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Welcome to data-driven transformation. Use the power of
data to give you visibility into your organization and
processes to drive improvements in cost, focus and agility.
It’s time to power up
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2.
We need to evaluate our resource and cost structure to set
informed targets for this transformation program. We need to
know how many resources we have, where they are, what they
are doing, who they are doing it for, and how much it costs.
We also need to know how we are utilizing our shared services
organization, how focused we are on value-adding activities,
how efficient our processes are and which parts of our business
are leading and lagging.
We need to benchmark our performance internally and
externally to set targets. And we need to know how this will be
tracked over time.
Here’s the challenge from
an executive leader:
Just a second. I need to log in first.
B
¯_(ツ)_/¯
A
Choose the best answer:
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Introducing Answer B:
Connected Insight transformation analytics
platform.

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Process KPI’s
Revenue
Volumes
Labor Cost
Resources
Configured 100% based on your structure and definitions
End-to-end visibility across your organizations and processes,
with no blind spots
Agile analytics using 12 dimensions
Internal + external benchmarking to set informed targets and
diagnose the path to improved performance
Highly automated data gathering process completed in 7-10 days
Y
ou own it. We get you running, then you keep running
Fortune 1000 companies use Connected Insight’
s innovative platform to drive improvements in focus, cost, and agility.
More insight. More impact.
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“CFO,$5BillionGlobalMiningEquipmentCompany
UsingCItodriveourprogram
isthedifferencebetween
Googlemapsandacompass
ConnectedInsightwasdeployedforrapidly
establishingaglobalsharedservices
organizationandtodrivebenefitsfrom
technologyinvestments
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5.
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7
2
1
5
6
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Visibility
Focus
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Benchmarking
Cost Optimization
Shared Services / BPO Optimization
Merger Integration
or Divestiture
ERP and Process
Automation ROI
Sustaining
Momentum
Process Type
Sub-Process
Process
Function
Client/Entity
Center
Location Type
Location
Country
Region
Division
Business Unit
12 Dimensions
One Data Set, Multiple Use-Cases, Many Users
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6.
Drive momentum and accountability
by engaging leaders at all levels with data
Collaboratively set targets and define
roadmaps
Provide role-specific insight and
information
Single source of the truth to keep your
teams driving the same direction.
CI’s data-set mirrored to your
PowerBI or other preferred
reporting environment
Agile analytics using CI’s powerful
12 data dimensions
You develop analytics and
dashboards to drive your program
Data gathering and validation
3 modules: Center, Enterprise,
Benchmarking
Definitions and mappings
Structured dashboards & analytics
Target setting and action tracking
Data-Driven Leadership
Analytics Engine
Data Platform
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Valuable insight
beyond what’s
available through
ERP
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Do you know... Answer
1 Total resources and cost in a function? ERP
2 What parts of the business do their headcount and cost belong to? ERP
3 Is size and cost optimal relative to the size of the business? ERP
4 What they do?
5 Who they do it for?
6 How much of the organization is driving business value?
7 How efficient your processes are? Leading and lagging areas?
8 The impact of your shared services organization?
9 Your global process footprint?
10 Where are your priority improvements and benefit impacts?

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-CFO, $9 Billion Automotive Supplier
“
We now have more
insight than we have ever
had anywhere at any time
Connected Insight was deployed to set
targets for organization focus and
efficiency, driven by expanding and
optimizing shared services
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9.
Highly efficient data gathering completed in 7-10 days.
Refresh in 1 – 2 days.
Configured 100% based on your structure
and definitions
Validation
Data gathering
Configuration
Your control tower, using your specific configuration and
powered by a highly efficient process
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10.
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Cc Ec
CENTER CONNECT
Your Global Business Services operations now have
extensive and structured visibility to resources, cost
and performance. Center Connect enables your
shared services (and BPO) organizations to drive
improvements through internal benchmarking using
metrics, allowing you to drill down and around your
organization. Data structures, metrics and dashboards
are specifically designed for shared services.
ENTERPRISE CONNECT
End-to-end visibility across your entire business.
Data and analytics are structured to drive cost and
performance improvement. Analytics are integrated
with Center Connect to give you end-to-end
visibility that incorporates resources and cost in
your shared services organization by any
dimension.
Purpose built to deliver insight with no blind spots
CI’s Center and Enterprise modules work together to give you end-to-end Process visibility
across your organizations

