SGARIEI

Technical Survey to develop Near Shoring.

  • A technical survey to develop a Near Shoring company (especially in IT services, software or advanced manufacturing sectors) consists of a comprehensive and structured evaluation of the technical, operational and infrastructure capabilities of a potential supplier or a new site.

  • The main objective is to ensure that the nearshore partner has the necessary maturity to integrate seamlessly, meet the quality standards of the end customer (generally in the US or Canada) and guarantee business continuity.

  • This process covers several key areas:
  • 1. Evaluation of Talent and Human Capacity (Technical Depth).
  • • Technical Skills: Verification of experience in programming languages, frameworks and specific tools (e.g., technical interviews, code testing or pair programming).
  • • Seniority and Quality: Evaluation of the ratio of senior engineers to junior engineers, as well as the quality of their deliverables.
  • • English Level: Verification of the language proficiency of the entire team, not just the account manager, to ensure smooth communication.
  • 2. IT Infrastructure and Security.
  • • Information Security: Review of security protocols, encryption, compliance with international regulations (ISO 27001, GDPR) and data protection policies (crucial to avoid legal risks).
  • • Network Infrastructure: Evaluation of internet connectivity, power redundancy, servers and remote work tools (VPNs, firewalls).
  • • Collaboration Tools: Analysis of communication and project management platforms (Jira, Slack, Microsoft Teams, Zoom).
  • 3. Agile Processes and Maturity.
  • • Work Methodologies: Verification of experience in agile methodologies (Scrum, Kanban) and how they manage sprints, scope changes and progress reports.
  • • Quality Assurance (QA): Analysis of your quality assurance strategy, including automated, unit, and integration testing.
  • • Knowledge Management: How they document code, architecture, and processes to avoid dependence on a single person.
  • 4. Legal and Operational Compliance.
  • • Licenses and Intellectual Property: Review that software licenses are in order and that non-disclosure agreements (NDAs) protect the client's intellectual property.
  • • Labor Compliance: Ensure that the supplier complies with local labor laws (social security, contracts, schedules).
  • 5. Scale and Logistics (Manufacturing Focus).
  • • Growth Capacity: Assessment of how quickly they can hire and train additional staff (ability to scale).
  • • Location and Logistics: Evaluation of proximity to transport centers, customs, energy and water supply.

  • In summary, the technical assessment seeks to mitigate risks by confirming that the nearshore partner shares the same work culture, technical standards, and commitment to quality as the parent company.


  • DATA:
  • DATA FOR CREATION:

  • Creating a nearshoring company—especially in Mexico, which is the main strategic hub for North America— requires gathering accurate data on talent, infrastructure, legal compliance, and operating costs to ensure viability and attract clients.

  • Here are the key data points you should collect, divided by categories:
  • 1. Talent and Human Resources.
  • • Availability of qualified personnel: Analyze the local supply of engineers, technicians, IT specialists or bilingual profiles, depending on your industry.
  • • Salary structure and benefits: Gather data on competitive local salaries, bonuses, and legally mandated benefits (IMSS, Infonavit, vacations) to ensure retention.
  • • Training and education: Identifies technical universities and training centers in the region to ensure a constant flow of talent.
  • 2. Infrastructure and Location (Site Selection).
  • • Industrial parks and warehouses: Data on space availability, rental or construction prices, and quality of the facilities.
  • • Connectivity and logistics: Evaluate proximity to border crossings (international bridges), seaports, airports and railways.
  • • Basic services: Check the reliability of the electricity supply (high voltage), water, natural gas and high-speed internet connectivity.
  • 3. Legal and Tax Compliance.
  • • Legal structure: Determines the best way to constitute the company (e.g., Public Limited Company with Variable Capital).
  • • IMMEX Program (Maquiladora): Compiles the requirements to obtain IMMEX certification, which allows the temporary import of machinery and raw materials without paying VAT (16%).
  • • Labor and environmental regulations: Understanding local labor legislation, collective agreements, and compliance with environmental regulations.
  • • Tax incentives: Research local (payroll tax reduction) or state tax benefits for new investments.
  • 4. Operating Costs and Financial Analysis.
  • • Total Landed Cost (Total cost of product delivered to destination): Calculates the sum of production, transport, tariffs, insurance and handling.
  • • Energy and utility costs: Compare electricity and water rates in the area.
  • • Cost benchmarking: Compare your projected operating costs against those of your competitors abroad (e.g., China).
  • 5. Environmental and Risk Analysis.
  • • Security: Evaluates the levels of security in the region for operations, personnel, and the transport of goods.
  • • Political and economic stability: Analyzes local stability and compliance with the USMCA to guarantee long-term investments.
  • • Local suppliers: Map the local supply chain to reduce dependence on imported inputs.
  • 6. Sector Specialization.
  • • Identify if your nearshoring will focus on:
  • ......o Advanced manufacturing: Automotive, aerospace, medical devices.
  • ......o IT/BPO Services: Software, call centers, shared services.

