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GROWTH THROUGH STRATEGIC ALLIANCE

    STRATEGIC ALLIANCE OPPORTUNITY

        FINANCE & ACCOUNTING
SBS GLOBAL SERVICES SNAPSHOT

  Synergy Business Solutions (India) Private Ltd (SBS), a company incorporated in India with Delivery
  Center in India and global presence throughout the world, is an emerging Finance & Accounting
  Services Corporate

  Our Global operations are Professionally managed by experienced Board of Directors

  SBS is set up exclusively by a group of finance professionals comprising of Chartered
  Accountants, Cost Accountants, Management Graduates etc. with International Corporate
  Experience

  We are an offshoot of a Practicing Chartered Accounting firm with over 15 years of experience

  We have fully secured facility complying with all IT policies with online, onsite and offsite backup to
  ensure Data Protection & Confidentiality to the clients. With Disaster Recovery Mechanisms in
  place, we ensure complete security

  SBS has Young and Talented Pool of Professionals and Experts to provide services that are comparable
  with International Standards

  Our Service lines include BPO and KPO services to Globally reputed clients spread across
  India, Luxembourg, Germany, Mexico, Wisconsin & California

  SBS works as a Performance Enhancement Partner to help clients achieve world class process
  efficiency at reduced costs
WHY A STRATEGIC ALLIANCE?


  To Maintain Leadership

  To Improve Customer Focus & Delivery

  To Address Specific Markets

  To Gain Edge on Competition Markets

  To Diversify within various geographical areas

  To remain cost effective & competitive

  To improve Customer throughput

  To gain access to global domain experts & professionals
OFFSHORING – AN IMPORTANT STRATEGIC ALLIANCE INITIATIVE - FACTORS


  To achieve process optimization and                           58.4                                  26              15.6
          become best-in-class

         To leverage Domain Expertise                           59.3                             22.2             18.5


           To free up internal resources              36.4                         37.7                          26


                  To make cost variable                39.7                               43.6                        16.7


           To Enable greater scaling up                41.3                           36                         22.7


                       To Reduce Risk                   42.5                              37                     20.6


To Comply with Global Best Practices                     45.2                             34.3                   20.6
       and Benchmarking

                          To Save Cost                   46.3                                  41.3                    12.5


        To eliminate non-core activties                       51.3                             30.3               18.4
                  internally
SOURCE: CFO CONNECT                        0%   10%   20%       30%    40%   50%     60%         70%       80%   90%         100%
         DEC 2009
SIGNIFICANCE OF STRATEGIC ALLIANCES


                                      To Improve
                                       Customer
                                        Focus &
                                        Delivery

                       To
                    Maintain                       Team Work
                   Leadership


                                      Strategic
                                      Alliance


                                                   Passion for
                     Respect
                                                   Excellence



                                        Trust
STRATEGIC ALLINCE - FORCES




    LEADERSHIP
    We recognize and reward outstanding performances of individuals
    We believe in and practice personal and professional growth of our employees
    We empower our employees by way of Knowledge Sharing

    RESPECT
    We involve our employees in the process of Decision Making
    We value the ideas of people and listen to them irrespective of the level of experience
    We respect work-life balancing

    TRUST
    We build relationships on the basis of sharing and accepting the truth
    We assume others will behave with responsibility and appropriate
    ability, fairness, truth and honour for others
    We always think positive
STRATEGIC ALLINCE - FORCES




   CUSTOMER FOCUS
   First we understand our customer expectations.
   We are committed for a world class service delivery
   We always aim to achieve 100% accuracy for the customer output

   TEAMWORK
   We promote complete involvement of our employees to accomplish the organizational
   objectives
   We work together and support each other to achieve our goals
   It is always termed as OUR work

   PASSION FOR EXCELLENCE
   We strive for the best quality in all that we do
   Everyday is considered to bring in a new learning to an individual
   We constantly work towards process improvements thereby raising our delivery
   standards
STRATEGIC ALLIANCE - SERVICE OFFERINGS


                                               Invoice Processing
                                                Collections and Cash Application
                          ORDER TO CASH        Credit and Order Management
                      (ACCOUNTS RECEIVABLES)   Reporting and Reconciliation
                                               Shortened Month End Closure

