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by Proximo Consulting Services
                   April, 2010
   Proximo Consulting Services is an information
         technology services firm
        We specialize in helping our clients do more
         with less
        Our products and services are used by
         companies in many verticals to maintain
         information that is necessary to run their
         organizations
        Be it gathering, accessing, communicating, or
         supporting your information and the systems
         it runs on, we can help
Proximo Consulting Services, Inc.
Confidential
Copyright 2011
   Founded in 1997
         Our firm has a staff of about 20 people
          ◦ 90% of staff involved in implementation
         Historical Growth Rate of 10%
         Headquarters: New York City
         Offices in Atlanta, DC, and LA
         Certified LGBT-owned business through
          National Gay & Lesbian Chamber of
          Commerce


Proximo Consulting Services, Inc.
Confidential
Copyright 2011
Consumer Focused                             Health
         L’Oreal                                  Catalyst Health Solutions
         Volvo                                    Center for Disease Control
         New Balance                              American College of
                                                    Cardiology
         Financial Times
                           Finance                   Non-Profit / Association
         Moody’s Investor Services               Food Bank for New York City
         First Data                              International Copper
         Citibank                                 Association
         Deutsche Bank                           Personal Care Products Council
                    Travel & Hospitality                        Other
                                                  Ernst & Young
         Wyndham Worldwide
                                                  Oracle
         Intercontinental Hotel Group
                                                  Stora Enso
         Shell Vacations Club
                                                  Ingersoll Rand
Proximo Consulting Services, Inc.
Confidential
Copyright 2011
   Our offering is both service and software
         We use data mining and modeling techniques
          and tools from regression to decisions trees
          and neural networks
         Proprietary data mining and modeling
          software called GMAXTM, which is powered by
          a machine learning technique called “genetic
          programming”



Proximo Consulting Services, Inc.
Confidential                                             5
Copyright 2011
   Automatically mixing, matching and testing
          new combinations of data variables
         GMAXTM automates this laborious and often
          manual and subjective tasks of data testing,
          variable selection, creating new variable
          combinations and model algorithms
         Exponential "lift" (predictability) and insight
          can be gained from the best competitive
          advantage you have - your own data


Proximo Consulting Services, Inc.
Confidential                                                6
Copyright 2011
Proximo Consulting Services, Inc.
Confidential                        7
Copyright 2011
Proximo Consulting Services, Inc.
Confidential                        8
Copyright 2011
   We enable you to see the strength of individual
          variables as well as powerful new combinations
          that help you better understand drivers. “Lift” is a
          measure of predictability.
          Variable                                   Lift
          Commissions earned                         375
          High face amounts on policies              352
          Mix of business sold                       240
          Sales to first time customers              205
          Ratio of policies issued to price quotes   200
          Rate of underwriting approval              190
          Weeks since last activity                  188
          Multiple product sales to same client      170
          High retention rate for policies           167
          Policies denied in underwriting process    153

Proximo Consulting Services, Inc.
Confidential                                                     9
Copyright 2011
Mem ID     Donor PRB    PERCENTILE    INDEX   Mem (Member) ID
          1684171001      0.329025      0.489929     143   Internal ID from source database.
          1665858008      0.306879     13.549265     134
           478465002      0.294251     22.906914     128   Donor PRB(ability)
            30611002      0.283676     31.268373     124   This is the “Score” that comes out of our model.
          1676612008      0.27209      43.249863     119   There is one score for each member ID. The score
          1659517008      6
                          0.259039     51.453457     113   will be between zero and one. The higher the value
          1664659001      0.253872     55.367447     111   of this number, the better the lead is in terms of
          1659797008      0.246489     58.524769     107   likelihood to donate.
            70549001      0.244217     60.087101     106
           151719002      0.238843     61.937943     104
                                                           Percentile
                                                           This is the percentile ranking within the supplied
          1660616001       0.22861     67.283615     100
                                                           file (lead list) for that particular member ID
          1674806001      0.212031     74.676102      92
                                                           number. The percentile starts at zero (best) and
          1669600001      0.210859      75.87915      92   goes to one hundred (worst). E.g. The records that
          1571245001      0.206774     78.034843      90   have values between zero (0.00) and ten (10.0)
          1601946001      0.205258     79.559067      89   comprise the top ten percent of the records in the
          1679754001      0.204013       81.1595      89   file that was scored, in terms of their likelihood to
           914045001      0.198669     85.557976      87   attend the conference.
          1682935008      0.194388     93.075668      85
           146766003      0.194388     93.075668      85   Index
          1679487003      0.194037     93.837784      85   This value compares the Donor PRB value of the
          1683303001      0.193554     94.485573      84   member ID against the average Donor PRB value for
          1663675001      0.193312     94.681549      84
                                                           the file. An “average” member from the file has an
                                                           index value of 100. (E.g. A record or member with
                                                           an index value of 143 would be considered to be
                                                           43% more likely to donate than the average record
Proximo Consulting Services, Inc.                          on the file).
Confidential                                                                                                  10
Copyright 2011
   Split Validation Modeling
           ◦   Model on half the database
           ◦   Test the model on the other half
           ◦   Compare second half to actual history
           ◦   If those with high scores in the second half actually
               donated, then the model is validated
         Field Testing
           ◦ Focus outreach on top one to three deciles
           ◦ Compare to some outreach on lower-deciles
           ◦ Compare to history, including cost of outreach per
             dollar received

Proximo Consulting Services, Inc.
Confidential                                                           11
Copyright 2011
For more information contact:

