BUSINESS INFORM JOURNAL.

УКР

ENG

Search:

REGISTRATION CERTIFICATE

KV #19905-9705 PR dated 02.04.2013.

FOUNDERS

RESEARCH CENTRE FOR INDUSTRIAL DEVELOPMENT PROBLEMS of NAS of Ukraine (KHARKIV, UKRAINE)

ROR

EDRPOU 05481984

According to the decision No. 802 of the National Council of Television and Radio Broadcasting of Ukraine dated 14.03.2024, is registered as a subject in the field of print media.
ID R30-03156

PUBLISHER

Liburkina L. M.

CATALOG

Typology of Outsourcing and Stages of Its Implementation at the Enterprise
Fedotova I. V., Bocharova N. A., Strilchuk R. М., Frizel V. V.

Fedotova, Iryna V. et al. (2026) “Typology of Outsourcing and Stages of Its Implementation at the Enterprise.” Business Inform 5:750–750.

Section: Management and Marketing

Article is written in Ukrainian
Downloads/views: 0

UDC 658.5:658.7:005.932

Abstract:
The article examines the theoretical and applied aspects of outsourcing typology and the stages of its implementation at enterprises under conditions of a dynamic and unstable external environment. The relevance of outsourcing as a strategic management tool that enables cost optimization, concentration on core competencies, increased flexibility of business processes, and access to specialized resources and technologies is substantiated. A generalization of domestic and foreign scientific approaches to outsourcing classification is carried out, and the main criteria for its typologization are identified, including functional purpose, level of integration, geographical localization, scope of delegated functions, nature of interaction between parties, level of risks, and form of contractual relations. Based on the analysis of scientific sources, existing outsourcing implementation models are systematized and comparatively characterized with the identification of their advantages and limitations. It is determined that most existing models do not provide a comprehensive combination of strategic, risk-oriented, and operational approaches to outsourcing management. An original eight-stage outsourcing implementation model is proposed, covering strategic substantiation, risk assessment, determination of the scope of transferred functions, partner selection, contract conclusion, function transfer, monitoring, and evaluation of results. The proposed model is characterized by the integration of three management levels, the application of the continuous improvement principle, and adaptation to the conditions of an unstable economic environment. Additional attention is paid to the role of the control system and mechanisms for assessing the efficiency of outsourcing interaction. The practical significance of the results lies in the possibility of their application to improve business process management, optimize resource provision, and enhance enterprise competitiveness.

Keywords: outsourcing, outsourcing typology; business processes; enterprise management; implementation stages; strategic management; function delegation; competitiveness.

Fig.: 3. Tabl.: 4. Bibl.: 34.

Fedotova Iryna V. – Doctor of Sciences (Economics), Professor, Professor, Department of Management, Kharkiv National Automobile and Highway University (25 Yaroslava Mudroho Str., Kharkіv, 61002, Ukraine)
Email: [email protected]
Bocharova Nadiia A. – Candidate of Sciences (Economics), Associate Professor, Associate Professor, Department of Management, Kharkiv National Automobile and Highway University (25 Yaroslava Mudroho Str., Kharkіv, 61002, Ukraine)
Email: [email protected]
Strilchuk Ruslan М. – Candidate of Sciences (Economics), Associate Professor, Associate Professor, Department of Economics and Business Administration, Rivne State Humanitarian University (12 Stepana Bandery Str., Rivne, 33028, Ukraine)
Email: [email protected]
Frizel Veronika V. – Masters Student, Kharkiv National Automobile and Highway University (25 Yaroslava Mudroho Str., Kharkіv, 61002, Ukraine)
Email: [email protected]

