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Traffic-light-tool®
Systematic Change Management for the sustainable
    and measurable success of change projects
Executive Summary


     §  Enhanced company’s success through this integrated systematic online tool with
         pragmatic analysis, eLearning and action plan controlling for change projects

     §  Measurable and sustainable success of (qualification) measures via a small
          investment that is paid off many times by the improvements achieved

     §  Higher ROI of (training) projects through sensitization of participants, selection of the
          necessary steps and information for trainer and coach in advance as well as continuous
          follow-up on agreed activities

     §  Wide choice of application in employee development, (customer) potential analysis,
          assessment center, mystery shopping, improvement measures controlling

     §  Collaboration with many specialized partners e.g. Agency for Neuroscientific
          Education as well as Fulfillment of DIN & ISO norms

     §  Excellent experience since 2005 in ten countries & five languages with the patented
          Traffic-Light-Tool® e.g. with Porsche, Deutsche Bank (> 5,000 evaluations already)




www.traffic-light-tool.com                                                                           2
Time to change! – necessary new ways

                                                               Successful change with
             6 sins of classic training / change
                                                                 Traffic-Light-Tool®



              1 – ‘Standard entertrainment’                1 – ‘Really tailor-made analysis“
        (old favorite subjects & jokes of trainer)          (project specific questionnaire)

           2 – ‘I have no real expectations’                   2 – ‘Early involvement’
       (no upfront sensitization of participants)           (360° analysis of participants)

                      3 – ‘My boss sent me’              3 – ‘Individual improvement potentials’
               (little involvement / motivation)        (personal change priorities & bookings)

          4 – ‘Once here and gone afterwards’               4 – ‘Successful implementation’
           (missing follow-up on action plan)          (online action plan controlling & eLearn)

            5 – ‘No exchange with anyone’                      5 – ‘Systematic support’
         (no support of manager & colleagues)           (Integration of manager & colleagues)

                6 – ‘Success not measurable’               6 – ‘I can see my improvements’
                  (change results not clear)            (comparison competences before-after)



www.traffic-light-tool.com                                                                         3
Fields of application

    The use of the Traffic-Light-Tool® is universal & flexible, concerning the content of the
    analysis and improvement activities controlling as well as the industry.



        §  Leadership competencies

           analysis
                                                                         §  Automotive industries
        §  Employee / coachee analysis

        §  360°- feedback
                                                                         §  (Financial) services
        §  Mystery shopping analysis

        §  Customer potential analysis                                  §  Retail

        §  Assessment center
                                                                         §  Industrial goods
        §  Employee / customer

           satisfaction surveys
                                                                         §  (Premium) consumer goods
        §  Further analyses and

           measures controlling
           depending on requirements



www.traffic-light-tool.com                                                                              4
Comparison with other development instruments

     The Traffic-Light-Tool® – in comparison with other analysis & development
     instruments – is a flexible, cost-effecitve and measurably successful change tool.

                                              Fitting
                                           competen        Measuring                                        Integrated                      Pragmatic
                             Analysis of                                      Flexible       Long-term                         Bench-                          Scientific
                                           ceanalysis      (business)                                         online                        approach/
                              attitude                                        options        experience                        marks                            proove
                                              (work         success                                           system                       visualisation
                                            situation)


                                           Actual                                                           §  Tests
                                                          Before- After-
                                           analysis of                                                          (before
                                                          comparison of:
                                           behaviour                                                            & ! after)
         Traffic-                                         - qualitative    §  Industry                                                    Red / Yellow /
                             Motivation,   (e.g. how                                                        §  Seminar       Comparis                       Bachelor
                                                          competence       §  Company                                                     Green – easy
          Light-             experience,   well does
                                                          improvements     §  Department
                                                                                             7 years and
                                                                                             over 5,000
                                                                                                                booking       on with
                                                                                                                                           to understand
                                                                                                                                                             thesis
                             concerns /    the sales                                                        §  Feedback      other TLT®                     University St.
          Tool®              fears
                                                          &                §  Level         evaluations
                                                                                                                              projects
                                                                                                                                           for everybody
                                                                                                                                                             Gallen (CH)
                                           consultant                                                       §  eLearning
                                                          - quantitative   §  Participant                                                 internationally
          (TLT)                            solve
                                                          KPIs like
                                                                                                            §  Action
                                           customer                                                             plan
                                                          discount rate
                                           objections)                                                          controlling



