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 Outsourcing

2) Function Level Question
3) Offshore vendor checklist
4) Review ( Email the copy)
5) Further steps
( We will help you define)
 Management Level Question Response
1 Do you understand Outsourcing?
2 Do you understand off shoring?
3 Do you understand offshore Outsourcing?
4 Define your focus industry & Core operation?
5 what are the business drivers for offshore outsourcing? List in order of Please Click
priority ?
6 What benefits do you expect derive out of this offshore Please Click
outsourcing/Outsourcing engagement?
7 What time frame for realizing benefits of offshore outsourcing is your
organization looking at (Months)?
8 Is this the first time your organization is outsourcing
9 Who Is driving the offshore outsourcing Initiative
10 Is person at CXO level heading the Offshore Outsourcing Initiative ?
11 What is the designation of function heading offshore outsourcing
initiative?
12 What is the most important benefit for offshore outsourcing, you are
looking at?
13 If this is your first time to offshore Outsourcing, have you roped in an
external consultant?
13.1 IF NO Please answer
13.1.1 Were your earlier offshore outsourcing engagement successful?
13.1.2 IF NO Please answer
13.1.3 Did you did an analysis of why engagement failed
13.1.4 IF Yes Please answer
13.1.5 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?
16 Will this offshore outsourcing/Outsourcing impact Core Business
Operation?

Function Level Question

1 What do you intend to offshore ? Please list

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 Outsourcing
4 Do you intend to float RFP?

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 achieved
4 Does the vendor has documented, metrics driven process
5 How fast can vendor Ramp up and Ramp down
6 Is vendor muli-locational?
7 Does the vendor has Disaster recover/ Business Continuity plan in
place?
8 What is the Size of vendor compared to your company?
9 Have you defined the process for
9.1 Communication
9.2 Escalation
9.3 Team Meeting
10 Have you defined the team structure
11 Have you defined the POC or would go full fledged into outsourcing
12 How will you manage Security of
12.1 IPR
12.2 Data
12.3 Business process
13 Have you done the reference checks?
14 Have you defined the SLA's ( For Support and Maintenance)
15 Have you defined the reports to be provided by Outsourcing Service
Provider
16 Have you defined process for Knowledge Management?

Score Click to know your readiness

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 Business Driver for Offshore Outsourcing

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

Expected Benefits For Offshore Outsourcing

Benefit 1
Benefit 2
Benefit 3
Benefit 4
Benefit 5
Benefit 6

Functional Level question

Function/ Process to outsource

Function 1
Function 2
Function 3

Please add more rows as required

Weighted % as Critical Success Factor

Done

Weighted % as Critical Success Factor

Done

Criticality of process/ Function

Done