Questionnaire for Account Execs Final Sprintdoc.docx

1、Questionnaire for Account Execs Final SprintdocFinance & Accounting Outsourcing QuestionnairePlease complete and return by 6/2 to: or by fax: +1-917-934-8019Account name:Sprint_ CGE&Y Account Executive: _Bill Hirsch_Account executive email address: _William.Hirsch_Account executive phone number:_913

2、-319-8100_Questionnaire Prepared by: _Hirsch_ Phone number:_Email address: _Please note that all information gathered will be held in strict confidence. At this point, we do not plan on sharing account specific information. Only with written permission will any account specific information be shared

3、 among appropriate parties. CGE&Y and American Express are making an investment to assess the joint possibilities of a Finance and Accounting (F&A) market facing opportunity. Our team is inclusive of Americas Operate and while we will gain insights from our existing outsourcing relationships we woul

4、d like to broaden our research scope and gain further perspectives from you and your knowledge of our global accounts. Our research will be divided into two major areas:1. Current accounts where we know that any type of outsourcing has occurred2. Current accounts where our client may have a willingn

5、ess to outsource a part of all of its finance and accounting activities to a world class leaderWhile our initial goal is to have our CGE&Y team speak with you about one or both of the topics above, one of our end goals is to also potentially interview your client for this research effort. As the int

6、erview process follows, we will make that determination with your account team. A. Background Information 1. What is the title of our most senior contact/sponsor within this account, with whom you frequently interact?_xx_ CEO _ CFO _ CIO _ COO _ Other (please specify): _2. Does the client utilize sh

7、ared service organization(s)? _xx_ Yes _ No If yes, for which functions/processes? _xx_ Accounts payable _xx_ T&E _xx_ Payroll_xx_ Accounts receivable _xx_ General accounting _ Benefits_xx_ Fixed assets _xx_ Financial reporting _xx_ Internal audit_ Planning and budgeting _ Credit and collections _ O

8、ther Where are these centers located: _3. Which ERP system(s) does this client use in its shared service organizations?_ Oracle _ SAP _xx_ Peoplesoft _ JD Edwards_ Other (please specify): _ Please list which modules (e.g., finance, HR, supply chain, etc.): _ _ Does not have an ERP system Best of bre

9、ed: (Please list applications): _ _B. General Outsourcing Information They have not yet outsourced any BPO functions4. Please provide the following general information as it relates to the clients current outsourcing arrangements:Outsourced Function (e.g., Call Center, Finance, Supply Chain, Busines

10、s application, Data center, Distributed Computing, Desktop Services, Network (Voice/ Data), Help Desk Services, Web Hosting, other) Correlation to CGE&Y Service (e.g., Business Process Outsourcing, Application Development, Application Management, Infrastructure Management, other) Clients business pa

11、rtner(s) List multiple, if appropriate 5. What were the specific drivers that led this client to the decision to outsource? Please indicate importance on a scale of 1 to 5 (1 = not important and 5 = very important): _ cost _ service _quality _ lack of expertise_ business pressures _ regulatory press

12、ures _ investment pressures_ other (please specify): _6. What were the specific risks that the client addressed in making their outsourcing decision? Please indicate importance on a scale of 1 to 5 (1 = not important and 5 = very important):_ financial _ operational _ control_ audit _ relationship _

13、 skills_ other (please specify): _7. If known, what were the criteria used to select one or more of the business partners that the client decided to outsource to? Please indicate importance on a scale of 1 to 5 (1 = not important and 5 = very important):_ Reputation _ Price/Deal Structure _ Existing

14、 Relationship_ Service Quality _ Technology Capabilities _ Process Capabilities_ Other (please specify): _8. If known, how do the client and outsourcing parties define and measure success of the outsourcing relationship? Please indicate importance on a scale of 1 to 5 (1 = not important and 5 = very

