Announces

7TH ANNUAL GLOBAL SHARED SERVICES CONCLAVE

ReSHAPING YOUR TRANSFORMATION STRATEGY What Triggers? What Matters? What Next?

The Story Unfolds….

DATE: FRIDAY, November 24, 2017 VENUE: LE MERIDIEN, NEW , Program Director: Sunil Sayal, Region CFO, India, Nokia Solutions & Networks Knowledge Partner Associate Sponsor Shared Services Forum (SSF) with RvaluE Consulting as knowledge partner, has conceptualized and has been holding the annual BPM & Shared Services Conclave for six consecutive years now. The key objectives of this event are to capture, recognize and disseminate awareness/ impact of Business Process Management (BPM) by Global Indian Organizations through Shared Services, both captive and hybrid, thereby fully leveraging the best practices from global shared services and off- shoring operations.

Past Conclave Events - 2011 to 2016

The journey of SSF began in 2011 with the purpose of sharing the knowledge which was resident with a few leaders of the shared services and outsourcing industry. This journey so far has been extremely successful with its focus progressively widening from Business Process Consolidation (BPC) to a more holistic Business Process Management (BPM). Participants take back not only a myriad of experiences with regards to strategic execution of BPM, but also connections and awards that bring in ‘Culture’ and ‘Value’ to the Industry.

2016 NATIONAL BPM & SHARED CONCLAVE IN PROGRESS The BPM & Shared Services Conclave event is one of its kind in India, with a winning combination of renowned panel of speakers, and attended by leaders from across the country, followed by an extremely charged-up evening of celebrations for Excellence Awards & Recognition for Leaders & Organizations across the Globe. Shared Services Forum takes pleasure in announcing its: 7th Annual Global Shared Services Conclave On ReSHAPING YOUR TRANSFORMATION STRATEGY What Triggers? What Matters ? What Next? Friday, November 24, 2017 at Le Meridien, New Delhi The last six conclave events reinforced the belief that success stories of global shared services and adoption of BPM in Indian Corporations is the best possible way to disseminate the value of Business Process Management (BPM) and its linkage to Business Impact. In this fast-paced changing world, since organizations are required to deal with the challenges of Agility & Cost Optimization, Customer Experience, Digitization, Transformation, and Capability Development, they are realizing the urgency of bringing in BPM practices to deliver on such business imperatives. Accordingly, in the current era of growth and globalization, organizations are drawing upon global ‘best in class’ practices from overseas as well as off-shoring business operations and adapting to make them ‘best in context’ Business Process Transformation strategies that enable them to swiftly achieve the goals. This year, SSF aims to bring the focus of the Industry to reflect, redefine and shape their Business Process Transformation strategies to achieve strategic objective of being agile, optimize cost, develop new generation cognitive digital workforce, adopt robotics, enhance consumer experience, etc. across their Enterprise functions (F&A, HR, IT, Supply Chain, Operations, CRM,…). Many of the Global & Indian Organizations across multiple domains have redesigned and transformed their business processes completely to remain in control despite the high-paced change. Some of them have already shaped their Business Process Transformation strategy, or are contemplating doing so, regardless of the changing environs. The one-day Conclave event will focus on what matters today and what are the next steps in the world which is changing at a break-neck speed. 2017 CONCLAVE OBJECTIVES & OUTLINE The agenda of BPM & Shared Services Conclave 2017 has been categorized under three streams:  Workshop Panel Discussions & Case Presentations, and Knowledge Sharing Interactions,  Felicitating BPM Achievers, Excellence Awards & Recognitions, and  SSF Publication on Business Process Transformation Trends The key focus areas of the One-Day conclave broadly include the following topics and sessions:  From the Lens of CXOs – Reshaping the Transformation Strategy for Value Delivery & Value Innovation  Building a New Generation of Cognitive Digital Workforce  Scaling Up and Transforming Shared Services Operations in India  Global Best Practices and Trends  Publishing Industry Trends on BPT Strategies  Building & Moving up the Process Maturity across the Enterprise Functions Through Technology  Future of the Global Shared Services in 2020  Felicitating Leading Organizations and Exemplary Leaders in Shared Services

