A systematic framework for finance function transformation. This guide covers drive framework overview (data, robotics, intelligence, value, efficiency), lean and six sigma integration, process automation opportunities, and more.
DRIVE framework overview (Data, Robotics, Intelligence, Value, Efficiency)
# DRIVE Operational Excellence For Finance & Administration
F & A TRANSFORMATION FRAMEWORK. Executive Summary
Syntegra proposes to implement a comprehensive Finance Function Transformation Framework—DRIVE (Data, Robotics, Intelligence, Value, and Efficiency)—across your organisation. Our Framework draws on recognised best practices, including Lean Management, Six Sigma, and the principles of Hyperautomation (encompassing Robotic Process Automation, Artificial Intelligence, and advanced analytics). The high level objectives of DRIVE are:
- Faster - reducing the number of hours required for a given task
- Better - improving data quality, by reducing errors
- Safer - improving controls
Return on Investment for digital transformations can be significantly higher than investments in core business activities, and have significantly shorter payback periods. This proposal outlines:
- Principles and Benefits of Lean Management, Six Sigma and Hyperautomation
- The DRIVE Framework and how it will be embedded within your Finance function
- Expected Benefits and Benchmarks, including cost savings, process efficiency, and staff rebalancing
- Challenges and Success Factors in adopting the Framework
- Commercial Proposal based on a fixed fee, plus variable fee based on the number of hours saved through this initiative
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2.
Lean and Six Sigma integration
Our Framework draws on recognised best practices, including Lean Management, Six Sigma, and the principles of Hyperautomation (encompassing Robotic Process Automation, Artificial Intelligence, and advanced analytics). This proposal outlines:
- Principles and Benefits of Lean Management, Six Sigma and Hyperautomation
- The DRIVE Framework and how it will be embedded within your Finance function
- Expected Benefits and Benchmarks, including cost savings, process efficiency, and staff rebalancing
- Challenges and Success Factors in adopting the Framework
- Commercial Proposal based on a fixed fee, plus variable fee based on the number of hours saved through this initiative
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2. Tighter Integration with Other Functions: Increased cross-functional engagement, requiring finance professionals to develop broader business acumen. Lean Management
Lean Management is a systematic approach to running an organisation that supports the concept of continuous improvement, a long-term approach to work that systematically seeks to achieve small, incremental changes in processes in order to improve efficiency and quality. Originating from the Toyota Production System, Lean Management has become a global standard for process improvement in manufacturing, services, healthcare, and many other industries.
Process automation opportunities
Our Framework draws on recognised best practices, including Lean Management, Six Sigma, and the principles of Hyperautomation (encompassing Robotic Process Automation, Artificial Intelligence, and advanced analytics). This proposal outlines:
- Principles and Benefits of Lean Management, Six Sigma and Hyperautomation
- The DRIVE Framework and how it will be embedded within your Finance function
- Expected Benefits and Benchmarks, including cost savings, process efficiency, and staff rebalancing
- Challenges and Success Factors in adopting the Framework
- Commercial Proposal based on a fixed fee, plus variable fee based on the number of hours saved through this initiative
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2. Lack of Process Standardisation: As organisations grow, processes are patched together with minimal documentation or standardisation. Underinvestment in Technology: ERP and automation solutions may not be updated regularly, or fully implemented, limiting the ability to streamline workflows. High Reliance on Manual Processes: Cultural and infrastructural constraints often lead to continued reliance on spreadsheets and manual approvals.
Hyperautomation strategies
Our Framework draws on recognised best practices, including Lean Management, Six Sigma, and the principles of Hyperautomation (encompassing Robotic Process Automation, Artificial Intelligence, and advanced analytics). This proposal outlines:
- Principles and Benefits of Lean Management, Six Sigma and Hyperautomation
- The DRIVE Framework and how it will be embedded within your Finance function
- Expected Benefits and Benchmarks, including cost savings, process efficiency, and staff rebalancing
- Challenges and Success Factors in adopting the Framework
- Commercial Proposal based on a fixed fee, plus variable fee based on the number of hours saved through this initiative
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2. Hyperautomation
Hyperautomation is a strategic approach to rapidly identify, vet, and automate as many business and IT processes as possible. End-to-End Focus: Instead of automating isolated tasks, hyperautomation emphasises the entire business process lifecycle—from discovery and analysis to design, automation, and ongoing optimisation. People-First Automation: Hyperautomation augments human capabilities by taking over repetitive work, allowing employees to focus on strategic, creative, and complex decision-making tasks.
Measuring transformation success
# DRIVE Operational Excellence For Finance & Administration
F & A TRANSFORMATION FRAMEWORK. 39_-_A_friendly__professional__and_stylized_image_depicting_digital_transformation. Executive Summary
Syntegra proposes to implement a comprehensive Finance Function Transformation Framework—DRIVE (Data, Robotics, Intelligence, Value, and Efficiency)—across your organisation. The high level objectives of DRIVE are:
- Faster - reducing the number of hours required for a given task
- Better - improving data quality, by reducing errors
- Safer - improving controls
Return on Investment for digital transformations can be significantly higher than investments in core business activities, and have significantly shorter payback periods. This proposal outlines:
- Principles and Benefits of Lean Management, Six Sigma and Hyperautomation
- The DRIVE Framework and how it will be embedded within your Finance function
- Expected Benefits and Benchmarks, including cost savings, process efficiency, and staff rebalancing
- Challenges and Success Factors in adopting the Framework
- Commercial Proposal based on a fixed fee, plus variable fee based on the number of hours saved through this initiative
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2.
Getting Started
To implement using drive to improve efficiency in finance & admin in your Predictiv environment:
1. Assess your current state - Review existing processes and identify improvement opportunities
2. Configure the module - Work with your implementation team to set up the required components
3. Train your team - Ensure users understand the new capabilities and workflows
4. Monitor and optimize - Track key metrics and continuously improve
Related Resources
For more information on related topics, explore our other guides in this collection.
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