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Thank you for agreeing to participate in this important survey on document and business process outsourcing. Your responses will be kept strictly confidential and only aggregate data will be shared with the survey’s sponsor. The survey should take about 15 minutes to complete.

Please do your best to answer the questions accurately, as it may not be possible to back up or re-take the survey by clicking on the link again. If you get interrupted after you start, you can save the survey to complete at a later time.

Please note that all surveys must be received by no later than 10pm EST on June 16th to be included in this research.

Let’s get started!

 
 
 
Company Background

 
 
* Please select the category that best describes the industry in which your company or organization operates. (Select one)
 
Associations / Foundations
 
Business Services
 
Education
 
Financial Services
 
Government
 
Health Care / Pharmaceuticals
 
High Tech
 
Information / Media / Entertainment
 
Insurance
 
Law Firms
 
Manufacturing
 
Telecommunications
 
Other
 
 
 
* Please select the sub-category of “Financial Services” that best describes your company’s primary focus. (Select one)
 
Retail bank
 
Investment bank
 
Wealth management
 
Brokerage
 
Credit card issuer
 
Lending
 
Other
 
 
 
* Please select the level of "Government" for which you work. (Select one)
 
Municipal
 
State
 
Federal
 
Other
 
 
 
* Please select the sub-category of “Health Care / Pharmaceuticals” that best describes your company’s primary focus. (Select one)
 
Hospital
 
Health management organization
 
Biotech company
 
Pharmaceutical company
 
Healthcare products
 
Other
 
 
 
* Please select the area of "High Tech" that best describes your company’s primary focus. (Select one)
 
Computer hardware
 
Computer software
 
Computer services
 
Data services
 
Semiconductor
 
Other
 
 
 
* Please select the sub-category of "Information / Media / Entertainment" that best describes your company’s primary focus. (Select one)
 
Information
 
Media
 
Entertainment
 
Publishing
 
Internet Publishing or Broadcasting
 
Other
 
 
 
* Please select the sub-category of "Insurance" that best describes your company’s primary focus. (Select one)
 
P&C insurance
 
Life insurance
 
Health insurance
 
Specialty insurance
 
Reinsurance
 
Insurance brokerage
 
Claims processing
 
Other
 
 
 
* Please select the approximate range of annual revenue for your entire company. (Select one)
 
Less than $100 Million
 
$100 Million - $500 Million
 
$500 Million - $1 Billion
 
$1 Billion - $5 Billion
 
$5 Billion - $10 Billion
 
More than $10 Billion
 
 
 
* Please specify the approximate number of full-time employees working for your organization. (Select one)
 
1-24
 
25-99
 
100-499
 
500-2,499
 
2,500-9,999
 
More than 10,000
 
 
 
* Please select the functional area in which you work within your company or organization. (Select one)
 
Administration / Corporate
 
Finance / Internal Audit
 
General Management
 
Human Resources
 
Information Technology
 
Legal Affairs
 
Operations
 
Procurement / Sourcing
 
Real Estate / Facilities
 
Sales / Marketing
 
Other
 
 
 
* Please select the title that best describes your role within your company or organization. (Select one)
 
CEO / President / Owner / Partner
 
Other “C-level” role (e.g.; COO, CMO, CFO, CIO, CCO, CAO)
 
General Manager
 
Vice President / SVP
 
Director
 
Manager / Supervisor
 
Analyst / Staff member
 
Other
 
 
 
Understanding Your Company’s Business Processes
 
 
* Listed below are a number of common business processes. The processes are a mix of both functional processes and some industry specific processes.

Please identify all the processes in your company that you are familiar with, whether they are related to your current role, or a previous position you have held in the company. Please select all processes that you have a basic understanding of. The number of processes you select won’t impact the number of questions you are asked or the duration of the survey. (Select all that apply)

 
Sourcing / purchasing / procurement processes
 
Financial Services new account application processing (bank, brokerage, credit card, etc.)
 
Real estate and facilities management
 
Insurance new policy application processing (Life, P&C, Health, etc.)
 
Employee onboarding
 
Accounts receivable processing
 
Employee benefits processing (UI, disability, etc.)
 
Receiving / inventory / materials management
 
Insurance claims processing (policy claims)
 
Document processing
 
General Office Services - Mailroom Management, Copy Center, Reception, etc.

 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* You indicated that you are familiar with at your company. The next few questions pertain to how is conducted in your company.

