In a smaller environment transition is not a challenge.  It is often a day long process.  You get a scanner, an ISP connection and probably a “document management software”.  We would take care of the rest.

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

First, we set up the technology infrastructure:

• We would set up an internet virtual private network connectivity between our delivery center and your premises.
• You need to get firewalls installed at your end to make this connectivity secure and free from intrusion. (We already have firewalls installed at our end).
• You need to have arrangements to have all incoming documents scanned and uploaded into a server, preferably in a document management system. 
• We would test our ability to access your application systems and document management systems from our delivery center.  We would also test our ability to talk/chat with each other.

Next, we set up the workflow:

• We study and map all your processes, business rules, algorithms and measure current service levels
• We document the workflow for future (using the same processes), determine error handling routines, and escalation routines
• If you have a work flow management system in place, you need to get the revised workflow and rules updated into the work flow management system.  We can help.

Next, we set 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 set up an information process (delivered in spreadsheets or as digital dashboards accessible through private pages accessible with password in our corporate web site)

Next, we need to manage the training process for our process executives to acquire competence.

Next, we need to execute the transition in stages:

• Your executives work in your place with existing processes in existing system (we watch)
• Our executives work in your place with existing processes in existing system
• Our executives work in our place with existing processes in existing system
• Our executives work in our place with improved processes in existing system (if/when necessary)
• Our executives work in our place with improved processes in improved system (if/when necessary)

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