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Deloitte's 2011 Global Shared Services Survey Results

Deloitte's 2011 Global Shared Services Survey Results
Deloitte's 2011 Global Shared Services Survey Results

Deloitte's 2011 Global Shared Services Survey Results

Shared services leaders are realizing that while cost reduction is a tried and true benefit of shared services, other benefits are just as much or more valuable, such as controls, data visibility, and creating a platform for growth. Organizations are also realizing that to fully leverage the value of a shared services initiative, the power of the organization‘s culture cannot be underestimated or ignored. A focus on change management elements, such as communication, training, and executive alignment are critical.

These overarching themes are clearly reflected in the results of Deloitte‘s 2011 Global Shared Services Survey. With more than 270 responses representing over 700 shared services centers from around the world, Deloitte's 2011 Global Shared Services Survey marks the sixth in a continuing series of research studies about shared services organizations (SSOs).

Other notable findings of the 2011 survey include:

Geography: Shared services is increasing its reach into the ―middle market,‖ driven by the same needs as those of larger companies and is now viewed as a demonstrated platform for improving delivery and reducing costs

Organization: As more organizations pursue global centers, an increasing number of governance elements must be put in place — particularly around regional and global process owners — to drive and maintain standardization

Scope: As the more established transactional services in Finance, HR, IT, and Procurement have matured and built credibility, shared services centers continue to expand into new functions, such as Real Estate, Sales & Marketing, and Legal

Operations: For companies which make shared services an ―opt in‖ strategy, cost reduction is table stakes, and quality of services is the most important selling point for long term satisfaction

Insights from Deloitte’s 2011 Global Shared Services Survey

Thirty-odd years ago, shared services was an unproven, radical new idea.

Today, it‘s a mainstream business strategy that has repe atedly demonstrated its value – if a company gets it ―right.‖ The question before many leaders today is not if they want to pursue shared services, but how.

Shared services: From “if” to “how”

That‘s the focus of Deloitte‘s new article, ―Shared services: F rom ‘if’to ?how’: Insights from Deloitte‘s 2011 global shared services survey.‖ Based on the results of Deloitte‘s 2011 global shared services survey, which gathered the views of 270 shared services executives worldwide, the article discusses several key themes that emerged among respondents:

Managing culture and change is even harder than most people think

Managing change among both customers and shared services personnel while keeping the magnitude and speed of change to an appropriate level is crucial to the success of a shared services organization (SSO).

The sequence of change can affect the effectiveness of change

Leaders should look for opportunities to sequence the necessary people, process, and technology changes so that they reinforce each other in pursuing the desired outcomes.

Governance mechanisms should complement organizational structure

An SSO‘s organizational structure and governance mechanisms should be designed to work hand in hand right from the outset.

Global deployment models are on the rise

Mapping out each SSC‘s long-term labor needs, conducting detailed due diligence on location, and being open to revising the operating model based on new information are important in effective site selection.

Tax adds more value early

Involving the tax team from the very beginning while setting up a shared services organization can improve a company‘s ability to plan and execute related tax initiatives.

Shared services offers multiple internal control improvement opportunities

Companies can leverage shared services to improve the internal control environment by examining controls during process redesign; using the consolidated, enterprise-wide data housed in shared services to conduct risk analytics; and building risk awareness into shared services staff responsibilities.

Managing shared services talent is an art unto itself

An effective shared services talent strategy should take a comprehensive view of the talent requirements needed to support the delivery of the SSO‘s services.

Download the full article, below, to learn more.

As used in this document, ―Deloitte‖ means Deloitte LLP and its subsidiaries. Please see https://www.wendangku.net/doc/9c17322805.html,/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Last updated Mon, 28 Nov 2011 7:50 PM

More Companies Adding Shared Services Centers to Deliver Bottom Line Value

Shared services helping companies identify growth opportunities, improve organizational processes

NEW YORK, April 20, 2011— More organizations are delivering incremental value to their bottom line through strategic and effective implementation of shared services initiatives, according to the results of Deloitte’s sixth biennial Global Sh ared Services Survey.

The global survey of 270 executives shows an 11 percent increase in the number of Shared Services Centers (SCCs) per company since 2009, with companies reporting benefits that go beyond cost

reduction, such as improved controls and processes, increased data visibility and new opportunities for growth.

