RFP Development. Market & Desk Research. Project Definition. Proposal Evaluation. Contract Design. Project Management.

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2 About Us Since its inception in 1999, Cardea AG has been focused on optimizing the added value of consulting services for clients seeking advice from external consultants. What We Do We have defined the term Meta-Consulting to describe approaches and solutions that enable companies to optimize the impact of external consulting and training services. It is our goal to make sure that our clients get the most out of their consultants. Value Proposition Unmatched insight into the global consulting market Access to best-in-class providers matching specific requirements Expert knowledge and advice on the successful deployment of external consulting services Fact-based, up-to-date research and information that guarantees a professional and transparent decision making process when selecting consulting services Expert knowledge and consulting on steering and measuring consulting projects Our Experience Since 1999 we have evaluated over one thousand consulting companies worldwide in order to match the specific requirements of hundreds of our clients projects. Our success is rooted in our practical consulting and management experience combined with our ongoing research in optimizing the return on consulting. Thanks to a professional approach to defining and managing consulting projects, our clients experience significant added value or cost savings when deploying external consultants.

3 Services Cardea s solutions are based on the extensive practical experience of our team, our proven and systematic procedures, and the ongoing research we perform. We enable our clients to enhance the quality and efficiency of their consulting projects thanks to a well founded choice and the best possible deployment of external consultants. Our services encompass the entire chain of securing, hiring and deploying external consulting services. Our clients can choose to use us for one or many steps of the value chain. PROJECT SET-UP SCREENING TENDERING SELECTION CONTRACTUAL TERMS PROJECT SUPPORT Project Definition Market & Desk Research RFP Development Proposal Evaluation Contract Design Project Management Needs Analysis Studies & Reports Invitation for Tender Beauty Contests Negotiations Project Controlling Requirements Provider Profiles Long List Short List & Selection Closing Performance Measurement

4 PROJECT SET-UP SELECTION a client seeks support with determining the content, scope, precise goals and requirements of planned consulting engagements. a client seeks support when securing, hiring, and deploying eligible consultants for specific project needs. SCREENING CONTRACTUAL TERMS a client is looking for current market data on consulting providers and their service portfolio in relation to specific issues and consulting fields. a client seeks advice on contractual provisions and negotiations with external consultants. TENDERING PROJECT SUPPORT a client requires assistance with conducting tenders and bidding processes, and with defining lists of potentially suited consulting companies. a client seeks support with defining the roles and responsibilities of consultants, project staffing, and directing and managing external consultants.

5 Project Set-Up Accurate Project Understanding Clearly Defined Consulting Assignments Within the project set-up phase we support our clients right from the start with scoping and planning their projects to ensure that a consulting project is defined accurately. Based on an understanding of the project requirements, we support our clients in defining and formulating precise and clear request for proposals. Client Needs Our services are suited to clients that do not have the necessary resources or experience for a structured project planning process. are seeking support in developing and designing professional project briefings. want to have the right understanding of the consulting needs of the project. want to draw up clearly defined and precise requirements for the required external consulting services. Thanks to Cardea we were able to select excellent consultants in a very short period of time on the basis of well described goals and requirements. Ascom, Division CFO Our Services Project Definition With the help of a structured process we assess the project s initial situation, the project goals, the expected results and deliverables, and the scope of the project and time schedule, taking into account the available internal and external resources. Definition of Needs The detailed needs are defined with regard to the required qualifications and capacity of the consulting resources. At the same time we determine the required seniority, functions, roles and responsibilities of the consultants to be engaged. Definition of Requirements On the basis of the defined needs we describe the projectspecific requirements for the external consultants. These requirements encompass the skills, experience and knowledge of the consultants, and provide a framework for estimating project duration, capacities, and budgets. Your Benefit We help you save time and money and enhance quality by: Providing unique support based on structured and proven methodologies and instruments Deriving complete and accurate requirements, which are essential for selecting the right consultants Paving the way for the successful launch of your consulting projects

