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Home » Articles » 3 steps to design your business and get your offshore team ready

3 steps to design your business and get your offshore team ready

In building a successful business, you need to know how to pass on your business knowledge to your staff. With the right training strategies, they’ll be able to quickly start contributing to the growth of your business. But where do you start to help get your offshore team ready? 

It can sometimes be difficult to take all the ideas inside your head and execute them in a proper way. You need to figure out how to transfer your knowledge to other people so they can put it to use. When done effectively, you will end up with an team that is interested and passionate about delivering excellent service.

Developing systems and processes can really help your offshoring venture become a success. It also helps keep your offshore team on the right track to arrive at a favourable result for your projects.

There are three simple steps you can take to help organise your business and best prepare your offshore team to accomplish great work.

The 3 steps to systemise your business

#1. You need to document everything.

Record every work process that you do in the business, including how to do them. When you document your business processes, you’ll be able to see which tasks can be done offshore. You can also identify which tasks should be done by your onshore team.

So where do you begin? You can document your customer’s journey from start to finish. That means starting from the moment of their inquiry up until their final purchase. You can also keep a record of the delivery of your products and services. It’s also important to keep track of marketing and communication on your channels.

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Document your systems and processes and make them replicable. You’ll be able to go from your own office and roll them out to another office. This helps to make outsourcing or offshoring seamless.

When you’re able to replicate and use your systems and processes, your offshore team can get to where you are right now. You can even come up with better solutions to complete specific tasks when you have the information you need. Documenting the work in your business will help you save time, money and energy.

#2. Sort out the information.

It would be difficult for your new team members to work with information that’s all over the place. You need to organise it so it’s easier for them to understand how everything works.

There are different formats you can use to sort out various types of information. You can make a list, create step-by-step instructions, do tutorials or design flowcharts and diagrams. Recording videos or screencast videos is also a great way to train your team.

It’s necessary to think about how each of your processes will work from beginning to end. What will the workflow look like once all your team members are involved? This way, everyone can understand their roles and responsibilities, and can see how the work moves around the business.

Think of it like creating a simple how-to manual. It will help your offshore team know how to perform the business tasks they’re assigned to do. Developing systems and workflows will help integrate your people into your business.

#3. Develop a process library.

Place all the information in a process library so your team members can access it when they need it. You can use a project management system, cloud storage, or a password-protected online training center.

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In some circumstances, it may be advisable to limit access to some sections of the library. Your team members should only access the ones that are relevant to their role. The important thing is that it should be easy for them to find information that helps them do their tasks.

Arrange every piece of information in a sensible manner. It’s like arranging books inside the library. Your process library consists of your process workflows and instructions. Use applications like Google Drive or your local server to store your documented processes. Your staff shouldn’t have a hard time browsing the files they need during their workday.

Taking the extra step

It helps to make this process a habit. You may need to do a lot of work at first but the moment you make it a part of your outsourcing process, you’ll realise that it’s far more simple than you think.

Whenever you need your team to carry out new tasks or processes, all you have to do is document their actions. This way, it’ll be a lot easier to do them again. This becomes a complete training hub for your offshore team.

Following the three steps will help you and your team save time and effort. When you always document a new task, you’ll no longer have to start from scratch. You can trust that your offshore team will take care of the work for you.

Training new staff also becomes much easier when you establish a “how-to” instruction for your team. While it doesn’t replace initial training and onboarding, having access to a detailed process library makes training quicker and easier for both the trainer and trainee.

Build your ready-made team with Cloudstaff

Cloudstaff has built a reputation within the outsourcing world for its ability to consistently recruit high-quality staff. But it’s not just about recruiting the right people but also about treating them the right way.

The best training systems and processes combined with the best backend work will lead to smooth business operations. Our customers experiencing more significant gains in terms of increased flexibility and are able to quickly add the expertise they need.

Cloudstaff has a team of experienced experts who can help you to develop structured training plans that will allow you to transition your company knowledge to your offshore team.

Cloudstaff is also a technology-focussed company that creates new and innovative technologies. We strive to remove the limitations associated with offshore teams. We create the tools you need to integrate people and processes for successful outsourcing.

Want to experience the Cloudstaff difference? Build your team of skilled professionals with us. Find out how by sending us a message at [email protected].

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Outsource Accelerator offers the world’s leading aggregator marketplace for outsourcing. It specifically provides the conduit between world-leading outsourcing suppliers and the businesses – clients – across the globe.

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About Derek Gallimore

Derek Gallimore has been in business for 20 years, outsourcing for over eight years, and has been living in Manila (the heart of global outsourcing) since 2014. Derek is the founder and CEO of Outsource Accelerator, and is regarded as a leading expert on all things outsourcing.

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