admin, Author at Chazey Partners

2018 California Higher Education Collaborative Conference

Chazey Partners is proud to be the sponsor of 2018 California Higher Education Collaborative (CHEC) Conference being held October 1-3, 2018 at the Sonoma State University campus. This marks our 6th year consecutive support to this event since it was first convened in 2013.

This conference, with a theme of New Opportunities – Common Challenges, convenes administrative leaders and professionals from the three segments of California public higher education, to encourage the exchange of ideas and practices, which may improve administrative performance, service, and outcomes.

Phil Searle, CEO & Founder of Chazey Partners, received the “Leader of Change” award from the CHEC Conference Planning Committee at the event’s evening reception, on October 1st, 2018.

Picture: Phil Searle (holding the award) with Cathy O’Sullivan, together with Mike Redmond (to the right of Phil) and Jorge Burwick (to the left of Cathy) of the California Higher Education Collaborative (CHEC) Conference Planning Committee

For more information about the award and the event, please click here.

2nd California Shared Services & Outsourcing Week Autumn

Shared Services & Outsourcing Week (SSOW) has established a reputation as the world’s largest and longest running event for Shared Services, Outsourcing, Transformation & GBS professionals! The SSOW Autumn event aims to bring the SSOW event series to the west, gathering shared service, outsourcing and global business professionals take their organizations beyond cost-savings and efficiency.

Chazey Partners is proud to be a partner and sponsor of the event this year again. We will be leading a workshop which offers you strategic approaches, actionable tips, interactive discussions and recent case studies.

Workshpo E: 4:15 PM – 5:35 PM, Sept 24

How To Determine If & When Your Intelligent Automation (IA) Initiatives Might Be Ready For A Center Of Excellence (COE)

There is certainly a lot of value in establishing a CoE for organizations with robust IA initiatives. However, how do you determine if your organization’s IA program is in need of a CoE – now or in the future? In this session, we will discuss such matters as:

Assessing your IA program’s envisioned short and long-term objectives
Evaluating your IA program’s scope, human capital and IT infrastructure capabilities – where it is now and where it may be in the future
Regulations your organizations must keep top of mind – and if a CoE would assist with managing these matters
Governance, PR, media relations & marketing

Presenter: Phil Searle, Founder & CEO, Chazey Partners

For more details about the event, please visit 2nd California Shared Services & Outsourcing Week Autumn

Chazey Partners Shares Key Steps to Implement Robotic Process Automation for Shared Services Organizations

Chazey Partners, a global management consulting firm specializing in Shared Services, Business Transformation and Robotic Process Automation (RPA), recently conducted a workshop focused on Robotic Process Automation implementation strategy for Shared Services organizations (SSOs) at Shared Services & Outsourcing Network’s 12^th annual Shared Services & Outsourcing week Latin America in Miami.

According to SSON Analytics, only 8% of SSOs in LATAM have not yet started their RPA journey. As a Shared Services Organization in Latin America, where do you stand on the journey to Robotic Process Automation (RPA)? Transform or lag behind? Craig Ackerman and Esteban Carril of Chazey Partners, shared their viewpoints and experience on how to build an RPA strategy for an SSO operation at this workshop. It addressed four key parts of this strategy including: 1) identify and assess opportunities for automation; 2) develop the operating model and governance structure; 3) collaborate with appropriate partners including business units and IT; 4) deploy and maintain ‘bots’.

“Robotic Process Automation has become the latest proposition to promise a quantum advance for Shared Services. It introduces greater speed, efficiency, standardization, and accuracy to the repetitive high volume rules based tasks. However, RPA can’t be used as a tool to ‘fire off all over the place’ in an uncontrolled fashion. The old adage that we should not automate a bad process is still true. In addition, we strongly recommend organizations to deploy a digital transformation strategy to ensure the technology is implemented responsibly and effectively. It requires a formal structure, centralized control, strong governance, approved business-cases and a long-term roadmap,” commented Craig Ackerman, Global Head of RPA, Chazey Partners.

“RPA is increasingly becoming a critical part of the conversation for shared services leaders in Latin America. We are excited to share our experience gained through real-life implementations to support SSOs in Latin America to navigate the RPA journey successfully and start to reap the benefits of this incredible Robotics solution,” said Esteban Carril, Managing Director of Latin America, Chazey Partners.

(The Chazey Team at the SSOW LATAM 2018)

To download a copy of the presentation deck, please click Build an RPA Strategy for Your SSO Operations.

