cleverti - Nearshore outsourcing IT services from Portugal

Mutually beneficial nearshore IT services for enterprise clients

© cleverti April 15, 2023 slide 2

o Portuguese company providing nearshore-based IT services.

o Software Development, Testing and Product Support using different technologies and

methodologies.

o Services tailored to specific client’s needs, ranging from long-term operations to a sudden

need for a single resource

o Proactive work to create value for your business.

o Win-win cooperation.

About cleverti


Value proposition

Access to skilled staff / specific skills as

needed

Creation of local knowledge in your software products

Assistance in expanding your

business to Portuguese-

speaking markets


o Achieve more with less

o Expand capacity around staff members.

o Offload non-critical tasks from the main team.

o Focus on core competence areas.

o Increase agility and capacity to respond

o Access to skilled resources / specific technical skills as needed.

o Scalability.

o Optimum capacity levels at all times.

o Create value for shareholders

o Deliver more productivity at a more balanced total cost per headcount by balancing the mix of in-house and

nearshore resources. This increases value for both customers and shareholders.

Why extend your capacity with a nearshore Competence Centre?


o Western European ethics in culture, law and business. Founding member of the EU and Eurozone.

o Privileged access to Portuguese and Spanish-speaking markets due to geographical, historical and linguistic reasons.

o Highly rated business environment.

o Excellence in the IT field. Highly qualified, experienced, language-skilled and adaptable workforce.

o Quality of education and research internationally recognized.

o Competitive cost structure and low inflation rates.

o Attractive country due to geography, climate, quality of life, political and social stability, and security.

o Advanced access and communication infrastructures.

o Direct flights from most European hubs to Lisbon.

Why choose Portugal?

Unique advantages as nearshore destination for IT processes and gateway to Africa &

Latin America


o Proactive work to valorize your business within various stages of growth.

o Extended capacity throughout the entire lifecycle of your software.

o Proven track record of nearshore-based projects with central and northern European companies.

o Matching IT skills, work culture and business vision.

o Personal and reliable relationship where communication is fast and efficient.

o Increased focus of your internal staff on core competencies.

o Important reduction of your software costs and time-to-market.

Why create a Competence Centre with cleverti?

Help to deploy your products in Portuguese

and Spanish speaking markets.


Services

o Capacity to undertake global operations / individual projects or functions.

o Specific skills as you require them.

o Scalability and flexibility.

o Effective use of resources.

Testing Support

Development


o Technologies

o Our teams are skilled in different technologies, platforms and tools, including

open source and proprietary frameworks.

o Main areas of expertise: Microsoft , LAMP and Java.

o Methodologies

o Successfully implemented traditional and modern methodologies.

o Based on current trend, deeper insight on Scrum & Kanban.

o Assistance in the transition to Agile methodology.

Expertise


Development

o Comprehensive services.

o Development teams skilled in common platforms, technologies and methodologies.

o Focus on your changing business requirements.

o Preemptive work to identify critical issues and define the best solutions / processes to reduce avoidable overhead.

o High quality software with reduced time-to-market.

o Significant decrease of software costs.


Testing

o Functional and non-functional testing.

o End-to-end approach to software testing.

o ISTQB certified professionals.

o Centralized test operation.

o Scalable resources and flexible delivery.

o Experience undertaking day-to-day testing operations for our clients.

o Higher quality of the final product with reduced number of severe defects entered into production.

o Increased testing productivity.

o Important reduction in your global cost of testing.

o Decrease of the cost of poor quality (COPQ).


Support

o 24/7 worldwide First, Second, and Third-line Support.

o Clients with end customers in diverse industries - e.g. finance, media, pharmaceutics, public sector, retail, telecommunications.

o Full compliance with predefined SLAs, severity levels and reaction times.

o Best level of service for less cost.

o Monitoring and quality control of support requests.

o Wider control of management issues.

o Improved customer experience.

o Improved brand reputation.


Business models

When How Why

Dedicated team

o Long-term, ongoing cooperation

o Own management team

o More strategic relation

o Dedicated team works as an extension of your organization

o Budget is measured in man/months

o Fixed monthly cost, without overhead

o Team exclusivity

o Ability to select and monitor team members

o Flexible contract terms

o No start-up or maintenance fees

Time & Materials

o Open-ended / long-term projects

o Variable requirements

o Hard to estimate required resources and/or plan budget

o Frequent need to add new features

o Budget reflects actually spent hours

o Monthly payments based on the time and resources used in the project

o More flexible than fixed budget

o Budget can be adjusted according to the requirements

o Lower risk, as the project can be changed or canceled at any stage

Fixed Cost

o Well-defined project specifications

o Well-defined budget and timeline

o Limited budget / small and quick project

o Budget is based on the requirements

o Estimation includes project cost, delivery date and detailed plan for completion

