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Information Technology Outsorcing Transaction - Halvey K.J.

Halvey K.J. Information Technology Outsorcing Transaction - Wiley Publishing, 2005. - 649 p.
ISBN-10 0-471-45949-6
Download (direct link): informationoutsourcingtransactions2005.pdf
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(iii) Approvals 466
(iv) Uniform Policies and Procedures 466
(c) Transfer of Employees 466
(d) Laws and Regulations 468
(i) Industry-Specific Regulations 468
(ii) Transborder Data Flow 470
(iii) Data Privacy Regulations 470
(iv) Import/Export Controls 470
(v) Relocation of Data Centers 471
(vi) Third-Party Processing 471
(vii) Changes in Laws and Regulations 471
(viii) Ownership Issues 471
(e) Audit Requirements 471
(f) New Environments 471
(g) Monitoring Performance 472
(i) Performance Standards 472
(ii) Benchmarking 472
(iii) Technology Review and Indexing 472
(h) Pricing-Related Issues 472
(i) Pricing 472
(ii) Currency Risks 473
(iii) Cost-of-Living Adjustments (COLA) 473
(iv) Taxes 473
(v) Asset Sales 473
(i) Retained Responsibilities 473 (j) Termination 474
(k) Continuation of Services 474
Chapter 12 Business Process Outsourcing 511
12.1 The Emerging Market 511
12.2 What Is BPO? 512
12.3 Areas Targeted for BPO 513
(a) General Categories 513
(b) Administration 513
(c) Asset and Property Management 514
xiv Contents
(d) Finance 514
(e) Human Resources 515
(f) Miscellaneous 516
(g) Procurement/Logistics 516
(h) Call Center 517
(i) Claims Processing 518
(j) Data Management 518
12.4 Reasons for Outsourcing Business Processes
12.5 Integration: Making BPO Fit 519
12.6 BPO Vendors 519
Chapter 13 Internet-Enabled Outsourcing: The Virtual Frontier 521
13.1 Introduction 521
13.2 Potential Problems and Issues 521
Chapter 14 Post-Negotiation Activities 561
14.1 Contract Signing 561
14.2 The Press Release 562
14.3 The Autopsy 563
14.4 Risk Analysis 564
14.5 Contract Administration 566
14.6 Implementing the Transition Plan
14.7 Notifying Third Parties 567
Chapter 15 Renegotiation and Termination 569
15.1 Overview 569
15.2 Renegotiation/Termination Process 571
15.3 What Does the Contract Say? 571
(a) Term of Agreement 573
(b) Right to Renegotiate/Terminate 573
(i) Renegotiation 573
(ii) Termination 573
(c) Termination Fees 573
(d) Data 573
(e) Intellectual Property 574
(f) Equipment/Facilities 574
(g) Third-Party Service Contracts 575
(h) Service Levels 575
(i) Customer Satisfaction 575
(j) Deliverables or Milestones 575
(k) Fees 576
(l) Benchmarking 576
(m) Gainsharing 577
(n) Damages 577
(o) Confidential Information 577
(p) Dispute Resolution 577
(q) Continued Performance 577
(r) Termination or Transition Assistance 578
(s) Rights to Resource/Insource 578
(t) Assignment 578
Contents xv
(u) Employee Issues 578
(v) Strategic Alliance or Joint Venture 579
(w) Ancillary Agreements 579
15.4 Additional Issues to Consider 579
(a) Internal Politics 579
(b) Publicity 580
(c) Termination/Transition Costs 580
(d) Transition Time Frame 580
(e) Assessing In-House Capabilities 580
(f) Other Service Providers 580
15.5 Termination Plan 580
Appendices
Appendix 1.1 Outsourcing in the Pharmaceutical Industry 37
Appendix 2.1 Nondisclosure Agreement (Mutual Protection) 73
Appendix 2.2 Request for Information 76
Appendix 2.3 Request for Proposal 79
Appendix 2.4 Customer Reference Questions: Sample 98
Appendix 2.5 Vendor Proposals Relating to the Provision
of Information Technology Services Evaluation 100
Appendix 2.6 Assessing Legal Resources Required
(Customer Form): Questionnaire 106
Appendix 2.7 Due Diligence Agreement 109
Appendix 2.8 Letter of Intent (Customer Form) 113
Appendix 2.9 Letter of Intent (Vendor Form) 115
Appendix 2.10 Consent Letter (Management of Third-Party
Products/S ervices) 118
Appendix 3.1 Model Term Sheet 129
Appendix 4.1 Key Issues in Outsourcing Agreements 158
Appendix 4.2 Key Issues in Offshore Outsourcing Agreements 172
Appendix 4.3 Key Issues in a Data Center Outsourcing Transaction 186
Appendix 4.4 Information Technology Outsourcing Agreement
(Customer Form) 195
Appendix 4.5 Information Technology Outsourcing Agreement (Vendor Form) 246
Appendix 4.6 Proprietary Rights Rider (Vendor Form) 275
Appendix 4.7 Teaming Agreement 281
Appendix 5.1 Employee Confidentiality Agreement 310
Appendix 5.2 Customer Satisfaction Survey Checklist 312
Appendix 5.3 General Assignment and Bill of Sale Agreement 316
Appendix 5.4 Example of Joint Management Procedures 318
Appendix 6.1 Cost-of-Living Adjustment (COLA) Provisions Checklist 355
Appendix 7.1 Stay Incentives 377
Appendix 7.2 Issues to Consider When Selecting Retained Employees 381
Appendix 9.1 Gainsharing in Outsourcing Transactions: Overview 432
Appendix 9.2 Checklist of Issues to Consider When Establishing
Service Level Methodologies 437
Appendix 11.1 International Transactions Key Issues Checklist 475
Appendix 11.2 Global Master Services Agreement (Vendor Form) 481
xvi Contents
Appendix 11.3 Example of Local Counsel Questionnaire
for International Outsourcing Transactions 506
Appendix 13.1 Key Legal Issues to Consider When Negotiating Contracts
for the Provision of Application Services 523
Appendix 13.2 Legal Checklist for ASPs 537
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