Consult
Map training work
Document requests, sessions, enrollments, LMS tasks, courseware needs, learner support and reporting volumes.
Define the training work, prove a complete cycle and build a dependable service rhythm.
Consulting and transition planning are included in the agreed BPO engagement. Monthly scope, workload, responsibilities and SLA measures are defined before delivery begins.
Document requests, sessions, enrollments, LMS tasks, courseware needs, learner support and reporting volumes.
Agree the task catalog, production capacity, approval owners, support hours and training data permissions.
Test intake, course preparation, publishing, enrollment, communications and completion reporting with a bounded audience.
Run the agreed queue, track SLA performance, maintain course versions and report completed work, exceptions and decisions.
Use a transition record that both teams can inspect: current state, authorized actions, a representative test, accepted outputs and the route back to your team.
Provide the LMS product and modules, request types, approximate volumes, backlog, service windows, user groups and expected reports. Identify data owners, approvers and actions that must stay internal. Use authorized examples without credentials or unnecessary personal data. Unknown inputs remain discovery items rather than being assumed in the quote.
Choose a bounded task and representative sample, with approved inputs and a permitted test environment where available. Confirm the role, acceptance checks, stop conditions and recovery steps before execution. Review outputs and exceptions together. If access is insufficient, mark the task blocked and agree the next step rather than expand permissions automatically.
Review the task catalog, responsibility map, access configuration, procedures and sample results. Confirm how failed checks, rework and outstanding decisions are handled. Acceptance should identify the approved workflow version and any limits that remain. A completed document or successful login alone does not prove the service is ready.
Name the customer role that can approve each decision and the delivery role that can execute it. Define escalation when an approver is unavailable. Separate policy exceptions from routine authorized tasks and changes to monthly capacity. Keep the approval reference with the work record, including any pause or manual override.
Plan the transfer requirements in the engagement scope: current procedures, open requests, configuration references, approved export formats and access revocation. Identify which records remain in your LMS and which service records are transferred. Agree transition effort and any retention obligations; do not assume an unlimited or cost-free exit.
Bring your existing systems, your operational challenge and your next priority. We’ll start with the work.