client quote on Executive workshop:

“Very good (workshop).  This was a great learning opportunity for me as a "newbie" to the outsourcing arena.”

SourcePoint Services include advisory, transaction and/or transition services providing a framework to expedite the outsourcing process for financial services providers while allowing them to choose the appropriate business model and partner for their needs. Our experience includes domestic and global software development, contact centers and business process outsourcing.

• Advisory services include a proven process methodology, business model knowledge, and templates for evaluation and scorecard materials, RFPs, financial evaluation and risk/reward models

• Transaction services include assistance from SourcePoint in overseeing and managing the RFP process, assistance in vendor selection and vendor negotiations.

• Transition and management services assist companies with planning and executing a smooth transition and can include an ongoing monitoring process.

• Executive workshops are workshops hosted on site at your company facility for your executive team.  The workshops include a comprehensive overview on outsourcing trends in your specific industry, key business models being deployed, case studies, overview of a "strategic roadmap" for approaching outsourcing, and interactive facilitated sessions with your executive team. 

Advisory Services

Based on our experience in the outsourcing arena, SourcePoint Partners has developed knowledgebase of information and numerous templates that quickly and cost-effectively guide insurance industry executives through the outsourcing process.  Our sourcing decision roadmap provides the framework for successfully executing on an initial sourcing evaluation. Our advisory services are structured around best practices developed from our experience base, and include the following types of assistance and tools:

Transaction Services

SourcePoint Partners can assist you in completing a sourcing transaction on a more timely basis and can help you evaluate risks and benefits more effectively. In advisory services, we discussed many of our tools that can streamline the process of the sourcing decision and that are required to lay the foundation for a successful transaction. In addition to advisory services, we also assist companies in the actual transaction process with vendor selection, actively managing the RFP process, providing evaluation tools to select vendor finalists, and assisting in the transaction itself. Our experience and background help you to reach a better solution, faster. Some of the tools we leverage in transaction services are outlined below:

 

Sourcing Business Model Review	Vendor Mapping	Vendor RFPs
Strategic Evaluation	Financial Evaluation	Vendor Scorecard
Transaction Assistance	Finalist Evaluation

Transition and Management Services

Once you have executed an outsourcing contract, we can provide oversight assistance to you in the transition planning and execution as well as assistance in the ongoing measurement and reviews of outsourced processes and provider performance.

Executive workshops

In order to help insurance companies explore outsourcing as a strategic business tool, SourcePoint Partners has developed a customized executive workshop for your senior team that can kick-start your evaluation of outsourcing to benefit your business.  The workshop includes two primary components - an educational overview session on outsourcing in the insurance industry and a facilitated session identifying key business drivers for your company and areas where outsourcing may strategically benefit your business.  The primary objective of the workshop is to educate the executive team within your organization on the possibilities, challenges and trends in using outsourcing and to create a roadmap for your business in pursuing outsourcing.

To obtain further details on our customized workshop offerings, please click here.