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Introduction to Source 
Delivering positive outcomes for everybody involved in outsourcing 
July 2014 
© Source 2014 – Confidential
Source is revolutionising the sourcing advisory 
marketplace 
Source is a specialist independent advisory firm working with both customers and 
providers of outsourced services to make sure that outsourcing relationships 
deliver a positive outcome for everyone 
• The company was established 
to create something 
remarkable in the sourcing 
advisory marketplace and to 
stimulate the entire outsourcing 
industry to evolve 
• Our vision is to change the 
“brand” of outsourcing through 
our focus on positive outcomes 
for everyone 
• Our team of specialist advisors 
are selected for their energy, 
flexibility, curiosity and positive 
source.co.uk 
approach, as well as for their 
sourcing experience 
• We work throughout the 
sourcing lifecycle, from strategy 
development, through initiating 
a relationship, transitioning 
services and beyond 
• We are passionate about 
delivering positive outcomes 
from outsourcing 
Our vision is to change the 
‘brand’ of outsourcing
We work for a variety of large and well-known 
organisations across all market sectors 
source.co.uk
Source offers the full range of end-to-end sourcing 
advisory services 
We advise clients on ITO and BPO and other leading-edge areas of sourcing, using our innovative 
set of practical tools and services which cover the whole sourcing lifecycle 
source.co.uk 
Benchmarking 
Sourcing 
Assurance 
Niche 
Capabilities 
Supporting 
Capabilities 
M&A and Due 
Diligence 
Sourcing 
Negotiation 
Sourcing 
Strategy 
Sourcing 
Lifecycle 
Ongoing Sourcing 
Management 
Sourcing 
Implementation 
IT Outsourcing 
ERP Sourcing 
(SAP, Oracle, 
etc.) 
Industry- 
Specific BPO 
Back Office BPO 
F&A, HR & 
Procurement 
Legal Services 
Sourcing 
Robotic Process 
Automation 
Core 
Capabilities 
Engineering Services 
Outsourcing 
• We are advising on sourcing 
initiatives across all areas of ITO 
including ERP and SIAM 
• We are also supporting sourcing 
projects across all areas of back 
office and industry-specific BPO 
• We advise and support clients 
through all phases of the sourcing 
lifecycle – from sourcing strategy to 
ongoing sourcing management 
• We have a number of specific 
supporting services - including 
benchmarking, negotiation, due 
diligence and sourcing assurance 
• We are experts in several leading-edge 
areas of outsourcing such as 
robotic automation and legal services 
sourcing
Source supports its clients at every point throughout 
the sourcing lifecycle 
We look to remain involved from initial sourcing strategy right through to delivery of positive 
outcomes and expected benefits from the resulting sourcing relationships, as required 
Sourcing 
strategy 
+ Getting the right 
strategy in the first 
place is the best way 
to get the right 
outcome 
+ Source works with 
clients to understand 
what they have and 
what they want to 
achieve, and then set 
them off on the right 
path 
source.co.uk 
Provider 
engagement 
Sourcing 
Assurance, 
health checks & 
interventios 
Transition and 
provider 
management 
setup 
Exit and 
renewal 
support 
+ Finding the right 
provider with the 
right skills and fit 
to deliver the 
outcomes is 
essential, as is a 
robust contract 
tailored for the 
needs of both 
parties 
+ Transition is where 
the tone of the 
relationship is set 
and the direction 
of travel 
established 
+ Source supports 
customer and 
provider through 
transition to 
ensure that things 
get off on the right 
foot and there is 
the best possible 
likelihood of 
success 
+ One aspect of this 
is VMO design and 
setup 
+ When things are 
not going right, a 
Healthcheck can 
find out why and 
identify the best 
intervention to get 
things back on 
track 
+ Sourcing 
Assurance is a 
regular, ongoing 
‘steering hand’ 
designed to keep 
things on track 
once they are 
going in the right 
direction 
+ Preparing for exit 
can be fraught and 
complex. Source 
helps ensure that 
the job is done 
thoroughly while 
protecting 
relationships 
+ Renewal or 
renegotiation of a 
relationship gives 
an opportunity to 
capitalise on 
opportunities. We 
help maximise the 
outcomes
Positive Outcomes: an approach that begins with the end 
in mind 
Our approach is built around a robust set of tools and approaches that 
identify, qualify and deliver against a pre-defined set of positive 
outcomes 
source.co.uk 
why do we 
need to 
change? what scope is 
under 
consideration 
? 
how does 
the change 
need to 
happen? 
where 
should the 
services 
be 
delivered 
from? 
when should 
transition to 
the new 
service 
model 
happen? 
who will 
provide 
the 
services? how much 
value can 
be 
realised? 