Sunil Sayal, Region CFO - India, Nokia Solutions & Networks, and President – SSF Mishra, Founder & Managing Partner, Trust Legal Aashish Verma, Director, Achromic Point ORGANIZING Anand Maheshwari, Founder Director, Quintes Global COMMITTEE Pranav Singh, CEO, Skillspan Sanjay Gupta, Chief Architect, Shared Services Forum Pallavi Jayaswal, Senior Manager – SSF & RvaluE LS Who would attend  C-Suite Executives, Finance Controllers, Heads of HR/ IT/ Supply Chain  Entrepreneurs of the Rural Sector  Business strategy Leaders/ Managers  Senior functional managers from multiple functions like, Quality/ Process Excellence, Finance & Accounting, Corporate Compliance, Supply Chain & Logistics, Information Systems, Human Resources  Managers/ Leaders from Shared Services /BPO – F&A, HR, Supply-chain, Operations  People managing CPCs of Banking/ / Insurance operations Key Takeaways for Delegates The Conclave will be attended by 100+ delegates. Speakers (Business Leaders having experience of leading transformation) will share their experience. The key takeaways are:  Necessity to reflect on the business process transformation strategy for your organization  How to assess, build and move up the Process Maturity Index in your Enterprise Function  How to ensure efficiencies across the company through highly integrated work flows  Learn from SSC success stories to drive Business Process Transformation strategy for your organization  Interact with experts and Industry leaders with Shared Services/ BPM experience  Tips and Tricks/ Best-Practices for successful BPT Strategy Participation Fee for Delegates EARLY BIRD FEE Post (Valid up to October 6, 2017) October 6, 2017 1-2 3-4 CATEGORY 5 Delegates 5+ Delegates Single/ Multiple Delegates Delegates (INR) per (INR) per Participation (INR) per (INR) per person person (INR) per person person person CORPORATE Members 10,500/- 10,000/- 9,500/- 9,000/- 12,800/- PLATINUM Members FREE *10,000/- *9,500/- *9,000/- *12,800/- Non-Members 12,500/- 11,500/- 11,000/- 10,500/- 16,000/- * 2 FREE PASSES PLUS DISCOUNTED FEE ON ABOVE 2 ENTRIES, AS MENTIONED FOR PLATINUM MEMBERS Please note: Applicable Registration Fee is exclusive of 18% GST. GSTIN: 07AADCR9626F1Z8 Delegate Fee Payment Methods 1. Cheque/ Demand Draft in favor of ‘Shared Services Forum’ (payable at New Delhi, India) 2. Online Payment to the Bank Account of ‘Shared services Forum’ Account Name: Shared Services Forum; Bank: HDFC Bank Ltd, Malviya Nagar, New Delhi - 110017 Bank Account: Current A/c No. 13607630000737; RTGS/ NEFT IFSC Code – HDFC0001360 3. Payment through Credit Card/ Debit Card via PayZapp link NOTE: Nomination fee is non-refundable. However, participation by a substitute is allowed.

