EPMO Shared Services

Latin America

Introduction to Paul Bartley

December 2016

For internal use only

EPMO / Shared Services LA
Introduction

The EPMO team was established in Latin America in 2014, co-located in

the LA SSC and reporting to the EPMO Shared Services organization in
North America.

The main duties of the EPMO in the region are to conduct the transitions
from the local operations in Latin America to the Shared Services Center
in Chile, and support the management of different IT projects impacting
the LASSC. The EPMO is also involved in various global and regional
projects for the Corporate functions.

For internal use only

EPMO / Shared Services LA
Organizational Chart

Joe Di Prima
VP EPMO

Lori Bramblett
Sr. Manager - EPMO Shared Services
San Diego, CA

Frank Fiala San Antonio, TX

Program Manager – Team Lead

Adolfo Carreño
Project Manager – Local Coordinator

Josefina Berretta
Project Manager

Jessica Llanos
Project Manager

Santiago, Chile
Open
Project Manager

For internal use only

Finance Integration & Transformation
Status Overview

Specifications Recent Achievements

Project Type Transition to SSC & CoE /Business Process • Transition of Treasury, T&E and Accounts Receivable
Transformation activities from Mexico and CCA to the LA SSC completed
(Sep’15 – Jul’16
Objective Centralize the Accounting, Reporting, Treasury,
• Transition of Mexico’s Req-to-Pay processes from the NA
Collections, Purchasing and Payment operations
in the LA SSC, and reorganize the local Finance SSC completed (Jul’16)
areas in Latin America
Owning Function BDX / Finance
Ongoing Activities
Sponsors Chris Reidy (Global)
Gustavo Cuzzi (Regional)
• Workload transference of the Closing and Reporting
activities from Colombia, Mexico and Chile to the LA SSC
Estimated FTE 42 FTE initiated (Aug – Nov ‘16)
Impact
Estimated Benefit USD 320k of annual savings

Timeline Next Steps

• Finalize the stabilization of the Closing and Reporting tasks

69% from Colombia, Mexico and Chile.
• Initiate the transition of the Closing and Reporting activities
from Argentina, Peru and Brazil.

For internal use only

Indirect Procurement
Status Overview

Specifications Recent Achievements

Project Type Transition to SSC • Knowledge capture of the purchasing activities from Chile
and Peru completed (Nov ‘16)
Objective Centralize in the LA SSC the Indirect
Procurement activities from Mexico, Colombia,
Argentina, Peru and Chile.
Owning Function BDX / Procurement / GSS

Sponsors Roger Ambrose (Global) Ongoing Activities

Flavio Rodrigues (Regional)
• Initial analysis of the Indirect Procurement transitions from
Estimated FTE 13 FTE
Argentina and Colombia.
Impact
Estimated Benefit Analysis in progress

Timeline Next Steps

• Start the Indirect Procurement transition from Brazil.

36% • Transfer the purchasing transactions remaining in Mexico,
not transferred from the NA SSC to the LA SSC.

For internal use only

Concur Roll Out
Status Overview

For internal use only

 Thank you!

For internal use only