15、 important):_ cost reduction _ cost variabilization _ improved efficiency_ cycle time reduction _ error reduction _ increased standardization _ other (please specify): _9. If known, please provide insights to the clients “lessons learned” associated in developing and gaining agreement on an outsourc

16、ing contract? 10. If applicable, please provide insights to the clients “lessons learned” associated in the day to day delivery of the outsourcing contract? (i.e. operational lessons learned)C. Willingness to outsource F&A business processes11. Please provide the following information as it relates

17、to the clients F&A processes:None outsourcedF&A ProcessOutsourced?Yes / NoF&A ProcessOutsourced?Yes / NoAccounts PayableFixed AssetsAccounts ReceivableReconciliationsGL AccountingPayrollT&E12. Please provide the following information as it relates to the clients current F&A processes:F&A ProcessIs t

18、he Current Process a predominantly Manual/Paper Based process? Y/NApprox. % manual/paper-basedCurrent Technology used (if any)Accounts PayablenACS (Yes/No):Other: Accounts ReceivablenCIT (Yes/No): Other: GL AccountingnOracle (Yes/No):nSAP Yes/No):nOther: T&EnConcur (Yes/No):Extensity (Yes/No):Other:

19、Fixed AssetsnOther:ReconciliationsnCheckFree (Yes/No):Other:PayrollnPeopleSoft (Yes/No):nOther: 13. If your client does not currently outsource any of the F&A processes mentioned in question 12, please indicate the main reasons. (Please check all that apply):_ not convinced of the people, process or

20、 technology savings_ not convinced of the improved service levels_ concerned about visibility to controls and financial information_ worried about loss of control_ prior unfavorable experience with outsourcing_ too much time required to negotiate outsourcing deal_ prefer to maintain current finance

21、headcount_n_ Other (please specify): _under consideration_14. How would you rate the willingness of this clients industry to enter into F&A outsourcing deals?_ low _xx_ medium _ high Please indicate which factors are driving this willingness (if possible): _cost control_15. How would you rate the wi

22、llingness of this client to enter into F&A outsourcing deals?_ low xx_ medium _ high Please also indicate why (if possible): _16. If the answer to the question above is medium or high, who or what body would be the decision maker in outsourcing finance and accounting? (Please also provide names; inf

23、ormation will be held confidential):Ultimately the CFO, Bob Dellinger17. What savings would you expect your client to see by using outsourcing for the following areas? (Please select an answer for each area): No idea at this point we need to tell them what to expect1 = no savings or higher cost 2 =

24、1-10% 3 = 11-20%4 = 21-30% 5 = 31-40% 6 = over 40%_ T&E _ Accounts receivable _ GL accounting_ Accounts payable _ Payroll _ Financial reporting_ Fixed assets _ Benefits _ Internal audit_ Planning & budgeting _ Credit & collections 18. Which of the following F&A processes would this client look to ou

25、tsource? Please indicate on a scale of 1 to 5 (1 = not likely and 5 = very likely):_4_ T&E _3_ Accounts receivable _2_ GL accounting_4_ Accounts payable _4_ Payroll _1_ Financial reporting_1_ Fixed assets _3_ Benefits _2_ Internal audit_1_ Planning & budgeting _4_ Credit & collections _ Other (pleas

26、e specify): _19. What is the location of the operations, which would be part of the outsourcing deal for the aforementioned processes._ globally _ specific countries (please specify): _Sp;rint operates primarily in the US_ _20. What characteristics would you like to see in an outsourced process? Ple

27、ase rate each of the factors on a scale of 1 to 5 (1 = not really necessary and 5 = must have):F&A ProcessElectronic/web-enabledHigh Six Sigma LevelElectronic workflow routingOther?Accounts PayableAccounts ReceivableGL AccountingT&EFixed AssetsReconciliationsPayroll21. For this client, what are the drivers that would lead to the client outsourcing its F&A processes. Please indicate importance on a scale of 1 to 5 (1 = not important and 5 = very important):_5_ cost _4_ service _