Evalueserve Circle of Experts: Expert Witnesses
for International Society of Primerus Law Firms
Providing Convenient and Cost-Effective
Access to Senior Industry Experts
Your Alliance Executive:
Paul N. Hoagland
Evalueserve North America
Tel: +1 315 655 2262
Paul.Hoagland@Evalueserve.com
www.Evalueserve.com
April 2008
Evalueserve Circle of Experts
© 2008 Privileged and Confidential
www.CircleOfExperts.com
www.Evalueserve.com
Presentation Plan
 Evalueserve Overview
 Circle of Experts Overview
 Confidentiality Management
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Evalueserve – Your Global Knowledge Partner
 Evalueserve is a Knowledge Process Outsourcing (KPO) firm that provides custom
research and analytics services to companies in the US and worldwide
 Our services include: Legal Process Services, Intellectual Property Research,
Market Research, Business Research, Data & Financial Analytics, Investment
Research, and access to a global network of domain and Industry experts through
Evalueserve Circle of Experts.
 The firm was founded by IBM and McKinsey alumni, and has completed over 12,000
client engagements.
 We currently employ over 2,100 full-time professionals located in research centers in
Chile, India, China, Romania and New York.
 Evalueserve has won several recent awards, including: 2007 CIO-100; 2006 Red Herring
Asia Top 100 Private Companies; 2006 NASSCOM IT Innovation Award for Business
Model Innovation; Wall Street Journal (Asia) Top Six Innovative Emerging Companies in
Asia; Outsell Top 50 Research, Reports and Services Companies Worldwide; and
Deloitte Top 150 High-Growth Companies in Asia-Pacific.
A Full-Service Global Research Firm
Evalueserve has various competencies— Legal Process Services, Intellectual
Property, Investment Research, Business Research, Data and Financial
Analytics, Market Research, and Circle of Experts.
Our research teams are comprised of highly skilled professionals including
Lawyers, Paralegals, MBAs, PhDs, Engineers, MDs, Chartered
Accountants, Scientists, Architects, Industry Experts, etc.
Evalueserve Value Proposition
Quality
Global Coverage
→ Attention to detail in every element
of client interaction
→ Disciplined project management
and communication
→ Accurate and insightful analysis
→ Extensive research infrastructure
→ Operation centers in India, China,
and Chile
→ Multi-lingual capabilities (50+)
→ Research conducted in the
Americas, Asia Pacific, and
EMEA
→ Local ‘in-country’ support
→ 24x5 coverage
Custom/Cost-Eeffective
→
→
→
→
Fraction of traditional cost
100% customized projects
Access to experts in your field
Multi-industry experience
(10,000+ completed projects)
→ Highly scalable/rapid response
→ Flexible working relationship
Synergistic Competencies
Circle of Experts
Fast access to frontline industry experts with unique opinions on
markets, companies, products; 360° view of market due
diligence on long-term investments
‘Executive confidante’ for one-on-one discussions on strategic
issues
Elicitation training on most effective and compliant methods to
interview experts
Market Research
End-to-end market research services
Design, conduct and analysis of surveys: B2B, B2C
Data processing
Survey analytics
Market research solutions: employee satisfaction, customer
satisfaction, brand perception, new product development,
advertisement effectiveness
Business Research
Investment Research
Validation of investment ideas
Corporate finance
Equity research support
Industry landscape and company profiles
Fixed income research
Target identification
Quantitative Analysis
Financial modeling and valuation
Data and Financial Analytics
Data cleansing, validation, and treatment
Dashboard solutions and reporting
Statistical modeling and forecasting
Data-driven strategies including profitability analysis, channel
assessment, product affinity analysis/cross selling
Segmentation and cluster analysis
Market sizing and estimation
Industry and company profiling
Benchmarking
Value chain analysis
Newsletters
Custom list generation
Marketing and sales operations support
Legal Process Services
Paralegal and litigation support services
Legal research
Contract related services
Intellectual Property
Patent application drafting and filing with USPTO, EPO, etc.
IP asset management
Other IP analysis, e.g, licensing of valuable patents,
Infringement analysis (preliminary)
Technology Assessment
Evalueserve Serves 1,100+ Leading-Edge Clients
Automotive
100+ Fortune 1,000 Companies
Financial Services
Energy and Utilities
Asia Pacific
Chemicals
Consumer Goods
Europe, the Middle
East, and Africa
Latin America and
the Caribbean
Retail
200+ Law Firms, Research, and Consulting
Firms
Life Sciences
Information
Technology
Manufacturing
North America
Media and
Entertainment
800+ Small and Medium Businesses
Telecommunications
Logistics and
Transportation
Growth Milestones
Aug ’07:
2,000+ Professionals; 1,000+ Clients
2007
Feb ’07:
Acquired Nitron Circle of Experts
Dec ’06:
1,400+ Professionals; 1,000+ Clients
Nov ’06:
Commenced Chile Operations
2006
2005
2004
Dec ’05:
800 Professionals; 800 Clients
Sept ’05:
Commenced China Operations
Dec ’04:
400 Professionals; 500 Clients
2003
2002
Dec ’03:
240 Professionals; 200 Clients
Dec ’02:
100 Professionals; 50 Clients
Mar ’02:
Achieved Profitability
2001
Jul ’01:
First Major Client Signed Up
Jan ’01:
Commenced India Operations
Dec' 00: Founded
Evalueserve Language Capabilities
Asia Pacific
Europe










