Open Access

IS offshoring research regarding knowledge transfer processes, roles involved, as well as influencing factors is characterized by its diverse and heterogeneous nature. Covering the last fifteen years of IS offshoring research, this paper provides a consolidated view of the field of study. It presents a generic knowledge transfer process consisting of four stages and five milestones. These stages are characterized and evaluated according to their relevance for knowledge transfer, the types of knowledge transferred, the main activities and methods for transfer and testing, as well as the goals pursued. Furthermore, we aggregate the diverse literature findings relating to individuals who facilitate knowledge transfer processes into a general role. We label this role “offshore coordinator” and present its core tasks and necessary skills. In addition, we identify and cluster core factors that influence success or failure of knowledge transfer. In summary, our study answers calls to discontinue with empirically derived definitions in favor of theory-based conceptualization of the IS offshoring research field with respect to knowledge transfer processes, roles, and success factors. Future studies can build on these results and examine questions with respect to particular characteristics of knowledge transfer processes and their influencing success and failure factors.

Dieses essential gibt eine strukturierte und kompakte Einführung in die Objectives and Key Results-Managementmethode. Es erläutert Herkunft, Definition und Einsatzzweck von Objectives and Key Results (OKR) und beschreibt deren zentrale Bestandteile. Leser:innen erfahren, wie gute Objectives und Key Results formuliert werden und welche Strategien sich zur erfolgreichen Implementierung eignen. Zudem werden praxisrelevante Erfolgs- und Misserfolgsfaktoren analysiert, die den Einsatz von OKR maßgeblich beeinflussen. Ein fundierter Leitfaden für alle, die OKR als Steuerungsinstrument in Organisationen verstehen und wirksam einsetzen möchten.

Purpose This paper aims to investigate the main tasks, necessary skills, and the implementation of the offshore coordinator’s role to facilitate knowledge transfer in information systems (IS) offshoring. Design/methodology/approach This empirical exploratory study uses the classical Delphi method that includes one qualitative and two quantitative rounds to collect data on IS experts’ perceptions to seek a consensus among them. Findings The participants agreed, with strong consensus, for a set of 16 tasks and 15 skills. The tasks focused primarily on relationship management and facilitating knowledge transfer on different levels. The set of skills consists of approximately 25 per cent “hard” skills, e.g. professional language skills and project management skills, and approximately 75 per cent “soft” skills, e.g. interpersonal and communication skills and the ability to deal with conflict. Two factors mainly influence implementing the offshore coordinator role: project size and the number of projects to be supported simultaneously. Practical implications The findings provide indications of how to define and fulfill this crucial role in practice to facilitate the knowledge transfer process in a positive way. Originality/value Similarities in previous research findings are aggregated to examine the intermediate role in detail from a consolidated perspective. This results in the first comprehensive set of critical tasks and skills assigned to the competency dimensions of the universal competency framework, demonstrating which and how many competency dimensions are critical.