Managing Your Outsource Transition

Ensure solid execution of your outsourcing transition by managing common challenges.

• Process documentation:

  Documenting your sales tax processes will serve as a basis for knowledge transfer and a performance reference for your vendor

• Transition metrics:

  In addition to any contracted performance metrics, you should develop metrics specific to the transition process.  This will help identify risks that impact down-stream processes.

• Monitor vendor resources:

  Monitor vendor performance during the transition to ensure that contractual resource requirements, such as experience level and limited turnover, are met.   

• Plan for unexpected events:

  Prepare for unexpected transition challenges by assigning dedicated and experienced resources to ensure that root-causes can be identified and resolved, and the appropriate stake-holders are engaged as needed.

By identifying and addressing the potential challenges you can ensure the success of your outsourcing engagement.