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.
Show today vs. next ↓
Skills to build
8 skills
across 4 people
Benefits advisory ×1Competitor benchmarking ×1+ 6 more
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Skills the team needs
| Benefits advisory | Mark O'Connor | 1 |
| Competitor benchmarking | John Smith | 1 |
| Data storytelling | Lena Fischer | 1 |
| Market research methods | John Smith | 1 |
| Payroll data quality | Mark O'Connor | 1 |
| Scenario modelling | Lena Fischer | 1 |
| Spend analysis | Aisha Rahman | 1 |
| Supplier negotiation | Aisha Rahman | 1 |
Only skills you've kept are counted.