Manual
Defined
Managed
Optimized
Autonomous
Maturity Level 4: Optimized

Shared Services Optimization

Optimize your shared services organization for maximum efficiency and service quality. Whether establishing new shared services or optimizing existing ones, we drive cost reduction, consistency, and scalability across back-office functions.

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Key Capabilities

1

Shared Services Assessment

Evaluate which functions to centralize, the optimal organizational model, and the expected ROI from shared services consolidation.

2

Service Catalog Design

Define a clear service catalog with service levels, pricing models, and quality standards for each shared service offering.

3

Process Standardization

Standardize processes across business units before centralizing to ensure consistency and efficiency in the shared services model.

4

Technology Platform Optimization

Optimize the technology stack supporting shared services for automation, self-service, and analytics.

5

Continuous Improvement Programs

Build improvement programs within shared services that drive ongoing efficiency gains and service quality enhancement.

Implementation Roadmap

1

Assessment & Design

Evaluate shared services potential and design the target operating model.

2

Standardize Processes

Standardize and optimize processes before centralizing for maximum efficiency.

3

Migrate & Centralize

Execute phased migration of functions to the shared services organization.

4

Optimize & Mature

Continuously improve shared services performance and expand scope.

Use Cases

Finance Shared Services

Centralize AP, AR, GL, reporting, and financial planning across business units for 30-40% cost savings.

HR Shared Services

Consolidate payroll, benefits administration, talent acquisition, and HRIS management.

IT Shared Services

Centralize helpdesk, infrastructure management, application support, and security operations.

Procurement Shared Services

Consolidate vendor management, purchasing, and contract administration for volume leverage and consistency.

Tools & Technology

ServiceNow Workday SAP S/4HANA Oracle Cloud Salesforce Service Cloud Freshservice Power Platform

FAQ

Shared services typically deliver 25-40% cost reduction through consolidation, standardization, and automation. Additional savings come from better vendor leverage and reduced management overhead.
Finance (AP, AR, GL), HR (payroll, benefits, recruitment), IT (helpdesk, infrastructure), and procurement are the most common and successful shared services functions. Customer-facing functions are less commonly centralized.
Phased migration with parallel running, clear SLAs, dedicated transition teams, and robust communication plans prevent service degradation. We typically transition one function at a time.
Location strategy depends on cost objectives, language requirements, time zone coverage, and regulatory constraints. Many organizations use a hybrid model with a mix of locations for optimal balance.

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Our process optimization experts will analyze your current workflows and deliver a detailed improvement roadmap.

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