Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/2to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:__TPG(TNTPostGroup)CGE&YAccountExecutive:_ArthurRijk_______Accountexecutiveemailaddress:__arthur.rijk@cgey.nl____________________________Accountexecutivephonenumber:_____+31651366284______________________________QuestionnairePreparedby:_ArthurRijk___________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?_xCEO___CFOxCIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?_xYes__NoIfyes,forwhichfunctions/processes?__xAccountspayable___T&E___Payroll__xAccountsreceivable_x_Generalaccounting___Benefits___Fixedassets__xFinancialreporting___Internalaudit___Planningandbudgeting_x_Creditandcollections___OtherWherearethesecenterslocated:___Sydney(onlyfortheBusinessUnitAustralia)5/7/20258:59AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___Oracle__xSAP___Peoplesoft_x_JDEdwards___Other(pleasespecify):_____________________________________________________Pleaselistwhichmodules(e.g.,finance,HR,supplychain,etc.):_Finance_______________________________________________________________________________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,ifappropriateDesktopservices,HelpdeskAppl.Dev..AM,IMCGE&Y,IBM,D&T5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):_5cost_2_service_3_quality_4_lackofexpertise__1businesspressures__1regulatorypressures_1_investmentpressures___other(pleasespe...
