IDENTIFY
THE PLAYERS
1
Identify cross-functional partners involved in
F&A business processes (e.g., Order-to-Cash,
P2P, etc.)
DEVELOP
A HYPOTHESIS
SET
THE ROSTER
FACILITATE
THE FLOW
2
3
4
Size the opportunities to prioritize critical processes that require greater focus
Establish the team of SMEs who will be involved in data gathering workshops
and process
walk-throughs
Document process steps, inputs, and outputs for the core processes identified in Step 2
