Strategic Outsourcing Guide

What Can (and Should) Be Outsourced in a Growing Business?

A comprehensive guide to identifying which business functions are prime candidates for outsourcing and how to make strategic decisions that drive growth

December 2024
15 min read
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As your business grows, one of the most critical decisions you'll face is determining which functions to keep in-house and which to outsource. The right outsourcing strategy can accelerate growth, improve efficiency, and free up your team to focus on core competencies. The wrong approach can lead to quality issues, communication breakdowns, and lost opportunities.

This guide explores the key business functions that are commonly outsourced, the strategic considerations for each, and how to determine what makes sense for your specific situation. We'll also examine how strategic business consulting can help you make these critical decisions with confidence.

The Core vs. Non-Core Framework

Before diving into specific functions, it's essential to understand the fundamental framework for outsourcing decisions:

Core Functions

Activities that define your competitive advantage and directly differentiate your business:

  • Product development and innovation
  • Brand strategy and positioning
  • Key customer relationships
  • Strategic decision-making

→ Generally keep in-house

Non-Core Functions

Essential operations that support the business but don't define your competitive edge:

  • Administrative tasks
  • Repetitive operational processes
  • Specialized technical functions
  • Support services

→ Prime candidates for outsourcing

Business Functions That Can Be Outsourced

Administrative & Support Functions

These are often the first functions companies outsource, as they're essential but time-consuming tasks that don't require deep company-specific knowledge.

Customer Service

Professional customer support can be outsourced to handle inquiries, complaints, and routine customer interactions while maintaining your brand standards.

Best for:

  • • After-hours support coverage
  • • High-volume inquiry management
  • • Multi-channel customer communication (phone, email, chat)
  • • Seasonal support spikes

Order Processing and Entry

Accurate order entry and processing ensures smooth operations without requiring full-time internal staff dedicated to data entry.

Best for:

  • • High transaction volumes
  • • Multi-platform order management
  • • Order verification and quality control
  • • Invoice processing

Data Entry and Management

Routine data entry, database maintenance, and information processing are perfect for outsourcing to ensure accuracy without tying up internal resources.

Best for:

Scheduling and Appointment Management

Calendar management, appointment scheduling, and meeting coordination can be handled by virtual assistants or specialized services.

Best for:

  • • Client meeting coordination
  • • Travel arrangements
  • • Event planning and logistics
  • • Internal meeting scheduling

Financial & Accounting Functions

Financial operations require expertise and precision but don't necessarily need to be handled by full-time employees, making them ideal for outsourcing to specialists.

Bookkeeping and Accounting

Day-to-day financial record-keeping, accounts payable/receivable, and basic accounting can be outsourced to professional accounting services.

Best for:

  • • Monthly financial reporting
  • • Invoice processing and payment management
  • • Bank reconciliation
  • • Financial statement preparation

Payroll Processing

Payroll administration is complex, time-sensitive, and must comply with numerous regulations—making it an excellent candidate for specialized outsourcing.

Best for:

  • • Payroll calculation and distribution
  • • Tax withholding and filing
  • • Benefits administration
  • • Compliance management

Tax Preparation and Compliance

Tax planning, preparation, and compliance require specialized expertise that most businesses don't need on a full-time basis.

Best for:

  • • Annual tax return preparation
  • • Tax strategy and planning
  • • Multi-jurisdiction compliance
  • • Audit support

Sales & Marketing Functions

While core sales strategy should remain in-house, many supporting sales and marketing functions can be effectively outsourced to specialists.

Sales Support and Administration

Administrative sales tasks like proposal preparation, follow-up coordination, and pipeline management can be delegated to strengthen your sales operation.

Best for:

  • • Sales documentation and proposals
  • • CRM updates and data management
  • • Follow-up coordination
  • • Sales reporting and analytics

Lead Generation

Specialized lead generation services can fill your pipeline with qualified prospects, allowing your sales team to focus on closing deals.

Best for:

  • • Outbound prospecting
  • • Market research and targeting
  • • Appointment setting
  • • Lead qualification and nurturing

Content Creation and Marketing Materials

Professional marketing and content creation services can produce high-quality materials without the overhead of an in-house creative team.

Best for:

  • • Blog posts and articles
  • • Social media content
  • • Product photography and videography
  • • Marketing collateral design

Market Research and Analysis

In-depth market research, competitive analysis, and pricing studies require specialized skills and can be project-based work.

Best for:

  • • Competitive intelligence
  • • Customer surveys and analysis
  • • Market opportunity assessment
  • • Pricing strategy research

Operations & Logistics Functions

Operational functions can often be streamlined and improved through outsourcing to specialists with established systems and expertise.

Logistics and Supply Chain Management

Supply chain coordination, shipping logistics, and inventory management can be optimized through third-party logistics providers.

Best for:

  • • Freight forwarding and coordination
  • • Warehousing and fulfillment
  • • Inventory tracking
  • • International shipping logistics

Temporary and Project-Based Staffing

Flexible staffing solutions allow you to scale your workforce up or down based on project needs without long-term employment commitments.

Best for:

  • • Seasonal workforce needs
  • • Special project support
  • • Coverage for employee absences
  • • Testing roles before permanent hiring

Facilities and Maintenance

Building maintenance, janitorial services, and facility management are typically more cost-effective when outsourced to specialized service providers.

