BPO Toolkit

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Assure your organization works with the contracts department to create agreements/contracts/standing orders with successful vendors, which contain the benefits prices, service, technology, asset/inventory management, quality, etc.

More Uses of the BPO Toolkit:

  • Ensure you control; lead Contract Negotiations.

  • Cost Accounting / manufacturing finance.

  • Make sure that your business complies; Requirements Gathering, Solution Design and testing cycles.

  • Drive: Management consultant management.

  • Orchestrate: finance performance benchmarking.

  • Pilot: leverage Reporting And Analytics to manage end to end contracts to cash functions.

  • Provide stakeholders with a balanced view of contract risk and liabilities.

  • Execute specific Order to Cash functions for strategic ventures.

  • Optimize supply base moving towards a few strategic suppliers.

  • Supervise: finance transformation / finance effectiveness Management consultant management.

  • Ensure you bolster; build and scale processes and capabilities to enable the Future Growth of Strategic Ventures.

  • Ensure you allocate; build strategic relationships with internal stakeholders and suppliers.

  • Warrant that your operation complies; continuous Process Improvement mindset.

  • Organize: finance Organizational Design.

  • Identify insourcing and outsourcing opportunities.

  • Follow governance processes and Purchasing Controls systems to ensure compliance.

  • Achieve (year on year) value improvements for all aspects of quality, service, and cost.

  • Transact enablement management strategic ventures.

  • Transfer Pricing and interorganization accounting.

  • Formulate: finance vision and strategy development.

  • Gather Market intelligence and trends for relevant categories and associated sub categories.

  • Ensure you mobilize; understand industry objectives, Strategic Direction and key competition.

  • Support supplier escalation processes and supplier Relationship Management/Issue Resolution.

  • Provide leadership positions in any extracurricular activities.

  • Drive process and system improvements to enhance purchasing efficiency, cost, and compliance.

  • Ensure policies and processes are enforced and communicated.

  • Develop and implement sourcing strategies that result in a sustainable competitive advantage.

  • Drive: finance Process Improvement.

  • Coordinate: monitor related Key Performance Indicators and/or Service Level Agreements to ensure delivery of effective, efficient and quality services as agreed with Key Stakeholders.

  • Ensure you win; recommend solutions to business problems and/or Identify Opportunities For Improvement, and present ideas to leadership.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical BPO Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any BPO related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated BPO specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the BPO Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which BPO improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you hand over BPO context?

  2. Did you tackle the cause or the symptom?

  3. Is the need for Organizational Change recognized?

  4. Are there any easy-to-implement alternatives to BPO? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  5. What needs to stay?

  6. Is the solution cost-effective?

  7. Do you see more potential in people than they do in themselves?

  8. Have design-to-cost goals been established?

  9. What process should you select for improvement?

  10. Which needs are not included or involved?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the BPO book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your BPO self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the BPO Self-Assessment and Scorecard you will develop a clear picture of which BPO areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough BPO Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage BPO projects with the 62 implementation resources:

  • 62 step-by-step BPO Project Management Form Templates covering over 1500 BPO project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all BPO project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the BPO Project Team have enough people to execute the BPO Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed BPO Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete BPO Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 BPO project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 BPO project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any BPO project with this in-depth BPO Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose BPO projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in BPO and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make BPO investments work better.

This BPO All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.