WO2001095223A2 - Method and system for outsourcing information technology projects and services - Google Patents
Method and system for outsourcing information technology projects and services Download PDFInfo
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- WO2001095223A2 WO2001095223A2 PCT/US2001/018621 US0118621W WO0195223A2 WO 2001095223 A2 WO2001095223 A2 WO 2001095223A2 US 0118621 W US0118621 W US 0118621W WO 0195223 A2 WO0195223 A2 WO 0195223A2
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/06—Buying, selling or leasing transactions
- G06Q30/08—Auctions
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
Definitions
- the present invention relates to an information technology (IT) outsourcing methodology. More particularly, the present invention relates to a method and system configured for facilitating the outsourcing of information technology projects and services, including the plan-oing, outsourcing, procuring, managing and/or delivering of the information technology projects and services.
- IT information technology
- the most popular outsourcing countries continue to include the U.S., UK, India, Ireland, Israel, Russia, Vietnam and the Philippines.
- the current outsourcing process is plagued with several problems, including inefficiencies in developing project specifications, as well as difficulties in identifying potential companies to outsource projects, such as searching costs, tapping global resources, verifying qualifications of providers, and selecting the best IT provider company.
- an exemplary method and system can be configured for facilitating the outsourcing of information technology of projects and services.
- the exemplary method and system can be configured for the planning, outsourcing, and procuring of information technology projects and services.
- the method and system can be implemented to enable buyers and IT providers to confer and agree in a very efficient, neutral and intelligent manner.
- These information technology projects and services can range from the simple and not urgent, to the complex and time critical.
- an exemplary outsourcing method and system can comprise a start module, a registration module, a request for proposal (RFP) module, a matching module, a bidding and discussion module, and a selection module configured for the planning, outsourcing, and procuring of information technology projects and services.
- RTP request for proposal
- a system and method for outsourcing IT projects and services can also include a project administration method and system for delivering and/or managing the IT projects and services.
- the project administration method and system can be configured to enable the buyer and the provider to oversee the delivery of the IT project, such as by using a browser-based application, to provide a secure workspace where project teams can suitably collaborate, conduct online conversations, track project milestones, monitor service levels, resolve issues, solicit feedback and/or authorize payment.
- the method and system can be accomplished by providing automated processes and systems, through online and/or packaged software, implemented at the host and client systems.
- the automated processes and systems can comprise extensive knowledge base, rule-based and state of the art database driven, self-learning business logic based on an end-to-end IT outsourcing process.
- security features can be suitably implemented to provide protection to the to data and information for buyers and prospective providers.
- Figure 1 is a block diagram representation of an exemplary implementation of a method and system for outsourcing information technology in accordance with the present invention
- Figure 2 is a block diagram representation of another exemplary implementation of a method and system for outsourcing information technology in accordance with the present invention
- Figure 3 is a block diagram representation of yet another exemplary implementation of a method and system for outsourcing information technology in accordance with the present invention
- Figure 4 illustrates a block diagram representation of an exemplary method and system for outsourcing information technology projects and services in accordance with the present invention
- Figure 5 illustrates a block diagram representation of an exemplary method and system for administrating and managing information technology projects and services in accordance with the present invention
- Figure 6 illustrates an exemplary buyer and provider profile for an exemplary matching process in accordance with the present invention
- Figure 7 illustrates an exemplary matrix as may be utilized in an exemplary selection process in accordance with the present invention
- Figure 8 illustrates an exemplary RFP and provider bidding profile as may be utilized in an exemplary selection process in accordance with the present invention
- Figure 9 illustrates a block diagram representation of another exemplary method and system for outsourcing information technology projects and services in accordance with the present invention
- Figures 10 illustrates an exemplary registration process in accordance with the present invention
- Figures 11 illustrates an exemplary request for proposal process in accordance with the present invention
- Figures 12 illustrates an exemplary communication network for implementation of an outsourcing method and system in accordance with the present invention.
- Figures 13 illustrates another exemplary communication network for implementation of an outsourcing method and system in accordance with the present invention.
- the present invention may be described herein in terms of various software modules and processing steps. It should be appreciated that such modules and steps may be realized by any number of hardware components configured to perform the specified functions. For example, the present invention may employ various input/output devices, data storage and memory devices, terminals, and the like, which may carry out a variety of functions under the control of one or more microprocessors or other control devices. In addition, those skilled in the art will appreciate that the present invention may be practiced in any number of communication contexts and that the illustrative embodiments as described herein are merely two exemplary applications for the invention.
- an exemplary method and system can be configured for facilitating the outsourcing of information technology of projects and services.
- the exemplary method and system can be configured for the planning, outsourcing, procuring, managing and/or delivering of information technology projects and services.
- the method and system of the present invention enables buyers, i.e., companies that need IT projects and/or services implemented and completed, to obtain end-to-end knowledge and support to initiate, decide and implement IT projects and services with providers, i.e., world-wide companies suitably qualified and willing to provide outsourced IT projects and services to others.
- providers i.e., world-wide companies suitably qualified and willing to provide outsourced IT projects and services to others.
- the method and system can be implemented to enable buyers and IT providers to confer and agree in a very efficient, neutral and intelligent manner for the planning, outsourcing, procuring, managing and/or delivering of information technology projects and services.
- These information technology projects and services can range from simple and non-urgent types, to very complex and time critical projects and services.
- an implementation 100, 200 or 300 of the method and system of the present invention can comprise at least one buyer entity, an outsourcing system, and at least one provider entity.
- the buyer and provider entities can comprise various forms and configurations for using the outsourcing system and methodologies.
