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WNS - Extending Your Enterprise

WNS - Extending Your Enterprise

The Remote In-Sourcing® Company

The Remote In-Sourcing® Company



We provide CWO, RPO, & many other BPO solutions

We provide CWO, RPO, & many other BPO solutions

People Matter, Results Count.

People Matter, Results Count.

Risk Monitoring |Governance |Advisory

Risk Monitoring |Governance |Advisory

 

IAOP Chapter: Chicago

Next Meeting to be held on September 15, 2016! 

The IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University,  Northern Trust, AbbVie and The Shelby Group, will hold a meeting on September 15, 2016 at the Wrigley Rooftops, 1044 W. Waveland, Chicago, IL.

Meeting Sponsors include: The Shelby Group; Kirkland & Ellis LLP; Sirion Labs and ISG!


Topic:  Value Leakage in Outsourcing Transactions
 
Agenda:
 
3:30     Registration
 
3:45     Welcome and Introductions -- John Dreyer, The Shelby Group (co-chair)
 
3:55     Study Overview: $200B in Outsourcing Value Leakage --Claude Marias, SirionLabs
The IAOP celebrated the eclipsing of $1 Trillion in annual outsourcing contracts at the 2015 World Summit.  That was a great milestone for our industry. However, as evidenced in a comprehensive survey conducted between 2007 and 2012 by a leading research firm, our industry averages 20% in “value leakage” in these arrangements.  In this presentation, Claude Marais will present a more recent survey that answers the question of “why” we see such a disparity between what was promised and what was delivered, and more importantly, “what” we can do to improve our performance.
 
4:20     Find a Leak and Prevent a Flood -- Val Munchez-van der Wagt, Allstate Insurance
In this insightful presentation, Val will share her 10 years of multidisciplinary insights into what she sees as the key factors in retaining “deal value.”  As a company, Allstate Insurance was a thoughtful adopter of outsourcing arrangements to lower operational costs and retain or improve service levels.  However, these arrangements don’t manage themselves.  Val will share her perspectives on the “drivers of value retention.”
 
4:50     Panel Discussion, Governance Challenges and Solutions – John Dreyer, Facilitator
Hear from your peers and ask your questions as John leads Dan Schuffert, Blue Cross Blue Shield and other peers through a discussion on “what are the critical areas of focus to improve our outsourcing arrangements?” and “what do we need to be able to manage these areas?”  This will be a great interactive session where your participation will be integral to the conversation.
 
5:35     Meeting Wrap up -- Neil Hirschman, John Dreyer (co-chairs)
 
5:45     Go to the Roof!
 
7:05     Go Cubbies!!    
                         



Important Registration Information:  The venue for this meeting has limited space and we are SOLD OUT!  Currently, we will take registrations and place them on a 'wait list' so you may be contacted in the event of a cancellation.  In the event you are contacted about securing a ticket, please note: there is a nominal fee, $50.00, associated with registration. First come, first served basis will apply. 

If you have interest in joining the 'wait list', please click on the 'Register Now' button in the right hand column and type in 'Chicago, Sept 15, 2016' when asked which chapter meeting you would like notifications for and you will be placed on the list.  


Next Meeting being planned for January 26, 2017 - Topic will be 'Service Delivery Automation'!  Additional details coming soon!


Have a question you would like to submit in advance - you'll be able to include it when you register.






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Earn 1 CEH Credit

LEAD ORGANIZATIONS












 

LEADERSHIP


Neil S. Hirshman, COP, Co-chair
Partner
Kirkland & Ellis LLP


Bert B. Saxon, Co-chair
Division Vice President
Northern Trust Company


Dwayne Prosko, Co-chair
Director
Deloitte


Olayele (Yele) Adelakun, Co-chair  
Associate Professor
DePaul University


Ginger Dusek, Co-chair
Senior Managing Director
Accenture


Jay Desai, COP, Co-Chair
Senior Director, Enterprise Outsourcing
AbbVie


John Dreyer, Co-Chair
CEO
The Shelby Group

 

PRIMARY PURPOSE

To bring together business persons, consultants and attorneys involved or interested in outsourcing and who share a common goal of enhancing the outsourcing profession.

MEETING FREQUENCY

Meetings will be held in January, May and September each year

MEETING TYPE

Face-to-face (office, meeting room); social (restaurant); teleconference

NON-SOLICITATION POLICY

All IAOP Chapters adhere to the non-solicitation policy. Click here to view the policy.


Past Meetings

LAST 10 MEETINGS


Meeting held on June 16, 2016

The IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University,  Northern Trust, AbbVie and The Shelby Group, held a meeting on June 16, 2016 at DePaul University, Room LL102, 14 E. Jackson Blvd, Chicago, IL 60604 from 3:30pm to 7:00pm CT.  

Topic: "Global In-House Centers"


The establishment of global in-house centers (GIC) is seeing resurgence across many industries, as organizations are seeking new ways to drive low cost agile operations.    These in house centers are more than low cost delivery locations and are being used as innovation centers and hub to introduce more strategic levels of automation and innovation to business operations.  This meeting focused on clients and advisors related to the establishment of global in-house centers. 

Agenda:
3:30 – 3:45 Registration
3:45 – 4:00 Introductions & IAOP Announcements : Yele Adelakun, DePaul
4:00 – 4:30 Presentation on resurgence of GICs : Nilesh Thakker, Zinnov
4:30 – 5:30 Panel discussion : Moderator - Sailesh Thakur, CME
Each panelist presents his viewpoint on GICs. What has been each panelist's experience so far? 
Will GICs sustain or is it just a trend? Are companies able to achieve the benefits, if so when and how? 
How does a GIC fit with the outsourcing model? GICs trends over last few years, why many companies are choosing to have GICs, Business case, Pros & Cons, Pitfalls, Myth, Setup Timelines/Milestones/Etc.

Nilesh Thakker – Globalization Leader, Zinnov
Ravi Majumdar – VP Engineering, Flexera
Naimish Shah – Sr. Delivery Director, CNO

5:30 – 6:30 
Networking/Reception - Sponsored by Accenture & DePaul University

Meeting held on January 21, 2016 

The IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University,  Northern Trust and AbbVie, held a meeting on January 21, 2016, from 3:30 pm to 7 pm, at the Deloitte Consulting Offices, 111 South Wacker Drive, 15th floor, Chicago, IL.

