Outsourcing Customer Tools

Advisory  services  are  supported  by  four  types  of  tools:   Analytics;   Best Practices;   Frameworks  &  Templates.  Annual  tool  licenses  are  free  for  workshop  participants  or  by  individual  purchase  –  prices  are  shown  in  each  advisory  services  section  below  and  include  a  one  year  warranty   and  training  PowerPoint.

Tool Types

Analytics

Often Used For
  • Modeling Savings Scenarios
  • Scoring RFP Bid Submissions
  • Vendor Consolidation

Best Practices

Often Used For
  • Outsourcing Road Map
  • First Week “Fast Start” Guides
  • Selecting the Best Provider

Frameworks

Often Used For
  • RFP Design & Implementation
  • Bid Process Workflows
  • Provider Selection Review Gates

Templates

Often Used For
  • RFP & RFI Documents
  • Work Stream RACI Charts
  • Data Discovery & Capture

Tools by Advisory Services Areas

Creating a Successful Outsourcing RFP

Tool Licenses Available for Purchase

Tools & Descriptions


  • RFP Data Access Scorecard:  This tool surveys, evaluates & scores RFP data requirements against ease of availability or offsetting ability to substitute data with reliable working assumptions.  ♦♦♦♦
  • RFP Compliance Assessment:  Maps and assesses ongoing RFP content completion against RFP scope & content design requirements, enabling rapid identification & resolution of content planning & completion gaps. ♦♦♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • First Week “Fast Start” Guide:  Criteria and approach for defining and scheduling critical first week action items.  ♦
  • RFP Design and Implementation – Best Practices: Outsourcing RFP design & implementation guidelines and recommended approaches & practices, based upon outsourcing experience, lessons learned & industry standards. ♦
  • RFP Planning and Management – Best Practices:  Outsourcing RFP planning guidelines and management practices, based upon outsourcing experience, lessons learned and industry standards.  ♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • RFP Planning/Management Workflow & Roles: Graphic and text depiction of how RFP planning and management should proceed through workflows, roles and responsibilities.  ♦♦♦
  • RFP Design Workflow & Roles :  Graphic and text depiction of how RFP design activities should proceed through workflows, roles and responsibilities.   ♦♦♦
  • RFP Implementation Workflow & Roles:  Graphic and text depiction of how RFP implementation activities should proceed through workflows, roles and responsibilities.  ♦♦♦
  • Outsourcing RFP Example:  Outsourcing RFP examples with full, redacted, content – providing design, format, graphic and content guidance. ♦♦♦♦
  • RFP Design/Implementation Review Gate Example:  Example of RFP design & implementation review gates with full, redacted, content – providing design, format, graphic and content guidance. ♦♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • RFP Template:   Outsourcing RFP template, covering content scope, format and graphics – reflecting industry standards; for use in RFP design & implementation activities.  ♦♦
  • RFP Design/Write RACI Chart:  A RACI matrix that specifies outsourcing RFP design/implementation roles & responsibilities, according to RACI terms & relationships.  ♦♦
  • RFP Design/Write Work Plan:  A series of work plan templates for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status. ♦♦
  • RFP Planning/Managing Work Plan:  Templates for: RFP planning & managing work, timelines and issues at a leadership level; past review gate actions and upcoming activities; informational and compliance reporting at a leadership level. ♦♦
  • RFP Plan/Manage Work Stream Reports:  Template sets providing RFP planning & management work stream transparency & owner accountability at a leadership level. ♦♦
  • Kickoff and Recurring Meeting Template :   Meeting templates covering such items as: executive reporting; review gate agendas; key action items/statuses; critical issue logs.  ♦♦
  • RFP Design/Write Activity Reports: Template sets, providing RFP design & implementation work stream activity status & accountability to the respective work stream owners.  ♦♦
  • RFP Design/Write Work Stream Reports:  Template sets, providing RFP design & implementation work stream transparency & owner accountability to team management.   ♦♦
  • RFP Design & Write Review Gates:  Template set for RFP review gate activities, typically measuring outcomes against expectations with regard to: activities; outcomes; quality; timelines and issues.  ♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Using an RFP to Pick the Right Provider

