Negotiation Toolkit

August 2008 | Document #EG-60-000 | Other
This toolkit is a series of presentations, forms, and frameworks providing an overview of the critical processes, methodologies, and logistics necessary to complete a successful interest-based negotia... | More

Statement of Work (SOW) & Service Level Toolkit - Procurement

August 2008 | Document #EG-40-400 | Other
This Statement of work & service level specification document for Procurement functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilitie... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Cash & Banking

August 2008 | Document #EG-40-306 | Other
This Statement of Work & Service Level document for F&A Cash & Banking functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - SAP Hosting

August 2008 | Document #EG-40-707 | Other
This Statement of Work & Service Level document for IT Infrastructure SAP Hosting Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respons... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Compensation

August 2008 | Document #EG-40-501 | Other
This Statement of Work & Service Level document for HR Compensation functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities wit... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Defined Benefits

August 2008 | Document #EG-40-503 | Other
This Statement of Work & Service Level document for HR Defined Benefits service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsi... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Accounts Receivable

August 2008 | Document #EG-40-308 | Other
This Statement of Work & Service Level document for F&A Account Receivable functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Billing

August 2008 | Document #EG-40-300 | Other
This Statement of Work & Service Level document for F&A Billing functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities wit... | More

Statement of Work (SOW) & Service Level Toolkit - ADM - Application Maintenance

August 2008 | Document #EG-40-601 | Other
This Statement of Work & Service level document for IT ADM Application Maintenance functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respo... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Common IT Services

August 2008 | Document #EG-40-706 | Other
This Statement of Work & Service Level document for IT Infrastructure Common IT Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Disaster Recovery

August 2008 | Document #EG-40-711 | Other
This Statement of Work & Service Level document for IT Infrastructure Disaster Recovery Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced r... | More

Statement of Work (SOW) & Service Level Toolkit - ADM - Application Development

August 2008 | Document #EG-40-600 | Other
This Statement of Work & Service Level document for IT ADM Application Development functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respo... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Accounts Payable & Travel Expense

August 2008 | Document #EG-40-305 | Other
This Statement of Work & Service Level document for F&A Account Payable & Travel Expense functions is designed to provide the buyers of outsourcing contracts a standard set of commonly ou... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Compliance Unit

August 2008 | Document #EG-40-310 | Other
This Statement of Work & Service Level document for F&A Compliance Unit functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibili... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - General Ledger

August 2008 | Document #EG-40-301 | Other
This Statement of Work & Service Level document for F&A General Ledger functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilit... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Payroll Tax

August 2008 | Document #EG-40-309 | Other
This Statement of Work & Service Level document for F&A Payroll Tax functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Desktop

August 2008 | Document #EG-40-705 | Other
This Statement of Work & Service Level document for IT Infrastructure Desktop Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibil... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Messaging

August 2008 | Document #EG-40-710 | Other
This Statement of Work & Service Level document for IT Infrastructure Messaging Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Midrange

August 2008 | Document #EG-40-701 | Other
This Statement of Work & Service Level document for IT Infrastructure Midrange Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibi... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Benefit Administration

August 2008 | Document #EG-40-500 | Other
This Statement of Work & Service Level document for HR Benefit Administration functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibi... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Contact Center

August 2008 | Document #EG-40-502 | Other
This Statement of Work & Service Level document for HR Contact Center functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities w... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Electronic Scanning

August 2008 | Document #EG-40-307 | Other
This Statement of Work & Service Level document for F&A Electronic Scanning functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsi... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Fixed Assets

August 2008 | Document #EG-40-302 | Other
This Statement of Work & Service Level document for F&A Fixed Asset Management functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respo... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Payroll

August 2008 | Document #EG-40-303 | Other
This Statement of Work & Service Level document for F&A Payroll functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities wit... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Reporting

August 2008 | Document #EG-40-304 | Other
This Statement of Work & Service Level document for F&A Reporting functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities w... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Data Center

August 2008 | Document #EG-40-709 | Other
This Statement of Work & Service Level document for IT Infrastructure Data Center Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respons... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Data Network

August 2008 | Document #EG-40-702 | Other
This Statement of Work & Service Level document for IT Infrastructure Data Network Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respon... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Helpdesk

August 2008 | Document #EG-40-704 | Other
This Statement of Work & Service Level document for IT Infrastructure Helpdesk Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibi... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Mainframe

August 2008 | Document #EG-40-700 | Other
This Statement of Work & Service Level document for IT Infrastructure Mainframe Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Voice Network

August 2008 | Document #EG-40-703 | Other
This Statement of Work & Service Level document for IT Infrastructure Voice Network Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respo... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Web Hosting

August 2008 | Document #EG-40-708 | Other
This Statement of Work & Service Level document for IT Infrastructure Web Hosting Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respons... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Defined Contribution

August 2008 | Document #EG-40-504 | Other
This Statement of Work & Service Level document for HR Defined Contributions service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced res... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Employee Data Management

August 2008 | Document #EG-40-506 | Other
This Statement of Work & Service Level document for HR Employee Database Management functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced resp... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - General Mobility

August 2008 | Document #EG-40-507 | Other
This Statement of Work & Service Level document for HR Global Mobility functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities ... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - HRIT

August 2008 | Document #EG-40-508 | Other
This Statement of Work & Service Level document for HR HRIT functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities within the ... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Learning & Development

