Why transformation now requires an outsourced operating model

Many organizations are still early in their automation journey. Over half report only moderate levels of automation, while nearly 40% have implemented little to none. At the same time, expectations continue to rise, and leaders are being asked to deliver real-time insights, improve cost efficiency and build more resilient operations.

In this environment, transforming the back office is no longer a discretionary initiative. For middle-market companies, it represents one of the most direct and controllable ways to respond to ongoing disruption and complexity.

This Essentials Guide, developed by SSON and Baker Tilly, examines why sustainable transformation depends on adopting a unified operating model, one that integrates automation, governance and clear end-to-end accountability into everyday operations.

Key insights

• Why incremental change falls short: Disconnected automation efforts and siloed outsourcing initiatives often fail due to fragmented ownership. Lasting transformation requires a coordinated, enterprise-wide approach.
• Outsourcing as a strategic capability: When designed effectively, managed services go beyond cost reduction—serving as a foundation for execution, operational stability and continuous improvement.
• Unlocking value through integration: Combining automation with managed services creates a multiplier effect, driving measurable and sustainable business outcomes.
• The critical role of governance in automation: Automation alone is not enough. Scalable success depends on strong governance frameworks, often enabled through managed services.
• Reducing risk through structured transformation: A well-defined migration strategy helps organizations balance speed with stability, while positioning for long-term value creation.

Organizations that move decisively can turn operational complexity into agility and competitive differentiation. Those that delay, risk reinforcing inefficiencies and slow decision-making over time.

Download the guide to explore how an outsourced operating model can elevate the back office from a support function to a strategic driver of performance.