1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDJuly2003BPOSurveyofAccountExecutivesFinanceandAccounting(FA)BusinessProcessOutsourcing(BPO)2DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDGlobalandlargecompaniesheavilyusesharedservicecentersandERPpackages,raisingtheirexpectationsfromBPOdealsThereisahighinterestforFABPOacrossindustries,asfewprocesseshaveyetbeenoutsourced,besidespayrollForproviderswhocanprovide...
1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDFinanceandAccounting(FA)BusinessProcessOutsourcing(BPO)July2003MarketSizing2DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDTheglobalFABPOmarketsizefor2003accordingtoGartnerandIDCisabout$34billionCGEYbottom-upanalysissizesthemarketatabout$22billionFAoutsourcingisamongthefastestgrowingsegmentswithinprofessionalservices,witha13%CAGRfortheperiod2000-2005,comparedto...
1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDJuly2003MarketAttractivenessFinanceandAccounting(FA)BusinessProcessOutsourcing(BPO)2DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDFAisarelativelynewmarketwhichissizedat$28billiongloballyandisprojectedtogrowat13%forthenextfewyearsManylargeandsmallcompaniesaroundtheworldareexpressingstronginterestinFAoutsourcing,notjusttocutcosts,butmoreimportantlytodrivebusinesst...
1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDJuly2003DetailedCompetitiveAssessmentFinanceandAccounting(FA)BusinessProcessOutsourcing(BPO)2DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDFAoutsourcingisacrowdedmarketplace,withservicesofferedbyITandtraditionalconsultingcompanies,pureBPOplayers,andcompanieswithlargesharedservicecentersinlowcostlocationsCurrentlythemarketisstillhighlyfragmented,andnoclearmarketl...
1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDJuly,2003CompetitiveAssessmentFinanceandAccounting(FA)BusinessProcessOutsourcing(BPO)2DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDFAoutsourcingisacrowdedmarketplace,withservicesofferedbyITandtraditionalconsultingcompanies,pureBPOplayers,andcompanieswithlargesharedservicecentersinlowcostlocationsCurrentlythemarketisstillhighlyfragmented,andnoclearmarketleaderha...
BusinessProcessOutsourcingDiscussionDocument3/05/03StrategyMeeting2MeetingObjectivesDiscusscurrentandfuturestateforFABPOasitrelatestobothofourstrategiesProvideourPOVonwhat’sneedednowtogetto2005goalsCredentializeourabilityandinterestinpartneringinthemarketAgreetomoveforwardwithimmediatenextsteps,includingdevelopmentofabusinessplan3ExecutivesummaryDiversifiedFinancialInstituteandCGEYsh...
FinanceasaBusinessInitiativeKick-OffMeetingApril30,20032Whataretoday’sobjectives?LaunchFinanceasaBusiness(BPO)InitiativeIntroduceProjectTeamProvideanOverviewoftheProjectShareExpectationsandNextStepsQA3BPOinsightsBPOisaPartofDiversifiedFinancialInstituteControllership5YearStrategyDiversifiedFinancialInstituteandCGEY–FirstPhasePartnershipWhyBPO?HowDoWeUnderstandifBPOistheRight...
March27,2003Mr./Ms.ExecutiveVicePresidentDiversifiedFinancialInstituteNewYork,NY10285DearMr./Ms.WeenjoyedourrecentmeetingconcerningBusinessProcessOutsourcing(BPO)anddiscussingourproposedCapGeminiErnstYoungU.S.LLC(CGEY)involvementincreatingaBPObusinessplan.Weappreciatethetimeyouandyourteamallottedtous,andweareexcitedaboutexploringthepotentialbenefitsofaDIVERSIFIEDFINANCIALINSTITUTE/CGEYventurein...
May,2003[TYPEFCNAMEHERE,IFAPPROPRIATE]FABQuestionnaire-TechProprietaryConfidentialBPO–TechnologyQuestionnaireINSTRUCTIONSThisquestionnaireisdividedintothreesections:oGeneralquestions(section1)oApplications/systemsreview(sections2~3)oITInfrastructure(sections4-6)TheApplications/systemstargetedforreviewrelatetothefollowingprocesses:oVendorsPayableoTEoReconciliationsoFixedAssetsoPayrolloDisbu...
May,2003[TYPESHAREDSERVICECENTERNAMEHERE]BPOQuestionnaire–SharedServiceCenterGMProprietaryConfidentialBPO–SHAREDSERVICECENTERGMQuestionnaireINSTRUCTIONSThistemplateindicatesthetypesofinformationthatwewouldliketocollect.Ifthedataexistsinanotherformatpleasefeelfreetosendattachmentsandclearlyindicatetherelatedsection.OurfocusiscontentandNOTformatThisquestionnaireshouldbecompletedforyourSharedS...
1DRAFT–CONFIDENTIALNOTTOBEDISTRIBUTEDSummaryofinformationrequestedin“Questionnaires”ProcessQuestionnaireTechnicalQuestionnaireGMQuestionnaireAudience:AppropriateProcessOwnersAppropriateTechnologyOwnersSharedServiceGeneralManagerTypesofinformationrequestedinquestionnaire:•Financialdata(budget,fcst,actual)•Organizationalcharts•Processmapswithassociatedsystems•ABCinvoices•Processstrengthsa...
