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Presents

5th BPM & Shared Services Conclave

Delivering on Business Imperatives– Unleashing the Power of Process Discipline

Date: 27th November, 2015 Venue: ITC Sheraton, Saket, New Delhi, India

Program Director: Sunil Sayal, Region CFO, India, Nokia Solutions & Networks Pvt Ltd

Knowledge Partner Co-Sponsor Associate Sponsors

Enabling Business and Growth

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Shared Services Forum (SSF) with RvaluE Consulting as Knowledge Partner, have conceptualized the 5th BPM & Shared Services Conclave. The key objectives of the Conclave are to capture and disseminate awareness/ impact of Business Process Management (BPM) by Indian Organizations through Shared Services– captive and hybrid models, spreading and recognizing adoption of BPM & Shared Services in India, fully leveraging the best practices from global shared services and off- shoring operations.

Past Conclave Events - 2011 to 2014:

The BPM & Shared Services Conclave journey was initiated in 2011, in collaboration with Delhi Management Association, under the umbrella of All India Management Association. This journey so far has been an extremely successful one with delegates taking home not only a huge repertoire of experiences with regards to strategic execution of BPM, but also connections and Awards that bring in ‘Culture’ and ‘Value’ to the Industry. SSF has now been successfully and single-handedly organizing the annual event of BPM & Shared Services Conclave.

The BPM & Shared Services Conclave event is one of its kind in India, with a winning combination of renowned panel of speakers, and attended by leaders from across the country, followed by an extremely charged-up evening of celebrations for Excellence & Recognition Awards for Leaders & Organizations across India.

BPM & Shared Services Conclave: An Overview

2 Pioneering Leaders felicitated

14 Organizations Awarded/Recognized

5 Research Papers published

30+ Case Studies presented

3 Release of SSF publications

Visionary Themes of past Conclave events:

2011 Finance and Accounting Transformation through Shared Services

2012 Shared Services as a Strategic Enabler

2013 Redesigning Business Processes for Competitive Advantage

2014 Process Agility & Cost Optimization in Service and Support Functions: The Imperatives for Global India

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SSF Publications

The Conclave events have also now become the platform for SSF to compile and release knowledge-sharing publications. These publications serve as a tool to innovate further, thus improving business efficacy. The publications released so far have been listed below:

This is also an opportunity for leaders/ practitioners to share remarkable case studies, shared services journey, leadership articles, and success stories related to Business Process Management & Shared Services experiences!

In the year 2015, Shared Services Forum takes pleasure in announcing:

5th BPM & Shared Services Conclave

Delivering on Business Imperatives– Unleashing the Power of Process Discipline

On 27th November, 2015 At ITC Sheraton, Saket, New Delhi

The last four conclave events reinforced the need that success stories of Indian Corporations on BPM is the best possible way to disseminate the value of BPM and Shared Services, the hybrid models and their linkages to business impact. In this fast-paced changing world, since Indian organizations are required to deal with the huge demands of Compliance, Data Integrity, On-Time Information, Quality Assurance, and Customer Satisfaction, they are realizing the need to streamline BPM adoption so as to deliver on such business imperatives. Accordingly, in the current era of growth and globalization, Indian organizations are drawing upon global ‘best in class’ practices from overseas as well as off-shoring business operations and ‘adapting’ to make them ‘best in context’ BPM strategy that enable them to swiftly achieve the goals!

Hence, it is time now for SSF to bring specific focus of the industry towards ensuring the delivery of business targets en route while building discipline in business processes!

1. The ‘first-ever’ Shared Services Survey on Indian Organizations

2. A book titled Business Process Management: The Inflection Point for Competitive Advantage

3. An SSF Journal, Process Edge: The 4th Conclave event also served as the launch pad for the quarterly SSF Journal, Process Edge, wherein industry insights and case studies of BPM adoption can be shared, en route to becoming a pioneering cog in the wheel of Global India.

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2015 Conclave Objectives & Outline

Agenda of BPM & Shared Services Conclave 2015 has been categorized under three streams: Workshop Panel Discussions & Case Presentations, Excellence Awards and Recognitions, and SSF Publication of Survey Report on BPM & Shared Services

The key focus areas of the One Day conclave are: Showcasing BPM as a Strategy to achieve Business Imperatives Gaining momentum for conscious adoption of Process Discipline Felicitating Leading Organizations and Exemplary Leaders in Shared Services Publishing strategically captured information/data on BPM adoption