          Other
      (personality)                        No direct      Mostly once
                                                                                                                                           Complex
                                           reference to   and no
        tests like           Types,
                                           necessary      relation to
                                                                                                                                           scales
                                                                                                                                                             Mostly
                             values,                                                         Very           Only once         Diverse      1-10(0) – what
          DISC,                            competenc      quantitative     Only standard                                                                     psycho-
                             motivation,                                                     different      analysis of       data         is the
        Insights,                          es and         Key              (1 for all)                                                                       logical
                             strengths &                                                     (new to old)   status quo        bases        difference
                                           behaviour /    Performance                                                                                        models
      MSA, MBTI,             weaknesses
                                           daily          Indicators of
                                                                                                                                           between 78
                                                                                                                                           and 83?
         Golden                            working life   the company
         Profiler


www.traffic-light-tool.com                                                                                                                                                    5
Select customer opinions

      ‘With the Traffic-Light-Tool® we really got deep into attitudes, thinking patterns as well as
      strengths and weaknesses in the daily working routines of our employees. In connection
      with the ‘hard’ Key Performance Indicators like average discount rate we were able to
      completely open up all involved people, define and implement necessary changes and
      clear activities in all relevant areas of work.’ Markus Hermes, Manager of a subsidiary with 140 employees,
      Furniture Ostermann


      ‘This stable, web-based system is understood intuitively because of its success-proven
      methodology based on many years of experience. The controlling login offers at any time a
      glance into the status quo of answer rate, (anonymous) results and needed activities. Our
      board of management was very satisfied with the results and defined measures.’ Martina
      Maletz, Retail Competence Development, Volvo Car Germany


      ‘This new, structured approach has enthused our colleagues from the beginning onwards,
      as they were involved early in the process including their needs and wishes for the
      qualification project. They were more sensitized as well as more motivated. Therefore we
      recommend very much the program and team and are looking forward to the already
      decided follow-up project.’ Martin Wittler, Director Major Accounts Germany, Office Depot GmbH

       ‘A tool should not only fit to the specific needs but also be implemented very easily. It was
      impressive how quickly and efficient our employees worked out a clear and relevant
      picture of the current dedicated situation with Traffic-Light-Tool® .’
      Armin Herla, Director Stakeholder & Service Intelligence, First Vice President, HypoVereinsbank - Member of UniCredit

www.traffic-light-tool.com                                                                                                    6
Client success stories with the Traffic-Light-Tool®

    In this exemplary client success story, the share of strengths has
    improved by 56 percent 14 months after the project’s end.


                                Training need analysis
       Competence analysis before project                           Competence analysis after project
                                 3%                                                   2% 5%
                                      14%
                                                                                                21%


                        46%

                                            37%
                                                                               72%




                                      Success controlling
                         Usable strength    Medium-term potential    Urgent training need     No reply
www.traffic-light-tool.com                                                                               7
Overview: Integrated Traffic-Light-Tool® System

     The online Traffic-Light-Tool® system offers a holistic structured Change Management with
     only one single sign-on of the individual participants.



        Basic                                                                Optional

  1. upfront                       2.seminar                                 4. action plan                         6. follow-
                                                       3. e-learning                             5. feedback
  analysis                         booking                                   controlling                            up analysis


   My questionnaire              My bookings          My E-Learning         My action plan      My feedback     My change results

 Competences,                Dates of diverse      Different additional   Individual action   Participants’     Success
 processes etc. with         seminars,             files, texts,          plans, automatic    satisfaction &    controlling,
 own view and                workshops &           presentations,         reminder-emails     feedback (NPS –   comparison before
 evaluations by              coaching incl.        pictures, mp3,         every 2 weeks to    Net Promotor      - after (scorecard),
 others (up to 360°          locations, links,     podcasts, videos &     chosen recipients   Score),           motivation
 Feedback)                   further information   links




                                         One project, one system, one login!

www.traffic-light-tool.com                                                                                                         8
Exemplary Program Design


      Kick-off               Online upfront               WORKshop-                 Individual              Online Follow-
     Workshop                    analysis                 modules (WS)              Coaching (C)              up analysis
                             Traffic-Light-                                                                 Traffic-Light-
                                  Tool®                                                                          Tool®

