CFO Transformation Agent Trial

Experience The CFO-TA Before Broader Adoption

The CFO-TA Trial allows Sponsors and Business-Side leaders to experience The CFO-TA in a practical business setting before making a broader adoption decision.

Rather than exposing every capability within the platform, the trial focuses on a carefully selected subset of functionality and deliverables designed to demonstrate how Business Intent Design and Sponsor Intent Governance work in practice. Participants experience the platform, the governance discipline, and the structured approach that underpins The CFO-TA while creating meaningful outputs within a single bounded operating domain.

The objective is not to complete a full transformation engagement. The objective is to evaluate The CFO-TA and the Sponsor Intent Governance approach while establishing a practical Sponsor Intent foundation that can support future transformation activities and ongoing AI-enabled operations.

Because the trial is intentionally limited in scope, organizations can evaluate the platform without first committing to a broader Transformation Program. This provides a low-risk way to explore the approach, understand the value proposition, and determine whether broader adoption of The CFO-TA is appropriate for the organization.

The trial also introduces a foundational principle of Intent Governance. Sponsor Intent should be established independently from software selection, implementation activities, and governance tooling decisions. Strategy firms create strategy. Implementation partners implement. GRC platforms govern controls. The CFO-TA helps Executive Sponsors independently govern Business Intent, Scope Intent, and Transformation Approach Intent. Together these form Sponsor Intent, the Executive Sponsor-owned expression of purpose and foundation of the Transformation Definition.

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What You Will Experience

The CFO-TA Trial is built around a guided Business Intent Design experience supported by the Sponsor Intent Lifecycle Management Studio (SILMS).

Sponsor Intent is the Executive Sponsor-owned expression of purpose and the foundation of the Transformation Definition. It captures the Business Intent, Scope Intent, and Transformation Approach Intent that materially influence solution selection, contractual commitments, implementation decisions, accountability, and expected outcomes. During the trial, participants use The CFO-TA to define the outcomes they seek to achieve, establish the conditions that influence those outcomes, create governance boundaries, author priority Sponsor Intent Assets (SIAs), and define the evidence that would demonstrate whether those outcomes have been achieved.

During the trial, participants experience how The CFO-TA helps Sponsors establish, preserve, validate, monitor, improve, and prove Sponsor Intent within a single bounded operating domain. Participants use the platform to define intended outcomes, establish Conditions of Success, create governance boundaries, author priority Sponsor Intent Assets (SIAs), and define the evidence needed to determine whether intended outcomes were achieved.

Throughout the experience, participants work directly within the platform rather than simply attending demonstrations or reviewing presentations. The trial is designed to provide meaningful exposure to the workflows, governance concepts, content structures, and decision-support capabilities that differentiate The CFO-TA from traditional transformation management or requirements tools.

Participants also experience the Sponsor-Side governance model that underpins The CFO-TA. Strategy firms create strategy. Implementation firms implement. Software vendors provide products. GRC platforms govern controls. The CFO-TA helps Sponsors independently design, validate, preserve, and govern Sponsor Intent.

By the end of the trial, participants understand how Business Intent Design and Intent Governance create a governable Sponsor Intent foundation and how The CFO-TA, as the Executive Sponsor Platform, helps preserve alignment between leadership intent and operational reality.

What the Trial Helps Define

Within the single bounded operating domain included in the Trial, participants work with The CFO-TA to make consequential Sponsor Intent explicit, structured, traceable, and governable.

The Trial helps define:

The Business Outcomes leadership intends to produce
The Conditions of Success required to achieve those outcomes
Priority Core Business Definitions that materially affect interpretation
Governing principles and business rules that should remain authoritative
Accountability requirements associated with intended outcomes
Decision boundaries that should guide future choices
Exception requirements that require explicit treatment
Priority Sponsor Intent Assets (SIAs)
The evidence required to demonstrate whether intended outcomes were achieved

The objective is not to document every process, requirement, system behavior, or operating detail. The objective is to make the most consequential Sponsor Intent explicit within the selected operating domain. This foundation can then guide future decisions, initiatives, and governance activities.

Trial Prerequisites

The CFO-TA Trial is supported by BIGS, which is deployed within the client’s Microsoft environment.

Organizations should have:

Microsoft SharePoint
Microsoft Copilot licensing appropriate for participating users
A designated Sponsor
Designated Business-Side participants for the selected operating domains
Access to relevant source materials

This deployment approach allows Sponsor Intent Assets, governance artifacts, and supporting content created during the trial to remain under the client's control and within the client's environment.