The conclave is likely to be attended by around 100+ delegates and will focus on the following broad topics for the panel discussions/ Presentations: Key business imperatives from the lens of CXOs Ensuring Compliance and Reducing Rework Mantras of Success to enable Customer Oriented Delivery Model BPM as a Catalyst for Cultural Change Process discipline for Multiple Functions [ F&A, HR, SCH, CRM, etc] Customer Led BPM–Moving Forward, Inertia to Innovation Hallmark of a BPM Leader: A Champion and a Magician Scaling-up & Transforming Shared Services Operations in India

Awards & Recognitions

BPM & Shared Services Excellence awards are designed to recognize contributions by Companies and Individuals/ Professionals that are broadly comparable. With this objective, the year 2015 Excellence Awards will be in the following Categories:

Shared Services in India & Subcontinent: Servicing for any of the Service Functions such as Finance & Accounting (F&A), Human Resource (HR), Supply Chain Management, Operations, Customer Life Cycle Management, Information Technology Services – for locations within India or including Overseas

Effective BPM adoption - Delivered Business Impact/Achieved Business Excellence by any of the following: Leveraging Process Discipline and Innovation in any of the Service Functions Transforming in Technology or digitization in any of the Service Functions Deploying Innovative People practices Moving up the Process Value Chain

Effective Business Process Transformation for a Client by BPO, presenting a Client Case Study demonstrating value delivery

Recognitions

Successful Launch of Business Process Consolidation Strategy by Companies/Institutions in India through Captive or Outsourced Shared Services

Felicitations

Felicitating Leaders/ Achievers to recognize and honor stellar contributions by Distinguished Individuals who are key leaders in Global India to build the BPM space at the Industry level as well as at the Company level.

Exemplary Pioneering and Thought Leaders - who introduced and enhanced BPM strategy in Global India by their visionary thinking & strategic execution

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An independent Jury comprising of Leaders has been constituted, who would objectively assess the strengths of BPM Leaders and Organizations that have enabled value realization through BPM strategy. These Awards are benchmarks for Indian Corporate to adopt Shared Services.

Invited Key Speakers Ram Ramasundar, MD, Blue River Capital Urs-Ulrich Katzenstein, MD, Metro Global Business Services Pvt Ltd Ashok Barat, CEO, Forbes & Company Ltd K Ramesh, CEO, Rural Shores Samir Joshipura, Group CEO, Sintex Industries Pvt Ltd Rajendra Prasad, President & Chief Financial Officer, SRF Ltd Harish Dua, President & Acting Group CFO, Jindal Steel & Power Ltd Raghunath Mandava, Director – Customer Services, Bharti Airtel Sunil Sayal, Region CFO, India, Nokia Solutions & Networks Ravi Ramakrishnan, Founder & CEO, RvaluE Sarajit Jha, Chief Corporate Strategy, Tata Steel Ltd Anupam Kashiv, Head – Global Shared Services, Cipla Ltd Anand Maheshwari, President – Strategic Initiatives, RvaluE Vinod Rao, National Finance Controller, Indus Towers Sanjay Gupta, Chief Architect, Shared Services Forum Rakesh Sinha, VP & Business Leader, RvaluE Anupama A Mohindra, VP – Global Business Services, American Express H Karthik, Partner, Global Sourcing Practice, Everest Group Manu Talwar, CEO, Luxor Writing Instruments Pvt Ltd

Key Takeaways for Delegates

Eminent speakers (CXOs, CFOs, and Business Leaders having experience of leading transformation) will share their expertise/ experience on the above topics for delegates. The key takeaways are: How can Process discipline become the engine to drive Business imperatives How to achieve end objective during BPM adoption How is BPM adoption impacting the culture of an organization The road to BPM adoption from Global to Indian organizations BPM adoptions in functions beyond F&A, HR, Supply-chain, Operations What are the right KPIs for your Business processes Learn from success stories of Indian organizations to drive BPM Connect with eminent experts with Shared Services expertise and experience Tips and Tricks of successful Shared Services implementation

Who would attend

CXOs, CFOs, Finance Controllers, Heads of HR/IT/Supply Chain Entrepreneurs of the Rural Sector Business strategy Leaders/Managers Senior functional managers from multiple functions like, Quality/ Process Excellence, Finance &

Accounting, Corporate Compliance, Supply Chain & Logistics, Information Systems, Human Resources

Managers/ Leaders from Shared Services /BPO – F&A, HR, Supply-chain, Operations People managing CPCs of Banking/Financial Services/ Insurance operations

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Venue & Timing

Venue : Ball Room, ITC Sheraton, Saket, New Delhi Registration : 9.00 AM to 9.30 AM Panel Sessions : 9.30 AM to 5.00 PM Awards & Recognition : 5.00 PM to 6.00 PM Cocktail & Dinner : 6:45 PM. onwards

Participation Fee

Category

EARLY BIRD: Up to 16th Nov’ 2015 (INR per participant)

After 16th November, 2015

1 – 2 Delegates

3 – 4 Delegates

5 & more Delegates

(INR per participant)

Shared Services Forum Members

11000 10500 10000 12000

Non - Members 12000 11500 11000 13000

*Service Tax @14% extra on Delegate fee

DD/Cheques are to be made in favour of Shared Services Forum Payable at New Delhi. Nomination fee is non-refundable. However, participation by a substitute is allowed.

