Outsourcing Consulting Services
Consulting services are customized in a collaborative, six step process, giving clients transparency and control as services are defined. Control: each step has defined exit criteria and client review/approval gates. Transparency: clients go into the process with information on the steps, gates and exit criteria. The process ends with a statement of work (SOW) that clearly spells out: deliverables; terms; conditions and pricing.
As the name implies, the Inquiry step is where everything starts – typically with a conversation sparked by a customer’s email or phone call.
Discovery is where RiteSourced becomes familiar with the client’s situation and what outcomes the client expects the custom service to bring about. This step is not complete until the client is satisfied with our understanding of their situation and has approved the custom service design.
Propose is almost always an iterative step in which we provide service designs to the client for feedback, then respond with an revised version for additional comment. Service components may include – but aren’t limited to – tools, templates, collateral materials and interactive presentations. Service design scope covers: descriptive timelines of activities; roles; responsibilities; expected outcomes; deliverables and success metrics.
This step is the point at which a custom service proposal and price is presented to a client for review. The client, may approve or request final design revisions. In that case, the new design is accompanied with all associated price adjustments. This step is not completed until the client is satisfied, all questions are answered and final design and price approval has been given.
The agreement step is where a finalized understanding, in the form of a services agreement, for custom service specifications and pricing is presented to the client for signature.
Customized services delivery is scheduled with the client once the services agreement is signed and executed.