6 Screening What The Market Offers Our market knowledge, research and screening skills open the door for our clients to the best suited consulting or training solutions and the best available experts. With our thorough analysis and professional tools, we are able to gather and simplify a large amount of unstructured and complex information. In this way, our clients are able to get key market information on available consulting and training solutions. Client Needs Our market screening solutions are ideal for clients who have questions such as: What proven or new solutions exist on the market that match our specific consulting needs? Which suppliers are best suited for our specific needs and requirements? What state-of-the-art procedures and innovative approaches can be applied for our planned project? Our Services Our strength lies in performing comprehensive and tailored market research and studies of potential consulting solutions on a national or global basis. We gather, analyze, and prepare up to date information on consulting companies, their approach, solutions, experience, references and prices. We research the consulting market and identify best-in-class providers for specific industries or issues. We create detailed profiles of the consulting companies, their resources, services, approaches and references. Your Benefit Fact-based, up-to-date analysis of the consulting and training market and its solutions Access to a tailored list of best-in-class service providers Structured and objective market analysis and reports tailored to your specific needs In a short time period, Cardea helped us to get an overview of potential providers of consulting services matching our specific needs. Alcan, President Business Unit Head

7 Tendering Who Should Be Considered? In our tendering process we translate the knowledge gathered in the project-set up phase into structured request for proposal (RFP) documents. A carefully screened list of potentially suited service provider are invited to submit their proposals. Client Needs RFP documents which bear a detailed, understandable description of the project specifications including the deliverables, tasks and roles expected from the external consultant Precise and comparable proposals of suitable consulting providers that match the specific project requirements Structured and detailed information on the services, experiences and approaches of potential external suppliers as the basis for the next step: the selection of the best suited consulting or training providers Within a short time Cardea managed to perform a global search and evaluation of potential service providers. With the detailed documentation and presentation, Cardea was able to demonstrate specific strengths and weaknesses of each of the providers based on the defined requirements. Credit Suisse, Business Unit Head Our services We develop tailored, comprehensive and clear RFP documents based on proven processes and templates. We determine a list of selected providers to be included in the RFP process (on the basis of a market screening). We personally contact, motivate and assist the selected provider to guarantee an effective RFP process. We ensure timely submission of proposals and assess the quality and completeness of the content. We professionally represent the client in dealings with the consultants during the entire process. Your Benefit Well-documented project specifications and expectations with regard to the external consultants; well-prepared RFP documents Access to best-in-class providers Easing your workload: we manage the process and interactions with all providers and make sure that our client is well represented The way is paved for a successful and efficient selection process

8 Selection Ensuring The Best Choice The selection process starts with a detailed analysis and comparison of the received proposals and ends with the selection by the client of the best suited consultant. We carry out a detailed analysis and summary of the proposals, personal interviews with the proposed team resources, and reference checks to present a short list of consulting or training providers which match the defined requirements. With this presentation our client receives the necessary information to decide which providers to invite for a personal presentation (otherwise known as the beauty contest stage). We manage the entire process and deliver the necessary information to enable our clients to successfully choose the best suited external provider. Client Needs A lean, high quality and thorough evaluation and selection process that gives a good basis for an informed decision on the right provider Professional process that minimizes the burden on resources A detailed insight into best-in-class approaches for the specific project issue An objective and independent assessment of the external provider The main advantages of working with Cardea are their comprehensive consulting market knowledge, their efficient and quick process and the high quality of the selected short listed consultants. UBS, Project Manager Our Services Systematic assessment of each provider and their individual consultants on the basis of defined criteria and requirements Personal interviews and reference checks Quantitative and qualitative assessment of proposed solutions. Presentation of the evaluation results to the client with detailed profiles of the providers, their specific consultants, service offering, proposed solution and project costs Organization and facilitation of provider presentations (beauty contests), including meeting coordination, agenda definition, and briefing and debriefing the consultants Project management and client support throughout the entire process, including communication and coordination between the parties. Coaching and facilitation of the final decision making process Your Benefit Fact-based, objective and reliable basis for the final provider selection Well-prepared and facilitated provider presentations Informed decision on the best suited provider based on quantitative and qualitative evaluation results Complete documentation of the process, the criteria and requirements, and all relevant provider information

9 Contractual Terms Fair, Binding, Adequate The aim of our support in this final phase is to close a goal-oriented and project-specific consulting contract taking into account both our clients needs and the latest industry standards. Client Needs Objective and independent expert advice in the contracting phase Best possible negotiation of contractual agreements Contracts containing all relevant elements for successful collaboration with the provider Our Services Support in all matters regarding the development and negotiation of contracts with external service providers. Expert advice on key elements of consulting contracts: bonus/ malus systems, warranty payments or services, etc. Review of contracts Support with the preparation and execution of contract negotiations Your Benefit Fair contracts that help you manage your service provider throughout the project ensuring the achievement of your project goals Defined deliverables and service level agreement which allow an objective measurement of the quantitative and qualitative goal achievement and return on consulting Goal oriented and cost efficient consulting projects based on agreed terms of collaboration Thanks to our collaboration with Cardea we secured a long list of eligible consultants matching our requirements as well as a structured evaluation and contract process. UBS, Executive Director