August 2008 | Document #EG-40-509 | Other
This Statement of Work & Service Level document for HR Learning & Development service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsource... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Payroll

August 2008 | Document #EG-40-510 | Other
This Statement of Work & Service Level document for HR Payroll service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities ... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Performance Management

August 2008 | Document #EG-40-511 | Other
This Statement of Work & Service Level document for HR Performance Management functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibi... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Relocation

August 2008 | Document #EG-40-505 | Other
This Statement of Work & Service Level document for HR Relocation service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibiliti... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Recruiting

August 2008 | Document #EG-40-512 | Other
This Statement of Work & Service Level document for HR Recruiting functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities withi... | More

Statement of Work (SOW) & Service Level Toolkit - Contact Center

October 2009 | Document #EG-40-200 | Other
This Statement of Work & Service Level Specification document for Contact Center functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibili... | More

Transition Management Toolkit

September 2008 | Document #EG-85-000 | Other
The Transition Management toolkit is designed to enable organizations to understand different facets of the transition of services from the buyer to the supplier. The toolkit facilitates the design of... | More

RFP Toolkit

September 2008 | Document #EG-50-100 | Other
The RFP toolkit is designed to provider the buyers of outsourcing contracts a standardized approach to launch an RFP process to procure services. The tools and templates in the RFP toolkit serve as e... | More

Governance Toolkit

August 2008 | Document #EG-90-000 | Other
This toolkit helps organizations understand what governance is in an outsourcing deal and facilitates the design process of the governance structure for a Buyer's organization. It also provides s... | More

Due Diligence Toolkit

September 2008 | Document #EG-25-000 | Other
The tools and templates in the Due Diligence toolkit serve as excellent starting points to quickly and effectively plan, organize, and prepare the buyer's internal resources for Due Diligence on ... | More

Risk Analysis Toolkit

August 2008 | Document #EG-20-000 | Other
This risk analysis toolkit is designed to provide the buyers of outsourcing contracts a standardized approach to analyze potential risks as well as create risk mitigation strategies. The toolkit expl... | More

Change Management Toolkit

September 2008 | Document #EG-70-000 | Other
This toolkit helps Buyer organizations understand what is required when conducting change management due to an outsourcing initiative. It also provides sample documents that can be leveraged as the st... | More

Baseline-Business Case Toolkit for ADM & IT Infrastructure

April 2009 | Document #EG-35-600 | Other
This toolkit is an Excel workbook that provides a comprehensive framework for building a business case for the potential outsourcing of some or all Information Technology functions to include both Inf... | More

Data Collection Toolkit - IT Infrastructure

July 2008 | Document #EG-10-700 | Other
The IT Infrastructure data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in IT Infrastructure functions. T... | More

Pricing Approach Toolkit - Finance & Accounting

July 2008 | Document #EG-30-300 | Other
This template can be used to gather unit based pricing inputs from suppliers for F&A outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, identifies impac... | More

Pricing Approach Toolkit - Human Resources

July 2008 | Document #EG-30-500 | Other
This template can be used to gather unit based pricing inputs from suppliers for HR outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, identifies impact... | More

Pricing Approach Toolkit - IT Infrastructure

July 2008 | Document #EG-30-700 | Other
This template can be used to gather unit based pricing inputs from suppliers for IT Infrastructure outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, id... | More

Stakeholder Interview Toolkit - Finance & Accounting

July 2008 | Document #EG-15-300 | Other
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 det... | More

Stakeholder Interview Toolkit - Human Resources

July 2008 | Document #EG-15-500 | Other
This guide can be used by buyers of HR outsourcing services to interview senior management in their organization to assess key stakeholder alignment to HR sourcing initiative. The guide details list ... | More

Stakeholder Interview Toolkit - IT Infrastructure

July 2008 | Document #EG-15-700 | Other
This guide can be used by buyers of IT Infrastructure outsourcing services to interview senior management in their organization to assess key stakeholder alignment to IT Infrastructure sourcing initi... | More

Pricing Approach Toolkit - Procurement

July 2008 | Document #EG-30-400 | Other
This template can be used to gather unit based pricing inputs from Suppliers for Procurement outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, identifi... | More

Stakeholder Interview Toolkit - Procurement

September 2008 | Document #EG-15-400 | Other
This guide can be used by buyers of Procurement outsourcing services to interview senior management in their organization to assess key stakeholder alignment to Procurement sourcing initiative. The g... | More

Data Collection Toolkit - Procurement

September 2008 | Document #EG-10-400 | Other
The Procurement data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in Procurement functions. The data coll... | More

Master Service Agreement Toolkit

November 2009 | Document #EG-80-001 | Other
This Master Services Agreement document is designed to provide the buyers of outsourcing contracts a standard set of commonly used terms and conditions. The documents can be used as a guideline for l... | More

Global Location Insights: July 2008

H Karthik, Shefali Saxena

July 2008 | Document #ERI-2008-2-B-0263 | Research Brief
How important are investment incentives from offshore destination governments | More

Data Collection Toolkit - Finance & Accounting

July 2008 | Document #EG-10-300 | Other
The F&A data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in finance and accounting functions. The da... | More

Data Collection Toolkit - Human Resources

July 2008 | Document #EG-10-500 | Other
The HR data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in human resources functions. The data collected... | More

Data Collection Toolkit - Application Development & Maintenance (ADM)

July 2008 | Document #EG-10-600 | Other
The IT ADM data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in IT Application & Development functions... | More

Pricing Approach Toolkit - Applications Development Maintenance (ADM)

