Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/2to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:___StateFarm_______CGE&YAccountExecutive:___JackDugan_____Accountexecutiveemailaddress:______Jack.Dugan@cgey.com______________________Accountexecutivephonenumber:________312-879-3879___________________________QuestionnairePreparedby:__MikeGordon_________Phonenumber:____312-879-5227Emailaddress:___Michael.j.Gordon@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__xCIO__xCOO__xOther(pleasespecify):__SVPsandVPsthroughouttheaccount2.Doestheclientutilizesharedserviceorganization(s)?_x_Yes___NoIfyes,forwhichfunctions/processes?___Accountspayable___T&E___Payroll___Accountsreceivable___Generalaccounting___Benefits___Fixedassets___Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections__xOtherWherearethesecenterslocated:___Thisisnottruesharedservices,butthecentersareAtlanta,Dallas,andPhoenix5/7/20258:59AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle___SAPx__Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):__finance,HR,andpurchaning__________________________________________________________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,ifappropriateDataCenter/ApplicationManagementApplicationManagementForMutualFunds=DSTForBank=EDSNootherpartnersApplicationMaintenanceandDevelopmentstaffaugmentationApplicationDevelopmentSatyam,IBM5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof...
