Transition & Knowledge Transfer Management

TRANSITION ROADMAP

Our Transition Management offer includes:

• Transition Planning & Approach and the Execution responsibilities:
  • Align with stakeholders the detailed FTE mapping and transition planning per process / activity;
  • Supervise the knowledge transfer progress and secure expertise knowledge (if needed );
  • Supervise the completion of process or country specific documentation.
• Project Management Office tasks:
  • Prepare, propose and align reporting formats;
  • Define escalation paths within business and SSC management;
  • Organize the reporting process for the transition progress;
  • Monitor all program issues, follow-up and escalate when needed

In the unlikely event that Project stakeholders are unable to resolve issue within or outside it’s immediate capacity; or difference of opinion exists on any aspect it would refer to the below Escalation pyramid for guidance, conciliation and/or ultimate decision making.

Below you can see our Transition Management Scope:

Planning Activities

• Evaluate current definition of processes, subprocesses
• Finalize responsibility split & information flow
• Propose best practices on transition governance
• Transition risk mapping & mitigation strategies
• Prepare & manage transition master plan
• Define applicable framework for knowledge transfer
• Propose sufficient tools for knowledge capture
• Define detailed transition objectives for team members

Process Documentation Completion

• Analyse existing documentation
• Supervise completion of business process descriptions & process maps
• Prepare guidelines for detailed standard operating procedures
• Propose & align formats for authorization matrixes
• Supervise preparation of documentation before, during & after transition
• Capture key standarization opportunities for processes in scope

Transition Execution

• Align with stakeholders detailed FTE mapping & transition planning per process / activity
• Allocation of SSC transition team members to knowledge transfer activities
• Alignment with stakeholders on detailed knowledge capture plan
• Supervise knowledge transfer progress & secure expertise knowledge if needed
• Supervise completion of process or country specific documentation
• Evaluate transition team performance & apply corrective actions where necessary

Project Management Office

• Prepare, propose & align reporting formats
• Define escalation paths business & SSC management
• Organize reporting process for transition progress
• Monitor all program issues, follow-up escalate when needed
• Plan respective steps & co-ordinate SSC official process responsibility handover
• Prepare common database for documentation maintenance & tracking changes in way of working

TRANSITION & KNOWLEDGE TRANSFER:

EUROPE

• XXX FTE impacted by the project
• AP including: invoice posting, vendor query & payments to vendors
• AR including: bank statements posting & customer invoices issuing

NAM & EUROPE

• XX FTE impacted by the project
• AP / Payroll
• AR
• GL

REGIONAL MODEL

• XXX separate organizations to manage & maintain
• Standardization per region
• XXX separate transitions projects to run = more transition costs

SINGLE GLOBAL LOCATION

• One single organization = less overheads
• F&A processes centralized and standardized in one location
• Easiest way to define best practices & to implement them globally