Transition workflow

Transition workflow

For smooth transitioning from the UK & Australia to our Offices here in India, we have developed an in-house excel tool in which, our clients fill out the relevant details which is shared with our relevant operations team upon which they start processing on our clients’ jobs and client communication start thereafter.

Consulting WP – we help companies assess their skills and choose a new direction which utilizes the talents of the team and resources most productively.

Transition Process

  • 1

    Work Evaluation

    - CoSource Accounts transition team works with you to gain an understanding of the nature and volume of your firm and business processes.
    - Build step-by-step transition roadmap.
    - Assess and mitigate risk.
    - Develop detailed plans for staffing, technology, infrastructure and monitoring/reporting.

  • 2

    Integration Plan

    - Execute plans - assign staff, install appropriate technology, prepare training materials, train new recruits, etc.

  • 3


    - Move to operational running in ‘pilot’ mode.
    - Initiate process monitoring.
    - Communicate with stakeholders all the time.

  • 4


    - Monthly/weekly meetings.
    - Performance reporting.
    - SLA metric tracking.
    - Create improvement plans

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