Offshore Outsourcing Checklist

The checklist can be utilize, to understand / prepare business case for outsourcing

The checklist is divided into

1) Management Support for Offshore Outsourcing2) Function Level Question3) Offshore vendor checklist4) Review ( Email the copy)5) Further ste ( We will help you define)

Management Level Question Response1 Do you understand Outsourcing?2 Do you understand off shoring?3 Do you understand offshore Outsourcing?4 Define your focus industry & Core operation?5

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8 Is this the first time your organization is outsourcing9 Who Is driving the offshore outsourcing Initiative10 Is person at CXO level heading the Offshore Outsourcing Initiative ?11

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13.1 IF NO Please answer13.1.1 Were your earlier offshore outsourcing engagement successful?13.1.2 IF NO Please answer13.1.3 Did you did an analysis of why engagement failed13.1.4 IF Yes Please answer13.1.5 Did you did an analysis of why engagement were success?13.1.6 Please share Success/ failure factor from previous engagement?13.1.7 Did you realize benefit from previous offshore outsourcing engagement

14 Will this offshore outsourcing/Outsourcing impact Customer care?15 Will this offshore outsourcing/Outsourcing impact Product release?

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Function Level Question 1 What do you intend to offshore ?

2 Have you written specification for things to outsource?

3 Have you decided country for Outsourcing?

3.1 Is it Near shore Outsourcing

3.2 Is it offshore Outsourcing4 Do you intend to float RFP?

what are the business drivers for offshore outsourcing? List in order of priority ?

Please Click

What benefits do you expect derive out of this offshore outsourcing/Outsourcing engagement?

Please Click

What time frame for realizing benefits of offshore outsourcing is your organization looking at (Months)?

What is the designation of function heading offshore outsourcing initiative?

What is the most important benefit for offshore outsourcing, you are looking at?

If this is your first time to offshore Outsourcing, have you roped in an external consultant?

Will this offshore outsourcing/Outsourcing impact Core Business Operation?

Please list

5 Do you know the companies to float RFP/RFI/RFQ?6 Are you taking help of 3rd party in floating RFP/RFI/RFQ?7 If Yes, Who is co-coordinating the entire vendor selection process?

Offshore Vendor Question

1 Have you checked the financial stability of proposed vendor?2 How long the vendor has been in operation 3 What are the quality certifications vendor has achieved4 Does the vendor has documented, metrics driven process5 How fast can vendor Ramp up and Ramp down6 Is vendor muli-locational?7

8 What is the Size of vendor compared to your company?9 Have you defined the process for 9.1 Communication9.2 Escalation9.3 Team Meeting10 Have you defined the team structure11 Have you defined the POC or would go full fledged into outsourcing12 How will you manage Security of 12.1 IPR12.2 Data 12.3 Business process13 Have you done the reference checks?14 Have you defined the SLA's ( For Support and Maintenance)15

16 Have you defined process for Knowledge Management?

Score

Does the vendor has Disaster recover/ Business Continuity plan in place?

Have you defined the reports to be provided by Outsourcing Service Provider

Click to know your readiness

CRM

Development

Support and Maintenance Support, Maintenance and developm

IT operations Consulting

Business Driver for Offshore Outsourcing

Business DriverPriority 1Priority 2Priority 3Priority 4Priority 5Priority 6Priority 7

Expected Benefits For Offshore OutsourcingBenefit 1Benefit 2Benefit 3Benefit 4Benefit 5Benefit 6

Functional Level question

Function/ Process to outsourceFunction 1Function 2Function 3

Please add more rows as required

Weighted % as Critical Success Factor

Weighted % as Critical Success Factor

Criticality of process/ Function

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Done

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