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                       proudly presents:




Launching and Managing                                                                                                            TM




SHARED SERVICES
The Definitive quot;How Toquot; Conference for Implementing,                                           June 23–25, 2009
                                                                                               Houston, Texas
              Stabilizing and Optimizing Shared Services
  Leverage the Wisdom of Senior Shared Services Thought                                         Distinguished Speaker
  Leaders, including:                                                                           Faculty includes:

  Juan Rodriguez, Senior Director,                  Kathleen Bishop, VP, Financial               Senior Director, Global Shared
  Global Shared Services                            Shared Services                              Services, Applied Materials
  Applied Materials
                                                                                                 Managing Director, Shared
  James Waters, Director, Finance                   John Chelius, Commercial                     Services, Tesoro Companies
  Shared Services                                   Services Director
                                                                                                 Director, Finance Shared Services,
  Schneider National, Inc.                          AstraZeneca
                                                                                                 Schneider National, Inc.
  Brian Gabbard, Global Director,                   Paul Fipps, Corporate Vice
                                                                                                 Director, Shared Services,
  Financial Shared Services                         President, Business Services
                                                                                                 Coors Brewing
  Cargill                                           The Charmer Sunbelt Group
                                                                                                 Global Director of Shared
                                                                                                 Services, TRW
  “A comprehensive program … should be of great benefit to organizations seeking to plan,
                     launch, or enhance their shared service centers.”
                                                                                                 Director, Shared Services, SAIC
              – Gary Silsbe, Director of Operational Excellence, TELUS
                                                                                                 Global Director, Financial
Walk Away with the TOOLS Needed to Plan, Launch &                                                Shared Services, Cargill
Stabilize Your Shared Services Operations, including:                                            Global Shared Services
                                                                                                 Manager, Chevron
         Strategy Benchmarks                      Location Selection Criteria
                                                                                                 Senior Director, Shared
                                                                                                 Services, Microsoft
         The Business Case                        Training & Assessment Tools
                                                                                                 Director, The Charmer-
                                                                                                 Sunbelt Group
         ROI & Cost Benefit
                                                  The Technology Road-Map
         Analysis                                                                                VP Business Services,
                                                                                                 The Charmer-Sunbelt Group
                                                  SLAs & Service Understandings
         Stakeholder                                                                             Commercial Services Director,
         Management Tools                                                                        AstraZeneca
                                                  The Balanced Scorecard
         The Governance Plan

Media Partners:
                                                                                                SSON members save an
                                                                                                extra 10%! See page 7 for details


REGISTER ONLINE AT WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES OR CALL US AT 1-800-882-8684
Launching and Managing                                                                         Who Will Attend
                                                                                                        SVPs, VPs, Directors and Managers of:
        SHARED SERVICES                                                        TM

                                                                                                        • Shared Services

                                                                                                        • Business Process Outsourcing (BPO)

                                                                                                        • Finance
        Dear Colleague,
                                                                                                        • Process Excellence

                                                                                                        • Operations
        As the global economy continues
                                           to falter, shared services is emerging
                                                                                   as a beacon of
       light for organizations seeking to                                                               • HR Shared Services
                                          enhance efficiency, exert better capit
                                                                                  al controls, and
       reduce operational costs. But the                                                                • Accounting
                                          shared services journey is fraught
                                                                               with difficulties, and
       companies need to be confident that
                                               they have the very best tools in place                   • Finance Shared Services
                                                                                        to plan,
       launch, and stabilize their shared
                                          services centers.                                             • Learning & Development

                                                                                                        • Payroll and Benefits
       Launching and Managing Shared
                                          Services – taking place in Houston
                                                                                TX from June 23-
       25th – is the only conference in the United                                                      • Employee Services
                                                    States specifically to focus on the
       management and technology tools                                                                  • Talent Management
                                             needed for a successful shared servi
                                                                                   ce strategy.
       Developed in conjunction with an
                                           industry-leading advisory board (see                         • Business Services
                                                                                  side panel), the
       conference is based around exten
                                          ded interactive sessions on the key
                                                                                activities needed to
       optimize a shared services strategy.

                                                                                                        A Special Thanks to Our
       Whether you’re building the busin
                                            ess case, designing a governance
                                                                              model,
                                                                                                        Industry-Leading
       implementing an ERP system, or agre
                                                eing on a series of performance stand
                                                                                      ards with the
      business, Launching and Managin
                                           g Shared Services delivers the exac
                                                                                                        Advisory Board:
                                                                              t information you
      need to proceed with confidence.
                                            What’s more, the extended interactiv
                                                                                  e sessions have
      been specifically designed to enab
                                           le lengthy brainstorming, so you can                         Launching and Managing Shared Services has been
                                                                                  get much deeper
      into your critical issues than is poss
                                             ible during a normal case study.                           produced in conjunction with an industry-leading
                                                                                                        advisory board of shared services experts. Members
      With executive insights from Microsof
                                            t, Chevron, SAIC, Schneider, Carg                           of the advisory board play an extensive role in the
                                                                              ill and Pitney
      Bowes – among many others – you
                                         can rest assured that the agenda                               development of the conference agenda, including
                                                                           contains proven
      methodologies that are guaranteed                                                                 the selection of speakers and sponsors, and the
                                         to enhance your shared services prog
                                                                                 ress.
                                                                                                        identification of core themes and issues.
     I look forward to meeting you in sunn
                                           y Houston this June!
                                                                                                        We’re delighted to announce the involvement of
     Kind regards,                                                                                      the following shared service experts:
                                              P.S. Maximize your learning
                                                                                                        End-User Advisory Board
                                              experience by attending our interactive                   Richard Rowan
                                              workshops and master classes! See                         Global Director of Shared Services
                                                                                                        TRW
     Toby Donovan
                                              page 3 and register today!
     Director                                                                                           Gary Silsb
     Launching and Managing Shar                                                                        Director, Operational Excellence
                                ed Services
                                                                                                        TELUS
                                                                                                        Leo Hazlewood
                                                                                                        Director, Shared Services
                                                                                                        SAIC
    Sponsorship and Exhibition Opportunities                                                            Solution-Provider Advisory Board
                                                                                                        Michael Frale
    Sponsorships and exhibits are excellent opportunities for your company to showcase its products     Global Head of Shared Services
    and services to high-level, targeted decision-makers attending the Launching and Managing
                                                                                                        Alsbridge
    Shared Services. SSON and IQPC help companies like yours achieve important sales, marketing
    and branding objectives by setting aside a limited number of event sponsorships and exhibit         Huw Watkins
    spaces – all of which are tailored to assist your organization in creating a platform to maximize   Managing Partner
    its exposure at the event.                                                                          PA Consulting
                                                                                                        Phil King
    For more information on sponsoring or exhibiting at the Launching and Managing Shared
                                                                                                        Shared Services Solution Leader
    Services, please contact Mario Matulich at 212-885-2719 or sponsorship@iqpc.com
                                                                                                        Atos Origin


                                                                                                        About the Location
    About SSON                                                                                                                   Alive with energy and rich in
                          SSON provides research, training, and networking for over 4,500 shared                                 diversity, Houston is a dynamic
                          services executive members from over 50 countries around the world.                                    mix of imagination, talent and
                          Whether you need resources to write a report, facts to benchmark                                       first-class attractions that
    performance against or simply want to meet some of your peers at the same stage of                                           makes it a world-class city.
    development we can support you. Sign up today, pay only $149.99 USD and receive benefits            Home to a vibrant economy, beautiful surroundings
    that will help you to take your implementation to the next level.                                   and a population full of optimism and spirit, it's no
                                                                                                        wonder that Houston is a popular international
    Website: www.ssonetwork.com Email: info@ssonetwork.com Phone: +44 (0)20 7368 9300
                                                                                                        destination. Website: www.houstontx.gov



     REGISTER ONLINE AT WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES OR CALL US AT 1-800-882-8684
2
Tuesday,
                                                                         Pre-Conference Workshops                                                                                                                                                                         June 23, 2009
                                                                                                                   MASTER CLASS The A-Z of Business Case Engineering: Building & Delivering a Truly Effective Business
                                                                                                           A       Case that Satisfies the CFO and Gets your Shared Services Center on the Fast Track to Success
                                                                         8:00am – 1:00pm (Lunch served)




