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Checklist for Choosing a Nearshore Partner

Hunting for a great nearshore software development partner can be daunting, as there are so many options to choose from and many considerations to be made during the selection process.

This checklist is compiled of essential tasks that will help single out the most compatible, professional, and reliable vendors in the nearshore region. 

#1 - Look for Industry Expertise and Long-term Experience

All over Latin America, Canada, and the Caribbean, the nearshore software development outsourcing industry has been growing healthily and consistently, so there will be plenty of new entrants vying for your business, not all of them suitable.

The first thing to probe with any prospective partners if whether they have experience in your specific industry, and how far that experience stretches over time. There are companies that have thrived for many years with clients in every type of industry, which is the best indication that they're doing something right.

#2 - Rely on Facetime to Measure Compatibility, not RFP's

Too often, companies will make a decision based solely on an RFP (request for proposal), which can lead to misunderstandings and a lack of alignment.

An RFP is just a standard industry document that is sometimes not even worth the paper it's printed on. They are easy to manipulate and will tell you very little about the people you will be dealing with. It's advisable to instead use an RFI (Request for Information) as an initial tool to whittle down your candidates, as there is less risk of false promises being made.

Nothing beats getting to know your potential partner on a face-to-face basis, as well as seeing the facilities and environment in which they operate, so take a visit to their premises and see what makes them tick. At the very least, schedule some video calls or video tours so you can visualize the company you'll be working with.

Most companies would be happy to welcome you, so it's a major red flag if they refuse. If the vendor is located somewhere that you would rather not visit, or is too logistically complex to reach, simply eliminate them from the selection pool. 

#3 - Speak with References or Past Clients 

How many times have you read an online review before buying a product or visiting a restaurant? The same concept applies when choosing a nearshore software development partner.

It's good practice to ask the vendor which clients they currently serve and which ones are available to discuss the relationship openly. They might provide references that will shine a positive light on them, of course, but third parties will naturally be more transparent once you have them on the phone, so take the opportunity to ask the big questions: when have they made mistakes? How did they fix them? What has been the most difficult part of working with them? Why did you choose this partner over their competitors?

Above all, don't trust any references that cannot provide at least some negative feedback, after all, nobody is perfect. 

#4 - Ask Vendors to Demonstrate Their Abilities  

If a vendor is pitching you based on prior experience with a similar project, ask them to