1 
SUCCESSFUL BPO 
THROUGH TECHNOLOGY 
ENABLEMENT 
TRANSFORMING COST CENTER INTO VALUE 
CENTER
2 
AGENDA 
THE CURRENT BPO LANDSCAPE 
ADDRESSING THE ISSUES OF BPO 
THE SHIFT TO ITES 
THE BENEFITS OF PROACTIVE IT ENABLEMENT 
THE IMPORTANCE OF A STRUCTURED APPROACH 
TAKING STRATEGIC ADVANTAGE OF THE BENEFITS
3 
THE CURRENT BPO LANDSCAPE 
What exactly IS process outsourcing, and what are the primary types? 
Types of Process Outsourcing Process Examples 
Standard BPO Customer Support, Technical Support, Marketing 
Non-Voice BPO Payroll, Data Entry, Quality Assurance 
KPO Accounting, Research, Content Development 
LPO Litigation Services, Contract & Business Services
4 
ADDRESSING THE ISSUES OF BPO 
Common Barriers to Entry Related Concerns 
Concerns Regarding Risk Lost time and resources into a failed implementation 
Concerns Regarding Quality Inaccurate deliverables and costly errors 
Concerns Regarding Loss of Control Knowledge gaps and inability to affect process change 
Concerns Regarding Cost Upfront capital investment and prolonging of ROI
5 
BPO IS AN OPERATIONAL 
TRAINWRECK & CANNOT 
BE SUCCESSFUL 
( or can it? )
6 
There is substantial concern among business 
managers surrounding the risk of the decision 
to implement a BPO solution. These concerns 
surround: 
• The potential for a failed implementation 
• Misdirected resources 
• Wasted time 
BPO BARRIERS TO ENTRY 
CONCERNS 
REGARDING RISK
7 
In addition, there is also concern surrounding the 
quality of work to be delivered by a BPO partner. 
These concerns include: 
• The quality of deliverables and processes 
• Added costs due to internal quality oversight 
• Financial repercussions due to inaccurate data 
BPO BARRIERS TO ENTRY 
CONCERNS 
REGARDING 
QUALITY
8 
A with many business managers, the thought 
of exporting components of their business is 
an uncomfortable thought. Among the 
concerns are: 
• Knowledge gaps within BPO employees 
• The inability to manage and affect 
process changes 
• The lack of day-to-day visibility into the 
process 
BPO BARRIERS TO ENTRY 
CONCERNS 
REGARDING LOSS OF 
CONTROL
9 
Not surprisingly, business managers are concerned 
with the financial outlay required to effectively 
implement a BPO program. Included within this 
concern are: 
• Concerns with large initial outlay and 
implementation expense 
• Concerns with the timeline for seeing 
substantial returns on investment 
• Concerns with ongoing program overhead 
BPO BARRIERS TO ENTRY 
CONCERNS 
REGARDING COST
As these concerns mount, the industry has focused 
on a technical and philosophical shift. Welcome to…. 
THE 
MOVEMENT 
TOWARDS IT 
ENABLEMENT 
10
11 
THE MOVEMENT TOWARD IT ENABLEMENT 
USHERS IN A NEW MENTALITY 
 Focus away from myopic cost reduction “outsourcing” and more 
toward opportunity realization 
 Shifts toward utilizing emerging technology and expertise for 
strategic growth rather than simply process support
12 
THE BENEFITS OF PROACTIVE IT ENABLEMENT 
Businesses stand to gain substantially through the enablement of technology: 
The Benefits Achieved By 
Increased Visibility Utilizing the web 
Retained Control Utilizing business rules 
Retained Accountability Utilizing roles & permissions 
Reduced Overhead Utilizing SLAs
13 
THROUGH TECHNOLOGY, EXISTING BPO CONCERNS 
ARE MINIMIZED OR ELIMINATED ALTOGETHER 
INCREASED 
VISIBILITY 
• Unlimited user licenses 
• Simultaneous access to data 
• Access from web-based devices 
• Knowledge transfer 
RETAINED CONTROL 
• Technology tailored to your 
business processes 
• Robust workflow capabilities 
• Robust business rules 
• Issue trackers 
RETAINED 
ACCOUNTABILITY 
• Role-based access 
• Detailed audit trails 
• Configurable to account for nuances and 
preferences across multiple departments
14 
THROUGH TECHNOLOGY, EXISTING BPO CONCERNS 
ARE MINIMIZED OR ELIMINATED ALTOGETHER 
RETAINED QUALITY 
• Uptime guarantees (99.985% uptime) 
• Data quality guarantees (99%+) 
• Performance-based SLA models 
REDUCED OVERHEAD 
• Elimination of data entry 
• Manual paper filing 
• Research tasks for other departments 
• Minimize vendor calls 
• Walking approvals 
• Exception handling
15 
 Research into open credits 
 Time spent on payment term negotiation 
 Monitor approvals to avoid missed discounts BECOMING A 
VALUE CENTER
16 
THE IMPORTANCE 
OF A STRUCTURED 
APPROACH 
“As organizations increasingly make outsourcing an 
integral part of their operations, a new breed of 
professionals skilled in the design, implementation 
and management of these complex business 
relationships has emerged.” 
