Valuable through Innovation Company Portrait and Business Year 2020
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Highlights 2020 Digital twin prevents railroad switch breakage at SBB Cloud application for pressure testing At a glance Digitization Content © SBB Infrastruktur supports Editorial 4 profitable Page 12 Page 13 Key figures 5 growth New capsule coffee machine Encapsulated medication Helbling Group 6 for Nescafé Dolce Gusto carrier from Lyndra Review / Outlook 7 In intensive joint project work with SHL Medical, the Helbling Digitization 8 Group is charting the course to the future success of the client. Projects 10 Page 8 Business units 20 Page 14 Page 15 Locations 24 eHealth eco-system Support of FEDRO for first for glaucoma wildlife overpass Page 16 Page 17 Helbling Holding AG Hohlstrasse 614 Client representation for Further development in P. O. Box CH-8048 Zurich platform arena tenant fit-out PLM area for V-ZUG AG © utzgroup.com © HELROM Phone +41 44 438 17 11 Email info-holding@helbling.ch Web www.helbling.ch © offconsultraumkonzepte The company portrait appears in German Sales Boost Programs Fundraising for and English. The German version is always authoritative. project for Utz Group HELROM Visit our website to find out more about us and our services. Page 10 Page 11 Page 18 Page 19
What really matters Key figures The importance of interpersonal relationships 563 123.1 35 % Dear Readers, When one thinks of the coronavirus once again prove just how much the pandemic, the dictum of “a crisis as an quality of innovations depends on that of Full-time equivalents Revenue Foreign revenue opportunity” does not readily come to interpersonal relationships. mind. The depth of human suffering is too (in CHF million) great and the consequences too destruc- However, one other factor is no less tive for so many economic existences. important: The success of our teams The number of full-time equivalents increased from The Helbling Group achieved the best result in its The proportion of foreign revenue in local currencies 554 to 563 in 2020, while the number of employees history in 2020. Revenue increased by 7.5 percent rose marginally in 2020. With a revenue share of Additionally, the extent of the damage it depends on how they are organized and grew from 593 to 606. This therefore represented compared to the previous year. Growth even ex- 18 percent, the United States has grown to become has done, for example in education, is not led. What experience and expertise are an average employment level of 92 percent. Helbling ceeded 9 percent in local currencies. The greatest the second largest market after Switzerland. Helbling yet foreseeable. combined within working groups? What employs a total of 4 apprentices and an average currency effect was attributable to the decline was looking after customers from a total of 15 coun- of 10 interns and working students across its four in value of the US dollar relative to the Swiss franc tries in 2020. guidelines determine how they work? How business divisions. from 0.97 to 0.88 during the year. Nevertheless, if we wish, in the famous high is their level of autonomy? What words of Max Frisch, to draw a “produc- methods, tools, and quality systems are tive” lesson from the situation, then it is employed? It is evident that the most perhaps that this tragedy has reminded effective answers to such questions will us with unprecedented clarity of what differ from company to company. At 470 13.5 568 really matters – both in our private and Helbling, the key to these questions lies in working lives. And that is interpersonal well-coordinated teams consisting of relationships. Surveys conducted in recent talented employees who, depending on Dr. Christian Péclat months have clearly demonstrated how, the task involved, bring together a variety President of the Board above all else, people yearn for the oppor- of disciplines and successfully realize their Customers Cash flow Storage capacity CEO tunity to meet other people to undertake projects in close cooperation with clients. (in CHF million) (in TB) activities and experience things together. Thanks to the commitment and flexibility In addition to large corporations and small and Thanks to its successful business activities, the The Helbling Group’s success factors include a medium-sized enterprises, Helbling’s customers Helbling Group once again generated a healthy comprehensive IT infrastructure at its locations For a company such as Helbling that of our employees and executives, and also include an increasing number of start-ups. Most cash flow in 2020. This means that financing that, among other features, includes around 1,200 develops solutions and products in the the trust and confidence of our clients, and of them are from across the manufacturing industry, of current and future investments from its own computers and 220 servers with a storage capacity context of intensive teamwork and close their loyalty to us based on a spirit of with some from the service and public sectors. resources is assured. totaling 568 TB. This also proved its worth under the difficult conditions of the pandemic. cooperation with its clients, having to partnership, we have enjoyed a great dispense with personal meetings has degree of success in what has been an Marcel Fäh proved to be particularly challenging. The extraordinary financial year. Member of the Board CFO availability of virtual tools on its own is inadequate if this challenge is to be On behalf of the Helbling Group partners mastered. We were only able to capitalize on the use of these instruments through 1963 29 >60 % the culture of social interaction that was already firmly anchored among us in the Helbling Group. Confidence and respect, honesty and fairness, appreciation and Dr. Christian Péclat Marcel Fäh loyalty – in normal times, these words are an essential prerequisite for the willingness of people to devote themselves to a Founding year Partners Equity ratio common task with dedication and Helbling has gained a wealth of experience from The Helbling Group currently has 29 managing part- The Helbling Group’s rock-solid financing is among thousands of projects over almost six decades. This, ners and around 260 employees who also participate the central prerequisites for its sustainable devel- gratification. How essential cooperation combined with cutting-edge research and technolo- in the Company via participation certificates. This opment. Thanks to its high equity ratio without really is has become evident under the gies, is the basis on which Helbling’s engineers and tried-and-tested participation model ensures interest-bearing debt, Helbling also has a top rating difficult conditions during the pandemic. consultants develop their innovative products and an organic succession arrangement for Helbling. among banks for privately owned SMEs. solutions, always in close collaboration with the clients. Against this background, last year saw us 4 5