Tool Licenses Available for Purchase

Tools & Descriptions


  • Bidder Evaluation Scorecard:  Scores bidder RFI (request for information)responses against RFI evaluation criteria, to establish an objective, competitive ranking of all RFP bid participants.  ♦♦♦♦♦
  • Bid Pricing Model : Creates a baseline context for evaluating – and challenging – bid prices by modeling a range of scenario-based bid prices based on such factors as: benchmark labor rates; productivity improvements over time; operating & delivery model options; work distribution & team structure tactics.   ♦♦♦♦♦
  • Bid Evaluation Scorecard: This tool scores factors, including: submission content; price & alternate pricing; vendor qualifications; terms & conditions, against defined evaluation and selection criteria.  ♦♦♦♦
  • Bid Compliance Scorecard:   Evaluates each submitted bid proposal against RFP requirements and determines a compliance and responsiveness score.   ♦♦♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • Request for Information (RFI) Design & Implementation – Best Practices: Request for Information (RFI) design & implementation: guidelines, principles and methodology, based upon bidder evaluation experience and industry standards.
  • Bid Process Planning & Implementation – Best Practices:  Bid process planning & implementation guidelines; principles & methodology – based upon outsourcing industry standards.  ♦
  • Bid Evaluation – Best Practices:  Design and implementation of evaluation criteria for bid proposals and PPT proposal oral presentations, based on outsourcing experience, lessons learned and industry standards.   ♦
  • Provider Selection – Best Practices:  Approach and methodology for selection of the winning provider bid, based on outsourcing provider experience, lessons learned and industry standards. ♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • Bid Evaluation/Provider Selection RACI Chart:  A matrix which specifies all bid evaluation and provider selection roles & responsibilities by RACI terminology & relationships.  ♦♦♦♦
  • Bid Process Planning & Implementation Workflow & Roles:  Graphic and text depiction of how bid process planning & implementation activities should proceed through workflows, roles and responsibilities.  ♦♦♦♦
  • RFI Design & Implementation Workflow & Roles:  Graphic and text depiction of how RFI design & implementation activities should proceed through workflows, roles and responsibilities.  ♦♦♦
  • Bid Process Implementation Roles & Workflows: Graphical representation of how consolidation implementation methodologies, roles and activities should flow through the team and bidding parties. ♦♦♦
  • Bid Evaluation & Provider Selection Workflow & Roles:  Graphic and text depiction of how bid evaluation and provider selection activities, covering submission proposals, oral presentations and final selection, should move through workflows, roles and responsibilities. ♦♦♦
  • Example of Provider RFI (Request for Information) Document :  Request for Information (RFI) from potential bidders: example with full, redacted, content – providing design, format, graphic and content guidance. ♦♦♦
  • Bid Process & RFI Review Gate Examples:  Examples covering the bid process and RFI review gates with full, redacted, content – providing design, format, graphic and content guidance. Each priced separately.  ♦♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • RFI and Bid Process RACI Chart:  A matrix which defines bidder RFI (request for information) and bid processes roles & responsibilities by RACI terms & relationships.  ♦♦
  • Bid Evaluation/Provider Selection RACI Chart:  A matrix which specifies all bid evaluation and provider selection roles & responsibilities by RACI terminology & relationships.  ♦♦
  • RFI Template: Template covering content scope, format and graphics, reflecting industry standards, for use in RFI design & implementation activities by both the internal team and the providers. ♦♦
  • RFI/Bid Process Work Plan:  Work plan templates for: defining RFI & bid process work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status
  • Bid Evaluation & Selection Work Plan:   Work plan templates for: defining bid evaluation and provider selection work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status.  ♦♦♦
  • Kick-off & Recurring Meeting Templates: Meeting templates including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs. ♦♦
  • Bid Process/RFI Work Activity Report: Two separate template sets, one providing activity status to Bid Process work stream owners, the other providing activity status to RFI work stream owners. Each priced separately.  ♦♦
  • Bid Process/RFI  Work Stream Report: Two separate template sets, one for Bid Process work streams, the other for RFI work streams- each providing work stream transparency & owner accountability to team management. Each priced separately.  ♦♦
  • Bid Evaluation and Provider Selection Activity Reports:  a single template set, providing bid evaluation and provider selection work stream activity status & accountability to respective work stream owners. ♦♦
  • Bid Evaluation and Provider Selection Work Stream Reports: a single template set, providing bid evaluation and provider selection work stream transparency & owner accountability to team management. ♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Improving Vendor Performance & Value

