I am a big believer in building a business case for investment in technology of any sort and Treasury should be setting that example for the rest of the business.
What I have found works for me is having your CFO/Head of Finance on board with the idea on an informal basis for starters. There is no one-size-fits all when it comes to what are the “benefits”/justification that would convince the budget approvers to put their seal on it; and that is why aligning your needs with that of the CFO’s is vital.