Bulgarian
Croatian
Czech
Danish
Dutch
English
Estonian
Finnish
Flemish
French










German
Greek
Hungarian
Italian
Latvian
Norwegian
Polish
Portuguese
Romanian
Russian








Bangla
 Burmese
 Cantonese
 Chinese
 Hindi
 Indonesian
 Japanese
 Korean
 Malay

Serbian
Slovak
Slovenian
Spanish
Swedish
Turkish
Turkmen
Ukrainian
Middle East
Americas



English
Portuguese
Spanish
Arabic
 Hebrew
 Persian

Mandarin
 Mongolian
 Punjabi
 Sinhalese
 Tamil
 Telegu
 Thai
 Taiwanese
 Urdu
 Vietnamese

Primerus Members can rely on Evalueserve
for many types of custom research projects!
The default location for all work is India. The India hourly pricing rates for the term of this Agreement for Evalueserve’s various service lines are
tabulated below.
EVALUESERVE LINE OF BUSINESS
COST
PER HOUR *
Legal Process Services (Legal Research, M&A Due Diligence Back-End Research Support, Paralegal and Litigation Support Services-- including Document
Discovery and Compliance with e-Discovery Rules, Contract-Related Services, Legal Organization Benchmarking, Contract Review & Negotiation Support, InHouse Tool Development to Streamline Contract Management, Legal Data Extraction and Entry, Secretarial Assistance for Legal e-Filings and Application
Processing, CRM Database Setup / Entry / Cleanup / Maintenance, etc.)
Intellectual Property Research (Patent Landscapes, Patent Infringement Studies and Ongoing Monitoring, Patent Filing, Research for Investment Banks & Future
IP-Based Valuations, Patent Proofreading, IP Organization Benchmarking, Legal & IP Opportunity ‘White Space’ Identification, Patent Mapping, etc.)
Circle of Experts (Expert Witnesses, Industry Experts, Retired Executives from Client’s Competitors, Advisory Board Members, Strategic Advisors, etc.)
Business Research (Industry & Market Studies, Competitor Profiles, Identification of - and Outreach to - Target Clients / Suppliers / Distributors / Channel Partners
/ Partners / Buyers / Sellers, etc.)
Investment Research (Newsletters, Financial Profiles, Sector Reports, News Flows, Target Scouting, Equity Research, Company & Industry Report Updates, etc.)
Market Research (Phone/Web Market Surveys, Quantitative and Qualitative Expert Interviews, Member Firm/Customer/Employee Satisfaction Studies, Brand
Perception Studies, etc.)
Data and Financial Analytics (Econometric/Quantitative Modeling, Back Testing Strategies, Forecasting Volatility, Monte-Carlo Simulation, Data/Financial
Analysis, Proof of Concept Validation, Cash Flow & Balance Sheet Models, etc.)
Knowledge Technology (KT) (Sales Dashboards, Management Cockpits, Knowledge & Research Portals, File Conversion, Data Validation and Scrubbing,
CRM/Supplier /Vendor File Maintenance, etc.)
Marketing & Sales Support (ListGen, Updates & Maintenance -- Potential Clients, Investors, Suppliers, Vendors, Business Partners, Partners; Warm Lead
Generation Phone & Mail Campaigns, etc.)
Desktop Publishing & Technical Writing (File layout, formatting, color/logo schemes, document setup, template development, newsletter/marcom collateral/slide
deck reformatting, etc.)
Other (Administrative Support, File/Letter/Marcom Collateral Printing, Hand-Addressed Mailings, etc.)
TBD
*Please Contact Paul N. Hoagland (paul.hoagland@evalueserve.com), or 1-315-655-2262 for special Primerus pricing options.
** Evalueserve will provide access to frontline industry experts-- in any industry vertical, any geography-- through its subsidiary Circle of Experts
(CoE). CoE introductory fees are waived for Primerus & Member Firm projects per this Agreement.
NOTE: Evalueserve will provide fixed pricing for individual on-demand projects upon request.
Take advantage of our proposal development process…
WITH JUST A SHORT PHONE CONVERSATION AND A LITTLE BACKGROUND
INFORMATION ON YOUR NEEDS AND CHALLENGES, I CAN DEVELOP A
DETAILED CUSTOM PROPOSAL FOR YOU OR YOUR CLIENT.
(PLEASE PLEASE LET ME KNOW IF YOU’D LIKE US TO SIGN
A NONDISCLOSURE AGREEMENT WITH YOU OR YOUR CLIENT.)
PAUL N. HOAGLAND – PRIMERUS ALLIANCE EXECUTIVE
OFFICE: 1-315-655-2262
MOBILE: 1-315-491-7060
PAUL.HOAGLAND@EVALUESERVE.COM
Prior to joining Evalueserve, Paul was founder and CEO of AWC Business Coaches, a nationwide
consortium of cross-industry professionals. While at IBM Consulting Paul held several titles, including
Global Market Development Executive with the Global Marketing Strategy Practice, and Principal with the
National Strategy Practice. Prior to IBM, he was a Principal with Computer Sciences Corporation. He has
sold, planned, managed, and quality-assured complex strategic projects in various industries over the
past 25 years. Paul earned his Bachelors degree (magna cum laude) from University of MassachusettsAMHERST, and his Masters degree from Columbia University in New York City.
Let me put together a custom proposal for you!
Presentation Plan
 Evalueserve Overview
 Circle of Experts Overview
 Confidentiality Management
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Circle of Experts
Services Spectrum
For Corporations
For Law Firms



Expert witness testimony from fresh, senior
and knowledgeable business leaders
‘Executive confidante’ for 1-on-1 discussions
on strategic issues

Opinion on uniqueness of IP & competitive
response by an expert in the field
Product/Operations/Financial insights via
Q&A/analyses from 1 hour to several days

Enhance market research or business
research with industry expert insights
For Institutional Investors
For Small to Medium Businesses

Fast access to industry experts with unique
opinions on markets, companies products

Build an advisory board with full range of
relevant talent, available when needed

