Shared Services and GBS Transformation Playbook (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

SHARED SERVICES EXCEL DESCRIPTION

Shared Services and GBS Transformation Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

SHARED SERVICES AND GBS TRANSFORMATION PLAYBOOK

64 professional-grade tools | 349 spreadsheet tabs | 2,730+ rows of structured content | 6 PDFs + 58 XLSXs | 11 organised folders

A complete consulting-grade toolkit for designing, launching, and optimising shared services centres and Global Business Services organisations. Built on SSON, Hackett Group, and Deloitte GBS best practices.

WHAT YOU GET: THREE-STEP IMPLEMENTATION JOURNEY

Step 1 – DIAGNOSE
•  Quick Scan assessment for shared services maturity evaluation
•  RDMAICS dashboard (Recognise, Define, Measure, Analyse, Improve, Control, Sustain)
•  Maturity radar for standardisation, service delivery, governance, automation
•  7 domain assessments x 30 questions = 210 total assessment questions

Step 2 – SET GOALS
•  Project Charter, RTM, RACI, WBS, Scope Plan
•  Requirements Documentation, Assumptions Log

Step 3 – IMPLEMENT
•  5 PM workbooks, 9 operational runbooks
•  KPI frameworks (cost-to-serve, first-contact resolution, processing time, CSAT)
•  GBS performance dashboards across all service lines

210 ASSESSMENT QUESTIONS ACROSS 7 DOMAINS
1. Operating Model and Governance Design
2. Service Catalogue and SLA Management
3. Process Standardisation and Migration
4. Technology Enablement and Automation
5. People, Culture, and Talent Management
6. Continuous Improvement and Value Creation
7. Location Strategy and Sourcing Model

9 OPERATIONAL RUNBOOKS AND CHECKLISTS
•  Service Catalogue Design and Build Runbook (6 sheets, 48 rows)
•  Process Migration Playbook (7 sheets, 54 rows)
•  SLA Framework and Reporting Checklist (5 sheets, 41 rows)
•  GBS Operating Model Design Runbook (6 sheets, 46 rows)
•  RPA and Intelligent Automation Deployment Checklist (5 sheets, 42 rows)
•  Cost-to-Serve Benchmarking Procedure (5 sheets, 38 rows)
•  Customer Satisfaction and Voice of Customer Runbook (4 sheets, 35 rows)
•  Talent and Knowledge Management Checklist (4 sheets, 37 rows)
•  GBS Maturity and Value Review Runbook (8 sheets, 58 rows)

MODELS AND FRAMEWORKS
•  GBS Maturity Model
•  Service Delivery Operating Model Canvas
•  Location Strategy Decision Framework
•  Automation Opportunity Assessment Matrix
•  Value Creation Staircase
•  Demand-Supply Matching Model

WHO THIS IS FOR
•  GBS and Shared Services Directors
•  CFOs and COOs sponsoring shared services programmes
•  Management consultants delivering SSC/GBS engagements
•  Process Excellence leads
•  HR and Finance functional leaders transitioning to shared services
•  Location Strategy and Sourcing Directors

Instant digital download. 64 files organised across 11 folders. Ready to deploy immediately. No subscriptions, no logins.

Source: Best Practices in Shared Services Excel: Shared Services and GBS Transformation Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk