BPO Kick Off MeetingGeneric.pptVIP免费

FinanceasaBusinessInitiativeKick-OffMeetingApril30,20032Whataretoday’sobjectives?LaunchFinanceasaBusiness(BPO)InitiativeIntroduceProjectTeamProvideanOverviewoftheProjectShareExpectationsandNextStepsQ&A3BPOinsightsBPOisaPartofDiversifiedFinancialInstituteControllership5YearStrategyDiversifiedFinancialInstituteandCGE&Y–FirstPhasePartnershipWhyBPO?HowDoWeUnderstandifBPOistheRightStrategy?BPOProjectPhasesHighLevelAssessmentDueDiligenceFinalBusinessModel4BPOinsightsOurGoalforPhase1isStraightforwardAssesstheopportunitytolaunchBPOasamarketfacingbusinessWhatistheScopeofPhase1?Primary-Vendor’sPayable,T&E,FixedAssets,Reconciliation’sandPayrollSecondary-Remittances,GLAccounting,AssetManagement,DisbursementsWhatisOurHighLevelApproach?WhatDoWehopetoGetOutofPhase1?Phase1LeadershipWhatDoWeNeedfromYou?5OpeningComments–ChuckDeLone(CGE&Y)6QuickintroductionsoftheBPOprojectteamWorkstreamsITInfrastructure&ApplicationsF&AProcess&HRAssessmentBPOProjectLeadershipFinancialModelingGo-To-MarketAnalysisChuckDeLoneDiversifiedFinancialInstitute/CGE&YSponsoringSeniorExecutivesBusinessModel/RoadmapProgramManagementRickMcMichaelTonyRiggsJoeRahaim(P/T)CarolPasmore(P/T)DiversifiedFinancialInstituteSME’sJenniferSchifflPlus1-2CGE&YResourcesDiversifiedFinancialInstituteSME’sThierryKahaneDiversifiedFinancialInstituteSME’sJimLuckettplusPlus2-3CGE&YResourcesDiversifiedFinancialInstituteSME’sTrippO’ConnerplusAll(asrequiredpostprocessandITdatacollection)DiversifiedFinancialInstituteSME’sPaulO’BoyleDiversifiedFinancialInstituteSMEs–6-8SMEs@4-8Hrsperperson,perweekforfirst2-4weeksItalicsindicatesCGE&Yresources7TrendsinthefinanceandaccountingBusinessProcessOutsourcing(BPO)marketTheFinanceandAccountingBusinessProcessOutsourcing(BPO)marketisexpectedtogrowto$64.9billionby2004(from$36.4billionin’01)Thecurrentmarketisfragmented(27providersmadeupthetop100outsourcingcontractsfor‘01)withnoclearleader:•Smallnichepureplay•IToutsourcingfirms•ConsultingfirmsAlthoughnewplayersareenteringthemarket,currentlynoclearleaderhasemergedwithacredibleholisticmarketoffering8LargeglobalcorporationshaveoutsourcedFinanceandAccountingprocesses(Illustrative)AccountsReceivable,AccountsPayable,GeneralAccounting,andTaxComplianceAccountsReceivable,AccountsPayable,GeneralAccounting,andTaxComplianceAccountsReceivable,AccountsPayable,GeneralLedger,FixedAssetAccounting,InventoryControl,Budgeting,Planning,Reporting,TaxCompliance,andPayrollAccountsReceivable,AccountsPayable,GeneralLedger,FixedAssetAccounting,InventoryControl,Budgeting,Planning,Reporting,TaxCompliance,andPayrollAccountsReceivable,AccountsPayable,GeneralLedger,FixedAssetAccounting,andInventoryControlAccountsReceivable,AccountsPayable,GeneralLedger,FixedAssetAccounting,andInventoryControlAccounting,HRPayroll,SupplyChainManagement,CustomerService,settlement,andtechnologyservicesAccounting,HRPayroll,SupplyChainManagement,CustomerService,settlement,andtechnologyservicesAccountsReceivable,AccountsPayable,GeneralAccounting,SupplyChain,HumanResources,andMaintenanceAccountsReceivable,AccountsPayable,GeneralAccounting,SupplyChain,HumanResources,andMaintenance9HowaretheSharedServicesstrategiesandtheBPOprojectaligned?10WhataretheBPOprojectphases?Phase1:HighLevelAssessmentConductHigh-levelAssessment...