After careful consideration, your organization decided to move forward with implementing a shared services center. One of the most critical components of implementing any new function or operating..

In order to improve margins and increase efficiency over the enterprise, organizations often make the leap to centralize functions. Consolidating into a shared services model creates an..

To operate lean and successful organizations, many leaders consider outsourcing their shared services functions to reduce costs. We recommend asking yourself the following six questions to help..

When thinking about the different functions that will migrate to a shared services center, it may be easy to identify which teams or processes will become part of this new organization; areas such..

While the benefits of moving to a shared services operating model have been widely accepted in theory, organizations often fail to realize these advantages in practice. Much of this failure..

For most entities, there is significant complexity involved in the preparation of carve-out financial statements. Because transactions requiring these statements occur infrequently, they often..

As we previously discussed, there are many things to consider before embarking on a shared services journey, including selecting a location. This decision should not be taken lightly, particularly..

In an increasingly competitive environment, cost containment remains a key strategic priority. In fact, the ability to grow revenue without seeing a parallel increase in operational expenditure..

Throughout this series on scaling your RPA program, we have shared insights about best practices and important program considerations in the areas of strategy, governance, people, and operations..

As technologies become more accessible, there is a temptation to treat them as consumer-based applications. When you build a Facebook page, there isn’t any thought given to requirements, testing,..

While meeting with clients, they tend to focus their attention on trying to understand the benefits of RPA and how to go about capitalizing on the opportunities this technology provides by asking..

Recently, we presented at the AICPA National Banking and Financial Institutions Conference on leveraging automation and analytics to enable financial strategy. Three key takeaways stood out:

While interacting with many organizations, we have observed a misconception about what it means to have a Robotic Operating Center of Excellence (ROC) and its relationship to governance, which is..

We get asked regularly about operating a Robotic Process Automation (RPA) program at scale, with the most frequent questions being:

We’ve been hearing plenty about Current Expected Credit Loss (CECL) over the past several years, with most discussions and perspectives focusing on its impact to financial services organizations...