1. Presenter's Name
Service overview
Gartner for Finance Leaders

2. Join a network that provides a unique advantage
With insights powered by our network, you’ll gain an unparalleled perspective into the challenges and opportunities shaping businesses across functions, regions and industries.
1,400+ finance leaders We support a network of over a thousand finance leaders across three different continents.
Clients from 73% of the Global 500 Leaders from small companies to global enterprises rely on us to help them achieve their mission-critical priorities
C-suite perspective By working with thousands of CxOs across every major business function, you’ll have a fast and insightful view of critical business trends and their implications for finance
Customer Service & Support
Finance
Human Resources
Information Technology
Legal & Compliance
Marketing & Comms
Product and R&D
Sales
Strategy
Supply Chain

3. The right option, for the short and long term
Equip yourself with our finance and technology expertise, peer-based insight and actionable tools to gain an unrivalled platform for planning and executing the finance projects that matter most.
Gartner for Finance Leaders
Management consultancy
Do it yourself
A useful source for learning common approaches
Time-intensive
Uncertain and inconsistent quality of insights and recommendations
Best of both: expertise and network-driven insight on best-practice finance solutions
Support tailored to your critical priorities — throughout the life cycle of the projects associated with them
Exclusive finance leadership meetings and virtual events at no additional cost
Easy-to-use tools and guidance to help you execute efficiently
High cost
Generally limited to on-site engagement
Temporary support model
Potential bias toward proprietary solutions
Lack of peer-based insights or executive meetings

4. Our priority? Helping you to deliver yours.1
What are your critical priorities? We align our support to deliver the guidance and resources you need to accomplish your critical priorities.
Example priority:
“Drive digital transformation”
Example initiatives for digital transformation: 2
Which initiatives are crucial to their success? Delivering you priorities will depend on the success of several underlying projects. We’ll work with you on a plan for executing them effectively.
“Implement a ‘multi-speed’ budgeting approach to support agile digital initiatives”
“Position finance as a digital interface for business data to drive profitable decisions”
“Reshape finance’s structure and skillset through RPA- and AI-based innovations” 3
Which people are leading these initiatives? Our solution is designed to support you and the people on your team critical to the delivery of your priorities. 4
What support do they require to succeed? We configure each individual’s service to provide the level of expert guidance and support they require to execute effectively on their personal objectives.
Live/Virtual Meetings
Diagnostics
Benchmarks & Case Studies
Research & Best Practices
Webinars/
Online Learning
Decision Support
Advisory and Analyst Inquiry

5. We cover a range of key finance and technology initiatives to equip you for success
Your service will be designed to help you deliver the underlying projects and initiatives that are crucial for accomplishing your biggest Finance challenges.
Budgeting
Cost Management
Facilities Management
Finance IT
Finance Organizational Structure
Finance Roles and Responsibilities
Finance Strategy
Finance Talent
Forecasting
Functional Analysis
Growth and Innovation
Internal Controls
Investor Relations
Management Reporting
Metric Selection and Dashboard Design
Portfolio Planning
Real Estate Functional Management
Real Estate Customer Relationship Management
Robotics
Shared-Service Customers
Shared-Service Fundamentals
Shared-Service Performance Measurement and Improvement
Shared-Service Strategy
Shared-Service Talent
Tax Operations
Workplace Strategy

6. Fuel your decisions with unrivalled finance & technology insight
Delivering your critical priorities depends on making the right decisions in an uncertain business environment.
Our unique capabilities will help you to make choices that will accelerate your success.
Expert, strategic advice
Peer-powered insights
Robust metrics and data
Sometimes, information
alone isn't enough.
The deep expertise of our global team of analysts, researchers and advisors will equip you with the strategic guidance to identify, evaluate and implement your finance and technology initiatives with clarity, speed and confidence.
Don’t leave your
success to chance.
Rely on proven solutions based on the successful approaches of hundreds of Finance organizations. Our best practice research, tools and frameworks will help you to save time and reduce uncertainty in the execution of your critical initiatives.
The right choices are those
which are best-informed.
Prioritize resources and solve problems effectively by framing your decisions upon robust data and analytics, in addition to a range of unique performance benchmarks and functional diagnostics.

