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Coverage, Clients, and Services Overview

Introduction to Compass Intelligence, LLC“Delivering Metrics-Driven Intelligence & Insights”

www.compassintelligence.com

Stephanie Atkinson, CEO and Founder+1 (830) 796-4498

satkinson@compassintelligence.com

Agenda

Who is Compass Intelligence?Who is Compass Intelligence?

Our CompanyOur Company

Our Coverage & PlansOur Coverage & Plans

Thought Leaders ResearchThought Leaders Research

Engaging with CompassEngaging with Compass

Contact UsContact Us

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Our Company

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12 year old Firm: Compass Intelligence is a strategic marketanalytics and consulting firm delivering metrics-drivenintelligence and insights to technology vendors around theglobe. We specialize in enterprise mobility and IoT.Metrics-Driven Intelligence: Jump start your planning andexecution, we support our clients’ strategy and go to market,and accelerate their efforts, with a strong foundation ofindustry metrics, competitive review, market segmentation, in-depth insights, survey research, marketing/content support andbenchmarking.• Built around custom consulting leveraging a broad

base of market data, vendor relationships, and surveyresearch conducted with our turn-key Thought LeadersPanel.

• Services Include: Tailored Annual Service Plans thatcombine market insights, analyst sessions, andconsulting services. Custom Projects and advisory to fityour budget and grow with your resources and needs.

• Awards & Events: Compass Intelligence MobilityAwards (mobile, IoT/M2M, CX, and Green Tech),numerous tech and B2B events, nGage Events, TIA

• Industry Affiliation: Members of CEA, HIMSS, andWomen's Wireless Leadership Forum, and others

• Partnerships: Media publications including CIOExecutive Council, TechTarget, others. Researchpartners including Mind Commerce,MarketResearch.com, Silent Intelligence, IoT Analyticsand others.

STRATEGIC ADVISORYCONSULTING/ GO TO

MARKET

STRATEGIC ADVISORYCONSULTING/ GO TO

MARKETMARKET SHARE, SIZING,

& ANALYSISMARKET SHARE, SIZING,

& ANALYSIS

QUANTITATIVERESEARCH & MODELING

QUANTITATIVERESEARCH & MODELING

COMPETITIVEINTELLIGENCE &

ASSESSMENT

COMPETITIVEINTELLIGENCE &

ASSESSMENT

MARKET ANDEXECUTIVE TRAINING &

ADVISORY

MARKET ANDEXECUTIVE TRAINING &

ADVISORYAWARDS, EVENTS, &

RECOGNITIONAWARDS, EVENTS, &

RECOGNITION

CONSUMER ANDBUSINESS SURVEYS

(END-USER AND DM)

CONSUMER ANDBUSINESS SURVEYS

(END-USER AND DM)

PARTNER, ALLIANCES, &ECOSYSTEM PLANNING

& EXECUTION

PARTNER, ALLIANCES, &ECOSYSTEM PLANNING

& EXECUTION

Our Foundation

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Our Coverage & Plans

Our Services Include…

SERVICES PORFOLIO– Quarterly Mobile Tracker Research (Subscribers, Connections,

B2B)– Syndicated Research, Executive Reports– Consulting & Ideation Services, Advisory– The Compass Intelligence Awards (Mobile, IoT, Wearables,

Greentech)– Quantitative Surveys– Marketing & Events Support (Newsletters, Whitepapers,

Infographics, etc.)– Enterprise Mobile & IoT Events (Guest Speakers/Moderators)– Project Support – Due diligence, competitive analysis,

modeling/forecasting, segmentation analysis, ecosystemmapping

Research Capabilities & Expertise

NEWSLETTERS: Internal competitive intelligence newsletters

CLIENT/PROSPECT NEWSLETTERS: B2B or Consumer Client and Prospect newsletters

ENGAGEMENT: Whitepapers, Webinars, Infographics, Executive Briefings

RAMP UP: Emerging Technology Ramp up

CUSTOMER INSIGHTS: Use Case Analysis, Industry Evaluation

INDUSTRY DEEP DIVE: Vertical Market Deep Dive, Industry Technology Review

MARKET STUDIES: Market Analysis and Insights Report

GO-TO-MARKET: Partner, Channel, Strategy

PRIMARY RESEARCH: Surveys

COMPETITIVE INSIGHTS: Competitive Profiling & Analysis

QUANTITATIVE: Market Sizing, Forecasting, TAM/SAM Development, Modeling

Our Reach

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• U.S., North America and Global Segmentation• Cover other high tech areas including Cloud, Managed Offerings, IT Infrastructure, Security, Wearables

