Case Study  ·

Back-office Support

·

Scaling a records retrieval company with a custom offshore team

By

Connext

·

Published on

March 15, 2025

(

Updated

July 16, 2025

)

·

min read

See how Connext built a custom offshore team to help a records retrieval company improve speed, accuracy, and scalability.

35%

Faster estimate turnaround

$180K

Saved in annual overhead

3 weeks

To onboard estimators

0

Missed bid deadlines

Overview:

Discover how a custom offshore team can unlock new levels of growth and efficiency. This case study reveals the real-life journey of a records retrieval company that scaled its operations by tapping into the power of tailored offshore support.

Key Takeaways:

Inside this guide, you'll find:

  • Proven Scaling Strategies: Learn how targeted offshore staffing can drive rapid growth and streamline processes.
  • Step-by-Step Insights: Follow the company’s journey from initial challenges to a thriving, efficient operation.
  • Actionable Takeaways: Discover key lessons, from overcoming obstacles to optimizing team performance and reducing costs.
  • Industry Expertise: Gain a fresh perspective on leveraging global talent, with insights on how Connext’s expertise in global BPO staffing helped shape this success.

Download the PDF now to uncover strategies that can transform your business operations and inspire your next growth phase.

Get the Free Case Study now!

Fill out the form and we'll send the full case study straight to your inbox — ready to read offline or share with your team.

The Challenge

A company-wide hiring freeze left the client’s project teams without enough in-house estimators to keep pace with a growing pipeline of construction and engineering bids. In an industry where precise cost estimating is the foundation of effective project budgeting and resource allocation, every delayed estimate risked a missed submission deadline — and a lost contract.

The Approach

Connext matched the client with independent contractors who specialized in construction cost estimating, then helped rebuild a structured, multi-step budgeting process from the ground up:

More case studies

Scale Behavioral Health Revenue Cycle Operations Without Compromising Quality

See how a behavioral health billing company scaled from 37 to 66 facilities with strong reimbursement, compliance, and quality performance.

Find out more

Scaling Order Processing and Accounting Support for a Hawaii-Based Food Distributor

Build offshore teams for order processing, invoicing, picking tickets, and accounting support. Scale your food distribution business faster.

Find out more

They Were Already Offshoring. It Just Wasn't Working

See how a U.S. IT company replaced a costly contractor with a structured offshore service desk — starting with just two hires. Download the case study.

Find out more

“Connext gave us senior-level estimating expertise exactly when our hands were tied on headcount. We hit every bid deadline that quarter — something we weren’t sure was possible.”

VP of Operations, Engineering & Construction Client

Ready to Enhance Your Project Budgeting?

Talk to an Expert

Recommended For You

Scale Behavioral Health Revenue Cycle Operations Without Compromising Quality

See how a behavioral health billing company scaled from 37 to 66 facilities with strong reimbursement, compliance, and quality performance.

Find out more

Scaling Order Processing and Accounting Support for a Hawaii-Based Food Distributor

Build offshore teams for order processing, invoicing, picking tickets, and accounting support. Scale your food distribution business faster.

Find out more

They Were Already Offshoring. It Just Wasn't Working

See how a U.S. IT company replaced a costly contractor with a structured offshore service desk — starting with just two hires. Download the case study.

Find out more