1. GO TO MARKET SOLUTIONS
Market Research, Strategic Planning & Business Outsourcing
2. ALVERIS–COMPANYOVERVIEW
Company Overview
• Founded 1999, California Corporation since 2001
• Company Focus
• Market Research
• Strategic Planning
• Sales Strategy & Execution
• Business Outsourcing (BPO)
• Business Processes
• Technology & Online Solutions
• Business Intelligence
• Company Goal
• Define go-to-market strategies, improve product profitability, and
enhance product sales and market share for clients
• Clients
• Startup – New products looking for Series A or B funding
• Global 1000 – New product introduction, re-position products
4. ALVERIS–MARKETRESEARCH
Competitor & Industry Research
Geographic Information Systems
Customer Demographic Analysis
30,000 respondents reported the age of their product. Of those that
responded, 65% reported their product was less than 3 years old.
Online Information Systems
0
20
40
60
80
100
1 2 You 3
East Sales West Sales North Sales
7. ALVERIS–STRATEGICPLANS
Strategic Plans
Alveris consultants are experts at helping you translate your business goals
into a strategic marketing plan or business plan.
The strategic plan draws upon industry, financial and competitive
research.
Alveris takes into account product positioning, market research and the
organizational strengths and weaknesses throughout your company.
Strategic & Business Plan Development
Strategic Operations
Market Conditions & Competitors Operational Plan
Market Problem Marketing & Sales
Product Solution & Description Education & Training
Market Research Financials & Resource Planning
9. ALVERIS–BUSINESSOUTSOURCING
Business Outsourcing
• Business Processes
• Achieve cost Savings
• Drive business model change
• Assess new opportunities
• Improve supply chain
• Technology & Online Solutions
• IT outsourcing / IT automation
• Cloud computing / Amazon Web Services (AWS)
• Data center RFP and analysis
• Business Intelligence & Executive Reports
• Intranets – securely share internal information
• Link CRM, accounting & ERP systems
• Real-time information
• SharePoint solutions
11. ALVERIS–RESEARCHREPORTS
Research Reports
• Request For Proposals (RFPs)
• Define RFP, RFP Goals and RFP Processes
• Conduct RFP interviews (phone, on-site, in-office)
• Collect RFP responses
• Analyze information / results
• Management reports / tie to RFP goals
• Return On Investment (ROIs)
• Define ROI and ROI Goals
• Develop ROI around sales team, sales goals & key customers
• Create worksheets or online tools to automate ROI information
• Tie ROI results to management reports or internal processes
• White Papers / Industry Testimonials / Success Stories
• Define white paper goals
• Conduct interviews
• Develop white paper
• Internal review & edits
• Tie to PR and marketing promotions
12. SAMPLE–RESEARCHREPORT
Fiscal Year 2005 Annual Report
Quarter Ended
Compe
titor 1
Competi
tor 2
Compe
titor 3
Your
Company
Market
Share
Fiscal year 2003
Revenue $7,746 $8,541 $7,835 $8,065 $32,187
Gross profit 6,402 6,404 6,561 6,761 26,128
Net income 2,041 1,865 2,142 1,483 7,531
Advertising Expenses 0.19 0.17 0.2 0.14 0.7
R&D 0.19 0.17 0.2 0.14 0.69
Fiscal year 2004
Revenue $8,215 $10,153 $9,175 $9,292 $36,835
Gross profit 6,735 7,809 7,764 7,811 30,119
Net income 2,614 1,549 1,315 2,690 8,168
Advertising Expenses 0.24 0.14 0.12 0.25 0.76
R&D 0.24 0.14 0.12 0.25 0.75
Fiscal year 2005
Revenue $9,189 $10,818 $9,620 $10,161 $39,788
Gross profit 7,720 8,896 8,221 8,751 33,588
Net income 2,528 3,463 2,563 3,700 12,254
Advertising Expenses 0.23 0.32 0.24 0.34 1.13
R&D 0.23 0.32 0.23 0.34 1.12
(1) Includes charges totaling $750 million (pre-tax) related to the Company settlement and
$1.15 billion in impairments of investments.
(2) Includes stock-based compensation charges totaling $2.2 billion for the employee stock
option transfer program.
(3) Includes charges totaling $756 million (pre-tax) related to Company subsidiaries and
other matters.
Market Risk
Fiscal Year 2004
Gross Profit and Net Revenue
22%
28%25%
25% 1st Qtr
2nd Qtr
3rd Qtr
4th Qtr
0
5000
10000
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Gross Profit Net Revenue
0
50
100
150
200
Interest rates Currency rates Equity prices Commodity prices
2004 2005 Average
13. SAMPLE-BUSINESSSUMMARY
Market Share by Division
Product Division 2002 2003 2004 2005
Electronics 10.3 % 12.1% 13.2% 17.0%
Consumer Goods 1.3% 2.3% 2.2% 2.7%
Services 12.0% 11.0% 8.9% 9.2%
Widget Sales 78.0% 82.3% 82.5% 84.0%
Installations 5.3% 7.9% 12.2% 15.1%
(1) Percentages based on domestic comparison to competitors in directly related
industries.
(2) Percentages based on standing at the end of each fiscal year.
(3) Values provided by a third party agency.
Organizational Structure
Your Company
Product
Development
Design Manufacturing
Quality
Assurance
Human
Resources
Headquarters Subsidiaries
Finance
Business Process Model
Summary
This has been a pivotal year for the company in growth, but also
development of our infrastructure and business processes. We’ll
continue to focus on our internal systems over the next year.
Specific growth areas include Electronics where Your Company has
seen as 6.7% increase in market share over the last three years.
An area to monitor closely is the Services division where market
share has dropped slightly.
Operating
Supporting
Optimizing
Changing
15. ALVERIS–GO-TO-MARKETKIT
Go –To-Market Kit
Do you have a new product or product you want to re-brand or re-position
in the marketplace?
Alveris can help you get the product to market on budget, define a sales &
marketing plan and develop a path to generate revenue.
• Business Plan
• Advisory Board
• Investor Relations
• Corporate or Department Budget
• Sales & Marketing Strategy
• Revenue Goals and Processes
• Outsourced Infrastructure and Services
• Education and Training
• Market Execution and Success
17. ALVERIS–CLIENTSUCCESSSTORIES
Client Success Stories
• Startup Organizations
• Medibuy – B2B medical supplies ($120M+, Sold GE Capital)
• Healthcare Pilot – RFID solution for hospitals ($5M+, Sold)
• Pointivity – Data center automation - new product introduction
• Bridgetech – Rx solutions to Asia (Reverse Merger)
• Custos Technology – Laptop computer security ($1M+ Series A)
• Go Natural Gas – B2B and retail natural gas solutions (Series A)
• First Opinion – Online medical diagnosis product (sold $40M)
• On Demand Data Centers – Data center management firm
• Carttronics – Retail solutions for Wal-Mart, Target, etc. (pre-IPO GS)
• Global 1000 Clients
• ADC
• Starkey / NuEar
• LensCrafters
• Mail Box Etc. / UPS Stores
• PacifiCare Health Systems / Secure Horizons
We also work directly with companies in Asia and Europe.
18. Q & A
Market Research, Strategic Planning & Business Outsourcing
