© 2008 Privileged and Confidential Evalueserve Circle of Experts 2008 Expert Witnesses for Law...

© 2008 Privileged and Confidential

Evalueserve Circle of Experts

2008

Expert Witnesses for Law Firms and Legal Advisors

Providing Convenient and Cost-Effective Access to Senior Industry Experts

Patrick Madden,Engagement ManagerTel (614) 829- [email protected]


Evalueserve – Knowledge Process Outsourcing Leader

Evalueserve Circle of Experts is your Global Knowledge Partner

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.

→ 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

→ 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

→ Attention to detail in every element of client interaction

→ Disciplined project management and communication

→ Accurate and insightful analysis → Extensive research infrastructure

QualityQuality Custom/Cost-EffectiveCustom/Cost-EffectiveGlobal CoverageGlobal Coverage

Evalueserve Value PropositionEvalueserve Value Proposition

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© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 3

Seven Distinct Synergistic CompetenciesCircle 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

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

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

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

Market sizing and estimation Industry and company profiling Benchmarking Value chain analysis Newsletters Custom list generation Marketing and sales operations support

Knowledge Technology

Website Development Customized training management solutions Application Development Business intelligence portals Project management

Evalueserve Executive Leadership

→ CFO→ MBA, Bentley College in Boston→ BTech, IIT Delhi→ Ex-CFO of Napster and Roxio;

Ex-VP Corporate and Business Development at Evolve Inc.

→ CFO→ MBA, Bentley College in Boston→ BTech, IIT Delhi→ Ex-CFO of Napster and Roxio;

Ex-VP Corporate and Business Development at Evolve Inc.

Nand Gangwani

→ Chairman→ PhD, Johns Hopkins in EECS→ BTech (Electrical), IIT Delhi→ Ex-Director of IBM Research

Division (16 Years, US/India)

→ Chairman→ PhD, Johns Hopkins in EECS→ BTech (Electrical), IIT Delhi→ Ex-Director of IBM Research

Division (16 Years, US/India)

Alok Aggarwal

→ VP Marketing and Sales→ IBM Marketing and Sales

Executive→ Managed Worldwide B2B

Sales Group→ Managed Worldwide Supply Chain Sales Group

→ VP Marketing and Sales→ IBM Marketing and Sales

Executive→ Managed Worldwide B2B

Sales Group→ Managed Worldwide Supply Chain Sales Group

Robert Daigle

→ COO and Country Head, India→ MBA, Carnegie Mellon→ BTech (Mechanical), IIT Delhi→ Ex-Engagement Manager,

McKinsey & Co.

→ COO and Country Head, India→ MBA, Carnegie Mellon→ BTech (Mechanical), IIT Delhi→ Ex-Engagement Manager,

McKinsey & Co.

Ashish Gupta

→ CEO→ MBA, INSEAD→ Masters in Telecommunications

Engineering, ETH Zurich→ Ex-Partner at McKinsey

→ CEO→ MBA, INSEAD→ Masters in Telecommunications

Engineering, ETH Zurich→ Ex-Partner at McKinsey

Marc Vollenweider


Build an advisory board with full range of relevant talent, available when needed

Elicitation training on most effective, compliant methods to interview experts

Incorporate expertise in any Evalueserve project

‘Executive confidante’ for 1-on-1 discussions on strategic issues

Product/Operations/Financial insights via Q&A/analyses from 1 hour to several days

Enhance market research or business research with industry expert insights

Expert witness testimony from fresh, senior and knowledgeable business leaders

Opinion on uniqueness of IP & competitive response by an expert in the field

Fast access to industry experts with unique opinions on markets, companies products

Enhance channel-check surveys with insights from experts in the field

360° view of market due diligence on long-term investments

Phone consultations, in-person sessions or surveys

Relationship-building dinners with market trend experts, your clients, and staff

For Institutional InvestorsFor Institutional Investors

For CorporationsFor Corporations

For Small to Medium BusinessesFor Small to Medium Businesses

For Law FirmsFor Law Firms

For All ClientsFor All Clients

Services Spectrum Services Spectrum

Circle of Experts Offers an “expert” solution

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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.”

Challenges in Acquiring and Using Expert Witnesses

Feedback from Circle of Experts clients about traditional methods to acquire expert witnessesFeedback from Circle of Experts clients about traditional methods to acquire expert witnesses

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We sharpen your analysis by providing very senior industry practitioners with extremely specific domain knowledge and awareness of the latest market trends.

We sharpen your analysis by providing very senior industry practitioners with extremely specific domain knowledge and awareness of the latest market trends.

Your

Knowledge

Base

Your

Knowledge

Base

Highly Specific

Expertise

Highly Specific

Expertise

Latest

Industry

Trends

Latest

Industry

Trends

Senior-level

and Corporate

Alumni

Perspective

Senior-level

and Corporate

Alumni

Perspective

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?”

“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?”

Circle of Experts Advantage Focus on Senior Industry Practitioners

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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

Circle of Experts Advantage Plaintiff Law Suit Case Study (1/2)

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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

Circle of Experts Advantage Plaintiff Law Suit Case Study(2/2)

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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

Circle of Experts Advantage Case Studies

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Circle of Experts network includes experts across all the major business sectors.Circle of Experts network includes experts across all the major business sectors.

0% 2% 4% 6% 8% 10% 12%

Telecommunications

Retail

Real Estate

Metals & Mining

Media

Materials & Construction

Manufacturing

Leisure

Healthcare

Food & Beverage

Financial Services

Energy & Utilities

Consumer Goods

Diversified Services

Defense & Aerospace

Computers

Chemicals

Automotive & Transportation

% o

f Cir

cle o

f Expert

s by

Indust

ryFresh Sources of Expertise Experts from a Range of Industries

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Cost-Effective Services

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.

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.

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.

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Client works with Circle of Experts to draft research specificationClient works with Circle of Experts to draft research specification

Circle of Experts interviews leading expert candidates for specific knowledge & availability

Circle of Experts interviews leading expert candidates for specific knowledge & availability

Client reviews credentials of recommended experts and interviews themClient reviews credentials of recommended experts and interviews them

Client holds discussions with selected experts, coordinated by Circle of ExpertsClient holds discussions with selected experts, coordinated by Circle of Experts

Circle of Experts scans registered experts, affiliate and social networks, online information

Circle of Experts scans registered experts, affiliate and social networks, online information

Convenient Process with High-Touch Service

Circle of Experts manages expert contract and paymentCircle of Experts manages expert contract and payment

If r

equ

este

d, w

e w

ou

ld r

efin

e cr

iter

ia

and

pro

vid

e m

ore

exp

erts

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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

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 and Confidentiality Management System

Experts sign and renew agreements re: fair disclosure, insider information, non-compete before any consultation

Discussions remain private by default Clients sign agreements reiterating

appropriate interactions Client-Specific Compliance Guidelines

Specialized lawyers monitor evolving 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

Compliance MonitoringCompliance MonitoringProcedural ControlsProcedural Controls

Compliance &Confidentiality

TechnologyTechnology Legal MeasuresLegal Measures

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Evalueserve Circle of Experts

Thank You…for considering us as yourGlobal Knowledge Partner

Patrick Madden,Engagement ManagerTel (614) 829- [email protected]

© 2008 Privileged and Confidential Evalueserve Circle of Experts 2008 Expert Witnesses for Law...

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Transcript of © 2008 Privileged and Confidential Evalueserve Circle of Experts 2008 Expert Witnesses for Law...