>> Learn more on Chazey Partners Robotic Process Automation solution.

Media Contact – sarahye@chazeypartners.com

12th Latin America Shared Services & Outsourcing Week

Celebrating its 12th iteration, Shared Services & Outsourcing Week Latin America gathers global SSO leaders in the region to share innnovative approaches and transformation strategy and take a deep into cultural change and digital disruption in the Shared Services space.

Echoing to this year’s main theme of digital disprution, Chazey Partners is delighted to be invited to present a workshop at the event.

11.30am – 1.30pm, Aug 20th, Monday, Workshop B

Build an RPA strategy for your SSO operations

Identify adn assess opportunities for automation
Develop the operating model and governance structure
Collaborate with appropriate partners including business units and IT
Deploy and maintain ‘bots’

Presenters

>> To gain a copy of the presentation deck, please email sarahye@chazeypartners.com

>> View Chazey Partners’ Robotic Process Automation solution and capabilities

2018 Intelligent Automation Week Chicago

IQPC’s 2018 Intelligent Automation Week Chicago conference brings together automation leaders across all industry, functions and maturity levels to address opportunities and challenges in implementing and scaling up Robotic Process Automation solutions.

Chazey Partners is proud to be the partner and sponsor of the event this year. We will be leading a two-hours long workshop which offers you strategic approaches, actionable tips, interactive discussions and recent case studies.

8:30 am – 10:15 am, July 30th, Monday, Workshop B

ESTABLISH & MANAGE A BEST IN CLASS INTELLIGENT AUTOMATION CoE (CENTER of EXCELLENCE)

Is your organization evaluating the need to establish a CoE for your IA program, and/or would like to increase its effectiveness? If so, then this deep dive CoE session is a perfect way to learn more about how to do just that. In this session, we will discuss:

Various CoE models, such as: hybrid, functional, etc.
How to establish (or enhance) an effective governance and centralized structure to support your organization’s intelligent automation CoE
Effective CoE and governance process models
Risk, Controls & Audits
Chargeback models and would they work for your CoE
Methods to successfully develop and manage effective change management initiatives – and effective PR, marketing and communication plan.

Speaker: Craig Ackerman, Global Head of RPA, Chazey Partners

>> To gain a copy of the presentation deck, please email sarahye@chazeypartners.com

>> View Chazey Partners’ Robotic Process Automation solution and capabilities

Chazey Partners to Chair and Present at Shared Services & Outsourcing Week Europe Digital Conference 2018

Chazey Partners, a global management consulting firm specializing in Shared Services, Business Transformation and Robotic Process Automation (RPA), was once again invited to chair and present at SSON’s 2^nd annual Shared Services & Outsourcing Europe Digital Conference 2018, which is the digital version of SSON’s flagship event held in Lisbon Portugal in May 2018.

The Shared Services and Outsourcing Network (SSON), the largest and most established community of shared services and outsourcing professionals in the world, has launched the digital event of its flagship events of Shared Services & Outsourcing Weeks globally last year. These digital events are complimentary and provide attendees the opportunity to hear about all the latest insights and trends from industry-leading speakers while at the comfort of their own desk.

At this year, the European digital event will include presentations of award-winning case studies and cutting-edge approaches on key topics including harnessing Intelligent Automation from concept to implementation, driving Shared Services Strategic Value, exploring Block Chain, transforming global payroll, and many more. The event features Shared Services industry leaders from well-known organizations including Siemens Shared Services, Bose, AkzoNobel Global Business Services, Honeywell, and P&G.

Chazey’s CEO & Founder, Phil Searle, will be once again chairing the event and Craig Ackerman, Chazey’s Global Head of RPA, will be presenting a session titled with “From start-up to scaling up – Developing a sustainable Enterprise-wide RPA operating model” (11.30am – 12.30pm, BT, 9th July, Monday).

To find out more details or to register at the event, please click SSOW Europe Digital 2018.

About Chazey Partners

Chazey Partners is a practitioners-led global management consulting and advisory services firm. We bring a unique blend of real life, practical, hands on experience, empowering our clients to strive for world class excellence through Shared Services, Business Transformation and Intelligent Automation. We pride ourselves in helping businesses and public sector organizations achieve operational excellence in the delivery of mission-critical business services; including Finance, HR, IT, Procurement, Facilities Management, Customer Helpdesk, and many other support services. For over twelve years, Chazey Partners has helped our clients implement successful service delivery solutions; in the US & Canada, Latin America, Europe, Middle East, Africa, Oceania and Asia.

