Transformation team designing processes and service delivery
Work organised end to end around customers and outcomes

Process, Service Delivery & Shared Services Design

Redesign processes, services and delivery locations as one coherent operating system.

Service overview

Redesign processes, services and delivery locations as one coherent operating system.

Finaffairs designs end-to-end processes, service catalogues, shared services, service levels, sourcing choices and continuous-improvement arrangements.

Buyer routes and triggers

Recognise the decision that needs to be made.

This service is configured around the sponsor’s accountability, the organisation’s evidence and the implementation consequences of the decision.

Who commissions this work

  • Chief operating officers
  • Functional transformation leaders
  • Shared-services and GBS leaders
  • Technology and service-management leaders

Common triggers

  • Customers or employees experience fragmented journeys and hand-offs.
  • Processes vary unnecessarily across businesses, entities or locations.
  • A shared service, centre of excellence or outsourcing decision is being considered.
  • Technology is being implemented before service and process requirements are settled.

Questions the engagement resolves

  • Which end-to-end services and journeys matter most?
  • What should be standardised, localised, automated, shared or sourced?
  • How should service ownership, performance and escalation work?
  • Which process, data and technology changes are required for implementation?
What we do

Modular support with one integrated design logic.

Commission a focused module or combine the components into a complete mandate. Scope is agreed around the decisions, evidence and outcomes required.

01

Process architecture

Create taxonomies, value streams, ownership and a common process language.

02

Journey and service design

Define customers, moments that matter, service propositions and service blueprints.

03

Service catalogue and SLAs

Specify services, channels, owners, measures, thresholds and escalation.

04

Shared services and GBS

Assess scope, location, governance, retained organisation and transition options.

05

Sourcing and ecosystem

Evaluate internal, outsourced, partner and hybrid delivery choices with control requirements.

06

Continuous improvement

Embed process ownership, data, root-cause analysis and improvement governance.

Deliverables

Practical outputs designed for approval and implementation.

Every deliverable has a defined decision, owner and downstream use. Artefacts are transferred in an editable format where appropriate.

Enterprise process taxonomy
End-to-end process and journey maps
Service-delivery blueprint
Service catalogue and service levels
Shared-services or GBS scope
Retained-organisation design
Sourcing and location assessment
Process performance and improvement framework
Illustrative prototype

A visual working model for leadership challenge.

This simplified prototype shows how an engagement output can organise the evidence. Client deliverables are developed using the organisation’s actual decisions, data and governance requirements.

Process, Service Delivery & Shared Services · working blueprintIllustrative — not client data
01
Demand & channels
02
End-to-end services
03
Processes & controls
04
Shared delivery
05
Retained organisation
06
Performance & improvement
How we work

Evidence, co-design, decision and mobilisation.

Senior practitioners work with accountable leaders, subject-matter experts and affected teams to test design choices and prepare implementation.

01

Discover

Map demand, journeys, processes, hand-offs, pain points and service evidence.

02

Simplify

Remove failure demand, duplication and unnecessary variation.

03

Configure

Design ownership, channels, location, sourcing, controls and enabling technology.

04

Transition

Pilot, migrate, stabilise and establish continuous improvement.

Simpler customer and employee journeys
Clear service ownership and performance expectations
Reduced duplication and better use of shared capability
A controlled route from process design into technology and operations
Selected Delivery

Evidence connected to this service.

Related assignments demonstrate how Finaffairs moves from diagnosis and design into controlled implementation.

Selected Delivery · Global investment bank

Enterprise Business Process Taxonomy & Optimisation

Established a governed process language and optimisation framework across Digital & Platform Services.

Explore the case →
Selected Delivery · Global investment bank

Workday HR Transformation

Redesigned employee journeys, business rules, controls and future workflows for a global Workday implementation.

Explore the case →
Frequently asked questions

Scope, method and implementation.

Specific legal, tax, employment or regulatory opinions are coordinated with appropriately qualified advisers where required.

Can you assess whether shared services are appropriate?

Yes. We assess strategic fit, service scope, scale, control, customer proximity, economics, location, sourcing and transition risk before recommending a model.

Do you document detailed processes?

Yes. The required level ranges from enterprise taxonomy and value streams to detailed workflows, controls, roles, data and technology requirements.

Can the work support an ERP or workflow implementation?

Yes. Process and service design can be translated into requirements, controls, data needs, acceptance criteria and implementation increments.

Do you support outsourcing decisions?

We can support option assessment, service scope, commercial requirements, governance, retained capability and transition planning; legal and procurement advice is coordinated where required.

Start the conversation

Discuss your process, service delivery & shared services decision.

Share the organisational context, jurisdiction and decision timeframe. We will help define a proportionate diagnostic, design or implementation route.

Complete the scoping brief →

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