Early stage GBS organisations look to benefit from leveraging partners. Initial work is often about what to source, where to source it, what operating model to pick and how to staff all of this. In the complex world of advisors and consultants, finding the right advisor can help support the lifecycle while one builds this capability themselves. BPO firms can help accelerate the adoption of the GBS model by providing the ‘kick off expertise’ to enable and accelerate capabilities and savings.
This workshop explores the best practices in AP automation and transformation. We will share real-life case studies and best practices to uncover the winning strategies for practical AP transformation.
· Understanding how shared services are developing internal tech competencies to improve processes, tech being used to expand the scope of existing processes (AP, compliance, payroll, purchasing, IT, etc.), and bringing tech and process as close as possible to ensure long-term improvements
· How SSCs can take a risk-averse and calculated approach towards embracing tech that drives innovation, unlocks opportunities (AML, KYC, Fraud, etc.), and maximises efficiency
· How accurate and powerful AI can act as a springboard to accelerate the evolution of SSCs
· What will will SSCs of the future look like, and what role will they play?
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.
· Identify GenAI Use Cases: Discover specific applications of GenAI that can deliver tangible benefits within Shared Services organizations, such as automating document generation, improving customer service, and optimizing processes.
· Promote Security Awareness: Review privacy pitfalls to avoid with respect to purpose limitations and incorporating robust data governance with systematic reviews.
· Overcome Challenges: Learn to address common challenges associated with Agentic AI and GenAI implementation, including data quality, ethical considerations, and workforce integration.
· Develop a GenAI Strategy: Create a roadmap for integrating GenAI into your shared services operations, outlining key steps, resource allocation, and expected outcomes.
· Measure and Optimize: Understand how to measure the impact of GenAI initiatives and continuously optimize your approach to maximize value.
· Foster a Culture of Innovation: Explore strategies for cultivating experimentation within the Shared Services team, encouraging the adoption of new technologies.
In order for GBS organisations to streamline their service delivery and customer experience, they need to rethink their service management framework. The task is becoming increasingly complex given the ever-expanding services functions/areas. Join this session to hear how to:
· Organise Service Management and to interact with the internal customers across the different matrix dimensions
· Set up key business partnering roles to provide dedicated single point contacts
· Leverage service management platform to drive customer centricity
“End to End” & “Process Excellence” 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 value in a well-executed “end to end process” and “Global Process Owner” (GPO) approach.
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 introduce tools and tactics for the GPO and other stakeholders (both “enabling” and “beneficial”) to drive successful outcomes.
The workshop will cover:
This workshop is designed to provide a comprehensive framework for achieving service and operational excellence for finance shared services through tangible metrics and collective benchmarking insights.
· Understand how KPIs can be used to monitor the efficiency of shared services functions like billing, payroll and accounts payable/receivable
· Defining the Key Financial Process KPIs
· How to leverage the billing cycle metrics for P2P & O2C drive positive impact on cash flow and level up process automation?
· R2R metrics: Time to Close (monthly, quarterly, annually)
· How are we leveraging these metrics for strategy and digital transformation?
· What are typical benchmarks in the industry?
Explore the role of Global Business Services (GBS) in Invoice-to-Cash (I2C) digital transformation. Uncover trends, strategies and practical insights to navigate the complexities of this evolution. Industry experts will share best practices, case studies, and actionable techniques, providing participants with the tools to optimise finance processes for sustained success.
· Current Trends in GBS and I2C: Stay ahead of the curve by understanding the latest developments and trends shaping the GBS and I2C landscape
· Strategies for successful transformation: Learn proven strategies to initiate and manage a successful digital transformation in the Invoice-to-Cash process within the framework of Global Business Services
· Practical Insights from industry experts. Benefit from firsthand experiences and insights shared by industry experts, providing you with a practical understanding of the challenges and opportunities in GBS-driven I2C transformations
· Best Practices for Optimisation: Explore a curated set of best practices that can be implemented to optimise your finance processes, enhance efficiency and streamline the Invoice-to-Cash workflow
· Actionable Techniques for Implementation: Walk away with tangible, actionable techniques that you can immediately implement in your organisation to drive positive change and maximise the benefits of digital transformation
Join us at SSOW Lisbon for an exclusive, expert-led workshop hosted by Redwood and featuring Schneider Electric’s Director of Digital Projects, Stefano Olveri.
In this session, you’ll get a behind-the-scenes look at Schneider Electric’s SAP-based finance transformation—and learn how they’re building autonomy, cutting manual effort by up to 80%, and accelerating the close across journal entries, reconciliations, and more.
You’ll also gain access to fresh findings from SSON Research & Analytics, revealing what’s still holding back R2R automation in large enterprises—and where the biggest opportunities now lie. These insights will help you benchmark your automation maturity and sharpen your roadmap.
Redwood will then show how to go further—demonstrating how forward-thinking organizations running SAP are bringing to life the vision of a fully orchestrated, fully automated Touchless Close. With native SAP integration and modular, end-to-end automation, you’ll see what’s possible—and how to get there faster.
This is a must-attend session for global process owners, heads of shared services, and finance leaders responsible for R2R transformation—those tasked with scaling automation, boosting efficiency, and ensuring control and compliance across complex SAP environments.
