E&B DATA Corporate Presentation June09

Canada’s Economic and Business Source E&B DATA provides products and services in economic and business metrics and valuation of established and emerging industrial sectors. Its clients include corporations, business associations and government agencies.

E&B DATA 2009

2 E&B DATA, Canada’s Economic and Business Source

Table of Contents

How We Work .................................................. 5

Our Business Model ......................................... 5

Real‐Life Case: ICT sector profile of Toronto Metro Area ................................. 6

E&B DATA’s New Territory Approach ............. 7

Real‐Life Case: Life Sciences Industry ..... 7

E&B DATA’s Public Policies and Benchmark Studies ............................................................. 8

Real‐Life Case: International Review of governmental incentives to support enterprises ............................................... 8

E&B DATA’s Database Collection ................... 9

Real‐Life Case: Toronto Research Region Alliance’s Energy and Environment Directory .................................................. 9

Economic and Internet Training .................... 10

Real‐Life Case: How to monitor markets, companies and decision markers to identify and attract more investments .. 10

E&B DATA’s Impact Studies ........................... 11

Real‐Life Case: Economic Effects of Film and Television Shootings on the Activity related Industries ................................... 11

E&B DATA’s Investment Attraction and Retention Strategy ‐ Lead Generation .......... 12

Real‐Life Case: Corporate Prospect Lists to Support the GO North (Ontario) in the US and Northern Europe Markets .......... 12

Selection of Clients and Projects ................... 13

E&B DATA’s Cluster Metrics ................... 13

E&B DATA’s New Territory Approach ... 13

E&B DATA’s Public Policies and Benchmark Studies ................................. 14

E&B DATA’s Database Collection ........... 14

E&B DATA’s Economic and Internet Training .................................................. 15

E&B DATA’s Impact Studies ................... 16

E&B DATA’s Investment Attraction and Retention Strategy – Lead Generation ... 16

E&B DATA, Canada’s Economic and Business Source for 10 years! ........................................ 17


Table of Figures

Figure 1: E&B DATA: An Integrated Model ......5 Figure 2: Cluster Metrics Workflow ................. 6 Figure 3: New Territory Approach Workflow .... 7 Figure 4: Benchmark Studies Workflow ......... 8 Figure 5: Database Collection Workflow ......... 9

Figure 6: Economic and Internet Training Workflow ...................................................... 10 Figure 7: Impact Studies Workflow ............... 11 Figure 8: Lead Generation Workflow ............ 12


Who We Are?

E&B DATA was founded in 1998 by Jean Matuszewski and Fred Chevalier. The company operates from Montreal, Canada.

We bring our rigor and curiosity to support strategic planning, investment projects and deploy sales tactics. Far from selling lists and reports, our approach allows us to dedicate our efforts to help our clients reach their goals.

E&B DATA has built up a solid and high‐caliber customer base from not only provincial and federal ministries and agencies, but also from corporate businesses and associations.

Intelegia, a division of E&B DATA specializes in Business intelligence training. Intelegia offers training sessions on how to monitor markets, companies and decision makers to identify and attract more investments to institutional, public and corporate clients.

Since 2005, more than 600 individuals have attended Intelegia’s workshops, including economic advisors from Department of Foreign Affairs and International Trade Canada.

After 10 years, E&B DATA has earned the trust of its clients.

