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Social Market Research for Charity
       SMRC – www.socialmarketresearchforcharity.org
       aka SMRT – Social Media and Rewards Technology
       Prospectively, the world’s most productive social service
     As seen on Slideshare.net. Opportunities: slide 69; Registration: slide 70
Like us on Facebook, Twitter, LinkedIn , Google+, Pinterest, YouTube or Wordpress
SMRC Market - Partner –
 Sponsor Presentation
1. Key Founder’s BIOS & Mgmt. (slides 3 – 17, 18 – 30, and 31 -32)
2. What is SMRC? / How it Works? (slides 33 - 53)
     (Likes/ Dislikes & How Much => Will Likes (common themes) => Sponsors
     +Qualifications => Opportunities w/o purchase req‘d.)

3. Technologies & Services (slides 54 - 57)
4. Financials: => SMRC services revenues & Donations/Rewards costs
         (from content, research, commerce, networking) --- (slides 58 - 61)

5.   Partners-Sponsors (content/traffic/cause-marketing +equity) /
     Three (3) levels/ rounds of investment opportunities ( slides 62 - 63)

6.   FAQ (64 - 66),Wrap-Up (67 – 68), & Next Actions (69-            71)
Phillip R. Nakata
       Founder SMRC
                                   A 35+ year profile of Best Practice
                                     Industry Leadership, Strategic
                                   Planning, Business & Architecture
                                     Development, Project/Service
                                  Development, & Marketing/Sales for
                                  Interactive Social Web Technologies
                                          & now Philanthropy

Polymath Specializations: AI, Avatars, Configurators, Search, Taxonomy, LMS,
Linguistics, Personalization, Biometrics, Analytics, Business Intelligence, Business
Object modeling, Virtualization, Cloud storage, Pervasive/Wireless technologies,
EAI, Data Security, Privacy, Social Media, ERP/Trade/Procurement services, Charity
Impact analytics, Multi-media, Financial Planning, Sales Automation & Marketing.
Leadership
20+ years leading and managing strategic re-engineering
[to be => as is] initiatives for marketing, relationship
management, business planning, professional services,
project management, software design, development &
integration of leading edge technologies:
   IBM Strategy / Solution consulting as Interim CTO to key CIO’s
   IBM Team leader for IBM migration from proprietary SNA & hardware
   to TCPIP and object/service base revenue models
   Principle/ Partner for CSC National practice contributing over $700
   million in e-Business B2B revenues (supply chain, procurement, futures
   markets)
   Directed task force guidelines on architecture scalability, integration
   security and management of e-business services
   Managed IBM’s auditing teams for enterprise application architecture
   Principle in multiple successful Business Process Reengineering
   redesigns & deployments
Strategic Planning & Business
                Development
25+ years: e-Business strategies & delivery methodologies –
segmenting users, prioritizing/ orchestrating measurable value,
reengineering markets and delivery processes – establishing the
web/ Internet ROI and business plans (designing, building & deploying
many of the largest and most complex projects/ industries in the world):
       Launched the sales automation market in 1986 – SMART – Strategic
       Marketing Technologies as seen in Sales & Marketing Magazine
       Transform the World’s leading financial services WW Field Marketing
       Senior Technology Architect for B2B Industrial “Netmarkets”
       Developed Analysis, Design & Project planning guidelines for
       marketing dozens of technologies
       As IBM CTO, managed IBM’s National Sales Force “Transformation”
       product, technologies and services market
       Broad experience with the most competitive applications in the web,
       application server (content, personalization, workflow, commerce &
       virtual), middleware, EAI, database and security/ directory/ identity
Product Best Practices Development,
         Marketing & Sales
 30+ years: Product/ Service Management of multiple
 software services/ apps (full life cycle, use cases, market
 analysis, segmentation, brand – competition mapping,
 object-service programming, testing, packing, promotion,
 licensing & support (sustainable repeatable process & value):
    Numerous “Best Practices” process and service methodologies
    Developed POC’s B2B architecture & Best Practices Integrating
    enterprise applications to IBM’s main software products
    Managed the migration, configuration and administration
    (including code level performance monitoring) for a leading
    Websphere app.
    Web integration & marketing technology expertise in Open Source,
    XML, pervasive (mobile, wireless), virtual, AI, social and web
    services
Interactive Social, Web & Mobile
          Technologies & Business
20 years: Extensive development and fulfillment expertise in
Internet collaboration, research, marketing, CSR, service
support processes, virtualization, cloud services, web & mobile
video, social media formats, interactive technologies, monetization
(CSR/ research/ trade processing) channels & justification:
      Including group/ forum marketing, blog marketing, collateral
      (article) marketing, RSS, and press releases – since 2002
      PPC model optimization (goal: half cost, double returns) consulting
      since 2004.
      OEM AdWords/AdSource clone and Widgetbox developers
      Experts in Drupal development, Best Practice object development,
      Ajax, XML, Trade/ Commerce, Interactive Mobile Video, Emotion-
      sensing technologies for content, on-line gaming and Cloud/
      Virtualization technologies
      Instructor for IBM application workshops
      Academics in technology & business (marketing & finance)
      Managing Director – 1st Wireless Patent, Leading laptop vendor
Client Industries
Direct sales companies, High tech manufacturers
and OEMs, Realty, Insurance, Brokerage, Financial
   planning, Banking, Retail, Communication
     network providers (ISP’s and ASP’s), IT
    organizations and VARs, Shoes/ footwear,
 Automotive, Defense, Non-profit, News, Health
     care, Food distribution, Tobacco, Steel,
   Publishing, Advertising, Hospitality, Music,
 Pharmaceutical, Paper, Politics, Adult products,
Human resources, Petroleum, Trucking/Logistics,
 Building products, Elastomer plastics, Defense
       and the Consumer goods industries
Client Names
Academic
Wharton School of Business: Concentrations – Strategic Planning
and Decision Sciences
U of P, School of Medical Technology: Concentration:
Hematology
University of Pennsylvania: Concentrations – Natural and Social
Sciences
IBM self-education: Lotus Notes, Project Management, Object
design, Java/J2EE technologies
CSC self-education: Internet Infrastructure, Internet Business
Strategies, Commerce, OO, Java, Catalyst
Multiple corporate and external technical certifications
IBM Instructor/Presenter: E-Business, IT Strategy, Application
Server Architectures and Frameworks, JAVA, XML
Came from one of the first high schools offering computer
courses (Assembly, Cobalt, Basic, Fortran), starting 1968
Professional Experience Outline
  (Dark Green – Most Relevant Experience/Expertise) – 35+ years

Managing Director/Senior Planner: Business Plans, Strategic
Planning/Marketing, Strategic Rating Inc. (Green, Charity)

Internet Marketing/Technology SME : e-Business for Virtual
Markets, Best Practices. RFID, PN&A (social, alt. energy)

Web/Search Architect/Engineer for Advertising & Marketing, AZ
Global Media LLC (consumer watchdog)

J2EE and .Net Migration Project Manager, Info-Experience LLC
(Contract to ADP, IBM technologies) (credit commerce)

Sr. e-Business Software Strategy/Solutions Architect: Application
Integration Middleware, IBM Software Group, IBM Senior
Resources (“Distinguished Engineers”) (premier pervasive Blue )

Practice Partner & Principal/Architect: e-Business NetMarkets
Strategy/Integration/Delivery, CSC (Computer Sciences Corp.)
Professional Experience Outline
Director Internet Consulting and Training (IBM Websphere e-
Business Partner), Navant Corporation (IC/IP, Open Source)
Vice President – Internet Strategy, AON Consulting – (div. Of AON
Group) (reinsurance, benefit admin., IVR, Workflow)
World Wide Architecture Assessment Program Manager (IT
Infrastructure, Raleigh, NC), IBM Sales and Service ($5+B, www)
Chief Technology Officer/Lead Architect (IBM Sales Force
Automation - National Business Practice) (SFT, Reengineer, OO, MM,
Business Intelligence/ Analytics)
Director of Software Development: Field Force Sales Automation,
Spectrum Information Technologies (wireless, configurators)
Group Director/ Product Mgr., Sales Automation Development
(Phila. PA), Reality Technologies Inc. (Reuters) (Prudential WW
Agency Marketing, WealthBuilder by Money Magazine/ commodities)
Professional Experience Outline
Partner, Sales Automation Consultant, Kingswood
Communications (div. Kingswood Group, Inc.) / Applied Sales
Techniques, Inc. (NewsNet, 5 Step Response Mktg.)
Marketing Development Consultant / CEO / Founder –
Direct Response Services (Principle), Applied Sales Techniques,
Inc. (Bank of America: first on-line B2B; Business Credit)
Northwest Regional Sales Manager (Alameda CA), Digital
Microsystems, Inc. (Lockheed, BT, Response Mktg.)
Manager of OEM Development/Technical Support, Vector
Graphics, Inc. (Thousand Oaks CA) (1st & Last Full Line H/S Mfg.)
Sales Engineer, Mathematica/ Martin Marietta Data Systems
(Princeton NJ) (VAD-DB/VAR/Grey Markets, HdwEng, TCP dev.)
Mid-Atlantic Regional Sales Manager, GD Inc. (5 State, 35 man)
(A detailed history is available HERE)
White Papers                  (available by request)

Client White Paper: Proactive Monitoring for Business Service
Levels and Performance Optimization
Client White Paper: WebSphere Version 6 Plugins – Architecture
and Alternative Configurations
Client White Paper: WebSphere / MQ Series Migration Strategies
and Alternatives in a Network Deployment
Co-authored for Redbook pubs: Best Practices for optimized J2EE
development (by artifact class)
White Paper: Extranets, Electronic Commerce and Security
White Paper: Web-based Distributed Computing
White Paper: Middleware and Application Integration
White Paper: on-line vs. Remote Computing
White Paper: Search, Spider and Push Technologies
Strategic white paper "Capturing the Sales Automation Market - a
Business Proposal" to secure funding
Application & Service Components (objects & meta-
            object service frameworks)
                           The CORBA model for distributed
                           computing      defined    the    core
                           application components and service
                           of today’s web. IBM identified the 22
                           core meta-objects (below), brokered
                           to create today’s web services.
Remote Open Source Web Services Development
Personalization for Document Content and Managed Negotiations
                         (Ariba based)
JP D’Zahr: Founder
 AZ Publishing.org

              Brings 20+ years in Online Technologies,
                Digital Imaging, Web Development,
               Online Marketing, Strategic Business
                  Planning, Business Development,
                   Packaging and Design, Content
              Development and Content Management
              for Millions of pages for Authority Web
                sites, Ecommerce and Media Buying
Client Names
JP DZahr’s Digital Stock Images
Founded Digital Zone a Digital Stock Photo Company – The
First Kodak Photo CD Publisher in the World - 1995
JP DZahr’s Award Winning
      Graphic Design and Photography
Was Hired by The Golden Globe Awards Designed the Annual
Presentation 1996 Hollywood Foreign Press Assoc.
Alaska Cruise Lines - Designed Travel Agency Posters - 1996
Photo Electronic Imaging Magazine – Featured on the
Magazine Cover
NBA New Orleans Charlotte Hornets Posters - 1998
JP DZahr’s Corporate Work 1995-1998
 Microsoft – Software Package Design
 Microsoft – Digital Imaging Instructor
 Boeing Commercial Airplanes - Web Developer
 Boeing Military Avionics – Paris Airshow
 Boeing - McDonnell Douglas Merger
JP DZahr’s Corporate Work
Combio Financial Services – Managed the Online Infrastructure
for 250 Financial Banking Institutions 1999 - 2000
JP DZahr’s Corporate Work
LawInfo.com - Marketing Director Law Directory - 2007



                                  “Over the two-and-a-half years,
                                  LawInfo.com has produced over
                                  $1,000,000 in additional
                                  revenues as a direct result of
                                  working with JP and
                                  implementing his strategies and
                                  recommendations. And the best
                                  thing is that most of that money
                                  is pure profit! “

Bill Auger,
                                  Operations Manager at
                                  Lawinfo.com
JP DZahr’s Directory Systems
Hub Max Media - Internet Marketing Director, Web
Developer of Information Directory Systems 2004 – 2008
JP DZahr’s NFL & SuperBowl Promo
SuperBowl-Accommodations.com - 2005 Houston
Ranked #1 in Google over the NFL and SuperBowl through my Marketing Campaign and
feature on FOX Sports News Nationwide multiple times through two separate interviews




