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TECHNOLOGY CONSULTANCY SERVICES 

Chris Goodall – Director & Principal Consultant
CG Consultancy (UK) Limited
February 2013
AGENDA
About Us                               3


Our People – Senior Profiles           4


Typical Services we offer              5


Our Clients – A Recent Snapshot       6,7


Client Endorsements                    8


Questions                              9




                                  2
About US

• CG Consultancy (UK) Limited – established in 2003
     • Independent, innovative and flexible IT services company

• Focused on high growth companies; professionalising systems, people and process 
• Implementing standards based on industry best practice
• Typical services include: board level strategy (CIO/CTO level), business analysis, audit 
reviews, project management, technical consultancy, vendor procurement and system 
implementation & integration (including Cloud).

•                (sister company) for enterprise grade web/e‐commerce/mobile projects
       •   Over 200 software developers, ISO9001, Computer Science backgrounds, MSc/PhD
       •   New business critical projects through to support/maintenance of existing systems
       •   24x7 data centre hosting and support SLAs for mission critical systems
       •   Clients include ICAP plc, EuroFlorist, HSBC Investment Bank, University of 
           Southampton, Wiggle.com and RivieraTravel

• IBM Business Partner
• Sun Microsystems Partner & Java Certifications 

• Financial Markets, Publishing, Legal, Retail, PR, Entertainment/Media, Education sectors

                                                                                      3
•   Chris Goodall – Director / Principal Consultant                   •   Wil Hepworth – Senior Consultant
•   BSc Computer Science, Chartered Engineer, Member of IET           •   Programme/Project Management for technical projects
•   ScrumAlliance certified Agile ScrumMaster (CSM)                   •   BSc Computer Science, PRINCE2, Agile
                                                                      •   20 yrs industry experience – including primarily web 
•   1997 ‐ IBM UK Labs – Hursley, Winchester ‐ 3 yrs                      platforms for enterprise clients
      –    Fortune 500 clients, enterprise e‐commerce                 •   Key experience in eCommerce, CMS and financial/actuary 
           platforms and transactional systems                            solutions
      –    Co‐authored IBM book on web based transactional 
           systems                                                    •   Leon Chadwick ‐ CTO
•   2000 ‐ UBS Investment Bank – 6 yrs                                •   Chief Technology Officer – 15 years IT experience
      –    Associate Director , Global Head of CB Trading             •   BSc Information Systems with AI
           technology                                                 •   14 yrs financial markets experience UBS, Goldman Sachs, 
      –    Ran global team, London, New York + Hong Kong                  Merrill Lynch, RBS, HSBC
      –    Managed a team of high skilled (and compensated)           •   Key experience in architecture and technology selection for 
           permanent staff (developers, business analysts,                high performance, real time, distributed and mission critical 
           testers)                                                       systems.
      –    Liaised and managed daily workload of top tier 
           Consultancy resources (Accenture and CapGemini)
      –    ‘Convertibles Web’ – won industry award                    •   Ali Gondal – Lead Technologist
           (Euromoney)
                                                                      •   Leads development and architecture for key client systems
•   2006 ‐ Citigroup Capital Markets & Banking – 3 yrs
                                                                      •   BSc and MSc degrees in Computer Science
      –    Vice President , Equities Trading technology
                                                                      •   Currently part‐time whilst studying for a PhD
      –    EMEA Head of Market Making Trading Technology
      –    Head of tech for £100m European trading desk
      –    Responsible for £5m IT budget                              •   Ian Walton – IT Support Manager
      –    Delivered options market making platform in 2007           •   Responsible for IT installation, support  and maintenance
      –    Large European team, London + Frankfurt                    •   Separate division of CGC
      –    Initiated services of specific financial consultancies,    •   Ian has been servicing CGC clients, onsite and remotely, 
           negotiated contracts                                           since 2003
      –    Accountable to and delivered to senior Head Traders 
           (Managing Directors)

                                                                                                                     4
•   Typical services we offer
•   Professional audit reviews of existing technology systems, people and process