July 2008 | Document #EG-30-600 | Other
This template can be used to gather unit based pricing inputs from suppliers for IT ADM outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, identifies im... | More

Stakeholder Interview Toolkit - Applications Development Maintenace (ADM)

July 2008 | Document #EG-15-600 | Other
This guide can be used by buyers of IT ADM outsourcing services to interview senior management in their organization to assess key stakeholder alignment to IT ADM sourcing initiative. The guide detai... | More

Pricing Approach Toolkit - Contact Center

July 2008 | Document #EG-30-200 | Other
This multi-tabbed spreadsheet is a template that can be used to gather pricing inputs from suppliers for Contact Center outsourcing situations. The template facilitates evaluation and comparison of m... | More

Stakeholder Interview Toolkit - Contact Center

September 2008 | Document #EG-15-200 | Other
This guide can be used by buyers of Contact Center outsourcing services to interview senior management in their organization to assess key stakeholder alignment to Contact Center outsourcing initiati... | More

Data Collection Toolkit - Contact Center

October 2009 | Document #EG-10-200 | Other
The Contact Center data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in Contact Center functions. The data ... | More

Tax Considerations in IT Outsourcing

Lenny Joiner, Ross Tisnovsky

March 2008 | Document #ERI-2008-4-R-0229 | Research Report
Tax planning plays a major role in structuring an outsourcing relationship or shared services initiative, especially those that involve a global delivery model. Taking corrective actions after structu... | More

Technology Choices in PO

Phil Fersht, Saurabh Gupta

October 2006 | Document #ERI-2006-1-R-0151 | Research Report
Procurement Outsourcing (PO) facilitates technology deployment by reducing Total Cost of Ownership (TCO) and risks as well as improving service quality. Leading PO suppliers have the technology capabi... | More

Optimizing the FAO Retained Organization

Rhonda Diamond, Katrina Menzigian

April 2008 | Document #ERI-2008-1-W-0242 | Whitepaper
In its investigation of current practices around the retained F&A organization, Everest's FAO research has discovered that many times key value is left on the table. As a result, FAO engagem... | More

PO Annual Report 2005

Saurabh Gupta

November 2005 | Document #ERI-2005-1-R-0120 | Research Report
The Procurement Outsourcing (PO) market has the potential to become the "game-changer" in BPO. It has started to gain traction, although it has yet to emerge with full momentum. | More

The Outsourcing Engagement Model as a Strategic Element in Expanding Share of the Buyer's Wallet

Soumit Banerjee, Shiraz Ritwik, Ross Tisnovsky

January 2008 | Document #ERI-2008-4-R-0164 | Research Report
Outsourcing relationships are complex, and the success of the outsourcing deal is driven by the alignment of interests between the buyer and the supplier. The engagement model is one of the main facto... | More

PO Supplier Profile Compendium

Ateendra Dabas, Saurabh Gupta, Katrina Menzigian, Ankur Sahni

October 2008 | Document #ERI-2008-1-R-0273 | Research Report
The Procurement Outsourcing (PO) Supplier Profile Compendium is a companion to the latest study, Global Procurement Outsourcing (PO) Supplier Landscape, August 2008, and provides accurate, comprehens... | More

Offshoring F&A Services

Richa Bansal, Saurabh Gupta, Sonal Singla

February 2006 | Document #ERI-2006-1-R-0109 | Research Report
The report covers the offshore trends and value proposition of offshoring in F&A and discusses the solution design for F&A offshore solution. This report will assist companies considering outsourcing ... | More

The Great Outsourcing Divide: Where HRO has been challenged, FAO is blossoming

Phil Fersht

September 2006 | Document #ERI-2006-1-W-0113 | Whitepaper
When evaluating the current health and state of Human Resources Outsourcing ("HRO") and Finance and Accounting Outsourcing ("FAO"), it is apparent that FAO is now beginning to enjoy a high percentage ... | More

Asset-light outsourcing model. The role of asset ownership in Infrastructure Outsourcing

Soumit Banerjee, Shiraz Ritwik, Ross Tisnovsky

February 2007 | Document #ERI-2007-4-R-0125 | Research Report
The ownership of IT assets is one of the key factors in determining the dynamics of an outsourcing engagement. This white paper traces the evolution of approaches to IT asset ownership and transfer ov... | More

Procurement Outsourcing (PO) Annual Report 2008

Ateendra Dabas, Saurabh Gupta, Katrina Menzigian

April 2008 | Document #ERI-2008-1-R-0234 | Research Report
With the number of new contract signings in 2007 matching that of 2006, the PO market is moving closer to entering a “rapid growth” phase as 2008 unfolds. In response to this increased mar... | More

Global Sourcing in PO

Saurabh Gupta, Katrina Menzigian

November 2007 | Document #ERI-2007-1-R-0217 | Research Report
The value proposition of Procurement Outsourcing (PO) is centered around spend-related savings and not labor arbitrage. Consequently, the degree of offshoring in PO contracts is only around 25% less ... | More

Nurturing Innovation in Finance & Accounting Outsourcing: The Next Wave in FAO Evolution

Peter Bendor-Samuel, Saurabh Gupta, Kara Wyatt

April 2007 | Document #ERI-2007-1-W-0158 | Whitepaper
The Finance and Accounting Outsourcing (FAO) market transformed over the last two years, experiencing close to 100% growth during this period, with further double-digit growth anticipated for the next... | More