Helbling Group Record year for the Helbling Group Valuable through Innovation Strong growth in the USA The Helbling Group has its headquarters and several subsidiaries in Switzerland, With revenue of CHF 123.1 million, the Helbling factors: our well-coordinated, interdisciplinary teams is represented through companies in Germany, USA and China, and has worldwide Group achieved a new record result in the 2020 that could depend on a proven infrastructure; custom- financial year. This represented growth of 7.5 percent er relations, frequently long term, built on trust; our project experience. compared to the previous year. The increase in reve- federalist organization; uniform business principles nue would even have exceeded 10 percent if not for combined with a great deal of autonomy; and, finally, the currency effects. As in previous years, the share the broad sector diversification in our customer base, of revenue generated abroad was slightly more namely that of the manufacturing industry. than 30 percent, with the United States overtaking s an st s ici mi Technik Business Advisors hn ing ts no ists Germany as the second most important market after Strong growth in the USA c Tec o ers ent Bu chite c s s E gine s Sci Ar e n tic Switzerland. Helbling experienced particularly strong growth in the ild sin sE ma Bu sines Infor u B ine s s United States in the 2020 financial year. Around a Bus mists rs Che Enginee We managed to increase the number of full-time third of revenue in the US was generated at our two ists Civil ter Scient Comp u equivalents from 554 to 563 in the reporting year. locations in Cambridge near Boston and in San Helbling Group Econom ists gineers We benefited in this respect from extensive invest- Diego. The remaining two thirds were generated from Electrical En 2020 ments in recent years in both our locations and their Switzerland. The majority of American customers Engineering Consulting Employees 563 Environmental Scientists Food Engineers infrastructure and in the training of our employees. are, once again, from the medtech industry. These Industrial De signers These investments enabled us to achieve a dis- include established market players and many 123.1 Revenues (in million CHF) Materia ls Engin Math eers proportionate increase in revenue relative to our start-ups that we support during development of new emat Me c ician s Mic hanical employee base. products, including optic systems or equipment for r Op otechn Enginee Ph tical E ology rs administering medication. Other medtech companies, Pro ysici ngin Eng in ce ss s s t e ers e ers Continuity of business activities, despite in turn, commissioned us with projects in the area of Pro ftwa En Beratung + Bauplanung PLM Solutions the coronavirus So gin du re E robotics or the development of industrial production cti ee rs on gine In common with every other company, we were equipment. En gin n ee faced with unprecedented challenges from March rs ers last year due to the coronavirus pandemic. At the American customers outside the medtech sector outset, the question of what the lockdown would include the Bill & Melinda Gates Foundation. Coopera- mean for our projects and, subsequently, our tion in the development of new principles and technolo- liquidity became of central importance. We therefore gies in the field of water & hygiene was expanded in About us Our visions developed several scenarios and tracked the per- response to the Reinvent the Toilet Challenge of the The Helbling Group was founded in 1963 and is owned by formance of the business even more closely. Most Gates Foundation. We also received a significant order its 29 managing partners. The internationally active engineering We take the interests of our business partners seriously importantly, we wasted no time in informing our from an American online dealer whom we assisted in and consulting firm employs some 540 professionals in four Our relationships with our business partners must be fair customers that we were still capable of continuing the automation and robotization of processes in its business divisions focused on innovation / product development, and respectful and promote long-term co-operation. project work under the new conditions. Our avail- logistics centers. management consulting, mergers & acquisitions, restructuring, ability was highly valued. As a result, the majority of information technology, real estate, energy and infrastructure. Employees make markets projects continued with no or only brief interruptions. Outlook We promote and nurture a corporate culture in which our Helbling started the new year well. However, the Our industry expertise employees feel comfortable and in which it is fun to achieve Simultaneously, a strategic decision was reached willingness of customers to invest remains of prima- – High-tech industry semiconductors / electronics, top results together. to forgo financial assistance from the state, and ry importance for continued business performance. microtechnology, automation / robotics, medical technology, short-time work was only availed of at our location Given the uncertainty caused by the pandemic, a trend machinery / apparatus Clients are our livelihood in Munich. As business temporarily slowed some- towards more cautious planning horizons is apparent – Automotive industry / supplier We develop long-term, service-oriented client relationships what in the first weeks of lockdown, we repeatedly in some sectors. What is evident is that major con- – Transport / traffic / aerospace based on trust. dedicated ourselves to advance work for projects temporary issues that already occupied us prior to the – Processing industry, pharmaceuticals, biotechnology, and customers who were later able to profit from pandemic will continue to grow in importance. These chemical industry, food industry this. Both internally and externally, this indicated our are primarily innovation, digitization, and sustainability. – Trading Financial services determination, in spite of all due caution, to face the Our project examples illustrate how Helbling is address- – IT / telecommunications challenges born of the pandemic in a productive ing these issues both specifically and successfully, and – Energy industry manner. even combining them in many cases. – Infrastructure / public sector The successful operating results in this extraordinary year were all due to what are, for us, essential 6 7
