HR Shared Services agents often require a deep understanding of specific areas like benefits or payroll. However, relying solely on specialization can create bottlenecks and limit the team's overall agility. By strategically implementing cross-training, you can cultivate a versatile and adaptable HRSS team that can effectively address workforce needs, navigate changing demands, and contribute to a future-proof HR function. Equip yourself with the necessary insight to develop a cross-trained HRSS team that balances depth of expertise with the flexibility to adapt to ever-evolving needs. 

Action Items:  

• Analyze your current workflow and identify areas where cross-training can create the most significant impact in terms of efficiency and service delivery.  
• Develop a flexible training approach through innovative training methods like microlearning, mentoring programs, and job shadowing to effectively upskill agents without disrupting daily operations.  
• Foster a learning environment where knowledge sharing and collaboration are encouraged, empowering agents to continually grow their skillsets.  
• Track the effectiveness of your cross-training initiatives and demonstrate the positive impact on team versatility and organizational agility. 

Effective leadership within HR Shared Services is crucial for organizational success. Get equipped with essential soft skills to lead and motivate their teams effectively. Participants will learn practical strategies to enhance collaboration, communication, and problem-solving. 

Action Items: 

• Identify key leadership competencies required for success in HR Shared Services and assess your own strengths and development areas. 
• Develop a personal development plan to enhance leadership skills, focusing on areas such as communication, delegation, and team building. 
• Implement at least one new leadership strategy or behavior within your team to foster a positive and productive work environment. 

Sharing Best Practices from the “End to End” Process & GPO Playbook with interactive discussions and exercises, this workshop will challenge and inform GBS leadership, current or aspiring Global Process Owners (GPOs) and Service Delivery leaders with practical models and tools to elevate end-to-end process alignment and innovation across the organization. 

The workshop will cover: 

• “End to End” Process Context  
• “Shift Left” Thinking & Behaviors 
• Process Ownership vs Process Enablement 
• Expectations, Barriers to Success 
• “What Does GOOD Look Like” 
• End to End Processes, WIIFM, Defects and Customer Experience (CX) 
• The Stakeholder “Coalition” 
• Stakeholder Segmentation, Communication, Cadence 
• The “End to End” Process and GPO Playbook 

Sponsored by: Consider Solutions

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Explore the intersection of data management and process excellence within shared services. Dive into the critical relationship between IT and analytics teams and how to address challenges when strategy is lacking. Discussions will cover effective models for integrating Master Data Management (MDM) and data governance as foundational elements for success. Examine power dynamics in data creation, inherent biases, and their impact on analytical accuracy. While AI tools draw attention, this conversation emphasizes that robust data practices remain the backbone of successful automation and operational efficiency, ensuring reliable, bias-free analysis. 

Key Takeaways: 

• Strategies for balancing IT and business roles in shared services to drive aligned data practices. 
• Practical frameworks for establishing data governance that integrates smoothly across departments. 
• Methods to identify and mitigate biases in your data sources before they influence key decisions. 
• How to design operational processes that leverage strong MDM for faster, more consistent outcomes. 
• Best practices for assigning data ownership to prevent the "garbage in, garbage out" problem. 

Intercompany is a team sport, and it takes a solid gameplan to effectively manage it. Processes can only take you so far – you need a key technology play to win. 

Join us for this engaging workshop, where we will focus on intercompany and the impact it has across Shared Services, which are often underestimated but impact efficiency and KPI. We'll show how obstacles in intercompany go beyond what traditional ERPs can handle and discuss a winning strategy, supported by technology, that can break down silos, streamline operations, and give your team the edge it needs to stay competitive. 

Learning Objectives 

• Learn why intercompany is a “team sport” that goes beyond just balancing to zero 
• Discover how a solid playbook will help your team tackle intercompany challenges 
• Go for gold and keep your company on top with dedicated technology 

Sponsored by: BlackLine

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Explore the role of Global Business Services (GBS) in Invoice-to-Cash (I2C) digital transformation. Uncover trends, strategies, and practical insights to navigate the complexities of this evolution. Industry experts will share best practices, case studies, and actionable techniques, providing participants with the tools to optimize finance processes for sustained success. 

Sponsored by: BlackLine

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This workshop provides strategy and tactics needed to ensure your company is building the core capabilities necessary to be successful with AI into the future.  

Transformation that includes AI readiness requirements is broader than even the “typical” transformations. It creates new departments, new jobs, new roles, new functions, and new processes. Functional leaders, GBS leaders, Global Process Owners, IT and Risk all have a part to play in this brave new AI enabled world. 

Workshop Objectives 

• Review the “field” of AI – it is far more than ChatGPT 
• Understand where AI is most likely going to start in large enterprise 
• Detail a whole new set of requirements that must be built 
• Bring clarity on the role of GBS in this brave new world 
• Look for existing enterprise transformations that can be adapted to significantly advance your AI readiness 
• Go into detail on the big five must haves: 
• GPO vision 
• Cross functional coalitions 
• Partnership with audit and control 
• New IT for AI 
• Job, roles, and processes 
• And much more 

This workshop will arm you with real world advice that you can bring back to either start the conversation about AI readiness, begin to map your own journey or accelerate your existing plans! 

Sponsored by: Chazey Partners

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As the boundaries between human and machine intelligence blur, the potential of generative AI (GenAI) to revolutionize shared services is becoming increasingly evident. From automating routine tasks to enhancing decision-making and fostering innovation, GenAI is reshaping the landscape of shared services organizations. However, the successful integration of GenAI requires a strategic approach that addresses both its opportunities and challenges. This workshop will explore practical applications of GenAI within shared services, providing attendees with actionable insights and strategies to harness its power and drive transformation. 

Actionable Takeaways: 

• Identify GenAI Use Cases: Discover specific applications of GenAI that can deliver tangible benefits within your shared services organization, such as automating document generation, improving customer service, and optimizing processes. 
• Overcome Challenges: Learn to address common challenges associated with GenAI implementation, including data quality, ethical considerations, and workforce integration. 
• Develop a GenAI Strategy: Create a roadmap for integrating GenAI into your shared services operations, outlining key steps, resource allocation, and expected outcomes. 
• Measure and Optimize: Understand how to measure the impact of GenAI initiatives and continuously optimize your approach to maximize value. 
• Foster a Culture of Innovation: Explore strategies for cultivating a culture of innovation and experimentation within your shared services team, encouraging the adoption of new technologies like GenAI. 

This workshop will equip attendees with the knowledge and tools to leverage GenAI as a strategic asset, driving efficiency, improving customer satisfaction, and positioning their shared services organizations for long-term success. 

Sponsored by: Capgemini

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Join us at Redwood’s premier workshop to discover how the Touchless Close can transform your Record-to-Report (R2R) process. 

This event will help you reimagine your approach to financial reporting by showcasing solutions optimized for SAP environments, leading to significant cost savings, enhanced accuracy, and faster financial reporting. 

Why Attend: 

• Tackle Key Challenges: Address common R2R pain points such as manual errors, time to close, efficiency and compliance risks and learn how to overcome them effectively. 
• Expert-Led Insights: Gain knowledge from industry veterans with proven track records in implementing successful R2R automation strategies in large enterprises. 
• Maximize SAP Potential: Explore how to better leverage SAP to enhance automation, streamline processes, and ensure compliance in your financial reporting. 
• Actionable Takeaways: Walk away with practical steps and methodologies to transform your financial close into a competitive advantage. 

Sponsored by: Redwood

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