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Index
Outsource It! Table of Contents What readers are saying about Outsource It! Acknowledgments Introduction
Why Outsourcing? Who Is This Book For? What Is in This Book? How to Read This Book Online Resources
Part 1: Decide If, What, and How to Outsource Chapter 1: Make an Educated Decision
1.1 Get SMART: Defining Outsourcing Objectives 1.2 The Risks of Outsourcing 1.3 The Rewards of Outsourcing 1.4 Understanding the Fine Print 1.5 Cost Savings: Expectations Versus Reality 1.6 Ability to Scale 1.7 Quality of Deliverables
Chapter 2: Define and Refine Your Action Plan
2.1 What—and How Much—Should You Outsource? 2.2 Working Together: Finding the Right Outsourcing Model 2.3 A Sample Outsourcing Action Plan
Chapter 3: Select the Right Sourcing Model
3.1 Multisourcing: Tame the Risks by Diversifying 3.2 Microsourcing: Outsourcing to Freelancers 3.3 Out-Tasking and Crowd-Sourcing 3.4 Outsourcing Your Life 3.5 Best-of-Breed Sourcing Strategies
Part 2: Find the Right Vendors Chapter 4: Start with a Broad Search
4.1 The Golden Rules of Vendor Selection 4.2 Selecting the Destination 4.3 High-Level Vendor Selection Criteria 4.4 Generating a List of Prospective Vendors 4.5 Detailed Vendor Selection Criteria
Chapter 5: Move from a Long List to the Chosen Few
5.1 The RFI Process 5.2 The RFP Process 5.3 Evaluating Proposals 5.4 It’s PowerPoint Time 5.5 Watching Out for Warning Signs
Chapter 6: Choose the Right-Size Vendor
6.1 The Large-Vendor Selection Process 6.2 The Small-Vendor Selection Process 6.3 The Individual Provider Selection Process
Chapter 7: Find the Personality Magic
7.1 The Impact of Personality 7.2 Understanding Vendor Personality Types 7.3 Matching the Engagement to a Vendor’s Personality 7.4 Identifying the Personality of the Vendor 7.5 Managing Personality Differences
Chapter 8: Finalize the Selection
8.1 On-Site Visits 8.2 Technical Due Diligence 8.3 The X-Factor 8.4 The Final Decision
Part 3: Negotiate Solid Contracts Chapter 9: Negotiate for Long-Term Success
9.1 The Basics of Negotiations 9.2 The Forces That Influence the Outcome of Negotiation 9.3 Navigating the Negotiations Process 9.4 Negotiations Walkthrough 9.5 Getting What You Need with Win-Win Negotiations
Chapter 10: Learn Contract and Rate Essentials
10.1 Offshore Contract Basics 10.2 Controlling the Total Cost of Outsourcing with Your Contract 10.3 The MSA Invisibility Cloak 10.4 Rates and Total Cost of Outsourcing 10.5 The Enigma of Rates 10.6 Researching Offshore Rates 10.7 Negotiating a Fair Rate
Part 4: Lead Distributed Engagements Chapter 11: Control Your Engagement
11.1 Communicating with Your Offshore Team: Practical Matters 11.2 Communicating with Your Offshore Team: The Squishy Stuff 11.3 Managing Project Execution 11.4 Accepting Deliverables 11.5 Setting Up Metrics 11.6 The Outsourcer’s Toolbox
Chapter 12: Build and Lead Distributed Teams
12.1 Laying the Groundwork 12.2 Staffing Offshore Engagements 12.3 Choosing Candidates: The Personality Factor 12.4 Maintaining Your Team 12.5 Team Morale: Motivation and Rewards
Chapter 13: Adjust Your Development Model to Fit Your Situation
13.1 Offshore Waterfalls 13.2 Agile Offshore 13.3 Outsourcing Quality Assurance 13.4 Outsourcing Code Development 13.5 “Black Box” Outsourcing
Part 5: Keep Risks under Control Chapter 14: Mitigate the Risks of Your Engagements
14.1 Using Contracts to Mitigate Offshore Risks 14.2 Protecting Data and IP 14.3 Joint Responsibilities 14.4 Dealing with Internal Risks 14.5 Minimizing Team Impact Risks
Chapter 15: Minimize the Cost of Failures
15.1 You Are More Dependent Than You Think 15.2 The Benefits of Disposable Outsourcing 15.3 The Path Toward Disposable Outsourcing 15.4 Intermediaries in Disposable Outsourcing 15.5 Moving Toward Disposable Outsourcing in QA 15.6 The Complacency Trap
Chapter 16: Maintain the Spirit of Partnership
16.1 Watching the Pulse of the Engagement 16.2 Investing in the Relationship 16.3 Fixing What’s Broken 16.4 Terminating an Engagement 16.5 Closing Remarks
Appendix 1: Destination: Asia
A1.1 India A1.2 China A1.3 Southeast Asia
Appendix 2: Destination: Europe
A2.1 Russia A2.2 Central and Eastern Europe A2.3 Ireland and Israel
Appendix 3: Destination: The Americas
A3.1 Brazil A3.2 Mexico A3.3 Latin America A3.4 Canada A3.5 The Rural United States
Appendix 4: Outsourcing Readiness Assessment Checklist Appendix 5: Vendor Search Criteria
A5.1 Macro Factors A5.2 Critical Factors A5.3 Subjective Considerations A5.4 Tie Breakers A5.5 Personal Factors
Appendix 6: Outsourcing Checklist
A6.1 Deciding If, What, and How to Outsource A6.2 Defining Your Outsourcing Strategy A6.3 Finding Partners for Your Outsourcing Initiative A6.4 Negotiating the Contract with Selected Vendors A6.5 Building and Leading Your Offshore Team A6.6 Mitigating Risks and Minimizing the Cost of Failures A6.7 Terminating the Outsourcing Engagement
Appendix 7: Offshore Vendor Technical Assessment
A7.1 Processes A7.2 Competence A7.3 System Architecture A7.4 Technical Support and System Monitoring A7.5 Security and Privacy A7.6 Disaster Recovery and Business Continuity A7.7 Other
Bibliography
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