Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby5/27to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:________BT____________CGE&YAccountExecutive:____DaveCooper__Accountexecutiveemailaddress:___david.cooper@cgey.com___________Accountexecutivephonenumber:___+448709045862________________QuestionnairePreparedby:____DaveCooper_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___CFOCIOyesCIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?*Yes___NoIfyes,forwhichfunctions/processes?*Accountspayable___T&E*Payroll*Accountsreceivable*Generalaccounting*Benefits___Fixedassets*Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:______Notsure_______________________5/7/20258:58AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?_*Oracle___SAP_*Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):________________________OracleFinancials,PeoplesoftHR_________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,ifappropriateFinancialServicesBPOXansaHRServicesBPOAccentureDesktopServicesInfrastructureManagementComputerCentre(UK),InfrastructuremanagementDittoCGE&Y(NL)5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):__5_cost_2__service__4_quality_1_lackofexpertise__3_businesspressures_1__regulatorypressures__3_investmentpr...
