C-level risk and performance metrics and ratios based on industrial-era analytics were not designed to capture intangible values or the dynamic relationships between businesses and their value chains

1. SIMMETHOD
A new way to measure and predict
your corporate risk and
performance
Is the SIMMETHOD Strategy & Execution
Performance Predictive Index a strong
leading indicator of Teradata’s future risk
and performance?
4/5/2014 1
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2. SIMMETHOD Strategy & Execution
Performance Predictive Index
On April 2, Tiernan Ray wrote on Barron’s
Tech Trader Daily:
• “A bit of debate is underway about what
to expect from enterprise Big Data
technology provider Teradata amidst
rising competition from open-source
software Hadoop”
4/5/2014 2
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3. SIMMETHOD Strategy & Execution
Performance Predictive Index
• “Summit Research’s Srini Nandury
reiterates a Buy rating, and a $58 price
target, writing that the main issue for
the company has been a slowdown in IT
spending, not Hadoop, and that things
are about to turn around for the
company”
4/5/2014
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4. SIMMETHOD Strategy & Execution
Performance Predictive Index
• Cowen & Co’s Peter Goldmacher
reiterates an underperform rating on
Teradata shares, writing that Q1 results
on May 1st may best street expectations,
but that the rest of the year may
disappoint”
4/5/2014
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5. SIMMETHOD
• Is Teradata performance
predictable based on the
SIMMETHOD Strategy and
Execution Performance
Predictive Indices?
4/5/2014 5WWW.SIMMETHOD.COM

6. SIMMETHOD
Risk and Opportunity Alerts
4/5/2014 WWW.SIMMETHOD.COM 6

7. The Way We Measure Corporate
Performance Is Broken
Why do
Businesses
fail?
Blockbuster
Borders
Circuit City
Mervyns
Wachovia
Washington
Mutual
Linen n’
Things
4/5/2014 7WWW.SIMMETHOD.COM

8. The CEO Lament in the Business
Analytics Market
• We did not see it coming. All my
Divisions and Product’s Analytics
pointed North while my Business
as a whole (in comparison to
new competitors and the Best-
In-Class in multiple industries)
went South.
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9. Disrupting the Way We Measure
Corporate Risk and Performance
There are three main problems:
• The lack of a single industry-agnostic
scale to measure and predict corporate
strategy & execution (competitive
advantage) leads to erroneous and
inconsistent C-level visibility and
decision-making
4/5/2014 9WWW.SIMMETHOD.COM

10. Disrupting the Way We Measure
Corporate Risk and Performance
• Silos-analytics and leading indicators
that lead to erroneous C-level decisions
based on many versions of the truth
unintegrated to business strategy and
objectives
4/5/2014 10WWW.SIMMETHOD.COM

11. Disrupting the Way We Measure
Corporate Risk and Performance
• C-level risk and performance metrics
and ratios based on industrial-era
analytics that were not designed to
capture intangible values or the
dynamic relationships between
businesses and their value chains
4/5/2014 11WWW.SIMMETHOD.COM

12. Silos Analytics Lead to Many Versions
of the Truth and Erroneous Decisions
4/5/2014 12
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13. 4/5/2014
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13
Lack of Business and Value-Chain
Leading Indicators and Risk Alerts
Company
view
SIMMETHOD™
industry view
indicators &
alerts
SIMMETHOD™
value-chain
view, leading
performance
indicators &
alerts
SIMMETHOD™
global market
view leading
risk/
performance
indicators &
alerts database
Inward-
Looking
Analytics
Maximum
Risk,
Minimum
Visibility
Value-Chain and Market
Leading Indicators and Risk
Alerts
Minimum Risk and Maximum
Visibility

