VN_Presentation_Consultants&MR_Jan 2010

ValueNotes Research for Research & Consulting Firms,Publishers

01/29/10 10:17 ValueNotes for internal use only, reproduction in whole or in part without written permission is prohibited 2

Why ValueNotes?

Research Solutions

About ValueNotes


About ValueNotes

…We manage information

We are a globally recognised end-to-end provider of research solutions

We operate across all levels of the research value chain providing cutting-edge insights to our clients, so they take informed decisions

We are a team of experienced professionals from the industry, finance and research; our senior management collectively has more than 125+ person years of research experience

Our credibility is demonstrated by a premier list of global and Indian clients, who provide us with significant repeat business

We are well-networked across global markets and leverage our networks to provide global research access

From Data to Decisions…


…to truly provide “end-to-end” business research solutions

We operate through three primary lines of business…

InformationResearchIntelligenceIndia Research

We help you understand the

Indian market and evaluate

opportunities

Business Intelligence (BI) & Research

We are your global BI & research support

partner - consistent quality at

affordable costs

Outsourcing Practice

We help you formulate and

implement informedoffshore

strategies


…Higher value projects to meet “specific” customer needs

Custom Research

DomainsTypes of Studies

• Outsourcing / BPO / IT enabled services• Software / IT / Technology• Insurance / financial services• Telecommunications• Pharmaceutical / healthcare• Private equity / venture capital• Media / Internet• Auto / engineering / power

• Competitive intelligence• Market segmentation / sizing,

opportunity assessment• Market research / perception studies• Due diligence / partner selection• Economic research• Sector / industry reports• Equity research / investment appraisal


Outsourcing Practice

Thought Leadership… in the offshoring industry

Focused Reports/ Info-products: Providing in-depth information & analysis on outsourcing in different verticals /service lines

Offshoring Tax Returns Prep. to India Insurance Outsourcing: India Gains

Momentum As Offshoring Intensifies BFS Outsourcing: From Transaction

Processing to Analytics Offshoring of Automotive Design and

Engineering Services Medical Transcription: Perspectives on

Outsourcing and Offshoring Offshoring Legal Services to India Offshoring in the Publishing Vertical Profiles of Third Party BPO vendors Contracts, M&A Database

Custom Research: Opportunity assessment, vendor benchmarking /selection, investment appraisal, location and cost-analysis

Opportunity Assessment Study: Canada as a near-shore destination

Market opportunity and acceptance for auditing solutions amongst BPOs

Study of captive units of global banking and financial services organizations

Selection & benchmarking of vendors in legal publishing

Benchmarking for an Engineering Design Outsourcing operation

Comparative analysis of large IT services & BPO vendors in the US and India

Call center location assessment - India, Philippines, Jamaica, S. Africa, Mexico


Why ValueNotes?

Research Solutions

About ValueNotes


India ResearchPublishing Support

…backed by a global list of premier clientele’

Broad range of research solutions

Desk Research

Primary ResearchEnd-to-end research

support

Experienced team Dedicated Research analysts

Quick Turnaround

ConsultantsMarket

Researcher firmsPublishers

PE/VCsCorporate

Strategy Cells


Solutions for Publishers, Research & Consulting Firms…

Publishing Support

Qualitative and quantitative research Simple MR interviews to in-depth CXO

level interviews B2B and B2C surveys Multi-lingual and geographic coverage

across Asia-Pacific and Europe

Primary Research

Customized newsletters White label reports (across sectors) End – to – end market reports Editorial support Bespoke articles Research – driven content provision

Desk Research (based on secondary data)

India entry strategies Opportunity / investment appraisals Equity Research on Indian companies Due diligence on companies / executives In-depth competitive intelligence Sector reports with on-the-ground insights

India Research

News monitoring / trend tracking Sector / market studies In-depth company profiles Financial research Information searches Data analysis, (incl statistical analysis)

*We are a member of SCIP (Society of Competitive Intelligence Professionals) and our thought leadership in research is evidenced by our regular presentations at SCIP workshops and conferences

…spans the research value chain


India Research – Recent AssignmentsClient Delivery

Competitive Intelligence for a

global pharmaceutical consulting firm

Investigated the planned expansion of a leading supplier for a pharmaceutical solvents Determined production capacity at a specific plant through discreet interviews with

personnel interacting with or working for the target company

Partner Selection for a French

consulting firm

Identified and evaluated a list of potential partners in India to source diamond and gold jewellery; evaluated them on various parameters including relevant products manufactured, current size, geographical presence, scalability.

