Cogan & Associates provides solutions to support the life cycle of complex products in high-tech industries. They have experts with decades of experience in operations, quality management, global sourcing, and new product launches. Cogan & Associates works with clients to define needs and develop action plans. They then assign experts to specific tasks and review results to help clients improve margins and cash flow through metrics and operational enhancements.

1. Cogan & Associates
“Providing Solutions to the High Technology Industry”
January 2015
Providing
Solutions
Business/Operations
Materials

2. Business Focus
 Delivering solutions to support the life cycle of complex
products in the electronic and electro-mechanical industries
 Achievement of Client defined requirements and expected
results including performance improvement opportunities
 Reduce Client risk factors when providing services in growth
situations and metric management
 Market segments supported are Semiconductor Capital
Equipment, Instrumentation, Industrial, Medical, Network and
Communications, Military and Aerospace
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3. Management Bio’s (resume’s available)
 James C. Cogan – President
 President and VP&GM with P&L experience in the electronics industry, with revenue up to $450 million
 Experienced in qualifying and managing both OEM and CM operations, domestic and offshore
 Significant experience in Global Sourcing, Quote Management and CM contract negotiations
 Successful product introduction for over 30 new products
 Restructuring experience in a $250 million division leading to profitability in less then 9 months
 Richard Gila – Key Executive Associate
 V.P. World Wide Operations for CM (U.S., China, Mexico and the UK) with over 25 years experience
 VP/GM for OEM industry for 20+ years with annual revenues ranging from Start-up to $350 million
 Managed work force in excess of 5000. Attained profitable revenue growth of 250% in 4 years
 VP of World Wide Quality, implemented ISO standard requirements at four manufacturing sites
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4. Support Disciplines
Supply Chain
Requirements
 Expert Outsourcing Qualifications
 Both Domestic and Low Cost Regions
 Extensive list of suppliers
Product Release
Support
 New product releases to production
 Extensive Product Transfer experience, both to and from the Far East
and Mexico
Production
Operations
 Review of process for improvement recommendations
 Closing all margin escapes and improving efficiency
 All Services supporting risk reduction and management success
Develop and
Review Metrics
 Ensure all key metrics are established and reviewed
 Metric review to determine action plans for improved margins
Cogan & AssociatesGoal= Increased margin & improved cash flow
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5. Associate’s Capabilities
Successful design and
release experience
totaling over 40 years.
Product transfer
experience to Low Cost
Regions and return to
North America.
Established Metrics in
multiple companies and
divisions, leading to
improvided margins and
efficiency in all cases.
Global Outsourcing
experience with over 30 years
in Domestic and International
regions with excellent ERP
systems knowledge.
Managed from a $450 M
production to start up
companies; over 40 years
building complex electronic
and electro-mechanical
products. Significant Sales
& Marketing experience.
Significant Practical Experience in each Discipline
Cogan & Associates
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6. Services Overview
 Provide metrics and operational
performance overview plus
recommendation for improvements.
Client Selected Scope Based on Requirements
Review
Specific Operational Tasks
 Assigned specific task/issue to be
worked with defined departments and
expected results.
 Multiple operational issues to be
addressed with specific targets and
work activities with multiple departments
and locations.On-Site Support – Direct involvment
Cogan & Associates
Assignment Scope
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7. Specific Steps with Client
Step 1 Step 2 Step 3 Step 4 Step 5
Establish contact and
establish credibility to
support Client’s
“Needs”
Plan Development
Outline plan for
resources, obtain Client
approval and make
assignments
Review results on
an ongoing basis
for timeline and
specific
accomplishments
Work with Client to
define requirements,
timeline and expected
goals, that meet “Needs”
Set up key Client
interfaces and
reporting methods
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8. Company Values
 Committment to our Client’s success
 Treat all Clients, Employees and Suppliers with honesty,
respect and dignity
 Focus on creating value for the Client through excellent
performance and a results driven culture
 Passionate in our pursuit of Continuous Improvement as part
of our performance commitment
 Confidantility Agreement signed and all terms followed
Cogan & Associates
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9. Summary
 Cogan & Associates has the talent and experience to support
Client operational requirements
 The Client’s definition of “Needs” is a critical starting point
 Cogan & Associates would assign a Key Individual to the
Client to support the development of the “Needs”
 The Action Plan and Proposal for the Assignment would
follow the “Needs” statement
 Where can we help you build your Success?
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10. Cogan & Associates
Thank you for you time and interest
..
Page 10

11. YOUR LOGO
IMC – USA Code of Ethics
My Commitment to My Clients
 1.0 I will serve my clients with integrity, competence, independence,
objectivity, and professionalism.
 2.0 I will mutually establish with my clients realistic expectations of the
benefits and results of my services.
 3.0 I will only accept assignments for which I possess the requisite experience
and competence to perform and will only assign staff or engage colleagues
with the knowledge and expertise needed to serve my clients effectively.
 4.0 Before accepting any engagement, I will ensure that I have worked with my
clients to establish a mutual understanding of the objectives, scope, work
plan, and fee arrangements.
 5.0 I will treat appropriately all confidential client information that is not public
knowledge, take reasonable steps to prevent it from access by unauthorized
people, and will not take advantage of proprietary or privileged information,
either for use by myself, the client's firm, or another client, without the client's
permission.

12. YOUR LOGO
IMC – USA Code of Ethics
 6.0 I will avoid conflicts of interest or the appearance of such and
will immediately disclose to the client circumstances or interests
that I believe may influence my judgment or objectivity.
 7.0 I will offer to withdraw from a consulting assignment when I
believe my objectivity or integrity may be impaired.
 8.0 I will refrain from inviting an employee of an active or inactive
client to consider alternative employment without prior discussion
with the client.
 9.0 I will agree in advance with a client on the basis for fees and
expenses and will charge fees that are reasonable and
commensurate with the services delivered and the responsibility
accepted.

13. YOUR LOGO
IMC – USA Code of Ethics
 10.0 I will not accept commissions, remuneration, or other benefits
from a third party in connection with the recommendations to a
client without that client's prior knowledge and consent, and I will
disclose in advance any financial interests in goods or services that
form part of such recommendations.
 My Commitment to the Public and the Profession
 11.0 If within the scope of my engagement, I will report to
appropriate authorities within or external to the client organization
any occurrences of malfeasance, dangerous behavior, or illegal
activities.
 12.0 I will respect the rights of consulting colleagues and consulting
firms and will not use their proprietary information or methodologies
without permission.

14. YOUR LOGO
IMC – USA Code of Ethics
 13.0 I will represent the profession with integrity and
professionalism in my relations with my clients, colleagues, and the
general public.
 14.0 I will not advertise my services in a deceptive manner nor
misrepresent or denigrate individual consulting practitioners,
consulting firms, or the consulting profession.
 15.0 If I perceive a violation of the Code, I will report it to the
Institute of Management Consultants USA and will promote
adherence to the Code by other member consultants working on my
behalf.
 Approved by the IMC USA Board of Directors February 3, 2005