 Click -- HERE (Chrome, Firefox, IE, Opera, Android) -- or -- HERE (Safari,
 iPhone), -- to load the embedded news video above in a separate window
JP DZahr’s Solar Lead Generation
                 SEES Inc – Solar Energy Efficiency Solutions - VP of
                 Marketing – Helped Raise $575k for Phase I Start-up - 2009




Develop and implemented channels,
partner strategies and breakthrough
marketing programs that signed up
hundreds of partners and delivered over 5
million consumer subscribers for a Green
Energy App within a 4 week period.
JP DZahr’s iPhone Developer
iQ Advanced - VP of Marketing & Created an iPhone App for
scanning Food Ingredients for OS 3GS iPhone - 2010
JP DZahr’s Authority Sites
AZ Publishing - Marketing Director and Developer of
Authority News Web Sites 2010 - 2012
JP DZahr’s Advertising Platforms
  AZ Publishing – Founder and Marketing Director
  delivering Marketing solutions via Subscriber Bases
  and Ad Banner Networks - 2012
SMRC Corporate &
Business-Social-Technical
Expertise & Qualifications
• Corporate Organization
  •   C Corp, S Corp, Charitable Trust, pending 501-c3 (for exit)

• Executive Management
• Management Team
• Business & Social Technological Expertise &
  Qualifications
• Legal
             Click HERE to download the details of this page
Mega-Trends & Social Proof:

              Note: These videos are also available from links in the first section of SMRC’s web site descriptives




   Jesse Schell at G4/DICE: When Games Invade Real Life                    Clay Shirkey: How Cognitive Surplus will change the world




                                                                                              Jonathan Harris: The
                                                                                              web‟s secret stories; the
                                                                                              emotion of the
                                                                                              blogosphere




Inspired from TED.com – Ideas Worth Spreading. Click on a video to view highlights
What is SMRC ?
The supplemental, non-invasive, user-centric, media
monetization & co-branding research service that
[1] continuously learns what you ‘WILL like’ from what
you have REALLY Liked & share in the PUBLIC social &
web media. It then [2] matches you with REWARDING
opportunities to learn more, with no purchase required.
  SMRC’s analytics produce a consumer profile, for consumer
  and advertiser's intelligence (devoid of any identity content),
  based on only anonymous, authorized public content. This
  creates a noninvasive opportunity listing database, by
  matching people’s profiles (interests) with sponsor offerings,
  viewed in their free time.
  It is based on incentives and rewards program, fulfilling
  people’s personal interests (their ‘will likes’, qualified by their
  history of interests and current discussion.
What is SMRC ?
SMRC’s noninvasive approach will outperform all
current online advertising & lead generation systems.
It will have a revenue potential higher than Google’s,
because SMRC will draw the 46% who don’t respond
to invasive advertising.
  It benefits consumers, charities, celebrities, and advertisers,
  fulfilling people’s personal interests – matched to rewarding
  opportunities to learn more – no purchase required.
  SMRC builds a Consumer Profile and data analytics going back 2+
  years, analyzed and correlated across all authorized media, for
  consumer & advertisers intelligence, learning: where, when, and
  what each person wants, rather than what sponsor’s think they
  want, or want them to like! (1000’s of correlated keys)
  SMRC will have 25 Million to 125 Million consumer followers
  through a pre-launch marketing campaign, and within a 3 year
  period, we estimate to capture the entire online US population.
What is SMRC ?
Featuring:
  SMRC passively monitors ONLY authorized (by you)
  “Public” social content (i.e. available to the market w/o
  passwords).
  SMRC’s content research gives equal social credit for
  positive or negative content (similar for testimonials).
  All SMRC research profits become donations +rewards.
  SMRC sponsored research does not survey for opinions.
  All 501-c3 charities are monitored with regular reports of
  their social impact.
  SMRC services are capable of establishing the value of any
  social topic (and the influence of charity on that topic).
Channel Add-ons
Interactive mobile video (click HERE for our mini white paper):
   Mobile/ Handheld markets all work with HTML5 Video (WebM, OGG
   and MP4) or YouTube videos (non-annotated), which includes audio
   support. SMRC promotes using HTML5 Video --- integrated with HTML5
   and best practices object-based coding --- for mobile markets.

OpenX: Google AdWords OEM Clone
   Average 60% savings/revenues

Authority websites, with custom ads.
   More visibility with industry, niche or socio-geo-demographic focus &
   top search ranking
   Average 60% savings/revenues

Professional Consulting Services:
   Development, Professional Business & Technical Services
   In-depth social market/ marketing/profiling analysis,
SMRC Process (How it Works)
SMRC Sponsor Benefits
REWARDS: For Mobile,
           Smartphones & Tablets
   SMRC research and reward services
    support a fully mobilized environment.
    This allows for original-content
    generation & everyday-content,
    feedback to sponsor‟s content, and
    response to rewarding sponsored
    research – creating custom donations
    & rewards w/o purchase required, in
    topics each follower really “Likes”.
   By allowing people to interact to
    in-store audience research
    (demos), this bridges the social –
    mobile – business gap.
   The „mobile/handheld‟ link on SMRC‟s
    website offers multiple options for
    display/interaction – YouTube, MP4,
    Flash, or HTML slideshows (3 types).

    Click HERE to see an online copy of SMRC’s HTML5 for Mobiles, mini white paper
It starts w/ Celebrity, Charity, Business and Social
   Organizations registering as Sponsors with a
        charity profile, at no cost to register.
 Sponsors invite their clients/ members/ subscribers, as well as all
 of their followers to register, at no cost, via:
      • Email (mailing lists), Newsletter announcement, or Snail mail with a
          custom URL or SMS 5digit (short) code.
      •   URL (or SMS 5digit code) on sponsor website, or in the sponsor’s social media.
      •    Phone or Fax, responding with URL or SMS 5digit short code.
      •   Syndicated promotion with a URL or SMS 5digit short code.
      •   In-person promotion, with card/flyer and URL or SMR 5digit code.

 On-line custom invitations:               Member or Sponsor Invitations include the process
 and sponsor flyers, along with the URL of each sponsor’s or member’s letter in the
 respective introduction – invitation letter header => easy access to on-line documents links:
      • Producing 2X the response of invasive promotion, keeps identities safe
      • All the profits (92%+) of content, sponsor research or networking, go to
        member or sponsor donations with the equal value in rewards.

  Using sponsor incentives, SMRC will grow faster than Google
      (Pre-Registering Sponsors & Members earn 2X the value for life!)
Offering followers the opportunity to:
    1.   Receive additional tangible value
         for what they're already doing
         everyday (using only 'public
         media),
    2.   Participate in their free time in
         rewarding opportunities which
         match what they will each
         unquestionably like,
    3.   Invite others to register @ no cost.
    For the causes they each care about
    most, along with the equal value in         Research, Response & Goodwill
    personal/social 'rewards', without          & Loyalty for custom donations
                                                +rewards: Justifying value for
    purchase required; while keeping their      monetizing all social cognitive
    identities safe and all charities           surplus.
    accountable for their social impact.
It takes just 5 minutes to get started generating a lifetime of value,
                   for the value of your participation.
Followers to this by-invitation-only service, register
their social media screen names & favorite charities




     Every sponsor has a custom registration URL
SMRC‟s 501-c3 Social Impact Reports

To aid each follower in
   selecting the most
   worthy (local)
   humanitarian 501-c3
   charities (creating real
   social impact), SMRC
   produces on-going
   impact reports.
SMRC recommends that
  followers support their
  host‟s favorite charity if
  they don‟t have pre-
  existing favorite or local
  charities to support.
 Click HERE or on graphic to enlarge
Creating value from social content,
  sponsor content & networking

 Sponsors
Invite their followers
                         Authorized
                         Public Social
                            Media


Followers
 Invite their friends
     & followers



                             User-centric „will like‟ themes profiles:
                                  Acquired w/o identity content, by cause
                                  marketing sponsors for 2X the response w/
  Follower’s                      SMRC‟s noninvasive matching.
Friends & followers               Used by each follower‟s on-going service
                                  to match with sponsors offering rewarding
                                  research
Creating value from social content, sponsor
              content & networking
 1. The service only monitors ‘Public’ social media content (e.g.
    what is already available w/o passwords).
 2. SMRC creates value for all passively monitored, public social
    content, positive or negative, at “day rates”.
 3. Each sponsor can expect to maintain tens of thousands to
    millions of new monthly web visitors – based on the degree
    of their socially interactive offerings (crowd-sourcing).
 4. All profits (92%+ of content, research & networking
    revenues) become sponsor or member donations +rewards
    of equal value.
 5. Pre-registering sponsors & members earn 2X the value of
    their custom donations +rewards, for life!

The service is capable of establishing the value of any social topic
Matching interests & adding requirements, to create
        personalized, noninvasive & self-qualified preview
      opportunities, not requiring, but influencing purchase.
             From previous slide

   Creates Custom Search                                                    No Identity
                                                                                                                   Sponsors in every
                                                                                                                   Sponsors in every
   Themes from historical                   Determines opportunities        Revealed                                 social topic &
  and current social activity,              related to member’s                                                      social topic &
      tied to member’s                      Custom Search Themes &                                                  keyword theme
                                                                                                                    keyword theme
                                            then non-invasively                                                       (add qualifications**)
          charities.                        (encouraging 2x response                                                    (add qualifications**)
                                            from the 46% who never
                                            respond) promotes
                                            opportunities to:


  Member’s Opportunity
  Report - database listing
 rewarding research game                                                                                  Sponsors add their
       opportunities &
        requirements.
       **
                                                                            ***61% of people will try a
                                                                            new brand when co-branded.
                                                                                                          social-demographic
(only in topics they are about &                                            80% will switch brands. 83%
                                                                            want more cause marketing.
                                                                                                          requirements +
 will like & are talking about)
                                                                            Study sample size: 248M
                                                                            (Cone 2010)
                                                                                                          matching theme keys
                                                                                                          (from the anonymous -
                                                                                                          no identity content), for
  Syndicated            Social               Sponsor’s
                                                                Authority      OEM:
                                                                                                          2X the response, from
                                             website or
                                             storefront          website     AdWords /
                                                                             AdSense/                     self-qualifying
                                                                              OpenX
                Interactive HTML5 Mobile Video                                                            opportunity listings
                compatible
                      Open Source In-line Video
                      alternative to Mobile Flash

Personalized Opportunities, no purchase required
Social Market Research for Charity (SMRC):
 sample - daily opportunity report (custom matching, rewarding
        research and content generation opportunities)




Customized to each person‟s interests, city and schedule – Click for Enlarged view
Social Market Research for Charity‟s
(SMRC) rewarding, fulfilling research:
                      SMRC allows every
                      sponsor to easily offer
                      simple $1+ audience
                      research games that reward
                      10 documented minutes of
                      a follower‟s un-divided
                      attention.
                      While many people would
                      not respond for $1-$2,
                      most will, if it is for their
                      favorite charities along with
                      providing the equal value in
                      „rewards‟.
                      Sponsor requirements
                      create qualified prospects.
Sponsored Rewarding Research matching a user‟s qualified profile
   and interest (“will likes”), for rewards, no purchase required




Concluding an on-line presentation [1] w/ a link or in-store demonstration, [2] with a
coded coupon, or [5] a five digit mobile/SMS message => responding members are
directed to a custom research template associated w/ the presentation they viewed.
Social Market Research for Charity (SMRC):
     sample rewarding research quiz




8-10 Multiple choice questions promote awareness,
attention & recall w/ increasing rewards

                                        Mobile
Click to see wireframes                 version
Creating donations +rewards from the profits of Social
 Content, Rewarding Sponsored Research and Social
                     Networking
 Creates Custom Search                                          No Identity
                                                                                                              Sponsors in every
                                                                                                              Sponsors in every
 Themes from historical                                         Revealed                                        social topic &
and current social activity,                                                                                    social topic &
    tied to member’s                                                                                           keyword theme
                                                                                                               keyword theme
                                                                                                                 (add qualifications**)
        charities.                                                                                                  (add qualifications**)




                                                                                                         (1) FROM CONTENT: 25 sponsors/day
                                                                                                             purchasing @ $0.03/member
 Member’s Opportunity                                                                                         profile = $0.60/day/member
 Report - database listing                                                                                    ($219/yr.).
rewarding research game                                                                                       (after service fee, host benefits., and awards.
                                                                                                              Hosts receive 4% of invitee’s value for their
       opportunities &                                                                                        content & research
        requirements.
       **


