关于战略流程报告(ppt29).pptVIP

ITES/BPO – Opportunity to move up the value chain? January 13, 2004 This report is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client organization without prior written approval from McKinsey Company. This material was used by McKinsey Company during an oral presentation; it is not a complete record of the discussion. Presentation at iTECH 2004 Source: Gartner; Dataquest; Aberdeen group; McKinsey analysis Supply-side enablers Telecom costs down by 90% in the last 3 years; world-class reliability Over 2.5 million low-cost talented workers in countries such as India and Philippines Emergence of a credible vendor community 0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003E BPO total revenues- India example* $ billion CONTEXT: BUSINESS PROCESS OFFSHORING HAS EXPLODED IN THE LAST FEW YEARS… Encouraging track record of early movers Demanding U.S market environment Successful track record of I/T offshoring Demand side forcesL-ZXE332(ITES, Board Pres.)(JS)-7 * “Tech jobs leave U.S. for India, Russia. Who’s to blame?” – July 2003 “Is your job next?” – February 2003 …BUT HAS ALSO CREATED GREAT ANXIETY IN PRIMARY MARKETS “American legislators are accusing India of stealing jobs” – June 2003 “America’s pain, India’s gain” – January 2003 “3.3 million U.S. service jobs to go offshore by 2015” – November 2002 “Can America Lose These Jobs and Still Prosper?” – July 2003 U.S. House Sub-business CommitteeL-ZXE332(ITES, Board Pres.)(JS)-7 * IN THIS CONTEXT, SEVERAL DOUBTS HAVE ARISEN ABOUT THE FUNDAMENTAL LONGEVITY AND EVOLUTION OF BPO AS AN INDUSTRY Will the BPO phenomenon plateau out in the next few years? Even if it survives, moving up the value chain will be difficult and will take several years? Value chain moves will be the domain of captives because the trust required is too high?L-ZXE332(ITES, Board Pres.)