Guides · Technology & Data
Technology decisions that pay back.
ERP selection, data foundations, renewal calendars, and build-versus-buy choices for CFOs and operating partners. Every worked example is labelled illustrative.
18 guides · 2 free calculators · 1 template
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Syspro Renewal Exposure Calculator
Syspro's licensing notice moves every customer from concurrent to named-user subscription pricing. Estimate your renewal exposure in seconds.
Planning Software Cost Calculator
The cost of running a planning or finance tool, not only buying it: licence, admin time, support, integrations and implementation, and the hours it must save to break even.
Guides and Templates
Method, formulas, and templates, each focused on one decision.
ERP Selection for PE Portfolio Companies
ERP selection for PE portfolio companies: when to replace, how to score options, how to compare five-year cost, and how to control migration risk.
Data Foundations for Operating Reporting
Data foundations for operating reporting: metric definitions, system of record, master data, reconciliation, and a 90-day plan for trusted numbers.
SaaS and Vendor Renewal Calendar
Build a SaaS renewal calendar: contract inventory, notice-window deadlines, seat right-sizing, and a renewal workflow so you stop paying for auto-renewals.
Build vs Buy for Internal Tools
Build vs buy for internal tools: a decision framework, three-year cost comparison, risk checks, and a worked example to choose with evidence, not instinct.
More Technology & Data guides
AI Governance for Finance and Operations: Who Approves What, and What Gets Recorded
AI governance as a standing routine: what AI may touch, who approves each action, what gets recorded, and what changes after a miss. With templates.
An AI Risk Register for Finance and Operations Teams, and How Often to Review It
An AI risk register for finance and operations: eight risks, an owner and a tested control for each, and a 15-minute monthly review with a template.
Decision Rights for AI Actions: A Matrix for Who May Approve What
Your delegation of authority covers people, not AI. A matrix for what AI may read, draft, recommend or do, who approves it, and how authority is earned.
Your First AI Pilot in Finance: What to Measure Over Four Cycles
Run a first AI pilot in finance on one routine: set the baseline, owner, approver and pass mark first, and count the hours spent checking the output.
How to Trust an AI Finding: What to Ask Before You Act on It
Before you act on an AI finding, ask for its sources, arithmetic you can redo, the cause, what was ruled out and who approves. With a worked cash example.
IT Integration in Post-Merger Integration
IT integration post-merger: how to inventory systems, choose absorb, coexist or replace, sequence cutovers and size the payback, with a worked example.
Spend Analysis: How to Build a Clean Spend Cube
Spend analysis starts with a clean spend cube. Learn the fields, vendor merging, classification, quality checks, and a worked example with owners.
Technology Due Diligence for Operators
Technology due diligence for operators: assess ERP, data, security, vendor contracts and key-person risk in a target, and turn findings into dollars.
The Tech Tax: Why Per-Seat Software Broke
SAP, Oracle, Microsoft, Sage, and Syspro have each redefined how they count users to extract more revenue from customers who haven't changed usage.
Your SYSPRO Renewal Isn't a Price Increase -- It's a Tech Tax
Syspro's move to named-user subscription pricing turns a routine renewal into a cost shock for shift-based manufacturers. Here's how to avoid the tax.
AI Bookkeeping vs. AI Finance Function: What's Different?
AI bookkeeping automates the doing. It was never built to do the deciding. Here's the three-layer split the search query hides, and which one you need.
The AI Use Case Prioritization Framework Everyone Copies
Three of four columns in an AI prioritization matrix score your company, not the idea -- which is why the ranking has an unprinted expiration date.
Financial KPIs for Executives: 10 Metrics & Warning Signs
The exact formula, benchmark, and early-warning threshold for the 10 financial KPIs that separate well-run companies from ones flying blind.
What is Agentic AI? A Business Leader's Guide
Discover how agentic AI differs from traditional AI and why it's transforming performance improvement with autonomous, goal-oriented decisions.
Free templates
Working files that go with these guides, with the worked examples already filled in. Enter your name and work email and we send the file personally.
Free template · Excel workbook
Renewal Calendar and ERP Scorecard
Vendor renewals with notice deadlines and uplift exposure, plus a weighted ERP and build-vs-buy scorecard.
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