A Guide on Identifying the Business Process to Offshore - iSupportWorldwide

To protect your core business and build confidence, keep these business-critical functions in-house as you begin your offshoring journey:

1. A Guide on Identifying the
Business Process to Offshore A Guide on Identifying the
Business Process to Offshore
What Not to Offshore
To protect your core business and build 
confidence, keep these business-critical 
functions in-house as you begin your offshoring 
journey:
•Core Strategy:
Vision, mission, and competitive positioning.
•High-Level Sales & Client Management: 
Building deep, strategic client relationships.
•Product Development & Innovation:
Protecting intellectual property and 
ensuring quality control (R&D). 
The 3-Step Framework for Identifying
Offshore Candidates
A task is a strong candidate for offshoring if it 
passes all three tests. Use this as your checklist:  
Step 1: Is it Repeatable and Rule-Based? 
The task follows clear instructions and produces 
predictable output. 
•Examples:
Data entry, social media scheduling, and 
invoice processing
Step 2: Does it Consume Significant Time?  
It's low-value work that currently prevents your 
core team from focusing on growth and strategy. 
•Examples:
Bookkeeping, content formatting, and 
appointment setting
Step 3: Can the Outcome Be Measured with 
KPIs?  
Success is quantifiable, allowing you to 
confidently track performance and manage the 
process remotely. 
•Examples:
Calls made, support tickets resolved, and 
accounts reconciled
Practical Examples by Department
This makes the decision process concrete and gives 
you a quick-start roadmap. 
Avoiding the “Systemization Trap”
Identifying the right process is only the beginning. 
Offshoring forces clarity by requiring you to 
document, clarify, and measure your workflows. The 
next critical step is creating detailed Standard 
Operating Procedures (SOPs) to ensure your offshore 
team executes with precision. 
Partner with iSupport Worldwide
You don't have to build the systems alone. At 
iSupport Worldwide, we specialize in helping 
businesses move from identification to perfect 
execution:
•Finding the right people. 
•Building the essential SOPs and systems. 
•Establishing the metrics and KPIs that drive 
success.
Don’t just identify the process. Let us help you 
execute it perfectly. 
DEPARTMENT
TASK TO
OFFSHORE WHY IT’S
A GOOD FIT
KPI
Posts 
scheduled 
per week
Marketing
Leads 
processed 
per day 
Sales
Invoices 
processed 
monthly 
Finance
Records 
updated, 
meetings 
booked
Tickets 
resolved 
daily 
Admin/Operations
Customer Support
Content
calendar
management
Lead
qualification
Accounts
payable/
receivable
Data entry,
appointment
setting
Tier 1
inquiries
Repeatable, frees
marketer for
strategy
Time-heavy,
rule-based
Measurable,
reduces
admin load
Repeatable
and
KPI-driven
Clear steps,
measurable output
Schedule a Free Consultation Today to
Create Your Customized Offshoring Plan!
Contact us at [email protected]