Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/2to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:Sprint_________CGE&YAccountExecutive:_BillHirsch___________Accountexecutiveemailaddress:_______William.Hirsch@cgey.com____________Accountexecutivephonenumber:________913-319-8100_____________________________QuestionnairePreparedby:_______Hirsch_________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?__xx_CEO___CFO___CIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?__xx_Yes___NoIfyes,forwhichfunctions/processes?_xx__Accountspayable__xx_T&E_xx__Payroll_xx__Accountsreceivable_xx__Generalaccounting___Benefits_xx__Fixedassets_xx__Financialreporting_xx__Internalaudit___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:______________________________________________5/7/20258:59AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle___SAP_xx__Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):_______________________________________________________________________________________DoesnothaveanERPsystemBestofbreed:(Pleaselistapplications):_________________________________________________________________________________________________B.GeneralOutsourcingInformationTheyhavenotyetoutsourcedanyBPOfunctions4.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,ifappropriate5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):___cost___service___quality___lackofexpertise___businesspressures___regulatorypressures___investmentpressures___o...