SHL Medical – Digitization for profitable growth Together with Helbling, SHL Medical is currently implementing an extensive transformation program for the digitizing of development and production and the globalizing of the business. The goal is to assure major growth while simultaneously enhancing productivity. Sébastien P. A. Martin, lic. oec. publ., Senior Vice President, Helbling Business Advisors, Zurich, Switzerland “Accompanying SHL to global digital mar- ket leadership through the concentrated expertise of the united teams is an incompa- rable experience.” SHL Medical is a recognized leader in the design, will globalize the organization primarily in R&D, quality gies enables efficient, global implementation, despite development, and manufacture of advanced drug management, and the supply chain area; expand the the ubiquitous coronavirus restrictions. In addition, delivery devices such as autoinjectors, pen injectors, production footprint, including through a new location a comprehensive training and communications concept Experts from every division of and inhalation systems. SHL customers include top in Switzerland; and further develop product platforms is also being pursued to encourage broadly support- the Helbling Group are engaged pharmaceutical and biotech companies all over the and products. ed acceptance and sustainability of the required to tackle extensive business and world that require innovative devices for the effective changes. technological tasks. Helbling self-administration of their drugs. These devices Rigorous implementation of the digital target operating Business Advisors is responsi- allow patients to self-administer medication safely model developed aims to achieve a maximum degree ble for complete transformation in the comfort of their homes or under medical of automation and sharply increased productivity management, organizational supervision. SHL employs around 5,500 personnel in future. The technological backbone of this is an issues, and the digitizing of oper- at four locations in Taiwan, Sweden, the United integrated product development solution (PLM), global ations. Helbling PLM Solutions States, and Switzerland. application of SAP S/4HANA using the latest analytics supervises the development options (ERP), and comprehensive shop floor manage- environment, Helbling Technik SHL has grown strongly in recent years and plans ment using a fully integrated MES system. SHL also is entrusted with plant planning to continue this growth on a massive level in the aims to play a leading role in the quality management and further development of coming years. Together with Helbling Business of medical devices through complete digitization of product and platform concepts, Advisors and the involvement of further divisions, regulatory documentation. and Helbling Beratung + SHL has drawn up a comprehensive transformation Bauplanung takes care program to anchor the rapid development achieved This ambitious, extensive, and comprehensive pro- of location development in to date and cope with anticipated growth. At the gram is controlled through a joint organization with Results / Achievements Switzerland. core of this program is the end-to-end digitization the required workstreams and integrated program In intensive joint project work, the course to the future success of development right up to the machine stage and management. Extremely close cooperation between of SHL Medical is being charted through digitization to ensure the associated improvement of development and the SHL and Helbling teams in a spirit of partnership growth, quality, and the enhancement of productivity. production processes. Simultaneously, the program and the use of contemporary collaboration technolo- 8 9
Utz Group – Sales Boost Programs project HELROM – Successful support during fundraising Helbling Business Advisors supported the Utz Group when a sales framework The Frankfurt start-up HELROM wants to revolutionize the transport market with for implementation of the sales strategy was developed in the shortest possible new, innovative freight cars where, for the first time, all conventional semi-trailers time. The project laid the cornerstone for effective, efficient sales activities to can be transported by rail without expensive cranes or loading infrastructure. benefit ambitious growth targets. Helbling Business Advisors provides HELROM with support during fundraising. René Braun, lic. oec. HSG, Senior Andre Wassmann, MBA, Dipl.-Betriebswirt, Manager, Helbling Business Advisors, Senior Vice President, Helbling Business Zurich, Switzerland Advisors, Dusseldorf, Germany © utzgroup.com “Together with the “As the sole provider, © HELROM CEO and sales exec- HELROM offers a real utives, strategically alternative to road valuable and practica- transport while simul- Overview Overview ble hands-on results With 1,200 employees at eight locations on three continents, the Utz Group HELROM trailer wagons will make the logistics sector quicker, more efficient, taneously making an were achieved without has been developing and manufacturing sustainable, reusable logistics and more reliable and reduce CO2 emissions by 80 percent compared important contribution delay – despite the packaging and technical parts made of plastic for over 70 years. Utz is also to road transport. The company has been self-financed to date. Initially, an to the reduction of the leader in customer-specific packaging solutions. The goal of this joint ERP start-up loan was obtained from the