Solutions

Fix the model. Then scale it.

Invictus Global Advisors helps finance and business leaders turn strategy into measurable results by addressing the operating model first.

Built on the Strategic Finance Operating Model™, our approach connects strategy, talent, process, service delivery, governance, data, technology and AI, analytics, experience, and outcomes into one integrated blueprint for transformation.

We combine deep executive experience with practical, implementable solutions to help organizations strengthen their foundations, accelerate transformation, enable technology and AI, and create sustainable value.

Experience Centric. Practical Solutions. Bespoke to your organization.

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Experience Centric Practical Solutions.

Invictus Global Advisors

Advisory & Implementable Strategy

Strategy that can be implemented. Transformation that creates measurable value.

Transformation has never been more important, or more difficult to get right.

The challenge

Approximately 70% of transformations fail to achieve their objectives, and research shows that significant value can be lost before implementation even begins. At the same time, organizations are racing to deploy AI, yet only 25% of AI initiatives have delivered expected ROI and just 16% have scaled enterprise-wide.

The challenge is rarely ambition alone. Successful transformation requires alignment across the operating model.

Invictus Global Advisors helps organizations get these fundamentals right.

Don Rogers advising an audience from the podium

How we help

  • Find your real starting point.

    A Strategic Finance Operating Model assessment and maturity diagnostic shows where you stand across all ten SFOM™ components.

  • Design a future state you can implement.

    Actionable future-state design and a realistic, implementable roadmap, connecting organization, process, governance, data, technology, AI and talent.

  • Prioritize by consensus.

    Constituent, consensus-driven prioritization of initiatives, so the roadmap carries the organization with it instead of adding to project proliferation.

  • Stay through execution.

    Change leadership through execution, with an apprenticeship model and a human-in-the-loop focus, so the new model becomes how people actually work.

  • Hands-on executive leadership.

    Practical, experience-centric solutions, led by executives who have built and run finance functions themselves.

Strategic Finance Operating Model (SFOM™) – Methodology Phases

  1. Phase 1: Strategy & Design (Foundation & Planning)

    High-Level Description

    Define the future-state vision and operating model: align stakeholders, assess current state, design the SFOM, build the business case, and create an integrated roadmap.

    • Program setup and governance
    • Conduct current-state assessment
    • Define future-state vision & SFOM design
    • Define improvement recommendations
    • Develop business case
    • Create integrated roadmap & transformation plan

  2. Phase 2: Build & Implement (Execution)

    High-Level Description

    Execute the transformation plan by designing, building, configuring, testing, and deploying solutions with disciplined change management.

    • Detailed design
    • Requirements & solution architecture
    • Build & configure
    • Reports & analytics
    • SOPs & controls
    • Testing & pilot
    • Rollout & change management

  3. Phase 3: Sustain & Optimize (Value Realization & Continuous Improvement)

    High-Level Description

    Stabilize the new operating model, realize value, strengthen governance, and drive continuous improvement as a habit.

    • Stabilization & hypercare
    • Benefits tracking & value realization
    • Continuous improvement & optimization
    • Governance, risk & compliance sustainment
    • Capability building & talent activation
The three phases of the SFOM™ methodology.

Entry-level solutions

  • 01

    Finance Transformation Readiness Workshop

    Start the transformation before you start the program.

    For organizations considering or preparing to launch a finance transformation.

    Explore
  • 02

    Transformation Health Check

    Keep transformation on the tracks and focused on value.

    For transformation programs already in flight.

    Explore
  • 03

    SFOM™ Rapid Evaluation & AI Readiness Assessment

    Don’t automate dysfunction. Build the foundation for transformation and AI value.

    For organizations considering finance transformation, modernization, automation or significant AI investment.

    Explore
01

Finance Transformation Readiness Workshop

Start the transformation before you start the program.

For organizations considering or preparing to launch a finance transformation.

The decisions made before a transformation launches can determine its trajectory long before implementation begins.

Transformation efforts also frequently get derailed or fall by the wayside before gaining meaningful momentum.

The time to identify transformation risk is before significant capital, resources and organizational capacity have been committed.

The Invictus Finance Transformation Readiness Workshop is a focused 1 to 2-day executive working session designed to pressure-test the transformation before launch and establish the conditions necessary for successful execution.

  • ~25%

    Nearly one-quarter of transformation value loss occurs during the target-setting phase, meaning organizations can compromise potential value before implementation even starts.

    McKinsey
  • 16%

    Just 16% of AI initiatives have scaled enterprise-wide, demonstrating the enormous gap between experimentation and sustainable enterprise adoption.

