The brochure gives you an edgy information on how Chazey Partners - a practitioners-led global advisory business - works with shared services leaders globally to deliver world-class operations

1. BUSINESS TRANSFORMATION
THROUGH
SHARED SERVICES
AND OUTSOURCING
www.ChazeyPartners.com

2. ABOUT
CHAZEY PARTNERS
Chazey Partners is a practitioners-led
global management advisory business.
We bring together a unique wealth of
experience, empowering our clients to
strive for world class excellence through
Business Transformation, Shared Services
& Outsourcing, Technology Enablement,
Process Enhancement and Corporate
Strategy Optimization. We pride ourselves
in having built, operated and turned
around some of the world’s most highly
commended and ground-breaking
Shared Services Organizations, and for
implementing many highly successful multi-
sourced delivery solutions.
Our experience covers both Private and
Public Sectors, providing expertise in a wide
spectrum of business functions, including
Finance, HR, IT and Procurement.
“Chazey Partners was instrumental in helping the Government of New Brunswick to create, through a
truly transformational process, the New Brunswick Internal Services Agency – a shared services agency
providing payroll, accounts payable, information technology and other back-office services to Government.
Chazey’s coaching and approach to knowledge transfer empowered our own employees and resources
to focus their skills and efforts on transforming ideas into action, inefficiencies into cost savings and
duplication into well-documented, streamlined, value-added processes. Their experience and expertise in
shared services provided us with the confidence to surmount countless challenges that are inherent in the
implementation of what was such a monumental task. As a result, the Agency has not only generated cost
savings but has introduced significant efficiencies and opportunities for further value added functionality,
which will benefit the province for years to come.”
Louise Lemon
Former President, the New Brunswick Internal Services Agency (NBISA) & Deputy Minister,
Department of Supply and Services
The Government of New Brunswick (Canada)
[New Brunswick is one of Canada’s three Maritime Provinces with a population of 750,000]
LEVERAGE
OUR EXPERIENCE
FOR
YOUR SUCCESS...

3. TRANSFORMING YOUR
OPERATIONS THROUGH
SHARED SERVICES
Shared Services &
Outsourcing
Process
Enhancement
For several decades now,
Shared Services has proven
to be one of the most effective
ways of improving organisational
efficiency and effectiveness.
Over this period, the model has
become more sophisticated.
Chazey Partners focuses on the
unique environment within each
organisation, offering impartial
sourcing advice and support
to ensure the best solutions for
your organisation are found. Our
approach is based on matching
your key internal resources to our
project team, thereby facilitating
knowledge transfer to your team.
This helps you to become self-
sufficient whilst also stabilising
and sustaining the new Shared
Services Organisation.
Our unique DIAGNOSTIC
methodology and LEAN Six
Sigma expertise position us well
to co-pilot or partner with you
to create sustainable process
transformation. As part of our
initial review, we analyse current
“as is” processes to evaluate
their effectiveness, and look for
opportunities for improvement,
which are both achievable and
sustainable.
Technology
Enablement
Business Performance
Advisory
While much of the attention
and effort associated with a
Shared Services initiative must
necessarily focus on people
and process, technology is
a significant enabler. Chazey
Partners is frequently involved in
implementing and optimising ERP
and other technology solutions
to maximise a client’s return on
investment. Our overall focus,
however, is on the needs of the
organisation, and on delivering
holistic value.
Our extensive experience in both
private and public sectors means
that we have worked with many
functional leaders to address
their most pressing challenges
- supporting transformation,
boosting performance, improving
accountability and reducing
cost. We provide strategy,
assessment and optimisation
solutions to help you identify
where to make improvements;
we recommend actions; and
we help you implement those
recommendations.
“The value Chazey Partners brought to the project was extremely important. They provided guidance, expertise, know-how, and a proven methodology, allowing us to focus
our resources on executing the project plan and on the best end result. Chazey helped guide us through a challenging transition while up-skilling our own team based on
their expertise.”
Matt Cagwin
Vice President – Strategic Finance Initiatives
Coca-Cola Enterprises
(Coca-Cola Enterprises is one of the world’s largest Coca-Cola bottlers operating in eight territories in Western Europe)
“Coca-Cola Hellenic (CCH) is nearing the end of a four-year transition to a multifunctional Shared Services Organisation, a project supported across two distinct phases
by Chazey Partners and SAP. Based in Sofia, Bulgaria, the new, 350-strong Business Services Organisation (BSO) is providing integrated Finance and HR services to 21
countries across Western, Central and Eastern Europe.
The Finance elements include AP, AR, GL, Fixed Assets, Period End Closing, Treasury and T&E (which was outsourced with the BSO roll-out). The HR elements include
Organisational Management, Personnel Administration, Recruitment, Performance Management, Absence Management and Learning & Development.
This transformation has benefitted CCH through standardised services delivered to diverse business units in a consistent, user-friendly manner; a “Governance and Service
Management Framework”; exceptional productivity efficiencies; a considerable reduction in annual operating cost; selective BPO; and continuous improvement.
The rapid deployment schedule called for tight programme management and very effective change management support. The SAP Shared Services Framework (SSF)
provided a platform for online communication between the countries and the BSO and end-to-end process automation, while Chazey Partners provided the Shared Services
expertise for the strategy, design, change management and implementation.
Chazey’s team was invaluable in supporting this project, and we at SAP would highly recommend partnering with them for large-scale transformations of this kind.
We look forward to future opportunities to work together again.”
Franz Deitering
Head of SAP’s Global Shared Services division
SAP’s Head of Global Shared Services division commends Chazey Partners for their Shared Services expertise
during Coca-Cola Hellenic’s services delivery transformation
(Headquartered in Germany, with locations in more than 130 countries, SAP AG is the world leader in enterprise software and software-related services)

