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2. 2
Table
of Contents
System of an Organization
❑ Step 1- Establishing Requirements for Outsourcing
o Decide which Business Functions Are Primary & Supportive
o Decide which Business Functions to Outsource
o When to Outsource
❑ Step 2- Selecting Partners
o Outline Your Requirement for Outsourcing Business Activity
o Request for Proposal
o Evaluate Request for Proposal
o Finalize the Partners
o Roll Out the Implementation Plan
o Measure Partner Performance
❑ Step 3- Strengthening Partner Relationship
o Partner Relationship Improvement Strategy
Components of a Partner Strategy
Overall Partner Strategy
Partner Strategy Steps - Summary
3. System of an Organization
3
Supplier
s
Partners
Demand Delivery
❑ Quality Processes (Sales,
Finance, Operations, etc.)
❑ Enabling Technologies
❑ Culture
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4. Establishing Requirements for Outsourcing
Selecting Partners
Strengthening Partner Relationship
Components of a Partner Strategy
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6. Decide which business functions are Primary & Supportive
6
SupportActivitiesPrimaryActivities
After sales service ❑ Delivery, installation, repair, greeters, customer service focus
Firm
Infrastructure
❑ Management
❑ Finance
❑ Legal
❑ Planning
Human Resource
Management
❑ Professional
development
❑ Employee relations
❑ Performance appraisals
❑ Recruiting
❑ Competitive wages
❑ Training programs
Technology
Development
❑ Integrated supply
chain system
❑ Real time sales
information
Procurement
❑ Real time inventory
❑ Communication
with suppliers
❑ Purchase supplies
and materials
Marketing & Sales ❑ Pricing, communication, promotion, product based on community needs, low prices
Outbound Logistics ❑ Order processing, full delivery trucks
Operations ❑ Standardized model, access to real time sales & inventory system
Inbound Logistics ❑ Real time inbound inventory data, location of distribution facilities, trucks, material handling, warehouse
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7. DecideWhich Business Functions to Outsource
7
Scheduling, travel arrangements, data entry, typing Add text here
Cold Calls, Lead Generation Add text here
Bookkeeping, invoicing and accounts payable and
receivable, financial reporting, analysis and planning,
Tax Filing, Payroll processing
Add text here
Social Media Marketing, SEO Add text here
Blogs, Press Releases Add text here
consulting, modeling, AutoCAD designs, and
Sketches
Add text here
Employee acquisition and human resource functions
- advertising, screening suitable applicants and
checking references
Add text here
Litigation support, document review,
analysis/drafting, and legal documentation
Add text here
Order processing, cataloging, scanning, and indexing Add text here
Support Functions Potential Partners
Service
Data Entry
Human Resources
Marketing
Legal Services
Content Writing
Engineering
Accounting
Customer Support
Administrative
Yes/ No
8. 8
When to Outsource
Core business activities should be done in-house. Rest should be
outsourced so that it frees the management and employees from these
tasks and focus on core activities that generates income.
01
When it is not a core
business activity
When you lack the resources to expand operations and grow
company, one should outsource those tasks to partners that have
such resources.
02
Lack of Resources to
carry out that activity
Outsource tasks that cannot be performed best by local talent. Get
access to technologies and solutions that may not be readily
available in-house.
03
Get access to expert
talent/ technology
Save the costs of recruiting, training, and employee benefits by
outsourcing the work to a firm or partner.