Short-listed prospects based on defined criteria and set up meetings for client

Indian opportunity assessment for a French consulting

firm

Assessed the opportunity in the Indian technical publishing market for a French consulting company

Report included a market overview of the Indian publishing industry, market size and segmentation in the technical magazine segment, market structure and trends and Demand supply analysis

Recommended market entry strategy

Due diligence on un-listed

companies for a US consulting firm

On the ground due diligence on companies in India The consulting firm leverages its relationship with us while advising its clients on

partnerships and joint ventures We use in-depth field research to ensure comprehensive due diligence on the company


Primary Research - Recent AssignmentsClient Delivery

Corporate Surveys for a globally

renowned Competitive

Intelligence firm

In-depth interviews to understand usage of T&E corporate cards by companies in India, Australia, UK, South Africa and Ireland

Collected both quantitative and qualitative data on T&E card usage, annual worldwide T&E spend on the card and the Expense Management System used to track spend

50 interviews completed and findings reported in the required template

Mystery Shopping fpr a Singapore-

based research firm

Quarterly price tracking of laser commercial printers, multifunction printers and peripherals through field visits to stores across four major cities in India

Ongoing study captures monthly price movements for about 80 models of inkjet printers, 75 all-in-one commercial printers and 20 models of digital cameras and enables client to better plan its pricing and marketing activities

Sales manager interviews for a

European Market Research firm

Study on tele-sales channel in high tech companies Interviewed more than 40 channel sales managers at high tech companies in Europe,

Australia, Singapore and Malaysia Estimated percentage of technology sales through tele-web channels

Interviews with marketing heads for

an Asia Pacific Market Research

firm

Interviewed marketing heads of technology companies More than 80 interviews conducted in the Asia Pacific region Interviews in Chinese, Japanese and Korean


Desk Research - Recent AssignmentsClient Delivery

Ongoing research support to a global

consulting firm

FTE-based ongoing back-office research support Includes secondary research, analysis and report writing More than 110 projects delivered across all sectors Typical projects include company profiles, industry profiles, literature searches, data

synthesis, news monitoring, trend analysis, industry reports, data searches

Competitive landscaping for a

US consulting firm

Mapped key players and products in Japan involved in pro-biotic and pre-biotic supplements

Identified strain/ingredient suppliers to the product manufacturers, leading manufacturers and their brands, leading pro and pre-biotic supplement products and the focus of their claims

Principal market channels, and the advisory boards and academics lending their support to the leading manufacturers.

People profiles for a renowned

executive search firm

Developed profiles of CTOs and senior managers reporting to CTOs in a specified list of 50 Fortune 500 companies in the Chemical, Metal, and Oil and Gas sectors.

Data aggregation and synthesis for a US consulting firm

Listed names of Asia Pacific players in the “Light” confectionery markets for the specific segments specified

Identified products in the confectionery market using visual or physical cues to convey “lightness”, using packaging, texture, colour, portion size but not calorie control..


Publishing Support - Recent AssignmentsClient Delivery

White label reports for a major US-based research

publisher

White labeled reports on “Guide to Outsourcing and Offshoring Accounts Payable” and “Guide to Outsourcing in Accounts Receivable”

Researched and wrote the above-mentioned reports based on a study undertaken on the outsourcing market for both these services in particular and Finance & Accounting in general, by speaking to vendors and consultants.

