
Overview
Qualified Subject Matter Experts (SMEs) are the bridge between internal teams and outsourcing partners that make projects successful.
Methods for identifying, evaluating, and monitoring the influence of SMEs on outsourcing initiatives will be explored to ensure improved outcomes. The discussion will focus on how these professionals can transform outsourcing efforts from a potential risk into a strategic advantage by enhancing operational efficiency, ensuring compliance, and driving continuous innovation.
Their expertise helps bridge technical gaps, streamline processes, and optimize resource allocation for maximum efficiency. By leveraging SMEs effectively, organizations can mitigate challenges, accelerate project success, and maintain a competitive edge in the evolving IT landscape.
This article breaks down different types of IT outsourcing arrangements and shows how subject matter experts add value to each one.

Defining a Critical Role of SMEs in IT Outsourcing
Subject Matter Experts (SMEs) are vital in IT outsourcing, providing specialized knowledge and insights that drive success throughout the outsourcing lifecycle.
Understanding Subject Matter Expert Functions
SMEs in IT outsourcing act as vital intelligence providers with deep expertise in specific technologies, systems, and procedures. Their knowledge goes beyond technical aspects, they connect different departments and promote a comprehensive understanding of project requirements. They play a crucial role in risk mitigation, ensuring best practices are followed and potential pitfalls are addressed proactively. Additionally, SMEs drive innovation by identifying emerging trends and implementing cutting-edge solutions that enhance overall business agility and competitiveness.
Key Responsibilities and Expectations
Our IT outsourcing work has revealed several important SME responsibilities:
- Providing authoritative guidance on technical solutions and requirements
- Developing and implementing training programs
- Ensuring compliance with industry standards
- Contributing to process improvement and documentation
- Supporting project management activities
Impact on Project Success Rates
SMEs affect project outcomes through multiple channels. Their early involvement helps project strategies line up with industry standards and best practices and their expertise leads to higher quality deliverables by providing accurate information and reliable guidance throughout the project lifecycle. SMEs boost stakeholder satisfaction by meeting client expectations and delivering innovative solutions. The presence of an SME at every stage of software development projects ensures a proper implementation path while addressing communication gaps and bottlenecks that could jeopardize project success.

Evaluating and Selecting the Right SMEs
A structured approach to selecting SMEs for IT outsourcing ensures success by balancing technical expertise, industry experience, and cultural fit for optimal results.
Everything in Technical Qualifications
Technical expertise remains the top priority based on project needs. The selection criteria has:
- Advanced certifications relevant to the role (A+, Cloud+, Security+)
- Proven mastery in required technologies and frameworks
- Strong history with similar projects and technologies
- Recent experience in specialized domains like cybersecurity, cloud computing, or data management.
Industry Experience Requirements
Project complexity and role type shape the industry experience requirements. Cloud Network Architects need 7-10 years of experience, while other specialized roles require 5-7 years of hands-on experience. The cybersecurity initiatives need SMEs with at least 5 years of experience in specific fields like data analysis, risk management, or incident response.
Cultural Fit and Communication Skills
Technical excellence matches the importance of cultural fit. SMEs must excel at communication since they interact regularly with team members, project teams, and the core team. Several key factors to help assess cultural fit:
- Communication style and priorities
- Problem-solving approach and breakthroughs
- Being willing to adapt to our organization’s processes
Supplier adaptability gets assessed through their response to requirements and dedication to long-term cooperation. This strategy helps to build mutually beneficial alliances with SMEs who bring both technical skills and line up with the organization’s values and work culture.

