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1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDFABJune11,2003CustomerAssessment2DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDGlobalandlargecompaniesheavilyusesharedservicecentersandERPpackages,raisingtheirexpectationsfromBPOdealsThereisahighinterestforFABPOacrossindustries,asfewprocesseshaveyetbeenoutsourced,besidespayrollForproviderswhocanprovidecostreductionsandimprovedefficiency,therewouldbeopportunity...
1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDFABMay30,2003CompetitiveAssessment2DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDFAoutsourcingisacrowdedmarketplace,withservicesofferedbyITandtraditionalconsultingcompanies,pureBPOplayers,andcompanieswithlargesharedservicecentersinlowcostlocationsCurrentlythemarketisstillhighlyfragmented,andnoclearmarketleaderhasyetemergedContinuedmarketentryaswellasconsolidat...
AmericanExpressITFindingSummaryBaselining:1.EarlyintheFindingProcessitwasrequestedandagreedthatthefindingresultsbeprovidedintheformofanExcelSpreadsheettoexpeditedocumentationandtheHighLevelAssessmentQuestionnairesprovidedAXPwouldnotbeutilizedexceptforaguideastoinformationneeded.Thiscompressedthefindingsdocumentsresultsintoonedocumentthatcouldthenbeeasilybesharedandpassedamongmultiplepeoplerathe...
IN-SCOPEIN-SCOPEFTECountAdjustedFTECountMaint/SupportOperatingBudgetMaint/SupportChargebackRatesBusinessProcessAreaHighMaintAppPheonix(W)NewDelhi(E)Brighton(C)%byBPAreaPheonix(W)NewDelhi(E)Brighton(C)TotalByAppTotalByBus.ProcessPheonix(W)NewDelhi(E)Brighton(C)TotalPheonix(W)NewDelhi(E)Brighton(C)TotalVendorPayables012TAPS240%00.800.8$-$35,362$-$35,362$-$99,394$-$99,394Millennium940%03.603.6$-$1...
FinanceasaBusinessInitialPlanandNextStepsRevieww/TomIseghohiApril8,20032ExecutiveSummary–ValuePropositionforFABPhase1WhywouldAmexwanttobeintheFinanceandAccounting(FA)BPOmarket?•Drivesprocessexcellenceandinternalefficiencies,resultinginoutstandingcustomerservicetobothAXPanditstargetmarket•CommercialgradetechnologysolutionsrealizedmorequicklyforAXP•Transformsacostcentertoarevenueproducer,ge...
FinanceasaBusinessInitiativeKick-OffMeetingApril30,20032Whataretoday’sobjectives?LaunchFinanceasaBusiness(FAB)InitiativeIntroduceProjectTeamProvideanOverviewoftheProjectShareExpectationsandNextStepsQA3FABinsightsFABisaPartofAXPControllership5YearStrategyAXPandCGEY–FirstPhasePartnershipWhyFAB?HowDoWeUnderstandifFABistheRightStrategy?FABProjectPhasesHighLevelAssessmentDu...
March27,2003Mr.TomIseghohiExecutiveVicePresidentAmericanExpressCompany200VeseyStreetNewYork,NY10285DearMr.Iseghohi:WeenjoyedourrecentmeetingconcerningFinanceasaBusiness(FAB)anddiscussingourproposedCapGeminiErnstYoungU.S.LLC(CGEY)involvementincreatingaFABbusinessplan.Weappreciatethetimeyouandyourteamallottedtous,andweareexcitedaboutexploringthepotentialbenefitsofanAXP/CGEYventureintoFAB.Thislett...
FinanceasaBusinessDiscussionDocument3/05/03StrategyMeeting2MeetingObjectivesDiscusscurrentandfuturestateforFABPOasitrelatestobothofourstrategiesProvideourPOVonwhat’sneedednowtogetto2005goalsCredentializeourabilityandinterestinpartneringinthemarketAgreetomoveforwardwithimmediatenextsteps,includingdevelopmentoFABusinessplan3ExecutivesummaryAXPandCGEYsharethesamegoaltobeprominentintheFi...
May,2003[TYPEFCNAMEHERE,IFAPPROPRIATE]FABQuestionnaire-TechProprietaryConfidentialFAB–TechnologyQuestionnaireINSTRUCTIONSThisquestionnaireisdividedintothreesections:oGeneralquestions(section1)oApplications/systemsreview(sections2~3)oITInfrastructure(sections4-6)TheApplications/systemstargetedforreviewrelatetothefollowingprocesses:oVendorsPayableoTEoReconciliationsoFixedAssetsoPayrolloDisbu...
1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDSummaryofinformationrequestedin“Questionnaires”ProcessQuestionnaireTechnicalQuestionnaireGMQuestionnaireAudience:AppropriateProcessOwnersAppropriateAETOwnersFCGeneralManagerTypesofinformationrequestedinquestionnaire:•Financialdata(budget,fcst,actual)•Organizationalcharts•Processmapswithassociatedsystems•ABCinvoices•Processstrengthsandweaknesses•Metr...
May,2003[TYPEPROCESSNAMEHERE]FABQuestionnaire-ProcessProprietaryConfidentialFAB–ProcessQuestionnaireINSTRUCTIONSThistemplateindicatesthetypesofinformationthatwewouldliketocollect.Ifthedataexistsinanotherformatpleasefeelfreetosendattachmentsandclearlyindicatetherelatedsection.OurfocusiscontentandNOTformatThenatureofthisdatacollectiontemplateisthatitisbestcompletedbytheprocessownersItisimpor...