Enhance channel-check surveys with insights
from experts in the field

360° view of market due diligence on longterm investments

Phone consultations, in-person sessions
or surveys

Elicitation training on most effective,
compliant methods to interview experts

Relationship-building dinners with market
trend experts, your clients, and staff

Incorporate expertise in any Evalueserve
project
© 2008 Privileged and Confidential
For All Clients
12
Challenges in Acquiring and Using Expert Witnesses
Feedback from Circle of Experts clients about traditional methods to acquire expert
witnesses
 Limited Sources: “I rely on my and my partners’ lists to identify expert witnesses, but
the same names come up every year.”
 Seniority: “Other expert witness services focus more on economists, consultants, and
accountants than senior executives.”
 Too Much History: “The expert witnesses that are listed have been part of so many
cases that they carry baggage, which affects their credibility.”
 Cost: “‘Professional’ expert witnesses heavily mark up their fees and that of their staff.”
 Effort: “I can assign my staff to research and call experts, but if there is a
no-obligation way to have screening taken care of, then I would use a service.”
© 2008 Privileged and Confidential
13
Cost-Effective Services
Circle of Experts expertise is cost effective and convenient to approach as you need to pay only for the
time of consultation without maintaining any overhead costs.
 Experts who are industry practitioners carry no overhead cost of junior support
staff or marketing/sales expenses.
 Experts understand that Circle of Experts and our clients evaluate them on a
combination of relevance and cost, and therefore, supply competitive rates.
 Pricing model = hourly or half-day rate for expert + any other expenses
 The client is under no obligation and pays nothing till experts are confirmed for
use.
© 2008 Privileged and Confidential
14
IP and LP Case Study
 Delaney O’ Brien, a US based Law firm tried us for providing an expert in
a litigation case they were fighting:
→ CoE team provided multiple good fits within 4 days, and client selected
one
→ Within a week, got multiple request for experts for 2 more litigation cases
→ CoE team provided more experts, who were selected
→ Total billing of more than $55K with about 200 hours of effort from CE
team
 Key features
→ Expert Witness Service is a standard service which all law firms use
→ Low hanging fruits are current Evalueserve law firm clients
→ Significant part is expert payout, but it has high volumes and repeat
clientele
© 2008 Privileged and Confidential
15
How to integrate with EVS
 Stand alone discussions with clients - The client directly speaks to other
technical experts across geographies and domains if required
 Build in the CoE component in IP proposals for the research teams to
use it – to gain insights and add value
 Provide expert witnesses to law firm clients for all patent related work we
do for them; and otherwise as well. Expert witnesses are used in nonpatent related litigation cases as well
© 2008 Privileged and Confidential
16
Benefits of Circle of Experts Access Service
Evalueserve Circle of Experts helps you make more credible and comprehensive arguments for your
cases. We identify individuals with highly relevant expertise, screen them for your situation, and manage
their contracts and payments.
2. Fresh Sources
Access experts not in the
typical databases, but across
industries globally
1. Expert Advantage
Use frontline industry
executives and managers
instead of over-used,
“professional” expert witnesses
5. Synergistic Research Solutions
Combine Evalueserve’s Expert
Research with its business research
and IP capabilities
The Circle of
Experts Edge
3. Convenient & Cost-Effective Process
A dedicated liaison works with you on
requests; takes care of expert logistics;
experts’ rates are set competitively
4. Confidentiality and Compliance
Uncompromising adherence to confidentiality
and compliance to protect everyone’s
interests
© 2008 Privileged and Confidential
17
Circle of Experts Advantage
Case Studies
 Employee Termination/Discrimination