                                                                                                                                                                                                                                                                                                                      e
                                                                                                           In this extended 5-hour session, delegates will be guided through the                                            - Upfront investment costs
                                                                                                                                                                                                                                                                                                                Cas
                                                                                                                                                                                                                                                                                               s
                                                                                                           formation of a successful business case in meticulous detail. Identify every                                     - Short-term cost savings and efficiencies
                                                                                                                                                                                                                                                                                           nes
                                                                                                                                                                                                                                                                                       usi
                                                                                                           piece of information you need in order to make an effective case, examine                                      • Longer-term financial benefits, including:
                                                                                                                                                                                                                                                                                      B
                                                                                                                                                                                                                                                                               The
                                                                                                           the most powerful ways of presenting your information, and leverage the                                          - Better control over working capital
                                                                                                           collective of wisdom gained from hundreds of both successful and non-                                            - Reduced risk of fraud
                                                                                                           successful business case attempts. Just as importantly: what are the most                                        - Reduced risk of compliance and audit
                                                                                                           common traps for business cases, and how can you ensure that yours                                               - Opportunity to make local business units more strategic
                                                                                                           doesn’t fall into one? Delegates are encouraged to bring their own                                             How will you benefit?
                                                                                                           business case attempts with them to the workshop, to obtain expert                                             • Avoid commonly-made traps

                                                                                                           consultation on enhancements and possible weaknesses.                                                          • Receive personalized feedback on your own business case attempts

                                                                                                           What will be covered?                                                                                          • Approach your business case with confidence

                                                                                                           • Why shared services? Understanding the full range of benefits involved                                       • Walk away with insights based on hundreds of real business cases

                                                                                                           • Establishing a time-line for your shared services implementation process:

                                                                                                             Creating a road-map to achieve clarity over milestones and deliverables                                      Facilitators Include:
                                                                                                           • Performing a full cost benefit analysis, incorporating:                                                      Paul Fipps, VP Business Services, The Charmer-Sunbelt Group


                                                                                                                  MASTER CLASS “The                                                                                  WORKSHOP Automation – Your Lowest Cost Region:
                                                                                                           B
                                                                                                           A                                                                                                 C
                                                                                                                                                                                                             A
                                                                                                                  Continuously Improving Shared                                                                      Reducing Costs & Enhancing Customer Satisfaction by
                                                                                                                  Services Organization”:                                                                            Driving Automation Levels through your Shared
                                                                                                                  Leveraging Benchmarks,                                                                             Services Organization
                                                                                                                  Performance Measures &                                                                     For mature shared services organizations, extending the scope of automation offers significant
                                                                                                                                                                                                             opportunities for realizing dramatic economies of scale and enhancing the satisfaction of internal
                                                                                                                  Process Improvement
                                                                                                                                                                                                             and external customers. In this highly awaited session, Juan Rodriguez, Senior Director of Global
                                                                                                                  Techniques to Ramp Up the                                                                  Shared Services, will walk you through the automation journey at Applied Materials. Currently
                                                                                                                  Effectiveness of your Shared                                                               running at 98% “hands free” – which puts Applied Materials in the highest percentile of mature
                                                                                                                                                                                                             shared services organizations around the world – Mr Rodriguez will examine the features of a
                                                                                                                  Services Center
                                                                                                                                                                           1.15pm – 4.15pm
Please note: Masterclass B, workshop C and workshop D run concurrently




                                                                                                                                                                                                             truly automatic shared services organization, including:
                                                                                                           Now that you’ve set up your shared services center, what                                          • Understanding the full benefits of a strongly automated shared services organization, including:
                                                                                                           further scope exists for driving efficiencies and enhancing                                          - Reduced transaction processing costs
                                                                                                           service levels? What are the most promising areas for                                                - Enhanced financial controls
                                                                                                           additional improvements? In the second of our in-depth 5-                                            - Improved consistency
                                                                                                           hour Master Classes, delegates will receive extensive                                                                                                                     Automa
                                                                                                                                                                                                                - Enhanced customer satisfaction levels
                                                                                                                                                                                                                                                                                                tion
                                                                                                           tutoring on the techniques needed to create a shared                                              • Identifying the key components of the automation puzzle:
                                                                                                           services organization capable of continuous improvement                                              - ERP (Enterprise Resource Planning Systems)
                                                                                                           and enhancement. The Master Class is divided into three                                              - ERSS (Electronic Records and Signature Systems)
                                                                         1.15pm – 6.15pm (Dinner Served)




                                                                                                           parts.                                                                                               - E-Inventory systems
                                                                                                           • Part 1 examines the most effective methods for
                                                                                                                                                                                                                - GUI (Graphical User Interfaces)
                                                                                                             measuring the performance of your shared services                                                  - Automated 3-way matching
                                                                                                             organization.                                                                                   • Making your suppliers more automated: Understanding how to influence the uptake of
                                                                                                           • Part 2 examines benchmarks, giving you a comprehensive
                                                                                                                                                                                                                mutually beneficial systems
                                                                                                             overview of service standards and metrics across the full
                                                                                                             range of business functions and industries, so you can                                          Session Leader: Juan Rodriguez, Senior Director, Global Shared Services, Applied
                                                                                                             compare your own performance with that of your                                                  Materials
                                                                                                             competitors.
                                                                                                           • Part 3 looks at process improvement techniques, giving

                                                                                                                                                                                                                     WORKSHOP The Positive Revolution in Change
                                                                                                                                                                                                             D
                                                                                                                                                                                                             A
                                                                                                             you access to the best methods for enhancing efficiency
                                                                                                             and effectiveness within your shared services center.                                                   Management: Leveraging “Appreciative Inquiry,” and a
                                                                                                           What will be covered?
                                                                                                                                                                                                                     Focus on Strengths, to Transform your Shared Services
                                                                                                           • You can’t manage what you don’t measure: Identifying

                                                                                                                                                                                                                     Organization
                                                                                                             the most important performance metrics for your shared
                                                                                                                                                                           4.30pm – 7.30pm (Dinner served)




                                                                                                             services organization                                                                           Conventional change management doctrine asserts that an organization is a problem to be solved.
                                                                                                           • Capturing data painlessly: Implementing systems that
                                                                                                                                                                                                             By focusing on the problems within an organization, business leaders seek to improve what is
                                                                                                             make light work of data collection and analysis                                                 weak and let the strengths take care of themselves. But a new paradigm is emerging – Appreciate
                                                                                                           • Communicating performance levels to the organization:
                                                                                                                                                                                                             Inquiry – which focuses on strengths rather than weaknesses, and has had enjoyed significant
                                                                                                             Maintaining enthusiasm around improvement levels and                                            successes in transforming the shared services organization at Cargill. In this extended workshop
                                                                                                             targets                                                                                         session, Brian Gabbard, Global Director of Financial Shared Services at Cargill, will provide detailed
                                                                                                           How will you benefit?                                                                             insights on the application of Appreciative Inquiry within your own organization, including:
                                                                                                           • Save money on benchmarking activities
                                                                                                                                                                                                             • Understanding the dangers of a “deficit-based” approach to change:
                                                                                                           • Measure your organization against competitors: Get the
                                                                                                                                                                                                                - Fragmentation
                                                                                                             full picture of your shared service center’s                                                       - Few new images of possibility                               Change
                                                                                                             effectiveness, and make better                                                                                                                                                  Manage
                                                                                                                                                                                                                - Exhaustion & visionless voice
                                                                                                                                                                       &
                                                                                                                                                    Benchmarks                                                                                                                                           ment
                                                                                                             investment decisions                                                                               - Spirals in deficit vocabularies
                                                                                                                                                                    nce
                                                                                                                                                      Performa
                                                                                                           • Make better business cases for
                                                                                                                                                                                                             • Creating an organizational frame of mind based on strengths
                                                                                                             additional shared service
                                                                                                                                                         Measures                                            • Examining the Appreciate Inquiry 4-D Cycle: Discovery, Dream, Design, Destiny
                                                                                                             investments                                                                                     • Creating a “Provocative Proposition” to build an inspiring vision of your company’s future