    IBM

We help leadership answer the critical questions:

  • Are the transformation objectives and expected business outcomes clear?
  • Is leadership aligned around the transformation mandate?
  • Is the scope achievable given the organization’s transformation capacity?
  • Are governance, ownership, accountability and decision rights established?
  • Are process, data and technology dependencies understood?
  • Is the organization ready to incorporate AI into the future-state operating model?
  • Does the organization have the required talent, capabilities and capacity?
  • Are initiatives appropriately prioritized and sequenced?
  • Is there a credible business case with measurable outcomes?
  • What could prevent the transformation from achieving its objectives?

The Outcome

A concise Transformation Readiness Brief identifying:

  • Ready Now
  • Requires Attention
  • Critical Risk

with prioritized executive actions required before launch.

The Business Case

Before investing millions in transformation, invest two days determining whether the organization is ready to transform.

The cost of identifying a problem before launch is small. The cost of discovering it eighteen months into a transformation can be enormous.

02

Transformation Health Check

Keep transformation on the tracks and focused on value.

For transformation programs already in flight.

A green program status does not necessarily mean the transformation is healthy (i.e., the Green to Red Status Phenomenon).

The question is not simply whether the program is on schedule. The question is whether it is still positioned to deliver the value leadership expected when it began.

The Invictus Transformation Health Check provides an independent executive assessment of the underlying health of the transformation, identifying emerging risks while there is still time to intervene.

  • ~70%

    of transformations fail.

    McKinsey
  • 30–35%

    transformation success rates.

    BCG
  • 67%

    Even successful transformations captured, on average, only 67% of their maximum potential financial benefits.

    McKinsey
  • 25%

    Only 25% of AI initiatives have delivered expected ROI.

    IBM
  • 14% vs 66%

    Only 14% of CFOs report meaningful AI ROI today, despite 66% expecting significant ROI within two years.

    RGP

We evaluate:

  • Strategic alignment
  • Scope and sequencing
  • Executive sponsorship
  • PMO/TMO effectiveness
  • Process transformation
  • Technology and AI enablement
  • AI governance
  • Initiative proliferation and dependencies
  • Data readiness
  • Talent and organizational capacity
  • Change readiness and adoption
  • Governance, risk and controls and appropriate decision rights
  • Benefits realization
  • Business-case integrity
  • Constituent experience
  • Transformation capacity
  • Source-to-report financial systems architecture
  • Full close cycle
  • Service delivery model
  • Critical functions and processes

The Outcome

An executive Transformation Health Report providing a clear:

  • Green
  • Yellow
  • Red

assessment across critical transformation dimensions, identifying:

  • What’s Working
  • What’s at Risk
  • Where Value Is Leaking
  • What Requires Intervention
  • Recommended Executive Actions

The Business Case

Your transformation can be on schedule, on budget and still be off track.

Do not wait until missed milestones, cost overruns or unrealized benefits tell you something went wrong.

Identify the warning signs early enough to do something about them.

03

SFOM™ Rapid Evaluation & AI Readiness Assessment

Don’t automate dysfunction. Build the foundation for transformation and AI value.

For organizations considering finance transformation, modernization, automation or significant AI investment.

The pressure to implement AI is extraordinary. The readiness to capture its value is not.

That creates an enormous risk.

AI cannot compensate for an operating model that is not ready to support it.

Layer AI over fragmented processes, unreliable data, unclear governance, outdated technology, misaligned talent or poorly defined business outcomes, and organizations risk automating dysfunction rather than transforming the enterprise.

The SFOM™ Rapid Evaluation & AI Readiness Assessment helps leadership understand the operating model underneath the technology before committing significant resources to transformation or AI.

What the research shows:

  • 50%

    Approximately 50% of transformations stall before full implementation.

    McKinsey & Company
  • 70%

    Nearly 70% of transformations fail to achieve their intended outcomes.

    Gartner
  • 86%

    86% of leaders report transformation value fell short of expectations.

    BCG
  • 68%

    cite skills and capabilities as a significant barrier to AI ROI.

    RGP
  • 35%

    identify data trust as their top barrier to AI ROI.

    RGP
  • 10%

    fully trust their enterprise data.

    RGP
  • 64%

    of CEOs acknowledge that fear of falling behind causes their organizations to invest in some technologies before they clearly understand the value those technologies will create.