Coverage Areas

Get tailored content delivered throughout theyear that is relevant, timely, and actionable foryour strategy and planning, as well as go-to-market.

Gone are the days of 200+ page reports, ourcontent is executive-purposed and delivered inshort reports, executive presentations, ideationsessions, advisory discussions, and quantitativemodels, forecasts, and data is delivered andpresented in excel and powerpoint, and reports inpdf.

Compass Intelligence Tracker research

The Compass IntelligenceQuarterly Trackers are basedon 10+ years of quantitativemodeling, forecasting,segmentation analysis, surveyresearch, & vendor /competitive intelligencetracking.• Deep-level segmentation &

tracking for the entiremobile landscapeevaluating both theconsumer & B2B(enterprise)

• Segmentation -demographics,firmographics, accounttype, device type, bycarrier, by OEM, by OS, bysize, by app, by form factor,by prepaid/postpaid, andother breakouts.

• Fees based onsegmentation, time ofdelivery, and selectionsmade.

We look at the market from both a shipment (installed base) andsubscriber perspective. We also pull this all together byevaluating the entire CONNECTIONS market, which also includesIoT and wearables.

SAMPLECustom Engagement, Advisory, & Consulting Services

• Market opportunity analysis, newproduct entry or expansion into newmarket segments

• Customer segmentation analysis, bysize of business and vertical industry

• Platform analysis of applicationdevelopment, device management,billing/OS, etc.

• Target profiling to understandcustomers' requirements, buyingpatterns, attitudes towards theorganization and its competitors

• Competitive analysis to identifystrengths, weaknesses, threats andopportunities in the competitivelandscape

• Channel research to understand thechannel strategies and programs ofcompetitors and to identify the mosteffective routes to market

• Sales analysis to understand why acompany is winning and losing businessand how to increase wins

• Customer satisfaction and brandperception studies

• Market Share and deep levelsegmentation analyses

• On-Site Ideation and Planning sessionsto discuss strategic, partnership,product development, and marketinginitiatives

• Deep level market trending & analysts,executive sessions

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Ecosystem MappingIndustry, Market, Archetype

What is Industry Ecosystem Mapping (IEM)?

INDUSTRY ECOSYSTEM MAPPING (IEM)

• Most vendors do not have in-depth knowledge and expertise within the operations, systems,and processes of a given industry or vertical

• If vendors do not understand the foundation of the industry, how can they develop solutionsto truly meet the need of the industry, solve problems, produce results, enhance efficiencies,improve productivity, create new revenue streams, reduce costs, or showcase ROI

• Compass Intelligence turn-key INDUSTRY ECOSYSTEM MAPPING• In-depth market intelligence with foundation and core elements around a key industry• Provide vendors with a stronger foundation of intelligence to impact product/solution

development, more informed strategy decisions, and direct actionable intelligence forplanning purposes

ProblemProblem

AnswerAnswer

Elements of IEM

INTERNAL TOUCHPOINTSStakeholdersInfluencers

Decision-makersEmployees/Staff

ExecutivesAdvisory Board

EXTERNAL TOUCHPOINTSSuppliersPartnersVendorsAlliances

DistributorsChannels

Financial MarketsEconomy

OPERATIONSProcesses

EquipmentSystems

Software/ApplicationsIT/Telecom

Marketing/SalesEvents

Client Relations

CLIENT/CUSTOMERSOnlineCatalog

Store/Brick & MortarSocial Media

Customer ExperienceBranding

Archetypes/Segmentation

KEY METRICSDemographicsFirmographics

Total Available MarketSellable Addressable Market

ForecastsPricing

Cost StructureOther

Competitive Factors or Profiles

What type of Deliverables do you get?