(only in topics they are about &                            (2) FROM ATTENTION RESEARCH:
                                                                Member’s incrementally rewarded
                                                                                                              (see below).

 will like & are talking about)                                  for increased brand & promo
                                                                 retention. Secure ~5-10 min of
                                                                 attention. Reward size based on
                                                                 sponsor bid. (plus $5 for
                                                                 testimonials & 5% of commerce for
                                                                 buyer post- purchase reviews.)
                                   Sponsor’s
Syndicated            Social       website or
                                                Authority           OEM:
                                                                  AdWords /
                                   storefront    website          AdSense/                                   Prospect Custom
                                                                   OpenX
                                                                                                            Donations +rewards


                                                                   (3)        FROM NETWORKING: 4% of the on-going donations’ &
                                                                              rewards’ value of members or sponsors who current member
                                                                              invites (minimum of $10.95/yr/invitee).
Advertisers Can See the
      Difference




Totally noninvasive (personalized), Ultra Low Costs, Mass Response/ Traffic,
Fulfilling prospect’s interests as incentivized, sponsor qualified leads.
* 2X+ the value (goodwill, loyalty, sharing, response) for the same cost.
SMRC Technologies & Services
Drupal 7: leading Open Source Content
Management system, Enterprise–class
OO database, Best Practices based
design & development.
 Virtualized, using cloud services and storage.
 Social media profiling and monitoring service.
 Social media Emotional Analytics &
 correlations of ‘will likes’ .
 Opportunity listing database
 Rewarding Research Server/Service
SMRC Technologies & Services
      Awards, Redemption and Exchange server/services
      Social Impact Rating Service (and future charity
      configurator)
   Professional Consulting Services: For content
   development, social market/ marketing/profiling analysis,
   AI, pervasive technologies & programming interactive
   mobile video
   OpenX: an Open Source alternative OEM Ad delivery
   service (with features similar to Google
   AdWords/AdSense)
   Authority Web Media (integrated with SMRC’s
   rewarding research opportunities)
=> Click HERE to download a copy of the SMRC LOI Technical Addendums
Professional Experience Personalization and Sourcing /
Procurement system (Ariba based) for Reverse Auction Logistics
Back-end integration to ERP, EDI, Logistics & 3rd party networks - User
  layer - Business Rule layer - Application Service layer - Data Layer
SMRC Projected Revenues
                  Gross Profit
                                                 Cash Flow
               (income - costs)
By Month 12        $95,887,718 Million          $1,227,250,000 Billion

Year 2 Q1         $480,264,827 Million          $6,143,025,000 Billion

Year 2 Q2         $671,634,338 Million          $8,599,755,000 Billion

Year 2 Q3         $862,997,170 Million         $11,056,485,000 Billion

Year 2 Q4        $1,054,798,061 Billion        $13,513,215,000 Billion
Year 3         $11,736,088,487 Billion         $149,051,220,000 Billion



              Click on the Icon for SMRC’s 3 year Income/ Cash-Flow
              projections as a PDF, or click – HERE -- to download a
              Microsoft Excel XLS spreadsheet, with calculations and notes.
SMRC Financial Model for all user
content, research, awards & networking

 80%: Member donations and member
 rewards
 4% : To Host as donations with rewards
 4%: As Awards of Donations with rewards
 – issued by sponsors
 4%: As Awards of Donations with rewards
 – issued by SMRC service /promotion reps
 8%: As SMRC operating service expenses
SMRC Donations/Rewards $$ Projections

1. Social content $$ Value from & sponsor feedback,
  as audience research respective to networking
  (inviting others):
     At $219+/yr. minimum ($0.60/day) in goodwill/donations
     for each follower’s charities + rewards (“day rates”).
     At $10.95/yr./user ( $0.03/day) to sponsor’s (host’s)
     charities + equal deductible rewards.
     At $0.438/yr./user/affiliate sponsor ($0.0012/day in
     goodwill/donations for each sponsor’s (hosts’ host’s)
     charities + equal deductible rewards
     A sustained increase to your client’s, sponsor’s, and
     your business response by 100%+
SMRC Donations/Rewards $$ Projections
2. $$ Value from Rewarding Research, as attention
  research, matching a member’s qualified
  interests:
    Projected conservatively at the same rate as for content.
    At an average $1-$2 for qualified prospects, this is less than
    1 in 40 responding to the offer based on this projection
    premise

3. $$ Value from testimonials and post-purchase
  reviews:
    Projected conservatively at the same rate as for content.
    At $5 for a testimonial or 5% of commerce for a post-
    purchase review, this similarly is less than 1 in 40
    responding.
SMRC Equity Sponsor Partner
        Investment – Objectives/Use of Funds
1. $3 Million: to achieve (based on 10 million people’s content)
   •    $2+ Billion in Charity + Rewards
   •    $100+ Million in Sponsor Charity + Rewards
   •    $200 Million in Awarded Donations + Rewards
   •    $200 Million Net Operating Profits
   •    2/3for Marketing, 1/3 for Development
2. $25 Million:       To achieve 3 year projections in 2 years
   •    $137+ Billion in Charity + Rewards
   •    $5.96+ Billion in Sponsor Charity + Rewards
   •    $11.9+ Billion in Awarded Donations + Rewards
   •    $11.9+ Billion Net Operating Profits
   •    3/4 for Marketing, 1/4 for Development
3. $100 Million: 3 year plan in 2 year - Own the bank managing:
   •    $166+ Billion in Charity, stimulating $1+ Trillion in Cause Mkt. Revenue
   •    $166+ Billion in Rewards, to Sponsors, Followers, and Awards
   •    $11 + Billion in SMRC service revenues
NOTE: SMRC’s 3-5 year Exit Strategy => 51 %+ ownership by our 501-c3’s
SMRC Equity Sponsor Partner
             Investment – Returns & Benefits
       (30% Founder, 40% Preferred, 30% Common; 20% Founder pre-allocated)

1. $3 Million: to achieve (based on 10 million people’s content)
   •     40% of Executive Founder Shares (8% of total shares)
   •     Net annual increase in value of 15 to 1
   •     35% Dividend
   •     All Benefits of being a SMRC sponsor (at double rates for pre-registering)

2. $25 Million:       To achieve 3 year projections in 2 years
   •     40% of total shares (Executive/Founders + Preferred or Common)
   •     Net annual increase in value of 10 to 1
   •     35% Dividend
   •     All Benefits of being a SMRC sponsor (at double rates for pre-registering)

3. $100 Million: 3 year plan in 2 years - To own the bank:
   •     80% of total shares (Executive/Founders + Preferred or Common)
   •     Net annual increase in value of 5 to 1
   •     35% Dividend
   •     All Benefits of being a SMRC sponsor and bank principle
SMRC FAQ
What is the current equity status of SMRC?

What if people don’t know what charity to pick?

How do people know that their identity is safe and SMRC
won’t sell their identity?

How do we know people will be willing to watch
promotions and answer questions?

Why will sponsors pay for content that is already free?

What will people see aside from the task bar and their
custom opportunity report?

Can my donations go to a political organization?
SMRC FAQ
Why will SMRC grow faster than the Internet?

What is SMRC’s competitive posture & strategy?
When will SMRC launch?

How soon will it be before SMRC is self-sustaining?

What will be the impact of SMRC year one?

What’s the benefit proposition for social followers?

What’s the benefit proposition for sponsors?

What’s the benefit proposition for sponsor-partners?
SMRC FAQ
    What’s the benefit proposition for 501-c3 charities?
    Why hasn’t anyone before done this?
    What do I lose by not getting started right away?
    Who is doing anything similar using social media?
    What is the link to SMRC’s Cash Flow/P&L projections?
    What is the link to SMRC’s Exec. Summary & Plans?
Please visit www.socialmarketresearchforcharity.org for a complete reference including:
   User Experience: Sample invitation letters, sample custom daily opportunity report, storyboards
    (wireframe simulations) of SMRC’s research server workflow (link, quiz, assigned to personal charity profile),
    SMRC’s 501-c3 social impact reports, and SMRC operating procedures.

   Complete Business & Marketing Support: (i) On-line sponsor registration, (ii) custom registration URL,
    (iii) invitation of followers and/ or sponsors by email, social post, RSS, mobile, or by syndicated promotion,
    (iv) CSR / Cause Marketing Guide, (v) SMRC’s Charity Industry Report, and (vi) plans and operating procedures.
   Complete Technical Support: Interactive Mobile Video & programming (6 demos), infrastructure and
    application models & technologies, short and long-term future applications & sub-markets.
Social Market Research for Charity
           Key Points
 On track to deliver over $166 Billion to 501-c3 charities &
   member rewards annually, stimulating over One Trillion
   dollar per year in sponsor Cause Marketing revenues in
   under 3 years,

 Capturing each person’s full potential to contribute to
   the social web for social good,

 Paying to learn what each person really likes (based on
   what they have ‘really’ liked & share in the ‘public’ social
   web), then matching them with ‘rewarding’
   opportunities to learn more, no purchase required!
SMRC Process (How it Works)
Social Market Research for
   Charity Opportunities:
 Sponsor
 Sponsor Spokesperson
 1st Round Partner Finder                       (MOU & FF)

 Equity Partner (1st/2nd or 3 round)
 SMRC Internal (mktg. , fin., ops or tech.)
Click HERE for SMRC’s Equity Partner Terms / Financing Agreement (or HERE)
Click HERE for SMRC’s LOI/ Memorandum of Understanding
Click HERE for SMRC’s Finder’s Fee Agreement (no Brokers; No Equity)
Click HERE for the notes related to this slide
Social Market Research for Charity
        User Registration:
  Sponsors:
                                              Social Org.
                                                             Social
                                                (media,
             Charity   Celebrity   Business                 Impact
                                               network,
                                                            Report
                                               societies)

    Print    HERE       HERE        HERE        HERE        HERE

   On-Line   HERE       HERE        HERE        HERE        HERE


  Members / Followers:
    Sponsor Followers – See Sponsor’s custom registration URL
    Followers invited by another SMRC member, click HERE
Social Market Research for Charity Related
          On-line Presentations:
   SMRC’s main presentation, or on YouTube

   Your Social/Philanthropic Footprint – Credit Rating

   Social Mega-Trends and the emerging SMRC model

   SMRC Charity Market Report

   SMRC Business Profile (prospectus, Exec. Summary, Plans)

   SMRC Sponsor Acquisition/ Assimilation (at Authorstream)

   SMRC Wireframes – Research Redemption Simulations (Auth.)