List of references in article

Aubert B., Patry M. & Rivard S. (1998). Assessing the risk of IT outsourcing. Proceedings of the Thirty-First Hawaii International Conference on System Sciences. IEEE Xplore. https://doi.org/10.1109/HICSS.1998.654830
Bazaliiska N. (2022). Modeliuvannia biznes-protsesiv autsorsynhu personalu yak optymizatsiinoi HR-tekhnolohii upravlinnia pidpryiemstvom za suchasnoho stanu ekonomiky [Modeling business processes of personnel outsourcing as an optimization HR technology of enterprise management under the current state of the economy]. Modeling the Development of the Economic Systems, 1, 108–119. https://doi.org/10.31891/mdes/2022-3-13
Beer S. (1985). Diagnosing the System for Organizations. Wiley.
Bergstra J. A. & Vlijmen S. F. (2010). Business Mereology: Imaginative Definitions of Insourcing and Outsourcing Transformations. ArXiv. https://doi.org/10.48550/arXiv.1012.5739
Blumenberg S., Beimborn D. & Koenig W. (2008). Determinants of IT Outsourcing Relationships: A Conceptual Model. Proceedings of the 41st Annual Hawaii International Conference on System Sciences (HICSS 2008). https://doi.org/10.1109/hicss.2008.119
Burdenko I. M. & Yaroshyna A. P. (2018). Autsorsynh: poniattia, vydy ta suchasnyi stan rozvytku [Outsourcing: concept, types and current state of development]. Pryazovskyi ekonomichnyi visnyk, 6, 513–518. https://essuir.sumdu.edu.ua/server/api/core/bitstreams/3054c3bb-1442-4204-affd-a85e2fb88582/content
Didukh O. V. & Martyniak M. Z. (2016). Etapy zdiisnennia autsorsynhovoi diialnosti vyrobnychymy pidpryiemstvamy [Stages of implementing outsourcing activities by manufacturing enterprises]. Efektyvna ekonomika. https://www.economy.nayka.com.ua/?op=1&z=4721
Fedotova I. V. (2021). Systemnyi pidkhid do ekoloho-innovatsiinoho upravlinnia ATP [System approach to ecological and innovative management of ATP]. Ekonomika transportnoho kompleksu, 38, 77–94. https://doi.org/10.30977/ETK.2225-2304.2021.38.77
Fedotova I. V. (2013). Formuvannia modeli zhyttiezdatnoi systemy upravlinnia ATP [Formation of a model of a viable ATP management system]. Ekonomika transportnoho kompleksu, 22, 108–119. https://dspace.khadi.kharkov.ua/server/api/core/bitstreams/4827a444-d8e8-47f3-8d57-219bff77d329/content
Greaver M. F. (1999). Strategic Outsourcing: A Structured Approach to Outsourcing Decisions and Initiatives. New York: AMACOM.
Hazuda L. M. & Saldan T. Yu. (2015). Autsorsynh yak instrument pidvyshchennia konkurentospromozhnosti pidpryiemstva [Outsourcing as a tool to increase enterprise competitiveness]. Naukovyi visnyk Mukachivskoho derzhavnoho universytetu. Seriia «Ekonomika», 2(4), 124–128. https://dspace.uzhnu.edu.ua/server/api/core/bitstreams/b64ed3ec-57d9-40ac-b858-3ead4e32d642/content
Heywood J. Brian (2001). The Outsourcing Dilemma: The Search for Competitiveness. Dorchester, M. A.: Financial Times / Prentice Hall.
International Organization for Standardization (2000). ISO 9001:2000 Quality management systems. Requirements. Geneva: ISO.
Khan G., Khan S. & Niazi M. (2024). Complex outsourcing relationships management model. Journal of Software Evolution and Process, 1(37). https://doi.org/10.1002/smr.2724
Kosinova Ye. S. (2020). Hospodarsko-pravove zabezpechennia autsorsynhovykh vidnosyn u natsionalnii ekonomitsi: monohrafiia [Economic and legal support of outsourcing relations in the national economy: monograph]. Kharkiv: Pravo.
Kozachko M. V. (2010). Zahalna kharakterystyka osnovnykh etapiv uprovadzhennia autsorsynhu na pidpryiemstvi [General characteristics of the main stages of outsourcing implementation at an enterprise]. Formuvannia rynkovoi ekonomiky: zb. nauk. pr. [Formation of market economy: coll. of scient. works] (pp. 313–320). Kyiv: KNEU.
Krupa O. V. (2011). Evoliutsiia naukovykh pohliadiv na formuvannia autsorsynhovykh posluh [Evolution of scientific views on the formation of outsourcing services]. Visnyk Khmelnytskoho natsionalnoho universytetu, 6(4), 237–240.
Kryvenko E. Yu. (2017). Autsorsynh: istoriia rozvytku ta analiz rynku [Outsourcing: history of development and market analysis]. Suchasni napriamky rozvytku ekonomiky i menedzhmentu na pidpryiemstvakh Ukrainy: zbirnyk materialiv III Vseukrainskoi naukovo-praktychnoi konferentsii studentiv, aspirantiv ta molodykh vchenykh (m. Kharkiv, 14 hrudnia 2017 r.) [Modern directions of economic and management development at enterprises of Ukraine: collection of materials of the III All-Ukrainian scientific and practical conference of students, postgraduates and young scientists (Kharkiv, December 14, 2017)] (pp. 196–200). Kharkiv: KhNADU. https://dspace.khadi.kharkov.ua/server/api/core/bitstreams/4fd285f4-f2e6-4ce6-aad6-4c91416a87e2/content
