Outsourcing Advisory · ASX-Listed · National, AU
⭐ CEO-Endorsed
ASX-Listed Workforce Solutions Group — Outsourcing Contract Audit & Risk Mitigation
A major ASX-listed salary packaging and workforce solutions company had entered a large-scale outsourcing arrangement with a Philippines-based vendor. Concerned about transition risks, contractual gaps and operational exposure, the Group's executive leadership engaged OrtusPro Global to conduct an independent, end-to-end audit of the outsourcing contract and the vendor's in-flight processes — before full go-live.
23
Critical risks identified & documented
100%
Contractual gaps remediated before go-live
6 wks
Full audit & mitigation framework delivered
C-Suite
CEO-endorsed outcome & board presentation
What OrtusPro Delivered
✓End-to-end review of the outsourcing contract — SLAs, penalty clauses, IP protection, exit provisions and data sovereignty
✓On-ground process audit of the PH vendor's transition workflows, quality controls and escalation paths
✓Risk register with 23 prioritised risks — categorised by severity, likelihood and financial exposure
✓Mitigation playbook: process redesigns, governance structures, performance dashboards and vendor KPI frameworks
✓Board-ready executive presentation delivered to CEO and leadership team
Key Risk Areas Identified
⚠Inadequate SLA definitions — no penalty trigger mechanism for quality failures
⚠Data residency gaps — PII handling inconsistent with Australian Privacy Act obligations
⚠Knowledge transfer deficiencies — no structured runbook or business continuity plan
⚠Governance vacuum — no executive steering committee or escalation matrix defined
⚠Vendor lock-in risk — exit provisions insufficient to protect operational continuity
"The depth and quality of OrtusPro's audit work exceeded our expectations. They gave us a clear, honest picture of our exposure and a practical path to fix it. I have no hesitation in recommending them to any executive team navigating a complex outsourcing transition."
— Chief Executive Officer, ASX-Listed Workforce Solutions Group
SMSF Administration · Melbourne, AU
12-Partner Firm Triples SMSF Portfolio Without Adding Headcount
A Melbourne accounting firm managing 180 SMSF funds was overwhelmed at peak lodgement season. After engaging OrtusPro for full SMSF admin and independent audit, they scaled to 540 funds in 18 months.
40%
Cost reduction per fund
5 days
Audit turnaround (was 3 wks)
Zero
ATO compliance issues
"OrtusPro handles the compliance engine. We show up as strategic advisors. Our clients love us more than ever." — Managing Partner
CX Consulting · Financial Services, NSW
Financial Services Firm Reduces Churn 28% Through CX & Outsourcing Redesign
A $45M NSW financial services firm with four disconnected outsourcing vendors and an NPS of +12. OrtusPro redesigned their CX strategy, rationalised vendors to two and launched a VoC program.
28%
Reduction in client churn
32%
Outsourcing cost reduction
6 wks
First measurable results
"OrtusPro didn't just give us a strategy — they transformed how we actually operate." — CEO
Accounting & Advisory · Brisbane, QLD
Boutique Firm Cuts Compliance Costs 35% & Launches Advisory Practice
A 5-partner Brisbane practice was spending 70% of staff time on routine compliance. After outsourcing bookkeeping, tax returns and introducing Virtual CFO packs, they grew advisory revenue 2x in 12 months.
35%
Cost reduction per client
2x
Advisory revenue growth
4 hrs
Partner time saved/week
Administration Services · Sydney, NSW
8-Partner Firm Recovers 20+ Hours Per Week & Boosts Client Satisfaction
Accountants were spending 3-4 hours daily on phones and admin. Client calls were going to voicemail. After engaging OrtusPro for virtual reception and practice admin, the firm's Google rating jumped from 3.9 to 4.8.
20+
Partner hours/week recovered
4.8★
Google review (was 3.9)
22%
New client conversion lift