Tool Licenses Available for Purchase

Tools & Descriptions


  • Consolidation Savings Model:   Models a range of consolidation scenarios, applying varying consolidation criteria and approaches to the existing vendor/contractor landscape, to forecast a spectrum of potential consolidation savings.  ♦♦♦♦♦
  • Consolidation Use Case Model:  Refines the “Consolidation Savings Model” outcomes; makes a vendor/contractor consolidation consolidation business case through more granular operational & cost analysis and modeling.  ♦♦♦♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • Consolidation Design and Implementation Best Practices:  Vendor and contractor consolidation design/implementation guidelines, principles & methodology – based upon experience, lessons learned and industry standards.  ♦
  • Designing Integrated IT Governance & Operations Models – Best Practices:   Integrated IT governance& operational models: design principles and methodologies, based on global delivery experience, lessons learned and industry standards.  ♦
  • Principles for Establishing Operating Level & Service Level Agreements:   OLA & SLA design & implementation approach and methodologies, based on global delivery experience, lessons learned and industry standards.    ♦
  • Best Practices for Managing Multiple Vendors:   Multiple vendor governance design & implementation principles and methodologies, based on global delivery experience, lessons learned and industry standards. ♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • Consolidation Design & Implementation Workflow & Roles:  Graphic and text depiction of how consolidation design & implementation activities should proceed through workflows, roles and responsibilities.  ♦♦♦
  • Integrated IT Operating & Governance Models Workflow & Roles:  Graphic and text depiction of how integrated operating/governance model design & implementation should proceed through workflows, roles and responsibilities.  ♦♦♦
  • Service Level Design & Implementation Workflow & Roles:  Graphic and text depiction of how activities associated with the design & implementation of operating level & service level agreements should proceed through workflows, roles and responsibilities.   ♦♦♦
  • Vendor & Contractor Consolidation Example:  Example of vendor & contractor solution design with full, redacted, content – providing design, format, graphic and content guidance. ♦♦♦
  • Example of an Integrated Operating & Governance Model :  Example with full, redacted, content – providing design, format, graphic and content guidance. ♦♦♦♦
  • Operational Schema Example:  Example with full, redacted, content – providing design, format, graphic and content guidance. ♦♦♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • Consolidation RACI Chart:  A matrix which specifies all vendor & contractor consolidation roles & responsibilities by RACI terminology & relationships. ♦♦
  • Consolidation Use Case Data Capture:  Current state vendor/contractor data capture template that feeds the use case model with readily available information or high-level working assumptions. ♦♦
  • Consolidation Work Plan: Work plan templates for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status. ♦♦
  • Consolidation Kick-off & Recurring Meeting Template:  Meeting templates including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs. ♦♦
  • Consolidation Work Plan: Work plan templates for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status.  ♦♦
  • Consolidation Work Stream Reports:  Report templates providing vendor & contractor consolidation work stream transparency & owner accountability to team management. ♦♦
  • Consolidation Activity Reports:  Report templates, providing vendor & contractor consolidation work stream activity status & accountability to respective work stream owners.  ♦♦
  • Vendor Performance RACI Chart:  A matrix which specifies all vendor performance related roles & responsibilities by RACI terminology & relationships. ♦♦
  • Vendor Performance Work Plan:   A series of work plan templates for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status. ♦♦
  • Vendor Performance Kick-off & Recurring Meeting Docs:  Meeting templates including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs.
  • Vendor Performance Activity Reports:  Template sets, providing vendor performance work stream activity status & accountability to respective work stream owners. ♦♦
  • Vendor Performance Work Stream Reports:  Report templates, providing vendor performance work stream transparency & owner accountability to team management. ♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Discovering Additional Outsourcing Opportunities