―Most organizations are being very thoughtful about how to sequence their shared services

implementation and/or expansion, carefully weighing the pros and cons of how to time the changes,‖ said Susan Hogan, principal, Deloitte Consulting LLP and service delivery transformation practice leader. ―To fully leverage the value of shared services initiatives, companies need to align their approach with the broader b usiness strategy, and the power of the organization‘s culture cannot be underestimated or ignored. Heavy focus on change management elements such as communication, training, and executive alignment are critical."

Additional key findings revealed in Deloitte’s 2011 Global Shared Services Survey include:

?The U.S. has the most well-established shared services market with more than 44 percent of the centers which are over 10 years old, according to survey respondents. However, four out of five centers less than three years old are being set up outside of the U.S.

?Labor factors continue to drive location selection for SSCs — quality, availability, and language skills — while cost stays top of mind and sustainability considerations become a factor.

?Middle market companies are implementing shared services more frequently, driven by the same needs as those of larger companies, and now viewed as a demonstrated platform for improving delivery and reducing costs.

?Cost reduction is considered table stakes and quality of services is the most important selling point for long term satisfaction by companies that ―opt-i n‖ to share services.

?SSCs are expanding into new functions such as real estate, sales & marketing and legal following the success and credibility demonstrated among established transactional services such as finance, HT, IT and procurement.

About the Survey

Since 1999, Deloitte has conducted biennial research to provide insight to organizations regardless of where they are in their Shared Services journey. The survey identifies emerging trends in Shared

Services by comparing and contrasting responses from past Deloitte Global Shared Services surveys completed in 1999, 2003, 2005, 2007and 2009 and shares concepts and insights from multiple

geographies, industries, and revenue bases. The goal of the survey is to provide the latest thinking to

help organizations that are beginning their Shared Services journey learn from others and infuse fresh ideas into more mature Shared Services operations. This year‘s survey includes input from 270 participants from around the globe and provides data for 718 Shared Services Centers globally. Survey participants represented companies from all sectors with annual revenues ranging from less than $1B to more than $15B. For more detail, please read the Executive Summary:

https://www.wendangku.net/doc/9c17322805.html,/us/2011globalsharedservicessurvey.

For additional Deloitte perspective on shared services, please visit us at

https://www.wendangku.net/doc/9c17322805.html,/us/servicedeliverytransformation.

Shared services

Shared services for optimal results

Nowadays more and more companies are adopting shared services as a leading practice. Shared services continues to grow as a practice used by world-class companies to reduce costs, streamline processes and improve controls. Yet issues such as Sarbanes-Oxley legislation, heightened merger and acquisition activity and global integration have forced most organizations to re-evaluate their approach to shared services.

Deloitte approach

Shared services, a model that consolidates support operations into a service-oriented organizational unit, can substantially improve back-office efficiencies by eliminating duplication and streamlining processes. Deloitte experts from all over the world have joined forces in a practice solely for shared services.

Deloitte Shared Services Group

Our Shared Services Group, which is made up of more than 500 experienced practitioners worldwide, takes a holistic approach to meeting clients‘ shared services needs. We leverage our multifunctional capabilities to address the full range of issues in clients‘ current or planned shared services o rganization: strategy and/or process; controls; people; location; tax; systems. In particular, the involvement of tax and internal control specialists enhances client value by identifying tax efficiencies and addressing internal controls and governance issues.

Implementing shared services is not a one-time effort

Shared services is about achieving a maximum of efficiency, control and value from back-office operations through optimising and/or consolidating redundant processes, systems and organisations in a service-oriented business unit.

We lead clients through the journey of reconstructing the support operations into a customer-focused organisational unit helping them consider and address the complex interdependent requirements for success.

Our approach typically assists clients with feasibility assessment, design, building and testing, implementation and roll-out, and/or optimisation of their current or planned shared services organisation. For each threat (processes, systems, locations, and organisations), we help our client address the significant issues around strategy, sourcing, operations, technology, people, tax, control, facility and governance.

Your benefits:

Minimised time, cost, and distribution of the transition to shared services due to our experience

Improved cost visibility and metrics of back-office operations due to consolidation

Improved quality of back-office operations due to focus on continuous improvement and

Improved cash-flow from tax-efficient structure and strategies

Shared Services

Getting it together

The shift toward shared services as a means to cut costs and improve quality is well underway. In theory, a shared service organization (SSO) can improve efficiency and control, give business units deeper support, and let more people focus on what they do best. In practice, it takes serious planning, coordination and hard work to realize those benefits.

