Outsourcing Provider Tools


 Advisory  services  are  supported  by  four  types  of  tools:   Analytic;   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

  • Price-to-Win Modeling
  • Solution Pricing Model
  • Work Consolidation Modeling


Best Practices


Often Used For

  • Pursuit Planning & Mgmt
  • Services & Expertise Partnering
  • Unique Solution Design


Frameworks


Often Used For

  • Solution Roles & Workflows
  • Proposal Content & Format Examples
  • Due Diligence Work Streams


Templates


Often Used For

  • Solution Work Stream Reports
  • Proposal & Orals Work Plan
  • Current State Discovery


Tools by Advisory Services Areas


Planning & Managing the Outsourcing Pursuit


Tools Available for Purchase

Tools & Descriptions



  • RFP Data Evaluation: Evaluates the quality and completeness of released RFP current state information; enables rapid escalation of issues.  ♦♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Pursuit Team Management – Best Practices: Pursuit management insights, observations and recommendations: based on outsourcing experience, lessons learned and industry standards.  
  • First Week “Fast Start” Guide: Criteria and approach for defining and scheduling critical first week action items.   

Annual Single Use License Fee



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

Tools & Descriptions



  • Pursuit Team Roles & Workflow Graphic and written depiction of pursuit team objectives, roles & workflows.  ♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Pursuit Team RACI Chart: A matrix defining team roles & responsibilities by RACI terms & relationships. ♦♦
  • Kick-off & Recurring Meeting TemplateAn MS Office template set, including: agendas; logs – issues, action items, escalations; summaries – meetings, calls; reports – weekly status, reviews, budget; logistics – team info & calendar, document repositories, current work plan.  ♦♦
  • Pursuit Work Stream ReportMS Office template providing work stream transparency & owner accountability. ♦♦
  • Pursuit Team Work Plan: MS Office template set, defining: work streams; phases; activities; dependencies; linkages; timelines; milestones; roles; staffing – in a flexible Gannt format.  ♦♦♦

Annual Single Use License Fee



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

Solution Architecture Design & Implementation


Tools Available for Purchase

Tools & Descriptions



  • Price-to-Win Model: Arrives at target pricing for solution planning using: RFP data; benchmark metrics for work distribution, labor rates and productivity improvements; delivery and operating model scenarios; competitive insights.  ♦♦♦♦♦
  • Solution Pricing Model : Integrates individual work stream pricing model data; adds indirect costs (account management, governance, capital, etc.), contingencies; accounts for other factors such as synergies, financial engineering, etc.  ♦♦♦♦♦
  • Solution Design ComplianceMaps solution design scope and approach against RFP requirements, enabling rapid identification and resolution of any gaps.  ♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Solution Architecture – Best Practices: Solution architecture insights, observations and recommendations: based on outsourcing experience, lessons learned and industry standards.   
  • Integrating  Solution Work Streams – Best Practices: Recommendations for leveraging solution architecture as a both a guide and integration framework for creating APP, INFRA & BPO solutions, based on outsourcing experience, lessons learned and industry standards.   

Annual Single Use License Fee



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

Tools & Descriptions



  • Solution Architecture Roles & WorkflowGraphic & text representation of how solution architecture roles & activities should flow – from solution architecture design to creation & integration of individual solution work streams.   ♦♦♦
  • Solution Architecture Examples: Examples of Solution Architecture 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



  • Solution Architecture RACI ChartA matrix defining solution architecture design and implementation roles and responsibilities by RACI terms & relationships.  ♦♦
  • Solution Architecture Work Plan: A work plan template set for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status. ♦♦
  • Solution Architecture Work Stream Reportstemplates providing solution architecture work stream transparency & owner accountability. ♦♦
  • Solution Architecture Activity Reports: templates used by solution architecture activity owners, providing status transparency & accountability. ♦♦ 
  • Kick-off & Recurring Meeting Templates:  A meeting template set including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs.

