The who, what, when, why and how of Kalypso's founding.

2. Small Jewel 2011
Kalypso was recognized Read the article
as one of Consulting
magazine’s 2011 Seven
Small Jewels. The firm was
selected for its “explosive
growth” and unique blend
of innovation and strategy.

3. “ Wethe professional services marketplaceneed
in
started Kalypso to address a glaring
for
the combination of deep industry expertise
and product development knowledge.
”
– George Young , Founding Partner

4. The Kalypso Story
The concept for Kalypso was born in a St. Regis hotel
room in Houston when George Young and Bill Poston -
then partners at a large consulting firm - were attending
the retirement party of a close friend and mentor. His
retirement was the spark that ignited an idea.
The idea was Kalypso.
They left comfortable roles with their old firm during
the consulting industry turmoil of 2003 to create
something special and have some fun.

5. The Story of
Kalypso is
the Story of
its People

6. Kalypso Founders
George Young
and Bill Poston

7. In Their Own Words
We founded the firm on a core principle – to serve clients the way they want to
be served. Serving clients is a privilege and it is our responsibility to do it well.
We saw a market with niche competitors focused on narrow aspects of innovation,
strategy and operations, and large technology competitors implementing product
lifecycle management (PLM) systems. We did not see anyone who could combine
management consulting with PLM technology implementation expertise.
Three factors allow us to truly make something innovative happen in the
marketplace: (1) an exclusive focus and a comprehensive set of capabilities
to deliver sustained improvements in innovation, (2) a unique blend of
people – true characters with character, and (3) a strong set of core values
and a cultural affinity for hard work on cutting-edge concepts.
What is it that makes Kalypso so special? We work really hard and
balance that with the fact that we get to do interesting work for amazing
clients every day. But behind it all, the key to it, is our people.

8. 2010
Cons
ultin
Best S g Mag
Hard
mall
Fi r m azine
est W s fo r
Mos ork in Stra
t Inte g Fi r teg y
rest i m
ng A
ssign
Our Vision
men
ts
We will be the world’s premier innovation consulting firm.
We will combine a comprehensive set of world-class capabilities to deliver
on the promise of innovation while becoming the world’s most respected
provider of objective technology advisory and implementation services.
As a private partnership, we serve clients, not shareholders. We are
a platform for professionals to grow personally and professionally
by creating friendship, eminence, excellence and prosperity.

9. “ Kalypso’s unique focustechnology, along with the
development and PLM
on innovation, product
high integrity of all of the team members, has made
it an exciting time to be a part of the firm.
”
– Rich Gaby , Senior Manager

10. Our Mission
Kalypso’s mission is to help clients deliver on the promise
of innovation. Kalypso helps clients innovate more and fully
harness innovation to drive profitable, sustainable growth by:
Capturing new top line revenue S
tripping out cost,
inefficiency and waste
Growing product margins
I
ncreasing agility and
G
etting more from existing resources
improving time to market
Extracting greater value from IP

11. How We Deliver on Our Mission
Kalypso helps companies by improving capabilities across
nine dimensions of The Innovation Engine:
BUSINESS INNOVATION STRATEGY
FRONT END PORTFOLIO PIPELINE NEW PRODUCT VALUE
OF INNOVATION MANAGEMENT DEVELOPMENT EXECUTION REALIZATION
BUSINESS INTELLIGENCE INNOVATION ANALYTICS
PLM TECHNOLOGY
LEADERSHIP ADOPTION
INTELLECTUAL PROPERTY MANAGEMENT

12. The Kalypso Difference
Kalypso was founded on a core principle – we will
serve our clients the way they want to be served.
We are a firm big enough to provide the experience, expertise, resources,
and tools needed to help clients succeed, yet nimble enough to ensure
clients get exactly the type of support and service they deserve.
The Kalypso approach is unlike traditional professional
service firms – it’s the Kalypso Difference.

13. Exclusive Focus – Focus on enhancing innovation performance across
the front end of innovation, portfolio and pipeline management, new
product development and introduction, and value management.
Comprehensive Capability – Deep experience across all aspects of innovation,
including business and innovation strategy, process improvement, PLM technology,
organizational effectiveness, and intellectual property management.
Flexible Delivery - Serving clients the way they want to be served, assuming shared
project risk and structuring client engagements to allow for maximum flexibility.
Informed Opinions – Providing clients with informed opinions and uncommon
solutions, helping clients turn challenges into success stories.
Sustained Results – Dedicated to helping our clients create
solutions that deliver sustainable results.