Deloitte‘s c omprehensive approach to SSO implementation is designed to help organizations extract as much value as possible from shared services initiatives. Whether your company is planning its first shared services structure or working to improve a long-standing operating model, our teams can provide a full range of support tailored to your desired results. Learn more about the offering.

Case Studies

Fast, Furious – and Focused

Unilever sells two major shared services centers in the blink of an eye and refocuses on its core business.

Hot Property

Establishing world-class real estate and facilities management operations at a leading global insurer.

Saving the Pennies That Save Lives

Helping a non-profit organization and its chapters embrace efficiency to do more good.

Featured Insights

Shared services: From ―if‖ to ―how‖: Insights from Deloitte‘s 2011 global shared services survey

Key themes on ―how‖ to establish and improve a shared services organization (SSO), based on the results of Deloitte‘s 2011 global shared services survey results.

Shared Services: Should You Stay or Should You Go?

Explore the Debate.

Getting the Retained Organization Right

The other half of the shared services battle.

Making Shared Advisory Capabilities Work

Sharing internal expertise.

Reports of the Death of Shared Services Offshoring have been Greatly Exaggerated

Learn more.

Shared Services and Financial Systems

Creating value through financial systems–enabled shared services

Meet Our People

Jessica Golden, Principal, Deloitte Consulting LLP

Related Offerings

Capital & Real Estate Transformation

Contact Center Strategy and Processes

Global Expansion Optimization

Outsourcing Advisory Services

Sustainability & Energy

Learn More About the Offering

Apples and oranges. And maybe fruit salad.

When a company implements an SSO, it brings together a wildly diverse collection of systems, processes and functions that were designed for more narrow purposes. They may not mesh naturally into a larger whole. And as old systems are being disrupted or even dismantled, their users may not be quick

to appreciate the big-picture benefits. What began as a streamlining effort can blossom into a complex of procedural and interpersonal challenges.

Making it all work requires effective change management, a culture of cooperation and a fine degree of operational control – driven by a clear vision of the desired improvements. Top-down sponsorship and organization-wide buy-in are equally critical.

How We Can Help

Deloitte‘s comprehensive approach to SSO implementation is designed to help organizations extract as much value as possible from shared services initiatives. Whether your company is planning its first shared services structure or working to improve a long-standing operating model, our teams can provide a full range of support tailored to your desired results. We can help your company as it:

Develops and evaluates an initial shared services strategy or is considering expanding its

Evaluates sites and facilities worldwide in support of efforts to select an SSO location

Designs and implements the SSO‘s information technology (IT) infrastructure and networks

Addresses people and change management issues, including workforce transition, training and

Explores the possible benefits of outsourcing certain processes or services

Establishes effective governance procedures and Service Level Agreements for ongoing shared

Integrates the SSO into its broader Service Delivery Model Organization

Over the past five years, Deloitte has provided services in support of more than 550 SSO projects covering all phases of the shared services journey, from the initial strategy through implementation and optimization. Our network of nearly 3,000 shared services practitioners worldwide gives us the reach to support shared services needs around the globe.

Bottom-line Benefits

An effective SSO can help:

Reduce headcount (typically 15 to 25 percent) through a combination of process improvement

Lower labor cost due to relocation of operations

Improve cash flows through tax-efficient structures and strategies

Improve cost visibility and metrics of back-office operations

Improve internal control efficiency and effectiveness

Eliminate redundancy and work fragmentation

Create a platform for cost efficient growth

Seven Ways to Get More Value Now

At Deloitte, we‘ve helped some of the world‘s leading companies in their efforts to deploy shared services. Here are some key lessons that we‘ve learned along the way.

Start at the top.Be sure you have clear and visible support from your company‘s top executives. Without that strong direction, business units won‘t work together, and some individuals will sit on the sidelines waiting for it to all go away.

Choose a strong leader. Deploying shared services is not for the faint of heart. In addition to significant operational challenges, you can expect a lot of resistance. It takes a strong leader to keep a shared services project on track. Choose someone who‘s willing to push.

Share the responsibility. A shared services initiative is a team effort that requires full participation from the business units, the implementation team and the new shared services function. Hold these groups accountable to foster cooperation.

Over-communicate and over-train. Resistance to change is the single biggest obstacle for any shared services initiative. Help people overcome fear by keeping them informed. Provide top-notch training.

Make the case. Create a rigorous business case for shared services— and keep it up to date. A strong business case establishes the project‘s benefits and helps the team manage risk. It also provides a baseline for measuring progress and success.

