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Introduction

This guide can be used by buyers of F&A outsourcing services to interview senior management in their organization to assess key stakeholder alignment to F&A sourcing initiative. The guide details list of questions which help in defining stakeholders’ view of organizational readiness and appetite for F&A sourcing engagement.

Scope

The scope of this interview guide in restricted to Finance & Accounting related processes such as Payroll, Account Payable, Account Receivables, General Accounting & Reporting, Fixed assets, and Travel Expense Reports.

Contents

The interview guide is divided into three sections: Current situation, Methodology, and Interview questions.

Current Situation – The intent of this section is to summarize the current organization situation, performance till date and forecast changes in operating environment. A summary of the proposed project and its’ impact on overall organizational performance is also illustrated.

Methodology – This section clarifies the information collection procedures and defines how findings will be used.

Interview questions – A comprehensive list of questions to assess the stakeholder’s position on F&A sourcing initiative is outlined. The questions in this sections focuses on specific F&A processes. Data is collected in this section covering various aspects such as stakeholder background, organizational structure, Cost/FTE related data, Systems, Services received, Services required, Service levels, opportunities and challenges, scope, Payroll, Account Payable, Account Receivables, General Accounting & Reporting, Fixed Assets, and Travel Expense Reports.