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Implement Infrastructure Shared Services

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

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  • Organizations have service duplications for unique needs. These duplications increase business expenditure.
  • Lack of collaboration between business units to share their services increases business cost and reduces business units’ faith to implement shared services.
  • Transitioning infrastructure to shared services is challenging for many organizations. It requires an accurate planning and efficient communication between participating business units.

Our Advice

Critical Insight

  • Identify your current process, tool, and people capabilities before implementing shared services. Understand the financial compensations prior to implementation and assess if your organization is ready for transitioning to shared services model.
  • Do not implement shared services when the nature of the services differs greatly between business units.

Impact and Result

  • Understand benefits of shared services for the business and determine whether transitioning to shared services would benefit the organization.
  • Identify the best implementation plan based on goals, needs, and services.
  • Build a shared-services process to manage the plan and ensure its success.

Research & Tools

Start here – Read the Executive Brief

Read our concise Executive Brief to find out why you should implement shared services, review Info-Tech’s methodology, and understand the ways we can support you in completing this project.

2. Choose the right path

Identify your process and staff capabilities and discover which services will be transitioned to shared services plan. It will also help you to figure out the best model to choose.

3. Plan the transition

Discuss an actionable plan to implement shared services to track the project. Walk through a communication plan to document the goals, progress, and expectations with customer stakeholders.

Guided Implementations

This guided implementation is a six call advisory process.

Guided Implementation #1 - Conduct gap analysis

Call #1 - Scope requirements, objectives, and your specific challenges.
Call #2 - Assess end-user satisfaction and align it with technical and process capabilities.

Guided Implementation #2 - Choose the right path

Call #1 - Assess key players.
Call #2 - Identify the best shared-services model for your organization.

Guided Implementation #3 - Plan the transition

Call #1 - Create an implementation roadmap.
Call #2 - Establish a communication plan.

Onsite Workshop

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Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Identify Challenges

The Purpose

Establish the need for change.

Key Benefits Achieved

Set a clear understanding about benefits of shared services to your organization.




Identify your organization’s main drivers for using a shared services model.

  • Shared services mission

Define if it is beneficial to implement shared services.

  • Shared services goals

Module 2: Assess Your Capabilities

The Purpose

Become aware of challenges to implement shared services and your capabilities for such transition.

Key Benefits Achieved

  • Discover the primary challenges for transitioning to shared services, eliminate resistance factors, and identify your business potentials for implementation.




Identify your organization’s resistance to implement shared services.

  • Shared Services Business Case

Assess process and people capabilities.

  • Shared Services Assessment

Module 3: Define the Model

The Purpose

Determine the shared services model.

Key Benefits Achieved

Identify the core services to be shared and the best model that fits your organization.




Define core services that will be moved to shared services.

  • List of services to be transferred to shared services

Assess different models of shared services and pick the one that satisfies your goals and needs.

  • Shared services model

Module 4: Implement and Communicate

The Purpose

Define and communicate the tasks to be delivered.

Key Benefits Achieved

Confidently approach key stakeholders to make the project a reality.




Define the roadmap for implementing shared services.

  • List of initiatives to reach the target state, strategy risks, and their timelines

Make a plan to communicate changes.

  • Draft of a communication plan

Member Testimonials

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After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.




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