Discovery
Identify the workload, systems, bottlenecks and desired handover.
Workflow mapping
Document tasks, frequency, inputs, deadlines and review ownership.
Access & security
Agree named users, permissions and approved document exchange.
Pilot
Begin with one process, entity or group of accounts and agreed acceptance criteria.
Review
Check accuracy, open questions, turnaround, documentation and communication.
Recurring delivery
Move the agreed work into a daily, weekly or monthly routine.
Scale
Add processes, entities, hours or resources when the workload requires them.
Plan the next step.
Share the software, workload and reviewer requirements. A scoped discussion establishes the inputs and delivery model before records are exchanged.
Discuss Your Outsourcing Requirements ↗