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Chazey Partners, a practitioners-led global management advisory business, has recently sponsored and presented at the Intelligent Automation Chicago Conference 2017, organized by Shared Services & Outsourcing Network (SSON).  During the event, Chazey led a workshop on ” Robotic Process Automation (RPA) 101: Identify, Prioritize & Implement a Successful Intelligent Automation Pilot Program”.  The workshop was highly regarded by the attendees. Guy Kirkwood from UiPath particularly commented on this workshop at his twitter feed, saying “… an excellent workshop from Chazey Partners…”

A the workshop, Phil Searle, CEO of Chazey Partners, took the attendees through the definitions, context and evolution of RPA and IA that leaders need to understand before embarking on an IA initiative. The workshop also presented a simple demonstration of RPA and ended with IA case studies showing how automation can be leveraged, including in the most “barren” technology landscapes.

“Numerous speakers throughout the conference echoed our workshop’s message about the need for conducting a proper Automation Assessment, as well as the benefits of building an Intelligent Automation Roadmap”, said Phil, “Plus, multiple automation providers recommended using an implementation partner like Chazey to support organization’s Intelligent Automation transformation.  We look forward to discussing with more organizations to share how we can help achieve them quicker.”

Chazey Partners has provided guidance and support for shared services and technology enablement initiatives for over 20 years, both as practitioners and as consultants, with successful projects across nearly all industries.  With clients like Coca-Cola, Gilead Sciences, First Data, Panasonic, Bridgestone, Aeromexico, HP and many more, Chazey leverages their experience and partner with clients to achieve sustainable solutions that effectively support their clients organizations’ unique transformation needs.

To read more information about the conference, please click here.

To access to Chazey’s workshop presentation material at this event, please contact sarahye@chazeypartners.com

About Chazey Partners

Chazey Partners is a practitioners-led global management advisory business.  We bring together a unique wealth of experience, empowering our clients to strive for world-class excellence through Business Transformation, Shared Services & Outsourcing, Technology & Automation Enablement, Process Enhancement and Corporate Strategy Optimisation. We pride ourselves in having built, operated and turned around some of the world’s most highly commended and ground breaking Shared Services Organisations, and for implementing many highly successful multi-sourced (shared services and outsourced) delivery solutions. Over the last 20 years, we have delivered numerous programs globally, in the US, Canada, UK, Continental Europe, Ireland, India, Eastern Europe, South America, Singapore, Australia, China, Middle-East and Africa.

Our experience covers both Private and Public Sectors, providing expertise in a wide spectrum of business functions, including Finance, HR, IT and Procurement.

Robots are coming and it’s exciting!  While Intelligent Automation (IA) processes, including Robotic Process Automation (RPA), Cognitive and Artificial Intelligence (AI), present some great opportunities, there are is also a lot to learn and challenges to overcome.

Chazey Partners is pleased to announce our sponsorship of the 2017 Intelligent Automation Conference in Chicago on July 31st – Aug 2^nd.  At the event, we will be presenting a workshop on “RPA 101: Identify, Prioritize & Implement a Successful Intelligent Automation Pilot Program” (9am, July 31st).

The workshop takes you through the definitions, context and evolution of RPA and IA that leaders need to understand before embarking on an IA initiative.  We will demonstrate tools to prioritize and plan for those opportunities, so that you can gain the support of management and move forward with a successful implementation.  We will finish the workshop with IA case studies showing how automation can be leveraged, including in the most “barren” technology landscapes.

If you would like to get a copy of the workshop presentation slide deck, please contact us.

For more details of the conference, please click here

Phil Searle, CEO and Founder of Chazey Partners, a practitioners-led global management advisory business, was honoured to chair and present at the inaugural Shared Services & Outsourcing Week (SSO Week) Europe Digital 2017 from 10th July – 12th July 2017, organized by Shared Services & Outsourcing Network (SSON). During the three-day event, Phil reviewed the delivered sessions from the recent SSO Week Europe event, which was held in May in Manchester, UK.

This digital event consisted of ten sessions presented by numerous senior Shared Services leaders, covering key subjects on Robotics and Intelligent Automation; Strategic value through data analytics and value-added services; Global Business Services (GBS); Global Process Ownership (GPO); Digitisation and optimisation; Leadership transformation and the future workforce.

As the chairman of the event, Phil kicked off the conference with opening remarks, chaired each presentation and panel discussion, and then closed the event with some of his highly informative takeaways. “I am honoured to chair this event and have the opportunity to share my thoughts with so many Shared Services professionals. The concepts of Shared Services have been in practice for around 30 years now and continue to evolve. We are again entering a new era with numerous factors creating uncertainty but also opportunity”, said Phil.

At the event, Phil also delivered a session on the latest trends in Shared Services and Robotic Process Automation (RPA) implementation, together with Daniel Lawrence, Managing Director of Chazey Partners Europe. “The Intelligent Automation and Robotics wave is real and significant. The key is to make sure that solutions chosen are relevant, practical and appropriately planned for and implemented, and that any RPA vendors selected are the right ones for your enterprise and automation strategy”, commented Daniel.

