When shared services operate at their full potential, it transforms organizations—streamlining operations, delivering exceptional customer experiences, and unlocking new value through data and automation. Achieving this impact requires not just strategy and execution but a forward-looking approach that integrates technology and prioritizes customer-centric design.
The biggest threat to shared services isn’t external forces—it’s settling for “good enough.” In an era of rapid change, staying ahead means embracing innovation, from leveraging AI and automation to transforming processes with customer-centric design and data-driven insights.
This workshop will explore actionable strategies to elevate the value you offer your organization. Whether you’re optimizing existing operations, incorporating next-generation capabilities, or further leveraging the reach of your Global Business Services (GBS) footprint, we’ll provide a roadmap to take your offerings to the next level. Topics include:
The Shared Services landscape is evolving at an unprecedented pace. In today’s hyper-competitive business environment, organizations must master talent retention, process standardization, and digital transformation to stay ahead. While productivity has always been a key metric, workforce analytics is now reshaping how businesses measure, optimize, and sustain performance at scale.
This exclusive workshop, hosted by ProHance, will explore the power of data-driven productivity strategies and how organizations can leverage workforce analytics to enhance operational efficiency and long-term workforce performance.
What You Will Learn:
This session will feature exclusive insights from industry research, providing a deep dive into the latest productivity trends, challenges, and strategic playbooks tailored for Shared Services and Global Business Services (GBS) organizations.
Embark on a journey to streamline HR processes, redefine roles and handoffs, and turn challenges into opportunities for an improved end-to-end experience.
“Driving Business Value”, “End to End” & “Customer Experience” are on every leadership agenda. GBS and Shared Services deliver services that support functional elements of “end to end” business processes, but rarely, if ever, “own” these true “end to end” cycles. Despite the ambiguity, there are high expectations, aspirations and accelerated business value in a well-executed “end to end process” strategy.
Sharing best practices with interactive discussions and exercises, this session will explore some of the opportunities and challenges in enabling “end to end” process excellence and customer experience. It will introduce tools and tactics for GBS leadership, Global Process & Service Owners and other stakeholders (both “enabling” and “beneficial”) to drive successful outcomes at speed.
The workshop will cover:
Strategies for Success
As enterprises evolve, the true measure of process excellence isn’t just operational efficiency—it’s the ability to deliver real business and customer value. This hands-on workshop equips leaders with the tools, frameworks, and collaborative approaches to design integrated, end-to-end processes that break down silos, foster ownership, and drive measurable outcomes.
Explore how to embed business and customer value into process design, create clear accountability structures, and use journey mapping to reimagine service delivery from the perspective of both employees and customers.
By the end of the workshop, participants will be able to:
As the boundaries between human and machine intelligence overlap, the potential of Agentic AI and Generative AI (GenAI) to revolutionize Business Operations is becoming increasingly evident. From automating routine tasks to enhancing decision-making and fostering innovation, GenAI is reshaping the landscape of Shared Services organizations in addition to other functions across the value chain. However, the successful integration of Agentic AI and GenAI, respectively requires a strategic approach that addresses both its opportunities and challenges. This workshop will explore practical applications of GenAI within targeted functions, providing attendees with insights and strategies to harness its power to effect impactful transformation.
Actionable Takeaways:
Vendor relationships shouldn’t just be transactional—they should be strategic partnerships that drive mutual value, innovation, and operational excellence. Join us to learn strategies, negotiation tactics, and governance frameworks to turn vendors into true business allies.
Participants will explore how to shift from cost-focused interactions to collaborative partnerships, build performance metrics that align with business goals, and create a culture of continuous improvement with external providers.
By the end of this workshop, participants will be able to:
P&G has been synonymous with GBS for decades and held as a testament to what the business model can offer. April Cielica, President of Procter & Gamble’s Global Business Services (GBS), will share the evolution of GBS at P&G, outlining how GBS is transforming to meet the challenges of a rapidly changing technological environment, focusing on innovation, data-driven decision making and strategic value creation. Walk away with actionable insights across the following strategic drivers, that can be applied to your organization, fostering excellence and trust in business services:
When an organization sets out to transform, the first question is often "Where do we start?" In this session, we explore how a cross-functional approach to understanding how work really gets done can provide the clarity needed to prioritize change, improve efficiency, and guide strategic investment. From HR to Finance, IT to Operations, gaining visibility into work activities, resource allocation, and cost drivers can uncover both hidden bottlenecks and untapped potential. This discussion will highlight a client’s journey through an enterprise-wide workforce efficiency assessment — the challenges faced, the surprising insights revealed, and the actions taken to position the organization for long-term success.
Most Shared Services AI projects fail long before ROI is even measured—not because the technology doesn’t work, but because the wrong problems are chosen to solve. The real competitive advantage lies in knowing where AI can make the biggest difference, and building a roadmap that takes those use cases from concept to enterprise-wide reality.
Learn how to build use cases that clearly demonstrate ROI and economic value, including how AI can enhance customer experience and increase lifetime customer value by creating consistent, effective support interactions. If you’re aiming for scalable AI solutions that move beyond experimentation to real-world results, this session will provide a roadmap for success.
Transforming a shared services workforce in the digital era, while maintaining or even improving service levels, is no small feat. With AI, automation, and advanced analytics reshaping operations, leaders must go beyond simply automating existing tasks. The real opportunity lies in reimagining how work gets done altogether- rethinking processes, roles, and value delivery in ways that weren’t possible before. This session explores how to protect today’s performance while driving exponential shifts in experience, job content, and operating models that define the future of shared services.
Key Takeaways:
Traditionally viewed as a cost center, Accounts Payable (AP) is undergoing a transformation—from transactional function to value-generating powerhouse. With the right tools, partnerships, and mindset, AP can play a pivotal role in putting money back into the organization and enhancing financial agility. Discover how to unlock untapped value from your AP function by:
Order-to-Cash (O2C) has always been a critical lever for working capital optimization—but the boundaries of traditional automation have been reached. The next leap forward is Agentic AI: autonomous, goal-driven AI agents capable of making contextual decisions, executing complex workflows, and self-improving with every transaction. Learn how a national rental equipment company found its account teams drowning in volume and complexity, with a disproportionate number of resources consumed by the top three customers while thousands of other accounts with high-value invoices were left to wait. They turned to Sidetrade’s AI Collection agent Aimie to accelerate collections and improve cashflow. Implementing a practical approach, you’ll hear how AI Collection Agent Aimie identified 1000s of national accounts based on invoice value and risk, handling outreach, follow-ups, summarization, and next-best actions—so human collection analysts focused on escalations and relationship work. Next, we will explore how Agentic AI continue to transform O2C into a dynamic, predictive, and customer-centric function to drive accelerated cash flow, reduce DSO, and free finance talent to focus on strategic growth and stakeholder relationships.
Key Takeaways: