As a small to medium business (SMB) owner, you’re constantly juggling a myriad of tasks. The allure of outsourcing – freeing up time, reducing costs, and accessing specialized expertise – is powerful. But not all outsourcing is created equal, and knowing what not to outsource is just as crucial as knowing what to outsource.

At Stewart & Smith Advisory, we believe in strategic outsourcing that empowers your business for future growth, rather than hindering it.

So, what aspects of your SMB are prime candidates for outsourcing?

• Repetitive, Time-Consuming Tasks: Think administrative support, data entry, basic bookkeeping, payroll processing, and even some aspects of customer service (e.g., tier-1 support for common FAQs). These tasks are essential but often don’t require your core team’s direct, high-level involvement.
• Specialized Functions (without internal expertise): Need a stunning website, a robust digital marketing strategy, or high-level financial guidance but don’t have an in-house expert? Outsourcing web development, graphic design, advanced SEO, social media management, complex IT support, or even fractional CFO support can be incredibly efficient and cost-effective for SMBs lacking these dedicated roles.
• Non-Core Activities: What isn’t directly related to your primary product or service? This could include cleaning services, certain aspects of HR administration (like background checks), or even manufacturing specific components if your core business is design and sales.
• Tasks with Variable Workloads: If a task has fluctuating demand, outsourcing can provide the flexibility to scale up or down without the overhead of permanent staff.

However, here’s the crucial caveat: Aspects of your business related to your future should NOT be outsourced.

We’re talking about anything that directly impacts your long-term vision, competitive advantage, and core innovation. These are the functions that define your unique value proposition and propel you forward.

• Strategic Planning & Vision Setting: Your business’s direction, mission, and long-term goals must remain firmly in your hands. Outsourcing this means outsourcing your very identity and future.
• Core Product/Service Development & Innovation: If your business thrives on creating unique products or services, the ideation, R&D, and core development processes should be kept in-house. This is where your intellectual property and competitive edge lie.
• Key Relationship Management: Building strong, lasting relationships with your most important clients, strategic partners, and top talent is paramount. Outsourcing these core relationship functions can dilute trust and understanding.
• Core Sales & High-Level Marketing Strategy: While some marketing execution can be outsourced, the overarching sales strategy, understanding your ideal customer, and crafting your unique brand message should be driven internally.
• Company Culture & Employee Engagement: Your internal culture is a differentiator. Fostering a positive work environment, developing your team, and maintaining strong employee engagement are critical for retention and future success.

The Stewart & Smith Advisory Approach:

We work with SMBs to identify the right balance. We help you strategically leverage outsourcing to free up your internal resources for what truly matters: growing your business, innovating, and securing your future.