Sourcing Courses Descriptions
±MAKE OR BUY - IN OR OUT?
Making the right choice
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During this facilitated workshop, senior transformation executives will help organizations explore the myriad of delivery transformation options. Insourcing and outsourcing are no longer the only two alternatives: captives/ shared services, build-operate-transfer, full outsourcing and partial outsourcing can be selectively combined, based on a range of factors including performance targets, capital availability, and resource capability, to achieve objectives.
At the end of this Insight workshop, senior executives will understand the range of available options, and how to identify specific benefits and implementation issues for their own organization.
Workshop topics will include:
- defining the options
- developing reasonable assumptions about the potential for successful implementation
- understanding pre-conditions and barriers for implementation
- identifying required resources - people, expertise and budget
- developing the right evaluation criteria
Who should attend?
The senior management team - and executives, program sponsors and business line leaders - who wish to effectively position the corporation for a major change in business model.
This course is an ‘insight session'. Insights sessions interpret the key trends and issues for the executive team. Delivered on-site in a workshop format on request, these half-day to full-day sessions support corporate decision-making at various stages of business process transformation.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±ASSESSING & EVALUATING
Shared services or BPO - which solution is right for your organization?
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This practical, hands-on training program delivers a truly objective, neutral and comprehensive overview of the role shared services and/or outsourcing can play in back-office transformation. It also provides tools and techniques for completing an in-depth analysis of which transformation option is right for an organization, and equips managers to identify inputs into a facts-based business case for senior management.
At the end of the program, participants will be able to complete the initial assessment for business process transformation.
They will be able to:
- outline the strategic context for back-office transformation
- identify and specify the need for change
- assess the ‘as-is' situation
- understand the external marketplace
- envision the ‘to-be' service delivery model
- understand the transition process
- shape the commercial model
Who should attend?
Opportunity owners and program managers who have been assigned responsibility for business process improvement programs in the formative stage. Lead transformation executives.
This course is a 'Skills Development' session. Skills Development sessions focus on the tactical and experiential - "rules and tools" - that can be easily adapted and quickly deployed by corporate managers throughout the transformation process.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±ON, NEAR OR OFFSHORE
Issues and opportunities when setting up a shared services operation
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This Insight session will help corporate decision makers make the right decision as to where to locate a shared services operation, and separate the marketing hype surrounding offshore service provision from reality. Often the location decision is based on herd instinct, yet not every location can support the infrastructure, human capital and other requirements of all business processes.
Setting up operations abroad requires the identification of a host of issues and the formulation of critical assumptions.
At the end of the session, participants will be able to:
- identify the key criteria and critical decision making processes for investing in specific geographies
- gauge the specific competitive advantages of working offshore
- understand the dynamics and unique capabilities and risks in various locations - both established and emerging
- know where to get reliable data
- develop next steps
Who should attend?
Senior executives and program managers charged with investigating the location decisions for shared services operations.
This course is an ‘insight session'. Insights sessions interpret the key trends and issues for the executive team. Delivered on-site in a workshop format on request, these half-day to full-day sessions support corporate decision-making at various stages of business process transformation.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±MARKET ANALYSIS
Locating global services
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Since labor arbitrage is the prevailing benefit of today's business transformation, selecting the best near or offshore option is critical to business case achievement.
This program will help participants understand the dynamics of location as part of the due diligence process, and the cost components of locating offshore. At the end of the course, participants will be able to complete a market analysis.
Participants will gain a solid understanding of:
- geo-political issues
- local process maturity
- relevant criteria
- cost drivers
- constraints on inbound corporate investment
- employment conditions
- corporate responsibility requirements
- provider capabilities
- availability of economic development incentives
- investment structures
- risk factors
Who should attend?
Transformation team members who are responsible for location due diligence.
This course is a 'Skills Development' session. Skills Development sessions focus on the tactical and experiential - "rules and tools" - that can be easily adapted and quickly deployed by corporate managers throughout the transformation process.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±HOW DO HR OUTSOURCING PROVIDERS MAKE MONEY?
An insight for people buying HR outsourcing
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Entering into an effective outsourcing agreement bears no resemblance to buying pencils. Yet many organizations do not approach outsourcing arrangements as the sophisticated services agreements that they are. One of the best ways to ensure a successful outsourcing arrangement is to understand the economics and operations of the provider partner.
This Insight explains how the providers balance the books from a executives perspective.
Topics to be covered include:
- Why providers need to make money
- Deal shapes and models for making margin
- How they keep costs down to make a margin
- Delivery assets (technology, processes, controls, people, facilities)
- Transformation assets
- The role of low cost labour
- Procurement expertise
- Handling variable demand and supply
- How providers invest in assets
- The importance of change control
- What's a fair amount of money to be making?
Who should attend?
HR and Finance Directors considering HR transformation activity, their programme leaders and finance leaders. Procurement professionals, people with established outsourcing relationships.