10 Project Management Support Management Of Consulting Projects Conducive To Success Our success is based on the success of our client s initiative. Within our Project Management Support services we advise and help our clients successfully manage external providers. Our support covers all issues regarding the management of consultants, and the establishment of effective monitoring and controlling processes to track costs and time budgets, deliverables and consulting performance. Client Needs Objective and independent expert advice on how to manage consultants effectively Efficient and effective execution of consulting projects Measuring the achievement of project goals and consulting performance (return on consulting) Project schedules, costs and deliverables kept under control Resolution of issues that arise with consultants during the project Our Services Support in all matters relating to managing and controlling consulting work based on our proven tools and methodology: Best practices for managing consulting projects Precise goal agreements with external consultants, and definition and forecast of expected return on consulting Methods for ongoing and final assessment and the measurement of consulting performance and project success. Your Benefit Achievement of project goals from professionally managing the external provider Precise definition of service level agreements, deliverables and goals Professional project monitoring and controlling focused on the impact of external consultants Objective measurement of quantitative and qualitative goal achievement and the provider s performance Cost efficient and effective management of consulting projects We were completely satisfied with selected consultants, the consultants matched our requirements exactly. Swisscom Division CIO

11 References We work with national and international companies in the following industries: Machinery Pharmaceuticals Consumer products Transportation Healthcare Public sector Financial services Energy Telecommunications Media Our expertise and projects cover a wide range of functional areas: Supply chain management Innovation and R&D Production Logistics Marketing and sales Finance and controlling Strategy and business development Human resources And many more Our expertise and projects cover a wide range of business issues and solutions, such as: Strategy consulting Organizational and process consulting IT consulting Human resource consulting Training and development M&A consulting Change management Coaching Interim management Operational excellence Cost management Restructuring And many more

12 Clients Our clients are national and international companies spanning a wide range of industries. ABB ETH ABN AMRO Bank (Switzerland) Adtranz (Bombardier) Alcan Composites Alcan Packaging Allianz Versicherungs-AG Alstom Ascom Astrada AG Avaloq Bank Julius Bär BKW FMB Energie AG Canon (Schweiz) AG Compaq (Hewlett-Packard) CoreMedia Credit Suisse CSS Deutsche SiSi Werke (Capri Sonne) DZ Privatbank (Schweiz) AG EON Academy Escada Europay (Switzerland) SA Fachhochschule Solothurn Nordwestschweiz Forbo Geberit International AG Globus Office World AG Hildon IFA Jensen Group Kanton Zürich Amt für Jugend und Berufsberatung Kanton Zürich Amt für Verkehr Kanton Zürich Baudirektion Kantonsspital Olten Kantonsspital St.Gallen (Spitalregion St. Gallen Rorschach) Klinik Hirslanden Kreisspital Männedorf Linde Gas Therapeutics Mobility Carsharing Schweiz Münchener Rück Novartis International AG Novelis Oerlikon Contraves Paracelsus-Spital Richterswil Payserv AG Perot Systems AG PricewaterhouseCoopers Railcor AG RWE Power RWE Systems Sankyo SBB Cargo Schering (Schweiz) Schindler Stadt Zürich Sozialdepartement Sunrise Swiss International Airlines Swiss Life Swisscanto Swisscom Syngenta TCS Sektion Basel Telekurs Services UBS UKBB Universitäts Kinderspital beider Basel Universität Zürich Institut für Empirische Wirtschaftsforschung Universität Zürich Stiftung Zentralstelle Universität Zürich Wirtschaftswissenschaftliche Fakultät Vorwerk Verwaltungs- und Privatbank AG ZLB Behring AG Zschokke (Implenia) Zürcher Kantonalbank Zurich Financial Services ZVV (Zürcher Verkehrsbetriebe)

13 Cardea Martin Morawetz Lic. oec. publ. Managing Partner Tel +41 (0) Fax +41 (0) Eva-Maria Manger-Wiemann Dipl.-Kffr. (Univ.) Managing Partner Tel +41 (0) Fax +41 (0) Christoph Treichler Dr. oec. publ. Managing Partner Tel +41 (0) Fax +41 (0)

14 Cardea AG Winkelriedstrasse 27 Postfach 8033 Zürich Tel +41 (0) Fax +41 (0)

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