Knowledge Transfer and Documentation
Knowledge transfer is crucial in IT outsourcing, as employees waste hours searching for information. A strong knowledge management system ensures successful outsourcing partnerships.
Creating Effective Knowledge Sharing Framework
Experience demonstrates that knowledge sharing is most effective when two main types of knowledge are understood:
- Explicit Knowledge: Documented information, easily transferable through manuals and guides
- Tacit Knowledge: Experience-based insights that make up 51% of workplace knowledge
Knowledge transfer fails without structure and planning but works well with a methodical strategy. This framework helps create secure spaces to store knowledge. These spaces support different formats and give varied access levels based on roles.
Key Responsibilities and Expectations
Our IT outsourcing work has revealed several important SME responsibilities:
- Providing authoritative guidance on technical solutions and requirements
- Developing and implementing training programs
- Ensuring compliance with industry standards
- Contributing to process improvement and documentation
- Supporting project management activities
Impact on Project Success Rates
SMEs affect project outcomes through multiple channels. Their early involvement helps project strategies line up with industry standards and best practices and their expertise leads to higher quality deliverables by providing accurate information and reliable guidance throughout the project lifecycle. SMEs boost stakeholder satisfaction by meeting client expectations and delivering innovative solutions. The presence of an SME at every stage of software development projects ensures a proper implementation path while addressing communication gaps and bottlenecks that could jeopardize project success.

Measuring SME Performance and Value
Measuring SME performance in IT outsourcing requires more than standard metrics, combining quantitative and qualitative indicators for a comprehensive and effective evaluation.
Key Performance Indicators
SME performance tracking system focuses on several vital KPIs that give applicable information. Research shows stakeholder satisfaction and implementation success rates indicate how well SMEs work. The following are measured:
- Advisory Effectiveness through stakeholder feedback
- Operational Effect via efficiency improvements
- Innovation Effect through new initiatives
- Knowledge Sharing effectiveness
- Business goal arrangement.
ROI Assessment Method
ROI calculation for SME involvement needs multiple viewpoints. Data reveals that high-performing SMEs lead to better cost-benefit ratios.
A comprehensive ROI assessment considers:
- Cost savings through reduced labor and infrastructure expenses
- Revenue increases from improved customer retention
- Efficiency gains in project delivery
- Quality improvements in deliverables
Both tangible and intangible benefits are tracked to provide a comprehensive view of financial outcomes.
Success Metrics and Benchmarks
Success metrics must align with specific business objectives, with financial performance indicators showing that successful implementations maintain a gross profit margin of 7% to 10%, while effective working capital management is crucial, as nearly 30% of businesses fail due to capital depletion. These operational excellence indicators matter:
- On-time delivery percentage
- Defect removal efficiency
- Team retention rates

Our Approach
FORFIRM provides strategic IT outsourcing solutions, optimizing operations, enhancing efficiency, and integrating seamlessly with clients’ IT infrastructure for improved business performance and focus.
FORFIRM provides IT outsourcing solutions in several critical areas, ensuring that clients receive top-notch support and technological advancements. These services include:

Core Services:
- Hardware/Software Procurement – Cost-efficient selection and acquisition
- Level 1 Help Desk Support – Prompt issue resolution and escalation
- CRM & ERP Installation/Configuration – Expert setup and customization
- Server & Client Installation – Tailored deployment for operational needs
- License Management – Compliance tracking and renewal management
- Staff Training – IT infrastructure familiarization programs
- Ticket Workflow & Billing Definition – Clear processes for issue resolution and financial tracking
- IT Staffing & Outsourcing Takeover – Skilled personnel and seamless transition

Key Expertise Areas:
- DevOps Engineering – Kubernetes, Ansible, Terraform
- Monitoring Engineering – Grafana, Prometheus
- Cisco Engineering – High-performance network solutions
- System Administration – Linux & Windows support
- VMware Administration – vSphere, vCenter expertise
- Citrix Engineering – Secure remote access solutions
- Checkpoint & Avaya Engineering – Firewall & communication system management
- Cloud Engineering – Google Cloud, AWS, Azure
- Performance Testing – System reliability assessment
- RPA Specialization – Automation of repetitive tasks
- Cybersecurity – Asset protection & compliance assurance

Elisa Sicari
Partner – Digital, FORFIRM
+41 78 335 6397
e.sicari@forfirm.com
