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STRATEGIC OUTSOURCING

SURVEY  << | \\

MARKET STUDY BARRIERS BENEFITS GUIDE SOLUTIONS

 

RFP Process Questionnaire

The purpose of this survey is to understand the extent of your currently practiced outsourcing and future outsourcing needs.

This survey’s goal is to measure how RFP processes are implemented and gauge the extent to which companies go when developing, releasing and evaluating RFPs for outsourcing.

The total time to complete the survey should be less than 5 minutes.

All information collected with this form will be kept in strictest confidence and shall be reported on an aggregate basis only.

Participants of this survey can request a summary free of charge once we have evaluated the data.

Participant Identifier

This is only used to prevent abuse of this form. We do not spam or sell personal data!

* First Name
* Last Name
* Email Address

1. Please identify each function that is currently being outsourced to a third party vendor. (Check all that apply)

      None
      Administration
      Contact Centers/Call Centers
      Distribution and Logistics
      HR
      Transportation
      Sales & Marketing
      Finance and Accounting
      Tax
      Legal
      Real estate and physical plants
      IT
      Manufacturing
      R&D
      Payroll
      Other

2. How long has your firm been outsourcing?

      Not at all
      Less than one year
      1 – 2 Years
      3 – 5 years
      6 – 10 years
      More than 10 years

3. What business objectives do your pursue with outsourcing? (Check all that apply)

      Improve company focus, return to core business
      Asset transfer
      Reduce head count
      Reduce and control operating costs
      Resources not internally available
      Consistently take advantage of emerging technologies
      Outsourced function too difficult to manage
      Take advantage of offshore capabilities and talent
      Other

4. Please select one outsourced function for which the remainder of your responses to this survey applies:

      Administration
      Contact Centers/Call Centers
      Distribution and Logistics
      HR
      Sales & Marketing
      Finance and Accounting
      Manufacturing
      R&D
      Payroll
      Benefits Management
      IT (select all that apply)
 Software Development
 Software Project Management
 Software Testing
 Software Back Office Support
 Software Systems remote on-line support and management
 Software Systems Management
 Other

5. Did your firm develop a RFP when evaluating outsourcing as a strategic business option?

      Yes
      No (skip to Question 20)

6. What type of support organization did your firm hire to develop the RFP?

       Analyst Relations Firms, e.g. Gartner, Forrester, IDC, etc.
       Management Consulting Firm, e.g. Deloitte Consulting, Accenture, Bearing Point, Cap Gemini, etc.
       Strategy based firm, e.g. McKinsey, Bain, Booz Allen, etc.
       Technology based consulting firm, e.g. EDS, CSC, IBM, etc.
       Other advisors, e.g. Outsourcing Central, Everest Group, etc.
       We did not use a support organization

7. How many outsourcing firms was the RFP distributed to for response?

       1
       2-5
       6-10
       Over 10

8. How much time were outsourcing firms given to respond to the initial RFP?

       One week or less
       Two weeks
       A month
       Over one month

9. How much time did your firm require to evaluate the responses and compile a short list?

       One week or less
       Two weeks
       One month
       One month to one quarter
       Over one quarter

10. What type of support organization did your firm use to evaluate responses to your RFP?

       Analyst Relations Firms, e.g. Gartner, Forrester, IDC, etc.
       Management Consulting Firm, e.g. Deloitte Consulting, Accenture, Bearing Point, Cap Gemini, etc.
       Strategy based firm, e.g. McKinsey, Bain, Booz Allen, etc.
       Technology based consulting firm, e.g. EDS, CSC, IBM, etc.
       Other advisors, e.g. Outsourcing Central, Everest Group, etc.
       We did not use a support organization at this juncture

11. How many outsourcing firms were selected for the “short list”?

       1
       2-5
       6-10
       Over 10

12. How much time elapsed between release of the short list and the contract award?

       One week or less
       Two weeks
       One month
       One month to one quarter
       Over one quarter

13. How many references did the RFP request for the pitch?

       1
       2-3
       3-5
       5-10
       Over 10

14. Did your firm require the vendor to sign a non-disclosure agreement?

 Yes
 No

15. Did the RFP include minimum performance benchmarks?

       Yes
       No

16. Indicate the timeframe for which these benchmarks were measured.

       24/7
       Standard business day (8-5)
       Other

YOU ARE HALFWAY DONE

17. What type(s) of penalty clauses were included in the RFP for non-compliance with the service level benchmarks? (Check all that apply)

       Free additional services
       Free Contract extension
       Financial restitution
       Contact termination option without penalties
       No penalty clauses were used
 Other

18. Did the RFP define communication and escalation procedures in the event that service levels would not be met during contract execution?

       Yes
       No

19. Did die RFP specify the timeframe within which the process was to be turned over to the outsourcing company?

      1 week
      1 week – 1 month
      1 month – 1 quarter
      1 quarter – 2 quarters
      Over 2 quarters
      No conversion timeline was defined

20. Did the RFP include know-how transfer requirements?

      Only upon transferring the process to the outsourcing firm
      On-going, mutual know-how transfer was included in the RFP
      Only upon termination of the contract
      Only when the outsourcing firm makes substantial changes to the process
      No, know-how transfer requirements were not included

21. Who was responsible for monitoring compliance with benchmarks?

       Chairman/President/CEO
       Owner/Principal/Partner
       C-level management
       VP-level management
       Director-level management
       Sr. Contracts Manager
       Purchasing/Procurement Officer
       HR Executive
       Executive level management team
       Outsourcing relationship management team
       Other

22. Does your firm have an outsourcing relationship manager / team or offshore program office for this function?

       Yes
       No

23. Did your firm conduct an in-house benchmark analysis of the performance levels that the vendor needed to achieve prior to outsourcing the process?

       Yes
       No

24. Which items does your firm consider critical when evaluating outsourcing providers:

      Financial stability
      Size of existing customer base
      Number of large or key accounts
      Visibility in the press
      Global reach
      National reach

 

County in which service is delivered
      Employee churn
      History of providing outsourcing services
      Customer mix based on revenue size
      Other customers supported by these vendors in your vertical market segment
       Other

25. What was the average duration of outsourcing contracts?

       Less than a year
       1 – 2 years
       3-5 years
       5-7 years
       Over 7 years

26. What was the average total dollar value of a single outsourcing contract from your firm?

       Less than $500,000
       $500,000 - $1 million
       $1 million – $3 million
       $3 million - $ 5 million
       $5 million – $10 million
       $10 million - $15 million
       Over $15 million
 NA

27. What is your title?

       Chairman/President/CEO
       Owner/Principal/Partner
       C-level management
       VP-level management
       Director-level management
       Sr. Contracts Manager
       Purchasing/Procurement Officer
       HR Executive
       Other

28. Please indicate which segment of your company you are representing in this survey.

       Division or line of business
       Corporate office only
       Remote office only
       Company wide, including remote offices
       Global representation
       Other

29. What is your company size in US$ revenue ?

       Less than $500,000
       $500,000 - $1 m
       $1 m - $ 5 m
       $5 m - $ 25 m
       $25 m - $ 100 m
       $100 m - $ 500 m
       $500 m - $1 b
       $1 b - $ 5 b
       $5 b - $10 b
       Over $10 b
 NA

30. In what industry is your company?

       Financial Services, including insurance, banking, capital markets
       Consumer Business, retail or wholesale
       Manufacturing, including auto, aerospace & defense, high-tech, chemical
       Healthcare & Pharmaceutical
       Energy & Utilities
       Telecom
       Government
       Other

31. Comments

     .

 

 
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