    Click HERE for SMRC’s bi.ly short codes for all documentation (PDF)

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Social.Media.n.Rewards.Technology, aka Socialmarketresearchforcharity.org

  • 1. Social Market Research for Charity SMRC – www.socialmarketresearchforcharity.org aka SMRT – Social Media and Rewards Technology Prospectively, the world’s most productive social service As seen on Slideshare.net. Opportunities: slide 69; Registration: slide 70 Like us on Facebook, Twitter, LinkedIn , Google+, Pinterest, YouTube or Wordpress
  • 2. SMRC Market - Partner – Sponsor Presentation 1. Key Founder’s BIOS & Mgmt. (slides 3 – 17, 18 – 30, and 31 -32) 2. What is SMRC? / How it Works? (slides 33 - 53) (Likes/ Dislikes & How Much => Will Likes (common themes) => Sponsors +Qualifications => Opportunities w/o purchase req‘d.) 3. Technologies & Services (slides 54 - 57) 4. Financials: => SMRC services revenues & Donations/Rewards costs (from content, research, commerce, networking) --- (slides 58 - 61) 5. Partners-Sponsors (content/traffic/cause-marketing +equity) / Three (3) levels/ rounds of investment opportunities ( slides 62 - 63) 6. FAQ (64 - 66),Wrap-Up (67 – 68), & Next Actions (69- 71)
  • 3. Phillip R. Nakata Founder SMRC A 35+ year profile of Best Practice Industry Leadership, Strategic Planning, Business & Architecture Development, Project/Service Development, & Marketing/Sales for Interactive Social Web Technologies & now Philanthropy Polymath Specializations: AI, Avatars, Configurators, Search, Taxonomy, LMS, Linguistics, Personalization, Biometrics, Analytics, Business Intelligence, Business Object modeling, Virtualization, Cloud storage, Pervasive/Wireless technologies, EAI, Data Security, Privacy, Social Media, ERP/Trade/Procurement services, Charity Impact analytics, Multi-media, Financial Planning, Sales Automation & Marketing.
  • 4. Leadership 20+ years leading and managing strategic re-engineering [to be => as is] initiatives for marketing, relationship management, business planning, professional services, project management, software design, development & integration of leading edge technologies: IBM Strategy / Solution consulting as Interim CTO to key CIO’s IBM Team leader for IBM migration from proprietary SNA & hardware to TCPIP and object/service base revenue models Principle/ Partner for CSC National practice contributing over $700 million in e-Business B2B revenues (supply chain, procurement, futures markets) Directed task force guidelines on architecture scalability, integration security and management of e-business services Managed IBM’s auditing teams for enterprise application architecture Principle in multiple successful Business Process Reengineering redesigns & deployments
  • 5. Strategic Planning & Business Development 25+ years: e-Business strategies & delivery methodologies – segmenting users, prioritizing/ orchestrating measurable value, reengineering markets and delivery processes – establishing the web/ Internet ROI and business plans (designing, building & deploying many of the largest and most complex projects/ industries in the world): Launched the sales automation market in 1986 – SMART – Strategic Marketing Technologies as seen in Sales & Marketing Magazine Transform the World’s leading financial services WW Field Marketing Senior Technology Architect for B2B Industrial “Netmarkets” Developed Analysis, Design & Project planning guidelines for marketing dozens of technologies As IBM CTO, managed IBM’s National Sales Force “Transformation” product, technologies and services market Broad experience with the most competitive applications in the web, application server (content, personalization, workflow, commerce & virtual), middleware, EAI, database and security/ directory/ identity
  • 6. Product Best Practices Development, Marketing & Sales 30+ years: Product/ Service Management of multiple software services/ apps (full life cycle, use cases, market analysis, segmentation, brand – competition mapping, object-service programming, testing, packing, promotion, licensing & support (sustainable repeatable process & value): Numerous “Best Practices” process and service methodologies Developed POC’s B2B architecture & Best Practices Integrating enterprise applications to IBM’s main software products Managed the migration, configuration and administration (including code level performance monitoring) for a leading Websphere app. Web integration & marketing technology expertise in Open Source, XML, pervasive (mobile, wireless), virtual, AI, social and web services
  • 7. Interactive Social, Web & Mobile Technologies & Business 20 years: Extensive development and fulfillment expertise in Internet collaboration, research, marketing, CSR, service support processes, virtualization, cloud services, web & mobile video, social media formats, interactive technologies, monetization (CSR/ research/ trade processing) channels & justification: Including group/ forum marketing, blog marketing, collateral (article) marketing, RSS, and press releases – since 2002 PPC model optimization (goal: half cost, double returns) consulting since 2004. OEM AdWords/AdSource clone and Widgetbox developers Experts in Drupal development, Best Practice object development, Ajax, XML, Trade/ Commerce, Interactive Mobile Video, Emotion- sensing technologies for content, on-line gaming and Cloud/ Virtualization technologies Instructor for IBM application workshops Academics in technology & business (marketing & finance) Managing Director – 1st Wireless Patent, Leading laptop vendor
  • 8. Client Industries Direct sales companies, High tech manufacturers and OEMs, Realty, Insurance, Brokerage, Financial planning, Banking, Retail, Communication network providers (ISP’s and ASP’s), IT organizations and VARs, Shoes/ footwear, Automotive, Defense, Non-profit, News, Health care, Food distribution, Tobacco, Steel, Publishing, Advertising, Hospitality, Music, Pharmaceutical, Paper, Politics, Adult products, Human resources, Petroleum, Trucking/Logistics, Building products, Elastomer plastics, Defense and the Consumer goods industries
  • 10. Academic Wharton School of Business: Concentrations – Strategic Planning and Decision Sciences U of P, School of Medical Technology: Concentration: Hematology University of Pennsylvania: Concentrations – Natural and Social Sciences IBM self-education: Lotus Notes, Project Management, Object design, Java/J2EE technologies CSC self-education: Internet Infrastructure, Internet Business Strategies, Commerce, OO, Java, Catalyst Multiple corporate and external technical certifications IBM Instructor/Presenter: E-Business, IT Strategy, Application Server Architectures and Frameworks, JAVA, XML Came from one of the first high schools offering computer courses (Assembly, Cobalt, Basic, Fortran), starting 1968
  • 11. Professional Experience Outline (Dark Green – Most Relevant Experience/Expertise) – 35+ years Managing Director/Senior Planner: Business Plans, Strategic Planning/Marketing, Strategic Rating Inc. (Green, Charity) Internet Marketing/Technology SME : e-Business for Virtual Markets, Best Practices. RFID, PN&A (social, alt. energy) Web/Search Architect/Engineer for Advertising & Marketing, AZ Global Media LLC (consumer watchdog) J2EE and .Net Migration Project Manager, Info-Experience LLC (Contract to ADP, IBM technologies) (credit commerce) Sr. e-Business Software Strategy/Solutions Architect: Application Integration Middleware, IBM Software Group, IBM Senior Resources (“Distinguished Engineers”) (premier pervasive Blue ) Practice Partner & Principal/Architect: e-Business NetMarkets Strategy/Integration/Delivery, CSC (Computer Sciences Corp.)
  • 12. Professional Experience Outline Director Internet Consulting and Training (IBM Websphere e- Business Partner), Navant Corporation (IC/IP, Open Source) Vice President – Internet Strategy, AON Consulting – (div. Of AON Group) (reinsurance, benefit admin., IVR, Workflow) World Wide Architecture Assessment Program Manager (IT Infrastructure, Raleigh, NC), IBM Sales and Service ($5+B, www) Chief Technology Officer/Lead Architect (IBM Sales Force Automation - National Business Practice) (SFT, Reengineer, OO, MM, Business Intelligence/ Analytics) Director of Software Development: Field Force Sales Automation, Spectrum Information Technologies (wireless, configurators) Group Director/ Product Mgr., Sales Automation Development (Phila. PA), Reality Technologies Inc. (Reuters) (Prudential WW Agency Marketing, WealthBuilder by Money Magazine/ commodities)
  • 13. Professional Experience Outline Partner, Sales Automation Consultant, Kingswood Communications (div. Kingswood Group, Inc.) / Applied Sales Techniques, Inc. (NewsNet, 5 Step Response Mktg.) Marketing Development Consultant / CEO / Founder – Direct Response Services (Principle), Applied Sales Techniques, Inc. (Bank of America: first on-line B2B; Business Credit) Northwest Regional Sales Manager (Alameda CA), Digital Microsystems, Inc. (Lockheed, BT, Response Mktg.) Manager of OEM Development/Technical Support, Vector Graphics, Inc. (Thousand Oaks CA) (1st & Last Full Line H/S Mfg.) Sales Engineer, Mathematica/ Martin Marietta Data Systems (Princeton NJ) (VAD-DB/VAR/Grey Markets, HdwEng, TCP dev.) Mid-Atlantic Regional Sales Manager, GD Inc. (5 State, 35 man) (A detailed history is available HERE)
  • 14. White Papers (available by request) Client White Paper: Proactive Monitoring for Business Service Levels and Performance Optimization Client White Paper: WebSphere Version 6 Plugins – Architecture and Alternative Configurations Client White Paper: WebSphere / MQ Series Migration Strategies and Alternatives in a Network Deployment Co-authored for Redbook pubs: Best Practices for optimized J2EE development (by artifact class) White Paper: Extranets, Electronic Commerce and Security White Paper: Web-based Distributed Computing White Paper: Middleware and Application Integration White Paper: on-line vs. Remote Computing White Paper: Search, Spider and Push Technologies Strategic white paper "Capturing the Sales Automation Market - a Business Proposal" to secure funding
  • 15. Application & Service Components (objects & meta- object service frameworks) The CORBA model for distributed computing defined the core application components and service of today’s web. IBM identified the 22 core meta-objects (below), brokered to create today’s web services.
  • 16. Remote Open Source Web Services Development
  • 17. Personalization for Document Content and Managed Negotiations (Ariba based)
  • 18. JP D’Zahr: Founder AZ Publishing.org Brings 20+ years in Online Technologies, Digital Imaging, Web Development, Online Marketing, Strategic Business Planning, Business Development, Packaging and Design, Content Development and Content Management for Millions of pages for Authority Web sites, Ecommerce and Media Buying
  • 20. JP DZahr’s Digital Stock Images Founded Digital Zone a Digital Stock Photo Company – The First Kodak Photo CD Publisher in the World - 1995
  • 21. JP DZahr’s Award Winning Graphic Design and Photography Was Hired by The Golden Globe Awards Designed the Annual Presentation 1996 Hollywood Foreign Press Assoc. Alaska Cruise Lines - Designed Travel Agency Posters - 1996 Photo Electronic Imaging Magazine – Featured on the Magazine Cover NBA New Orleans Charlotte Hornets Posters - 1998
  • 22. JP DZahr’s Corporate Work 1995-1998 Microsoft – Software Package Design Microsoft – Digital Imaging Instructor Boeing Commercial Airplanes - Web Developer Boeing Military Avionics – Paris Airshow Boeing - McDonnell Douglas Merger
  • 23. JP DZahr’s Corporate Work Combio Financial Services – Managed the Online Infrastructure for 250 Financial Banking Institutions 1999 - 2000
  • 24. JP DZahr’s Corporate Work LawInfo.com - Marketing Director Law Directory - 2007 “Over the two-and-a-half years, LawInfo.com has produced over $1,000,000 in additional revenues as a direct result of working with JP and implementing his strategies and recommendations. And the best thing is that most of that money is pure profit! “

