Send us your thoughts

In this special live episode, recorded at the ACCA Finance Futures Conference, Hannah Munro joins Alex Falcon Huerta (ACCA) to cut through the hype and explore what it really takes to choose and implement the right finance technology.

From agility in software selection to preparing for the rise of AI, they share stories, frameworks, and practical advice to help finance leaders stay ahead of the curve.

In this episode, Hannah and Alex discuss

• Why agility is key when selecting and assessing finance software
• How to rethink ROI beyond time and cost, and measure real business value
• The dangers of traditional RFPs and how to adopt a more flexible, iterative approach
• Understanding the technology lifecycle from bleeding edge to rusting edge
• How to future-proof your finance team with the right AI readiness and mindset
• Managing resistance to change and building momentum for digital transformation

Links Mentioned:

• Hannah's Linkedin
• Alex's Linkedin
• Learn more about ACCA

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

Send us your thoughts

In this insightful Financial Transformation Live session, Hannah Munro, Managing Director of itas Solutions, challenges the traditional approach to purchasing new technology solutions. Rather than focusing solely on procurement checklists and feature comparisons, Hannah encourages finance leaders to rethink how they approach technology selection — shifting from “shopping” to “transforming.”

Drawing on her consultancy experience, she explores how organisations can accelerate time to value, engage suppliers more effectively, and turn the buying process itself into the first step of transformation.

💡 In this episode, Hannah covers:

• Why the traditional RFP (Request for Proposal) approach often fails to deliver transformational outcomes
• How to design a consultative selection cycle that prioritises outcomes over features
• The importance of sharing problem statements, goals, and process maps with suppliers to drive better recommendations
• How to educate and engage potential partners to uncover innovation and align with your business challenges
• Methods to evaluate technology solutions based on process efficiency, control, ROI, and real-world use cases
• Practical steps to ensure suppliers start learning about your organisation before implementation — accelerating time to value

Links mentioned in this episode:

• Previous session: Transformation Troubleshooter
• Connect with Hannah Munro
• Explore more Finance Transformation Live sessions
• Which Sage Product is Right For You Quiz!
• Learn more about Sage Intacct
• Customer Success Stories
• Pre Purchase Consultancy
• Book a discovery call

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

Send us your thoughts

In this episode of CFO 4.0, Hannah Munro talks with Daniel Healey, Group FD at Direct Heating Group, about building a finance function that never stands still.

Also covered in this episode:

• From manual processes to a fully automated, scalable finance team
• How to prioritise automation projects and prove ROI to stakeholders
• Overcoming resistance and redefining finance’s value beyond transactions
• Using automation to free capacity for strategic, value-add work
• Why continuous improvement beats perfection in transformation
• Daniel’s practical tips for starting small and scaling smart with automation

Links mentioned:

• Daniel's Linkedin
• Learn more about Direct Stoves
• Learn more about Flue & Ducting
• Learn more about Direct Fireplaces

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!