upt publishing and direct marketing serv. english version, 10 20 11
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641 W Heber Street, Glendora, CA. 91741, (626) 914‐6002,
PUBLISHING AND DIRECT MARKETING DIVISION
MANAGEMENT CONSULTANTS
Publishing and Direct Marketing Consultants
Management Consultants
WE KNOW YOU STRIVE TO MAXIMIZE YOUR COMPANY’S
POTENTIAL
WE CAN MAKE IT HAPPEN
“EXCELLENCE IS NEVER AN ACCIDENT”
Advertising
Direct marketing
Circulation
Editorial content
Operating systems
Crisis and business development management
Mergers, acquisitions, and sale of companies
Corporate, labor, and social security legal advice and tax
planning and litigation in Mexico
Uptrend InternationalPublishing and Direct Marketing Division Management Consultants
We are an international management consulting firm of associatedprofessionals offering services to top management in Publishing,Direct Marketing and General Management:
ABOUT US
“EXCELLENCE IS NEVER AN ACCIDENT”
Advertising
Direct marketing
Circulation
Editorial content
Operating systems
Crisis and business development management
Mergers, acquisitions, and sale of companies
Corporate, labor, and social security legal advice and tax
planning and litigation in Mexico
Uptrend InternationalPublishing and Direct Marketing Division Management Consultants
We are an international management consulting firm of associatedprofessionals offering services to top management in Publishing,Direct Marketing and General Management:
ABOUT US
“EXCELLENCE IS NEVER AN ACCIDENT”
Market research (size, competition, participation, etc.).
Penetration or repositioning strategies
Reader profile
Purchasing influence
Rates
Sales administration
Management Consultants
Advertisement
OUR SERVICES
“EXCELLENCE IS NEVER AN ACCIDENT”
Direct Mail:Data bases: supply, analyses, cleaning. Promotion: copy, design, printing.Fulfillment: personalization, processing, mailing.
Tele-marketingOutgoing campaigns: data bases, design, operation.Incoming campaigns: design, operation, media contracting.
InternetPromotion: Web page and campaign design.
Direct Marketing
OUR SERVICES
“EXCELLENCE IS NEVER AN ACCIDENT”
Printed media:NewspapersMagazinesBooksInserts
Design, publishing, media planning & contracting.
T.V. - Public, cable, media planning, channel selection, scheduling, etc.
Radio: Programming, scheduling, interviews
Direct MarketingOUR SERVICES
“EXCELLENCE IS NEVER AN ACCIDENT”
ANALYSES:Promotional channels Data basesFinancial feasibilityProduction feasibility
PROCESS:TestsPerformance EvaluationStrategic decisions
MEDIA USE:Direct mailInternetTele-marketingPrinted mediaTelevisionRadioReps
Direct MarketingOUR SERVICES
“EXCELLENCE IS NEVER AN ACCIDENT”
BASES DE DATOS:
Useful and reliable, guaranteeing the success of promotional campaigns through the use of proven formulas and other tools.
Standardized, cleaned, and updated data through the use of variance catalogues.
Direct Marketing
OUR SERVICES
“EXCELLENCE IS NEVER AN ACCIDENT”
Suscriptions: paid and/or controlled
Newsstand
Market research
Circulation: audited and/or unaudited
Distribution channels
Management Consultants
Circulation
OUR SERVICES
“EXCELLENCE IS NEVER AN ACCIDENT”
File updating and control (orders, payments, etc.).
Billing (Credit policies, cycles, series, etc.).
Controls: statistical and accounting.
Processes: input, process, output.
Selection and implementation of software packages.
