Pre-Conference Workshops: May 14th, 2024

7:30 am - 8:30 am #SSOW2024 REGISTRATION OPENS! Get ready for the Deep-Dive Workshop & Focus Day Morning

Featuring 8 workshops and 3 Focus Days. Pick your top two workshops or the focus day.

8:30-10:00 Workshops A-D

WORKSHOP A

8:30 am - 10:00 am Workshop A The A-Z for Setting Up a Multifunctional Shared Services SHARED SERVICES FOR BEGINNERS CONFERENCE
SHARED SERVICES FOR BEGINNERS CONFERENCE
Sumit Mitra - Chief Executive Officer, TESCO Global Business Services

·       Choosing the right operating model that fits your business needs: a deep dive into various operating models

·       Defining scope and identifying responsibilities right from the beginning to have a clear role split between the shared services and retained organisation

·       Discover the “need to knows” for location strategy: understand your new market, the talent capabilities and the opportunities for future growth

·       Establish a clear roadmap for change, clarity and vision for your transformation

·       Navigating the initial technological implementation: where do you start?

·       Focusing on service excellence and customer-centricity to build your competitive edge

img

Sumit Mitra

Chief Executive Officer
TESCO Global Business Services

WORKSHOP B

8:30 am - 10:00 am Global Process Ownership - Delivering Enhanced Value with the “End-to-End” Process Experience
Dan French - CEO, Consider Solutions
Steve Fox - Process Excellence Leader, Consider Solutions
Harvey Campbelton - Shared Services Business Partner, Consider Solutions

Sharing Best Practices with interactive discussions and exercises, this workshop will challenge and inform GBS leadership, current or aspiring Global Process Owners (GPOs) and Service Delivery leaders with practical models and tools to enhance end-to-end process alignment, innovation and experience across the organization.  

The workshop will cover:

·       “End to End” Process Context  

·       “Shift Left” Thinking & Behaviours

·       Process Ownership vs Process Enablement

·       Expectations, Barriers to Success

·       “What Does GOOD Look Like”

·       End to End Processes, WIIFM, Defects and Customer Experience (CX)

·       The Stakeholder “Coalition”

·       Stakeholder Segmentation, Communication, Cadence 

·       The “End to End” Process and “Experience Ownership” Playbook

·       Summary & Conclusions 



img

Dan French

CEO
Consider Solutions

img

Steve Fox

Process Excellence Leader
Consider Solutions

img

Harvey Campbelton

Shared Services Business Partner
Consider Solutions

WORKSHOP C

8:30 am - 10:00 am Leveraging Automation and AI to Accelerate Cash Flow and Maximise Efficiency in Invoice-to-Cash Processes

This hands-on workshop is designed to offer key insights on streamlining and optimising the critical processes of converting invoices into cash to enhance the efficiency and effectiveness of this fundamental business cycle.

·       Understanding the flow of the process on your invoice to cash cycle to identify improvement opportunities

·       Leveraging automation to optimise invoice to pay processes

·       Examining and exploring the role of AI in the Invoice-to-Cash cycle

·       Exploring best practices for monitoring, analyzing, and managing outstanding invoices to accelerate cash conversion

·       Establishing effective performance metrics and KPIs to measure success and business outcome

·       Leveraging an integrated approach and platform to manage AR, Closing and Intercompany Financial Management seamlessly 



WORKSHOP D

8:30 am - 10:00 am From Cost-Cutting to Innovation: The Evolving Role of AP Automation in Shared Service Centers
Zach Low - Senior VP of Sales, Rossum
Ondrej Beranek - Executive Director, Veolia Support Services

Traditional Shared Service Centers (SSCs) were primarily focused on cost reduction and efficiency through process standardization and consolidation. Today, SSCs are embracing AI-powered automation technology and driving innovation to become strategic partners for their organizations. 


