Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/4to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:____________________CGE&YAccountExecutive:__________________Accountexecutiveemailaddress:_________________________________________________Accountexecutivephonenumber:_________________________________________________QuestionnairePreparedby:_______________________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___CFO___CIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?___Yes___NoIfyes,forwhichfunctions/processes?___Accountspayable___T&E___Payroll___Accountsreceivable___Generalaccounting___Benefits___Fixedassets___Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:______________________________________________5/7/20258:59AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle___SAP___Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):_______________________________________________________________________________________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,ifappropriate5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):___cost___service___quality___lackofexpertise___businesspressures___regulatorypressures___investmentpressures___other(pleasespecify):________________________________...
