Process Outsourcing
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Transition Methodology

Congruent has developed a foolproof methodology which handholds customers while transitioning the processes to our delivery centre. Our transition methodology leaves no scope for learning-by-mistakes. This is the result of our vast experience in the offshoring industry especially for the Pension Plan Administration (401k).

The process starts with process analysis to seamlessly transitioning the processes. The critical components are:

Process Analysis
    • Determine Client Requirement
    • Transition Tool Kit
    • Process Knowledge
    • Activity Time
    • Resource Profile
    • Risk Management
Transition Management Plan
    • Migration Plan
    • Training Plan – Knowledge Transfer
    • IT system and connectivity plan
    • Process Documentation and Approval
    • Pilot Project
    • Develop SLAs