4. SERVICE
OFFERINGS
“Chazey Partners’ structured approach and step-by-step
methodology ensured that the business was engaged in
the processes. The team was extremely dedicated and
passionate about seeing the project succeed, and for May
Gurney to reap the benefits of a well-designed Shared
Services model.”
Nick Bean
Former Director of Shared Services
May Gurney (UK)
(May Gurney is an infrastructure support services
company operating in the public and regulated utility
sectors in the UK)
“Chazey’s structured approach and step-by-step
methodology ensured a complete analysis of our end-to-end
processes in order to identify opportunities for optimisation
and simplification. Chazey partnered very well with different
levels of our organisation, working as a single team in order
to achieve the best solutions. Chazey also brought significant
experience and expertise to our operation, challenging
our internal view, but in a manner that fully respected our
thoughts and business concerns.”
Maria del Pilar Guzmán
Global Services Centre Corporate Director
Belcorp (Colombia)
(Headquartered in Peru, Belcorp is a multi-brand
international corporation involved in the manufacture
and sale of beauty products across North and South
America) SHARED SERVICES EVOLUTION
As Shared Services has increasingly
delivered on the initial promise of cost
savings, improved visibility, control,
and process improvements, what is
possible today is greater scope and
depth of services, including revenue-
enhancing strategies.

