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Practical Steps to Expeditiously Closing a Mid-Size Offshore Outsourcing Transaction

by Editors on March 30, 2007

Head over to PLI to download a free article by William A. Tanenbaum (Kaye Scholer LLP) on getting offshoring deals closed. PLI’s take is that Tanenbaum offers “a streamlined, ten-step process to bringing agreements ‘to execution in a reasonably prompt time period.’” Tanenbaum’s program (head over to PLI at the link below to get the full article) contains the following ten steps:

  1. Customer assessment of its business and outsourcing goals;
  2. Generate vendor interest;
  3. Issue a Master Services Agreement and Statements of Work;
  4. Customer allowed providers to “bid” on different “lots”;
  5. Customer communicates that winning providers will be eligible for future phases;
  6. Use an online, real-time bidding process;
  7. Cross-Functional customer team evaluated finalists and provided checklists in advance;
  8. Due diligence by providers;
  9. Contract negotiations; and
  10. Selection of two providers and completion of contract process.

PLI – Lawyers Toolbox

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{ 1 comment… read it below or add one }

Robert Rogers January 7, 2009 at 2:35 pm

The link to the PLI article does not seem to be working. I think this is timely as many companies need to reevaluate the costs going in to their transactions, especially cross-border transactions. I think the key comes from streamlining the process in such a way that allows for portability, efficiency and expertise.

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