For further information please refer http://www.ioma.com/issues/SPCRPT/1620668-1.html

Publishing of Competitive

Intelligence content to a Global Competitive

Intelligence firm

Daily publishing of competitive intelligence content to client's end-customers Ongoing engagement which involves large-scale data collation, analysis and synthesis,

backed by report writing and organized across 15 industry verticals

Newsletters for a US information

service provider

Regular news scanning Trend tracking and new trend spotting Periodic publication of newsletters which clients in turn send to their end-clients

Bespoke reports for a US energy

publisher

Provided a detailed evaluation of the market conditions and opportunities in the specified 'smart' energy segments in North America

Estimated market opportunity in distribution automation, remote power, demand response enabling hardware and software – Project was followed up with a newsletter on smart grids


Other Recent Assignments

Client Delivery

A French company in factoring services

Industry report on factoring services in India, estimating current andprojected demand for factoring services Analyzing competitive landscape, trends, drivers, pricing and profitability of

industry players, and insights from interviews with key executives

Equity ResearchClient Delivery

A global PE firm Investment appraisal of major Indian IT Company, analyzing the competitive positioning, management, financial structure, valuation and future earnings projections

SWOT and industry outlook of the target company to arrive at an investment recommendation

Industry and Sector reports

Due DiligenceClient Delivery

An Asian Motorcycle manufacturer

Protected client from a potential Indian distributor who had made gross misrepresentations

Research showed that sales figures were inflated, non-existent office, criminal cases against promoter and company's history of broken JVs


Client For a German consulting firm acting on behalf of its German utilities metering client

Requirement A report evaluating the utility metering market potential in India for water, electricity and pipe gas by analyzing pricing, consumption, real estate trends and legislation.

ValueDelivered

By outsourcing this research to ValueNotes, the client was not only able to gain an industry perspective from ground zero but at the same time leverage on ValueNotes’ experience in dealing with the Indian market. The client is in talks with a major water utility in India for a possible JV.

ClientTestimonials

“The response time to our queries was amazing and absolutely quick. Absolutely reliable!!”

“The report was very nice and pleasant to read. No suggestions for improvement, we were absolutely happy with the service and the outcome of the study. We would recommend your service to a friend, colleague and also business partner any time without any doubts”

Case Study: India Entry Strategy


Why ValueNotes?

Research Solutions

About ValueNotes


… repeat business and referrals from these international clients are a testimony to our capabilities

Global Client List*…

Existing Clients: In the US, UK, Europe, Australia, Singapore…and of course, in India!...

J.P. Morgan Asset Management India

Leading US and UK based strategy consulting firms

A globally renowned Asia Pacific consulting firm

A major management consulting firm from Singapore

A European Competitive Intelligence provider

One of the largest independent equity research firms in the USA

A leading JV in insurance in India

An association of Indian banks

A leading wealth management company is Australia & New Zealand

An Australia-based family-office investment manager

Private equity investors

One of the largest mortgage finance companies in the USA

A large global asset management company with Indian operations


Credibility underlined by Global Recognition

*We are happy to provide references on request

Awards

• Black Book of Outsourcing •2009: named to the Top 10 Outsourcing / Sourcing Independent Research Firms ranking•2008: named one of the Top Research and Data Services Firms •2007: rated as the Number 2 market analysis and research vendor

• Nasscom Emerge 50: nominated to the 50 emerging companies list in 2009

• With just one two-month project we recovered the cost of a year’s engagement - Senior Fund Manager, Premier MNC wealth manager

• Thanks very much for this [report on Offshoring by Newspaper Publishers] - I've scanned through it and you've done a thorough job I see - Robert Berkeley, CEO, Express KCS

• I must compliment you on the research quality and depth of your report - Group CEO, Digital Publishing Solutions

Client testimonials

• SCIP Conference, Chicago: The deep web unfolded• IBA-ValueNotes Conference, Bombay: Process innovation in the Indian banking industry• IAOP Outsourcing World Summit, Las Vegas: Financial services offshoring: models, capabilities & risks

Conference participation


Stringent Quality Control Processes

Documentation of all specifications and processes agreed to between ValueNotes and the Client

