pipl - steady growth and asset monetization

STRICTLY CONFIDENTIAL © Copyright 2013 Progressive Intelligence

9225 W. Jewell Place,#101, LakewoodColorado 80227

USA

•1245 Wild Rose Lane

Lake ForestIllinois 60045

USA

•333 Rector Pl, #908

New YorkNew York 10280

USA

•4921 Waterfowl Way,

RockvilleMaryland 20853

USA

•6143 Leesburg Pike, #607

Falls Church

Virginia 22041

USA

•1st Floor, 19 BracknellGardens, Hampstead,

London NW3 7EEUK

•B-18 Swasthya Vihar

Vikas MargDelhi 110092

INDIA

[email protected]

USA • UK • INDIA

Progressive Intelligence

Partners in Achievement

Steady Growth and Asset MonetizationEnabling an Enhanced Return on Investment

Trusted Advisory Services Trusted Advisory Services

Our Core Value Proposition

Dr. Sanjeev B. AhujaManaging Director

[email protected]

2 STRICTLY CONFIDENTIAL © Copyright 2012 Progressive Intelligence

Overview

With whom have we worked

How have we evolved

What is our commitment

Progressive Intelligence, Ltd.

What is our track record


Essential Summary• Experience with start-up/early-stage, mid-size, and large-scale global firms• Over 30 years of strategic problem solving and implementation experience• Expertise in business operations, Telecoms & IT, information and knowledge

management, and complex programme management• Partnerships with VC and PE firms• 80% repeat business; 20% in referrals• Presence in Denver, Chicago, NY, DC, London, and Delhi


Who are we?We are a team of 18 senior partners across US and Europe, with over 25 years of experience and significant tenures at CxO level. We are adept at Executive Board

and Programme level interactions, and specific Project engagements


What can we offer?Our senior partners have led major business and operations transformation initiatives, providing consulting services in strategy and operations across a

diverse range of industry sectors

Strengths• Respected trusted advisor• Client references• Practical engagement model• Experience with $10M - $0.5B firms• Board and line management credentials• Big-picture and hands-on delivery• Deep cross-functional knowledge• Commitment and tenacity to finish the job• Put our own “skin in the game”

Benefits• Hear it like it is• Independent testimonials• Explore & assess; only then commit• Superior value for money • Skills to match your requirements• Strategy to implementation (1-stop shop) • Holistic approach to risk management • Stay the course until value realization • Vested in your investment and growth



What is our expertise?End-to-end operational oversight & execution lifecycle of significant investments

• Due diligence on opportunity assessment and qualify deal flow prior to investment• Incisive risk assessment of business plans and validation of cost projections• Hands-on responsibility for execution of transformation roadmap and integration• Interim senior functional roles (if desired by the client) to shepherd the transition• Creation of new value and capabilities for aggressive growth trajectory• Monetization of proprietary assets for liquidity, cash flow and future investment

We support our clients’ in their acquisition process, investment decision making, and achieving planned growth

• Deep domain know-how in ERP, CRM, and SCM; strategic sourcing; telecom infrastructure, OSS, and services; software development, applications and platforms; data modelling, BI, search, and storage/archive; social media and new technologies for information and knowledge sharing



• Past tenures with P&L, operations and IT responsibilities of $1M - $350M• Successful management of programmes with multiple stakeholders• Experience in strategic governance and cross-functional risk mitigation • Expertise in Information, Communication, Technology, and Services• Cross-border know-how of Data Protection & Privacy regulations • Extensive skills in global strategic sourcing to release locked value

How do we differentiate ourselves?Based on our credentials that showcase hands-on experience



• Ensuring continued credibility and augmentation of existing people resources • Facilitating a change in mindset from competency to contribution assessment• Bringing operational improvements through a comprehensive delivery framework• Placing value creation and preservation at the heart of all strategic initiatives

Where can we add value?In bringing an holistic view to performance assurance, governance and execution


• Oversight: Transparency, accountability and alignment• Partnerships: Strategic business, service delivery and sourcing• Performance: Measurable improvements in revenue, operations and savings• Leadership: Management development to build core capabilities


• Contribution in the development of strategy, business case and success factors• Capabilities evaluation and independent counsel on strengths and weaknesses• Foresight, know-how, experience, skills, testimonials, and global relationships

