BUSINESS TRANSFORMATION AND SHARED SERVICESACROSS THE PUBLIC SECTOR

www.chazeypartners.com

ABOUT CHAZEY PARTNERS

Chazey Partners is a practitioners-led global management advisory business committed to adding significant value to our clients through a partnership approach. We bring together a unique wealth of expertise and real life experience in Business Transformation, Shared Services and Technology Enablement, across a wide spectrum of functions including Finance, HR, IT and Procurement.

Our expertise in the Public Sector spans national and local government, education, healthcare and NGOs. We provide advice, guidance and implementation support, ranging from business case development to implementation. We also provide strategic advisory services including program management, technology implementation, business continuity, process optimization, training and change management.

“Chazey Partners was instrumental in helping the Government of New Brunswick to create, through a truly transformational process, the New Brunswick Internal Services Agency – a shared services agency providing payroll, accounts payable, information technology and other back-office services to Government. Chazey’s coaching and approach to knowledge transfer empowered our own employees and resources to focus their skills and efforts on transforming ideas into action, inefficiencies into cost savings and duplication into well-documented, streamlined, value-added processes. Their experience and expertise in shared services provided us with the confidence to surmount countless challenges that are inherent in the implementation of what was such a monumental task. As a result, the Agency has not only generated cost savings but has introduced significant efficiencies and opportunities for further value added functionality, which will benefit the province for years to come.”

Louise Lemon

Former President, the New Brunswick Internal Services Agency (NBISA) & Deputy Minister, Department of Supply

and Services

The Government of New Brunswick (Canada)

[New Brunswick is one of Canada’s three Maritime Provinces with a population of 750,000]

TRANSFORMING YOUR OPERATIONS

Shared Services

Performance Enhancement

For several decades now, Shared Services has proven to be one of the most effective ways of improving organizational efficiency and effectiveness. Over this period, the model has become more sophisticated and Public Sector organizations have embraced it as a means of fundamentally enhancing their core mission of citizen services. Chazey Partners focuses on the unique environment within each organization, offering impartial sourcing advice and support to ensure the best solutions for your organization are found. Our approach is based on matching your key internal resources to our project team, thereby facilitating knowledge transfer to your team. This helps you to become self-sufficient while also stabilizing and sustaining the new Shared Services Organization.

Our extensive experience in Public Sector means that we have worked with many Public Services leaders to address their most pressing challenges – supporting transformation, boosting performance, improving accountability, and reducing cost – while enhancing citizen services. We provide strategy, assessment and optimization solutions to help you identify where to make improvements, we recommend sustainable and achievable actions, and we help you implement those recommendations.

Technology Enablement

Business Continuity Planning

While much of the attention and effort associated with a Shared Services initiative must necessarily focus on people and process, technology is a significant enabler. Chazey Partners is frequently involved in implementing and optimizing ERP and other technology solutions to maximize a client’s return on investment. Our overall focus, however, is on the needs of the organization, and on delivering holistic value.

Having an effective Business Continuity Plan can be the difference between an organization surviving or collapsing during a crisis. We believe successful recovery from a crisis event depends on your people and processes. Our structured Business Continuity Planning approach provides pragmatic recommendations for your current Business Continuity strategy, and offers integrated solutions to develop a program suitable to your organization’s needs.

SERVICE OFFERINGS “Chazey Partners’ structured approach and step-by-step methodology ensured that the business was engaged in the processes. The team was extremely dedicated and

passionate about seeing the project succeed, and for May Gurney to reap the benefits of a well-designed Shared Services model.”Nick Bean

Former Director of Shared Services

May Gurney (UK)

(May Gurney is an infrastructure support services company operating in

the public and regulated utility sectors in the UK)

“Chazey’s structured approach and step-by-step methodology ensured a complete analysis of our end-to-end processes in order to identify opportunities for optimization and simplification. Chazey partnered very well with different levels of our organization, working as a single team in order to achieve the best solutions. Chazey also brought significant experience and expertise to our operation, challenging our internal view, but in a manner that fully respected our thoughts and business concerns.”

Maria del Pilar Guzmán

Global Services Center Corporate Director

Belcorp (Colombia)

(Headquartered in Peru, Belcorp is a multi-brand international corpo-

ration involved in the manufacture and sale of beauty products across

North and South America)

SHARED SERVICES EVOLUTION

As Shared Services has increasingly delivered on the initial promise of cost savings, improved visibility, control, and process improvements, what is possible today is greater scope and depth of services, including revenue-enhancing strategies.

