Stan Lepeak, Director, Research, Shared Services and Outsourcing Advisory Often buyers have viewed global sourcing as a series of discrete options and capabilities (e.g., internal services, shared services, offshore captives, business process outsourcing and information technology outsourcing (ITO)) rather than a continuum of integrated service models. This is similar to the legacy perspective of viewing [...]

Filed under: Governance, How to..., Insourcing, Offshore & Captive Centers, Outsourcing, Shared Services by EquaTerra
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Rick Bertheaud Need to revitalize your internal brand for shared services? Trying to move beyond transactional processing? Many shared services centers (SSCs) are at a crossroads. Some, a few years in, are trying to reinvigorate their brand as enthusiasm fades. Others are mired in high-volume transactional work that isn’t relevant when performed flawlessly and is [...]

Filed under: How to..., Shared Services by EquaTerra
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Stan Lepeak, Director, Advisory Research Cliff Justice, US National Leader, Shared Services and Outsourcing Advisory On Tuesday, February 22, KPMG LLP (US), KPMG Holdings Limited (UK) and KPMG International announced an agreement to acquire the business and subsidiaries of EquaTerra Inc. This combination creates a global shared services and sourcing advisory offering that is aligned [...]

Filed under: Market Trends and News, Outsourcing, Process Transformation, Shared Services by EquaTerra
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Mark Trepanier, Managing Director, Human Resources Practice I tuned in today for an interesting discussion from Horses for Sources on the search for innovation in shared services and outsourcing.  The dialogue reinforced that the first step is a clear definition of innovation:  Is innovation about efficiency or an improved service experience? Is it input-focused or [...]

Filed under: How to..., Market Trends and News, Outsourcing, Shared Services by EquaTerra
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Jim Koenig, EquaTerra Client Executive, Human Resources Advisory A challenge in establishing an HR services delivery function is determining the performance measures to govern the services. This applies whether the service delivery model is internal shared services, outsourcing or a hybrid. There are many factors to consider, such as:  what are the desired outcomes from [...]

Filed under: Governance, Human Resources, Outsourcing, Shared Services by EquaTerra
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Mark Trepanier, Managing Director, HR Practice Group Change management was the hot topic last week at an EquaTerra roundtable that I had the privilege of hosting. I gleaned insights from largely experienced outsourcing buyers across a spectrum of functions (e.g. Finance, HR, IT and Procurement) and industries.   Our conversation evolved from change management into key [...]

Filed under: How to..., Process Transformation, Shared Services by EquaTerra
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Bob Cecil, Executive Director, Business and Financial Processes Advisory My last blog – Shared Services: Nexus for Cost Realignment or Exporter of Value?– focused on a Blue Sky Innovation Room session at last month’s Shared Services Week conference on how shared services is perceived, versus how it would like to be perceived by the company [...]

Filed under: How to..., Shared Services by EquaTerra
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Bob Cecil, Executive Director, Business & Financial Processes Advisory At last month’s Shared Services Week conference in Orlando, Florida, I had the good fortune to chair the invitation-only Blue Sky Innovation Room sessions, each of which addressed current challenges unique to mature shared services organizations. The discussions among the expert panelists and participants from some [...]

Filed under: How to..., Shared Services by EquaTerra
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Stan Lepeak, Managing Director, EquaTerra Global Research This is the third in an ongoing series of blogs presenting the findings from EquaTerra’s recently completed market study assessing North American and U.K. finance and accounting (F&A) and F&A outsourcing (FAO) market trends. EquaTerra released the results of this market study via a webcast held on January [...]

Filed under: Finance & Accounting, How to..., Market Trends and News, Offshore & Captive Centers, Process Transformation, Shared Services by EquaTerra
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