04
Cost saving by
decreasing your expenses
10. 1. Outline your requirement for Outsourcing
Business Activity
10
Function
Recruitment Services
Employment
Branding Services
Consulting Services
❑ Talent sourcing (for contract, contract-to-hire, temporary or
permanent basis)
❑ Recruitment Campaigns
❑ Interviews
❑ Onboarding support
❑ Customized Recruitment Campaigns
❑ Craft corporate message
❑ Company oriented hiring and talent
development
❑ Business case development
❑ Change management
❑ Employee retention
❑ Career progression
Services
Example- Staffing Partner
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11. 2. Request for Proposal
11
Ref Functional Requirements Vendor Response
1. Self Service
1.1 Employee Self Service (ESS)
1.1.1 ESS – Basic Personal Tasks
1.1.1.1
Routine HR administration tasks such as changing home address, home or work telephone number, emergency contact details,
dependents, next of kin, marriage, name, births or adoptions
1.1.1.2 Administration for other (USA) life events e.g. changes in circumstances affecting benefits eligibility
1.1.1.3
Common information uploaded to existing databases e.g. work telephone number to telephone directories or work location to
organizational charts
1.1.1.4 View employee’s own employment history including salary & benefits details, promotions, dates, appraisals, training
1.1.1.5 Update company property located at employee’s home address or linked to employee
1.1.1.6 View HR information eg:
1.1.1.6.1 -Conditions of employment
1.1.1.6.2 -HR policies & procedures
1.1.1.6.3 -Employee information packs/handbooks
1.1.1.6.4 -Organisation charts
1.1.1.6.5 -Corporate policies on email, social media, blogging
1.1.1.6.6 -Management guidelines
1.1.1.6.7 -Guidance templates for changing personal information
1.1.2 ESS – Time & Attendance Tasks (also see section 5)
1.1.2.1 Manage time sheets, working times for activities or projects
1.1.2.2 Manage leave, PTO (paid time off) & other absences from work
1.1.3 ESS – Travel & Expenses Tasks (also see section 12)
Requirements Specification for: HR & Payroll Software
for < Organization name, city >
< Contact Name >
< Date >
< Reference Number >
Insert
Logo
Here
12. Ref Functional Requirements Vendor Response
2.Text Here
2.3 Sourcing Candidates
2.3.1 Candidate sourcing management
2.3.1.1 Support multiple candidate sourcing channels
2.3.1.2 Manage where vacancies are published
2.1.1.3 Configurable controls to ensure a consistent message across all sourcing channels
2.3.1.4
Configurable recruitment sourcing workflows – dependent on the channel of sourcing candidates, the desired process to fill a
vacancy
2.3.1.5 Published recruitment process with vacancy details
2.3.2 Web job boards
2.3.2.1 Vacancies advertised on corporate website, company career pages, intranet job boards & websites
2.3.2.2 Support mobile optimised web pages
2.3.2.3 Advertise vacancies on 3rd party job boards & recruitment websites
2.3.2.4 Links to major job boards e.g. – Monster, CareerBuilder, Indeed
2.3.2.5 Links to specialist jobs boards
2.3.2.6 Automated posting to jobs boards
2.3.2.7 Select jobs boards
2.3.2.8 Syndicate vacancy to multiple jobs boards
2.3.2.9 Easy change of job boards, job details, keywords, links
2.3.2.10 Highlight “featured” or critical job vacancies
2.3.2.11 Control posting start & end dates with automatic removal at end date
2.3.2.12 Support the use of mobile apps in sourcing candidates
2.3.2.13 Integrate with online videos
2.3.2.14
Online recruitment videos covering company, corporate culture, business operations, careers information & individual vacancy
details
2. Request for Proposal (contd…)
12
Requirements Specification for: HR & Payroll Software
for < Organization name, city >
< Contact Name >
< Date >
< Reference Number >
Insert
Logo
Here
13. 3. Evaluate Request for Proposal
13
Purchasing Software Proposal
Comparison
Vendor Proposal A Vendor Proposal B Vendor Proposal C
Text Here
Text Here FS FS FS
Text Here FS NS PE
Text Here FS FS FS
Text Here FS FS FS
Text Here FS NS FS
Text Here FS NS NS
Text Here FS FS PE
Use the “Enhancement Cost” column to quote an enhancement cost if “PE”
Response Instructions
Please respond with
FS – Fully Supported
NS – Not Supported
FE – Free Enhancement
PE – Paid Enhancement
CO – Configuration Option
RT – Reporting Tool
3P – 3rd Party Product
14. 4. Finalize the Partners
14
Business Requirements Necessity Vendor 1 Vendor 2 Vendor 3
General Requirements
Secure Web Access Must Have 1 1 3
Shared Calendars Functionality Must Have 2 1 3
Activity Planning & Tracking Must Have 1 3 3
Outlook Email Integration Must Have 1 2 1
Outlook Calendar Integration Must Have 1 1 1
AddText Here Must Have 1 3 2
AddText Here Must Have 2 1 3
AddText Here Must Have 1 3 3
AddText Here Must Have 1 2 1
AddText Here Must Have 1 1 1
AddText Here Must Have 1 3 2
Total = 13 Total = 21 Total = 23
15. 5. Roll Out the Implementation Plan
15
SaaS Implementation
Roadmap
Text here Text here
Text hereText here
Strategic Planning &
Vendor Selection
01
02
03 05
04 06