Offshore Adoption

Marc Pramuk, Vipul Taneja

February 2006 | Document #ERI-2006-3-R-0105 | Research Report
Offshoring has become a critical factor in most of the sourcing decisions. In terms of offshore maturity, Human Resource Outsourcing (HRO) lags behind ADM, R&D, call centers, and FAO. However, the off... | More

Roadmap to Realizing the Savings in PO

Mark Craddock, Saurabh Gupta, Katrina Menzigian

September 2007 | Document #ERI-2007-1-W-0212 | Whitepaper
Everest Research Institute conducted a study of the PO market to educate the industry on the challenges in the PO market and the available mechanisms to address those challenges. | More

How Structural Changes in the ITO Market are Likely to Affect the Industry

Soumit Banerjee, Shiraz Ritwik, Ross Tisnovsky

November 2007 | Document #ERI-2007-4-R-0168 | Research Report
Information Technology Outsourcing (ITO) industry research is not short of opinions and discussions around structural market trends (e.g., unbundling, consolidation, fragmentation). This abundance of ... | More

Infrastructure Outsourcing Roadmap

Soumit Banerjee, Shiraz Ritwik, Ross Tisnovsky

January 2007 | Document #ERI-2007-4-R-0124 | Research Report
Infrastructure Outsourcing Roadmap revisits the history of the Infrastructure Outsourcing (IO) market and develops understanding of the prevalent business models in this market (i.e., traditional outs... | More

Delivering higher value in FAO - Impact of FAO technology innovation

Phil Fersht, Saurabh Gupta

March 2007 | Document #ERI-2006-1-W-0127 | Whitepaper
After more than a decade in incubation, the Finance and Accounting Outsourcing (FAO) industry is recently experiencing unprecedented growth, doubling in size in the last two years and forecasted to co... | More

Global Supplier Landscape in FAO

Richa Bansal, Saurabh Gupta, Katrina Menzigian

June 2007 | Document #ERI-2007-1-R-0163 | Research Report
This Everest study focuses on mapping out how this landscape is evolving, what differentiates players, and how leading FAO providers are winning business. The study also includes Everest's Capab... | More

Outsourcing the Procure-to-Pay (P2P) Process

Saurabh Gupta, Katrina Menzigian

February 2008 | Document #ERI-2008-1-R-0224 | Research Report
This report examines the expanding market opportunity around the outsourcing of Procure-to-Pay (P2P) processes. It focuses on identifying the emerging value proposition of an end-to-end approach in ... | More

ITO 2008 Annual Report

Soumit Banerjee, Shiraz Ritwik, Ross Tisnovsky

April 2008 | Document #ERI-2008-4-R-0240 | Research Report
The IT Infrastructure Outsourcing Annual Report sketches the changing world of IO with focus on emerging asset ownership dynamics, delivery location selection in asset-light service, role of labor arb... | More

Outsourcing Order-to-Cash (O2C) and Procure-To-Pay (P2P) - Opportunity to Create Business Impact

Richa Bansal, Saurabh Gupta, Katrina Menzigian

December 2007 | Document #ERI-2007-1-R-0201 | Research Report
This study investigates the business value and the market state of outsourcing O2C and P2P processes. The purpose of this research is to identify the opportunity and the constituents of the business ... | More

Role of Tools in Infrastructure Outsourcing

Soumit Banerjee, Shiraz Ritwik, Ross Tisnovsky

September 2007 | Document #ERI-2007-4-R-0209 | Research Report
The world of IT is witnessing the development of various tools which automate multiple functions and tasks in a typical IT infrastructure operation. Within the scope of outsourcing, such tools are s... | More

Webinar: Debating the Outlook for IT Services Spending in 2008

December 11, 2007 | Webinar
Are we heading for a major slowdown or pockets of minor correction? This webinar explores what is likely to happen in 2008. | More

Webinar: HRO – 2007 Recap & 2008 Outlook

November 06, 2007 | Webinar
Hear about how the HRO events of 2007 lead to an exciting 2008. | More

Webinar: Role of Offshoring in Procurement Outsourcing

October 18, 2007 | Webinar
Procurement outsourcing is increasingly incorporating  offshoring into it model - where will this lead? | More

Webinar: The Latin America Opportunity

November 27, 2007 | Webinar
Learn the latest about offshoring trends in Latin America. | More

Webinar: Offshore Divide: Debating the value of third-party outsourcing and offshore captives

October 11, 2007 | Webinar
This webinar examines the relative strengths and benefits of offshore captives and third-party outsourcing. | More

NASSCOM 2008: India Leadership Forum

February 13 thru February 15, 2008 | Event
Everest takes part in this well-known event that looks at the ways India can maintain leadership in IT-BPO area. | More

HRO World 2008

April 15 thru April 17, 2008 | Event
The largest event focused on HR Outsourcing - the 6th annual conference. | More

Webinar: Capturing Increased Value from IT Outsourcing

October 03, 2007 | Webinar
How will the evolution of IT management and governance tools impact outsourcing? | More

Webinar: Consolidation is Coming - Better Look Busy!

