August 11, 2020

Two vital outsourcing chapters

The client should know the importance of the Transition Process

According to this Deloitte Global Outsourcing Survey, 57% of companies choose outsourcing solutions to enable focus on their core business. The only way this plan will not backfire is to have a solid plan for your entire transition period.

Transitions are a normal part of any business. Whether it’s a leadership change, a shift in strategy or even something more dramatic, such as the sale of the company, things change, and during these times, employees, whether remote or in-house, can often disconnect from their day-to-day responsibilities.

Here are 5 essential rules to follow during your transition process:

– Discuss how you want to scale: clearly layout upgrades and deadlines
– Talk to your vendors about your budget and all costs
– Establish routine meetings (once a week) with your vendors to discuss performance
– Establish a clear plan for reporting issues
– Monitor the vendor’s performance and observe how they respond to feedback. You want to build trust and good dialog exchanges.

Understand that in periods of change, your team will feel starved for information. And, since no one enjoys working blind, it isn’t hard to see how this can cause a steep drop-off in the effectiveness of your employees during a time when they need to be at their best.

The solution? Talk to them. More than you think is necessary.

The vendor should know the importance of Reporting

According to, “for clients, project status reports provide value. It gives them confidence that their money is delivering value. It can make them look good to their bosses. It can ensure funding continues in the future. It can also totally save your ass in that you have a paper trail in case things go off the rails.”

Client reporting is the best way to build and improve your relationship. It is how and when you communicate your results to your clients so that they can see your hard work.

Reporting is the method that turns your client into a recurring client; it is what makes you grow the business, even though reporting might be a painful process if you use the wrong tools.

Here are 5 reasons to report regularly to your client:

– It will enable you to regularly interact with the client
– By reporting, the client will better understand what you do
– Regular reporting will give you and your client a sense of accountability
– You will be transparent
– Your reports are showing results and that is all about it in this business

Reporting is about communication with the client, it is a conversation between you and your client, and makes it easy to understand the results: what is happening with the project or business.