We elaborate Clusters

Metrics to specified sector

We provide Lead Generation Tools

We elaborate Economic Impact Studies

We provide Comparative Benchmarks

We promote areas with New Territory Approach

We conceive Customized Databases

Our Clients • Alberta Finance & Enterprise • Aluminerie Alouette • The Association of Health Technologies Industry • Aluminum Association of Canada • Association québécoise des consommateurs industriels d’électricité • Auditor General (Quebec) • Business Development Bank of Canada • British Columbia Economic Development • Board of Trade of Metropolitan Montreal • Canada Economic Development• European School of Management (ESCP‐EAP) • City of Montreal • Conference Board of Canada • Ernst & Young • Forum Department of Foreign Affairs and International Trade Canada • Métropolitain de l’Industrie du Cinéma • Greater Toronto Marketing Alliance • Hydro‐Québec • IBM • Hyron Corporation • Industry Canada • Institut de la statistique du Québec • Intelligent Community Forum (New York) • Investissement Québec • Manitoba Trade and Investment • Ministère des Finances du Québec • Ministère du Développement Économique, Innovation et Exportation du Québec • Ministry of Economic Development and Trade, Ontario • Montreal Children Hospital • Montreal University Health Center • NanoQuébec • Ontario Investment Service • Canadian Heritage • PricewaterhouseCoopers • Red Deer Regional Economic Development • Rio Tinto Alcan • Siemens • Société de développement des entreprises culturelles du Québec • Société Générale de Financement • Société Générale • Toronto Region Research Alliance •

We offer Business Intelligence Training


How We Work

Our Business Model

↗ E&B DATA is the only private sector source in Canada for economic information in terms of benchmarks in new/emerging industries.

↗ E&B DATA is a recognized leader for its original research methodologies. E&B DATA distinguishes itself by paying attention to details and focusing on the pertinent databases, indicators, analyses and recommended strategies for its clients.

↗ Based on its proprietary databases and innovative search methodologies, E&B DATA anticipates and outlines emerging economic and business trends, feeding original, action‐oriented, strategic information to its clients.

↗ The combination of unique contents and dynamic information‐sharing tools allows E&B DATA’s clients to accelerate decision‐making and implementing action plans.

Figure 1: E&B DATA: An Integrated Model


E&B DATA’s Cluster Metrics E&B DATA has developed a new standard in economic benchmarks, with its North American Metro Areas Performance Indicators and Cluster Metrics for technology sectors. E&B DATA’s Cluster Metrics measure the progress of major metropolitan regions’ technology sectors, including information technology, biopharmaceutical and aerospace. E&B DATA is contributing to the development of benchmark standards across Canada in the area of economic development.

RealLife Case: ICT sector profile of Toronto Metro Area

Greater Toronto Marketing Alliance (GTMA) is a public‐private partnership in Toronto that helps businesses explore opportunities to invest, expand or relocate to the greater Toronto area. In 2003, our study was the first industry profile of the ICT sector completed for the Greater Toronto Area since 1999. It compared the Toronto region with other top metro areas in North America.

Report Highlights ↗ The Toronto region continues to

present the world’s leading high tech companies with an attractive place to grow, invest and create new jobs;

↗ Toronto‐based ICT firms focus on opportunities created by the diversity of the city’s economy and its connection to US markets;

↗ Existing and new companies can tap into a labour force of over 100,000 skilled ICT workers;

↗ Toronto is the fastest growing among Canada’s major metropolitan centers.

Performance Goals ↗ E&B DATA has to measure the progress

of 14 areas in ICT sector.

Challenge ↗ To select true “comparables” North

American areas with Greater Toronto Area.

Major Outcomes ↗ Toronto has the largest concentration

of private ICT facilities (100 or more employees) in Canada;

↗ Toronto has the 3rd largest concentration of private ICT facilities (100 or more employees) amongst top North American metro areas, behind San Francisco, New York and ahead of Boston and Washington, D.C.;

↗ Since 2003, Toronto uses this information to reinforce the branding of the city.

Figure 2: Cluster Metrics Workflow


E&B DATA’s New Territory Approach E&B DATA’s New Territories Approach redefines business segments, sectors and regions. Using unique research methodologies and economic trends insights, E&B DATA has already changed the perspectives of many companies, associations and governments. Based on primary data collected by our research team, E&B DATA redefines market approaches, identifies drivers, produces forecasts, coaches sales teams and feeds leads to its clients.

RealLife Case: Life Sciences Industry

National Research Council of Canada (NRC) is the Government of Canada's premier organization for research and development. E&B DATA produced for the NRC a profile of the life sciences industries in Western and Atlantic Canada in 2005.

Report Highlights ↗ Based on a large phone survey 1,267

organizations were qualified as part of the biomedical industry (see approach used below);

↗ 265 public and university R&D facilities (R&D centers) were identified.