May,2003[TYPEFCNAMEHERE]FABQuestionnaire-FCGMProprietaryConfidentialFAB–FCGMQuestionnaireINSTRUCTIONSThistemplateindicatesthetypesofinformationthatwewouldliketocollect.Ifthedataexistsinanotherformatpleasefeelfreetosendattachmentsandclearlyindicatetherelatedsection.OurfocusiscontentandNOTformatThisquestionnaireshouldbecompletedforyourFCandthemarketsandprocessesthatitservicesSeparatequestion...
FinanceasaBusinessChargeCode:20010172HOURSRATESFEESEXPENSESTOTALAsof07/11OriginalPlanActualVarianceActualVarianceActualVarianceActualVarianceOriginalPlanForecastVarianceHoursJoeRahaim(VP)180236(56)$165$165-$29,700$38,940(9,240)$2,320ChuckDeLone(VP)4548(3)$195$195-$8,775$9,360(585)$-CarolPasmore(VP)45837$175$175-$7,875$1,4006,475$-PaulOBoyle(M)360603(243)$85$85-$30,600$51,255(20,655)$397JennSchi...
FinanceasaBusinessChargeCode:20010172HOURSRATESFEESEXPENSESTOTALAsof07/11OriginalPlanActualVarianceActualVarianceActualVarianceActualVarianceOriginalPlanForecastVarianceHoursJoeRahaim(VP)180226(46)$165$165-$29,700$37,290(7,590)$2,008ChuckDeLone(VP)4566(21)$195$195-$8,775$12,870(4,095)$-CarolPasmore(VP)45837$175$175-$7,875$1,4006,475$-PaulOBoyle(M)360603(243)$85$85-$30,600$51,255(20,655)$386Jenn...
GYRAt-RiskOn-TargetCriticalIssuesFinanceatitsBestStatusReport–Weekending5/30/03ProjectWeek#4OVERALLSTATUSPROJECTMANAGEMENTFAPROCESSHRASSESSMENTGO-TO-MARKETITINFRASTRUCTUREAPPLICATIONSFINANCIALMODELINGBUSINESSMODEL/ROADMAPWorkstreamanticipatedstartingafterfirst06/16gatemeetingISSUES/CHALLENGESCURRENTWEEKISSUES–05/30OUTSTANDINGPRIORWEEKISSUESISSUE/CHALLENGEACTIONASSIGNEDTOLEVELISSUE/CHALLENGEPR...
GYRAt-RiskOn-TargetCriticalIssuesFinanceatitsBestStatusReport–Weekending5/23/03ProjectWeek#3OVERALLSTATUSPROJECTMANAGEMENTFAPROCESSHRASSESSMENTGO-TO-MARKETITINFRASTRUCTUREAPPLICATIONSFINANCIALMODELINGBUSINESSMODEL/ROADMAPWorkstreamanticipatedstartingafterfirst06/16gatemeetingISSUES/CHALLENGESCURRENTWEEKISSUES–05/23OUTSTANDINGPRIORWEEKISSUESISSUE/CHALLENGEACTIONASSIGNEDTOLEVELISSUE/CHALLENGEPR...
GYRAt-RiskOn-TargetCriticalIssuesFinanceatitsBestStatusReport–Weekending5/16/03ProjectWeek#2WORKSTREAMOVERALLSTATUSACCOMPLISHMENTS/MILESTONESProjectMgmntFinalizedworkplanandquestionnaires–burnedtoCDanddistributedHeldfirstmeetingsre:FABprocessreviewcriteriaConductedFCEastGMinterviewFAProcessHRAssessmentReceived2ofthe14processquestionnaires.Expecttoreceiveallcompletedquestionnairesby5/1...
GYRAt-RiskOn-TargetCriticalIssuesFinanceatitsBestStatusReport–Weekending5/9/03ProjectWeek#1WORKSTREAMOVERALLSTATUSACCOMPLISHMENTS/MILESTONESProjectMgmntCompletedKick-offmeeting(allFCs)ProjectteammemberassignmentsandintroductionsUpdateprojectworkplanFAProcessHRAssessmentCompletedWorkingSessions(FC-West,FC-Central,FC-East)IdentifiedprocessownersandSMEs(BLs,SDLs,TLs,otherSMEs)Distribu...
GYRAt-RiskOn-TargetCriticalIssuesFinanceatitsBestStatusReport–Weekending6/27/03ProjectWeek#8OVERALLSTATUSPROJECTMANAGEMENTFAPROCESSHRASSESSMENTGO-TO-MARKETITINFRASTRUCTUREAPPLICATIONSFINANCIALMODELINGBUSINESSMODEL/ROADMAPISSUES/CHALLENGESCURRENTWEEKISSUES–06/27OUTSTANDINGPRIORWEEKISSUESISSUE/CHALLENGEACTIONASSIGNEDTOLEVELISSUE/CHALLENGEPROGRESSLEVELProjectMgmntFinalizingcalendarandmeetingti...
GYRAt-RiskOn-TargetCriticalIssuesFinanceatitsBestStatusReport–Weekending6/20/03ProjectWeek#7OVERALLSTATUSPROJECTMANAGEMENTFAPROCESSHRASSESSMENTGO-TO-MARKETITINFRASTRUCTUREAPPLICATIONSFINANCIALMODELINGBUSINESSMODEL/ROADMAPISSUES/CHALLENGESCURRENTWEEKISSUES–06/20OUTSTANDINGPRIORWEEKISSUESISSUE/CHALLENGEACTIONASSIGNEDTOLEVELISSUE/CHALLENGEPROGRESSLEVELProjectMgmntNoneNoneFAProcessHRAssessm...