Focus on service quality. A good shared services model is efficient, so cost reduction is rarely a problem. When business units worry, it‘s about service quality and responsiveness. To alleviate these concerns, make service delivery the top priority.

Establish clear roles and responsibilities. The process connections between a shared services center and local operations can cause confusion at first, so it‘s imperative to define roles and responsibilities early.

Shared Services in Action

A large pharmaceutical company?s global finance and accounting shared services project consolidated finance functions from more than 50 markets and business units, which helped to drive global savings of $250 million.

By consolidating shared services operations, including Finance, Human Resources, IT, and supply chain processes, a consumer packaged goods company expects to realize approximately $6 million in cost savings, with more than half of the benefit realized in the first year.

Insights from Deloitte’s 2009 Global Shared Services Survey

Shared services shines in challenging times

Deloitte‘s 2009 Global Shared Services Survey paints a picture of a robust shared services community for which the recession represents a growth opportunity rather than a setback. Representing 702

individual shared services centres, 265 leaders from around the globe responded to the survey in

December 2008 and January 2009.

Several key themes emerged in the respondents‘ descriptions of their continuing pursuit of enhanced strategic value:

?Shared services organisations (SSOs) are extending their contribution to the business by, for example, delivering advisory services traditionally deemed too close to the business to share, and

supporting International Financial Reporting Standards (IFRS)-based reporting.

?Tax, location and governance remain ubiquitous areas of concern that require close attention to align with the larger organisation‘s overarching objectives.

?The shared services model has matured to the point where most organisations have a solid grasp of the basic principles of achieving cost and service quality effectiveness in their SSOs.

With more executives coming to appreciate shared services‘ potential contribution to strategic goals, the task for shared services leaders now is to consolidate past gains and plan future initiatives in a way that not only helps organisations weather the downturn, but sets the stage for creating long-term strategic value. Learn more in the white paper attached below.

For further information download our full publication 'Insights f rom Deloitte‘s 2009 Global Shared

Services Survey'. (PDF)

Deloitte’s 2009 Global Shared Services Survey

Shared service centre use and scope expand as organisations seek cost reductions

The results of Deloitte’s 2009 Global Shared Services Survey Results have been released.

Conducted against a background of world economic downturn, the survey shows that

organisations are cutting costs by increasing their use of shared service centres (SSCs) and also broadening the scope of the processes which are consigned to these centres.

About the survey

The goal of Deloitte‘s Global Shared Services Survey is to provide insight and to identify the applications of the concept of Shared Services and to identify emerging trends by comparing results from past

Deloitte Global Shared Services Surveys completed in 1999, 2003, 2005 and 2007. Covering multiple geographies, industries and revenue bases, the survey allows organisations busy with shared services to learn from others, and encourage innovation.

This year Deloitte‘s Gl obal Shared Services survey attracted 265 participating organisations, more than double the response rate in 2007. All major industry groups were represented, resulting in greater diversity. As in previous surveys, manufacturing was the top industry represented. The largest increases in participation over 2007 were in financial services, transportation and the public sector.

Respondents came from all regions of the world, with a significant increase in the number of Shared Service Centres (SSCs) represented in Mexico, Central America and South America. Participating organisations varied widely in size, with revenue ranging from less than $1 billion to over $100 billion. Participating organisations provided data for 702 SSCs in total. The average number per organisation was 2.6, unchanged from 2007. The size of SSCs varied greatly, from less than 100 people to more than 1,000. Sixty-three percent of respondents have been operating SSCs for more than three years.

Key findings

Geography - Companies are performing the activity and global footprint of their Shared Services operations at an unprecedented pace. The percentage of organisations planning on relocating of a SSC in the near term is over twice that of 2007. Keeping an eye on operating costs and as much as possible driving them down is the top reason that organisations are relocating. Labour factors continue to be the most critical criteria in location selection. As the number and complexity of processes move up the value chain, the skills required to maintain the Shared Services operations at a steady level are altering. It will have an impact on the types of locations that will be most successful in the future.

Organisation - Maintaining high customer satisfaction levels became the number one people challenge in 2008, with 71% of respondents ranking it as ―extremely‖ or ―very‖ important. The most effective mechanisms to connect SSCs to customers are continuous improvement objectives (67%), regular local site visits (63%), joint leadership meetings (62%) and formal issue resolution processes (62%). SSCs are emerging as sources of talent: over 50% of respondents indicated that they move people ―into the business‖ from Shared Services. Due to the economic downturn, organisations are finding it easier to recruit and maintain staff. However, SSC leaders need to focus on the long-term war for talent and prepare for the inevitable pick-up in the job market. Also, shifting tasks to Shared Services means that another way of working and higher-level skills are required at the organisation itself. This is often overlooked and the benefits expected from shared services are not achieved.

