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The OpEx Budget Game:
                                                                                                            Make Sure You Win!

                                                                                                            David Kaminski, Senior Vice President, Client Engagement
                                                                                                            Steven Braud, Vice President, Solution Architect




    Disclaimer
    This document is the proprietary and exclusive property of Sutherland Global Services except as otherwise indicated. No part of this document, in whole or in part, may be reproduced, stored, transmitted, or
    used for design purposes without the prior written permission of Sutherland Global Services. The information contained in this document is subject to change without notice. The information in this document
    is for information purposes only. Sutherland Global Services® disclaims all warranties, express or limited, including, but not limited, to the implied warranties of merchantability and fitness for a particular
    purpose, except as provided for in a separate software license agreement. All confidential or proprietary information contained in Sutherland’s response shall at all times be and remain the sole and
    exclusive property of Sutherland Global Services, Inc.

©© 2010 Sutherland Global Services Inc., All All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.
 2012 Sutherland Global Services Inc., rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                                                     www.sutherlandglobal.com
Today’s Moderator & Speaker

                                                 Steven is a Solution Architect with Sutherland’s Finance & Accounting
                                                 Outsourcing Practice. With over 30 years of experience, Steven has
                                                 worked for Fortune 50 companies in Strategy Formulation, Business
                                                 Performance Management, Accounting, Transformation, General
                                                 Accounting and Close & Consolidation. He is an industry expert in
                                                 Order to Cash for outsourcing and has consulted with several Fortune
                                                 50 Companies for Cost Reduction, Performance Management, Shared
    Steven Braud, VP
                                                 Services, Finance Transformation and ERP Implementations.
Sutherland Global Services
      F&A Services
                           David is the Senior Vice President of Client Engagement for
                           Sutherland’s Finance & Accounting Outsourcing Practice. With over
                           30 years of experience, David has worked as a Partner with
                           Capgemini, and has served as General Manager of Worldwide
                           Financial Services for Microsoft Corporation. During David’s 9 year
                           tenure at Microsoft, his responsibilities were split between running
                           two global businesses as Chief Credit Officer of Microsoft Corporation
                           and President of Microsoft Capital Corporation. David and his team of
   David Kaminski, SVP
Sutherland Global Services 400 professionals managed a global asset of $8 billion in more than
      F&A Services         180 countries.
                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               2
                                                                                                                                                    January 9, 2013
The Opex Budget Game:
                                                                                       Make Sure You Win!




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               3
                                                                                                                                                    January 9, 2013
The Opex Budget Game:
                                                                                       Can you tell our listeners
                                                                                       what you mean when you
                                                                                       say Opex Budget Game?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               4
                                                                                                                                                    January 9, 2013
What are you seeing and
                                                                                       hearing when you travel to
                                                                                       see CFOs and Controllers
                                                                                       from both enterprise and
                                                                                       SMB firms?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               5
                                                                                                                                                    January 9, 2013
Do you see this “Budget
                                                                                       Game” being played out at
                                                                                       all types of companies?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               6
                                                                                                                                                    January 9, 2013
Can you walk our listeners
                                                                                       through the scope and size
                                                                                       of one of the leading
                                                                                       software manufacturers
                                                                                       when you were there?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               7
                                                                                                                                                    January 9, 2013
How did the Budget Game
                                                                                       get played? What
                                                                                       challenges did you face,
                                                                                       and were the challenges
                                                                                       limited to the U.S. market
                                                                                       or were they global?



                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               8
                                                                                                                                                    January 9, 2013
Why didn’t you simply
                                                                                       embrace a staff
                                                                                       augmentation approach
                                                                                       and utilize a temporary
                                                                                       agency?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               9
                                                                                                                                                    January 9, 2013
How effective was the
                                                                                       solution and what
                                                                                       particular geography did
                                                                                       you start in and why?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               10
                                                                                                                                                    January 9, 2013
Why is it easier to get
                                                                                       vendor spend dollars than
                                                                                       budget to hire FTEs?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               11
                                                                                                                                                    January 9, 2013
Were there other
                                                                                       geographies that did not
                                                                                       embrace the outsourcing
                                                                                       approach and what impact
                                                                                       did it have on metrics,
                                                                                       performance and morale?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               12
                                                                                                                                                    January 9, 2013
If you had it to do all over
                                                                                       again, what would you
                                                                                       change?




