Implement a Shared Services Model
Look before you leap; assess your internal capabilities and develop a careful plan before adopting a shared services model.
Onsite Workshop
If your organization does not properly implement a shared services model, it may result in:
- Stagnant operations and limited ability to drive cost reduction through specialization.
- Missed opportunity to spur innovation through business unit focus.
- Inability to remain competitive with similar firms or organizations within the industry.
- Lost opportunity to benefit from cost savings.
- Shadow IT operations within your organization beginning to form, undermining the integrity of your IT department.
Benefits of moving to implement a shared services model include:
- Decreased operational costs for the organization.
- Opportunity to increase level of business unit specialization.
- Increased level of service provision and ability to better serve customer base.
Module 1: Define the Opportunity and Product
The Purpose
- Identify the key projects drivers and benefits from moving to a shared services model.
- Perform a customer requirements assessment, as well as a capabilities self-assessment.
Key Benefits Achieved
- Understanding of the customer’s needs and technical requirements for the services.
- High-level assessment of the organization’s ability to fulfill the customer’s set of service requirements.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Document your project drivers. |
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| 1.2 | Brainstorm a list of project benefits and intended results. |
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| 1.3 | Assess customer’s requirements and align them with your capabilities. |
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| 1.4 | Scope your full set of service offerings. |
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Module 2: Develop Your Product Vision and Roadmap
The Purpose
- Obtain stakeholder buy-in for the shared services implementation.
- Assess the long-term potential for shared services within your organization.
- Develop criteria to enable continuous improvement of the shared services model.
Key Benefits Achieved
- Understanding of the long-term objectives for your organization’s shared services model.
- Strategic set of project success metrics developed and communicated throughout to primary stakeholders.
- Buy-in for the shared services model implementation.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Initiate the creation of a long-term roadmap for the project. |
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| 2.2 | Develop and finalize the business case. |
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| 2.3 | Establish a set of success metrics to guide initial project assessment. |
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Module 3: Realize the Product
The Purpose
- Assess the people, processes, and technology involved in supporting the transition to a shared services model.
- Finalize the transition to a shared services model by ensuring that your people, processes, and technology are prepared for the shift.
Key Benefits Achieved
- Gaps filled between current organizational capabilities and required organization capabilities.
- Test launch plan for one to two services completed in order to initiate the roll-out of the shared services model.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Design a user-facing service catalog. |
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| 3.2 | Develop visual SOPs that drive process optimization. |
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| 3.3 | Work through the Data Center Inventory Collection Workbook in order to integrate technology. |
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| 3.4 | Map out and launch the initial test deployment. |
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Module 4: Support and Continuously Improve
The Purpose
- Develop a process to support continuous improvement of the project.
- Review the success of the initial test launch.
Key Benefits Achieved
- Assessment of the test phase of the project.
- Established process for customer communication throughout the remainder of the project’s implementation.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Review project launch using project success metrics. |
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| 4.2 | Analyze areas of strength and weakness in the shared services model. |
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| 4.3 | Continue to roll out the remaining services in the shared services model. |
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Book Your Workshop
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 road map in place to complete your project successfully.
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