Assessment
Shared Services Adoption Assessment
Evaluate how ready your organization is to implement or expand a Shared Services model. Identify the gaps in centralization, governance, and service delivery — and get a personalized diagnostic report.
Why assess your shared services readiness?
Most organizations considering Shared Services don't have a clear picture of their current state. This assessment helps you understand where you stand.
- See how ready your operations are for centralization
- Identify gaps in governance, service models, and technology
- Understand what is limiting shared services adoption
- Get clear next steps to accelerate your journey
Get a complete adoption diagnostic
After completing the assessment, you'll receive a structured report designed to help you plan and accelerate your shared services adoption.
- Adoption stage classification (from fragmented to optimized)
- Benchmark comparison against peer organizations
- Key gaps limiting centralization and service delivery
- Root cause analysis based on your answers
- Actionable recommendations tailored to your context
Evaluate the key dimensions of shared services adoption
How centralized and controlled are your finance and accounts payable operations?
How standardized is your HR service delivery and employee request management?
How structured is your IT service intake, SLA tracking, and support model?
How unified are your purchasing processes and supplier management?
How well-defined is your internal service portal, ownership structure, and SLA governance?
See what your adoption diagnostic looks like
Your diagnostic is delivered as a structured executive report — the Shared Services Opportunity and Adoption Report — ready to share with leadership.
See your adoption stage, main constraint, main opportunity, and industry segment at a glance — followed by a narrative analysis of your current posture.
A side-by-side table showing your current state vs. peer position and market direction across Finance, HR, IT, Legal, and other functional areas — with a behind / aligned / ahead signal for each.
Each gap is documented with a why, evidence from your answers, and the operational impact — so you know exactly what is blocking your shared services model.
See how your current tools, system integrations, and workflow automation coverage compare against global benchmarks — with a future-state target for each dimension.
A phased roadmap across 3 horizons — from quick wins in the first 90 days to full cross-functional shared services orchestration — with concrete actions per phase.
Is your organization ready for Shared Services?
Answer one question to get your full adoption diagnostic report.
Frequently asked questions
Less than 5 minutes. The assessment covers 7 functional areas with focused questions.
No. You can complete the assessment and access your report instantly.
A personalized diagnostic report with your adoption stage, benchmark comparison, key gaps, and actionable recommendations.
Yes — completely free, no registration required.
Operations leaders, CFOs, CHROs, and transformation managers exploring or expanding a Shared Services Center model.