Scope– Organisation mainly centralize financial processes in SCC but other departments such as IT, Purchase and HR are increasing in importance. The survey shows a large increase in the number of participants that have offshored some of their Shared Services processes. Finance processes are the most common, followed by IT, HR and procurement. The urgent need for cost reduction is driving

or ganisations to outsource processes that were originally ―off-limits‖. Top outsourced financial processes are payroll (15%), accounts payable (9%) and travel & expense (8%). The largest shift from 2007 is an increase in cash management. The majority of participants are still expanding the scope of their Shared Services Centres, in the field of transactional processes. 21% is thinking about offering more processes

with added value from a SSC. The answer is not univocal. The big question that organisations are asking: multi-functional shared services or not? The advantages depend on many factors including scale, geographic reach, strategic objectives, cost synergies and change imperative – one approach does not fit all.

Added value - The top priorities are the control and reduction of operational costs (72%). Moreover, customer satisfaction as a priority has risen since 2007. During the first 12 months following the launch of a SSC, 53% of the organisations achieved headcount savings of more than 10%. Average headcount reduction during the first year is 12%. Over 90% of participants achieved consistent annual productivity improvements from their SSCs, with more than 70% reporting at least 5% per year. Average annual improvement is 8%. According to 79% of organisations the costs of Sarbanes-Oxley compliance could be reduced via the Shared service centres, mainly via a standardisation of the processes and a reduction of the number of sites where bookkeeping is done. Furthermore, 85% believe their SSCs can drastically reduce the IFRS implementation and the legal financial reporting.

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儿童姓名:出生日期:实际年龄:发展年龄: 教育训练纲要: ------------------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------------------------------------- 受试者合作程度:评估员:评估日期:

儿童姓名:评估日期:评估员:_____________ 家庭养育环境及家长期望: _______________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ PEP心理教育量表—测试项目 测试员发展评分:第一页

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《孤独症儿童发展评估表》 (试行) - 学年 姓名: 性别: 出生日期:年月日 康复机构: 中国残疾人联合会康复部制 河北省自闭症儿童康复救助中心

填写说明 1.《孤独症儿童发展评估表(试行)》应按照使用手册的要求,每学年评估三次,每次评估结束,须填写《孤独症儿童发展评估记录表》。(康复训练时间达一学年以上的孤独症儿童,可将上一学年最后一次评估结果,作为下学年第一次评估结果使用。) 2. 《孤独症儿童康复训练效果评估表》每学年填写两次,第一次在第一学期结束进行评估,第二次在学年结束进行评估。 3. 本评估表由康复机构根据儿童康复训练状况及评估结果据实填写,作为孤独症儿童康复档案留存,以备检查。

目录1.孤独症儿童发展评估表 1.1孤独症儿童感知觉评估表 1.2孤独症儿童粗大动作评估表 1.3孤独症儿童精细动作评估表 1.4孤独症儿童语言与沟通评估表 1.5孤独症儿童认知评估表 1.6孤独症儿童社会交往评估表 1.7孤独症儿童生活自理评估表 1.8孤独症儿童情绪与行为评估表 2.孤独症儿童发展评估记录表 2.1第一次评估 2.1.1孤独症儿童发展情况剖面图 2.1.2孤独症儿童情绪行为表现图 2.1.3孤独症儿童评估结果分析表 2.2第二次评估 2.2.1孤独症儿童发展情况剖面图 2.2.2孤独症儿童情绪行为表现图 2.2.3孤独症儿童评估结果分析表 2.3第三次评估 2.3.1孤独症儿童发展情况剖面图 2.3.2孤独症儿童情绪行为表现图 2.3.3孤独症儿童评估结果分析表

3.孤独症儿童康复训练效果评估表 3.1孤独症儿童感知觉训练效果评估表 3.2孤独症儿童粗大动作训练效果评估表 3.3孤独症儿童精细动作训练效果评估表 3.4孤独症儿童语言与沟通训练效果评估表 3.5孤独症儿童认知训练效果评估表 3.6孤独症儿童社会交往训练效果评估表 3.7孤独症儿童生活自理训练效果评估表 3.8孤独症儿童情绪与行为训练效果评估表 4.孤独症儿童康复训练效果折线图 一、孤独症儿童感知觉评估表

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