End user training &
Change management
program
16. 6. Measure Partner Performance
16
Actual sales YTD by
Quarter vs Target
Actual # of pipeline deals by
close date by Quarter vs Target
Actual $ pipeline by close
date by Quarter vs Target
Year-to-date sales achieved Vs
target set in the partner
business plan by quarter
Total quantity of pipeline deals
forecasted to close during this quarter
Vs business plan target
$ quantity of actual pipeline
expected to close by quarter Vs
business plan target
Partner Performance Scorecard
Quarters Target Actual
Jun - Aug $588,500 $1,018,233
Sep - Nov $658,750 $693,225
Dec - Feb $568,500 $630,890
Mar - May $538,750 $938,577
TY $2,354,500 $3,280,925
Quarters Target Actual
Jun - Aug 118 25
Sep - Nov 132 22
Dec - Feb 114 44
Mar - May 108 37
TY 472 128
Quarters Target Actual
Jun - Aug $2,354,000 $450,000
Sep - Nov $2,635,000 $3,200,000
Dec - Feb $2,274,000 $3,500,000
Mar - May $2,155,000 $410,000
TY $9,418,000 $7,560,000
0 100
20
10
30
40
80
90
70
6050
0 100
20
10
30
40
80
90
70
6050
0 100
20
10
30
40
80
90
70
6050
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18. Goals
Partner Relationship Improvement Strategy
18
Key Metrics 2018 2019 2020
Metric 1 $6m $8.6m $6.24m
Metric 2 67% 84% 90%
Metric 3 88% 90% 86%
Metric 4 4.6% 2.4% 3.6%
Baseline
Initiatives for
Partner Growth
All-in-one
Partner Portal
01.
New reseller price list
with product bundles
designed to help partners
drive more customer sales
Discounting
process for all
partners
Joint
marketing
programs
Partner training
program with
certifications and
sales enablement
Partner summits
featuring networking
and training
02. 03. 05.04. 06.
Improved
Referral Program
07.
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19. Overall Partner Strategy
19
Business Function Partners Goal Initiatives
Human
Resources
Logo Here Logo Here
Logo Here
500+ employees'
recruitment
❑ Text Here
❑ Text Here
❑ Text Here
Marketing
Logo Here Logo Here
Logo Here
30% Growth in Lead
Generation
❑ Text Here
❑ Text Here
❑ Text Here
Legal
Logo Here Logo Here
Logo Here
Save $500K in legal
cases
❑ Text Here
❑ Text Here
❑ Text Here
20. Partner Strategy Steps - Summary
20
01
Identify Partnership
Requirements
❑ Evaluate Partnership Spend
❑ Identify services for
outsourcing to save cost
❑ Analyze performance of
existing partners for cost
benefit and value
❑ Renew contracts with
profitable partners
02
Screen for Partner
Selection
❑ For new partnerships, roll
out RFP
❑ Score multiple partners to
select the best partners
03
Refine
Partnership Plan
❑ Go for bidding or auditions
to get best partnership
programs at best price
❑ For existing partnerships,
strengthen relationship and
discuss plans to improve
performance
❑ Negotiate with new
partners for maximum value
04
Execute Strategy
❑ Measure channel partners’
performance on key
metrics. Use scorecards
and matrix
❑ Plan incentives and
rewards for partner loyalty
❑ Work with partners to
resolve problem areas
❑ Create mutually agreed
targets and deadlines for
implementing initiatives
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23. Agenda
2323
Agenda
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Agenda
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Agenda
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Agenda
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01
02
03
04
24. 24
Company
Introduction
Target Audience
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Preferred Many
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We are Creative
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Value Clients
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25. Our Mission Vision Values
25
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capture your audience's attention.Values
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capture your audience's attention.Mission
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capture your audience's attention.Vision
26. Our Goals
26
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01
02
03
04
05
Text Here
Text Here
Text Here
Text Here
Text Here
28. Comparison
28
VS 70%
Female
85.654 user
30%
Male
75.534 user
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30. Pie Chart
30
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Text Here 55%
24%
17%
19%
31. Dashboard
31
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32. Linear Process
32
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01
Step
02
Step
03
Step
04
Step
33. Circular Process
33
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04
05 01
02
03
34. Roadmap
34
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01
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02
03
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35. Timeline
35
Start Finish
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2017
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2018
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2019
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2020