Frequently Asked Questions
Transition

Effecting a smooth, seamless handover

In a small environment, transition is not a challenge; it is often a day-long process. You need a scanner, an ISP connection and probably a “document management system”; we take care of the rest.

In a larger environment, transition requires expertise and experience and step-by-step orchestration:

Setting up the technology infrastructure:

• You ensure your network is protected by a firewall and connected to the internet.
• We set up virtual private network connections between your office and ours.
• You set up arrangements for all incoming documents to be scanned and uploaded into a server, preferably into a document management system (DMS).
• We test our ability to access your application systems and DMS from our delivery center.

Setting up the workflow:

• We study and map all your processes, business rules, algorithms and measure current service levels
• We document the workflow for the future (using the same processes), determine error handling routines, and escalation routines
• If you have a workflow management system in place, you need to update the revised workflow and rules on your system.  We’re happy to help.

Setting up the dashboards:

• We agree on process metrics (number of documents processed, number of manhours worked, number of errors, number of delays etc...) that we need to report on a daily, weekly or monthly basis.
• We agree on reporting formats, frequency and method.

Familiarizing ourselves with your processes:

• We get trained on your processes.
• We send senior professionals to get trained quickly.
• They then train our executives.

Executing the transition in stages:

(We follow world class project management practices and address the entire project life cycle for: planning, monitoring, reporting and review, risk management, escalation and resolution and communication (internal and with clients))