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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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.

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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.

Activities: Outputs:
1.1 Identify your organization’s main drivers for using a shared services model.
  • Shared services mission
1.2 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.

Activities: Outputs:
2.1 Identify your organization’s resistance to implement shared services.
  • Shared Services Business Case
2.2 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.

Activities: Outputs:
3.1 Define core services that will be moved to shared services.
  • List of services to be transferred to shared services
3.2 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.

Activities: Outputs:
4.1 Define the roadmap for implementing shared services.
  • List of initiatives to reach the target state, strategy risks, and their timelines
4.2 Make a plan to communicate changes.
  • Draft of a communication plan
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