Template: Data Collection / Perception of GBS Effectiveness [Survey Questionnaire]

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Pedro Moreira
Pedro Moreira
08/21/2015

This questionnaire attempts to measure perception of the effectiveness of a Global Shared Services/Global Business Services (GSS/GBS) and its impact on a business unit ("Entity"), before and after the process of partial migration of finance/accounting activities to GSS/GBS.

Please answer the following questions by selecting one of the following options.


*Mandatory

Was your work directly impacted by the transfer of accounting and finance activities to the GSS? *

o Yes

o No

Do you manage people at The Entity? *

o Yes

o No

Were you already working for The Entity in January 1st of 2xxx? *

o Yes

o No

There is a reduction in time taken to process vendor invoices. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is a significant reduction in processing errors. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is a significant reduction in the time taken to resolve invoice errors. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is a significant increase in the volume of invoices that are processed. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is a significant improvement in how quickly invoices are processed. *

o Stongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The GSS team sends regular reports on Accounts Payables. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The reports sent by the GSS Accounts Payable team are accurate. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is an improvement in the effectiveness of all Accounts Payable processes after migration to Shared Services. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is an improvement in the accuracy of execution of Accounts Receivables processes. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is a significant reduction in the volume of overdue receivables. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is a reduction in the average number of days to receive payments after a sale. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There are fewer exceptions raised for Account Receivables. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The GSS team sends regular reports on Accounts Receivables. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The reports sent by the GSS Accounts Receivables team are accurate. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is an improvement in the execution of all Accounts Receivables processes after migration to Shared Services. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There are fewer discrepancies between Accounting and GL at month end for book value. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Balance sheet reconciliations are completed on time. *

o Strongly Disgagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is an improvement in the accuracy of recorded journal entries. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is an improvement in the time taken to submit the financial reporting to corporate HQ. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There are fewer delays in the production of financial reports. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Financial Statements sent by the team are accurate. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is an improvement in the costs or reworking financial statements due to inaccuracies. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The GSS team sends regular reports on General Ledger processes status. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The reports sent by the GL team are accurate. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is an improvement in the accuracy of recorded fixed assets. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Migration of the financial activities to the GSS has increased the financial accuray of The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Migration of the financial activities to the GSS has increased the financial reliability of The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Migration of the financial activities to the GSS has allowed quicker delivery speed and response rate to the finance of The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Migration of the financial activities to the GSS has allowed increased security and documentation of finance tasks of The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Migration of the financial activities to the GSS has faciliated the implementation of creative solutions to improve performance in The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Migration of the financial activities to the GSS has brought improvement to the financial expertise of The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The new globally standardized financial processes implemented by the GSS have helped The Entity become more eficient and effective. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The new financial processes being followed are well applicable to the business of The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The new financial processes followed by The Entity and the GSS are functional and effective. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The new financial processes followed by The Entity and the GSS are more consistent than the old ones. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The new financial processes followed by The Entity and the GSS incorporate relevant elements from the old processes wherever beneficial. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The GSS, observes all accouting processes to ensure high data quality and integrity of the financial statement of The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Working with the GSS allows me to better analyse problems that occur. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Working with the GSS allows me to develop better approaches to solving a problem. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Working with the GSS has enabled me to improve my work performance. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

The GSS is a center of competence for all accounting topics. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

I enjoy working with the GSS team. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Working with the GSS has brought about direct cost savings to The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Working with the GSS has brought about indirect cost savings to The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Working with the GSS has brought opportunities to increase the revenue of The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

There is a reduction in accounting costs after migrating the financial activities to the GSS. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

With GSS the organization of my department has improved. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

With GSS, there are now fewer delays in processing the financial activities. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

With GSS, there are improved efficiencies in The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

With GSS, The Entity has saved resources and costs. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Overall, I believe that the transfer of financial activities to Shared Services has benefitted The Entity. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Communication between the GSS and The Entity is timely. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know

Communication between the GSS and The Entity is impartial. *

o Strongly Disagree

o Disagree

o Neither Agree or Disagree

o Agree

o Strongly Agree

o Do not know


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