Bill Auger, Operations Manager at Lawinfo.com
  • 25. JP DZahr’s Directory Systems Hub Max Media - Internet Marketing Director, Web Developer of Information Directory Systems 2004 – 2008
  • 26. JP DZahr’s NFL & SuperBowl Promo SuperBowl-Accommodations.com - 2005 Houston Ranked #1 in Google over the NFL and SuperBowl through my Marketing Campaign and feature on FOX Sports News Nationwide multiple times through two separate interviews Click -- HERE (Chrome, Firefox, IE, Opera, Android) -- or -- HERE (Safari, iPhone), -- to load the embedded news video above in a separate window
  • 27. JP DZahr’s Solar Lead Generation SEES Inc – Solar Energy Efficiency Solutions - VP of Marketing – Helped Raise $575k for Phase I Start-up - 2009 Develop and implemented channels, partner strategies and breakthrough marketing programs that signed up hundreds of partners and delivered over 5 million consumer subscribers for a Green Energy App within a 4 week period.
  • 28. JP DZahr’s iPhone Developer iQ Advanced - VP of Marketing & Created an iPhone App for scanning Food Ingredients for OS 3GS iPhone - 2010
  • 29. JP DZahr’s Authority Sites AZ Publishing - Marketing Director and Developer of Authority News Web Sites 2010 - 2012
  • 30. JP DZahr’s Advertising Platforms AZ Publishing – Founder and Marketing Director delivering Marketing solutions via Subscriber Bases and Ad Banner Networks - 2012
  • 31. SMRC Corporate & Business-Social-Technical Expertise & Qualifications • Corporate Organization • C Corp, S Corp, Charitable Trust, pending 501-c3 (for exit) • Executive Management • Management Team • Business & Social Technological Expertise & Qualifications • Legal Click HERE to download the details of this page
  • 32. Mega-Trends & Social Proof: Note: These videos are also available from links in the first section of SMRC’s web site descriptives Jesse Schell at G4/DICE: When Games Invade Real Life Clay Shirkey: How Cognitive Surplus will change the world Jonathan Harris: The web‟s secret stories; the emotion of the blogosphere Inspired from TED.com – Ideas Worth Spreading. Click on a video to view highlights
  • 33. What is SMRC ? The supplemental, non-invasive, user-centric, media monetization & co-branding research service that [1] continuously learns what you ‘WILL like’ from what you have REALLY Liked & share in the PUBLIC social & web media. It then [2] matches you with REWARDING opportunities to learn more, with no purchase required. SMRC’s analytics produce a consumer profile, for consumer and advertiser's intelligence (devoid of any identity content), based on only anonymous, authorized public content. This creates a noninvasive opportunity listing database, by matching people’s profiles (interests) with sponsor offerings, viewed in their free time. It is based on incentives and rewards program, fulfilling people’s personal interests (their ‘will likes’, qualified by their history of interests and current discussion.
  • 34. What is SMRC ? SMRC’s noninvasive approach will outperform all current online advertising & lead generation systems. It will have a revenue potential higher than Google’s, because SMRC will draw the 46% who don’t respond to invasive advertising. It benefits consumers, charities, celebrities, and advertisers, fulfilling people’s personal interests – matched to rewarding opportunities to learn more – no purchase required. SMRC builds a Consumer Profile and data analytics going back 2+ years, analyzed and correlated across all authorized media, for consumer & advertisers intelligence, learning: where, when, and what each person wants, rather than what sponsor’s think they want, or want them to like! (1000’s of correlated keys) SMRC will have 25 Million to 125 Million consumer followers through a pre-launch marketing campaign, and within a 3 year period, we estimate to capture the entire online US population.
  • 35. What is SMRC ? Featuring: SMRC passively monitors ONLY authorized (by you) “Public” social content (i.e. available to the market w/o passwords). SMRC’s content research gives equal social credit for positive or negative content (similar for testimonials). All SMRC research profits become donations +rewards. SMRC sponsored research does not survey for opinions. All 501-c3 charities are monitored with regular reports of their social impact. SMRC services are capable of establishing the value of any social topic (and the influence of charity on that topic).
  • 36. Channel Add-ons Interactive mobile video (click HERE for our mini white paper): Mobile/ Handheld markets all work with HTML5 Video (WebM, OGG and MP4) or YouTube videos (non-annotated), which includes audio support. SMRC promotes using HTML5 Video --- integrated with HTML5 and best practices object-based coding --- for mobile markets. OpenX: Google AdWords OEM Clone Average 60% savings/revenues Authority websites, with custom ads. More visibility with industry, niche or socio-geo-demographic focus & top search ranking Average 60% savings/revenues Professional Consulting Services: Development, Professional Business & Technical Services In-depth social market/ marketing/profiling analysis,
  • 37. SMRC Process (How it Works)
  • 39. REWARDS: For Mobile, Smartphones & Tablets  SMRC research and reward services support a fully mobilized environment. This allows for original-content generation & everyday-content, feedback to sponsor‟s content, and response to rewarding sponsored research – creating custom donations & rewards w/o purchase required, in topics each follower really “Likes”.  By allowing people to interact to in-store audience research (demos), this bridges the social – mobile – business gap.  The „mobile/handheld‟ link on SMRC‟s website offers multiple options for display/interaction – YouTube, MP4, Flash, or HTML slideshows (3 types). Click HERE to see an online copy of SMRC’s HTML5 for Mobiles, mini white paper
  • 40. It starts w/ Celebrity, Charity, Business and Social Organizations registering as Sponsors with a charity profile, at no cost to register. Sponsors invite their clients/ members/ subscribers, as well as all of their followers to register, at no cost, via: • Email (mailing lists), Newsletter announcement, or Snail mail with a custom URL or SMS 5digit (short) code. • URL (or SMS 5digit code) on sponsor website, or in the sponsor’s social media. • Phone or Fax, responding with URL or SMS 5digit short code. • Syndicated promotion with a URL or SMS 5digit short code. • In-person promotion, with card/flyer and URL or SMR 5digit code. On-line custom invitations: Member or Sponsor Invitations include the process and sponsor flyers, along with the URL of each sponsor’s or member’s letter in the respective introduction – invitation letter header => easy access to on-line documents links: • Producing 2X the response of invasive promotion, keeps identities safe • All the profits (92%+) of content, sponsor research or networking, go to member or sponsor donations with the equal value in rewards. Using sponsor incentives, SMRC will grow faster than Google (Pre-Registering Sponsors & Members earn 2X the value for life!)
  • 41. Offering followers the opportunity to: 1. Receive additional tangible value for what they're already doing everyday (using only 'public media), 2. Participate in their free time in rewarding opportunities which match what they will each unquestionably like, 3. Invite others to register @ no cost. For the causes they each care about most, along with the equal value in Research, Response & Goodwill personal/social 'rewards', without & Loyalty for custom donations +rewards: Justifying value for purchase required; while keeping their monetizing all social cognitive identities safe and all charities surplus. accountable for their social impact. It takes just 5 minutes to get started generating a lifetime of value, for the value of your participation.
  • 42. Followers to this by-invitation-only service, register their social media screen names & favorite charities Every sponsor has a custom registration URL
  • 43. SMRC‟s 501-c3 Social Impact Reports To aid each follower in selecting the most worthy (local) humanitarian 501-c3 charities (creating real social impact), SMRC produces on-going impact reports. SMRC recommends that followers support their host‟s favorite charity if they don‟t have pre- existing favorite or local charities to support. Click HERE or on graphic to enlarge
  • 44. Creating value from social content, sponsor content & networking Sponsors Invite their followers Authorized Public Social Media Followers Invite their friends & followers User-centric „will like‟ themes profiles: Acquired w/o identity content, by cause marketing sponsors for 2X the response w/ Follower’s SMRC‟s noninvasive matching. Friends & followers Used by each follower‟s on-going service to match with sponsors offering rewarding research
  • 45. Creating value from social content, sponsor content & networking 1. The service only monitors ‘Public’ social media content (e.g. what is already available w/o passwords). 2. SMRC creates value for all passively monitored, public social content, positive or negative, at “day rates”. 3. Each sponsor can expect to maintain tens of thousands to millions of new monthly web visitors – based on the degree of their socially interactive offerings (crowd-sourcing). 4. All profits (92%+ of content, research & networking revenues) become sponsor or member donations +rewards of equal value. 5. Pre-registering sponsors & members earn 2X the value of their custom donations +rewards, for life! The service is capable of establishing the value of any social topic
  • 46. Matching interests & adding requirements, to create personalized, noninvasive & self-qualified preview opportunities, not requiring, but influencing purchase. From previous slide Creates Custom Search No Identity Sponsors in every Sponsors in every Themes from historical Determines opportunities Revealed social topic & and current social activity, related to member’s social topic & tied to member’s Custom Search Themes & keyword theme keyword theme then non-invasively (add qualifications**) charities. (encouraging 2x response (add qualifications**) from the 46% who never respond) promotes opportunities to: Member’s Opportunity Report - database listing rewarding research game Sponsors add their opportunities & requirements. ** ***61% of people will try a new brand when co-branded. social-demographic (only in topics they are about & 80% will switch brands. 83% want more cause marketing. requirements + will like & are talking about) Study sample size: 248M (Cone 2010) matching theme keys (from the anonymous - no identity content), for Syndicated Social Sponsor’s Authority OEM: 2X the response, from website or storefront website AdWords / AdSense/ self-qualifying OpenX Interactive HTML5 Mobile Video opportunity listings compatible Open Source In-line Video alternative to Mobile Flash Personalized Opportunities, no purchase required
  • 47. Social Market Research for Charity (SMRC): sample - daily opportunity report (custom matching, rewarding research and content generation opportunities) Customized to each person‟s interests, city and schedule – Click for Enlarged view
