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As the world keeps getting smaller due to fast-paced advances in technology, we can communicate with anybody in any given place and time.  Outsourcing can be a handy alternative to fill the essentials roles in a company. It can greatly benefit companies in terms of time savings, potential business growth, low costs, and increased work accomplishments. But the question is, what are those roles that you need to outsource?  


What Are The Roles You Need To Outsource?

It may depend on the requirements of different companies or industries on what roles they must outsource or hire as part-time employees. One way of determining which ones to outsource would be looking into the flow of work in a company. For example, suppose your professional accountants or bookkeepers are pushed beyond their workload. In that case, it’s high time for you to take advantage of outsourcing a qualified accounting team for support. And suppose your procurement department or Human Resource Department (HRD) has their hands full with excessive and prolonged customer service operations. In that case, It is time to seek help from outsourcing.   




Getting Started

Before anything else, necessary preparations for business adjustments are needed. Follow significant steps on how to make these adjustments in the company to avoid any disorganizations to occur. Below are the essential suggestions.


Clear documentation of the workflow – Having a clear illustration or chart in which the department or employee tasks and workload are shown from the start date to finish. You may also include the roles of each individual and the steps they took.


Explain the range of tasks – The next step would be to clarify specific functions of individuals in the company, so it will be easy to fill the gaps by utilizing outsourcing. It is also vital to communicate or relay information about shortcomings early on to create solutions in the shortest length of time possible.


Transparent relay of instructions – Training and seminars are quite time-consuming. Yet, these are also essential for the growth and improvement of the company. First, you must analyze the tasks assigned to come up with proper training programs. Vital materials in training must also be prepared, such as video presentations and written manuals. 


Place Key Performance Indicators – Ask the necessary “why” before going ahead with outsourcing. Set defined goals and KPIs and monitor them from time to time. Determine if the tasks are showing advantages for the company, diagnose if employees are happy with the given workload, and determine if there are improvements in the company. Prepare a monitoring strategy before you initiate outsourcing.


These are just the basics. There are more means of significant outsourcing company roles.


Pinpoint Which Roles to Outsource

Appropriately, it depends on the business and industry when it comes to outsourcing roles. It includes knowing how this specific role interacts with other individuals or teams in the company, its means of communication, whether it be personal or through communication platforms, like email, chat, or phone calls, the role’s efficiency if it would be remote or off-site.  


Most Common Company Outsourced Roles


Bookkeeping – The recording of financial transactions of a company. A crucial part of the accounting business process. It includes receipts, purchases, sales, and payments or liabilities. Bookkeepers are the ones who record the daily financial transactions of a business or company. Whether cash or credit, all information must be tracked in a ledger, cash books, etc. Accountants can create financial reports from this information recorded by the bookkeeper. 


CFOs – An executive responsible for managing the financial decisions of a company. A Chief Financial Officer‘s duties include tracking the flow of funds and financial planning. They analyze the company’s financial advantages and disadvantages and come up with strategies or required courses for action for a company to utilize.


Digital Marketing / Digital Marketer – A general specialist responsible for using digital channels to advertise brand names and build brand awareness for consumers. These include social media, search engine rankings, email marketing, company websites, online display ads, and corporate blogs. They also must use analytical strategies to identify weaknesses and look for ways to improve performances throughout specific channels. They are responsible for all of the company’s digital strategy. 




More common additional roles and responsibilities are listed below. 

  • Sales 

contact information gathering, appointment scheduling, etc.

  • Marketing  

advertising, campaigns, graphic designs, social media posting, etc.

  • Finance and accounting  

financial reports, taxation, bookkeeping, etc.

  • Administration 

customer services, appointment scheduling, telephone services, etc.

  • Legal  

research, document drafting, administrative support, etc.