14. Why We Are Unique
Kalypso is distinctly qualified to help companies
attain business improvements, bringing:
T
he expertise to improve business, innovation and product strategies
T
he knowledge and tools to improve innovation and product
development execution through innovation process improvement
T
he experience to change innovation culture on a global scale
T
he know-how to maximize profit and return on investment
through skillful pricing and value management
T
he capability to enable change and sustain innovation improvements by
implementing appropriate information technology and training programs

15. “ The most exciting thing about Kalypso
is in its unique set of values.
A successful client relationship is one
that does not end at project completion.
”
– Emily Adams , Senior Manager

17. Our Values
We are a diverse group of professionals with a common set
of core values that shape our culture and set us apart.
At the heart of this culture is a belief in the power of innovation–
both in the way we deliver services and in the products that we
help clients to develop. Our values are consistent across all of our
team members, and are evident in the way that we work.

18. “ Our improvements significant part, due
capabilities are, in
in innovation
to Kalypso support. Their experience,
thought leadership, and unique focus
on enabling the individuals involved
to be successful are driving the
organizational changes needed. ”
– Cor Bosselaar ,

19. We act as the leaders behind the leaders.
We invest in the long-term success of our individual clients, not just
their companies. We celebrate every individual client promotion and
view them as a measure of our value, and believe that trusted advisors
do not stop advising when the project is complete. We reserve the
spotlight and glory of success for our clients, not the consulting team.

20. “ Kalypso’s focus on innovationstaff
experienced, professional
its
and
set it apart in its ability to bring
clients real and lasting results.
”
– Noel Sobelman , Partner

21. We harness the power of creativity and innovation.
We believe that innovation combined with action can change the
world for the better. We value different ways of thinking and problem
solving, and expect lively debate and dissent from all levels of the
organization - ours and our clients’. We feel that the diversity of
our teams bring fresh perspectives and insight to our work.

22. Network of
Executive Women
Leadership Summit

23. We have passion for personal development.
We do not tolerate intellectual sloth or stagnation - continuous
learning is required. We stay on the leading edge of management
thinking and adapt new concepts rapidly. We genuinely care about one
another’s success and work hard to help our colleagues, believing in
the development of the whole person, not just the business side.

24. Titan
Award
Winners

25. We are committed to our business partners.
We treat our business partners as if they were our clients or our practitioners,
and bring integrity and respect to our alliance relationships. We go to
extraordinary lengths to help each other - without keeping score - and
expect the same in return from the people we choose to do business with.

26. “ What is special about our teamtoisthe table.
backgrounds everyone brings
the diverse
These are real, multi-dimensional people who
complement their expertise and intelligence
with personality and integrity.
”
– Bill Poston , Founding Partner

27. We value professionalism, integrity and quality.
We believe that serving clients is a privilege and accept the responsibility
to do it well. We demand unquestioned integrity and veracity from
all of our people in every situation. We hire exceptional people for
their professional excellence and superior performance, and balance
creativity and passion for ideas with professionalism and pragmatism.

28. “ Kalypso is filled with
exceedingly intelligent
and generous people. I
am enormously fortunate
to spend time with and
learn from them, and
hope to contribute to
their successes.
”
– Timi Lynch , Operations Director

29. We are a team of characters with character.
We think that interesting people are more fun to work with, and build
life-long relationships with our colleagues. We foster a healthy lack
of respect for hierarchy and positional authority. We are passionate
about what we do and know how to have fun - at work and after.

30. What It Means to Be a Kalypsonian
You will work hard.
Maybe a lot harder than at any other firm. The benefit is working with world-class clients on
the most interesting assignments imaginable. We are changing the way the world innovates,
improving people’s lives and the economies in which we operate in return. This is a privilege
and it is our responsibility to do it well. This is not just a job or a career – it’s a calling.
You will work in innovation.
Our exclusive focus on innovation, product development, and product lifecycle
management means that you will always be working on projects within that scope.
This is all we do. Driving growth through innovation is exciting and intrinsically
rewarding work. If this is your thing, Kalypso is the place for you.