Before we start working our 
customers on any project, we run 
a workshop based on our Positive 
Outcomes Approach to make 
sure that we understand exactly 
what it needs to deliver 
For any outsourcing initiative to 
work, everyone involved needs to 
understand a shared set of 
outcomes that they are working 
towards 
By taking the time to understand 
who affects, or is affected by any 
change and what is important to 
them, we can develop a set of 
shared objectives that deliver a 
positive outcome to everyone – 
creating a catalyst for change 
Communicating and tracking 
these Positive Outcomes through 
the entire life cycle helps to 
maintain momentum and energy 
towards achieving them 
We embed this philosophy in all 
of our tools, methodologies and 
ways of working 
Our team of Sourcerers are 
trained in the Positive Outcome 
Approach and values and pass 
that knowledge on to the teams 
that they work with during the 
engagement
We are not just an advisor – we achieve 
remarkable outcomes 
100% positive outcomes for our customers, leading to 100% repeat 
business 
• Winner of the National Outsourcing 
Association award for Outsourcing 
Advisor of the Year 2013 
• Recognised by our customers for our 
innovative commercial and alliance 
models incorporating new approaches 
to service incentivisation, governance 
and relationship management 
• Established ‘sourcing assurance’ to 
guarantee positive outcomes for 
customers and providers as a service 
line with supporting toolset 
• Developed and applied the 
“Hotsourcing” approach, reducing the 
sourcing process from 4-6 months to 
12 weeks or less - for both IT and 
business process projects – where 
appropriate 
• Delivered several major global 
sourcing transformations across ITO 
source.co.uk 
and BPO with significant associated 
savings of up to 50% 
• Provided coaching and mentoring 
services to all of our customers – 
leaving an enduring legacy of skills 
and knowledge 
• Draw on experience of over 250 IT 
benchmarks and 3 separate data 
sources to give a practical, actionable 
recommendations to improve IT 
• Sourced key staff for our customers – 
to replace ourselves and leave a 
positive legacy 
• Developed and established a Star 
Chamber SSRM programme in the UK 
to save in excess of £20m 
• Successfully transitioned multiple 
global service providers for Microsoft – 
described as the best transition in their 
history 
”Source comes with a 
bag of magic that 
simply delivers and 
delivers simply” 
Lauren Tennant, chairman of the 
National Outsourcing Association
Source is a new type of advisory firm. The 
outsourcing market has evolved over the 
years, while traditional models of sourcing 
advisory have lagged behind. Our new 
approach combines independent advice & 
expertise, practical support and hands-on 
training and our customers say that it is 
transforming the way in which they work 
with their strategic suppliers. 
Positive outcomes guaranteed 
We believe passionately that outsourcing or insourcing 
should have a positive impact on everyone involved 
Simplifying – just enough 
We don’t think that outsourcing has to be complicated. We 
understand why deals fail and we work hard to make sure 
that you succeed. 
No compromise on the truth 
We will only ever give you our honest, informed opinion. We 
will never say yes simply because it’s what you want to hear. 
Walking in your shoes 
We’ve been both buyers and customers of outsourced 
services – so we know how it feels and how we can help 
Reduce risk, increase success 
We will work with you over the lifetime of your sourcing deal, 
staking our reputation on making it successful

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20131204 source overview

  • 1. Introduction to Source Delivering positive outcomes for everybody involved in outsourcing July 2014 © Source 2014 – Confidential
  • 2. Source is revolutionising the sourcing advisory marketplace Source is a specialist independent advisory firm working with both customers and providers of outsourced services to make sure that outsourcing relationships deliver a positive outcome for everyone • The company was established to create something remarkable in the sourcing advisory marketplace and to stimulate the entire outsourcing industry to evolve • Our vision is to change the “brand” of outsourcing through our focus on positive outcomes for everyone • Our team of specialist advisors are selected for their energy, flexibility, curiosity and positive source.co.uk approach, as well as for their sourcing experience • We work throughout the sourcing lifecycle, from strategy development, through initiating a relationship, transitioning services and beyond • We are passionate about delivering positive outcomes from outsourcing Our vision is to change the ‘brand’ of outsourcing
  • 3. We work for a variety of large and well-known organisations across all market sectors source.co.uk
  • 4. Source offers the full range of end-to-end sourcing advisory services We advise clients on ITO and BPO and other leading-edge areas of sourcing, using our innovative set of practical tools and services which cover the whole sourcing lifecycle source.co.uk Benchmarking Sourcing Assurance Niche Capabilities Supporting Capabilities M&A and Due Diligence Sourcing Negotiation Sourcing Strategy Sourcing Lifecycle Ongoing Sourcing Management Sourcing Implementation IT Outsourcing ERP Sourcing (SAP, Oracle, etc.) Industry- Specific BPO Back Office BPO F&A, HR & Procurement Legal Services Sourcing Robotic Process Automation Core Capabilities Engineering Services Outsourcing • We are advising on sourcing initiatives across all areas of ITO including ERP and SIAM • We are also supporting sourcing projects across all areas of back office and industry-specific BPO • We advise and support clients through all phases of the sourcing lifecycle – from sourcing strategy to ongoing sourcing management • We have a number of specific supporting services - including benchmarking, negotiation, due diligence and sourcing assurance • We are experts in several leading-edge areas of outsourcing such as robotic automation and legal services sourcing
