Nearshore outsourcing enterprise services. Software development, software testing, white label product support.

1. Mutually beneficial
nearshore IT services
for enterprise clients

2. © cleverti 4 May 2015 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

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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

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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?

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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.

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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.

12. © cleverti 4 May 2015 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

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Standard profiles
Manager
Senior Engineer /
Architect
Mid-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
Experience
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
Keycompetencies
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

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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.
Challenge
• 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.
Solution
• 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.
Results

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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.
Challenge
• 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.
Solution
• 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.
Results

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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).
Challenge
• 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.
Solution
• 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.
Results