Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby5/27to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:CitiGroupCGE&YAccountExecutive:KummerlAccountexecutiveemailaddress:Anthony.kummerl@cgey.comAccountexecutivephonenumber:917.934.8713QuestionnairePreparedby:KummerlPhonenumber:917.679.7309Emailaddress:Anthony.kummerl@cgey.comPleasenotethatallinformationgatheredwillbeheldinstrictconfidence.Atthispoint,wedonotplanonsharingaccountspecificinformation.Onlywithwrittenpermissionwillanyaccountspecificinformationbesharedamongappropriateparties.CGE&YandAmericanExpressaremakinganinvestmenttoassessthejointpossibilitiesofaFinanceandAccounting(F&A)marketfacingopportunity.OurteamisinclusiveofAmerica’sOperateandwhilewewillgaininsightsfromourexistingoutsourcingrelationshipswewouldliketobroadenourresearchscopeandgainfurtherperspectivesfromyouandyourknowledgeofourglobalaccounts.Ourresearchwillbedividedintotwomajorareas:1.Currentaccountswhereweknowthatanytypeofoutsourcinghasoccurred2.CurrentaccountswhereourclientmayhaveawillingnesstooutsourceapartofallofitsfinanceandaccountingactivitiestoaworldclassleaderWhileourinitialgoalistohaveourCGE&Yteamspeakwithyouaboutoneorbothofthetopicsabove,oneofourendgoalsistoalsopotentiallyinterviewyourclientforthisresearcheffort.Astheinterviewprocessfollows,wewillmakethatdeterminationwithyouraccountteam.A.BackgroundInformation1.Whatisthetitleofourmostseniorcontact/sponsorwithinthisaccount,withwhomyoufrequentlyinteract?___CEO___CFO___CIO___COO_X__Other(pleasespecify):__BusinessUnitHeads__________2.Doestheclientutilizesharedserviceorganization(s)?_X__Yes___NoIfyes,forwhichfunctions/processes?_X_Accountspayable_X__T&E___Payroll_X__Accountsreceivable___Generalaccounting___Benefits_X__Fixedassets___Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:_________India_______________________________5/7/20258:57AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?_X__Oracle___SAP___Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):_______________________________________________________________________________________DoesnothaveanERPsystemBestofbreed:(Pleaselistapplications):_________________________________________________________________________________________________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,ifappropriateNotKnown5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):___cost___service___quality___lackofexpertise___businesspressures___regulatorypressures___investmentpressures_X__other(pleasespecify):_______NotKnown_________________________________6.Whatwerethespecificrisksthattheclientaddressedinmakingtheiroutsourcingdecis...
