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Joann Martin, Director Global BPO, PBI
Andy Marks
Joann Martin,MBA, PMP, COP
Director Strategic Alliances, Pitney Bowes
Joann leads the Global Strategic Outsourcing Sourcing team
at PBI which is responsible for BPO Vendor Management. She
received her BS in CS Engineering from Uconn and her MBA
from Capella. Joann is COP, PMP certified, and a Green Belt.
She is an Adjunct Professor at UB with 2 patents.
In 2005 Pitney Bowes, made the executive-level decision to
undertake a strategic, cross-functional initiative to use
outsourcing to cut operating costs, limit capital investment,
and improve operating flexibility. Joann Martin, Director of
Strategic Alliances for Pitney Bowes, led the development of
the outsourcing agenda and selection of global partners.
Andrew Marks
Area Manager
Apollo Security
.
The Power of Personal Service
What is a collaborative
relationship and why do I care?
Outsourcing Maturity
Benefit
Early Benefit
Cost Savings
Stabilization
Productivity Gains
Risk Management
Strategic
Capability Expansion
Customer Management
Benefits from a collaborative relationship
Long Term Success
• Removes barriers to long term financial wins
– Alignment of objectives to business impact
– Flexibility
– Neither team dumping ground for risk
• Ensure long term success
– Thorough due diligence and planning
– Invest resources (both parties)
– Realistic implementation ramp timeframe
– Ongoing strategic business reviews
Align Expectations – Mutually agreed to plan and Clear Objectives
•Keys to Success:
– Top-down decision from executive leadership to align
costs to today’s business
• Reduce operating cost, limit capital investments and improve
operating flexibility
– A champion for the cause (Strategic Alliances), plus a
committee accountable for internal stakeholder
adoption
• Created a cross functional plan to adopt outsourcing as a
strategic initiative
• Selected BPO partners
Managed Risk
• Political
• Legal
• Security
• Financial
• Technical
Cost
• Labor
• Infrastructure (telecom)
• Internal (travel,
managed)
• Hidden
Expanded Capability
and Speed
• Language
• Global
• Single Customer View
Risk
Cost
Capability
The core driver for
partnering
All of these factors
Through the “Power of Personal Service”Apollo Security’s clients can be
sure that a senior executive is always available to them on immediate or
short notice twenty-four hours a day; that he or she is regularly visiting
their facility; they are to be called on for advice and counsel; and they will
be tracking their client’s security objectives as closely as the clients do
themselves. In today’s world of mergers and acquisitions, only Apollo can
offer the services and capabilities of the large national and international
companies with the person service delivery of a local company. The “Power
of Personal Service”is the culture of Apollo Security from our most senior
executives through the ranks to all of our security professionals.
What does the Power of Personal
Service Mean:
• Fire & Life Safety Training Program and
Plan Development
• Uniformed Personnel
• Investigative Services
• Physical Security Surveys
• Security Consulting
• Intellectual Property Investigations
• Due Diligence
• Risk/ Vulnerability Assessments
• Tailored Security Plans
• Concierge/ Desk Attendant Services
• Patrol Service
• Customized Security Training Programs
Business
Requirements
Does your partner have the capability to provide
the services you need?
Not all companies are created equal – there is a difference between firms…
or
• Is my partner only
interested in making a profit
• If I have a problem will they
be there?
• Will my partner company
represent my company
well?
• Does my partner company
care about quality?
• Will my partner company
work hard for me?
 Retention starts with the selection process;
 Informal & formal recognition programs;
 Employee retention surveys are utilized to gage our employee’s satisfaction.
 Effective communication and employee engagement;
 Open Door policy from top to bottom within our organization;
 Opportunities for advancement encourages a good work ethic and helps
develop loyalty;
 Great benefits including free life insurance, vacation benefits, direct deposit,
access to vision, dental, mini and major medical insurance.
The foundation for any successful company in the security industry is people!
 Retention starts with the selection process;
 •Informal & formal recognition programs;
 •Employee retention surveys are utilized to gage our employee’s
satisfaction.
 •Effective communication and employee engagement;
 •Open Door policyfrom top to bottom within our organization;
 •Opportunities for advancement encourages a good work ethic and
helps develop loyalty;
 •All uniforms (3 sets) issued to employees at no cost;
 Great benefits including free life insurance, great vacation benefits
designed to encourage retention, direct deposit, access to vision,
dental, mini and major medical insurance.
 The Power of Personal Service Management;
 The Truth Report Scorecard:PB specific customized KPI tracking
 Personnel activity tracking
 Account operations analysis
 Turnover and new officer reporting
 Training activity statistics
 Client Feedback–“Quality Focus at a Glance”
Global Sourcing Collaborative Relationships
How to maintain Collaborative
Relationships - Best Practices
GOVERNANCE - GOVERNANCE
• Strategic responsibility at the top
• Multilevel organizational links
• Regular meetings at each level
• Weekly ops
• Monthly project
• Quarterly business
• Semi or annual strategic
• Data driven - Scorecard used for results
• Defined escalation process
• Defined change management process
.
When things are going well, something will go wrong.
When things just cannot get any worse, they will.
Balanced scorecard for Collaborative Relationships
 Tangible
 Financial
 Costs per X
 Net Savings
 Operational
 Speed
 Volume Reduction
 Defect Reduction
 Intangible
 Strategic
 Innovative
 Satisfaction
 Relationship
 Decision Making
 Degree of Alignment
 Communication
• The Power of Personal Service Management;
• The Truth Report Scorecard: Customer
specific customized KPI tracking
• Personnel activity tracking
• Account operations analysis
• Turnover and new officer reporting
• Training activity statistics
• Client Feedback–“Quality Focus at a Glance”
Communications
20
20
“A good alliance is like a unicorn. Everybody had
heard of them, but few have actually seen them.”
