Business Process Outsourcing Toolkit

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Reduce the cost and risk to your operations and new business requirements

 

Does your customers trust your Business Process Outsourcing services?

Can your customers trust your Business Process Outsourcing services?

Is Business Process Outsourcing relevant for your small business?

Does Business Process Outsourcing make sense for your organization?

What Business Process Outsourcing services do you have access to?




...Find the answers to these, and more, questions with this Business Process Outsourcing Toolkit:

  • Build better customer satisfaction with your business.
  • Invest in a technology when the outcome is risky, expensive and beyond your expertise.
  • Drive value to your shareholders.
  • Handle your customers confidential materials.
  • Decide what functions are non core for your organization, and can thus be outsourced.
  • Ensure that the contract reflects the best interests of your organization.
  • Measure the level of efficiency and maturity in your organization.
  • Ensure your brand is well represented.
  • Learn your product or service.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Business Process Outsourcing Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business Process Outsourcing 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 Business Process Outsourcing specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Process Outsourcing 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Business Process Outsourcing improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How will you work with the outsourcing vendor when processes need to be changed quickly, as your organization adjusts to take advantage of a new merger or enters a new line of business?

  2. Is it appropriate for an IS auditor from your organization that is considering outsourcing its IS processing to request and review a copy of each vendors business continuity plan?

  3. How might your critical business processes operate in a mobile enabled, multi device, outsourced and always on world that is rapidly moving away from physical assets to services?

  4. What mechanisms and procedures your organization and vendor can set up to promote efficient exchange of knowledge developed through the outsourcing relationship?

  5. What innovation models will businesses and society need in the future, as many creative processes are outsourced and decentralized to smaller players?

  6. How does the provider demonstrate that the records it makes and manages on the outsourcing organizations behalf are reliable and authentic?

  7. Is the quality of services and the price paid still of the required standard and appropriate for the current needs of the business?

  8. What activities could you outsource to other individuals or companies to free yourself to sell and deliver more of your products?

  9. What are the conditions that can determine your organization to bring the IT back in house at the end of the outsourcing period?

  10. Are key areas defined in the SLA aligned with the benefits or process improvement parameters identified in the business case?


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 Business Process Outsourcing book in PDF containing 991 requirements, which criteria correspond to the criteria in...

Your Business Process Outsourcing 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 Business Process Outsourcing Self-Assessment and Scorecard you will develop a clear picture of which Business Process Outsourcing 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 Business Process Outsourcing 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 Business Process Outsourcing projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Risk Audit: Do requirements demand the use of new analysis, design, or testing methods?

  2. Probability and Impact Matrix: Are staff committed for the duration of the Business Process Outsourcing project?

  3. Risk Register: Technology risk -is the Business Process Outsourcing project technically feasible?

  4. Lessons Learned: What were the problems encountered in the Business Process Outsourcing project-functional area relationship, why, and how could they be fixed?

  5. Responsibility Assignment Matrix: Evaluate the performance of operating organizations?

  6. Stakeholder Management Plan: Is the current scope of the Business Process Outsourcing project substantially different than that originally defined?

  7. Human Resource Management Plan: Have the procedures for identifying budget variances been followed?

  8. Human Resource Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?

  9. Change Management Plan: What prerequisite knowledge or training is required?

  10. Activity Attributes: Which method produces the more accurate cost assignment?

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

1.0 Initiating Process Group:

  • 1.1 Business Process Outsourcing project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Business Process Outsourcing project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Business Process Outsourcing project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Business Process Outsourcing project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


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 Business Process Outsourcing 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 Business Process Outsourcing 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 Business Process Outsourcing project with this in-depth Business Process Outsourcing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Process Outsourcing 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 Business Process Outsourcing 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 Business Process Outsourcing investments work better.

This Business Process Outsourcing 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.





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CONTENTS:


Checklists:


Checklists:Business Process Outsourcing Checklist Report on SERVICE.pdf

Checklists:Business Process Outsourcing Checklist Report on CUSTOMER.pdf

Checklists:Business Process Outsourcing Checklist Report on DATA.pdf

Checklists:Business Process Outsourcing Checklist Report on BUSINESS.pdf

Checklists:Business Process Outsourcing Checklist Report on ORGANIZATION.pdf

Checklists:Business Process Outsourcing Checklist Report on PROCESS.pdf

Checklists:Business Process Outsourcing Checklist Report on CLOUD.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Business Process Outsourcing Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Business_Process_Outsourcing_Quick_Exploratory_Self-Assessment_Guide.pdf





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


STEP 2 Set concrete goals tasks dates and numbers you can track:Business Process Outsourcing Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Business_Process_Outsourcing.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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