Tool Licenses Available for Purchase

Tools & Descriptions


  • Application Outsourcing Savings Model:  Provides immediate savings feedback by modeling outsourced operational scenarios to contrast current application services costs against projected costs.  ♦♦♦♦♦
  • Application Outsourcing Use Case Model:   Refines the “Application Outsourcing Savings Model” outcomes; makes an outsourcing business case through more granular operational & cost analysis and modeling.   ♦♦♦♦♦
  • Application Services Consolidation Model: Identifies areas where economies of scale may be achieved by consolidating application service work by such factors as: location; technology; platform, complexity & operational priority.   ♦♦♦♦♦
  • Process Maturity Assessment:  Scores current process and governance maturity against industry standard evaluation criteria, to identify & assess any significant outsourcing complexity and risk.   ♦♦♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • Best Practices for Identifying Outsourcing Opportunities:  Outsourcing opportunity discovery: approaches; principles and methodologies. Based on: lessons learned; outsourcing models and global delivery experience; industry norms.  ♦
  • Principles for Building an Outsourcing Road Map:  Outsourcing road map design principles, objectives & approaches, based upon global delivery model experience and industry best practices.  ♦
  • Selecting the Right Outsourcing Model:  Steps for selecting and implementing the appropriate outsourcing model, based on: global account & delivery experience; lessons learned and industry standards.  ♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • Qualified Outsourcing Opportunities – Workflow & Roles:  Graphic and text depiction of how implementation of outsourcing opportunity discovery & qualification should proceed through workflows, roles and responsibilities.   ♦♦♦
  • Building an Outsourcing Road Map – Workflow & Roles: Graphic and text depiction of how building an outsourcing road map of qualified outsourcing opportunities should proceed through workflows, roles and responsibilities.   ♦♦♦
  • Use Case Presentation Example:  Example of an outsourcing use case presentation with full, redacted, content – providing design, format, graphic and content guidance.  ♦♦♦
  • Outsourcing Road Map Example:  Outsourcing road map example with full, redacted, content – providing design, format, graphic and content guidance.  ♦♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license

Tools & Descriptions


  • Use Case Data Discovery:  This current state data capture template, designed for minimal collection effort, provides required use case modeling information – or, if unavailable, documents operational assumptions.  ♦♦♦
  • Opportunity RACI Chart:  This matrix specifies team roles & responsibilities for outsourcing opportunity discovery and qualification – utilizing RACI relationships & terms. ♦♦
  • Outsourcing Opportunity Work Plan: A series of work plan templates for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status. ♦♦
  • Kick-off & Recurring Meeting Template:  meeting templates including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs. ♦♦
  • Outsourcing Opportunity Activity Report:  Report templates providing opportunity work stream activity status & accountability to respective work stream owners.   ♦♦
  • Outsourcing Opportunity Work Stream Report:  Report templates, providing outsourcing opportunity work stream transparency & owner accountability to team management.   ♦♦

Annual Single Use License Fee


  • ♦♦♦♦♦ $579
  • ♦♦♦♦   $359
  • ♦♦♦     $249
  • ♦♦       $199
  • ♦         $299 – permanent license