•   Opportunity to review technology platforms, resilience, failover, disaster recovery, business risks

•   Reviews against industry recognised standards and best practice

•   Recommend strategy at Group level for IT change

•   Preparation/professionalise prior to equity investment, acquisitions, due diligence deal process

•   Project Management & Technical consultants for in‐house and external vendor projects

•   Implementers of Agile methodology – increasing IT development productivity and delivery visibility to 
    the business

•   Experience in managing high pressure business critical projects (i.e. front office securities trading)

•   Flexible, cost effective consultancy with complete commitment

•   A technology partner for software and hardware related projects with access to significant development 
    resource



                                                                                                   5
Our Clients – A Recent Snapshot

•    Business Monitor International                                  •   Business Monitor International (continued)


•    High growth financial publisher based in City of London.        •   Services that we have provided to BMI:
     £25m business. International offices in New York and                  o An interim Chief Technology Officer (CTO) to deliver 
     Singapore. www.businessmonitor.com                                         technology strategy and guidance at C‐level 
•    160 staff providing data, analysis, ratings and forecasts on               (board/executive stakeholders).  Included technology 
     country risk and industry sectors for 170 markets. Clients                 roadmap and hiring plan recommendations.  ~ 9 
     span 140 countries and include 400 of Fortune 500                          months
     companies.                                                            o Consultant to address short term hardware upgrade 
•    Contracted in 2008 to address growing pains and business                   projects (network / server infrastructure including 
     scalability problems across technology systems, people and                 backups and failover/resilience). ~4 months
     process.                                                              o Senior consultant to provide development 
•    Initial work items addressed immediate business risks                      management for in‐house/offshore development 
     around systems and processes; with regards to non                          projects (ecommerce / CMS).  Included stalled 
     compliant or unsupported systems, backups, failover,                       projects and short‐medium term work to address 
     resilience and disaster recovery. See opposite for more                    critical system scalability and performance problems 
     details.                                                                   (visible to clients). ~12 months
•    CG Consultancy worked with Business Monitor International             o Management of recruitment process for senior IT 
     (BMI) to professionalised company technology platform                      hires, Head of IT and CTO
     prior to significant equity investment by Spectrum Equity             o Audit reviews and recommendations of critical 
     Partners in BMI(taking 50% stake)                                          systems and business processes.  A number of large 
•    Our work was validated as part of external due‐diligence                   scale change projects were created off the back of 
     (deal process) audit by PriceWaterhouseCoopers                             our reports and recommendations.  
•    We continue to be a primary technology partner, providing             o Audit review of editorial‐thru‐production processes 
     consultancy and project management services.                               (core revenue generation) and pilot project inception 
•    Detailed case study available here :                                       to deliver efficiency gains and scalability.
     www.cgconsultancy.com/clients/casestudy/bmi                           o Tender process for replacement subscriptions‐
•    Client endorsement provided                                                fulfilment enterprise system. Managed vendors and 
                                                                                implementation project; including integration with 
                                                                                finance and CRM system.



                                                                                                                    6
Our Clients – A Recent Snapshot


•     IncisiveMedia                                                      •   eFlorist (www.eflorist.net)



•     Global Media and Events company and a leading B2B                  •   International florist network, known as Teleflorist prior to 
      information provider for the financial and professional                rebrand and purchase by EuroFlorist (2010). £30m business.
      services markets. £150m business.                                  •   We delivered (via five one two) business critical sales order 
•     Interim technology project management for the following                processing system
      core systems:                                                      •   Transacts all daily business and order routing for 1500 
•     Event Management System; business critical – Events                    member florists via web based system
      accounts for approx 40% of group revenue. vendor                   •   £250k development project went live 5 Oct 09
      selection, global rollout, integration with back office systems    •   We provide 24x7 support SLA for system and server hosting
      (finance [Navison], data warehouse, CRM, online payment 
      gateway), data migration and all in between.                       •   We were selected as technology supplier – against 
                                                                             Conchango, Sapient, Salmon, IBM...
•     Book Management System; vendor selection, rollout and 
      implementation with back office systems and customer               •   Separate projects underway for eFlorist Phase 2, eFlorist
      facing e‐commerce platform.                                            international rollout, mobile e‐commerce, iPhone
                                                                             application, consumer e‐commerce website and project to 
•     E‐commerce store (riskbooks.com) redesign and integration              increase online conversions
      with order‐fulfilment system.
                                                                         •   European e‐commerce platform  ‐ enterprise spec
•     Virtual Events & Conferences System; allowing hosting of 
      webinars, virtual events, conferences and exhibitions online.      •   Client endorsement provided
      Replacing existing legacy system.