- a buyer entity can comprise an IT department or organization 102 within a company or corporation.
- IT department 102 can access providers 106 through utilization of an outsourcing system 104 configured to provide a global marketplace solution such that IT projects and services can be developed and implemented.
- a buyer entity can comprise one or more enterprises or divisions 202 within a company having a need for IT projects and services. These enterprises or divisions 202 can suitably utilize outsourcing system 204 independently of each other to identify, select and utilize providers 206 as desired, i.e., outsourcing system 204 can provide a buyer solution for coordinating and handling multiple projects of multiple enterprises within a single buyer.
- a buyer entity can comprise a global network 302 of buyers having a need for IT projects and services, with each buyer being capable of independently selecting and utilizing providers 306 through use of an outsourcing system 304 which operates as a market maker solution. Accordingly, a buyer entity comprise any configuration from a single buyer to multiple or networked buyers.
- a provider entity can suitably comprise a single IT provider, or a private or global services network of IT providers, such as networks 106, 206 or 306.
- the single IT provider, or any of the providers within networks 106, 206 or 306 can comprise various types of IT providers.
- the IT providers can comprise application providers for developing and providing IT applications.
- the IT providers can comprise service providers for servicing IT systems within the buyer's company.
- the IT providers can comprise network providers for developing or managing a network system with the buyer's company, or consulting providers for providing general or specific consulting resources to the company.
- the outsourcing systems and methodologies can be suitably implemented in various manners.
- the outsourcing systems and methodologies can be suitably implemented through an Internet Protocol (IP) network having a secure marketplace, or through software that can be suitably integrated into the buyer's existing technology systems.
- IP Internet Protocol
- Other configurations are possible for implementation as well.
- an exemplary method and system for facilitating the outsourcing of IT projects and services can comprise various features, functional modules, components and elements in accordance with various exemplary embodiments of the present invention.
- an exemplary method and system can be configured for the planning, outsourcing, procuring, managing and/or delivering of information technology projects and services.
- an exemplary outsourcing system 400 can comprise a start module 402, a registration module 404, a request for proposal (RFP) module 406, a matching module 408, a bidding and discussion module 410, and a selection module 412.
- Start module 402 suitably comprising an initialization process for enabling a buyer or provider to interface outsourcing system 400.
- Registration module 402 suitably comprises a mechanism for facilitating the creation of a secure workplace or operation for buyers and providers of IT projects and services, with the workplace containing various levels of buyer and provider information.
- registration module 402 can comprise functions for capturing and editing the summary and detailed profiles of the various buyers and sellers. These summary and detailed profiles can be suitably captured and edited through a security managing function within or associated with registration module 402 to ensure the security of the data and information collected.
- the summary and detailed profiles can comprise the capture of numerous data elements, for example 400 or more data elements, to enable outsourcing system 400 to suitably match potential buyers and providers for outsourcing IT projects and services.
- RFP module 406 suitably comprises a comprehensive request for proposal (RFP) mechanism for permitting a buyer to provide outsourcing system 400 with the particular IT service or solution needs, requirements and/or specifications for an IT project or service.
- RFP module 406 comprises a customizable, intelligent, template driven technology configured for incorporation of numerous outsourcing elements for suitably identifying an IT project or service requested by the buyer.
- the template technology can be configured to be context sensitive, so that the template forms can change based on the buyer's industry and domain responses.
- the categories of the outsourcing elements captured within RFP module 406 can include various types, such as domain knowledge, technical skill sets, development platforms, experience base, quality certifications, and the budget and time to market.
- RFP module 406 can be configured to provide the ability for the buyer to attach additional documents and materials that might be necessary for a provider to submit a bid.
- RFP module 406 can be adaptable to be utilized as a request for information (RFI) tool to enhance the outsourcing process for buyers wishing to incorporate RFP module 406 as a preliminary outsourcing step.
- RFID request for information
- Matching module 408 suitably comprises an intelligent search and matching engine configured for analyzing data and criteria obtained from buyers within RFP module 406 to suitably match providers based on the data elements captured from the providers during registration module 404. Through the matching process, matching module 408 can be configured to identify and alert only qualified providers of the opportunity to bid, i.e., only those providers meeting a minimum level of matching between data and criteria of buyers and data elements defining the qualifications of providers. In addition, matching module 408 can be configured to provide the buyer with the option to match the RFI/RFP criteria only with providers the buyer currently utilizes, to match within a global network of IT providers, or match with both groups of providers.
- Matching module 408 can also be suitably configured to notify each qualified provider through various mechanisms, such as through via e-mail messages through an IP or other network, or other manners of written correspondence, providing the buyers with the buyer's RFI/RFP for IT projects and/or services, a template driven bid form, the bid deadline and the ability to upload supporting documentation.
- the buyer can also be notified through similar mechanisms to identify the number of qualified provider matches found.
- Bidding and discussion module 410 suitably comprises a mechanism for facilitating the collaboration between buyers and providers to obtain an improved understanding of the RFP and desired IT project and services to facilitate an effective bidding process.
- module 410 can provide secure channels of communication between a buyer and a single provider or a group of providers.
- all modes of communications e.g., whether asynchronous or synchronous, can be suitably monitored by module 410, with transcripts made available according to preset user rights.
- module 410 can suitably provide bid templates to the selected providers in their private, secure workspace.
- the bid templates can be configured to be unique based on the type of RFI/RFP inquiry submitted by the Buyer.
- Each provider selected to bid on a project can be provided a deadline for submittal that is determined by the buyer. After the bid deadline has passed, an automatic notification can be submitted to the buyer and all selected providers.
