the 4 simple rules for effective outsourcing, offshore - matt kesby

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The 4 Simple Rules for Eective Outsourcing Learning Series How How SME'S can apply the same tactics as the World’s most successful companies to outperform their competition

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The 4 Simple Rules for Effective Outsourcing

Learning Series

How How SME'S can apply the same tactics as the World’s most successful companies to outperform their competition

Outsource Offshore + Process Improvement IMPROVED RESULTS

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Common  Challenges  

1.  Increase  Revenue  2.  Improve  Customer  Service  3.  Decrease  Costs  

Execu@on  &  Behavioural  Change  Specialist  

Recruitment  Specialist  

Marke@ng  &  Global  Sales  Specialist  

Leading  Organisa@onal  Psychologist  

Telesales  &  Conference  Specialist  

4 Rules of Effective Outsourcing Offshore

The Core 4 Approaches

Strategic Workforce Example

4 Rules of Effective Outsourcing Offshore

The Core 4 Approaches

Strategic Workforce Example

1.  Begin  with  the  End  in  Mind          –  Get  clear  on  your  business  goals.    

 2.  Deconstruct  level  3  acAviAes        –  Zero  in  on  admin  &  repeatable  tasks.  

3.  SystemaAze  for  Scale        –  Checklists  and  documenta:on.  

4.  Talent  SelecAon  Criteria        –  Hire  like  a  pro.  Build  a  team.  

RULE #1

Get  Clear  on  Your  Business  Goal  

Begin with the end in mind

In  the  absence  of  clear  goals,    it  is  easy  to  make  poor  choices  

We  can  always  count  on  children’s  stories  for  powerful  messages  to  consider  as  adults…remember  Alice  in  Wonderland?  

“Would you please tell me which way I ought to go from here?”

“That depends a good deal on where you want to get to,” said the Cat

“I don’t much care where…” said Alice.

“Then it doesn’t matter which way you go,” said the Cat.

From  Alice’s  Adventures  in  Wonderland  

Let’s  consider  what  we  want  the  future  to  look  like,  before  making  rash  decisions  >>>  

“I am not a product of my circumstances. I am a product of my decisions.”

The  decision  to  increase  clarity  and  focus  on  the  direc@on  we  are  going  in  business  and  in  life,  guides  out  ability  to  obtain  the  results  we  desire.  

1.  Begin  with  the  End  in  Mind  –  Get  clear  on  your  business  goals     (VERB)  (Measure)  from  (X)  to  (Y)  by  (When)  

Increase  New  Client  Revenue  from  $4M  to  $5.2M  by  31/12/15  What  you  want  to  achieve  

Meet  with  5  NEW  clients  per  week    Send  out  “Hot  Offering”  to  25  Poten@al  New  clients  each  week    Contact  and  connect  with  >90%  of  New  Poten@al  clients  within  7  days  of  promo@on  being  sent  

How  you  are  going  to  get  there  

RULE #2 Deconstruct Level 3 Activities

2.  Deconstruct  Level  3  acAviAes  •  Mind  set  and  process  •  Understand  where  your  @me  is  going  and  make  a  change  •  The  Workforce  Produc@vity  Pyramid  

ACTION AUTOMATE DELEGATE DISCARD

Process  

Fear/concern  jobs  going  offshore  

Its  happening  through  automa@on    

Coles  

It  is  simply  too  easy  to  get  caught  doing  everything  your  self.  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Workforce    ProducAvity    Pyramid  

1.  High  Life@me  Value  

2.  HIGH  Dollar  per  hour  

3.  LOW  Dollar  per  hour  

4.  Zero  or  Nega@ve    Dollar  per  hour  

Exercise,    Health,  Educa@on,    

Building  rela@onships  

Ringing  the  cash  register  right  now,    talking  to  a  customer,  making  a  sale  

   

   Office  distrac@ons,  Surfing  the  internet,    

Gossiping,  worrying,  procras@na@ng,  unimportant  mee@ngs,  needless  interrup@ons,  low  priority  emails,  other  people’s  

minor  issues…  

Admin  in  nature,  busy  work,    organising,  repeatable  process  ac@vi@es,  customer  service,  marke@ng  execu@on  