                                                            Implement
      KICK-OFF                                       WS                 WS                C




§  Information              §  Online execution   §  Multiple WORKshop       §  Individual Coaching     §  Same
    concerning the           §  Own evaluation         modules with            §  Learning Tandems            questionnaire as
    complete                 §  Optionally 3-4         implementation phases   §  Content depends on          upfront analysis
    change program               anonymous              in-between                  individual coachee’ s   §  Direct
§  Involvement of               evaluations from   §  Content depends on          results of upfront          comparison and
    management                   others                 WORKshop groups’            Traffic-Light-Tool®         visualization of
§  Motivation               §  Results for            results of upfront           analysis                   improvements
§  Introduction of              individuals and        Traffic-Light-Tool®                                     for sustainable
    Traffic-Light-               groups                  analysis                                               motivation of all
    Tool®                                                                                                       involved parties



                        Online Action Plan Controlling within Traffic-Light-Tool® System
                                                       Maßnahmenmanagement Ampeltool®
                     Online feedback / eLearning / bookings within Traffic-Light-Tool® System

www.traffic-light-tool.com                                                                                                     9
Different Evaluation Options

    Next to the self evaluation within the Traffic-Light-Tool® analysis, a second and third
    opinion from the manager or coach is very advantageous.

                                                Self evaluation:
                                          judgment of own competencies




 Additional evaluation 3:
 Optional feedback from                                                            Additional evaluation 1:
 colleagues and / or                                  360°                         Optional feedback from
 customers (also Mystery                                                           manager or colleagues
 Shopping)




                                             Additional evaluation 2:
                                   Optional feedback from trainer and / or coach


www.traffic-light-tool.com                                                                               10
Exemplary Questions and Answers

    These three examples from different projects show the importance of formulating
    specific and objective answers (whole sentences or percentage of cases).




                                           How many times does the manager hold
                                           dedicated meetings with each employee?

               < Once per month                        2-3 times per month              > Once per week



                                            How often does the sales or service
                                           employee lead the conversation through
                                             targeted and structured questions?

          Seldom (<          25 % of all cases)   Sometimes (25-75 % of all cases)   Often (> 75 % of all cases)




www.traffic-light-tool.com                                                                                         11
Comparison of Results

    The results of the Traffic-Light-Tool® self evaluation and the feedback from others
    show consensus and differences, being the important basis for further
    discussions.

      Example
                                           Needs           Value                   Up- und
       Selling               Conquest                                  Closing                   Retention
                                        investigation   presentation             Cross-Selling
        Skills




         Self
      evaluation




     Feedback
     evaluation
     (e.g. from
      manager)




www.traffic-light-tool.com                                                                                   12
Examples of Results Presentation

    The Traffic-Light-Tool® offers a wide variety of already implemented
    graphic solutions for presenting the results of the analysis.


                                                                               70
                                                                               60
                                                                               50
                                                                               40
                                                                               30
                                                                               20
                                                                               10
                                                                                0
                                                                            -­‐10
                                                                            -­‐20
                                                                            -­‐30
                                                                                    2008     2009   Veränderung

                      Heat map                               Ranking                       Changes
                             -
                -




                        House                         Regional comparison                  Scorecard

      NB: Further graphic solutions like pie charts are available.


www.traffic-light-tool.com                                                                                        13
Benchmarking of Results

    Next to the comparison before-after the project, we can contrast results with
    benchmarks from thousands answers of other projects – e.g. per industry and topic.


                                      Self evaluation        Evaluation from              Total results
                                                                 others
                                            1%                                                    9%
                                                               17%
  Example 1: Sales                                                              23%

  consultants                                                                           40%
                                                       47%
  Industry: Automotive              52%

  Topic: Negotiation skills                                                                            51%

                                                                     60%



                                                                           6%                    8%
                                                 11%
  Example 2: Managers
                                                                                  27%                   29%
  Industry: overall
  Topic: overall                     56%               33%
                                                                                        63%
                                                             67%




www.traffic-light-tool.com                                                                                    14
Your Online Demo Access

    Our website www.ampeltool.net provides you with a good overview of the prag-
    matic, easy to use operating mode and result diagrams of the online version.