  • 48. Social Market Research for Charity‟s (SMRC) rewarding, fulfilling research: SMRC allows every sponsor to easily offer simple $1+ audience research games that reward 10 documented minutes of a follower‟s un-divided attention. While many people would not respond for $1-$2, most will, if it is for their favorite charities along with providing the equal value in „rewards‟. Sponsor requirements create qualified prospects.
  • 49. Sponsored Rewarding Research matching a user‟s qualified profile and interest (“will likes”), for rewards, no purchase required Concluding an on-line presentation [1] w/ a link or in-store demonstration, [2] with a coded coupon, or [5] a five digit mobile/SMS message => responding members are directed to a custom research template associated w/ the presentation they viewed.
  • 50. Social Market Research for Charity (SMRC): sample rewarding research quiz 8-10 Multiple choice questions promote awareness, attention & recall w/ increasing rewards Mobile Click to see wireframes version
  • 51. Creating donations +rewards from the profits of Social Content, Rewarding Sponsored Research and Social Networking Creates Custom Search No Identity Sponsors in every Sponsors in every Themes from historical Revealed social topic & and current social activity, social topic & tied to member’s keyword theme keyword theme (add qualifications**) charities. (add qualifications**) (1) FROM CONTENT: 25 sponsors/day purchasing @ $0.03/member Member’s Opportunity profile = $0.60/day/member Report - database listing ($219/yr.). rewarding research game (after service fee, host benefits., and awards. Hosts receive 4% of invitee’s value for their opportunities & content & research requirements. ** (only in topics they are about & (2) FROM ATTENTION RESEARCH: Member’s incrementally rewarded (see below). will like & are talking about) for increased brand & promo retention. Secure ~5-10 min of attention. Reward size based on sponsor bid. (plus $5 for testimonials & 5% of commerce for buyer post- purchase reviews.) Sponsor’s Syndicated Social website or Authority OEM: AdWords / storefront website AdSense/ Prospect Custom OpenX Donations +rewards (3) FROM NETWORKING: 4% of the on-going donations’ & rewards’ value of members or sponsors who current member invites (minimum of $10.95/yr/invitee).
  • 52.
  • 53. Advertisers Can See the Difference Totally noninvasive (personalized), Ultra Low Costs, Mass Response/ Traffic, Fulfilling prospect’s interests as incentivized, sponsor qualified leads. * 2X+ the value (goodwill, loyalty, sharing, response) for the same cost.
  • 54. SMRC Technologies & Services Drupal 7: leading Open Source Content Management system, Enterprise–class OO database, Best Practices based design & development. Virtualized, using cloud services and storage. Social media profiling and monitoring service. Social media Emotional Analytics & correlations of ‘will likes’ . Opportunity listing database Rewarding Research Server/Service
  • 55. SMRC Technologies & Services Awards, Redemption and Exchange server/services Social Impact Rating Service (and future charity configurator) Professional Consulting Services: For content development, social market/ marketing/profiling analysis, AI, pervasive technologies & programming interactive mobile video OpenX: an Open Source alternative OEM Ad delivery service (with features similar to Google AdWords/AdSense) Authority Web Media (integrated with SMRC’s rewarding research opportunities) => Click HERE to download a copy of the SMRC LOI Technical Addendums
  • 56. Professional Experience Personalization and Sourcing / Procurement system (Ariba based) for Reverse Auction Logistics
  • 57. Back-end integration to ERP, EDI, Logistics & 3rd party networks - User layer - Business Rule layer - Application Service layer - Data Layer
  • 58. SMRC Projected Revenues Gross Profit Cash Flow (income - costs) By Month 12 $95,887,718 Million $1,227,250,000 Billion Year 2 Q1 $480,264,827 Million $6,143,025,000 Billion Year 2 Q2 $671,634,338 Million $8,599,755,000 Billion Year 2 Q3 $862,997,170 Million $11,056,485,000 Billion Year 2 Q4 $1,054,798,061 Billion $13,513,215,000 Billion Year 3 $11,736,088,487 Billion $149,051,220,000 Billion Click on the Icon for SMRC’s 3 year Income/ Cash-Flow projections as a PDF, or click – HERE -- to download a Microsoft Excel XLS spreadsheet, with calculations and notes.
  • 59. SMRC Financial Model for all user content, research, awards & networking 80%: Member donations and member rewards 4% : To Host as donations with rewards 4%: As Awards of Donations with rewards – issued by sponsors 4%: As Awards of Donations with rewards – issued by SMRC service /promotion reps 8%: As SMRC operating service expenses
  • 60. SMRC Donations/Rewards $$ Projections 1. Social content $$ Value from & sponsor feedback, as audience research respective to networking (inviting others): At $219+/yr. minimum ($0.60/day) in goodwill/donations for each follower’s charities + rewards (“day rates”). At $10.95/yr./user ( $0.03/day) to sponsor’s (host’s) charities + equal deductible rewards. At $0.438/yr./user/affiliate sponsor ($0.0012/day in goodwill/donations for each sponsor’s (hosts’ host’s) charities + equal deductible rewards A sustained increase to your client’s, sponsor’s, and your business response by 100%+
  • 61. SMRC Donations/Rewards $$ Projections 2. $$ Value from Rewarding Research, as attention research, matching a member’s qualified interests: Projected conservatively at the same rate as for content. At an average $1-$2 for qualified prospects, this is less than 1 in 40 responding to the offer based on this projection premise 3. $$ Value from testimonials and post-purchase reviews: Projected conservatively at the same rate as for content. At $5 for a testimonial or 5% of commerce for a post- purchase review, this similarly is less than 1 in 40 responding.
  • 62. SMRC Equity Sponsor Partner Investment – Objectives/Use of Funds 1. $3 Million: to achieve (based on 10 million people’s content) • $2+ Billion in Charity + Rewards • $100+ Million in Sponsor Charity + Rewards • $200 Million in Awarded Donations + Rewards • $200 Million Net Operating Profits • 2/3for Marketing, 1/3 for Development 2. $25 Million: To achieve 3 year projections in 2 years • $137+ Billion in Charity + Rewards • $5.96+ Billion in Sponsor Charity + Rewards • $11.9+ Billion in Awarded Donations + Rewards • $11.9+ Billion Net Operating Profits • 3/4 for Marketing, 1/4 for Development 3. $100 Million: 3 year plan in 2 year - Own the bank managing: • $166+ Billion in Charity, stimulating $1+ Trillion in Cause Mkt. Revenue • $166+ Billion in Rewards, to Sponsors, Followers, and Awards • $11 + Billion in SMRC service revenues NOTE: SMRC’s 3-5 year Exit Strategy => 51 %+ ownership by our 501-c3’s
  • 63. SMRC Equity Sponsor Partner Investment – Returns & Benefits (30% Founder, 40% Preferred, 30% Common; 20% Founder pre-allocated) 1. $3 Million: to achieve (based on 10 million people’s content) • 40% of Executive Founder Shares (8% of total shares) • Net annual increase in value of 15 to 1 • 35% Dividend • All Benefits of being a SMRC sponsor (at double rates for pre-registering) 2. $25 Million: To achieve 3 year projections in 2 years • 40% of total shares (Executive/Founders + Preferred or Common) • Net annual increase in value of 10 to 1 • 35% Dividend • All Benefits of being a SMRC sponsor (at double rates for pre-registering) 3. $100 Million: 3 year plan in 2 years - To own the bank: • 80% of total shares (Executive/Founders + Preferred or Common) • Net annual increase in value of 5 to 1 • 35% Dividend • All Benefits of being a SMRC sponsor and bank principle
  • 64. SMRC FAQ What is the current equity status of SMRC? What if people don’t know what charity to pick? How do people know that their identity is safe and SMRC won’t sell their identity? How do we know people will be willing to watch promotions and answer questions? Why will sponsors pay for content that is already free? What will people see aside from the task bar and their custom opportunity report? Can my donations go to a political organization?
  • 65. SMRC FAQ Why will SMRC grow faster than the Internet? What is SMRC’s competitive posture & strategy? When will SMRC launch? How soon will it be before SMRC is self-sustaining? What will be the impact of SMRC year one? What’s the benefit proposition for social followers? What’s the benefit proposition for sponsors? What’s the benefit proposition for sponsor-partners?
  • 66. SMRC FAQ What’s the benefit proposition for 501-c3 charities? Why hasn’t anyone before done this? What do I lose by not getting started right away? Who is doing anything similar using social media? What is the link to SMRC’s Cash Flow/P&L projections? What is the link to SMRC’s Exec. Summary & Plans? Please visit www.socialmarketresearchforcharity.org for a complete reference including:  User Experience: Sample invitation letters, sample custom daily opportunity report, storyboards (wireframe simulations) of SMRC’s research server workflow (link, quiz, assigned to personal charity profile), SMRC’s 501-c3 social impact reports, and SMRC operating procedures.  Complete Business & Marketing Support: (i) On-line sponsor registration, (ii) custom registration URL, (iii) invitation of followers and/ or sponsors by email, social post, RSS, mobile, or by syndicated promotion, (iv) CSR / Cause Marketing Guide, (v) SMRC’s Charity Industry Report, and (vi) plans and operating procedures.  Complete Technical Support: Interactive Mobile Video & programming (6 demos), infrastructure and application models & technologies, short and long-term future applications & sub-markets.
  • 67. Social Market Research for Charity Key Points  On track to deliver over $166 Billion to 501-c3 charities & member rewards annually, stimulating over One Trillion dollar per year in sponsor Cause Marketing revenues in under 3 years,  Capturing each person’s full potential to contribute to the social web for social good,  Paying to learn what each person really likes (based on what they have ‘really’ liked & share in the ‘public’ social web), then matching them with ‘rewarding’ opportunities to learn more, no purchase required!
  • 68. SMRC Process (How it Works)
  • 69. Social Market Research for Charity Opportunities:  Sponsor  Sponsor Spokesperson  1st Round Partner Finder (MOU & FF)  Equity Partner (1st/2nd or 3 round)  SMRC Internal (mktg. , fin., ops or tech.) Click HERE for SMRC’s Equity Partner Terms / Financing Agreement (or HERE) Click HERE for SMRC’s LOI/ Memorandum of Understanding Click HERE for SMRC’s Finder’s Fee Agreement (no Brokers; No Equity) Click HERE for the notes related to this slide
  • 70. Social Market Research for Charity User Registration:  Sponsors: Social Org. Social (media, Charity Celebrity Business Impact network, Report societies) Print HERE HERE HERE HERE HERE On-Line HERE HERE HERE HERE HERE  Members / Followers:  Sponsor Followers – See Sponsor’s custom registration URL  Followers invited by another SMRC member, click HERE
  • 71. Social Market Research for Charity Related On-line Presentations:  SMRC’s main presentation, or on YouTube  Your Social/Philanthropic Footprint – Credit Rating  Social Mega-Trends and the emerging SMRC model  SMRC Charity Market Report  SMRC Business Profile (prospectus, Exec. Summary, Plans)  SMRC Sponsor Acquisition/ Assimilation (at Authorstream)  SMRC Wireframes – Research Redemption Simulations (Auth.) Click HERE for SMRC’s bi.ly short codes for all documentation (PDF)