Performance Goals ↗ E&B DATA had to identify Ontario’s

top, globally competitive, biomedical strengths;

↗ E&B DATA had to identify opportunities for collaboration or competition with other domestic and international biotechnology centers.

Challenge ↗ At the beginning at the study, the

available statistics needed to be completed, updated and regionalized in order to fine tune policy developments. The competitive advantage of E&B

DATA was based on knowledge of complex issues in emerging sectors.

Major Outcomes ↗ The approach has been used to

redefine policy regarding the life sciences sector by the government;

↗ An industry association was able to revaluate their market base and helped industry suppliers discover a new market;

↗ With their key indicators, SWOT sectoral analysis, the New Territory Approach help to provide information regarding marketing strategies;

↗ E&B DATA’S research methodologies permitted for the identification of twice the number of biomedical firms in Ontario.

Figure 3: New Territory Approach Workflow


E&B DATA’s Public Policies and Benchmark Studies E&B DATA develops benchmarks through database analysis or by web data mining. In fact, E&B DATA develops strong benchmark studies on incentives currently used by governmental agencies such as Ministry of Finance of Quebec and Industry Canada.

RealLife Case: International Review of governmental incentives to support enterprises

In 2007, The Ministry of Finances of Quebec wished to have a benchmark of business assistance measures for disadvantaged regions and for the new economy. E&B DATA had to collect information on existing programs, financial and fiscal aids. Database Highlights

↗ More than 100 incentives programs exist to support enterprises;

↗ Financial support have different aspect (subsidies, loans, sales tax credits, business/real property tax exemption ) and specific conditions depending of the geographic area;

↗ Governments support for more than 10% of job creation even if in United States.

Performance Goals ↗ E&B DATA had to identify all incentives

programs existing in other provinces of Canada and in US, Europe, emerging countries and Australia;

Challenge ↗ At the beginning of the study, the

available data needed to be completed and updated. E&B DATA’s competitive advantage was the fact that E&B DATA

had previously developed incentives benchmark for clients such as, Industry Canada.

Major Outcomes ↗ The report helped the Ministry of

Finances of Quebec to develop new incentives programs to support enterprises by identifying strengths and weaknesses of foreign programs;

↗ The report helped the Ministry of Finances of Quebec to strengthen existing incentives programs to keep majors investors in Quebec.

Figure 4: Benchmark Studies Workflow


E&B DATA’s Database Collection E&B DATA scans capital investment projects in Canada since 2000. Its database is unique due to its depth. It also allows the generation of statistical forecasts on a sector/provincial basis. E&B DATA monitors investments for Industry Canada, Agriculture Canada, Ontario Ministry of Economic Development and Trade and Quebec Ministry of Economic Development, Exportation and Innovation. E&B DATA also develops customized databases for specific clients.

RealLife Case: Toronto Research Region Alliance’s Energy and Environment Directory

Toronto Research Region Alliance (TRRA) wished to have a directory of private sector capabilities for products, services and research related to the environment and energy, for:

↗ Companies interested to invest in the Toronto region;

↗ Economic Developers and other TRRA’s stakeholders interested in regional strengths and critical masses;

↗ Toronto‐based companies to enhance local networking and regional innovation systems;

↗ General public interested in energy and environment.

Database Highlights ↗ The directory consisted of private

businesses, whose main activities are related to manufacturing, instrumentation/engineering, distribution and support services linked to environment and/or energy for commercial purposes.

Performance Goals ↗ E&B DATA had to identify Ontario’s

companies involved in environment and energy sectors.

Challenge ↗ At the beginning of the study, the

available data needed to be completed and updated. E&B DATA’s competitive advantage was the fact that it had previously developed databases dealing with high technology firms in Canada.

Major Outcomes ↗ The directory helps companies involved

in the same cluster to have information on potential subcontractors;

↗ The directory helps the public to have information on energy and environment oriented companies.

