cleverti - nearshore outsourcing it services from portugal
TRANSCRIPT
© 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
© cleverti April 15, 2023 slide 3
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
© cleverti April 15, 2023 slide 4
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?
© cleverti April 15, 2023 slide 5
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
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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.
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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
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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
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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.
© cleverti April 15, 2023 slide 10
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).
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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.
© cleverti April 15, 2023 slide 12
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
© cleverti April 15, 2023 slide 13
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 Degree in Information Technology, Computer Science or equivalent
o Certification particular technologies
o Degree in Information Technology, Computer Science or equivalent
o Degree in Information Technology, Computer Science or equivalent
o Degree in Information Technology, Computer Science or equivalent
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 Fluency in English
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 Fluency in English
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
© cleverti April 15, 2023 slide 14
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
© cleverti April 15, 2023 slide 15
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.
• cleverti’s challenge:
• 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
© cleverti April 15, 2023 slide 16
Case study – Testing Automation in a leading Insurance Solution
• Client struggling to guarantee higher quality in each release / product version.
• cleverti’s challenge:
• 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