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Assess your customer's technical requirements as you move through the process of transitioning to a shared services model.

  • Identify customer applications and their necessary requirements (security, reliability, maintainability, and availability).
  • Identify and assess customer process and people capabilities.
  • Determine whether or not you are able to support all technical requirements of your customer.
  • Determine whether or not your people and process capabilities align with those of your customer.
Following the completion of the customer assessment, your organization will be positioned to decide whether or not implementation of a shared services model is a viable future option.

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Implement a Shared Services Model

Look before you leap; assess your internal capabilities and develop a careful plan before adopting a shared services model.

Solution Set Steps

  1. Define the opportunity and product
    • Shared Services Assessment Tool
  2. Develop product vision and roadmap
  3. Realize the product
  4. Support and continuously improve


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