Figure 5: Database Collection Workflow


Economic and Internet Training

Intelegia, an E&B DATA division, specializes in the professional practice of economic and competitive intelligence. The company offers high quality training seminars on research and analysis of corporate and economic information to institutional, public and corporate clients. Since 2005, more than 600 individuals have attended Intelegia workshops, including economic advisors from foreign relations and trade ministries in Canada as well as abroad. In December 2006, Intelegia launched its corporate blog, Tools for Thought.

Impact Studies

Lead Generation

Cluster Metrics

New Territory Approach

Benchmarks Studies

Database Collection

Economic and

Internet Training

RealLife Case: How to monitor markets, companies and decision markers to identify and attract more investments

The Department of Foreign Affairs and International Trade Canada (DFAIT) required training session on how to monitor markets, companies and decisions to Canadian embassies and consulates employees. Intelegia offers computerized based training session to DFAIT employees since 2007.

Training Highlights ↗ Learn how to quickly and effectively

find information that will be useful in foreign market activities;

↗ Be aware of the pitfalls to avoid when interpreting and using this information;

↗ Learn how to understand changes in the world today;

↗ Take advantage of the practical day‐to‐day experience of specialists in economic and business information;

↗ Apply strategic analysis tools.

Performance Goals ↗ Learn the most effective techniques

for understanding the dynamics of

foreign markets and use the methods and tools for ongoing monitoring.

Challenge ↗ Focused and in‐depth training to allow

strategic researches and analysis in 8‐hour training per day.

Major Outcome ↗ More than 100 people have taken the

course in London (United Kingdom), Paris (France), Atlanta (United States) , and Ottawa (Canada) between 2007 and 2009;

↗ Based on its success, new course is currently developed for Rome, Italy in 2009‐2010.

Figure 6: Economic and Internet Training Workflow


E&B DATA’s Impact Studies During the past ten years, E&B DATA has broken new ground in terms of economic profiles. E&B DATA is specialized in quantitative analysis in so‐called “difficult” or “orphan“ sectors (language technologies, environment, social economy, alternative energies, nanotechnology, new media) from a methodological standpoint, meaning sectors where recent detailed information is often insufficient (lack of availability and comparability) to support the development or reorientation of new public policies.

RealLife Case: Economic Effects of Film and Television Shootings on the Activity related Industries

Montreal TV and Film Commission wished to increase its understanding of economic effect of film and television activity in the Montreal metropolitan area and in the province of Quebec. E&B DATA had to build a profile of film and television activity, to highlight strengths and impacts on local economy in 2004.

Impact Study Highlights ↗ Description of production activity of

film and television industry in terms of industry, production, employment and occupations;

↗ Description of content in terms of tax regime and incentives, number of projects, number of production;

↗ Since 1994, Film and Television Production and related industries in Quebec has had an annual growth (18%) 3 times more important than the local GDP per year (4.7% );

↗ Film and television productions create more than 35,000 jobs in Quebec.

Performance Goals ↗ The primary goal of this project was a

net impact assessment of film and TV productions on the Quebec’s economy in general and more specifically, in the Montreal metropolitan area.

Challenge ↗ E&B DATA had to conciliate partial

statistical data from different sources.

Major Outcomes ↗ Foreign location film and television

activity have an important impact on the industry, it represents 17% of all film and TV shootings;

↗ Quebec attracts 12% of foreign location shooting in Canada, after British Columbia and Ontario. However, Quebec can attract more foreign shooting.

Figure 7: Impact Studies Workflow


E&B DATA’s Investment Attraction and Retention Strategy ‐ Lead Generation To supply its clients with a rich and coherent variety of services related to business attraction and retention, E&B DATA has developed an integrated model containing database development, statistical analysis, dynamic and trend analysis, business attraction training as well as knowledge management tools. Based on its proprietary databases and innovative search methodologies, E&B DATA anticipates and outlines to its clients a combination of unique contents and dynamic information‐sharing tools offering emerging economic and business trends, feeding original, action‐oriented, strategic information.

RealLife Case: Corporate Prospect Lists to Support the GO North (Ontario) in the US and Northern Europe Markets

The Ministry of Economic Development Trade (MEDT) of Ontario wanted to attract foreign investors to Northern Ontario. The project was ultimately about lead generation for potential investors in target sectors (Aquaculture, Biomass / Alternative Energy, Mining Services, Value Added Wood). E&B DATA had to provide a customized lead generation platform.

