3. Agenda
• Establishing clear and concise requirements
• Establishing clear communication
• Choosing a development methodology
• Choosing outsource destination/market
• Developing cultural affinity with your outsourcing
team
4. The Speakers
Charlotte Jacobs
Business Development Officer
Eduardo Coll
Director of Operations
Dave Smith
Client Services Manager
Nes Lopez
Account Manager
5. What you want: What you get:
...and LOTS of wasted
time and money!
6. 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
7. Tools to establish communication
• Skype
• Email
• Phone
• Google Drive
• Active Collab
8. The use of PM tools
• JIRA
• Pivotal Tracker
• Maven
• GitHub
• Active Collab
9. 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.
10. 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
11. 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.
12. Effective communications
How should we communicate?
Doesn't express Doesn't respect
needs, opinions, or needs, opinions, or
feelings. feelings other than
their own.
Tries to deal with needs, Respects needs,
opinions, and feelings opinions, and feelings,
by not both their own and
dealing with them. other people's.
13. Effective communications
How should we communicate?
Apologizes for Doesn't apologize
things that aren't for things that are
their fault. their fault.
May apologize but Apologizes when at fault;
secretly resents it. Often allows others to take
uses sarcasm. responsibility for their
actions.
14. Effective communications
How should we communicate?
Feels they don't have Feel others don't
a right to ask for have a right to
what they want. ask for what they
want.
Respects the rights of Respects their own
others but resents and others' rights.
and sabotages them.
15. Effective communications
How should we communicate?
Avoids conflict at Avoids discomfort
the risk of at the risk of
discomfort. conflict.
Avoids conflict Deals with conflict in
indirectly. a healthy way.
17. 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.
18. Developing cultural affinity
with your outsourcing team
Evidence-based
problem solving.
Timezone closely
aligned.
Skilled bilingual
workforce.
Communication/
interaction style.
19. Developing cultural affinity
with your outsourcing team
Find a team
that fits your
workplace
culture
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.