Management Consultants
Operational systems
OUR SERVICES
“EXCELLENCE IS NEVER AN ACCIDENT”
Editorial content vs. reader profile
Surveys and focus groups
Content realignment
Sources and collaborators
Editorial board
Management Consultants
Editorial Content
OUR SERVICES
“EXCELLENCE IS NEVER AN ACCIDENT”
Pre-press and production program development
Integration of budgets and proposals for customers
Production of promotional brochures
Search for suppliers and contract negotiations
Cost reduction programs
Graphic design
Press production oversight and supervision
Management ConsultantsOUR SERVICES
Art and Production
“EXCELLENCE IS NEVER AN ACCIDENT”
Management ConsultantsOUR SERVICES
Analysis, development and implementation of budgets, financial controls and financial projections
Strategic planning
Development of business plans
Cash flow management and financial packaging
Short and long-term investments and risk management
Complete panning and implementation of business start-ups in Mexico
Financial Planning
“EXCELLENCE IS NEVER AN ACCIDENT”
Management ConsultantsOUR SERVICES
Mergers, acquisitions and sale of companies
Due diligence consulting and execution
Findings, recommendations, and negotiations
Advice on corporate matters dealing with, labor, finance, logistics, legal, and tax matters
Coaching through the transition process
Complete management of operations in Mexico
“EXCELLENCE IS NEVER AN ACCIDENT”
Management ConsultantsOUR SERVICES
Executive search
Organizational structure development
Development and implementation of salary administration, merit evaluation and fringe benefit plans
Compliance audits with labor and social benefit laws, assessment and recommendations.Development and implementation of preventive measures and procedures to avoid future legal entanglements with authorities
Human Resources
“EXCELLENCE IS NEVER AN ACCIDENT”
Management ConsultantsOUR SERVICES
Operational analyses and redesign for optimal data flow
Selection and carrying out of inventory control systems
Design and implementation of production control systems
Development and execution of quality control systems
Selection and placement of project control tools
Development and execution of recommendations for profit improvement
Productivity Improvement
“EXCELLENCE IS NEVER AN ACCIDENT”
Management Consultants
Legal and Tax IssuesOUR SERVICES
Design and implementation of complete legal and tax programs to launch a new company in the Mexican Republic
Initial assessment, recommendations, and implementationof legal preventive measures in corporate, labor,and social security laws (IMSS, INFONAVIT). Selection of defense mechanisms and case litigation
Assessment of status and resolution of corporate and individual’s tax issues (ISR, IVA, IETU). Tax planning, tax return preparation and review, and tax litigation
“EXCELLENCE IS NEVER AN ACCIDENT”
For this reason, UPTREND International, has assembled a groupof expert consultants in all possible areas dealing with yourcompany.
Their professional profiles includes an averageof over twenty years in consulting and corporate training.
Academically, they have obtained graduate degrees.Most have vast experience as CEOs.
Individual résumés' are available upon request. To be brief, a feware included in this presentation.
The above is not an empty promise
We are aware that the effectiveness of OUR SERVICESis only as good as the knowledge and expertise of ourexperienced consultants.
Management Consultants
“EXCELLENCE IS NEVER AN ACCIDENT”
"MAXIMIZING YOUR POTENTIAL"
DAVID E. ESTRELLO
David E. Estrello’s professional experience covers over 45 years in public accounting,management consulting, and general management including managing several companies inthe editorial and publishing business.
From 1986 to date, he manages and operates Uptrend International, a managementconsulting firm domiciled in California. Through expert associated consultants, the Firmprovides integral top management professional services in Mexico to both Mexican and UnitedStates companies. The Firm’s newest Publishing & Direct Marketing Division provides skilledservices in: Direct mail, telemarketing, electronic media, and data base management; as wellas in advertising, circulation, editorial, and production activities. Complementing theseservices Uptrend International also provides among other activities: Due diligence evaluationsfor mergers and acquisitions; strategic planning and business plan development; crisismanagement; cash flow planning and financial packaging; legal advice in corporate, labor, andsocial security issues; tax planning; and litigation in both legal and tax disputes.
Commencing in mid 2,002 and through March 2007, David E. Estrello incorporated andoperated, marketXL, a B2B sales and marketing services organization, engaged in thedistribution and sale of state of the art medical imagery equipment. During the period ofoperations, marketXL represented manufacturers from Asia, Spain, France and the UnitedStates of America.
Management Consultants
OUR EXPERT CONSULTANTS
“EXCELLENCE IS NEVER AN ACCIDENT”
DAVID E. ESTRELLO
David E. Estrello from April 2,000 through August 2,002 successfully launched anadvertisement sales program for a new Internet and CD-ROM version of an industrial directoryfor Mexico, Guía Nei. The directory was an outgrowth of the famous Thomas Register, theoldest and most successful industrial directory in the United States.