31. You are in control. It is what you make it.
Kalypso was built for future generations of partners. It is a platform from which to manage your
career. Our partnership model is unlike other public or closely held firms in that each member of
the Kalypso team has the opportunity to become an owner. You can “build the house you want
to live in.” Your path may look different than your colleagues’. You are in the driver’s seat.
You will grow. A lot.
Our firm has a passion for personal development, but your own passion is what will
drive your growth. Sure, the learning curve may be steep at times but you will have the
opportunity to learn from and work alongside senior practitioners with years of experience.
And, because we believe in the development of the whole person, we want you to pursue
what you love outside of work as well. Like skydiving? We want to hear about it. Play in
a band? Tell us more. We are characters with character, not consulting automatons.

32. You will be virtual.
Our innovative business model enables us to work virtually around the world, ready to fly
to a client whenever the need arises. No relocation necessary means you can live anywhere
in the world at any point in your career. Social technologies are our friend. Your fellow
Kalypsonians may not sit in a cube beside you but they are always available to help.
You will play hard.
We know how to have fun at work and after. Any given week you will find project
teams creating new ways to incorporate fun into client service, finding new spots for
team dinners, and exploring cities around the world. Not to mention we’ve perfected
the art of throwing a party. New Orleans, Chicago, Keystone, Washington D.C. – just
a few of the cities we’ve invaded for our annual celebration or frequent retreats.

34. Pamela Soin:
A Character With Character
As a child, I wanted to be the change we all wish to see in the world. A world full of colors, light and
sparkle. But alas, it’s never easy. Desperate to begin my revolution, I was trapped in places like Beaver,
WV and Clemmons, NC. So, I set my sights on Manhattan (my current home). But before I could declare
victory in spreading my noble cause, “Live like the world is flat (LLTWiF),” I needed something bigger.
In 2004 I moved to London and lived in a bar. Later through Kalypso, I lived in Amsterdam where
the LLTWiF movement was formalized. I’ve walked Thai islands, survived N. Korea/S. Korea
conflict in Seoul, wandered Australian rainforests and Indian urban chaos. The success metric
for the LLTWiF movement is simple: % Full Passport Pages. I am proud to say after attending
a wedding this year in Argentina, I earned the coveted LLTWiF 6th degree quadruple-ninja-
hadouken-Level 8 master Jedi Blackbelt. This honor is bestowed once you achieve 100%.
What is your motto?
“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” - Ferris Bueller

35. What is your greatest fear?
Babies on planes.
When was a time you felt the entire world was against you?
Calculus III, Thermodynamics and trying to maintain socialite status all in one semester at NCSU.
Which living person do you most admire?
Pashauri Lal Jauhar. Also known as my 90 year old grandfather who escaped death and lost
everything in the 1940’s in the India/Pakistan war; who still writes poetry and delivers speeches at
every event like he is running for office; and who spends 4 hours a day in the gym. Enough said.
If you were an architectural structure, which
structure would you be and why?
The Eiffel tower, because not only would I get to live in Paris, every night I
would get to do a sparkling light show for the people. My people.

36. “ Being a Kalypsonian means the world
is your oyster. You have unlimited
opportunity to create and make the
biggest mark you possibly desire. ”
– Pamela Soin , Senior Manager

37. Pamela Soin

38. A Kalypso Journey:
QA with Joe Dury, Director
How did you get here?
After over 25 years in high tech I joined Kalypso back in early 2006 as a senior consultant to work
with and grow the electronics and semiconductor client base. I was excited to help grow Kalypso as a
professional services firm, having had years of experience in my corporate career hiring and working
with RD and new product development (NPD) consulting firms. I knew I could provide input on what
I liked and didn’t like about those experiences. Since then, Kalypso has helped me to thrive in the
areas of innovation I love – working in semiconductors and intellectual property (IP) management.
Now almost six years later, being part of the leadership and ownership team at Kalypso, I find it’s
critical to reciprocate the mentoring and coaching I received both within Kalypso and with our clients.
What does being a Kalypso director mean to you?
I appreciate the opportunity to help shape the firm’s growth plan, both in the
clients we serve and in bringing on new people with the values and experience
that fuel our ability to serve our clients with results that matter.

