Baker Tilly International Go/No Go Check List
Outsourced Solutions
Score Legend
| Color |
Points |
Decision |
| 🟢 Green |
10+ Points |
GO |
| 🟡 Yellow |
5-9 Points |
Speak to SL or SSL leadership |
| 🔴 Red |
1-5 Points |
NO GO |
Basic Information
| Field |
Value |
| Client Name: |
|
| Client Contact: |
|
| Lead Firm Name: |
|
| Lead Firm Contact: |
|
1. Opportunity Details
| # |
Question |
Details |
| 8 |
What sort of outsourcing opportunity is it? |
|
| 9 |
How many locations involved in this opportunity? |
|
| 10 |
List any locations included in this opportunity where we do not have a Baker Tilly firm. |
|
| 11 |
Where is the client HQ? |
|
| 12 |
What is the client's business and industry? |
|
| 13 |
Who are the competitors in this space? |
|
2. Client Background and History
If you answer yes, you will score 1 point, if you answer no you will score 0 points
| # |
Question |
Yes / No / Not applicable |
Insert details |
| 15 |
Have we previously worked with this client, and was the experience positive? |
- |
|
| 16 |
Have we conducted a reputational risk check on the client (negative press, ethical concerns, etc.)? |
- |
|
3. Regulatory Compliance
If you answer yes, you will score 1 point, if you answer no you will score 0 points
| # |
Question |
Yes / No / Not applicable |
Insert details |
| 18 |
Does the client comply with all relevant regulatory requirements? |
- |
|
| 19 |
Has the client provided complete and accurate financial records for review? |
- |
|
| 20 |
Does the client have no pending legal, tax or regulatory issues that [you know of] which could impact this opportunity? |
- |
|
4. Risk Assessment
If you answer yes, you will score 1 point, if you answer no you will score 0 points
| # |
Question |
Yes / No / Not applicable |
Insert details |
| 22 |
Is there a clear understanding on the scope, responsibilities and deliverables? |
- |
|
| 23 |
Do we have the necessary delivery tools (platforms, technology, security measures etc.) to support this opportunity? |
- |
|
| 24 |
Have you completed a conflict check? |
- |
|
| 25 |
Can we meet the service-level agreements (SLAs) without overcommitting our resources? |
- |
|
| 26 |
Are there no special expectations or requirements from the client that may pose a challenge? |
- |
|
5. Resource Allocation
If you answer yes, you will score 1 point, if you answer no you will score 0 points
| # |
Question |
Yes / No / Not applicable |
Insert details |
| 28 |
Do you have the resources required for the opportunity (personnel, time, budget)? |
- |
|
| 29 |
Do you have the right expertise and capacity across our network to deliver high-quality service? |
- |
|
