Interactive tools

Outsourcing tools

Use calculators, scorecards, builders, matrices, and worksheets to make outsourcing decisions more concrete.

Tools and worksheets

Calculator

Outsourcing Cost Estimator

Compare in-house cost, vendor cost, transition cost, oversight time, and hidden-cost reserves for an outsourcing decision.

Scorecard

Vendor Comparison Scorecard

Score up to three outsourcing vendors by capability, clarity, pricing, security, reporting, transition plan, and fit.

Assessment

Outsourcing Readiness Assessment

Score whether a process or function is ready to outsource based on scope, ownership, documentation, access, metrics, and budget.

Worksheet

Hidden-Cost Worksheet

Estimate indirect outsourcing costs such as transition, internal oversight, tools, rework, change requests, and exit planning.

Checklist

SLA Checklist Builder

Build a practical service level checklist covering response, resolution, severity, exclusions, escalation, and reporting.

Builder

RFP Question Builder

Generate plain-English outsourcing vendor questions for scope, pricing, transition, security, reporting, and exit planning.

Checklist

Exit Plan Checklist

Plan records, access removal, transition assistance, and continuity if an outsourcing relationship ends.

Matrix

Workload Fit Matrix

Decide whether work is better kept in-house, outsourced as a project, handled by staff augmentation, or run as a managed service.