Michael Corbett 
IAOP Chairman
17 
THE IMPORTANCE OF A STRUCTURED APPROACH 
1 2 3 4 
Establishment of 
Definition 
of Success 
Before embarking on any 
technical implementations, 
establish an agreed upon and 
clearly-defined measure of 
success, whether it be financial, 
operational, or both. 
Establishment of 
Governance 
Models 
Define a well-structured 
governance model to aide in the 
initial and ongoing ownership of 
accountability, controls, 
compliance and quality. 
Definition of 
Project 
Structures 
Invest the time in a detailed 
requirements gathering and 
project milestones. From there, 
the project can be properly and 
correctly staffed to meet the needs 
of the project. 
Needs 
Assessment 
Identity and address which 
processes are good candidates 
for outsourcing and which 
should remain in-house. Ensure 
that all stakeholders are 
consulted to provide a holistic 
needs assessment.
18 
THE IMPORTANCE OF A STRUCTURED APPROACH 
1 2 3 4 
Establishment of 
Definition 
of Success 
Before embarking on any 
technical implementations, 
establish an agreed upon and 
clearly-defined measure of 
success, whether it be financial, 
operational, or both. 
Establishment of 
Governance 
Models 
Define a well-structured 
governance model to aide in the 
initial and ongoing ownership of 
accountability, controls, 
compliance and quality. 
Definition of 
Project 
Structures 
Invest the time in a detailed 
requirements gathering and 
project milestones. From there, 
the project can be properly and 
correctly staffed to meet the needs 
of the project. 
Needs 
Assessment 
Identity and address which 
processes are good candidates 
for outsourcing and which 
should remain in-house. Ensure 
that all stakeholders are 
consulted to provide a holistic 
needs assessment.
19 
THE IMPORTANCE OF A STRUCTURED APPROACH 
1 2 3 4 
Establishment of 
Governance 
Models 
Define a well-structured 
governance model to aide in the 
initial and ongoing ownership of 
accountability, controls, 
compliance and quality. 
Definition of 
Project 
Structures 
Invest the time in a detailed 
requirements gathering and 
project milestones. From there, 
the project can be properly and 
correctly staffed to meet the needs 
of the project. 
Needs 
Assessment 
Identity and address which 
processes are good candidates 
for outsourcing and which 
should remain in-house. Ensure 
that all stakeholders are 
consulted to provide a holistic 
needs assessment. 
Establishment of 
Definition 
of Success 
Before embarking on any 
technical implementations, 
establish an agreed upon and 
clearly-defined measure of 
success, whether it be financial, 
operational, or both.
20 
THE IMPORTANCE OF A STRUCTURED APPROACH 
1 2 3 4 
Establishment of 
Definition 
of Success 
Before embarking on any 
technical implementations, 
establish an agreed upon and 
clearly-defined measure of 
success, whether it be financial, 
operational, or both. 
Needs 
Assessment 
Identity and address which 
processes are good candidates 
for outsourcing and which 
should remain in-house. Ensure 
that all stakeholders are 
consulted to provide a holistic 
needs assessment. 
Definition of 
Project 
Structures 
Invest the time in a detailed 
requirements gathering and 
project milestones. From there, 
the project can be properly and 
correctly staffed to meet the needs 
of the project. 
Establishment of 
Governance 
Models 
Define a well-structured 
governance model to aide in the 
initial and ongoing ownership of 
accountability, controls, 
compliance and quality.
21 
 Free management to focus on using internal 
resources strategically 
 Allocation of realized benefits to re-invest in 
key initiatives 
 Maintain positive internal workforce by 
reduction of laborious and tedious processes 
 Retain the desired levels of control and 
process visibility 
TAKING STRATEGIC 
ADVANTAGE OF 
THE BENEFITS
“THE NO. 1 ADVANTAGE OF 
OUTSOURCING EFFECTIVELY IS THE 
ABILITY TO FREE YOUR TIME TO 
CONCENTRATE ON MORE IMPORTANT 
ASPECTS OF BUSINESS OWNERSHIP.” 
