A credible business case considers capacity, service consistency, management effort and risk. Wage comparison alone cannot show whether an offshore model will improve the practice.

Define the outcome

Choose measurable aims: shorter file turnaround, more review capacity, better follow-up, reduced adviser administration or improved marketing consistency. Avoid making headcount the outcome.

Calculate total operating cost

Include provider fees, technology, management time, onboarding, quality review and process improvement. Compare this with the cost of delay, overtime, recruitment gaps and principal time spent on support work.

Assess readiness

Offshore support amplifies the clarity of your workflows. If templates, ownership and review are inconsistent, stabilise a narrow process before scaling.

Pilot with decision criteria

Set a fixed review point and success measures. Continue, adjust or stop based on evidence rather than sunk cost or optimism.