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Accelerating Product Delivery:
How to Smoothly Onboard and
Integrate an External Team
Prepared by Oksana Shperling
05/11/2023
OKSANA SHPERLING
Project Manager, Velvetech, LLC
• 5+ years of experience in managing projects with
in-house and external development teams engaged
• Successfully managed multi-module product
releases delivered by these teams
About the Speaker
Accelerating
Software Product
Delivery
COMMONLY OUTSOURCED STRATEGIC ACTIVITIES
Source: 99Firms.com
Global Trends in Software Product Development
Global Trends in Software Product Development
Source: Clutch.co
MOST COMMONLY OUTSOURCED BUSINESS PROCESSES
Source: IDC, 2022
DISRUPTIVE TECHNOLOGIES AND
INNOVATIONS LEAD TO COMPETITIVE MARKET
Worldwide IT Industry Predictions
Global Trend on Collaborations Across Industries
Source: HBR.ORG
Ø Communication problems
Ø Cultural and work style differences
Ø Insufficient quality control
Ø Intellectual property pitfalls
Ø Project management issues
Ø Lack of trust
Common Challenges
ü Access to specialized skills and expertise
ü Cost savings
ü Scalability
ü Increased efficiency
ü Risk management
ü Improved quality
ü Faster time-to-market
WHAT YOU GET
Engaging an External Team: Benefits
LACK OF IN-HOUSE EXPERTISE LIMITED RESOURCE
Signs You Need to Engage an External Team
TIME CONSTRAINTS BUDGET CONSTRAINTS
• Data entry and processing
• Product development and data services
• Web design and development
• Customer service
• Digital marketing
• Human Resources
• Accounting
Examples: Startups
GOAL: QUICKER MVP DELIVERY TO A MARKET
• Reduce and control costs of operation
• Improve the company's focus
• Unleash internal resources for innovation
• Boost efficiency in resource-intensive
functions
• Maximize use of external resources
Examples: Mature Business
GOAL: SCALE OPERATIONS WHILE MAINTAING
THE EXISTING SOLUTION
• Fill skills gap
• Access specialized knowledge
• Increase efficiency and productivity
• Reduce costs
• Focus on core activities
• Improve quality and reliability
• Enhance scalability and flexibility
Examples: Business With a Gap in Technical Skills
GOAL: FILL THIS GAP WITH AN EXTERNAL TEAM
Engaging
an External Team
• Domain experience
• Technology experience
• Process improvements
• Management experience
• Full development cycle
• In-house team extension
Partner Selection: Define the Goal
FOCUS ON YOUR NEEDS
Partner Selection: Check the Proficiency Level
CONFIRM RELEVANT EXPERIENCE AND
REFERENCES
CLARIFY SERVICE PACKAGE IN SELECTION
PROCESS
EVALUATE PROACTIVITY AND
COLLABORATION OF EXTERNAL TEAM
CHECK WEBSITE AND SOCIAL MEDIA
ACTIVITY
How to Smoothly
Integrate & Onboard
an External Team
Ø Agree on the service level and expected team
engagement
Ø Set clear expectations as to what you expect
the team to accomplish
Essentials for Successful Partnership
GOALS FIRST
• Roles and responsibilities
• Communication channels
• Frequency of communication
• Time zones
• Escalation process
• Tools and technology
• Documentation and reporting
COMMUNICATION PROTOCOL
Essentials for Successful Partnership
ON-TIME DELIVERY QUALITY OF WORK PRODUCTIVITY
Essentials for Successful Partnership: KPIs
COMMUNICATION COST-EFFECTIVENESS CUSTOMER SATISFACTION
Success Stories
Widely Known Brands
CLIENT:
Supervest bridges the gap between accredited
investors, MCA funding companies, and merchants
in need of capital by providing an easy-to-use,
secure, and transparent platform for alternative
investment management.
PROJECT:
Velvetech builds a SaaS platform to advance
alternative investment management and help
connect accredited investors with U.S. merchants
in need of loans
Learn More:
https://www.velvetech.com/case-studies/investment-management-platform-development/
The Case: Investment Management Platform
CLIENT:
The Client is an online marketplace that
streamlines the search, selection, and reservation
of long-term care facilities. Their platform allows
both customers and long-term care providers to
manage the booking process and ensure a
seamless journey from inquiry to move-in.
PROJECT:
Velvetech helps create a one-stop marketplace to
book long-term care residences for seniors
Learn More:
https://www.velvetech.com/case-studies/long-term-care-booking-system-development/
The Case: Long-Term Care Booking Platform
TED DEVINE
CEO, Insureon
“We had to have a software development partner,
largely because we did not have all the capabilities
internally. But as we picked that, we had to have
somebody that could work at our pace and our speed…
in true partnership.
And that is where Velvetech came in. They have been
amazing in enhancing our team every step of the way,
adding capability. And they really do feel like a part
of Insureon.”
The Case: 8+ Years of Partnership
Wrapping Up
COMMON GOAL AND FULL ENGAGEMENT OF BOTH TEAMS.
GOAL-DRIVEN APPROACH IS MISSION-CRITICAL
RESPONSIBILITY IS SHARED BUT NOT MIXED
SUCCESS IS ABOUT BEING ORGANIZED, EXPERT, AND CARING
Recap
1
2
3
TO CHOOSING A TRUSTED SOFTWARE
DEVELOPMENT PARTNER
Learn More…
CHECK OUR FREE GUIDE
Thank You!