More  @me  for  this  

Offshore  80%  of  low  dollars  value  work  for  AUD  8-­‐11hr  

AUD  1384  per  month  AUD  1903  per  month  

Turn  your  Pyramid                                    into                              the  Spear  Head  

1  

2  

4  

3  

1  

2  

4  

3  

1  

2  

4  

3  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Helping  businesses  to  scale,  drive  revenue,  profit  &  improve  business  processes  

Your  Local  in  Country  Resource  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

1  

2  

4  

3  

1  

2  

4  

3  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

1  

2  

4  3  

1  

2  

4  3  

1  

2  

4  3  

1  

2  

4  3  

1  

2  

4  3  

1  

2  

4  3  

Offshore  workforce  design  helping  local  teams    to  scale  producAvity  &  results  

Manager  

TEAM  

Team  Leader  

TEAM  

Team  Leader  

TEAM  

Team  Leader  

TEAM  

Team  Leader  

Manager  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

My    ProducAvity    Pyramid  

1.  High  Life@me  Value  

2.  HIGH  Dollar  per  hour  

3.  LOW  Dollar  per  hour  

4.  Zero  or  Nega@ve    Dollar  per  hour  

   

   

GOAL:  (VERB)  (Measure)  from  (X)  to  (Y)  by  (When)   E.g.  Increase  New  Client  Revenue  from  $4M  to  $5.2M  by  31/12/15  

Turn  your  Pyramid                                    into                              the  Spear  Head  

1  

2  

4  

3  

1  

2  

4  

3  

RULE #3 Systematise for Scale

Your  Logo  

Process  &  Standard  OperaAng  Procedures  

When  a  human  being  is  clear  on  the  desired  outcome,  they  are  able  to  proceed  to  deliver  the  desired  result.  This  in  turn  created  trust  and  credibility  between  team  members.    

Helping  you  to  Scale  your  Business  

Australia:  1300  725  236 Direct:  +61429  725  795 email:  mao@go-­‐va.com.au

Knowing  what  needs  to  be  achieved  is  one  thing,  knowing  how  to  do  it  without  being  dependent  on  others  is  a  totally  different  thing.  Access  our  Process  mapping  and  Standard  Opera:ng  Procedure  crea:on  services.    

Helping  you  to  Scale  your  Business  

Australia:  1300  725  236 Direct:  +61429  725  795 email:  mao@go-­‐va.com.au

Knowing  what  needs  to  be  achieved  is  one  thing,  knowing  how  to  do  it  without  being  dependent  on  others  is  a  totally  different  thing.  Access  our  Process  mapping  and  Standard  Opera:ng  Procedure  crea:on  services.    

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Simple  Example  

Research list

Attend Appointment

Send Letter

New Business Appointments

Send inmail

Phone Call

Send Calendar invite

Sales Person

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Simple  Example  

Research list

Attend Appointment

Send Letter

New Business Appointments

Send inmail

Phone Call

Send Calendar invite

Sales Person Sales Coordinator

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Simple  Example  

Research list

Attend Appointment

Send Letter

New Business Appointments

Send inmail

Phone Call

Send Calendar invite

Sales Person Sales Coordinator Researcher

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Simple  Example  

New Business Appointments

Step   Sales  Person   Sales  Coordinator   Researcher  

Research  List   Y  

Send  Leoer   Y  

Send  inmail   Y  

Phone  call   Y  

Send  calendar  invite   Y  

Aoend  appointment   Y  

RULE #4 Talent Selection Criteria

4.  Talent  SelecAon  Criteria   •  Distracted  by  $1.80  per  hour  Vs  $5  or  

$9    or  $11per  hour  

•  Don’t  confuse  Hourly  Rate  Vs  Output  

•  Use  tes@ng  based  on  specific  tasks  

•  Aim  high  –  go  for  the  same  standard  of  English  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

IntroducAons   Grace Sales Coordinator  EDUCATION  BS  Nursing  South  Western  University  