For a year and a half, through February 2,000, David E. Estrello was Vice President Sales forLatin America at Cahners Travel Group, a company that publishes hotel and meeting facilitiesdirectories for the Tourism industry Worldwide.
Mr. Estrello’s publishing industry experience includes (1971-1979) as CFO and subsequentlyas President for the Latin American operations of Reader’s Digest. In addition, commencingon December 1, 1993, and for the next four and one half years, he successfully served asDirector General for Grupo Editorial Expansion.
Mr. Estrello practiced management consulting for twelve years both in Los Angeles, CA andin Mexico City. At the latter, in 1979, he founded a consulting firm, Uptrend, S. C., whichprovided services in corporate planning and executive search for seven years prior to hismoving back to Las Angeles, CA. At Los Angeles, he acted as Executive Director of a MinorityBusiness Development Center, a management consulting unit operated for the U. S.Department of Commerce performing management consulting for Minority owned companies
Management Consultants
“EXCELLENCE IS NEVER AN ACCIDENT”
OUR EXPERT CONSULTANTS
DAVID E. ESTRELLO
David E Estrello’s experience includes thirteen years in public accounting in the UnitedStates and Mexico where he worked, as audit manager, for the Los Angeles, CA and theMexico City offices of Deloitte, Haskins & Sells (currently, Deloitte & Touche). He also acted asprincipal in Los Angeles, CA for the CPA firm of R. J. Miranda and Company where he foundedthe Firm’s Los Angeles office. Under his direction the Firm was awarded the financial audit ofthe City of Los Angeles for a period of several years. He was responsible for the conduct ofthat engagement, and for the audits of other important clients acquired during his tenure.
Previously in Mexico, he also served as Corporate Assistant Controller at SyntexCorporation. Later, he became CFO for Ideal Standard and subsequently, as previouslymentioned, filled the same position at Reader’s Digest Mexico prior to becoming its Presidentfor Latin America.
He is a former president of the Pacific Chapter of the U. S.- Mexico Chamber of Commerce.Mr. Estrello’s academic and professional degrees and certifications include a license to
practice as a State of California, Certified Public Accountant, Certificate No. 9799E, October13, 1962, and a Bachelor of Science degree from the School of Business Administration, with amajor in Accounting, at the University of California at Los Angeles, January of 1958.
He is fully bilingual (English-Spanish) and Bicultural (U.S. – Mexico) and has dual citizenship(US - Mexico).
Management Consultants
“EXCELLENCE IS NEVER AN ACCIDENT”
OUR EXPERT CONSULTANTS
C. JESÚS NÁJERA
Without a doubt, Jesús Nájera M. is the individual with the greatest experience and expertise in magazine publishing in Mexico in the areas of Circulation (subscriptions and newsstand) and in the selection, implementation, operation, and management of related operational systems and in managing and control of correlated data. His expertise has been acquired through 25 years of uninterrupted fruitful management positions in well known magazine publishers such as Reader’s Digest México, Grupo Editorial Expansión, Time-Life México, Editorial Televisa, Ideas & Capital and Condé Nast de México.
Jesús Nájera’s experience acquired at Reader’s Digest Mexico ranges from improving the net paid circulation of the Selecciones del Reader’s Digest magazine from 450,000 to 665,000 copies per month to the successful conversion of 6,000,000 registers from existing systems to a more integrated and sophisticated customer system which included service operation, customer satisfaction, and promotion activity features.
Additional accomplishments include: the development of the features for a new operations’ system and the reduction of the time required for order fulfillment from six days to seventeen hours at Time-Life México. As Marketing Director for Grupo Editorial Expansión his accomplishments included the substantial increase in circulation of the Expansión magazine, the selection and implementation of a new system for the control of subscribers, and his very successful participation in the launching of two new magazines: the controlled circulation Manufactura and the paid circulation Quién
Management Consultants
“EXCELLENCE IS NEVER AN ACCIDENT”
OUR EXPERT CONSULTANTS
C. JESÚS NÁJERAManagement Consultants
During his term at Editorial Televisa, Jesús Nájera was responsible for the developmentand implementation of a new subscriptions’ system in Mexico, which included the basicfeatures as well as some complementary units to handle more sophisticated operationsand controls. He was also responsible for the development and implementation of a similarcustomer-subscriber system at Condé Nast de México where he additionally carried outthe training of the personnel involved in the subsequent operation of the system.