How the Trial Is Scoped

The CFO-TA Trial applies a carefully bounded portion of the Alentra Transformation Methodology within a single selected operating domain.

Before the Trial begins, Alentra and the client define the operating domains, participation expectations, priority Sponsor Intent, expected outputs, and completion criteria included in the engagement. This establishes a clear evaluation boundary while allowing participants to experience how The CFO-TA supports the creation of a Sponsor-owned Sponsor Intent foundation.

The Trial focuses on the activities and outputs needed to make consequential Sponsor Intent explicit within the selected domain. The exact scope reflects the priority Sponsor Intent being addressed, the expected outputs, and the applicable completion criteria.

The Trial does not introduce a separate methodology or attempt to apply the full Alentra Transformation Methodology. It provides a bounded application of the methodology sufficient to evaluate The CFO-TA, experience the platform directly, and produce meaningful Sponsor-owned outputs.

The result is a practical Sponsor Intent foundation for the selected operating domain and a clear basis for deciding whether to adopt The CFO-TA more broadly.

Who Should Consider The CFO-TA Trial

The CFO-TA Trial is designed for executive Sponsors, transformation leaders, program leaders, business executives, and governance stakeholders who want to explore a more disciplined approach to governing transformation outcomes.

It is particularly relevant for organizations considering ERP, CRM, analytics, data, operational, or AI-enabled transformations, as well as organizations seeking to establish clearer Sponsor Intent within an existing legacy environment or ongoing AI-enabled operations.

The trial provides a practical way to evaluate both the platform and the governance approach before committing to a larger engagement.

Why The CFO-TA Trial Is Different

Most software trials focus on features.

The CFO-TA Trial focuses on Sponsor Intent.

Participants do not simply experiment with isolated capabilities. Instead, they experience how The CFO-TA helps establish a governing foundation that can align future decisions, requirements, priorities, investments, and transformation activities with approved Sponsor Intent.

This distinction is important. Organizations manage projects, requirements, scope, risks, controls, and technology. Few manage Sponsor Intent itself. Organizations often invest substantial time and resources selecting solutions, managing projects, and overseeing delivery before establishing a shared and durable definition of what leadership intends, what must remain authoritative, and what evidence will demonstrate success.

The CFO-TA Trial introduces participants to a different approach. Rather than starting with software, requirements, implementation activities, or controls, it starts with the Sponsor Intent that should govern those activities. Intent becomes explicit before consequential decisions become contractual commitments, implementation work, operating procedures, automation workflows, or AI-enabled behaviors.

The CFO-TA Trial addresses that gap by focusing first on the Sponsor Intent that should govern downstream decisions, requirements, contracts, implementations, operating procedures, and AI behaviors.

The underlying challenge is not a lack of governance. Organizations govern execution extensively. They rarely govern purpose with the same rigor. When Sponsor Intent is not established independently, the same parties that benefit from implementation, platform adoption, or governance tooling can begin shaping the definition of success they will later be measured against. The trial allows participants to experience an alternative model in which Sponsor Intent is established first and remains independent of downstream implementation and tooling decisions.

The result is a trial that demonstrates both the technology and the discipline simultaneously while producing meaningful Sponsor-owned outputs rather than temporary demonstration artifacts.

What Is Included

The trial includes:

Access to a defined portion of The CFO-TA platform
BIGS deployment within the client's environment
One selected operating domain
Structured Business Intent Design workflows
Guided content creation and refinement
Limited onboarding and support
Sponsor review and approval activities
A bounded Sponsor Intent foundation created within the client's environment

Participants leave with both hands-on experience using The CFO-TA and a practical set of governance assets that can inform future transformation discussions.

What You Receive

At the conclusion of the Trial, participants retain a Sponsor-owned Sponsor Intent foundation within their environment.

Depending on the selected operating domain, this foundation may include:

Business Outcomes and Conditions of Success
Material findings relevant to the selected domain
Intended operating direction
Priority Core Business Definitions
Priority BIOs
Governance boundaries
Accountability expectations
Evidence requirements
Recommended next actions

These assets remain within the client’s environment, are stored on the client’s infrastructure, and may serve as a foundation for broader adoption of The CFO-TA.

Because these assets are owned by the Sponsor and remain under the client's control, they can continue to guide future software evaluations, implementation activities, governance processes, operational improvements, and AI-enabled initiatives without becoming dependent upon a specific software vendor, implementation partner, or governance platform.

What Is Not Included

To maintain focus and preserve the integrity of the broader Methodology, the trial is intentionally limited.

