Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/2to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:___RegistersofScotland_CGE&YAccountExecutive:MikeGreig/RichardBrownAccountexecutiveemailaddress:_mike.greig@cgey.com/richard.x.brown@cgey.comAccountexecutivephonenumber:____08703660230/08709044549QuestionnairePreparedby:_RichardBrown__Phonenumber:_7004549____Emailaddress:richard.x.brown@cgey.comPleasenotethatallinformationgatheredwillbeheldinstrictconfidence.Atthispoint,wedonotplanonsharingaccountspecificinformation.Onlywithwrittenpermissionwillanyaccountspecificinformationbesharedamongappropriateparties.CGE&YandAmericanExpressaremakinganinvestmenttoassessthejointpossibilitiesofaFinanceandAccounting(F&A)marketfacingopportunity.OurteamisinclusiveofAmerica’sOperateandwhilewewillgaininsightsfromourexistingoutsourcingrelationshipswewouldliketobroadenourresearchscopeandgainfurtherperspectivesfromyouandyourknowledgeofourglobalaccounts.Ourresearchwillbedividedintotwomajorareas:1.Currentaccountswhereweknowthatanytypeofoutsourcinghasoccurred2.CurrentaccountswhereourclientmayhaveawillingnesstooutsourceapartofallofitsfinanceandaccountingactivitiestoaworldclassleaderWhileourinitialgoalistohaveourCGE&Yteamspeakwithyouaboutoneorbothofthetopicsabove,oneofourendgoalsistoalsopotentiallyinterviewyourclientforthisresearcheffort.Astheinterviewprocessfollows,wewillmakethatdeterminationwithyouraccountteam.A.BackgroundInformation1.Whatisthetitleofourmostseniorcontact/sponsorwithinthisaccount,withwhomyoufrequentlyinteract?CEO___CFOCIO___COOOther(pleasespecify):___HeadofProcurement_2.Doestheclientutilizesharedserviceorganization(s)?___Yes_No–Comment:wehavejustrespondedtoclientRFIaroundstrategicpartnership,OSetc.5/7/20258:59AMIfyes,forwhichfunctions/processes?___Accountspayable___T&E___Payroll___Accountsreceivable___Generalaccounting___Benefits___Fixedassets___Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:______________________________________________3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle___SAP___Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):NotclearwhichprovideratthistimebuthaveFinance&HR,wearecurrentlyimplementingourE-procurementScotlandsupplychainserviceforthem.___DoesnothaveanERPsystemBestofbreed:(Pleaselistapplications):_TBC-manybespokeB.GeneralOutsourcingInformation4.Pleaseprovidethefollowinggeneralinformationasitrelatestotheclient’scurrentoutsourcingarrangements:NONE–tenderwillbereleasedshortlyfollowingourRFIresponse.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,ifappropriate5/7/20258:59AMPage2of85.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):___cost___service___quality___lackofexpertise___businesspressures___regulatorypressures___investmentp...
