Finance&AccountingOutsourcingQuestionnairePleasecompleteandreturnby6/4to:thierry.kahane@cgey.comorbyfax:+1-917-934-8019Accountname:ShellOilProductsU.S.CGE&YAccountExecutive:ReginaKennisonAccountexecutiveemailaddress:regina.kennison@cgey.comAccountexecutivephonenumber:+12812205270QuestionnairePreparedby:BillJacquotPhonenumber:+12812205248Emailaddress:william.jacquot@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?___CEOXCFOXCIO___COO___Other(pleasespecify):_____________________2.Doestheclientutilizesharedserviceorganization(s)?XYes___NoIfyes,forwhichfunctions/processes?XAccountspayable___T&EXPayrollXAccountsreceivable___GeneralaccountingXBenefits___Fixedassets___Financialreporting___Internalaudit___Planningandbudgeting___Creditandcollections___OtherWherearethesecenterslocated:Houston,Texas5/7/20258:59AM3.WhichERPsystem(s)doesthisclientuseinitssharedserviceorganizations?___OracleXSAP___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,ifappropriateWebHostingInfrastructureManagementGenuityDataCenterInfrastructureManagementCSC5.Whatwerethespecificdriversthatledthisclienttothedecisiontooutsource?Pleaseindicateimportanceonascaleof1to5(1=notimportantand5=veryimportant):5cost4service4quality1lackofexpertise5businesspressures1regulatorypressures1investmentpressures___other(pleasespecify):___________________________________________________6.Whatwerethespecificrisksthattheclientaddressedinmakingthei...