  • 5. Source supports its clients at every point throughout the sourcing lifecycle We look to remain involved from initial sourcing strategy right through to delivery of positive outcomes and expected benefits from the resulting sourcing relationships, as required Sourcing strategy + Getting the right strategy in the first place is the best way to get the right outcome + Source works with clients to understand what they have and what they want to achieve, and then set them off on the right path source.co.uk Provider engagement Sourcing Assurance, health checks & interventios Transition and provider management setup Exit and renewal support + Finding the right provider with the right skills and fit to deliver the outcomes is essential, as is a robust contract tailored for the needs of both parties + Transition is where the tone of the relationship is set and the direction of travel established + Source supports customer and provider through transition to ensure that things get off on the right foot and there is the best possible likelihood of success + One aspect of this is VMO design and setup + When things are not going right, a Healthcheck can find out why and identify the best intervention to get things back on track + Sourcing Assurance is a regular, ongoing ‘steering hand’ designed to keep things on track once they are going in the right direction + Preparing for exit can be fraught and complex. Source helps ensure that the job is done thoroughly while protecting relationships + Renewal or renegotiation of a relationship gives an opportunity to capitalise on opportunities. We help maximise the outcomes
  • 6. Positive Outcomes: an approach that begins with the end in mind Our approach is built around a robust set of tools and approaches that identify, qualify and deliver against a pre-defined set of positive outcomes source.co.uk why do we need to change? what scope is under consideration ? how does the change need to happen? where should the services be delivered from? when should transition to the new service model happen? who will provide the services? how much value can be realised? Before we start working our customers on any project, we run a workshop based on our Positive Outcomes Approach to make sure that we understand exactly what it needs to deliver For any outsourcing initiative to work, everyone involved needs to understand a shared set of outcomes that they are working towards By taking the time to understand who affects, or is affected by any change and what is important to them, we can develop a set of shared objectives that deliver a positive outcome to everyone – creating a catalyst for change Communicating and tracking these Positive Outcomes through the entire life cycle helps to maintain momentum and energy towards achieving them We embed this philosophy in all of our tools, methodologies and ways of working Our team of Sourcerers are trained in the Positive Outcome Approach and values and pass that knowledge on to the teams that they work with during the engagement
  • 7. We are not just an advisor – we achieve remarkable outcomes 100% positive outcomes for our customers, leading to 100% repeat business • Winner of the National Outsourcing Association award for Outsourcing Advisor of the Year 2013 • Recognised by our customers for our innovative commercial and alliance models incorporating new approaches to service incentivisation, governance and relationship management • Established ‘sourcing assurance’ to guarantee positive outcomes for customers and providers as a service line with supporting toolset • Developed and applied the “Hotsourcing” approach, reducing the sourcing process from 4-6 months to 12 weeks or less - for both IT and business process projects – where appropriate • Delivered several major global sourcing transformations across ITO source.co.uk and BPO with significant associated savings of up to 50% • Provided coaching and mentoring services to all of our customers – leaving an enduring legacy of skills and knowledge • Draw on experience of over 250 IT benchmarks and 3 separate data sources to give a practical, actionable recommendations to improve IT • Sourced key staff for our customers – to replace ourselves and leave a positive legacy • Developed and established a Star Chamber SSRM programme in the UK to save in excess of £20m • Successfully transitioned multiple global service providers for Microsoft – described as the best transition in their history ”Source comes with a bag of magic that simply delivers and delivers simply” Lauren Tennant, chairman of the National Outsourcing Association
  • 8. Source is a new type of advisory firm. The outsourcing market has evolved over the years, while traditional models of sourcing advisory have lagged behind. Our new approach combines independent advice & expertise, practical support and hands-on training and our customers say that it is transforming the way in which they work with their strategic suppliers. Positive outcomes guaranteed We believe passionately that outsourcing or insourcing should have a positive impact on everyone involved Simplifying – just enough We don’t think that outsourcing has to be complicated. We understand why deals fail and we work hard to make sure that you succeed. No compromise on the truth We will only ever give you our honest, informed opinion. We will never say yes simply because it’s what you want to hear. Walking in your shoes We’ve been both buyers and customers of outsourced services – so we know how it feels and how we can help Reduce risk, increase success We will work with you over the lifetime of your sourcing deal, staking our reputation on making it successful