1	Consulting Services
2	Table of Content Mission Biography Services Project Examples Clients
3	Mission Helping Clients Get Results in High Technology Investments and Operations
4	Biography of Benoît Marcoux Technology Manager Good Balance of Operations, Marketing and Finance International perspective Excellent communications skills Result-oriented leader 1981 to 1994: Management Positions in R&D, Marketing and Finance Teleglobe, Optinet, Memotec, Sperry, Canadair Major contracts for software and international telecommunications services Launch of telecommunications products and services Key roles in software R&D team efforts Freelance consultant since 1994 (CBMI) Proven Track Record 40+ clients in Canada, US and overseas 100+ completed mandates Established project methodology P. Eng., M.Sc.A., M.B.A.
5	Services Past projects examples on next pages!
6	Project Examples Due Diligence 20+ Technical and Marketing Due Diligence Mandates since 1996 Standardized Approach Including all corporate functions (technology, operations, marketing, cost structure, etc.) 400-point score card Typical Steps Review business plan Meet with management team Visit facilities Interview customers Complete score card Prepare final report
7	Project Examples Customer Interviews Get Customer Perspective of a Target Company Interview Approach Usually over telephone Customized interview guide Interview logbook Analysis Presentation Typical Topics: Relationships with company How customer identified / selected company / product Competition Staff responsiveness Strengths and weaknesses Enhancements Reliability and availability Sales forecast Pricing level and pricing structure
8	Project Examples Financial Models 1-Yr Operational Budgets and 3/5-Yr Financial Plan Complete Financial Statements Modeling of Markets, Sales Cycle and Delivery Cycle Account Hierarchy Multi-currency Multi-lingual What-If Scenarios Valuation Analysis Monthly, Quarterly and Annual Presentation
9	Project Examples Risk Analysis Rigorous Process to Identify, Mitigate and React to Business Uncertainties Discussion Group with Management Critical Risks Influence Diagram Decision Optimization Integration to Financial Plan
10	Project Examples Business Plans Complete Set of Materials to Ensure Communications with Investors Plan Presentation Secure web site Integrate to financial plan Opportunity to: Test ideas Refine business models Build business processes
11	Project Examples Marketing Plans and Programs Marketing Plans Distribution strategy Market segmentation Focus groups Statistical analysis Positioning Product concepts Marketing Programs Commission plans Convincer strategy Sales guides
12	Project Examples Interim Management Vice President - Marketing (2000-2001) Reporting to the president and CEO. Led product management, communications and documentation groups. Built-up the product management organization from scratch. Instituted a new commission plan. Launched new corporate image, advertising campaign and trade show program. Vice President - Systems and Network Operations (1997-1998) Reporting to the COO. Led planning, deployment and operations of IP telephony network in 16 countries. Selected equipment and service suppliers and negotiated major supply agreements. Implemented operational methods, procedures and support systems, including a 24/7 network operation centre in Toronto and technical offices in London (UK) and Hong Kong. Grew network organization to 65 people with budget of US$25M. Director, Finance (1994-1995)
13	Industry Sectors
14	Some Clients
15	What Clients Say “We recently mandated Benoît Marcoux for a marketing assessment of a portfolio company. The diagnostic underlined specific weaknesses but highlighted the real potential of the company, which allow us to attract new investors. We are really impressed with the entire result.” Claude Vachet, Investment Director, Information Technology and Telecommunications, Innovatech du Grand Montréal (Montreal, Canada). “CBMI can look at a business case from all relevant points of view - finance, technology, operations, marketing, regulatory - and make incisive recommendations to support strategic decision-making.” André LeBel, CEO, SOCAN (Toronto, Canada). “CBMI adopted a well-rounded approach in assessing investment potentials of a software start-up. Analyses performed provided helpful insights not only from technical points of view but also from sales and marketing perspectives.” Woonki Sung, President and CEO, Korea Infrastructure Fund Management Co., Ltd (Seoul, Korea). “I turned to CBMI's background and expertise in the IP billing and communications space in assisting with an evaluation of a portfolio company's technology prior to a key investment decision. He came through with a critically important outside perspective not just on the technology, but the firm's overall business prospects, in an extremely short period of time.” Brian Boyer, Sr. Vice President, First Analysis Corporation (Chicago, USA). “I was truly impressed by Benoît Marcoux’ ability to quickly assess a complex business situation, not only from software and marketing aspects, but also for the human side of the equation. The customer interviews he conducted allowed us to leverage our strengths. We were able to take a major step in our development and to secure funding from new investors at a crucial time.” Steve Hodges, CEO, ObjectWorld (Ottawa, Canada). “I worked with CBMI on 3 separate occasions, and I was always impressed with their ability to quickly grasp a business situation and come up with meaningful financial models and insightful recommendations.” Rory Cole, Chief Financial Officer, WorldCom Europe (London, UK).
16	Thank You Benoît Marcoux 2470 des Mille-Iles Blvd., Laval, Quebec H7J 1E7 Phone: (514) 953-7469 Fax: (450) 666-3637 Email: Web Site: WWW.CBMI.CA