Roadmap

Sequenced transformation roadmap

Diagnose → Simplify → Standardise → Automate → AI → Agentic. Reorder any initiative; the wave economics recalculate.

0–30 days

Benefit$1.37M

Invest$1.85M

FTE20.4

Invoice Exception Management

Simplify + Lean + Digital / Workflow + OCR / IDP + Copilot

Owner: AI Architecture
Dependency: None — entry wave
Investment: $476K
FTE impact: 5.9 FTE
Benefit: $402K
Risk: 3/5
Readiness: 57%
Change: Medium adoption risk
Milestone: Simplify

AUGMENTL5

Manual Invoice Entry & Data Extraction

Simplify + Standardise + OCR / IDP + RPA

Owner: AI Architecture
Dependency: None — entry wave
Investment: $360K
FTE impact: 3.9 FTE
Benefit: $260K
Risk: 2/5
Readiness: 57%
Change: Low adoption risk
Milestone: Simplify

Balance Sheet Reconciliations

Simplify + Lean + RPA + Digital / Workflow

Owner: AI Architecture
Dependency: None — entry wave
Investment: $316K
FTE impact: 3.1 FTE
Benefit: $209K
Risk: 3/5
Readiness: 63%
Change: Medium adoption risk
Milestone: Simplify

Forecasting & Scenario Modelling

Simplify + Eliminate + Digital / Workflow + OCR / IDP + Copilot

Owner: AI Architecture
Dependency: None — entry wave
Investment: $339K
FTE impact: 3.6 FTE
Benefit: $236K
Risk: 2/5
Readiness: 60%
Change: Medium adoption risk
Milestone: Simplify

AUGMENTL5

Budget Cycle Administration

Simplify + Eliminate

Owner: Transformation Lead
Dependency: None — entry wave
Investment: $53K
FTE impact: 0.4 FTE
Benefit: $30K
Risk: 1/5
Readiness: 57%
Change: Low adoption risk
Milestone: Simplify

HR Helpdesk Tier-1 Queries

Simplify + Eliminate + OCR / IDP + RPA

Owner: AI Architecture
Dependency: None — entry wave
Investment: $304K
FTE impact: 3.5 FTE
Benefit: $234K
Risk: 2/5
Readiness: 57%
Change: Low adoption risk
Milestone: Simplify

30–60 days

Benefit$789K

Invest$1.26M

FTE11.6

Extended Financial Close Cycle

Simplify + Lean + Digital / Workflow + RPA + Copilot

Owner: AI Architecture
Dependency: Completion of 0–30 days
Investment: $422K
FTE impact: 4.1 FTE
Benefit: $276K
Risk: 3/5
Readiness: 57%
Change: High adoption risk
Milestone: Simplify

AUGMENTL5

Manual Journal Entries

Simplify + Kaizen + RPA

Owner: AI Architecture
Dependency: Completion of 0–30 days
Investment: $178K
FTE impact: 1.5 FTE
Benefit: $102K
Risk: 2/5
Readiness: 65%
Change: Low adoption risk
Milestone: Simplify

Intercompany Mismatch Resolution

Simplify + Lean

Owner: Automation CoE
Dependency: Completion of 0–30 days
Investment: $112K
FTE impact: 0.9 FTE
Benefit: $62K
Risk: 3/5
Readiness: 57%
Change: Medium adoption risk
Milestone: Simplify

Management Reporting & Variance Commentary

Simplify + Eliminate + RPA + Digital / Workflow + Copilot

Owner: AI Architecture
Dependency: Completion of 0–30 days
Investment: $349K
FTE impact: 3.6 FTE
Benefit: $239K
Risk: 2/5
Readiness: 63%
Change: Low adoption risk
Milestone: Simplify

AUGMENTL5

Indirect Tax Compliance Preparation

Simplify + Standardise + RPA

Owner: AI Architecture
Dependency: Completion of 0–30 days
Investment: $160K
FTE impact: 1.4 FTE
Benefit: $92K
Risk: 4/5
Readiness: 57%
Change: Medium adoption risk
Milestone: Simplify