Date, Venue and Timing Date : Friday, November 24, 2017 Venue : Le Meridien, New Delhi DESIRE HALL, LE MERIDIEN Registration : 0900 – 0930 Hrs Panel Sessions : 0930 – 1700 Hrs Excellence Awards & Recognition : 1700 – 1800 Hrs INSPIRE HALL, LE MERIDIEN Cocktail & Dinner : 1830 Hrs onwards AWARDS, RECOGNITION & FELICITATIONS The last decade has seen the emergence of true adoption of BPM & Shared Services in India. It is possibly the beginning of a new era where we are challenging existing legacies, and building an innovative Global India. The time is now ripe for Excellence Awards & Recognition to those who have delivered Business Imperatives using the power of Process Discipline. With this intent, Shared Services Forum, has instituted BPM & Shared Services Excellence Awards and Recognitions. These have been established to honour & promote Process Discipline and transformative strategies for demonstrating winning practices. BPM & Shared Services Excellence awards are designed to recognize contributions by Companies and Individuals/ Professionals that are broadly comparable. With this objective, the year 2017 EXCELLENCE AWARDS will be in the following Categories:  Shared Services in India/ Overseas: Servicing for any of the Service Functions (private or public sector) such as Finance & Accounting (F&A), Human Resource (HR), Supply Chain Management, Operations, Customer Life Cycle Management, Information Technology Services – within India or Overseas  Effective BPM Adoption – Delivered Business Impact/ Achieved Business Excellence by any of the following: . Leveraging Process Discipline leading to Process Excellence/ Innovation in any of the Service Functions . Technology Transformation or Digitization in any of the Service Functions . Deploying Innovative People Practices (Employee Engagement, Employee learning and development (L&D), Talent Practices, etc.) . Moving up the Process Value Chain . Exemplary Customer Experience Management . Excellence in Culture Creation The above Awards will be for two separate sub-categories:  Global In-House Centres  Corporations and Shared Services in India  Effective Business Process Transformation for a Client by BPO, presenting a Client Case Study demonstrating value delivery RECOGNITION Successful Launch of Business Process Consolidation/ Shared Services Strategy by Companies/Institutions in India through Captive or Outsourced Shared Services The Excellence Awards and Recognitions have been conferred on the following organizations for their exemplary achievements since 2011: CONCLAVE ORGANIZATIONS AWARDED/ RECOGNIZED 2011 nuFuture Digital India and Limited Ltd, Atlas Documentary Facilitators Company (ADFC) Pvt Ltd (An Associate of 2012 HDFC), ICICI Prudential Life Insurance Company Ltd, Dr Reddy's Laboratories Ltd 2013 Ltd, Adani Enterprises Ltd, ICICI Bank Ltd, ONGC , Vodafone Shared Services Ltd, Dabur India Ltd, Brandix Mercury Asia 2014 (Sri Lanka), ZEE Media Corporation Ltd, VE Commercial Vehicles Ltd, AHL Business Solutions Ltd Ltd, Hindustan Unilever Ltd, Tata Motors Ltd, BPO Ltd, Piramal Enterprises, 2015 United Spirits Ltd, and SRF Ltd Mahindra Integrated Business Services Pvt Ltd (Mahindra & Mahindra), TATA Motors Ltd, 2016 Essel Business Excellence Services Limited (), Dr Reddy’s Laboratories Ltd, ANZ Begaluru Hub, and Kuoni Travel Group FELICITATIONS

Felicitating Leaders/ Achievers to recognize and honour stellar contributions by Distinguished Individuals who are key leaders in Global India to build the BPM/ Shared Services space at the Industry level as well as at the Company level.

The 2014 Conclave had marked a new tradition of felicitating BPM Industry Leaders with Pioneering Leader Awards to honor their stellar contributions in the BPM space at the Industry level as well as at the Organizational level. Akhil Gupta (Vice Chairman, Bharti Group & Executive Chairman, Bharti Infratel Ltd) honoured with the ‘PIONEERING BUSINESS LEADER’ IN GLOBAL INDIA for his Creativity & leading Enterprise-wide Outsourcing & BPM Mission, delivering Value and Business Transformational Impact; and the ‘PIONEERING ENTREPRENEURIAL LEADER’ IN GLOBAL INDIA award was conferred on Raman Roy (CMD, Quatrro) for his Creativity & for leading Global Outsourcing missions to India, delivering Value and Impact to Business, Industry & Society.

In the 2015 Conclave too, two Industry veterans were honoured for their stellular contribution to the Industry. SSF honoured Rakesh Kumar Gupta (former Managing Director, Allianz Cornhill Information Services) with the ‘PIONEERING BUSINESS LEADER’ IN GLOBAL INDIA, award for his Creativity & Leading Enterprise-wide Shared Services & BPM Mission, delivering Value and Impact to Business, Industry & Society. The ‘PIONEERING BPM ACHIEVER’ IN GLOBAL INDIA award was conferred upon K Ramesh (former Head HUL Shared Services & currently CEO Rural Shores) for Creativity & Leading Enterprise-wide BPM & Shared Services Mission, delivering Value and Business Transformational Impact.

In 2016 SSF felicitated BVR Mohan Reddy, Founder and Executive Chairman, Cyient and Former Chairman, NASSCOM as ‘PIONEERING BUSINESS LEADER’ IN GLOBAL INDIA for Creativity, Entrepreneurship, Innovation & Leading Global IT Enabled Services Mission in India, delivering Value and Impact to Business, Industry & Society. The award was presented by the Guest of Honour, Dr BBL Madhukar, Secretary General, BRICS CCI. Rahul Singh, Former MD & CEO, Citigroup Global Services (eServe) and currently President – Financial Services Division, HCL Technologies was awarded the ‘PIONEERING BPM ACHIEVER’ IN GLOBAL INDIA, for Creativity & Leading Enterprise-wide Shared Services & BPM Mission, delivering Value and Business Transformational Impact.

