安达信咨询方法与工具资料库WOR

Shared Services

Methodology Deliverables

1. Opportunity Assessment Phase - Decisionable Business Case for moving forward with

Shared Services

2. Design Shared Service Center Phase - Shared Service design including, staffing, location,

systems, and migration or implementation plan

3. Implement Shared Service Center Phase - Implemented Shared Services Center including

trained staff, Performance Measurements and some type of Service Level Agreements Phase Name: Manage the Process and Enable Change

Phase Deliverables

1. See the Consulting Process Framework

Step Name: Manage the Process

Step Deliverables

1. See the Consulting Process Framework

Tasks:

Below are the key tasks for the Manage the Process Step:

1. Planning, Proposal, and Arrangement

a. Identify Need and Decide on Approach

b. Develop Workplan and Estimate

c. Define Team Structure and Skill Requirements

d. Develop Cost/Benefit Estimate

e. Prepare Proposal

f. Agree on Arrangement

2. Work Management

a. Revise Workplan

b. Set-up Project Administration

c. Collect AA Knowledge Capital

d. Deliver Services

e. Monitor and Adjust Workplan

f. Monitor Risk and Scope

3. People

a. Staff Project

b. Define Roles, Responsibilities, and Expectations

c. Delegate and Coach

d. Evaluate Performance

4. Engagement Management – Financial Management

a. Prepare Detailed Budget

b. Track Actuals and Budgets

c. Bill and Collect

5. Client Relations

a. Understand Client Expectations

b. Define Performance Measures

c. Develop Communication Plan

d. Deliver Services

e. Communicate Issues, Scope, and Status

f. Enable Change

g. Measure Ongoing Client Satisfaction

6. Project Evaluation and Wrap-up

a. Wrap up Administration

b. Measure Client Satisfaction

c. Learn & Share Engagement Experiences

d. Evaluate Project Performance & Results

Step Name: Enable Change

Step Deliverables

1. See the Consulting Process Framework

Phase Name: Opportunity Assessment

Phase Deliverables

1.Vision Document / Report

2.Business Case - Cost/Benefit Analysis

Step Name: Project Organization

Step Deliverables

1. Work plan

2. Communications plan

Tasks:

1. Finalize project objectives, goals, and approach

2. Finalize detailed work plans and calendar

3. Establish project staffing and steering committee

a. set goals

b. establish “loan” agreements for client personnel

c. assess and understand people, skills, roles, and accountability

4. Identify integration points with other company initiatives

5. Develop and roll out communication plan

6. Finalize tools for project management

7. Conduct project team training and orientation

a. team chartering

b. responsibilities

c. skill building

d. team development

8. Discuss technology strategies with appropriate information

services personnel

9. Finalize data collection package for benchmarking processes and

technology and draft interview questionnaires

10. Schedule meetings/interviews/focus groups

Step Name: Vision Development

Step Deliverables:

1. Visioning Session Report

a. Problem opportunity statement

b. Vision, Mission, and Strategic Objectives

c. Opportunity Matrix

Tasks: