Shared Services & Business Operations
Scalable back-office operations that keep your business running efficiently.
What we deliver in Shared Services
Our Shared Services practice manages the operational tasks that keep your business running — from customer service and procurement to dispatch coordination, data processing, and document management. We work within your systems, follow your processes, and provide the capacity to scale operations without proportionally increasing headcount.
Delivery Process
25 specialized capabilities
Each capability is delivered within your systems, following your processes and quality standards.
Customer Service Operations Support
Customer inquiry handling, ticket management, and resolution coordination.
CRM Administration
CRM data entry, pipeline updates, workflow management, and system hygiene.
Appointment Scheduling
Calendar management, appointment coordination, and confirmation follow-up.
Field Service Dispatch Administration
Dispatch coordination, technician assignment, and status tracking.
Work-Order Processing
Work order creation, tracking, completion processing, and documentation.
Service Ticket Management
Ticket logging, routing, escalation tracking, and resolution documentation.
Customer Follow-Up & Communication
Post-service follow-up, satisfaction check-ins, and customer communication.
Procurement Operations
Purchase requisition processing, vendor coordination, and order tracking.
Purchase Order Administration
PO creation, matching, tracking, and closure within your procurement system.
Vendor Onboarding & Administration
Vendor setup, documentation, compliance checks, and master data maintenance.
Fleet & Asset Management Support
Asset tracking, maintenance scheduling, and fleet documentation support.
Branch Operations Support
Multi-location coordination, reporting, and operational standardization.
Project Administration
Project setup, milestone tracking, documentation, and status reporting.
Sales Support
Quote preparation, order processing, and sales documentation support.
RFP & Proposal Administration
Proposal coordination, document assembly, and submission management.
Bid & Pricing Support
Bid document preparation, pricing analysis, and submission coordination.
Document Management
Structured document filing, indexing, version control, and retrieval support.
Data Entry & Record Processing
Accurate data entry, record creation, and data quality management.
Process Documentation & SOP Development
SOP authoring, process mapping, and operational documentation.
Business Reporting & Coordination
Operational reporting, inter-departmental coordination, and status communication.
Transportation & Trucking Back-Office
Load coordination, documentation, and carrier management support.
Load & Dispatch Administration
Load booking, dispatch coordination, and delivery tracking.
POD & Freight Documentation
Proof of delivery processing, freight bill audit, and documentation management.
Logistics Invoicing & Reconciliation
Freight invoicing, accessorial billing, and carrier invoice reconciliation.
E-commerce Operations & Inventory Reporting
Order management, inventory updates, listing support, and operational reporting.
Industries we support with this service
This service is particularly relevant for businesses in the following industries.
Need shared services support?
Tell us about your requirements. We'll propose the right team structure, delivery model, and engagement approach.