                                                                                                                                                                                                               potential
                                                                                                           Facilitators Include:
                                                                                                           Debra Cox, Managing Director, Shared Services,                                                    Session Leader: Brian Gabbard, Global Director, Financial Shared Services, Cargill
                                                                                                           Tesoro Companies


                                                                                                                                                                                                                                                                                                                      3
Wednesday,
    Main Conference Day One                                                                                          June 24, 2009

           Registration & Coffee                                                             and satisfaction levels from internal customers
    7:30
                                                                                             What does a good business case look like? How can you spot a
                                                                                         •


           Chairperson’s Welcome and Opening Remarks                                         weak business case?
    8:15
                                                                                         Speaker to be Confirmed
           PANEL DISCUSSION: Designing the Most Effective
    8:30
           Service Delivery Model for your Business:
                                                                                 10:15 Morning Networking Break
           Benchmarking with Key Competitors to Determine
           the Optimal Mix of Shared Services & Outsourcing
                                                                                 10:45 CASE STUDY: The Evolution of Microsoft’s
           Since shared services became popular as a business strategy back
                                                                                         Approach to Content Management. Building a
           in the 1970s, there has been a bewildering array of different
                                                                                         Shared Service Organization from the Ground-Up
           models for companies to choose from. Should you opt for in-
                                                                                         Transactional functions like HR, payroll & accounting are obvious
           house or outsourced, or a mixture of both? How should you re-
                                                                                         contenders for the shared services model, but other business
           design processes for the new shared services center? How can
                                                                                         functions may also benefit. In this session, Chaitra Vedullapalli will
           you create a scalable shared services model capable of absorbing
                                                                                         guide you through the creation of a shared services organization
           new functions, and expanding in scope, over time? This
                                                                                         specifically set up to deal with Microsoft’s content management.
           interactive session will equip you with the tools needed to create
                                                                                         Since inception (1.5 years ago), the shared services center has
           the best possible service delivery model for your business, with
                                                                                         delivered savings of over $6 million – somewhere in the vicinity of
           particular emphasis on:
                                                                                         $300,000 a month – and has also increased utilization of content
           • Examining the current economic situation: What are the
                                                                                         by over 40%. The tools Chaitra will explore in this session include:
              implications on the choice between shared services, BPO, and               • Achieving buy-in from business unit leaders

              hybrid service delivery models?                                            • Creating a communications strategy to engage the wider
           • Determining the scope of business transformation: Which
                                                                                            organization
              functions should be consolidated, which outsourced, and which                                                                 KPIs &
                                                                                         • Establishment of KPIs
                                                                                                                                                       SLAs
              should remain unaffected?                                                  • Design of Service-Level Agreements
           • Re-engineering processes for your shared services center:
                                                                                         • Automation of content submission processes

              Adopting lean six sigma principles to maximize efficiency
                                                                                         Chaitra Vedullapalli
           • Building scalability into your service delivery model to enable


                                                                                         Senior Director, Shared Services
              responsiveness to changes in market pressures
                                                                                         Microsoft
           Gary Walker                                 Strate
                                                              g
                                                      Benchm y
           Director, Shared Services
                                                                                 11:30 EXTENDED ROUNDTABLE SESSION: Overcoming
                                                            arks
           Coors Brewing
                                                                                         the Challenges of Effective Stakeholder
                                                                                         Management: Creating a Cross-Functional
           Juan Rodriguez
                                                                                         Sponsorship Pool to Gain the Support of the
           Senior Director, Global Shared Services
                                                                                         Wider Business
           Applied Materials
                                                                                         If shared services are going to live up to their potential within
           John Chelius                                                                  your organization, making an effective business case is just the
           Commercial Services Director                                                  start of the process. Just as important is gaining buy-in and
           AstraZeneca *                                                                 support from diverse groups of stakeholders, without whom your
                                                                                         shared services initiative is almost certainly doomed to failure. In
           Creating a Water-Tight Business Case: Leveraging
    9:30                                                                                 this extended session, understand how to:
           a Full Cost-Benefit Analysis to Achieve Complete                              • Achieve buy-in from business unit leaders

           Visibility into Both the Direct & Indirect ROI of                             • Create a communications strategy to engage the wider

           Your Shared Services Center                                                      organization
           You know that moving to a shared           The Bu                             • Manage the expectations of diverse groups of stakeholders
                                                               siness
           services strategy will result in                               Case              during the implementation process
           significant bottom-line cost-savings                                          • Leverage buy-in within a cross-

           and dramatic improvements to the delivery of                                                                                      Stake
                                                                                            functional sponsorship pool to
                                                                                                                                          Manage holder
           services within your organization. But how can you convince                      maximize the value to the business                     men  t Tool
           senior management of this? What information is needed to prove                                                                                      s
                                                                                         David Lambert
           the return on investment, and how should the information be
                                                                                         Director
           presented? If you’re in the planning and/or evaluation stages of
                                                                                         The Charmer-Sunbelt Group
           the shared services journey, attending this session will ensure you
           have all the tools at your fingertips to create a water-tight
                                                                                         Paul Fipps
           business case that does true justice to the value of your project.
                                                                                         VP Business Services
           Specific focus areas will include:
                                                                                         The Charmer-Sunbelt Group
           • Demonstrating the ROI of your shared services initiative

           • Understanding longer term benefits, including reduced risk of
                                                                                 12:30 Networking Lunch
              fraud and enhanced capital controls
           • Monetizing softer benefits like increased service consistency
                                                                                 * Awaiting final confirmation


    REGISTER ONLINE AT WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES OR CALL US AT 1-800-882-8684
4
Creating a Shared Services Organization Capable                                   language & time differences
1:30
       of Continuous Improvement. Utilizing                                              Crossing overseas regulatory hurdles: Demonstrating
                                                                                     •


       Performance Measures to Create a Virtuous Circle                                  compliance with the business regulations of popular offshore
       of Service Enhancement                                                            destinations such as China, India, Mexico & South America
                                                                                         Dealing with domestic regulation: What will be the effect of an
                                                                                     •
       If you’re a mature shared service organization, what further scope
                                                                                         Obama administration on the ability of US organizations to
       exists for driving efficiencies and improving service? How can you
                                                                                         seek out workforce efficiencies overseas?
       hard-wire a culture of continuous improvement into your
                                                                                                                                   Locati
       organizational DNA? Focus areas in this critical session include:                                                                     on Cri
                                                                                     Richard Rowan                                                  teri           a
       • Examining the most promising areas for improvement within
                                                                                     Global Director of Shared Services
          your shared services organization
                                                                                     TRW
       • Generating enthusiasm throughout the business around


                                                                                     Steve Primrose
          improvement levels and targets
                                                        Perfor                       Global Shared Service Manager
       • Leveraging performance measures and
                                                                 ma
                                                       Measur nce                    Chevron
          industry benchmarks to re-engineer
                                                                es
          your most critical business processes
                                                                                     Afternoon Networking Break & Refreshments
                                                                              3:30
       • Realigning the culture of your shared services


          facility with requirements of continuous improvement
                                                                                     EXTENDED ROUNDTABLE SESSION: Designing
                                                                              4:00
       Gregg Silver
                                                                                     Truly Effective Assessment and Knowledge
       Manager of Policies, Procedures, and Continuous
                                                                                     Transfer Processes to Ensure the Best Possible
       Improvement, Oakley, Inc
                                                                                     Talent Pool for your Shared Services Center
                                                                                     You have the building, the processes, the systems, and the
       PANEL DISCUSSION: Positioning Your Shared Services
2:45
                                                                                     support of the business. Now, how can you ensure that your
       Center for Long-Term Success: Benchmarking with
                                                                                     shared services center is staffed with the right kind of talent?
       Key Competitors to Determine the Best Possible
                                                                                     Indeed, how can you determine which qualities are needed for
       Location for your Shared Services Center
                                                                                     success, and how should you measure those qualities in the
       Deciding where to locate your shared services center may seem
                                                                                     assessment process? In this session, discover how to:
       like one of the easier choices you have to make, but in reality it’s          • Build an effective assessment tool that matches candidates’

       one of the hardest. If you opt to go abroad, there are significant
                                                                                       skills and aptitudes with the requirements of your business
       obstacles to be overcome relating to cultural and linguistic                  • Create an effective knowledge transfer strategy that quickly gets

       differences, which need to be balanced against the cost savings
                                                                                       candidates up to speed on the relevant processes of your business
       that can be achieved by moving to an off-shore location. If,                  • Incorporate state and federal employment regulations into your

       instead, you opt for a domestic location, you’re still left with a
                                                                                       shared services implementation strategy,
       very complicated decision that needs to be made on the basis of
                                                                                       to avoid complications relating to           Assess
       local employment resources, infrastructure, existing company                                                                           ment T
                                                                                       workforce substitutions                                           ools
       footprint, and cost. Our panelists in this session will discuss:
                                                                                     Debra Cox
       • Determining the most cost-effective off-shoring locations in a


