I am, a true Seattleite. Being born in South Seattle meant that ever since I was born, I have been a die-hard Seahawks fan, a consistent follower of the fledgling Mariners, and a true nonbeliever that the Super Sonics are now in Oklahoma City. Sports aside, one of my favorite parts about Seattle, other than the awesome culture, seafood, and coffee, is the craft beer. I know what you are thinking but I am serious, it’s very good.
One of my favorite parts about the local, hometown craft breweries is that they open everything up so that you can see just about every part of your process. There is something special about seeing how it was created, how it was made special, and how the entire system was built unique to every other with all the same end state of providing an ice-cold IPA to a happy customer. At Connext Global Solutions one of the things we pride ourselves on is our process. We aren’t an outsourcing firm, we are a people and process firm; we hire great people and we take the time to make sure that the process is perfect, and the result is an amazing product. One thing most people don’t appreciate or fail to see in good outsourcing firms is what goes into the process. Most people don’t appreciate what goes into good outsourcing. What makes it work? Why pay someone to manage when you could do it yourself? Understanding the outsourcing process steps we follow is the answer to both of those questions. Keep reading, and like that cold, delicious beer, our process will show you how outsourcing can help you unwind and relax in an otherwise stressful business environment.
The Connext Global Solutions Outsourcing Process Steps
Our approach is built around four core outsourcing process steps that are transparent, collaborative, and designed for long-term client success:
- Discovery
- Recruiting
- Onboarding
- Evaluation, Management, Improvement
1. Discovery:
The discovery phase is arguably the most important part in the outsourcing process steps. During this phase we have an open dialogue with the client to figure out how we can address their needs. Critical to this process is being completely transparent about what we can and cannot offer and making sure that the client needs are properly addressed, even if that means referring the client to another outsourcing firm or local freelance company. We like to take the time to talk specifics about the client’s business processes, pain points, and hesitancies so that we can provide the best service option possible. For those businesses that our outsourcing for the first time, it is important to provide consulting on the best practices for outsourcing as well as things they should be aware of. We believe that this up front, honest discussion is crucial in ensuring that the outsourcing experience provides value for both the client and for us.
Major due outs of the discovery phase are a detailed job description fitting the clients exact needs, a list of next steps and time expectations, as well as introductions to the specific account management team that will be handling all of the clients questions, concerns, and requests.
2. Recruiting:
The next of our outsourcing process steps is recruiting — actively sourcing the right talent for your role. Connext uses a multi-tiered recruitment process that filters out poor candidates and ensures that the client is getting the highest level of talent for the required position. The process is as follows:
- Initial Screening: Recruiter takes in resumes and screens for basic qualifications and requirements
- Assessment: If resume fits specifications, applicant will take two written tests, general aptitude and character, and one, artificial intelligence driven, verbal test to assess English proficiency. Background check accompanies all other tests.
- Operations Interview: Employee has standardized interview with Connext operations manager to assess overall proficiency and fit.
- Client Interview: Client has the option for final interview of the employee to make the final decision. We give the client the option however, we highly recommend it. It is incredibly helpful for the client to be able to listen to, interact with, and question their potential employee to ensure the best fit.
3. Onboarding:
Onboarding encompasses everything that we do at Connext to ensure that your outsourcing experience is great from the start. We work through an onboarding checklist which addresses things like system access, work schedule, quality plans, and training manuals. We work through this process hand in hand with the client, with complete transparency, so there are no details left out when their Connext employee starts working.
Having a meticulous onboarding process results in a quicker ramp to full production and a better relationship with the client.
4. Evaluation, Management, Improvement:
The final step in our outsourcing process steps begins the moment your Connext employee starts working, and continues for the entire duration of the partnership. One of the special things about the Connext model is that the client always has full access to the executive team. This direct interface with the management team at Connext affords the client the ability to bring up management issues or concerns, requestion consultation, and provide feedback to make the service better.
At Connext we are continuously evaluating our employees, monitoring their productivity, and reporting their key metrics to the client. This is consistent with our commitment to full transparency and leads to a more well-rounded service that truly enables client growth. If someone is under performing, we take the steps necessary to correct the issue and make it better. Our model of continuous improvement often leads to employees promoting to managerial levels within the same account and making a successful career with a singular client.
Awards & Recognition: Connext Global Solutions in 2025
What truly sets a company apart is not just how it works, but how the world recognizes that work. In 2025, Connext Global Solutions earned a series of prestigious awards that validate our people-first culture and operational excellence across every step of the outsourcing process.
🏆 #1 Best Workplace in Colombia
Connext was named the #1 Best Place to Work™ in Colombia for 2025 in the Great Place to Work™ rankings.
🏆 #13 Best Workplace in the Philippines
Connext was recognized as one of the Philippines’ Best Workplaces for 2025, ranking #13 in the Large Companies category by Great Place to Work.
🏆 Top 100 Fastest-Growing Veteran-Owned Businesses in the U.S.
Connext was recognized as one of the Top 100 Fastest-Growing Veteran-Owned Businesses in the United States, awarded in March 2025 by the Institute for Veterans and Military Families (IVMF) at Syracuse University, in partnership with Inc. 5000.
Why These Outsourcing Process Steps Matter
Connext is not just an ordinary outsourcing company, it is a growth partner. By following a deliberate set of outsourcing process steps, from the initial discovery discussion all the way through recruiting, onboarding, and continuous evaluation, Connext ensures that every decision is intentional and every hire is purposeful. When the right process meets the right people, scaling your organization doesn’t just become possible, it becomes seamless.
If you are interested in growing your business with excellent processes and even better people, contact us today and learn how we can help.
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