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This Virtual Roundtable Discussion Summary is available only to Outsourcing Excellence members. For information on membership, please contact us   Everest Group regularly organizes virtual sessions with senior executives across industries in which they share their experiences and opinions with industry peers on hot industry topics or particularly challenging issues of the day. In this virtual roundtable, Everest Group executives explored forward-thinking technology and operation priorities in BFSI, such as cost, AI adoption, and future challenges. This forum is a prime opportunity to connect with experts, ask questions, and gain valuable perspectives from peers. In this session, participants discussed how 2024 was concluding and their plans for 2025. The following topics were addressed: What cost-saving targets are set for the next year? How are participants factoring in AI’s benefits and costs? How should investment budgets and expected challenges be planned for?

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This Virtual Roundtable Discussion Summary is available only to GBS members. For information on membership, please contact us Everest Group regularly organizes virtual sessions in which senior executives across enterprises share their experiences and opinions with colleagues in other organizations on hot industry topics or particularly challenging issues of the day. As companies increasingly integrate the GBS model into their business operations, there remains vast potential to add more value. Finance within GBS can play a vital role in accelerating business growth and delivering greater insights across the enterprise. As companies increasingly integrate the GBS model into their business operations, there remains vast potential to add more value. Finance within GBS can play a vital role in accelerating business growth and delivering greater insights across the enterprise. In this virtual roundtable, our expert analysts and industry thought leaders engaged in a discussion on how Finance Shared Services (FSS) and GBS organizations can ascend the value chain, drive innovation, and yield meaningful impact. We also examined current challenges and the prevailing opportunities for driving future success.

On April 22, Everest Group hosted a webinar titled, "Creating a Future-Ready IT Workforce: What are Enterprises Overlooking?" As an IT leader, you know there is a need to create a future-ready IT talent base, but what is the best approach and what will yield results? Most enterprises currently struggle to create a sustainable workforce strategy. In this webinar, Everest Group’s analysts discussed the key principles of a holistic IT workforce strategy, and practical considerations to successfully bring it to life. If you’re an executive in a business that develops IT workforce strategies, you will gain valuable insights from our expert analysis, including answers to questions such as: Why are current IT talent development initiatives not yielding the desired outcomes? What are the foundational elements of an effective IT workforce strategy? What are the key considerations and best practices to execute on the strategy?

Banks have been in a constant struggle to increase operational efficiencies, reduce costs, and improve customer satisfaction, while ensuring compliance to stringent regulatory requirements. Over the past few years, banks have embraced Robotic Process Automation (RPA) solutions to help achieve these objectives. However, traditional RPA solutions alone are unable to deliver holistic automation for banks. Several processes in the banking industry involve substantial manual effort to extract meaningful information from semi-structured and unstructured documents, which cannot be automated through traditional automation solutions. Here is where Intelligent Document Processing (IDP) can help, as IDP solutions can process such documents with reasonable accuracy using Artificial Intelligence (AI). In this research, we examine the use of IDP solutions in the banking industry and suggest how, together with RPA, they can expand the scope of automation in various banking processes, such as customer onboarding and KYC, mortgage lending application processing, and check processing. Scope Industry: banking Geographic scope: global Contents: In this study, we examine: The intelligent automation ecosystem IDP solutions and their capabilities The scope for expanding automation outcomes within banking using IDP Common use cases for IDP within banking Key factors to consider when embarking on an IDP journey Membership(s) Service Optimization Technologies (SOT) Sourcing and Vendor Management

Intelligent Document Processing (IDP) products find a wide variety of uses in classifying and extracting information from structured, semi-structured, and unstructured documents by leveraging AI technologies such as Optical Character Recognition (OCR), computer vision, Natural Language Processing (NLP), and machine/deep learning. They are offered as either platforms that can be deployed as out-of-the-box solutions using pre-built modules or as custom solutions based on buyer requirements. IDP solutions help enterprises achieve cost savings, while improving their workforce productivity and employee and customer experience. These products are also rapidly evolving in the sophistication of their capabilities, features, and functionalities. To achieve success, it is critical to select the right enterprise-grade IDP technology partner. In this report, we assess 27 leading technology vendors in terms of their IDP product’s vision & capability and market impact and categorize them into Leaders, Major Contenders, Aspirants, and Star Performers. The research will help buyers select the right-fit technology vendor for their needs, while technology vendors will be able to benchmark themselves against each other     Scope IDP products that are sold on license and irrespective of any ongoing business or IT process outsourcing or managed services were considered for this report We have assessed IDP products from 27 leading technology vendors globally: ABBYY, AntWorks, Automation Anywhere, BIS, Celaton, Datamatics, EdgeVerve, Evolution AI, GuardX, HCL Technologies, Hypatos, Hyperscience, i3systems, IBM, Indico, Infrrd, JIFFY.ai, Kofax, Nividous, Parascript, qBotica, Rossum, Singularity Systems, SortSpoke, TAIGER, UST SmartOps, and WorkFusion Contents This report analyzes the IDP technology landscape across various dimensions: Everest Group’s PEAK Matrix® evaluation, a comparative assessment of 27 leading IDP technology vendors Overview of IDP software products Competitive landscape in the IDP technology vendor market Everest Group’s remarks on key strengths and limitations for each IDP technology vendor IDP product capability trends and predictions The assessment is based on Everest Group’s annual RFI process for the calendar year 2020, interactions with leading IDP technology vendors, client reference checks, and an ongoing analysis of the IDP market. Membership(s) Service Optimization Technologies (SOT) Sourcing and Vendor Management

