Finance:Transition methodology

Transition methodology is the process of migrating knowledge, systems, and operating capabilities between an outsourcing environment to an in-house staff. Transition management starts with the preparation of the outsourced/offshore site to commence client operations through documenting the processes, training process executives to execute the processes, designing, procuring and deploying technology and bandwidth to access client systems as required and finally fulfill the SLA and contact parameters. The overall success of the outsourcing engagement is very much dependent on the effectiveness of the transition.

At an organizational level an outsourcing project would involve the tangible changes in structure, processes, technology, culture that the organization would go through to go from the current state to the desired future state. At the individual level, it would involve the process individuals to the new way of working.

Transition approach

Transition methodology typical employs a four-to-five phased approach, with each phase consisting of one or more tasks producing at least one deliverable and completion criteria that must be met in order to progress to the next phase. The milestones and deliverables produced by these tasks provide an ongoing quality review process that checks that the final product will meet expectations.

1. Discovery/Assessment
2. Solution Design/Planning
3. Testing & Pilot
4. Service Assumption
5. Steady State Turnover/Implementation

The transition team executes a formal hand-off to the steady state PMO and confirms that the service operations are stable and measure and report service performance. Ideally, the transition team remains engaged through the actualization period when service has stabilized. Once in the steady state, optimization efforts should commence to improve and adjust to changing business drivers.

See also

• Business process outsourcing (BPO)
• Engineering process outsourcing (EPO)
• Knowledge process outsourcing (KPO)
• Outsourcing
• Recruitment process outsourcing (RPO)

External links

• BCforward
• Charter BPO Solutions