investis sotn · 2.00pm -welcome & update on performance, helen james 2.45pm -spotlight...
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Investis SOTN
London October 2014
INVESTIS SOTN
AGENDA2.00pm -Welcome & update on performance, Helen James
2.45pm - Spotlight sessions
3.30pm - Break
3.45pm - Team exercise led by Judith Ward
4.45pm - 1 year at Investis , David Grigson
5.00pm - Closing remarks followed by drinks
INVESTIS SOTN
WELCOME
Alert IR team
New joiners from g3d
Team members from US, Germany & Finland, India & Spain
New joiners in London
Our new CTO, Martyn Arbon
Our chairman, David Grigson
2 new Board members from ECI – Sean Whelan & Richard
Chapman
INVESTIS SOTN
ABOUT SOTNA chance to share
A chance to understand our priorities and review how we are
doing – both financially and non-financially
A chance to meet colleagues
A chance to hear from various parts of the business
specifically
A chance to celebrate our successes and focus on future
challenges
INVESTIS SOTN
ABOUT INVESTISFulfilling a critical need
Digital is changing the way companies do corporate
communications
Proliferation of channels is creating more complexity than
ever
Data is just starting for corporate communications
We are just at the beginning…
INVESTIS TODAY
High level of recurring revenues, strong revenue visibility and low
churn
Experienced team with expertise in digital communications
The leading independent global digital communications
solution for business
Fully integrated solution including workflow, data, intelligence
and analytics
Over 1,900 long term blue-chip client relationships worldwide
Proven ability to successfully integrate acquisitions
Leading market positions across Europe including UK and
Germany
Significant US opportunity in early stages of being realised
Highly scalable business model, technology and processes
Track record of excellent growth
1
2
8
9
10
3
4
7
6
5
We have built the largest independent business globally…
Established: #3+ position; good client list
Foothold: Some clients
Leadership: #1 or #2 market position
% Clients by Geography
(2014E)
UK61%
DACH21%
US7%
Nordics6%
Other5%
New York
London
Würzburg
Madrid
Helsinki
Vadodara
Growth opportunity: Fast growing client base
INVESTIS TODAY
Investis provides a fully integrated workflow
platform for digital corporate communications…
Digital
Content
Broadcast
Intelligence Analyse Listen
INVESTIS SOTN
UPDATE ON PERFORMANCE2014 key financial objectives:
Financial
⁻ Growth from the core business of 13% in recognised revenue to £18.4m
⁻ EBITDA of £5m ex US.
⁻ Recurring revenue of £10.4m
⁻ US revenue of $1.65m and a year end run rate of $3m
⁻ £400K of revenue from MyInvestis Intelligence
⁻ Successful acceleration of DACH – growth of 18% in revenue to Euro
2.7m
INVESTIS SOTN
UPDATE ON PERFORMANCE2014 key financial objectives: how are we doing?
Financial
⁻ Growth from the core business of 13% in recognised revenue to £18.4m
– ON TRACK
⁻ EBITDA of £5.1m ex US. ON TRACK
⁻ Recurring revenue of £10.4m – A BIT BEHIND – A KEY PRIORITY
⁻ US revenue of $1.65m and a run rate by year end of $3m – ON TRACK
⁻ £400K of revenue from MyInvestis Intelligence –YTD 16 paying clients &
£75k revenue
⁻ Successful acceleration of DACH – growth of 18% in revenue to Euro
2.7m – BEHIND – but excellent recent wins & expecting to catch up in Q4
INVESTIS SOTN
UPDATE ON PERFORMANCE2014 key objectives:
Non-Financial
⁻ Investis to continue to be an employer of choice – in all regions. We will
publish stats on our number of training days, the mentor programme,
retention rates and appraisals. Establish a programme for the
development of ‘future leaders’
⁻ Revenue weighted NPS – Increasing this from 22% currently to 30%
⁻ Building the foundations for a successful US business – an excellent
quality client list, including some corporate websites as well as IR sites
and Apps, a strong and motivated team, good market awareness.
