Category: Uncategorized

Chazey Partners, a practitioners-led global management advisory business and Shared Services Leadership Coalition, a non-for-profit organization, have successfully hosted a Federal Shared Services breakfast forum on Feb 24th 2017 in Washington D.C.

The event was dedicated to Shared Services practitioners from Federal agencies to discuss challenges and key success factors for implementing Shared Services in the public sector.  Phil Searle, CEO and Founder of Chazey Partners and Monica Ward, Director of Payroll & Benefits from Service New Brunswick (an internal multi-functional Shared Services organization for the Government of New Brunswick in Canada) have co-presented the case study of Shared Services strategy implementation and evolution in the Government of New Brunswick.  Following the case study, the audience were led to an interactive panel discussion facilitated by Robert Towle, Chazey Partners’ Managing Director of North America (East).  The panel comprised of distinguished Shared Services leaders in the U.S. Federal Government, including Beth Angerman (Executive Director, Unified Shared Service Management, GSA); Christopher J. Staton (Director of Financial Shared Services, OCFO, USDA), and David A. Vargas (Director, Human Resources Line of Business, OPM).

“The government has dabbled in Shared Services for several decades, and it’s encouraging that the government’s commitment and the level of interest in the industry and good government communities have been growing in recent years.  Driving change across the Federal enterprise is hard work, but it’s not rocket science.  We hope that programs like this breakfast forum hosted by Chazey Partners can help shine a light on the way forward and build confidence that the Federal Government is heading in the right direction,” commented by John Marshall, Founder and CEO of Shared Services Leadership Coalition.

“It is very encouraging to see so many attendees at this event. Shared Services is the new normal in the private sector and is growing in significance in the public sector.  Through years of engagements in the private sector and with government agencies at all levels, we have heard every objection and every excuse and have the knowledge, experience, and expertise to help advance this model and approach within the Federal Government”, commented by Phil Searle, “we are working hard to drive these initiatives in Washington by supporting and advising multiple Shared Services advocacy groups, including the Shared Services Leadership Coalition and the Partnership for Public Service’s Shared Services Roundtable.”

For more information about this Federal Shared Services breakfast forum, please click here.

If you would like to watch the video of the case study presentation at the event, please watch here.

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 

About Shared Services Leadership Coalition (SSLC)

The Shared Services Leadership Coalition (SSLC) is a Virginia-based, IRS-approved 501(c)(6) non-profit organization dedicated to accelerating implementation of shared services in the Federal Government to improve government efficiency and effectiveness. More information about SSLC can be found at: www.SharedServicesNow.org.

Itroduction

With challenges ranging from political and legislative considerations to cultural resistance, shared services implementations are quite complex in the public sector.

At this event, representatives from the Government of New Brunswick will examine the implementation and evolution of their shared services strategy.  This is an excellent example of an agency navigating these challenges and achieving the benefits of shared services in the public sector.

The session will also include a panel of distinguished shared services leaders in the U.S Federal Government discussing key success factors for implementation and lessons learned from their experience.

Agenda

8.00am Registration & Continental Breakfast on Arrival

8.30am Welcome – Rob Burton, Board Member, Shared Services Leadership Coalition

8.35am Case Study – An End to End Shared Services Implementation at Government of New Brunswick

• Monica Ward, Director, Payroll & Benefits, Service New Brunswick, Government of New Brunswick
• Phil Searle, Founder & CEO, Chazey Partners

9.20am Panel Discussions – Success Factors for Government Shared Services Implementation: People, Performance, Management and Technology

• Robert Towle, Managing Director North America (East), Chazey Partners (Moderator)
  
• Beth Angerman – Executive Director, Unified Shared Service Management, GSA
• Christopher J. Staton – Director of Financial Shared Services, OCFO, USDA
• David A. Vargas – Director, Human Resources Line of Business, OPM

9.50am Q&A

10.00am Closing

Click here to watch the live video of the presentiton from Monica Ward of Government of New Brunswick

To acess to the presentation of the event, please email sarahye@chazeypartners.com

Phil Searle, CEO and Founder of Chazey Partners, a practitioners-led global management advisory business specializing in Shared Services & Outsourcing and Business Transformation, was interviewed by Nearshore Americas, an online media focusing on outsourcing and shared services, about his perspectives on whether Trump’s protectionism affect the trend to offshore shared services.

