Shared Services Management

Shared Services Setup & Management

Streamline Operations and Maximize Efficiency with Expert Shared Services

Managing business functions across departments can be resource-intensive and complex. At Unison Direct, we offer Managed Shared Services that enable Canadian businesses, startups, and entrepreneurs to centralize key processes, reduce costs, and boost operational efficiency. Our tailored shared service solutions ensure seamless integration of business operations, allowing you to focus on strategic growth.

Why Choose Unison Direct for Managed Shared Services?

Our Managed Shared Services are designed to streamline operations, improve consistency, and reduce administrative burden. We offer:

Personal Shared Services Setup: Customized solutions to establish shared services for individuals and small-scale enterprises.
Individual Shared Services Management: Seamless management of shared services to optimize individual and business processes.
Shared Services for Small Businesses: Tailored solutions that consolidate business functions to drive operational efficiency.
Shared Services Consulting for Individuals: Expert consulting to identify and implement personalized shared service models.
Managing Shared Services for Entrepreneurs: Scalable solutions that support growing businesses and evolving needs.
Shared Services Strategy for Startups: Structured strategies to develop, optimize, and maintain shared services for startups.

Industry-Specific Shared Service Solutions

Our expertise spans multiple industries, allowing us to offer specialized shared service solutions that meet the unique needs of different sectors:

  1. Banking & Finance:

    Managed shared services to ensure compliance and enhance financial reporting.

  2. Healthcare & Medical Billing:

    Shared services for billing, compliance, and claims management.

  3. Retail & E-Commerce:

    Inventory management, HR solutions, and process optimization for retail enterprises.

  4. Manufacturing & Industrial Companies:

    Streamlined outsourcing of manufacturing processes and supply chain management.

  5. Technology & IT Companies:

    Managed IT and technology shared services to ensure seamless operations.

  6. Public Sector & Government:

    Compliance-focused shared services to improve public sector operations.

  7. Education Sector:

    Administrative and operational shared services to streamline school management.

  8. Energy & Utility Sector:

    Compliance and billing management for the energy and utilities industry.

  9. Transportation & Logistics:

    Optimized shared services for supply chain management and distribution.

  10. Telecommunications Sector:

    Shared services for billing, customer support, and technical operations.

How Our Shared Services Deliver Value

We go beyond traditional shared service models by delivering measurable results through:
Process Optimization and Automation: Streamline repetitive tasks and improve efficiency through automated workflows.
Cost Reduction and Resource Efficiency: Consolidate resources and reduce overhead costs with managed shared services.
Compliance and Risk Management: Ensure adherence to regulatory standards while minimizing risks.
Scalability and Flexibility: Adapt shared service solutions as your business evolves and grows.

Key Benefits of Our Managed Shared Services

By partnering with Unison Direct, clients gain measurable benefits that enhance operational performance:

  1. Increased Efficiency:

    Centralized processes reduce redundancies and boost productivity.

  2. Reduced Costs:

    Minimize administrative expenses through streamlined shared services.

  3. Enhanced Compliance:

    Maintain compliance with industry regulations and standards.

  4. Improved Decision-Making:

    Access real-time data and insights to guide strategic business decisions.

Our Managed Shared Services Process

We follow a structured, transparent, and client-centric approach to managing shared services:

Initial Consultation and Assessment: We evaluate your current processes to identify improvement areas.
Strategy Development and Implementation: We create a customized shared service strategy tailored to your business needs.
Service Integration and Automation: We implement technology-driven solutions to ensure seamless service integration.
Ongoing Monitoring and Optimization: We continuously monitor shared service performance and refine strategies to enhance outcomes.

FAQs

Unison Globus stands out due to our commitment to minimizing estate taxes and maximizing value. Our approach to estate planning is nuanced, focusing on effective asset evaluation, growth forecasting, and strategic tax minimization. We ensure that your estate planning aligns with your wishes, offering comprehensive solutions including business succession planning, charitable gifting strategies, and more.

Estate planning is crucial for anyone interested in securing their financial future. It’s not just for the affluent; if you own real estate, have retirement accounts like IRAs or 401ks, or hold insurance policies, you need strategic estate planning. Unison Globus offers specialized expertise in all facets of estate planning, ensuring your legacy is well protected.

We focus on organizing your estate planning documents for easy and effective management. Our team adapts your plan to suit changing life circumstances and financial assets, ensuring it remains relevant. We provide a comprehensive service scale, including Estate Tax Liability Analysis, Family Gift Planning, and Generation Skipping Transfer Tax strategies.

Absolutely. Business success planning and wealth transfer strategies are integral parts of our services. We ensure a smooth transition of your business to your chosen successors and employ thoughtful planning to transfer your wealth according to your wishes, efficiently and tax-effectively.

We utilize various strategies, like charitable gifting strategies, to optimize tax benefits and maximize the impact of your philanthropy. Additionally, our Estate Tax Liability Analysis helps in minimizing potential estate taxes, ensuring a more substantial transfer of wealth to your heirs.

Maintaining your privacy is a top priority at Unison Globus. We handle all aspects of your estate planning with the utmost confidentiality, ensuring your personal and financial information is secure and private throughout the planning process.

Yes, adaptability is a key feature of our estate planning services. We continually monitor any changes in your life circumstances and financial assets, discussing and implementing necessary amendments to your estate plan over time. This implies that your estate plan will always be in line with your objectives for the future and your present circumstances.

Ready to Optimize
Your Business with
Shared Services?

Simplify your business operations with Managed Shared Services from Unison Direct. Contact us today to explore how we can centralize your processes and boost operational efficiency.
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