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Effective Outsourcing – Practice and Procedures

Effective Outsourcing – Practice and Procedures

  • Author:
  • Publisher: Bloomsbury Professional (formerly Tottel Publishing)
  • ISBN: 9781845925178
  • Published In: December 2004
  • Format: Paperback + CD-ROM , 404 pages
  • Jurisdiction: U.K. ? Disclaimer:
    Countri(es) stated herein are used as reference only
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  • Description 
  • Contents 

Details

No matter what type of outsourcing procedure you're involved in, this handy book is a one-stop shop for practical help.

Effective Outsourcing gives the reader all the information needed to outsource successfully, even with limited financial, technical and legal resources.

Particular emphasis is placed on negotiating principles and practical management of the outsourcing process. Precedents are featured for a number of types of outsourcing and include useful schedule templates for IT, catering, business process outsourcing (BPO) and warehousing/logistics.

Laid out in an easy-to-follow format, this practical title ensures that relevant information is quickly and easily accessible.

This title also includes: all relevant processes and issues in just one volume; illustrative case studies; unique precedents and schedule templates; bullet lists; practical management of the outsourcing process.

  1. History and Trends in Outsourcing
  2. The Outsourcing Decision
    • a. Why outsource?
    • b. Key Objectives
      • i. Cost saving
      • ii. Individual Service Improvement
      • iii. Access to better procurement and consultancy
  3. The Outsourcing Process
    • a. Tendering
    • b. Establishing a Base Case
    • c. Making the outsourcing decision – Critical factors in how not to make the wrong decision
      • i. Too high expectations
      • ii. Poor Base Case
      • iii. The need for a Project Sponsor
      • iv. Too quick to contract
  4. Tendering
    • a. Principles of Tendering
      • i. Need for Tendering
      • ii. Public Procurement Rules
    • b. From in-house to outhouse
    • c. From existing contractor to new contractor
  5. The Negotiation Process
    • a. The need for tendering
    • b. Establishing a team
    • c. Establishing a negotiation strategy
    • d. Project Planning
    • e. Project leadership and Project Sponsorship
  6. The legal process
    • a. A document structure
    • b. A schedule structure
      • i. The importance of good schedules
      • ii. Who drafts the schedules? Lawyers or laymen?
    • c. A drafting responsibility structure
  7. The financial process
  8. Transfer of Assets
    • a. Valuation
    • b. Sale or Sale and Lease back?
  9. Taxation and VAT Issues applicable to key sectors
    • a. IT
    • b. Catering
    • c. [others to be developed]
  10. Overseas back office outsourcing
  11. Key Legal Areas
    • a. Transition
    • b. TUPE issues
      • i. Pre transfer
      • ii. Post Exit
    • c. Services
    • d. Service Levels and KPIs
    • e. Service Credits
    • f. Financial issues
      • i. Early exit
      • ii. Annual Budgeting
    • g. Liability
      • i. General
      • ii. Interaction between Service Credits and general liability
      • iii. Liability issues in particular sectors
      • iv. Warehousing and Logistics
    • h. Change Control
      • i. Key Personnel
    • j. Exit and Termination Issues
      • i. Planned Exits and Termination
        • 1. Migration
        • 2. Exit assistance
        • 3. Right to buy assets of contractor
      • ii. Unplanned Exits and Terminations
        • 1. Breach
        • 2. Frustration and Force Majeure
    • k. Service Improvement
      • i. What is Service Improvement?
      • ii. Typical problems and drafting issues
      • iii. Template
  12. Ongoing Performance Management
    • i. The need for a retained organisation
    • ii. Service and Performance Management and Monitoring
  13. Risk Management
    • i. Insurance issues
      • 1. Types of policy
      • 2. Double insurance
      • 3. Indemnity to Principals
      • 4. Subrogation

Precedents

  • 1. Front End terms for major categories of outsourcing
    • a. IT
    • b. Catering
    • c. Warehousing
  • 2. Schedule Templates for the same sorts of contracts in 1. above. With structures and illustrative wording
  • 3. Asset Transfer Agreement
  • 4. Joint Venture Structure for VAT saving JV for companies with low VAT recovery.

 

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