alueserve, 2008. All Rights Reserved - Privileged and Confidential Legal Process Services for International Society of Primerus Law Firms June 20, 2008 Your Alliance Executive: Paul N. Hoagland Evalueserve North America Tel: +1 315 655 2262 [email protected]m www.Evalueserve.com
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Evalueserve is a Knowledge Process Outsourcing (KPO) firm that provides custom research and analytics services to companies in the US and worldwide
Our services include: Legal Process Services, Intellectual Property Research, Market Research, Business Research, Data & Financial Analytics, Investment Research, and access to a global network of domain and Industry experts through Evalueserve Circle of Experts.
The firm was founded by IBM and McKinsey alumni, and has completed over 12,000 client engagements.
We currently employ over 2,100 full-time professionals located in research centers in India, China, Chile, New York, and Romania.
Evalueserve has won several recent awards, including: 2007 CIO-100; 2006 Red Herring Asia Top 100 Private Companies; 2006 NASSCOM IT Innovation Award for Business Model Innovation; Wall Street Journal (Asia) Top Six Innovative Emerging Companies in Asia; Outsell Top 50 Research, Reports and Services Companies Worldwide; and Deloitte Top 150 High-Growth Companies in Asia-Pacific.
Evalueserve has various competencies— Legal Process Services, Intellectual Property, Investment Research, Business Research, Data and Financial Analytics, Market Research, and Circle of Experts.
Our research teams are comprised of highly skilled professionals including Lawyers, Paralegals, MBAs, PhDs, Engineers, MDs, Chartered Accountants, Scientists, Architects, Industry Experts, 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 (50+)→ 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
Market sizing and estimation Industry and company profiling Benchmarking Value chain analysis Newsletters Custom list generation Marketing and sales operations support
Business Research
Synergistic Competencies
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
Circle of Experts End-to-end market research services Design, conduct and analysis of surveys: B2B, B2C Data processing Survey analytics Market research solutions: employee satisfaction, customer
satisfaction, brand perception, new product development, advertisement effectiveness
Market Research
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
Data and Financial Analytics
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
Investment Research
Patent application drafting and filing with USPTO, EPO, etc. IP asset management Other IP analysis, e.g, licensing of valuable patents, Infringement analysis (preliminary) Technology Assessment
Intellectual Property
Paralegal and litigation support services Legal research Contract related services
Primerus Members can rely on Evalueservefor many types of custom research projects!
The default location for all work is India. The India hourly pricing rates for the term of this Agreement for Evalueserve’s various service lines are tabulated below.
EVALUESERVE LINE OF BUSINESSCOST
PER HOUR *
Legal Process Services (Legal Research, M&A Due Diligence Back-End Research Support, Paralegal and Litigation Support Services-- including Document Discovery and Compliance with e-Discovery Rules, Contract-Related Services, Legal Organization Benchmarking, Contract Review & Negotiation Support, In-House Tool Development to Streamline Contract Management, Legal Data Extraction and Entry, Secretarial Assistance for Legal e-Filings and Application Processing, CRM Database Setup / Entry / Cleanup / Maintenance, etc.)
$36.00
Intellectual Property Research (Patent Landscapes, Patent Infringement Studies and Ongoing Monitoring, Patent Filing, Research for Investment Banks & Future IP-Based Valuations, Patent Proofreading, IP Organization Benchmarking, Legal & IP Opportunity ‘White Space’ Identification, Patent Mapping, etc.) $50.00
Circle of Experts (Expert Witnesses, Industry Experts, Retired Executives from Client’s Competitors, Advisory Board Members, Strategic Advisors, etc.) $250-$750 per hour
of Expert consultation **
Business Research (Industry & Market Studies, Competitor Profiles, Identification of - and Outreach to - Target Clients / Suppliers / Distributors / Channel Partners / Partners / Buyers / Sellers, etc.) $36.00
Investment Research (Newsletters, Financial Profiles, Sector Reports, News Flows, Target Scouting, Equity Research, Company & Industry Report Updates, etc.) $36.00
Market Research (Phone/Web Market Surveys, Quantitative and Qualitative Expert Interviews, Member Firm/Customer/Employee Satisfaction Studies, Brand Perception Studies, etc.) $30.00
Data and Financial Analytics (Econometric/Quantitative Modeling, Back Testing Strategies, Forecasting Volatility, Monte-Carlo Simulation, Data/Financial Analysis, Proof of Concept Validation, Cash Flow & Balance Sheet Models, etc.) $40.00
Knowledge Technology (KT) (Sales Dashboards, Management Cockpits, Knowledge & Research Portals, File Conversion, Data Validation and Scrubbing, CRM/Supplier /Vendor File Maintenance, etc.) $36.00
Marketing & Sales Support (ListGen, Updates & Maintenance -- Potential Clients, Investors, Suppliers, Vendors, Business Partners, Partners; Warm Lead Generation Phone & Mail Campaigns, etc.) $36.00
Other (Administrative Support, File/Letter/Marcom Collateral Printing, Hand-Addressed Mailings, etc.) TBD
* For China: multiply India rate by 1.2. For Chile: multiply India rate by 1.33. For Europe & future Research Centers: TBD.