                                                                                     Managing Director, Shared Services
          world of volatile exchange rates and economic uncertainty
                                                                                     Tesoro Companies
       • Solving the cultural issues of moving your shared services


          center to an offshore location
                                                                                     End of Main Conference Day One
                                                                              5:15
       • Creating a communications strategy to deal with international




                                                                                                                Thursday,
Main Conference Day Two                                                                                         June 25, 2009

       Registration & Coffee                                                         Bishop, who has extensive experience in the formulation of
7:30
                                                                                     effective governance models, will teach you how to:
       Chairperson’s Recap of Main Conference Day One                                • Involve business unit leaders with the design of the governance
8:00
                                                                                        model, to create a shared services
                                                                                                                                      The Go
       EXTENDED ROUNDTABLE SESSION: Driving                                             organization that satisfies the wider
8:45                                                                                                                                           vernan
                                                                                                                                                       ce
       Consistency in Policies and Processes through the                                business
                                                                                                                                            Model
       Creation of an Effective Shared Service                                       • Align processes and systems with roles,


       Governance Strategy                                                              responsibilities & reporting lines
                                                                                     • Design an effective customer complaint process
       A well-defined governance strategy is at the heart of every well-
                                                                                     • Build flexibility into your governance model: Creating a shared
       run shared services organization. An effective governance strategy
                                                                                        services organization capable of continuously improving itself
       should map out roles, responsibilities, reporting lines, processes
                                                                                        over time
       and service expectations. It should be firm enough to ensure
       consistency in processes and customer service levels, yet flexible
                                                                                     Kathleen Bishop
       enough to enable common-sense improvements and encourage
                                                                                     Former VP, Financial Shared Services
       initiative and pro-activity on the part of operatives. Kathleen
                                                                                     Pitney Bowes


                                                                                                                                                               5
10:15 PANEL DISCUSSION: Getting to the Bottom of                                       implications of effectively leveraged labor arbitrage. But it’s also a
           Shared Service Value: Identifying the Most                                      decision that can involve significant difficulties, with language,
           Effective Mechanism for Managing the                                            cultural, and regulatory complications coming into play. In this
           Expectations of the Business                                                    session, Steve Primrose, Global Shared Service Manager for
                                                                                           Chevron, will examine the most effective tools for managing the
           Now that your shared services center is live, what should the
                                                                                           transition to an off-shore shared services environment, including:
           business expect from it? What sort of turn-around times are
                                                                                           • Establishing multinational communication networks
           realistic? Managing expectations from the outset is one of the
                                                                                           • Implementing cross-border ERP technology
           most important ways to ensure the long term success of your
                                                                                           • Creating international business liaison officer
           project, but in recent years there has been significant debate                                                                              Global
                                                                                              roles, to simplify the transition process
           about whether a concrete SLA is the solution, or a more flexible                                                                          Delive
                                                                                                                                                              ry
                                                                                           • Overcoming the regulatory hurdles of
           conception of service performance standards. In this panel
                                                                                              establishing a shared services center overseas
           discussion, our distinguished participants will ask:
                                                                                           • Building awareness of cultural tensions into processes and
           • What is the most effective way of establishing performance

                                                                                              policies
              expectations with your customers?
           • What are the most important things to measure? Should
                                                                                           Steve Primrose
              anything be excluded from measurement?                                       Global Shared Service Manager
           • Are your interests better served by a rigid Service Level Agreement,
                                                                                           Chevron
              or a more loosely defined set of performance standards?
           • How should you communicate performance standards to the
                                                                                           ROUNDTABLE SESSION: Measuring & Driving the
                                                                                    2:45
              wider business?                                                              Ongoing Performance of your Shared Services
                                                                                           Center: Leveraging a Balanced Scorecard to Gain
                                                      SLAs &
           Leo Hazlewood
                                                      Unders Service                       At-A-Glance Visibility into the True Effectiveness
           Director, Shared Services
                                                            tandin                         of your Organization
                                                                   gs
           SAIC
                                                                                           As your shared services organization moves beyond the launching
           Brian Gabbard                                                                   and implementation phases, it’s important that you maintain
           Global Director, Financial Shared Services                                      visibility into performance levels in order to drive continuous
           Cargill                                                                         improvement. The balanced scorecard technique, first popularized
                                                                                           by Kaplan and Norton during the 1990s, is a highly effective
    11:00 Morning Networking Break                                                         management tool which can be leveraged within a shared
                                                                                           services environment to measure performance against a series of
    11:30 EXTENDED ROUNDTABLE SESSION: Driving                                             financial and non-financial indicators, enabling a detailed
           Automation and Efficiency throughout your                                       overview of total performance and overall organizational
           Shared Services Organization through the                                        “health.” Find out what a best practice scorecard looks like,
           Creation of a Technology Road-Map                                               which metrics “say the most” about the status of your shared
                                                                      ERP
           In a recent survey of shared services professionals,                            services center, and understand how to use the results from your
           technology was identified as having a potentially                               scorecard to drive continuous improvement on a daily, weekly,
           profound impact on the quality, efficiency, and cost-effectiveness              monthly, and yearly basis.
           of shared services processes. Interestingly, though, the impact                 • Determining what to measure: Liaising with business unit leaders

           wasn’t necessarily positive: many of our respondents drew                          to align customer expectations with key performance measures
           attention to the significant risks involved in implementing an ERP              • Enabling at-a-glance visibility into critical performance levels

           system without sufficient foresight or consultation with the                       throughout the organization
           business. In this extended technology session, discover how to:                 • Creating a customizable interface, so that

                                                                                                                                                      Balanc
           • Identify the principles needed to design a workable technology
                                                                                              agents, managers, business unit heads and                        e
                                                                                                                                                     Scorec d
              strategy and drive it through your organization                                 executive leaders can gain immediate access to                  ard
           • Map out the software ecosystem for your shared services
                                                                                              the statistics that matter to them
              center, determine which systems are needed, and at which                     • Linking the balanced scorecard back to medium and

              stage of the implementation process                                             long-term organizational goals, creating a virtuous circle of
           • Identify the factors needed to make the decision between
                                                                                              performance enhancement
              competing ERP systems
                                                                                           Participants to Include:
           • Demonstrate return on investment during the planning the


              stages: What is an acceptable pay-back period?                               David Lambert
                                                                                           Director
           Participants to Include:
                                                                                           The Charmer-Sunbelt Group
           James Waters
           Director, Finance Shared Services                                               Afternoon Networking Break
                                                                                    3:30
           Schneider International
                                                                                           ROUNDTABLE SESSION: Moving Your Shared
                                                                                    4:00
           Networking Lunch
    1:00                                                                                   Services Center Up the Value Chain:
                                                                                           Considerations Regarding an Expansion in the
           CASE STUDY: The Chevron Shared Services
    2:00                                                                                   Scope of Shared Services
           Experience: Enhancing Efficiency & Service                                      As your shared services center matures, the economies of scale
           Consistency by Embracing a Global Delivery Model                                achieved are bound to result in calls for additional functions to be
           The decision to move your shared services organization off-shore                incorporated into the shared services model. The question is:
           is attractive for a number of reasons, particularly with the cost               which functions are suitable for this kind of consolidation? And


