Tuesday, June 13th, 2017

10:30 AM - 11:30 AM Registration

11:30 AM - 11:45 AM Delegate & Solution Provider Orientation

11:45 AM - 12:00 PM Speed Networking

12:00 PM - 12:10 PM Chairperson's Opening Remarks

12:10 PM - 1:00 PM Keynote: The Next Generation of Shared Services

Tony Saldanha, Vice President, Global Business Services, Procter & Gamble
The same digital disruption forces that are acting on companies and work-processes, are dramatically changing the face of Shared Services of the future. The next generation of shared services leverage exponential technologies like AI, outcome-based work-process design and open ecosystems to deliver 50-90% efficiencies over current best-in-class shared services. Tony Saldanha shares how P&G is evolving its shared services to this next generation.
- At a minimum, Shared Services Leaders and executives can plan to leap-frog developments in creating/ optimizing services.
- CEO’s can strategize on how to drive disproportionate productivity gains using Shared Services.
- CEO’s/Executives may additionally leverage next generation shared services as a linchpin of their Digitization effort for the entire enterprise.


Tony Saldanha

Vice President, Global Business Services
Procter & Gamble

1:00 PM - 1:40 PM Global Business Services (GBS) Organizational Design: Structuring for High Performance

Erin Champlin, Vice President, Enterprise Business Services, Johnson & Johnson
Growth, innovation and value are driving mature SSOs to make the move towards global business services. Optimized processes, agility, greater cost savings and productivity are just the start! However, few companies have successfully integrated business services across all or most support functions into a true GBS organization. The industry has asked for more education on the topic. What do these multifunctional global business services look like? Does global apply to every process/function? When is it time to make the move? How do you make the move? How do you evaluate the culture and political landscape to ensure a successful transition? What key components are critical to success?

These are the questions this session sets out to address. In this presentation attendees will learn how to design GBS for high performance, by:

· Defining what GBS is and what it isn’t – a stand alone model or an evolution of shared services? Does global apply to every process/function?
· Understanding the fundamentals of GBS design, development and implementation
· Making the move from shared services to GBS - navigating the corporate landscape.
· Aligning GBS with leadership imperatives and corporate sponsorship
· Choosing the right structure and establishing governance
· Establishing a culture focused on continuous improvement
· Developing a service oriented mindset to improve customer experience
· Using technology, data analytics and automation to accelerate business insights and value based outcomes

Themes: GBS, process improvement, evolving shared services, data and analytics, change management, governance


Erin Champlin

Vice President, Enterprise Business Services
Johnson & Johnson

1:40 PM - 2:10 PM Business Meeting

2:10 PM - 2:40 PM Business Meeting

2:40 PM - 3:00 PM Networking Break

Sponsored by: Blue Prism

3:00 PM - 3:40 PM {Case Study} A Framework for Robotic Process Automation (RPA) Implementation in Shared Services - What Is It & How Do We Apply It? Governance is Key!

Samir Bagri, Director, Global Business Services (GBS) , Delphi
Robotic Process Automation (RPA) and cognitive technologies have the potential to revolutionize service delivery in Global Business Services organizations. Does that hype sound familiar? Do the possibilities seem almost too good to be true? What is the reality of delivery? Delphi GBS is currently doing a large scale RPA implementation. Join this conversation to understand the potential of this game changing technology, associated change management requirements and how it is being applied at Delphi.
· Understanding RPA and automation trends
· Hearing why there is increasing interest in RPA, in a global business services environment
· Discussing the practical issues of implementation
· Debating whether robots and people can really work together
· Understanding how to leapfrog in, if you are not an early adopter
Themes: RPA, artificial intelligence, automation, process improvement


Samir Bagri

Director, Global Business Services (GBS)

3:40 PM - 4:10 PM Building Your Case for RPA: Who's Using It, Who Owns it Internally & What Are the Benefits?

Some have said the emergence of RPA is like finding Wonka’s Golden Ticket. The benefits are huge! The proof of concept is there…now you need the proof internally that you can make this work!
If you are an SSO looking to offer flexible business models, operate in proximity to your clients, focus on outcomes, operate higher up the value chain and build in E2E packaged technology solutions, this is your opportunity to learn how to operationalize and embed robotics into your SSC for maximum business impact. During this presentation you will learn the critical factors that make an enterprise strength RPA solution great for Shared Services robotic processes while also achieving IT approval for being enterprise, by:
· Understanding how RPA can be applied to heavy and light, F&A & HR (personnel and cognitive HR), transactional environments
· Discussing the governance and ownership of the technology

Themes: RPA, artificial intelligence, automation, IT collaboration, process efficiency, next generation shared services, innovation, agility

4:10 PM - 4:25 PM Ignite: Working With a Robot: Using A.I. to Drive Back Office Efficiency and Financial Compliance

One of today's hottest topics in Shared Services is "Artificial Intelligence.”

But how do you get started with implementing it for your company? And how do you cut through the hype to see
which technologies are actually ready for prime time and which need time to mature?

In this session, Anant Kale, Founder and CEO of AppZen, will outline the various AI tools in use in enterprise back
office operations. We'll also dive into a real-world use case - showing how AI has been able to make expense report
audit processing 80% more efficient while catching 10x more compliance issues.

Sponsored by: AppZen

4:25 PM - 4:55 PM Business Meeting

4:55 PM - 5:25 PM Business Meeting

5:25 PM - 5:45 PM Networking Break


5:45 PM - 6:30 PM Shared Services Management For Digital Platforms

In this session, you will learn the current and future impacts of digital platforms on business, both across your business itself and globally. We will specifically discuss commerce and marketing platform disruptors, how they affect your business, and the ongoing costs to business, IT, and operations. This session will feature several case studies, challenges, risks, and lessons learned. Attendees will step away with a better understanding of how they can support business customers and end clients.

Sponsored by: SoftServe


5:45 PM - 6:30 PM Is A/R Burning a Hole in Shared Services ROI? Investigating the Costs of Disintegrated A/R Processes

Shared services leaders continue to adopt piecemeal solutions to control the drain of credit and A/R processes on SSO ROI. This only worsens the risks associated with disconnected processes and the loss of a single-source of truth – further increasing process costs. This workshop will share a framework for determining existing process costs and to evaluate new technology including RPA and Artificial Intelligence, in order to:

  • Quickly deliver high-ROI from automation by identifying low-hanging fruits in the existing process
  • Eliminate the risks associated with piecemeal technology by examining the differences in technology adoption between SSOs and regular enterprises
  • Evaluate technology options with an ROI model based on process impact
Themes: A/R shared services, technology adoption, integrated receivables, robotics process automation, ROI evaluation

Sponsored by: HighRadius

6:30 PM - 7:00 PM Solve These 5 Team Challenges & Transform Your Business

We are all in the people business, and we know that in every industry people are our business. We also know that when people work together there is an exponential impact on the mission and production of the organization. Identifying talent is often the easiest part of our job, connecting and maximizing the talent is the key. In this session we will look at the 5 most significant team challenges and share ways to engage these issues and solve them to create dynamic teams and extraordinary outcomes.

7:00 PM - 7:30 PM Cocktail Reception

7:30 PM - 8:10 PM Dinner

Sponsored by: rapid! PayCard