Michael Corbett 
IAOP Chairman 
22
23 
Through a concentrated commitment to quality, efficiency and service, XTGlobal is proud 
to provide end-to-end technology solutions for companies large and small. Streamline AP 
and document processing workflows with our customized automation solutions. Reduce 
overhead and operational inefficiencies with our extensive business process outsourcing 
(BPO) services. Staff technical resources and projects with our IT staffing services, and 
leverage our roster of experienced developers to serve your custom technology needs. 
Enhance productivity, minimize process bottlenecks and right-size your technical 
resources, all while realizing dramatic cost savings to your organization. 
2701 Dallas Parkway, Suite 550 | Plano TX, 75093 | 866.446.2910 | 
www.xtglobal.com

Sucessful BPO Through Technology Enablement

  • 1.
    1 SUCCESSFUL BPO THROUGH TECHNOLOGY ENABLEMENT TRANSFORMING COST CENTER INTO VALUE CENTER
  • 2.
    2 AGENDA THECURRENT BPO LANDSCAPE ADDRESSING THE ISSUES OF BPO THE SHIFT TO ITES THE BENEFITS OF PROACTIVE IT ENABLEMENT THE IMPORTANCE OF A STRUCTURED APPROACH TAKING STRATEGIC ADVANTAGE OF THE BENEFITS
  • 3.
    3 THE CURRENTBPO LANDSCAPE What exactly IS process outsourcing, and what are the primary types? Types of Process Outsourcing Process Examples Standard BPO Customer Support, Technical Support, Marketing Non-Voice BPO Payroll, Data Entry, Quality Assurance KPO Accounting, Research, Content Development LPO Litigation Services, Contract & Business Services
  • 4.
    4 ADDRESSING THEISSUES OF BPO Common Barriers to Entry Related Concerns Concerns Regarding Risk Lost time and resources into a failed implementation Concerns Regarding Quality Inaccurate deliverables and costly errors Concerns Regarding Loss of Control Knowledge gaps and inability to affect process change Concerns Regarding Cost Upfront capital investment and prolonging of ROI
  • 5.
    5 BPO ISAN OPERATIONAL TRAINWRECK & CANNOT BE SUCCESSFUL ( or can it? )
  • 6.
    6 There issubstantial concern among business managers surrounding the risk of the decision to implement a BPO solution. These concerns surround: • The potential for a failed implementation • Misdirected resources • Wasted time BPO BARRIERS TO ENTRY CONCERNS REGARDING RISK
  • 7.
    7 In addition,there is also concern surrounding the quality of work to be delivered by a BPO partner. These concerns include: • The quality of deliverables and processes • Added costs due to internal quality oversight • Financial repercussions due to inaccurate data BPO BARRIERS TO ENTRY CONCERNS REGARDING QUALITY
  • 8.
    8 A withmany business managers, the thought of exporting components of their business is an uncomfortable thought. Among the concerns are: • Knowledge gaps within BPO employees • The inability to manage and affect process changes • The lack of day-to-day visibility into the process BPO BARRIERS TO ENTRY CONCERNS REGARDING LOSS OF CONTROL
  • 9.
    9 Not surprisingly,business managers are concerned with the financial outlay required to effectively implement a BPO program. Included within this concern are: • Concerns with large initial outlay and implementation expense • Concerns with the timeline for seeing substantial returns on investment • Concerns with ongoing program overhead BPO BARRIERS TO ENTRY CONCERNS REGARDING COST
  • 10.
    As these concernsmount, the industry has focused on a technical and philosophical shift. Welcome to…. THE MOVEMENT TOWARDS IT ENABLEMENT 10
  • 11.
    11 THE MOVEMENTTOWARD IT ENABLEMENT USHERS IN A NEW MENTALITY  Focus away from myopic cost reduction “outsourcing” and more toward opportunity realization  Shifts toward utilizing emerging technology and expertise for strategic growth rather than simply process support
  • 12.
    12 THE BENEFITSOF PROACTIVE IT ENABLEMENT Businesses stand to gain substantially through the enablement of technology: The Benefits Achieved By Increased Visibility Utilizing the web Retained Control Utilizing business rules Retained Accountability Utilizing roles & permissions Reduced Overhead Utilizing SLAs
  • 13.
    13 THROUGH TECHNOLOGY,EXISTING BPO CONCERNS ARE MINIMIZED OR ELIMINATED ALTOGETHER INCREASED VISIBILITY • Unlimited user licenses • Simultaneous access to data • Access from web-based devices • Knowledge transfer RETAINED CONTROL • Technology tailored to your business processes • Robust workflow capabilities • Robust business rules • Issue trackers RETAINED ACCOUNTABILITY • Role-based access • Detailed audit trails • Configurable to account for nuances and preferences across multiple departments
  • 14.