Under the new administration of President-elect Donald Trump, it would seem likely that there will be an impact on the trend and economic rationale for moving jobs outside of the United States, either to an internal captive shared services center or to a third-party outsourcer.  But is that as likely an impact when considering the provision of business support services (such as Finance, HR, IT, Procurement and Customer Support) as compared to Manufacturing?  And indeed, how significant might that impact be?

Recently Phil Searle, CEO & Founder of Chazey Partners was interviewed by Nearshore Americas, an online media, about his thoughts on the potential impact on offshoring, and specifically nearshoring, of the upcoming change in administration in the United States.  “Trump is a businessman, and, at the end of the day, if a business decides for good economic reasons that it needs to lower its cost base by moving the provision of certain support services nearshore, then I think that is still going to happen…”, Phil commented in his interview.

Phil also mentioned in the interview that the “threat” comes down to potentially charging a 35% tariff to U.S. companies on parts and goods that are manufactured overseas and then brought back into the U.S. Therefore, the focus of comments and observations has therefore related more to manufacturing than services.

For more information about the interview, click here.

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.

Chazey Partners, a practitioners-led global management advisory business specializing in Shared Services & Outsourcing and Business Transformation, is proud to announce its sponsorship of the Shared Services Leadership Coalition (SSLC).

SSLC is a non-partisan, IRS-approved 501(c)(6) non-profit organization dedicated to advancing shared services in the Federal Government. It shares and supports the realization of the future Federal shared services marketplace envisioned by industry and government reform leaders and the Partnership for Public Service’s Shared Services Roundtable.

Phil Searle, CEO & Founder of Chazey Partners, said “We are honored to partner with the SSLC to help the Federal Government better leverage Shared Services and we are confident that our proven methodologies and decades of operational experience in government will support the goals of the SSLC and Federal Shared Services.”

This partnership is a demonstration of Chazey’s continuous effort to help public sector organizations strive for excellence through shared services. Chazey Partners will work together with SSLC to share its learnings and experience to help develop the future state of Federal Shared Services.  John Marshall, Founder and CEO of SSLC commented: “… sincere thanks to Chazey Partners’ Founder and CEO Phil Searle and Managing Director (East) Robert Towle for making this important relationship possible.

For more information about Shared Services Leadership Coalition, please visit its website www.sharedservicesnow.org 

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 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.

Esteban Carril and Ivan Carrillo of Chazey Partners Invited to Present at the Shared Services Section Launch Organized by Colombian Chamber of BPOs and Contact Centers

Chazey Partners, a practitioners-led global management consultancy firm specializing in business transformation, and Shared Services and outsourcing, were invited to present as Shared Services experts at an industry conference organized by Colombian Chamber of BPOs and Contact Centers early this year.

The event was to celebrate the launch of the Shared Services section under Colombian Chamber of BPOs and Contact Centers. Esteban Carril, Managing Director, and Ivan Carrillo, Senior Project Manager of Chazey Partners Latin America, joined the event and presented a workshop on key trends and best practices for shared services in Latin America.

Esteban Carril at the Costa Rica BPO Association

“It’s exciting to see how much efforts the government has been making to enhance Colombia’s capabilities of embracing more Shared Services organizations as part of their mission of exporting more services”, said Esteban Carril. “Since the set-up of our Colombian legal entity last September, we have been receiving greater demand from our clients who are either based in Colombia planning a Shared Services center or outside of Colombia choosing Colombia as their main destination for their Shared Services location.”

For more information about our Colombia office or our projects in Latin America, please contact us at colombia@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 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 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.

