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 Strategic outsourcing consistently delivers business impact, but the path taken to achieve this value is unique for each company. Differences is people, process, technology, and culture, require a high level of customization throughout all aspects of the solution. We work hand-in-hand with every prospective client to guide them through the consideration process, solution design, and benefits calculations. The end result is a seamless transition to outsourcing and a solution that efficiently unlocks the value in each company’s operations. |
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We encourage you to begin your education on outsourcing by contacting us. No matter your level of familiarity or past experience with outsourcing, we will take the time to walk you through all of the considerations and important decisions that you will need to make during your evaluation of outsourcing.
Consultation
We typically begin by meeting with you, on the phone or in person at your convenience. Much of outsourcing’s success is dependent upon building a strong provider-client partnership and we set out to establish this relationship on Day 1. During this discussion, we would hope to hear from you about the benefits you are seeking with outsourcing, any past experience your company may have with strategic sourcing, as well as general background about your people and operations.
Similarly, we will share with you the story of OPI, and offer you details about our capabilities, offerings, and experience. We will explain how other companies, like yours or in similar industries, have leveraged the opportunities presented by outsourcing to competitively differentiate their businesses for success. Finally, we will present to you a roadmap for your own adoption of outsourcing.
This consultation is meant to be a time for you to learn and to ask questions about OPI. We encourage you to explore the expectations and responsibilities of developing integrated operations and consider the next steps in forming a partnership.
Discovery
Next, we start down the path of Discovery. Here, we work to further the client-provider relationship by building a joint understanding of your operations and baseline performance. We will present scope and scale recommendations, and we will work together to develop a clear, defined understanding of relevant current processes.
You will be asked to share with us details about your existing operations including information about volumes, people, technologies, processes, performance metrics, goals, and so on. This can seem overwhelming, but much of this information can be gathered from existing documentation, such as Sarbanes-Oxley or internal audit documentation. We ask that you share what you can, and we can help to fill in any information gaps further along in the process.
Strawman
Throughout Discovery, and upon gathering baseline information about your processes, it will become evident where the potential process opportunity may lie. This exploration also helps us to gain a fuller, more complete understanding of your unique operations. Armed with this information, we then begin our solution design process, known as Strawman.
During Strawman we outline a customized solution designed specifically to address your company’s unique operations, requirements, and goals. This proposal presents a picture of possibility, and details what your operations could look like with an outsourced strategy. It also summarizes the process reengineering, enabling technologies, risk management, and governance practices inherent to the solution.
Importantly, Strawman also presents the timeline and the cost-benefit analysis for the proposed solution. We offer transparent pricing details so that you fully understand the source of cost savings and see the impact that optimizing operations can make in both the short-term and the long-run. We will outline the roles and responsibilities for all involved parties as well as the next steps.
Due Diligence
With the agreed upon Strawman roadmap in place, we move on to Due Diligence. Generally, OPI professionals will visit your operations and begin to put in place key tenants for a successful partnership.
The visiting OPI professionals will gather detailed documentation of your processes and performance levels. They will also work on forging positive, working relationships throughout your operations. These visits will begin the transfer and validation of internal process knowledge that are critical to the overall success of the solution.
Following these site visits, we then review the proposed solution for thoroughness and completeness. We may adjust our solution as necessary to incorporate any new information gathered. This completed roadmap will serve as the transition guide going forward and marks the beginning of your migration to integrated and optimized operations.
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