Topic: "Outsourcing in a World of Mergers, Acquisitions & Divestitures"

Agenda:
3:30 – 3:45  Registration

3:45 – 4:00  Introductions & IAOP Announcements   - Dwayne Prosko, Deloitte

4:00 – 4:20  Increasing business value through BPO and ITO during divestiture - Vikas Agarwal, Deloitte

4:20 – 4:40  Sell-side view of M&A implications on contracting  - Pawan Verma, TCS

4:40 – 5:00  Buy-side view of M&A implications on outsourcing relationships – TBD

5:00 – 5:45  Decision Science and Analytics Panel:  Lessons learned & Q&A:
Moderator – Dwayne Prosko, Deloitte  Panelists: Vikas  Agarwal, Deloitte; Pawan Verma, TCS, Jay Desai, AbbVie & others

5:45 – 7:00  Reception – Hosted by Deloitte

Meeting held on September 24, 2015 

A meeting of the IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University,  Northern Trust and AbbVie was held in conjunction with the IAOP Data Security & Privacy Chapter, chaired by JANUS Associates on September 24, 2015, from 3:30 pm to 7 pm, at Kirkland & Ellis LLP Offices, 300 North LaSalle, Chicago, IL, 60654.

Topic: "What's Trending in Data Security and Privacy?"

Experts shared their insights on this key topic including recent trends, insurance, forensics, and technical issues.
 
Agenda:
 
3:30 PM – 3:45 PM: Registration
 
3:45 PM –3:55 PM: Welcome and Introductions -- Neil Hirshman, Kirkland & Ellis (co-chair)
 
3:55 PM – 4:10 PM:  Vendor Liability in the Wake of Privacy and Security Incidents -- Bill Helmstetter, Kirkland & Ellis LLP
Discussed third party contractors involved in data security incidents, including contingent workers stealing personal data and contractors losing laptops with sensitive personal data as well lawsuits brought against vendors providing app dev/patch management services as well as others.  Highlighted various scenarios and the ways in which customers can protect themselves (e.g., contractual warranties, security/audit requirements, obligations in connection with an incident, liability caps/carve outs, screening and monitoring of vendors).

Vendor Liability in the Wake of Privacy and Security Incidents
  
4:10 PM - 4:25 PM:  Forensics -- Warren Daniel, PwC, Director, Cybercrime and Breach Response
When outsourcing, it is vital to understand your risk on the basis of the threat posed by other members in the global chain of providers.  Successfully negotiating with vendors to not only monitor their specific threat environment, but to assess their own risk through forensic analysis of monitoring results, and reporting to you how they are managing these risks, is an important strategy reducing risk.  Such an approach is not unprecedented, and can be based on the U.S. Securities and Exchange Commission 2011 Cyber Risk Guidance framework.  Creating vendor awareness and offensive mitigation will reduce your risk profile and vulnerability.  Requiring vendors to acquire cyber insurance will also help reduce your risk in several critical ways.

Forensics

4:25 PM - 4:40 PM:  Outsourcing Security, Privacy, and Compliance – Can it be done? -- Matthew J. Lane, CIO, JANUS Associates
The threat landscape is constantly evolving and as fast as one risk is mitigated, another is discovered or worse yet, created. Attempting to manage your organization’s security, privacy, and compliance programs in-house requires significant resources, both human and capital.  Outsourcing part or all of these tasks to professionals will allow you to focus your energies on your internal operations and most importantly, on your clients. The key to success is understanding and prioritizing your risks, and creating a sustainable roadmap to achieve your goals.  Understanding how to team with the best provider for your business model is mission critical, and this is the focus of this short conversation.

Outsourcing Security, Privacy, and Compliance - Can it be done?
 
4:40 PM – 4:55 PM:  Cyber Insurance – What is it and Why Has it Become so Popular? -- John Brosnan, JD, Senior Vice President, Aon Risk Solutions
As significant breaches continue to increase in frequency and severity, the interest in purchasing Cyber Insurance has grown dramatically.  What is driving the interest in Cyber Insurance?  What is Cyber Insurance and what does it cover?  Should I purchase Cyber Insurance?  What insurance should I require of my outsourced service providers to protect my company in the event of a cyber breach?  And how do I know the right limit to purchase or require?

Cyber Insurance - What is it and Why Has it Become so Popular?
 
4:55 PM - 5:50 PM: Panel Discussion -- moderator Dwayne Prosko, Deloitte (co-chair)
• Bill Helmstetter
• Warren Daniel
• Matthew Lane
• John Brosnan
 
5:50 PM – 6:00 PM: Meeting Wrap Up -- Dwayne Prosko
 
6:00-7:00: Networking Reception -- Sponsored by PwC & Kirkland & Ellis LLP

Meeting held on June 25, 2015 

A meeting of the IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University,  Northern Trust and AbbVie was held on June 25, 2015, from 3:30 pm to 7 pm, at Kirkland & Ellis LLP Offices, 300 North LaSalle, Chicago, IL, 60654..

Theme: Outsourcing in the Era of the Cloud

This event looked into the opportunities that Cloud services present and the business model for outsourcing in the cloud as well as the challenges that come with it (data security and integrity, service interoperability and availability, providers’ and customers’ maturity in dealing with cloud services and the legal issues associated with cloud services).
 
Agenda:
3:30 PM – 3:40 PM: Registration
 
3:40 PM –3:50 PM: Welcome and Introductions
Prof. Yele Adelakun, Associate Professor, DePaul University (co-host)
Ginger Dusek, Accenture (co-host)
 
3:50 – 4:40PM:  Keynotes – Outsourcing in the Era of The Cloud: 
Dan Petras – Accenture Managing Director North American Infrastructure Service Delivery
Ron Dickson – Tanium Senior Account Manager
Presentation:
How the Cloud is Reinventing Business Operations
 -Understanding the digital and cloud landscape evolution
 -Moving away from FTE based model towards ‘as  a service’
 -Hybrid cloud model
 
4:40 PM - 4:50 PM:  Break
 
4:50 – 5:40 : Panel Discussion
Moderator: Dr. Yele Adelakun, DePaul University
Panelists:
 -Dan Petras, Accenture Managing Director North American Infrastructure Service Delivery
 -Ron Dickson, Tanium Senior Account Manager
 -Katharine Rudd, Alsbridge, Managing Director, IT Transformation
 -Sharad Isloor, Tata Consultancy Services Limited TCS
 
5:40 PM – 5:45 PM: Meeting Wrap Up
Dr. Yele Adelakun, DePaul University
 
5:45-6:45: Networking Reception 
Sponsored by Kirkland & Ellis LLP

Meeting held on January 22, 2015 

A meeting of the IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University,  Northern Trust and AbbVie was held on January 22, 2015, from 3:30 pm to 7 pm, at Northern Trust Offices, 50 South La Salle Street Chicago, IL 60603.

Theme: The State of the Knowledge Process Outsourcing Industry – 1) who the players are, 2) how KPO contracting and vendor management are different than other forms of outsourcing and 3) how companies are approaching KPO.