Finance IT

With decades of experience in Finance Transformation, our people can help you achieve a world-class Finance organization, leveraging a range of transformation tools and techniques.

Our end-to-end capability covers a wide range of business functions. Chazey Partners’ functional experts, project leaders and business analysts – together with our tried and tested tools and methodologies – allow us to assess your organization and its capabilities thoroughly, to develop and roll out a pragmatic transformation design, and to achieve a smooth, tightly integrated implementation.

Our IT expertise focuses on global ERP roll out, IT Shared Services & Outsourcing, and IT service delivery structures. By working together closely, we can help you increase IT productivity, reduce IT costs and enhance IT strategic value.

HR Procurement

Chazey Partners’ strength lies in the intellectual capital brought to the table by hands-on HR practitioners who have delivered real, scalable HR transformation to a wide range of organizations. By collaborating with us and leveraging our experience, you will achieve your transformation goals.

By partnering with you to understand and address your unique Procurement transformation requirements, we will help you implement highly effective Procurement strategies, which balance the requirement for services and enforcement with low cost and control.

FUNCTIONAL COVERAGE

OUR ENGAGEMENTS

Chazey Partners has helped many Public Services organizations to implement Finance, HR, Procurement and Multifunctional Shared Services programs in order to transform their organizations, and solve some of their toughest challenges.

SOME OF OUR CLIENTS IN THE PUBLIC SECTOR

Government Healthcare

Education NGO

Government of New Brunswick (Canada)

Department of Fisheries & Oceans (Canada)

Lawrence Berkeley National Laboratory (USA)

HM Ministry of Defence (UK)

University of California System (USA)

Iowa University System (USA)

National University of Ireland, Galway (Ireland)

The International Baccalaureate (Switzerland)

Interior Health Authority (Canada)

Northern Health Authority (Canada)

British Columbia Ministry of Health (Canada)

U.S. Department of Health & Human Services (USA)

Davis Health, University of California (USA)

University of San Francisco Medical Center (USA)

National Health Service (UK)

World Wildlife Fund (Switzerland)

OUR PUBLIC SECTOR ENGAGEMENTS Chazey Partners has collaborated with numerous Public Sector organizations to bring about greater efficiency and support the delivery of better service with less investment. The type of involvement has varied greatly in scope but has generally covered everything from “as is” assessments, to developing and presenting business plans, to change management and communication strategies, to implementations, to enhancing operational effectiveness.

The following provides an overview of our Public Sector engagements to date:

• Value-add: Strategic Advisory, Business Case, and Implementation Plan for Health Services (Canada) Chazey Partners was engaged by Interior Health and Northern Health to develop a business case on

combining their separate back office functions for payroll and HR services into a single, integrated operation. The recommendations compared current operations to a single- or dual-site alternative. The proposed future-state SSC was based on leading practices, optimised processes and standardization.

• Value-Add: Decision Support and Implementation for Budget Consolidation and Redesign for Health Services (Canada)

Chazey Partners was engaged by Interior Health to support the creation of a single budget system. Interior Health was created from 18 predecessor health authorities as part of a BC-wide consolidation of health authorities from 52 to 6. Chazey Partners was tasked with the creation of a single, budget system, leading a team that was responsible for importing historical records (many of which were incomplete or non-existent), creating budget policies, and developing operational and staffing databases to track budget changes.

• Value-add: Strategic Advisory and Implementation of Performance Measurement Framework for Government (Canada)

Chazey Partners was engaged by the Department of Fisheries and Oceans Canada to develop and support the implementation of a leading practices Performance Measurement Framework for Accounting Shared Services, to improve compliance with central agency financial and contracting policies and regulations, addressing capacity gaps, and reducing costs. The Accounting Shared Services had been in operation for a year and had worked through a significant transition period. This full Performance Measurement Framework was a key-enabling tool to build on the work-to-date and improve performance.

• Value-add: Strategic Advisory and Business Case for Health Services (Canada) Chazey Partners was engaged by British Columbia’s six health authorities and Providence Health Care

under the governance of BC Health Organization Support Services redesign to leverage the lessons and experience gained from consolidating the back office and clinical support functions of the four Greater Vancouver health care organizations. The scope of the review was to add Interior Health, Northern Health, and Vancouver Island Health to the initiative, with a focus on language interpretation services, laundry, biomedical engineering, and health emergency management.

