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Advocating Automation to the CFO (Part One) | UiPath


Seth Catalli is an Enterprise Sales Leader at UiPath.


Imagine you have thirty minutes with your chief financial officer (CFO) to present the business case for an automation technology. The investment will be in the millions of dollars. You have done your homework and have broad support within the organization. Your mindset is that you are not advocating for an IT project, you are advocating for business transformation that has IT components.

To create awareness prior to the meeting, you’ve given the CFO external benchmarks from peer companies and the McKinsey Digital report showing that automated processes are becoming the “primary drivers of productivity.”

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