⁻ Hiring a CTO and successfully integrating into the management team.
INVESTIS SOTN
UPDATE ON PERFORMANCE2014 key objectives:
Non-Financial
⁻ Investis continue to be an employer of choice – in all regions. We will
publish stats on our no. of training days, the mentor programme,
retention rates and appraisals. Establish a programme for the
development of ‘future leaders’ – GOOD PROGRESS – MORE TO COME
⁻ Revenue weighted NPS – Increasing this from 22% currently to 30% -
57% ACHIEVED – INCREDIBLE
⁻ Building the foundations for a successful US business – an excellent
quality client list, including some corporate websites as well as IR sites
and Apps, a strong and motivated team, good market awareness. GREAT
PROGRESS
⁻ Hiring a CTO and successfully integrating into the management team.
MARTYN JOINED ON MONDAY!
INVESTIS SOTN
ALERT IRKey facts & figures
10 new colleagues based in Gothenburg
90 clients mainly in Sweden
Deep expertise and experience
We will keep the Alert IR brand name for the moment
Drupal platform will be fully supported
Opportunity to sell Investis’ wider platform and products
INVESTIS SOTN
GLOBAL3DIGITALKey facts & figures
10 full time new colleagues and 5 in transitional roles over the
next few months
150 clients
Great reputation for client service
We are keeping the g3d brand for the moment
Drupal platform will be fully supported
Great opportunity to cross sell wider product range – e.g.
video & webcasting
INVESTIS SOTN
UPDATE ON PERFORMANCEAdding new clients & selling to existing ones
UKNS team have added 93 new clients YTD, helped by
buoyant IPO market, channel programme & excellent win to
bid ratio
UKAD team – up 17% YTD & strong performance from
strategic accounts expected for Q4
DACH – beginning to convert strong pipeline – CSD, Symrise &
driving average revenue per client up
Nordic position strengthened by Alert IR joining our existing
Finnish business.
Building strong position in Spain & maintaining Italian clients
INVESTIS SOTN
UPDATE ON PERFORMANCELaunch of Audience Intelligence
Research & Analytics team now 20 strong
For Audience Intelligence we have
570,000 – total # of unique visitors in database
80,000 – total # live in Audience Intelligence tool
2,500 - # added to Audience Intelligence each week –approx. 130,000 per year
5,000,000 - # of data points gathered / created to date
16 clients now paying for the service, £75K of recurring revenue
Aggressive roll out underway in UK & US
Plans to add to DACH & Nordic & for automated service clients
INVESTIS SOTN
UPDATE ON PERFORMANCEClient satisfaction and quality
Revenue weighted NPS now at 57%
Improving efficiencies & quality
From 3 websites per producer in 2010 to 7 in 2013
From 75 service requests per person per month in 2010 to 127 in 2013
Professionalisation has been continuing – ISO 27001, ISO
9001, Mandiant/ FireEye, membership of CISP
Large client base and single platform approach allows us to
continuously innovate…
…and enables us to win competitively
Number of build per yearService requests per month Number of visits (millions)1
UPDATE ON PERFORMANCE
1 2 3
654 729
1,034
1,3931,578
2010 2011 2012 2013 H1 2014
106
131151
179
92
2010 2011 2012 2013 H1 2014
41
6173
94
54
2010 2011 2012 2013 H1 2014
Number of Clients
5
992 1,0201,133
1,5611,651
2010A 2011A 2012A 2013A 2014F
1 Number of visits refers to total number of visits to all websites sitting on the platform
Total number of video players built
4
2327
30
2012 2013 H1 2014
Operational KPIs
Further build out team
Become No. 2 in US after
Nasdaq/ Thomson within
three years
Dominate the corporate
comms market
2013 Today Pre 2013…
Increasing inbound
interest from US
companies in Investis
solutions
Acquisition of Hemscott,
with c. 60 US clients,
provided platform
Decision to actively target
and launch into US
market
US office established in
New York in June 2013
4 professionals by end of
2013 with US CEO
installed
Sales and operations
teams in place (14
professionals)
4-6 new clients monthly
Member of NYSE subsidy
program
Clients include ICE, HP,
Chevron, Northern Trust,
GE…
US$3m pipeline
Strategy for
Growth
How we win: global, flexible and multi channel solution coupled with high quality customer service
UPDATE ON PERFORMANCEUS market – the plan
INVESTIS SOTN
UPDATE ON PERFORMANCEUS market
We now have a team of 15 in New York, San Francisco and
Palm Beach, Florida.
