Wolters Kluwer N.v. · EURONEXT:WKL
Wolters Kluwer — Investor Day (September 2008)
13 slides from Wolters Kluwer's investor day presentation, Sep 25, 2008
Slide 1: Investor Day
Investor Day Nancy McKinstry CEO & Chairman of the Executive Board Investor/Analyst Day: Innovation & Technology September 25, 2008 ® London
Slide 2: Internet inverts high cost online publishing model, lowers barrier for new entrants
Investor Day 2 Internet inverts “high cost” online publishing model, lowers barrier for new publishing entrants and pushes competitive battle ground to information, software and services where deep vertical insight matters most 1995 2010 Online Professional Publisher Information, Software & Services
Slide 3: Our strategy is geared to allocate more capital to where we create most value
Investor Day 3 Our strategy is geared to allocate more capital to where we can create the most value for customers Customer and Shareholder Value Progression Information, Software & Services Margin / Organic Growth % Workflow Software Commentary and Insight Primary Source Research Customer Value ® I
Slide 4: ...an example from our Tax and Accounting business
Investor Day 4 ...an example from our Tax and Accounting business Online & Workflow Tools Revenue Percentage of New Sales Revenues as a % of Total by Source (Tax Example) ProSystem Tax Other ProSystem Modules ProSystem Software 7% 13% 15% 99% 98% 97% 95% 93% 87% 85% 87% 2003 2004 2005 Average % Reve
Slide 5: Increased investments in new and enhanced products have supported growth and transformation
Investor Day 5 Increased investments in new and enhanced products have supported our growth and transformation Key New Products Increased Investment Health ■ Order Sets Average: 8-10% of Revenue ■ OvidSP ■ Point of Learning TAL ■ Document ■ Engagement ■ Australian & Canadian Software Suites ■ Bar Re
Slide 6: Our portfolio today reflects evolution to an information, software and service provider
Investor Day 6 And our portfolio today reflects this evolution to an information, software and service provider… 2007 Revenue : €3.4 Billion Online & Workflow Tools Revenue as a % of Total 47% 46% Print 42% 38% Online / Workflow Tools 47% 38% Services 15% 31% 2003 2004 2005 2006 2007 ® Investor/Anal
Slide 7: Today this portion of our portfolio is the fastest growing and most profitable
Investor Day 7 Today this portion of our portfolio is the fastest growing and the most profitable Research Centric Research / Software Research / Services Products Blend Centric < 10% Software 10-40% Software > 40% Software Margin 16-18% Margin 18-22% Margin 22-30% + Retention rate 80-85% Retention
Slide 8: Our success results from deep vertical market positions and customer insight
Investor Day 8 Our success result from deep vertical market positions, strong customer insight, and value enhancing solutions Wolters Kluwer Verticals Examples Wolters Kluwer Assets ■ Well established brands ■ Unique market footprint Corporate Lawyers Municipal Banks HR Managers ■ Deep customer know
Slide 9: Health: Point of Care
Investor Day 9 Health: Point of Care MD and RN Review Ensure procedure is properly documented and coded (ProVation) Surgical Encounter Hospital Administration Arthroscopic image capture Produce Bill for Reimbursement Real time procedure documentation Unplanned secondary procedure documentation Real
Slide 10: Corporate & Financial Services: Personal Lending
Investor Day 10 Corporate & Financial Services: Personal Lending Delivery management Electronic signature Produce, assemble, and Print fulfillment Document archival package compliant documents Forms Library Policies and Secure electronic Rules Database delivery Borrower application Track receipt Ver
Slide 11: Legal, Tax & Regulatory Europe: Establishing a New Company
Investor Day 11 Legal, Tax & Regulatory Europe: Establishing a New Company 3. Analyze relevant legal 5. Request VAT number sources Link with software tool that Conduct search across all manages official forms and relevant research databases transmit it to the government (Centric) tax office (B.Point
Slide 12: Wolters Kluwer's customer insight framework drives innovation
Investor Day 12 Wolters Kluwer’s customer insight framework drives innovation INNOVATION Concept l D velopment e Bu e si u nn ne ■ Represents the center-piece of the CI F s sC a de “Lead” Customer Program and CI recommendations eed d Cu as er n ace I s identified e sto Tra om s Tr me cke ust ent t/
Slide 13: Impact: profitable growth resulting from strong vertical positions
Investor Day 13 Impact: profitable growth resulting from strong vertical positions with increasingly attractive economics Increase Deeper Relationship Retention with Customers Strengthen Higher Vertical Position Switching Costs ® Investment in Product Greater Share of Enhancements/Expansion Customer