FAB-DataRequestDataRequestforGenevieveErbThisdatarequestpertainstothefollowingsub-segmentsoftheFinanceandAccountingoutsourcingsector:Travel&ExpenseAccountspayable&VendorpayableRemittances&DisbursementsInconductingago-to-marketanalysis,wetypicallylookforthetypeofdatathatisaddressedinthequestionsbelow.Doyouhavedataforeachofthesesub-segmentsthatwouldhelpusanswerthefollowingquestions(globalperspective,notjustNorthAmericafocused)?WewillprobablystartwithNAandthenexpandtootherregions.Ourinitialhypothesisisthatthenumberofcountriesthatemployoutsourcingisprobablylimitedandthemajorityofthemarketisconcentratedtoafewcountries,suchasNA,WesternEurope,andAustralia.Usuallywefindtheanswerstothesetypesofquestionsthroughthefollowingsources:GartnerreportsAnalystreports(CSFB,MorganStanley,etc.)Industrymagazines(couldyoutellusthenames?)Industryorganizations/web-sites(couldyoutellusthenamesandweb-addresses?)CGE&YwhitepapersandpublicationsNewspaperarticles1)MarketSizing&Trends1.1.Whatisthemarketsizeforeachgeographicalregion(NA,EMEA,APA,LA)?1.2.Whatarethegrowthtrendsforeachprocesssub-segment,foreachgeographicalregion?1.3.Whataretheunderlyingdrivers(enablersandinhibitors)forthesetrends?1.4.Whatotherfactorsareexpectedtoimpactthismarketinthenearandlongerfuture?2)CompetitiveEnvironment2.1.Whoarethemajorplayersineachsub-segment?2.2.Howconcentrated(marketshare)iseachsub-segment(e.g.,howlargeisthemarketshareofthetop10firms,thetop20firms)?2.3.Whattypesofcompanies(e.g.,consultants,big4accountingfirms,pureoutsourcers,ASPs,ITcompanies,etc.)areofferingtheseservices?Arecertaintypesofcompaniesmoresuccessful/profitablethanothers?2.4.Whattypesofcompanieshaverecentlyenteredthemarket?Howdidtheyenter:independentlyorthroughpartnerships?2.5.Whichnewcompetitorsareexpectedtoenterthemarket?2.6.Howarecompetitorsdifferentiatingthemselves?2.7.Whatarethestrategicplans&directionforthemajorcompetitors?5/7/20258:57AMAmexFAB–DataRequest2.8.Whichcompetencies/capabilitiesarerequiredforsuccessinthismarket?2.9.Whichcompetencies/capabilitiesareexpectedtobecrucialforcontinuedsuccessinthefuture?3)CustomerAssessment3.1.Whichindustrysectorsaremajorusersoftheseservices?Doesthisvaryacrossthedifferentgeographies?3.2.WhatarethenamesofcompaniesthathaveoutsourcedF&Aprocesses?3.3.Whatdemand-sidetrendsareplayingineachF&Asub-segment?Whatisdriving/inhibitingcompanies’willingnesstooutsourcethesefunctions?3.4.Whatistheadoptionamongsmall/medium/largesizecompanies?3.5.Whataregrowthtrendsforeachofthesecustomersegments?3.6.Wheredothelargestopportunitieslie?3.7.Whatarecustomerexpectationsfromserviceproviders?4)Product/ServiceAssessment4.1.Pleaseprovidedescriptionsoftheservicessold:whatprocessesdotheyinclude?4.2.Howaretheoutsourcingdealsimplemented(JV,outsourcingtoASP-model,other)?4.3.Whatarethepricingmodelsusedtoselltheseservices?Aretherelargepricediscrepanciesbetweendifferentproviders?4.4.Whataretheleadingpracticesincostperunit/speed/reliabilityforeachsub-process?4.5.WhichimprovementshavebeenachievedthroughoutsourcingofF&Aprocesses?4.6.HavecustomersbeensatisfiedwithF&Aoutsourcing?Why?Whynot?4.7.Whichnewproducts/services/modelsareexpectedinthenearfuture?5/7/20258:57AMPage2of2