Study Highlights ↗ Qualified Corporate Prospect List

entailed a list of firms in the primary markets (the US and Northern Europe (Finland, Sweden, Norway, Denmark and Germany)) and secondary markets (rest of Europe, Japan and South America) that are calculated to have the greatest potential to invest in Northern Ontario;

↗ The Qualified Prospects List resulting from this study matched specific investment criteria set by the GO‐North team and it is being documented with key information (such as: financial data, investment record, strategic focus);

↗ Out of the 100 qualified prospects, 46 companies made new investments and indicated new business strategies (Aquaculture: 5; Biomass / Alternative.

Energy: 19; Mining Services: 13; Value Added Wood: 7).

Performance Goals ↗ The web portal platform had to be kept

updated on a quarterly basis for an 18‐month period. The most important thing was to develop a customized Web Portal used by the different representatives of the Go North team.

Major Outcomes ↗ Recommendations on the readiness of

each qualified corporate prospect has been provided;

↗ E&B DATA provided a customized lead generation platform with 100 qualified prospects and ongoing newsfeed on identified project.

Figure 8: Lead Generation Workflow


Selection of Clients and Projects E&B DATA’s Cluster Metrics

↗ Toronto Region Research Alliance

ITC Industry Profile (2003)

↗ Montréal International Technology sector metrics, including IT, telecommunications, photonics, biopharmaceuticals, and aerospace. Covers all major R&D indicators (1999, 2002, 2004)

↗ Pôle Québec Chaudière‐Appalaches

International economic benchmark and performance indicators for the Quebec Metro Area Region (2006)

↗ City of Montréal Economic profile of the City of Montréal (2004)

E&B DATA’s New Territory Approach

↗ Ministry of Research and Innovation of Ontario

Bioproducts industry analysis Toronto (2006)

↗ Medical Equipment Association of Canada

Medical equipment industry profile, Toronto (2005)

↗ Ministry of Economic Development and Trade, Ontario

Profile of the biomedical benchmarking in Ontario and on the international level, Toronto (2004)

↗ Association of Health Technologies Industry

Profile of the health technologies industry in the Province of Quebec, Montreal (2004)

↗ Laval Technopole Information Technology industry profile and growth prospect analysis, Laval (2004)

↗ Greater Toronto Marketing Alliance

IT sector profile of Toronto Metro Area, Toronto (2003)

↗ Quebec Ministry of Industry and Trade

Province of Quebec information technology industry profile (2002)

↗ Economic Development Canada e‐Health industry profile, Montreal (2002)

↗ Société de promotion économique du Québec métropolitain Montréal International

Sector profiles: optic photonic, software, geomatics and advanced materials. Quebec (2002)


↗ Montréal International Technology sector profiles, including IT, telecommunications, photonics, biopharmaceuticals, and aerospace. Montreal (1999, 2002, 2004)

E&B DATA’s Public Policies and Benchmark Studies

↗ Ministry of Finance of Quebec Benchmark of foreign (US, Europe, emerging countries and Australia) and Canadian exclude Quebec incentives used to support enterprises. (2007 and 2003)

↗ Industry Canada Benchmark of Canadian industrial adjustment programs with the comparable programs available in the United States

↗ Pôle Québec Chaudière‐Appalaches

International economic benchmark and performance indicators for the Quebec Metro Area Region

↗ City of Montréal Assistance on the economic benchmark process (2004)

Performance indicator design, Montreal (2005)

↗ Greater Toronto Marketing Alliance

High Tech North‐American Benchmarks, Toronto (2003)

↗ Institut de la statistique du Québec

Methodological Advisory for the measurement of Quebec’s international trade, Quebec (2002)

↗ Institute for Management Development (Lausanne)

Canadian partner of the World Competitiveness Survey, Lausanne (2000 ‐ 2002)

↗ Hydro Québec Largest multinationals capital investment patterns in North America Study, Montreal (2001)