7. Fuel your decisions with unrivalled finance & technology insight
Delivering your critical priorities depends on making the right decisions in an uncertain business environment.
Our unique capabilities will help you to make choices that will accelerate your success.
Expert, strategic Advice
Peer-powered insights
Robust metrics and data
“Our primary objective was to save $30M. We received around $100k of value from the research and calls with subject matter experts. Quite frankly, we would have been flying blind without Gartner.”
Government Agency
“Gartner has been a huge asset by getting access to resources, getting me access to people who have gone through many of the same experiences, and so we're learning from them and sharing best practice.”
Consumer Products Firm
“Your benchmarking capabilities made a big difference. We drive business performance in a way that we haven’t historically, and that has translated to more profit. The outcome has been very powerful.”
Global Food Retailing Firm

8. An investment that pays dividends
Our cost-saving insights and range of benchmarks, diagnostics help our clients to generate significant efficiencies across their functions and wider organization.
“Gartner helped me save $100K from just one analyst call. I validate decisions I need to make, and the service saves me and my team time and money on the projects we are tasked with each year.”
Finance cost-savings database
Zero-based budgeting guide
Identify high-potential areas for cost-savings across the organization using this toolkit of over 1000 peer-based examples across ten functions
Eliminate unnecessary or redundant activities, align your investments with company strategy, and create a culture of transparency and accountability.
Contract review service
Market guides
Enlist support from an analyst to find savings, build negotiation strategies and avoid fees or clauses that can lead to charges or risks
Review the features that differentiate a vendor’s product or service, and their level of effectiveness for every feature, to drive better investment decisions
Gartner client Defense Firm

9. Shared-service fundamentals
Project support overview

10. We’ll help you to tackle your critical challenges
Sample projects
Illustrative questions finance leaders seek to answer
Learn why a shared-service model is best
How are shared services different than centralized services?
What are the benefits of a shared-service organization?
Discover shared-service fundamentals
How do I develop a shared-service strategy and vision?
What are the main drivers for implementing a shared-service model?
Define the scope and migration strategy
How do I choose which processes to centralize into shared services?
How and when should I migrate those processes into shared services?
Balance standardization with customer needs
How do I drive automation, centralization and standardization to reduce costs?
How do I balance the needs of the shared-service organization and customers?
Determine a shared-service location
What factors beyond physical location should be considered?
How can I ensure that my location choice will meet the evolving needs of my company?

11. Tailored expertise and resources deliver impact in the areas crucial to your success
Benchmark your approach to shared services
Upgrade your approach to shared services
Stay ahead of the latest trends
How do I effectively set up my shared-service organization?
How do I choose which processes to centralize?
What should I consider as I progress my shared-service organization?
Examine the most common models, structures and governance by reviewing Shared-Service Organizational Models
See how other shared-service organizations organize by utilizing the Organizational Chart Library
Keep on top of how your peers find process efficiencies by benchmarking via our Process Surveys
Learn which processes make sense for shared services and how to Identify and Expand Shared-Service Scope
Find proven solutions for customer equilibrium by Balancing Standardization with Customers’ Needs
Utilize the Shared-Service Ignition Diagnostic to objectively assess the maturity of the shared- service organization and execute a plan for improvement
Understand how to expand and evolve your service delivery model by using the Scope and Geographic Support Assessment
Learn how to Build the Next-Generation Talent for Shared Services
Understand Outsourcing Trends

12. Your first 90 days as a client (Illustrative)
Month 1
Month 2
Month 3
Uncover best practices by reading Understanding Why Shared Services Is a Best-Practice Organizational Model
Read Conducting Shared-Service Location Analysis to learn what to consider when analyzing and selecting a city and country location for your shared-service center
Leverage our Shared-Service Organizational Models and Organizational Chart Library to understand common organization, reporting and governance structures for shared-service organizations
Learn which processes are suited to shared services and how to identify opportunities for expanding scope with Identifying and Expanding Shared-Service Scope
Identify the benefits and challenges of various service delivery models to identify the delivery model best suited for your organization with Optimizing Centralized Service Delivery
Master the strategies for migrating work to shared services with Managing the Migration of Work Into Shared Services
Understand whether to outsource internally or leverage a third-party outsourcing provider with Evaluating the Decision to Outsource
Kick off this initiative with your service associate; discuss your challenges and align key resources
Review progress with your service associate and create a forward engagement plan
Review progress to ensure continued delivery of the right resources at the right time.
Discussion: How do we achieve substantial cost savings and significant benefits from a well-thought-out location selection decision?
Use the Ignition Guide to Conducting a Location Analysis
Discussion: How can we effectively identify the scope of services and set up the appropriate service delivery model?
Discussion: How can we effectively migrate work into our shared-service organization?
Use the Ignition Guide to Creating a Change Management Plan
Written Research
Service Associate Support
Analyst & Advisor Inquiries

13. Deliver your critical Finance priorities
We’re ready to help you excel against your critical finance challenges.
Get in touch to discuss how we can fast-track your success.