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

Consolidating the Account Reconciliation Process

Introduction For companies with operations in many locations domestically and around the globe, the number of accounting transactions to record every minute detail of business activity can be daunting, as can the process of reconciling those transactions for completeness and accuracy at month’s end. Management and legal reporting activities must comply with specific rules and […]


Posted in General Accounting

Effectively Defining the Scope of HR Shared Services

Introduction Determining the process areas that best fit within the scope of HRSS depends on a number of factors that can vary from company to company, including geographic design, culture, and technology infrastructure.  This research abstract highlights the experiences of a major corporation that recently shared their experiences in determining their Human Resource Shared Services […]


Posted in HR Shared Services

Lessons Learned in Rolling Out a Shared Services Branding Initiative

Introduction Ensuring that your Shared Services operation is appropriately branded can help to properly position this critical organization within your company.  Due in part to the transactional nature of many processes typically found within Shared Services, employees, business partners, and even key stakeholders may not understand the role of Shared Services and the value it […]


Posted in Global Business Services

Member Case Study #7 – Implementing Intelligent Automation

Introduction Since launching our Intelligent Automation research area in late 2017, every month we have delivered insightful Peercasts featuring member companies’ experiences, sometimes using a panel format with multiple member companies discussing the pros and cons of available solutions, and at other times with one member company featured on a specific topic.  During the past […]


Posted in Intelligent Automation

Defining a Captive or BPO Sourcing Strategy for Shared Services

Introduction Outsourcing back-office processes that are often found in a Shared Services center continues to be popular as external service providers improve the quality of their services and methods for how to best transfer and manage work processes become routine.  Outsourcing isn’t a “one size fits all” approach, nor is it possible to flip responsibility […]


Posted in Global Business Services

Successfully Transitioning to a New Corporate Card Provider

Introduction While the benefits of switching to a new corporate card provider can be obvious, the actual transition can be challenging if not carried out with the appropriate levels of caution and due diligence.  In this research abstract, we will look at the experiences of a Peeriosity member company that carried out this type of […]


Posted in Corporate Card

Effective Strategies to Enhance AP’s Relationship with Internal Customers

Introduction Developing a solid relationship with key internal customers, such as Procurement, Finance, and IT, is important for the long-term success of any Accounts Payable organization.  During a recent Peeriosity PeercastTM, we looked at the experiences of one of our member companies as they worked to enhance these important provider/customer relationships and how they measured […]


Posted in Accounts Payable

Leveraging Open-Source Technology to Automate Shared Services Processes

Introduction Rather than going the Intelligent Automation vendor route, some companies have evaluated open-source technology to automate their Shared Services operation.   With a significant number of viable technology providers in this space, the opportunity exists for companies to internally develop their own custom solutions using these powerful programming languages.  This research abstract looks at the […]


Posted in Intelligent Automation

Taking Enterprise Reporting to the Next Level with Integrated Automation

Introduction A number of major corporations have recently created an Enterprise Reporting Services operation as part of their Shared Services organization.  This group provides reporting and analysis services to a variety of key areas of the company, such as Marketing, Finance, and Procurement.  This research abstract looks at the experiences of a major multi-national corporation […]


Posted in Global Business Services

Solving the RPA Puzzle: The Path to 100+ Bots

Introduction to Solving the RPA Puzzle Implementing new solutions and approaches for how work gets done using Intelligent Automation solutions can be exciting and rewarding.  It can also be frustrating and risky unless the journey for implementation is clear and carefully managed.  While there are many advisors and vendors who will confidently give you advice […]


Posted in Intelligent Automation
Are You Eligible for Membership?
Click Here to Find Out