Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby5/27to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:_JPMorganChase___CGE&YAccountExecutive:KeithStock__________________Accountexecutiveemailaddress:_________________________________________________Accountexecutivephonenumber:_________________________________________________QuestionnairePreparedby:_NickLucarelli____________Phonenumber:917-934-8670_________________Emailaddress:_Nick.Lucarelli@cgey.com__________________________________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___Other5/7/20258:58AMWherearethesecenterslocated:______________________________________________3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?__x_Oracle___SAP___Peoplesoft___JDEdwards___Other(pleasespecify):Peoplesoft,Ariba_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):HR&SupplyChain_______________________________________________________________________________________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,ifappropriateDataCentersDesktopNetworkWebHostingInfrastructureManagem,entIBM,CSCBusinessApplicationsOutsourcing,ApplicationCGE&Y,TaTa,Mphasis,Cognizant,AccenturePendingProjects:FinancialSystemsHosting/AMBPO/SharedServicesforFinancialSystemsMa...