                                                                                                                          7
•   Client Endorsements


•   Jonathan Feroze, CEO, Business Monitor International – July 2009:
•   "I can strongly recommend CG Consultancy (particularly for rapidly growing SMEs with growing pains) – for recruitment, for highly 
    professional project management of critical systems improvements and optimization of business processes, and for strategic 
    direction and advice. The quality of the consultants sourced by CGC in the areas of Web Development and IT Infrastructure has
    been consistently high, while they have also assisted in sourcing and vetting several full‐time senior hires, including Head of IT & 
    Infrastructure, and CTO. As a rapidly growing company, Business Monitor International (BMI) outgrew its technology base and 
    systems without at first realising it. CGC helped us to quickly and cost‐effectively overcome these problems, so that we can 
    continue to scale the business.“


•   Ben Wood, Head of Events, Incisive Media – Jan 2012:
•   “Chris successfully delivered the implementation of Events Management Software (Cvent) for Incisive Media. This was a complex
    change management project, requiring system integration with finance, marketing and other business critical functions and 
    departments. 

    The project lived or died on Chris' ability to project manage technical and non‐technical items, and engage with a number of 
    disparate teams, many of whom had a vested interest in keeping existing systems. We chose him as we thought he had the 'right
    fit' with our organisation to get things done, and we weren't disappointed. 

    I wouldn’t hesitate to recommend Chris for project work. He is diligent, personable and can quickly understand what the key 
    drivers are for any project..” 

•   Louise White, Group Marketing Director, Incisive Media – Feb 2012:
•   “Chris is an excellent project manager, who helped us through some complex IT projects, including a new events and book 
    management system. 

    He is straightforward to deal with, delivers on what is required and always does what he says he will. Can't ask for much more 
    from a PM! 

    I'd recommend him to anyway who wants to get things done to budget and schedule.” 



                                                                                                                       8
•   Questions.....




                     9

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CG Consultancy UK Limited - Company Credentials Pack