39. What areas will you focus on in your new role?
I will continue to lead our semiconductor practice and strive to guide clients with clear advice
on innovation. Today’s pressures mean that companies must change, adopt and innovate
quickly, or they’ll quickly become irrelevant and probably less profitable. I will help enable
our clients to advance their NPD and time to market (TTM) processes and leverage their RD
investment to bring innovative products to market quickly and cost effectively. I will also
look to grow our IP practice and expand our capabilities with new and existing clients.
Where is the most interesting town/city
you’ve been for a client project?
I’d say returning to the New England area; I love the distinct four seasons of the greater
Boston area, where my wife and I lived for 20 years prior to relocating to North Carolina
(both of our sons continue to live there). There’s always something to do near Boston as
it’s the “Athens” of the US with all of its college towns and the ever-exciting Red Sox.
But I also enjoy the San Francisco Bay area since it’s the heartbeat of high tech.

40. What is your favorite Kalypso value?
Actually there are two favorites. The first is leaders behind the leaders, as we’re responsible
for ensuring our clients’ success. At Kalypso we understand it’s about the client and not about
us. This is so valued by those we serve, and there’s nothing like seeing the leaders we advise
step up and get all of the credit! The other value is characters with character which, simply put,
keeps Kalypso unique and weird. Where else could you find such a diversity of innovators?!
Why is working in innovation exciting to you?
Innovation requires collaboration which fuels the energy needed to make that idea, project or
product materialize from where it first begins as part of an ideation process, to the tradeoffs
and dialogues needed as it matures through engineering development. Innovation requires
both good management and excellent leadership - focusing on the business results and RD
processes, while ensuring the right people on the team can deliver results using these processes.
Helping clients channel their teams’ energy to get their desired results is really fun!

41. In what ways have you grown professionally
and/or personally at Kalypso?
The values of Kalypso are great; they’re truly part of the DNA of our organization. As part
of this, the feedback we give and receive from one another creates a “culture of candor.”
Personally, I have valued hearing feedback from both our team and client what we are
doing well and what needs to improve. This method of continuous improvement allows us
to build and remodel the house we want to live in. It’s stretched me to make Kalypso even
better by developing myself and mentoring others on the team to do the same. All of this
helps us our clients to meet their expectations and deliver on the promise of innovation!

42. Joe Dury

43. “ As part of our values system, theanother
we give to and receive from one
feedback
creates a culture of candor. This method of
continuous improvement allows us to build
and remodel the house we want to live in.
”
– Joe Dury , Director

45. Delivering on the Promise of Community
At Kalypso, we believe that innovation combined
with action can change the world for the better.
We believe in devoting the same level of service excellence that we give to
our clients to our own communities in which we live, work, and play.
A sampling of the organizations that Kalypsonians are active within include:
Stelos Alliance The American Cancer Society
Susan G. Komen The Summit House
Dress for Success Wipe Out Kids’ Cancer
Lance Armstrong Foundation Kendall County Women’s Shelter
Children’s Tumor Foundation A Path in the Woods Foundation
The Humane Society merican Society for the
A
Prevention of Cruelty to
Stand Up To Cancer Animals (ASPCA)

46. FAQs
What does Kalypso do?
Kalypso is a management consulting firm focusing on innovation, new
product development and product lifecycle management (PLM).
Where is Kalypso located?
We are wherever our clients need us to be. Kalypso is headquartered in Beachwood, Ohio but
we are global, with offices across the US, the Netherlands, South Korea, and the Philippines.
When was Kalypso founded?
Kalypso was founded in 2004 by George Young and Bill Poston.
What software solutions do you sell?
Kalypso is not a software reseller. We provide comprehensive
management consulting and objective technical implementation services
for leading PLM and product innovation software solutions.

47. What software solution providers do you work with?
Kalypso has extensive knowledge of and implementation experience with all of
the leading PLM and product innovation software providers including ideation,
product portfolio, product data, and pricing management systems.
Is Kalypso a public or private company?
Kalypso is a private partnership that is 100% owned by the partners and
directors of the firm. We have no outside investors or shareholders.
What industries does Kalypso work with?
Kalypso offers services in industry sectors including consumer goods, retail, food
and beverage, high technology, semiconductor, manufacturing, medical device,
life sciences, chemicals, energy, automotive, and aerospace and defense.
What is PLM?
PLM stands for Product Lifecycle Management. PLM is the process of managing the entire
lifecycle of a product, from conception through end-of-life. PLM integrates people, data,
processes, and enterprise information systems that enable product development capabilities.

49. careers.kalypso.com

50. careers.kalypso.com