Agenda:

3:30 pm – 3:50 pm: Registration

3:50 pm – 4:00 pm: Welcome, Introductions & IAOP Announcements – Bert Saxon, Vice President, Northern Trust, Co-Chair, Chicago Chapter

4:00 pm – 4:45 pm: The State of the Knowledge Process Outsourcing Industry  – Jimit Arora , Everest Group

4:45 pm – 4:55 pm: Break

5:00 pm – 5:45 pm: Different ways to approach KPO in your company.   Compare and contrast two different strategies to tackle the KPO challenge within your company. Current case(s) study. – Atul Vashistha,  NEO Group

5:45 pm – 6:00 pm:  Review of topics from past chapter meetings and brainstorming session for future meetings – Jay Desai, AbbVie, Co-Chair, Chicago Chapter

6:00 pm – 6:05 pm:  Meeting Wrap-Up – Dwayne Prosko, Deloitte, Chicago Chapter Co-Chair

6:05 pm – 7:00 pm: Reception Sponsored by Deloitte

The State of Knowledge Process Outsourcing Industry

Different Ways to Approach KPO 

Meeting held on October 23, 2014 

A meeting of the IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University,  Northern Trust and AbbVie was held on October 23, 2014, from 3:30 pm to 7 pm, at Kirkland & Ellis Offices, 300 North LaSalle, Chicago, IL, 60654.

Theme: “Finding Outsourcing Talent.”

Agenda:

3:30 pm – 3:45 pm: Registration

3:45 pm – 3:55 pm: Welcome, Introductions & IAOP Announcements - Neil Hirshman, Partner, Kirkland & Ellis LLP, Co-Chair, Chicago Chapter

3:55 pm – 4:20 pm: The Nuance of Managing Contingent Talent – John Healy, KellyOCG

4:20 pm – 4:45 pm: One Degree of Separation – The Proximity of Your Talent Base to Your Customer Base – Iris Goldfein, Sutherland Group

4:45 pm – 4:50 pm: Break

4:50 pm – 5:15pm Talent: Then and Now – Movement from Adolescence to Adulthood in Outsourcing – Paul Zellner, Russell Reynolds

5:15 pm – 5:55 pm:  Panel Discussion – Moderator: Jay Desai, AbbVie
Panelists: John Healy, KellyOCG; Iris Goldfein, Sutherland Group; Paul Zellner, Russell Reynolds; and Liz Evans, KPMG

5:55 pm – 6:00pm:  Meeting Wrap-Up – Neil Hirshman, Partner, Kirkland & Ellis LLP, Chicago Chapter Co-Chair

6:00 pm – 7:00 pm: Reception Sponsored by KellyOCG
 

Meeting held on July 17, 2014 

A meeting of the IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University,  Northern Trust and Abbvie was held on July 17, 2014, from 3:30 pm to 7 pm, at DePaul University, 14 E. Jackson Blvd., Chicago, IL.

Topics included

  • Effective and Efficient Contracting Process
  • Doing Business in Areas with Increased Geopolitical Risk

Meeting Agenda was
 
3:30 pm - 3:35 pm:  Welcome and Introductions
Yele Adelakun, Co-Chair Chicago chapter, Associate Professor, DePaul University
                                         
3:35 pm - 4:15 pm: Effective and Efficient Contracting Process
Presenters:
Gregg Kirchhoefer, Partner, Kirkland & Ellis LLP
Matt Lovell, Partner, Kirkland & Ellis LLP
 
4:15 pm - 4:20 pm: Break

4:20 pm - 4:35 pm: A Reflection on the Business Climate in the Ukraine
Presenter:
Boris Kontsevoi, COP, President, Intetics Co
                                        
4:35 pm - 5:20 pm: Doing Business in Areas with Increased Geopolitical Risk – The Case of Ukraine
Moderator: 
Alex Golod, VP Business Development, Waverley Software
Panelists:
Igor Fedulov, President and CEO, Intersog
Richard Fredrick, President and CEO, Refcor Technical Services
Daniel Schuffert, VP, Aon plc
Andrey Hankevych, CTO, Eleks
                                                            
5:20 pm - 5:25 pm: Break
               
5:25 pm - 5:55 pm: Doing Business in Areas with Increased Geopolitical Risk – The Case of Africa
Moderator:
Dwayne Prosko, Director, Deloitte
Panelists:  
Ms. Donnadelliah Maluleke, Consul Economic, South African Consulate General, Chicago
Femi Fadugba, Consultant, Boston Consulting Group
               
5:55 pm - 6:00 pm: Meeting Wrap Up
Neil Hirshman, Co-Chair, Chicago Chapter and Partner, Kirkland & Ellis LLP
 
6:00 pm - 7:00 pm: Networking reception sponsored by Kirkland & Ellis LLP

Effective & Efficient Contracting Process 

Meeting held on April 17, 2014 

A meeting of the IAOP Chicago Chapter, co-chaired by Kirkland & Ellis LLPAccentureDeloitte ConsultingDePaul University and Northern Trust in conjunction with the IAOP Healthcare Industry chapter, co-chaired by ClearTurn Consulting, Inc, HCSC, Humana, Cigna, StarTek, HGS, Genpact, HCL, L&T Infotech and Duke University was held on April 17, 2014, from 3:30 pm to 7 pm, at the offices of Accenture, 180 N. LaSalle St, Chicago IL 60602, Lower Level.

The theme for the meeting was How is outsourcing being leveraged by the healthcare system to drive enhanced capabilities, faster innovation and compliance?

Agenda:

3:30 pm – 3:45 pm: Registration

3:45 pm – 4:00 pm: Introductions & IAOP Announcements Co-Chair, Chicago Chapter

4:00 pm – 5:30 pm:  Panel Discussion – outsourcing and the healthcare system as discussed with a buyer, an advisor and a healthcare industry expert.

Moderator: Ginger Dusek, Accenture
Panelists:
Jim McLean, Vice President, Service Delivery Operations, HCSC. 
Dr. Suzanne Richins, Senior Vice President, Global Targeting Healthcare Practice,
Dr. Kaveh Safavi, Global Managing Director Healthcare Industry, Accenture.

5:45 pm – 7:00 pm: Reception Sponsored by Accenture

Last meeting held on January 30, 2014

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLPAccenture,
Deloitte ConsultingDePaul University and Northern Trust
was held on January 30, 2014, from 3:30 pm to 7 pm, at the offices of Deloitte Consulting, 111 South Wacker, 15th floor in Chicago, IL.

The theme for the meeting was “Knowledge Process Outsourcing and Decision Science.”

Agenda:

3:30 pm – 3:45 pm: Registration

3:45 pm – 4:00 pm: Introductions & IAOP Announcements Co-Chair, Chicago Chapter

4:00 pm – 4:45 pm The Power of Decision Science – by Mu-Sigma
4:45 pm – 5:15 pm Data Analytics – by Deloitte Consulting (Scott Radeztsky)
4:45 pm – 5:45 pm Panel Discussion – Decision Science and Analytics
Moderator: Dwayne Prosko, Deloitte Consulting
Panelists: Mukund Raghunath from Mu-Sigma, Scott Radeztsky from Deloitte Analytics, Professor Bamshad Mobasher from DePaul University, TBD Customer

5:45 pm – 7:00 pm: Reception Sponsored by Deloitte Consulting

Meeting held on October 17, 2013

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLP, Accenture,
Deloitte, DePaul University and Northern Trust,
was held on October 17, 2013, from 3:30 pm to 7 pm, at the offices of Kirkland & Ellis at 300 N. LaSalle, Chicago, IL 60654.

