Business Process Outsourcing Toolkit

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Work with internal Ops Consulting teams (Automation and Business Process Outsourcing) to develop holistic solutions that solve business problems in the most efficient and cost effective way while maintaining adequate Process Controls.

More Uses of the Business Process Outsourcing Toolkit:

  • Ensure you network; respond to client and internal concerns, prepare reports, conduct review, and lead client meetings.

  • Be accountable for compiling, verifying accuracy and sorting information to prepare source data for computer entry.

  • Manage and direct the sourcing for multiple categories as Business Process Outsourcing and professional services.

  • Warrant that your operation leads the deal process through development of Sales strategy, solution proposal, and deal closing for large opportunities.

  • Reduce or eliminate manual repetitive elements of processes by leveraging tools as the Power Platform.

  • Identify opportunities for improvement, determines the root cause of problem areas, analyze data, and solutions.

  • Warrant that your operation supports other departments in your organization by providing insight, Data Analysis, and operational expertise.

  • Ensure you mastermind; build relationship with Clients while managing expectations, communicating status, and resolving open issues.

  • Maintain a work environment that fosters a satisfied and engaged workforce that achieves the budgeted performance plan.

  • Collaborate with other teams to identify trends, streamline processes, and derive solutions to minimize Quality Assurance concerns.

  • Increase sales performance by partnering with sales professional (or teams) to present Human Capital Management strategies and business solutions to clients.

  • Be accountable for collaborating with management or other team members as appropriate to proactively address service issues and concerns.

  • Ensure you manage; build a strategy for scaled support operations by continuous Process Improvement, automation, and Data Analysis to find opportunities that drive customer delight.

  • Manage work with the Project Management, business visionary and end users, IT architects and developers, and project sponsor to document the products vision and the projects scope.

  • Help to solve technology operations challenges across multiple departments by championing IT awareness and solutions.

  • Develop: upon the establishment of the baseline, the focus is shifted towards the management of the requirements specification and verifying the fulfillment of all requirements.

  • Establish: monitor departmental performance on a continuing basis, taking the appropriate steps to improve its effectiveness, compliance to policy, and increase the level of service.

  • Enter, manipulate, and report on requirements stored in a commercial Requirements Management tool.

  • Develop: track performance scores and provide reporting and dashboards to leaders during regular calibration sessions.

  • Be accountable for achieving client engagement budget objectives by managing team time; analyzing variances; initiating Corrective Actions.

  • Direct: through successful Service Delivery and sla management, ensures client satisfaction and retention.

  • Execute manual and automated Test Scripts to perform functional, integration and system testing.

  • Manage services available are Application Development, Business Process Outsourcing, data manage services, and professional manage services.

  • Collaborate with clients to understand specific Business Needs, corporate culture, infrastructure, and performance gaps before designing and developing advanced, custom, performance improving training solutions.

  • Support the continued growth of the Customer Service department through continuous Process Improvement initiatives.

  • Ensure each departments results (Customer Service, Renewal and Retention) meet critical Performance Metrics as adherence.

  • Be accountable for completing the captcha proves you are a human and gives you temporary access to the web property.

  • Be accountable for maintaining Service Delivery staff by participating in selection, ensuring training, and managing performance.

  • Be accountable for protecting client assets by establishing, monitoring, and enforcing Internal Controls as appropriate to engagement scope.

  • Identify, implement, and oversee Process Improvements across the team in conjunction with delivery leadership.


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 993 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 993 standard requirements:

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

  2. Do you have your organizational unit specifically responsible for investigation of, or practices for, effective use of outsourcing organization functions?

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

  4. Does the RPO provider have the experience and the depth of resources to bring your organizations recruitment practices to the next level?

  5. What types of decisions can be made by the consultants or Program Manager, and what types of decisions must be made by your organization?

  6. Is the Quality of Services and the price paid still of the required standard and appropriate for the current needs of the business?

  7. Are the positions that the individuals fill new job descriptions or just more people filling previously existing job descriptions?

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

  9. Do you mandate the governance representatives to drive changes and allocate the best talents to your key business initiatives?

  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 993 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:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Does a documented Business Process Outsourcing project organizational policy & plan (i.e. governance model) exist?

  2. Initiating Process Group: The Business Process Outsourcing Project Managers have maximum authority in which type of organization?

  3. Assumption and Constraint Log: Is the current scope of the Business Process Outsourcing project substantially different than that originally defined in the approved Business Process Outsourcing project plan?

  4. Risk Audit: Is the technology to be built new to your organization?

  5. Team Member Performance Assessment: To what extent did the evaluation influence the instructional path, such as with adaptive testing?

  6. Procurement Management Plan: Has the Scope Management document been updated and distributed to help prevent scope creep?

  7. Team Performance Assessment: To what degree will team members, individually and collectively, commit time to help themselves and others learn and develop skills?

  8. Activity Duration Estimates: What is the career outlook for Business Process Outsourcing Project Managers in information technology?

  9. Responsibility Assignment Matrix: Are the actual costs used for variance analysis reconcilable with data from the Accounting System?

  10. Source Selection Criteria: How do you ensure an integrated assessment of proposals?

Step-by-step and complete Business Process Outsourcing 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 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



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.