“We would like to thank Phil and his team for doing such a tremendous job as our ‘Digital Chairman’ at the SSO Week Europe Digital 2017. The deep industry expertise that Phil brought to the role raised the entire series – his thoughts pre and post each session were insightful and evoked multiple perspectives in discussion topics whilst demonstrating the highest level of thought leadership. The Chairman’s takeaways are a great way of rounding off the whole series as a single source of the key headlines and learnings from each of the conference sessions”, commented Rochelle Hood, Global Head of Customer Analytics and Research, SSON.

To download a copy of the Chairman takeaways report, please click 2017 SSO Week Europe Digital Chairman Takeaways – Chazey Partners.

For more information, please contact sarahye@chazeypartners.com.

Chazey Partners, a practitioners-led global management advisory business and JPD Financial, have successfully hosted a Shared Services Roundtable in London Ritz Hotel on 28^th June 2017.  The event was very well attended with senior executives from Shell, AXA Partners, GSK, and many other organizations.

The event focused on the value and significance of offshoring and the impact of some of current events like Brexit, Trump and disruptive technologies like Artificial Intelligence and Robotics.  At the Roundtable, Phil Searle, CEO and Founder of Chazey Partners kicked off the discussion with an informative opening session on the latest trends of Shared Services & Outsourcing.  The event continued a discussion providing perspectives and thoughts from many of the event attendees as well as a group of distinguished panelists from variety of industries. Panelists included Jim Foster (CFO EMEA at First Data), Fraser Kirk (VP of Global HR Shared Services at Brambles) and Nick Hunt (Managing Director of Europe at JPD Financial).

Following the group discussions, Daniel Lawrence, Chazey Partners’ Regional Director for Europe delivered a session on Robotic Process Automation including a demonstration of actual ‘Robots’ activities in common Shared Services processes.  This Roundtable event started with a three-course lunch and ended with a drink reception where networking and discussions were carried on.

“We are delighted to co-host this event with JPD Financial and have the opportunity to discuss such important topics with many distinguished professionals”, said Phil Searle, “The concepts of Shared Services has been in practice for around 30 years now and continue to evolve.  We are again entering a new era with numerous factors creating uncertainty but also opportunity.  Despite the changing environment, it is still critical to balance the four critical success factors of people, process, client and technology for any business transformation or Shared Services operations.”

For more information about this event, please click here.

If you would like to receive the presentations at the event (complimentary), please simply email sarahye@chazeypartners.com to gain a copy of it.    

About Chazey Partners

Chazey Partners is a practitioners-led global management advisory business.  We bring together a unique wealth of experience, empowering our clients to strive for world class excellence through Business Transformation, Shared Services & Outsourcing, Technology Enablement, Process Enhancement and Corporate Strategy Optimization. We pride ourselves in having built, operated and turned around some of the world’s most highly commended and ground breaking Shared Services Organizations, and for implementing many highly successful multi-sourced (shared services and outsourced) delivery solutions. Over the last 20 years, we have delivered numerous programs globally, in the US, Canada, UK, Continental Europe, Ireland, India, Eastern Europe, South America, Singapore, Australia, China, Middle-East and Africa.

Our experience covers both Private and Public Sectors, providing expertise in a wide spectrum of business functions, including Finance, HR, IT and Procurement. For more information, please visit our website at www.chazeypartners.com

In the days of Brexit, Trump and disruptive technologies like Artificial Intelligence and Robotics, is there still value in offshoring services and jobs to lower cost locations, either through internal shared services or working with a third-party provider?

Chazey Partners is partnering with JPD Financial to bring you an exclusive event on this topic at the Ritz Hotel London.  The event will include a complimentary lunch, informative sessions and a drinks reception.  We invite you to join us to hear expert perspectives and be a part of the debate!

Topics to be discussed:

• The Latest Trends in Shared Services, Outsourcing and Offshoring
• Exploring RPA Potential in Shared Services: Insights and discussion to help decoding the RPA phenomenon and its potential for enabling transformation
• Interactive Panel Discussion on Experiences, Perspectives and Predictions on the Potential Impact of “Nationalism” and “Protectionism”

Location

The Ritz Hotel London, 150 Piccadilly, London, UK W1J 9BR

Click here for the location map

For more information about the event, please contact sarahye@chazeypartners.com

Chazey Partners is pleased to announce our sponsorship of the 17^th Annual Shared Services for Finance & Accounting event!

This event brings together Executives, Controllers, Treasurers, Global Process Owners and Directors from all over to learn about the newest and greatest practices and techniques to Simply, Standardize, Centralize and Optimize finance and accounting operations.

Phil Searle and Robert Towle will be leading a workshop at the event.

Panasonic North America – How to Improve Customer Satisfaction of Existing Shared Services

Despite several years of consolidation and cost reduction from operating a shared services model for a variety of functions, including Finance and Administrative, internal “customers” at Panasonic were still dissatisfied with many components of the services provided.  In this session, we will explore how Panasonic used the 9 elements of the “Customer Interaction Framework” to determine the reasons for the disapproval and how they were able to improve customer satisfaction through the implementation of the missing components.