 Executive suing former employer alleges age discrimination during layoff at a tableware
company
 Employer claimed extraordinary economic circumstances were the cause
 Circle of Experts provided two experts:
 Recently retired CEO of competitor testified re: economic conditions
 Another former employee served as fact witness re: corporate culture
 CEO's testimony was particularly influential in winning the case
 Executive Compensation/Shareholder Responsibility
 Testimony needed re: competitive compensation in cosmetics industry, and roles of
board/CEO in setting executive packages
 Readily available executives in NYC area were reluctant to testify against nearby
competitors
 Circle of Experts provided ex-CEO from California
 Experienced establishing independent boards and setting incentives for product
launch
 Trial has been scheduled
© 2008 Privileged and Confidential
18
Circle of Experts Advantage
Choose the Best Viewpoints to Support Your Case
Our network gives you access to key players in the industry, including recent corporate executives, to
provide precise, customized and timely responses to investment questions.
Corporate
Alumni
Executives
with history of
Competitors
Entrepreneurs
building New
Entrants
COO of a
Supplier
Procurement
Officer at a
Buyer
Niche
Consultants &
Analysts
Regulatory
Observers
© 2008 Privileged and Confidential
Academics
analyzing the
environment
19
Circle of Experts Advantage
Focus on Senior Industry Practitioners
We sharpen your analysis by providing very senior industry practitioners with extremely specific
domain knowledge and awareness of the latest market trends.
Unique
Insights
Sample Expert Witnesses Requests
“Is a particular patent for measurement
instrumentation at the tip of an oil well drill
novel or prior art?”
Senior-level
and Corporate
Alumni
Perspective
Latest
Industry
Trends
Your
Highly Specific
Expertise
“How much of $10m in video game devices
should have been written off a
distributor’s books as obsolete?”
“What portion of a conglomerate’s stock
price decline can be attributed to
restatement of supply chain costs?”
“Were employment candidate screening
questionnaires biased by design or
through their corporate implementation?”
Knowledge
Base
© 2008 Privileged and Confidential
20
Fresh Sources of Expertise
Our Expert Network and Sourcing Affiliates Reach >100,000 Experts
Approach based on
The Virtual Handshake
book by Circle of
Experts founder, David
Teten
Referrals
Affiliate Organization
Relationships
Online
Relationship
Networks
Industry
Associations
Foreign
Commerce
Orgs.
Individual
Members’
Detailed
Profiles
Executive
Recruiters
Business &
University
Alumni
Consulting
Boutiques
Online
Communities
Blogs—Circle of
Experts and Thought
Leaders’
© 2008 Privileged and Confidential
The first book about using
Web 2.0 technologies to
accelerate sales,
marketing, and recruiting
www.thevirtualhandshake.com
21
Fresh Sources of Expertise
Proprietary Search/Screening Software Seeks Out Specialists
Research keywords and professionals’ online ‘trail’ are systematically matched across a range of content.
Biography
aggregation
Research
papers
News feeds
Blogs
Job board
postings
Event
speakers
Online
credentials
© 2008 Privileged and Confidential
Academic
curricula
22
Examples of Experts in the US
 Financial Services: Student Loans; 34
years through President and CEO; Student
Loan Corporation; Member of Boards of
Directors of American Student Assistance
and the Postsecondary Electronic
Standards Council
 Media: Domestic and International Pay TV
and Television Operations; 20 years
through Divisional President and Group
CFO; HBO, Unapix Corporation, British
Broadcasting Company, and Viacom
International
 Energy: Environmental Trading and
International Energy; 30 years through
Chairman; Global Change Associates,
Petroleos de Venezuela, ABB Financial
Services, and Department of Energy
 Metals: Aluminum Fabrication Production,
Aluminum Extrusions, and Marketing; 36
years through Consultant; Kaiser Aluminum
Corporations; Provided consultancy to
companies, such as Wise Alloys, Alprom, and
Todd Pacific Shipyards
 Logistics: Sales and Marketing; 20 years
