Evalueserve Procurement Supplier Management Services February 2009

© Evalueserve, 2009. All Rights Reserved - Privileged and Confidential

Evalueserve – Procurement & Supplier Management

February 2009

© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 2

Truly Global

Research Centres and Sales Offices: Gurgaon and Noida (India); Shanghai (China); Valparaiso (Chile); Cluj (Romania)

Sales Offices and Client Executive Locations: Atlanta, Boston, Chicago, Cincinnati, Los Angles, New York, Orlando, Philadelphia, Portland, San Francisco, Tampa, Washington DC (US); Melbourne (Australia); Vienna (Austria); Brussels (Belgium); Toronto (Canada); Hong Kong (China); Helsinki (Finland); Berlin (Germany); Kfar Saba (Israel); Luxembourg; Singapore; Stockholm (Sweden); Zurich (Switzerland); Amsterdam (The Netherlands), London (UK)


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

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 Process

Data cleansing, validation, and treatment Dashboard solutions and reporting Statistical modelling and forecasting Data-driven strategies including profitability

analysis, channel assessment, product affinity analysis/cross selling

Segmentation and cluster analysis

Patent application drafting, filing and prosecution

Patent Litigation Support Patent Licensing Support Prior Art Search Competitive Landscape Legal Process Services 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 modelling 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 Customised training management solutions Application Development Business intelligence portals Project management


Evalueserve Differentiators

AttributeAttribute DifferentiatorDifferentiator

Ability to provide support on a wide variety of processes including fund/stock screening, database management, style analysis, risk analytics and reporting, operational support, portfolio analytics, and marketing support (newsletters, white papers), etc.

Ability to provide support on a wide variety of processes including fund/stock screening, database management, style analysis, risk analytics and reporting, operational support, portfolio analytics, and marketing support (newsletters, white papers), etc.

Providing SolutionsProviding Solutions

Flexibility of

Engagement

Flexibility of

Engagement

Cost of EngagementCost of Engagement

FTE Analyst HoursFTE Analyst Hours

Transition TimeTransition Time

Time CoverageTime Coverage

Customised workflow processes including FTE support (15 to 200 FTEs) and

variable capacity

Customised workflow processes including FTE support (15 to 200 FTEs) and

variable capacity

Fixed FTE rate and no hidden managerial, administration, or IT costsFixed FTE rate and no hidden managerial, administration, or IT costs

2,100 annual productive and billable hours compared to 1,900 - 1,950 hours offered by

competitors

2,100 annual productive and billable hours compared to 1,900 - 1,950 hours offered by

competitors

Largest KPO Vendor (~ 2,100 billable professionals) among third-party KPO vendors enables faster transitionLargest KPO Vendor (~ 2,100 billable professionals) among third-party KPO vendors enables faster transition

Ability to provide 24x6 coverage and Australian day time support using India and China centres Ability to provide 24x6 coverage and Australian day time support using India and China centres

Training and DevelopmentTraining and Development Evalueserve trains its professionals internally and does not require substantial time for

training analysts other than client specific training required; faster ramp-up

Evalueserve trains its professionals internally and does not require substantial time for

training analysts other than client specific training required; faster ramp-up


Procurement and Supplier Management - Services Support

Business Planning

Sourcing Contracting Delivery PaymentContract

Termination

Evalueserve provides services across the value chain

Pre-Engagement Support Maintenance SupportPerformance & Reporting

Management

Supplier Selection

Supplier Due Diligence

Contract Development and Negotiation

Centralised Supplier Database Management

Supplier Spend Optimisation

Supplier & Commodity Spend Reporting

Supplier Performance Monitoring

Supplier On-boarding Process


Supplier Pre-Engagement Support

Supplier Identification: Identify suppliers locally / regionally / globally for specific commodities (products / services). Preparation of potential supplier profiles.

RFP / e-Sourcing Support: Draft RFI /RFP Questionnaire and screen suppliers. e-Sourcing support on tools such as Ariba etc.

Supplier Comparative Assessment: Conduct comparative assessment of suppliers based on RFP response to identify “Best in Class” suppliers.

Supplier Selection

Evalueserve ServiceEvalueserve Service Key ActivitiesKey Activities

Financial and Operational Assessment: Conduct detailed operational and financial assessment of suppliers

Background Check: Conduct background check on short-listed suppliers.

Supplier Due Diligence

Contract Drafting: Prepare first drafts of contracts, supplier agreements, licensing agreements, non-disclosure agreements, terms and conditions, shareholder agreements, service level agreements, etc.

Contract Review & Negotiation: Review various contracts such as NDAs, MSAs, supplier agreements, SLAs, etc. and provide negotiation support by consulting the terms of contract with the clients’ customer (based on defined parameters

Contract Automation Tool Development & Maintenance: Develop web-based contract development tool for standard engagement contracts

Contract Development


Supplier Maintenance Support

Create and/or Manage Existing Supplier Database Management SystemCreate and/or Manage Existing Supplier Database Management System

AssessAssess

DesignDesign

CreateCreate

MaintainMaintain

Centralised Supplier Database Management: Create and maintain centralised supplier database with mapped information of all suppliers, contracts and invoices. Capture key information related to supplier contracts (discount terms, SLA, pricing, etc) and invoices (invoice amount, invoice date, etc) in the database. Maintain the information on a regular basis

Supplier Database Management

Assess existing contract and invoice system

Identify key supplier information to be extracted from contracts and invoices such as discounts terms, SLA, invoice amount etc

Assess existing contract and invoice system

Identify key supplier information to be extracted from contracts and invoices such as discounts terms, SLA, invoice amount etc

Design database framework

Conceptualise mapping technique for contracts and invoices

Design database user interface tool – web-based etc

Design database framework

Conceptualise mapping technique for contracts and invoices

Design database user interface tool – web-based etc

Review contracts and invoices to extract key supplier information

Input information in database and map all the information

Review contracts and invoices to extract key supplier information

Input information in database and map all the information

Maintain database for existing suppliers through regular updation

Add / remove suppliers from the database based on engagement status

Maintain database for existing suppliers through regular updation

Add / remove suppliers from the database based on engagement status


Supplier Maintenance Support

Supplier Spend OptimisationSupplier Spend Optimisation

Spend Reduction: Prepare and conduct analysis on centralised supplier database to identify spend reduction opportunities through identification and enforcement of eligible discount opportunities, eradication of duplicate and idle payments, leveraging parent subsidiary relationship etc.

Supplier Consolidation: Identify supplier consolidation opportunities through effective management of commodities.

Supplier Optimisation

Update Supplier Database: Add key information of supplier on the centralised supplier database and maintain regularly.

Supplier On-boarding Process


Supplier Performance and Reporting Management

Manage and support the firm’s supplier monitoring functions:

Monitoring Guide – Reviewing audit reports, Risk reporting etc

Performance Monitoring – Measure and track employee satisfaction and service levels (surveys)

Financial Strength Assessment – Reviewing and analysing financial reports, benchmarking

Insurance Certification Review – Monitor and review insurance certifications

Business Continuity Planning – Develop and test BCP plans (site/city/country)

Customer Information Security – Evaluating customer data security, ensuring adherence to regulatory requirements such as OCC & GLBA (The Gramm-Leach-Bliley Act) in the U.S.

Supplier Monitoring

Consolidated Supplier Spend and Commodity Review: Create MS EXCEL / Web-based consolidated view of supplier and commodity spend and report on regular basis. Sample: http://www.evalueserve.com/mockdashboard/finance_dashboard/site/home.htm)

Supplier Spend & Commodity Reporting

Evalueserve Procurement Supplier Management Services February 2009

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