 BACKGROUND  

5  years  experience  as  a  Customer  Service  Agent    INTERESTS  

•  Music  •  Cooking  •  Watching  movies    Proud  Achievement/Out  of  my  comfort  zone  

•  Working  outside  of  my  home  country  

   

grace.sena@go-­‐va.com.au  SYD  (02)  9188  2077  BNE  (07)  3123  4832  

~$9/hr  

AUD13.66/hr  

AUD13.66/hr  

AUD13.66/hr  

4 Rules of Effective Outsourcing Offshore

The Core 4 Approaches

Strategic Workforce Example

The  Core  4  Approaches  

Work  from  home  freelancers  

Managed  OperaAons  

Business  Process  Outsourcing  &  Staff  

Leasing  

YOUR  COMPANY  IN  AN  OFFSHORE  LOCATION  

YOUR  COMPANY  

YOUR  COMPANY  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

RetenAon  &  Well  Being  –  Employee  Assistance  Program  

Every  month  we  will  host  your  team  members  at  a  team  building  ac:vity,  ten  pin  bowling,  zip  lining,  laser  tag  and  more.  AHer  the  monthly  event,  we  all  get  together  for  a  meal  and  hand  out  performance  awards  and  recogni:ons.  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

RetenAon  -­‐  Well  Being  –  Employee  Assistance  Program  

1300  725  236          mao@go-­‐va.com.au  

•  Well  being  Program  with  WFMS  eCheckin  daily  well  being  check  and  team  support  

•  Nurse  on  staff  during  shia  •  Performance  Coaching  from  Results  Coaches  to  help  

team  members  exceed  •  Monthly  retenAon  team  building  acAvity  &  ouAngs  •  Bonus  ac@vi@es  –  eg.  5min  booster  massages  •  Private  medical  insurance    •  Health  check  prior  to  employment  •  15  Days  holidays  Vs  5  days  by  local  law  •  Local  General  Manager  and  Results  Coach  to  care  for  

cultural    •  Above  industry  standard  salaries  

Managed  OperaAons  Our  Values        CARE          DRIVE            LEARN          EXECUTE          FIND-­‐A-­‐WAY  

Our  Mission:  To  help  businesses  to  scale  and  be  a  catalyst  for  people  to  exceed  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

JOIN  US  IN  CEBU  

FACTS:  •  4.65M  People  •  22  Universi@es  •  Medical  hub  for  The  Philippines  

•  The  office  is    •  30mins  from  Beaches  &  

5  Star  resorts    •  20  mins  from  Airport    

1300  725  236            mao@go-­‐va.com.au  

YOUR  NEXT  RETREAT  HERE  

4 Rules of Effective Outsourcing Offshore

The Core 4 Approaches

Strategic Workforce Example

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Helping  businesses  to  scale,  drive  revenue,  profit  &  improve  business  processes  

Your  Local  in  Country  Resource  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

Offshore  Virtual  

Assistants  

1  

2  

4  

3  

1  

2  

4  

3  

Sales  Process  Engineering  –  Example  

Prospect  

BDM  

Client  Target  List  

Sales  Process  Engineering  –  Example  

Prospect  

BDM  Sales  

Coordinator  for  

Qualifying  Prospects  to  

Leads  

Client  Client  Prospect  

BDM  

Client  Client  

Client   Target  List  

Target  List  

Sales  Process  Engineering  –  Example  

Prospect  

BDM   List  Builder  and  Data  miner  

Sales  Coordinator  

for  Qualifying  Prospects  to  

Leads  

Client  Client  Client  Client  Prospect  

BDM  

Client  Client  Client  Client  

Client  Target  List  

Target  List  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

WHAT  YOU  CAN  LOOK  FORWARD  TO      • New  team  members  dedicated  to  your  success  • How  to  put  technology  together  to  maximise  results  and  reduce  your  effort  • Increased  clarity  and  results  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

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MarkeAng  AutomaAon  –  Hubspot  Partner  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

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                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Vanilla  Soa  Partner  –  Best  Tool  for  Lead  Management  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Every  Month  -­‐  New  Content  &  Ideas  to  help  you  succeed    