KfW bank and, more industry- pandemic.” project was to make a lasting contribution to the enhancement of revenue, related, from the German Federal Railway Authority (EBA). The EBA also greenhouse gases.” EBIT, and sales efficiency. supports companies that significantly contribute to the reduction of CO2. Helbling Business Advisors Helbling Business Advisors will support the future growth of HELROM In addition to a high degree was able to draw on a large Our Contribution as a partner. of technical expertise, the pool of experts from different The project began in December 2019 with an analysis of the actual situation. complexity of the tasks involved services in the project. This Based on this, the first quarter of 2020 saw the development of specific Our Contribution requires the project team to applied in particular to the measures and the Utz Sales Framework. The focus during this was on four Experts from Helbling Business Advisors identified further principal banks have access to a broad network areas of growth strategy, sales tools: for the procurement of financial assistance, coordinated the application with of investors. strategy and offensive, and – Market models with value chains, potentials, target customers, decision the principal and development bank, compiled the required documents, market & customer insight. makers, and influencers including business plans and financial reports, and submitted the applica- Up to four consultants were – Customer portfolio with customer appeal and sales activities corre- tion. They negotiated with the principal bank, represented HELROM before employed, depending on sponding to this every committee of the institute, and acted as a permanent intermediary. the project phase. – Sales capacity with optimized potential Further applications were made for financial assistance in the form of grants – Sales management and KPIs from the EBA. Helbling will also continue to support the start-up during positioning on financial markets. Results / Achievements In close cooperation with sales executives, Helbling Business Advisors Results / Achievements developed stepping stones to success that can now be implemented, step Raising of initial funding was already successful. HELROM plans to deploy by step. A manual provides assistance when processing the customer further trains this year and significantly promote growth. The deployment portfolio. In addition, the findings also contribute to the timely introduction of 100 to 120 trains all over Europe, each with 18 to 20 wagons, is planned of appropriate CRM. by 2029. 10 11
SBB – Digital twin for assessing the condition R. Nussbaum – Cloud application for of switches with spring points pressure tests SBB is pushing the change from curative to preventive maintenance of the infra- Helbling Technik designed and realized a cloud application for the manage- structure it operates. Helbling Technik supports SBB with simulations of switches ment of measurement results from leak and pressure tests for R. Nussbaum, subject to severe daily stress in the form of a digital twin – a digital likeness of the successful family business. The data collected provides an essential the real object. basis for the test reports that the end customer receives. Benno Steiner, Masch.-Ing. FH, Daniel Hauri, Software Ingenieur FH, Head Calculation & Simulation, Head of Development Team Software Helbling Technik, Aarau, Switzerland Engineering, Helbling Technik, Aarau, Switzerland “An impressive exam- “Intense involvement © SBB CFF FFS ple of how a digital of end customers twin can offer a tangi- led to the successful ble benefit as a virtual development of an Overview Overview copy of a real object.” The breakage of a railroad switch caused SBB to initiate a project addressing After fitting a sanitary installation, the installer needs to conduct a pressure intuitive application assessment of the condition of switches. Real load levels were simulated test to check the complete system for leaks. Data measured with a device that enjoys a high The challenge of processing virtually for the highly stressed spring point using a digital twin. These levels is transmitted to an intuitive cloud platform where it is complemented by degree of accep- timetable data to create the were evaluated and preventive measures defined, relative to the individual additional object information and stored in a structured format. load spectrum for the calcula- condition of the switch. tance.” tion of the service life required Our Contribution in-depth analysis of data Our Contribution Helbling Technik was commissioned to design and realize the new cloud An experienced project team collection and processing. The service life of the most important switch types was based on real time- application to replace the desktop application. A variety of workshops were realized this exciting and varied Cooperation between the table data and simulated through FE analyses, taking relevant influencing held with sanitary installers, product managers, and experts in the initial project within a very short time. project team with experts from factors into consideration. The significance of the simulations was validated phase to clarify different needs and requirements. Wireframes and designs A broad spectrum of expertise in SBB and Helbling Technik was with stress levels from measurement runs. The results were incorporated in for the user interface were created on the basis of these results. Iterative the area of software development focused and efficient during an easy-to-use spring point assessment tool developed by Helbling Technik. implementation followed in a second phase and involved an agile develop- contributed to the success. This this decisive phase. The Operational variations in load levels due to timetable changes or varying ment approach. Significant tasks included communication with the pressure included agile development combination of system and train compositions were taken into consideration through comprehensive gage, the migration of existing data, implementation of the web interface, methods, requirement engineer- methodological expertise simulations. Characteristic diagrams based on these enable the achievement and setup of the back-end based on Microsoft Azure cloud services. ing, UI design, web development, enabled successful realization of advanced damage calculations with regard to time and load. cloud software architecture, of the project within budget testing, and deployment. Overall, and on schedule. the close cooperation with R. Nussbaum and end customers achieved a high level of accep- tance for the application. Results / Achievements Results / Achievements With the focus always on preventing switch breakage in future, SBB can A majority of installers have already switched to the new application since assess the condition of the switch spring point, classify the risk involved, it was commissioned in early 2020. The customer appreciates the low- and realize maintenance appropriate to its condition. maintenance application and operating costs kept low by Microsoft Azure. 12 13