The CFO-TA Trial does not include comprehensive Transformation Strategy development, Meaning-Aligned Requirements (MAR), Transformation Roadmaps, software evaluations, vendor comparisons, vendor scoring, Solution Selection activities, Sponsor Intent Validation Plans (SIVPs), Sponsor Intent Test Cases (SITCs), Sponsor Intent Testing (SIT), implementation governance, Prove Outcomes activities, Sustain Intent activities, or broader Program governance activities.

The trial is designed to demonstrate a focused portion of the platform rather than replicate the scope of a full CFO-TA adoption.

See the Platform Value Beyond the Initial Trial Domain

The CFO-TA Trial provides a focused entry point into the Executive Sponsor Platform. The complete Platform supports twelve integrated value opportunities across definition, alignment, validation, and durability.

>> Explore the 14 CFO-TA Value Opportunities

Begin with the Operating Domains That Matter

The CFO-TA Trial is applied to one consequential but clearly bounded operating domain.

An operating domain may encompass:

A business capability
A process family
An operating challenge
A planned ERP, CRM, analytics, automation, or AI-enabled initiative
A priority outcome
An existing operating environment
A domain where accountability or meaning remains unclear
An activity where automation or AI requires explicit boundaries

The Trial establishes focused Sponsor Intent that can be used immediately and expanded later if broader Sponsor Intent Lifecycle Management needs emerge.

Trial Outcomes

By the conclusion of the trial, participants will have experienced how The CFO-TA supports structured Business Intent Design while creating a meaningful Sponsor Intent foundation for the operating domain included in the trial.

Organizations leave with a clearer understanding of their intended Business Outcomes, Core Business Definitions, governance boundaries, priority BIOs, accountability expectations, and evidence requirements. More importantly, they gain first-hand experience with how Sponsor Intent Governance AI can help Sponsors maintain alignment between approved Sponsor Intent and future transformation or operational decisions.

More importantly, they gain first-hand experience with how The CFO-TA helps Executive Sponsors establish, preserve, validate, monitor, improve, and prove Sponsor Intent while maintaining alignment between approved Sponsor Intent and future transformation, operational, automation, and AI-enabled decisions.

Participants also experience how the Executive Sponsor Platform supports both Intent Governance and Execution Governance. Intent Governance helps govern purpose. Execution Governance helps verify that downstream decisions and activities remain aligned to that purpose.

The trial provides a practical basis for deciding whether broader adoption of The CFO-TA as the Executive Sponsor Platform is appropriate for the organization.

Trial Fee Structure

Fixed, non-refundable Trial Fee
Pricing based on the single operating domain selected
100% credited toward a qualifying upgrade
No partial continuation beyond trial scope
Clear decision gate at completion

This protects both momentum and governance discipline.

Ready to Experience The CFO-TA?

The CFO-TA Trial provides a focused, practical, and low-risk way to experience The CFO-TA, Business Intent Design, and Sponsor Intent Governance before broader adoption.

By combining a guided Business Intent Design experience with hands-on use of BIGS within the client’s Microsoft environment, the trial allows organizations to evaluate the platform, the governance discipline, and the Sponsor-Side operating model in a meaningful business setting.

Participants also experience the separation-of-responsibilities model that sits at the center of the approach. Sponsor Intent is established independently. Technology and implementation decisions are evaluated against that intent. Validation is performed against Sponsor-approved standards. This independence helps preserve transparency, accountability, and alignment as organizations move from strategy into transformation and ongoing AI-enabled operations.

The CFO-TA is the Executive Sponsor Platform. It helps Executive Sponsors govern their three Sponsor-owned responsibilities: Business Intent, Scope Intent, and Transformation Approach Intent. Together these form Sponsor Intent. The platform helps establish, preserve, validate, monitor, improve, and prove Sponsor Intent throughout the Transformation Program lifecycle and ongoing operations.

The CFO-TA helps organizations make better transformation decisions before they become contractual commitments, implementation activities, operating procedures, automation workflows, or AI-enabled behaviors. The Trial allows Sponsors and Business-Side leaders to experience that approach directly within a bounded operating domain.

Experience The CFO-TA. Establish a Sponsor-owned Sponsor Intent foundation. Experience the Executive Sponsor Platform. Decide what comes next.

>> Get the Complete Solution Selection Playbook

>> Learn How CFO-TA Works

>> Explore The CFO-TA Platform

>> Review How to Start an Engagement

>> Review How We Engage to determine the right engagement model for your situation

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