ISO INTERNATIONAL STANDARD 37500 Firstedition 2014-11-01 Guidance on outsourcing Lignes directrices relatives a I'externalisation Reference number ISO 37500:2014(E) ISO Intemational Organization for Standardization Zhejiang Institute of Sta ndardization 5956617 IS02014 IHS under I No reproduction or networking permitted without license from IHS IS037500:2014(E) COPYRIGHTPROTECTEDDOCUMENT ISO2014 All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below or ISO's member body in the country of the requester. ISO copyright office Case postale 56.CH-1211 Geneva 20 Tel. + 4122 749 01 11 Fax +4122749 09 47 E-mail copyright@iso.org Web www.iso.org Published in Switzerland PrganizationforStandardization No reproduction or networking permited without license from IHS Not for Resale, 2015/5/13 08:18:56 IS037500:2014(E) Contents Page Foreword ..V Introduction.. ...vi 1 Scope.. 2 Normative references 3 Terms and definitions ..1 4 Outsourcing introduction and model ..4 4.1 Contextual model of outsourcing .4 4.2 Reasons for outsourcing 4.3 Risks of outsourcing. .5 4.4 Outsourcing lifecyclemodel 4.5 Summary ofmain outsourcinglife cycle outputs. 9 4.6 Repeatingtheoutsourcinglifecycle .9 5 Outsourcinggovernanceframework 10 5.1 General .10 5.2 Management structure and functions .11 5.3 Joint governance committees. ..11 5.4 Appreciationofculturaldifferences ..12 5.5 Processes of outsourcing governance .13 Phase 1: Outsourcing strategy analysis. 6 .18 6.1 General .18 6.2 Check outsourcing prerequisites. 19 6.3 Understand services eligible for outsourcing .20 6.4 Assess organizational impact of outsourcing of services 21 6.5 Define outsourcing strategy 22 6.6 Develop initial business case(s) for outsourcing. .24 6.7 Evaluateanddecide. .24 6.8 Set up outsourcing project. .25 Phase 2: Initiation and selection .26 7.1 General. .26 7.2 Detail required services 26 7.3 Detail outsourcing model 27 7.4 Define agreement requirements and structure 28 7.5 Identify potential providers.... 29 7.6 Shortlist providers. 30 7.7 Outline agreements. 31 7.8 Negotiate and establish agreements .32 8 Phase 3: Transition .33 8.1 General .33 8.2 Establish transition project team 34 8.3 Establish outsourcinggovernance 35 8.4 Refinedeliveryframeworksandtransitionplan .36 8.5 Refine knowledge acquisition.. .37 8.6 Executetransitionofknowledge,people,processesandtechnology .38 8.7 Deploythequality,risk,audit and complianceframeworks .39 8.8 Deployassetandknowledgemanagementframework .40 8.9 Deploy delivery frameworks. .40 8.10 Test service delivery capability ..41 8.11 Pilot and handover.. 42 ntemaional oganzation@S24-All rights reserved iii icensee=Zhejiang Institute of Standardization 5956617 No reproduction or networking permi ed without license from IHS