Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/2to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:PowergenUK(subsidofE.ON)CGE&YAccountExecutive:JonBrookeAccountexecutiveemailaddress:jon.brooke@cgey.comAccountexecutivephonenumber:+448709045861QuestionnairePreparedby:JonBrookePleasenotethatallinformationgatheredwillbeheldinstrictconfidence.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_X__CIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?_X__Yes___NoIfyes,forwhichfunctions/processes?_X__Accountspayable___T&E_X__Payroll_X__Accountsreceivable___Generalaccounting___Benefits___Fixedassets___Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections_X_OtherWherearethesecenterslocated:SherwoodPark,Nottingaham3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?5/7/20258:57AM___Oracle___SAP___Peoplesoft___JDEdwards___Other(pleasespecify):___Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):_______________________________________________________________________________________DoesnothaveanERPsystemBestofbreed:(Pleaselistapplications):_QSPforfinancials,RebusPSforHR&PayrollNB:haveswitchedoffSAPfinance/payrollatTXU(acquired2002despiteSAPbeingplatformofchoiceforE.ONgroup–justifiedbyshort-termcostsavingsB.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,ifappropriateCustomerServicesfor6mdomesticcustomersBPOVertex(CGE&YareITinfrastructuresubcontractor)MainframeIMCGE&YWebHostingIMTelenorFinancialsplatformhostingIMNetshoreBackofficecustomerprocessingBPOSevenSea(sinceacquiredbyVertex)5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):__5_cost_3__service_3__quality_2__lackofexpertise__2_businesspressures_2__regulatorypressures_1__invest...
