A 90-minute, rules-based working session where senior operations leaders bring their hardest workforce and capability question to the table and get structured peer input from people navigating the same transition.
Processes that required a team of ten three years ago now require six people and two automated processes. Jurisdictions that used to need local specialists can be served from a shared centre. The junior roles that used to be the entry point into the profession look different now, and in some cases they are disappearing entirely.
Most operations leaders can see this happening. They know the capability mix their teams need is shifting. They know the balance between people and automated processes is moving. But the conversation about what that actually means for their teams, their recruitment, their training programmes and their organisational structure is one that very few are having openly.
When we asked operations leaders to rate discussion priorities, talent and workforce themes scored second highest across all categories, with legal, BPO, and HR and payroll sectors all rating these topics among their most pressing. Three of four executive respondents chose gradual evolution, reskilling and redeployment as their preferred workforce approach.
This roundtable creates the space to do exactly that. Not a theoretical discussion about the future of work. A conversation between leaders managing the transition right now, working out what their teams need to look like in 18 months.
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A small group by design. Six senior operations and transformation leaders across corporate services, BPO, HR & payroll, accountancy and tax, plus our sponsor and the session moderator.
| Name | Role & company | ||
|---|---|---|---|
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Dave Bennett | Head of Product Management (Corporate Services) | |
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Sachin Kukian | Vice President Transformation | View profile |
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Umang Patel | Head of Consulting, Automation & Agentic AI (EMEA) · Cognizant | View profile |
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Cara Cutler | Director, Global Enablement | View profile |
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James Taylor | IA & SOX Practice Leader · Sensiba LLP | View profile |
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Sugandha Chauhan Sharma | Director of Business Operations · Kroll | View profile |
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Joe Deely Sponsor | VP EMEA · Enate | View profile |
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Taryn Breetzke Moderator | Community Manager & Event Moderator · TechPros | View profile |
These are the challenges you'll be voting on at the start of the session. One vote each, and you can't vote on your own.
Two themes the room is wrestling with from different angles:
Three leaders running parallel transformations: parallel programmes layered on top of each other (Dave), Agentic AI changing the operating model and behaviours (Umang), and acquisition-driven fragmentation where institutional knowledge lives in people rather than systems (Cara).
The shared question: what should the capability mix actually look like, and how do you move teams through that shift without losing the work?
Three leaders working out how to articulate the worth of operations and assurance work to stakeholders one step removed from it. Sachin has the worth of a delivered function disappearing under the carpet. James has compliance value that is the thing that did not happen. Sugandha needs clarity on where to invest next.
The shared question: how do you keep the value visible, and the investment thesis sharp, when the stakeholders moving the goalposts are not close to the work?
Each participant's challenge in their own words, with the context that surfaced in their alignment call, and the question they're putting to the room. Read before the session so you can vote with sharper instinct.
Dave's operation started with one large transformation project that got paused, then sprung multiple smaller projects to replace it. He now has several parallel initiatives in flight: version upgrades from on-premise to cloud, integration rewires across heavily-integrated internal tooling, and the layered demands of new AI capabilities on top.
This is a project management problem, but Dave is clear it is also a communication and change management problem. Progress made before a project fully lands is still progress, but only if leadership can see it that way, and only if the development teams below have the right level of visibility to stay focused without being distracted by everything else moving around them. Too little visibility and work falls through cracks. Too much and teams lose focus. Dave frames it as spinning plates, juggling in parallel because the next project starts before the last one lands.
"When you have several transformation projects running in parallel, how do you make the progress visible to the board, to the business and to the delivery teams, without losing momentum or focus?"
Sachin built an operations function from the ground up in 2021, on a five-year plan with a clear roadmap. By the third year the objective had shifted: what the function was originally formed to do was no longer what the business wanted from it. The mandate moved, but the expectation to show results moved faster.
His challenge is the gap between proven delivery and the recognition it earns. The team cut cost, reduced headcount and automated work that had started at zero, taking it to roughly 50% over three years. But proving that progress is possible only raised the bar: if the team got this far, why not faster, why not five bricks at a time rather than one. Expenses cut and value returned became the baseline for the next, larger demand, rather than a result in its own right.
Underneath it sits a communication gap. The stakeholders setting the pace do not have proximity to what the operation actually does, so the complexity, the sequencing and the reason a fix done properly now prevents a failure in six to eight months are all hard to convey. Sachin's worry is foundational: push the pace too hard on a weak foundation and it eventually comes crumbling down.
"When the business has moved the goalposts and is pushing for more, faster, off the back of what you've already proven, how do you keep stakeholders aligned to the real complexity of the work, and stop hard-won delivery from disappearing under the carpet?"
Cara leads Global Enablement in a US-headquartered HR and payroll services business that has grown through acquisition. She sees two persistent patterns when fragmentation meets the pressure to move quickly.
The first is the shiny new toy. A system gets bought because the vendor says it can solve everything, and once it is installed, it just accelerates whatever was already broken. The bad process becomes a faster bad process. The second is gap migration. A tool fills one problem but creates another, because the wider process was never mapped, so the seam shifts but does not close.
Both come back to foundations. The right people in the room, processes mapped before tools are layered in, knowledge captured rather than lost with the next reorganisation. Cara knows how to do this work, but it takes time, and business pressure on her now is to do it faster, to please the board, to keep up with a tech landscape that is shifting every week.
