Presentation on theme: "How we work with you. Infrastructure savings Pay only for what you use Labour Costs Match job functions with skill sets Financial Technology Efficient."— Presentation transcript:
Infrastructure savings Pay only for what you use Labour Costs Match job functions with skill sets Financial Technology Efficient software apps Operational control Document & training Process Standardization Productivity Management focus Shared back office partnership Financial & productivity benefits for your business through shared services.
Expectations Objectives Getting to know the management Priorities Requirements Business model Getting to know the business Strengths / Weakness We focus our efforts on the areas important to the owners and managers of the business
Operational Activities Business Functions Getting to know the process Documentation Process Responsibilities Employee skill sets Getting to know the employees Organization We focus on the current business process & skills.
Service Provisions Systems Getting to know the IT systems Policies & Procedures Documentation Requirements Getting to know the software assets Knowledge & Training We focus on the current IT & software.
Raise questions and issues about the business process and undertake discussions Review & confirmation of documentation developed from employee interview Confirmation of review Discuss how a custom service plan / shared services may be beneficial to your business. We focus on the discussion of our findings.
- Written plan - Timetables - Flow chart showing: - job positions & -flow of financial information Presentation: We provide a written going forward draft plan. Discussion points: - Benefits - Vital back-office partnership - Costing & savings - Implementation & go-live strategy
Key elements included in the draft plan. - Start of service process - Key persons involved - Accounting issues -Transition process and change of management - Data and user security - Accountability - Day to day business process issues - Technology - software and infrastructure issues - Data migration - Confidentiality - End of service process & transition
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