outsourcing des back offices un pas supplémentaire dans la spécialisation des métiers de la...

Outsourcing des Back OfficesUn pas supplémentaire dans la

spécialisation des métiers de la finance

Avril 2006

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Table of Contents

Back office structure and functions (Benoit Schaus)

Sourcing (André Vandencamp)

Outsourcing (François Dorland)

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Agenda

Faut-il avoir peur de l’outsourcing (délocalisation) ?

Outsourcing : une tentative de définition Sous-traitance, out-tasking Outsourcing Filialisation comment s’y retrouver ? Les métiers concernés

Les logiques économiques et industrielles de l’outsourcing Des économies d’échelles Des économies de coût La question de la TVA Une nouvelle organisation des métiers : les différents degrés et modalités

Mise en oeuvre de l’outsourcing : un projet industriel La négociation et les Services Level Agreements (SLAs) La mise en œuvre et la période de transition La stabilisation

Grandeurs et misères de l’outsourcing au jour le jour Une nouvelle façon de travailler Quand la situation n’est pas bonne : comment revenir en arrière ?

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Wealth management & private banking executives are being challenged to commit to growth & profitability

OnshoreVS

Offshore

OnshoreVS

Offshore

Development of new onshore models through combination of organic growth and acquisitions

Consolidation & Scale

Consolidation & Scale

Several recent acquisitions

High Value Client

Solutions

High Value Client

Solutions

Trend towards holistic advice

Growth of Network Based

Models

Growth of Network Based

Models

More shared services within group;Development of open products architecture

Diversity of Products and

Services

Diversity of Products and

Services

Rapid trend to alternative productse.g. hedge funds, private equity, Rise of open product architecture

Better Enable Advisors

Better Enable Advisors

New client demands / concernsMore investment in hiring/trainingFront office enabling tools on the rise

Cost Effective IT Investment

Cost Effective IT Investment

“Managed by ratios”Trend to packages & standardisation; Evolution of outsource market

Profitability Management

Profitability Management

Evolving examples of success and new benchmarks;Driving investment performance

Source: 2003 IBM Survey of European Wealth and Private Banks (trends)

Impacts

Focus on core business

Acquire best of breed components

IT Impact

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Example : the acquisition of a core banking system is a strategic decision with a 10 years perspective

With dedicated resources allocation along the project lifecycle

3 months 9/12 months 10 years 3 months 9/12 months 10 years

ImplementationImplementation Post-ImplementationPost-ImplementationPreparationPreparation

Objectives &

Scope Definition

Implementation

HostingServices

Application Support & Maintenance

Project & Change Management Service Management

Chose partners with the ability to support you on the long run, and to address the activities chain as a whole

is a key success factor

Chose partners with the ability to support you on the long run, and to address the activities chain as a whole

is a key success factor

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Benefit from combined economies of scale

Hosting Shared infrastructures & teams Wide service hours coverage Lower cost for options (Disaster

recovery…) Improved accessibility & cost for

unplanned resources needs

1. IT and operations efficiency improvements begin

2. Achievement of most or all efficiencies

3. Impasse

4. Replacement of core systems and hosted services begin

5. Core system replacement and hosted services

Source: IBM Institute for Business Value

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Flexibility: Benefit from flexible resources allocation and pricing

IT OperationsCost

Business constraints by lack of capacity & delays

Anticipated Investments

Cost

Time

Revenue Trend

Improved Business Agility

Capacité utilisée

Cost

Time

IT OperationsCost

ReducedUpfrontInvestments

Flexible pricing & fast provisioning

Revenue Trend

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Governance model

GovernanceBusiness Partnering

Organization alignment

Commercial Model Benefits – Business Case Flexible pricing

SLA Contractual Agreements Service definition

HostingService Solution Core activities Options IT processes PSF-ICT Agreement

Outsourced function

Services Implementation Strategy Activities Planning & Budget Resources Change Management

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Example of IT outsourcing

Ch

ang

eM

anag

emen

t

Pro

ject

Man

agem

ent

Architecture

Business

Organization

IT operations

Select the appropriate architecture

Support the integration of clients from a technical perspective

Parameters definition

Define business requirements

Parameters settings definition

Configuration

Testing

Client Integration

Support the integration of clients from an organization perspective

Procedures definition

Training

Project & change management

Project guidance and assistance

Resources

Governance

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Committed Service Levels

Services OptionsServices Options

SoftwareLicenseMaintenance & Support…

SoftwareLicenseMaintenance & Support… Consulting

Application Expertise…

ConsultingApplication Expertise…

Service Level Agreement

Availability Performance Responsiveness…

“A la carte” Options“A la carte” Options

Managed ServicesHosting IT OperationsService Levels…

Managed ServicesHosting IT OperationsService Levels…

IntegrationSet-UpProject Administration…

IntegrationSet-UpProject Administration…

CUSTOMER

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©2005 Deloitte S.A.Member ofDeloitte Touche Tohmatsu

outsourcing des back offices un pas supplémentaire dans la spécialisation des métiers de la...

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