Efficiency Through Outsourcing

How efficient is outsourcing? Can I leverage my existing team? What is omni-channel support? - Check out our resources for answers to these and many more BPO questions.

  • [PODCAST]: When is Outsourcing Your Accounting Needs the Right Move?

    [PODCAST]: When is Outsourcing Your Accounting Needs the Right Move?

    Matt Wood – VP, Client Services at Personiv was recently invited to join MarketScale's Daniel Litwin to discuss how companies can determine whether or not outsourcing is right for them on the Informat

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  • How Austin's Startup Community Made Our First Event a Big Success

    How Austin's Startup Community Made Our First Event a Big Success

    On August 8, 2019, we had the unique pleasure of hosting our first event in Personiv's home city of Austin, Texas. Smart Outsourcing for Startups and Incubators was an evening dedicated to...

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  • The Winning Blueprint for an Efficient and Effective Finance & Accounting Team

    The Winning Blueprint for an Efficient and Effective Finance & Accounting Team

    The backbone of any business is its accounting team. It guides today’s business leaders to make their most crucial decisions. But running an efficient accounting team can be tough. Find out how.

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  • How Private Equity Firms Add Efficiency Without Adding to Headcount

    How Private Equity Firms Add Efficiency Without Adding to Headcount

    In 2020, the private equity landscape has become increasingly crowded. Aggressive growth over the past five years has resulted in fierce competition as dry powder piles up and more players enter the..

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  • Why Retail Execs Should Focus On Their Strengths And Outsource The Rest

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  • Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies

    Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies

    Picking up a new asset company to add to your private equity portfolio represents an exciting opportunity for growth. Before that growth can be actualized, however, there's a number of steps to take.

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  • 2020 Private Equity Playbook

    2020 Private Equity Playbook

    To compete, you have to go in with a playbook that capitalizes on the strengths of your team, considers the deal from every angle and continuously moves key players into position across your portfolio

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  • [Infographic] 5 Steps You Can't Skip on the Path to Outsourcing

    [Infographic] 5 Steps You Can't Skip on the Path to Outsourcing

    When you're first considering outsourcing for your business, it can be overwhelming. Here are your 5 clear, actionable steps to leverage outsourcing for growth and savings.

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  • We Ranked the Best ERP Software for Midsize Businesses

    We Ranked the Best ERP Software for Midsize Businesses

    Managing your data in the cloud is a must for midsize businesses, but finding the right ERP that will help with efficiency can be overwhelming.

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  • Implementing Outsourcing as a Transitioning CFO

    Implementing Outsourcing as a Transitioning CFO

    Being a CFO in transition means managing a moving workload. Besides managing the regular short-term and long-term executive responsibilities that come along with the job, there's also the process of

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  • Improving Your Accounting Processes Through Outsourcing

    Improving Your Accounting Processes Through Outsourcing

    Keeping your company's books and financial information in order is crucial to keeping, well, your company. After all, business comes down to the numbers. If you do it yourself, you're probably already

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  • To BPO or Not to BPO

    To BPO or Not to BPO

    Quality back office support can make or break your business, and with back-office functions often driving 50% or more of total operational costs, you may be looking for a solution to cut costs.

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  • [Worksheet] Apply Outsourcing to Your Organization

    [Worksheet] Apply Outsourcing to Your Organization

    If you're looking to start outsourcing within your organization, being fully prepared is the best way to achieve success. One of the first steps is determining how outsourcing would affect your goals.

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  • Scaling Quickly: How to Build Back Office Teams Fast

    Scaling Quickly: How to Build Back Office Teams Fast

    A strong back office team is the key to ensuring customer satisfaction, team efficiency and a successful foundation to any business. After all, it is the back-office team that primarily takes care...

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  • [Infographic] The Competitive Edge for Startups

    [Infographic] The Competitive Edge for Startups

    Looking to scale fast as a growing startup? With such fierce competition, outsourcing is the answer. Find out how to get an edge in the crowded startup/incubator scene with our infographic.

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  • In-house Cloud Deployment Vs. BPaaS: What’s the Difference?

    In-house Cloud Deployment Vs. BPaaS: What’s the Difference?

    Business Process as a Service is the newest way to bring efficiency to in-house accounting teams. For many, combining the cloud and outsourcing sounds like an ultimate solution but what if you’re...

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  • Desktopping | FAO 1010:32

    Desktopping | FAO 101

    Desktopping is a business term that refers to a procedure for working directly with within a client's technology stack, but how does it impact the organizations that partake in this practice?

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  • CEO David Lesniak: The 5 Steps You Can't Skip on the Path to Outsourcing

    CEO David Lesniak: The 5 Steps You Can't Skip on the Path to Outsourcing

    When you’re first beginning to consider outsourcing for your business, it’s almost impossible not to feel a little overwhelmed by the sheer volume of information available. That’s not necessarily bad

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  • 1-to-1 Resource Allocation | FAO 1010:40

    1-to-1 Resource Allocation | FAO 101

    This video covers the importance of 1-to-1 Resource Allocation for businesses looking to outsource one of their tasks to a BPO provider. Learn about the difference between fractional resource

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  • [Checklist] Everything You Need to Do Before You Start Outsourcing

    [Checklist] Everything You Need to Do Before You Start Outsourcing

    You've made the decision, but there are a few things you'll need to do before you start outsourcing. Download our checklist to keep as a quick reminder of everything you'll need to do to get started.

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  • Rethinking What an 'Office' Looks Like: The Rise of the Virtual Team

    Rethinking What an 'Office' Looks Like: The Rise of the Virtual Team

    The world is changing at a faster pace than it ever has before. Technology, globalization and constant connectivity tend to affect almost everything we do, and that’s especially true when...

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