Our Process
01. Need Evaluation
We start by thoroughly understanding your business requirements through a comprehensive needs assessment. This step allows us to identify specific challenges, goals, and operational gaps within your financial processes. By evaluating your current workflows and understanding your unique business landscape, we tailor our solutions to address your needs effectively and ensure the best fit for long-term success.
02. Service Level Evaluation
Once we have a clear understanding of your requirements, we formalize our commitment through a Service Level Agreement (SLA). This document outlines the scope of services, expected deliverables, performance metrics, and timelines to ensure transparency and mutual understanding. The SLA is designed to establish clear communication, define expectations, and ensure accountability throughout our engagement.
03. Onboarding & IT Set up
During this phase, we streamline the onboarding process by integrating our solutions with your existing systems. Our IT team ensures that the necessary tools, technologies, and software platforms are securely set up, allowing seamless access to data and collaboration. We prioritize data security and system compatibility to guarantee smooth operations from day one, ensuring your team faces minimal disruption during the transition.
04. Team Management &
Development
Once the setup is complete, our focus shifts to managing and developing a dedicated team for your business needs. We invest in continuous training and development to keep our team members up to date with industry best practices and technological advancements. This ensures that we provide optimal service while fostering growth and efficiency. Our team is regularly evaluated to ensure they are aligned with your goals and committed to driving your success.
03. Interview and
Evaluation
Conduct interviews with the selected candidates and provide your feedback. You are welcome to conduct multiple rounds of interviews to ensure a perfect fit. Our team undergoes prior assessments focusing on communication skills, technical proficiency, and time zone compatibility to minimize the risk of hiring mismatches.
Assessments: Should you wish to further evaluate a candidate’s potential, you can request a specific assessment, which the candidate will complete accordingly.
04. Selection & IT Set up
Step 1
After the interviews, carefully evaluate each candidate's performance, qualifications, experience, and cultural alignment with your organization. Select the candidate that best meets your expectations.
Step 2
Upon selection, confirm your choice, and we will facilitate the staff onboarding process. Both parties will sign a Service Level Agreement (SLA) to ensure confidentiality. Subsequently, we will initiate the necessary IT setup and access provisions. For IT setup, we recommend establishing a secure VPN connection, enabling the resource to operate within your secure environment without data leakage. Our IT team will assist you throughout this process to ensure a seamless onboarding experience.
05. Onboarding
Step 1
Manager and Supervisor Engagement – As the onboarding process begins, your management team will provide guidance and training to the offshore staff, with our supervisors offering support to facilitate smooth adaptation to their roles.
Step 2
Training and Knowledge Transfer – The offshore team will participate in various training activities, including live sessions and instructional videos, conducted by your team to foster a comprehensive understanding of their responsibilities.
Step 3
Familiarization with Processes and Client Tasks – It is essential for the offshore team to be well-acquainted with your firm's processes and strategies, ensuring clarity in the tasks they will undertake.
Step 4
Ongoing Review and Feedback – Throughout the onboarding phase, we will hold regular review meetings to assess the offshore team’s progress and identify areas for improvement. Constructive feedback will help them solidify their understanding of their roles.
This structured onboarding process ensures that offshore staff are well-prepared and equipped to contribute effectively to your organization’s objectives.
06. Team Management
and Development
We pride ourselves on being your collaborative partner throughout the offshoring process. Our dedicated Accounts Management team is available to assist you in managing and expanding your offshore team, whether it’s related to training, workflow management, or other operational aspects.
Replacement or Cancellation
You maintain the flexibility to replace staff members at any time. In the event that you no longer require a particular talent or encounter unforeseen challenges, you may terminate the arrangement with a one-month notice period.
Typically, onboarding the required talent takes approximately 2 to 3 weeks, depending on the specific skills needed.