Key wins include : GE, Chevron, CVS, Alibaba
Winning both IR sites and corporate sites
We have won the largest number of IPO clients our of any of
our competitors in Q3 – 7 out of 18 NYSE listings
demonstrating a strengthening market presence
On plan to deliver $1.65m of revenue in 2014 & 3 month
pipeline is now over $3m
Marketing plan underway
INVESTIS SOTN
EXCELLENCE AT INVESTISGaining momentum
We launched the Excellence programme at the SOTN in
February 2013
Agreed some initiatives that the company would do to work
with individuals contributions.
We agreed to:
⁻ 360 degree appraisals in Europe & Us as well as Baroda
⁻ Training – with some emphasis on personal development and e-leaning
⁻ Mentoring programme
⁻ Awards for Excellence
⁻ Brown bag lunches/ sharing sessions
INVESTIS SOTN
TAKING EXCELLENCE FORWARDHow are we doing?
360 appraisals – these have been launched in Europe, management team
completing currently & and we will extend to the US in H1 2015
1st Mentoring cycle completed & will be repeated:
⁻ 32 Mentors
⁻ 43 Mentees
⁻ 35 subjects (offered or requested)
The first pilot of Intuition is complete & now evaluating before more general
roll-out in 2015
Intranet Is LIVE!
Excellence awards now given each quarter
More sharing sessions in all offices
More to follow . . . .
INVESTIS SOTN
2015 AND BEYOND – OUR AMBITIONWe will retain our specialist positioning in our
current market with our focus on:
Corporate communications
Digital delivery
A combination of technology, service and
expertise
INVESTIS SOTN
4 KEY AXES FOR GROWTHOrganic growth from our existing clients and new client
acquisition
Geographic growth – currently US & DACH
Proposition, product and service development – through the
Investis platform we will continue to develop new products
with particular emphasis on myInvestis
M&A
INVESTIS SOTN
OUR AMBITIONOur 3 year plan has 4 key objectives:
We want to be the clear market leader in digital communications and double
the size of the business
Investis is a unique platform that provides all that companies need to
communicate, engage and understand their corporate audiences. As well as
being able to manage the outputs of the platform (websites, apps, mobile
sites, social media & multimedia) we will also provide data and intelligence
back to our clients to inform and help them manage future communication.
This will ensure that our business model is scalable, with high margin
recurring revenue and a proposition and technology that is difficult to copy.
We will continue to be the clear market leader in Europe, be the leading
competitor to Nasdaq/ TR in the US (thus out-performing PR Newswire, SNL,
Q4 etc) and explore a starting position in Asia.
We will be a great company to work for and be a client of.
INVESTIS SOTN
Q&A
INVESTIS SOTN
AGENDA2.00pm - Welcome, update on performance - Helen James
2.45pm - Spotlight sessions
3.30pm - Break
3.45pm - Team exercise led by Judith Ward
4.45pm - 1 year at Investis – David Grigson
5.00pm - Closing remarks followed by drinks
INVESTIS SOTN
SPOTLIGHT SESSIONS
Michael Jenner, Director of Solutions
Dianna Winegarden – Director of Client Service
Lucy Hartley – Social Media Consultant
ISMS and QMS
Overview
WHAT ARE THEY?ISMS – Information Security Management System
QMS – Quality Management System
The framework of policies and processes by which we ensure that we
‘secure’ both our own and our clients information.