"How do you build the foundation work faster, process mapping, the right people in the room, real cross-estate visibility, when leadership wants the value proven now and the tech landscape shifts every week?"
James leads internal audit and SOX practice at Sensiba LLP. His perspective sits one step outside the in-house operations conversation. He is the service provider proving the worth of work the client sees as cost.
Sarbanes-Oxley compliance has been seen as a cost since 2004, and the squeeze has been tightening. CFOs and C-suites are sensitive not just to the cash out the door but to the disruption the audit causes to their own teams. The economic conversation is no longer just about price. It is about how much time the audit takes away from the client's people.
James is responding by transitioning to a subscription model with more frequent, lighter-touch testing, monthly or quarterly rather than two or three phases a year, so that a control failure is surfaced earlier, with less risk exposure and less disruption. AI is the obvious lever to make this work, but it is also the trickiest one. SOX testing is harder to automate than client-side operations, partly because so much depends on data that has to stay safe and independent.
His framing of the visibility gap is sharp. SOX is value preservation, not value add. The cost is visible. The value avoided is invisible. The question is how to change that.
"How does a service provider make the value of compliance and assurance work visible to clients, when the value is the thing that did not happen and the cost is the thing right in front of them?"
Sugandha leads Business Operations at Kroll, having spent the last decade across Global Capability Centres ranging from 70,000-strong EY GDS to firms of a few hundred people. Her vantage point spans both ends of the scale, and she sees the same pattern at each.
The challenge is not that the people are not capable. The challenge is that no one is clear on what the firm will need in two years. A capable leader today is not necessarily the right leader in 18 months, because the industry is evolving faster than the strategy is being set. AI has accelerated this, but India's GCC landscape has never sat still. What was ten industry leaders fifteen years ago is now five hundred. The scale has expanded, but the direction is harder to lock down.
This ambiguity drills down through the organisation. Leaders are not aligned on the way forward, so managers do not know whether to invest in upskilling, technical depth, or a different kind of leadership presence. And the investment conversation suffers the same fate: no one is going all in. The typical pattern is to put thirty percent in and hold seventy back to see how it evolves. Sugandha's framing is sharp: if you are not clear on the direction, the investment will never follow, and the capability gap widens rather than closes.
"When the firm cannot articulate clearly what it will need in two years, how do you make the capability and investment calls today without either over-committing to a direction that may shift, or hedging so much that nothing meaningful gets built?"
Total session duration: 90 minutes · 14:00 BST / 15:00 CEST / 09:00 EDT / 13:00 UTC. We typically work through two challenges in the time available. The opening vote determines which two.
| Step | Activity |
|---|---|
| 1 | Welcome and brief introduction from each participant |
| 2 | Reminder of the event rules and objectives, including the follow-on content creation process |
| 3 | Vote on the challenges shared in this deck (put up as a Zoom poll). The top two votes become the focus of the session. |
| Steps 4–10 are repeated for each of the two challenges | |
| 4 | Challenge owner comes forward and explains the challenge and context |
| 5 | Moderator gives everyone time to prepare questions for the challenge owner |
| 6 | Everyone in turn asks the challenge owner a question. Challenge owner responds to deepen the group's understanding. |
| 7 | Moderator summarises the challenge now that there's more clarity from the Q&A round |
| 8 | Everyone prepares their solution(s) for the challenge owner |
| 9 | Everyone in turn presents their solution. "If I was in your shoes, I would do this." Challenge owner responds; others invited to add. Challenge owner closes with any further ideas. |
| 10 | Moderator summarises the highlights of the solutions offered by the participants |
| Close | |
| 11 | Moderator brings the event to a close, summarising the next steps |
Please turn up on time and remain fully engaged with your camera on, phone and all notifications switched off for the duration.
You have one vote and may vote on any challenge, excluding your own.
The moderator will invite you to speak. Otherwise raise your hand or request in the Zoom chat.
Everyone must ask the challenge owner at least one question during the question round.
During the question round, you MUST NOT offer solutions or examples / anecdotes (only questions).
Everyone must offer at least one solution to the challenge owner during the solution round.
The challenge owner will respond to the solution, and then others can share their views on it.
The Chatham House Rule applies. See below.
Four things to do before Monday:
A short reading list. Two summary cards distilling what surfaced at the two prior forums in this series, plus one TechPros article and Enate's market view report for wider context.
A grounded look at where operations leaders are finding traction with AI, and where they're not.
How global service providers are reimagining value creation. The strategic context behind this forum.
What participants from previous Challenge Forums said about the format:
Participating in the conversation was incredibly valuable. The open dialogue, shared insights, and willingness to discuss common challenges with industry peers created a truly collaborative environment. It was refreshing to connect with others facing similar issues and to gain practical perspectives that I can take back into my own work. I'm grateful for the positive exchange and the sense of community it fostered.
A candid discussion about where things are working versus where they're breaking down, particularly the issues with non-integrated systems as well as executive program support. The conversation didn't shy away from those gaps and highlighted opportunities around effectively communicating processes, investing in integration, and strengthening leadership sponsorship to unlock the next phase of growth.
Great to bring experts together to discuss real-world, relevant challenges.
Great to hear objective perspectives, well moderated.
Really helpful discussion and insights.
Click through five minutes before the start. Cameras on. The Zoom room opens at 13:55 BST.
Open Zoom →After the session, please share your feedback on how the forum ran and a short testimonial via the post-roundtable feedback form. A written insights round-up (Chatham House: themes, not names) will follow separately.