through VP of Global Sales; FedEx,
NowDocs, Lone Star Overnight, and
ExpresShip, Inc
 Automotive: Operations and Marketing; 18
years through EVP Operation Strategy
Eurasia; Daimler Chrysler Corporation, CIE
Automotive, GKN Automotive and Delphi
Automotive
 Non-Durable Consumer Products: Sales
and Marketing; 40 years through EVP of
Sales; Del Monte Foods, Clorox Company,
and Colgate Palmolive; Member of Grocery
Manufacturers of America, Food Marketing
Institute, and ASMC
 Medical Devices: Marketing; 32 years
through President; Offsiteinsight, Cooper
Surgical, Threshold Partners, Hypoguard,
Maxxim Medical, Sherwood Medical, Terumo
Medical Corporation, Becton Dickinson, and
Armour Pharmaceutical
© 2008 Privileged and Confidential
23
Examples of Experts in Europe
 Food and Beverage: Sales, Marketing,
and General Management; 20 years
through MD; Gala Coffee and Tea Ltd.,
Stratford Avon Foods, Freshbakes Food
and SonA, and Campbell’s Frozen Foods
 Financial Services: Mergers and
Acquisitions; 17 years through Consultant;
Ernst & Young and HSBC
 Media: Product Marketing; 15 years
through European Product Marketing
Director; AOL Europe, Bertelsmann, QRS,
MyPoints, Woodside, and Siemens
 Healthcare: Development of Novel Drug
Delivery Systems, and Formulation and Preformulation Investigation of Conventional
Dosage Forms; Head of Pharmaceutical R&D
Department; IPDIC, Organon International,
and Laleh Ekbatan
 Technology: Chip Designing; Broadcom,
Cadence Design Systems, ST
Microelectronics, and ARM; Design
VideoCore and EDA
 Computer Hardware: Strategy Development
and Marketing, 20 years through MD; DELL,
Sun Microsystems, Xerox International
Partners, and Rank Xerox
 Transportation: Supply Chain
Management and Freight Forwarding;
Assistant Director; International Air
Transport Association; DHL and FedEx in
France
 Telecommunications: Sales and Marketing;
15 years through Sales Director; Proxim
Wireless Networks, Alcatel, Newbridge
Networks, and Alac Software
© 2008 Privileged and Confidential
24
Examples of Experts in India
 Finance: Corporate Planning, Operations,
and Project Financing; 20 years through
Director; Indore Wire Company Ltd., Ferro
Alloys Corporation Ltd.
 Media: Advertising;18 years through COO;
Cheil Communications, Samsung, Mudra
DDB Communications Saatchi & Saatchi;
Asia’s first text messenger with a radio
service
 Healthcare: Strategic Planning; 28 years
through General Manager; Max Healthcare
Institute Ltd., Fortis Healthcare Ltd., and
Bharti Enterprises Ltd.
 Logistics: Shipping and International
Carriers; 30 years through COO; First
Flight Couriers, Vira International, Patel
Roadways, and All India Distribution
Network
 Energy: Oil Refineries, Petrochemicals,
Fertilizer Plants, Oil and Gas Pipelines,
Project Management; 47 years through Oil
and Gas Consultant; GAIL (India) Ltd.,
Engineers India Ltd., Ralph M. Parsons
Co., and Atkins & Partners
© 2008 Privileged and Confidential
 Telecommunications: Regulation, VoIP,
Internet Telephony, ICT, and Domain
Names; 25 years through Chief Regulatory
Advisor-SAARC region; BT Global Services,
Telecom Regulatory Authority of India,
IRCON International Ltd., and Pacific
Telecommunications Council India
Foundation
 Steel: Production; 15 years through CFO;
Tata Steel/SAIL JV, initiatives in balanced
scorecard, supply chain efficiency
 Retail: Merchandising and Marketing; 20
years through Assistant Vice President;
Reliance Retail Ltd., Home Store India,
Pantaloon Retail India
 Infrastructure: Cement Engineering
Services; 32 years through GM; Gujarat
Ambuja Cements Ltd., SAIL’s Bokaro Steel
Plant, and MECON–Design and Consultancy
Division of SAIL
25
Examples of Experts in China
 Manufacturing: Supply Chain Operations;
15 years through Senior Manager; Lucent
Technologies, Raltron Electronics,
Flextronics Manufacturing, Synjones
Electronics Co., Ltd., and Longjiang
Instrument Co. Ltd.
 Durable Consumer Products: Quality
Management; 20 years through Quality
Manager; FEDDERS Corporation, Shenzhen
Electra Ltd., HuaYi Refrigerator Compressor
Ltd., LG Electronic Appliances, and Zanussi
Appliance (Yianjin) Ltd.
 Logistics: Customs and Clearance; 12