The theme for the meeting was “Evaluating Emerging Markets for Outsourcing.”

Agenda:

3:30 pm – 3:45 pm: Registration

3:45 pm – 4:00 pm: Introductions & IAOP Announcements Co-Chair, Chicago Chapter

4:00 pm -- 5:00 pm: Location Selection: Making the Right Decisions for your Sourcing Portfolio
Presented by Eric Simonson, Managing Partner, Research, Everest Group

5:00 pm -- 5:45 pm: Understanding Low Cost Sourcing in the U.S.
Moderator: Jay Desai, SVP Global Sourcing, Northern Trust
Panelists: Monty Hamilton, CEO, Rural Sourcing
John Meyer, CEO, Arise Virtual Solutions

5:45 pm – 7:00 pm: Reception Sponsored by KPMG

Location Selection: Making the Right Decisions for Your Portfolio

Meeting held on July 25, 2013

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLP, Accenture,
Deloitte, DePaul University and Northern Trust, was held on July 25, 2013, from 3:30 pm to 6 pm, at DePaul University – Loop Campus, 14 E Jackson Blvd‎ Chicago, IL 60604, in the CDM theater on the basement level.


Ms. Tina Longfield, Managing Director and Global head of Jeffries Technology Services Group provided the keynote presentation on Valuation and Monetization (IPO or M&A) Environment. She demystified the key challenges with M&A and outsourcing.  The keynote was followed by a panel discussion on China as a strategic outsourcing location as outlined below:

Panel Discussion – China as a Strategic Outsourcing Location

  • What makes China a strategic outsourcing location
  • How does China compare to the BRIC countries from a risk management point of view
  • What products/services are the best candidates for offshore outsourcing to China vs. India or the Philippines
  • What are some of the legal issues US companies should expect to run into and how do you manage them
  • Best practices for relationship management
  • Lessons learned from doing business in China
  • Implication of M&A and global outsourcing delivery
Moderator: Jay Desai, SVP-Global Sourcing, Northern Trust

Panelists:
Mr. Alan Hanson, SVP, Neo Group
Ms. Min Wang, Partner, Kirkland & Ellis LLP
Mr. Nick Ionita, VP, FreeWheel
Mr. David Watkins, Chairman, ReSource Pro

The meeting wrapped up with an introduction of the delegation from Shandong China and a networking reception.

Outsourcing: How to Create Value

Meeting held on April 18, 2013

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLP,  DeloitteDePaul University and Northern Trust, was held in conjunction with the IAOP Goverance Chapter, chaired by Neo Group, Applied Materials, Blue Shield of California, and Boston Scientificon April 18, 2013, at the offices of Kirkland & Ellis at 300 N. LaSalle, Chicago, IL 60654. Portions of this meeting were available as a webinar.

Agenda:

3:30 pm – 3:45 pm: Registration

3:45 pm – 4:00 pm: Introductions & IAOP Announcements Neil Hirshman, COP, Co-Chair, Chicago Chapter

4:00 pm -- 5:00 pm: Beyond SLAs: Balanced Scorecard and more -- Case Study

5:00 pm -- 5:45 pm: Beyond SLAs: Balanced Scorecard and more -- Attendee Participation

Moderator: Atul Vashistha, COP, Chair, Governance Chapter

Craig Ostrander, Applied Materials
Lynne Peckham, Northern Trust
Shuchita Singh, Northern Trust
Alan Hanson, Neo Group

This session focused on how leading firms are leveraging the principles of "Balanced Scorecard" to better manage their provider relationships. The first hour of the session highlighted various case studies to showcase how leading firms are also looking beyond operational and transactional metrics to have a holistic view of their outsourced and shared services operations. 

Beyond SLAs: Balanced Scorecard and more

Playback the webinar

5:45 pm – 6:45 pm: Reception
 


Meeting held on January 31, 2013

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLP,  DeloitteDePaul University and Northern Trust, was held on January 31, 2013, at the offices of Deloitte at 111 S. Wacker Dr., Fl. 24, Chicago 60606.

Agenda:

3:30 pm – 3:45 pm: Registration

3:45 pm – 4:00 pm: Introductions & IAOP Announcements

4:00 pm – 4:30 pm: "How to Help Ensure a Successful Outsourcing Transition"
Mike Wilton, Specialist Leader, Deloitte
John Engelhart, Senior Director, Application Management Services, Merck Inc


  • Elements of a successful transition
  • Tricks and Traps
  • How to tell if your transition is at risk and risk mitigation strategies
4:30 pm – 4:50 pm: Q&A

4:50 pm – 5:10 pm: Break

5:10 pm – 5:45 pm: Transition Experience Panel
Dwayne Prosko, Deloitte Consulting LLP - Moderator
Ramya Jhaveri, Director, Sears Global Technology
John Engelhart, Senior Director, Application Management Services, Merck Inc.
Mike Wilton, Specialist Leader, Deloitte Consulting LLP
Ali Bokhari, Managing Director, AO Mobilization & Outsourcing Excellence, Accenture
Shaun P. Cunningham, CSC
  • Supplier, Advisor and customer panel discusses transition lessons learned
  • Audience Q&A
Making an Effective Transition to Outsourcing

5:45 pm – 6:45 pm: Reception



Meeting held on October 18, 2012

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLPCognizantDeloitteDePaul University and Northern Trust, was held on October 18, 2012, beginning at 3:30 pm, at the offices of Kirkland & Ellis at 300 N. LaSalle, Chicago, IL 60654.

Agenda:

3:30 PM – 3:45 PM: Registration
 
3:45 PM – 4:00 PM: Welcome and Introductions
Neil Hirshman, COP, Kirkland & Ellis LLP
Dave Althoff, Cognizant Technology Solutions
 
4:00 PM – 4:50 PM: The Innovation Imperative; “Managing the Science of Innovation”

  • Moving beyond the table stakes of outsourcing
  • How to “manage” innovation
  • Innovation is not a destination, it is a state of mind
  • Innovation Case Studies
Kumar Sachidanandam, Cognizant Technology Solutions
 
5:00 PM – 5:50 PM: Innovation - The New Frontier
  • Discuss the contemporary findings from over 70 Health Checks worldwide focused on Innovation
  • Panel discussion of leading customers and service providers talking about innovation, the challenges in defining the opportunity/requirements and how to achieve innovation in their relationships
Moderator: Matt Shocklee, COP, Managing Director & Global Ambassador, IAOP
Panelists:

Pam Chiechi, Manager for Outsourcing Relationship, Risk & Contract Management, Walgreens
Justin Sheppard, Director, Sears
David Althoff, Managing Client Partner, Cognizant
Dane Anderson, Senior Vice President, Deloitte Consulting
 
5:50 PM – 6:00 PM: Meeting Wrap Up
Dave Althoff, Cognizant Technology Solutions
 
6:00 PM – 7:00 PM: Networking Reception
Sponsored by Cognizant Technology Solutions



Meeting held on July 26, 2012

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLPCognizantDeloitteDePaul University and Northern Trust, was held on July 26, 2012, at DePaul University, 14 E. Jackson Blvd. 8th Floor (Room 806), Chicago, IL. The meeting was sponsored by Hexaware.

