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Lenovo / Global finance transformation

Finance that works
across the world.

A global operating model connecting finance, shared services and AI-enabled innovation.

All case studies & ideas

The challenge

One global business.
Many ways of working.

Lenovo's finance transformation addressed fragmented processes across regions and business groups. Manual invoice matching, inconsistent forecasting and repeated reconciliation work increased complexity and limited the value finance could provide to the business.

My work covered global operating-model design and product ownership of priority digital and AI initiatives. The aim was to shift effort from transactions into business partnering, forward-looking analysis and better decisions.

Client
Lenovo
Work
Finance transformation and global business services
My contribution
Operating-model design, digital and AI product ownership
Design priorities
Consistent processes, clear accountability and measurable business outcomes

01 / The operating model

Finance decisions and finance delivery

The design separates business judgement from repeatable delivery, with common process ownership connecting the two.

Retained finance

Business decisions

CFO leadership and business partners own priorities, performance conversations and investment decisions.

Global process ownership

One way of working

Shared standards, decision rights, controls and scorecards connect finance across business groups.

GBS delivery

Consistent service

Shared-service operations combine repeatable finance work with analytics, automation and continuous improvement.

02 / The global delivery design

Global scale with local connection

Starting point

Accounting centres

Shared-service accounting in Beijing and Shenzhen, with other functions spread across geographies and business groups.

Centres of scale

China and India

A finance and GBS design built around global hubs, standard processes and digital operations.

Regional connection

Europe and Latin America

Regional spokes keep the global model connected to business needs and end-to-end service outcomes.

The programme roadmap developed finance capability first, then wider business services. This is a view of the documented delivery design.

03 / AI, analytics and value

Digital capability inside the operating model

The programme connected an Analytics Centre of Excellence and a Value Realisation Office with operational excellence, robotic automation and AI innovation. This placed digital capability within finance's wider service and performance model.

Analytics

Business insight and performance reporting support finance decisions and process improvement.

Automation & AI

Digital initiatives sit within process ownership, controls and the wider transformation roadmap.

Value realisation

Scorecards connect service performance and innovation to business outcomes.

The corporate strategy underneath

A delivery model with a business purpose

Business Design

Clarify which finance capabilities stay close to the business and which benefit from shared delivery.

Market Model

Keep finance responsive to regional markets while building services the wider business can use.

Competitive Model

Use consistent operations and digital capability to release capacity for better commercial decisions.

How this work connects to my eight steps

  1. 01 / EducateEstablish the case for finance transformation.
  2. 02 / EnableAlign leaders and process owners.
  3. 03 / Big rocksFind fragmentation, manual work and data gaps.
  4. 04 / Business caseBaseline costs, service and business value.
  5. 05 / Scope & proveDefine retained roles and shared delivery.
  6. 06 / BuildSequence process and digital initiatives.
  7. 07 / ExpandExtend capability across service functions.
  8. 08 / ScaleGovern outcomes through scorecards and review.

Portfolio summary of my contribution to a collaborative Lenovo programme. Diagrams show the operating-model design; the eight steps connect this work to my current approach.

Explore the corporate strategy framework

Continue the conversation

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