- the notification can be suitably submitted to providers to indicate that the bids will be made available to the buyer and suitably scored, ranked and short-listed and/or selected during the process of selection module 412.
- providers that did not submit a bid can also be encouraged to bid on future projects of the buyer or other buyers.
- Selection module 412 suitably comprises an intelligent bid selection engine configured to score and rank the provider bids based on buyer specified selection criteria.
- selection module 412 can be configured to suitably score, rank, and provide results to buyers in a readily comparable format, for example a matrix format, along with complete bid documents from the providers.
- the ranking provided by selection module 412 can suitably takes into consideration levels of importance and weights specified by the buyer for the data and criteria submitted in RFP module 406 with the responses submitted by the providers to create a selection matrix that enables a buyer to compare the bids in a one-to-one fashion.
- outsourcing system 400 can be implemented to enable buyers and IT providers to confer and agree in a very efficient, neutral and intelligent manner for the planning, outsourcing, and/or procuring of information technology projects and services.
- systems and methodologies include a process for suitably selecting and matching buyers of information technology with appropriate providers
- various of the above steps, functions and features may be suitably modified or deleted, and/or arranged in various manners, and that the above description is merely for illustrative purposes.
- start module 402 and registration module 404 are illustrated as separate modules, the features and functions can be suitably incorporated into or otherwise combined within registration module 404 in accordance with various other exemplary embodiments of the present invention.
- additional features, modules and components can be suitably implemented.
- method and system 900 suitably comprises a buyer component 901 and a provider component 903.
- Buyer component 901 suitably comprises a group of buyers 902 comprising public or private buyers, as well as several modules and components configured for performing registering, requesting, matching, discussing and/or selecting functions for outsourcing IT projects and services.
- Provider component 903 suitably comprises a group of providers 904 comprising a public and private IT providers, as well as several modules and components for performing registering and/or bidding functions for outsourcing IT projects and services.
- a registration module 910 may suitably operate in conjunction with a registration module 912, or the features and functions of registration modules 910 and 912 may be suitably combined into a single module.
- a registration module 910 may suitably operate in conjunction with a registration module 912, or the features and functions of registration modules 910 and 912 may be suitably combined into a single module.
- Start modules 906 and 908 can suitably comprise any initialization process for enabling a buyer or provider to interface outsourcing system 900.
- this initialization process can comprise various forms and steps, such as the accessing of outsourcing system 900 through Internet access, or any other communication network or protocol.
- buyers 902 and providers 904 can utilize, for example, a client machine 1202 to access outsourcing system 900 resident on host server 1206 through an IP network 1204.
- registration module such as a registration module 402 suitably comprises a buyer registration module 910 and a provider registration module 912 that provides a mechanism for facilitating the creation of a secure workplace or operation for buyers and providers of IT projects and services, with the workplace containing various levels of buyer and provider information.
- a registration process can comprise a choose category step 1002, a collect general information step 1004, a collect domain knowledge step 1006, and a collect technical skills step 1008.
- a client i.e., a buyer 902 or provider 904
- a category of services and projects for buyer 902 to procure, or for provider 904 to offer or market.
- a category for software development, for services such as IT administration, for networks or for consulting can be suitably selected.
- collect general information step 1004 can be utilized to suitably collect information regarding the buyer 902 and provider 904, such as, for example, the identification, the history, the address, the number of employees and other resources of the businesses, and other like information of buyer 902 and provider 904.
- the registration process of buyer 902 is essentially completed.
- additional information can be collected in step 1006 and 1008.
- collect domain knowledge step 1006 data and information of provider 904 regarding areas or domains of knowledge and expertise can be identified.
- a provider 904 can signify experience in fields such as healthcare, biotech, legal, artificial intelligence, telecommunications, financial services and the like.
- provider 904. can be suitably identified and selected by provider 904.
- Any other area of knowledge or expertise that can outline the experience of a provider 904 can also be suitably identified and listed in step 1006.
- data and information of provider 904 regarding technical skills and expertise can be identified within a domain or area of expertise.
- technical skills within the area of database platforms, programming languages or web or Internet technologies, such as Oracle, XML, Java and Javascript, assembly, COBOL, HTML, Windows, SQL server or any other platforms, languages and technologies can be suitably identified.
- outsourcing system 900 can suitably utilize the collected information during a matching process to suitably match RFP inquiries with the most qualified providers 904.
- outsourcing system 900 can also suitably assign a secured workspace area for buyers 902 and providers 904 in a step 1010 to facilitate access to the various modules and components, such as RFP, selection and discussion modules. Moreover, as circumstances change for a provider 904, the collected data and information can be suitably accessed and updated through the secured workspace areas. While exemplary outsourcing system 900 illustrates separate start modules 906 and 908, it should again be noted that such modules can be suitably incorporated or otherwise combined with registration modules 910 and 912, e.g., start module 906 combined with registration module 910, and start module 908 combined with registration module 912. Moreover, other combinations are equally plausible in accordance with other exemplary embodiments of the present invention.
- outsourcing system 900 can also include a provider database 916 configured for storing information and data collected with respect to providers 904.
- Provider database 916 can comprise any conventional database for storage of data and information.
- provider database 916 can suitably provide a database of providers 904 for matching module 918 to suitably utilize during the matching process.
- RFP module 914 suitably comprises a comprehensive request for proposal (RFP) mechanism for permitting one or more buyers 902 to provide outsourcing system 900 with an RFP for specific IT project or service solution needs, requirements and/or specifications.