June 05, 2007 | Webinar
Changes in the ADM market as discussed in BEAT:Bernstein and Everest Analysis of Trends in IT Outsourcing. | More

Webinar: India BPO Landscape

May 08, 2007 | Webinar
Learn more about the Indian BPO landscape. | More

Webinar: Outsourcing in Eastern Europe - The Emerging Frontier

April 26, 2007 | Webinar
Eastern Europe is becoming a favorite location - hear why. | More

Webinar: Technology Innovation in Finance & Accounting

April 12, 2007 | Webinar
Transformation of technology is the next wave in F&A outsourcing - learn where it is heading. | More

Webinar: Captive Market Landscape in India

May 03, 2007 | Webinar
Captives have grown rapidly in India - learn how the market is developing. | More

LOMA Emerging Technology Conference 2008

January 30 thru February 01, 2008 | Event
Attend the 2008 LOMA Emerging Technology Conference and hear about the latest technology trends affecting the insurance industry. | More

Webinar: Capturing Opportunities in the Evolving 'Business Process Offshoring' Marketplace

March 18, 2008 | Webinar
Hear Everest speakers discuss some of the findings of the Nasscom-Everest India BPO Study | More

Webinar: Life after Mega-Deals in the IT Outsourcing Market

March 12, 2008 | Webinar
Hear the discussion between Everest and Bernstein Analysts about the ITO market from buyers' view and trends | More

Webinar: Global Sourcing: Destination India

March 11, 2008 | Webinar
Join us for a discussion with Everest Research Institute and Baker & McKenzie on Global Sourcing topics on India | More

Webinar: FAO Growth Drivers for 2008

April 01, 2008 | Webinar
Join our FAO team for an hour long webinar on FAO in 2007 and the future of FAO in 2008. | More

Webinar: Global Sourcing: Destination Philippines

April 08, 2008 | Webinar
Join us for a discussion with Everest Research Institute and Baker & McKenzie on Global Sourcing topics in the Philippines | More

Webinar: European HRO Market - A Laggard or an Emerging Frontier?

May 14, 2008 | Webinar
Join Everest Research Institute Analysts for a discussion on the European HRO Market | More

Webinar: Global Sourcing: Destination Brazil

May 13, 2008 | Webinar
Join us for a discussion with Everest Research Institute and Baker & McKenzie on Global Sourcing topics in Brazil | More

FAO Summit 2008

June 02 thru June 03, 2008 | Event
F&A's industry's conference - join 200 of the world's thought and action leaders in F&A, Procurement and Shared Services. | More

Webinar: Implications of a Maturing Outsourcing Industry on the Role of Strategic Sourcing Organizations

May 20, 2008 | Webinar
Join Everest speakers while they discuss the evolving role of strategic sourcing organizations in companies | More

Webinar: Global Sourcing: Destination China

June 10, 2008 | Webinar
Join us for a discussion with Everest Research Institute and Baker & McKenzie on Global Sourcing topics in China | More

Webinar: RIMO Market Has Gained Traction; Find Out Where It's Been - and Where It's Going

July 10, 2008 | Webinar
Join Everest and Bernstein experts discuss the past and future of RIMO | More

Webinar: PO Supplier Landscape

July 15, 2008 | Webinar
Hear Everest Research Institute Procurement Outsourcing experts discuss the emerging supplier trends, delivery capability, and market success. | More

Webinar: Best Practices in Designing Service Agreements

July 29, 2008 | Webinar
Hear Everest experts discuss Master Service Agreements and Service Descriptions design and structure. | More

South African National BPO & O Policy Conference

July 10 thru July 11, 2008 | Event
South Africa's Department of Trade and Industry will host the Business Process Outsourcing and Offshoring (BPO&O) National Policy Conference. | More

Webinar: How to Select your Outsourcing Supplier

September 11, 2008 | Webinar
Everest Experts help guide listeners on Outsourcing Supplier selection. | More

Webinar: Market Vista - Quarterly Briefing

September 04, 2008 | Webinar
Join the Institute analysts for a briefing on key market developments and trends in the first two quarters of 2008. | More

Webinar: Strategic Sourcing in the Indian Life Insurance Industry

August 29, 2008 | Webinar
Join Everest experts while they discuss emerging trends in the life insurance industry in India | More

Webinar: Five Steps to Mitigate Your Outsourcing Risk by Effectively Managing Change

September 16, 2008 | Webinar
Join Everest experts while they discuss managing change | More

Webinar: Understanding the Waking Giant: The Mid-Market and FAO

September 23, 2008 | Webinar
Everest Research Institute's FAO experts discuss the growing area of mid-market companies in FAO | More

Webinar: Fluid IT - An IT Infrastructure Tsunami is Building

October 07, 2008 | Webinar
Join a panel of experts from Dell, Everest Group and Everest Research Institute while they discuss an emerging phenomenon that has potential to drive significant value and cost improvements for IT us... | More

Webinar: Human Resources Outsourcing - 2008 Recap & The Outlook for 2009

November 18, 2008 | Webinar
Join Everest HRO experts while they take a look back on HRO in 2008 and look at the evolving market for 2009 | More

Webinar: Pricing Model Alternatives

November 11, 2008 | Webinar
Join Everest experts while they clarify the terminology, appropriate uses, and trends in the pricing of outsourced services. | More

BPO Summit Philippines 2008

December 02 thru December 03, 2008 | Event
BPO Summit Philippines is the major annual event of the Philippine non-voice outsourcing industry. | More

EXL Service Webinar - Changing Priorities of the CFO Role, featuring Katrina Menzigian

December 03 thru December 03, 2008 | Event

EXL Service will be hosting a webinar on the changing priorities of the CFO role with guest speaker, Katrina Menzigian, Vic... | More

Webinar: Interactive Panel Discussion: Economic Crisis as a Market-Changer

December 18, 2008 | Webinar
Join three leading industry experts in an interactive panel discussion on the changing shape of the outsourcing market in the current economic state. | More

