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Common sense and competition demand that companies operate at maximum efficiency, yet most organizations fail to achieve top-tier efficiency.

Pressures from both inside and outside work against them. Inertia, short-term crises, leadership challenges in key functions, turnover, equity market demands, technology change, regulatory and legal requirements, customer consolidation and other factors Mergers, acquisitions, downsizing, and ever strain many organizations’ ability to cope.

Lack of focus on core processes, lack of metrics, redundant processes, and rising infrastructure costs raise additional barriers to achieving performance goals.

In many companies, technologies are mismatched or outdated, employee skill sets aren’t aligned with objectives, and planned “upgrades” just haven’t panned out.
   
Shared and Outsourcing Advisory Services (SOS) from Peale Davies can help your business achieve greater efficiency by establishing or optimizing a shared services organization or through external outsourcing. We have time-tested methodologies and experienced global professionals to help you make informed decisions that can lead to service improvement, cost savings, and closer staff alignment to your core business objectives and competencies.   A shared services or outsourcing solution may be right for you if:

• Finance costs exceed 1 percent of your revenue
 
• Financial reporting takes more than five days after period end
 
• Business support functions (Finance, IT, and HR) lack performance metrics
 
• Plans include outsourcing to offshore providers
 
• Recent mergers did not provide synergy or back office cost reductions as planned
 
• Geographically dispersed processes are inconsistent, redundant, and Inefficient
 
• You are looking to drive vale from your supply chain through a new ERP system or otherwise in an efficient manner
 
• You believe your response to Section 404 of Sarbanes-Oxley and/or other regulatory and control initiatives could be enhanced

 
We can help you make strategic decisions about which services and processes should be included in a shared services organization and which are better candidates for outsourcing, as well as help you build the business case for whatever path you choose.  

Beyond decision-making assistance, we offer advisory services that:  

• Help you design and rapidly implement your internal or outsourced shared services functions
 
• Provide infrastructure, integration, and development tools tailored to your needs
 
• Develop, transition, and optimize your shared services operations

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Peale Davies & Co. Inc.
111 John Street, Suite 1510
New York, New York 10038

Phone: 212-233-4594 (X15)
Fax: 928-833-0140
E-mail: looneys@pealedavies.com