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BPO

Back office

Administrative processing, document management, data entry and internal operations support.

What is delivered

  • Procedures documented before transition, not during it

  • Sampled quality control against an agreed error rate

  • EEA-only delivery option for sensitive data

Which back office work moves well out of an in-house team?

Work with written rules, verifiable output and little dependence on context that is not documented. Form processing, validating data against sources, classifying and routing requests, preparing documentation and routine reconciliations all fit this description, and they represent most of the administrative volume in any mid-sized organisation.

What travels badly is anything depending on judgement about unprecedented exceptions, on relationships with specific people, or on knowledge that exists only in the head of whoever has done the work for years. That knowledge can be written down, and writing it down is a phase of the project rather than an assumption of it.

The middle zone is where decisions are won or lost: work that looks routine and whose exceptions consume most of the time. We measure that proportion in discovery, before proposing any model, because sizing to the normal case is the mistake that makes cheap operations expensive.

How is quality controlled in a high-volume process?

With statistical sampling over the volume handled, rather than reviewing everything, which would cost more than the work itself. Sample size is calculated for the agreed confidence level and rises automatically when an indicator leaves the expected range, rather than rising when someone remembers.

Errors are classified by cause rather than merely counted. A document-reading error, a rule-application error and an error caused by an ambiguous instruction require different corrections, and an operation reporting only an aggregate rate always fixes the wrong thing.

Feedback reaches the operator the same day with the concrete example beside the correct form. A weekly score without an example does not change behaviour; a side-by-side correction changes it immediately and sticks.

What gains can be expected, in numbers?

The most reliable gain is in cycle time rather than cost per hour. Internal administrative processes frequently run in batches, when someone has time, and a dedicated team handles them continuously. The difference between two days and two hours changes what the business can promise its end customer.

The cost gain depends on the model and is measurable before deciding. With Lisbon at one hundred, Porto sits at ninety-two, Poland at seventy-eight, Brazil at around forty-five and Uzbekistan at thirty-five, on fully loaded cost rather than on salary.

And there is the gain that does not appear in the budget: qualified people stop spending part of their day on administrative work. That time has a real cost and is usually larger than the direct saving, even though no accounting line records it.

Where does the data sit and what does that require?

It depends on the model chosen, and the choice is yours. An onshore operation in Portugal keeps everything inside the European Economic Area and requires no transfer instrument. Brazil, the Lusophone corridor and the global network require standard contractual clauses and a documented transfer impact assessment.

In back office there is frequently a mixed design that greatly reduces the problem: volume handling runs on a pseudonymised subset and what is identifiable stays in Portugal. The boundary is defined by data category before the operation opens and is written into the processing agreement.

For work involving health data or processing on behalf of public bodies, the European-only model is the only one we propose. That is not a commercial preference, it is the conclusion any honest impact assessment reaches.

How does an operation like this get started?

With discovery, lasting one to two weeks, observing the work as it is rather than as it is documented. We measure real volumes by case type and by hour, identify the exceptions, and produce a design both sides recognise as accurate before any model is proposed.

Then comes knowledge capture, the phase that decides the outcome and the one most frequently compressed. We need protected time from the people doing the work today, scheduled and recognised as work, because what is not written down leaves through the door with whoever knew it.

Launch happens as a pilot with ten to twenty per cent of volume over six to twelve weeks, with the current team still standing. The criterion to advance is a number agreed beforehand, met for two consecutive weeks. One good week is noise; two are a signal.

Who stays accountable for the process?

You do, and that does not change because we execute the work. Responsibility for the outcome to your customer, to the regulator and to your own management stays where it was, and a supplier suggesting otherwise is selling a reassurance it cannot deliver.

What changes is where execution sits and who answers for its day-to-day quality. That is why we insist on a named counterpart on your side with authority to decide on exceptions: without that person, exceptions wait, and waiting is the quietest way an outsourced process fails.

Where back office can be run from

Not every delivery model suits every service. The table shows only those that make sense for this work, with the data residency position of each.

ModelWhereWhen it makes sensePersonal data
Onshore PortugalLisbon, Porto, Braga, Coimbra, Aveiro, Faro, Funchal and Ponta DelgadaWhen data cannot leave the EEA, or when the end customer is PortugueseStay inside the EEA. No transfer.
BrazilSao PauloWhen scale and cost are the priority, or the market served is BrazilianNo adequacy decision. Requires standard contractual clauses and a transfer impact assessment.
Lusophone corridorCoordination in Lisbon, operations in Luanda, Maputo and PraiaWhen you operate in Angola or Mozambique and need European governanceThe Lisbon tier stays in the EEA. Local operations require standard contractual clauses.
Global networkUzbekistan, the Philippines, Poland, the Dominican Republic, Mexico, Colombia, Turkiye and AfricaWhen you need continuous cover, specific languages or the lowest costPoland is inside the EEA. The others require standard contractual clauses.

The data column describes the applicable framework and is not legal advice. The detail is in international data transfers.

Frequently asked questions

What is the minimum size for this to be worth it?

Usually from three to four full-time equivalents. Below that, transition and coordination costs consume the benefit.

How long until steady state?

Between four and six months for a mid-sized operation, and most of that time is knowledge capture rather than recruitment.

Who handles the exceptions?

The team, within what is documented, escalating the rest with full context. Unprecedented exceptions always stay with whoever has authority on your side.

Can we start with part of the process?

It is what we recommend. A pilot on a real subset is more informative than any study and limits the risk.

Can the data stay in Portugal?

They can, in the onshore model, and in that case there is no international transfer to document.

How is quality measured?

By statistical sampling with errors classified by cause, and with same-day feedback to the operator.

What happens if service levels are missed?

The contract defines what is corrected, within what period, and what happens if the correction fails. We discuss that before signing rather than afterwards.

What does exiting the contract cost?

We answer that in writing in the proposal: notice period, which documentation is yours and in what format, and exit transition support.

Let us look at the numbers for your case

Tell us which processes you want to outsource, in which languages and at what volume. We come back with a euro estimate and an operating design, with no commitment.

We reply within 6 hours on working days. If you would rather write: info@corpshore.solutions