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5 steps to successful small business outsourcing
1. 5 Steps To Successful
Small Business Outsourcing
By Gourab Nanda
Co-founder and CEO of MyBusinessAssistant
2. The Questions Most Small Business
Owners Ask
How can I develop an How to select the best
effective outsourcing outsourcing solution for
strategy? my business?
How to evaluate the Should I go for
complex web of options on-shore or off-shore
and vendors? solutions?
What services should I
outsource?
3. Step 1: Create A Wish List
This list of non-core tasks is
unique to you business
Involve your core team to
prepare the list
List activities that do not
require YOUR direct
expertise and time
4. Step 2: Prioritize Your List
How important is the task for your business?
How much time do you spend on those tasks?
Task Importance Time Spent Overall Priority
Customer
5 4 9 1
Support
Website
3 3 6 2
Maintenance
Bookkeeping 3 2 5 3
5. Step 3: Define Skill Sets
Task Skills Timing Special needs
Customer USA based agents with 24/7 support on phone Agents must be
Support good communication and email. Email qualified enough to
skills to respond to should be responded to understand our
customer issues within one hour product
Website Good creative skills for Anytime, anywhere as Should be able to
Maintenance design and expert level long as the work is work in sync with
PHP programming for done as per scope and online marketing
application schedule team
maintenance
Bookkeeping QuickBooks certified, Books must be up to Should be available
must understand e- date within the first for monthly phone
commerce business week of every month meetings to discuss
transactions for the previous month cash flow issues
6. Step 4: Budgeting
Roughly allocate money to your wish-list tasks
You may not share this estimate with the vendors
Task Monthly Spend
Customer Support $450
Website Maintenance $300
Bookkeeping $250
TOTAL $1,000
7. Step 5: Points To Consider During
Vendor Selection
Integration
• Vendor’s capability to work in sync with related teams
• E.g.: Web team should constantly coordinate with online marketing
team
Flexibility
• Vendor’s ability to cater to temporary/seasonal/business-specific
needs
• E.g.: Offering additional agents during an ad campaign
Scalability
• Vendor’s capacity to ramp-up as your business grows
• E.g.: Seamlessly adding more people when you acquire a new
customer and need additional support
8. Select What’s Best For Your Business
Share your wish list and points with potential
vendors
Listen to what each has to offer or suggest
Don’t jump to the lowest cost option
Be creative in your outsourcing strategy
Get the best of on-shore and off-shore services