
Introducing agility
Introducing agility in finance modernizes processes through iterative planning and flexible adjustments. It improves team efficiency, increases transparency, and promotes open communication. Agility enables faster reactions to market changes and increases employee satisfaction through more autonomy and continuous learning opportunities.
Your benefits:
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Increased flexibility and adaptability
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Improved efficiency and productivity
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Better transparency and communication
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Increased employee satisfaction and engagement
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Strengthening customer orientation and innovation
Services at a glance
Advice on the introduction of agile methods and processes:
Defining objectives and strategies, such as increased efficiency, improved transparency, faster adaptability
Process analysis and formation of interdisciplinary teams to handle specific tasks and projects
Tool selection for using Kanban boards to visualize processes and tasks
Development and implementation of training measures for employees
Introduction of (bi-) daily stand-ups to promote communication and collaboration
Conducting monthly planning and retrospective sessions
Regular transparent reporting to all stakeholders on progress

Achieve mutual success, with implementation strength, creative solutions and flexibility!
Professional focus areas
Objectives and strategy
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Goal definition: Defining specific goals for the introduction of agile methods in finance, such as faster reporting, improved budget control and increased flexibility in financial decisions
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Strategic alignment: Integration of agile principles into the company’s long-term financial strategy and planning
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Process and structural changes
Process analysis: Review and adapt existing financial processes to adapt them to agile principles such as iteration and flexibility
Structural reform: Reorganization of the finance department into cross-functional teams that take responsibility for specific financial tasks or projects
Technology and tool integration
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Tool selection: Introduction of agile project management and financial planning tools (e.g. Jira, Kanban boards) to support agile working methods
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Automation: Implementing technologies to automate recurring financial processes and reports to increase efficiency and accuracy
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Training and employee development
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Agile training: Conducting training and workshops for finance staff on agile methods and techniques to promote agile thinking and working practices
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Continuous training: Promote continuous training and adapt agile methods to the specific requirements of the finance sector
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Communication and change management
Transparent communication: Establishment of clear communication channels and regular updates on the progress and results of the agile transformation in finance
Change Management: Implementation of a change management plan to guide employees through the transition to agile methods and minimize resistance
Key performance indicators and success measurement
KPIs and metrics: Definition and monitoring of key performance indicators (KPIs) to measure the success of agile implementation in finance, such as processing times for financial reports and accuracy of forecasts
Feedback mechanisms: Implementing feedback loops and continuous improvement to adapt and optimize agile working practices