Agenda:

3:30 - 3:45 pm: Registration

3:45 - 4:00 pm: Introductions

4:00 - 4:55 pm: "The Outsourcing Vendor Management Program Office (VMPO)"
Art, science, and the power of perseverance” - Deloitte will share findings from a recent survey that focuses on the challenges clients face once they have executed their outsourcing transactions and embark on journeys with single or multiple providers. The report aims to shed further light on a critical underlying cause of underperformance and offers practical, executable remedies that can make outsourcing more productive and successful for the enterprises that outsource, the providers that service them, and the executives involved."

Presented by:
Ian Wollman, Deloitte Consulting
Dwayne Prosko, Director, Deloitte Consulting


4:45 -5:50 om: "Understanding Best-in-class BPO Relationships"
Everest Group conducted a survey of BPO relationships to identify what separates typical performance from best-in-class. Based upon rigorous statistical analysis of over 260 relationships, the most significant differences were identified and help shed light on the levers required to achieve better results. This session will review the findings of the study which include that best in class BPO relationships:

  • Successfully implement more standardized processes
  • Productively resolve conflicts
  • Successfully execute change management plans
  • Proactively refine objectives as the BPO relationship matures
  • Consider the service provider to be a strategic partner
  • Include business benefits beyond cost savings in the business case
  • Identify ways to use data and information from services to capture additional benefits 
  • Leverage business users receiving services in setting the direction of the BPO relationship
Presented by Eric Simonson, Managing Partner of Research for Everest Group

5:50 - 6:00 pm: Conclusion/Summary

6:00 - 7:00 pm: Reception 



Meeting held on March 8, 2012

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLP,CognizantDeloitte and Northern Trust, was held in conjunction with the Global Human Capital chapter, chaired by AccentureDeloitte and Johnson & Johnson Group on March 8, 2012.

Agenda:
3:30 - 3:45 pm: Registration

3:45 - 4:00 pm: Introductions

4:00 - 5:45 pm: 
"Maximizing Outsourcing Relationships from a Human Capital Perspective"

  • Topic Introduction (2-5 minutes per topic)
  • Breakout Discussion (5 minutes to discuss topic in groups)
  • Group Readouts and discussion (10 minutes group readouts)
Maximizing Outsourcing Relationships from a Human Capital Perspective

5:45 - 6:00 pm: Conclusion/Summary

6:00 - 7:00 pm: Reception
 

IAOP Member Forum: Use of Advanced Tools & Technologies in Outsourcing

IAOP invites you to join  its Chicago Chapter, Midwest Chapter, Cloud Computing Chapter and Tools & Technology Innovation Chapter for a one-day IAOP Member Forum at the Offices of Kirkland & Ellis in downtown Chicago, IL on November 10, 2011 where leading outsourcing customers, service providers and advisors will share their experiences and best practices in the use of advanced tools and technologies to improve the value from outsourcing and/or shared services. 

Meeting held on July 21, 2011

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLPKraft Foods and Northern Trust, was held on July 21, 2011  at the Kirkland & Ellis offices located at 300 N. LaSalle, Chicago, IL.

Agenda

“Managing the Risk of Stagnation and Regression in Outsourcing”
Dwayne Prosko, Director, Shared Services and Outsourcing Advisory Practice, KPMG LLP
Greg Handley, Director, Global Business Services, Panduit Inc.

We have seen the Shared Services and Outsourcing market evolve and mature from transaction processing centers-of-scale to knowledge processing centers-of-skill.  However, many internal captive Shared Service Centers run the risk of stagnation and regression. In some cases we have seen the following reasons for this stagnation: attrition fueled by uninteresting work, lack of process integration and end-to-end improvement due to limited scope, atrophy due to under-investment and sporadic management support. This session presented a case study and a lessons-learned discussion by Dwayne Prosko, Director in the Shared Services and Outsourcing Advisory practice within KPMG LLP and Greg Handley, a Chicago-based executive with Panduit Inc. who has direct management and oversight responsibilities for Panduit’s captive Shared Service Centers in Mexico and China. 

“Getting a Grip on Governance”
Alex Kozlov, Director of Marketing, Compass Management Consulting 

In a maturing sourcing market, client organizations are becoming increasingly adept at defining objectives, crafting contract terms, and negotiating agreements. But when it comes to governance and the blocking and tackling of managing daily operations – not so much.  Recent analyses by Compass and TPI indicate that clients typically bear the lion’s share of the blame for governance failures. This discussion examined the central role of effective governance to a successful sourcing relationship, and focused on the client’s roles and responsibilities in defining and implementing governance mechanisms.  

Specific points discussed included: 
  • Why governance is essential 
  • Common governance pitfalls – what goes wrong and why 
  • The impact of poor governance 
  • Steps client organizations can take to get governance on track

Getting a Grip on Governance  

Networking Reception Sponsored by Cognizant 


Meeting held on April 28, 2011

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLP, Kraft Foods and Northern Trust, was held on April 28, 2011, at Xchanging at 8755 West Higgins Road, O'Hare Plaza, 11th Floor, Chicago, Illinois 60631.

Agenda

“Offshoring Benefits and Advantage, Still the Same in 2011 as they were in 2001?”
Curt Herge, Director Solutions Development, CDI  


Yes, the world got flat. Clearly many companies have transferred parts of their organization’s activities from their company’s home country to captive centers offshore or to offshore service providers in countries with lower labor rates. Now many are facing contract renewal decisions. This discussion acknowledges that following a decade of aggressive offshoring, many US companies are pausing to reconsider and refresh the decision making criteria of their sourcing strategies defined 5 or 10 years ago. The original offshoring benefits and advantages of 2001 may not be the same in 2011. Outsourcing may still be the correct decision … but the offshoring / onshoring decision may not. 

