The Myth of the Onsite Coordinator
One of the proven methods to improve quality of communications with the offshore team is to have a dedicated person to coordinate and oversee its activities from your site. This person should ensure the communication flow, act as liaison between the teams, and often interpret information from local to offshore language. Even if the both sides speak English fluently (e.g. outsourcing to India) there is lot of subtle differences in business lingo that need translation. More so the person could be charged with business analyst activities interpreting domain specifics to technical language of the development team. On my book offshore manager should have very solid PM/PMO skills, in-depth understanding of the processes such as SDLC, strong knowledge of the domain, and of course understanding of the offshore. The job description for the person quickly adds up to a very tall order. Add to it logistic challenges – this person typically ends up working long odd hours – and you realize that it’s not an easy task to find some who can do it.
Of course I am not the one who invented dedicated offshore managers, as a matter of fact even for a fairly small engagement your vendors would strongly recommend that you put a full time onsite coordinator on your team. The vendor is likely to have long list of Pros for adding the person to the team, not surprising it’s a very common add-on sold pretty much with every contract.
There are a few serious caveats here, if not to say traps. Something I have observed on multiple engagements:
- Onsite coordinator could be just a slightly disguised sales executive with primary objectives that have nothing to do with real objectives of offshore manager.
- Onsite coordinator could be grossly unqualified for the job but given it due to some internal reasons – for example as a holding position between assignments.
- Most often the onsite coordinator is just that – a mere coordinator – far less than you need for the position.
Each of the scenarios above is guaranteed not to deliver on the objectives of an offshore manager and to prevent engagement failure you’ll need to invest in the manager as well, in that case why do you need coordinator?
More so, one of the biggest issues with offshore onsite coordinator is the mind set, is s/he going to have your interests at heart or interests of the company which pays him salary? When inevitable problems come up on what side s/he will be? Let’s say that problems are severe and you have to take your vendor to court, can you really count on onsite coordinator to be unbiased?
I can not tell you how many times I had this discussion with offshore vendors who continue to push for the “best practice”. Well, if that’s so helpful for you to deliver on the engagement objectives why don’t you do it on your own expense? That question typically falls on deaf ears.
When you consider expense, typically either offshore rate + per diem / hotel / car / etc. or onsite rate of ~$80 an hour you realize that it’s might cost effective to find offshore manager locally. Good offshore managers are not easy to find and they are not cheap but believe me, they are worth every penny.
Offshore Interviews: Personality Aspect
There are several common misconceptions about interviewing for “personality” with the offshore resources:
- It’s irrelevant. These are not employees I am hiring, why would I care about their personality?
- It’s the same as with local resources: what’s good for the home team is good for the offshore.
- I let my gut decide or I am good at reading people and I do not need any help here.
Let me start with debunking those myths:
The first one is the easiest. Of course it’s relevant; just think about how much damage a QA engineer without attention to details can do, or how much “value” a Project Manager with no appreciation for authority and processes would bring to a project.
Why isn’t it the same in that case? In some aspects it is, for example for your staff QA engineer you would be interested in someone who has great attention to details, eye for imperfections, appreciates structure and processes, doesn’t mind repetitive work, etc. All these personality traits would be great assets for your offshore QA engineer as well. The difference comes with dynamics of the employment arrangement.
Generally you can not count on keeping offshore resources on your project over two years, after that they are likely to move on; as a matter of fact for the purposes of personality casting you would be looking for just one year in offshore case; hopefully you have a better longevity with local resources, let’s say 3 years. Over that period of time some personality traits will play a role that are not as important when it comes to one year. For example you are looking at résumé of someone who changed his job once a year; that might be a showstopper for staff position but could OK for offshore resources. What about their ambitions, desire to learn new technologies, track record of continuing education, etc. Many aspects of personality become irrelevant when you are looking for offshore resources or turn to opposite.
Another important aspect of personality interviews is the team diversity. I am not talking about race, religion, etc. instead it’s a diversity of the team. I believe in diversity of personality and when building local teams I prefer to have a well balanced but diverse team. For example you need people with “big picture” view as well as “detail” view; you need process fanatics and “break all the rules” mentality. When properly cast and well balanced diverse teams perform much better than homogeneous organizations. Of course casting is a key here, e.g. you do not need a social butterfly to work nightshift processing firewall logs. When it comes to offshore team diversity could mean unnecessary complexity and unpredictability.
One more important consideration in that regard is the fact that careers of offshore resources are not in your hands. In that light again many aspects of personality become irrelevant when you are looking for offshore resources or turn to opposite.
Now, on “I let my gut decide” topic. That’s a common approach to personality interviewing not only in offshore but for staff position all across the industry. I know that some managers are just darn good at reading people and even they make mistakes. I consider myself above average in that skill, mainly because I invested great deal of effort and education in it, and yet I make mistakes, sometimes serious ones. If your gut (intuition) can pinpoint attention to details, ability to strive under pressure, appreciation for processes, impeccable integrity… or an another side dishonesty, habitual irresponsibility, lack of work ethics… well, you probably are working as FBI profiler or psychic reader
Intuition is important and you should listen to it, no doubts about it. You just should not rely on it or just only on it when selecting members of the team, especially when working remotely, over a phone, and across the cultural differences.
Now, a really hard question: how to define personality match while interviewing offshore developers? Personality interviews are tough to begin with, offshore exacerbate the complexity of the task. The approach I typically use includes several steps:
- Simplify an ideal personality profile. For example for Black Box Tester I’d be looking only for several personality traits absence of which would be a show stopper: attention to detail, ability to handle stress, and respect for the structure / process.
- Communicate the desired profile to my vendor with a hope that the screening catches at least obvious mismatch cases.
- Prepare a few open-ended questions that cater to discovery of those specific traits. For example, “Based on your prior experience please describe a situation when you ability to handle stress helped deliver on engagement objectives”.
- Take the answers for the face value. If the candidate can fake the answer hopefully they can fake the personality trait till the time the move on to a different project.
- I usually have a few questions ready but do not necessary ask them all. Sometimes the candidate would fail a few ones just because those are unusual questions, not something they have been condition to hear. But if they can’t learn the drill after I’ve asked them a few questions, it’s not the person I’m interest in hiring anyway.
About
The price one pays for pursuing any profession or calling is an intimate knowledge of its ugly side. [James Baldwin]
In IT outsourcing one does not need to go too far to get ultimately familiar with its ugly side. However, despite all disappointments and failures I honestly believe in offshore capacity and its positive impact on the industry. I’ve seen enough success stories to continue using offshore resources myself and recommend it to others. Offshore outsourcing is one of most powerful weapons in technical leaders arsenal. And like any other powerful weapon it requires careful handling and great deal of knowledge in its use and application. Ugly enough even slight mistakes in its utilization could cost companies enormous pain and expense and technical leaders their reputation and career.
The goal of this blog is to bring to everyone involved in offshore outsourcing my 5 T’s – Thoughts, Tools, Tips, Tricks, and Traps of outsourcing. I hope you find it helpful.