  • Recommendation: Consider partnering with a "Shelter Service" if you are a foreigner, as they handle the legal, labor, and tax aspects while you focus on production.

  • DATA FOR ADMINISTRATION:

  • Managing a nearshoring company requires a strong focus on operational efficiency, talent management, and cost visibility to justify relocation to clients. The data to be collected is divided into four fundamental pillars:

  • 1. Talent and Human Resources Data (The key to Nearshore).

  • The quality and availability of staff is the main competitive advantage of nearshoring.

  • • Time to Hire: Average days from vacancy to hiring to assess agility.
  • • Employee Turnover Rate: Percentage of employees who leave the company. High turnover affects productivity and costs.
  • • Competency and certification index: English/language level, technical skills and experience of each employee.
  • • Training and benefits costs: Investment per employee to maintain high quality standards.
  • 2. Operational and Productivity Data.

  • They allow you to assess whether the service level agreements (SLAs) are being met with the customer.

  • • Delivery speed (Lead Time / Sprint Velocity): Development or manufacturing cycle time, for example, story points completed per sprint.
  • • SLA Compliance: Percentage of compliance with response times and quality agreed with the client.
  • • Defect or error rate: Quality of the final deliverable (e.g., bug resolution time in software, defective parts in manufacturing).
  • • Time Zone Alignment: Measure the time zone alignment between the nearshore team and the client (ideally 60%-85% overlap).
  • 3. Financial and Cost Data.

  • Essential for calculating the Total Landed Cost (total acquisition cost) and demonstrating savings compared to offshoring.

  • • Total operating cost (Cost-to-serve): Sum of salaries, infrastructure, utilities, insurance and management costs.
  • • Cost Variance: Difference between the approved budget and the actual expenditure.
  • • Logistics and customs costs: If applicable, transportation costs, tariffs and material handling.
  • • Return on Investment (ROI): Measurement of the profitability of the nearshore project compared to other options.
  • 4. Legal Compliance and Risk Data.
  • • Local regulatory compliance: Ensure compliance with labor laws (e.g., REPSE in Mexico), tax laws, and environmental regulations.
  • • Information security: Access logs, compliance with data protocols (ISO 27001, GDPR, etc.).
  • • Supplier/partner stability: Nearshore partner risk assessment (financial health, infrastructure).
  • Key KPIs to monitor.
  • • CSAT (Customer Satisfaction Score): Direct customer satisfaction.
  • • NPS (Net Promoter Score): Probability of recommendation.
  • • Average Handling Time (AHT): Average time for resolving queries/tickets.

  • For successful management, it is recommended to use Master Data Management (MDM) tools that allow the integration of information from various sources (marketing, HR, operations, finance) to obtain a single view of the operation.

  • Additional Requirements:
  • List of processes.
  • List of procedures.
  • List of machinery.
  • List of machines.
  • List of systems.
  • List of departments.
  • List of personnel.
  • Customer list.
  • List of roles.
  • List of production lines.
  • List of production plans.
  • List of main faults.
  • List of current problems.
  • List of losses.
  • List of kpi's main departments.
Money transfers.
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