o Fixed price according to the agreement

o Wider predictability of the project’s costs

o Well-defined time limits

o Exact development plan and technical documentation


Standard profiles

Manager Senior Engineer /

ArchitectMid-level Engineer Junior Engineer Rookie

Education

o Degree in Information Technology, Computer Science or equivalent

o Qualification in project management or equivalent


o Certification particular technologies




Experienc

e

o 5+ years in project management

o People management, strategic planning and risk management

o 8+ years o 5+ years o 2+ years o 2- years

Key competencie

s

o Proficiency in PM methodologies and tools

o Fluency in English

o Critical thinking and problem solving

o Communication, planning, organization and decision-making

o Leadership and delegation

o Negotiation and conflict management

o Advanced skills in specific technologies/tools

o Advanced expertise in a functional area

o Advanced knowledge in key methodologies


o Problem solving and analytical skills

o Capacity to understand customer needs and respond accordingly

o Strong skills in specific technologies/tools

o Strong expertise in a functional area

o Strong knowledge in key methodologies


o Capacity to understand customer needs and respond accordingly

o Ability to work independently or as part of a team

o Skills in specific technologies/tools

o Fitness to a functional area

o Knowledge in key methodologies

o Quick learning skills

o Ability to meet deadlines and prioritize tasks

o Familiarity with key technologies

o Familiarity with key methodologies

o Quick learning skills

o Ability to meet deadlines and prioritize tasks


Case study - Wider and better testing of an Enterprise Content Management (CMS) Platform

• Client streamlining internal procedures and redefining methodologies.

• Shifting development methodology from Waterfall to Agile; adapting testing methodology to Scrum.

• Integrated solution to meet functional and non-functional testing needs.

• cleverti’s challenge:

• Provide solution from nearshore location in Portugal.

• Answer requests and increase Client’s testing capacity.

• Overcome poor image of nearshore teams - client had used external testing with results below expectations.

Ch

alle

ng

e

• Analysis of testing needs.

• Design QA plan and define testing team profile.

• Analysis of tools for non-functional testing.

• Pilot with the best price / quality ratio tool.

• September, 2010 cleverti appointed as Nearshore Centre of Excellence for QA & Testing.

• Responsibility for undertaking the day-to-day testing operation.

• The Centre of Excellence has been in full operation for 3 years.

So

luti

on

• Number of test scenarios has grown 5 times.

• Overall number of issues in production has widely diminished; full control of issue severity.

• Test coverage has raised; Development is aware of the areas where product needs corrective action.

• Formal testing structure imposes a strict discipline during the entire release cycle, allowing control on all parts of the process.

• Rigorous metrics on the status of the software to be released, enable Board to fix non-conformities that are raised during the entire cycle.

• Client is more reliant regarding the offer for their customers.

Res

ult

s


Case study – Integrated campaign management for a large Pharmacy Chain

• Client with platform to manage pharmacy products needed to be able to create and manage campaigns associated to those products.


• Adopt Client’s SCRUM methodology.

• Evaluate tools to implement the solution (.NET C#; Silverlight; SQL Server, REST, .NET Remoting).

• Identify the best software architecture to provide a solution that could manage campaigns for over 200 pharmacies throughout the country.

Ch

alle

ng

e

• Development of a solution that included a central server to manage all campaigns for the pharmacy chain.

• The server communicates periodically with all pharmacies to update active campaigns.

• Implementation of algorithms to ensure the right combination between different active campaigns producing the maximized discount for a client.

• Optimization of the algorithms to perform calculations in less than two seconds each time a new product is added.

• Development of 2 interfaces to manage campaigns:

• GUI implemented with Silverlight.

• REST for 3rd party applications.

So

luti

on

• The solution extended the functionality of the existing application.

• With the centralized system, all campaign updates are automatically reflected through the pharmacy chain without the need for individual manual updates.

Res

ult

s


Case study – Testing Automation in a leading Insurance Solution

• Client struggling to guarantee higher quality in each release / product version.


• Provide a solution from nearshore location in Portugal.

• Effectively answer requests and increase Client’s manual and automated functional testing capacity.

• Adopt Client’s SCRUM methodology.

• Evaluate tools to be used within Client’s testing needs and technology (.NET C#; Silverlight; RadControls).

Ch

alle

ng

e

• Detailed analysis of Client’s testing needs.

• Implementation of an automated test suite to guarantee higher application quality in each version / release.

• Creation of a Performance Test Environment and definition of a set of test scenarios to evaluate application performance.

• Implementation of metrics to evaluate work progress.

So

luti

on

• Increased test coverage of Client’s product.

• Areas where only ad-hoc tests were conducted have now more than 700 automated test cases.

• Several new bugs and improvements have been raised.

Res

ult

s

cleverti - Nearshore outsourcing IT services from Portugal

Technology

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