Vendor Sourcing & Selection

BPO, scoped by an advisor who has done it before.

Customer support, technical help desk, data entry, finance and accounting, HR. We scope the work, define the SLAs and place the partner.

20+ years placing multi-million-dollar BPO programs
Back-office team collaborating on process workflows
Analyst reviewing a back-office process map at a desk
Scope

The five BPO functions we scope most.

You pick the functions you want off your plate. We benchmark the market, draft the SLAs and place a partner who can run them.

  • Customer support outsourcing
  • Technical help desk
  • Data entry
  • Finance and accounting services
  • HR outsourcing
Client, 20-year relationship
“Tim managed our business partnership successfully, overseeing and growing our portfolio of services including inbound DTC sales, customer service and lead generation. As a challenging, seasonal client with unique business requirements, Tim was always innovative, flexible, and fair in creating solutions that provided cost effective programs for our changing business needs.”
Kevin Burns
Director, Customer Care ยท SunSetter Products
Where the work lands

Three BPO function areas.

Customer support

Inbound and outbound voice, email, chat, social, plus escalation paths back to your team.

Technical help desk

Tier-1 and tier-2 technical support with knowledge-base authoring and agent enablement.

Back office

Data entry, finance and accounting workflows, HR process outsourcing and QA support.

How we run it

From scope to signed BPO agreement.

Same four-step method as partner selection, tuned for multi-function BPO.

1

Discover

Function inventory, volume, seasonality and compliance frame.

2

Design

SLAs, KPIs and RFP tailored to each function.

3

Match

Shortlist from vetted BPO partners with proven function-specific delivery.

4

Launch

Transition plan, ramp schedule and QA cadence on day one.

Common questions

Buyers ask us these first about Business Process Outsourcing.

Nothing to you on a sourcing engagement. Our fee is paid by the BPO partner we place, based on the volume you send them. Consulting engagements have a free initial proposal so you see scope and price before you commit.
Partner selection typically runs six to twelve weeks end to end. Technology and CX consulting engagements can be as compact as one focused day, or as extended as a multi-month on-site.
Yes. We are independent. Any of the 3,500+ domestic and 8,000+ global centers in our network could be a match, so no single provider owns our recommendation.
Every partner shortlist and every technology recommendation is filtered through HIPAA (for PHI) and PCI-DSS (for card data) up front, informed by Tim's 20+ years on regulated payor and financial-services programs.
Book a first call:it is at no cost. Tim or a member of the advisory team will walk you through the engagement path and the questions we'll ask in discovery.
Take a function off your plate

Scope your first BPO function this month.

Send us the function and the volume. We come back with a benchmark and a shortlist.

Talk to an Advisor

No cost. One business day.