Knowledge Transfer in IS Offshoring: Processes, Roles, and Success Factors

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.