TAILORED SOLUTIONS

Flexible ways to extendyour team.

Choose a delivery structure based on your workload, required skills, level of process ownership and how closely you want HV Global Solutions integrated with your day-to-day operation.

Discuss your requirements ↗Explore our services ↗

BUILT AROUND YOUR OPERATION

The right engagement model depends on the work.

Some organizations need a dedicated professional working alongside their internal team; that resource may function as a specialized virtual assistant or operational team member within the client’s systems and processes. Others need shared capacity for lower or fluctuating volumes, project-based support for defined deliverables, or managed back-office support for an agreed recurring process.

HV Global Solutions structures support around the capacity, continuity and process ownership required. Explore the service areas to see where each model can apply.

The service area stays the same. The delivery model changes to fit the engagement.

DELIVERY STRUCTURES

Four ways to structure the work.

Remote professionals and back-office capacity support your existing service requirements. They are delivery structures across our capabilities—not an additional service category.

Dedicated Resource

Consistent capacity for recurring work.

A dedicated remote professional or small dedicated team works within your existing systems, processes and communication structure to support ongoing operational work. Depending on the role, the resource may function as a specialized virtual assistant or operational team member.

Dedicated resource or team
Agreed working hours or coverage window
Works within client systems and SOPs
Ongoing task ownership
Suitable for recurring daily or weekly workflows
Capacity can scale as workload grows

Best for

Organizations with steady, recurring work that benefits from continuity and close day-to-day integration.

Examples: Insurance servicing, bookkeeping, reconciliation, healthcare administration, recurring reporting

Shared Capacity

Flexible support without a full dedicated resource.

Access trained HV Global professionals for defined recurring tasks when workload is ongoing but does not require a full-time dedicated person.

Flexible allocation of capacity
Defined recurring processes
Suitable for lower or fluctuating volumes
Support can expand or reduce as needs change
Works within agreed turnaround and workflow expectations
Useful for specialized or periodic operational tasks

Best for

Teams that need dependable recurring support but have variable or lower-volume workloads.

Examples: COI processing, eligibility checks, monthly reconciliations, recurring reports, data updates

Project-Based Support

Focused delivery around a defined outcome.

A time-bound engagement structured around a clear scope, deliverables, milestones and completion criteria.

Defined scope
Agreed timeline
Clear deliverables
Milestone-based progress
Specialist or cross-functional resources
Suitable for temporary workload or transformation initiatives

Best for

Organizations that need targeted support for a specific initiative, backlog or implementation.

Examples: CRM data cleanup, dashboard setup, backlog processing, process documentation, data preparation

Managed Back-Office Support

Broader ownership of a defined operational process.

HV Global Solutions manages an agreed workflow or recurring back-office function with defined ownership, process controls, communication and reporting.

Defined process ownership
Documented workflow and responsibilities
Quality checks
Operational reporting
Escalation structure
Ongoing review and improvement
Suitable for larger or more structured outsourcing requirements

Best for

Organizations looking to outsource a defined recurring process rather than simply add individual capacity.

Examples: Renewal support, AP processing, claims follow-up, recurring reporting operations

TEAM EXTENSION

Need more than one resource?

Dedicated resources can also be structured as a broader team extension, combining multiple roles or skill sets under a coordinated delivery model.

Insurance operations team
AP / AR / reconciliation team
Healthcare administrative team
Data and reporting support team

COMPARE THE MODELS

Choose the level of support that fits your operation.

Model	Best For	Typical Duration	Client Involvement	Scalability
Dedicated Resource	Recurring day-to-day work	Ongoing	High day-to-day visibility	Add resources as needed
Shared Capacity	Lower or fluctuating recurring workload	Flexible / ongoing	High within defined workflows	Flexible allocation
Project-Based Support	Defined deliverables or temporary needs	Fixed-term	Milestone-based	Project-specific
Managed Back-Office	Outsourcing a defined recurring process	Ongoing	Governance and oversight	High

HOW WE STRUCTURE THE ENGAGEMENT

The model is based on the way your work actually operates.

Workload Volume

How much recurring or project-based work needs to be supported.

Process Frequency

Whether the work happens daily, weekly, monthly or on demand.

Skill Requirements

The level of specialist knowledge or technical capability required.

Coverage Needs

Required working hours, overlap, turnaround expectations and availability.

Process Ownership

Whether your team wants added capacity or broader operational ownership.

Engagement Duration

Whether the requirement is ongoing, flexible or tied to a specific project.

FROM SELECTION TO DELIVERY

The engagement model defines the structure. Our delivery process defines how the work is implemented.

Once the right model is agreed, we align workflows, systems, responsibilities, communication and reporting before moving into day-to-day delivery.

01Understand
02Define
03Transition
04Execute
05Monitor
06Improve

ONE DELIVERY FRAMEWORK. MULTIPLE CAPABILITIES.

Use the same engagement structure across the services you need.

A dedicated resource, shared-capacity arrangement, project team or managed back-office structure can be applied to one service area or a combination of operational needs.

01Insurance Operations 02Accounting & Finance 03AI & Business Intelligence 04Healthcare Administrative Support

Flexible ways to extendyour team.

The right engagement model depends on the work.

Four ways to structure the work.

Dedicated Resource

Consistent capacity for recurring work.

Shared Capacity

Flexible support without a full dedicated resource.

Project-Based Support

Focused delivery around a defined outcome.

Managed Back-Office Support

Broader ownership of a defined operational process.

Need more than one resource?

Choose the level of support that fits your operation.

The model is based on the way your work actually operates.

Workload Volume

Process Frequency

Skill Requirements

Coverage Needs

Process Ownership

Engagement Duration

The engagement model defines the structure. Our delivery process defines how the work is implemented.

Use the same engagement structure across the services you need.

Where does your operation need more capacity?