Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/4to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:_AmericanExpressCGE&YAccountExecutive:CharlesDeLone_____Accountexecutiveemailaddress:___charles.delone@cgey.com_____________Accountexecutivephonenumber:__917-934-8810________QuestionnairePreparedby:____JoeRahaim________Phonenumber:_917-934-8945_Emailaddress:__joseph.rahaim@cgey.com_________________________________Pleasenotethatallinformationgatheredwillbeheldinstrictconfidence.Atthispoint,wedonotplanonsharingaccountspecificinformation.Onlywithwrittenpermissionwillanyaccountspecificinformationbesharedamongappropriateparties.CGE&YandAmericanExpressaremakinganinvestmenttoassessthejointpossibilitiesofaFinanceandAccounting(F&A)marketfacingopportunity.OurteamisinclusiveofAmerica’sOperateandwhilewewillgaininsightsfromourexistingoutsourcingrelationshipswewouldliketobroadenourresearchscopeandgainfurtherperspectivesfromyouandyourknowledgeofourglobalaccounts.Ourresearchwillbedividedintotwomajorareas:1.Currentaccountswhereweknowthatanytypeofoutsourcinghasoccurred2.CurrentaccountswhereourclientmayhaveawillingnesstooutsourceapartofallofitsfinanceandaccountingactivitiestoaworldclassleaderWhileourinitialgoalistohaveourCGE&Yteamspeakwithyouaboutoneorbothofthetopicsabove,oneofourendgoalsistoalsopotentiallyinterviewyourclientforthisresearcheffort.Astheinterviewprocessfollows,wewillmakethatdeterminationwithyouraccountteam.A.BackgroundInformation1.Whatisthetitleofourmostseniorcontact/sponsorwithinthisaccount,withwhomyoufrequentlyinteract?___CEO__X_CFO___CIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?__X_Yes___NoIfyes,forwhichfunctions/processes?_X_Accountspayable_X__T&E_X__PayrollX_Accountsreceivable_X_Generalaccounting_X_Benefits_X__Fixedassets_X__Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:_Phoenix,AZ,Brighton,UK,NewDelhi,India_______5/7/20258:57AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle___SAP___Peoplesoft___JDEdwards_X_Other(pleasespecify):__None______________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):_____________________________________________________________________________________X_DoesnothaveanERPsystemBestofbreed:(Pleaselistapplications):__________________________UsesXMSforUST&E____________________________________________B.GeneralOutsourcingInformation4.Pleaseprovidethefollowinggeneralinformationasitrelatestotheclient’scurrentoutsourcingarrangements:OutsourcedFunction(e.g.,CallCenter,Finance,SupplyChain,Businessapplication,Datacenter,DistributedComputing,DesktopServices,Network(Voice/Data),HelpDeskServices,WebHosting,other)CorrelationtoCGE&YService(e.g.,BusinessProcessOutsourcing,ApplicationDevelopment,ApplicationManagement,InfrastructureManagement,other)Client’sbusinesspartner(s)Listmultiple,ifappropriateDatacenter,DistributedComputing,DesktopServices,Network(Voice/Data),HelpDeskAM,IMIBM,AT&THRtransactionprocessBPOUnifi/ADP5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):_X__cost__X_service__X_quality___lackofexpertise___businesspressures___regulatorypres...