Updated specifications documents maintained at all times to eliminate gaps in communication

Detailed Quality Control document for every engagement/client – which includes quality standards and processes for each data field, overall report, SLA adherence, checking and reviewing procedures

All facts, figures and interpretations are comprehensively double checked by senior analysts

No document sent to client without a senior analyst / project manager’s review

Depending on the engagement and level of confidence, between 10 to 25 per cent of all primary research interviews from associates are double checked through a random sampling process

For ongoing engagements, there are regular engagement reviews with client

Zero tolerance approach – Errors, deadline slippages and SLAs


Global Network of Associates

Established relationships with research analysts and agencies across the globe

Ability to service research requests in both Urban and rural India

Significant primary research capabilities in China, Australia, Korea, Japan, Taiwan, Hong Kong, Thailand and other Asian countries

Multi – lingual capabilities for telephone/internet based interviews – European and Asian languages

All vendors/associates go through a stringent vendor empanelment exercise

Sign stringent confidentiality contracts

Empanelment only on successful completion of a comprehensive reference checking exercise

Quality checked through test/pilot projects

Client identity never shared, and when necessary only with explicit Client consent

Significant material / complete scope and objective of the study, which may compromise the security and confidentiality of the research or client never shared

The ValueNotes Vendor Development Program..

… enables us to provide information in multiple geographies and multiple languages!


Data Security and Confidentiality

Employees bound by company, client and data confidentiality agreements, breach of which results in immediate termination of employment

ValueNotes signs NDAs with all clients

Restricted access to all client data

Passwords provided by clients (or internal) are not disclosed except to the authorized person and top management strictly monitors this.

Hardware and software firewalls installed at the gateway level as well as on end-user nodes

Processes / technology solutions to satisfy client’s bespoke security requirements –restricted access, security procedures, password protection, email monitoring, etc.

Updated strong anti-virus software on all servers and individual computers

Updated Business Continuity Plan (tested in a live environment)

Bio-metric access control installed on premises

Restricted/no access to external mail, external memory drives, networking sites, etc

Dedicated IT and Compliance departments ensure data security and confidentiality


CFA5%

CA11%

Others44%

MBA40%

Engineering, 13%

Economics, 15%

Statistics, 5%

Others, 29%

Commerce, 38%

Grads Only, 13%

Post-Grads, 87%

Highly educated workforce

Level of education Disciplines

2 out of 3 analysts hold professional qualifications


Why should you engage us

On-time research-backed expert analysis

Quality management team with 100+ person years research/consulting experience

Expertise across verticals acquired out of years of experience

Strict code of ethics and client confidentiality

Strong networks within the business community, especially banks and financial services

Skills in research, data collection/management/analysis.

Extremely flexible variable/fixed delivery mode of engagement with our clients.


Our Management

Arun JethmalaniManaging Director

With over 25 years working career spanning IT services outsourcing, management consulting, market research, equity research, competitive intelligence and web publishing.B Tech from IIT Bombay, and an MS from Duke University, NC, USA

Arvind KherChief Strategy Officer

Has been with the Indian software industry for the last three decades in various functions such as software development, sales & marketing, HRD and management, of which the last 10 years have been in CXO positions. B Tech from IIT Bombay

Sangeeta GanapathyDirector & Co-founder

Seven years with Citibank India handling technology and operations, and helped set up their custody business. Prior to that, she spent five years at Tata Unisys developing banking software.B.A. in Economics and an MBA from Symbiosis, Pune

Varsha ChitaleDirector of Research Services, & Co-founder

With close to 20 years’ experience in consulting and market research, she has undertaken business and economic research in a variety of organizations including a housing finance company, and a management consulting companyMSc in Economics from the London School of Economics, qualified CFA and a member of the Council of Chartered Financial Analysts of India

Thank You

ValueNotes Database Private Limited1, Bhuvaneshwar Society, Abhimanshree Road, Pashan, Pune 411008

Tel: +91 20 25881164 / 65 | URL: www.valuenotes.biz | Email: [email protected]