Outsourcing: Four Ways to Choose the Best Service Providers

* Develop a plan to get past the sales pitch. “I have a six-step process for every new vendor interaction,” Hartman said. “It makes the decision process a more quantitative event, rather than a personality driven decision.” Hartman offered six steps:
1. Gather information, either through publications or peers.
2. Prepare a templated proposal for the vendor-client relationship. Include success metrics, expectations and possible extensions of the relationship.