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How to outsource with success
Agenda
• Establishing clear and concise requirements
• Establishing clear communication
• Choosing a development methodology
• Choosing outsource destination/market
• Developing cultural affinity with your outsourcing
team
The Speakers
Charlotte Jacobs Business Development Officer
Eduardo Coll Director of Operations
Dave Smith Client Services Manager
Nes Lopez Account Manager
What you want: What you get:
...and LOTS of wasted time and money!
How to establish clear and concise requirements with your partner • Establish a trust relationship • Define a project owner from day 0 • Due to the partner relationship we build, the
project owner is part of our team • The project owner will be the single point of
contact to define and refine requirements, thus eliminating harmful interference and minimizing scope/project creep
Tools to establish communication
• Skype
• Phone
• Google Drive
• Active Collab
The use of PM tools
• JIRA
• Pivotal Tracker
• Maven
• GitHub
• Active Collab
Having a PM on both sides
Why should I do it? • Each can focus on coordinating the efforts of
his/her own team.
• Confirming key milestone dates and scheduling
meetings.
• Keeping the communication fluid by talking to one
another as needed.
• Remove blockers to contribute to the project flow.
• Help identifying and resolving project issues.
Why the development talent is not the PM
Expectation that the development talent will also be
the PM.
The PM facilitates critical thinking, helps with the
assignment and management of workload and by
guiding the work.
Their leadership skills, including the following, are
great contributions:
• aligning front-line practice with the client goals
and priorities
• inspiring staff to do their best work
• recognizing staff contributions
Risk management and mitigation
Identifying risks on time is a key factor in project
success.
Risk mitigation is all about understanding those risks
that can impact the objectives of the project, and
taking the appropriate steps to reduce the risks to
an acceptable level.
• Cost-benefit analysis of the mitigation cost versus
the anticipated loss;
• Timeline to implement;
• Ensure resource availability.
Effective communications How should we communicate?
Tries to deal with needs, opinions, and feelings by not dealing with them.
Doesn't express needs, opinions, or feelings.
Doesn't respect needs, opinions, or feelings other than
their own.
Respects needs, opinions, and feelings,
both their own and other people's.
Effective communications How should we communicate?
May apologize but secretly resents it. Often uses sarcasm.
Apologizes for things that aren't their fault.
Doesn't apologize for things that are
their fault.
Apologizes when at fault; allows others to take
responsibility for their actions.
Effective communications How should we communicate?
Respects the rights of others but resents and sabotages them.
Feels they don't have a right to ask for what they want.
Feel others don't have a right to
ask for what they want.
Respects their own and others' rights.
Effective communications How should we communicate?
Avoids conflict indirectly.
Avoids conflict at the risk of discomfort.
Avoids discomfort at the risk of
conflict.
Deals with conflict in a healthy way.
Communication process
Agile and Santex’s business model, how to combine them
Combine the right contract, with the right team and a fluid communication and you have a competitive advantage.
Developing cultural affinity with your outsourcing team
Timezone closely aligned.
Skilled bilingual workforce.
Communication/ interaction style.
Evidence-based problem solving.
Developing cultural affinity with your outsourcing team
Regardless of where your outsourcing team is located, it’s important to make sure that their workforce culture and company values mesh well with your team’s goals and priorities.
Find a team that fits your workplace culture
Thanks
Contact Info
www.santexgroup.com
U.S. 1+ (619) 231-8824
