Another very strong quarter from TCS, with no hint of the slight slowdown in growth that we have seen at Accenture (for its November quarter) and Infosys. If we look at where the growth is coming from: The more established ADM services (where Infosys took its eye of the ball in FY 13) contributed an estimated $173m in additional revenue, or 35.4% of the y/y growth of $490m. (Infosys achie[...]

NelsonHall recently visited the Capgemini BPO center in Campinas, Brazil, about 100 kilometers to the northwest of the city of São Paulo. Capgemini’s Campinas center is part of a network of BPO centers in Latin America, the others being in Guatemala City; Santiago, Chile; and, most recently, Blumenau, also in Brazil. We had had the privilege several years before to visit the Guatemala[...]

HP recently provided an update on its turnaround program at a securities analyst meeting in the U.S.  One major takeaway from the briefing is that HP ES, in particular, is taking additional steps to rebuild and strengthen its business. Looking firstly at the HP group-wide picture, turnaround measures till now have included restructuring, retooling, and reducing costs.  Successes so fa[...]

Accenture Credit Services has been a success story since its launch in 2011: it currently serves over 100 lending institutions globally worldwide. Growth has been driven by acquisition: the unit was launched following Accenture's acquisition of Zenta, a provider of residential and commercial mortgage processing services in the U.S. And last month, Accenture acquired Mortgage Cadence, a mo[...]

An encouraging quarter for Infosys after the disappointment of missing guidance last quarter. It is not possible to determine the precise level of organic growth (excluding Lodestone) as Infosys is folding some of its consulting capabilities into Lodestone Consulting: this has happened already in the U.K. and is occurring now in the U.S. and Germany; the incremental $20m in revenue contributed [...]

Accenture has continued the trend of acquiring captives as a means of gaining domain capability in a multi-process F&A BPO deal with Marriott International, Inc. that has been described by both parties as a strategic collaboration. In a ten-year contract to provide F&A services to Marriott and its franchisees in the Americas, Marriott will transition its Louisville, Tennesse[...]

Accenture's seven-year BPO contract with Swedish steel manufacturer SSAB announced this week will see it providing accounts payable, accounts receivable, some CMS activities as well as operational procurement, sourcing and category management for selected country operations in Europe. Accenture has had a long history of providing FAO services to manufacturing companies in the Scandinav[...]

Last week NelsonHall attended HP’s analyst summit in Boston, U.S. In her opening speech, CEO Meg Whitman emphasized HP’s commitment to engineering, innovation and also to Enterprise Services. Turnaround activity includes: Investments in internal systems, such as a new CRM system (salesforce.com) for the sales force, revising its quote to cash system, implementing a new resourc[...]