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Finance

4 people

Team
01 · Value02 · Roles03 · Skills04 · AI Layer05 · Redesign & Reskilling
Team summaryComplete

TEAM SUMMARY

Finance: what the review adds up to

Capacity freed, AI tools and the skills to build — built from each person's plan. The page to show leadership.

Complete — all 4 people have a plan← Back to the plans

By the numbers

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Capacity freed

~1.6 FTE

of 4.0 FTE (41%) · 4 of 4 roles scored

Reinvested in

Supplier relationships and spend analysis · External market analysis · Scenario planning with business leaders · +1 more

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AI tools

1 of 4 use one

In use today: Microsoft Copilot ×1

Adoption gap: 3 people

More than half of their work could be automated or augmented, and they use no AI tool yet.

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Skills to build

8 skills

across 4 people

Benefits advisory ×1Competitor benchmarking ×1+ 6 more

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