  • 2. AGENDA About Us 3 Our People – Senior Profiles 4 Typical Services we offer 5 Our Clients – A Recent Snapshot 6,7 Client Endorsements 8 Questions 9 2
  • 3. About US • CG Consultancy (UK) Limited – established in 2003 • Independent, innovative and flexible IT services company • Focused on high growth companies; professionalising systems, people and process  • Implementing standards based on industry best practice • Typical services include: board level strategy (CIO/CTO level), business analysis, audit  reviews, project management, technical consultancy, vendor procurement and system  implementation & integration (including Cloud). • (sister company) for enterprise grade web/e‐commerce/mobile projects • Over 200 software developers, ISO9001, Computer Science backgrounds, MSc/PhD • New business critical projects through to support/maintenance of existing systems • 24x7 data centre hosting and support SLAs for mission critical systems • Clients include ICAP plc, EuroFlorist, HSBC Investment Bank, University of  Southampton, Wiggle.com and RivieraTravel • IBM Business Partner • Sun Microsystems Partner & Java Certifications  • Financial Markets, Publishing, Legal, Retail, PR, Entertainment/Media, Education sectors 3
  • 4. Chris Goodall – Director / Principal Consultant • Wil Hepworth – Senior Consultant • BSc Computer Science, Chartered Engineer, Member of IET • Programme/Project Management for technical projects • ScrumAlliance certified Agile ScrumMaster (CSM) • BSc Computer Science, PRINCE2, Agile • 20 yrs industry experience – including primarily web  • 1997 ‐ IBM UK Labs – Hursley, Winchester ‐ 3 yrs platforms for enterprise clients – Fortune 500 clients, enterprise e‐commerce  • Key experience in eCommerce, CMS and financial/actuary  platforms and transactional systems solutions – Co‐authored IBM book on web based transactional  systems • Leon Chadwick ‐ CTO • 2000 ‐ UBS Investment Bank – 6 yrs • Chief Technology Officer – 15 years IT experience – Associate Director , Global Head of CB Trading  • BSc Information Systems with AI technology • 14 yrs financial markets experience UBS, Goldman Sachs,  – Ran global team, London, New York + Hong Kong Merrill Lynch, RBS, HSBC – Managed a team of high skilled (and compensated)  • Key experience in architecture and technology selection for  permanent staff (developers, business analysts,  high performance, real time, distributed and mission critical  testers) systems. – Liaised and managed daily workload of top tier  Consultancy resources (Accenture and CapGemini) – ‘Convertibles Web’ – won industry award  • Ali Gondal – Lead Technologist (Euromoney) • Leads development and architecture for key client systems • 2006 ‐ Citigroup Capital Markets & Banking – 3 yrs • BSc and MSc degrees in Computer Science – Vice President , Equities Trading technology • Currently part‐time whilst studying for a PhD – EMEA Head of Market Making Trading Technology – Head of tech for £100m European trading desk – Responsible for £5m IT budget • Ian Walton – IT Support Manager – Delivered options market making platform in 2007 • Responsible for IT installation, support  and maintenance – Large European team, London + Frankfurt • Separate division of CGC – Initiated services of specific financial consultancies,  • Ian has been servicing CGC clients, onsite and remotely,  negotiated contracts since 2003 – Accountable to and delivered to senior Head Traders  (Managing Directors) 4
  • 5. Typical services we offer • Professional audit reviews of existing technology systems, people and process • Opportunity to review technology platforms, resilience, failover, disaster recovery, business risks • Reviews against industry recognised standards and best practice • Recommend strategy at Group level for IT change • Preparation/professionalise prior to equity investment, acquisitions, due diligence deal process • Project Management & Technical consultants for in‐house and external vendor projects • Implementers of Agile methodology – increasing IT development productivity and delivery visibility to  the business • Experience in managing high pressure business critical projects (i.e. front office securities trading) • Flexible, cost effective consultancy with complete commitment • A technology partner for software and hardware related projects with access to significant development  resource 5
  • 6. Our Clients – A Recent Snapshot • Business Monitor International • Business Monitor International (continued) • High growth financial publisher based in City of London.  • Services that we have provided to BMI: £25m business. International offices in New York and  o An interim Chief Technology Officer (CTO) to deliver  Singapore. www.businessmonitor.com technology strategy and guidance at C‐level  • 160 staff providing data, analysis, ratings and forecasts on  (board/executive stakeholders).  Included technology  country risk and industry sectors for 170 markets. Clients  roadmap and hiring plan recommendations.  ~ 9  span 140 countries and include 400 of Fortune 500  months companies. o Consultant to address short term hardware upgrade  • Contracted in 2008 to address growing pains and business  projects (network / server infrastructure including  scalability problems across technology systems, people and  backups and failover/resilience). ~4 months process. o Senior consultant to provide development  • Initial work items addressed immediate business risks  management for in‐house/offshore development  around systems and processes; with regards to non  projects (ecommerce / CMS).  