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5 Practical Tips for Organisations Looking to Outsource Back-Office Functions Apr 9, 2024

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Outsourcing back-office functions can be a strategic move for many organisations looking to streamline operations, reduce costs, and focus on core competencies. Here are five practical tips to guide your organisation through the outsourcing journey successfully.

1. Define Your Objectives and Requirements

IT is crucial to have a clear understanding of why you’re doing it and what you aim to achieve. Are you looking to reduce costs? Or perhaps you want to delegate non-core tasks so that the in-house team has more capacity for client facing tasks.

Defining your objectives will not only help you communicate your needs to potential vendors but also measure the success of your outsourcing initiative.

2. Choose the Right Partner

Your outsourcing partner will play a significant role in the success of your initiative. It’s essential to choose a vendor that not only offers the expertise you need but also aligns with your company’s culture and values.

3. Focus on Communication and Relationship Building

Effective communication is the backbone of any successful outsourcing relationship. It’s important to establish clear communication channels and regular check-ins to ensure alignment and address any issues promptly. Ways you can help build these relationships include:

  • Set up structured communication schedules with your outsourcing partner.
  • Use collaborative tools to facilitate easy sharing of information and feedback.
  • Invest time in relationship-building activities to foster a strong partnership.

 4. Get Buy in from the In-house Team

The strategic decision to engage an outsourcing partner must be combined with an operational buy in from the operations teams who will be working with the outsourced team. These are some questions you can discuss with your team to help smooth out the on boarding process:

  • Can it make the team members day easier to manage from a workload management viewpoint?
  • Can team members do more client facing work?
  • What boring and process driven tasks can be delegated to the outsourced team?

All of these helps to increase buy in from the in-house team to the outsourcing proposal, reinforcing that we simply work to help supplement the most important part of the in-house team’s work.

 5. Monitor and Manage the Outsourcing Relationship

Outsourcing is not a “set it and forget it” solution.

Ongoing management and monitoring are crucial to ensure the relationship remains productive and beneficial.

Undertake fortnightly or monthly meetings with the offshore team to gather two way feedback on work undertaken by the offshore team.


Outsourcing back-office functions can bring significant benefits to organisations, but it requires planning, the right partner, and ongoing management.

By following these practical tips, organisations can reap the full benefits from outsourcing. To see more of the wide range of tasks you can outsource in your business, please click the link here


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