Courtney Jackson

Partner ScottMadden, Inc.

Tuesday, March 25, 2025

9:00 AM WORKSHOP A: Shared Services 101: The Essentials for a Leading Practice Organization

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. 

  • This workshop offers an actionable roadmap to help you launch or refine your shared services model with confidence. You’ll leave equipped with tools to: 
  • · Align shared services with organizational objectives, scope, and goals, and build a business case to demonstrate measurable outcomes 
  • · Incorporate customer-centric processes and user-focused design for better adoption and satisfaction 
  • · Integrate automation to unlock long-term value and leverage data analytics to drive informed decision making 
  • · Plan and execute transitions with precision, navigating change and securing stakeholder buy-in

Check out the incredible speaker line-up to see who will be joining Courtney.

Download The Latest Agenda