This document outlines the process a company takes to work with clients on shared services. It involves getting to know the client's business, processes, employees, IT systems and software. They confirm their understanding by reviewing documentation with the client. Finally, they provide a written draft plan detailing how shared services could benefit the client, including benefits, costs, implementation timeline, and key elements of the ongoing process.

1. “How we work with you”

2. Financial & productivity benefits for your business
through shared services.
Financial Productivity
Labour Costs Process
Match job functions with
skill sets
Standardization
Operational control
Infrastructure savings
Document & training
Pay only for what you use
Management focus
Technology Shared “back office”
Efficient software apps 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
Activities Responsibilities
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
Knowledge &
Policies & 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” / “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