Why attend?
With more and more GBS organisations accelerating their digital transformation, having a systematic approach in driving AI-enabled digital transformation is imperative to be future-proof. Join this workshop to hear the best practices in building towards a truly AI and digital enabled GBS operation.
· Sharing best approaches in adopting emerging technologies such as agentic AI, Small Language Models (SLMs), and predictive analytics – systematically
· Streamline workflows, optimise resource allocation, and facilitate real-time decision-making
· Exploring different ways of converging digital technologies and AI into existing GBS structures, processes, and systems
· Fostering a culture of continuous improvement and transformation within GBS
Speed and agility in planning, forecasting and analysis is a necessity rather than a luxury with the current business environment. When combined with the demands of meeting growth targets, cost reduction initiatives and increasing regulatory oversight, finance functions need to rethink their F&A capabilities urgently. This hands-on workshop will show you exactly the right
approach to develop these capabilities. We will focus our interactive exchange on selected target operating model elements as well as best practices for implementation
· Understanding and overcoming the key challenges when moving FP&A into the GBS environment
· Developing a step-by-step approach and sharing key steps in driving a successful implementation
· Sharing extensive results from recent studies on target operating models, best practices in implementation and performance management
Christian Willenbruch - Director, Finance Transformation Lead, EYThis workshop will provide key insights on how GBS leaders can develop strategic alignment and balance key elements around sourcing model, cost and talent management to create a robust and agile sourcing portfolio.
· Sharing market insights and decision-making frameworks on how enterprise and GBS leaders can make better, fact-based, and future-ready sourcing decisions
· Covering key themes including make vs. buy decisions, talent and location strategy, vendor selection and portfolio management, total cost of operations, and maximising value from sourcing portfolios
· Sharing practical case studies with proven results
This session is designed to deep-dive into the framework and key performance metrics for HR shared services organisations. We will walk through the fundamentals to help you understand the importance of KPIs and key business metrics, and effective performance management strategies for HR shared services organisations. Participants will also have the opportunity to work on defining KPIs for their own shared services.
· Understand how KPIs can be used to monitor the efficiency of shared services functions like billing, payroll and accounts payable/receivable.
· Defining the Key HR process KPIs
· HR Shared Services – which KPIs matter most? Employee Satisfaction & Engagement; Attrition & Retention Rates; Time to Hire
· Developing and evaluating effective payroll KPI metrics
· Adjusting overall shared services and digital transformation with these KPIs
· Understand the framework for managing and improving performance in shared services
· Understand the intersection between performance metrics and overall business outcomes
Diageo’s Global Business Operations is a deeply integrated team of 2,500 colleagues, focused on delivering business-critical capabilities across multiple domains. In this keynote, learn how Diageo’s Business Operations is fast becoming the execution heartbeat for the company, delivering on its growth ambitions all the way from driving positive customer and business partner experience on the one end, to strengthening its core with master data management at the other end.
· An outside-in organisation design approach
· Building capabilities across the spectrum from design to execution
· Balancing portfolio choices
A new breed of GBS organisations is on the rise. These organisations go beyond providing service and support - they are laser-focused on driving value and enabling transformation at enterprise level. This session will offer a reality check, examining whether and how these GBS organisations are fulfilling the promise of enterprise transformation.
· Creating a service organisation that expands into core business operations including Commercial, R&D and Supply Chain, to cover the entire value chain
· Rethinking business units through the value creation lens to fuel business growth
· Building enterprise-wide excellence through world-class support capabilities across the full organisation
· Overcoming change barriers to push through large-scale complex transformations
As emerging technologies and generative AI continue to reshape how businesses operate, Global Business Services (GBS) is transforming from a cost-efficiency enabler into a strategic powerhouse, fueling enterprise-wide innovation, data-driven insights, and business value.
In this engaging fireside chat, Capgemini is joined by RHI Magnesita to share first-hand experiences and success factors in how GBS can move beyond its traditional role to deliver real enterprise-level outcomes. Together, we’ll explore how GBS organizations can become true change agents, empowered by digital, AI, and a sharper business focus.
Key takeaways:
This session will explore the unique finance operations model at Adecco Group, detailing their recent transformation strategy and their key approach to achieving a unified end-to-end global finance ecosystem.
· Sharing Adecco’s unique finance operating model with a full end-to-end finance operations structure, accountability and a process-centric approach
· Sharing the three-phased finance transformation journey: 1) Building a Target Operating Model (TOM) 2) Setting up captive shared services from scratch 3) Laying the technology foundation
· Highlighting the key enablers and success factors for shared services transformation
· The evolving roles of Global Process Ownership (GPO) in the FinOps model and the key measures for their success
· Refining the future operating and governance model - moving from project mode to BAU
Discover how this advanced technology goes beyond traditional touchless automation to deliver unprecedented efficiency, accuracy, and cost savings. Learn how Agentic AI plans and takes action autonomously, reduces errors, ensures compliance, and provides valuable insights, all while scaling effortlessly with your business needs and growth. Join us to explore the next frontier of AP automation and transform your financial operations.