The success of agile development projects has traditionally been attributed to close collaboration and regular communication among team members and with customers. Pandemic-induced remote working has disrupted the agile model and tested its limits. With enterprises rapidly transitioning to a remote delivery model, they have replicated the processes, governance, and workflows of traditional agile development. However, the increasing need for continuous value delivery along with risk-efficient, employee-centric operations is driving enterprises to adopt a more sustainable software development methodology. The next generation of agile will embrace a natively distributed construct – with communication, processes, and workflows optimized for remote delivery. The model will be poised to deliver benefits such as increased productivity, higher talent availability, and cost savings. Scope All industries and geographies Contents In this report, we examine the enterprise drivers to adopt a distributed agile model and the key considerations for charting a path to distributed agile. We focus on: Changes required in the workflow, processes, talent, and governance constructs to operationalization and scale the model TRUST as a foundation for distributed Agile Selection of the right services partner to access emerging and specialist skills to implement this model Membership(s) Application Services Sourcing and Vendor Management

This Snapshot is available only to Outsourcing Excellence and CX Excellence members. For information on membership, please contact us The global services market is highly dynamic and evolving rapidly, a reality that is reflected in the shift in priorities from cost arbitrage to automation. Third-party vendors are continually assessing their market position and refining their growth strategies. As enterprises explore various sourcing models to uncover additional value, it is imperative to evaluate new technology offerings and different pricing models. Everest Group’s Service Provider Snapshots provide a holistic and integrated view of leading service providers to aid strategic decision making for both service providers and enterprises in this dynamic marketplace. These reports provide a fact-based view of leading service providers across multiple dimensions. Contents: In this research, we analyze leading service providers across the following parameters: Overview: A snapshot of the service provider’s financial performance, industry presence, geographic spread, function focus, and key industry clients Business Process Services (BPS) snapshot: view of the service provider's performance across Everest Group PEAK Matrix® reports in the BPS domain Information Technology Services (ITS) snapshot: view of the service provider's performance across Everest Group PEAK Matrix® reports in the ITS domain Delivery footprint and headcount: graphical representation of the service provider’s delivery presence and headcount across the globe Mergers & Acquisitions (M&A): details of the service provider’s M&A activities in the last year Key public announcements: a summary of important public announcements in the last year     Sources: In addition to leveraging our research expertise of over 25 years, the service provider snapshots are based on the following sources of information: PEAK Matrix® reports Proprietary databases Company filings

The rapid pace of innovation in engineering has made enterprises increasingly dependent on service providers. Capitalizing on this reliance, vendors are developing offerings that can help them play a critical role in the product engineering value chain by filling capability gaps, augmenting staff, reducing time-to-market, and bringing in new technologies. Given the vital role that vendors are playing in product engineering, it is important to understand how satisfied engineering enterprises are with the service providers they engage with. Everest Group’s first Engineering Services Enterprise Pulse study analyzes enterprise expectations and satisfaction levels vis-à-vis service providers. The findings in this report are based on insights from 134 unique interviews with enterprises that were nominated as references by the 32 global engineering service providers assessed in this report. The study summarizes enterprises’ views on their service providers’ capabilities across the key engineering domains of software product engineering, semiconductor engineering, Industry 4.0 engineering, and verification & validation engineering, and lays out their expectations from engineering vendors. The report also captures quantitative and qualitative insights across multiple assessment parameters and enterprise perspectives on individual service providers. Scope Research area: engineering services All industries and geographies Contents This report studies: Engineering enterprises’ overall satisfaction with their service providers Enterprises’ satisfaction levels across geographies and key engineering domains Enterprise perspectives on individual service providers Enterprise expectations from service providers Membership(s) Engineering Services Sourcing and Vendor Management