    REGISTER ONLINE AT WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES OR CALL US AT 1-800-882-8684
6
how can you engineer the transition process to minimize the                                                          minimizing disruption and uncertainty within the wider
          disruption to the business? Attending this session will                                                              organization
          enable you to:                                                                                                       Manage the cultural shift in your shared service organization
                                                                                                                           •

          • Liaise effectively with business unit leaders to determine the                                                     from transactional to more strategic functions
             kinds of services that may benefit from the shared service                                                        Set your shared service center up for continued process excellence
                                                                                                                           •


             model
                                                                                                                           Participants to Include:
          • Examine the pros and cons of incorporating
                                                               Benchm
                                                                        arks
             core business processes – such as sales,                                                                      Chaitra Vedullapalli
             marketing, engineering, product design –                                                                      Senior Director, Shared Services
             into the shared service structure                                                                             Microsoft
          • Analyze the challenges involved in designing performance


                                                                                                                           Chairperson’s Closing Remarks and Close of
             measures for more strategic business processes                                                        5:00
                                                                                                                           Conference
          • Transition business functions from local to central, while




Shared Services News
                                                Shared Services News is the                                         Multifunctional Scope
                                                                                                               •

                                                number one subscription                                             Change management                                        SSON members
                                                                                                               •

publication for Shared Services and outsourcing executives. Containing best                                         Customer satisfaction                                    save an extra 10%!
                                                                                                               •

practice case study approaches to strategic issues, every issue is a mine of                                        Globalization
                                                                                                               •

innovative ideas and experience that can help you to do your job better. It’s                                       Governance and compliance
                                                                                                               •

also the place to get the long view on trends in the marketplace.
Our regular features include:                                                                                  If you’re looking for independent advice straight from your peers plus the
• Culture and Communications                                                                                   bigger picture on the shared services and outsourcing space Shared Services
• Driving Business Value                                                                                       News delivers all of this and more. Join thousands of your peers and
• Talent – getting it and keeping it                                                                           subscribe to be a premium member today to receive 10 issues a year.
• Captive vs Outsourcing mix                                                                                   Website: www.ssonetwork.com




Registration Information
Qualified Shared Services, Outsourcing, BPM and Procurement Professionals
                                                 Register by                   Register by                    Register by                 Register by                Register by                  Standard
                                                  3/20/2009                     4/3/2009                       4/17/2009                   5/1/2009                   5/29/2009                    Pricing

 Conference Only                             $1,099 (save $500)            $1,199 (save $400)              $1,299 (save $300)        $1,399 (save $200)          $1,499 (save $100)                 $1,599

 All Access Pricing                                                       $1,999 (save $1,497)                                      $2,199 (save $1,297)                                    $2,399 (save $1,097)

 Workshops                                        $549 each                     $549 each                      $549 each                  $549 each                   $549 each                   $549 each

 Master Classes                                   $799 each                     $799 each                      $799 each                  $799 each                   $799 each                   $799 each

Solution Providers, Consultancies and Software Providers
                                                                                                                                         Register by                 Register by                  Standard
                                                                                                                                          5/1/2009                    5/29/2009                    Pricing

 Conference Only                                                                                                                     $1,999 (save $600)          $2,299 (save $300)                 $2,599

 All Access Pricing                                                                                                                 $2,799 (save $1,697)        $2,999 (save $1,497)        $3,199 (save $1,297)

 Workshops                                                                                                                                $549 each                   $549 each                   $549 each

 Master Classes                                                                                                                           $799 each                   $799 each                   $799 each

Please note that multiple discounts cannot be combined.                                                       Details for making payment via EFT or wire transfer:
                                                                                                              JPMorgan Chase
Team Discounts For information on team discounts, please contact IQPC Customer Service at                     Penton Learning Systems LLC dba IQPC: 957-097239
1-800-882-8684. Only one discount may be applied per registrant.                                              ABA/Routing #: 021000021
                                                                                                              Reference: Please include the name of the attendee(s) and the event number: 17287.001
Special Discounts Available: A limited number of discounts are available for the non-profit sector,
government organizations and academia. For more information, please contact customer service at               Payment Policy: Payment is due in full at the time of registration and includes lunches, refreshment
1-800-882-8684.                                                                                               and detailed conference materials. Your registration will not be confirmed until payment is received and
                                                                                                              may be subject to cancellation.
Discounts valid for qualified executives involved with remote device monitoring and service only.
Discounts are taken off the full conference price only and do not apply to workshop only                      For IQPC’s Cancellation, Postponement and Substitution Policy, please visit
registrations. No two discounts can be combined. IQPC reserves the right to qualify your                      www.iqpc.com/cancellation
registration before applying your discount.
                                                                                                              Venue:
Other includes: Solution Providers, Consultants, or any third party vendors that partner with or provide      Please see the website for the most up-to-date information on the event venue.
services to organizations. IQPC maintains the right to enforce pricing based on company type.                 WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES
A $99 processing charge will be assessed to all registrations not accompanied by credit card                  Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-
payment at the time of registration.                                                                          8684 to discuss your specific needs.
MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC * CT residents or people employed in the state                   ©2009 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure
of CT must add 6% sales tax.                                                                                  constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act
                                                                                                              and common law principles.


                                                                                                                                                                                                                         7

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Launching and Maneging Shared Services