                                               Invoice Processing
                                                Payment Process
                         PROCURE TO PAY        Vendor Master Maintenance
                       (ACCOUNTS PAYABLES)     Three Way Matching & Reconciliation
   FINANCE &                                   MIS & Reporting
  ACCOUNTING
    SERVICES
                                               Periodic General Ledger Closing
                                               Line Item Reconciliation
                       FINANCIAL STATEMENTS    Finalization of Accounts
                                               Preparation & Reporting of Final Accounts


                                               Cost Analysis
                         MANAGEMENT            Customer Profitability Analysis
                                               Activity Based Costing
                     ACCOUNTING & ANALYSIS     Variance Analysis
                                               Performance Reporting
STRATEGIC ALLIANCE - SERVICE OFFERINGS



                                             Salary Calculations and Processing
                                             E Pay Slips
                                             Reimbursements & Full & Final
                             PAYROLL        Settlements
                                             Statutory Compliance & Reporting



                                            Individual Tax Returns
   FINANCE &                                Partnership Tax Returns
  ACCOUNTING               TAX SERVICES     C Corp & S Corp Returns
    SERVICES                                Extensions
                                            Estimated Tax Calculations



                                            SOX Compliance
                                            Financial Statement Audits
                      ASSURANCE & SUPPORT   Controls Testing
                            SERVICES        Risk Assessments
                                            Reporting
STRATEGIC ALLIANCE – PERCEPTIONS & STRATEGIES

DIMENSION                    PERCEPTION                                   STRATEGIES

                  Not confident of quality delivery   SBS has a team of highly skilled professionals
COMPETENCY        for optimization of Back office     such as CA’s CPAs, MBAs using the latest
                  operations                          technology & established process to optimize
                                                      back office delivery


                                                      •Dedicated Team of Professionals offering 24*5
DISTANCE/         Dependence on the back office       support
DEPENDABILITY     staff for management reporting      •Data & Reports available on the Client Server
                                                      •SBS serves as an extended Delivery Office


                                                      •Centralized Access Model with no data transferred to
                                                      SBS Local Directory
                  Confidential documentation          •SBS signs an NDA
DATA SECURITY
                  shared                              •SBS has an NDA with all its employees
                                                      •Excellent Data Confidentiality & Fully Secured Delivery
                                                      Center


                                                      •SBS follows proven process procedures to make
                                                      it a success
FIRST HAND        Offshoring option being tried out   •Experienced Professionals for Migration &
EXPERIENCE        for the first time                  Process Management
                                                      •Recommends to Start low and Scale up
SBS AS A STRATEGIC PARTNER



                                                             Strategic Partner                  Customer
                      Strategic Partner



                                              STRATEGIC ALLIANCE

        Improved TAT – Follow the SUN Model                        Exclusive Offsite Facility for Delivery


                                  No Separate Infrastructure & Staffing Costs


              Access to Domain Experts                                   No Staffing Compliances


           Operational Process Efficiencies


           Best Practices & Process Controls

          MARKET PENETRATION WITH ENHANCED OPERATIONAL PROFITABILITY
WHY SBS AS A STRATEGIC PARTNER?




  SBS Information & Security is comparable with that of a big corporate, coupled
with flexibility of a young enterprise – Best of Both Worlds

  Vast Experience in Migration of European/Americas Accounts from clients for the
Accounting & Payroll Processes

  SBS has a proven track record of world class service delivery to the clients – Trust
and Dependability from the Customers have facilitated more customer accounts for
SBS

  SBS practices Quality Enhancement Concepts like Six Sigma that are implemented
and being practiced for the respective processes

  SBS offers to bring in Exclusivity to the Customer that proves to be an added
advantage
WHY SBS AS A STRATEGIC PARTNER?




  In order to ensure Strict Customer Confidentiality, Non Disclosure Agreements
are brought into effect with all the SBS employees

  SBS firstly understands the alliance partners’ requirements so as to set up a clear
delivery path to the customer

  SBS Management Team comprises of Professionals with International Corporate
Experience in the Finance & Accounting Arena

  SBS has the capability for Instant Scalability of Operations to meet the clients
requirements with Easy Access to Process and Domain Experts in the Market
through the Internal Recruitment Wing

  SBS works as a Performance Enhancement Partner to help clients achieve world
class process efficiency at reduced costs
THANK YOU..