Tom Hooks Motorola

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Global Sourcing Collaborative Relationships

  • 1. Joann Martin, Director Global BPO, PBI Andy Marks
  • 2. Joann Martin,MBA, PMP, COP Director Strategic Alliances, Pitney Bowes Joann leads the Global Strategic Outsourcing Sourcing team at PBI which is responsible for BPO Vendor Management. She received her BS in CS Engineering from Uconn and her MBA from Capella. Joann is COP, PMP certified, and a Green Belt. She is an Adjunct Professor at UB with 2 patents. In 2005 Pitney Bowes, made the executive-level decision to undertake a strategic, cross-functional initiative to use outsourcing to cut operating costs, limit capital investment, and improve operating flexibility. Joann Martin, Director of Strategic Alliances for Pitney Bowes, led the development of the outsourcing agenda and selection of global partners.
  • 3. Andrew Marks Area Manager Apollo Security . The Power of Personal Service
  • 4. What is a collaborative relationship and why do I care?
  • 5. Outsourcing Maturity Benefit Early Benefit Cost Savings Stabilization Productivity Gains Risk Management Strategic Capability Expansion Customer Management Benefits from a collaborative relationship
  • 6. Long Term Success • Removes barriers to long term financial wins – Alignment of objectives to business impact – Flexibility – Neither team dumping ground for risk • Ensure long term success – Thorough due diligence and planning – Invest resources (both parties) – Realistic implementation ramp timeframe – Ongoing strategic business reviews Align Expectations – Mutually agreed to plan and Clear Objectives
  • 7. •Keys to Success: – Top-down decision from executive leadership to align costs to today’s business • Reduce operating cost, limit capital investments and improve operating flexibility – A champion for the cause (Strategic Alliances), plus a committee accountable for internal stakeholder adoption • Created a cross functional plan to adopt outsourcing as a strategic initiative • Selected BPO partners
  • 8. Managed Risk • Political • Legal • Security • Financial • Technical Cost • Labor • Infrastructure (telecom) • Internal (travel, managed) • Hidden Expanded Capability and Speed • Language • Global • Single Customer View Risk Cost Capability The core driver for partnering All of these factors
  • 9. Through the “Power of Personal Service”Apollo Security’s clients can be sure that a senior executive is always available to them on immediate or short notice twenty-four hours a day; that he or she is regularly visiting their facility; they are to be called on for advice and counsel; and they will be tracking their client’s security objectives as closely as the clients do themselves. In today’s world of mergers and acquisitions, only Apollo can offer the services and capabilities of the large national and international companies with the person service delivery of a local company. The “Power of Personal Service”is the culture of Apollo Security from our most senior executives through the ranks to all of our security professionals. What does the Power of Personal Service Mean:
  • 10. • Fire & Life Safety Training Program and Plan Development • Uniformed Personnel • Investigative Services • Physical Security Surveys • Security Consulting • Intellectual Property Investigations • Due Diligence • Risk/ Vulnerability Assessments • Tailored Security Plans • Concierge/ Desk Attendant Services • Patrol Service • Customized Security Training Programs Business Requirements Does your partner have the capability to provide the services you need?
  • 11. Not all companies are created equal – there is a difference between firms… or • Is my partner only interested in making a profit • If I have a problem will they be there? • Will my partner company represent my company well? • Does my partner company care about quality? • Will my partner company work hard for me?
  • 12.  Retention starts with the selection process;  Informal & formal recognition programs;  Employee retention surveys are utilized to gage our employee’s satisfaction.  Effective communication and employee engagement;  Open Door policy from top to bottom within our organization;  Opportunities for advancement encourages a good work ethic and helps develop loyalty;  Great benefits including free life insurance, vacation benefits, direct deposit, access to vision, dental, mini and major medical insurance. The foundation for any successful company in the security industry is people!
  • 13.  Retention starts with the selection process;  •Informal & formal recognition programs;  •Employee retention surveys are utilized to gage our employee’s satisfaction.  •Effective communication and employee engagement;  •Open Door policyfrom top to bottom within our organization;  •Opportunities for advancement encourages a good work ethic and helps develop loyalty;  •All uniforms (3 sets) issued to employees at no cost;  Great benefits including free life insurance, great vacation benefits designed to encourage retention, direct deposit, access to vision, dental, mini and major medical insurance.
  • 14.  The Power of Personal Service Management;  The Truth Report Scorecard:PB specific customized KPI tracking  Personnel activity tracking  Account operations analysis  Turnover and new officer reporting  Training activity statistics  Client Feedback–“Quality Focus at a Glance”
  • 16. How to maintain Collaborative Relationships - Best Practices GOVERNANCE - GOVERNANCE • Strategic responsibility at the top • Multilevel organizational links • Regular meetings at each level • Weekly ops • Monthly project • Quarterly business • Semi or annual strategic • Data driven - Scorecard used for results • Defined escalation process • Defined change management process
  • 17. . When things are going well, something will go wrong. When things just cannot get any worse, they will.
  • 18. Balanced scorecard for Collaborative Relationships  Tangible  Financial  Costs per X  Net Savings  Operational  Speed  Volume Reduction  Defect Reduction  Intangible  Strategic  Innovative  Satisfaction  Relationship  Decision Making  Degree of Alignment  Communication
  • 19. • The Power of Personal Service Management; • The Truth Report Scorecard: Customer specific customized KPI tracking • Personnel activity tracking • Account operations analysis • Turnover and new officer reporting • Training activity statistics • Client Feedback–“Quality Focus at a Glance” Communications
  • 20. 20 20 “A good alliance is like a unicorn. Everybody had heard of them, but few have actually seen them.” Tom Hooks Motorola