Chazey Partners, a practitioners-led global management consultancy firm specializing in business transformation, and Shared Services and outsourcing, is proud to assist Dos Pinos to open a new multifunctional Shared Services Center in Costa Rica.

Dos Pinos, the market leader in the production and distribution of dairy products in Central America, has recently acquired a mixed drinks plant, Bemix, as part of its strategy of business diversification. To enable the rapid development of the company, Dos Pinos has also endeavored to enhance its operation efficiency through building a new multifunctional Shared Services center (SSC). This SSC will be located in Belen de Heredia where Bemix is based, employing approximately 200 people to support company’s Finance, IT and HR processes.  According to a recent press release from Dos Pinos, the company stated “the two announcements are part of the competitive strategy of Dos Pinos in order to increase operational efficiency and quality of services.”

“We are thrilled to support Dos Pinos to build this new multifunctional Shared Services center”, says Esteban Carril, Managing Director of Chazey Partners Latin America. “Chazey’s rich experience gained from implementing numerous Shared Services projects in Latin America and also around the world, coupled with Dos Pinos’s strong leadership and excellent project team, would ensure the optimal results of this new Shared Services center”.

For more information about this project, please contact us at costarica@chazeypartners.com.

About Chazey Partners Inc.

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 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.

Chazey Partners brinda asistencia a Dos Pinos en la apertura de su nuevo Centro de Servicios Compartidos Multifuncional en Costa Rica

Chazey Partners, una empresa de consultoría global liderada por profesionales especializados en la transformación del negocio,  servicios compartidos y tercerización, se enorgullece en brindar asistencia a Dos Pinos para la apertura de su nuevo centro de servicios compartidos multifuncional en Costa Rica.

Dos Pinos, empresa líder de mercado en la producción y distribución de productos lácteos en Centroamérica, ha adquirido recientemente una planta de bebidas, Bemix, como parte de su estrategia de diversificación de negocios. Para permitir el rápido desarrollo de la empresa, Dos Pinos también se ha esforzado por mejorar su eficiencia operativa a través de la construcción de un nuevo centro de servicios compartidos (CSC) multifuncional. El nuevo CSC estará ubicado en la ciudad de Belén de Heredia, donde actualmente se encuentra Bemix, empleando aproximadamente a 200 personas para brindar servicios de Finanzas, Recursos Humanos y Tecnología. De acuerdo al reciente comunicado de prensa de Dos Pinos, la empresa ha indicado que “los dos anuncios son parte de la estrategia competitiva de Dos Pinos con el fin de aumentar la eficiencia operativa y la calidad de los servicios”. Para obtener más información acerca de este comunicado de prensa,  ingrese en el siguiente enlace:

“Estamos muy felices de apoyar a Dos Pinos en la construcción de este nuevo centro de  servicios compartidos multifuncional” menciona Esteban Carril, Director General de  Chazey Partners América Latina. . “la amplia experiencia de Chazey  obtenida en múltiples proyectos de Servicios Compartidos en América Latina y en todo el mundo en combinación con el fuerte liderazgo de Dos Pinos y su excelente equipo de proyecto, garantizarán óptimos resultados para este nuevo centro de servicios compartidos”.

Para obtener más información sobre este proyecto, póngase en contacto con nosotros a través del correo electrónico costarica@chazeypartners.com.

Acerca de Chazey Partners Inc.

Chazey Partners es una empresa global de consultoría de gestión de negocios liderada por especialistas.  Ofrecemos una riqueza única de experiencia,  empoderando a nuestros clientes para alcanzar la excelencia de clase mundial a través de la transformación del negocio, servicios compartidos, tercerización, habilitación tecnológica, mejoría de procesos y estrategia corporativa de optimización. Nos orgullecemos de haber construido y operado algunos de los mas prestigiosos e innovadores centros de servicios compartidos alrededor del mundo , así como haber implementado muchas soluciones de servicios altamente exitosas. Durante los últimos 20 años, hemos liderado numerosos programas a nivel mundial, en Estados Unidos, Canadá,  Latinoamérica,  Reino Unido, Europa Continental, Irlanda, India, Europa del Este, Singapur, Australia, China, Medio Oriente y África,

Nuestra experiencia abarca tanto al sector privado y público, aportando experiencia en una amplia gama de funciones de negocios, incluyendo Finanzas, Recursos Humanos, Tecnología y Compras.

Chazey Partners, a practitioners-led global management consultancy firm specializing in business transformation, Shared Services, and corporate strategy optimization, shares insights into developing holistic cybersecurity solutions for organizations.

“Technology is only one piece. Security, resilience, and assurance are founded on a solid operational infrastructure”, says Rob Serjeant, Chazey Partners’ Cybersecurity Practice Leader, who has extensive experience in Corporate Risk Management, Operation Integrity, and Information Assurance. Rob comments: “Chazey Partners defines business operations as 4 interdependent pillars that serve as the operational foundation of any organization. These are people, process, client service and technology. A strategic cybersecurity program needs to be an integrated solution linking security technology with organizational people, processes and client service in order to be effective”.

“Chazey Partners is uniquely positioned to partner with organizations globally to build resilience in the face of cyber threats”, says Phil Searle, CEO & Founder of Chazey Partners, “Our professionals have decades of business experience with all facets of operations, including deep operational experience in security, organizational resilience and business continuity. We provide this expertise to the benefit of our clients to ensure they have the appropriate holistic solutions to operate effectively in light of the threats posed by cybercrime. “

Learn more about Chazey Partners’ solution on Organizational Cybersecurity.

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 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.

Chazey Partners, a practitioners-led global management consultancy firm specializing in business transformation, Shared Services and outsourcing, and technology enablement, shares more insight about Business Continuity Planning importance and steps to an effective Business Continuity Planning.

Business Continuity Planning (BCP) is the process of planning to ensure that your operations can return to “business as usual” as quickly and painlessly as possibly in the event of a major disruption. BCP should be a consideration at all levels of the organization from strategic planning all the way down to your daily procedures. Due to the nature of Shared Services, Shared Services Organizations demand a higher level of BCP. “At Chazey Partners, we believe successful recovery from a crisis event depends on your people – not on your organization’s size, infrastructure, equipment, or technologies”, says Chas Moore, Managing Director of Canada.

Chazey Partners was engaged by University of California UCPath Center to develop a comprehensive Business Continuity Planning. Chazey Partners has delivered the plan with its own best spoke BCP approach illustrated as shown in the Figure below: Development, Approval and Implementation.

Learn more about Chazey Partners’ solution on Business Continuity Planning. 

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 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.

Chazey Partners, a practitioners-led global management advisory business specializing in Shared Services & Outsourcing, and Business Transformation, was pleased to sponsor the 2016 Financial Leadership Summit by FEI (Finance Executive Institute).  FEI is a leading association for senior level financial executives.

The Financial Leadership Summit provides essential leadership tools for senior-level financial executives, focusing on the daily challenges facing financial executives with an agenda comprised of in-depth presentations, respected speakers and multiple networking opportunities.

Phil Searle, Founder and CEO of Chazey Partners Inc., joined Doug Ferraro, CEO of Bellco Credit Union in a live interview led by J. Mark Myers, Senior Account Manager of CFO Business Strategies, Inc. The session was titled ‘Making the Leap from CFO to CEO’ and focused on how to build on the strengths gained from a career in finance in making this transition. Mr. Searle, a long-time member of FEI, shared his experience in making this challenging leap and provided the attendees with insights and advice to help them make the transition.

Phil is a globally recognized expert in business transformation, Shared Services, offshoring, and outsourcing. Prior to Chazey Partners, he was Group Vice President and CFO of Cendant TDS’s International Markets Division. Before Cendant, he was VP Finance and Corporate Controller at 3Com Corporation, where he headed the Corporate Controller Function and the Worldwide Shared Finance Services team

If you would like to know more about the FEI Summit

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.