** Evalueserve will provide access to frontline industry experts-- in any industry vertical, any geography-- through its subsidiary Circle of Experts (CoE). CoE introductory fees are waived for Primerus & its Member Firm projects per this Agreement.
NOTE: Evalueserve will provide fixed pricing for individual on-demand projects upon request.
Take advantage of our proposal development process…
WITH JUST A SHORT PHONE CONVERSATION AND A LITTLE BACKGROUND INFORMATION ON YOUR NEEDS AND CHALLENGES, I CAN DEVELOP A
DETAILED CUSTOM PROPOSAL FOR YOU OR YOUR CLIENT.
(PLEASE PLEASE LET ME KNOW IF YOU’D LIKE US TO SIGNA NONDISCLOSURE AGREEMENT WITH YOU OR YOUR CLIENT.)
PAUL N. HOAGLAND – PRIMERUS ALLIANCE EXECUTIVEOFFICE: 1-315-655-2262 [email protected]
Prior to joining Evalueserve, Paul was founder and CEO of AWC Business Coaches, a nationwide consortium of cross-industry professionals. While at IBM Consulting Paul held several titles, including Global Market Development Executive with the Global Marketing Strategy Practice, and Principal with the National Strategy Practice. Prior to IBM, he was a Principal with Computer Sciences Corporation. He has sold, planned, managed, and quality-assured complex strategic projects in various industries over the past 25 years. Paul earned his Bachelors degree (magna cum laude) from University of Massachusetts-AMHERST, and his Masters degree from Columbia University in New York City.
Document Discovery: Identifying and extracting documents related to litigation from the Client’s internal knowledge repository to prepare a chronology of events to support evidence
Email Discovery: Reviewing, extracting, coding, summarizing & organizing scanned legal documents, emails with the help of specific software and programmes
Assistance in e-filings and processing: Immigration compliance support such as preparing and filing Labor Condition Application, Visitor Visa Letters, Employee Verification Letter, etc.
Client One of the Fortune 50 information technology companies with revenue over USD 50 billion
Team One Lawyer, Two Paralegals
Project Scope Access to Clients' group ID, which receives all queries, requests related to visitor visa letters Draft the letters in accordance with the information provided in duly filled questionnaire Respond to queries regarding the issuance of visitor visa letter. However, in case of
ambiguity, the team co-ordinates with Client’s attorney before responding Legal research related to visa requirements in various jurisdictions, as and when required
The project is carried out in a systematic way and as per the well-defined process charts which ensures better efficiency and quality. Approximately, 20 - 25 requests are processed in a day
Project Scope Receiving the documents containing complex testimonies from the client Reviewing the testimonies and prepare their customized synopsis
Benefit to client This enables client to get a crisp and clear view of various submissions made before the court along with any corresponding references in the documents
Client An international investment bank having over 800 employees across Europe, US and Asia with revenue of over USD 30 million
Team Two analysts from the Investment Research team and Two Lawyers
Project Scope Sorting documents available on the Client website and cataloguing them Conducting secondary research by using various databases Preparing comprehensive chronology of various transactions
Team One analyst from IT team, One Lawyer and One paralegal
Project Scope Retrieving of information from the hard drive containing PST folders Searching key words in those PST folders Identifying and procuring appropriate software to extract and search emails from the hard
drive Using the software program to conduct the search in the body of email and attachments and
cross checking it for accuracy. Finally, the search was customized in order to meet Client’s requirement
Conducting research related to specific laws in various jurisdictions such as labor laws in different states, rights and penalties of directors, prospective regulations in particular sectors etc.
Legislation Research
Tracking industry–specific legal updates
Assisting drafting of the content for legal newsletter, legal reports, bulletin and alertsLegal Updates/
Newsletters
Preparing checklists, rights and liabilities charts in order to assist attorneys in conducting due diligence.
Client One of the biggest Companies in telecom sector
Team Three analysts from the Business Research division
Project Scope To Conduct a research and analysis of the wire-tap laws with the help of a website dedicated by the government of particular country in its jurisdiction
The team successfully overcame the language problem in non-English speaking jurisdictions by working closely with the translation staff, besides seeking assistance from numerous language websites
Client A full service investment banking and securities firm with 30, 000 employees and revenues in excess of USD 35.6 billion
Team One Lawyer and one Paralegal
Project Scope Study of regulatory regime in the Indian media industry Primary and secondary research Comparison Matrix – Difference in Indian and US regulatory regime in media industry on
Preparing a rule book and comparison chart to highlight the inconsistencies in Clients’ standard contracts
Creating Rule Book
Reviewing various contracts such as NDAs, TLAs, vendor agreements, MSLAs etc.