This course is an ‘insight session'. Insights sessions interpret the key trends and issues for the executive team. Delivered on-site in a workshop format on request, these half-day to full-day sessions support corporate decision-making at various stages of business process transformation.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±GOING TO MARKET
Matching provider business models with delivery options
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The wide range of offerings from service providers can be difficult to decipher. Each provider incorporates its own point of view and strengths into the services it brings to the market.
This Insight session will help corporate management to link business requirements with provider value propositions at a fundamental level.
Topics to be covered include:
- ‘Lift and Drop' or ‘Shift and Fix': is new technology an imperative for BPO?
- Globalization: can one provider do it all globally?
- Due diligence: what questions should be asked when contemplating an outsourcing relationship?
- Culture: how important is cultural compatibility in a relationship?
- Flexibility: is leveraging across multiple clients feasible, or is it a sales pitch?
- Innovation: can providers truly innovate? What are the preconditions for innovative relationships?
Who should attend?
Transformation program leaders, business line sponsors and sourcing executives.
This course is an ‘insight session'. Insights sessions interpret the key trends and issues for the executive team. Delivered on-site in a workshop format on request, these half-day to full-day sessions support corporate decision-making at various stages of business process transformation.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±CONTRACTING FOR SERVICE DELIVERY
Developing effective contracts
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Whether outsourcing or developing an internal shared services center, contracts are often the sole documents that declare intent and set forth operating targets and ways of working. Strong relationships with service providers are underpinned by solid contract mechanisms or internal agreement.
Topics to be covered during this session include:
- scope definition
- standard terms and clauses
- key clause inclusion
- allocating risk
- protecting data
- security issues
- dealing with pricing issues
- protecting intellectual property
- enforceability
Who should attend?
Corporate counsel and program management leaders..
This program is an introductory guide to effective contract development and does not substitute for legal advice.
This course is a 'Skills Development' session. Skills Development sessions focus on the tactical and experiential - "rules and tools" - that can be easily adapted and quickly deployed by corporate managers throughout the transformation process.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±FROM PROCUREMENT TO SOURCING
Evolving to effective services sourcing
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Buying pencils and securing outsourcing services require very different knowledge and skills. Yet procurement teams often do not employ staff experienced in services sourcing.
This program was created for professionals who are, or will be, buying or contracting for global services and is designed to equip them with new capabilities, including:
- managing sourcing process from analysis to contract administration
- working with the business process owner to develop a scope of work
- coordinating with consultants
- administering a contract
- developing effective service level agreements
- getting the best from advisory firms
Who should attend?
Procurement directors, category managers and transformation program managers.
This course is a 'Skills Development' session. Skills Development sessions focus on the tactical and experiential - "rules and tools" - that can be easily adapted and quickly deployed by corporate managers throughout the transformation process.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±CHANGE REQUESTS
Delivering services as business conditions change
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The best provider or internal due diligence effort cannot predict all business scenarios. Scope descriptions and service levels are not static, yet most services pricing constructs cannot cover all changes that affect delivery. Developing definitions that address a range of delivery scenarios as companies are added and sold, as geographies shift and as new conditions appear is critical to managing cost and service.
This program will equip managers with insights, tools and techniques to develop an effective change request program from design through management.
Topics to be covered include:
- defining what is “business as usual” and what is a change request as covered in the contract
- administering a mutually-agreeable classification system for change requests
- ensuring that the change request process is used to compensate for legitimate changes in services levels and scope as opposed to additional fee for poor due diligence
- justifying pricing estimates
- managing the evidence and disputation process
- documenting changes in process flows, policy and service levels
- ensuring that “knock on” effects of changes are managed
- effectively staffing the change request process
Who should attend?
Transformation program management staff.
This course is an ‘insight session'. Insights sessions interpret the key trends and issues for the executive team. Delivered on-site in a workshop format on request, these half-day to full-day sessions support corporate decision-making at various stages of business process transformation.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org
±RESTRUCTURING THE CONTRACT
Realigning existing deals
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Few outsourcing contract options are replicated in their entirety as originally agreed. As business conditions change, the terms under which delivery relationships were structured are no longer valid.
This program takes participants through the restructuring of a contract, helping them to recast contractual provisions in light of provider performance and changing business conditions.
Topics to be covered include:
- identifying the options
- assembling the right team
- use/misuse of benchmarking
- de-scoping services
- preparing the execution plan
- managing provider resistance
- ‘gives and takes' - trade-offs in service levels and fees
- employing effective negotiation strategies
Who should attend?
Corporate counsel and program leadership, Outsourcing relationship directors and their teams.
This course is an ‘insight session'. Insights sessions interpret the key trends and issues for the executive team. Delivered on-site in a workshop format on request, these half-day to full-day sessions support corporate decision-making at various stages of business process transformation.
Enquire about this course by contacting Anja Siegemund +32 2 7779672 or write an email to anja.siegemund@sharedxpertise.org