- RFP request for proposal
- a mechanism for RFP module 914 can be comprised of various processing steps for providing an RFP inquiry, including an initiate specification development step 1102, a collect project information step 1104, and an entering weighting criteria step 1106.
- a buyer 902 can suitably initiate the development of the specifications for one or more IT projects and services.
- a buyer 902 can suitably select an RFP template provided for each such IT project request.
- each RFP template can be suitably associated with buyer 902 to facilitate the initiation of specification development, and can be utilized for later recall and application.
- This project information can comprise many types and forms of information, including any general project information, such as simple project details like time sensitivity, pricing structure, project duration and the like, any technical i information, such as required domain knowledge, related specific technical skills, and managerial experience, any statements of work, as will be described in more detail below, and any related supporting documents.
- general project information such as simple project details like time sensitivity, pricing structure, project duration and the like
- technical i information such as required domain knowledge, related specific technical skills, and managerial experience, any statements of work, as will be described in more detail below, and any related supporting documents.
- buyer 902 can suitably provide weighting criteria to the specified data collected in step 1104.
- the weighting criteria can be suitably applied by buyer as desired to any of the specified data collected, or if desired, to all of the specified data elements.
- the weighting criteria can suitably comprise any range of scalable factors.
- the scalable factors can comprise a ranking of low, medium or high interest, or various ranges in between.
- the scalable factors can be ranked numerically, e.g.., from a scale of 1 to 5 or 1 to 10, such as the scaling weight factors for the RFP profile illustrated in Figure 6. Accordingly, any manner for scaling factors can be utilized in accordance with weighting step 1104.
- outsourcing system 900 can suitably facilitate the matching of qualified providers with the RFP profile of buyer 902.
- outsourcing system 900 suitably comprises a matching module 918.
- Matching module 918 suitably comprises an intelligent search and matching engine configured for analyzing data and criteria obtained from buyers 902 and contained within RFP module 914 to suitably match providers 904, such as provider profiles stored within provider database 916, based on the data elements captured from the providers during registration module 912.
- matching module 918 can be configured to match only qualified providers within database 920, or only with providers the buyer currently utilizes, or match with both groups of providers.
- matching module 918 To assess the profile of provider 904 to determine if appropriate for a given buyer 902, a technical details match can be conducted by matching module 918.
- the domain knowledge captured and assessed from the RFP inquiry can be suitably matched against the provider profile to return a match that either meets or exceeds the required knowledge base.
- FIG. 6 an exemplary matching process is illustrated.
- the matching module 918 can attempt to match with a corresponding category in a provider profile 602 obtained from registration module 912.
- matching module 918 suitably assigns an appropriate score for each category in the RFP table 604 and the provider profile 602.
- Values entered for each category can be assigned, for example, a score between 1-5, with a default of 1, or a score ranging from 1 to 10, or any other variation. Moreover, a value of low, medium or high, or other ranges in between, can be suitably assigned. All values or scores can be suitably assigned by a user administration with the outsourcing system 900 when deploying matching module 918, or the user administration can assign or change these values at any time during the outsourcing process.
- the project management skills can also be assessed. For example, with buyer 902 having set a minimum criteria level and providers 904 having entered the average experience of a project manager for provider 904, in the event the average experience meets the minimum criteria, a set value may be assigned to the score or rank of provider 904, such as, for example, 5 points. In the event the average experience exceeds the minimum criteria, an extra point may be added for each range of age above the minimum criteria, e.g., for every three years above the minimum criteria, while one or more points may be subtracted for each range of age below the minimum criteria.
- an evaluation component can be computed by multiplying a value assigned to the level of complexity to a value assigned to the time criticality.
- the values can be suitably assigned by user administration and selected by buyer 902 as appropriate.
- an assessment can be conducted a point value may be assigned depending on the size of the provider 904. For example, if the evaluation component is less than 9, then 10 points can be assigned to a small provider, 11 points to a medium provider, and 12 points to a large provider. If the evaluation component is at least 9 but less than 12, then 10 points can be assigned to a small provider, 12 points to a medium provider, and 13 points to a large provider. Moreover, if the evaluation component is at least 12 but less than 16, then 5 points can be assigned to a small provider, 10 points to a medium provider, and 1 points to a large provider. Again, it should be noted that any suitable range of values may be assigned by user administration or buyer, depending on the criticality of company size and time to the project as determined by buyer 902.
- a quality verification for provider 904 may also be conducted. For example, a determination as to whether a provider 904 is ISO - 5, SEI/CMM - 7, or ISO+ SEI/CMM - 8 certified, may be conducted, with a value assigned to each certification held by provider 904. Moreover, a separate quality verification can be conducted, for example, by selecting a score from a verification table and assigning a value from 1 to 10, and then adding that score to the total. Like the other features described above, this process can also have manual intervention, such as user administration function.
- outsourcing system 900 can suitably provide a qualified list of providers 904 for bidding on an RFP provided by buyer 902 to RFP module 914.
- These qualified providers can be suitably compiled within a qualified provider database 920, or any other manner of storing identified candidates for bidding.
- outsourcing system 900 may be prepared to initiate the bidding process.
- discussion module 922 and bidding module 924 suitably comprises a mechanism for facilitating the collaboration between buyers and providers to obtain an improved understanding of the RFP and desired IT project and services to facilitate an effective bidding process.
- provider 904 can be suitably notified in various manners, and can receive the RFP of buyer 902 in the workspace of provider 904.
- module 922 can provide secure channels of communication between a buyer and a single provider or a group of providers.
- all modes of communications e.g., whether asynchronous or synchronous, can be suitably monitored by module 922, with transcripts made available according to preset user rights.