Common  Challenges  

Outsource Offshore + Process Improvement IMPROVED RESULTS

1.  Increase  Revenue  2.  Improve  Customer  Service  3.  Decrease  Costs  

Execu@on  &  Behavioural  Change  Specialist  

Recruitment  Specialist  

Marke@ng  &  Global  Sales  Specialist  

Leading  Organisa@onal  Psychiatrist  

Telesales  &  Conference  Specialist  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Abundant  PosiAons  

Build  Your  Team  

Sales  Coordinators  

Mechanical  Engineer  

Bookkeeper  

Marke@ng  Coordinators  

Social  Media  

Manager  

Web  Designer  

Customer  Service  

Admin  

If    a  job  can  be  done  with  a  computer,  internet  connec:on  and  a  telephone,  then  there  are  college  graduates  ready  to  work  for  you  

Office  Admin  IT  Support  Sotware  Developers  App  Developers  Mechanical  Engineer  Electrical  Engineer  Recruitment  Assistants  Sales  Coordinators  Market  Researchers  Customer  Service  Agents  Accountants  SEO  Specialists  General  Virtual  Assistants  Graphic  Designers  Marke@ng  Coordinators  Video  Edi@ng…more      

AUD 9/hr

AUD 8/hr

AUD 7/hr

AUD 12/hr

AUD 8-10/hr

AUD 8-10/hr

AUD 8-11/hr

AUD 19/hr Office  Admin  IT  Support  Sotware  Developers  App  Developers  Mechanical  Engineer  Electrical  Engineer  Contracts  Administrators  CAD  drating    Recruitment  Assistants  Sales  Coordinators  Market  Researchers  Customer  Service  Agents  Accountants  SEO  Specialists  General  Virtual  Assistants  Graphic  Designers  Marke@ng  Coordinators  Video  Edi@ng…more      

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Transparent  Pricing  

*Please  note  –  salary  rates  may  vary  slightly  each  month  based  on  currency  conversions  Your  monthly  Managed  opera@on  of  $650  per  seat  will  not  be  impacted  by  currency  conversions  

Salaries  include  -­‐  All  local  taxes  -­‐  13th  month  contribu@on  -­‐  Monthly  reten@on  ac@vity  -­‐  Equivalent  of  one  month’s  pay  for  addi@onal  bonuses  -­‐  Private  medical  insurance  

Managed  Opera@ons   Employment  costs   TOTAL  excluding  sotware  +   =  

$756  per  month    ($4.37  per  hour)  

$1,451  per  month    ($8.39  per  hour)  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

Graphic  Design  with  Web  Dev.  Skills  

OPTION  1   OPTION  2   OPTION  3  Intermediate   Advanced  

AUSTRALIA  Year  1   Offshore  (Philippines)Yr1   Offshore  (Philippines)Yr1  Base  Hourly  rate    $43.45      $5.07      $9.16    Base  Salary   $90,000            $10,525.32          $19,016.16    Superannua@on   $8,550   $0   $0  Seat  &  Desk   $2,000   $0   $0  

Computer,  Technology,  Sotware   $4,500   $700   $700  

Office  rent   $5,700   $0   $0  

Worker  compensa@on   $0   $0  Payroll  Tax   $4,533   $0   $0  Recruitment   $2,500   $0   $0  Manged  Opera@ons   $8,340   $8,340  Total  Real  Cost   $117,783    $19,565.32      $28,056.16    Total  Monthly  Cost   $9,815.28           $1,630.44       $2,338.01  Total  Real  Hourly  Rate    $56.74      $9.26      $13.28    

SAVE               $98,217.68       $89,681.84  

1300  725  236            mao@go-­‐va.com.au  

Where  to  from  here?    Understanding  your  business.    Email:  mak@go-­‐va.com.au  

                                   1300  725  236                    Int’l            +61  2  8073  4631  

                             info@go-­‐va.com.au  

ShortlisAng  Service  –  for  Australia  go-­‐va.com.au/shortlist