Cloudy with a chance of efficiency: Mastering back-office cloud transformation

In today’s fast paced world of technological change, many organizations talk about how they need to transform our back office to streamline business processes with leading modern SaaS solutions, but many struggle to make it successful and achieve a high ROI when they do it. There are many reasons why HR and Finance transformational projects fail, and Baker Tilly has built a service offering to mitigate these risks and maximize the success rate of their cloud implementations. In this session, hear from Edward Jones and how they partnered with Baker Tilly on this very important pre-implementation phase, called “Calibrate”, to be successful in their transformational journey. The “Calibration” phase prepared Edward Jones foundationally to be successful, identify where their risks were across their people, process and technology; and build strategies to maximize their outcomes with their Oracle Cloud implementation. 

Learning objectives

1. Identify the common pitfalls in HR and Finance transformational projects and strategies to mitigate these risks.
2. Explain the critical steps and processes involved in Baker Tilly's "Calibrate" phase to prepare for a successful cloud implementation.
3. Illustrate how a well-executed pre-implementation phase can enhance ROI and achieve successful outcomes in cloud-based projects.