Editor's Notes

  1. Social/syndicated Content/media, Feedback, Research & Networking Monetization:Public.content (available w/o passwords) User-Centric Co-Branding Custom Charity Context-based Taxonomy.linguistics.AIPrecise.Will-Like.themes NoninvasiveFulfilling.Personal.Research 10.minutes.un-divided.attention No purchase required by membersNo.costs.to.register NetworkingInteractive.Open.Source.Mobile.VideoGoogle.advertising.cloneAuthority.sitesSocial.Impact
  2. Pioneer in Sales Automation; Leading (concept=>implementation) of some of the world’s first and/or largest deployments including:Business to Business Banking via multi-step custom direct response resulting in 300% more closures than competing B2B financial institutions (Bank of America, ‘86) Introducing online news services (NewsNet) ’86 – closing on ~1/2 of trials Automating sales and marketing for the world’s largest financial services sales force (25,000) with geo-demographic and family lifestyle marketing (Prudential, ‘89) Managing director: first wireless patent; Introducing ‘configurators’ (AI-based multi-logic for complex problems and workflow) Automating field sales & marketing for MCI, resulting in over 24X the hardware ‘drag’ (related hardware sales) IBM WW Business & Technology Application Auditor assessing ~$5 BB per year of major software investments IBM WW Migration Team Lead (hardware & proprietary software => software services based company Architecture and Deployment of B2B trade, procurement and logistic design Now promoting for green, social and charity markets
  3. NOTE: Sat on 9 different business and technical architectural boards at IBMAt all IBM roles, was on 2nd contract with IBM for overall changes to licensed operating and application software in addition to software servicesMy last role was as Managing Director for a strategic business planning company.
  4. A mix of business process re-engineering (for new design, vs. band-aids), object design/modeling (best practices for development) and consulting (consistently productive methods).
  5. Notable Social projects:Changing auto insurance law including a couple of ‘Group’ posts receiving over 6.000 response Introducing overly-disruptive green energy from any organic waste – carbon neutral, no emissions or disposable waste - $0.25/lb any organic waste => < $1.00 per gallon jet fuel (Syngas) – cold fission.Building a social network service to fund saving the Indonesian rainforests
  6. Note mix of product and service companies... To current markets where the GNP reflects we have become a services-based economy.General logistics is becoming the key / critical feature.Requiring we add the concepts of ‘people’, time and place (location) to all project/product based systems. Services incorporate multiple services over time relating to these perspectives.
  7. Clients of Reality/Reuters, Spectrum, IBM, Computer Sciences Corp., and my private consulting.
  8. * Came out of one of the first high schools in the USA offering computer courses (’67)Univ. of PA: Bob Schrieffer (my physic prof.) won the Nobel Prize for super-conductivity First project after school – working with Dr. Schlomo Friedman (world’s leading expert in Sickle Cell Anemia) – developing the first blood guide studying the abnormalities of young infants under 2 weeks – allowing for determination of future disease potential at that time.
  9. Managing Director/Senior Planner: Business Plans, Strategic Planning/Marketing, Strategic Rating Inc.Focus: Social media for social causes – Green Technologies, Consumer rights, Media Monetization Co-branded w/ CharityInternet Marketing/Technology SME: e-Business for Virtual Markets, Best Practices. RFID, PN&A- Internet marketing technologies: RSS/XML and Landing Page Generator, Social media for customer serviceWeb/Search Architect/Engineerfor Advertising & Marketing, AZ Global Media LLC- Focus: Social media for social causes – Consumer rightsJ2EE and .Net Migration Project Manager, Info-Experience LLC (Contract to ADP, IBM technologies)Websphere 6 migration and performance management of the credit processing service for most US car salesSr. e-Business Software Strategy/Solutions Architect: Application Integration Middleware, IBM Software Group, IBM Senior Resources (“Distinguished Engineers”)- Interim CTO/CIO to IBM’s leading ‘Blue’ accounts (full adoption of Enterprise Computing Frameworks – i.e. J2EE Open Source)Practice Partner & Principal/Architect: e-Business NetMarkets Strategy/Integration/Delivery, CSC (Computer Sciences Corp.)Lead Partner/Principles for CSC’s B2B offering ($150 or $750 million in development business)
  10. Director Internet Consulting and Training (IBM Websphere e-Business Partner),Navant CorporationSelling IC/IP back to IBM Principle was the former engineer from IBM who wrote the original white paper for IBM Websphere and a leading XML advocateVice President – Internet Strategy, AON Consulting – (div. Of AON Group) - AON is the leading re-insurance vendor, as well as being a major benefits adminstratorWorld Wide Architecture Assessment Program Manager (IT Infrastructure, Raleigh, NC), IBM Sales and Service Oversaw assessments and reviews (business and technical) of $5 Billion per year of IBM software investments (for internal, external use) Project lead for IBM’s migration to the Internet (total shift from hardware and proprietary software to services and Open Source)Chief Technology Officer/Lead Architect(IBM Sales Force Automation - National Business Practice) Product Development: multiple SFA productsTechnologies: SFA distributed intelligence, product/service configurators, Mobility (laptops and wireless), Multi-media, and Object-oriented designDirector of Software Development: Field Force Sales Automation, Spectrum Information Technologies The world’s leading laptop and Field Force Automation Vendor (primarily CPG – ex: Duracell, Johnson and Johnson The world’s first wireless patent (linking laptops to cell phones)Group Director/ Product Mgr.,Sales Automation Development (Phila. PA), Reality Technologies Inc. (Reuters) Producer of Financial Services software for marketing: consulting to the leading financial services institutions ‘Wealth Builder by Money Magazine’ – predecessor to Microsoft Money, Quicken, Schwabb, SEI’s financial planner Project: SFA for Prudential – Awarded 2X the proposal/specifications/prototype (the world’s largest financial services vendor, w/ 25,000 reps and a $5 Billion per year budget
  11. Partner, Sales Automation Consultant,Kingswood Communications (div. Kingswood Group, Inc.) / Applied Sales Techniques, Inc.Kingswood is a publisher (Heidelberg presses), and an Ad Agency Developed an automated sales process program to introduce one of the first Online news services (Newsnet)Marketing Development Consultant / CEO / Founder– Direct Response Services (Principle), Applied Sales Techniques, Inc.- Produced a 300% increase introducing online business bankingNorthwest Regional Sales Manager(Alameda CA), Digital Microsystems, Inc.- NetworkedPCs to Lockheed and BT (British Telecom) Manager of OEM Development/Technical Support,Vector Graphics, Inc. (Thousand Oaks CA)Hardware/OEM support engineering Software development and integration (primarily accounting and manufacturing software integration)Sales Engineer, Mathematica/Martin Marietta Data Systems (Princeton NJ)Mid-Atlantic Regional Sales Manager, GD Inc.
  12. Whiteboard as lead-in to the first graphic of this slide:Two pictures of 5 points like a star, the second to also contain a node (broker) in the centerOn the first picture, complete the star, as well as lines along the outsides between nodesOn the second picture, draw five lines, each from the center node.The diagrams above represent the resulting number of interfaces, from process to object-oriented designs..Respective to the 2nd graphic:Add to this the 2nd principle of ‘inheritance’ – namely that of all the programming objects (code and data) that one can build, they are all based on some 2 dozen core frameworks (meta-objects) – which now relates this to the 2nd graphic above.
  13. Open Source Development, Remote/Virtualized distributed processing & data, Pervasive / Wireless / Mobile / Cloud
  14. Configuration technologies, personalization (interactive mapping), document/IC-IP management/commerce, business objectsFrom mass procurement, ERP, trading networks, b2c commerce, and building “futures” exchanges on Wall Street, to
  15. Don’t miss the demo
  16. 1. Corporate Organization – SMRC’s corporate structure is four-fold. A private C-Corporation (to develop manage own and dispose the technology architecture real property. SMRC will issue 100,000,000 shares divided as 30% executive (common) stock, 30% preferred stock, and 40% common stock.A charitable trust to collect manage own and dispose all member-generated data and member-pledges. All members who pledge are automatically registered with SMRC Funds. To nominate amongst the registered members, trustees.A private 501(c)(3) (SMRC Foundation) to serve as beneficiary of the Trust and to facilitate the Exit Strategy (ref I.B.3.). All charities which register with SMRC automatically become co-beneficiaries.A private S-Corporation (to develop manage own and dispose the technology architecture intellectual property 2. Executive Team - SMRC’s executive team consists of Founders with discrete roles. As SMRC grows to these we plan to bring on four additional executive officers with discrete roles:- Chief Operations Officer, Chief Human Systems Architect- Chief TechneOfficer, Chief Digital Systems Architect- Chief eXperience Officer, Chief Gaming & Coding Liaison- Chief Knowledge Officer, Chief Celebrity & Charity Liaison Chief Information Officer & Chief Maverick Chief Digital Marketing Officer General Counsel- Chief Financial Officer - Chief Global Development Officer, TBD Special Advisor, Cause Conscience – initial Investor, TBD 3. Management Team - SMRCs management team consists of three divisions. As SMRC grows we plan to add at least five others.- Charity Liaisons- Corporate Liaisons- Celebrity Liaisons- CSR services- Member Experience & Support- Research & Development- Quality Control- API & Services- Marketing, Branding & Design4. Business & Social Technological Expertise and Qualifications:The SMRC executive business and social technology team has the following core competencies. Our broad experience in these overlapping technological domains will allow us to design, develop and rapidly prototype the SMRC social research infrastructure and API* Social Media, Social Networking· Internet Marketing & SEO· Artificial Intelligence Systems· Configurator Technology (Blending AI, Logic and Decision Sciences)· Cognition, Intellect, Personality Testing and Design· Learning Management Systems· Collective & Predictive Social Intelligence and Analytics· Open Source Development· High Performance Computing Design· Software Development Life Cycle Design & Strategy· Distributed Computing Benchmarking and Optimization· Expert Systems (Integrated logic, analysis and recommendations)· Java, PHP, XML (Platform Independent)· Single Sign-on Development· General Purpose GPU Cluster Design· Services oriented architecture and computing· Multi-media, 3D and Presentation Services· Indexing (spidering, ant-agents and worms) and Taxonomy· Inter-Application Messaging and Queuing Services· Security - from objects to borders· API development- Project Management Best Practices and Rapid Prototyping· AJAX· Object-oriented databases· Common Services· Cloud Computing and Cloud Archival Services· Enterprise (integrated components, services and objects) Architecture· Application Service Architecture· Procurement through distribution and Logistics· Virtualization and Virtualized Computing Frameworks· Social Analytics (emotion and influence plus deep profiling)· Text/Data Mining/Warehousing· Business Intelligence· NLP (natural language/linguistics processing)· Internationalization· Intellectual Capital· Re-Engineering· Pervasive (Wireless + Hardware and Sensory-Interactive)· Bluetooth & RFID development (warehousing applications, security, avatar marketing)· Modeling and Decision Science· System Analysis and Quality Assurance (Impact and Recommendation Reports)
  17. These TED speakers (and their talks) were the primary inspirations that initially drove the architecture of SMRC (especially Jesse’s closing remarks – “Who will lead us…?”).For anyone interested in SMRC, these are a must see!
  18. Just two basic concepts (content and research) along with networking – in a design that is not dependent on networking for growth (which is the eventual failure with most networking programs); By contrast, SMRC is based on creating real value for everyday social content and research (matched to what each person WILL LIKE).
  19. NOTE: by allowing sponsors to ‘qualify’ their audience (ex: with the following characteristics of their profile…) that becomes a component of the registered “opportunity listing” – this tells the member’s search to self-qualify for this matching “opportunity”. This only generate the highest quality leads – matched to the opportunity to offer that “interested” and “qualified” prospect $1-$2 (on average) in Goodwill value (as a custom donations w/ equal rewards) for their attention and recall (10 minutes of their un-divided attention).
  20. Going beyond regular commerce, and outbound ERP systems that focus on the distribution process, social-web architecture incorporates many of the B2B functionality, thinking procurement from the member’s position (where to find opportunities that match my interests), along with an auction style (offering increasing rewards for research and sponsor qualifications to opportunity listing) approach – between multiple vendors offering opportunities in the same interest theme/category.
  21. This is here to more or less remind us that the task requires we (1) separate the business layer from the application and data layers – virtualizing the functionality (hardware independent – allowing online high speed performance) and the data (i.e. using cloud based mass storage).This directly affects the way we structure the content to be stored, so as to generate the smallest set of data that is subsequently retrieved.
  22. Note that the gross profit, which represents an 8% operating overhead (i.e. 92%+ of the revenues from content, research, networking and awards, goes to sponsor and member custom donations with the equal value in ‘rewards’), is based on:Very low computing, storage and bandwidth costs (infrastructure) 98% of user functionality is automated. SMRC on-going expenses are (1) marketing for new sponsors, (2) marketing content and lead fulfillment (as rewarding research) to cause marketing sponsors, 3) oversight of all automated functions, and (4) customer support including on-going monitoring and reporting of each 501-c3’s social impact. 5-10% of SMRC’s income may come from professional services for sponsors – from mobile/social program development, through in-depth analysis of a sponsor’s market (based on the collective information of the sponsor’s associated followers enrolled with SMRC.
  23. Base model: all monies ‘value’ as donations +rewards (points) of equal value per day:$0.75 (generated by each person, from 25+ sponsors bidding $0.03 per profile for one of the charities in each person’s charity profile (with 5 minimum favorite charities) – TO BE DISTRIBUTED AS FOLLOWS$0.60 for each user minimum$0.03 for the user’s host (or 4% of $0.75) $0.03 for the user’s host to give away (the donations and the reward credit) to a worthy cause. The host gets the goodwill value for recognizing the social value and making the award.$0.03 for SMRC to give away (similar to above) $0.06 for SMRC operating overhead (compare at 2-5X the cost with competitive services – even if they could offer these services.Note: Rewards (points) can be converted into charitable deductible receipts, which becomes final as the value is directly related to the charity and a person. Reward (points) may also be redeemed for prizes (which may carry sales tax similar to winning a car), or ‘exchanged’ with for-profit sponsors (which is considered as ‘personal incomes’ – and the taxes (at 35%) are extracted and paid during the exchange (which also typically will be offering less than the published market value).
  24. NOTE: After the first $3 Million investment, the company will be re-valued for $10 million with the cost of shares increasing 500%, for the $25 Million investment Similarly, the price per share of the $100 million investment will increase 400%. Net story: an increasingly smaller percentage of a return that is growing exponentially
  25. NOTE:SMRC recommends that each investor liquidate annually ~1/2 of their investment each year – targeting SMRC’s 501-c3’s to be the eventual ‘owners’ of SMRC, as we have described in SMRC’s Exit plan.Respectively, SMRC equity sponsors-partners with large followings or an interest in Cause Marketing ‘on steroids’, have the opportunity to achieve greater returns from being a SMRC Sponsor as compared to their equity investment