Audit Evidence & PBC Support

Simplify

Owner: Transformation Lead
Dependency: Completion of 0–30 days
Investment: $39K
FTE impact: 0.2 FTE
Benefit: $19K
Risk: 3/5
Readiness: 57%
Change: Low adoption risk
Milestone: Simplify

60–90 days

Benefit$802K

Invest$1.40M

FTE11.9

Supplier Query Handling

Simplify + Eliminate + RPA + OCR / IDP

Owner: AI Architecture
Dependency: Completion of 30–60 days
Investment: $291K
FTE impact: 2.7 FTE
Benefit: $177K
Risk: 1/5
Readiness: 57%
Change: Low adoption risk
Milestone: Simplify

Unapplied Cash & Payment Reconciliation

Simplify + Standardise + RPA + OCR / IDP

Owner: AI Architecture
Dependency: Completion of 30–60 days
Investment: $348K
FTE impact: 3 FTE
Benefit: $198K
Risk: 2/5
Readiness: 60%
Change: Low adoption risk
Milestone: Simplify

Collections Prioritisation & Dunning

Simplify + Eliminate + Digital / Workflow + OCR / IDP

Owner: AI Architecture
Dependency: Completion of 30–60 days
Investment: $296K
FTE impact: 2.6 FTE
Benefit: $176K
Risk: 2/5
Readiness: 63%
Change: Medium adoption risk
Milestone: Simplify

Manual Order Capture & Pricing Errors

Simplify + Standardise + RPA

Owner: AI Architecture
Dependency: Completion of 30–60 days
Investment: $226K
FTE impact: 1.8 FTE
Benefit: $121K
Risk: 2/5
Readiness: 57%
Change: Low adoption risk
Milestone: Simplify

Short-Term Cash Forecasting

Simplify + Eliminate

Owner: AI Architecture
Dependency: Completion of 30–60 days
Investment: $54K
FTE impact: 0.3 FTE
Benefit: $25K
Risk: 3/5
Readiness: 63%
Change: Low adoption risk
Milestone: Simplify

Access Management Requests

Simplify + Kaizen + RPA

Owner: AI Architecture
Dependency: Completion of 30–60 days
Investment: $185K
FTE impact: 1.5 FTE
Benefit: $105K
Risk: 3/5
Readiness: 65%
Change: Low adoption risk
Milestone: Simplify

90–120 days

Benefit$433K

Invest$891K

FTE6.3

Duplicate Invoice & Overpayment Leakage

Lean + Simplify

Owner: AI Architecture
Dependency: Completion of 60–90 days
Investment: $107K
FTE impact: 0.4 FTE
Benefit: $33K
Risk: 3/5
Readiness: 57%
Change: Low adoption risk
Milestone: Lean

Approval Bottlenecks & Maverick Spend

Simplify + Lean

Owner: AI Architecture
Dependency: Completion of 60–90 days
Investment: $127K
FTE impact: 0.7 FTE
Benefit: $52K
Risk: 2/5
Readiness: 57%
Change: Medium adoption risk
Milestone: Simplify

Billing Disputes & Deductions

Simplify + Lean + Digital / Workflow + OCR / IDP

Owner: AI Architecture
Dependency: Completion of 60–90 days
Investment: $328K
FTE impact: 2.7 FTE
Benefit: $180K
Risk: 3/5
Readiness: 57%
Change: Medium adoption risk
Milestone: Simplify

Logistics Exception Handling

Simplify + Standardise + Digital / Workflow + OCR / IDP

Owner: AI Architecture
Dependency: Completion of 60–90 days
Investment: $330K
FTE impact: 2.5 FTE
Benefit: $169K
Risk: 3/5
Readiness: 57%
Change: Medium adoption risk
Milestone: Simplify

Sequencing principle

Diagnose

Simplify

Standardise

Automate

Agentic

Nothing enters an automation or AI wave before the process wave it depends on has completed. Every shortcut is a future failure discovered at scale.