- the channels for communication can include web conferencing or teleconferencing, all of which can be suitably scheduled on the workspace of buyer 902 and provider 904.
- module 924 can suitably provide bid templates to the selected providers in their private, secure workspace.
- the bid templates can be configured to be unique based on the type of RFI/RFP inquiry submitted by the Buyer 902.
- Each provider 904 selected to bid on a project can be provided a deadline for submittal that is determined by the buyer 902.
- Provider 904 can suitably submit bidding information 926 which can include, for example, design and development cost estimates, man-hour estimates, material cost estimates and the like.
- provider 904 can upload any supporting information that may be useful in the evaluation of the bid of provider 904. After the bid deadline has passed, an automatic notification can be submitted to the buyer 902 and all selected providers 904.
- the notification can be suitably submitted to providers 904 to indicate that the bids will be made available to the buyer 902 and suitably scored, ranked and short-listed and/or selected during the process of selection module 928.
- any qualified providers 904 that did not submit a bid can also be encouraged to bid on future projects of the buyer or other buyers 902.
- a selection module 928 is configured to facilitate selection by buyer of a qualified provider from database 924 for the RFP inquiry.
- selection module 928 suitably comprises an intelligent bid selection engine configured to score and rank the bids of provider 904 based on buyer 902 specified selection criteria.
- the bid selection criteria may be suitably assessed by buyer 902 through use of selection module 928.
- selection module 928 an exemplaiy selection profile 800 is illustrated. This can include the conducting of a further technical details match.
- the technical details captured from the RFP module 914 can be provided in an RFP table 804 and matched against a provider bidding profile 802 to return a match that meets or exceeds the required knowledge.
- the associated logic could comprise for each check box or other selection element in RFP module 914, e.g., within RFP table 804, a matching with text/checkbox or selection element in provider bidding profile 802, providing an appropriate score for each element.
- the project management skills can again be assessed by comparing the values from RFP table 804 against the values in provider bidding profile 802. For example, the average experience of a project manager can be determined, with different values assigned depending on whether the project manager experience meets, exceeds or falls below the minimum selection criteria of the RFP inquiry. Moreover, the company size can be assessed by the captured data in RFP module 914 by a method similar to that above in provider matching criteria. Further, the prior relevant project experience can also be evaluated. For example, the selection module 928 can collect prior relevant project experience in profiler bidding profile 802 to provide details of average team size, duration of projects, and the like. In addition, a keyword match, e.g., a search for Meta Data, Rule-Based data and the like, can be conducted to determine the amount and relevancy of similar projects. The ratings and values assigned to each element can be provided by similar methods to those described above.
- a rating and scoring system can be provided by identifying any relevant or similar projects, and then computing an evaluation factor based on the project team size multiplied by the duration of the project, e.g., the number of weeks. For example, if the evaluation factor, i.e., the project team size multiplied by the duration of the project, is less than 25, then 1 point can be assigned to the score for relevant project experience; if less than 50, then 2 points can be assigned, if less than 75, then 3 points can be assigned, and so on. Moreover, any other values or ranges of evaluation factors can be suitably implemented to compute a score for the relevant project experience of provider 904. Moreover, the quality, performance history, verification, and infrastructure features can also be suitably assessed by the processes described above in matching module 918 for matching provider criteria, e.g., values can be assigned depending on various criteria set forth by buyer 902.
- the estimated effort required for the project can be determined.
- values can be taken from profiler bidding profile 802.
- the effort required can be calculated as the average team size available for the project multiplied by the duration required for the project.
- This data and result can also be collected, queried and assessed separately for projects located off shore and on site, as well as projects provided with long and short lead times, or any other definable criteria capable of providing additional assessment information for buyer 902.
- the corresponding costs can be evaluated and determined. For example, the development cost including various fees, can be determined and broken down for both on site and off shore projects, including any travel, boarding and lodging, and other expenses.
- the resulting data from all costs can also be accumulated, and scores can be assigned based on a median calculated for all providers 904. For example, if the resulting costs data is greater than two times the median score, no points are assigned; if more than 50% greater than the median, 4 points can be assigned; and if more than 25% greater than the median, 6 points can be assigned. On the other hand, if the resulting costs data is 25% less than the median, 8 points can be assigned, and if the costs data is 50% less than the median, 10 points can be assigned. In addition, other ranges and number can be suitably implemented depending on the desired weight of buyer 902 with respect to cost figures. Moreover, the levels of evaluation, e.g., greater than 25%, less than 50%), can be suitably increased, with the assigned points suitably prorated accordingly.
- a warranty period for the project can also be determined, with a rating system, such as, for example, assigning 5 points for a warranty period greater than 90 days, 4 points for warranty period less than 90 but greater than 60 days, 3 points for a warranty period less than 60 but greater than 30 days, 2 points if the warranty period is less than 30 days, and no points if no warranty is provided:
- a rating system such as, for example, assigning 5 points for a warranty period greater than 90 days, 4 points for warranty period less than 90 but greater than 60 days, 3 points for a warranty period less than 60 but greater than 30 days, 2 points if the warranty period is less than 30 days, and no points if no warranty is provided:
- any other range of values may be suitably selected and determined by user administration depending on the weight given by buyer 902.
- a thorough bidder profile 802 can be developed to facilitate selection by buyer 902.
- a selection matrix can be developed. With reference to Figure 7, an exemplary selection matrix 700 is illustrated.
- selection module 928 can be configured to suitably score, rank, and provide results to buyers 902 in a readily comparable format, for example matrix format 700, along with complete bid documents from the providers 904.