To the best of your knowledge, how many people in your company are primarily focused on ? (Select one)
 
<5 employees
 
5-9 employees
 
10-24 employees
 
25-49 employees
 
50-99 employees
 
100-249 employees
 
250-499 employees
 
500-999 employees
 
1,000-2,500 employees
 
>2,500 employees
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* To the best of your knowledge, what percentage of the total staff who work on are primarily focused on administrative process activities that require only basic training to perform?
   %
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which statement best describes where activities are performed in your company? (Select one)
 
Primarily centralized (performed in a single or a few locations within the company)
 
Primarily decentralized (performed in many different locations throughout the company)
 
A mix of some centralized and some decentralized process activities
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which specific activities, if any, are currently performed in a centralized shared service center or centers? (please describe)
   
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Quality of process output
 
Revenue generated
 
Labor time savings
 
Minimizing process errors / rework
 
Process throughput speed
 
Cost savings achieved
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Minimizing process errors / rework
 
Revenue generated
 
Quality of process output
 
Cost savings achieved
 
Process throughput speed
 
Labor time savings
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Cost savings achieved
 
Process throughput speed
 
Quality of process output
 
Labor time savings
 
Minimizing process errors / rework
 
Revenue generated
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Labor time savings
 
Quality of process output
 
Process throughput speed
 
Cost savings achieved
 
Minimizing process errors / rework
 
Revenue generated
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Minimizing process errors / rework
 
Cost savings achieved
 
Process throughput speed
 
Quality of process output
 
Labor time savings
 
Revenue generated
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Quality of process output
 
Labor time savings
 
Minimizing process errors / rework
 
Process throughput speed
 
Cost savings achieved
 
Revenue generated
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Cost savings achieved
 
Quality of process output
 
Minimizing process errors / rework
 
Process throughput speed
 
Revenue generated
 
Labor time savings
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Quality of process output
 
Process throughput speed
 
Cost savings achieved
 
Minimizing process errors / rework
 
Revenue generated
 
Labor time savings
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Revenue generated
 
Process throughput speed
 
Cost savings achieved
 
Minimizing process errors / rework
 
Quality of process output
 
Labor time savings
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Labor time savings
 
Process throughput speed
 
Quality of process output
 
Cost savings achieved
 
Minimizing process errors / rework
 
Revenue generated
 
Other
 
 
 
* Which performance metric or outcome does your company primarily focus on related to ? (Select one)
 
Cost savings achieved
 
Revenue generated
 
Minimizing process errors / rework
 
Process throughput speed
 
Quality of process output
 
Labor time savings
 
Other
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes the use of technology to support in your company? (Select one)
 
The process is primarily labor-based today with mostly paper inputs
 
We use software/technology to automate some parts of this process
 
We use technology extensively to automate all or most of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* Which statement best describes your company’s use of outsourcing related to ? (Select one)
 
We outsource parts of this process today
 
We outsource all or most of this process today
 
We do not use outsourcing for this process, but we may consider it in the future
 
We would never consider outsourcing any parts of this process
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* We would like to understand the “pain points” your company experiences related to . “Pain points” may include labor intensive process steps, inconsistent process inputs, difficulty accessing information, problems that cause rework, weak analytic insights, technology issues, etc.

Please list below “pain points” or challenges that your company is experiencing with this process and please try to be as specific and as detailed as possible.
   
 
 
 
* In your opinion, what would be the most powerful single action your company could take to remove the key “pain point” you identified?
   
 
 
 
The Role of Business Process Outsourcing
 
 
* Which of the following document process functions does your company currently outsource?
(Select all that apply)
 
Mail Services
 
Print / Copy Center Management
 
Print / Copy Fleet Management
 
Records Management
 
Imaging / Scanning
 
Electronic Discovery
 
We do not outsource any of these functions

 
 
*
Please indicate any of the business processes listed below where your company outsources at least part of the workflow – keeping in mind that we are focusing on outsourced activities/services - whether they are performed onsite or off, and not IT infrastructure or equipment. (Select all that apply)

Click the link for further examples/explanation
 
Accounts receivable processing
 
Real estate and facilities management
 
Employee onboarding
 
Sourcing / purchasing / procurement processes
 
Insurance claims processing (policy claims)
 
Employee benefits processing (UI, disability, etc.)
 
Insurance new policy application processing (Life, P&C, Health, etc.)
 
Financial Services new account application processing (bank, brokerage, credit card, etc.)
 
Receiving / inventory / materials management
 
Document processing
 
General Office Services – Mailroom Management, Copy Center, Reception, etc.
 
OUR COMPANY DOES NOT OUTSOURCE ANY PART OF THESE PROCESSES

 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* You said that was one of the business processes where your company works with a business process outsourcing (BPO) vendor. Please help us understand your role in selecting BPO vendors to support this process. (select one)
 
I am one of the key decision-makers
 
I help evaluate vendors, manage the selection process, or provide recommendations to decision-makers
 
I am not involved in the vendor selection process but I work closely with BPO vendors once they are selected
 
I am not involved in the vendor selection process and I do not work closely with the company’s BPO vendors
 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* To the best of your knowledge, what are the top 3 reasons that your company utilizes outsourcing for ? (select three)
 
Cost savings (from labor or scale efficiencies)
 
To allow company / staff to focus on core business activities
 
Improved process quality or service levels
 
Increase process throughput and speed
 
Better / faster information for decision-making
 
Flexibility (with capital, labor, etc.)
 
Access to advanced technology
 
Don’t know

 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* In the space provided below, please describe which specific activities are being outsourced by your company.
   