Nescafé Dolce Gusto – Genio S Lyndra’s Stellate Encapsulation System – GMP-compliant encapsulation of a unique dosage form Shape and style were paramount for Dolce Gusto during development of the What would it be like to take just one pill a week versus many each day? “GENIO S” capsule coffee machine from Nescafé. In addition to a fresh design Lyndra Therapeutics is pioneering the first oral, ultra-long-acting, sustained- and favorable price, the machine also captivates through its variant diversity. release therapies with the potential to fundamentally change the way people take medicine. Gabriel Sutter, Dipl.-Ing. FH, Head Ueli Schläpfer, Dipl.-Mikrotechnik-Ing. of Development Team Food & Beverage EPFL, Head of Development Team Systems, Helbling Technik, Wil, Mechatronics, Helbling Technik, Zurich, Switzerland Switzerland “The key to success “The encapsulation lay in the high level challenge is a hard of expertise of the one. We have com- project team and trust- menced automated Overview Overview worthy cooperation Helbling Technik developed the innovative beverage system from the design Lyndra’s solution is a unique dosage form inside a pill capsule that dis- stellate encapsulation with the customer and to production stage, with modularity receiving considerable attention during solves in the stomach. The dosage form unfolds, and a controlled release in our facility, and this manufacturer.” this. The consumer can choose between the BASIC, PLUS, and TOUCH of drug occurs over a week or even a month. The Stellate Encapsulation is an incredible step versions, depending on the desired range of features. System folds and inserts the dosage form into capsules – a key step towards automated manufacturing of a unique medicine. forward for Lyndra.” The Helbling Technik team Our Contribution Ray Knox, Chief Manufacturing Officer, consisted of mechanical, elec- Lyndra Therapeutics, Inc. Complete development of the appliance in the system, mechanics, elec- Our Contribution tronic, and software engineers. tronics, and software areas was the responsibility of Helbling Technik. From Starting from a simple encapsulation process demonstrator built by the A shared understanding of the design phase to series production, all mechanical assemblies, circuit Lyndra team, Helbling Technik developed mechatronic concepts for Realizing a complex machine the task and interdisciplinarity boards, and the software were developed with an eye on functionality and automating this process, testing the most promising solution in close col- within an ambitious schedule paved the way for innovative costs. Any prototypes required were also created. Constructive cooperation laboration with Lyndra. Once the concept had been confirmed, Helbling required not only a competent, solutions optimally tailored to and a shared understanding of design for manufacturing and assembly Technik developed, built, and commissioned the complete machine. After experienced, and agile team, but meet requirements. The high enabled the smooth and timely transfer of development from Switzerland to testing and optimizing the process further, Helbling Technik delivered also a high level of cooperation level of competence and expe- production in Asia, despite the Covid-19 situation. the machine to Lyndra, recommissioning it and training operators through with Lyndra’s experts, mature rience of the employees and the team in Cambridge, MA. methods, suitable lab infrastruc- cooperation with the customer tures, and a network of reliable and manufacturer grounded in suppliers. This was especially trust ensured the achievement true under Covid-19 conditions, of deadline and cost targets, with the only physical contact despite the difficult situation restricted to delivery of the due to the pandemic. machine. Results / Achievements Production costs were considerably reduced while taking the range of Results / Achievements features when compared to the benchmark into account. The product Nine months after starting the project, Lyndra has added the Stellate Encapsu- conforms to international standards and has already been successfully lation System to its GMP-compliant manufacturing of their novel dosage form, launched on the market. enabling production of larger volumes. 14 15
eHealth eco-system – for advanced FEDRO – A1 Rynetel wildlife overpass glaucoma management client support Our client aims to transform the management of specific diseases, such as Helbling Beratung + Bauplanung supported the Swiss Federal Roads Office glaucoma, and to conquer a new frontier in eHealth through digital “disease (FEDRO) during construction of the first wildlife overpass in Switzerland with intelligence.” timber trusses. The wildlife overpass contributes to the networking of wildlife populations. Stefan Bauer, PhD, Head of Development Olivia Champion, Dipl.