No Sacred Cows: 10 Best Practices for Supplier Consolidation

Jimit Arora

July 2010 | Document #ERI-2010-8-B-0454 | Research Brief
A multi-supplier approach to sourcing Application Development & Maintenance (ADM) has left buyers with too many relationships to manage and has degraded their ability to take advantages of volume. Don... | More

Strategic Partnerships: Procurement is Not Governance

Eric Simonson

July 2010 | Document #ERI-2010-8-B-0444 | Research Brief
Successful outsourcing requires constant oversight, management, and adaptation. Companies that go beyond transactional supplier governance will reap the benefits from a strategic partnership. This pap... | More

Capitalizing on CMMI - One Size Does Fit All

Ross Tisnovsky

July 2010 | Document #ERI-2010-4-B-0447 | Research Brief
CMMI level 5 certification has become a minimum criterion for advanced buyers of Application Development and Maintenance (ADM) services. While there is a solid argument that CMMI does not guarantee th... | More

Executive Perspectives - Transformational Outsourcing

Peter Bendor-Samuel, Marvin Newell

January 2010 | Document #ERI-2009-0-B-0392 | Research Brief
Over the last 10 years there has been a discernable decline in the number of outsourcing transactions over $250 million in total contract value. While the benefits of more focused, flexible, shorter-t... | More

CPM Braxis corporate supplier profile

December 2009 | Document #ERI-2009-5-SP-5049 | Other
Everest Research Institute's corporate supplier profiles provide an accurate, fact-based, and comprehensive snapshot of supplier capabilities. Each corporate profile is available in two formats - a si... | More

Master Service Agreement Toolkit

November 2009 | Document #EG-80-001 | Other
This Master Services Agreement document is designed to provide the buyers of outsourcing contracts a standard set of commonly used terms and conditions. The documents can be used as a guideline for l... | More

Statement of Work (SOW) & Service Level Toolkit - Contact Center

October 2009 | Document #EG-40-200 | Other
This Statement of Work & Service Level Specification document for Contact Center functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibili... | More

Data Collection Toolkit - Contact Center

October 2009 | Document #EG-10-200 | Other
The Contact Center data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in Contact Center functions. The data ... | More

The Hidden Costs and Complexity of Managing Multiple ADM Suppliers

H Karthik, Shyan Mukerjee, Eric Simonson

June 2009 | Document #ERI-2009-7-W-0344 | Whitepaper
Everest's analysis of the cost and complexity of managing multiple ADM suppliers and how buyers can benefit from limiting the number of suppliers in their portfolio. | More

Glossary of Key Outsourcing and Offshoring Industry Terms

May 2009 | Document #ERI-2009-0-O-0341 | Whitepaper
Find the definition you are looking for in the Glossary of Outsourcing and Offshoring Terms. | More

Price Benchmarking - How to Go Beyond the Tip of the Iceberg

Sarthak Brahma, Ross Tisnovsky

April 2009 | Document #ERI-2009-9-W-0334 | Whitepaper
Over the past two quarters, Everest has witnessed an increase in demand by buyers for price benchmarking outsourcing deals. This white paper looks at a hypothetical client situation modeled after mul... | More

Baseline-Business Case Toolkit for ADM & IT Infrastructure

April 2009 | Document #EG-35-600 | Other
This toolkit is an Excel workbook that provides a comprehensive framework for building a business case for the potential outsourcing of some or all Information Technology functions to include both Inf... | More

Managing Multiple Outsourcing Relationships

Eric Simonson

October 2008 | Document #ERI-2008-7-W-0237 | Whitepaper
Companies are facing increasing complexity from managing multiple suppliers and outsourcing efforts. Learn how companies can deal with these complexities. | More

Change Management Toolkit

September 2008 | Document #EG-70-000 | Other
This toolkit helps Buyer organizations understand what is required when conducting change management due to an outsourcing initiative. It also provides sample documents that can be leveraged as the st... | More

