Building Effective Shared Services: The Synergi Approach

Download Powerpoint

Challenges

Many organizations today face increasing complexity, especially those operating across multiple regions or managing diverse portfolios, such as investment holdings and family offices. As operational costs rise and margins tighten, the pressure to centralize and streamline internal services grows. For many businesses, especially those considering BPO services in UAE and the Gulf , the challenge lies in balancing efficiency with governance while centralizing functions. However, transitioning to a Shared Services model is not without risk. Studies show that nearly 50% of Shared Services initiatives fail due to unclear objectives, poor execution, or lack of proper governance. Without the right foundation, efforts to centralize finance, HR, IT, procurement, or other internal services can lead to inefficiencies, duplication of work, and internal resistance. For diversified organizations, these risks multiply, as each function or location may have different systems, processes, and expectations.

Solutions

Success in Shared Services lies in understanding the opportunity before investing time and resources. Synergi has developed a proprietary Shared Services Assessment Tool© to help organizations measure the true cost and value of internal service centralization. This tool provides a structured framework to analyze current operations, assess the opportunity cost of not acting, and define the optimal scope and structure of a Shared Services model. Our approach focuses on aligning design with business strategy, ensuring operational readiness, and setting measurable outcomes. This structured approach positions Synergi as a trusted partner for organizations seeking BPO services in UAE and the Gulf, where outsourcing models are increasingly shaping the future of corporate operations. This is especially crucial in the early stages—where most failures happen—when clarity, stakeholder alignment, and phased implementation planning are key.

The power of measuring

Synergi works closely with leadership teams to design, build, and operate Shared Services tailored to the organization’s unique needs. We bring clarity to complex structures, identify synergies across functions and geographies, and support the transformation from both strategic and operational perspectives. Our experience with large holdings, family offices, and multinational operations gives us the insight to navigate governance issues, process harmonization, and change management.  This expertise also extends to delivering scalable BPO services in UAE and the Gulf , helping organizations streamline HR, finance, IT, and customer support while maintaining control and transparency. As the drive for efficiency intensifies, Shared Services will become the norm—not the exception. Synergi’s method ensures organizations build on solid foundations, minimize risk, and realize long-term value.

Shared Services as a Service (SSaaS)

At Synergi, we have evolved the traditional model by introducing ‘Shared Services as a Service’ (SSaaS). This offering allows organizations to benefit from centralized, high-performing support functions without having to build and manage them internally. Our SSaaS model is especially valuable for mid-sized enterprises, family offices, and investment holdings that may not have the scale or expertise to operate full-fledged internal shared services. Through a subscription-based and outcome-driven approach, clients access professional services across HR, finance, Procurement, Marketing and IT with guaranteed SLAs, KPIs, and cost predictability. This transformation reduces the time to value, limits capital investment, and gives organizations the flexibility to scale support services as their business evolves.

 

Prepared by Mohamad Saker
Co-Founder and CEO – Synergi