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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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