Providing negotiating support by consulting the terms of contract with Clients’ customer (based on defined parameters)
Contract Review &
Negotiation Support
Creating database and checklist of all contracts in order to provide an in-house management tool to streamline the contract management process across the company
Contract Management
Tracking important clauses in a database such as effective date, execution date, term, indemnity and other minute details in different categories of contracts
Contract Templatization
Preparing first drafts of contracts, supplier agreements, licensing agreements, non-disclosure agreements, terms and conditions, shareholder agreements, service level agreements etc.
Client One of a biggest manufacturer and distributor of building products employing over 12,000 employees and revenues of approximately USD 80 million
Team One Lawyer and one Paralegal
Project Scope Receiving both hard copies and soft copies of contracts Segregating of Contracts as per category Scanning of hard copies to be converted to PDF [Document Conversion] Reviewing the Contracts for specific clauses Creating Manual Database to capture the important provisions of the contracts Identifying and extracting specific key Clauses i.e. liability, indemnity, term, termination
charges, value of the contract, renewal period etc.
Client One of the biggest telecom and mobile companies with almost 9000 employees with revenue of USD 40 billion
Team One Lawyer and two Paralegals
Project Scope Accessing Clients’ repository Reviewing the contracts for specific information Tracking the information such as type of agreement, class, name of the contracting party,
name of client’s company, payment terms, execution date, effective date, expiration date, indemnity provisions etc.
Populating details in a software ( See sample of profile sheet in a software below)
Client A technology company with revenues over USD 250 million and large employee base.
Team One Lawyer and one Paralegal
Project Scope Reviewing Clients’ contracts on stipulated parameters and guidelines Highlighting modifications and inconsistencies in a track change mode, along with the
comments “Negotiating” the clauses of contracts with third parties to bring them in accordance with
clients’ policies In order to facilitate smooth flow of operations, a web based access has been provided by
client to Evalueserve’s Legal Process team Tracking and populating the spreadsheet with the details, pertaining to the number of
contracts reviewed and negotiated during the month
Client A technology company with revenues over USD 250 million and large employee base.
Team One Lawyer and one Paralegal
Project Scope Creating rule book based on Clients’ standard and sample TLA’s Reviewing the Technology Licensing Agreements in accordance with the rule book Conducting an advanced review and negotiation support of Technology Licensing
Search on free, paid and commercial TM Databases for various countries Trademark Search
Filing and prosecution of the Trade Mark applications in India and in various other jurisdictions through our global network of Trademark attorneys
Filing and Prosecution
Renewal of registered Trade Marks and licenses of trademarks in India and in various other jurisdictions through our global network of Trademark attorneys
Maintain and populate the trademark specific details in the profile sheets / databases
Liaison and co-ordinate with attorneys and Clients’ offices to seek necessary information
Drafting and sending Cease and Desist Letters along with screenshots
Client One of the largest financial services company in the world
Team One Trademark Attorney (Project Manager) and a paralegal
Project Scope To conduct trademark search in various jurisdictions To prepare relevant documents and to file the same with the Indian Trademark registry To co-ordinate with Partner Associates in Germany and the US to file the TM application
Client The client is a developer and provider of systems for real- time measurement and analysis of bio-molecular interaction
Team One Trademark Attorney as project Manager and a paralegal
Project Scope To track the specific information from the trademark applications and relevant documents To populate the details in a spreadsheet To keep a track of reminders and send an email to Client regarding it To co-ordinate with officials at various Clients locations in order get the specific information
Westlaw One Source Bloomberg Profound Factiva Executive Select Morningstar Dialog PRO Reuters Knowledge Reuter 3000 Xtra OneSource Economic Intelligence Unit ISI Emerging Markets – Asia and Australia Boxscore, Association for Computing Machinery (ACM) Delphion IEEE Enterprise STN, IP.com Micropatent, ICO Suite SPIE Digital Library Kompass
Research Resources and Tools
US Trademark Office
British Trademark Office
Japanese Trademark Office
European Trademark Office
WIPO Trademark Office
German Trademark Office
French Trademark Office
Paid Database
Paid database on trademarks (trademark.com) offers Search Facilities for:
UK, US, EC, Canadian, WIPO and German
@ $110 for a contiguous period of 12 hours (through Micropatent database)
“…EVS is the finest professional services organization I have worked with in my 40 years in business.”
“Your proposals and reports are (in my opinion) second to none.”
“I was impressed with the speed, follow up and value of deliverables. I will recommend evalueserve to many of my collaborators.”
“…by leveraging EVS, we have seen significant cost savings and improvement in delivery time to our Clients. This is a dependable company, responsive to our needs…”
“…I was very pleased with the work, I have referred you to several patent attorneys at my firm.”
“…The EVS team was well organized and operated in a highly disciplined manner.”
“[Circle of Experts] has delivered the most relevant experts for our needs, without fail, from engineers to managers.”
“…Wonderful job on this project; thank you for being flexible and finishing on time (even under pressure).”
“…You exceeded our expectations in each area. We truly appreciate your clarity, professionalism and devoted organizational management.”
“…Always a pleasure working with the EVS team, always thoroughly professional, I look forward to working on many more projects together.”