                                               Your demo access:
                                               www.ampeltool.net
                                                User ID: demoen
                                                 Password: tlt




          demoen

          tlt




www.traffic-light-tool.com                                                         15
Selected Customers
    Many large international enterprises as well as Small & Medium Businesses already had an
    excellent project experience with the Traffic-Light-Tool®.




www.traffic-light-tool.com                                                                     16
Value Proposition

    The intuitively understandable and pragmatic methodology of the Traffic-Light-Tool®
    creates a grand advantage and value for all involved parties.


                                                 Value proposition for company and HR department:
                                                 §  Higher sustainability of improvement actions and projects
                                                 §  Better measurability of success
                                                 §  Efficient use of resources

           Urgent improvement need               Value proposition for participants:
                                                 §  Specific competence analysis (self-evaluation & feedback)
                                                 §  More sensitization towards the change needs
                                                 §  Particular support in using individual potentials

                    Mid-term potential           Value proposition for manager:
                                                 §  Systematic feedback for employees & closer dialogue
                                                 §  Structured picture about the possibilities of the team
                                                 §  Detailed controlling of action plans and change process

                      Useful strength
                                                 Value proposition for trainer and coach:
                                                 §  Innovative concept within change management activities
                                                 §  Targeted measures and improvement activities
                                                 §  Improved feedback about the success of the project


www.traffic-light-tool.com                                                                                       17
Please contact us




                               Michael Raich
                               Unternehmensberatung
                               Eulenmühle
                               D-55218 Ingelheim, Germany
                               Tel: +49 (0)163 6518029
                               info@ampeltool.net
                               www.traffic-light-tool.com




www.traffic-light-tool.com                                  18

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Traffic Light Tool Presentation 2013