The AI revolution reshapes the art and science of planning and delivering change. Embrace the future of change management by exploring how AI can streamline the execution of initiatives and empower your GBS teams to navigate change with confidence and clarity. This session aims to inspire you to apply the latest technological solutions to the most impactful use cases in the OCM field. Join us and learn practical strategies to accelerate change adoption while maintaining strong employee engagement:
· Leverage historical and real-time data to forecast change impacts and identify potential risks
· Use Natural Language Processing tools to analyse sentiment from surveys and communications, pinpointing areas of resistance and opportunities for more targeted messaging
· Enhance stakeholder engagement by automating routine queries and providing real-time support during transitions
· Using AI-driven insights, develop tailored strategies for different employee groups, ensuring that communications and training align with individual needs
· Streamline routine processes so that change managers can focus on strategic decision-making
· Build a Human-AI Partnership by learning best practices for integrating AI without losing sight of personal interactions
There are many lessons that can be learned from those that have recently launched GBS organisations at scale with speed, particularly when they have an experienced team in place. Join this case study to hear how the team have pulled the key strategies together and built a solid foundation for GBS; to deliver sustained efficiency both now and in the future.
· Accelerating the GBS launch with an experienced management team pulling transactional cycles together with speed
· How to effectively untangle the complexities of business process and data with a simplified organisational architecture
· Where technologies can make a big difference: Gen AI for SOP creation and process mining for process efficiency improvement
· Building a foundation and having a longer-term plan to deliver continuous improvement after the initial gains
As automation and AI transformation deepens, what are the key roles and skills required for the future Finance function? And, more importantly, how are we developing effective strategies and approaches to prepare our teams towards that future?
· Identifying and curating future-ready digital skillsets: What are they and how do we embed them in the transformation roadmap?
· Developing your finance team during a talent crunch – using digital pathways and leadership development programmes to grow talent
· The future skills for shared services: specialists vs. generalists
· How do we overcome cultural challenges to develop business skills and business partnering capabilities?
· Cultivating a sense of belonging in the finance team throughout the transformation journey
· Is it time for virtual centres to grow?
GBS’ roles in S4/HANA transformation are most critical in many organisations. In Pandora, GBS is co-leading global implementation across all lines of business and countries. Join this session to hear timely and valuable insights on establishing a strategic programme foundation to drive success. You will also hear practical steps in managing transformation at such a scale, providing key insights from process and change management perspectives.
· Setting yourself up for success: Strategic approaches to structuring a successful S/4HANA transformation
· Emphasising the business partnership with IT to drive successful outcomes
· Tactics for managing complex change across multiple business units and international boundaries
· Best practices for seamless integration of processes and technology to ensure business continuity and growth
Organisations must transition to skills-based frameworks to remain agile, equitable, and competitive. This panel discussion explores the key challenges in moving from job-based to skills-based talent strategies—navigating automation, workforce redeployment, and capability building. Learn how to implement a scalable approach that redefines roles, unlocks workforce potential, and enables continuous learning in your shared services and GBS setup.
With increasing regulatory pressures, a global skills shortage and increasing employee experience expectations, organisations face significant challenges in not only finding talent but also nurturing the talent they already have. In this session, you will hear how Deliveroo is transforming its HR practices to meet the demands of today's dynamic business environment.
· The evolution of traditional automation (e.g., OCR) and its enhancement with Generative AI
· Sharing the AI transformation journey
· The exponential impact of combining legacy technology with modern AI
Under the technology pillar, the Digital Acceleration team at 3M GBS is focused not only on experimenting with digital technologies, but also on driving organisation-wide adoption through partnerships with IT teams and citizen development programmes. Join this case study to learn how they adopt automation, AI and other digital technologies through business-led initiatives.
· From Citizen developers to A Gen AI Centre of Excellence: Taking AI a step further
· Sharing the award-winning cases of AI embedded P2P and O2C business case study
· Beyond Business services: Sharing practical examples where AI is helping the wider business
Despite being on the top of the agenda for many GBS transformations, even the most experienced GBS leaders argue that we are far from achieving true end-to-end processes. This panel debate will explore the realities of end-to-end processes, sharing the views from the most experienced leaders on what a true end-to-end process looks like, how can we close the gaps towards building a truly end-to-end organisation?
· What do true end-to-end processes look like in GBS organisations?
· Where do organisations struggle the most in creating seamless workflows?
· How can GBS influence the wider enterprise to reduce the unnecessary workflow?
· How can technologies like AI, RPA and ERP systems help bridge process gaps?
· What roles do people, culture and governance play in achieving true process integration?
As GBS models expand beyond finance, HR, and IT into supply chain, commercial, and innovation functions, understanding where the industry truly stands has never been more crucial.
In this high-impact session, SSON Research & Analytics unveils brand-new insights from our 2025 Global State of the Industry, GBS, and Location Strategy surveys—offering the most comprehensive, data-driven view of today’s Shared Services and GBS landscape.
We’ll reveal:
Whether you’re building foundational capabilities or leading next-gen operations, this session delivers exclusive benchmarking and fresh market intelligence to help you seize the next wave of GBS value creation.