      David Ricciardi
      Proximo Consulting Services, Inc.
      dricciardi@proximo.com
      800-236-9250 ext 318




Proximo Consulting Services, Inc.
Confidential                              12
Copyright 2011

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Proximo Analytics Presentation April 2011

  • 1. by Proximo Consulting Services April, 2010
  • 2. Proximo Consulting Services is an information technology services firm  We specialize in helping our clients do more with less  Our products and services are used by companies in many verticals to maintain information that is necessary to run their organizations  Be it gathering, accessing, communicating, or supporting your information and the systems it runs on, we can help Proximo Consulting Services, Inc. Confidential Copyright 2011
  • 3. Founded in 1997  Our firm has a staff of about 20 people ◦ 90% of staff involved in implementation  Historical Growth Rate of 10%  Headquarters: New York City  Offices in Atlanta, DC, and LA  Certified LGBT-owned business through National Gay & Lesbian Chamber of Commerce Proximo Consulting Services, Inc. Confidential Copyright 2011
  • 4. Consumer Focused Health  L’Oreal  Catalyst Health Solutions  Volvo  Center for Disease Control  New Balance  American College of Cardiology  Financial Times Finance Non-Profit / Association  Moody’s Investor Services  Food Bank for New York City  First Data  International Copper  Citibank Association  Deutsche Bank  Personal Care Products Council Travel & Hospitality Other  Ernst & Young  Wyndham Worldwide  Oracle  Intercontinental Hotel Group  Stora Enso  Shell Vacations Club  Ingersoll Rand Proximo Consulting Services, Inc. Confidential Copyright 2011
  • 5. Our offering is both service and software  We use data mining and modeling techniques and tools from regression to decisions trees and neural networks  Proprietary data mining and modeling software called GMAXTM, which is powered by a machine learning technique called “genetic programming” Proximo Consulting Services, Inc. Confidential 5 Copyright 2011
  • 6. Automatically mixing, matching and testing new combinations of data variables  GMAXTM automates this laborious and often manual and subjective tasks of data testing, variable selection, creating new variable combinations and model algorithms  Exponential "lift" (predictability) and insight can be gained from the best competitive advantage you have - your own data Proximo Consulting Services, Inc. Confidential 6 Copyright 2011
  • 7. Proximo Consulting Services, Inc. Confidential 7 Copyright 2011
  • 8. Proximo Consulting Services, Inc. Confidential 8 Copyright 2011
  • 9. We enable you to see the strength of individual variables as well as powerful new combinations that help you better understand drivers. “Lift” is a measure of predictability. Variable Lift Commissions earned 375 High face amounts on policies 352 Mix of business sold 240 Sales to first time customers 205 Ratio of policies issued to price quotes 200 Rate of underwriting approval 190 Weeks since last activity 188 Multiple product sales to same client 170 High retention rate for policies 167 Policies denied in underwriting process 153 Proximo Consulting Services, Inc. Confidential 9 Copyright 2011
  • 10. Mem ID Donor PRB PERCENTILE INDEX Mem (Member) ID 1684171001 0.329025 0.489929 143 Internal ID from source database. 1665858008 0.306879 13.549265 134 478465002 0.294251 22.906914 128 Donor PRB(ability) 30611002 0.283676 31.268373 124 This is the “Score” that comes out of our model. 1676612008 0.27209 43.249863 119 There is one score for each member ID. The score 1659517008 6 0.259039 51.453457 113 will be between zero and one. The higher the value 1664659001 0.253872 55.367447 111 of this number, the better the lead is in terms of 1659797008 0.246489 58.524769 107 likelihood to donate. 70549001 0.244217 60.087101 106 151719002 0.238843 61.937943 104 Percentile This is the percentile ranking within the supplied 1660616001 0.22861 67.283615 100 file (lead list) for that particular member ID 1674806001 0.212031 74.676102 92 number. The percentile starts at zero (best) and 1669600001 0.210859 75.87915 92 goes to one hundred (worst). E.g. The records that 1571245001 0.206774 78.034843 90 have values between zero (0.00) and ten (10.0) 1601946001 0.205258 79.559067 89 comprise the top ten percent of the records in the 1679754001 0.204013 81.1595 89 file that was scored, in terms of their likelihood to 914045001 0.198669 85.557976 87 attend the conference. 1682935008 0.194388 93.075668 85 146766003 0.194388 93.075668 85 Index 1679487003 0.194037 93.837784 85 This value compares the Donor PRB value of the 1683303001 0.193554 94.485573 84 member ID against the average Donor PRB value for 1663675001 0.193312 94.681549 84 the file. An “average” member from the file has an index value of 100. (E.g. A record or member with an index value of 143 would be considered to be 43% more likely to donate than the average record Proximo Consulting Services, Inc. on the file). Confidential 10 Copyright 2011
  • 11. Split Validation Modeling ◦ Model on half the database ◦ Test the model on the other half ◦ Compare second half to actual history ◦ If those with high scores in the second half actually donated, then the model is validated  Field Testing ◦ Focus outreach on top one to three deciles ◦ Compare to some outreach on lower-deciles ◦ Compare to history, including cost of outreach per dollar received Proximo Consulting Services, Inc. Confidential 11 Copyright 2011
  • 12. For more information contact: David Ricciardi Proximo Consulting Services, Inc. dricciardi@proximo.com 800-236-9250 ext 318 Proximo Consulting Services, Inc. Confidential 12 Copyright 2011