Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby5/26to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:__AMP_______________CGE&YAccountExecutive:__SteveSouthall_Accountexecutiveemailaddress:___steve.southall@cgey.com_____________________Accountexecutivephonenumber:_________________________________________________QuestionnairePreparedby:__PeterHavelock__Phonenumber:_________________Emailaddress:___________________________________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_X__CIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?__X_Yes___NoIfyes,forwhichfunctions/processes?_X_Accountspayable_X_T&E_X_Payroll___Accountsreceivable_X_Generalaccounting_X_Benefits_X_Fixedassets_X_Financialreporting_X_Internalaudit_X_Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:____Peterborough_______________________5/7/20258:57AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle___SAP_X_Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):__Finance,HR________________________________________________________________________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,ifappropriateITInfrastructureandapplicationsWebapplicationsTCS,CSCHelpdeskCSC5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):_5_cost_4_service_4_quality_1_lackofexpertise_5_businesspressures___regulatorypressures___investmentpressures___other...