Data Collection Toolkit - Procurement

September 2008 | Document #EG-10-400 | Other
The Procurement data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in Procurement functions. The data coll... | More

RFP Toolkit

September 2008 | Document #EG-50-100 | Other
The RFP toolkit is designed to provider the buyers of outsourcing contracts a standardized approach to launch an RFP process to procure services. The tools and templates in the RFP toolkit serve as e... | More

Stakeholder Interview Toolkit - Procurement

September 2008 | Document #EG-15-400 | Other
This guide can be used by buyers of Procurement outsourcing services to interview senior management in their organization to assess key stakeholder alignment to Procurement sourcing initiative. The g... | More

Due Diligence Toolkit

September 2008 | Document #EG-25-000 | Other
The tools and templates in the Due Diligence toolkit serve as excellent starting points to quickly and effectively plan, organize, and prepare the buyer's internal resources for Due Diligence on ... | More

Transition Management Toolkit

September 2008 | Document #EG-85-000 | Other
The Transition Management toolkit is designed to enable organizations to understand different facets of the transition of services from the buyer to the supplier. The toolkit facilitates the design of... | More

Stakeholder Interview Toolkit - Contact Center

September 2008 | Document #EG-15-200 | Other
This guide can be used by buyers of Contact Center outsourcing services to interview senior management in their organization to assess key stakeholder alignment to Contact Center outsourcing initiati... | More

Statement of Work (SOW) & Service Level Toolkit - Procurement

August 2008 | Document #EG-40-400 | Other
This Statement of work & service level specification document for Procurement functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilitie... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - General Ledger

August 2008 | Document #EG-40-301 | Other
This Statement of Work & Service Level document for F&A General Ledger functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilit... | More

Risk Analysis Toolkit

August 2008 | Document #EG-20-000 | Other
This risk analysis toolkit is designed to provide the buyers of outsourcing contracts a standardized approach to analyze potential risks as well as create risk mitigation strategies. The toolkit expl... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Web Hosting

August 2008 | Document #EG-40-708 | Other
This Statement of Work & Service Level document for IT Infrastructure Web Hosting Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respons... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Compensation

August 2008 | Document #EG-40-501 | Other
This Statement of Work & Service Level document for HR Compensation functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities wit... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - SAP Hosting

August 2008 | Document #EG-40-707 | Other
This Statement of Work & Service Level document for IT Infrastructure SAP Hosting Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respons... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Voice Network

August 2008 | Document #EG-40-703 | Other
This Statement of Work & Service Level document for IT Infrastructure Voice Network Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respo... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Messaging

August 2008 | Document #EG-40-710 | Other
This Statement of Work & Service Level document for IT Infrastructure Messaging Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Mainframe

August 2008 | Document #EG-40-700 | Other
This Statement of Work & Service Level document for IT Infrastructure Mainframe Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Disaster Recovery

August 2008 | Document #EG-40-711 | Other
This Statement of Work & Service Level document for IT Infrastructure Disaster Recovery Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced r... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Desktop

August 2008 | Document #EG-40-705 | Other
This Statement of Work & Service Level document for IT Infrastructure Desktop Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibil... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Helpdesk

August 2008 | Document #EG-40-704 | Other
This Statement of Work & Service Level document for IT Infrastructure Helpdesk Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibi... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Data Network

August 2008 | Document #EG-40-702 | Other
This Statement of Work & Service Level document for IT Infrastructure Data Network Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respon... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Data Center

August 2008 | Document #EG-40-709 | Other
This Statement of Work & Service Level document for IT Infrastructure Data Center Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respons... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Common IT Services

August 2008 | Document #EG-40-706 | Other
This Statement of Work & Service Level document for IT Infrastructure Common IT Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - ADM - Application Maintenance

August 2008 | Document #EG-40-601 | Other
This Statement of Work & Service level document for IT ADM Application Maintenance functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respo... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Reporting