  • 1. SAVE UP TO $1,247 WHEN YOU REGISTER BY 04/03/2009 proudly presents: Launching and Managing TM SHARED SERVICES The Definitive quot;How Toquot; Conference for Implementing, June 23–25, 2009 Houston, Texas Stabilizing and Optimizing Shared Services Leverage the Wisdom of Senior Shared Services Thought Distinguished Speaker Leaders, including: Faculty includes: Juan Rodriguez, Senior Director, Kathleen Bishop, VP, Financial Senior Director, Global Shared Global Shared Services Shared Services Services, Applied Materials Applied Materials Managing Director, Shared James Waters, Director, Finance John Chelius, Commercial Services, Tesoro Companies Shared Services Services Director Director, Finance Shared Services, Schneider National, Inc. AstraZeneca Schneider National, Inc. Brian Gabbard, Global Director, Paul Fipps, Corporate Vice Director, Shared Services, Financial Shared Services President, Business Services Coors Brewing Cargill The Charmer Sunbelt Group Global Director of Shared Services, TRW “A comprehensive program … should be of great benefit to organizations seeking to plan, launch, or enhance their shared service centers.” Director, Shared Services, SAIC – Gary Silsbe, Director of Operational Excellence, TELUS Global Director, Financial Walk Away with the TOOLS Needed to Plan, Launch & Shared Services, Cargill Stabilize Your Shared Services Operations, including: Global Shared Services Manager, Chevron Strategy Benchmarks Location Selection Criteria Senior Director, Shared Services, Microsoft The Business Case Training & Assessment Tools Director, The Charmer- Sunbelt Group ROI & Cost Benefit The Technology Road-Map Analysis VP Business Services, The Charmer-Sunbelt Group SLAs & Service Understandings Stakeholder Commercial Services Director, Management Tools AstraZeneca The Balanced Scorecard The Governance Plan Media Partners: SSON members save an extra 10%! See page 7 for details REGISTER ONLINE AT WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES OR CALL US AT 1-800-882-8684
  • 2. Launching and Managing Who Will Attend SVPs, VPs, Directors and Managers of: SHARED SERVICES TM • Shared Services • Business Process Outsourcing (BPO) • Finance Dear Colleague, • Process Excellence • Operations As the global economy continues to falter, shared services is emerging as a beacon of light for organizations seeking to • HR Shared Services enhance efficiency, exert better capit al controls, and reduce operational costs. But the • Accounting shared services journey is fraught with difficulties, and companies need to be confident that they have the very best tools in place • Finance Shared Services to plan, launch, and stabilize their shared services centers. • Learning & Development • Payroll and Benefits Launching and Managing Shared Services – taking place in Houston TX from June 23- 25th – is the only conference in the United • Employee Services States specifically to focus on the management and technology tools • Talent Management needed for a successful shared servi ce strategy. Developed in conjunction with an industry-leading advisory board (see • Business Services side panel), the conference is based around exten ded interactive sessions on the key activities needed to optimize a shared services strategy. A Special Thanks to Our Whether you’re building the busin ess case, designing a governance model, Industry-Leading implementing an ERP system, or agre eing on a series of performance stand ards with the business, Launching and Managin g Shared Services delivers the exac Advisory Board: t information you need to proceed with confidence. What’s more, the extended interactiv e sessions have been specifically designed to enab le lengthy brainstorming, so you can Launching and Managing Shared Services has been get much deeper into your critical issues than is poss ible during a normal case study. produced in conjunction with an industry-leading advisory board of shared services experts. Members With executive insights from Microsof t, Chevron, SAIC, Schneider, Carg of the advisory board play an extensive role in the ill and Pitney Bowes – among many others – you can rest assured that the agenda development of the conference agenda, including contains proven methodologies that are guaranteed the selection of speakers and sponsors, and the to enhance your shared services prog ress. identification of core themes and issues. I look forward to meeting you in sunn y Houston this June! We’re delighted to announce the involvement of Kind regards, the following shared service experts: P.S. Maximize your learning End-User Advisory Board experience by attending our interactive Richard Rowan workshops and master classes! See Global Director of Shared Services TRW Toby Donovan page 3 and register today! Director Gary Silsb Launching and Managing Shar Director, Operational Excellence ed Services TELUS Leo Hazlewood Director, Shared Services SAIC Sponsorship and Exhibition Opportunities Solution-Provider Advisory Board Michael Frale Sponsorships and exhibits are excellent opportunities for your company to showcase its products Global Head of Shared Services and services to high-level, targeted decision-makers attending the Launching and Managing Alsbridge Shared Services. SSON and IQPC help companies like yours achieve important sales, marketing and branding objectives by setting aside a limited number of event sponsorships and exhibit Huw Watkins spaces – all of which are tailored to assist your organization in creating a platform to maximize Managing Partner its exposure at the event. PA Consulting Phil King For more information on sponsoring or exhibiting at the Launching and Managing Shared Shared Services Solution Leader Services, please contact Mario Matulich at 212-885-2719 or sponsorship@iqpc.com Atos Origin About the Location About SSON Alive with energy and rich in SSON provides research, training, and networking for over 4,500 shared diversity, Houston is a dynamic services executive members from over 50 countries around the world. mix of imagination, talent and Whether you need resources to write a report, facts to benchmark first-class attractions that performance against or simply want to meet some of your peers at the same stage of makes it a world-class city. development we can support you. Sign up today, pay only $149.99 USD and receive benefits Home to a vibrant economy, beautiful surroundings that will help you to take your implementation to the next level. and a population full of optimism and spirit, it's no wonder that Houston is a popular international Website: www.ssonetwork.com Email: info@ssonetwork.com Phone: +44 (0)20 7368 9300 destination. Website: www.houstontx.gov REGISTER ONLINE AT WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES OR CALL US AT 1-800-882-8684 2
  • 3. Tuesday, Pre-Conference Workshops June 23, 2009 MASTER CLASS The A-Z of Business Case Engineering: Building & Delivering a Truly Effective Business A Case that Satisfies the CFO and Gets your Shared Services Center on the Fast Track to Success 8:00am – 1:00pm (Lunch served) e In this extended 5-hour session, delegates will be guided through the - Upfront investment costs Cas s formation of a successful business case in meticulous detail. Identify every - Short-term cost savings and efficiencies nes usi piece of information you need in order to make an effective case, examine • Longer-term financial benefits, including: B The the most powerful ways of presenting your information, and leverage the - Better control over working capital collective of wisdom gained from hundreds of both successful and non- - Reduced risk of fraud successful business case attempts. Just as importantly: what are the most - Reduced risk of compliance and audit common traps for business cases, and how can you ensure that yours - Opportunity to make local business units more strategic doesn’t fall into one? Delegates are encouraged to bring their own How will you benefit? business case attempts with them to the workshop, to obtain expert • Avoid commonly-made traps consultation on enhancements and possible weaknesses. • Receive personalized feedback on your own business case attempts What will be covered? • Approach your business case with confidence • Why shared services? Understanding the full range of benefits involved • Walk away with insights based on hundreds of real business cases • Establishing a time-line for your shared services implementation process: Creating a road-map to achieve clarity over milestones and deliverables Facilitators Include: • Performing a full cost benefit analysis, incorporating: Paul Fipps, VP Business Services, The Charmer-Sunbelt Group MASTER CLASS “The WORKSHOP Automation – Your Lowest Cost Region: B A C A Continuously Improving Shared Reducing Costs & Enhancing Customer Satisfaction by Services Organization”: Driving Automation Levels through your Shared Leveraging Benchmarks, Services Organization Performance Measures & For mature shared services organizations, extending the scope of automation offers significant opportunities for realizing dramatic economies of scale and enhancing the satisfaction of internal Process Improvement and external customers. In this highly awaited session, Juan Rodriguez, Senior Director of Global Techniques to Ramp Up the Shared Services, will walk you through the automation journey at Applied Materials. Currently Effectiveness of your Shared running at 98% “hands free” – which puts Applied Materials in the highest percentile of mature shared services organizations around the world – Mr Rodriguez will examine the features of a Services Center 1.15pm – 4.15pm Please note: Masterclass B, workshop C and workshop D run concurrently truly automatic shared services organization, including: Now that you’ve set up your shared services center, what • Understanding the full benefits of a strongly automated shared services organization, including: further scope exists for driving efficiencies and enhancing - Reduced transaction processing costs service levels? What are the most promising areas for - Enhanced financial controls additional improvements? In the second of our in-depth 5- - Improved consistency hour Master Classes, delegates will receive extensive Automa - Enhanced customer satisfaction levels tion tutoring on the techniques needed to create a shared • Identifying the key components of the automation puzzle: services organization capable of continuous improvement - ERP (Enterprise Resource Planning Systems) and enhancement. The Master Class is divided into three - ERSS (Electronic Records and Signature Systems) 1.15pm – 6.15pm (Dinner Served) parts. - E-Inventory systems • Part 1 examines the most effective methods for - GUI (Graphical User Interfaces) measuring the performance of your shared services - Automated 3-way matching organization. • Making your suppliers more automated: Understanding how to influence the uptake of • Part 2 examines benchmarks, giving you a comprehensive mutually beneficial systems overview of service standards and metrics across the full range of business functions and industries, so you can Session Leader: Juan Rodriguez, Senior Director, Global Shared Services, Applied compare your own performance with that of your Materials competitors. • Part 3 looks at process improvement techniques, giving WORKSHOP The Positive Revolution in Change D A you access to the best methods