Assessing and Evaluating - Shared Services or BPO - Which Solution Is Right for Your Organization?
March 21, 2007 - 9 am to 5 pm
Sharedxpertise Training Centre, Brussels, Belgium
This practical, hands-on training program delivers a truly objective, neutral and comprehensive overview of the role shared services and/or outsourcing can play in back-office transformation. It also provides tools and techniques for completing an in-depth analysis of which transformation option is right for an organization, and equips managers to identify inputs into a facts-based business case for senior management.
At the end of the program, participants will be able to complete the initial assessment for business process transformation, they will be able to:
- Outline the strategic context for back-office transformation
- Identify and specify the need for change
- Assess the ‘as-is’ situation
- Understand the external marketplace
- Envision the ‘to-be’ service delivery model
- Understand the transition process
- Shape the commercial model
Who should attend?
Opportunity owners and program managers who have been assigned responsibility for business process improvement programs in the formative stage. Lead transformation executives.
TRAINING PARTNERS:
Nick Atkin, Director, Deloitte
Nick is a Director in the European shared services and Outsourcing advisory practice within Deloitte. Nick’s area of specialism is Pan European shared services, Outsourcing and off-shoring advisory. Nick joined consulting in 1995 to focus on this area. Prior to joining Deloitte Nick worked within an international Tier one BPO provider helping to establish and build the BPO operation. Nick also structured a number of BPO deals for major clients all of which had an Indian off-shore processing hub along with regional centres to support language based processes. In Europe these centres were based in Central Eastern Europe. Nick is now focusing on providing client side BPO advisory support to clients throughout the BPO lifecycle.
Recent relevant experience:
Major UK retail organization – Worked with this leading high street retailer to develop the outsourcing strategy for Finance and Accounting and Human Resources. Developed the programme approach, identified and selected the processes appropriate for outsourcing, developed the RFP and worked with the client to select the appropriate service provider. Also supporting the client to develop the key areas for negotiation with the service provider.
Global Gases organization – Designed the outsourcing delivery model and deal structure for a global Finance and Accounting (F&A) BPO transformation programme. This process included selection of appropriate locations, agreeing the migration strategy, global delivery model design, efficiency savings as well as commercial structure and legal requirements. The delivery model included establishing a global outsourcing centre in India with regional centres in Europe and North America.
Global Insurance provider – Helped this organization to evaluate the opportunities to off-shore and / or outsource back office processes including F&A, operations and claims handling. This strategic review evaluated the options around the delivery model to assess whether a captive off-shore centre, an outsourced delivery model or a combination would be most effective. Our advice supported the design of the delivery model including processes, technology requirements, regulatory issues and service level standards. The evaluation of the business case options and the migration strategy for back office transformation where also delivered.
Kate Mathias, Senior Manager, People & Change, Human Capital, Deloitte
Kate has over 7 years experience gained in both HR specialist outsourcing and consultancy roles. She is a capable project manager, experienced in delivering complex workstreams and programmes effectively for clients. Kate has a practical and pragmatic approach to project and stakeholder management. She is strong leader and provides clear direction and confidence to multi party project teams.
Kate is a member of our Human Capital practice within London. She has worked across a number of different sectors, and focuses now on our CCI (Consumer, Commerce and Industry) sector. She is a key member of the Global HR Transformation working group.
Kate has in depth experience of developing business cases for HR transformation, designing and delivering service delivery models, detailed process design, HR BPO advisory, continuous improvement projects and troubleshooting, technology specification and implementation, and delivering training and communications.
Recent relevant experience:
- Shared services design and implementation
- HR BPO advisory
- Technology specification and implementation
- Project and programme management for HR Transformation initiatives
Selected clients:
BP
RHM Plc
Rolls-Royce
Astra Zeneca
Deutsche Bank
ABN Amro
UBS
Merrill Lynch
Deloitte’s Human Capital Practice
As the largest fully integrated HR capability in the UK, with experience in HR strategy, change leadership, pensions, HR transformation, compensation and benefits, e-learning and employee tax, our 700+ consultants (incl. Employer Solutions in Tax) identify, manage and solve the people issues that cause businesses to perform below their potential. We are the only professional services firm with a broad and deep HR capability and the only HR consultants with an integrated tax capability.
Deloitte’s HR Transformation Services
Businesses today face significant HR challenges that barely existed a few years ago. Increasingly, HR success will hinge on anticipating workforce trends, finding the best talent, and learning to harness the full potential of workers whose values and work habits are very different from those of the existing workforce. Most HR organizations are not yet equipped to deal with these shifting challenges.
Deloitte's HR Transformation services address two sets of drivers: focused inward on HR to find ways to manage and deliver existing HR services better, faster and cheaper; and focused outward – toward the enterprise – to help businesses succeed and grow in an environment where competition is global and talent is scarce.
