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 implementation
• How external support can provide additional capacity for treasury teams delivering major projects
• The challenges of implementing a treasury management system while maintaining business-as-usual activity
• Why creating early wins during transformation projects helps free capacity and maintain team momentum
• How treasury teams can use Power BI, dashboards and self-service analytics to support C-suite decision-making
• Why treasury professionals need to understand the underlying business, not just the treasury numbers
• The risks of becoming over-reliant on AI and technology without understanding the fundamentals
• Why communication, influencing and business partnering skills become increasingly important as treasury professionals progress

You can connect with John James Dunne on LinkedIn.

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