5. OUR ENGAGEMENTS
Chazey Partners has helped many organisations across
the world to implement Finance, HR, Procurement and
Multifunctional Shared Services programmes in order
to transform their organisations, and solve some of their
toughest challenges.
Finance IT
With decades of
experience in Finance
Transformation, our
people can help you
achieve a world-class
Finance organisation,
leveraging a range of
transformation tools
and techniques.
Our end-to-end capability covers a wide range of business functions.
Chazey Partners’ functional experts, project leaders and business
analysts – together with our tried and tested tools and methodologies
– allow us to assess your organisation and its capabilities thoroughly,
to develop and roll out a pragmatic transformation design, and to
achieve a smooth, tightly integrated implementation.
Our IT expertise
focuses on global
ERP roll out, IT
Shared Services &
Outsourcing, and
IT service delivery
structures. By working
together closely, we
can help you increase
IT productivity, reduce
IT costs and enhance
IT strategic value.
HR Procurement
Chazey Partners’
strength lies in the
intellectual capital
brought to the table
by hands-on HR
practitioners who have
delivered real, scalable
HR transformation
to a wide range of
organisations. By
collaborating with
us and leveraging
our experience, you
will achieve your
transformation goals.
By partnering with
you to understand
and address your
unique Procurement
transformation
requirements,
we will help you
implement highly
effective Procurement
strategies, which
balance the
requirement for
services and
enforcement with low
cost and control.
FUNCTIONAL
COVERAGE

6. George Hollinger
Vice President and Chief Information Officer
Agrium (Canada)
(Agrium is a major retail supplier of agricultural
products and services and a leading global producer
and marketer of agricultural nutrients and industrial
products, with a 2013 market capitalisation of US
$17 billion and over 15,000 employees)
“I found the methodology used by Chazey to be
thorough, providing excellent insight to the efficiency,
effectiveness and consistency of our processes;
helping us understand how our value was perceived
by business partners; and highlighting how our
organisational structure was hindering us from
achieving the level of service required by our growing
business.”
“Chazey’s team all have a strong background
as CFOs or Finance or HR leads in global
organisations, and understand the ins and
outs of a Shared Services environment. They
are familiar with all phases, whether a new
launch or a mature operation. That’s the kind
of knowledge that even a good consulting
team cannot give you. It’s based on real-life
experience. In addition, Chazey has access to a
wealth of benchmark data based on their own
experience across different industries. These
best practices proved valuable when analysing
which processes to incorporate into our own
model.”
Manolis Fafalios,
Shared Services Transition Director
Coca-Cola Hellenic (Switzerland)
(Coca-Cola Hellenic Bottling Company is one
of the world’s largest bottlers and vendors of
products of The Coca-Cola Company)
Effective Diagnostics & Unique Methodology
Blending more than two decades of experience in projects
ranging from Shared Services strategy setting, to structure
development, to business case design and implementation,
to Shared Services optimisation, Chazey Partners has created
a unique diagnostic-based methodology. This allows us to
identify critical gaps and strength quotients, as well as feasible
opportunities.
Why Chazey Partners?
1. Chazey Partners uses a range
of templates and methodology
documents, which can be leveraged
by our teams on site and which
are fully shared with our clients.
Examples include business case
templates, workshop planning
documents, benchmarking tools,
Client Interaction Frameworks, best
practice diagnostics, implementation
plans and timelines, and change
management guidelines. Each
template is adapted to meet a
client’s unique requirements.
Chazey Partners always
endeavours to take a flexible
approach, which can be adjusted
as needed while still focusing on
desired outcomes.
Our solutions are unbiased and personalised, and are coupled
with our value enriching thought-leadership. The solutions
are designed to liberate budget for your core services, driving
highly competitive return on investment and compelling
transformation timelines.
Why Chazey Partners?
Independent of Other Providers & Exceptional
Project Payback2.
Drawing on a combination of
comprehensive experience and
functional expertise, Chazey Partners
delivers competitively priced services
that enable our clients to measurably
improve business performance and
achieve sustainable growth. Our
solutions are independent of any other
providers and are tailored to each
client.