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               13
                                                                                                                                                    January 9, 2013
Thank You

         Steven Braud—Moderator
         Vice President,
         Solution Architect
         Finance & Accounting Outsourcing
         Sutherland Global Services
         steven.braud@sutherlandglobal.com

         David Kaminski—Presenter
         Senior Vice President,
         Client Engagement
         Finance & Accounting Outsourcing
         Sutherland Global Services
         david.kaminiski@sutherlandglobal.com




                                                                                                                                          www.sutherlandglobal.com
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.                               14
                                                                                                                                                    January 9, 2013

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The OpEx Budget Game: Make Sure You Win!

  • 1. The OpEx Budget Game: Make Sure You Win! David Kaminski, Senior Vice President, Client Engagement Steven Braud, Vice President, Solution Architect Disclaimer This document is the proprietary and exclusive property of Sutherland Global Services except as otherwise indicated. No part of this document, in whole or in part, may be reproduced, stored, transmitted, or used for design purposes without the prior written permission of Sutherland Global Services. The information contained in this document is subject to change without notice. The information in this document is for information purposes only. Sutherland Global Services® disclaims all warranties, express or limited, including, but not limited, to the implied warranties of merchantability and fitness for a particular purpose, except as provided for in a separate software license agreement. All confidential or proprietary information contained in Sutherland’s response shall at all times be and remain the sole and exclusive property of Sutherland Global Services, Inc. ©© 2010 Sutherland Global Services Inc., All All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 2012 Sutherland Global Services Inc., rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.com
  • 2. Today’s Moderator & Speaker Steven is a Solution Architect with Sutherland’s Finance & Accounting Outsourcing Practice. With over 30 years of experience, Steven has worked for Fortune 50 companies in Strategy Formulation, Business Performance Management, Accounting, Transformation, General Accounting and Close & Consolidation. He is an industry expert in Order to Cash for outsourcing and has consulted with several Fortune 50 Companies for Cost Reduction, Performance Management, Shared Steven Braud, VP Services, Finance Transformation and ERP Implementations. Sutherland Global Services F&A Services David is the Senior Vice President of Client Engagement for Sutherland’s Finance & Accounting Outsourcing Practice. With over 30 years of experience, David has worked as a Partner with Capgemini, and has served as General Manager of Worldwide Financial Services for Microsoft Corporation. During David’s 9 year tenure at Microsoft, his responsibilities were split between running two global businesses as Chief Credit Officer of Microsoft Corporation and President of Microsoft Capital Corporation. David and his team of David Kaminski, SVP Sutherland Global Services 400 professionals managed a global asset of $8 billion in more than F&A Services 180 countries. www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 2 January 9, 2013
  • 3. The Opex Budget Game: Make Sure You Win! www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 3 January 9, 2013
  • 4. The Opex Budget Game: Can you tell our listeners what you mean when you say Opex Budget Game? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 4 January 9, 2013
  • 5. What are you seeing and hearing when you travel to see CFOs and Controllers from both enterprise and SMB firms? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 5 January 9, 2013
  • 6. Do you see this “Budget Game” being played out at all types of companies? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 6 January 9, 2013
  • 7. Can you walk our listeners through the scope and size of one of the leading software manufacturers when you were there? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 7 January 9, 2013
  • 8. How did the Budget Game get played? What challenges did you face, and were the challenges limited to the U.S. market or were they global? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 8 January 9, 2013
  • 9. Why didn’t you simply embrace a staff augmentation approach and utilize a temporary agency? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 9 January 9, 2013
  • 10. How effective was the solution and what particular geography did you start in and why? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 10 January 9, 2013
  • 11. Why is it easier to get vendor spend dollars than budget to hire FTEs? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 11 January 9, 2013
  • 12. Were there other geographies that did not embrace the outsourcing approach and what impact did it have on metrics, performance and morale? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 12 January 9, 2013
  • 13. If you had it to do all over again, what would you change? www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 13 January 9, 2013
  • 14. Thank You Steven Braud—Moderator Vice President, Solution Architect Finance & Accounting Outsourcing Sutherland Global Services steven.braud@sutherlandglobal.com David Kaminski—Presenter Senior Vice President, Client Engagement Finance & Accounting Outsourcing Sutherland Global Services david.kaminiski@sutherlandglobal.com www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 14 January 9, 2013