E&B DATA’s Database Collection

↗ Alberta Finance and Enterprise Financial programs available for SME’s operating in Alberta, Edmonton (2009)


Compile databases of incentives and support services for companies, Toronto (2007)


Compile databases of companies working in the Environment and Energy Sectors, Toronto (2007)

↗ BC Trade and Investment Office FDI database and extranet, Vancouver (2003)

↗ Ontario Investment Services Capital Investment Review Database, Toronto (1998 ‐ On going)


↗ Investment Quebec Capital Investment Review Database, Montreal (2002 ‐ On going)

↗ Department of Foreign Affairs and International Trade (Investment Partnership Canada)

Capital Investment Review Database, Ottawa (2002 ‐ 2007)

E&B DATA’s Economic and Internet Training

↗ Department of Foreign Affairs and International Trade

Training session on how to monitor markets, companies and decision makers to identify & attract more investments ‐Atlanta, USA; London, UK; Paris, France and Ottawa (2008, 2009)

Training session of economic advisors in foreign countries business intelligence and strategic foresight , Ottawa (2007)

Training session on how to monitor markets, companies and decision makers to identify & attract more investments (2005)

↗ Ministère du Développement Économique, de l’Innovation et de l’Exportation

Training: Advanced research on geographic market (2006)

Training: Targeting opportunities for export markets (2006)

↗ Pole Québec Chaudière ‐Appalaches

Training on competitive intelligence and FDI attraction strategy provided to the organization (2004) Training session on Competitive Intelligence, how to prepare a market study, Internet Intelligence provided to its members. (2005 ‐ 2008)

↗ Industry Canada Investor Meeting and Contact Strategies, Montreal (2007)

Training on business intelligence and business development (2006 ‐ 2007)

↗ Board of Trade of Metropolitan Montreal

Update of the training portfolio on trade an export, Targeting of export markets; Business services exports in emerging markets; Business services exports in developed countries; Doing business in Asia; How to deal with a manufacturer’s agent, Montreal (2005 ‐ 2006)

↗ Business Development Bank of Canada

Training on business intelligence and business development for account and investment directors, Montreal (2005 ‐ 2006)


E&B DATA’s Impact Studies

↗ Canadian Venture Capital & Private Equity Association

Economic impact study, Montreal (2008 ‐ 2009)

↗ Aluminum Association of Canada

Economic impact study, Montreal (2003, 2008)

↗ Canadian Heritage Economic impact study of foreign shooting in Canada, Ottawa (2008 ‐ on going)

↗ Bureau du cinéma et de la télévision de Montréal

Economic impact study of foreign shooting in Quebec (2004)

↗ Hydro‐Québec Economic impact study of a $ 4 billion offshore gas development project, Quebec (2002)

E&B DATA’s Investment Attraction and Retention Strategy – Lead Generation

↗ Auditor General of Quebec

Recommendations on best practices in Foreign Direct Investment (FDI) of relevant approach to be implemented in Quebec (2009)

↗ Hyron Corporation Larador Labrador West Foreign Investment Attraction Strategy, Newfoundland (2008 ‐ 2009)

↗ Red Deer Regional Economic Red Deer Investment Attraction Strategy , Alberta(2008‐2009)

↗ Ministry of Economic Development and Trade of Ontario

Corporate Prospect Lists to Support the Go North Program in the US and Northern Europe markets ), Ottawa (2007‐ 2008)

↗ Ville de Saint‐Jean‐sur‐Richelieu

Economic development strategy and Foreign Direct Investment (FDI) attraction strategy (2003)

↗ Pole Québec Chaudière ‐Appalaches

Analysis and Planning of a Foreign Direct Investment (FDI) attraction strategy for the QCA Region (2004)

↗ Quebec Ministry of Finance Foreign Direct Investment Strategy Analysis for large projects attraction in Quebec (2002)


E&B DATA, Canada’s Economic and Business Source

for 10 years!

Bureau du Vérificateur Général du Québec

For further information, please contact Isabelle Poirier Tel.: (514) 276‐1700 ext. 104

Fax: (514) 276‐1809 [email protected] www.ebdata.com