for enhancing efficiency and effectiveness within your shared services center. Management: Leveraging “Appreciative Inquiry,” and a What will be covered? Focus on Strengths, to Transform your Shared Services • You can’t manage what you don’t measure: Identifying Organization the most important performance metrics for your shared 4.30pm – 7.30pm (Dinner served) services organization Conventional change management doctrine asserts that an organization is a problem to be solved. • Capturing data painlessly: Implementing systems that By focusing on the problems within an organization, business leaders seek to improve what is make light work of data collection and analysis weak and let the strengths take care of themselves. But a new paradigm is emerging – Appreciate • Communicating performance levels to the organization: Inquiry – which focuses on strengths rather than weaknesses, and has had enjoyed significant Maintaining enthusiasm around improvement levels and successes in transforming the shared services organization at Cargill. In this extended workshop targets session, Brian Gabbard, Global Director of Financial Shared Services at Cargill, will provide detailed How will you benefit? insights on the application of Appreciative Inquiry within your own organization, including: • Save money on benchmarking activities • Understanding the dangers of a “deficit-based” approach to change: • Measure your organization against competitors: Get the - Fragmentation full picture of your shared service center’s - Few new images of possibility Change effectiveness, and make better Manage - Exhaustion & visionless voice & Benchmarks ment investment decisions - Spirals in deficit vocabularies nce Performa • Make better business cases for • Creating an organizational frame of mind based on strengths additional shared service Measures • Examining the Appreciate Inquiry 4-D Cycle: Discovery, Dream, Design, Destiny investments • Creating a “Provocative Proposition” to build an inspiring vision of your company’s future potential Facilitators Include: Debra Cox, Managing Director, Shared Services, Session Leader: Brian Gabbard, Global Director, Financial Shared Services, Cargill Tesoro Companies 3
  • 4. Wednesday, Main Conference Day One June 24, 2009 Registration & Coffee and satisfaction levels from internal customers 7:30 What does a good business case look like? How can you spot a • Chairperson’s Welcome and Opening Remarks weak business case? 8:15 Speaker to be Confirmed PANEL DISCUSSION: Designing the Most Effective 8:30 Service Delivery Model for your Business: 10:15 Morning Networking Break Benchmarking with Key Competitors to Determine the Optimal Mix of Shared Services & Outsourcing 10:45 CASE STUDY: The Evolution of Microsoft’s Since shared services became popular as a business strategy back Approach to Content Management. Building a in the 1970s, there has been a bewildering array of different Shared Service Organization from the Ground-Up models for companies to choose from. Should you opt for in- Transactional functions like HR, payroll & accounting are obvious house or outsourced, or a mixture of both? How should you re- contenders for the shared services model, but other business design processes for the new shared services center? How can functions may also benefit. In this session, Chaitra Vedullapalli will you create a scalable shared services model capable of absorbing guide you through the creation of a shared services organization new functions, and expanding in scope, over time? This specifically set up to deal with Microsoft’s content management. interactive session will equip you with the tools needed to create Since inception (1.5 years ago), the shared services center has the best possible service delivery model for your business, with delivered savings of over $6 million – somewhere in the vicinity of particular emphasis on: $300,000 a month – and has also increased utilization of content • Examining the current economic situation: What are the by over 40%. The tools Chaitra will explore in this session include: implications on the choice between shared services, BPO, and • Achieving buy-in from business unit leaders hybrid service delivery models? • Creating a communications strategy to engage the wider • Determining the scope of business transformation: Which organization functions should be consolidated, which outsourced, and which KPIs & • Establishment of KPIs SLAs should remain unaffected? • Design of Service-Level Agreements • Re-engineering processes for your shared services center: • Automation of content submission processes Adopting lean six sigma principles to maximize efficiency Chaitra Vedullapalli • Building scalability into your service delivery model to enable Senior Director, Shared Services responsiveness to changes in market pressures Microsoft Gary Walker Strate g Benchm y Director, Shared Services 11:30 EXTENDED ROUNDTABLE SESSION: Overcoming arks Coors Brewing the Challenges of Effective Stakeholder Management: Creating a Cross-Functional Juan Rodriguez Sponsorship Pool to Gain the Support of the Senior Director, Global Shared Services Wider Business Applied Materials If shared services are going to live up to their potential within John Chelius your organization, making an effective business case is just the Commercial Services Director start of the process. Just as important is gaining buy-in and AstraZeneca * support from diverse groups of stakeholders, without whom your shared services initiative is almost certainly doomed to failure. In Creating a Water-Tight Business Case: Leveraging 9:30 this extended session, understand how to: a Full Cost-Benefit Analysis to Achieve Complete • Achieve buy-in from business unit leaders Visibility into Both the Direct & Indirect ROI of • Create a communications strategy to engage the wider Your Shared Services Center organization You know that moving to a shared The Bu • Manage the expectations of diverse groups of stakeholders siness services strategy will result in Case during the implementation process significant bottom-line cost-savings • Leverage buy-in within a cross- and dramatic improvements to the delivery of Stake functional sponsorship pool to Manage holder services within your organization. But how can you convince maximize the value to the business men t Tool senior management of this? What information is needed to prove s David Lambert the return on investment, and how should the information be Director presented? If you’re in the planning and/or evaluation stages of The Charmer-Sunbelt Group the shared services journey, attending this session will ensure you have all the tools at your fingertips to create a water-tight Paul Fipps business case that does true justice to the value of your project. VP Business Services Specific focus areas will include: The Charmer-Sunbelt Group • Demonstrating the ROI of your shared services initiative • Understanding longer term benefits, including reduced risk of 12:30 Networking Lunch fraud and enhanced capital controls • Monetizing softer benefits like increased service consistency * Awaiting final confirmation REGISTER ONLINE AT WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES OR CALL US AT 1-800-882-8684 4
  • 5. Creating a Shared Services Organization Capable language & time differences 1:30 of Continuous Improvement. Utilizing Crossing overseas regulatory hurdles: Demonstrating • Performance Measures to Create a Virtuous Circle compliance with the business regulations of popular offshore of Service Enhancement destinations such as China, India, Mexico & South America Dealing with domestic regulation: What will be the effect of an • If you’re a mature shared service organization, what further scope Obama administration on the ability of US organizations to exists for driving efficiencies and improving service? How can you seek out workforce efficiencies overseas? hard-wire a culture of continuous improvement into your Locati organizational DNA? Focus areas in this critical session include: on Cri Richard Rowan teri a • Examining the most promising areas for improvement within Global Director of Shared Services your shared services organization TRW • Generating enthusiasm throughout the business around Steve Primrose improvement levels and targets Perfor Global Shared Service Manager • Leveraging performance measures and ma Measur nce Chevron industry benchmarks to re-engineer es your most critical business processes Afternoon Networking Break & Refreshments 3:30 • Realigning the culture of your shared services facility with requirements of continuous improvement EXTENDED ROUNDTABLE SESSION: Designing 4:00 Gregg Silver Truly Effective Assessment and Knowledge Manager of Policies, Procedures, and Continuous Transfer Processes to Ensure the Best Possible Improvement, Oakley, Inc Talent Pool for your Shared Services Center You have the building, the processes, the systems, and the PANEL DISCUSSION: Positioning Your Shared Services 2:45 support of the business. Now, how can you ensure that your Center for Long-Term Success: Benchmarking with shared services center is staffed with the right kind of talent? Key Competitors to Determine the Best Possible Indeed, how can you determine which qualities are needed for Location for your Shared Services Center success, and how should you measure those qualities in the Deciding where to locate your shared services center may seem assessment process? In this session, discover how to: like one of the easier choices you have to make, but in reality it’s • Build an effective assessment tool that matches candidates’ one of the hardest. If you opt to go abroad, there are significant skills and aptitudes with the requirements of your business obstacles to be overcome relating to cultural and linguistic • Create an effective knowledge transfer strategy that quickly gets differences, which need to be balanced against the cost savings candidates up to speed on the relevant processes of your business that can be achieved by moving to an off-shore location. If, • Incorporate state and federal employment regulations into your instead, you opt for a domestic location, you’re still left with a shared services implementation strategy, very complicated decision that needs to be made on the basis of to avoid complications relating to Assess local employment resources, infrastructure, existing company ment T workforce substitutions ools footprint, and cost. Our panelists in this session will discuss: Debra Cox • Determining the most cost-effective off-shoring locations in a Managing Director, Shared Services world of volatile exchange rates and economic uncertainty Tesoro Companies • Solving the cultural issues of moving your shared services center to an offshore location End of Main Conference Day One 5:15 • Creating a communications strategy to deal with international Thursday, Main Conference Day Two June 25, 2009 Registration & Coffee Bishop, who has extensive experience in the formulation of 7:30 effective governance models, will teach you how to: Chairperson’s Recap of Main Conference Day One • Involve business unit leaders with the design of the governance 8:00 model, to create a shared services The Go EXTENDED ROUNDTABLE SESSION: Driving organization that satisfies the wider 8:45 vernan ce Consistency in Policies and Processes through the business Model Creation of an Effective Shared Service • Align processes and systems with roles, Governance Strategy responsibilities & reporting lines • Design an effective customer complaint process A well-defined governance strategy is at the heart of every well- • Build flexibility into your governance model: Creating a shared run shared services organization. An effective governance strategy services organization capable of continuously improving itself should map out roles, responsibilities, reporting lines, processes over time and service expectations. It should be firm enough to ensure consistency in processes and customer service levels, yet flexible Kathleen Bishop enough to enable common-sense improvements and encourage Former VP, Financial Shared Services initiative and pro-activity on the part of operatives. Kathleen Pitney Bowes 5
