- Change management - Change management in finance
- Internal control - Know and implement internal control policies and the associated control system. Know how to carry out an internal control operation. Fundamental processes and concepts of internal control (COSO, segregation of duties, delegation, etc.).
- CSP, ERP - Shared Services Center (CSP) and link with ERP
- Accounting standards and methods files - Know how to prepare accounting standards and methods files, carry out prospective studies and perform impact analyses.
- Operational flows and processes -
- Gestion des compétences financières - "Finance professions, Competencies and macro-competencies, Missions and key activities, Skills assessment, levels: basic knowledge (declarative), standardized application in context, complex application in context, expertise (ability to share and evolve knowledge), Career paths and development.
- Accounting production - Accounting production: Know how to implement the accounting processes within the scope of responsibility (personnel costs, PM purchases, other purchases, investments, inventories, product sales, other sales, financial and treasury operations, declarations to third parties).
Understanding and implementing
Target audience
- Management controllers
- Financial directors and controllers
- Chartered accountants, statutory auditors
- Accounting managers
- Financial managers
- Finance, consolidation and accounting managers
1 day
CSP and ERP training
Prerequisites
No prior knowledge is required.
Objectives
◗ Acquire an overview of the organization of a CSP
◗ Analyze the risks and opportunities of setting up a CSP
◗ Understanding the structure and use of ERPs in the context of CSPs and dematerialization
Training program
◗ Understanding the objectives and impact of PSCs
- Why set up a CSP? Challenges, promises, risks
- Targeted benefits: efficiency, quality, expertise, management
- Strategic positioning of SSCs within the organization
✔ UNDERSTANDING | Illustration: matrix of objectives targeted by a CSP
✔ APPLY | Case study: identifying the functions to be centralized in a company case study
✔ EXPERIMENTATE | Exchange: do all CSPs systematically achieve
initial objectives?
◗ Structuring and managing a CSP project
- Key project stages: analysis, standardization, transfer, management
- Organizational choices: by population, by process, mix
- Roles of SPOC, BPO
- Project governance
✔ APPLY | Case study: sequencing a finance process centralization project
✔ EXPERIMENTALIZE | Workshop: building a flowchart and designating process owners
owners
◗ Managing CSP performance with the right KPIs
- Defining and structuring performance indicators (volumes, costs, lead times, etc.)
- SLA, SLO, OLA: service contractualization
- Quantitative and qualitative KPIs, CSP dashboard
✔ UNDERSTANDING | Illustration: structuring indicators around dimensions
construction/communication/use
✔ APPLY | Case study: developing indicators to pilot a CSP supplier cycle
✔ EXPERIMENTALIZE | Discussion: to what extent should the number of indicators be limited?
indicators?
◗ Integrating ERP into a CSP logic
- ERP's central role in automation and standardization
- Single ERP vs. multiple ERPs: impacts and constraints
- Interfaces, parameterization, uniqueness of flows and accesses
✔ UNDERSTAND | Illustration: articulation diagram between CSP and ERP modules (e.g. SAP)
✔ APPLY | Case study: analyze a heterogeneous IS and deduce the impact
on the efficiency of a CSP
✔ EXPERIMENTATE | Exchange: is ERP enough to guarantee the efficiency of a CSP?
◗ Ensuring dynamic evolution and continuous improvement
- The phases in the life of a CSP: creation, stabilization, transformation
- DMAIC, Kaizen, Muda/Mura/Muri detection
- The role of management and training in adoption
✔ EXPERIMENT | Workshop: diagnosing a CSP dysfunction via the "5 Whys?"
✔ UNDERSTAND | Illustration: evolution of the managerial role in a mature CSP
✔ EVALUATE | Quiz: integrating continuous improvement into the SLA
Why choose this course?
Setting up shared service centers (SSCs) is not just for large groups. New procedures and organization, the creation of SSCs impacts the roles and responsibilities of everyone: accounting and financial staff, of course, but also operational and sales staff. This one-day training course provides an overview of the main changes brought about by the introduction of this organization.
Teaching and assessment methods
Before: self-assessment quiz
During the session : presentations, illustrations drawn from real-life situations, exchanges and development of action plans to ensure knowledge acquisition.
Afterwards: the trainer is available to answer any questions relating to the training.
General training | FinHarmony Conseil & Formation
See our full training catalog.
Price
1 295 € EXCL. TAX
Testimonials
CSP and ERP training
CSP and ERP training
CSP and ERP training
CSP and ERP training
Jonathan C.
Company
Training