  • 1. Traffic-light-tool® Systematic Change Management for the sustainable and measurable success of change projects
  • 2. Executive Summary §  Enhanced company’s success through this integrated systematic online tool with pragmatic analysis, eLearning and action plan controlling for change projects §  Measurable and sustainable success of (qualification) measures via a small investment that is paid off many times by the improvements achieved §  Higher ROI of (training) projects through sensitization of participants, selection of the necessary steps and information for trainer and coach in advance as well as continuous follow-up on agreed activities §  Wide choice of application in employee development, (customer) potential analysis, assessment center, mystery shopping, improvement measures controlling §  Collaboration with many specialized partners e.g. Agency for Neuroscientific Education as well as Fulfillment of DIN & ISO norms §  Excellent experience since 2005 in ten countries & five languages with the patented Traffic-Light-Tool® e.g. with Porsche, Deutsche Bank (> 5,000 evaluations already) www.traffic-light-tool.com 2
  • 3. Time to change! – necessary new ways Successful change with 6 sins of classic training / change Traffic-Light-Tool® 1 – ‘Standard entertrainment’ 1 – ‘Really tailor-made analysis“ (old favorite subjects & jokes of trainer) (project specific questionnaire) 2 – ‘I have no real expectations’ 2 – ‘Early involvement’ (no upfront sensitization of participants) (360° analysis of participants) 3 – ‘My boss sent me’ 3 – ‘Individual improvement potentials’ (little involvement / motivation) (personal change priorities & bookings) 4 – ‘Once here and gone afterwards’ 4 – ‘Successful implementation’ (missing follow-up on action plan) (online action plan controlling & eLearn) 5 – ‘No exchange with anyone’ 5 – ‘Systematic support’ (no support of manager & colleagues) (Integration of manager & colleagues) 6 – ‘Success not measurable’ 6 – ‘I can see my improvements’ (change results not clear) (comparison competences before-after) www.traffic-light-tool.com 3
  • 4. Fields of application The use of the Traffic-Light-Tool® is universal & flexible, concerning the content of the analysis and improvement activities controlling as well as the industry. §  Leadership competencies analysis §  Automotive industries §  Employee / coachee analysis §  360°- feedback §  (Financial) services §  Mystery shopping analysis §  Customer potential analysis §  Retail §  Assessment center §  Industrial goods §  Employee / customer satisfaction surveys §  (Premium) consumer goods §  Further analyses and measures controlling depending on requirements www.traffic-light-tool.com 4
  • 5. Comparison with other development instruments The Traffic-Light-Tool® – in comparison with other analysis & development instruments – is a flexible, cost-effecitve and measurably successful change tool. Fitting competen Measuring Integrated Pragmatic Analysis of Flexible Long-term Bench- Scientific ceanalysis (business) online approach/ attitude options experience marks proove (work success system visualisation situation) Actual §  Tests Before- After- analysis of (before comparison of: behaviour & ! after) Traffic- - qualitative §  Industry Red / Yellow / Motivation, (e.g. how §  Seminar Comparis Bachelor competence §  Company Green – easy Light- experience, well does improvements §  Department 7 years and over 5,000 booking on with to understand thesis concerns / the sales §  Feedback other TLT® University St. Tool® fears & §  Level evaluations projects for everybody Gallen (CH) consultant §  eLearning - quantitative §  Participant internationally (TLT) solve KPIs like §  Action customer plan discount rate objections) controlling Other (personality) No direct Mostly once Complex reference to and no tests like Types, necessary relation to scales Mostly values, Very Only once Diverse 1-10(0) – what DISC, competenc quantitative Only standard psycho- motivation, different analysis of data is the Insights, es and Key (1 for all) logical strengths & (new to old) status quo bases difference behaviour / Performance models MSA, MBTI, weaknesses daily Indicators of between 78 and 83? Golden working life the company Profiler www.traffic-light-tool.com 5
  • 6. Select customer opinions ‘With the Traffic-Light-Tool® we really got deep into attitudes, thinking patterns as well as strengths and weaknesses in the daily working routines of our employees. In connection with the ‘hard’ Key Performance Indicators like average discount rate we were able to completely open up all involved people, define and implement necessary changes and clear activities in all relevant areas of work.’ Markus Hermes, Manager of a subsidiary with 140 employees, Furniture Ostermann ‘This stable, web-based system is understood intuitively because of its success-proven methodology based on many years of experience. The controlling login offers at any time a glance into the status quo of answer rate, (anonymous) results and needed activities. Our board of management was very satisfied with the results and defined measures.’ Martina Maletz, Retail Competence Development, Volvo Car Germany ‘This new, structured approach has enthused our colleagues from the beginning onwards, as they were involved early in the process including their needs and wishes for the qualification project. They were more sensitized as well as more motivated. Therefore we recommend very much the program and team and are looking forward to the already decided follow-up project.’ Martin Wittler, Director Major Accounts Germany, Office Depot GmbH ‘A tool should not only fit to the specific needs but also be implemented very easily. It was impressive how quickly and efficient our employees worked out a clear and relevant picture of the current dedicated situation with Traffic-Light-Tool® .’ Armin Herla, Director Stakeholder & Service Intelligence, First Vice President, HypoVereinsbank - Member of UniCredit www.traffic-light-tool.com 6
  • 7. Client success stories with the Traffic-Light-Tool® In this exemplary client success story, the share of strengths has improved by 56 percent 14 months after the project’s end. Training need analysis Competence analysis before project Competence analysis after project 3% 2% 5% 14% 21% 46% 37% 72% Success controlling Usable strength Medium-term potential Urgent training need No reply www.traffic-light-tool.com 7
