Key questions to ask before partnering with a new managed services team

Deciding to partner with an outsourced managed services team is a significant move that can reshape the operational dynamics of your business.

Whether the goal is to cover for a team member on long-term leave, ease the strain of limited resources, or sharpen your focus on strategic priorities, outsourcing offers a versatile solution.

However, before diving in, it’s crucial to ensure that your prospective partner is proactive in integrating and onboarding their services. This proactive approach not only facilitates a smoother transition but also aligns their efforts with your business objectives.

To help, helpful questions you can ask to ensure the team you’re about to work with has a thorough onboarding process include:

• How do you customise your onboarding process to align with our business needs and objectives?

This shows their flexibility and willingness to tailor their approach to suit your unique requirements.

• What metrics do you use to measure a successful integration?

Knowing their key performance indicators can help ensure alignment with your own success criteria.

• How often will we have check-in meetings during the onboarding phase, and who will lead these meetings?

Regular communication is vital for a smooth onboarding process. This question sets expectations for frequency and communication ownership.

• What kind of feedback loops do you implement after the onboarding process?

Continuous feedback mechanisms allow for ongoing improvements and address any lingering concerns.

To ensure a seamless onboarding process, we conduct an initial needs assessment so that our services are tailored to align with the client’s objectives. This approach not only fosters a smooth transition but also lays the foundation for a strong, long-term relationship,

Shannon McAulliffe, Customer Success Specialist, MRI Software

More onboarding tips and insights

For more insights and strategies on successfully integrating an outsourced lease admin services team, download our latest ebook, Tips for integrating managed services into your business.

Achieve more with less using outsourced lease administration services

Having the right technology and expert advice to manage your leases can save your organisation thousands of dollars. Whether it’s through AI-powered lease abstraction tools that pull critical terms and key data out of your leases or through a committed team of experts that can catch errors in rent payment processes through monthly reconciliation, MRI Software’s lease administration solutions can enable you to tap into the full potential of your data, drive cost savings, and simplify your leases.