Deciding to outsource your transactional communications is a big deal. Whether in house or with a partner, the time and money you spend sending bills, statements, legal notices, and other transactional documents is significant. These pieces are an opportunity to deepen the relationship you have with your customer.
I recently read a post called “What and When You Should Not Outsource” on Outsourcing-Law.comand it caused me to focus on what Microdynamics does well in helping our clients transition to an outsourced partner.
The post says to never outsource core competencies. This advice makes sense — any business is best served by focusing time, money, and talent on what they do best and letting someone else handle secondary and tertiary functions.
When our clients transition from in-plant to outsourced transactional communications, they are recognizing their efforts should be focused on their business, not processes which can be handled more securely, efficiently, and economically by an outside partner. As a leader in outsourcing execution, we advise clients to:
- Find an experienced partner – Look for an outsourcing partner that has the breadth of experience and depth of knowledge your company needs.
- Plan the process in advance – Making a change can be stressful, documenting your transition plan well in advance will simplify the move to outsourcing.
- Involve subject matter experts in the process early and often – Spend time with the team members from your outsourcing provider to get a feel for their strengths and weaknesses.
- Consult with internal experts – Share the nuances of your business so your outsourcing provider can understand them all.
- Be nimble and agile – Challenge your organization to act like a small company when it comes to agility and decision making.
I’d love to hear about your experience outsourcing transactional communications, or any major function of your company. What went right? What went wrong? What was your decision process and how could your provider have made the transition easier for your organization?