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Technology Awareness
Session
19th November 2010
GlobalInsight Overview
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Agenda
1. What is the GIP?
2. The Goal of GIP
3. Primary Benefits Client Perspective
4. Primary Benefits CBRE Perspective
5. Tools FinanceInsight
6. Tools ServiceInsight
7. Tools - SourcingInsight
8. System of Record
9. Shared Services Platform
10. Process Plan
11.C
onsiderations12. Defining the Platform in EMEA
13. New Initiatives in 2011
14. Questions
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What is the GIP?
Global Insight Platform
Standardized Processes supported by integrated
technology for GCS Accounts globally.
FINANCIAL
INSIGHT
SERVICE
INSIGHT
SOURCING
INSIGHT
GCS Insight
Platform
Integration
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The Goal
FROM TO
Non-standardised, account specificoperations
Disparate systems with limited
integration
Disparate back-office spread acrosshigh cost locations in each region
Inconsistent client experience with
regards to financial reporting
Many manual processes involvingpaper
Limited data governance & poor data
quality
Globally standardised operationsbased on best practices
Tightly integrated systems operating
as a global platform
Globally consolidated back-officeshared service centers operating in
off-shore, low cost location
Consistent client experience across
the globe with consolidated reporting
Automated workflow
Designated systems of record for
master data, data governance, better
data quality and spend transparency.
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Primary Benefits Client Perspective
Consistent level of service across global regions
Improved global financial reporting
Lower accounting costs
Pre-authorized spend process improves accuracy ofaccruals (PO Model)
Improved sourcing strategies will lead to reduced costs
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Primary Benefits CBRE Perspective
Amount of time FMs spend on accounting functions willbe reduced by approximately 20-30%
Transparency to spend data improves sourcingopportunities
Transition costs will be reduced by an estimated 20-25%
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Tools FinancialInsight
FinancialInsight JD Edwards E1 (JDE) is the primary Finance and
Accounting system utilised for all GCS Global FM accounts.
What does JDE do?
Complete accounting tool, with the
ability to handle both AP and AR
processing.
Holds all base data including vendor,
location, chart of account, general ledger
and AP/AR details for the platform
Provides reporting on the above
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Tools ServiceInsight
er iceI sight is sed dail s a d
er ice Ce tre staff.
hat d es I d
Mai tai a r r fall racti and
lannedaintenance r rder
racks t edispatch, cost, rency,
location, issue type, andcompletiondataofall orkorders
Feedsour financesystem ithdata
required for invoicematchingand funds
releaseviaan integrateddataub
ServiceInsight (SI) isCBR s Global CMMS tool, employedon the
majorityofFMoutsourceaccounts.
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Tools SourcingInsight
What does Ariba do?
Manages Sourcing activities and
workflow including PO creation, dispatch
and receipt against ongoing contract
based POs
Tracks tender projects
Provides reporting analysis on
historical contract spend and savings
Storage of contract documentationand management of contract
compliance
Ability to provide service catalogues
from vendors
SourcingInsight Ariba is the Purchase Order and Tender tool utilised
on the Nestl account.
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Shared Services PlatformScope of Shared Services
GCS GLOBAL INSIGHT PLATFORM
PERFORMANCE MANAGEMENT & REPORTING
REGULATORY & COMPLIANCE
Funding
Payment Processing
STRATEGIC
SOURCING
Requirements
Planning
Data Collection &
Analysis
Sourcing Strategy
Bidder Selection
RFX Proposal Analysis
Final Negotiation
Vendor Selection
Contracts
Management
Vendor Performance
Mgmt
WORK ORDER
MGMT
Service Requests
Preventative
Maintenance
Work OrderCreation
& Approval
Work Order
Assignment &Dispatch
Work Completion
Work Inspection
ActualCosting
Work OrderClosure
(Payment Approval)
Client Follow-up
Purchase Order
Admin
Invoice Capture, Data
Entry, Upload
Invoice Matching
Exception Resolution
CONTRACT MGMT
Contract Request Contract Setup
Contract Approval Notifications
Contract Admin &Maintenance
PROCURE-TO-
PAY Purchase
Requisition
Purchase Order
PO Routing &
Approval
Invoice Review &
Exceptions
Receipt / Inspection VendorAdministration
Tax Reporting
VENDOR MGMT
Vendor Request
Vendor Qualification
VendorClassification
Vendor Management
& Issue Resolution
BPO SHARED
SERVICES
Xchanging
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How does it work?
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Considerations
CBRE Team
Educate the team
Educate the Client
Coordinate the effort
Identify the dependenciesin the team. Where is thedata coming from?
Client Team
Changing theculture/behavior tosupport the new model
Ensuring processes areadhered to
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Defining the Platform in EMEA
Integrated data across one of the Insight systems:
E.g. Data coming in through the processing HUB andinto JDE, and then back into the respective system.
However there are varying levels of integration
across the accounts..
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GlobalInsight Accounts EMEA
* Partial GIP
Integration between ServiceInsightand FinancialInsight
Full integration between
ServiceInsight, FinancialInsight andSourcingInsight
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New Initiatives 2011
ProjectInsight Expesite
Business Analytics Enhanced Reporting
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Q & A