August 2008 | Document #EG-40-304 | Other
This Statement of Work & Service Level document for F&A Reporting functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities w... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Payroll

August 2008 | Document #EG-40-303 | Other
This Statement of Work & Service Level document for F&A Payroll functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities wit... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Electronic Scanning

August 2008 | Document #EG-40-307 | Other
This Statement of Work & Service Level document for F&A Electronic Scanning functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsi... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Fixed Assets

August 2008 | Document #EG-40-302 | Other
This Statement of Work & Service Level document for F&A Fixed Asset Management functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respo... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Compliance Unit

August 2008 | Document #EG-40-310 | Other
This Statement of Work & Service Level document for F&A Compliance Unit functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibili... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Cash & Banking

August 2008 | Document #EG-40-306 | Other
This Statement of Work & Service Level document for F&A Cash & Banking functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Accounts Receivable

August 2008 | Document #EG-40-308 | Other
This Statement of Work & Service Level document for F&A Account Receivable functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsib... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Billing

August 2008 | Document #EG-40-300 | Other
This Statement of Work & Service Level document for F&A Billing functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities wit... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Accounts Payable & Travel Expense

August 2008 | Document #EG-40-305 | Other
This Statement of Work & Service Level document for F&A Account Payable & Travel Expense functions is designed to provide the buyers of outsourcing contracts a standard set of commonly ou... | More

Governance Toolkit

August 2008 | Document #EG-90-000 | Other
This toolkit helps organizations understand what governance is in an outsourcing deal and facilitates the design process of the governance structure for a Buyer's organization. It also provides s... | More

Negotiation Toolkit

August 2008 | Document #EG-60-000 | Other
This toolkit is a series of presentations, forms, and frameworks providing an overview of the critical processes, methodologies, and logistics necessary to complete a successful interest-based negotia... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Learning & Development

August 2008 | Document #EG-40-509 | Other
This Statement of Work & Service Level document for HR Learning & Development service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsource... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Recruiting

August 2008 | Document #EG-40-512 | Other
This Statement of Work & Service Level document for HR Recruiting functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities withi... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - HRIT

August 2008 | Document #EG-40-508 | Other
This Statement of Work & Service Level document for HR HRIT functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities within the ... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - General Mobility

August 2008 | Document #EG-40-507 | Other
This Statement of Work & Service Level document for HR Global Mobility functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities ... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Benefit Administration

August 2008 | Document #EG-40-500 | Other
This Statement of Work & Service Level document for HR Benefit Administration functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibi... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Employee Data Management

August 2008 | Document #EG-40-506 | Other
This Statement of Work & Service Level document for HR Employee Database Management functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced resp... | More

Statement of Work (SOW) & Service Level Toolkit - Finance & Accounting - Payroll Tax

August 2008 | Document #EG-40-309 | Other
This Statement of Work & Service Level document for F&A Payroll Tax functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Payroll

August 2008 | Document #EG-40-510 | Other
This Statement of Work & Service Level document for HR Payroll service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities ... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Defined Benefits

August 2008 | Document #EG-40-503 | Other
This Statement of Work & Service Level document for HR Defined Benefits service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsi... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Defined Contribution

August 2008 | Document #EG-40-504 | Other
This Statement of Work & Service Level document for HR Defined Contributions service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced res... | More

Statement of Work (SOW) & Service Level Toolkit - IT Infrastructure - Midrange

August 2008 | Document #EG-40-701 | Other
This Statement of Work & Service Level document for IT Infrastructure Midrange Services is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibi... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Performance Management

August 2008 | Document #EG-40-511 | Other
This Statement of Work & Service Level document for HR Performance Management functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibi... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Relocation

August 2008 | Document #EG-40-505 | Other
This Statement of Work & Service Level document for HR Relocation service functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibiliti... | More

Statement of Work (SOW) & Service Level Toolkit - Human Resources - Contact Center