Industry Publication

Pioneering Survey Report 2015 on BPM Adoption in India

For global organizations, India has continued to remain the hub for providing business process management services. But knowledge-sharing and dissemination with regards to adopting BPM and setting up of Shared Services Centers in India is still a challenge. Since one of the objectives of the Shared Services Forum is also to disseminate the required knowledge, the Forum is conducting a survey that will cover BPM implementation for all domains and staff functions.

In the year 2012, SSF in partnership with RvaluE Consulting had conducted first of its kind study about the shared services adoption by Indian organizations both in the public and private sectors. The Survey Report, released as a SSF publication, gave major insights on BPM & shared Services adoption in the country.

As a sequel to the above, SSF is pioneering ‘Survey 2015’, to be released at the Conclave 2015 event, to understand the reality of BPM adoption in the Indian Industry, and fully leverage the best practices in the context of ‘Global India’!. The Survey Report will capture the current state of BPM adoption by Indian companies including ET500, whether in shared services model, or otherwise – the drivers, requirements, challenges, functions, processes, practices, technologies used, value realized, as well as emerging trends for such adoption in the future. The respondents will have varied demographic profiles, including the government sector to explore the status of SSC adoption across a wide range of Industries.

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BPM & Shared Services Conclave Sponsoring Organizations in the past: Keeping in view your keen business interest and focus on business process management & shared services space across industry verticals and functions, we invite your organization to be SSF’s event partner at this prestigious conclave. We attach the available sponsorship options & benefits, for the purpose.

SSF, being an organization focused on creating awareness, capturing, consolidating and dissemination of BIC practices of BPM for the Global India, depends largely on support from enlightened leaders like you as well as organization such as yours to carry out its management development initiatives.

Snapshots of Past Conclave Events

Past Conclave Events: A Snapshot

Conclave events, in the past, have received remarkable participation of 100+ leaders from organizations like Adani Group, Essel Group, Vodafone, Aircel, American Express, Bharti Group, Dr Reddys, Ericsson, Escorts, EXL, Future Group, Hindustan Unilever, Nokia Solutions, Everest Group, ICICI Prudential, Maruti, Mother Diary, Nestle, PwC, Ranbaxy, Religare, VE Commercial Vehicles and several PSUs, to name a few. Eminent speakers from India and overseas put forward their ideas and shared their experiences under panel sessions/themes during the day. The key note speeches are delivered by distinguished industry leaders.

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Some of the speakers at our past Conclave events have been renowned leaders like Mr. Raman Roy, Quatrro Global Services, Mr. Akhil Gupta, Bharti Group, Mr. Narayanan Sampath, Infosys BPO, Mr PB Balaji, Hindustan Unilever, Mr.Vinod Aggarwal, VECV, Ms Vandana Jogani, ICICI Bank, Mr H Karthik, Everest Group, Mr Kishan Jayasekera, Brandix, Sri Lanka, Mr Pramod Bhasin, Genpact, Mr Anil Sachdev, Grow Talent & SOIL, Mr Rajendra Prasad, SRF, Mr Umang Vohra, Dr Reddy’s Laboratories, Mr Shantanu Ghosh, Genpact, Mr Gilles Boutte, Volvo Eicher, Mr Govind Sankaranarayanan, Tata Capital, Mr Hitesh Vakil, Zee Group, Mr Anup Vikal, Aircel, Mr Ravi S Ramakrishnan, RvaluE Consulting, Mr K Ramesh, Former HUL Shared Services, Mr Rahul Bishnoi, Consultant, to name just a few.

Felicitations, Awards & Recognitions for Excellence in BPM & Shared Services

The Conclave also serves as the platform for recognizing and awarding Organizational Achievements and Professional Excellence, thus setting benchmarks, for Indian organizations to adopt BPM & Shared Services Strategy. The Felicitations, Awards and Recognitions have so far covered the following categories:

Awards

Shared Services & BPM in India & Subcontinent in Single or Multiple Domains: Excellence in Servicing for any of the critical Support/Service Functions such as Finance & Accounting, Human Resources, Supply Chain, Operations, Customer Life Cycle Management and Information Technology Services.

o The Domains covered include FMCG, Manufacturing, Pharma, Retail, Telecom, Banking, Insurance, Automobiles and Diversified.

