30/60/90 Day Roadmap
Phased execution plan with milestones and measurable outcomes
Pilot Scope Recommendation
Start with the 30-day quick wins phase to demonstrate immediate value. This builds stakeholder confidence for the full 90-day transformation program.
30-Day Phase
Discovery & Quick Wins
Map current close process and identify automation targets
Finance + IT
Process map with 80% of close activities cataloged
100% of close activities documented
Deploy AI reconciliation pilot
Finance
AI handles bank reconciliation for 3 accounts
Reconciliation time reduced by 50%
Launch real-time financial dashboard
Finance + IT
Live P&L and cash position for leadership
Dashboard adopted by all C-suite members
60-Day Phase
Workflow Implementation
Scale AI reconciliation to all accounts
Finance
Automated reconciliation for all bank accounts
Reconciliation accuracy > 99%
Deploy automated compliance reporting
Compliance + IT
Q1 compliance report auto-generated
Compliance reporting time < 30 hours
Consolidate spreadsheets into unified platform
IT + Finance
Top 5 spreadsheets replaced with single data source
Zero data conflicts in financial reporting
90-Day Phase
Scale & Governance
Achieve 5-day month-end close
Finance
Close cycle reduced from 14 days to 5 days
Close completed within 5 business days
Deploy digital audit trail system
Compliance
All financial transactions have digital audit trail
100% transaction traceability
Executive ROI review
C-Suite
Business case validated with measurable outcomes
Demonstrated ROI > 3x investment