August 2008 | Document #EG-40-502 | Other
This Statement of Work & Service Level document for HR Contact Center functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced responsibilities w... | More

Statement of Work (SOW) & Service Level Toolkit - ADM - Application Development

August 2008 | Document #EG-40-600 | Other
This Statement of Work & Service Level document for IT ADM Application Development functions is designed to provide the buyers of outsourcing contracts a standard set of commonly outsourced respo... | More

Pricing Approach Toolkit - Contact Center

July 2008 | Document #EG-30-200 | Other
This multi-tabbed spreadsheet is a template that can be used to gather pricing inputs from suppliers for Contact Center outsourcing situations. The template facilitates evaluation and comparison of m... | More

Data Collection Toolkit - Human Resources

July 2008 | Document #EG-10-500 | Other
The HR data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in human resources functions. The data collected... | More

Pricing Approach Toolkit - Procurement

July 2008 | Document #EG-30-400 | Other
This template can be used to gather unit based pricing inputs from Suppliers for Procurement outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, identifi... | More

Pricing Approach Toolkit - Finance & Accounting

July 2008 | Document #EG-30-300 | Other
This template can be used to gather unit based pricing inputs from suppliers for F&A outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, identifies impac... | More

Data Collection Toolkit - Application Development & Maintenance (ADM)

July 2008 | Document #EG-10-600 | Other
The IT ADM data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in IT Application & Development functions... | More

Data Collection Toolkit - IT Infrastructure

July 2008 | Document #EG-10-700 | Other
The IT Infrastructure data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in IT Infrastructure functions. T... | More

Data Collection Toolkit - Finance & Accounting

July 2008 | Document #EG-10-300 | Other
The F&A data collection template is designed to provide the buyers of outsourcing contracts a standardized approach to collect existing operation data in finance and accounting functions. The da... | More

Pricing Approach Toolkit - Human Resources

July 2008 | Document #EG-30-500 | Other
This template can be used to gather unit based pricing inputs from suppliers for HR outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, identifies impact... | More

Pricing Approach Toolkit - Applications Development Maintenance (ADM)

July 2008 | Document #EG-30-600 | Other
This template can be used to gather unit based pricing inputs from suppliers for IT ADM outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, identifies im... | More

Pricing Approach Toolkit - IT Infrastructure

July 2008 | Document #EG-30-700 | Other
This template can be used to gather unit based pricing inputs from suppliers for IT Infrastructure outsourcing situations. The template facilitates evaluation and comparison of multiple suppliers, id... | More

Stakeholder Interview Toolkit - Finance & Accounting

July 2008 | Document #EG-15-300 | Other
This guide can be used by buyers of F&A outsourcing services to interview senior management in their organization to assess key stakeholder alignment to F&A sourcing initiative. The guide det... | More

Stakeholder Interview Toolkit - Human Resources

July 2008 | Document #EG-15-500 | Other
This guide can be used by buyers of HR outsourcing services to interview senior management in their organization to assess key stakeholder alignment to HR sourcing initiative. The guide details list ... | More

Stakeholder Interview Toolkit - Applications Development Maintenace (ADM)

July 2008 | Document #EG-15-600 | Other
This guide can be used by buyers of IT ADM outsourcing services to interview senior management in their organization to assess key stakeholder alignment to IT ADM sourcing initiative. The guide detai... | More

Stakeholder Interview Toolkit - IT Infrastructure

July 2008 | Document #EG-15-700 | Other
This guide can be used by buyers of IT Infrastructure outsourcing services to interview senior management in their organization to assess key stakeholder alignment to IT Infrastructure sourcing initi... | More

Contract Terms and Conditions Evaluation Tool

July 2008 | Document #EG-80-000 | Other
This evaluation tool can be used by buyers to assess the Terms & Conditions (T&C) of the contract with their service provider. The tool summarizes feedback that enables buyers t... | More