Podcast Recap: Why FP&A Software Implementation Fails—and How to Succeed Before You Start

Last week, our VP of Product, Kate Drenckhahn, and Head of Customer Advocacy, Desiree Norquist, joined us on the Bridging the Deficit Podcast to share candid insights on why FP&A software implementations often fall short—and how to set yourself up for success.

Here’s a quick recap of the conversation:

Go Beyond “Copy-Paste” From Spreadsheets

Spreadsheets tend to mask issues—data inconsistencies, workflow bottlenecks, and governance gaps. Moving to a modern FP&A platform isn’t just about rehosting old models—it’s your chance to clean, streamline, and enhance your processes.

Change Isn’t Automatic

Even the best tool won’t stick if contributors resist. Finance teams often underestimate how much discomfort comes with change. That’s why we’ve focused on making Centage feel intuitive—Excel-like meters without sacrificing power—to support adoption.

Preparation Is Your Advantage

Teams that arrive with clean data, clear goals, security requirements, and success metrics are ready to go. Those who don’t often see implementation timelines—and costs—balloon out of control.

Flexibility Wins—Especially In Dynamic Scenarios

Static spreadsheets topple when workforce planning gets hard, reductions hit, or economic shifts accelerate. You need a platform that allows quick scenario modeling and adjustments without breaking.

Keep Timelines Tight With Leadership and Structure

A clear kickoff—supported by an executive sponsor, defined roles, priorities, and milestones—makes it easier to stay on schedule, navigate decisions, and avoid scope creep.

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Watch The Full Podcast Below 👇

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⏰ Timestamps: 

00:13 Opening: Why is implementing FP&A software more than just flipping a switch?
01:44 The Common Pitfalls
04:38 The Pre-Work Checklist
11:53 Customer Stories
15:12 Why Now? Outro