Effective BPM: Excellence in Delivering Business Impact through Transformation and/or by Leveraging Process Excellence & Redesign or Power of Technology in any of the Service Functions – F&A, HR, IT, Operations

Adani Enterprises Ltd. received Excellence

Award for Shared Services – Diversified Domains

At 2013 Conclave

Reliance Industries received Excellence Award

for Shared Services – Diversified Domains

At 2014 Conclave

ADFC received Excellence Award for Shared Services –

Banking Domain At

2012 Conclave

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Felicitations

The 2014 Conclave marked a new tradition of felicitating BPM Industry Leaders with Pioneering Leader Awards to honor their stellar contributions in the BPM space at the Industry level as well as at the Organizational level.

Recognitions

Successful Launch of Business Process Consolidation Strategy by Companies/Institutions in India through Captive or Outsourced Shared Services

All our Conclave events have media coverage through various mediums like newsletters and magazines like CFO India Magazine, and TV Channels like ZEE News, APN News, etc. The Post Event report of last year’s conclave is available for your reference.

About the Organizers

Shared Services Forum (SSF) www.sharedservicesforum.in

Shared Services Forum (SSF) has been launched to progressively become the Forum of Interactive Excellence in India for BPM & Shared Services, with the strategic intent, inter alia, to include the following purposes:

- BPM & Shared Services Strategy: Help spread Shared Services adoption and Business Process Management in Indian Organizations across private/public sector, large/medium/small/rural enterprises and multiple domains/ verticals - Winning Practices: Enable exchange of best/ next and winning practices from practitioners and industry leaders, and adapt global practices to apply to requirements of Indian Organizations - Community Network: Build industry network of leaders and help nurture/develop the capabilities of leaders to become successful - Awards & Recognition: Honor, recognize and promote transformative strategies for Shared Services as well as Leaders who enable such transformation

Knowledge Partner

www.sharedservicesforum.in

SSF leverages the immense global and India BPM industry experience of RvaluE in multiple domains, across many functions and in all forms of operating models. They come with a strong association with the BPM ecosystem within India – Global Captives, Indian Corporations, Shared Services, BPO Majors, Pioneering Research & Publications, Industry Models & Standards etc., and draw upon their expertise to enable SSF to become a unique platform for enabling BPM Excellence in Global India.

Volvo Eicher Commercial Vehicles Team received the

Award of Recognition for ‘Successful Launch of

Shared Services Strategy in India at 2014 Conclave

Essel Business Excellence Services Center received the

Award of Recognition for Successful Launch of Shared Services Strategy in India at

2014 Conclave

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5th BPM & Shared Services Conclave Delivering on Business Imperatives–Unleashing the Power of Process Discipline

27th November 2015, ITC Sheraton, Saket, New Delhi

Please register our Nominee(s) for the Conclave.

Sr No Name Designation Mobile No Email

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Organization Name:……………………………………………………………………………………………………………………………………… Address for communication……………………………………………………………………………………………………………………….. Phone:…………………………………………………………….Email:……………………………………………………………………………….. Enclosed is a cheque/draft for Rs........................ in favour of Shared Services Forum being Registration fee for the Conclave. For Online Transfer: Account Name: Shared Services Forum; Bank: HDFC Bank Ltd, Malviya Nagar, New Delhi - 110017 Bank Account: Current A/c No. 13607630000737; RTGS/NEFT IFSC Code – HDFC0001360 Authorized Signatory, Name & Designation Date:…………………………….

Participation Fee (Per Participant)

Category

EARLY BIRD: Up to 16th Nov’2015 After 16th November, 2015

1 – 2 Delegates

3 – 4 Delegates

5 & more Delegates

Per Participant for registrations received along with the nomination

fee

Shared Services Forum Members

11000 10500 10000 12000

Non - Members 12000 11500 11000 13000

*Service Tax @14% extra on Delegate fee Service Tax No: AADCR9626FST001; PAN No: AADCR9626F Nomination fee is non-refundable. However, participation by a substitute is allowed.

Shared Services Forum

D-75, Upper Ground Floor, Malviya Nagar, New Delhi – 110 017 Tel: 011-26674814, 26674920

E-Mail: Conclave@sharedservicesforum.in Website: www.sharedservicesforum.in

(Please photocopy this form for use in case of more than five delegates)