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“CFO,$2BillionDivisionofaglobalmanufacturer
Thisisinsightwe’ve
neededbutnever
hadbefore.
ConnectedInsight’splatformwasusedto
scopeandtargetatransformation
outsourcing/GBSevaluation.
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Connected Insight integrates with your preferred analytics platform, mirroring the dataset to your
environment. Your teams can design analytics and dashboards to fit your specific use-cases.
Your data and analytics at your fingertips
Summary of internal benchmarking
across the organization
Function Heatmap
Operational Efficiency
FTE per Revenue, Cost as % of
Revenue
1 Focus
% FTE performing
value-added work, FTE per
Billion on value added work
2
Summary metrics for the
organization
Toggle between different
dimensions (regions,
countries, BU’s, divisions)
Agility
% FTE in GBS, % labor cost
in GBS
3
Multiple dimensions
Multiple dimensions to filter to
specific focus
4
Evaluate and internally benchmark
using the key metrics driving your
objectives. Where are you leading and
lagging and where are the key focus
areas?
Dashboard
Function Heatmap

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Visualize your footprint, resource and cost
profile, combined with analytics using process
and organization dimensions. Use CI’s 12 filters
to provide role specific focus to business,
process and organization leaders at all levels.
Create your “newco” synergy targets by
analyzing legacy companies side-by-side.
Evaluate resource, cost and performance
profiles to set informed targets and solutions.
Define solution and benefit roadmaps to reach
your targets incorporating step-by-step
impact. Track your progress.
Evaluate and target your process automation
opportunities. This dashboard incorporates 3
key “driver analytics” used by the client to
prioritize targets (current process efficiency,
degree of centralization, and span-of-control).
Merger Integration
Process Automation
End-to-end Visibility
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Fortune 1000 companies have used Connected Insight to drive a broad range of programs and objectives.
Analytics to fit your specific focus

14.
Evaluate the coverage of your GBS (or BPO)
organization across processes and business
dimensions. Identify organizational overlap
and inconsistencies. Target and prioritize
where to expand and improve.
What are the strategic objectives for your GBS
and/or BPO organization? How are those
objectives measured and tracked? An example
from a GBS organization
Drive ROI on process automatio
Expand GBS value-added focu
Put the “G” in GBS by globalizing
4. Optimize and standardize GBS coverage
Business leaders relying on GBS want visibility
to cost and performance of their processes
and targets for improvement. This dashboard
provides an overview of key metrics. Using CI’s
12 dimensions, users can filter to specific parts
of the business to have data-driven
discussions.
GBS Strategic Focus
GBS Optimization
GBS Expansion
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Power up your GBS organization

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Drive improvements in your process
performance through a 3 tier KPI framework.
Tier 1 measures your objective for efficiency
and effectiveness. Tiers 2 and 3 measure the
drivers that impact your performance
objectives. Toggle between views showing key
figures, trends and benchmarking.
Data-driven leadership
How focused is your organization on driving
business value and commercial success? Or
compliance? transactional work? Evaluate your
organization using your definitions.
Benchmark across your business to set targets
and drive improvements.
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Organization Focus
Process Optimization
Monitor progress and drive momentum to
reach your targets. Track changes in
resources, cost and process performance.
Use CI’s 12 dimensions to identify where you
are leading and lagging across your business
and processes.
Impact Tracking

16.
With CI you can use external and internal
benchmarks to set informed targets, then
use CI's 12 dimensions to diagnose the
solution roadmap
CI's dataset and process configuration
accommodates external sources such as
APQC or Hackett Group
CI Benchmark Configuration UI
Seamlessly toggle between your
process definitions and
benchmark provider definitions
CI’s platform combines the power of internal and external
benchmarking
Example Benchmark
Dashboards
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Connected Insight structures your benchmark analysis to set
informed targets and actions
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How does the size, cost and focus of our
function compare to industry benchmarks?
Benchmark and target your obejctives
FTE per Billion Revenue
Labor Cost as % Revenue
% Organization Driving Business Value
How efficient is Process X?
Drill down to process level to evaluate targets
FTE & Cost per Revenue
Cost per transaction
Volume per FTE
Span of Control
% GBS
Average cost per FTE
What is the level of automation and simplification
impacting Process X?
Diagnose the process to find key improvement drivers
Level 2
Level 1
APQC External + CI Internal
Benchmarking
L E G E N D
CI Internal Benchmarking
Level 3
# Manual Interventions
% electronic
Cycle Time
# Process Variations
# Out of Cycle
Analytics from process mining, ERP, automation
platforms
Examples

18.
“We talk a lot about being data-driven.
This is the best example we have” -GlobalProcessOwner
“This has really opened our eyes”-GlobalTransformationLeader
“I’m a data junkie. This is powerful”-DirectorGroupStrategy
“Our CFO needs to see this”-VPMergerIntegration
Take bigger steps.
Move faster.
Transform your organization
with Connected Insight.
Power Up
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19.
135 S State College Blvd
Brea CA, 92821
North America
De Cuserstraat 93
Amsterdam, Netherlands
1081 CN
Europe - AMS
Avenue Louise 523
Brussels, Belgium
B-1050
Europe - BRU
hello@connected-insight.com
connected-insight.com
C O N N E C T E D I N S I G H T
Transformation Apps + Advisory Services
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