What is our engagement model?Bridging the gap between strategic planning and on-the-ground operational reality

by bringing pragmatics to the planning and implementation processes



Technology Procurement

IT & Infrastructure Strategy

Business Needs Assessment

Solution Engineering

TECHNOLOGY SERVICES

Performance Assurance

Handover & Transition

Program Management

Service Delivery

Contract Negotiations

DELIVERY SERVICES

Strategic Sourcing

Operations Strategy

Capability Assessment

Service Partnerships

Risk Assessment

Deal Structures

ADVISORY SERVICES

What can we do for you?Assist you with our portfolio of trusted advisory, complex programme governance,

and leadership development services


10 STRICTLY CONFIDENTIAL © Copyright 2012 Progressive Intelligence10

Sector Size Client

Telecom

Mobile Telephony

$250M investment in Technology;

80% sold & leased back;

$4M revenues in Yr1;

$200M revenue share over 10 years

Operating Board

Global $4.5B start-up

Services

Software Development

Outsource

$50M investment in JV;

$150M valuation in 4 yrs;

40% higher P/E ratio

Executive Board

Int’l Division Fortune 100

Services

Customer Relationship

Management

$20M in buying out 2 private companies;

2x growth in 3 yrs for the business;

30% improvement in margins

Executive Board

Milan SME

Technology

Mobile Voice Encryption

$5M funding for Scale-up;

50% higher price/share;

6 patents; FIPS certification

Executive Board

London SME

Technology

Application Streaming

$3M investment in Controlling Stake;

40% lower price/share

Largest Shareholder

Silicon Valley SME

Services

Post-M&A business

Integration

$15M investment, minority stake;

Entry by Telco into IT Services;

$5M added revenue 1st year

Executive Board

Telecom & IT SME

US Federal Govt.

IT Strategic Planning

$50M Strategic roadmap for global

content management

US Dept of Defence

Supplier Leadership

Healthcare

Technology Acquisition

$100M program - technology platform

and services for healthcare services

Executive Board

“Newco” partners

What is our track record (sample)?

High

Low

HighLow Complexity

Bus

ines

s B

enef

it


Advisor to the Operating Board

Advisor to theExecutive Board

1996

BPO Services

1981

ITO Services BPO Services

19981992

Advisor to Fortune 100 firm on setting

up a JV in India

Delivery of 2yr $230m SW Dev.

project for global satellite Telco

1997

Relationship withGlobal law firms

1994

Delivery of $80m knowledge based

systems for a Marketing

Research firm

1999

Delivery of 10yr $1B Billing

Operations for global satellite

Telco

2001

Advisor to BPO firm on

acquisition in India of $10m software firm

2004

Mediated and renegotiated 10 yr $600M

ITO for German

travel group

2007

Advisor to Big-4 Audit/Tax/Advisory firm on sourcing &

governance of $500m CRM/ERP

initiative

Relationshipwith Corp. Psych. firm

Delivery of a 2-yr $1m bespoke

CRM software for a global search

firm

2009

Advisor to Voice Security firm on scale-up and patent

filings

Conducted due-diligence on

acquisition of an Applications

Streaming firm

Delivery of a £15m MPLS

network for a global search

firm

Advisor to largest Maritime

Insurance firm on selection of and

transition to alternative ITO

supplier

2011

How have we evolved?


With whom have we worked (sample)?

Legal ServicesLegal Services

Professional ServicesProfessional Services

Market Research

Services

Market Research

Services

Outsource ServicesOutsource Services

Financial ServicesFinancial Services


TelcoTelco

High TechHigh Tech

Travel & TransportTravel & Transport

ICTICT

Software ServicesSoftware Services OtherOther

Life SciencesLife Sciences

With whom have we worked (sample)?


What is our commitment

Fees include a standard service charge with appropriate adjustments

1. Service Charge per diem (standard)

2. Service Charge adjustments of up to 50%

• Discount: max. 30% prorated based on % commitment in a 12-mth period

• Deferral: max. 20% payable at end of engagement or transaction

• Equity: max. 20% as warrants in lieu; cash out at share price on exit

3. Success Bonus negotiable

4. Value-add Bonus negotiable

Confidentiality

Availability Integrity


Contact Progressive Intelligence, Ltd.

pipl - steady growth and asset monetization

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business operations

knowledge management

risk management

years of experience

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