As general manager for Ideas & Capital, as general manager, he was responsible of allstart up activities necessary to commence operations for which he then became accountable.He selected and implemented a subscriber system which included operations, controls andpromotional activities. This system, in a more sophisticated version, later became the oneinstalled at Condé Nast. Mr. Nájera was also responsible for launching in Mexico theSpanish version of the following magazines: Newsweek en Español, Glamour México,Discover en Español, and the re-launching of Vogue.
“EXCELLENCE IS NEVER AN ACCIDENT”
OUR EXPERT CONSULTANTS
ENRIQUE CHAO
For over thirty five years Enrique Chao, has earned the respect of peers, readers, and publishers; initially as editor, and subsequently as editor-in- chief of prestigious magazine publishers such as: Grupo Editorial Expansión – the most respected and best known publisher of business magazines in Mexico – where he worked and flourished for 26 years.
As Editor-In-chief of Grupo Editorial Expansión he was responsible for the editorial content, the edition, and design of all of the Group’s magazines and publications which included the flagship magazine Expansión as well as Obras, El Comerciante Moderno, Manufactura, Información Dinámica de Consulta (IDC), the bulletin: Análisis Económico/Business Trends, subsequently entitled Tendencias Económicas y Financieras; the annual publications: Anuario de la Economía Mexicana and the Annual Organizer for Executives, as well as the collectible publication of Harvard Business Review as well as the one for the American Marketing Association.
More recently, Enrique Chao became an active member of several business andindustrial magazines’ editorial boards. These include: Ambiente Plástico, GobiernoCorporativo, Diálogo Ejecutivo, Bayvet and others such as Quirón, published by thePolytechnic University of Pachuca, published by Medios y Enteros, his own editorialcompany which he currently operates.
Management Consultants
“EXCELLENCE IS NEVER AN ACCIDENT”
OUR EXPERT CONSULTANTS
ENRIQUE CHAO
Approximately five years ago he founded the biweekly tabloid publication Anteproyecto, an insert included in the daily newspaper Milenio, which included news and commentary dealing with the construction industry. At the same time, he was also a columnist for Contrucción y Tecnología, the official gazette for Instituto Mexicano del Cemento y del Concreto (IMCYC), Simultaneously, he redesigned the editorial content of the magazine Onexpo by incorporating subjects such as: economics, energy, finance, and general culture articles aimed at increasing the general background of gas station owners.
Additionally, Enrique Chao has participated in the launching of numerous books and magazines, such as Impulso for Confederación de Cámaras Industriales (CONCAMIN) –Confederation of Industrial Chambers. Previously. In 1998 with a partner, he launched Tecnología Empresarial and participated in the redesign of the publication Computación Planta Industrial.
More recently, he developed the editorial content and design of two books: 80 Años de la Publicidad en México and 50 Años de la Computación en México, the latter endorsed by the Universidad Nacional de México.
Management Consultants
“EXCELLENCE IS NEVER AN ACCIDENT”
OUR EXPERT CONSULTANTS
Contact us
David E. Estrello Managing Partner
California: 641 W Heber Street, Glendora, CA. 91741, Telephone: (626) 914-6002, Mobile in México: 044 55 2900-1780Email:
For more effective telephone contact, please use the Mexico City
numbers shown below
México, City, Through our affiliated company:
marketXL, S A de C V David E. Estrello Director General
San Borja 504-303, Colonia del Valle, México, D.F., CP 03100Teléfonos: 011 52 55 5559-4051, 55 5559-0914
Management Consultants
[email protected]@prodigy.net.mx
Uptrend International
“EXCELLENCE IS NEVER AN ACCIDENT”