years through Service Center Manager;
DHL, TNT, Fedex, Uni Sky Logistics
Service Co. Ltd., and Beijing ZhongLianHai
Import & Export Service Co., Ltd.
 Financial Services: Investment Banking; 18
years through Vice President; Standard
Chartered of China, Guanzizai Venture
Capital Co. Ltd., The Bank of Shanghai, and
John Hancock Tianan Life Insurance Co.
 Food and Beverage: Manufacturing; 18
years through Manager; China Strategic
Ventures of Danisco Co. Ltd., PepsiCo,
Gatorade China; and Shanghai Quaker
Oats Food Co.
 Metals and Mining: Marketing and
Distribution; 14 years through Director; Honz
Group Ltd., Guangdong East Electric Power
Technology Company Ltd., Sunbow Mining
S.P.R.L., Guangdong Kelon Electrical
Holdings Company Ltd., and Jin Chuan
Nonferrous Metals Company
 Healthcare: Product Management; 12
years through Product Manager; ESAOTE
China Ltd., CHINDEX International, Inc.,
Toshiba Sanko Medical System Co. Ltd.,
and China Beijing TongRenTang Holdings
Corp.
© 2008 Privileged and Confidential
 Chemicals: Plant Technology Management;
10 years through Vice Director; PetroChina;
holds one Chinese patent
26
Examples of Experts in Latin America
 Metals: Economic Geologist; 15 years
through Director; Rally Financial Group
Ltd., Arthur Andersen’s Centre for
Excellence in Mining, Noranda, Newcrest,
and Teck Cominco
 Financial Services: Wealth Management; 15
years through Senior Trust Advisor; Merrill
Lynch, CL International Bank, La Banque
Credit, Banco Itamarati, and Banco Nacional
Brazil
 Telecommunications: Strategic Planning
and Marketing; 19 years through VP–
Mexico and Central America; Cyclelogic,
ABCH Consulting, IFX Networks, and
Marketing and Products, Inc.
 Media: Business Development; Director;
PermissionData, Mochila.com, and McGrawHill Information & Media
 Transportation & Logistics: Strategic
Consulting;15 years through President;
InfoAmericas; Clients include Latin
Vertical Ventures, Kroll & Associates, and
Cargill DHL Express, FedEx
 Food and Beverage: R&D, Regulatory
Affairs, and Analytical Sciences; 13 years
through Director; The Collaboration
Group, Mead Johnson Nutritional,
Nutrition Science and Analytical Services,
Adult Nutritional Product Development,
and Columbia University Institute of
Human Nutrition
© 2008 Privileged and Confidential
 Energy: Geology and Geophysics
Consultant; Teikoku Oil Venezuela, PDVSA
Oriente, Occidente, Lagoven, Maraven, and
Palmaven
 Utilities: Marketing and Sales; 15 years
through Director; Get Over Utilities/TI
Consulting Company, Balance Consulting,
Schneider Electric, Preformed Line Products,
Shell, Power Measurement; Member of
Energy Federal Agencies, ISOs, Federal
Labs, and Brazilian National Standards
27
Fresh Sources of Expertise
Experts from a Range of Industries
Circle of Experts network includes experts across all the major business sectors.
Automotive & Transportation
Chemicals
Computers
% of Circle of Experts by Industry
Defense & Aerospace
Diversified Services
Consumer Goods
Energy & Utilities
Financial Services
Food & Beverage
Healthcare
Leisure
Manufacturing
Materials & Construction
Media
Metals & Mining
Real Estate
Retail
Telecommunications
0%
2%
© 2008 Privileged and Confidential
4%
6%
8%
10%
12%
28
Convenient Process with High-Touch Service
If requested, we would refine criteria
and provide more experts
Client works with Circle of Experts to draft research specification
Circle of Experts scans registered experts, affiliate and social networks, online
information
Circle of Experts interviews leading expert candidates for specific knowledge &
availability
Client reviews credentials of recommended experts and interviews them
Client holds discussions with selected experts, coordinated by Circle of Experts
Circle of Experts manages expert contract and payment
© 2008 Privileged and Confidential
29
Presentation Plan
 Evalueserve Overview
 Circle of Experts Overview
 Confidentiality Management
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Confidentiality Management System
Compliance Monitoring
Procedural Controls
 Specialized lawyers monitor evolving
 Background checks on experts
 Client identity not revealed to experts until





