As Ideagen scaled from roughly £50M ARR to five times that size, complexity threatened accountability. Driver helped lead a shift to a regional operating model, breaking the business into three clear regions with defined ownership. Finance redesigned reporting and management information, restoring focus, accountability, and execution discipline—leaving the company stronger and more scalable.
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Now Watch our Complete Episode Featuring CFO Toby Driver of Ideagen
At Ideagen, CFO Toby Driver explains how deal advisory and private-equity operations shaped a business-first finance style. He began with an apprenticeship at 18, pursued transaction services, then moved in-house to run reporting, M&A, and integrations end-to-end. He describes Ideagen’s mission-critical GRC platform—used by about 15,000 customers and roughly 2 million daily users—to help organizations manage safety, quality, and compliance. Driver outlines SaaS health metrics like ARR, retention, and expansion, plus finance’s role in pipeline discipline. He shares AI use cases to automate transactional work and improve decisions. A regional operating model restored accountability as the company scaled fivefold quickly.
| CFO’s Strategy Playbook |
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| • Design accountability through clear operating units |
| • Put customers first in resource tradeoffs always |
| • Use AI to shift finance upstream faster today |