Case Study
Project Scope

MARKET: North America

INDUSTRY: Digital Publishing

CATEGORY: Onshore / Offshore (BOT)

TAGS: #BOT #OffshoreTeam #DigitalPlatform

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The Context: Scaling Product Development Without Operational Complexity

A North American digital publishing software provider needed to enhance its yearbook creation platform to support both Print and Digital Editions within a single workflow.

The company required scalable engineering capacity aligned with long-term product development goals, while maintaining full control over technology and roadmap direction.

However, building an in-house team with the required speed, cost efficiency, and operational setup presented significant challenges.

The Challenge: Delivery Bottlenecks and Limited Scalability

The existing setup limited both efficiency and growth:
Key challenges:

  • Duplicated workflows: Print and digital editions were developed separately, increasing effort and complexity
  • Manual processes and low productivity: Synchronization between formats required manual intervention, slowing delivery
  • Limited scalability: The platform struggled to support more schools and seasonal demand spikes
  • Operational constraints: Scaling the team quickly while maintaining quality and control was difficult

The Solution: A BOT Model for Scalable Offshore Delivery

Success Software implemented a Build–Operate–Transfer (BOT) model to establish and scale a dedicated offshore team aligned with long-term product goals.

Build Phase: Team and Foundation Setup

Establish the team, infrastructure, and delivery model.

  • Defined team structure aligned with product roadmap
  • Recruitment and onboarding of engineers, QA, and BA roles
  • Setup of development infrastructure and workflows
  • Governance, communication, and delivery standards

Operate Phase: Delivery and Optimization

Run and scale delivery with continuous improvement.

  • Day-to-day team operations, staffing, and performance management
  • Development of a unified digital publishing platform
  • Streamlined workflows across print and digital production
  • Continuous improvements in productivity, quality, and scalability

Transfer Phase: Ownership and Continuity

Enable full transition to client ownership without disruption.

  • Handover of systems, processes, and documentation
  • Continuity of team structure and delivery operations
  • Full ownership of team, IP, and offshore entity
  • Long-term control and independence

The Result: A Scalable Delivery Engine with Full Ownership

The BOT model enabled the company to transform its delivery capability:

  • Unified print and digital workflows into a single system
  • Improved productivity through automation and streamlined processes
  • Scaled efficiently to support more schools and seasonal demand
  • Built a dedicated offshore team aligned with long-term goals
  • Achieved full ownership of team, processes, and intellectual property

Instead of relying on external vendors, the company established a sustainable, fully owned offshore delivery capability.

Testimonials

Decoration

"They asked the right questions at the right times, and that diligence showed in the testing and delivery stages, and the final product speaks for itself. We’ve found Success Software to be an increasingly relied-upon and valued long-term partner."

Chief Executive Officer

Client name
Brent McMahon
Company Name
Fluid Media
Decoration

"At a crucial stage in our development, Success Software Services was the right partner to provide us the flexibility and expertise we needed, ensuring the 27Pix platform and recommendation engine launched on time with high quality, innovative, and engaging features."

Chief Executive Officer

Client name
Huy Mai
Company Name
27Pix Technologies
Decoration

"I was immediately impressed that the whole team was composed of intelligent, experienced personnel. The company showed they had the knowledge and professionalism to handle the project from design, implementation, and delivery, all within our required time frames"

Chief Information Officer

Client name
Mike Ngo
Company Name
Aperia

Delivery Model and Execution

A dedicated offshore team designed for long-term product development and scalability.

Team Structure (8 specialists)

  • 1 Project Lead
  • 1 Business Analyst
  • 4 Software Engineers
  • 2 QA Engineers
Approach
  • Dedicated offshore team model
  • Continuous delivery aligned with product roadmap
  • Scalable team structure based on growth needs

Technology Stack

  • Frontend: Vue.js, Canvas
  • Backend: Ruby on Rails, REST API, MySQL, Redis
  • Infrastructure: AWS
  • Tools: Jira, GitHub, Jenkins, Sonar, Slack, MS Teams
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