• Value-add: Decision Support and Project Management for Health Services Technology Project (Canada) Chazey Partners was engaged by Interior Health to provide project management support, decision support, and workshop facilitation for the collaboration to onboard Northern Health to the Interior Health ERP for back office system application services, including accounts payable, accounts receivable, general ledger, procurement, payroll, and human resources.

• Value-add: Strategic Advisory, Business Case and Implementation for Patient Transport Backsourcing (Canada)

Chazey Partners was engaged by Interior Health to support the initiative for the health authority to accept responsibility and budgets for ground patient transport in the Interior region that was being transferred from the BC Ambulance Service. Chazey Partners developed the business case, negotiated with a new third party transport provider, and provided project management and decision support. The projection was for a $2m operating deficit, but through the project Interior Health saved $1m (14%) investing $500k into infrastructure to improve the management and quality of patient transport with the remaining $500k surplus being allocated to the global budget.

• Value-add: Implementation of a Client Interaction Framework for a US Federal Government Shared Services Provider (USA)

Chazey Partners was engaged by the Department of Health and Human Services in Washington DC to perform a comprehensive review of its Program Support Center’s (PSC) Client Interaction Framework. As part of this project, Chazey Partners ran a number of workshops and education sessions, and made recommendations regarding the PSC’s Key Performance Indicators, Measures, and Metrics. We also provided advisory support to PSC leaders, and spoke at strategic review sessions for PSC’s senior management team.

• Value-add: Post-Implementation Review for Public University (USA) Chazey Partners was commissioned to review the performance of the Multifunctional Shared Services Center at University of

California, Davis, including the deployment phase. As part of the review, the original business case was assessed against the first 18 months of operation, and the scope was evaluated. Chazey Partners also undertook a review of existing financial models and the Shared Services’ Client Interaction Framework.

• Value-add: Comprehensive Assessement of Public University’s HR Shared Services (USA) Chazey Partners was engaged to assess the current state of University of California, San Francisco’s HR Shared

Services against best practices and to provide assistance with HRSS’ strategic direction. The goal of the assessment was to provide the supporting information required to achieve buy-in and sign-off from university leaders. The project also created an essential control mechanism for UCSF’s go-forward strategy

• Value-add: Delivered a Business Continuity Plan for University of California (USA) Chazey Partners worked with the UCPath Center to deliver a business continuity plan over three phases of work: development,

approval and implementation (testing/training/rollout). The foundation of this work was the business impact analysis (assessing the sensitivity of the business at the sub-process level to a disruption) and the risk analysis (identifying, prioritizing and mitigating risks for the UCPath Center).

• Value-add: Enabled the Public University System in Iowa to Implement Shared Services (USA) A business case assessment was carried out by the Regent System, its universities (University of Iowa, Iowa State

University and University of Northern Iowa), and the Board Office to determine alignment on the overall educational mission and provide an alternative organizational structure. Chazey Partners was engaged to work with the universities to validate the individual universities’ board-approved plans for the transformation of the Finance, HR and IT functions as well as help drive the first steps of implementation: the detailed Design phase.

A CASE STUDY IN GOVERNMENT

Overview

New Brunswick is one of Canada’s three Maritime Provinces with a population of 750,000, supported by a provincial government annual budget of CAD $8 billion.

Business Situation

GNB mandated the creation of a Shared Services delivery model, which would allow the provincial government to respond to increasing demographic challenges, improve the management of internal resources, streamline processes and procedures, and realize savings from resulting efficiencies. A small group of GNB employees were hired to form the nucleus of the Internal Services Alignment team (ISA), and was tasked with designing and developing a Shared Services delivery organization.

Multifuncational Shared Services for the Government of New Brunswick

Business OutcomeChazey Partners was contracted, and provided the Internal Services Alignment team with three specific deliverables:

• Mid-term assessment of ISA progress and approach;• Development of preliminary business cases for Procure-to-Pay, Hire-to-Retire, and IT Services Desk; and• Development of a robust, aggressive and achievable project plan, to include design, build and deployment

phases

Following the successful outcome and achievement of all deliverables, Chazey Partners was hired for a second, longer term contract with ISA to assess “as is” processes in over 25 departments and central agencies; to develop “to be” processes for the newly formed New Brunswick Internal Services Agency (NBISA); to design associated

training materials; and to develop an organizational structure for service delivery.

