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