The Shared Services landscape is evolving at an unprecedented pace. In today’s hyper-competitive business environment, organizations must master talent retention, process standardization, and digital transformation to stay ahead. While productivity has always been a key metric, workforce analytics is now reshaping how businesses measure, optimize, and sustain performance at scale. 

This exclusive workshop, hosted by ProHance, will explore the power of data-driven productivity strategies and how organizations can leverage workforce analytics to enhance operational efficiency and long-term workforce performance. 

What You Will Learn: 

• How leading Shared Services organizations approach productivity – real-world insights from industry experts. 
• Case studies on how global businesses drive sustainable productivity – bridging workforce efforts with measurable outcomes. 
• Strategic actions for organizations at different maturity levels – a clear roadmap to enhance workforce efficiency. 
• The role of workforce analytics in shaping the future of work – from visibility to execution. 

This session will feature exclusive insights from industry research, providing a deep dive into the latest productivity trends, challenges, and strategic playbooks tailored for Shared Services and Global Business Services (GBS) organizations.

Sponsored by: ProHance

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Ankur Dhingra

CEO
ProHance

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Fabiano Lopes

Vice President of Cost Management & Indirect Procurement
Cardinal Health

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Effective leadership within 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 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. 

Sponsored by: herronpalmer

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“End to End” & “Process Excellence” are on every leadership agenda. 

GBS and Shared Services deliver services that support functional elements of “end to end” business processes, but rarely, if ever, “own” these true “end to end” cycles. 

This means that SSOs and GBSOs have to be more about “influence” than “control”. 

Despite the ambiguity, there are high expectations, aspirations and value in a well-executed “end to end process” and “Global Process Owner” (GPO) approach. 

Sharing best practices with interactive discussions and exercises, this session will explore some of the opportunities and challenges in enabling “end to end” process excellence and introduce tools and tactics for the GPO and other stakeholders (both “enabling” and “beneficial”) to drive successful outcomes. 

The workshop will cover; 

• “End to End” & Process Excellence Context   
• Expectations, Barriers to Success  
• “Shift Left” Thinking & Behaviors  
• Process Ownership vs Process Enablement  
• Business Value & “What Does GOOD Look Like”  
• The role of Digitization in Process Excellence. 
• WIIFM, Defects and Customer Experience (CX)  
• Engaging and Driving value for the Stakeholder “coalition” 
• The Art of Execution 
• The “End to End” Process and GPO Playbook 

Sponsored by: Consider Solutions

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Dan French

CEO
Consider Solutions

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Steve Fox

Process Excellence Leader
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. 

Sponsored by: IBM

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Neeraj Manik

Intelligent Business Operations Leader for Americas
IBM Consulting

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Josephine Schweiloch

Director of Finance, Data Science, & Technology
IBM

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Effective intercompany processes are critical to delivering exceptional service quality within shared services centers. By standardizing processes, improving communication, and implementing advanced solutions, organizations can resolve common intercompany challenges and elevate the overall quality of service provided to stakeholders. 

Join us as we explore strategies to optimize intercompany operations, focusing on reducing inefficiencies, enhancing collaboration, and leveraging technology to ensure seamless transactions between entities. We’ll highlight the impact of streamlined intercompany workflows on reducing errors, improving compliance, and fostering a culture of continuous improvement. 

Learning Objectives 

• Learn how intercompany operations contribute to overall service quality and efficiency of shared services centers.  
• Explore best practices for optimizing intercompany workflows, enhancing communication, and leveraging technology to boost service quality. 
• Discover how to use automation, data integration, and technology solutions to streamline intercompany processes and enhance service quality 

Sponsored by: BlackLine

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Jim Tilk

Director of Solutions Strategy & Marketing (Intercompany),
BlackLine

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Quintin Dykes

Director, Intercompany Value Architecture
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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Eric Joyner

Senior Solutions Marketing Manager
BlackLine

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Tom Bangemann

Head of Data Development & Research
SSON Research & Analytics

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Rich Pumphret

Managing Director
Deloitte Consulting

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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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Lee Coulter

Chief Transformation Officer
CHAZEY PARTNERS

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Torsten Shulz

Director Intelligent Automation
Chazey Partners

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As the boundaries between human and machine intelligence overlap, the potential of Agentic AI and Generative AI (GenAI) to revolutionize Business Operations is becoming increasingly evident. From automating routine tasks to enhancing decision-making and fostering innovation, GenAI is reshaping the landscape of Shared Services organizations in addition to other functions across the value chain. However, the successful integration of Agentic AI and GenAI, respectively requires a strategic approach that addresses both its opportunities and challenges. This workshop will explore practical applications of GenAI within targeted functions, providing attendees with insights and strategies to harness its power to effect impactful transformation.

Actionable Takeaways:

• Identify GenAI Use Cases: Discover specific applications of GenAI that can deliver tangible benefits within Shared Services organizations, such as automating document generation, improving customer service, and optimizing processes.
• Promote Security Awareness: Review privacy pitfalls to avoid with respect to purpose limitations and incorporating robust data governance with systematic reviews.
• Overcome Challenges: Learn to address common challenges associated with Agentic AI and 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 experimentation within the Shared Services team, encouraging the adoption of new technologies.

Sponsored by: Capgemini

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Denise Reese

Senior Director, Automotive Sales Leader, Capgemini Business Services
Capgemini

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Robin Thomas Tatum

Business Development Executive
Capgemini

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Join us at Redwood’s exclusive workshop at SSOW Orlando, where we will unveil brand-new research findings from SSON Research & Analytics on what’s really holding R2R automation back—and how to fix it.

This is your first and only opportunity to access these insights before they’re published. We’ll explore the key automation gaps in today’s financial close and provide practical strategies to achieve a Touchless Close for greater efficiency, compliance, and control.

Why Attend?

• Be the first to access exclusive research—SSON Research & Analytics will present never-before-seen insights into the real challenges and opportunities for R2R automation.
• Tackle your biggest R2R pain points—Learn how to overcome manual errors, inefficiencies, and compliance risks that slow your financial close.
• Maximize your SAP investment—See how leading enterprises optimize SAP to achieve 90%+ automation in their R2R processes.
• Gain expert-led strategies—Hear from industry leaders who have successfully transformed financial reporting through automation.
• Walk away with actionable takeaways—Get clear, practical steps to make your financial close faster, more accurate, and more cost-effective.

Don’t miss this chance to gain an edge in R2R automation and be part of the research launch.

Sponsored by: Redwood

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Shak Akhtar

Executive Director, Finance Transformation
Redwood

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Due to the macroeconomic slowdown and multiple disruptions over the years, including new-age talent requirements, mounting economic pressures, geopolitical tensions and supply chain disruptions, organizations are required to ensure they are ahead of the curve. This interactive workshop would help you navigate unpredictable issues, actionable advice, digital-first strategies and maintain successful client-partner relationships.

What questions will the workshop address:

• In what ways can vendors bring maximum outcomes for organizations, particularly in their shared services journey?
• Which best-in-class strategies and transformation capabilities do providers help enterprises to navigate their challenges?
• How do outsourcing partnerships help enterprises, including setting up shared services, GenAI implementation, scaling with intelligent automation and AI/ML?

Sponsored by: HCLTech

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Bhavdeep Singh Sethi

Vice President, Intelligent Automation
HCLTech

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Bob Carroll

Senior Vice President, Digital Process Operations
HCLTech

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Louie Pastor

EVP, Chief Administrative Officer & Global Head of Operations
Xerox

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