The ‘what’ and the ‘how’ of offshoring

There are so many tasks that you can send offshore and so many ways to do it, that it can all feel a little overwhelming at first. In this section, we’ll cover your options for offshoring so you can decide which one suits you best.

21 Tasks you can send offshore

One of the biggest barriers we see to growing an offshore team is knowing what types of tasks you could be sending overseas.

So if you’re unsure what the job description of an offshore teammate may look like, we’ve got you covered. Here are 21 of the most common tasks that our clients are successfully sending offshore so they can free themselves up to focus on more important things.

The possibilities for what an offshore teammate can take on for you are endless, but these lists are a great place to start.

Our take on working from home

To WFH or not-to-WFH when going offshore? This is an important question. Sure, it might be tempting to let your team skip the commute and work in their PJs, but there’s a lot more to be considered when going down this route, especially offshore.

Amidst the worldwide shift to WFH, we have some compelling reasons to keep most of our operations office-based. From safeguarding your data to nurturing our team’s bond, here’s why we believe office life at 5 ELK is here to stay.

Check out our video for our take on this topic.

CHECKLIST - 10 things to look for in an offshoring firm

Comparing offshoring firms can sometimes feel like splitting hairs. It can be hard to know what to look for (and what to avoid) when choosing an offshore business to work with, especially if you’re new to this whole thing.

To help you make your selection process based less on ‘vibe’ and more objective, we have created a list of 10 crucial questions to ask an offshoring firm you’re looking to partner with.

We hope this checklist helps you to establish some important criteria and a thorough selection approach, so you make a great decision, with complete confidence.

Broaden the scope of what you think is possible with offshoring - Leong Tang, Callaghans

Think there are limits to the types of tasks a Filipino teammate is capable of?

In this excerpt from a recent client conversation, Leong Tang from Callaghans Financial Services will help you rethink what’s possible and question some of the assumptions that you may have about what’s possible through offshoring.

Comparing your options for offshoring

All offshoring solutions are not created equal!

You have probably already realised that there are many different approaches to offshoring, from going it alone, using freelancers, to working with an agency (like us at 5 ELK). With issues such as cyber security, business continuity, scalability, and budget, there’s a lot to take into consideration.

In this article, we help you understand the differences between the offshoring options so that you can weigh up the benefits for your business.

CALCULATOR - How much can your business save by offshoring?

Offshoring can be transformative for businesses who need more capacity for growth… but do you know how much it can save your business?

There’s no need to scribble figures on the back of an envelope. We’ve created this calculator to give you an idea of the business case for offshoring in your company.

How much can your business save by offshoring?

Our Offshoring Toolkit

Whether you’re still unsure about offshoring or want some tips on how to do it the right way, we’ve got you covered.

Our toolkit encompasses over 10 years of client best practices and lessons learned. Your journey to offshoring like a pro starts here.

Offshoring Myths

It’s common to have some initial reservations about offshoring. So we wanted to set the record straight and give you a different perspective on some of the common mistruths that we hear about building a global team.

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Hiring 101

You’re probably not hiring staff in the Philippines every day but thankfully, we are! So there’s no need to reinvent the recruitment wheel; take a look at our processes and templates so you can minimise risk and maximise the quality of your next offshore hire.

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Offshoring the right way

We’ve worked with hundreds of businesses in our 10+ years of running 5 ELK. In this section, we share what separates the best from the rest when it comes to offshoring. Save time and hassle by copying best practice and learning from common mistakes.

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Understanding the Philippines

Building a high-performing offshore team can be harder than you expect, and success starts with understanding the culture you’re working with. Here are some of the principles you need to nail in order to build strong working relationships in the Philippines.

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Essential Technology

Working effectively remotely is so much easier when you get the technology right. In this section, we share the tech that powers our client offshore teams so you can communicate well, monitor workflow and minimise risk.

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About 5 ELK

Whether you are looking to reduce costs, hire faster or free up your local team, 5 ELK can help you build an offshore team safely, seamlessly and successfully. In this section, you’ll find out more about the ‘nuts and bolts’ of working with us.

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What Our Clients Say

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   Stephen T 
 
 
 
  5elk takes away all your concerns about outsourcing work overseas.  They fully understood where they can be of benefit to our business, seeked the right candidate for us and then carried out all the necessary initial training for us so the person was ready to make a good start.  5elk gave us good communication and helped us through the whole process with good engagement and professionally. We have felt we have been in good hands. Our outsourced person is going very well for us.  5elk make it all easy.
  
 
      Posted on Google  
   
   chino chua 
 
 
 
  Our company has worked with 5 ELK for more than five (5) years now as it's back-office service provider.  I can definitely say that our company would not be where it is right now without 5 ELK.  They are our most valued strategic business partner and is integral to our company's growth.  I love how they value all their employees by providing them with their world-class training program and meaningful employee engagement activities.  I would highly recommend 5 ELK to any financial services company who is looking to outsource and build their own high-performing team here in the Philippines.
  
 
      Posted on Google  
   
   Mark Chan 
 
 
 
  5Elk are the very best outsourcing business for Wealth Management. Would highly recommend their services.  Highly Professional team, great support, great training and amazing team culture!
  
 
      Posted on Google  
   
   Geoff Ivanac 
 
 
 
  I was looking for a way to create more time for myself to focus on growing my business and explore other opportunities when I kept being dragged back to client work. I was thinking of a marketing outsource solution, but I eventually decided to engage 5 Elk after having a great conversation with Danielle and Andy and seeing how they could help. Our Administration Support was matched perfectly to our needs and has enabled us to improve the quality of our work, freed me from some time-consuming tasks and enable me to focus on seeing clients and marketing which I enjoy.  I am enjoying the regular check ins and being able to impart my wisdom and am hoping this will be a long-term solution for us. It also has helped to have someone to bounce ideas off as I prepare for client meetings. If you caught between a rock and hard place and not sure what to do to grow your business and still be relevant in an ever-changing advice landscape, I highly recommend you contact 5 Elk for a chat about your needs.
  
 
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   George Tsakiris 
 
 
 
  We previously worked with another outsourcing provider, and I was initially hesitant to switch to 5ELK, assuming all firms were similar. I couldn’t have been more mistaken. The leadership and virtual assistants at 5ELK have truly exceeded our expectations. Their service is exceptional, and we’ve been so impressed that we’ve expanded our VA team. I wholeheartedly recommend 5ELK without reservation.
  
 
      Posted on Google  
   
   chris klimatsakis 
 
 
 
  The team at 5 ELK are great and always strive to deliver the best possible service and outcome.
  
 
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   Sam Coutts 
 
 
 
  18 months ago, we decided that our financial planning business had reached a point where extra support was needed to handle to growing pains we were experiencing.

Had long toyed with the idea of offshore support but had heard a few horror stories that made us reluctant to pull the trigger. In the end, we did out due diligence and approached 5 Elk for support.

The team was wonderful from the start, took us through the on boarding process seamlessly and actively found us a candidate most suitable to our business, based off of the characteristics that were most valuable to us.

Were at the point now in which our offshore team member has been continuously learning and progressing through our business, no different to what you would expect from a local team member.

5 Stars - will be expanding in the near future.
  
 
      Posted on Google  
   
   Alec Berry 
 
 
 
  5Elk have been a pleasure to work with and the quality of work and communication have been fantastic. It's great to know that you have a business that understands financial advice partnering with you.
  
 
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   Amanda Cassar 
 
 
 
  5Elk have been an invaluable resource for the Wealth Planning Partners team.  We have 2 weekly team meetings to check in and all the background training is done for us.
5Elk make offshoring easy, simple and secure.
Happy to recommend to any financial advisory firm looking for an outsourced solution.
  
 
      Posted on Google  
   
   Mitch W 
 
 
 
  5ELK has provided a great platform to connect advice firms with support staff that are engaged and keen to learn. Starting with a baseline knowledge of the industry via the training program is also a positive. Highly recommend.
  
 
  
  Load more

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The ‘what’ and the ‘how’ of offshoring

21 Tasks you can send offshore

FREE CHECKLIST: 21 TASKS YOU CAN DELEGATE TO US

Our take on working from home

CHECKLIST - 10 things to look for in an offshoring firm

OUTSOURCING CHECKLIST

Broaden the scope of what you think is possible with offshoring - Leong Tang, Callaghans

Comparing your options for offshoring

CALCULATOR - How much can your business save by offshoring?

Our Offshoring Toolkit

Offshoring Myths

Hiring 101

Offshoring the right way

Understanding the Philippines

Essential Technology

About 5 ELK

What Our Clients Say

DOWNLOAD OUR BROCHURE

DOWNLOAD OUR BROCHURE

IMAGINE HAVING A TEAM THAT COULD SAVE YOU TIME, MONEY… AND SANITY

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FREE CHECKLIST: 21 TASKS YOU CAN DELEGATE TO US

FREE CHECKLIST: 21 TASKS YOU CAN DELEGATE TO US

OUTSOURCING CHECKLIST

OUTSOURCING CHECKLIST