Shared services investment: Business case assumptions and research pack

A shared services assumption register: location tests, standardization pilot, transition cost reference class, provider quotes, and kill thresholds.

Asset IDSTX-A0163

CategoryIntelligence and Research Methods

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

A method for testing what shared services would save and cost, before anyone promises a number.

What is inside

What the research pack covers

The asset walks a research lead through harvesting assumptions, grading them, ranking materiality, assessing locations, running a pilot, building a reference class, obtaining quotes, and freezing the register. It ends with an assumption register, a source log, and research questions.

Turning a baseline into governed assumptions
Locations tested on cost, talent, attrition, and language
A standardization pilot to measure productivity

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Stratenity Advisory Team. (2026). Shared services investment: Business case assumptions and research pack. Stratenity Library. https://www.stratenity.com/resources/library/intelligence-research/shared-services-investment-business-case-assumptions-and-research-pack

Stratenity Advisory Team. "Shared services investment: Business case assumptions and research pack." Stratenity Library, 2026, www.stratenity.com/resources/library/intelligence-research/shared-services-investment-business-case-assumptions-and-research-pack.

Stratenity Advisory Team. "Shared services investment: Business case assumptions and research pack." Stratenity Library, 2026. https://www.stratenity.com/resources/library/intelligence-research/shared-services-investment-business-case-assumptions-and-research-pack.

Stratenity Advisory Team (2026) Shared services investment: Business case assumptions and research pack. Stratenity Library. Available at: https://www.stratenity.com/resources/library/intelligence-research/shared-services-investment-business-case-assumptions-and-research-pack (Accessed: the date of access).

@misc{stratenity_stxa0163, author = {{Stratenity Advisory Team}}, title = {Shared services investment: Business case assumptions and research pack}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/intelligence-research/shared-services-investment-business-case-assumptions-and-research-pack}}, note = {Asset ID STX-A0163} }

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Shared services investment: Business case assumptions and research pack

What the research pack covers

This is a taste. The full library goes deeper.

Stratenity is the AI Operating System for Strategic Execution™.

Stratenity is the AI Operating System for Strategic Execution^™.