    IBM

We evaluate the organization across the 10 interconnected components of the Strategic Finance Operating Model™:

  • Strategic Imperatives
  • Talent Activation
  • Process Optimization
  • Service Delivery Model
  • Governance, Risk & Controls
  • Data Enablement
  • Digital Technology & AI
  • Insights & Analytics
  • Constituent Experience
  • Outcomes & Benefits

Using the SFOM™ Leading Practices Spectrum and AI Readiness Lens, Invictus Global Advisors identifies where the organization is positioned to move forward, where foundational gaps exist, and what should happen first.

The Outcome

An executive-level SFOM™ Rapid Evaluation & AI Readiness Profile identifying:

  • Current-State Maturity
  • AI Readiness
  • Leading-Practice Gaps
  • Critical Dependencies
  • Priority Opportunities
  • Near-Term Actions
  • Recommended Transformation Sequence

The Business Case

The question is no longer whether Finance will adopt AI. The question is whether the operating model is capable of converting AI investment into measurable enterprise value.

You cannot layer AI over a broken operating model and expect technology to fix what the operating model cannot support.

Before you invest in AI, understand what AI is being asked to transform.

Discuss your needs with the Invictus Global Advisors team

Our solutions

Beyond the entry points, our Advisory & Implementable Strategy solutions cover the full transformation lifecycle.

  • Strategic Finance Operating Model™ Design

    Build the operating model required to execute the strategy.

    Current-State Assessment · Future-State SFOM™ · Target Operating Model · Leading Practices Assessment · Operating Model Roadmap

  • Finance Transformation Strategy & Roadmap

    Turn transformation ambition into an executable journey.

    Transformation Strategy · Initiative Prioritization · Transformation Roadmap · Business Case · Investment Prioritization · Transformation Sequencing

  • Finance Process & Performance Transformation

    Simplify the work. Improve performance. Create capacity for higher-value Finance.

    We assess, redesign, standardize, automate and optimize Finance end-to-end, from the source of the transaction through reporting, insight and decision-making.

    FP&A · R2R · O2C · P2P · Treasury · Tax · Financial Close · Management Reporting · Working Capital · Process Optimization

  • Data, Digital & AI Enablement

    Build the foundation required to turn technology into business value.

    Finance Data Strategy · Data Enablement · AI Strategy · AI Use-Case Prioritization · AI Readiness · Intelligent Automation · Analytics · Responsible AI · Human-in-the-Loop Design

  • Transformation Governance, TMO & Program Recovery

    Create the discipline required to turn strategy into execution.

    TMO/PMO Design · Transformation Governance · Executive Steering Advisory · Program Mobilization · Program Health · Program Recovery · Dependency Management · Transformation Capacity · Risk Management

  • Talent Activation & Organizational Readiness

    Transformation happens through people, not around them.

    Talent Activation · Human Readiness · Leadership Alignment · Organizational Design · Workforce of the Future · AI Workforce Readiness · Skills & Capabilities · Change Leadership

  • Benefits Realization & Sustainment

    Go-live is a milestone. Value realization is the objective.

    Benefits Realization · KPI Frameworks · Value Tracking · Business Case Validation · Post-Implementation Assessment · Constituent Experience · Continuous Improvement · Sustain & Optimize

  • From Strategy to Sustainable Value

    Assess → Align → Design → Mobilize → Implement → Sustain

    Invictus Global Advisors engagements can begin with a focused executive intervention or extend across the transformation lifecycle. Our objective is not to create dependency on consultants. It is to help clients build the operating model, capabilities and management disciplines required to create and sustain value.

    Strategy should not simply be actionable. It should be implementable.

Invictus Global Advisors

Technology Enablement & Partnerships

Fix the model first. Then make technology deliver.

Technology should execute your operating model, not stand in for one. Through alliances like BizNuvo and leading finance point solutions, we connect operating-model design to proven enterprise technology across the finance function, from source-to-report.

The challenge

Adding more technology has created complexity, not integration. More data hasn't produced more trusted decisions. Put another platform on a broken model and you get the same dysfunction, only faster.

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How we help

  • Operating model first.

    We define how the enterprise should operate before anyone picks a tool.

  • Work with what you own.

    Connect your existing ERP, CRM, data and legacy systems, with no wholesale replacement required.

  • Establish Business Truth.

    Trusted data and governed business rules, so decisions and AI rest on information you can audit.

  • Build responsible AI governance in from day one.

    Appropriate guardrails, human-in-the-loop reviews, explainability and controls, designed in rather than added at the end.

  • Preserve the value.

    The operational framework to preserve transformation value long after implementation activities have concluded.

