Sheet1Page1SharedServicesMethodologyDeliverables:1.OpportunityAssessmentPhase-DecisionableBusinessCaseformovingforwardwithSharedServices2.DesignSharedServiceCenterPhase-SharedServicedesignincluding,staffing,location,systems,andmigrationorimplementationplan3.ImplementSharedServiceCenterPhase-ImplementedSharedServicesCenterincludingtrainedstaff,PerformanceMeasurementsandsometypeofServiceLevelAgreementsPhaseName:ManagetheProcessandEnableChangePhaseDeliverables1.SeetheConsultingProcessFrameworkStepName:ManagetheProcessStepDeliverables1.SeetheConsultingProcessFrameworkTasks:BelowarethekeytasksfortheManagetheProcessStep:1.Planning,Proposal,andArrangementa.IdentifyNeedandDecideonApproachb.DevelopWorkplanandEstimatec.DefineTeamStructureandSkillRequirementsd.DevelopCost/BenefitEstimatee.PrepareProposalf.AgreeonArrangement2.WorkManagementa.ReviseWorkplanTimetoCompletionSheet1Page2b.Set-upProjectAdministrationc.CollectAAKnowledgeCapitald.DeliverServicese.MonitorandAdjustWorkplanf.MonitorRiskandScope3.PeopleStaffProjecta.DefineRoles,Responsibilities,andExpectationsb.DelegateandCoachc.EvaluatePerformance4.EngagementManagement–FinancialManagementa.PrepareDetailedBudgetb.TrackActualsandBudgetsc.BillandCollect5.ClientRelationsa.UnderstandClientExpectationsb.DefinePerformanceMeasuresc.DevelopCommunicationPland.DeliverServicese.CommunicateIssues,Scope,andStatusf.EnableChangeg.MeasureOngoingClientSatisfaction6.ProjectEvaluationandWrap-upa.WrapupAdministrationb.MeasureClientSatisfactionc.Learn&ShareEngagementExperiencesd.EvaluateProjectPerformance&ResultsStepName:EnableChangeStepDeliverablesSheet1Page31.SeetheConsultingProcessFrameworkPhaseName:OpportunityAssessmentPhaseDeliverables1.VisionDocument/Report2.BusinessCase-Cost/BenefitAnalysisStepName:ProjectOrganizationStepDeliverables1.Workplan2.CommunicationsplanTasks:1.Finalizeprojectobjectives,goals,andapproach2.Finalizedetailedworkplansandcalendar3.Establishprojectstaffingandsteeringcommitteea.setgoalsb.eaccountabilityc.assessandunderstandpeople,skills,roles,and4.Identifyintegrationpointswithothercompanyinitiatives5.Developandrolloutcommunicationplan6.Finalizetoolsforprojectmanagement7.Conductprojectteamtrainingandorientationa.teamcharteringb.responsibilitiesSheet1Page4c.skillbuildingd.teamdevelopment8.Discusstechnologystrategieswithappropriateinformation9.Finalizedatacollectionpackageforbenchmarkingprocessesand10.Schedulemeetings/interviews/focusgroupsStepName:VisionDevelopmentStepDeliverables:1.VisioningSessionReporta.Problemopportunitystatementb.Vision,Mission,andStrategicObjectivesc.OpportunityMatrixTasks:1.ConductExecutiveSurvey/Interviews2.AssesstheCorporateStrategy3.HoldExecutiveVisioningSessiona.Identifyandprioritizethedesiredoutcomesoftheprojectb.DefinethescopeanddefinitionofSharedServicesc.Identifyandassesskeyproblems/opportunitiesd.Surfaceandchallengeprojectassumptionse.DincludedinaSharedServicesanalysisf.Determinewhatprocesses,functions,andsystemsaretobeg.EstablishahighdegreeofownershipbyseniormanagementStepName:InterviewingandFactFindingStepDeliverables:Sheet1Page51.As-IsProcessMaps2.Activity/TransactionAnalysis3.HighlevelinformationsystemsflowdiagramTasks:1.Conductinterviews/surveysa.b.field/businessunitsitevisitsc.customers2.Facilitatefocusgroups3.Analyzefieldvisitsandinterviewfindings4.Documentkeybusinessprocessflows5.As...
