Contracting for Technical Solutions

www.olivetech.com

Focus on core functions Lower operational costs Budget control Fixed to variable costs Lower ongoing investment Avoid internal hiring Transfer of assets Suspend or delay project

Best practices Superior technology Flexibility and speed Platform agnostic Control delivery dates Acquire innovative ideas Lower risk Credibility and image

Why Outsource?

Key concerns in any outsourced project:

1. Quality

2. Timeline

3. Control

4. Budget

Address concerns through placing emphasis on:

1. Specifications

2. Communication

3. Documentation

Specifications:

Identification of problem

Articulation of problem

Business analysis

Technology roadmap

Project requirements – SRS

Identification of risks and bottlenecks

Communication:

Contact information for all concerned

Point persons on both sides

Meeting schedule linked to milestones

Communication media

Collaboration tools

Documentation:

Project proposal

MSA and WS – other contracts

Inline documentation

Code comments

Technical manual, flowcharts, psuedocode

User manual

Distance Culture Time zones Language Technology Maintenance

Communications Processes Specifications Documentation Support Training

The 3-legged stool addresses the following issues:

Provides clearly defined set of requirements Demonstrates buyer’s commitment to project Allows vendor to interact with buyer Expedites project completion Provides platform for describing the business processes,

products and services

Purpose of an RFP:

Description of the business Description of the problem Description of current environment Project and/or IT roadmap Expected service level Evaluation criteria and process Contact person(s)

What goes into the RFP:

Gain internal visibility for the project Determine project budget Establish project schedule Identify project stakeholders Identify project owner or champion Compile project requirements Contact potential suppliers

What needs to happen before the RFP:

1. Business overview2. Project overview3. Technical requirements4. Management requirements5. Pricing section6. Supplier section - qualifications7. Contracts and licenses 8. Appendices

Anatomy of an RFP:

Matching Values Right People Right Methods Project and communication tools Project or technology specific experience Proven Track Record Competitive Pricing

Supplier Selection Criteria:

1. Evaluate proposals2. Establish short list of suppliers3. Call references4. Host demonstrations5. Select supplier6. Execute NDAs, contracts7. Debrief suppliers who did not win

Post RFP Activities:

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