Outsourcing

I am a passionate outsource professional! I even wrote a book about it!

I have worked in outsourcing in one guise or another since the days when it was called ‘contracting out’!

I give a number of talks on outsourcing topics.

My experience encompasses the entirety of the outsourcing lifecycle

  • decision to outsource
  • scoping
  • tender design
  • tender evaluation
  • contract negotiations
  • transition
  • transformation
  • change management and change disputes
  • disputes and renegotiation
  • governance support
  • keeping the contracts physically up to date (rebaselining)
  • exit planning, exit documentation and implementation

Experience and Qualifications in this field

Phoenix Life

Headed a department in the Legal Department specialising in outsourcing for three and half years. Key achievements included:

  • Life & pension and IT outsourcing to Capita Life and Pensions 4 million policies – schedule workstream leader – coordinated or conducted drafting of all schedules
  • Third party contract novation on entry into and exiting from outsource agreements
  • Desktop  IT – legal negotiator
  • Records and scanning outsourcing – legal workstream leader
  • Negotiating overseas policy administration agreements for policies in the  Republic of  Ireland, Germany and EFTA countries
  • Various specialist pension and product administration agreements
  • Data protection agreements with overseas policy administration providers
  • Transitional Services Agreements on acquisitions and divestments – legal workstream leader and/or steering group member
  • Splitting of major outsourcing contracts on key divestments
  • Solvency 2 reviews and remediation – legal workstream leader
  • Change cost considerations
  • Transformation
  • Change management governance – legal member of change review committee
  • Exit documentation and implementation
  • Annual “rebaselining” of contracts to reflect changes.

Putsmans Solicitors

  • Warehousing
  • Catering
  • Testing house facilities
  • IT
  • Fuel bunkering

Royal & Sun Alliance

  • Desktop, mid-range and mainframe outsourcing
  • BPO outsourcing to India
  • Catering
  • Various BPO services
  • Third party telecoms