This presentation will delve into what has changed and what you might think about as you face renewal. Issues will include:

  • Formerly hidden but now known management costs of offshore relationships
  • Macro currency exchange and labor inflation forces impacting the original business case
  • Evolving macro US socio economic and individual buyer brand image trends
  • Federal and State public policy political forces
  • Business continuity risks
  • Other business risks not considered 10 years ago

Case Study - “Duality of Outsourcing”
Patricia SJ Proshek, Senior Managing Director, CBRE
Margaret Guelzow, Associate Director, CBRE

CB Richard Ellis (CBRE) is the leading provider of property and facility management services to some of the largest investors and corporations around the globe. Over the past few years, CBRE itself has become a client in the outsourcing industry.  This has created a unique opportunity to enhance our service offerings to clients by leveraging partnerships with outsourcing providers for non-core business functions.  Through the four-year engagement CB Richard Ellis has had with Xchanging, we have learned how to better utilize transactional metrics, quantify benefits of improvement projects, and take a process-minded approach to our back office functions.    

Offshoring Benefits and Advantages

Duality of Outsourcing


Networking Reception Sponsored by Xchanging



Meeting held January 27, 2011

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLP, Kraft Foods and Northern Trust, was held on January 27, 2011 at the Kirkland & Ellis offices located at 300 N. LaSalle, Chicago, IL.

The theme was Corporate Social Responsibility.


Agenda

Shifting from Environmental Performance Management to Driving Business Performance
Michael Nicholus, Global GS Environment Director, Accenture

This session explored how companies increasingly report on Environmental Business Performance in response to customer demands, and should look to derive key business performance improvement from the effort.  Accenture described the methods used to prioritize investment areas to both improve environment performance and business performance.

Aligned Values - Client and Provider Collaborate on CSR Program 
Shuchita Singh, Vice President, Global Sourcing, Operations & Technology, Northern Trust 
Marcy Harman, Vice President, Global Sourcing, Northern Trust

ITO and BPO programs are often assumed to be at odds with a company's ethical responsibilities, but this should not be the case. Thanks to growing demand for corporate social responsibility, suppliers are now more than ever ready to answer buyers' inquiries regarding their environmental, social and philanthropic impact. This gives today's buy-side companies a healthy array of socially responsible outsourcing solutions and allows them to focus more on how to outsource ethically rather than whether to outsource at all.

This session gave a case study of one buyer company's efforts to build a Corporate Social Responsibility assessment and monitoring framework. The purpose of the framework is to provide a consistent and repeatable method for measuring supplier's alignment with the buyer's social responsibility objectives. The buyer may use it to identify and address problem areas with an existing supplier or to recognize a supplier for their achievements.  It may also be used as input to assess the fit of a new supplier.

Shifting from Environmental Performance Management to Driving Business Performance

Networking Reception sponsored by Accenture


Meeting held October 21, 2010

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLPKraft Foods and Northern Trust, was held on October 21, 2010 at 3:30 pm CDT at the Kirkland & Ellis offices located at 300 N. LaSalle, Chicago, IL.

Agenda

"Maximizing the Value of Your Outsourcing Relationships"
Ed Walsh, Senior Advisor, Financial Services, TPI
Brian D. Smith, Partner & Managing Director, TPI

Q&A Panel/Case Study - "Value Leakage and How to Prevent It"
Don Brilz, BPO, Wipro
Scott Gilbert, Divisional Vice President, Accounting Operations, Sears Holdings 


Wipro and Sears presented a case that takes into account how clients focus on revenue and cost avoidance, which is a key partnership outcome in any outsourcing relationship. The case study included significant examples, within Finance and Accounting outsourcing, where the partnership has been identified and action taken to tighten controls and optimize processes. The session emphasized opportunities, such as recoveries, as well as process change that prevent leakage going forward. 

Maximizing the Value of Your Outsouring Relationships / Value Leakage and How to Prevent It  

Networking Reception hosted by Hinduja Global Solutions



Meeting held July 22, 2010

A meeting of the IAOP Chicago Chapter, chaired by Kirkland & Ellis LLPKraft Foods and Northern Trust, was held in conjunction with the Cloud Computing Chapter chaired by BeyondCoreAccentureInfosys and Microsoft, on July 22, 2010 at the Kirkland & Ellis offices located at 300 N. LaSalle, Chicago, IL and will be broadcast by webinar as well. A networking reception sponsored by Microsoft followed.

The theme will be “Outsourcing Locations -- The Cloud.”  

Agenda

"The BPO Service Value Chain in a Cloud Context"
Arijit Sengupta, CEO, BeyondCore
Elliot Ichimura, Industry Manager, Microsoft

What is the business impact of Cloud Computing? How does it relate to outsourcing? How is it different from software as a service? How should we think about the business benefits of Cloud Computing?

Case Study:  "Maximizing Business Benefits via Cloud Computing in an Outsourced Invoice Process"
Joseph Tobolski, Accenture

The first Case Study will highlight how different business benefits were delivered and risks averted in a Microsoft invoice process outsourced to Accenture. This process and corresponding software solutions were first moved to the cloud and then cloud-computing capabilities were leveraged to seamlessly incorporate third-party cloud-enabled technology like BeyondCore’s to further enhance the business benefits. 

Case Study:  "Leverage the Cloud to Deliver Flexible Self-Service Solutions – A Hybrid Approach"  
Zor Gorelov, CEO, SpeechCycle 

Moving customer self-service interactions to the cloud offers a number of compelling benefits. In order to realize the benefits, IT organizations are tasked with making sure that the transition is executed seamlessly by addressing important considerations such as: integration with enterprise systems; transitions from self-service to agent assisted services; and service level. SpeechCycle will discuss how a “hybrid” approach to introducing cloud capabilities can provide time to firm up governance, build confidence, prove out the ROI and shorten the path to realizing the benefits.  Customers, providers and advisors may expect to obtain insight into “hybrid” cloud practices that may be applied more broadly in other outsourced and managed services scenarios.

Q&A Panel: "Everything You Wanted to Ask About Cloud Computing"
Panelists:
Phil Shelley, Vice President, Sears Holdings
Zor Gorelov, CEO, SpeechCycle 
Paul Hinds, Managing Director, PricewaterhouseCoopers
Joseph Tobolski, Accenture
Greg Shipley, CTO, Neohapsis
Moderator: Jay Desai, Northern Trust 

Playback the webinar

The BPO Service Value Chain in a Cloud Context

Maximizing Business Benefits via Cloud Computing in an Outsourced Invoice Process 

Leverage the Cloud to Deliver Flexible Self-Service Solutions - A Hubrid Approach

Networking Reception hosted by Microsoft

ALL OTHER MEETINGS

Meeting held April 22, 2010

A meeting of the IAOP Chicago Chapter, chaired Kirkland & Ellis LLPKraft Foods and Northern Trust, was held Thursday, April 22, 2010 at the Kirkland & Ellis offices located at 300 N. LaSalle, Chicago, IL. A networking session sponsored by WNS followed.

Agenda

 "Outsourcing Risk versus Reward - Protecting Yourself with Insurance"
Pamela Rogers, Senior Vice President & Managing Consultant, Marsh USA, Inc.