  26. What is the current equity status of SMRC? 1. SMRC Executive (Founders) Shares = 30%, Regular Preferred Shares = 40% and Regular Common Shares = 30%8.5 of SMRC total equity are allocated – this represents 28.5% of SMRC Executive Common shares0% of SMRC Preferred and Common Shares are un-allocatedSMRC is seeking $3M of funding respective to 40% of the Executive Founder’s sharesWhat if people don’t know what charity to pick?Followers are prompted to support their host’s charity at upwards of 30% of their allocations (while they keep the rewards) if they do not already have a charity in mind.As members register with any sponsor or host, the charities selected by earlier members are available to new membersEvery 501-c3 charity supported receives regular social impact ratingsHow do people know that their identity is safe and SMRC won’t sell their identity?All content released to any sponsor contains no identity contentPromoting their customized opportunities noninvasively will create at least double the response as invasive methodsHow do we know people will be willing to watch promotions and answer questions? Each opportunity is totally customized to the follower’s on-going interestsPeople will know about opportunities in advance, that they’ll see in their free timeFulfillment of interests, without purchase required, benefitting their favorite charities with rewards.Why will sponsors pay for content that is already free?SMRC gets people’s permission to make their public content more valuable – for themselves and for others (noninvasively)SMRC makes all social content more valuable by continuously and precisely learning what each person ‘really’ likes – by analyzing all topics in conversation and finding the common characteristics (custom search themes) in what they have liked (from their history) and currently share. Examples : What’s common bw. 3 of 10 favorite books, Amazon X 3 or Pandora.SMRC provides the most in-depth anonymous profiles on highly qualified prospects, coupled with a noninvasive delivery method generating over 2X+ the responseWhat will people see aside from the task bar and their custom opportunity report?Pretty much nothingCan my donations go to a political organization? - No, but the rewards can.
  27. What will SMRC grow faster than the Internet?Because we only invite new SMRC members through sponsors who invite their followers, as compared to just customers or subscribersWhat is SMRC’s competitive posture & strategy? A business and technical architecture and offering that makes it much more profitable and powerful by becoming a friendly competitor. Giving everything away and working on a 4-8% operating margin 20+ years experience in technologies that extract the emotional character of human/social interaction The sophistication and experience required, combining subject matter expertise in the leading edge social-web-cloud-trade technologies for mega projects.When will SMRC launch?3 months from securing the launch budget; The time requirement is for marketing to secure ~1500 sponsors (with half as cause marketing sponsors); Rebuild/Testing will take 1.5 months and Processing each pre-registering member’s 2 year social media scan (and analysis) will take the next 1.5 months.How soon will it be before SMRC is self-sustaining?- Based on a three month escalation (from launch: 33% first month, 66% by month 2, and 100% by month 3), SMRC will be profitable in the first month at: $227M+ per month in cash flow generating $181+ million for member’s charities and member rewards and $9.1+ million for sponsor’s charities and sponsor rewards $18.2+ million for Awards of donations with rewards - split bw. SMRC sponsors and SMRC staff $18.2+ million in SMRC service revenues What will be the impact of SMRC year one? – Actually the first 9 months after the 3 month build-to-launch3 X the value of content sales or- $6,308,856,000 in donations to member’s charity and member rewards- $315,442,800 in sponsor donations and sponsor rewards- $630,885,600 in Awards of donations with Rewards (1/2 by sponsors and ½ by SMRC staff)--$630,885,600 in SMRC service revenuesWhat’s the benefit proposition for social followers? A minimum of $0.60 per day (or $219 per year) as donations with rewards for their everyday authorized anonymous public social content and feedback (as custom interest themes, qualified by their history of interests and active social discussion) A minimum of $0.03 per follower per day, as donations with rewards for their follower’s everyday authorized anonymous public social content and feedback, who responds to their invitation to this by-invitation only monetization and research service.- $5-$10 per hour as donations with rewards for responding to sponsors matched to their custom interest themes, without purchase requiredWhat’s the benefit proposition for sponsors? A minimum of $0.60 per day (or $219 per year) as Goodwill value (as donations to each follower’s favorite charities with the equal value in rewards) for their follower’s everyday authorized anonymous public social content and feedback (as custom interest themes, qualified by their history of interests and active social discussion) – that doesn’t cost sponsors anything! A minimum of $0.03 per follower per day, as donations for each sponsor charities, with rewards, for the everyday authorized anonymous public social content and feedback of followers who responds to their invitation to this by-invitation only monetization and research service. $0.03 per anonymous qualified public profile by charity (promoted non-invasively in a database listing matched to follower’s custom interest themes for 2X+ the response); $1-2 on average per instance, for 10 minutes of un-divided attention by such highly qualified prospects/leads – fulfilling people “will like” interests and charity affiliation with sponsors matching their interests, co-branded with each prospect’s favorite charities – stimulating interaction with Goodwill for every sponsor-to-member interaction. Millions of monthly new visitors (other SMRC members), retained based on the value of each sponsor’s interactive social content. What’s the benefit proposition for sponsor-partners? The benefits of being a SMRC sponsor (above) Net Value Increase (on a net $600+ million in the first 9 months as SMRC service revenues): * A minimum of 20:1 increase in value for sponsor-partners in the first $3 million round * A minimum of 10:1 increase in value for sponsor-partners in the second $25 million round * A minimum 5:1 increase in value for sponsor-partners in the third $100 million round (establishing the bank w/ $137+ Billion flow)
  28. What’s the benefit proposition for 501-c3 charities? CONTENT: A minimum of $0.60 per day (or $219 per year) as Goodwill value (as donations to each follower’s favorite charities, typically allocating 1/3 or more to their host’s favorite charity, while retaining the equal value as personal rewards) for their follower’s everyday authorized anonymous public social content and feedback (as custom interest themes, qualified by their history of interests and active social discussion) – that doesn’t cost sponsors anything!DIRECT INVITED FOLLOWERS: NETWORKING A minimum of $0.03 per follower per day, as donations for each sponsor charities, with rewards, for the everyday authorized anonymous public social content and feedback of followers who responds to their invitation to this by-invitation only monetization and research service. The net for charities is to secure an average of $0.20 (as $0.60 / 3) + $0.03 in value (as donations with the equal value in deductible tradeable rewards per follower responding to your invitation to register at no cost for this service. FOLLOWERS INVITED BY OTHER SPONSORS (celebrities, charities, businesses, or social organizations): $0.00 - $0.56 minimum per day as donations (without rewards), for every follower of other sponsors who lists your charity as one of their favorites. You visibility within SMRC is most effected by (a) your on-going SMRC 501-c3 social impact rating report, (b) your 501-c3’s visibility within the SMRC system (as a charity option with other sponsors), and (c) your 501-c3’s overall social visibility and reputation. RESEARCH: $0.03 per anonymous qualified public profile by charity (promoted non-invasively in a database listing matched to follower’s custom interest themes for 2X+ the response); $1-2 on average per instance, for 10 minutes of un-divided attention by such highly qualified prospects/leads – fulfilling people “will like” interests and charity affiliation with sponsors matching their interests, co-branded with each prospect’s favorite charities – stimulating interaction with Goodwill for every sponsor-to-member interaction.TRAFFIC: Millions of monthly new visitors (other SMRC members), retained based on the value of each sponsor’s interactive social content. Why hasn’t anyone before done this?The majority of the marketing world doesn’t believe it’s possible to create a service that almost everyone would like to play.Provided you can get around (provide solutions) for the 3 key reasons (don’t know, can’t afford, don’t trust) that everyone does not have 3 or more favorite charities at the tip of their tongueThe majority of the market (with a few exceptions like Pandora) hasn’t yet figured out to find for the common themes/keywords that link multiple content artifacts as compared to just one, across multiple categories as compared to within one.Creating an explanation of the monetization of people’s content, demonstrating how the non-invasive listing of custom promotional review opportunities that match each person’s interests, will produce double the response for vendors without any invasive emails, ads, etc.The match between people’s interests and sponsor’s matching themes, co-branded with each person’s favorite charities .The need to have hundreds of cause marketing sponsors to provide enough coverage for fulfilling every person’s interests/ needs, as well as potentially drawing millions of followers (new SMRC members) per sponsor.The need to have sufficiently powerful incentives for sponsors (in this case 4% of the value of followers, for their everyday social personal content, sponsor feedback or responding research at their sponsor’s site, or any other sponsor’s site – that does not offset the value of generating social content or rewarding research (i.e. incentivized by the rewards of networking, but not dependent on it for stability or market growth.Similar to SMRC’s policy of giving equal value for positive or negative content (just no hate content or unprofessional conduct), it’s critical to maintain a 501-c3 rating service to insure integrity in everyone’s choices of their charities.What do I lose by not getting started right away?As a sponsor-partner: the loss of a 10-20 to 1 return on value as this opportunity will not be around long with 20: 1 return for the first round partner-sponsors and 10:1 on the 2nd round investors (including a 5X escalation of the services’s net value after the first round)As a sponsor: The loss of members/followers to invite as other organization’s invitations overlap yours, and every member can only have one sponsor.As a sponsor or a follower: the loss of double the potential of all donations and rewards generated – for life.Who is doing anything similar using social media and support for charity?Essentially every company who uses the social media to login, secure Likes, Stars, Tweets, etc. ratings, or has other rating systems linked to their social content – is creating content that allows people to share what they like. Similarly, while many companies have cause marketing programs, most are based on apportioning part of a commerce sale to a popular charity. By contrast with SMRC, each other systems lacks one or more of the following characteristics:1. Support for only the major social media formats2. Support for only selective charities promoted by the sponsor3. Little if any support for cause marketing except as it relates to a purchase4. From people’s social media, only direct correlations (keywords) are associated to a content artifact, as compared to rating the many individual content artifacts referenced in social conversation5 Few systems, with rare exceptions, correlate what people will like, from the common themes that link their history of interests and active social discussion – in and across topic categories, as well as between friends (that often share the same opinion on one or more topics)6. Few systems, with rare exception, have realized the benefit of doubling response by promoting their preview opportunities noninvasively.7. Few systems, with rare exceptions, have created a system where people’s qualified interests match up with a sponsor’s themes and support for the same charities – as compared to sponsor promoting what they think people will like or want them to like (that’s old school).8. Few systems, with rare exception, have created a simple research .8. Support for interactive mobile video – providing alternative support for mobile flash (now dropped by Adobe).9. Support integrated for authority web sites.What is the link to SMRC’s Cash Flow/P&L projections?http://www.socialmarketresearchforcharity.org/smrc.incomesheet.pdf What is the link to SMRC’s Exec. Summary & Plans?- http://www.socialmarketresearchforcharity.org/smrc.business.profile.pdf
  29. Please see Social Market Research for Charity (SMRC), at:------ Sponsor and Member Collateral & Attachments:> http://www.socialmarketresearchforcharity.org/sponsor.pdf (sponsor introduction template as doc)> http://www.socialmarketresearchforcharity.org/smrc.process.pdf (1 page: how it works)> http://www.socialmarketresearchforcharity.org/Flyer.pdf (1 page sponsor flyer) > http://www.socialmarketresearchforcharity.org/smrc.incomesheet.pdf (1st yr/mo; 2nd yr/Quarter; 3rd yr/summary)> http://www.socialmarketresearchforcharity.org/member.pdf (introduction template as doc)> http://www.socialmarketresearchforcharity.org/sponsor1.pdf (sponsor to sponsor invitation template as doc)http://www.slideshare.net/pnakatadroid/monetize (main video slideshow - also same as on SMRC website)------ Founder’s message/introduction:> http://www.socialmarketresearchforcharity.org/founder.intro.pdf (Founder's intro, a link on sponsor.pdf)------ Sponsor-Partner Investor Collateral & Attachments:> http://bit.ly/Ua0KQN (SMRC CBO CV: same as www.socialmarketresearchforcharity.org/offer/smrc-cv.cbo.pnakata.pdf)> http://www.socialmarketresearchforcharity.org/smrc.business.profile.pdf (SMRC Exec. Summary/Plans)> http://www.slideshare.net/pnakatadroid/socialmedianrewardstechnology (SMRC Partner/Investor PowerPoint) http://www.socialmarketresearchforcharity.org/PPT/smrc.presentation2d.pptx (PowerPoint of above)------ SMRC’s Open Source HTML5 Mini White-Paper:> http://www.socialmarketresearchforcharity.org/html-slideshows.1.html (HTML5 Video Mini White Paper)+++++SMRC is a Supplemental, Non-Invasive, User-Centric Media Monetization & Co-Branding Research service that [1] continuously pays to learn precisely what you ‘WILL like’ from ‎‎[the custom theme(s) that link] what you [have REALLY Liked &] share in the PUBLIC social/ web media, matched [2] w/ REWARDING opportunities ‎to learn more no purchase required: [As highly qualified leads, incentivized by the triple+5 rewards of creating Social Good w/ the sponsors who ‎support your favorite causes].‎SMRC currently has 7+ million people in the pipeline, including major universities, major children's health centers, national ‎youth ‎groups, and community churches, whose content will already generate a minimum $2.4 Billion in custom charitable ‎donations and ‎member rewards, year one!‎We are looking to strategically partner with you and 1000’s of other sponsors, in order to generate a conservative: [a] $137 Billion per year to 501-c3 charity & ‎member rewards, [b] $6.85 Billion / year to sponsor charity & sponsor rewards, [c] $11 Billion / year each, to (i) awarded donations (w/ rewards) & (ii) SMRC services, ‎and [d] $1+ Trillion / year in related sponsor revenues, by year 3. Sound impossible? Be assured it’s not. I was the IBM Sr. World-Wide Business ‎Architect Auditor2, responsible for introducing Open Source and “e-Business”, and the numbers are very conservative* with this model‎.Contact us at your earliest convenience to become a SMRC sponsor.Best Regards, Phil Nakata, CBO, Founder and Senior Principle of SMRC
  30. FUTURE SERVICES:match my favorites/ find what my doppelganger's likespromote identity services as public profiling + 'gossip alert' & response servicesIn-depth analytics for any sponsor - covering hundreds of items in a person's profile (dynamic)
  31. As a sponsor, monetizing content & traffic, creating donations & rewards; (a) Secure $0.03 per member per day as donations + rewards for social & sponsor content, (b) Cause market co-branding w/charity @ $0.03 per profile, $1-$2 for 10 minutes of un-divided attention as donations +rewards; No cost to register.As a sponsor spokesperson, primarily inviting other sponsors (who have followers, as compared to sponsors who know other sponsors); Secure $0.438 per follower per year + 0.0016 X follower's value generated by research; No cost to registerAs a SMRC partner finder, for an equity + commission (1% Founders shares per $100,000 generated, capped at 6% + 6% finder's commission) – applicable only to SMRC initial $3MM round needed to establish SMRC’s market launch. Investments by SMRC sponsors from ‘partner finders’ will only be honored for the additional equity (while the commission will always be paid), if the ‘partner finder’ has at least a 1% investment themselves with SMRC, prior to the SMRC securing the initial $3MM budget. In any case, the partner finder will register and serve as either a SMRC sponsor (at no cost to register) or a SMRC Sponsor Spokesperson.4. As an Equity Partner (e.g. also serving as a sponsor or sponsor spokesperson; with a strong public philanthropic profile) in the $3 M, $25 M or $100 M funding rounds. Preferred equity partners for the $3M (to get to launch) or $25M funding rounds, should be either (a) social media companies that went public in the last 3 years, (b) Celebrity, business, charity or social organizational sponsors with 5+M followers (that includes all major search engine, directory, and authority web sites / services). In any case, the partner finder will register and serve as either a SMRC sponsor (at no cost to register) or a SMRC Sponsor Spokesperson5 Various positions will soon be available in all roles as defined in the notes of slide 31.
  32. Again, all sponsors will have a custom registration URL
  33. SMRC finder’s fee agreement : http://www.slideshare.net/pnakatadroid/smrcfindersfeeagreementtemplate122012SMRC Equity Partners’ Terms-Financing Agreement:http://www.slideshare.net/pnakatadroid/smrcequitypartnertermsfinancingagreementSMRC’s LOI/MOU template (a richer agreement than above) is at:http://www.slideshare.net/pnakatadroid/smrcloi