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Bad deals and 6 lessons

There are now, and will continue to be 'bad deals' done in the outsourcing space. These will happen for no other reason than the client outsources a 'problem' with a view to only saving costs. In numerous studies, failure of outsourcing deals has come down to a small number of factors on both sides. But if the problems are simple the remedies are equally simple:

1. Set and constantly refer to your primary objectives. Be it anything from efficiency, operational flexibility or risk transfer, be clear about the negotiating areas.

2. For a client, only agree to sign a deal that is close to meeting your needs. You won't have all the answers and you want the supplier to innovate. But if you do not have a good sense of where you want to end up, you will get solutions that meets suppliers' needs, not yours.

3. BPO is not a IT deal. Neither is it pure financial engineering. The best deals are likely to be hybrid transactions that link operations to the direction of your business. The proper dealing with People, Process and Technology is vital.

4. Remember that suppliers will always be smarter than clients because they bid all the time. You don't. And neither do the majority of investment banks, lawyers and other professional advisors. Have your advisors done such deals before? Do the terms on which they are engaged make for objective financial advice informed by a thorough understanding of your business strategy? Selection of the advisory team is critical to executing the right deal.

5. Most suppliers are efficient at pricing risk, not uncertainty. Do the Homework. Price the services you may require of your 'partner', and make sure that the suppliers are in a position to price your business process and its liabilities aggressively. They are unlikely to pay a premium for the unknown, and you may end up retaining risk.

6. Set a realistic timetable for the disclosure of information, the warranties you are prepared to give, the commitments you need to make and sort out the setting of enforceable SLAs.

Outsourcing can reduce debt burdens or revitalise corporate performance. But you won't impress the City by doing a bad deal or failing to make one at all. The key is to try to ensure through all the preparatory steps, that the suppliers are clear about what you want, clear about how they are going to do it, and clear about what happens to them if they fall down on their commitment. As usual, communication is key to all aspects of good deal making and is often the first casualty when things start to go bad.