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Best practice in domestic and expatriate relocation
ACHIEVING GLOBAL HARMONIZATION
Advancing > Lives > Forward >
Santa Fe Overview
• Mission: We Make it Easy
• Vision: Deliver Sustainable Value Through Innovation
• Values: Quality, Efficiency, People, Safety, Respect
and Ethics
Advancing > Lives > Forward >
Shared Values and Characteristics
• Vendor Independence
– Able and willing to work with best in class providers in the relocation supply chain
• Transferee Centric
– Extremely high touch and individualized service with historical results
• Stringent Supplier Qualification
– Dedicated department to sourcing and qualifying suppliers and then evaluating
them on every performance
• Strong Financial Performance
• Flexibility and Innovation
• Transparency
Shared Values and Characteristics
• Supporting Client Transferees:
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Understand needs
Manage expectations
Pro-active communication
24/7 support
Fast response times
Reduced points of contact
Pro-active satisfaction monitoring
We Share a Common Service Delivery Model
WHR Group
The Santa Fe Group
• Commitment to consistent service quality
• Commitment to consistent service quality
• Dedicated Client Service Manager (CSM)
• Dedicated Account Management
• Client and Transferee escalation point
• Single Point of Contact for Client
• Responsible for overall client management
• Total End Result Accountability
• CSM oversees Quality Control
• Oversees the “Perfect Relocation” Process
• First point of escalation
• Customer Service
• Compile all survey results for reporting
• Policy Compliance
• Owns operational and account management
• Quality Control for operations
• Responsible to his/her client base
• Responsible to his/her client base
Advancing > Lives > Forward >
SANTA FE'S PERFECT RELOCATION PROCESS
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Consistently focused on best practices for our clients
Unique to Santa Fe Group
Goes beyond industry standards
Customer service focused
Proactive communication
ISO 9001 (Quality)
ISO 14001 (Environment)
ISO 27001 (Information Security)
Advancing > Lives > Forward >
SANTA FE'S PERFECT RELOCATION PROCESS
Personal Support
Written Communication
Guides
Checklists
Tracking
No other relocation company has the global
scale of Santa Fe with 120 offices in 52 countries
Santa Fe Group Owned Offices Locations
Santa Fe Group Approved Partners Locations
WHR Group Global Account Management
Domestic & International Technology Platforms
Domestic Transferees
WHR Counseling Team for
Home Owners and Renters
International Transferees
Santa Fe Group Counseling Team
home and host model as needed
Local Knowledge
Country Specific Support
Similar Technology Platforms
Similar Technology Platforms
Managing Cases
Billing
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eInitiations
End to end visibility
Step-by-step
Secure ISO27001
Tiered access
eInvoice
Local-to-local
Tracking expenses
Consolidated options
Tracking
& Transparent Reporting
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Assignee & Client access
Easy to use
Customised
Accurate & Flexible
.csv, .xml .xls .pdf .doc
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eInvoice
Local-to-local options
Local currency options
Flexible invoice formats
Expense tracking
Consolidated options
Client
RELOCATING EMPLOYEE
SUPPORT
PREDEPARTURE
THE
RELOCATION
DESTINATION
Policy benchmarking
& consulting
Visa & Immigration
Temporary housing
Home finding
Management reporting
Area orientation
Household goods
moving & storage
School search
Supplier management
Cultural preparation
Property management
Settling-in
Cost projections
Lease termination
Registration with authorities
Tenancy management
• Lease renewals
Group moves
Departure services
Travel coordination
Training
• Language
• Intercultural
Employee expense processing
& reimbursement
Expense management
• Expense tracking
• Compliance reporting
Q&A
P 17
Thank You
Thank you!
P 18