  • 6. 10:15 PANEL DISCUSSION: Getting to the Bottom of implications of effectively leveraged labor arbitrage. But it’s also a Shared Service Value: Identifying the Most decision that can involve significant difficulties, with language, Effective Mechanism for Managing the cultural, and regulatory complications coming into play. In this Expectations of the Business session, Steve Primrose, Global Shared Service Manager for Chevron, will examine the most effective tools for managing the Now that your shared services center is live, what should the transition to an off-shore shared services environment, including: business expect from it? What sort of turn-around times are • Establishing multinational communication networks realistic? Managing expectations from the outset is one of the • Implementing cross-border ERP technology most important ways to ensure the long term success of your • Creating international business liaison officer project, but in recent years there has been significant debate Global roles, to simplify the transition process about whether a concrete SLA is the solution, or a more flexible Delive ry • Overcoming the regulatory hurdles of conception of service performance standards. In this panel establishing a shared services center overseas discussion, our distinguished participants will ask: • Building awareness of cultural tensions into processes and • What is the most effective way of establishing performance policies expectations with your customers? • What are the most important things to measure? Should Steve Primrose anything be excluded from measurement? Global Shared Service Manager • Are your interests better served by a rigid Service Level Agreement, Chevron or a more loosely defined set of performance standards? • How should you communicate performance standards to the ROUNDTABLE SESSION: Measuring & Driving the 2:45 wider business? Ongoing Performance of your Shared Services Center: Leveraging a Balanced Scorecard to Gain SLAs & Leo Hazlewood Unders Service At-A-Glance Visibility into the True Effectiveness Director, Shared Services tandin of your Organization gs SAIC As your shared services organization moves beyond the launching Brian Gabbard and implementation phases, it’s important that you maintain Global Director, Financial Shared Services visibility into performance levels in order to drive continuous Cargill improvement. The balanced scorecard technique, first popularized by Kaplan and Norton during the 1990s, is a highly effective 11:00 Morning Networking Break management tool which can be leveraged within a shared services environment to measure performance against a series of 11:30 EXTENDED ROUNDTABLE SESSION: Driving financial and non-financial indicators, enabling a detailed Automation and Efficiency throughout your overview of total performance and overall organizational Shared Services Organization through the “health.” Find out what a best practice scorecard looks like, Creation of a Technology Road-Map which metrics “say the most” about the status of your shared ERP In a recent survey of shared services professionals, services center, and understand how to use the results from your technology was identified as having a potentially scorecard to drive continuous improvement on a daily, weekly, profound impact on the quality, efficiency, and cost-effectiveness monthly, and yearly basis. of shared services processes. Interestingly, though, the impact • Determining what to measure: Liaising with business unit leaders wasn’t necessarily positive: many of our respondents drew to align customer expectations with key performance measures attention to the significant risks involved in implementing an ERP • Enabling at-a-glance visibility into critical performance levels system without sufficient foresight or consultation with the throughout the organization business. In this extended technology session, discover how to: • Creating a customizable interface, so that Balanc • Identify the principles needed to design a workable technology agents, managers, business unit heads and e Scorec d strategy and drive it through your organization executive leaders can gain immediate access to ard • Map out the software ecosystem for your shared services the statistics that matter to them center, determine which systems are needed, and at which • Linking the balanced scorecard back to medium and stage of the implementation process long-term organizational goals, creating a virtuous circle of • Identify the factors needed to make the decision between performance enhancement competing ERP systems Participants to Include: • Demonstrate return on investment during the planning the stages: What is an acceptable pay-back period? David Lambert Director Participants to Include: The Charmer-Sunbelt Group James Waters Director, Finance Shared Services Afternoon Networking Break 3:30 Schneider International ROUNDTABLE SESSION: Moving Your Shared 4:00 Networking Lunch 1:00 Services Center Up the Value Chain: Considerations Regarding an Expansion in the CASE STUDY: The Chevron Shared Services 2:00 Scope of Shared Services Experience: Enhancing Efficiency & Service As your shared services center matures, the economies of scale Consistency by Embracing a Global Delivery Model achieved are bound to result in calls for additional functions to be The decision to move your shared services organization off-shore incorporated into the shared services model. The question is: is attractive for a number of reasons, particularly with the cost which functions are suitable for this kind of consolidation? And REGISTER ONLINE AT WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES OR CALL US AT 1-800-882-8684 6
  • 7. how can you engineer the transition process to minimize the minimizing disruption and uncertainty within the wider disruption to the business? Attending this session will organization enable you to: Manage the cultural shift in your shared service organization • • Liaise effectively with business unit leaders to determine the from transactional to more strategic functions kinds of services that may benefit from the shared service Set your shared service center up for continued process excellence • model Participants to Include: • Examine the pros and cons of incorporating Benchm arks core business processes – such as sales, Chaitra Vedullapalli marketing, engineering, product design – Senior Director, Shared Services into the shared service structure Microsoft • Analyze the challenges involved in designing performance Chairperson’s Closing Remarks and Close of measures for more strategic business processes 5:00 Conference • Transition business functions from local to central, while Shared Services News Shared Services News is the Multifunctional Scope • number one subscription Change management SSON members • publication for Shared Services and outsourcing executives. Containing best Customer satisfaction save an extra 10%! • practice case study approaches to strategic issues, every issue is a mine of Globalization • innovative ideas and experience that can help you to do your job better. It’s Governance and compliance • also the place to get the long view on trends in the marketplace. Our regular features include: If you’re looking for independent advice straight from your peers plus the • Culture and Communications bigger picture on the shared services and outsourcing space Shared Services • Driving Business Value News delivers all of this and more. Join thousands of your peers and • Talent – getting it and keeping it subscribe to be a premium member today to receive 10 issues a year. • Captive vs Outsourcing mix Website: www.ssonetwork.com Registration Information Qualified Shared Services, Outsourcing, BPM and Procurement Professionals Register by Register by Register by Register by Register by Standard 3/20/2009 4/3/2009 4/17/2009 5/1/2009 5/29/2009 Pricing Conference Only $1,099 (save $500) $1,199 (save $400) $1,299 (save $300) $1,399 (save $200) $1,499 (save $100) $1,599 All Access Pricing $1,999 (save $1,497) $2,199 (save $1,297) $2,399 (save $1,097) Workshops $549 each $549 each $549 each $549 each $549 each $549 each Master Classes $799 each $799 each $799 each $799 each $799 each $799 each Solution Providers, Consultancies and Software Providers Register by Register by Standard 5/1/2009 5/29/2009 Pricing Conference Only $1,999 (save $600) $2,299 (save $300) $2,599 All Access Pricing $2,799 (save $1,697) $2,999 (save $1,497) $3,199 (save $1,297) Workshops $549 each $549 each $549 each Master Classes $799 each $799 each $799 each Please note that multiple discounts cannot be combined. Details for making payment via EFT or wire transfer: JPMorgan Chase Team Discounts For information on team discounts, please contact IQPC Customer Service at Penton Learning Systems LLC dba IQPC: 957-097239 1-800-882-8684. Only one discount may be applied per registrant. ABA/Routing #: 021000021 Reference: Please include the name of the attendee(s) and the event number: 17287.001 Special Discounts Available: A limited number of discounts are available for the non-profit sector, government organizations and academia. For more information, please contact customer service at Payment Policy: Payment is due in full at the time of registration and includes lunches, refreshment 1-800-882-8684. and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation. Discounts valid for qualified executives involved with remote device monitoring and service only. Discounts are taken off the full conference price only and do not apply to workshop only For IQPC’s Cancellation, Postponement and Substitution Policy, please visit registrations. No two discounts can be combined. IQPC reserves the right to qualify your www.iqpc.com/cancellation registration before applying your discount. Venue: Other includes: Solution Providers, Consultants, or any third party vendors that partner with or provide Please see the website for the most up-to-date information on the event venue. services to organizations. IQPC maintains the right to enforce pricing based on company type. WWW.IQPC.COM/US/LAUNCHSHAREDSERVICES A $99 processing charge will be assessed to all registrations not accompanied by credit card Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882- payment at the time of registration. 8684 to discuss your specific needs. MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC * CT residents or people employed in the state ©2009 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure of CT must add 6% sales tax. constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles. 7