- the ranking provided by selection module 928 can suitably take into consideration levels of importance and weights specified by the buyer for the data and criteria submitted in RFP module 914 with the responses submitted by the providers 904 to create a selection matrix 700 that enables a buyer 904 to compare the bids in a one-to-one fashion.
- buyer 902 can suitably select a provider 904 for the RFP inquiry based on the composite scores only, or upon other substantive factors deemed important to buyer 902.
- buyer 902 can select a short-list of providers 904 for conducting further interviews, prior to selecting the winning bid.
- the IT project can commence.
- outsourcing system 900 can be implemented to enable buyers and IT providers to confer and agree in a very efficient, neutral and intelligent manner for the planning, outsourcing, and/or procuring of information technology projects and services.
- systems and methodologies include a process for suitably selecting and matching buyers of information technology with appropriate providers, various of the above steps, functions and features may be suitably modified or deleted, and/or arranged in various manners, and that the above description is merely for illustrative purposes.
- provider database module 916 and qualified provider database module 920 are illustrated as separate modules, the features and function can be suitably incorporated into or otherwise combined within a single database module, or with registration modules 910 or 912, or any of the other modules in accordance with various other exemplary embodiments of the present invention.
- additional modules can be implemented within outsourcing system 900.
- a specification consulting module 930 can also be suitably included, such as in connection with RFP module 914, to provide consulting assistance in developing the RFP specification.
- a selection consulting module 932 can also be included to facilitate the operation of discussion module 922 and/or selection module 928.
- Such consulting modules 930 and/or 932 can comprise the use of rule-based, cased-based or other artificial intelligence applications, or human intervention, to provide consulting assistance.
- outsourcing system 900 can be implemented to enable buyers and IT providers to confer and agree in a very efficient, neutral and intelligent manner for the planning, outsourcing, and/or procuring of information technology projects and services. Further, instead of the typical six-month period for conventional outsourcing methods, outsourcing system 900 can be conducted in significantly less time, for example, as little as three weeks. Accordingly, provider 904 is ready to initiate work on the IT project. However, it may be desirable for buyer 902 to have a mechanism for overseeing the IT project, including any milestones and deadlines. In accordance with another aspect of the present invention, a system and method for outsourcing IT projects and services can also be configured for delivering and/or managing the IT projects and services.
- a project administration method and system can be provided to facilitate the delivering and/or managing the IT projects and services.
- the project administration method and system can be configured to enable the buyer and the provider to oversee the delivery of the IT project, such as by using a browser-based application, to provide a secure workspace where project teams can suitably collaborate, conduct online conversations, such as with discussion module 922, track project milestones, monitor service levels, resolve issues, solicit feedback and/or authorize payment.
- the project administration system can be configured to review a content-based weekly or other periodic report that can provide an overview of the status of the project, and can provide various features such as a project milestones table, a performance metrics table and graphs, the access to all issues that have been raised, the ability to interact via online conferences that are archived for future reference, and the ability to facilitate financial transactions tied to completion of project milestones.
- project administration system 500 suitably comprises a project milestones module 502, a performance metrics module 506, a periodic update module 508, a discussion module 514, an update performance module 520, a milestone payment module 522, and a project end module 526.
- Project milestones module 502 comprises a table containing various milestones, e.g., various events, tasks, or steps required or otherwise to be performed for completion of the project, and which can be selected by either a buyer 516, a provider 510, or both.
- Project milestones module 502 is suitably configured for tracking the percentage of completion of each project, including the percentage of completion for event, task or step.
- Performance metrics module 506 is configured for tracking the performance criteria along the path of a project, e.g., from module 502 through module 526. As a result, issues deemed important to buyer 516 or provider 510 can be suitably tracked and archived, e.g., stored within project database 504, for future reference.
- a project set-up consulting module 528 can be included to facilitate the tracking of project milestones and performance metrics.
- Update module 508 can be configured for various update periods, such as daily, weekly, monthly or any other period. In the exemplary embodiment, update module 508 is configured for a weekly update. Upon completion of the updating process, various report configurations can be provided to buyer 516 and provider 510.
- a provider 510 can suitably update a project with a project status 512 provided to update module 508.
- a buyer 516 can suitably review project status 512 and comment and discuss with provider 510 in discussion module 514.
- buyer 516 can provide a status confirmation 518 to update performance module 520.
- Update performance module 520 is configured to update the project milestones and performance metrics provided within modules 502 and 506.
- update performance module 520 can suitably provide updated performance criteria to update module 508 for reporting to provider 510 and buyer 516.
- project administration system 500 can also include an issue resolution consulting module 530 configured for providing consulting assistance to buyer 516 and provider team 510. As each milestone is reached or completed, buyer 516 has an option to provide or release a payment 524 to provider 510 through use of milestone payment module 522.
- Milestone payment module 522 can comprise any payment distribution system. In an exemplary embodiment, milestone payment module 522 can be configured for electronic payment authorization to provider 510. The process of providing project status 512 to update module 508, discussing of project status in module 514, and providing status confirmation 518 to update performance module 520 can suitably continue until the project is completed.
- project end module 526 is provided for a final review and confirmation of project completion. This can include the making of any final payments or refunds, the return of any materials of buyer 516 and provider 510, and the fine tuning or adjustment of any projects.
- project end module 526 can also be configured to facilitate and acquire feedback from buyer 516 and provider 510.
- the feedback received as a result of the project tracking process can be suitably provided to a virtual reputation system within outsourcing system, as will be described in more detail below.
- an exemplary outsourcing system can also be configured with a project administration method and system to facilitate the delivering and/or managing of the IT projects and services.