INDUSTRY ECOSYSTEM MAPPING (IEM)• Excel spreadsheets of relevant key metrics, models, and market data• Competitive profiles or pricing metrics in Excel or Word• Visuals of Key Element categories (Each visual is unique to industry or client

request)– Examples may include Operational Map, SWOT Analysis, Heat Maps/Matrix,

Supplier Model, Bar charts of forecasts, infographics of market elements & keystatistics, Archetype modeling, Segmentation modeling

• Written Report of Key Element categories– Internal Stakeholder Review & Assessment (related survey data where relevant)– External Stakeholder Review & Assessment (related survey data where relevant)– Operational Mapping Review & Assessment– Client & Customer Targeting Review & Assessment

• Executive Presentation Deck of Findings– Recommendations, Next Steps, Specific to Client

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Thought Leaders ResearchTurn-key Survey Services w/End-users & Decision-makers

Direct feedback from your market…Thought Leaders Research

• Compass Intelligence’s ThoughtLeaders Research program provides:– Direct feedback from your

customers or partners or suppliersusing Online and/or telephone-based surveys

– Fast turn-around of actionableperspectives, with all the researchcapabilities in-house including adedicated panel

– Expert team with skills in both theTelecom/IT markets and primaryresearch.

– Statistical analysis, charting,graphic, and turn-key surveyservices available (online andphone)

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In-House Survey & Data AnalysisTools

In-House Survey & Data AnalysisTools

Dedicated Research Team & MarketExperts

Dedicated Research Team & MarketExperts

In-house Consumer & Business DMPanels

In-house Consumer & Business DMPanels

On-going Monthly Consumer &Business Studies

On-going Monthly Consumer &Business Studies

Thought Leaders Panel-January 2016

Gender

Profile highlights:• 3K Active Panelists• Gender• 54% Female, 46% Male• Ethnicity• 73% Caucasian, 7% African

American, 6% Hispanic, 6%other

• Role in Company• 52% Business Owner/Decision

Maker• Age• 69% between 25 and 54 years

old• Segment• 14% 1-4 employees• 26% 5-99• 24% 100-999• 35% 1000+• Industry• Good cross section across

industry• Professional & Financial

Services Largest verticals• Other 26% (includes

Telecomm, High Tech &Electronics, )

73%

7%6%

1%4% 1% Caucasian Non-Hispanic

African American

Hispanic

Native American

Asian/Pacific islander

Other

Ethnicity

24%

28%15%

33%

Business Owner

Decision Maker

Influencer

Staff

Role in Company

13%

6%

4%

11%

5%8%11%

8%

5%2%

26%

ProfessionalFinance & InsuranceConstructionEducationGovernmentHealthcareManufacturingRetailTransportationUtliltiesOther

Industry

46%

54%

Male

Female

Gender

3%

19%

26%24%

21%

8%

18 - 24 25 – 34 35 – 44 45 – 54 55 – 64 65+

Age

14%

26%24%

35%

1 - 4 5 - 99 100 - 999 1000+

Size of Business - Employed

Sample Visuals and Output

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Engaging with Compass Intelligence

Compass Intelligence

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• Senior staff includes various skillsincluding engineering, MBAs,Doctorates, and senior staff that haveworked within the telecom/IT sector

• Leverage deep level analytics ANDsurvey data intelligence base to launchstrategic product initiatives, channelprograms, and business planning.

• Extend your market intelligence armproviding 3rd party validation andexpertise in marketing, product,strategy, modeling, ROI assessment, andother areas of your business.

• Embed our experts into yourorganization to support 360 degree view

• Acting as an Extension of your team

Why Compass Intelligence?

Personable Senior Team

Actionable Analytics

Strategic Support

Successful Fact Base

Realistic Intelligence

Our Clients

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Resources:http://www.compassintelligence.com@compassintel@ne2ne@wearables4biz@bamboomobile

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Want More? Contact Us!

Primary ContactStephanie Atkinson, CEO and Founder+1 (830) 796-4498satkinson@compassintelligence.com