+1 (847) 559-0864
sales@velvetech.com
www.velvetech.com
601 Skokie Blvd.,
Suite105,
Northbrook, IL 60062

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Accelerating Product Delivery: How to Smoothly Onboard and Integrate an External Team

  • 1. Accelerating Product Delivery: How to Smoothly Onboard and Integrate an External Team Prepared by Oksana Shperling 05/11/2023
  • 2. OKSANA SHPERLING Project Manager, Velvetech, LLC • 5+ years of experience in managing projects with in-house and external development teams engaged • Successfully managed multi-module product releases delivered by these teams About the Speaker
  • 4. COMMONLY OUTSOURCED STRATEGIC ACTIVITIES Source: 99Firms.com Global Trends in Software Product Development
  • 5. Global Trends in Software Product Development Source: Clutch.co MOST COMMONLY OUTSOURCED BUSINESS PROCESSES
  • 6. Source: IDC, 2022 DISRUPTIVE TECHNOLOGIES AND INNOVATIONS LEAD TO COMPETITIVE MARKET Worldwide IT Industry Predictions
  • 7. Global Trend on Collaborations Across Industries Source: HBR.ORG
  • 8. Ø Communication problems Ø Cultural and work style differences Ø Insufficient quality control Ø Intellectual property pitfalls Ø Project management issues Ø Lack of trust Common Challenges
  • 9. ü Access to specialized skills and expertise ü Cost savings ü Scalability ü Increased efficiency ü Risk management ü Improved quality ü Faster time-to-market WHAT YOU GET Engaging an External Team: Benefits
  • 10. LACK OF IN-HOUSE EXPERTISE LIMITED RESOURCE Signs You Need to Engage an External Team TIME CONSTRAINTS BUDGET CONSTRAINTS
  • 11. • Data entry and processing • Product development and data services • Web design and development • Customer service • Digital marketing • Human Resources • Accounting Examples: Startups GOAL: QUICKER MVP DELIVERY TO A MARKET
  • 12. • Reduce and control costs of operation • Improve the company's focus • Unleash internal resources for innovation • Boost efficiency in resource-intensive functions • Maximize use of external resources Examples: Mature Business GOAL: SCALE OPERATIONS WHILE MAINTAING THE EXISTING SOLUTION
  • 13. • Fill skills gap • Access specialized knowledge • Increase efficiency and productivity • Reduce costs • Focus on core activities • Improve quality and reliability • Enhance scalability and flexibility Examples: Business With a Gap in Technical Skills GOAL: FILL THIS GAP WITH AN EXTERNAL TEAM
  • 15. • Domain experience • Technology experience • Process improvements • Management experience • Full development cycle • In-house team extension Partner Selection: Define the Goal FOCUS ON YOUR NEEDS
  • 16. Partner Selection: Check the Proficiency Level CONFIRM RELEVANT EXPERIENCE AND REFERENCES CLARIFY SERVICE PACKAGE IN SELECTION PROCESS EVALUATE PROACTIVITY AND COLLABORATION OF EXTERNAL TEAM CHECK WEBSITE AND SOCIAL MEDIA ACTIVITY
  • 17. How to Smoothly Integrate & Onboard an External Team
  • 18. Ø Agree on the service level and expected team engagement Ø Set clear expectations as to what you expect the team to accomplish Essentials for Successful Partnership GOALS FIRST
  • 19. • Roles and responsibilities • Communication channels • Frequency of communication • Time zones • Escalation process • Tools and technology • Documentation and reporting COMMUNICATION PROTOCOL Essentials for Successful Partnership
  • 20. ON-TIME DELIVERY QUALITY OF WORK PRODUCTIVITY Essentials for Successful Partnership: KPIs COMMUNICATION COST-EFFECTIVENESS CUSTOMER SATISFACTION
  • 23. CLIENT: Supervest bridges the gap between accredited investors, MCA funding companies, and merchants in need of capital by providing an easy-to-use, secure, and transparent platform for alternative investment management. PROJECT: Velvetech builds a SaaS platform to advance alternative investment management and help connect accredited investors with U.S. merchants in need of loans Learn More: https://www.velvetech.com/case-studies/investment-management-platform-development/ The Case: Investment Management Platform
  • 24. CLIENT: The Client is an online marketplace that streamlines the search, selection, and reservation of long-term care facilities. Their platform allows both customers and long-term care providers to manage the booking process and ensure a seamless journey from inquiry to move-in. PROJECT: Velvetech helps create a one-stop marketplace to book long-term care residences for seniors Learn More: https://www.velvetech.com/case-studies/long-term-care-booking-system-development/ The Case: Long-Term Care Booking Platform
  • 25. TED DEVINE CEO, Insureon “We had to have a software development partner, largely because we did not have all the capabilities internally. But as we picked that, we had to have somebody that could work at our pace and our speed… in true partnership. And that is where Velvetech came in. They have been amazing in enhancing our team every step of the way, adding capability. And they really do feel like a part of Insureon.” The Case: 8+ Years of Partnership
  • 27. COMMON GOAL AND FULL ENGAGEMENT OF BOTH TEAMS. GOAL-DRIVEN APPROACH IS MISSION-CRITICAL RESPONSIBILITY IS SHARED BUT NOT MIXED SUCCESS IS ABOUT BEING ORGANIZED, EXPERT, AND CARING Recap 1 2 3
  • 28. TO CHOOSING A TRUSTED SOFTWARE DEVELOPMENT PARTNER Learn More… CHECK OUR FREE GUIDE
  • 29. Thank You! +1 (847) 559-0864 sales@velvetech.com www.velvetech.com 601 Skokie Blvd., Suite105, Northbrook, IL 60062