Webinar: Spotlight on South Africa as an Emerging Sourcing Destination

January 08, 2009 | Webinar
“Will South Africa be a viable sourcing destination"  Hear more on this topic from experts from Everest and Business Trust in an informative webinar. | More

Webinar: The Importance of Emerging Non-Voice BPO Capabilities in the Philippines

February 05, 2009 | Webinar
Join Everest Research Institute expertsas they discuss a rapidly emerging location - the Philippines. | More

Webinar: Back to the Drawing Board - Repositioning ITO Sales in the Economic Downturn

January 28, 2009 | Webinar
Join Ross Tisnovsky from Everest Research Instistute while he discusses two proprietary planning methodologies. | More

SIG Global Sourcing Summit 2009

March 31 thru April 03, 2009 | Event
SIG Global Sourcing Summit 2009 | More

HRO World Conference & Exposition

May 05 thru May 06, 2009 | Event
The 7th Annual HRO World Conference is the leading event for proven solutions to the tactical and strategic problems associated with every phase of outsourcing HR processes. | More

NASSCOM India Leadership Forum 2009

February 11 thru February 13, 2009 | Event
This milestone event that marks NASSCOM's 20th year will bring industry leaders, analysts, IT users, and more together. | More

IAOP - The 2009 Outsourcing World Summit

February 16 thru February 18, 2009 | Event
Join outsourcing professionals while they discuss the current state of outsourcing and more. | More

Webinar: Market Vista: Highlights from Q3 and Q4 2008

February 19, 2009 | Webinar
Recent shifts and developments in the global economy, recent supplier developments and the Mumbai terror attacks have reinforced the need for stakeholders to keep a constant pulse on risks and deve... | More

Global Meeting of the Minds

January 27 thru January 29, 2009 | Event
ADP's annual conference offers the opportunity to network and solution share between industry experts and their clients. | More

Webinar: The Real Facts: Dispelling Misconceptions in Current Outsourcing Industry Trends

February 24, 2009 | Webinar
Join experts Rod Bourgeois and Ross Tisnovsky as they discuss secular and cyclical trends in the outsourcing industry. | More

READY TO COMPETE - South Africa's BPO Capabilities in the Financial Services Sector

March 03 thru March 03, 2009 | Event
This report presents a deep, fact -based view of South Africa's current BPO capabilities and potential for growth in the Financial Services sector. Agenda includes findings from the report and case s... | More

IT Infrastructure Outsourcing 2009: Contain Costs, Create Strategic Advantage

February 19, 2009 | Event
Join industry experts, a hand-picked group of your peers, and Ross Tisnovsky to explore modularity, remote infrastructure management outsourcing (RIMO), "Fluid IT" and other effective new approaches t... | More

Webinar: CLIENT SIMULATION: Benchmarking Your Offshore Pricing and Global Portfolio

March 10, 2009 | Webinar
Join Everest experts for an informative one-hour Webinar, in which we will offer insight into a hypothetical client situation (representing the synthesis of questions and concerns gathered from a seri... | More

Webinar: Advancing the FAO Value Proposition: The New Order of Buyer Expectations

March 17, 2009 | Webinar
Join Everest research leaders as they highlight the direction and nature of emerging value drivers in the FAO market and discuss the implications for the buyer segment. | More

Webinar: Building a Strong Foundation: How to Create a Robust Business Case

April 14, 2009 | Webinar
Join Everest outsourcing experts as they highlight the importance of building your baseline, base case, and business case, and illustrate a best-practice method for yielding optimal results. | More

APA's 27th Annual Congress

May 19 thru May 23, 2009 | Event
American Payroll Association's 27th Annual Congress featuring 13 sessions and over 190 workshops. | More

Webinar: Managing Supplier Risk: A Best-practices Approach

April 30, 2009 | Webinar
Join Everest experts for an one-hour webinar, to learn about a holistic approach for understanding and managing risk related to working with outsourcing suppliers. | More

Webinar: Modular Infrastructure Services: A Rational Approach to Optimizing Your IT Operations

May 14, 2009 | Webinar
Join Everest for an insightful webinar, in which we will investigate the fundamental deficiencies in today's IT infrastructure operations and factors driving the emergence of the new modular approach.... | More

Webinar: Key Market Developments in Q1-2009: Market Vista Report Briefing

May 19, 2009 | Webinar
Join Everest Research Institute analysts for an informative one-hour webinar, as they highlight the findings of the Q1-2009 Market Vista report, providing an overview of key trends in the outsourcing ... | More

FAO Summit 2009

October 20 thru October 21, 2009 | Event
Join F&A Officers as they discuss the future of the F&A market | More

HRO Summit 2009

October 20 thru October 22, 2009 | Event
Join the largest gathering of HR Officers at HRO Summit 2009 | More

HRO World Summit Europe 2009

November 18 thru November 19, 2009 | Event
HRO World Summit is the flagship event for HR Officers in Europe | More

RPO Summit 2009

December 09 thru December 10, 2009 | Event
The annual RPO Summit is the premier gathering of Recruitment Officers and will be held this December | More

The Brazil Outsourcing 2009 Seminar

May 13 thru May 14, 2009 | Event
2009 marks the 5th edition of the Brazil Outsourcing Seminar. Key themes this year include the international economic crisis and the export of high value added services | More

