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Global Mobility Engagements: Optimizing Process, Efficiency, and Reducing Costs

Global Mobility Engagements: Optimizing Process, Efficiency, and Reducing Costs. John Arcario Executive Vice President Cartus. FEM Global Mobility Summit New York City October 4, 2010. About Cartus. Market Share Leader More than 1,500 clients globally 50%+ of Fortune 100

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Global Mobility Engagements: Optimizing Process, Efficiency, and Reducing Costs

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  1. Global Mobility Engagements: Optimizing Process, Efficiency, and Reducing Costs John ArcarioExecutive Vice President Cartus FEM Global Mobility Summit New York CityOctober 4, 2010

  2. About Cartus • Market Share Leader • More than 1,500 clients globally • 50%+ of Fortune 100 • Outsourcing, training, logistics, and consulting • 25 locations in key markets worldwide • Serving more than 140,000 transferring employees • and families • Supporting nearly 40,000 cross-border assignments • Into / out of 160+ countries • Total Mobility Solution: • One-stop shop for end-to-end mobility services

  3. Presentation Overview • Definition of global engagement • Options for scope of work • Engagement life cycle / optimization opportunities • eProcurement demo

  4. What is a Global Engagement? • Global Engagement • Serving mobility needs through an integrated framework • Consistent application of process • Providing for local/regional nuances • Optimal Team Structure: Global Owner with regional leaders • (straight-line or heavily dotted) • Infrastructure Needed • Global technology platform for case management • Integrated supply chain (both vertical and horizontal) • Holistic management reporting (e.g., cost, service, KPI’s)

  5. Scope of Work Options

  6. Service Delivery Model Example Destination Services Expense Management Intercultural & Language Services Assignee Immigration Management Single Point of Contact International Assignment Compensation Services Household Goods Temporary Living Assistance Tenancy Management

  7. Global Assignment Life Cycle Beginning of Assignment End of Assignment Initiation Ongoing Support Pre-Initiation Relocation • Shipment of Goods • Host Country Services • Cross Cultural Training • Language Training • Home Sale / Property Mgmt Coordination • Expense Administration • Temp Living • Add to Payroll • First Allowance • Expense Administration • Settling Services • Repatriation • Extension • Localization • Severance / Termination • New Assignment • Pre-Initiation Briefing • Cost Projections • First Call - SPOC • Benefits Overview • Assignment Letter • Initial Balance Sheet • Immigration Coordination • Life Event Changes • COLA Updates • Lease Renewal • Local Move • Language Training • Education Payments • Tax Organizers / Tax Prep / TEQ

  8. Global Assignment Optimization: Sample Opportunities Beginning of Assignment End of Assignment Initiation Ongoing Support Pre-Initiation Relocation • Use eProcurement tools to reduce total cost of ownership • Exception Management: • Pre-approved list with tiered approvals • Reporting and trending analysis • Y/E Checklist • EDI’s: • Payroll • Big 4 • Supply Chain Mgmt: • RFP’s • Integration • Service Mgmt • Cost Projection Scenarios used for assessment/ selection • Coordinate script among key providers and in-house staff • Lease-saving reporting • Quarterly payroll reconciliations

  9. Continuous Improvement: Ongoing Key Supplier Meetings • Attendees • Client Stakeholders • Big 4, COLA, Cartus • Review • Process • Scripts • Roles / Responsibilities • Data Exchange • Objectives • Eliminate redundancy • Close gaps • Leverage technology

  10. THANK YOU For additional information please contact: Communications@cartus.com or John.Arcario@cartus.com

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