- update module 508 and performance update module 520 could be suitably combined into a single update module.
- status confirmation 520 could be provided directly to update module 508.
- Other similar modifications are contemplated within the various exemplary embodiments of the present invention.
- a statement of work can be provided to further facilitate the selection and administration functions of the outsourcing system.
- an automated statement of work can be captured in the form of questions and responses from the buyers in the RFP profile within RFP module 914.
- the statement of work data can be carried forward to the provider's bid profile within bidding module 924 where providers can respond with the required information.
- Other details can also be captured in statement of work including project milestones from milestone module 502, any resources for each milestone and payment percentage for each milestone.
- the information from the statement of work can be automatically populated in a milestone table with milestone module 502.
- the provider and buyer can further update and customize the statement of work as desired.
- a virtual reputation system can be provided.
- the virtual reputation system suitably comprises a background evaluation of the provider's capabilities as the provider goes through the outsourcing process, and can be comprised of three subsystems, including a bid reputation, project reputation and process reputation subsystem.
- the bid reputation subsystem evaluates the quality of the provider's bid each time the provider responds to an RFI/RFP inquiry through bidding module 924, e.g. the bid subsystem evaluates the adherence to buyer specified formats, timely submission of responses, mode of response, presence of a bid proposal as attachment, and presence of standard information in the bid proposal.
- the project reputation subsystem evaluates the quality of the provider as they complete a project, such as during completion of end module 526.
- the project reputation subsystem suitably tracks milestone completion successes, performance benchmarks on project metrics, number of issues raised with severity level, responsiveness, communication and others during use of modules 502 through 526.
- the process reputation subsystem tracks the provider's performance through all other phases of the outsourcing process.
- Process reputation subsystem becomes active at the time of registration, i.e., during registration modules 910 and 912, and measures the provider's accuracy and quality throughout the outsourcing system.
- virtual reputation scores can be accessible at matching module 918 and selection module 928, including the selection matrix.
- a quality assurance module can be included.
- the quality assurance module can suitably comprise an intelligent, algorithm-based technology that is built on OOPs concept and is modular in nature.
- the quality assurance module can assess providers on different key performance indicators (KPIs) necessary for executing a project.
- KPIs key performance indicators
- the quality assurance module can be carried out in association with global quality assurance certification programs, e.g., BVQI, TUV and BSI.
- the quality assurance module can be implemented in at least two phases, including a web based and an onsite phase.
- the quality assurance module assessment can include a qualitative and quantitative assessment, that results in a comprehensive report on a provider's capabilities to execute a project, including a standardized rating system that may be used across providers.
- the quality assurance module assessment can also provide deep insight into an organization's ability to meet the buyer's requirements.
- the quality assurance module can be administered annually, or as requested , and provides an updated status.
- the KPIs covered under the program can include, among others, domain knowledge and experience, technical and functional skills, infrastructure and development environment, quality assurance processes and systems, performance management, delivery and risk management, pricing models, project management skills, human resource initiatives, and customer orientation.
- the outsourcing method and system can be implemented in various communication manners and network configurations.
- a client machine 1202 can utilize, for example, a client machine 1202 to access an outsourcing system resident on host server 1206 through an IP network 1204.
- Client machine 1202 can comprise any conventional processor, computer or other like device for providing access to a communication network for connection to the outsourcing system.
- client machine 1202 suitably includes a web browser.
- IP network 1204 comprises any conventional IP network configured for Internet-based communications.
- any other type of communication protocol can be suitably implemented.
- exemplary system 1300 for facilitating the outsourcing process is illustrated.
- exemplary system 1300 is merely for illustration purposes, and that the various components, modules and devices can be suitably replaced, interchanged, combined or otherwise modified in accordance with various other exemplary embodiments of the present invention.
- System 1300 suitably comprising a client system and a host system for facilitating the communications between buyers and providers during the outsourcing process.
- system 1300 can be suitably configured in a 3 -tier architecture.
- a tier 1 database layer can be provided, using for example an SQL database, to store procedures. Tier 1 can also be triggered on an SQL data store.
- a tier 2 business object layer can also be provided, and which can be built using COM + technology.
- a tier 3 presentation and interface layer can be provided, and which can comprise ASP, VBScript, XML and HTML programming components.
- EDI and XML integration can be suitably supported.
- system redundancy and load rebalancing can be suitably addressed by server clustering techniques, as well as available standby servers.
- the client system suitably comprises a browser based component 1301, having for example a web browser 1302 and a personal information and management component 1303, e.g., MS Outlook as provided by the Microsoft Corporation.
- a web server 1304 can be provided.
- Web server 1304 suitably comprises a web interface 1305 and an Internet information server 1306.
- Web interface 1305 comprises any type of web interface, while server 1306 is suitably configured for various programming formats, such as XML, HTML, DHTML, ASP and VB configurations.
- the host system suitably comprises a host server 1307 configured to provide various functions.
- server 1307 can include a user security component 1308 and a site server 1310.
- Security component 1308 is suitably configured to ensure the integrity and security of data received and stored within system 1300.
- security component 1308 can include an architecture that provides a separation mechanism to isolate the critical data layer from unauthorized access from any upper layers.
- encryption layers, as well as multiple firewall layers to protect the data stored can be included as well.
- user access can be configured for password protection, with other features such as automatic timeouts for user inactivity also suitably configured for use and protection.
- Server 1307 can also suitably include various functional modules as described above, such as a registration module 1316, an RFP module 1318, a workspace module 1320, a matching module 1322, a workflow engine module 1324, a bidding module 1326, a discussion module 1314, a selection module 1330, an administration module 1328, collaboration modules 1312 and 1334, and a reporting module 1334.