This session provided an overview of the types of insurance coverages available to protect against risks inherent in both information technology and business process outsourcing transactions. Attendees left the session with a greater understanding of the use of insurance in protecting themselves against these risks, including factors to consider in determining types and amounts of coverage and deductibles, subrogration and use of named insureds.

“Regionalized Governance”
Val Munchez-van der Wagt, ACS, AALU, Chief Underwriter/Project Manager, Allstate Life Insurance Company

The usual model for governance of offshore work is to monitor progress from onshore and supplement with periodic offshore site-visits. An emerging consideration is to use a District Manager or Roving Ambassador model.  One or several individuals would be located offshore for one or two year periods and then manage relations on-site, build a stronger relationship, have a better understanding of offshore challenges and be available to provide feedback, critical input and advice to onshore managers.

Outsourcing Risk versus Reward - Protecting Yourself with Insurance 

Regionalized Governance   

Networking Reception hosted by WNS

 



Meeting held January 21, 2010

A meeting of the IAOP Chicago Chapter, chaired by Founding Member Kirkland & Ellis LLP, was held Thursday, January 21, 2010 at their offices located at 300 N. LaSalle, Chicago, IL.

Continuing the “Lifecycle of a Deal” theme


Panel – "The Role of the Outsourcing Advisor"
Outsourcing advisors help organizations align the outsourcing strategy with strategic goals and objectives, providing guidance on the contracting process and thinking through governance, transition and overall supplier management leading practices. In addition, they provide assistance in structuring and negotiating outsourcing transactions for both customers and providers. This panel will discuss the role of the outsourcing advisor (both consultant and lawyer) from many different perspectives.
Panelists: 
Faisal Yousuf, Principal, Booz & Co 
Matt SmithClient Executive, EquaTerra
Jay DesaiVP & Manager - Global Sourcing, Northern Trust
Jeremy Kloubec, Sr. Client Partner- Private Equity Practice, Infosys
Moderator: Neil Hirshman, Partner, Kirkland & Ellis LLP

Case Study: "Moving to a New Provider - A Paradigm Shift"
Ashwin Devnani, VP Operations, TransUnion Interactive
Anurag Bhatia, SVP, WNS Global Service

This presentation will focus on the transition from one provider to a new provider and the challenges such a transition creates. The speakers will discuss:


  •     New vendor selection, ramp up, transition
  •     Understanding the Customer
  •     Why the Change
  •     Managing the Change
  •     Measuring the Change
The Role of the Outsourcing Advisor / Moving to a New Provider - A Paradigm Shift

Networking Reception hosted by Booz & Co



Meeting held on September 22, 2009 at 4:30 pm during the Global Human Capital Forum in Chicago!

A meeting of the IAOP Chicago Chapter, chaired by Founding Member Kirkland & Ellis LLP, was held Tuesday, September 22, 2009 during the Global Human Capital Forum at the Marriott Chicago Downtown from 4:30-5:30 pm.

The presentation by Neil Hirshman, chapter chair, “Hard and Soft Sides of Managing Talent in Outsourcing” 

Hard and Soft Sides of Managing Talent in Outsourcing

Closing comments by Michael Corbett, IAOP’s Chairman

6:00-7:00 pm:The networking reception hosted by the Chicago Chapter

 


Meeting held July 23, 2009

This meeting of the IAOP Chicago Chapter, chaired by Founding Member Kirkland & Ellis LLP, was held Thursday, July 23, 2009 at the Chicago Yacht Club.

The program included a continuation of the lifecycle of a deal theme plus a discussion on ways to leverage IT and differentiate yourself in today’s market. Following the welcome and introductions delivered by chapter chair and founding member Neil Hirshman of Kirkland & Ellis LLP, Bill Fowler, Principal Consultant from Compass America, Inc, and Lee Coulter, former SVP of Shared Services at Kraft Foods, provided an overall understanding of what benchmarking is, issues to anticipate and critical aspects of the benchmarking clause during their presentation entitled “A Benchmarking Primer.” 

The program continued with an insightful presentation from Sharan Hildebrand, Executive Director from The Symbio Group, entitled “Innovative Ways to Leverage IT and Differentiate Yourself in Today’s Market.”  Participants heard about innovative and creative ways to advance their outsourcing message, product or service offerings and then had an opportunity to discuss and share ideas that resulted from the round table discussions that were conducted after Sharan’s presentation.

A Benchmarking Primer

Innovative Ways to Leverage IT and Differentiate Yourself in Today's Market

The meeting concluded with a networking reception hosted by The Symbio Group.
 


Meeting held - April 30, 2009

A meeting of the IAOP Chicago Chapter, chaired by Founding Member Kirkland & Ellis LLP, was held on April 30, 2009 at their new offices located at 300 N. LaSalle, Chicago, IL. 

Following Chapter Chair Neil Hirshman’s welcome & introductions, David Benoit and Jeffrey Rathgeber, Partners at Pelorus Advisors, provided an overview of the hidden risks associated with outsourcing transactions that are unsupported by proper currency risk management controls entitled “Currency Risk Management 101: How to Identify Forex Exposure Lurking in Global Outsourcing Transactions.”   During this informative presentation, they provided a framework for outsourcing customers to help them identify gaps in their provider’s currency hedging programs

Next, Sara Enlow with Vantage Partners shared some of the preliminary results of their research on the topic of “Offshore Relationship Management.”  Recently, they surveyed over 400 outsourcing professionals with experience in managing offshore relationships.  Respondents shared their perspectives on the top challenges inherent in offshore relationships and the impact of those challenges.  Sara shared key information on what successful practitioners are doing to address the challenges and get the most out of their offshore relationships.

Currency Risk Management 101

Offshore Relationship Management

Neil wrapped up the meeting with a review of upcoming IAOP events and as well as meeting dates for the Chicago chapter.  The meeting concluded with a networking reception hosted by Kirkland & Ellis, LLP.
 
 


Meeting held – January 22, 2009

A meeting of the IAOP Chicago Chapter, chaired by Founding Member Kirkland & Ellis LLP, was held on January 22, 2009 from 3:30 -7:00 p.m. at DePaul University, 1 E. Jackson, 11thfloorDePaul Center North Café.  The meeting continued with the themes lifecycle of a deal and outsourcing locations and the agenda consisted of the following: 

Effects of the Economy on Outsourcing - Mathew Smith, EquaTerra and Sri Tanjore, Director Shared Services and Outsourcing Advisory Services, PricewaterhouseCoopers

With the economic crisis impacting businesses across the globe, it likely will have a major impact on the outsourcing industry.  This presentation addressed how customers and providers alike are addressing challenging issues including, protectionism, benefits evaluation with a sliding value of US dollar, and the new US government’s laws and regulations.