ISO27001 – the internationally recognised and audited
standard that defines this framework
A framework of policies and processes that the business operates
within that support our key operational business objectives
ISO9001 – the internationally recognised and audited standard
that defines this framework
WHY ARE THEY IMPORTANT?We routinely handle and publish confidential and time sensitive information
for our clients. On a daily basis we are the ‘public face’ of our clients. These
frameworks provide them with the assurance that we understand the trust
they are placing in us, and that we take it seriously
This provides us with a significant competitive advantage
We are a complex business that operates ‘at scale’ (both geographically and
numerically) – it is effective process that makes this possible
WHAT DOES IT MEAN TO YOU?Everyone needs to be aware of the company wide policies that cover
individual aspects of information security. These are all stored on the intranet
and are also covered in the employee handbook
Not all of the organisation or offices are covered by the different procedures
and processes, as they currently focus on the operational parts of the
business. Everyone is impacted by them though as they define the different
‘touch points’ and how we deliver our products and services
If you are not sure if your part of the organization is covered, check with your
line manager. If you know that it is, you need to be clear on your
responsibilities within the different frameworks
UPCOMING ACTIVITIES
Q4 2014 ISMS – 2013 Upgrade
Refresher sessions (London, Baroda, Wu)
Internal and external audit
Q1 2015 ISMS
‘on board’ all offices
Integrate all outstanding operational parts of the business
NPS
NPS
WHAT IS NPS?
10 9 8 7 6 5 4 3 2 1
How likely are you to recommend us to your colleagues, friends or family?
Promoters – Detractors = Net Promoter Score
0%
10%
20%
30%
40%
50%
60%
1 2 3 4 5 6 7 8
50%
29%
HOW ARE WE DOING?
Jan Feb March April May June
44%
29%
45%
37%
49%52%
48%
52%
July August
47%
50%
57%
54%51%
48%
How likely are you to recommend Investis to your colleagues or partners?
WHAT’S COMING
WHAT CAN WE DO TO DRIVE NPS
• Every interaction matters
• Look at everything from the client’s perspective
• Sharing is caring
GREAT WORK EVERYONE!
I think Investis is quite customer-
driven.
I think that people at Investis are very kind, thoughtful, they think
ahead and take care of the client.
It is already beyond my expectations.
Thank you!
Service team in India is perfect.
Always a pleasant experience dealing with any member
of the Investisteam.
SOCIAL MEDIA
Who cares?
SOTN
SOTN
SOTN
But why
should you?
SOTN
But why should you
care in an Investis
context?
SOTN
SOTN
SOTN
SOTN
Five steps to best practice
1. Track conversation & identify influencers
2. Control your social presence
3. Tighten company policies
4. Create and schedule content
5. Keep improving your website
SOTN
SOTN
SOTN
INVESTIS SOTN
AGENDA2.00pm - Welcome, update on performance - Helen James
2.45pm - Spotlight sessions
3.30pm - Break
3.45pm - Team exercise led by Judith Ward
4.45pm - 1 year at Investis – David Grigson
5.00pm - Closing remarks followed by drinks
INVESTIS SOTN
AGENDA2.00pm - Welcome, update on performance - Helen James
2.45pm - Spotlight sessions
3.30pm - Break
3.45pm - Team exercise led by Judith Ward
4.45pm - 1 year at Investis – David Grigson
5.00pm - Closing remarks followed by drinks
INVESTIS SOTN
AGENDA2.00pm - Welcome, update on performance - Helen James
2.45pm - Spotlight sessions
3.30pm - Break
3.45pm - Team exercise led by Judith Ward
4.45pm - 1 year at Investis –David Grigson
5.00pm - Closing remarks followed by drinks
INVESTIS SOTN
AGENDA2.00pm - Welcome, update on performance - Helen James
2.45pm - Spotlight sessions
3.30pm - Break
3.45pm - Team exercise led by Judith Ward
4.45pm - 1 year at Investis – David Grigson
5.00pm - Closing remarks
THANK YOU