What Can You Delegate to a Back-Office BPO? (Full Checklist)

• Data entry and database maintenance
• Invoice processing and accounts payable/receivable support
• Order management and fulfillment coordination
• Document scanning, indexing, and digital archiving
• Email management and inbox triage
• Scheduling and calendar management
• Recruitment support (CV screening, interview scheduling)
• Payroll data preparation
• CRM data hygiene and list management
• Research and competitor monitoring

• Financial reporting (preparation, not interpretation)
• Customer onboarding documentation
• Social media scheduling (not strategy or community management)
• Basic bookkeeping (with internal CFO oversight)
• Compliance documentation preparation
• Technical documentation drafting

These tasks require a robust handoff process, clear quality rubrics, and regular internal review — but work well with a capable offshore team.

• Strategic decision-making and executive communications
• Legal and regulatory interpretation
• Intellectual property management
• Crisis communications and PR response
• Product roadmap and R&D
• Vendor contract negotiations

Follow the SOP-before-delegation rule: every task handed to a BPO team needs a Standard Operating Procedure document before the first day. The SOP must include: step-by-step instructions with screenshots, expected output format with examples, escalation triggers (when to flag vs. when to act), and quality metrics (what good looks like vs. what triggers a review).