2. Financial & productivity benefits for your business
through shared services.
Financial Productivity
Labour Costs Process
reduction Standardization
Function vs skill sets
Infrastructure Operational
savings control
Pay for use only Document & training
Technology Management
Specific software focus
apps Shared “back office”
partnership
3. We focus our efforts on the areas important to the
owners and managers of the business.
Getting to know Getting to know
the management the business
Objectives Business model
Expectations Requirements
Priorities Strengths /
Weakness
4. We focus on the current business process & skills.
Getting to know Getting to know
the process the employees
Business Employee skill
functions sets
Operational Responsibilities
Activities
Documentation Organization
Process
5. We focus on the current IT & software.
Getting to know Getting to know
the IT systems the software
assets
Systems Requirements
Service Provisions Documentation
Policies & Knowledge &
Procedures Training
6. We focus on the discussion of our findings.
Confirmation of review
Review & confirmation of
documentation developed from
employee interview
Raise questions and issues
about the business process and
undertake discussions
Discuss how a “custom service
plan” through “shared
services” may be beneficial to
your business.
7. We provide a written going forward draft plan.
Presentation:
- Written plan
- Timetables
- Flow chart showing:
- job positions &
-flow of financial
information
Discussion points: - Benefits
- Vital “back-office” partnership
- Costing & savings
- Implementation & “go-live” strategy
8. Key elements included in the draft plan.
- Start of service process
- Key persons involved
- Accounting issues
-Transition process and change of
management
- Data and user security
- Accountability
- Day to day business process issues
- Technology - software and
infrastructure issues
- Data migration
- Confidentiality
- End of service process & transition
