AI Upskilling — Requirement AnalysisTakes about 10 minutes

Tell us what your team needs to actually ship.

A few clear answers let us propose the right session format, length and content — instead of a generic course catalogue. Sessions are single engagements, typically 4, 6 or 12 hours.

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Section 1

1. Participant Profile & Scale

1. How many people are expected to join?

2. What roles/job titles will attend (AP/AR, financial analysts, FP&A, controllers, treasury, internal audit, CFO office)?

3. Is this one finance sub-team, or a mix across several?

4. What is the general seniority mix?

5. Would everyone attend the same session, or do different groups need separate sessions (e.g., a leadership-level 4h overview plus a hands-on 12h session for analysts)?

Section 2

2. Current Tools & Baseline

6. What accounting/ERP/finance systems does the team currently use (SAP, Oracle, Tally, QuickBooks, Excel, Power BI, etc.)?

7. Are they already using any AI tools today - ChatGPT, Microsoft Copilot, Excel AI features, or others - even informally?

8. How would you describe the team current comfort level with AI?

Section 3

3. Session Length & Depth

9. Which format fits best?

10. What is the one outcome that would make this worthwhile - e.g., staff leaving able to use AI for reconciliation, reporting, or forecasting tasks day one?

11. Any specific finance workflows the session should focus examples on (month-end close, budgeting, variance analysis, invoice processing, audit prep, cash flow forecasting)?

Section 4

4. Tools of Interest

12. Any specific AI tools you would like the session centered on (Copilot, ChatGPT, Claude, Power BI with AI, Excel AI, etc.)?

13. Is your organisation currently licensed for, or evaluating, any AI platform we should design the session around?

14. Any tools off-limits for data security or compliance reasons?

Section 5

5. Timeline & Logistics

15. How soon would you like this delivered?

16. Any driving deadline (year-end close, audit cycle, system rollout)?

17. Preferred format

18. Preferred scheduling

Section 6

6. Data & Compliance

19. Any data confidentiality constraints - e.g., no real company financials used in exercises?

20. Does session content need internal security/compliance sign-off before delivery?

Section 7

7. Decision Process

21. Who is the internal sponsor or decision-maker for this?

Tell us what your team needs to actually ship.

1. Participant Profile & Scale

2. Current Tools & Baseline

3. Session Length & Depth

4. Tools of Interest

5. Timeline & Logistics

6. Data & Compliance

7. Decision Process

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