Annual Single Use License Fee



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

Proposal/Presentation Design & Implementation


Tools Available for Purchase

Tools & Descriptions



  • Proposal Price-to-Win Model: Arrives at target pricing for commercial & solution planning using: RFP data; benchmark metrics for work distribution, labor rates and productivity improvements; delivery and operating model scenarios; competitive insights.  ♦♦♦♦♦
  • Proposal Content Compliance: Maps proposal content and against RFP submission requirements and any post-release additions or clarifications.   ♦♦♦
  • Presentation Content Compliance: Maps presentation content and narrative against submitted proposal & RFP orals requirements, enabling rapid GAP identification and resolution.   ♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Winning Proposals: Best Practices: Proposal design & implementation insights, observations and recommendations: based on outsourcing experience, lessons learned and industry standards.  
  • Proposal “Fast Start” Guide: Approach and methods for defining and scheduling critical first week action items for the proposal team.   ♦
  • Winning Presentations: Best Practices: PPT presentation design & implementation insights, observations and recommendations: based on lessons learned and industry standards.  
  • Presentation “Fast Start” Guide: Approach and methods for defining and scheduling important first week action items for the presentation team.  

Annual Single Use License Fee



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

Tools & Descriptions



  • Proposal Examples: Examples of RFP proposals with full, redacted, content – providing design, format, graphic and content guidance.  ♦♦♦♦
  • Presentation Examples: Examples of proposal PPTs with full, redacted, content – providing design, format, graphic and content guidance.
  • Proposal Workflow & Roles: Graphic and text depiction of proposal workflow roles, responsibilites & activities from work stream kickoff to final submission.  ♦♦♦
  • Presentation Workflow & Roles: Graphic and text depiction of proposal PPT workflow roles, responsibilites & activities from the downselect decision to the orals presentation.   ♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Proposal/Presentation RACI Charts: two RACI matrices; one defining proposal design-build roles & responsibilities, the other defining proposal PPT design-build-deliver roles & responsibilities; both utilizing RACI terms & relationships. Each priced separately.  ♦♦
  • Proposal /Presentation Work Stream Report: two MS Office template sets, one for proposals & the other for presentations; both providing work stream transparency & owner accountability. Each priced separately.   ♦♦
  • Proposal /Presentation Activity Report: two MS Office template sets, one for proposals & the other for presentations; both used by activity owners to provide status transparency & accountability.  Each priced separately.  ♦♦
  • Proposal/Presentation Kick-off &  Recurring Meeting Template: two meeting template sets, one for proposals & the other for presentations; both including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs. Each priced separately.  ♦♦
  • Proposal/Presentation Work Plans: two sets of work plan templates, one for proposals & the other for presentations; both defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status.Each priced separately.  ♦♦

Annual Single Use License Fee



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

Building Application, Infrastructure & BPO Solutions


Tools Available for Purchase

Tools & Descriptions



  • Price-to-Win Model for: Application; Infrastructure; BPO Services Solutions – this tool is customized for the different requirements of the three solution streams. Each of the three tools arrives at target solution using: RFP data; benchmark metrics for work distribution, labor rates and productivity; 3rd party pricing; technology & process transformation; dynamically modeled  solution scenarios; and competitive intelligence. Each priced separately.   ♦♦♦♦♦
  • Current State Cost Model for: Application; Infrastructure; BPO Services Solutions – this tool, customized for the three solution streams, models current costs using information (or assumptions) on such factors as: mgmt & operational headcounts; work volumes, locations & distributions; roles, labor rates & productivity; 3rd party costs; hardware & software costs. Each priced separately.    ♦♦♦♦♦
  • Future State Pricing Models for: Application; Infrastructure; BPO Services Solutions – this tool, customized for the three solution streams, models future state pricing guidance using information (or assumptions) on such solution factors as: direct/indirect operational headcounts; work volumes, locations & distributions; roles, labor rates; transformation, productivity & contingencies; 3rd party costs; hardware & software costs. Each priced separately.   ♦♦♦♦♦
  • Current State Analysis Tool for: Application; Infrastructure; BPO Services Solutions  – this tool, customized for the three solution streams, drives a rapid analysis of current state information, including such areas as: headcount types, numbers and locations; internal/external user-facing roles; work activities, process flows, volumes, locations & productivity metrics; applications, software systems, platforms, databases; hardware, network, storage, cloud. Each priced separately.  ♦♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Application; Infrastructure and BPO Services Solutions –  Best Practices – best practices for each of these three solution areas, based on outsourcing experience, lessons learned and industry standards. Each priced separately.  
  • BPO-ITES Solution Partnering – Best Practices: BPO-ITES (IT Enabled Services) solution partnering: insights and recommended principles; based on outsourcing experience, lessons learned and industry standards.  
  • Infrastructure Services & Technology – Solution Partnering Guide:  Infrastructure services and technology solution partnering: insights, observations and recommendations, based on outsourcing experience; lessons learned; industry benchmarks and standards.

