- Organizations have service duplications for unique needs. These duplications increase business expenditure.
- Lack of collaboration between business units to share their services increases business cost and reduces business units’ faith to implement shared services.
- Transitioning infrastructure to shared services is challenging for many organizations. It requires an accurate planning and efficient communication between participating business units.
Our Advice
Critical Insight
- Identify your current process, tool, and people capabilities before implementing shared services. Understand the financial compensations prior to implementation and assess if your organization is ready for transitioning to shared services model.
- Do not implement shared services when the nature of the services differs greatly between business units.
Impact and Result
- Understand benefits of shared services for the business and determine whether transitioning to shared services would benefit the organization.
- Identify the best implementation plan based on goals, needs, and services.
- Build a shared-services process to manage the plan and ensure its success.
Implement Infrastructure Shared Services Research & Tools
Start here – Read the Executive Brief
Read our concise Executive Brief to find out why you should implement shared services, review Info-Tech’s methodology, and understand the ways we can support you in completing this project.Besides the small introduction, subscribers and consulting clients within this management domain have access to:
- Implement Infrastructure Shared Services – Phases 1-3
1. Conduct gap analysis
Identify benefits of shared services to your organization and define implementation challenges.
- Implement Infrastructure Shared Services – Phase 1: Conduct Gap Analysis
- Shared Services Implementation Executive Presentation
- Shared Services Implementation Business Case Template
- Shared Services Implementation Assessment Tool
2. Choose the right path
Identify your process and staff capabilities and discover which services will be transitioned to shared services plan. It will also help you to figure out the best model to choose.
- Implement Infrastructure Shared Services – Phase 2: Choose the Right Path
- Sample Enterprise Services
3. Plan the transition
Discuss an actionable plan to implement shared services to track the project. Walk through a communication plan to document the goals, progress, and expectations with customer stakeholders.
- Implement Infrastructure Shared Services – Phase 3: Plan the Transition
- Shared Services Implementation Roadmap Tool
- Shared Services Implementation Customer Communication Plan
Workshop: Implement Infrastructure Shared Services
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
1 Identify Challenges
The Purpose
Establish the need for change.
Key Benefits Achieved
Set a clear understanding about benefits of shared services to your organization.
Activities
1.1 Identify your organization’s main drivers for using a shared services model.
1.2 Define if it is beneficial to implement shared services.
Outputs
Shared services mission
Shared services goals
2 Assess Your Capabilities
The Purpose
Become aware of challenges to implement shared services and your capabilities for such transition.
Key Benefits Achieved
Discover the primary challenges for transitioning to shared services, eliminate resistance factors, and identify your business potentials for implementation.
Activities
2.1 Identify your organization’s resistance to implement shared services.
2.2 Assess process and people capabilities.
Outputs
Shared Services Business Case
Shared Services Assessment
3 Define the Model
The Purpose
Determine the shared services model.
Key Benefits Achieved
Identify the core services to be shared and the best model that fits your organization.
Activities
3.1 Define core services that will be moved to shared services.
3.2 Assess different models of shared services and pick the one that satisfies your goals and needs.
Outputs
List of services to be transferred to shared services
Shared services model
4 Implement and Communicate
The Purpose
Define and communicate the tasks to be delivered.
Key Benefits Achieved
Confidently approach key stakeholders to make the project a reality.
Activities
4.1 Define the roadmap for implementing shared services.
4.2 Make a plan to communicate changes.
Outputs
List of initiatives to reach the target state, strategy risks, and their timelines
Draft of a communication plan