In 2016, SSF also initiated the ‘BPM ACHIEVER IN GLOBAL INDIA’ Awards and two exemplary achievers of the Industry were awarded - Pradeep Kapur, SVP & GM for Global Customer Fulfilment Network, Japan Asia Pacific and Global Process Excellence, American Express and Pankajam Sridevi, MD, ANZ Bengaluru Hub.

PARAMETERS FOR JUDGEMENT The Shared Services & BPM Excellence Awards & Recognition is applicable to SSCs & BPM Companies who have excelled in their category. The assessment is based on the strategy and goals of such Operations and how the key strategic drivers are identified/ implemented to deliver value to all stakeholders – customers, employees and shareholders. The focus is on excellence in seven parameters, namely Effective BPM Strategy, Establishing Customer Oriented Practices, Change, Culture & Communication, People & Talent Management, Knowledge Management, Automation and Value Orientation & Maturity. To participate in the awards, send your organization name, email id and the category you wish to participate in to the following Email id: [email protected] LAST DATE FOR RECEIVING NOMINATIONS IS: OCTOBER 5, 2017 Spreading Awareness & Encouraging Adoption through SSF Publications The Conclave events also serve as the launch pad for SSF Publications, another robust platform of the forum, wherein industry insights, best practices, shared services journeys, innovations, case studies and white papers on BPM adoption are shared for enabling enhanced business outcomes. They become reference points to pioneering thoughts in BPM implementation in Global India.  In the year 2012, SSF published one-of-its- kind, Research & Survey Report, ‘Shared Services: The Evolving Direction to Success’, on shared services adoption by Indian organizations, both in the public and private sectors.  The 2013 Conclave witnessed the release of the first ever BPM Publication for India, ‘BPM in Global India – the Inflection Point for Competitive Advantage’, a BPM guide that captures the insights and perspectives of the Industry, both global and domestic, about their journey, challenges and benefits, and covers services sector/ staff functions and their inter linkages, that help draw inferences for effective adoption of BPM by companies in India.  In the 2014 Conclave, SSF took a major step forward to announce its first edition of the SSF journal, Process Edge titled ‘Not a Choice Anymore’. The quarterly journal commenced sharing practices for enabling a structured strategy for the staff and support processes, thus ensuring cost optimization and greater efficiency, and gaining a Competitive Edge.  As a sequel to the 2012 report, BPM & Shared Services Landscape in Global India, Research & survey Insights was released at the 2015 Conclave event. To understand the reality of BPM adoption in the Indian Industry, and fully leverage the best practices in the context of ‘Global India’, the report captured the current state of BPM adoption by Indian companies including ET500 – the drivers, requirements, challenges, functions, processes, practices, technologies used, value realized, as well as emerging trends for such adoption in the future.  The 2016 Conclave witnessed the release of the first-of-its-kind, Industry publication, BPM Practitioner’s Guide ‘Rebooting Business Process Strategy to Outcompete’. The publication is aimed at developing a deep understanding of next practices to enable building sustain differentiators for business in Global India to outcompete, and is based on the interaction and research insights from some of the best known Industry Leaders and veterans. the research team L to R: Rakesh Sinha, Business Leader, RvaluE & Co- at SSF conducted primary and secondary level of Founder, SSF; Sunil Sayal, Region CFO – India, Nokia research and used their ‘Experience & IP’ to Solutions & Networks; Ravi S Ramakrishnan, Founder & conclude the benefits, value realized, and CEO, RvaluE Group & Founder, SSF; BVR Mohan Reddy, challenges faced by organizations that have Founder and Executive Chairman, Cyient and Former Chairman, NASSCOM; ‘Guest of Honour’, Dr BBL already adopted BPM as a strategy and shares Madhukar, Secretary General, BRICS CCI; Sanjay Gupta, insights pertaining to organizations which are Chief Architect, SSF considering such strategies in the near future. An SSF Publication on Current Trends of Business Process Transformation and Shared Services This year, SSF will release a comprehensive publication that captures some of the current trends of Business Process Transformation and Shared Services in the Industry that have been immensely successful despite challenges in the face of changes. Snapshots of Past Conclave Events - 2011 to 2016