7. One of the world’s
leading niche
management
consultancy firms
specialising in business
transformation and
Shared Services
Operationally delivered
and consulted on
numerous programmes
globally, over the past
20 years – including
the US, Canada, Latin
America, the UK, Ireland,
Continental Europe,
India, Singapore,
Australia, China, Middle
East and Africa
Our hands-on
experience in 100+
countries has
influenced key industry
practices in diverse fields
across the private sector,
as well as the Public
Services sector
GLOBAL
REACH
&
LOCAL
EXPERTISE
Hands-On Approach of Seasoned Practitioners
Having “lived and breathed” a great number
of projects, we understand what it takes to be
successful. Our hands-on approach forms the
cornerstone of our practice.
Why Chazey Partners?
3. Chazey people are highly experienced
professionals who have led numerous
business transformation, technology
implementation, and Shared Services
projects in the Private and the Public
Services sectors. We understand how
to be successful, and are passionate
about what we do. We bring this
passion, experience and commitment
to all of our client engagements.
“The Chazey methodology and knowledge has been very valuable to Bimbo. The team’s approach, experience,
passion and commitment to adding value has been fantastic and the partnership approach to working with a
range of key internal stakeholders within our organisation was very important during the project. I would highly
recommend the Chazey team for any Shared Services Transformation assignment.”
Gabriela Lopez Juarez
Global Business Services Director
Grupo Bimbo (Mexico)
(Grupo Bimbo is one of the largest baking companies in the world with a presence in 19 countries
across America, Asia and Europe. It has close to 10,000 products and over 103 prestigious brands)
Chazey Partners has a proven track record of success in
delivering practical and value adding solutions to medium and
large companies on an international basis.
We pride ourselves on our tailored and client-centred approach
to transformation implementations and is committed to adding
significant value to our clients through a partnership approach.
Our philosophy is to partner with our clients to ensure the
optimum suitability of the solution and to transfer our knowledge
to their team and ensure that they own the project.
OUR
PUBLIC SECTOR
CLIENTS
OUR
PRIVATE SECTOR
CLIENTS

8. A CASE STUDY IN THE PUBLIC SECTOR
Overview
New Brunswick is one of Canada’s three Maritime Provinces with a population
of 750,000, supported by a provincial government annual budget of CAD $8
billion.
Business Situation
GNB mandated the creation of a Shared Services delivery model, which would allow the provincial government to respond to
increasing demographic challenges, improve the management of internal resources, streamline processes and procedures,
and realise savings from resulting efficiencies. A small group of GNB employees were hired to form the nucleus of the Internal
Services Alignment team (ISA), and was tasked with designing and developing a Shared Services delivery organisation.
Business Outcome
Chazey Partners was contracted, and provided the Internal Services Alignment team with three specific deliverables:
• Mid-term assessment of ISA progress and approach;
• Development of preliminary business cases for Procure-to-Pay, Hire-to-Retire, and IT Services Desk; and
• Development of a robust, aggressive and achievable project plan, to include design, build and deployment phases
Following the successful outcome and achievement of all deliverables, Chazey Partners was hired for a second, longer term
contract with ISA to assess “as is” processes in over 25 departments and central agencies; to develop “to be” processes for
the newly formed New Brunswick Internal Services Agency (NBISA); to design associated training materials; and to develop an
organisational structure for service delivery.
Realising the Vision through Shared Services
Chazey Partners was contracted, and provided the Internal Services Alignment team with three specific deliverables:
This approach led to the introduction of the first Shared Services for Accounts Payable, leveraging the existing Oracle ERP
platform, IT Service Desk, Computing Facilities and Payroll & Benefits services for 10,500 employees across 25 GNB
Departments.
The following challenges were successfully overcome by the project team:
(a) Level of senior management support;
(b) Prioritisation of key requirements;
(c) Rapid and consistent deployment of services in order to establish the initial operating capability.
[Note: For more details, please download the GNB case study at
www.chazeypartners.com/GNB.pdf]
A CASE STUDY IN THE PRIVATE SECTOR
Overview
Coca-Cola Hellenic (CCH) is one of the world’s largest bottlers of products
of The Coca-Cola Company and the largest based in Europe, with sales
of more than 2 billion unit cases, operations in 28 countries, serving a
population of approximately 581 million people with net sales in 2012 of €
7 billion.
Business Situation
Chazey Partners was engaged initially to undertake a Feasibility Study and develop the Business Plan and
subsequently to manage the implementation of a new multifunctional Shared Services Organisation (SSO) referred
to as the new Business Services Organisation (BSO), based in Sofia, for Finance and HR for 21 countries across
Western, Central and Eastern Europe. The project commenced in 2010 and was split into two main timing phases.
Phase 1 was completed in April 2013 and Phase 2 is due for completion in October 2014 (and is on schedule at the
time of writing).
Business Outcome
This Finance and HR transformation delivered:
• A multifunctional SSO for Finance and HR
• Standardised services to diverse business units in a consistent, effective and user-friendly manner
• Implementation of ‘Governance and Service Management Framework’
• Productivity efficiencies of 44% in Finance and HR
• Annual operating cost reduction in Finance and HR of €8M per annum
• Selective BPO
• Continuous process improvement resulting from effective knowledge transfer
Realising the Vision through Shared Services
This project was broken into two key phases covering the transition of Finance and Human Resources processes and
activities to a new a captive SSO with a headcount of 360.
The Finance elements included were Accounts Payable, Accounts Receivable, General Ledger, Fixed Assets,
Period End Closing, Treasury and T&E (which was outsourced in parallel with the SSO roll-out). The HR elements
were Organisational Management, Personnel Administration, Recruitment, Performance Management, Absence
Management, Learning & Development and setting up a Centre of Expertise.
The successful transition to a Shared Services for CCH followed a reasoned and rapid deployment schedule, which
called for tight programme management and very effective change management. During all stages of this end-to-end
Shared Services implementation we guided, challenged and shared our knowledge and experience on how to manage
and mitigate risk, from selection of the SSO location to retention of key resources, resulting in the successful outcome.
[Note: For more details, please download the CCH case study at www.ChazeyPartners.com/CCH.pdf]
Multinational Shared Services: Coca-Cola Hellenic
A Multifunctional Shared Services: From Business Case to Implementation: The
Government of New Brunswick

