It Offshore Outsourcing in Capital Markets

The paper serves as a guideline for IT managers- The business is very dynamic and requirements are
planning to move development offshore. The issuesnever really frozen
discussed are from an outsourcer’s perspective.- Technical challenges are demanding
The focus is more on time and money (T&M)- The organizations are less structured in their
engagements as compared to fixed price (FP),functioning
because in FP there is little control of the outsourcer.- Information/documentation is typically not easily
The points discussed are based on the author’savailable or shared
experience in the investment banking (IB) or capitalOffshoring
markets IT industry but should be applicable to otherOutsourcing has probably always been the simple part,
verticals. The paper isn’t about the merits ofpeople have been doing it for years and the
offshore outsourcing.organizational systems are designed for it. But when it
The various sections in the paper are IB IT industrycomes to offshoring there is reluctance in managers to
traits, FP and T&M engagement definitions, typicaldo it. Some of the common fears or questions which
notions on offshoring, issues observed in offshoringmanagers have in offshoring their work are:
and suggested remedies, traditional vendor1. How do I manage team members so far away?
management department activities, recommendedManagers still feel it would be an overhead to plan and
approaches to offshore-onsite team structuring,track work being done by team members far away.
offshore-onsite project execution and reducing vendor2. My requirements keep changing so how do I
dependency tips.delegate work? In the IB industry in many key areas
There are some traits of the IB IT sector which hasthe requirements are always in a flux and the time to
made outsourced offshoring more challenging thanmarket is very less. This does pose a challenge in
others like supply-chain, retail and insurance. They are:segregating large and independent chunks of work.
- Cost isn’t a very big factor in IT projects