FAB Kick Off Meeting April-30-2003.FNL.pptVIP免费

FinanceasaBusinessInitiativeKick-OffMeetingApril30,20032Whataretoday’sobjectives?LaunchFinanceasaBusiness(FAB)InitiativeIntroduceProjectTeamProvideanOverviewoftheProjectShareExpectationsandNextStepsQ&A3FABinsightsFABisaPartofAXPControllership5YearStrategyAXPandCGE&Y–FirstPhasePartnershipWhyFAB?HowDoWeUnderstandifFABistheRightStrategy?FABProjectPhasesHighLevelAssessmentDueDiligenceFinalBusinessModel4FABinsightsOurGoalforPhase1isStraightforwardAssesstheopportunitytolaunchFABasamarketfacingbusinessWhatistheScopeofPhase1?Primary-Vendor’sPayable,T&E,FixedAssets,Reconciliation’sandPayrollSecondary-Remittances,GLAccounting,TravelBackOffice,CardBalancedFiles,AssetManagement,DisbursementsWhatisOurHighLevelApproach?WhatDoWehopetoGetOutofPhase1?Phase1LeadershipWhatDoWeNeedfromYou?5OpeningComments–ChuckDeLone(CGE&Y)6QuickintroductionsoftheFABprojectteamWorkstreamsITInfrastructure&ApplicationsF&AProcess&HRAssessmentFABProjectLeadershipFinancialModelingGo-To-MarketAnalysisTomIseghohiChuckDeLoneSanjayGuptaArnabGuptaCHHuangAXP/CGE&YSponsoringSeniorExecutivesBusinessModel/RoadmapProgramManagementShervinKhodabandehRickMcMichaelTonyRiggsJoeRahaim(P/T)CarolPasmore(P/T)AXPSME’sJenniferSchifflPlus1-2CGE&YResourcesAXPSME’sThierryKahaneAXPSME’sJimLuckettplusPlus2-3CGE&YResourcesAXPSME’sTrippO’ConnerplusAll(asrequiredpostprocessandITdatacollection)AXPSME’sPaulO’BoyleAXPSMEs–6-8SMEs@4-8Hrsperperson,perweekforfirst2-4weeksItalicsindicatesCGE&Yresources7TrendsinthefinanceandaccountingBusinessProcessOutsourcing(BPO)marketTheFinanceandAccountingBusinessProcessOutsourcing(BPO)marketisexpectedtogrowto$64.9billionby2004(from$36.4billionin’01)Thecurrentmarketisfragmented(27providersmadeupthetop100outsourcingcontractsfor‘01)withnoclearleader:•Smallnichepureplay•IToutsourcingfirms•ConsultingfirmsAlthoughnewplayersareenteringthemarket,currentlynoclearleaderhasemergedwithacredibleholisticmarketoffering8LargeglobalcorporationshaveoutsourcedFinanceandAccountingprocesses(Illustrative)AccountsReceivable,AccountsPayable,GeneralAccounting,andTaxComplianceAccountsReceivable,AccountsPayable,GeneralAccounting,andTaxComplianceAccountsReceivable,AccountsPayable,GeneralLedger,FixedAssetAccounting,InventoryControl,Budgeting,Planning,Reporting,TaxCompliance,andPayrollAccountsReceivable,AccountsPayable,GeneralLedger,FixedAssetAccounting,InventoryControl,Budgeting,Planning,Reporting,TaxCompliance,andPayrollAccountsReceivable,AccountsPayable,GeneralLedger,FixedAssetAccounting,andInventoryControlAccountsReceivable,AccountsPayable,GeneralLedger,FixedAssetAccounting,andInventoryControlAccounting,HRPayroll,SupplyChainManagement,CustomerService,settlement,andtechnologyservicesAccounting,HRPayroll,SupplyChainManagement,CustomerService,settlement,andtechnologyservicesAccountsReceivable,AccountsPayable,GeneralAccounting,SupplyChain,HumanResources,andMaintenanceAccountsReceivable,AccountsPayable,GeneralAccounting,SupplyChain,HumanResources,andMaintenance9HowaretheFCstrategiesandtheFABprojectaligned?10WhataretheFABprojectphases?Phase1:HighLevelAssessmentConductHigh-levelAssessmentDevelopBusinessCase/Model/RoadmapGo/NoGoDecisionPhase3:FinalizeBusinessModelDealStructuringandProgramManagementExecuteAgreements/LaunchProgramPh...