-Umwelting. ETH, Team Sensors & Medical Electronics, Senior Vice President, Helbling Helbling Technik, Bern, Switzerland Beratung + Bauplanung, Zurich, Switzerland “Collaborating with “Experiencing the our client and partners effort made by every across 3 continents one involved to re- to advance patient alize an innovative Overview Overview care was a truly In order to better manage glaucoma, a disease that causes irreversible The AG6 Suret wildlife corridor is of national importance, connecting as project is extremely inspiring experience.” damage to the optical nerve, Helbling Technik has been requested to develop it does the Jura and Swiss Plateau and enabling crossing in a north-south motivating.” a disruptive product featuring extreme miniaturization and a previously direction. A wildlife overpass was built between Suhr and Gränichen unachieved ability to provide continuous and autonomously generated patient to facilitate use of the wildlife corridor in the vicinity of the A1 freeway. The interdisciplinary project Olivia Champion from Helbling data to medical professionals. team at Helbling Technik was Beratung + Bauplanung Our Contribution constituted from multiple devel- supervised the project for the Our Contribution – Support of FEDRO during all project phases opment centers and featured entire duration from 2013 to Helbling Technik has developed an ACTIVE (internally powered) and fully – Assistance with the procurement of service providers (project instigators expertise in the fields of project 2021. Martin Gähwiler and AUTONOMOUS (automatically functioning) wireless implantable pressure for the “implementation project to commissioning,” landscape architect, and medical quality manage- Gregory Hemmen contributed sensor that allows physicians to target preventive interventions and stratify and surveying and geotechnical services phases) ment, systems engineering, their valuable experience and disease progression. These devices generate large amounts of data, – Coordination of planners and third parties regarding all planning concerns mechanics, microtechnologies, support, greatly benefiting the actionable in the short term and predictive in the long term. The rich data – Preparation of higher-level decisions electronics, software, embed- project. stream is processed within a cloud data infrastructure (also developed – Development and management of project and contract control (costs, ded software, cybersecurity, by Helbling Technik) by artificial intelligence to provide new diagnostics and deadlines, services) over the entire project physics, optics, material sci- disease management insights for the delivery of better, more personalized, – Assessment of all project results ence, and usability engineer- and cost-effective healthcare. – First escalation level during realization ing. The team was enriched – Assessment of all supplementary services (services and construction) by medical doctors, clinical and manufacturing specialists from our international partner network. Results / Achievements Results / Achievements Pre-clinical prototypes and the data infrastructure were developed and The interrupted wildlife corridor was reunited. The wildlife overpass contrib- tested within eleven months. The promise of this technology has been utes to the wide-scale networking that is important for the genetic exchange successfully demonstrated in a three-month animal study. within and between wildlife populations. 16 17
responsAbility Investments AG – Client V-ZUG AG – PLM platform for the future representative for platform arena tenant fit-out Helbling Beratung + Bauplanung was engaged to support responsAbility For many years now, Helbling PLM Solutions has cooperated with V-ZUG, the Investments AG during its tenant fit-out at Zurich HB, the main railway station. leader for household appliances on the Swiss market, during developments Helbling acted as the client representative, being involved from the initial idea in the PLM area. Together, they established the comprehensive PLM platform and project realization through to the opening of the new headquarters. as a backbone for engineering. Daniel Büchele, Dipl.-Ing. Gebäudeklima- Michael List, Dipl.-Ing. ETH, Senior tik/-Technik, EMBA HSG, Competence PLM Consultant, Senior Vice President, © offconsultraumkonzepte Manager, Helbling Beratung + Bauplanung, Helbling PLM Solutions, Zurich, Switzerland Zurich, Switzerland “Working together “The success of PLM with the client to at V-ZUG is down develop and realize to the realization of a sustainable and ideas together and Overview Overview innovative solution The new responsAbility Investments AG headquarters have been created V-ZUG develops and manufactures in Switzerland. In order to ensure the continual expansion tailored to the directly on platform 18 of Zurich Main Station. Helbling Beratung + Bauplanung continued provision of innovation and quality and to keep costs under control, of the development requirements of the was commissioned as the client representative for the tenant fit-out. The proj- despite rising levels of complexity, V-ZUG places its trust in digitization from platform.” ect involved taking innovative steps in modern working methods into account the development phase to production. The successful upgrade of the com- organization was while giving suitable consideration to high sustainability requirements. prehensive PLM platform means that the company is ready to face future a pure joy.” developments and challenges. Consisting of customer line Our Contribution managers with access to Client representation Our Contribution appropriate resources and With many years of experience Helbling PLM specialists, the – Representation and advising of the client in all construction questions Helbling PLM Solutions has acted as a consultant for V-ZUG over many years in the area of innovative and project team is a significant – Client representation in dealings with SBB, the building owner of cooperation, addressing conceptual and methodological issues relating future-oriented office fit-outs, success factor for projects. – Development of the office concept approach to PLM and the PLM platform – from development to manufacture and the the team from Helbling Consultants, project managers, – Development of the project structure and project organization integration of third-party systems. Products from Dassault Systèmes have Beratung + Bauplanung was application developers, and – Compilation of the project requirements specification and project manual been employed for more than 25 years. Platform processes are continually ideally equipped to provide hotline technicians are all – Determination of the planning and award procedures inspected in this regard with, for example, adaptations being made to new responsAbility Investments AG employed by Helbling PLM – Procurement of all planners, including all required specialists options during functional upgrades. This ensures the successful continuous with the