Transition Methodology

A targeted approach that drives
transition and process reengineering

As a result of our experience in transitioning both small and large-scale processes, we believe that most points of failure and risk can be eliminated with the appropriate due diligence during the initial phases of transition. Given the diverse and complex nature of the functions that we run for our clients, our transition methodology encompasses five key phases—each customized to a specific transition and focuses on risk reduction and process improvement. Our dedicated transition team utilizes this proven methodology to onboard processes from our clients.


These transition phases can be summarized as:

Consolidate process requirements and define the high-level process transition plan.

We send our scoping team to the client’s site for knowledge acquisition and to define SIPOC as well as key metrics and deliverables.

Knowledge acquisition and management:
Document procedures, define SLAs and tracking mechanisms, as well as outline the necessary training plans for the team.

A combination of people, process, and technology define our deployment plan, along with the migration of the transitioned processes to eClerx delivery centers.

Steady state:
Measure process performance through SLAs, KPIs, and a host of other performance measurements. Ongoing process evaluation to deliver continuous improvement.