accounting workflow automation: a 10-step checklist before you go live

Before deploying accounting workflow automation, there are 10 important checks that many project teams skip — and end up paying for later.

Step 1: confirm the business owner and final approver. Step 2: write a clear definition of done. Step 3: audit input data — quality, volume, format. Step 4: define the fallback plan if the new system fails.

Step 10 (the most commonly skipped): plan training and adoption for end users. This is what separates a successful project from one that gets abandoned after go-live.

Share