Peeriosity Insights: Recent Research Findings Summarized insights. To view detailed research results, contact us to inquire about membership.

Building Your Intelligent Automation Project Pipeline

Introduction Many organizations have a robust process for prioritizing development opportunities, with excellent project management tools.  Some also have a disciplined approach to measuring the cost/benefit impact with post-project reviews to keep everyone honest.  For Intelligent Automation projects, and specifically Robotic Process Automation (RPA), where the go/no go threshold is significantly lower due to low […]


Posted in Intelligent Automation

Using Evaluated Receipts Settlement in P2P

Introduction Many are familiar with the book, Reengineering the Corporation, by Hammer and Champy, published in 1993, which cited Ford Motor Company’s ability to eliminate 75% of their AP staff by implementing Evaluated Receipts Settlement (ERS) as an example of the fundamental rethinking and radical redesign companies must undertake to drive large scale improvement.  While […]


Posted in Accounts Payable

Sourcing and Retaining Intelligent Automation Talent

Introduction We have all heard the stories of the chaos that exists in the Bay Area and Silicon Valley as high-growth technology companies compete for a limited number of talented software engineers. With the steep growth curve for Intelligent Automation, how do you identify and source the talent you need to move from pilot to […]


Posted in Intelligent Automation

Transitioning T&E Support to an Overseas Location

Introduction As is the case with almost any major business process area, the opportunity to shift support of the Travel Expense (T&E) process to an off-shore location can be an attractive one, especially for major companies with a large employee base and a robust corporate card program.  This was the situation for a Peeriosity member […]


Posted in Corporate Card

Employee Engagement and Development within Shared Services

Introduction The foundation of any Shared Services organization is its people. As leaders, it’s critical to create an environment that keeps them engaged through a combination of challenging assignments, coaching and mentoring, a career path, and well-designed compensation and incentive programs.  In a recent Peeriosity PeercastTM, representatives from a Peeriosity member company shared what they […]


Posted in Global Business Services

Member Case Study # 8 – Our Intelligent Automation Journey

Introduction to Our Intelligent Automation Journey  On a frequent basis, Peeriosity member companies share details and insights regarding their efforts in the Intelligent Automation space in order to help other companies facing similar challenges.  During a recent PeercastTM, a member company shared their experiences in implementing Robotic Process Automation (RPA) in their Shared Services organization […]


Posted in Intelligent Automation

Translating Shared Services Communication Materials

Introduction Many Shared Services organizations span multiple geographies, with a requirement for team members who speak multiple languages. In addition to supporting live conversations, internal communication materials for team members including periodic newsletters and reports to the Global Shared Service organization are often provided. For some companies, these materials may be published in one language […]


Posted in Global Business Services

Time Collection for Hourly Employees

Introduction Within HR Shared Services, Payroll is almost always within scope, since the process is transaction-intensive and rules-based, where centralization of payroll experts and the leveraging of technology solutions across business units and locations can yield both lower cost and higher quality processes.  However, because the Payroll process impacts every employee in a significant way, […]


Posted in HR Shared Services

Thresholds for Automatic Settlement of Customer Deductions

Introduction For customer payments, many companies allow short payments from customers to automatically settle outstanding invoices, assuming they do not exceed a pre-established threshold.  They have justified this threshold as the funds which may be recovered by lowering or eliminating the short-payment have been more than offset by the additional costs required to administer collection.  […]


Posted in Accounts Receivable

Taking Shared Services Quality to the Next Level

Introduction Quality, along with cost, productivity, and customer satisfaction, has always been one of the four primary measures of success in Shared Services.  There are a variety of approaches to achieving high levels of quality performance, with some companies utilizing formal quality programs, such as Lean and Six Sigma, and others developing their own approach […]


Posted in Global Business Services
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