2018 Intelligent Automation Week Chicago

8:30 am – 10:15 am, July 30th, Monday, Workshop B

ESTABLISH & MANAGE A BEST IN CLASS INTELLIGENT AUTOMATION CoE (CENTER of EXCELLENCE)

Various CoE models, such as: hybrid, functional, etc.
How to establish (or enhance) an effective governance and centralized structure to support your organization’s intelligent automation CoE
Effective CoE and governance process models
Risk, Controls & Audits
Chargeback models and would they work for your CoE
Methods to successfully develop and manage effective change management initiatives – and effective PR, marketing and communication plan.

Speaker: Craig Ackerman, Global Head of RPA, Chazey Partners

>> To gain a copy of the presentation deck, please email sarahye@chazeypartners.com

>> View Chazey Partners’ Robotic Process Automation solution and capabilities

SSON and Chazey Partners Release Global Business Services Report: GBS – Transformation Driver & Digital Enabler

Chazey Partners, a global management consulting firm specializing in Shared Services, Business Transformation and Robotic Process Automation (RPA), has partnered with the Shared Services & Outsourcing Network (SSON) to produce a Global Business Services (GBS) report, which delineates the current state of Global Business Services (GBS) and details the most detailed picture yet of the present-day GBS landscape.

Over many years, the Shared Services model has proven to be an effective means of delivering standardized, high quality and cost-effective business support services. Leading practices Shared Services organizations have evolved the model into a more holistic, end-to-end, globalized and enterprise-wide support offering. This has enabled the realization of even greater benefits, including tightly aligned support for the strategic mission of the enterprise, truly standardized and automated end-to-end processes, and better leverage and use of data and analytics. This has come to be known as the Global Business Services model.

The Shared Services and Outsourcing Network (SSON), the largest and most established community of shared services and outsourcing professionals in the world, surveyed some leading GBS organizations in late 2017 to identify why they chose a GBS strategy, how they have structured it, the advantages it yields, how it is supporting transformation, and why it is a good enabler of data analytics and intelligent automation. Chazey Partners supported the report based on its team’s first-hand experience as shared services practitioners and proven transformation approach, that has been adopted by many businesses around the world.

Phil Searle, CEO & Founder of Chazey Partners, said: “We are delighted to partner with SSON to produce such a timely and valuable white paper. A GBS model can certainly deliver both strategic and operational benefits far beyond that of a more traditional Shared Services model. Yet to achieve its full potential, organizations implementing a GBS model must overcome numerous challenges such as internal politics, functional silos, multiple technology platforms, bureaucratic decision-making, resource limitation, and cross-enterprise process ownership”. Phil further added, “Even if a ‘fully implemented’ GBS model is not readily attainable or is perhaps not suitable for the enterprise today, by striving for a level of ‘globalization’, organizations can still reap the benefits from the GBS model in a way that is practical, relevant, appropriate and achievable.”

Barbara Hodge, Chief Editor of SSON, commented: “Chazey Partners has been a trusted and valued strategic advisor to SSON for more than 12 years. The firm’s first-hand experience as former Shared Services practitioners and its innovative thinking have encouraged us to again work with them to produce this report. Some of Chazey’s leading partners offered their insightful viewpoints on key aspects of the GBS model, such as Robotic Process Automation, Services Management, Reporting Structure & Governance, and Global Process Ownership. I firmly believe this GBS report will benefit SSON’s members significantly.”

Download the report of Global Business Services – Transformation Driver & Digital Enabler

About Chazey Partners

Chazey Partners named to list of “20 Most Promising Robotics Solution Providers”

Chazey Partners, a global management consulting firm specializing in Shared Services, Business Transformation and Robotic Process Automation (RPA), is proud to announce that it has been listed by CIOReview magazine as one of the 20 most promising Robotic solution providers of 2018.

CIOReview is a technology magazine at the forefront of guiding organizations through the continuously disruptive technology landscape, enabling enterprises to redefine and realign their technology, processes and operating models to support the needs of tomorrow. To help companies understand the RPA solution provider landscape, the CIOReview editorial board, along with a panel of prominent CEOs, CIOs, VCs and analysts, assessed several Robotics solution providers and produced a list of the 20 most promising providers in 2018. Chazey Partners’ significant, practical experience and its proven transformation methodology and approach to RPA implementation combined for a top 20 ranking.