9. We Know What It
Takes to Help You
Reach Where You
Want to Be…
David O’Sullivan
Co-Founder & Partner
Chazey Partners
davidosullivan@chazeypartners.com
David O’Sullivan has over 25 years’ experience in driving
business change and transformation, at strategic and
operational levels, within the private and Public Services sector.
He has established and optimised business-critical operations,
implemented global ERP applications, and outsourced and
offshored other functions. As well as co-founding and building
Chazey Partners, David has held a number of top-level roles
including COO of a Technology company and Corporate
Controller of a global Consumer Goods company. He has
also been at the forefront of leading significant global change
for companies such as Whirlpool and Thomson Reuters in a
number of capacities, including Project Director and Global
Head of Shared Services.
Since the 1990s, David has both led and driven global
business transformation programmes that have realised
significant cost, service and control benefits through new
operating models in Finance, HR, Procurement, IT and
Sales. David is a Chartered Accountant and graduated from
Trinity College, Dublin, with a degree in Economics & Political
Science.
Phil Searle
CEO & Founder,
Chazey Partners
philsearle@chazeypartners.com
Phil has more than 25 years of experience in Finance, Shared
Services, Technology and Outsourcing. Prior to his current
role, he was Group VP and CFO of Cendant TDS International,
responsible for all aspects of Finance across four continents,
including Decision Support, Financial Planning & Analysis, and
Controllership and Financial, as well as certain HR Shared
Services. Prior to Cendant, Phil was VP Finance and Corporate
Controller at 3Com Corporation, where he led far reaching
organisational, technology, service delivery and business
process improvement initiatives resulting in the global roll-out
of ERP solutions and Shared Services for Finance, HR, Supply
Chain, Logistics and Customer Support.
Phil is a Chartered Accountant and has a BA Honours Degree
in Economics from the University of Exeter. He is a member of
Financial Executives International (FEI).
OUR LEADERSHIP