Realizing the Vision through Shared ServicesChazey Partners was contracted, and provided the Internal Services Alignment team with three specific deliverables:

This approach led to the introduction of the first Shared Services for Accounts Payable, leveraging the existing Oracle ERP platform, IT Service Desk, Computing Facilities and Payroll & Benefits services for 10,500 employees across 25 GNB Departments.

The following challenges were successfully overcome by the project team:

(a) Level of senior management support; (b) Prioritization of key requirements; (c) Rapid and consistent deployment of services in order to establish the initial operating capability.

[Note: For more details, please download the GNB case study at www.chazeypartnersinc.com/GNB.pdf]

Effective Diagnostics & Unique Methodology

Blending more than two decades of experience in projects ranging from Shared Services strategy setting, to structure development, to business case design and implementation, to Shared Services optimization, Chazey Partners has created a unique diagnostic-based methodology. This allows us to identify critical gaps and strength quotients, as well as feasible opportunities.

Why Chazey Partners?

1.Chazey Partners uses a range of templates and methodology documents, which can be leveraged by our teams on site and which are fully shared with our clients. Examples include business case templates, workshop planning documents, benchmarking tools, Client Interaction

Frameworks, best practice diagnostics, implementation plans and timelines, and change management guidelines. Each template is adapted to meet a client’s unique requirements. Chazey Partners always endeavours to take a flexible approach, which can be adjusted as needed while still focusing on desired outcomes.

George Hollinger

Vice President and Chief Information Officer

Agrium (Canada)

(Agrium is a major retail supplier of agricultural products and services

and a leading global producer and marketer of agricultural nutrients

and industrial products, with a 2013 market capitalization of US $17

billion and over 15,000 employees)

“I found the methodology used by Chazey to be thorough, providing excellent insight to the efficiency, effectiveness and consistency of our processes; helping us understand how our value was perceived by business partners; and highlighting how our organizational structure was hindering us from achieving the level of service required by our growing business.”

Hands-On Approach of Seasoned Practitioners

Having “lived and breathed” a great number of projects, we understand what it takes to be successful. Our hands-on approach forms the cornerstone of our practice.

2.Chazey people are highly experienced professionals who have led numerous business transformation, technology implementation, and Shared Services projects in the Private and the Public

Services sectors. We understand how to be successful, and are passionate about what we do. We bring this passion, experience and commitment to all of our client engagements.

“Chazey’s team all have a strong background as CFOs or Finance or HR leads in global organizations, and understand the ins and outs of a Shared Services environment. They are familiar with all phases, whether a new launch or a mature operation. That’s the kind of knowledge that even a good consulting team cannot give you. It’s based on real-life experience. In addition, Chazey has access to a wealth of benchmark data based on their own experience across different industries. These best practices proved valuable when analysing which processes to incorporate into our own model.”

Manolis Fafalios,

Shared Services Transition Director

Coca-Cola Hellenic (Switzerland)

(Coca-Cola Hellenic Bottling Company is one of the world’s largest bottlers

and vendors of products of The Coca-Cola Company)

Independent of Other Providers & Exceptional Project Payback

Our solutions are unbiased and personalized, and are coupled with our value enriching thought-leadership. The solutions are designed to liberate budget for your core services, driving highly competitive return on investment and compelling transformation timelines.

3.Drawing on a combination of comprehensive experience and functional expertise, Chazey Partners delivers competitively priced services that enable our clients to measurably

improve business performance and achieve sustainable growth. Our solutions are independent of any other providers and are tailored to each client.

“The Chazey methodology and knowledge has been very valuable to Bimbo. The team’s approach, experience, passion and commitment to adding value has been fantastic and the partnership approach to working with a range of key internal stakeholders within our organization was very important during the project. I would highly recommend the Chazey team for any Shared Services Transformation assignment.” Gabriela Lopez Juarez

Global Business Services Director

Grupo Bimbo (Mexico)

(Grupo Bimbo is one of the largest baking companies in the world with a presence in 19 countries across America, Asia and Europe. It has close to

10,000 products and over 103 prestigious brands)

We Know What It Takes to Help You

Reach Where You Want to Be…

Reach Where YouWant to Be...

