How Treasury Technology and External Support Drive Strategic Change

Treasury transformation is not just about implementing new technology. It is about improving processes, understanding the business, giving teams the capacity to deliver change, and ensuring technology creates measurable value.

In this episode, John James Dunne the Founder and Principal of Elevate Treasury Advisory explores how treasury teams can use technology, data and external support to drive meaningful strategic change - while avoiding the mistake of simply automating inefficient processes.

John James Dunne is the Founder and Principal of Elevate Treasury Advisory, supporting CFOs, treasurers and finance leaders with treasury transformation, liquidity, risk, governance and technology.

He is also involved in treasury education and developing the next generation of treasury professionals through his work with the Irish Association of Corporate Treasurers.

In this conversation, John James shares his perspective on what makes treasury transformation successful and why technology alone is rarely the answer.

He explains the importance of getting processes into the right shape before implementing a treasury management system, creating early wins to maintain momentum during long transformation projects, and using data to help senior leaders make better decisions.

The discussion also explores why many treasury teams benefit from external support when internal capacity is already stretched, how treasury professionals can become stronger business partners, and why technical expertise must be matched by communication, judgement and an understanding of the wider business.

Main Topics Discussed:

Why treasury transformation should begin with process improvement before technology implementationHow external support can provide additional capacity for treasury teams delivering major projectsThe challenges of implementing a treasury management system while maintaining business-as-usual activityWhy creating early wins during transformation projects helps free capacity and maintain team momentumHow treasury teams can use Power BI, dashboards and self-service analytics to support C-suite decision-makingWhy treasury professionals need to understand the underlying business, not just the treasury numbersThe risks of becoming over-reliant on AI and technology without understanding the fundamentalsWhy communication, influencing and business partnering skills become increasingly important as treasury professionals progress

You can connect with John James Dunne on LinkedIn.

---

🎙