To access to the event presentation, please contact sarahye@chazeypartners.com

In order to support Chazey Partners’ continued growth in Latin America, we are delighted to announce that we have established a new legal entity in Argentina.  This decision will consolidate our presence in the region to provide better support to our customers and further enhance our global footprint.

Starting today, customers in Argentina are able to contract our services directly from Argentina, with recognized Shared Services professionals in Argentina backed by decades of experience and a solid and proven methodology of work.

“This office in Argentina is our fifth office in Latin America after Mexico, Brasil, Colombia and Costa Rica. It is an important and exciting part of Chazey Partners’ ongoing globalization and our commitment to support our clients’ increasing investment in the region,” said Phil Searle, Founder and CEO of Chazey Partners.

“Argentina has been one of the traditional Latin America destinations for many multinational companies to set up their Shared Services organizations. We are confident that the new political and economic environment is great momentum for many regional and domestic companies to ramp up their shared services initiatives to increase efficiency and optimization. Establishing a new office is a key step for Chazey Partners’ Latin America efforts that will further enable us to get closer to our clients”, said Esteban Carril, Chazey’s Managing Director for Latin America.

With our unique wealth of expertise, tools and methodologies, Chazey Partners has already engaged many leading organizations in Latin America, including Aeromexico, Grupo Bimbo, Belcorp, Gerdau, Dos Pinos, Bridgestone, Ledesma and many others.

If you have any comments or thoughts on our operations in Argentina or would like to discuss how we might be able to assist you, please do not hesitate to contact Esteban Carril, Managing Director of Chazey Partners Latin America at estebancarril@chazeypartners.com.

Chazey Partners is pleased to announce its sponsorship at the 17th Annual Shared Services & Outsourcing Week Europe, the longest running and largest event in Europe for Shared Services, outsourcing, transformation and GBS professionals.

We are excited to be presenting at the event by hosting a Mid-Cap Masterclass:

Making Shared Services Work No Matter Your Size

As a mid-size company you may ask “Does size matter when it comes to success with Shared Services? Don’t you need to be a large company to achieve economies of scale through ‘centralization’ which is a key benefit from reorganizing into Shared Service Centers? Doesn’t scale mean that one has a better position when negotiating with potential third parties such as purchasing new technology enablers or considering outsourcers?”  The truth is that smaller size companies can also capitalize on Shared Services to achieve the triple benefit of cost savings, higher quality of service and improved control environment by leveraging the approach, principles and tools of Shared Services. And many of these are not “scale dependent”.

This in-depth Master Class offers you case studies, best practices, and proven and tested implementable approaches through a mix of presentations, panel sessions, roundtable discussions and interviews. Chazey Partners’ Founder and CEO, Phil Searle and Managing Director, Robert Towle, will be leading this masterclass.

To access to the event presentation, please contact sarahye@chazeypartners.com

For more information about the event, please visit the event website.

Robert Towle of Chazey Partners, a practitioners-led global management advisory business, specializing in Shared Services and business transformation, was invited to attend an off-the-record Roundtable discussion on Federal Shared Services organized by the Oversight and Government Reform Committee of the U.S. House of Representatives on March 30th 2017.  Robert was one of Shared Services professionals from the private sector exclusively invited to join this Roundtable.

The purpose of the Roundtable was to explore the private sector experience and adaptability of the business model to the government.  The discussion covered a wide range of topics, tapping into key issues such as governance, capacity, standardization, investment capital, among others.  The Committee members and staff were given an unfiltered, leading edge feel for the value proposition and implementation challenges.  It’s unclear what will come next, but the Roundtable is a promising sign of growing Congressional interest and potential for increased oversight and/or legislation to accelerate recent progress and benefits realization.

“We are honored to be invited to join this Roundtable and to share our Shared Services experience in the private sector and with government agencies at all levels.  There is no doubt that implementing  Shared Services in Federal government has some unique challenges, however, Federal Shared Services adoption could be improved and expedited through impassioned leadership and an effective partnership between the public and private sectors”, commented by Robert Towle, COO of Chazey Partners.

About Chazey Partners

Chazey Partners is a practitioners-led global management advisory business.  We bring together a unique wealth of experience, empowering our clients to strive for world class excellence through Business Transformation, Shared Services & Outsourcing, Technology Enablement, Process Enhancement and Corporate Strategy Optimization. We pride ourselves in having built, operated and turned around some of the world’s most highly commended and ground breaking Shared Services Organizations, and for implementing many highly successful multi-sourced (shared services and outsourced) delivery solutions. Over the last 20 years, we have delivered numerous programs globally, in the US, Canada, UK, Continental Europe, Ireland, India, Eastern Europe, South America, Singapore, Australia, China, Middle-East and Africa.

Our experience covers both Private and Public Sectors, providing expertise in a wide spectrum of business functions, including Finance, HR, IT and Procurement. For more information, please visit our website at www.chazeypartners.com