Best for:

  • • Cleaning and janitorial services
  • • Equipment maintenance
  • • Security services
  • • Landscaping and grounds keeping

Specialized & Technical Functions

Highly specialized functions often require expertise that's expensive to maintain in-house and may only be needed periodically.

Legal Services

Unless you're a law firm, legal services are almost always outsourced to attorneys who specialize in relevant areas of law.

Best for:

  • • Contract review and drafting
  • • Corporate governance
  • • Intellectual property protection
  • • Regulatory compliance

Certification and Compliance Support

Navigating industry certifications, product listings, and regulatory compliance requirements often requires specialized expertise.

Best for:

  • • Product certification processes
  • • Code compliance verification
  • • Regulatory documentation
  • • Industry-specific approvals

IT Support and Infrastructure

Technology support, network management, and cybersecurity can be handled by managed IT service providers who stay current with evolving threats and solutions.

Best for:

  • • Help desk and user support
  • • Network monitoring and maintenance
  • • Cybersecurity management
  • • Cloud infrastructure management

Technical Field Support

On-site technical support and field service representation can be provided by contractors or specialized service providers.

Best for:

  • • Job site visits and inspections
  • • Installation support and oversight
  • • Technical troubleshooting
  • • Product demonstrations
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Strategic partnerships enable growth without the burden of building every capability internally

Strategic Considerations: When Should You Outsource?

Just because a function can be outsourced doesn't always mean it should be. Here are key factors to consider when making outsourcing decisions:

Outsource When:

  • The function is non-core to your competitive advantage
  • External providers have superior expertise or technology
  • The work is highly specialized or needed intermittently
  • You need to scale quickly without hiring overhead
  • Cost savings are significant and quality can be maintained
  • You need 24/7 coverage that's difficult in-house

Keep In-House When:

  • The function is core to your competitive differentiation
  • You need immediate, constant control and oversight
  • Proprietary knowledge or trade secrets are involved
  • Company culture and values are critical to execution
  • Security or confidentiality risks are too high
  • Direct customer relationships define your brand

The Outsourcing Decision Framework

Use this framework to evaluate whether a specific function should be outsourced:

1

Is this function core to your competitive advantage?

If yes → Keep in-house. If no → Continue evaluation.

2

Do external providers have better expertise, technology, or efficiency?

If yes → Strong candidate for outsourcing. If no → Consider building internal capability.

3

Can quality and security be maintained through outsourcing?

If yes → Proceed with outsourcing plan. If no → Keep in-house or improve controls first.

4

Are there clear cost or efficiency benefits?

If yes → Outsource. If marginal → Consider strategic value beyond just cost.

5

Can you establish clear metrics and maintain oversight?

If yes → Outsource with proper SLAs and monitoring. If no → Develop measurement framework first.

Pro Tip: Consider partnering with business growth consultants who can provide objective analysis of your outsourcing opportunities and help you avoid common pitfalls.

Common Outsourcing Mistakes to Avoid

Outsourcing core competencies

Never outsource functions that define your competitive advantage or require deep company-specific expertise.

Choosing price over quality

The cheapest option often leads to quality issues, rework, and damage to your reputation. Invest in reliable partners.

Inadequate oversight and communication

Establish clear expectations, regular check-ins, and performance metrics from day one.

Failing to document processes

Create clear standard operating procedures before outsourcing to ensure consistency and quality.

Ignoring cultural fit and values alignment

Choose partners whose values and work culture align with your company to maintain brand integrity.

Special Considerations for Market Expansion

When expanding into new markets—particularly international expansion—outsourcing becomes not just beneficial but often essential. Companies entering new territories face unique challenges that make local operational support critical to success.

Market Entry Challenges

  • Unfamiliar regulatory environments
  • Different business practices and customs
  • Lack of local infrastructure
  • Limited market knowledge
  • Cultural and language barriers

Outsourcing Solutions

  • Local expertise and compliance knowledge
  • Established relationships and networks
  • Immediate operational capability
  • Market intelligence and customer insights
  • Reduced risk and faster time to market

Functions Critical for International Expansion

Companies expanding internationally—particularly into North America—should strongly consider outsourcing these functions:

Market entry and establishment

Local regulatory and compliance support

Distribution and logistics coordination

Local sales representation

Customer service in local language/hours

Retail relationship management

Local marketing and brand positioning

Price monitoring and policy enforcement

Building Your Outsourcing Strategy

Successful outsourcing isn't about offloading every possible function—it's about making strategic decisions that allow your business to focus on what it does best while leveraging external expertise for everything else.

Start with non-core functions that have clear deliverables and measurable outcomes

Choose partners carefully based on expertise, cultural fit, and track record—not just price

Establish clear expectations with documented processes, SLAs, and performance metrics

Maintain oversight through regular communication and performance reviews

Scale gradually by proving success with one function before expanding to others

Remember: The goal of outsourcing isn't to eliminate all internal responsibilities—it's to strategically deploy your resources where they create the most value. By partnering with the right service providers for non-core functions, you free your team to focus on innovation, strategy, and the activities that truly differentiate your business in the marketplace.

Need Help Determining What to Outsource?

Strategic guidance can help you identify the right outsourcing opportunities for your business and connect you with qualified partners who align with your goals.

Schedule a Free Consultation