Featured alliance · Invictus + BizNuvo

“Invictus defines how the enterprise should operate. BizNuvo provides the governed technology execution to make it real.”

Our NEXUS™ path takes you from design to operating reality in five steps. BizNuvo's orchestration platform runs it: a governed layer across your current systems that connects data, rules, workflows, controls and AI.

  1. NNormalize
  2. EEliminate
  3. XeXecute
  4. UUnify
  5. SScale
Invictus Global Media

Knowledge Management & Education

Our Knowledge Management & Education Solutions

Turning knowledge into capability. Capability into performance.

Invictus Global Advisors delivers practical, experience-based education and thought leadership designed to prepare today’s leaders and tomorrow’s professionals for the rapidly evolving world of finance, data enablement, digital technology, AI and enterprise transformation.

Our graduate and undergraduate courses, Master Classes, executive education programs, keynote speeches, corporate learning programs, and online, in-person, and hybrid offerings are led by Don Rogers, author of Building the Strategic Finance Operating Model: The CFO’s Blueprint for Value Creation in the Age of AI, and qualified subject matter experts with deep, real-world experience in the solutions they teach.

Programs combine leading practices, proprietary frameworks, academic concepts, real-world case studies, and decades of practitioner experience to bridge the gap between what people learn and what they must actually do.

From university classrooms and executive Master Classes to keynote stages, corporate academies, and transformation knowledge transfer, Invictus Global Advisors brings practical experience and leading thinking directly to the people responsible for leading, implementing, and sustaining change.

Build knowledge. Develop capability. Apply it in the real world.

The Strategic Finance Operating Model diagram on display at the launch

Solution Offerings

  • Keynote Speaking & Executive Forums

    Engaging, thought-provoking keynote presentations, executive briefings, conference sessions, and moderated discussions led by Don Rogers and Invictus Global Advisors subject matter experts. Topics draw upon Building the Strategic Finance Operating Model, the SFOM™ framework, and decades of real-world leadership and transformation experience, including the Future of Finance, AI and the Operating Model, Finance Transformation, Data & Analytics, Talent Activation, Leadership, Organizational Change, and Value Creation.

  • Graduate & Undergraduate Courses

    University-level courses and curriculum focused on Strategic Finance, the Strategic Finance Operating Model (SFOM™), Finance Transformation, AI in Finance, Data & Analytics, Operating Models, Governance, Risk & Controls, and the Future of Finance. Programs can be developed as full-semester courses, accelerated courses, electives, or modules integrated into existing business, accounting, finance, and MBA curricula.

  • Master Classes & Executive Education

    High-impact learning experiences led by experienced practitioners for executives, finance leaders, emerging leaders, and graduate students. Master Classes combine leading practices, proprietary frameworks, real-world case studies, and practical application.

  • Online, In-Person & Hybrid Learning Programs

    Flexible educational offerings delivered in-house, on campus, virtually, or through hybrid learning models. Programs can combine live instruction, self-paced digital content, case studies, workshops, assessments, and facilitated working sessions.

  • Customized Corporate Learning Programs

    Bespoke learning experiences designed around an organization’s strategy, operating model, transformation agenda, technology investments, and workforce capability requirements.

  • Finance Capability Academies

    Structured learning programs that build capabilities across Finance, FP&A, Controllership, Shared Services/GBS, Data & Analytics, AI, Governance, and Finance Transformation, from foundational concepts through advanced practitioner development.

Discuss with the Invictus Global Advisors team
Invictus Global Advisors

Talent & Workforce

Recruiting, Fractional Finance & Staff Augmentation

The right people to run your business and achieve your new operating model.

Operating models don't execute themselves. People do. We help you find, shape and activate the talent a modern finance function needs.

The challenge

AI is shifting finance roles from compiling data to interpreting it, modeling scenarios and supervising AI. Many teams were built for a different era. A transformation can go live while people's behavior stays exactly the same.

Guests sharing a conversation at the book launch celebration

How we help

  • Define the future talent profile.

    We identify the roles, skills and capabilities your future-state model requires.

  • Recruit the right talent.

    Recruiting the right talent for your specific needs, from critical finance roles to transformation leaders.

  • Redesign roles and reskill.

    Role redesign and capability development so your current team can work alongside AI.

  • Make adoption stick.

    Change enablement as a governed discipline with behavioral measures, not a training add-on.

  • Fractional and on-demand support.

    Fractional finance and CFO support, and staff augmentation, when you need it.

Ready to fix the model? Let’s talk.

Tell us where your operating model is holding you back.

Start a conversationWhy Invictus