AmericasOutsourcingPursuitReviewSummarySheetPurposeofForm:Thepurposeofthisformistodocumentthekeydecisionsandactionsresultingfromreviews(OpportunityorDeal)byAmericasOutsourcing.Itaugmentstheopportunityreviewworksheetanddealoutlineprovidedbythebidmanagers/pursuitleadsasinputtothereview._____________________________________________________________________Account/OpportunityName:AmericanExpress,BPO...
©2003FSI/OutsourcingDealReviewAmericanExpressBPOFinanceAccountingReviewStage:Objective:UpdateofDealReviewDeck(AODRon7/22)July24,2003Account:ChuckdeLone,JoeRahaimSectorBULeadership:JimGreeneAOSectorVP/SalesExec:BillFrech,RickMcMichaelQAExecutive(s):Financial:TrippO’ConnorDealReview:J.Greene,B.Pryor,M.Thomas,D.Sullivan,B.Franklin,J.PresselLegal:notassignedDistributionRiskManagemen...
BusinessProcessOutsourcingPopularityGrowsinSMBMarketUserWantsandNeedsPublicationDate:30January2003©2003Gartner,Inc.NORTHAMERICACorporateHeadquarters56TopGallantRoadStamford,CT06904-2212U.S.A.Tel:+1-203-316-1111Fax:+1-203-316-6300WestCoastHeadquarters251RiverOaksParkwaySanJose,CA95134-1913U.S.A.Tel:+1-408-468-8000Fax:+1-408-954-1780LatinAmericaHeadquartersGartnerdoBrasilAv.NacoesUnidas1290119an...
PublicationDate:August9,2002ResearchBriefBusinessProcessOutsourcing:WhatPwCCBringstoIBMAbstract:TheacquisitionofPwCConsultingwillboostIBM’sambitionsinBPO.ByRobertBrownandRebeccaSchollRecommendationsIIBMmustleveragethebrandequitythatPwChasbuiltintheBPOmarketwhileselectingthecontractsandcapabilitiesthatwillnotaffectitsbottomlineintheinterim.IOtherBPOprovidersshouldbeonthelookoutforcontractsandre...
PublicationDate:May10,2002ResearchBriefHealthcareBusinessProcessOutsourcingMarketPoisedforChangeAbstract:Despiteinroads,overallutilizationofbusinessprocessoutsourcingbythehealthcareindustryremainssmall.HealthcareprovidersandBPOvendorsmustunderstandforcesthatarechangingthismarket.BySureshGunasekaranKeyIssueWhatistheroleofoutsourcingintheindustry?RecommendationsIItiscrucialthatITservicescompanies...
EuropeanBusinessProcessOutsourcingTrends,2001FocusReportPublicationDate:February19,2002©2002Gartner,Inc.NORTHAMERICACorporateHeadquarters56TopGallantRoadStamford,CT06904-2212U.S.A.Tel:+1-203-316-1111Fax:+1-203-316-6300WestCoastHeadquarters251RiverOaksParkwaySanJose,CA95134-1913U.S.A.Tel:+1-408-468-8000Fax:+1-408-954-1780ASIA/PACIFICAsia/PacificHeadquartersLevel740MillerSt.NorthSydney,NSW2060Au...
Gartner©2003Gartner,Inc.and/oritsAffiliates.AllRightsReserved.Reproductionofthispublicationinanyformwithoutpriorwrittenpermissionisforbidden.Theinformationcontainedhereinhasbeenobtainedfromsourcesbelievedtobereliable.Gartnerdisclaimsallwarrantiesastotheaccuracy,completenessoradequacyofsuchinformation.Gartnershallhavenoliabilityforerrors,omissionsorinadequaciesintheinformationcontainedhereinorf...
PublicationDate:6May2003MarketAnalysisBPO:ClimbingtheLearningCurveAbstract:Increasedawarenessandadoptionofbusinessprocessoutsourcingshouldnotovershadowthefactthatearlyadoptersarestillseekingtounderstandthecostandbusinessbenefitsoftheseservices.ByRebeccaSchollandLisaStoneStrategicMarketStatementsBusinessprocessoutsourcing(BPO)canonlybemasteredthroughdisciplineandcontinuousfocusontheanticipatedbu...
BusinessProcessOutsourcinginIndia:AFactBookFocusReportPublicationDate:June26,2002©2002Gartner,Inc.NORTHAMERICACorporateHeadquarters56TopGallantRoadStamford,CT06904-2212U.S.A.Tel:+1-203-316-1111Fax:+1-203-316-6300WestCoastHeadquarters251RiverOaksParkwaySanJose,CA95134-1913U.S.A.Tel:+1-408-468-8000Fax:+1-408-954-1780LatinAmericaHeadquartersGartnerdoBrasilAv.NacoesUnidas1290119andar-TorreOesteCEP...