Lacity M. & Willcocks L. (2012). Outsourcing Business and I.T. Services: the Evidence of Success, Robust Practices and Contractual Challenges. Legal Information Management, 1(12). https://doi.org/10.1017/S1472669612000060
Liutak O. M., Baula O. V. & Tatarchuk D. D. (2024). Autsorsynh v mizhnarodnomu biznes-seredovyshchi: perspektyvy ta vyklyky [Outsourcing in international business environment: prospects and challenges]. Ekonomichnyi prostir, 191, 275–279. https://doi.org/10.32782/2224-6282/191-45
Makovoz O. V. & Zaitseva A. S. (2021). Sutnist autsorsynhu yak novoi modeli orhanizatsii biznesu ta yoho znachennia dlia rozvytku mizhnarodnykh vidnosyn [Essence of outsourcing as a new model of business organization and its significance for the development of international relations]. Visnyk ekonomiky transportu i promyslovosti, 74, 84–91. https://doi.org/10.18664/btie.74.280871
Morhulets O., Nyshenko O. & Zinchenko O. (2020). Vprovadzhennia autsorsynhu biznes-protsesiv na pidpryiemstvi [Implementation of business process outsourcing at the enterprise]. Financial and Credit Activity Problems of Theory and Practice, 34(3), 283–292. https://doi.org/10.18371/fcaptp.v3i34.215522
Mykalo O. I. (2010). Analiz ta klasyfikatsiia form autsorsynhu [Analysis and classification of outsourcing forms]. Ekonomichnyi prostir, 37, 216–222.
Parkhomenko N. O. (2020). Autsorsynh yak stratehiia orhanizatsiinoho rozvytku biznes-system u hlobalnomu seredovyshchi [Outsourcing as a strategy for organizational development of business systems in a global environment]. Naukovyi visnyk Uzhhorodskoho natsionalnoho universytetu. Seriia «Mizhnarodni ekonomichni vidnosyny ta svitove hospodarstvo», 33 (2), 21–28. https://doi.org/10.32782/2413-9971/2020-33-26
Prokhorenko O. V. (2017). Morfolohichnyi analiz poniattia «autsorsynh» [Morphological analysis of the concept "outsourcing"]. Visnyk Natsionalnoho tekhnichnoho universytetu «KhPI». Seriia «Aktualni problemy rozvytku ukrainskoho suspilstva», 29, 103–107. https://repository.kpi.kharkov.ua/server/api/core/bitstreams/e62d35bb-b760-4fe0-9f06-5e49062df3dc/content
Pylypenko Yu. I., Shahoian S. M. & Dushenko A. I. (2025). Autsorsynh yak forma pidvyshchennia konkurentozdatnosti hlobalnykh korporatsii na rynkakh YeS [Outsourcing as a form of increasing the competitiveness of global corporations in EU markets]. Stalyi rozvytok ekonomiky, 4, 460–467. https://doi.org/10.32782/2308-1988/2025-55-62
Reverenda N. Yu., Reverenda M. S. & Telestakov Ye. A. (2024). Autsorsynh yak instrument upravlinnia liudskymy resursamy v umovakh hlobalizatsii [Outsourcing as a human resource management tool in the context of globalization]. Ekonomika ta suspilstvo, 61. https://doi.org/10.32782/2524-0072/2024-61-119
Soderberg L., Bengtsson L. & Kaulio M. (2017). A model for outsourcing and governing of maintenance within the process industry. Operations Management Research, 10, 20–32. https://doi.org/10.1007/s12063-016-0121-0
Shynkarenko V. H. (2013). Obekt marketynhovoi deiatelnosty predpryiatyia [Object of marketing activity of an enterprise]. Ekonomika transportnoho kompleksu, 22, 82–97. https://dspace.khadi.kharkov.ua/server/api/core/bitstreams/a9d58b66-e148-467f-9dda-df1801a3fa43/content
Tovazhnianskyi P. V. (2022). Bazova model ta alternatyvy autsorsynhu [Base model and alternatives of outsourcing]. Suchasni napriamky rozvytku menedzhmentu ta ekonomiky v umovakh VUCA-svitu: zb. mater. mizhnar. nauk.-prakt. konf. zdobuvachiv vyshchoi osvity i molodykh vchenykh (m. Kharkiv, 17 lystopada 2022 r.) [Modern directions of development of management and economics in the conditions of VUCA-world: coll. of mater. of int. scient.-pract. conf. of higher education applicants and young scientists (Kharkiv, November 17, 2022)] (pp. 203–205). Kharkiv: KhNADU. https://dspace.khadi.kharkov.ua/server/api/core/bitstreams/13154d2e-3b92-478a-ab39-7afdbd820095/content
Vorontsova A. & Rusu L. (2014). Determinants of IT Outsourcing Relationships: A Recipient – Provider Perspective. Procedia Technology, 16, 588–597. https://doi.org/10.1016/j.protcy.2014.10.007
Wang M. & Wei X. (2019). Research on Logistics Outsourcing Decision-making Model Based on Cost and Competence. Proceedings of The First International Symposium on Management and Social Sciences (ISMSS 2019) (pp. 40–43). https://doi.org/10.2991/ismss-19.2019.8
Wi?otzki M., Timm F., Wiebring J. & Koc H. (2014). Investigation of IT Sourcing, Relationship Management and Contractual Governance Approaches – State of the Art Literature Review. Proceedings of the 16th International Conference on Enterprise Information Systems (pp. 280–287). https://doi.org/10.5220/0004865502800287
Zorii O. M. & Kovalenko T. V. (2013). Osoblyvosti zastosuvannia autsorsynhu [Peculiarities of outsourcing application]. Ekonomichnyi analiz, 3(14), 18–28. https://www.econa.org.ua/index.php/econa/article/viewFile/224/106