Playbook
Board pack production takes a week and we want it down to a day
The CFO's team builds the monthly board pack by hand from a mix of Excel, Power BI, and one-off data pulls. The board has asked for more frequent updates, but the production cycle can't get any shorter without losing quality.
Trigger — Pressure on board pack timing; the finance team has hit the limit of what manual production can deliver.
Good outcome — The board pack assembles itself from one certified source overnight. The finance team spends their time on commentary and decisions, not chasing numbers, and the board can ask for more frequent updates without anyone working through the weekend.