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.
1.2 Brainstorm a list of project benefits and intended results.
1.3 Assess customer’s requirements and align them with your capabilities.
  • Assessment of the customer’s shared services capabilities and requirements.
1.4 Scope your full set of service offerings.
  • High-level analysis of your organization’s shared service offerings.

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.
  • High-level long-term roadmap.
2.2 Develop and finalize the business case.
  • Completed business case.
2.3 Establish a set of success metrics to guide initial project assessment.
  • Set of guiding project success metrics.

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.
  • User-facing service catalog.
3.2 Develop visual SOPs that drive process optimization.
  • Established set of SOPs.
3.3 Work through the Data Center Inventory Collection Workbook in order to integrate technology.
  • Integrated data centers.
3.4 Map out and launch the initial test deployment.
  • Detailed plan for initial test launch of the shared services model.

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.
  • Customer communication model established and put in place.
4.2 Analyze areas of strength and weakness in the shared services model.
4.3 Continue to roll out the remaining services in the shared services model.
  • Plan for continued roll out of the shared services model.

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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 road map in place to complete your project successfully.

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