This workshop explores the critical question of whether tech or process should take precedence in this transformation. We will delve into case studies and best practices to uncover the winning strategies for evolving SSCs into innovation hubs. Plus, Rossum will bring one of its SSC customers to share best practices and the impact of implementing AI-powered transactional document automation.


  • Key trends in SSC operations: insourcing and 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 maximizes efficiency.
  • How accurate and powerful AI can act as a springboard to accelerate the evolution of SSCs
  • How will SSCs of the future will look like, and what role will they play


img

Zach Low

Senior VP of Sales
Rossum

img

Ondrej Beranek

Executive Director
Veolia Support Services

10:00 am - 10:30 am Networking Break

10:30-12:00 Workshops E-H

WORKSHOP E

10:30 am - 12:00 pm Getting Started on Your Digital Services Journey

Some of us are at the earliest stages of our GBS journeys. In addition to setting up delivery and operating model, understanding where to focus to developing a digital business service from the get-go is critical for long-term success. Gain important insights on the essential elements for success, and common pitfalls to avoid.

·       What do digital business services look like and what are the key areas to get started?

·       Standardise, optimise & integrate: identifying and overcoming potential roadblocks for different maturity levels

·       Understanding the capability gap and exploring best paths for achieving integrated and digital GBS



WORKSHOP F

10:30 am - 12:00 pm Re-thinking and Redefining FP&A Capabilities to Support Business Decision-Making, Build Trust, and Enable Long-Term Profitability
Christian Willenbruch - Finance Transformation Lead, EY

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



img

Christian Willenbruch

Finance Transformation Lead
EY

WORKSHOP G

10:30 am - 12:00 pm New Ways of Negotiating BPO Contracts to Drive Better Collaboration and Partnership

BPO and Outsourcing Partners have been a critical part of the Shared Services and GBS ecosystem. There are many factors to consider when it comes to choosing the right partners and models. This session will look to share experiences and key success factors for driving transformational outcomes from your BPO partnerships:

·       Understanding the business objectives and selecting the right service delivery model accordingly

·       Examining the systems, processes and data required to make sure they are fit for purpose

·       How to leverage BPO partners to drive end-to-end process efficiency

·       How do you expand into cutting-edge services around big data, analytics and other innovative solutions?

·       Developing and shaping centers of excellence to build capabilities



WORKSHOP H

10:30 am - 12:00 pm Establishing A Service Management Framework to Drive Next Level Shared Services Maturity


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




10:30 am - 12:00 pm INVITATION ONLY WORKSHOP: Master the Touchless Close: Redefine Your R2R Process

Shak Akhtar - General Manager, Finance Automation, Redwood

Rediscover the potential of your Record to Report (R2R) process at Redwood’s exclusive workshop, where the innovative concept of Touchless Close in R2R takes center stage. This is more than a learning opportunity – it's a chance to reimagine and revolutionize your approach to financial reporting. 

• Uncover real-world strategies to implement a highly automated, efficient R2R process that minimizes manual intervention. 

• Learn how to leverage automation for seamless integration with SAP, enhancing both accuracy and compliance. 

• Gain insights into how to transform your financial close process into a strategic asset through comprehensive automation. 

• Hear directly from Siemens and Forvia about their journey towards a Touchless Close. These real-world examples will provide a practical perspective on applying these techniques in your business. 

• Join us to revolutionize your approach to R2R and step into the new era of a touchless close. 

 



img

Shak Akhtar

General Manager, Finance Automation
Redwood

12:00 pm - 1:00 pm Lunch in the Expo Hall: Reconnecting with your GBS & Shared Services Friends

SSOW is BACK! After 2 years of not able to get together as a community, we are so excited to see all of you coming together ready for the BIG SSOW re-launch! Reconnect is a big theme and this is the very first opportunity during the week to reconnect with your friends, peers and partners!

We would love to raise a toast to all of you during the lunch and welcome you back and we can’t wait to embark on a rich week of learning, networking and reconnecting!