  • 8. Overview: Integrated Traffic-Light-Tool® System The online Traffic-Light-Tool® system offers a holistic structured Change Management with only one single sign-on of the individual participants. Basic Optional 1. upfront 2.seminar 4. action plan 6. follow- 3. e-learning 5. feedback analysis booking controlling up analysis My questionnaire My bookings My E-Learning My action plan My feedback My change results Competences, Dates of diverse Different additional Individual action Participants’ Success processes etc. with seminars, files, texts, plans, automatic satisfaction & controlling, own view and workshops & presentations, reminder-emails feedback (NPS – comparison before evaluations by coaching incl. pictures, mp3, every 2 weeks to Net Promotor - after (scorecard), others (up to 360° locations, links, podcasts, videos & chosen recipients Score), motivation Feedback) further information links One project, one system, one login! www.traffic-light-tool.com 8
  • 9. Exemplary Program Design Kick-off Online upfront WORKshop- Individual Online Follow- Workshop analysis modules (WS) Coaching (C) up analysis Traffic-Light- Traffic-Light- Tool® Tool® Implement KICK-OFF WS WS C §  Information §  Online execution §  Multiple WORKshop §  Individual Coaching §  Same concerning the §  Own evaluation modules with §  Learning Tandems questionnaire as complete §  Optionally 3-4 implementation phases §  Content depends on upfront analysis change program anonymous in-between individual coachee’ s §  Direct §  Involvement of evaluations from §  Content depends on results of upfront comparison and management others WORKshop groups’ Traffic-Light-Tool® visualization of §  Motivation §  Results for results of upfront analysis improvements §  Introduction of individuals and Traffic-Light-Tool® for sustainable Traffic-Light- groups analysis motivation of all Tool® involved parties Online Action Plan Controlling within Traffic-Light-Tool® System Maßnahmenmanagement Ampeltool® Online feedback / eLearning / bookings within Traffic-Light-Tool® System www.traffic-light-tool.com 9
  • 10. Different Evaluation Options Next to the self evaluation within the Traffic-Light-Tool® analysis, a second and third opinion from the manager or coach is very advantageous. Self evaluation: judgment of own competencies Additional evaluation 3: Optional feedback from Additional evaluation 1: colleagues and / or 360° Optional feedback from customers (also Mystery manager or colleagues Shopping) Additional evaluation 2: Optional feedback from trainer and / or coach www.traffic-light-tool.com 10
  • 11. Exemplary Questions and Answers These three examples from different projects show the importance of formulating specific and objective answers (whole sentences or percentage of cases). How many times does the manager hold dedicated meetings with each employee? < Once per month 2-3 times per month > Once per week How often does the sales or service employee lead the conversation through targeted and structured questions? Seldom (< 25 % of all cases) Sometimes (25-75 % of all cases) Often (> 75 % of all cases) www.traffic-light-tool.com 11
  • 12. Comparison of Results The results of the Traffic-Light-Tool® self evaluation and the feedback from others show consensus and differences, being the important basis for further discussions. Example Needs Value Up- und Selling Conquest Closing Retention investigation presentation Cross-Selling Skills Self evaluation Feedback evaluation (e.g. from manager) www.traffic-light-tool.com 12
  • 13. Examples of Results Presentation The Traffic-Light-Tool® offers a wide variety of already implemented graphic solutions for presenting the results of the analysis. 70 60 50 40 30 20 10 0 -­‐10 -­‐20 -­‐30 2008 2009 Veränderung Heat map Ranking Changes - - House Regional comparison Scorecard NB: Further graphic solutions like pie charts are available. www.traffic-light-tool.com 13
  • 14. Benchmarking of Results Next to the comparison before-after the project, we can contrast results with benchmarks from thousands answers of other projects – e.g. per industry and topic. Self evaluation Evaluation from Total results others 1% 9% 17% Example 1: Sales 23% consultants 40% 47% Industry: Automotive 52% Topic: Negotiation skills 51% 60% 6% 8% 11% Example 2: Managers 27% 29% Industry: overall Topic: overall 56% 33% 63% 67% www.traffic-light-tool.com 14
  • 15. Your Online Demo Access Our website www.ampeltool.net provides you with a good overview of the prag- matic, easy to use operating mode and result diagrams of the online version. Your demo access: www.ampeltool.net User ID: demoen Password: tlt demoen tlt www.traffic-light-tool.com 15
  • 16. Selected Customers Many large international enterprises as well as Small & Medium Businesses already had an excellent project experience with the Traffic-Light-Tool®. www.traffic-light-tool.com 16
  • 17. Value Proposition The intuitively understandable and pragmatic methodology of the Traffic-Light-Tool® creates a grand advantage and value for all involved parties. Value proposition for company and HR department: §  Higher sustainability of improvement actions and projects §  Better measurability of success §  Efficient use of resources Urgent improvement need Value proposition for participants: §  Specific competence analysis (self-evaluation & feedback) §  More sensitization towards the change needs §  Particular support in using individual potentials Mid-term potential Value proposition for manager: §  Systematic feedback for employees & closer dialogue §  Structured picture about the possibilities of the team §  Detailed controlling of action plans and change process Useful strength Value proposition for trainer and coach: §  Innovative concept within change management activities §  Targeted measures and improvement activities §  Improved feedback about the success of the project www.traffic-light-tool.com 17
  • 18. Please contact us Michael Raich Unternehmensberatung Eulenmühle D-55218 Ingelheim, Germany Tel: +49 (0)163 6518029 info@ampeltool.net www.traffic-light-tool.com www.traffic-light-tool.com 18