NASSCOM BPO Strategy Summit 2009

June 09 thru June 10, 2009 | Event
Join experts and Nikhil Rajpal discuss successful sourcing case studies through presentations and panel discussions and learn more about best practices in outsourcing. | More

Webinar: Manufacturing Industry Spotlight: Procurement Outsourcing as a Significant Value Driver

June 25, 2009 | Webinar
Join Everest experts for an one-hour webinar highlighting Procurement Outsourcing as an important value driver for companies in the Manufacturing industry. | More

ExL Events presents Effective Business Development for Clinical Trial Service Providers

July 14 thru July 15, 2009 | Event
This two-day conference delivers sessions focused on the specific challenges of selling clinical trial outsourced services. | More

SIG Global Leadership Summit

October 19 thru October 22, 2009 | Event
Join professionals as they share learnings, best practices, ideas, and sourcing and outsouircing plans in San Diego. | More

Human Resource Executive's 12th Annual HR Technology Conference

September 30 thru October 02, 2009 | Event
The world's largest conference on all aspects of technology for HR professionals. | More

Mauritian International Outsourcing Forum 2009

October 02 thru October 03, 2009 | Event
The MIOF will allow companies and professionals to evaluate Mauritius as an offshoring destination. | More

Webinar: Key Market Developments in Q2-2009: Market Vista Report Briefing

August 13, 2009 | Webinar
Join us for an informative one-hour webinar, in which Everest analysts will highlight the findings of the Q2-2009 Market Vista report, providing an overview of key trends in the outsourcing and offsho... | More

American Teleservices Association 2009 Convention & Expo

October 04 thru October 07, 2009 | Event
The theme for the ATA 2009 Convention & Expo is "AAnswering the Call." Join speakers and professionals as they look at customer lifecycle management techniques and more. | More

Strategic Outsourcing Conference: Maximizing Outsourcing Strategies in Challenging Times

September 24 thru September 25, 2009 | Event
Everest is proud to sponsor the 2009 Conference Board event. Join leading practitioners while they discuss tactical strategies and more. | More

APA 2009 Fall Forum

September 16 thru September 18, 2009 | Event
Join professional and executives for sessions and panel events while they discuss leadership techniques and best practices and more. | More

Webinar: Output-Based Pricing Models: Capturing the Full Value Potential

September 01, 2009 | Webinar
Join Everest for an insightful webinar, in which subject matter experts will discuss the key motivations for transitioning from input- to output-based pricing. | More

Webinar: Everest 2010 Market Predictions

December 15, 2009 | Webinar
Join us for this insightful one hour webinar, in which a panel of Everest analysts will discuss their predictions for 2010 through trend analyses, focus topics, and data snapshots on the F&A, Glob... | More

Webinar: End-of-Term Strategy: Unlocking Hidden Deal Value

October 06, 2009 | Webinar
Join Everest experts as they discuss best practices around end-of-term strategy development and more. | More

Webinar: Key Market Developments in Q3-2009: Market Vista Report Briefing

November 10, 2009 | Webinar
Join Everest for an insightful one-hour webinar that will provide an overview of key trends in the outsourcing and offshoring market. Torbjorn Fredriksson, leader of the Information and Communication... | More

Webinar: Remote Infrastructure Management - Signs of an Impending Crisis of Genre

October 13, 2009 | Webinar
Join Everest for an insightful one hour webinar, where the current market situation in RIMO and likely winning strategy for offshore players will be discussed. | More

Webinar: Multi-Country Payroll Outsourcing: New Solution to an Old Problem

October 27, 2009 | Webinar
Join Everest for an insightful one-hour webinar, where experts discuss the trends around MCPO and highlight the key implications regarding risk and value capture for both buyers and suppliers of MCPO ... | More

Webinar: Emerging Market Suppliers: Understanding the New Landscape to Mitigate Risks

December 10, 2009 | Webinar
Join us for an informative one-hour webinar, in which Everest experts will highlight the findings of its analysis on the increasing relevance of emerging market suppliers. | More

Webinar: Proven Approaches - Developing an Effective Outsourcing Contract

February 02, 2010 | Webinar
Join us for an insightful one-hour webinar, in which Brad Sigman, VP of Sourcing Management at Everest, will highlight best practices in contract development and discuss how a well-crafted approach ca... | More

NASSCOM India Leadership Forum 2010

February 09 thru February 11, 2010 | Event
NASSCOM India Leadership Forum 2010, is built around the theme ‘New Times, New Ideas, New Directions.'  Join experts and global leaders as they give insights on the new evolved face of world economy. ... | More

Webinar: Key Market Developments in Q4-2009: Market Vista Report Briefing

February 17, 2010 | Webinar
Join us for an informative one-hour webinar, which will provide an overview of key trends in the outsourcing and offshoring market and highlight Everest’s interpretation of what these changes mean mov... | More

Webinar: Recruitment Process Outsourcing (RPO) - Moving Beyond the Pioneer Stage

February 23, 2010 | Webinar
Join us for an insightful one-hour webinar, as Katrina Menzigian, Vice President – Research at Everest, and Rajesh Ranjan, Research Director at Everest, discuss key trends based on recent research in ... | More

Shared Services & Outsourcing Week

March 22 thru March 25, 2010 | Event
2010 Shared Services & Outsourcing Week has 8 different tracks designed to cater to a variety of companies, professionals, and interests, all with the hopes of bringing their shared services knowl... | More

2010 Financial Executives International Summit

April 26 thru April 27, 2010 | Event
Financial Executives International’s 2010 Leadership Summit will shed light on the landscape, as well as share and debate the views of your peers in innovative interview and panel formats. | More

