Requirement Analysis

Once you inquire with us, our sales person will get in touch with you and try to gauge your requirements. They would try to understand your business model, your objective in outsourcing and what kind of service you are looking at. This is also a time when we analyze our capacities, and identify areas that will need additional support. We come to a mutual agreement with you on what needs to be achieved and sign a non-disclosure agreement so that your security is maintained. All the details captured are then documented on a requirement template, which is sent to the account manager, who would be managing your project. Both the sales person and the account manager will be involved in the transitioning process.

Transitioning

Transitioning time is generally a training window where your virtual team gets better acquainted with your processes, and prepares a process document on your behalf. Usually, the training process is done via telephone and email. You can also choose to give us access to your systems and we can virtually view the processes done at your end. At this point, you would be mentoring and monitoring the tasks completed from our end. Training can be imparted either to the account manager, who would in turn, acquaint the accountants working on your project; or, you could choose to train the account managers and accountants simultaneously. The transitioning process typically lasts for about one week, depending on the scope of your project. Once we are acquainted with your processes, we make the necessary arrangements to update our processes to align with yours. Once this initial transitioning process is completed, TA is all set to be your extended financial team!

Tools

To keep the engagement moving smoothly, we have in place a few tools.

Process Manual

This helps both you and the team to document processes and thereby build clarity on what needs to be done. We take care to ensure that continuity is maintained so that anybody can pitch in anytime. Even in the case of a new person being assigned to your project, you need not concern yourself with the training and recruiting process. Being quite self-explanatory and well documented, the process manual ensures that the new person can pick up where the last person left off.

Control Points

Quality checks are systematically carried out by a quality supervisor against a predetermined set of parameters, ensuring accuracy and error-free processes.

Dashboards

Dashboards help you to gain an overview of the project and monitor it. It gives details along a set of control points that can then be analyzed to study the overall direction and progress of the project.

Activity sheets

Stemming from our sincere belief in accountability to clients, the activity sheet is a detailed log of the hours of work put in and the tasks accomplished by each member of your virtual team. Each member would typically put in about 40-42 hours of work per week.

Priority listings

The client prepares a list of tasks and sets a priority level against each. This ensures that both you and the team are in agreement about what needs to be done.