Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/4to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:_BrucePowerCGE&YAccountExecutive:JaneDiercksAccountexecutiveemailaddress:jane.diercks@cgey.comAccountexecutivephonenumber:416-943-2213QuestionnairePreparedby:JaneDiercksPhonenumber:_________________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___CFO__X_CIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?___Yes__X_NoIfyes,forwhichfunctions/processes?___Accountspayable___T&E___Payroll___Accountsreceivable___Generalaccounting___Benefits___Fixedassets___Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:______________________________________________5/7/20258:58AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle_X__SAP___Peoplesoft___JDEdwards__X_Other(pleasespecify):IndusPassport___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,ifappropriateApplicationMangement(notall)CGE&YInfrastructureManagement(notall)CGE&Y5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):__4_cost__3_service_4__quality__5_lackofexpertise_5__businesspressures_1__regulatorypressures_1__investmentpressures___other(pleasespecify):reductionofpotentialbusinessdisruption____________________________________________...