Included stalled  compliant or unsupported systems, backups, failover,  projects and short‐medium term work to address  resilience and disaster recovery. See opposite for more  critical system scalability and performance problems  details. (visible to clients). ~12 months • CG Consultancy worked with Business Monitor International  o Management of recruitment process for senior IT  (BMI) to professionalised company technology platform  hires, Head of IT and CTO prior to significant equity investment by Spectrum Equity  o Audit reviews and recommendations of critical  Partners in BMI(taking 50% stake) systems and business processes.  A number of large  • Our work was validated as part of external due‐diligence  scale change projects were created off the back of  (deal process) audit by PriceWaterhouseCoopers our reports and recommendations.   • We continue to be a primary technology partner, providing  o Audit review of editorial‐thru‐production processes  consultancy and project management services. (core revenue generation) and pilot project inception  • Detailed case study available here :  to deliver efficiency gains and scalability. www.cgconsultancy.com/clients/casestudy/bmi o Tender process for replacement subscriptions‐ • Client endorsement provided fulfilment enterprise system. Managed vendors and  implementation project; including integration with  finance and CRM system. 6
  • 7. Our Clients – A Recent Snapshot • IncisiveMedia • eFlorist (www.eflorist.net) • Global Media and Events company and a leading B2B  • International florist network, known as Teleflorist prior to  information provider for the financial and professional  rebrand and purchase by EuroFlorist (2010). £30m business. services markets. £150m business. • We delivered (via five one two) business critical sales order  • Interim technology project management for the following  processing system core systems: • Transacts all daily business and order routing for 1500  • Event Management System; business critical – Events  member florists via web based system accounts for approx 40% of group revenue. vendor  • £250k development project went live 5 Oct 09 selection, global rollout, integration with back office systems  • We provide 24x7 support SLA for system and server hosting (finance [Navison], data warehouse, CRM, online payment  gateway), data migration and all in between. • We were selected as technology supplier – against  Conchango, Sapient, Salmon, IBM... • Book Management System; vendor selection, rollout and  implementation with back office systems and customer  • Separate projects underway for eFlorist Phase 2, eFlorist facing e‐commerce platform.  international rollout, mobile e‐commerce, iPhone application, consumer e‐commerce website and project to  • E‐commerce store (riskbooks.com) redesign and integration  increase online conversions with order‐fulfilment system. • European e‐commerce platform  ‐ enterprise spec • Virtual Events & Conferences System; allowing hosting of  webinars, virtual events, conferences and exhibitions online.  • Client endorsement provided Replacing existing legacy system. 7
  • 8. Client Endorsements • Jonathan Feroze, CEO, Business Monitor International – July 2009: • "I can strongly recommend CG Consultancy (particularly for rapidly growing SMEs with growing pains) – for recruitment, for highly  professional project management of critical systems improvements and optimization of business processes, and for strategic  direction and advice. The quality of the consultants sourced by CGC in the areas of Web Development and IT Infrastructure has been consistently high, while they have also assisted in sourcing and vetting several full‐time senior hires, including Head of IT &  Infrastructure, and CTO. As a rapidly growing company, Business Monitor International (BMI) outgrew its technology base and  systems without at first realising it. CGC helped us to quickly and cost‐effectively overcome these problems, so that we can  continue to scale the business.“ • Ben Wood, Head of Events, Incisive Media – Jan 2012: • “Chris successfully delivered the implementation of Events Management Software (Cvent) for Incisive Media. This was a complex change management project, requiring system integration with finance, marketing and other business critical functions and  departments.  The project lived or died on Chris' ability to project manage technical and non‐technical items, and engage with a number of  disparate teams, many of whom had a vested interest in keeping existing systems. We chose him as we thought he had the 'right fit' with our organisation to get things done, and we weren't disappointed.  I wouldn’t hesitate to recommend Chris for project work. He is diligent, personable and can quickly understand what the key  drivers are for any project..”  • Louise White, Group Marketing Director, Incisive Media – Feb 2012: • “Chris is an excellent project manager, who helped us through some complex IT projects, including a new events and book  management system.  He is straightforward to deal with, delivers on what is required and always does what he says he will. Can't ask for much more  from a PM!  I'd recommend him to anyway who wants to get things done to budget and schedule.”  8
  • 9. Questions..... 9