    14 THROUGH TECHNOLOGY,EXISTING BPO CONCERNS ARE MINIMIZED OR ELIMINATED ALTOGETHER RETAINED QUALITY • Uptime guarantees (99.985% uptime) • Data quality guarantees (99%+) • Performance-based SLA models REDUCED OVERHEAD • Elimination of data entry • Manual paper filing • Research tasks for other departments • Minimize vendor calls • Walking approvals • Exception handling
  • 15.
    15  Researchinto open credits  Time spent on payment term negotiation  Monitor approvals to avoid missed discounts BECOMING A VALUE CENTER
  • 16.
    16 THE IMPORTANCE OF A STRUCTURED APPROACH “As organizations increasingly make outsourcing an integral part of their operations, a new breed of professionals skilled in the design, implementation and management of these complex business relationships has emerged.” Michael Corbett IAOP Chairman
  • 17.
    17 THE IMPORTANCEOF A STRUCTURED APPROACH 1 2 3 4 Establishment of Definition of Success Before embarking on any technical implementations, establish an agreed upon and clearly-defined measure of success, whether it be financial, operational, or both. Establishment of Governance Models Define a well-structured governance model to aide in the initial and ongoing ownership of accountability, controls, compliance and quality. Definition of Project Structures Invest the time in a detailed requirements gathering and project milestones. From there, the project can be properly and correctly staffed to meet the needs of the project. Needs Assessment Identity and address which processes are good candidates for outsourcing and which should remain in-house. Ensure that all stakeholders are consulted to provide a holistic needs assessment.
  • 18.
    18 THE IMPORTANCEOF A STRUCTURED APPROACH 1 2 3 4 Establishment of Definition of Success Before embarking on any technical implementations, establish an agreed upon and clearly-defined measure of success, whether it be financial, operational, or both. Establishment of Governance Models Define a well-structured governance model to aide in the initial and ongoing ownership of accountability, controls, compliance and quality. Definition of Project Structures Invest the time in a detailed requirements gathering and project milestones. From there, the project can be properly and correctly staffed to meet the needs of the project. Needs Assessment Identity and address which processes are good candidates for outsourcing and which should remain in-house. Ensure that all stakeholders are consulted to provide a holistic needs assessment.
  • 19.
    19 THE IMPORTANCEOF A STRUCTURED APPROACH 1 2 3 4 Establishment of Governance Models Define a well-structured governance model to aide in the initial and ongoing ownership of accountability, controls, compliance and quality. Definition of Project Structures Invest the time in a detailed requirements gathering and project milestones. From there, the project can be properly and correctly staffed to meet the needs of the project. Needs Assessment Identity and address which processes are good candidates for outsourcing and which should remain in-house. Ensure that all stakeholders are consulted to provide a holistic needs assessment. Establishment of Definition of Success Before embarking on any technical implementations, establish an agreed upon and clearly-defined measure of success, whether it be financial, operational, or both.
  • 20.
    20 THE IMPORTANCEOF A STRUCTURED APPROACH 1 2 3 4 Establishment of Definition of Success Before embarking on any technical implementations, establish an agreed upon and clearly-defined measure of success, whether it be financial, operational, or both. Needs Assessment Identity and address which processes are good candidates for outsourcing and which should remain in-house. Ensure that all stakeholders are consulted to provide a holistic needs assessment. Definition of Project Structures Invest the time in a detailed requirements gathering and project milestones. From there, the project can be properly and correctly staffed to meet the needs of the project. Establishment of Governance Models Define a well-structured governance model to aide in the initial and ongoing ownership of accountability, controls, compliance and quality.
  • 21.
    21  Freemanagement to focus on using internal resources strategically  Allocation of realized benefits to re-invest in key initiatives  Maintain positive internal workforce by reduction of laborious and tedious processes  Retain the desired levels of control and process visibility TAKING STRATEGIC ADVANTAGE OF THE BENEFITS
  • 22.
    “THE NO. 1ADVANTAGE OF OUTSOURCING EFFECTIVELY IS THE ABILITY TO FREE YOUR TIME TO CONCENTRATE ON MORE IMPORTANT ASPECTS OF BUSINESS OWNERSHIP.” Michael Corbett IAOP Chairman 22
  • 23.
    23 Through aconcentrated commitment to quality, efficiency and service, XTGlobal is proud to provide end-to-end technology solutions for companies large and small. Streamline AP and document processing workflows with our customized automation solutions. Reduce overhead and operational inefficiencies with our extensive business process outsourcing (BPO) services. Staff technical resources and projects with our IT staffing services, and leverage our roster of experienced developers to serve your custom technology needs. Enhance productivity, minimize process bottlenecks and right-size your technical resources, all while realizing dramatic cost savings to your organization. 2701 Dallas Parkway, Suite 550 | Plano TX, 75093 | 866.446.2910 | www.xtglobal.com