client chooses to schedule a discussion
Complimentary client training on elicitation
(interview) practices
Circle of Experts staff do not participate in
discussions
Compliance Officer, Compliance Manual for
staff training and regular audits
Ethical Research Guidelines signed
by all employees


Compliance &
Confidentiality
regulations and best practices worldwide
Scope includes securities law/investment
research, corporate disclosures,
international payments, ethical market
research practices, data privacy &
confidentiality, permission-based
marketing to experts
Interpretation of the implication of such
regulations, etc
Translating such interpretations into
policies and procedures applicable to
Circle of Experts staff, clients and experts
 Email reminders to experts re:



compliance requirements before each
consultation
Online tracking of Corporate Policies with
regard to outside consultation by
employee of that corporate entity
Audit trails of Circle of Experts research
activities (but not discussion content)
Secure storage of information
 Experts sign and renew agreements re: fair
Technology
Legal Measures
© 2008 Privileged and Confidential



disclosure, insider information, non-compete
before any consultation
Discussions remain private by default
Clients sign agreements reiterating
appropriate interactions
Client-Specific Compliance Guidelines
31
Evalueserve Circle of Experts
Deep insights from frontline industry experts
Thank You…
for considering us
as your Global Knowledge Partner.
Paul N. Hoagland
Alliance Executive
Evalueserve North America
Tel: +1 315 655 2262
Paul.Hoagland@Evalueserve.com
www.Evalueserve.com
© 2008 Privileged and Confidential