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Creating Effective Service Level Agreements for Shared Services

Service Level Agreements (SLAs) are a common tool used during the implementation of Shared Services to set service and performance expectations with operating units.  Over time, the focus and structure of SLAs may change or, in some cases, the use … Continue reading

Posted in Shared Services Leadership

Utilizing Technology to Maximize Efficiencies in Order-to-Cash (O2C)

It is no secret that extensive use of automation is one of the key success factors for any Order-to-Cash operation, regardless of the industry or geographic location.  The challenge for many companies is developing a comprehensive strategy to identify and … Continue reading

Posted in Accounts Receivable

Intercompany Software for Global Recharges and Balancing

For companies with operations around the world, using a structure that includes a large number of legal entities, the process for properly booking transactions for activities that occur between entities can be a daunting task.  Having one Shared Services organization … Continue reading

Posted in General Accounting

Implementing a Cloud-Based Purchase-to-Pay Solution to Streamline Operations

With several innovative cloud-based software solutions designed specifically for the Purchase-to-Pay process area now available, companies have the opportunity to leverage advanced functionality without a large IT investment or a complex implementation project.  Such providers as Ariba, Coupa, and Taulia … Continue reading

Posted in Accounts Payable

Increasing the Scope of Shared Services Record-to-Report Processes

Record-to-Report (R2R) can cover a wide range of internally-focused accounting processes connected with the recording of transactions to comply with financial, legal and tax requirements, with outputs including performance reporting, plus management, legal, tax, and treasury reporting.  Unlike other common … Continue reading

Posted in General Accounting

Effectively Utilizing Materiality Thresholds in Intercompany Accounting

For a large number of companies, Intercompany Accounting processes have improved dramatically over the past decade, with the introduction of large-scale accounting systems capable of booking all sides of a transaction for business units with the same legal entity, in … Continue reading

Posted in General Accounting

Creating an Effective Governance Structure for HR Shared Services

Before getting into the details of HR Shared Services governance, it’s helpful to understand the evolving framework for Shared Services, with a closer look at where companies are today.  While many lessons learned along the way can be applied across … Continue reading

Posted in HR Shared Services

Leveraging Shared Services Experience to Drive Broader Business Simplification Initiatives

With the great success experienced by companies across the globe in consolidating and streamlining processes through the use of the Shared Services model, those skill sets are becoming quite valuable to companies as they strive to simplify the operations across … Continue reading

Posted in Shared Services Leadership

Concur Dominates in Travel Self-Booking and Expense Reporting

Providing front-end travel services for trip reservations and the back-end processing of completed expense reports is an increasingly common responsibility of Shared Services.  Not surprisingly, because frequent travelers include senior level employees, investing in improvement solutions for the travel process … Continue reading

Posted in Corporate Card

Improving the Management of the SOX Compliance Process

While it has been well over a decade since the Sarbanes-Oxley Act of 2002 was put into law, the ability of companies to ensure their compliance in an efficient and effective manner can still be a challenge.  As is the … Continue reading

Posted in General Accounting