18 assets
Procurement Playbook

Source-to-Pay Transformation Playbook

A comprehensive guide to redesigning your S2P operating model from Category Management through Accounts Payable. Covers FTE baselining, process redesign, technology selection, and transition planning.

Procurement Framework

Accounts Payable Automation Roadmap

Step-by-step approach to increasing AP touchless rates from baseline to 70%+. Covers e-invoicing, EDI/ERS setup, exception management, and vendor enablement.

Procurement SOP Template

Vendor Master Governance SOP

Standardised procedures for vendor add/change/delete workflows, duplicate detection, and audit trail requirements. Includes approval matrix and escalation paths.

Procurement Framework

Category Management Maturity Model

Five-level maturity model for category management from reactive buying through strategic value delivery. Includes self-assessment tool and improvement roadmap.

Procurement Guide

Procurement Compliance Measurement Guide

How to define, measure, and improve procurement compliance rate. Covers spend categorisation, exception tracking, and root-cause analysis templates.

Procurement Toolkit

P-Card & T&E Control Framework

Governance model for P-Card programmes and T&E expense management. Includes policy templates, analytics dashboards, and exception monitoring procedures.

Finance Playbook

Record-to-Report BPO Transition Playbook

End-to-end guide for transitioning R2R activities to a BPO provider. Covers journal entry, reconciliation, consolidation, and reporting processes.

Finance Toolkit

Financial Close Acceleration Toolkit

Proven techniques for reducing month-end close cycle from 8+ days to under 4 days. Includes close calendar templates, activity checklists, and issue escalation protocols.

Finance Framework

AP/AR Process Redesign Framework

Structured approach to redesigning Accounts Payable and Receivable processes for a shared services or outsourced environment. Covers SLA design, KPI baselining, and technology prerequisites.

Finance SOP Template

Treasury & Cash Management SOP

Operational procedures for daily cash positioning, bank reconciliation, payment authorisation, and short-term liquidity management in an outsourced treasury model.

Finance Guide

FP&A Shared Services Guide

How to centralise and standardise FP&A activities including budgeting, forecasting, and management reporting in a shared services environment.

Finance Toolkit

Tax Compliance BPO Readiness Checklist

Assessment checklist and preparation guide for transitioning indirect and direct tax compliance activities to a BPO provider across multiple jurisdictions.

HR Playbook

Hire-to-Retire Transformation Playbook

Comprehensive methodology for redesigning the end-to-end HR operating model. Covers Talent Acquisition, Onboarding, Payroll, Benefits, and Offboarding in a BPO context.

HR Framework

Payroll BPO Transition Framework

Risk-managed approach to outsourcing payroll operations. Covers parallel run procedures, reconciliation controls, cut-over planning, and steady-state governance.

HR Guide

HR Shared Services Design Guide

How to design and stand up an HR Shared Services Centre (SSC) or select and onboard an HR BPO provider. Includes tiered service model and help desk design.

HR SOP Template

Employee Case Management SOP

Standardised procedures for HR case management including ER cases, policy queries, and grievance handling in a shared services environment.

HR Toolkit

Benefits Administration Efficiency Toolkit

Process improvement toolkit for benefits enrolment, claims administration, and vendor management. Includes automation opportunity assessment and SLA templates.

HR Framework

HR Analytics & Reporting Framework

Methodology for establishing HR data governance, people analytics capability, and workforce reporting in a BPO or shared services model.

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