Webinar: How Innovations in Pricing Can Lead to Increased Value

March 23, 2010 | Webinar
Join us for an insightful webinar, in which Ross Tisnovsky, VP of Research at Everest, will discuss how buyers can strategically use pricing to address key issues and concerns in their outsourcing rel... | More

Australasian Shared Services & Outsourcing Week

May 10 thru May 12, 2010 | Event
This event provides research, training, and networking for over 7,000 shared services executive members from over 50 countries across the world. | More

Webinar: FAO Growth in 2010: Key Opportunities and Challenges

April 06, 2010 | Webinar
Join us for this webinar, where we will analyze the global multi process FAO market in 2009 | More

Webinar: Four Symptoms of Overspending on ADM Contracts

April 13, 2010 | Webinar
Join us for an informative one-hour webinar, in which you will learn how you could potentially save up to 20% on your ADM contract and significantly simplify your project management responsibilities b... | More

Webinar: Key Market Developments in Q1-2010: Market Vista Report Briefing

May 13, 2010 | Webinar
Join us for an informative one-hour webinar, during which Eric Simonson, Managing Principal of Research at Everest Group and Anand Ramesh, Research Director at Everest Group, will provide an overview ... | More

Webinar: Vanilla, Chocolate, or Rocky Road: What Flavor of Outsourcing Do You Want?

April 27, 2010 | Webinar
Join us for an insightful one hour webinar during which Eric Simonson, Managing Principal of Research at Everest, will describe four outsourcing solution types, as well as illustrate those solutions i... | More

Webinar: The Case for Open Source

May 18, 2010 | Webinar
Join us for a one-hour webinar during which a panel of industry thought leaders will highlight key benefits and misconceptions related to open source, discuss location trends that cast Brazil as a key... | More

Outsourcing Institute Road Show

June 10, 2010 | Event
Join Everest on the last stop of the Outsourcing Institute Road Show, a networking and educational event opportunity that will help you increase ROI by gathering the insight of experience outsourcing ... | More

Outsourcing Institute Road Show

May 25, 2010 | Event
Join Everest on the first stop of the Outsourcing Institute Road Show, a networking and educational event opportunity that will help you increase ROI by gathering the insight of experienced outsourcin... | More

IQPC Shared Services Exchange

June 06 thru June 08, 2010 | Event
This elite event helps shared services executives evolve and develop new strategies, solve their current challenges and source partners that will enable them to create efficiency and drive further val... | More

Webinar: Cloud Computing in 3-D

May 25, 2010 | Webinar
Join us for an insightful one-hour webinar, as our distinguished panel of industry thought leaders evaluates Cloud Computing with respect to traditional and virtualized enterprise setups and analyzes ... | More

Webinar: Improved Business Performance - Exploring an Evolved FAO Strategy

June 08, 2010 | Webinar
This webinar discusses the evolving impact FAO can deliver in terms of measurable business benefits (e.g., DSO reduction, faster resolution) and the role it can play in advancing overarching corporate... | More

Shared Services & Outsourcing Network's Finance Transformation 2010

September 28 thru September 30, 2010 | Event
Everest is a proud sponsor of SSON’s Finance Transformation 2010. This event is 2 ½ days of finance focused, outcome-based content to equip atendees with the knowledge, tools, and technologies to ach... | More

Webinar: Cut Your SG&A Costs by 30% or more by Building the Right Service Delivery Model

July 08, 2010 | Webinar
The world’s best performing companies leverage outsourcing, offshoring and shared services as effective delivery models for their SG&A functions, but are these organizations – and yours – using ... | More

SAIC corporate supplier profile

June 2010 | Other
Everest Research Institute's corporate supplier profiles provide an accurate, fact-based, and comprehensive snapshot of supplier capabilities. | More

Webinar: ADM Price Benchmarking: Making it Work in Your Complex Environment

July 15, 2010 | Webinar
Using Everest proprietary frameworks for skill portfolio rationalization and value-based price benchmarking, this webinar will help you uncover cost savings and operational efficiencies by optimizing ... | More

Webinar: Unlocking Additional Value From Your Offshored Research & Analytics

July 20, 2010 | Webinar
The decade-old offshore research and analytics (R&A) market is at an inflexion point. Having graduated beyond the pioneer stage of maturing, the market offers a compelling value proposition. Join ... | More

Webinar: A Roadmap for Delivering Infrastructure Optimization and Savings

September 09, 2010 | Webinar
Join us for an insightful one-hour webinar as Everest and Align infrastructure transformation and optimization experts will share perspectives and approaches to drive infrastructure savings in parti... | More

Global India ICT Summit 2010

August 06 thru August 07, 2010 | Event
Everest is a knowledge partner of the Global India ICT Summitt organized by Ministry of Communication & Information Technology and Indian Chamber of Commerce.  Amn... | More

NASSCOM Infrastructure Management Summit 2010

September 15 thru September 16, 2010 | Event
NASSCOM Infrastructure Management Summit 2010, will address all remote infrastructure transformation (RIM) space issues, including skill set and infrastructure issues, location selection, and securi... | More

Webinar: Key Q2 2010 Global Sourcing Market Developments: Market Vista Report Briefing

August 17, 2010 | Webinar
Join Everest for an informative one-hour webinar, during which Eric Simonson, Managing Principal of Research, Anand Ramesh, Research Director, and Salil Dani, Senior Research Analyst, will provide a... | More