- server 1307 can be configured for communication to a data tier 1337
- server 1307 can also be configured to communicate to data sources for buyers and sellers.
- collaboration module 1312 can be configured to interface with a virtual office environment for facilitating meetings, discussions and the like.
- Modules 1312 through 1334 can be suitably configured to communicate with a data tier 1337 to access data for processing.
- Data tier 1337 is configured for storage of various data elements and information.
- Data tier 1337 can include a membership directory 1338 containing general information for any previous buyers and providers that have registered.
- data tier can comprise data storage that can be provided on various other storage components, such as a discussion forum component 1342, a provider profile component 1344, an RFP component 1346, a bidding component 1348, a project component 1350 and a data transformation, services component 1356.
- a discussion forum component 1342 a provider profile component 1344
- an RFP component 1346 a bidding component 1348
- a project component 1350 a data transformation, services component 1356.
- an SQL OLAP component 1352 and a data mart component 1354 can also be included.
- Data tier 1337 can also be configured for communication directly to data sources of buyers and providers.
- membership directory 1338 can also be configured to communicate with a buyer or providers active directory 1339, while provider profiles 1334 can be configured to obtain information from a public data source 1366, such as Dun & Bradstreet resources.
- data transformation services component 1356 can communicate with a legacy mainframe 1358, an RDBMS component, and buyer and provider applications components 1362 for the transfer and use of addition data utilized in the evaluation, matching and selection processes.
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Priority Applications (2)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
EP01942119A EP1290605A1 (en) | 2000-06-07 | 2001-06-07 | Method and system for outsourcing information technology projects and services |
AU2001275412A AU2001275412A1 (en) | 2000-06-07 | 2001-06-07 | Method and system for outsourcing information technology projects and services |
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
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US21011700P | 2000-06-07 | 2000-06-07 | |
US60/210,117 | 2000-06-07 |
Publications (1)
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WO2001095223A2 true WO2001095223A2 (en) | 2001-12-13 |
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Application Number | Title | Priority Date | Filing Date |
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PCT/US2001/018621 WO2001095223A2 (en) | 2000-06-07 | 2001-06-07 | Method and system for outsourcing information technology projects and services |
Country Status (3)
Country | Link |
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EP (1) | EP1290605A1 (en) |
AU (1) | AU2001275412A1 (en) |
WO (1) | WO2001095223A2 (en) |
Cited By (6)
Publication number | Priority date | Publication date | Assignee | Title |
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US9473819B1 (en) | 2015-09-04 | 2016-10-18 | International Business Machines Corporation | Event pop-ups for video selection |
US9510051B1 (en) | 2015-11-12 | 2016-11-29 | International Business Machines Corporation | Pop-ups for video suggestions based on social messages |
CN109558428A (en) * | 2018-10-23 | 2019-04-02 | 平安科技(深圳)有限公司 | Method, apparatus and computer equipment based on data sorting selection supplier |
CN113421003A (en) * | 2021-06-30 | 2021-09-21 | 平安国际智慧城市科技股份有限公司 | Target information matching method and device, computer equipment and storage medium |
US12159708B2 (en) | 2015-12-28 | 2024-12-03 | Integer Health Technologies, LLC | Healthcare occupational outcomes navigation engine |
CN119129955A (en) * | 2024-07-22 | 2024-12-13 | 慧云新科技股份有限公司 | An outsourcing service management system and method based on big data |
Families Citing this family (1)
Publication number | Priority date | Publication date | Assignee | Title |
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US9690627B2 (en) | 2015-09-01 | 2017-06-27 | International Business Machines Corporation | Redeployable resource forecasting |
-
2001
- 2001-06-07 AU AU2001275412A patent/AU2001275412A1/en not_active Abandoned
- 2001-06-07 EP EP01942119A patent/EP1290605A1/en not_active Withdrawn
- 2001-06-07 WO PCT/US2001/018621 patent/WO2001095223A2/en not_active Application Discontinuation
Cited By (9)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
US9473819B1 (en) | 2015-09-04 | 2016-10-18 | International Business Machines Corporation | Event pop-ups for video selection |
US9565481B1 (en) | 2015-09-04 | 2017-02-07 | International Business Machines Corporation | Event pop-ups for video selection |
US9668012B2 (en) | 2015-09-04 | 2017-05-30 | International Business Machines Corporation | Event pop-ups for video selection |
US9712851B2 (en) | 2015-09-04 | 2017-07-18 | International Business Machines Corporation | Event pop-ups for video selection |
US9510051B1 (en) | 2015-11-12 | 2016-11-29 | International Business Machines Corporation | Pop-ups for video suggestions based on social messages |
US12159708B2 (en) | 2015-12-28 | 2024-12-03 | Integer Health Technologies, LLC | Healthcare occupational outcomes navigation engine |
CN109558428A (en) * | 2018-10-23 | 2019-04-02 | 平安科技(深圳)有限公司 | Method, apparatus and computer equipment based on data sorting selection supplier |
CN113421003A (en) * | 2021-06-30 | 2021-09-21 | 平安国际智慧城市科技股份有限公司 | Target information matching method and device, computer equipment and storage medium |
CN119129955A (en) * | 2024-07-22 | 2024-12-13 | 慧云新科技股份有限公司 | An outsourcing service management system and method based on big data |
Also Published As
Publication number | Publication date |
---|---|
AU2001275412A1 (en) | 2001-12-17 |
EP1290605A1 (en) | 2003-03-12 |
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