Ernan Lopez

A critical milestone in standing up any Shared Services organization is standardizing processes to create a stable, predictable workflow. However, in the early days of a transformation, this is notoriously difficult. Your core team is small, workflows are constantly in flux, and business units are often reluctant to embrace new operating models. To make matters worse, process ownership easily becomes blurred, and data is often collected inconsistently across disparate enterprise systems. 

To move from initial launch to a mature operation, SSOs must aggressively focus on standardizing and stabilizing their foundation. This session provides a tactical roadmap for surviving this chaotic phase. Learn how to identify process gaps, reduce key-person risk, establish solid data foundations, and ultimately determine when your operations are truly stable enough to absorb the next wave of automation. 

• Discover practical frameworks for auditing your current operations to identify the most critical process gaps and resolve ownership disputes
• Learn how to write and enforce Standard Operating Procedures that actually get adopted by the wider business, creating a single source of truth
• Understand how to align fragmented data collection across multiple systems so you can establish baseline KPIs that executives trust 
• Learn the exact operational signals and stability thresholds your team must hit before triggering your next wave of automation