best-possible support Solutions. This close collabora- – Procurement of workflow analyses and change management development of the PLM platform. One major task last year was an upgrade over three and a half years tion is born of trust and evident – Coordination of the planning team, specialists, interface monitoring, of the platform through six releases that was successfully realized in a during the design and imple- at all levels from management user groups, and user representatives single operation. The PLM team receives support in this respect when it mentation of its visions for through project managers to – Participation in construction meetings and on-site quality assurance comes to operational questions. its new headquarters. users. It provides an important basis for successfully mastering Results / Achievements challenges. Results / Achievements The result is an established PLM system throughout the development Development of an office concept based on the client’s visions that func- process, from requirements and variant management to design, BOMs, tions according to the activity-based working model and optimally supports documentation, and CAM. More than 400 users are working on the the client’s organization in terms of strategy and working methodology. 3DEXPERIENCE® platform. 18 19
Helbling Technik – Innovation, together we do it Helbling Business Advisors – Your experts for corporate finance, strategy, operations, and digitalization We are independent partners for R&D services, supporting our clients in close cooperation We advise companies on matters of strategic and operational importance and on effective ways to achieve a competitive advantage and added business value through strategic innovation. of future-proofing their businesses. On the basis of our comprehensive consulting expertise, This support ranges from the initial idea and verification of the technology to the marketable we develop solution concepts that improve the competitiveness and profitability of our clients product. on a sustainable level. Sectors & services Tasks The demand for innovation continues unabated around the Strategy Corporate Finance / Strategy, Operational Excellence, Digital – Home, office & catering – Brainstorming world. Technological progress, internationalization and intercon- – Growth strategy Business Transformation Transformation appliances – Advance development (tech- nection of markets, regulatory obligations, cost pressure and – Sales strategy – Turnaround concepts Through our services reviewing and redesigning company strate- – Production machinery nology & feasibility studies) expectations with regard to sustainability are placing ever more & offensive & implementation gies and organizational structures, we help our clients achieve & automation systems – Technology development demands on successful products. In these circumstances, our – Market & customer insight – Restructuring reports differentiated competitive positions and generate profitable – Industrial equipment & tools (finding solutions, model- clients need to be able to continue operating reliably and realize (IDW S6) growth. In addition to achieving rigorous cost and process optimi- – Medical technology ing & simulation, proof of their technological and product innovation projects in collabora- Operational Excellence – Liquidity planning zation, our services in the field of operational excellence primarily – Diagnostic & laboratory concept) tion with operational R&D development service providers, – Supply chain management & management boost effectiveness and efficiency along the entire value chain. systems – Product development particularly during the Covid-19 crisis. We are well prepared to – Production planning – Business planning Our focus during a digital transformation is always on the benefit – Mechatronics & robotics (concept, proof of efficacy meet this challenge with our business model and a wealth of & optimization & Financial modeling for the client. We support our clients during development and – Optic systems & proof of safety, experience in building and maintaining successful partnerships, – Product Lifecycle shaping of the digital strategy, the business model, and the digital & microtechnologies serviceability, design, including at a geographic distance. At seven locations in Management Mergers & Acquisitions / target operating model. During this, we place enormous impor- – Software engineering prototypes) Switzerland, Germany, the USA, and China, 42 specialized, Financial Advisory tance on the development and implementation of feasible and & information technologies – Experimental examination, business-driven development teams work together in a service Digital Transformation – Acquisition & sale of measurable value-adding solutions. – Modeling, calculation testing & proof of perfor- partnership with a professional design and laboratory infrastruc- – Target operating model companies & simulation mance ture. Even during lockdown, we realized interdisciplinary – Digitization of – Succession planning Corporate Finance, Business Transformation, – Transport & mobility – Design transfer (industri- projects without interruption, from the initial idea right through main processes & solutions M&A, Financial Advisory – Energy & intelligent alization, manufacturing to series production. – SAP S4/HANA transfor- – Management buy-outs We develop effective strategic realignment and future-proofing infrastructure documents, support of mation & buy-ins concepts, and assist our clients in consistently implementing the – Plant planning & production procurement, installation & We are deeply motivated by the idea of successful products, sat- – IT management – Due diligence, assessment corresponding measures or introducing new business and man- optimization commissioning, deployment) isfied clients, and employees who enjoy their work. In this regard, & solutions & capital procurement agement models. Our M&A experts boast a winning combination – Ideation – Design verification we attach equal importance to innovative strength, implementa- of transaction experience, industry expertise, and creativity, – Embedded software – Project & risk management tion competence, reliability, and discretion. We carefully combine which in turn enables them to achieve true execution excellence. & electronics our proven development and project management methods As a partner of Corporate Finance International, we also perform – Industrial design & usability in a careful, measured fashion with agile approaches to meet global transactions and have access to investors around the increasing demands for flexibility. Simultaneously, we ensure high world. performance and adherence to deadlines and costs. 20 21
