Podcast
Questions and Answers
What is the primary advantage of having a mature process for the 'Lift and Shift' approach?
What is the primary advantage of having a mature process for the 'Lift and Shift' approach?
What is the main focus of the 'Re-engineer and Migrate' strategy compared to the 'Lift and Shift' approach?
What is the main focus of the 'Re-engineer and Migrate' strategy compared to the 'Lift and Shift' approach?
Why is it important to have a documented process for transferring operations to a service provider?
Why is it important to have a documented process for transferring operations to a service provider?
What does 'Re-engineer and Migrate' focus on improving before outsourcing to a service provider?
What does 'Re-engineer and Migrate' focus on improving before outsourcing to a service provider?
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What is a key benefit of the 'as is' basis process migration mentioned in the text?
What is a key benefit of the 'as is' basis process migration mentioned in the text?
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What does Transition Management refer to in the context of managing outsourcing transitions?
What does Transition Management refer to in the context of managing outsourcing transitions?
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What is a key responsibility of a Transition Manager in outsourcing transitions?
What is a key responsibility of a Transition Manager in outsourcing transitions?
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Why does a Transition Manager need to have strong project management skills?
Why does a Transition Manager need to have strong project management skills?
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What does the 'Lift and Shift' approach involve in outsourcing transitions?
What does the 'Lift and Shift' approach involve in outsourcing transitions?
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Why is having well-defined processes important when using the 'Lift and Shift' approach?
Why is having well-defined processes important when using the 'Lift and Shift' approach?
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Study Notes
Transition Management
- Refers to the process of implementing and executing the steps needed to move or transfer business processes from the client to the service provider after a BPO contract is signed.
Transition Manager
- Responsible for migrating the function or process from the client location or organization to the service provider or outsourcing organization.
- Requires strong project management skills, comfort in cross-cultural environments, and a thorough understanding of existing business and legal processes, as well as emerging technologies.
Transition Strategies & Knowledge Transfer Framework
Lift and Shift
- The most common methodology used when the process is mature.
- Involves moving a matured process from its current organization to a service provider.
- Requires a process to be:
- Well-defined with clear, step-by-step instructions.
- Completely documented with detailed manuals, checklists, or notes.
- Producing predictable results.
Why Lift and Shift is Ideal for Mature Processes
- Easier transfer due to well-documented processes.
- Reduced risk of mistakes during transition.
- Clear base for improvement and optimization.
Phases of Lift and Shift
- Move the current process to the service provider without changes.
- Stabilize the process.
- Re-engineer the process to achieve efficiency gain.
Items to Consider in Lift and Shift
- Process change should not affect process control points or output.
- Onshore approval of process changes is a good practice.
- Post-go-live reengineering requires major effort.
Advantages of Lift and Shift
- Easier training of the new team.
- Existing employees are available to support the process.
- Fresh perspective of the new team leads to process improvements and enhanced controls.
Re-engineer and Migrate
- Definition: Fundamentally rethinking and radically redesigning business processes to significantly improve key performance indicators.
- Difference from Lift and Shift: Involves making improvements or modifications to the process before outsourcing it to the service provider.
- Applicable when the process requires repair or is anticipated to undergo substantial alterations in the near future.
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Description
Test your knowledge on Transition Management in business process outsourcing (BPO) contracts. Learn about the process of moving processes from the client to the service provider and the responsibilities of a Transition Manager.