                              •Finance & Accounting Services

  Contact us:
  Haridasan Panniamvelli
  haridasan.p@sbsindia.co.in
  Inquiry@sbsglobalservices.com
  alliance@sbsglobalservices.com



  India Office :
  Synergy Business Solutions (India) Pvt. Ltd
  Laxmi Chambers, 2nd Floor, 1st Main, C Block, AECS Layout,
  Kundalahalli, Brookefield, Bangalore-560 037
  Ph: +91 80 4030 1700
  Fax: +91 80 4030 1730
  URL: www.sbsglobalservices.com

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Financial Accounting Consultants, Payroll Consultants, International Strategic Alliances, Legal Support Services, Back Office Processing, Taxation Services To find out more call us on +91 80 40301700 to 1729

  • 1. GROWTH THROUGH STRATEGIC ALLIANCE STRATEGIC ALLIANCE OPPORTUNITY FINANCE & ACCOUNTING
  • 2. SBS GLOBAL SERVICES SNAPSHOT Synergy Business Solutions (India) Private Ltd (SBS), a company incorporated in India with Delivery Center in India and global presence throughout the world, is an emerging Finance & Accounting Services Corporate Our Global operations are Professionally managed by experienced Board of Directors SBS is set up exclusively by a group of finance professionals comprising of Chartered Accountants, Cost Accountants, Management Graduates etc. with International Corporate Experience We are an offshoot of a Practicing Chartered Accounting firm with over 15 years of experience We have fully secured facility complying with all IT policies with online, onsite and offsite backup to ensure Data Protection & Confidentiality to the clients. With Disaster Recovery Mechanisms in place, we ensure complete security SBS has Young and Talented Pool of Professionals and Experts to provide services that are comparable with International Standards Our Service lines include BPO and KPO services to Globally reputed clients spread across India, Luxembourg, Germany, Mexico, Wisconsin & California SBS works as a Performance Enhancement Partner to help clients achieve world class process efficiency at reduced costs
  • 3. WHY A STRATEGIC ALLIANCE? To Maintain Leadership To Improve Customer Focus & Delivery To Address Specific Markets To Gain Edge on Competition Markets To Diversify within various geographical areas To remain cost effective & competitive To improve Customer throughput To gain access to global domain experts & professionals
  • 4. OFFSHORING – AN IMPORTANT STRATEGIC ALLIANCE INITIATIVE - FACTORS To achieve process optimization and 58.4 26 15.6 become best-in-class To leverage Domain Expertise 59.3 22.2 18.5 To free up internal resources 36.4 37.7 26 To make cost variable 39.7 43.6 16.7 To Enable greater scaling up 41.3 36 22.7 To Reduce Risk 42.5 37 20.6 To Comply with Global Best Practices 45.2 34.3 20.6 and Benchmarking To Save Cost 46.3 41.3 12.5 To eliminate non-core activties 51.3 30.3 18.4 internally SOURCE: CFO CONNECT 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% DEC 2009
  • 5. SIGNIFICANCE OF STRATEGIC ALLIANCES To Improve Customer Focus & Delivery To Maintain Team Work Leadership Strategic Alliance Passion for Respect Excellence Trust
  • 6. STRATEGIC ALLINCE - FORCES LEADERSHIP We recognize and reward outstanding performances of individuals We believe in and practice personal and professional growth of our employees We empower our employees by way of Knowledge Sharing RESPECT We involve our employees in the process of Decision Making We value the ideas of people and listen to them irrespective of the level of experience We respect work-life balancing TRUST We build relationships on the basis of sharing and accepting the truth We assume others will behave with responsibility and appropriate ability, fairness, truth and honour for others We always think positive
  • 7. STRATEGIC ALLINCE - FORCES CUSTOMER FOCUS First we understand our customer expectations. We are committed for a world class service delivery We always aim to achieve 100% accuracy for the customer output TEAMWORK We promote complete involvement of our employees to accomplish the organizational objectives We work together and support each other to achieve our goals It is always termed as OUR work PASSION FOR EXCELLENCE We strive for the best quality in all that we do Everyday is considered to bring in a new learning to an individual We constantly work towards process improvements thereby raising our delivery standards