 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* Where are the outsourced activities being performed? (select all that apply)
 
On-site at one or more of your company’s offices / plants
 
At your company’s central shared services facility
 
At the outsourcing vendor’s local facility
 
At the vendor’s high volume processing center within the United States
 
At the vendor’s offshore processing center outside the United States
 
Don’t know

 
 
 
* To the best of your knowledge, what is the primary reason that your company does not outsource parts of its business processes? (select one)
 
We are actually considering outsourcing some parts of some processes
 
Processes are already highly efficient / effective
 
Processes are too strategically important to company to outsource
 
It is too risky to entrust these processes to external vendors
 
The data involved in these processes is too sensitive
 
Don’t know
 
 
 
* If your company or organization begins to outsource some of its business process activities, what do you anticipate your role will be in the vendor selection process? (Select one)
 
I will likely be one of the key decision-makers
 
I will likely help evaluate vendors, manage the selection process, or provide recommendations
 
I am not likely to be involved in the vendor selection process but I will work closely with the BPO vendors
 
I am not likely to be involved in the vendor selection process and I will not work closely with the BPO vendors
 
Don’t know
 
 
Canon Business Process Services is a subsidiary of “Canon”. While widely known for its consumer photography products, Canon is a global leader in business technology and productivity solutions, with over $36 Billion in annual revenue worldwide.

Based on your knowledge of “Canon”, please indicate how capable you believe they would be as a provider of each of the outsourced services listed below - using a scale from 1 to 5, where 1 = “Not At All Capable”, and 5 = “Very Capable”.

1
Not At All Capable
2 3
Don't Know / No Opinion
4 5
Very Capable
* Functional Processes
* Accounts receivable processing
* Document processing
* Employee benefits processing (UI, disability, etc.)
* Employee onboarding
* General Office Services – Mailroom Management, Copy Center, Reception, etc.
* Real estate and facilities management
* Sourcing / purchasing / procurement processes
*
Vertical / Industry Specific Processes
* Financial Services new account application processing (bank, brokerage, credit card, etc.)
* Insurance claims processing (policy claims)
* Insurance new policy application processing (Life, P&C, Health, etc.)
* Receiving / inventory / materials management
 
 
Listed below are several things that a prospective business process outsourcing (BPO) vendor could offer you. Please rate the importance of these items when you are determining which BPO vendor to select for your company – using a scale from 1 to 5, where 1 = “Not At All Important”, and 5 = “Very Important”.

1
Not At All Important
2 3 4 5
Very Important
* Helps decrease process / transaction costs
* Access to process improvement experts / six-sigma black-belts
* Has truly global capabilities
* Can take on higher value-added tasks within process workflow
* Provides business process expertise specific to our industry
* Service levels that are consistently delivered
* Performs value-added data analytics and reporting
* Utilizes proven software or technology to manage workflows
* Automates many elements of the process
* High degree of flexibility and responsiveness
1
Not At All Important
2 3 4 5
Very Important
* Can effectively manage “paper-to-digital” conversion
* Can integrate into company’s existing processes without disruption
* Provides well trained, professional on-site staff and managers
* Improves quality of operational data for decision-making
* Improves process throughput time
* Offers variety of delivery options (onsite, offsite, offshore)
 
 
Based on what you know about Canon Business Process Services and their business process outsourcing capabilities, to what extent would you agree with each the following statements about them – using a scale from 1 to 5, where 1 = “Strongly Disagree”, and 5 = “Strongly Agree”.

1
Strongly Disagree
2 3 4 5
Strongly Agree
* Can integrate into company’s existing processes without disruption
* Can effectively manage “paper-to-digital” conversion
* Access to process improvement experts / six-sigma black-belts
* Provides business process expertise specific to our industry
* Has truly global capabilities
* High degree of flexibility and responsiveness
* Helps decrease process / transaction costs
* Provides well trained, professional on-site staff and managers
* Service levels that are consistently delivered
* Can take on higher value-added tasks within process workflow
1
Strongly Disagree
2 3 4 5
Strongly Agree
* Improves process throughput time
* Improves quality of operational data for decision-making
* Automates many elements of the process
* Offers variety of delivery options (onsite, offsite, offshore)
* Utilizes proven software or technology to manage workflows
* Performs value-added data analytics and reporting
 
 
We would be interested in speaking with other individuals in your company that have specific knowledge about the processes listed below. Could you please provide us with the email addresses of others in your company that focus on these areas?
Insurance Claims Processing Employee Claims Processing Employee Onboarding / Records Accounts Receivable Processing Purchasing Procurement Processing Inventory / Materials Management
Contact email:
Contact email:
Contact email:
 
 
 
Based on the topics we explored in this survey, are there any additional thoughts or feedback that you would like to provide us?
   
 
 
 
* Please let us know if we can offer you a gift card from an online retailer such as Amazon, as a small token of our thanks for participating in this important survey. If you choose “yes”, we will email the information you will need to activate your gift card within the next few weeks.
 
Yes
 
No
 
 
 
* May we contact you for a brief follow-up conversation on the topics discussed in this research?
 
Yes
 
No