The Implementation Stage covers the activities required to take all ideas and intentions and develop them into a formal, planned outsourcing program and to make the transition to the outsourced service. Specifically these activities are: Defining the transition project Transferring staff, if applicable and Defining the Service Level Agreement (SLA).
An Implementation Schedule provides a framework and checklist for undertaking quality assurance on the implementation (transition) phase of a new outsourced program. Support is provided for the different modes of transition from vendor to vendor, client to vendor and vendor to client and the full scope of transition activity including both application and infrastructure as it applies to the scope of the outsourced program or service. It should be designed and used to help provide program assurance on the work being performed by a vendor and confirms proper transition, training and/or ownership of process, service and or system. It should not serve as a replacement for vendors methodology or plans for items included in the schedule or checklist. This more simply serves as a record of transition in all important aspects related to the HR service, process and or technology being implemented.
One of the key steps involved in outsourcing is the transfer of knowledge from your business to the partner company. They need to be trained in how your business operates and how to meet your expectations. Other companies may not use the same software, so it will be important to get them up to speed if they need to use in-house software such as your CRM and any other technology/tools that they will be required to use as part of the process.
Prepare a spreadsheet of ALL technology (i.e. systems, websites, tools, apps, programs, etc.) currently being used by HR, include start of usage date, scope (how and when they are utilized), owner (if applicable), users, cost (if applicable), a description of what it is, vendor contact info, as well as any other data points that are available/helpful. As you discontinue use of a technology component, leave it on the list; however, indicate its end usage date to indicate it is no longer an available resource. You can also use this to record those technology components that are on your list to evaluate and/or acquire in the future. This is not only a helpful resource day-to-day, but is very useful to have this information in one place when working with/educating partners.
This is a document that serves the purpose of identifying all components required to successfully compete the implementation and/or project plan, associated with the selection of a new vendor. Often this list will include who is responsible for said line item, customer (One of the key steps involved in outsourcing is the transfer of knowledge from your business to the partner company. They need to be trained in how your business operates and how to meet your expectations. Other companies may not use the same software, so it will be important to get them up to speed if they need to use in-house software such as your CRM.
Disclaimer: Although this resource toolkit has been composed with the utmost care, neither author nor editor nor publisher can accept any liability for damage caused by possible errors and or incompleteness in this publication. It is provided with the understanding that it should not replace the use of a (internal or hired) legal or accounting service where applicable and information may be changed or updated regularly to reflect the most popular opinions, as well as resources available.
