Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby5/26to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:_ZurichFinancialServices(UKISA)LtdCGE&YAccountExecutive:___SteveOsei-Mensah/MartinBarber_______________Accountexecutiveemailaddress:___steveosei-mensah@cgey.com______________________________________________Accountexecutivephonenumber:+44(0)8702980______________________________________QuestionnairePreparedby:SteveOM__Phonenumber:____Asabove_____________Emailaddress:_asabove__________________________________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)?_x__Yes___NoIfyes,forwhichfunctions/processes?___Accountspayable___T&E_x__Payroll___Accountsreceivable___Generalaccounting__x_Benefits___Fixedassets__x_Financialreportingx___Internalaudit5/7/20258:59AM___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:___Zurich(Switz.)___________________________________________3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle__x_SAP___Peoplesoft___JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):_________________________SAPfinance+HR______________________________________________________________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,ifappropriateDesktopServicesIBM/CompaqBusinessApplication(Invest)AM(Cutas)CGEYConsideringLifesystemAM/fulloutsourceIBM/Accenture/others5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindic...