10. Janey Jux
Head of Public Services Practice, EMEA
Chazey Partners
janeyjux@chazeypartners.com
Janey has 15 years’ experience in a range
of change management and organisational
redesign positions. Working in both European
and Global Service and Manufacturing
industries, as well as UK local government,
she has managed change programmes on the
back of organisational resizing implementations,
significantly reducing the cost base, improving
working practices and delivering enhanced value
for money.
Christina Exarchou
Head of HR Practice, EMEA
Chazey Partners
christinaexarchou@chazeypartners.com
Christina has over 15 years of experience in
senior, front line Human Resources positions
with multinational companies. Her roles have
included Human Resources Manager for South
East Europe, Head of Human Resources for
Central Europe Balkans, and Head of Human
Resources for Central Eastern Europe. She has
managed the HR agenda for the regions under
her responsibility, and has established proper
entities, policy procedures, and HR Systems,
aligning activities under the global standards.
Chas Moore
Managing Director, North America (West)
Chazey Partners
chasmoore@chazeypartners.com
Chas has 17 years of experience in business
leadership, management and Shared Services
implementations. Prior to his current role, he was
the Interior Health Business Support Director for
Corporate Initiatives, leading Shared Services
implementations in the Canadian healthcare
sector. Prior to the formation of Interior Health,
Chas was the Chief Financial Officer of one of
its 18 predecessor organisations, where he
led integration and innovation initiatives for the
five health authorities that operated in British
Columbia’s Cariboo region.
Emer O’Kelly
Regional Director, Europe
Chazey Partners
emerokelly@chazeypartners.com
Emer has over 30 years’ experience at a
strategic and operational level in driving
strategic change, business improvement and
transformation across a range of industries. His
roles have included European CFO, Finance
Director and European Controller as well as
International Project Manager for an SAP
ERP implementation. He has worked on both
sides of the Atlantic and is familiar with North
American as well as European requirements
and regulations. He is a Chartered Accountant
(Ireland) and a member of the Chartered
Institute of Marketing (UK)
Robert Towle
Managing Director, North America (East)
Chazey Partners
roberttowle@chazeypartners.com
Robert has over 20 years of experience in
Finance, Shared Services and Technology
implementations. He has led multiple Shared
Services transformation projects and has held a
number of roles managing Shared Services in the
US, the UK and across India. Prior to his recent
assignment, he was the Vice President of Finance
for Pinkerton Consulting. Before Pinkerton,
Robert was the Vice President of Global
Operations Finance for Travelport Limited, with
responsibility for managing the company’s Indian
Shared Services Centre, global corporate travel,
and North American payroll operations.
Esteban Carril
Managing Director, Latin America
Chazey Partners
estebancarril@chazeypartners.com
Esteban has more than 16 years of Finance,
Shared Services and Operations Management
experience in different multinational companies.
Prior to joining Chazey, he was the Latin America
Shared Services Director at EMC Corporation,
where he was responsible for establishing and
optimising a multi-task Shared Services Centre
across the whole region. Before EMC, Esteban
was the Latin America Shared Services Director
for 3Com, where he led the rollout of SAP across
8 Latin American countries and where he was also
responsible for the transformation into a Shared
Services model.
Anirvan Sen
Managing Director, Asia, Middle East &
Africa
Chazey Partners
anirvansen@chazeypartners.com
Anirvan has 20+ years of extensive experience
in Technology, LEAN Six Sigma, Talent
Management, Shared Services, and Sales. Prior
to his current role, Anirvan had spent 15 years
at GE, running global process improvements
for Shared Services in Asia, Europe, Middle
East, Africa, Latin America and at global
headquarters. Before that, Anirvan ran the
Quality team for GE’s EMEA Shared Services
operations, developing global delivery models
for BPO vendors, and initiating Shared Services
strategies for Russia/CIS, Middle East, Asia
Pacific and Africa.
MEET THE TEAM

11. North America | Latin America | Europe | Middle East | Africa | Asia
Email: enquiries@chazeypartners.com | Web: www.chazeypartners.com