Nearshoring Managed Services – what is it?

Nearshoring and managed services are a perfect duo. What is the correlation between them? Nearshoring is the practice of outsourcing certain tasks or services to a nearby country. Managed services is the outsourcing of certain tasks or functions to third-party experts.

Nearshoring and managed services are a combination that can drive profitability, efficiency, and innovation for businesses. With its cost advantages, improved alignment, access to skilled talent, and enhanced flexibility, nearshoring managed services presents a compelling opportunity for organizations to optimize performance and achieve sustainable growth.

Exploring Nearshoring Managed Services: What You Need to Know

What types of services can be outsourced? What is the scope of managed services? And in what areas can nearshoring help your organization? Let’s take a look at what’s possible and how to get the most out of Salesforce.

Administration

Comprehensive administration services cover a broad spectrum of tasks, from initial setup and configuration to ongoing maintenance and support:

• Remote administration services help ensure that a Salesforce environment works well and effectively, allowing businesses to focus on core strategic initiatives.
• Organization management includes user management, where roles and profiles are established to align with the organizational structure and security protocols. 
• Organization-wide defaults setup ensures uniform settings throughout the org, promoting consistency.
• Data integrity is maintained through data cleaning, ensuring that the data remains accurate and relevant. 
• User maintenance involves managing user access, assisting with onboarding/offboarding processes, and maintaining user profiles and roles.
• System admin support is crucial for addressing any technical difficulties promptly. 
• Object maintenance and data model customization services are available to tailor the Salesforce org to specific business requirements.
• Delegated management allows for the assignment of specific administrative duties to designated individuals, streamlining procedures and enhancing operational effectiveness. 
• Assistance with data imports ensures seamless data migration and integration into the Salesforce org.

Support Services

Support services ensure businesses receive timely assistance and resolution for any issues encountered within their Salesforce environment:

• Tier 1 support is the first point of contact for answering inquiries and resolving basic issues. 
• First-line support teams have the knowledge and experience to help users solve common problems.
• Adherence to Service-Level Agreements (SLAs) ensures that support requests are handled within agreed-upon timeframes, minimizing downtime and disruptions to business operations. 
• Bug fixing is a crucial aspect of support services, where experts identify and address any issues or inconsistencies within the Salesforce instance. 
• Salesforce support teams are equipped to address a wide range of technical issues and provide effective solutions to ensure the smooth functioning of the Salesforce environment.
• The Salesforce help desk provides assistance with troubleshooting, guidance on best practices, and addressing questions or concerns. 
• Technical documentation is created to document processes, configurations, and customizations within the Salesforce org. 
• Bug fixing services for existing APEX classes ensure that any code-related issues are quickly identified and fixed to keep the Salesforce environment safe and secure.

Release & Change

These include services that facilitate transitions and ensure optimal functionality: 

• Change management processes are implemented to carefully plan, communicate, and execute changes to the system, minimizing disruptions and maximizing user adoption.
• Feature activation involves enabling new functionalities or enhancements within the Salesforce platform.
• Continuous improvement initiatives aim to enhance system performance, streamline processes, and address evolving business needs over time.
• Release readiness reports are generated to assess the preparedness of the system for upcoming releases. 
• Lightning Experience migration services facilitate the transition to the modern Lightning user interface, enhancing user experience and unlocking new capabilities.
• Monitoring the system is done to anticipate and resolve performance issues or anomalies. This guarantees the stability and reliability of the Salesforce environment.

Development & Integration

These services collectively optimize the functionality and effectiveness of your Salesforce environment, driving business success:

• Custom development, including triggers and Apex programming, enables the execution of business logic and automation of processes. 
• Integration development creates a single source of truth by seamlessly connecting Salesforce with external systems through APIs and ESB integration. Integration monitoring ensures the reliability and efficiency of data exchange processes. 
• Lightning Web Components and Salesforce Flows are utilized to create customized UI and automate complex business processes. 
• Salesforce MFA enhances security by securing user accounts.

Analytical Services

Organizations can achieve the most out of their data by fostering a data culture and using analytical services:

• Reports and dashboards provide valuable insights into key metrics and performance indicators, allowing stakeholders to visualize trends and make data-driven decisions.
• Data analytics capabilities enable comprehensive analysis of data sets, revealing patterns, trends, and correlations that inform operational enhancements. 
• Dynamic dashboards offer customizable views of critical metrics, promoting agility and responsiveness to changing business needs.
• Forecasting tools enable organizations to predict future trends and outcomes, empowering proactive planning and resource allocation. 
• Collaborative forecasting fosters alignment and transparency across teams, enhancing decision-making and driving collaboration.

AppExchange PDO

Organizations can access specialized expertise and resources by outsourcing product development to experienced PDO providers, accelerating time-to-market and driving innovation. This involves: 

• Installation and development of applications from the Salesforce AppExchange marketplace, tailored to meet specific business requirements.
• Lifecycle of app development, from initial installation to ongoing maintenance and support.

Nearshoring is a key trend in IT outsourcing

The IT world is really into nearshoring currently, and it’s only getting bigger. What is the primary driver behind this shift? Geopolitics. With things being a bit uncertain on the global stage, companies are rethinking how they do outsourcing. They are realizing that it makes sense to be closer to home.

Why? Being nearby means you can adapt faster when the market is doing its crazy dance and trends are shifting. You agree with your customers’ needs, and you can quickly respond to their demands. It feels good to know that your service provider is close by when you need it. 

Statista says nearshoring revenue is on a steady climb. By 2028, it’s set to hit a whopping US$526.20 billion. That’s a lot of change, which shows how important nearshoring is in keeping the IT world competitive and innovative. So, is nearshoring okay? This is definitely something to keep an eye on.