Workshop Digital Transformation in Finance - A Practical Introduction

Digital Transformation in Finance - A Practical Introduction

You don’t need a massive new IT budget to transform your finance department. In fact, you likely already have the tools required to move from "data-heavy" to "value-driven." Before you start searching for your next software solution, focus on optimizing your current digital finance architecture. Join our hands-on workshop and learn how to activate the "hidden assets" within your existing Microsoft environment to kill routine work and lead with strategic AI.

The innovation opportunity: Your hidden ROI

Most organizations use less than 20% of their Microsoft 365 capabilities. This workshop is designed to help you claim the other 80%.

• Zero new investment: Learn to build sophisticated solutions using the Power Platform and Co-pilot Studio licenses your company already pays for.
• Instant efficiency: Stop waiting for IT. Take the reins yourself and build the automation your department needs today.
• Strategic impact: Shift your focus from manual data entry to providing the strategic insights your board is looking for.

What we will achieve together

• Practical AI with Co-pilot Studio: Move beyond the hype. Build actual AI agents that handle complex queries and automate your specific finance workflows.
• Process architecture: Use Power Automate to eliminate the "copy-paste" culture that drains your team's energy.
• Data dilemmas solved: Turn fragmented data into a single source of truth using the Power Platform.

Is this for you?

We are looking for financials who aren’t satisfied with "the way we’ve always done it."

• Financials who want to provide more than just historical reports.
• Financials ready to master the AI layer of finance.
• Financials who want to be the pioneer of digital transformation in their office.

The 3-hour roadmap

1. The hidden asset: Audit of your current tech stack and the potential ROI sitting idle.
2. Architecting flow: Using Power Platform to bridge the gap between data and decisions.
3. The AI layer: Practical, hands-on session building your first finance AI agent in Co-pilot Studio.
4. Next-level leadership: How to pitch these "free" improvements to your stakeholders.
5. Wrap-up: Your personal 30-day innovation plan.