Annual Single Use License Fee



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

Tools & Descriptions



  • Application; Infrastructure and BPO Solution Roles & WorkflowGraphic and text depiction of how roles, responsibilities and activities, customized for the three solution areas, should flow – from architectural design guidance, solution build and integration, to final proposal submission. Each priced separately.   ♦♦♦
  • Application; Infrastructure and BPO Solution Examplesexamples, covering application, infrastructure and BPO solutions, with full, redacted, content – providing design, format, graphics and content guidance.  Examples for each solution area priced separately.   ♦♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • RACI Charts – Application, Infrastructure and BPO Solution : matrices, customized for each of the three solution areas, which define end-to-end solution roles, responsibilities and work by RACI terms and relationships. Each solution RACI priced separately   ♦♦
  •  Work Stream Reports – Application, Infrastructure and BPO Solutions template set, customized for each of the solution areas, which provide work stream transparency & owner accountability to pursuit management. Each solution template set priced separately.  ♦♦
  • Activity Reports – Application, Infrastructure and BPO Solutions template set, customized for each of the solution areas, which provide work stream activity status & accountability to the work stream owner. Each solution template set priced separately.  ♦♦
  • Work Plans – Application, Infrastructure and BPO Solutions:  template set, customized for each of the solution areas, which cover work streams; phases; activities; dependencies; linkages; timelines; milestones; roles; staffing – in a Gannt format. Each solution template set priced separately.   ♦♦♦
  • Kick-off & Recurring Meeting Template: template set, customized for each of the three solution areas, which cover such areas as: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs. Each solution template set priced separately.  ♦♦♦

Annual Single Use License Fee



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

Developing Outsourcing Pursuit Opportunities


Tools Available for Purchase

Tools & Descriptions



  • Application Services Savings Model:  Instantly shows your client potential application services outsourcing savings – by modeling client-defined outsourcing scenarios and comparing costs against those for current operations.   ♦♦♦♦♦
  • Application Outsourcing Use Case Model:  Refines “Application Services Savings Model” outcomes; makes an application outsourcing business case through a more operational & cost savings analysis.   ♦♦♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Outsourcing Opportunity Discovery – Best Practices:  Outsourcing opportunity discovery: approaches; principles; methodologies, based on lessons learned, outsourcing sales experience and industry norms.  

Annual Single Use License Fee



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

Tools & Descriptions



  • Opportunity Development Roles & WorkflowGraphic and text depiction of how work tied to the outsourcing development cycle should flow through roles, responsibilities and activities.   ♦♦♦
  • Outsourcing Use Case Findings – Presentation Examples: Examples of use case presentations 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



  • Opportunity RACI Chart: A matrix, covering the development of outsourcing opportunities, defining team role/responsibilities by RACI terms & relationships. ♦♦
  • Kick-off & Recurring Meeting Template:  A meeting template set including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs.   ♦♦
  • Use Case Data Discovery Tool: Current state data capture tool, designed for minimal client collection effort, that provides use case modeling information – or, if unavailable, operational assumptions.  ♦♦
  • 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.  ♦♦
  • Opportunity Review Gates:  Templates for mgmt opportunity review gates, scheduled at regular intervals across the opportunity development life cycle. ♦♦♦

Annual Single Use License Fee



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

Due Diligence Design & Implementation


Tools Available for Purchase

Tools & Descriptions



  • Due Diligence Findings Analysis: Maps due diligence discovery findings against solution design modeling data and assumptions, enabling rapid GAP resolutions within the due diligence time frame.  ♦♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Client Site & Off-Site Due Diligence – Best Practices:  Team structure and approach; client relationship management; tools & methodologies – based upon lessons learned, outsourcing experience  & industry standards. ♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Due Diligence Roles & Workflow: Graphic representation of how due diligence roles – team & client – should flow from kick-off to final submission of findings.  ♦♦♦
  • Due Diligence Findings – Presentation Examples: Examples of due diligence presentations 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