  • 8. STRATEGIC ALLIANCE - SERVICE OFFERINGS Invoice Processing Collections and Cash Application ORDER TO CASH Credit and Order Management (ACCOUNTS RECEIVABLES) Reporting and Reconciliation Shortened Month End Closure Invoice Processing Payment Process PROCURE TO PAY Vendor Master Maintenance (ACCOUNTS PAYABLES) Three Way Matching & Reconciliation FINANCE & MIS & Reporting ACCOUNTING SERVICES Periodic General Ledger Closing Line Item Reconciliation FINANCIAL STATEMENTS Finalization of Accounts Preparation & Reporting of Final Accounts Cost Analysis MANAGEMENT Customer Profitability Analysis Activity Based Costing ACCOUNTING & ANALYSIS Variance Analysis Performance Reporting
  • 9. STRATEGIC ALLIANCE - SERVICE OFFERINGS Salary Calculations and Processing E Pay Slips Reimbursements & Full & Final PAYROLL Settlements Statutory Compliance & Reporting Individual Tax Returns FINANCE & Partnership Tax Returns ACCOUNTING TAX SERVICES C Corp & S Corp Returns SERVICES Extensions Estimated Tax Calculations SOX Compliance Financial Statement Audits ASSURANCE & SUPPORT Controls Testing SERVICES Risk Assessments Reporting
  • 10. STRATEGIC ALLIANCE – PERCEPTIONS & STRATEGIES DIMENSION PERCEPTION STRATEGIES Not confident of quality delivery SBS has a team of highly skilled professionals COMPETENCY for optimization of Back office such as CA’s CPAs, MBAs using the latest operations technology & established process to optimize back office delivery •Dedicated Team of Professionals offering 24*5 DISTANCE/ Dependence on the back office support DEPENDABILITY staff for management reporting •Data & Reports available on the Client Server •SBS serves as an extended Delivery Office •Centralized Access Model with no data transferred to SBS Local Directory Confidential documentation •SBS signs an NDA DATA SECURITY shared •SBS has an NDA with all its employees •Excellent Data Confidentiality & Fully Secured Delivery Center •SBS follows proven process procedures to make it a success FIRST HAND Offshoring option being tried out •Experienced Professionals for Migration & EXPERIENCE for the first time Process Management •Recommends to Start low and Scale up
  • 11. SBS AS A STRATEGIC PARTNER Strategic Partner Customer Strategic Partner STRATEGIC ALLIANCE Improved TAT – Follow the SUN Model Exclusive Offsite Facility for Delivery No Separate Infrastructure & Staffing Costs Access to Domain Experts No Staffing Compliances Operational Process Efficiencies Best Practices & Process Controls MARKET PENETRATION WITH ENHANCED OPERATIONAL PROFITABILITY
  • 12. WHY SBS AS A STRATEGIC PARTNER? SBS Information & Security is comparable with that of a big corporate, coupled with flexibility of a young enterprise – Best of Both Worlds Vast Experience in Migration of European/Americas Accounts from clients for the Accounting & Payroll Processes SBS has a proven track record of world class service delivery to the clients – Trust and Dependability from the Customers have facilitated more customer accounts for SBS SBS practices Quality Enhancement Concepts like Six Sigma that are implemented and being practiced for the respective processes SBS offers to bring in Exclusivity to the Customer that proves to be an added advantage
  • 13. WHY SBS AS A STRATEGIC PARTNER? In order to ensure Strict Customer Confidentiality, Non Disclosure Agreements are brought into effect with all the SBS employees SBS firstly understands the alliance partners’ requirements so as to set up a clear delivery path to the customer SBS Management Team comprises of Professionals with International Corporate Experience in the Finance & Accounting Arena SBS has the capability for Instant Scalability of Operations to meet the clients requirements with Easy Access to Process and Domain Experts in the Market through the Internal Recruitment Wing SBS works as a Performance Enhancement Partner to help clients achieve world class process efficiency at reduced costs
  • 14. THANK YOU.. •Finance & Accounting Services Contact us: Haridasan Panniamvelli haridasan.p@sbsindia.co.in Inquiry@sbsglobalservices.com alliance@sbsglobalservices.com India Office : Synergy Business Solutions (India) Pvt. Ltd Laxmi Chambers, 2nd Floor, 1st Main, C Block, AECS Layout, Kundalahalli, Brookefield, Bangalore-560 037 Ph: +91 80 4030 1700 Fax: +91 80 4030 1730 URL: www.sbsglobalservices.com