IT Financial Management System Design Workbook

Author(s): Jennifer Perrier

Designing an IT financial management system with agility at its core requires systematic examination and definition of a range of coordinating components. Use this Excel workbook to document the outcomes of your IT financial management system design effort, including:

  • Current state assessment.
  • Principles and objectives.
  • Capabilities and processes.
  • Competencies and source.
  • Implementation initiatives and timeline-based plan.

Leverage the documentation in this workbook to build a presentation that showcases your final management system design.