Achieving Outsourcing Success Using Imaging, Business Process Management, Portals and Collaboration Technologies – Jeetu Patel, Executive Vice President,Doculabs, Inc. and Sharon Richey, Head of Global Resourcing, Royal Bank of Canada (Case Study)

Organizations are finding it increasingly difficult to manage the transition and transformation process in their outsourcing efforts.  Defining transformation processes is tedious, manual transitions are hard to manage, and service providers have difficulty living up to their service level agreements.  One area that shows promise is strategic investment in content – and process-related technologies such as imaging, business process management, portals, and collaboration.  Whether your effort involves pure IT outsourcing, 
BPO or KPO related activities, effectively planning your use of content- and process-related technologies can pay big dividends.  In this session, we learned industry best practices, with a case study that detailed framework for incorporating content- and process-related technologies within outsourcing efforts.

Outsourcing to the Ukraine – Alex Golod, Managing Partner, Intetics Co. and Doug Grimsted, CEO, Aginity (Case Study)

We learned about the social and economic development of the Ukraine,  why the Ukraine is becoming a hot outsourcing destination based on its industry growth, its access to skilled well educated talent pools, and how the Ukrainian government supports outsourcing and in what regions, and then heard a case study from Aginity on how they have effectively outsourced work to the Ukraine.

Effects of the Economy on Outsourcing

Networking Reception was hosted by Doculabs.
 


Meeting held - Tuesday, Sept. 9, 2008 

This fall’s meeting was held as part of IAOP’s 2008 Governance Forum on September 9 at the Marriott Downtown Magnificent Mile. 

The meeting was a huge success and the program consisted of:
-The joint presentation by Neil Hirshman, chapter chair and Jag Dalal, IAOP’s managing director of thought leadership on “Contracts and Governance: Oil and Water or Oil and Vinegar?
 -Closing comments by Neil Hirshman and Michael Corbett, IAOP’s    Chairman
 -The networking reception hosted by the Chicago Chapter

 Contracts and Governance: Oil and Water or Oil and Vinegar?       


Meeting Held Thursday, July 24, 2008

The July 24 meeting program continued with the “Lifecycle of a Deal” theme, focusing on transition issues.  A networking reception was hosted by Bridge Strategy Group.
 
The meeting agenda included: 
IAOP and the Chicago Chapter: Let’s Take a Look at Progress!
Michael Corbett, IAOP Chairman

The Transition Challenge-- Managing the Successful Transition to Outsourced Services - Panel
Getting to contract is only half the work. The real challenge for organizations is transitioning services to an outsourcing provider. The effectiveness of the transition will in large part determine the ultimate success of the outsourcing relationship as it sets the stage for positive working relationships and achievable expectations. The panel will focus on the key challenges with transitioning services to an outsourcing provider. The challenges range from determining the client’s role in transition and planning to the people and organizational change issues.
 
Moderator: Scott Lever, PA Consulting
Panelist: Lori Blackman, President, DNL Global
Panelist: Robert Thomas, North American Foundational Services Leader| HRO Benefits Operations-Foundational Services Group, Hewitt Associate
Panelist: Tom Turci, Director – Offshore Engineering, Pitney Bowes Software Incorporated

Building Momentum and Change Management - Transition Case Study
Niel Simon, Partner, Bridge Strategy Group
Michael Wisner, VP Global Operations, Arthur J. Gallagher
Mr. Wisner directs Gallagher's multi-year transition of insurance processes to both captive and outsource providers in India and has navigated many of the classic phases of globalization including the tides of resistance. Mr. Wisner will share many of the lessons Gallagher has learned in recasting itself as a global organization including building organizational momentum and overcoming resistance.
 


Meeting Held Thursday, April 24, 2008

The Chicago Chapter of IAOP, bringing together business persons, consultants and attorneys involved or interested in outsourcing and working or living in the greater Chicago region, held its twelfth meeting on April 24 at the IBM Training Facility in the Hyatt Center. Kirkland & Ellis LLP partner and Chapter Chair Neil Hirshman opened the meeting and welcomed the attendees.

The twelfth meeting continued with the theme of the lifecycle of a deal. Chadd Parker, Legal Counsel - Resources from Accenture and Matthew Lovell, an attorney at Kirkland & Ellis began the presentations with a lively discussion about the key elements of an outsourcing contract and some do's and don'ts about the contracting process.
 
Next, Bud Mathaisel, CIO of Achievo drew upon his extensive industry experience in presenting on IT security and its impact on outsourcing. In particular, Bud explained the importance of ISO 27001 certification and the process for certification. The attendees actively engaged with Bud during his presentation and there was a great discussion about how different companies were addressing IT security issues.
 
Neil closed the meeting by requesting volunteers to host future meetings and to sponsor networking receptions. The next meeting is scheduled for July 24 at the Chicago Yacht Club with a networking reception sponsored by Bridge Strategy. The next meeting with continue with the lifecycle of a deal theme. 
 
A networking reception sponsored by Achievo followed the formal meeting. 
 


Meeting Held Thursday, January 24, 2008

The Chicago Chapter of IAOP, bringing together business persons, consultants and attorneys involved or interested in outsourcing and working or living in the greater Chicago region, held its eleventh quarterly meeting on January 24 at the South African Consulate. Kirkland partner and Chapter Chair Neil Hirshman opened the meeting and introduced South Africa Consul General Yusuf Omar, who welcomed the attendees and offered some preliminary remarks on South Africa.

The eleventh meeting continued with the themes of lifecycle of a deal as well as outsourcing destinations. The presentations began with a lively discussion on the best processes for selecting a provider, including the advantages and disadvantages of the RFP process. The panel was moderated by Matt Smith of EquaTerra and he was joined by panelists Elliot Bruns, Infosys, Walt Wojcik, former CIO and CFO of Northwestern Mutual and Ravin Asar, ABN Amro.

Building on that panel discussion, Praful Mittal of Booz Allen Hamilton provided a case study on a company with revenues of over $25B. Praful described the imperatives for them to transform and seek a comprehensive outsourcing strategy and how they went about seeking strategic partners to help in that journey.

The meeting then shifted to focus on another outsourcing destination -- South Africa (previous meetings had focused on Poland, India, China, Latin America, Philippines, Canada and Russia). After a brief introduction by Charles Manuel, Consul Economic, Yolande Smit from the Department of Trade and Industry of BPO in South Africa moderated a panel that consisted of Sandile Gwala, Deloitte, Andrew McNair, Merchants UK and Gary Bennett, Virgin Mobile. Each of them shared their insights on the outsourcing industry in South Africa in general and their personal deal experiences in particular.

Jeni Stamas, Managing Director, Membership then gave a brief update on the success of IAOP and its growth.
 
Neil closed the meeting by requesting volunteers to host future meetings and to sponsor networking receptions. The next meeting was scheduled for April 24, location TBA. The next meeting with continue with the two themes -- lifecycle of a deal and outsourcing destinations (destination to be determined). 
 
A networking reception that included South African wine and delicacies, sponsored by The South African Consulate General, followed the formal meeting. 

 

 




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