Founded in 2006, Chazey Partners operates across the globe, with regional offices in 12 countries. The company supports public and private sector clients with shared services, business transformation, technology enablement and digital transformation. Its integrated Robotic Process Automation solution offers clients a range of RPA services, including RPA assessment, RPA Proofs of Concept, vendor selection, RPA business case and roadmap, RPA Center of Expertise design and implementation, and RPA development, testing and training.

RPA is a software solution, commonly referred to as “bots”, which mimic or automate tasks normally performed by humans interacting with data between systems. As organizations continuously strive to achieve more streamlined operations and leverage the significant volume of data available today, RPA is one of the latest automation propositions that promises a quantum improvement in the quality and efficiency of business processes and service delivery.

Phil Searle, CEO & Founder of Chazey Partners, said: “We are delighted to have received such recognition in the field of Robotics. At Chazey, we often describe the rise of Robotic solutions as the Robotic Arbitrage opportunity. The potentially significant efficiency and quality benefits that can be derived from appropriately implemented RPA is disrupting delivery capability and indeed entire industries.” Phil further commented: “As former practitioners, Chazey is well positioned to help our clients understand and leverage robotics and Intelligent Automation.”

Craig Ackerman, Global Head of RPA, Chazey Partners, explained: “Automation and digitization are becoming more and more of an organizational imperative for businesses everywhere. However, as with any change, implementing RPA still needs proper planning, engagement with key stakeholders, clear management of change and human resources, all supported by new operating models and frameworks in order to function optimally. Business are going to quickly fall behind in this technology revolution if they do not have a trusted partner to help understand, assess and implement RPA”.

Click to learn more information on Chazey Partners’ Intelligent Automation solutions.

For more information on CIOReview Magazine’s Robotics edition, please visit https://magazine.cioreview.com/magazines/May2018/Robotics/

About Chazey Partners

Chazey Partners Executives to Lead a Workshop on Intelligent Automation Initiatives CoE at a Leading Shared Services and Outsourcing Event

Chazey Partners, a global management consulting firm specializing in Shared Services, Business Transformation and Robotic Process Automation (RPA), will be hosting a pre-conference workshop, at 2018 Shared Services & Outsourcing Week Orlando on March 19. Craig Ackerman, Global Head of RPA at Chazey, will discuss the capabilities of RPA in the shared services industry, provide details on how to determine If & When an Intelligent Automation (IA) initiatives might be ready for a Center of Excellence (CoE).

RPA is a software solution, commonly referred to as “bots”, which mimic or automate tasks normally performed by humans interacting with data between systems. As organizations continuously to strive to achieve greater efficiencies and more streamlined, RPA has become the latest proposition to promise a quantum advance particularly for Shared Services. Over the years a good number of a PRA software providers having emerged with an ongoing influx of new entrants and integrated implementation partners. Organizations have started to embrace RPA in a more informed way and the conversations around it have progressed from “how do we get started?” to “how do we scale IA for enterprise value?” However, many organizations are still implementing RPA /IA as siloed projects rather than as part of a broader transformation, guided by a digital strategy and vision and supported by an enabling infrastructure.

Craig will lead a workshop focused on RPA transformation roadmap and determining If & When an Intelligent Automation (IA) initiatives might be ready for a Center of Excellence (CoE) during the pre-conference workshop at Shared Services & Outsourcing Week Orlando conference. The two-hour workshop will explore matters as assessing IA program’s envisioned short and long-term objectives, evaluating IA program’s scope, human capital and IT infrastructure capabilities, and regulations that organizations must keep top of mind.

“As with any change, implementing RPA still needs proper planning, engagement with key stakeholders, clear management of change and human resources, all supported by new operating models and frameworks in order to function optimally”, said Craig Ackerman of Chazey Partners, “With more than a decade of experience in implementing and optimizing shared services operations via technology enablement around the world for leading global enterprises, we understand the levers that need to be pulled to not only successfully deploy RPA in shared services, but also ensure it’s delivering meaningful business impact”.

SSON’s 22^nd Annual Shared Services & Outsourcing Week is regarded as THE world’s largest and longest running event for Shared Services, Outsourcing, Transformation & GBS professionals. The conference will be taking place March 19 – 22 in Orlando, gathering hundreds of executives to explore the future trends of shared services and embrace innovative.

For more information on Chazey’s workshop at the event, click the event page.