Expert Witnesses for Law Firms and Legal Advisors
Providing Convenient and Cost-Effective
Access to Senior Industry Experts
Patrick Madden,
Engagement Manager
Tel (614) 829- 3580
Patrick.Madden@Evalueserve.com
2008
Evalueserve Circle of Experts
© 2008 Privileged and Confidential
Evalueserve – Knowledge Process Outsourcing Leader
 Evalueserve is the oldest and largest Knowledge Process Outsourcing (KPO) company that
provides custom research services to leading-edge companies in the US and worldwide.
 Evalueserve has six synergistic competencies—Investment Research, Business Research,
Intellectual Property and Legal Support Services, Data and Financial Analytics, Market
Research, and Circle of Experts.
 Our full-time in-house team is comprised of over 2,400 highly skilled research professionals
including MBAs, Engineers, MDs, Lawyers, Chartered Accountants, Scientists, Architects, etc.
Evalueserve Circle of Experts is your Global Knowledge Partner
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 (60+)
→ Research conducted in the
Americas, Asia Pacific, and
EMEA
→ Local ‘in-country’ support
→ 24x5 coverage
© 2008 Privileged and Confidential
Custom/Cost-Effective
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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
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Seven Distinct Synergistic Competencies
Circle of Experts
Market Research
 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
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End-to-end market research services
B2B and B2C surveys (design, execution and analysis)
Data processing
Survey analytics
Market research solutions: employee satisfaction, customer
satisfaction, brand perception, new product development,
advertisement effectiveness
Data and Financial Analytics
Intellectual Property and Legal Support
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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
IP Licensing Support
Prior Art Searches
Competitive Landscape Analysis
Litigation Support (Civil & IP)
Document review, summary & analysis
Contract administration
Technical writing
Investment Research
Business Research
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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
Knowledge Technology
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Website Development
Customized training management solutions
Application Development
Business intelligence portals
Project management
Market sizing and estimation
Industry and company profiling
Benchmarking
Value chain analysis
Newsletters
Custom list generation
Marketing and sales operations support
Slide 3
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Evalueserve Executive Leadership
Alok Aggarwal
→
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→
→
Chairman
PhD, Johns Hopkins in EECS
BTech (Electrical), IIT Delhi
Ex-Director of IBM Research
Division (16 Years, US/India)
Marc Vollenweider
→ CEO
→ MBA, INSEAD
→ Masters in Telecommunications
Engineering, ETH Zurich
→ Ex-Partner at McKinsey
Robert Daigle
→ VP Marketing and Sales
→ IBM Marketing and Sales
Executive
→ Managed Worldwide B2B
Sales Group
→ Managed Worldwide Supply Chain Sales Group
Nand Gangwani
→ CFO
→ MBA, Bentley College in Boston
→ BTech, IIT Delhi
→ Ex-CFO of Napster and Roxio;
Ex-VP Corporate and Business
Development at Evolve Inc.
Ashish Gupta
→ COO and Country Head, India
→ MBA, Carnegie Mellon
→ BTech (Mechanical), IIT Delhi
→ Ex-Engagement Manager,
McKinsey & Co.
Circle of Experts Offers an “expert” solution
Services Spectrum
For Corporations
For Law Firms
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Expert witness testimony from fresh, senior
and knowledgeable business leaders
Opinion on uniqueness of IP & competitive
response by an expert in the field
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‘Executive confidante’ for 1-on-1 discussions
on strategic issues
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Product/Operations/Financial insights via
Q&A/analyses from 1 hour to several days
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Enhance market research or business
research with industry expert insights
For Institutional Investors
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For Small to Medium Businesses
Fast access to industry experts with unique
opinions on markets, companies products
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Build an advisory board with full range of
relevant talent, available when needed
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Enhance channel-check surveys with insights
from experts in the field
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360° view of market due diligence on longterm investments
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Phone consultations, in-person sessions
or surveys
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Elicitation training on most effective,
compliant methods to interview experts
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Relationship-building dinners with market
trend experts, your clients, and staff
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Incorporate expertise in any Evalueserve
project
© 2008 Privileged and Confidential
For All Clients
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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
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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
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Circle of Experts Advantage
Plaintiff Law Suit Case Study
(1/2)
 Employee Termination/Discrimination
 The litigation concerns an individual who was injured as the result of
a design defect in a (rack) storage system - specifically known as a
'deep reach commercial rack' system
 The individual was rendered paralyzed when a forklift operator
attempted to place a load on the rack and it fell off the other side on
to the plaintiff
 Law firm defending the employer/rack company
 Requirement: Expert’s work required a site visit, document review,
developing a report, and testimony in court
© 2008 Privileged and Confidential
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Circle of Experts Advantage
Plaintiff Law Suit Case Study
(2/2)
 Expert provided:
 This expert has more than 22 years of experience in the industry and has expertise in
directing the design, manufacturing, marketing, and distribution of a broad spectrum of
internationally recognized fall protection and other safety systems and equipment for the
construction industry.
 This gentleman has worked as the President and CEO with The SINCO Group, Inc., where
he was responsible for developing an industrial and material handling division which
developed, engineered, manufactured and sold products and services to industrial and
material handling customers for their plant and warehousing facilities.
 He worked with many industrial rack and conveyor manufacturers in industrial plants and
warehouses throughout the United States and Canada.
 This expert was a member of many industry and governmental advisory committees
addressing safety standards and regulations.
 He was involved in several speaking engagements such national organizations as The
National Safety Council, The American Society of Safety Engineers, The Ironworkers
Contractors Insurance Program, and The Governors’ Pacific Rim Safety and Health
Conference. This gentleman was short-listed as a nominee to be Assistant Secretary of
Labor for OSHA in 2001.
 Case is currently under trial
© 2008 Privileged and Confidential
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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
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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%
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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
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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
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Compliance and Confidentiality Management System
Compliance Monitoring
Procedural Controls
 Specialized lawyers monitor evolving
 Background checks on experts
 Client identity not revealed to experts until
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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
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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:
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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
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disclosure, insider information, non-compete
before any consultation
Discussions remain private by default
Clients sign agreements reiterating
appropriate interactions
Client-Specific Compliance Guidelines
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Evalueserve Circle of Experts
Thank You…
for considering us as your
Global Knowledge Partner
Patrick Madden,
Engagement Manager
Tel (614) 829- 3580
Patrick.Madden@Evalueserve.com
© 2008 Privileged and Confidential