OUR LEADERSHIP Phil Searle CEO & Founder, Chazey Partners philsearle@chazeypartners.com

Phil Searle is the Founder and CEO of Chazey Partners. Phil founded Chazey Partners in 2006 and has more than 25 years of experience in Finance, Shared Services, Technology and Outsourcing.

Phil is a globally recognized expert in business transformation, shared services, offshoring, and outsourcing, covering both the private and public sectors. He is a regular speaker, judge and chairperson at numerous events around the globe and has written many articles on these subjects.

Prior to founding Chazey Partners, he was Group Vice President and CFO of Cendant TDS International, responsible for all aspects of Finance across four continents, including Decision Support, Financial Planning & Analysis, and Controllership and Financial, as well as certain HR Shared Services. Prior to Cendant, Phil was VP Finance and Corporate Controller at 3Com Corporation. Here he headed the Corporate Controller Function and the Worldwide Shared Finance Services team. His responsibilities included far reaching organizational, technology, service delivery and business process improvement initiatives resulting in the global roll-out of ERP solutions and Shared Services for Finance, HR, Supply Chain, Logistics and Customer Support.

He trained and qualified as a Chartered Accountant (ICAEW) in the UK with KPMG. He has a BA Honours Degree in Economics from the University of Exeter and is also a member of Financial Executives International (FEI).

Phil received the award for Contribution to Shared Services and Sourcing Thought Leadership, 2009 at the 9th Annual Shared Services & Outsourcing Week event held in Budapest, Hungary.

MEET THE TEAM

Robert TowleChief Operating OfficerChazey Partnersroberttowle@chazeypartners.com

Robert has over 20 years of experience in Finance, Shared Services and Technology implementations. He has led multiple Shared Services transformation projects and has held a number of roles managing Shared Services in the US, the UK and across India. Prior to joining Chazey Partners, he was the Vice President of Finance for Pinkerton Consulting. Before Pinkerton, Robert was the Vice President of Global Operations Finance for Travelport Limited, with responsibility for managing the company’s Indian Shared Services Centre, global corporate travel, and North American payroll operations.

Esteban CarrilManaging Director, Latin AmericaChazey Partnersestebancarril@chazeypartners.com

Esteban has more than 16 years of Finance, Shared Services and Operations Management experience in different multinational companies. Prior to joining Chazey, he was the Latin America Shared Services Director at EMC Corporation, where he was responsible for establishing and optimising a multi-task Shared Services Centre across the whole region. Before EMC, Esteban was the Latin America Shared Services Director for 3Com, where he led the rollout of SAP across 8 Latin American countries and where he was also responsible for the transformation into a Shared Services model.

Russ MichnaMarketing and Operations Support ManagerChazey Partnersrussellmichna@chazeypartners.com

Russell is responsible for the marketing programs, brand management, and customer relationships and development for Chazey Partners. His experience includes reorganization of multiple business functions, organizational rebranding and multiple product launches. He has 10 years of experience in marketing and operations and is well suited to supporting leadership teams to create employee centric and customer focused projects.

Daniel LawrenceRegional Director EuropeChazey Partnersdaniellawrence@chazeypartners.com

Daniel has over 15 years of finance operations and management experience in hi-tech industries including Shared Services, business process transformation and organisational integrations.

Craig AckermanRegional Director United States Chazey Partnerscraigackerman@chazeypartners.com

Craig brings over 25 years of experience in business leadership, transformation, shared services and outsourcing to this role. Craig previously served as the Director of a multi-function finance, HR and procurement shared services team at Day & Zimmermann, a $2.7B industrial, defense, and workforce services organization.

Chas MooreManaging Director, Canada Chazey Partnerschasmoore@chazeypartners.com

Chas has 17 years of experience in business leadership, management and Shared Services implementations. Prior to his current role, he was the Interior Health Business Support Director for Corporate Initiatives, leading Shared Services implementations in the Canadian healthcare sector. Prior to the formation of Interior Health, Chas was the Chief Financial Officer of one of its 18 predecessor organisations, where he led integration and innovation initiatives for the five health authorities that operated in British Columbia’s Cariboo region.

North America | Latin America | Europe | Middle East | Africa | Asia

Email: Inquiries@chazeypartners.com | Web: www.chazeypartners.com