  • Due Diligence RACI Chart:  A matrix which specifies due diligence team & client roles/responsibilities by RACI terminology & guidelines.  ♦♦
  • Kick-off & Recurring Meeting TemplateA series of work plan templates for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status.  ♦♦
  • Due Diligence Work Stream ReportMS Office template providing due diligence work stream transparency & owner accountability.  ♦♦
  • Due Diligence Activity ReportMS Office template set providing due diligence work stream activity status & accountability to the DD work stream owner.  ♦♦
  • Due Diligence Work Plan:  A series of MS Office templates for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work statuses.  ♦♦

Annual Single Use License Fee



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

Building the Delivery Performance Solution


Tools Available for Purchase

Tools & Descriptions



No Analytic tools are available  for this area.

Tools & Descriptions



  • Delivery Performance – Best Practices: Delivery performance solution insights, observations and recommendations; based on outsourcing experience, lessons learned and industry standards.  
  • Establishing Operating & Service Level Agreements – Best Practices:  Steps to scope, design & establish operating level agreements (OLA) and service level agreements (SLA), based upon outsourcing experience, lessons learned & industry standards.   

Annual Single Use License Fee



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

Tools & Descriptions



  • Performance Solution Roles & WorkflowGraphic and written depiction of performance solution roles, responsibilities, workflows & activities.   ♦♦♦
  • Performance Solution Examples:  Examples of delivery performance solutions, with full, redacted, content – providing design, format, graphic and content guidance.  ♦♦♦♦
  • Operating & Service Level Agreement Examples: Examples of operating & service level agreements, 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



  • Performance Solution RACI Chart: A matrix that covers end-to-end performance solution roles & responsibilities, according to RACI terms and relationships.   ♦♦
  • Performance Solution Work Stream Reports:  Templates that provide work stream transparency & owner accountability to team management.  ♦♦
  •  Performance Solution Activity Reports:  Templates that provide work stream activity status & accountability to the performance solution work stream owners.   ♦♦
  • Performance Solution Work Plan:  A work plan template set for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status.  ♦♦
  • Performance Solution Kick-off & Recurring Meeting Template:  A meeting template set with scope including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs. ♦♦

Annual Single Use License Fee



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

Transition Design & Implementation


Tools Available for Purchase

Tools & Descriptions



  • Work Consolidation Model:   Identifies, by such factors as: technology; platform, complexity & operational priority, transition work areas where critical mass & efficiency can be achieved. Consolidated work typically organized by prioritized transition waves.     ♦♦♦♦
  • Transition Pricing Model:  Models transition cost and pricing including: management; staffing; locations; work distribution; labor rates; timelines; overhead; expenses; capital costs & contingencies. Integrated with overall solution pricing model.  ♦♦♦♦♦

Annual Single Use License Fee



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

Tools & Descriptions



  • Principles of Effective Transitions:  Transition design& implementation approaches, objectives & priorities – based upon outsourcing experience, lessons learned & industry best practices.  
  • Principles of Client & Transition Team Collaboration:  Transition team/client collaboration & relationship mgmt: objectives, approach and methodologies – based upon lessons learned, outsourcing experience and industry standards.  

Annual Single Use License Fee



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

Tools & Descriptions



  • Transition Roles & Workflow:   Graphic and text representation of how transition roles (team & client POC), responsibilities, workflow and activities should proceed from contract award to client teady state sign-off.   ♦♦♦
  • Transition Solution Examples:  Examples of transition design and implementation, 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



  • Transition Current State Capture Template set for: documenting; classifying; analyzing and reporting all client organizational, operational and third party information within the solution scope.   ♦♦
  •  Transition RACI Chart:  A matrix that defines transition team role responsibilities by RACI terms & relationships.    ♦♦
  • Transition Kick-off & Recurring Meeting Template: Template set, including: agendas, on-going action items/statuses; escalation logs; meeting/call summations; work stream reporting; issue logs.   ♦♦
  • Transition Work Stream ReportsTemplates that provide work stream transparency & owner accountability to team management.  ♦♦
  • Transition Activity  ReportsTemplate set that provides work stream activity status & accountability to the work stream owner.  ♦♦
  • Transition Work Plan:  A series of workplan templates for: defining work, roles & timelines; displaying & managing work in a gannt format; monitoring and reporting work status.  ♦♦

Annual Single Use License Fee



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