Experienced Accounting Professional spending the last 10 years preparing all aspects of Accounts Payable and Receivable for Outsourcing. Transitioned work and business processes
ecide on your business objectives – where can outsourcing fit in to help you achieve them?
Walk through your workflow and map out the process you go through with a client, from first contact through to delivery. You don't have to map every process first – it's more important to be agile. Focus on the most critical areas, then roll out from there as your execution of outsourcing improves, as well as your onshore team's competency.
Document this process – screen recording software is helpful here, as well as a workflow mapping software. Create a training video or written instructions for each step.
Ask your team to identify tasks in their workflow that they feel could be delegated, as well as ones that consume most of their time. Skilled [Job Title] highly effective at developing positive and productive working rapport with employees through open communication and clearly set guidelines. Experience in inventory control tracking and vendor negotiations. Diligent, hardworking and adaptable to dynamic environments.Assign a ‘champion' in your business whose role is to oversee your outsourced team, as well as a ‘leader' in our outsourced team.
Build out a comprehensive training program with your outsourcing company. It's vital to lean on their experience so you can ensure your new team members understand not only how your firm operates technically, but also its values and culture. Many invest in travelling (or bringing the team members to see them) to fast track this process.
After training is completed, ensure regular check-ins with your team using online communication tools, with your champion as a point of contact for communication around projects, assignments or requirements. As tasks become more familiar, less training and supervision will be required.
Ensure your partner also offers training by way of webinars, in-person and industry events to help support your growth and connect to other clients for peer learning.
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