Helbling Beratung + Bauplanung – Your partner for real Helbling PLM Solutions – Your partner for the digital estate, industrial, and infrastructure projects innovations process We lead complex real estate, industrial, and infrastructure projects to success. Energy-re- IT solutions for innovation and interdepartmental collaboration within companies: We offer lated services round off our portfolio. Our almost 50 employees stand for interdisciplinarity, our clients consulting competence, implementation expertise, and integration services, drawing objectivity, and the creation of client benefits. on the broad and in-depth knowledge of our employees. Services Our world is the project business in the sphere of buildings and facilities PLM Consulting Product Lifecycle Management – Energy concepts for clients from the real owned by public and private owners from a vast range of sectors. With – Project management We are a leading provider of product lifecycle management services and estate & industry sectors our experience and expertise, we are able to transform complex tasks into – Coaching software solutions. We seek to facilitate collaboration that is interdisciplinary, – Building services engineering, general sustainable solutions in a high-quality, specific, and competent manner. The – Expert reports, audits & analyses cross-location, efficient and clear, from the product development phase planning, BIM coordination for real broad experience background of our employees builds the basis for our – Organizational consulting through to production. The demands of digitalization, IoT, and Industry 4.0 estate & industrial clients services, which we provide close to the decision makers – both in advising – Process optimization remain high. Over the past fiscal year, our specialists successfully designed, – Development of new services for and representing clients and in comprehensive planning and consulting – Methods / solution concepts configured, and commissioned corresponding solutions for numerous manufacturing companies in the food in the field of energy and building services engineering. We also provide our – IT architecture / infrastructure well-known customers. & consumer goods industry clients with competent support in the development of sites and locations. – Project definition, master plan / feasibility PLM Solutions A large proportion of these projects was based on the pioneering study, market and location analysis, Helbling Beratung + Bauplanung acts as an independent company. This Product-based concept development 3DEXPERIENCE® platform developed by our partner Dassault Systèmes – architectural competition and study ensures that our clients enjoy objectivity, an unrestricted focus on their and implementation: a system in whose implementation we played a leading role. Our clients contract, evaluation and transaction for needs and thus freedom of action. We provide our services to our clients – 3DEXPERIENCE® platform include companies from the high-tech, aerospace, vehicle construction, real estate & industrial clients in a spirit of partnership. This enables us to focus fully on their respective (on-site / in-cloud) and mobility industries, as well as from mechanical engineering, plant – Project management for construction buildings and plant facilities, and to then achieve convincing results with – CATIA engineering, and construction sectors. With many of them we maintain project owners, representation of signature characteristics. – ENOVIA long-term partnerships. The cooperation is characterized by personal care construction project owners, user and – SIMULIA and close working realtions. In addition to consulting, sales, and solution operator representation for clients from – DELMIA adaptations, this includes above all ongoing support in operations. the real estate, industrial & infrastruc- – SmarTeam ture sectors – Client consulting and support, BIM con- PLM Service sulting, studies, compiling expert reports – Training seminars and guidelines in an executive capacity – Support (on-site & via hotline) for real estate & infrastructure clients – Company-specific additional – Status analysis / technical due diligence development work for real estate & industrial clients – CAM post-processors – Outsourcing of system management 22 23
Global Spectrum of Experience Our Locations Dusseldorf Stuttgart Munich Aarau Wil Bern Zurich Boston San Diego Shanghai Switzerland USA Helbling Holding AG Helbling PLM Solutions Helbling Technik GmbH Helbling Precision Hohlstrasse 614 Hohlstrasse 614 Leonrodstrasse 52 Engineering Inc. CH-8048 Zurich CH-8048 Zurich DE-80636 Munich 625 Massachusetts Ave, +41 44 438 17 11 +41 44 986 39 39 +49 89 459 29 250 Cambridge, MA 02139 USA Helbling Technik AG Helbling Business Advisors AG Helbling Business +1 617 475 1560 Schachenallee 29 Hohlstrasse 614 Advisors GmbH CH-5000 Aarau CH-8048 Zurich Leonrodstrasse 52 Helbling Precision +41 62 836 45 45 +41 44 743 84 44 DE-80636 Munich Engineering Inc. +49 89 459 29 250 600 B Street, Suite 300 Helbling Technik Bern AG Helbling San Diego, CA 92101 Stationsstrasse 12 Beratung + Bauplanung AG Helbling Business USA Postfach 171 Hohlstrasse 614 Advisors GmbH +1 617 475 1560 CH-3097 Liebefeld-Bern CH-8048 Zurich Königstrasse 27 +41 31 979 16 11 +41 44 438 18 11 DE-70173 Stuttgart China +49 711 120 46 80 Helbling Shanghai Helbling Technik Wil AG Germany Representative Office Hubstrasse 24 Helbling Holding Helbling Business No. 2112 Yanggao Middle Road CH-9500 Wil SG Deutschland GmbH Advisors GmbH Room A305, JieLong Park +41 71 913 82 11 Leonrodstrasse 52 Neuer Zollhof 3 Pudong Shanghai, PC200135 DE-80636 Munich DE-40221 Dusseldorf +86 21 508 179 29 Helbling Technik AG +49 89 459 29 250 +49 211 137 07 0 Hohlstrasse 614 CH-8048 Zurich +41 44 438 17 01 Helbling Group 24 Valuable through Innovation
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