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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 SpeakersCharlotte JacobsBusiness Development OfficerEduardo CollDirector of OperationsDave SmithClient Services ManagerNes LopezAccount Manager
What you want: What you get: ...and LOTS of wasted time and money!
How to establish clear and conciserequirements 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• Email• Phone• Google Drive• Active Collab
The use of PM tools• JIRA• Pivotal Tracker• Maven• GitHub• Active Collab
Having a PM on both sidesWhy 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 notthe PMExpectation 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 mitigationIdentifying 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 communicationsHow should we communicate?Doesnt express Doesnt respectneeds, opinions, or needs, opinions, orfeelings. feelings other than their own.Tries to deal with needs, Respects needs,opinions, and feelings opinions, and feelings,by not both their own anddealing with them. other peoples.
Effective communicationsHow should we communicate?Apologizes for Doesnt apologizethings that arent for things that aretheir fault. their fault.May apologize but Apologizes when at fault;secretly resents it. Often allows others to takeuses sarcasm. responsibility for their actions.
Effective communicationsHow should we communicate?Feels they dont have Feel others donta right to ask for have a right towhat they want. ask for what they want.Respects the rights of Respects their ownothers but resents and others rights.and sabotages them.
Effective communicationsHow should we communicate?Avoids conflict at Avoids discomfortthe risk of at the risk ofdiscomfort. conflict.Avoids conflict Deals with conflict inindirectly. a healthy way.
Agile and Santex’s businessmodel, how to combine them Combine the right contract, with the right team and a fluid communication and you have a competitive advantage.
Developing cultural affinitywith your outsourcing team Evidence-based problem solving. Timezone closely aligned. Skilled bilingual workforce. Communication/ interaction style.
Developing cultural affinitywith your outsourcing team Find a team that fits your workplace cultureRegardless of where your outsourcingteam is located, it’s important to makesure that their workforce culture andcompany values mesh well with yourteam’s goals and priorities.