Presented at BLUEPRINT 4D
Session ID: P-050160
I plan to review the Guardian Finance transformation journey moving from a decentralized network of applications to our current integrated platform in the cloud with a focus on our EPM journey and what we've implemented (i.e. Planning, Allocations, Master Data , Consolidations...).
This discussion will also include our program's case for change and the guiding principles aligned to best practices from where every key decision was measured against.
I will also include our implementation timeline and critical success factors like the need to make quick decisions, performing appropriate due diligence for qualified partners and the importance of training and change management.
My session will conclude with lessons learned and next steps in our transformation.
This session is eligible the following CPE credits: NASBA
Speaker: Marcel Esqueu, Guardian Life Insurance Co of America