A Cross-Section of Audience at the 2016 Annual Conclave

The 6 Conclave events have received remarkable participation of 100+ leaders every year from organizations like Mastercard, AXA-Business Services, Unilever, Syngenta, HSBC, Vodafone, Ericsson, Bharti Airtel, American Express, Cargill, Clariant India, Kuoni Travel Group, Diageo, ANZ, Dr Reddy's Laboratories, Forbes & Co, Nokia, , United Spirits, Piramal Enterprises, Ameriprise Financial, FICO-APAC, United Health Group, Cyient, DBOI, Fidelity, Whirlpool, Swiss Re, Solvay Business Services, SCOPE, Target, Bank of America, Shell, Essel Group, Salient Business Solutions, TATA Motors, , Dabur, Jindal Steel & Power, SRF Ltd, Sintex, Pericent, IBM, Everest Group, Luxor, Cnergyis, EXL, Future Group, ICICI Prudential, KPMG, GSK, Mother Diary, Nestle, PwC, Religare, Deloitte, , Siemens, Metro Global, Kohinoor Foods Tata Business Support Services, UTI Mutual Fund,, Infosys BPO, Cipla, Luxor, Sintex Industries Ltd, SRF Ltd, United Spirits Ltd, , Adani Group, Aircel, Escorts, Future Group, Nokia Solutions, Everest Group, ICICI Prudential, Maruti, Mother Diary, Nestle, PwC, VE Commercial Vehicles and several PSUs, to name a few.

Delegates at the 2014 Annual Conclave Panel Discussion in Progress, 2015 Annual Conclave Eminent speakers from India and overseas put forward their ideas and share their experiences under panel sessions/themes during the event. The key note speeches are delivered by distinguished industry leaders. Some of the speakers at our past Conclave events have been renowned leaders like BVR Mohan Reddy of Cyient, Rahul Singh of HCL, Gilles Boutte of VECV, Annie Mathew of Mother Dairy, VV Balaji of ICICI Prudential, Dr Sukanyya Misra of Mastercard, Irendra Chhabra of Essel Group, Amit Saha of Syngenta, Amit Dhingra of Nokia Solutions & Networks, Sarajit Jha of Tata Steel, Viswanathan P of Hindustan Unilever, Urs-Ulrich Katzenstein of Metro Global, Anupama Mohindra of American Express, K Ramesh of Rural Shores, Rajendra Prasad of SRF Ltd, Samir Joshipura of Sintex Industries, Raman Roy of Quatrro Global Services, Akhil Gupta of Bharti Group, PB Balaji of Hindustan Unilever, Vinod Aggarwal of VECV, Vandana Jogani of ICICI Bank, H Karthik of Everest Group, Kishan Jayasekera of Brandix, Sri Lanka, Anil Sachdev of Grow Talent & SOIL, Umang Vohra of Dr Reddy’s Laboratories, Govind Sankaranarayanan of Tata Capital, Anup Vikal of Aircel, Ravi S Ramakrishnan of RvaluE Group, to name just a few. Felicitations, Awards & Recognitions for Excellence in BPM & Shared Services The Conclave also serves as the platform for recognizing and awarding Organizational Achievements and Professional Excellence, thus setting benchmarks, for Indian organizations to adopt BPM & Shared Services Strategy. The Felicitations, Awards and Recognitions cover the following categories: Felicitations The 2014 Conclave marked a new tradition of felicitating BPM Industry Leaders with Pioneering Leader Awards to honor their stellar contributions in the BPM space at the Industry level as well as at the Organizational level. 4 Industry leaders have been felicitated by the Shared Services Forum in the last two conclave events. In 2016 Conclave, SSF also initiated the ‘BPM Achiever in Global India’ Awards and two exemplary achievers of the Industry were awarded Ravi S Ramakrishnan & Dr BBL Awards Madhukar give away the  BPM & Shared Services in India & award for Delivering Business Impact Subcontinent in Single or Multiple Through Technology Transformation Domains: Excellence in Servicing for any of award the critical Support/Service Functions such in the GIC category to ANZ as Finance & Accounting, Human BENGALURU HUB at 2016 Conclave, being received by Resources, Supply Chain, Operations, Pankajam Sridevi Customer Life Cycle Management and Information Technology Services. HINDUSTAN UNILEVER LIMITED . The Domains covered include received the Award for ‘Delivering FMCG, Manufacturing, Pharma, Business Impact by Moving Up Retail, Telecom, Banking, the Value Chain’ Viswanathan P Insurance, Automobiles and receiving the award from T Chandrasekar and Ram Diversified. Ramasundar in 2015 Conclave  Effective BPM: Excellence in Delivering Business Impact through Transformation and/or by Leveraging Process Excellence & Akhil Gupta & Ravi S Redesign or Power of Technology in any Ramakrishnan giving away the of the Service Functions – F&A, HR, IT, Excellence Award for ‘Shared Operations Services – Diversified Domains’ to RELIANCE INDUSTRIES at the Recognition 2014 Conclave Successful Launch of Business Process Consolidation Strategy by Companies/ Institutions in India through Captive or Outsourced Shared Services . Some of the companies recognized under this category are:

Recognition For Effective Shared Recognition in 2014 for Delivering Oil & Natural Gas (ONGC) Team Services Implementation In India Business Impact Through Shared receiving the Recognition for was given to KUONI TRAVEL GROUP Services Transformation was ‘Successful Launch of Shared by Dr BBL Madhukar, Secretary given to BRANDIX MERCURY ASIA Services Strategy in India’ at General, BRICS CCI and Ravi S (SRI LANKA). Kishan Jayasekera 2013 Conclave from Sanjeev Ramakrishnan, Founder & CEO (CEO),receiving the same from Verma, CEO Steria India RvaluE Group & Founder Sunil Sayal, President SSF For more details on SSF Excellence Awards, Recognitions and Felicitations, visit our portal www.sharedservicesforum.in or write to us at [email protected] About the Organizers Shared Services Forum (SSF) Shared Services Forum (SSF) has been launched to progressively become the Forum of Interactive Excellence in India for BPM & Shared Services, with the strategic intent, inter alia, to include the following purposes:  BPM & Shared Services Strategy: Help spread Shared Services adoption and Business Process Management in Indian Organizations across private/public sector, large/medium/small/rural enterprises and multiple domains/ verticals  Winning Practices: Enable exchange of best/ next and winning practices from practitioners and industry leaders, and adapt global practices to apply to requirements of Indian Organizations  Community Network: Build industry network of leaders and help nurture/develop the capabilities of leaders to become successful  Awards & Recognition: Honor, recognize and promote transformative strategies for Shared Services as well as Leaders who enable such transformation  Publications: The Conclave events have also now become the platform for SSF to compile and release knowledge-sharing publications. These publications serve as a tool to innovate further, thus improving business efficacy. Knowledge Partner SSF leverages the immense global and India BPM industry experience of RvaluE in multiple domains, across many functions and in all forms of operating models. They come with a strong association with the BPM ecosystem within India – Global Captives, Indian Corporations, Shared Services, BPO Majors, Pioneering Research & Publications, Industry Models & Standards etc., and draw upon their expertise to enable SSF to become a unique platform for enabling BPM Excellence in Global India. AN INDICATIVE LIST OF SSF EVENTS’ SPONSORS IN Sponsorship Request THE PAST: Keeping in view your keen business interest and to expand business process management adoption across industry verticals and functions, we invite your organization to be a Partner at this prestigious conclave, awards and publication. We attach the available sponsorship options & benefits. SSF, being an organization focused on creating awareness, capturing, consolidating and dissemination of BIC practices of BPM for the Global India, depends largely on support from enlightened leaders like you as well as organization such as yours to carry out its management development initiatives.

For Sponsorship/ any query related to the event or SSF, write to [email protected]

All our Conclave events have media coverage through various mediums like newsletters and magazines like CFO India Magazine, and TV Channels like , APN News, etc. The Post Event report of last year’s conclave is available on www.sharedservicesforum.in for your reference. ______Shared Services Forum______Corporate Office: Phone: +91-11-2667 4814/4920 D-75, Malviya Nagar, E mail ID: [email protected] New Delhi – 11 00 17, India www.sharedservicesform.in