Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/2to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:_Pfizer+Monsanto__CGE&YAccountExecutive:JohnDonnell_______Accountexecutiveemailaddress:john.donnell@cgey.com______________________Accountexecutivephonenumber:_314-290-8065_____________________________QuestionnairePreparedby:JohnDonnell_____________Phonenumber:______same___________Emailaddress:________________same___________________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___CFO___CIO___COO_x__Other(pleasespecify):PifzerisaGreenfieldaccount…GiventhatPaulHermelinmetwiththeCEO,heaskedtheVPofProcurementtobeoursponsor.AsitrelatestoMonsanto,wehaveaccesstoalllevelsoftheorganization(CEO,CFO,CIO,etc.)2.Doestheclientutilizesharedserviceorganization(s)?_x__Yes(forbothcompanies)___NoIfyes,forwhichfunctions/processes?(applytoMonsantoandPfizer)__x_Accountspayable___T&E__x_Payroll__x_Accountsreceivable_x__Generalaccounting__x_Benefits5/7/20258:58AM___Fixedassets__x_Financialreporting___Internalaudit__x_Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:_PfizerhasaNAoperationinMemphisandisbuildinganewSSoperationforEuropeinIreland.MonsantohasasharedservicecenterinSt.LouisandBrussels_____________________________________________3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle__Monsanto_SAP___Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):MonsantohasimplementedSAP4.6forallfunctions.oAsitrelatestoFinance,theyhaveHyperionsittingontopoManufacturingtheyhaveahomegrownsystemforplanningandalltherestisSAPoMarketing&Sales:OrderscomeinSAPsystem(theyhavepilotedSiebel,butfoundlimitedvalue)Pfizer:oFinance:OracleoManufacturingishomegrownsystemcalledMAPSoMarketing&Sales:theyhaveDendriteinUSandpilotingSiebelinUK_______________________________________________________________________________________DoesnothaveanERPsystemBestofbreed:(Pleaselistapplications):_________________________________________________________________________________________________B.GeneralOutsourcingInformation4.Pleaseprovidethefollowinggeneralinformationasitre...