14. The Leading Indicators and Risk Alerts
of the Best-In-Class
Why do you need Industry Agnostic Leading
indicators and Risk/Opportunities Alerts?
• In an interdependent Market (like the Planets
in the solar system) your current and future
risk and performance are impacted by an
ecosystem of constantly changing
competitors coming from inside
and outside your Industry.
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15. Your Gap to SIMMETHOD’s Best-In-Class
Determines Your Risk and Performance
Your current
position against
the B-I-C and
competitors
Gap to B-I-C in
your industry
Gap to
Competitors in
a range of
industries
Gap to B-I-C in a
range of
industries
Your original
targets against
SIMMETHOD
Database
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16. SIMMETHOD’s Disclaimer
• The purpose of the SIMMETHOD
Strategy/Execution Performance Predictive
Index, Reports and Risk/Opportunities Alerts
is not to make a Business right or wrong but
rather contribute towards the understanding
of management actions in comparison to
industry peers and the SIMMETHOD Best-In-
Class.
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17. SIMMETHOD’s Disclaimer
• SIMMETHOD’s Strategy/Execution
Performance Predictive indices, metrics and
risk/opportunities alerts do not seek to be
exact but rather serve as a conduit to ask
better questions and seek better answers in
the performance improvement, risk
minimization and value creation journey.
4/5/2014 WWW.SIMMETHOD.COM 17

18. SIMMETHOD’s Disclaimer
• Sometimes, the value of a metric in itself
does not provide the greatest of insights, but
valuable actionable knowledge is gained
from its ability to provide a trend or a
common comparison yardstick with other
Businesses across a range of industries.
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19. SIMMETHOD’s Disclaimer
• This report is for informational purpose only
and SIMMETHOD shall not be liable for the
contents of the report or risk/opportunities
alerts or for any damage incurred or alleged
to be incurred to any of the Businesses
included in the Report as a result of its
content
4/5/2014 WWW.SIMMETHOD.COM 19

20. SIMMETHOD
• Is Teradata performance
predictable based on the
SIMMETHOD Strategy and
Execution Performance
Predictive Indices?
4/5/2014 20WWW.SIMMETHOD.COM

21. SIMMETHOD’s C-Level Indices Business
Trends 2012-2013
Teradata and the Best-In-Class
The following C-Level indices show Teradata’s
ability to:
• Strategize and execute against the
SIMMETHOD Best-In-Class
• Compete against the Best-In-Class and
current and future competitors
and are leading indicators of future business
opportunities, risk and performance
4/5/2014 21
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22. SIMMETHOD’s C-Level Indices Business
Trends 2012-2013
Teradata and the Best-In-Class
• When the Best-In-Class and your
SIMMETHOD C-Level indices are
moving in opposite directions your
ability to compete weakens in
proportion to your widening gap to
the Best-In-Class
4/5/2014
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23. SIMMETHOD’s C-Level Indices
Business Trends 2012-2013
Teradata and the Best-In-Class
4/5/2014
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0
5
10
15
20
25
30
35
40
SIMMETHOD
Management
Controllable
Resources index
SIMMETHOD
Value Creation
Index
SIMMETHOD
Minimum
Company
Business Model
index
SIMMETHOD
Strategy &
Execution
Performance
Predictive Index
Teradata 2012
Teradata 2013
Average 2013
Best-In-Class
Although still positive and above average, every
C-level index is pointing south from an historical
trend and against the Best-In-Class point of
views. Will the trend be reversed in 2014?

24. SIMMETHOD’s C-Level Indices Business Trends
2012-2013
Teradata and the Best-In-Class
• What are Teradata’s strengths and
weaknesses in relation to its peers and
the SIMMETHOD Best-In-Class and what
are the areas that need to be improved
to narrow the gap to 2014 Best-in-Class
performance?
4/5/2014
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25. SIMMETHOD’s Business Trends Across the
Major Indices – 2012 to 2013
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-5
0
5
10
15
20
25
30
35
40
Teradata
2012
Teradata
2013
Negative trends in the Sales, Overheads, HR
and Cash/debt indices have contributed to
a lost of competitive advantage against
peers and the Best-In-Class

26. SIMMETHOD Competitive Intelligence
Ability to Strategize and Execute Against Peers
4/5/2014
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Teradata
Oracle
SAP
IBM
-5
0
5
10
15
20
C-Level view of risk and performance against peers
Teradata Oracle SAP IBM

27. SIMMETHOD Industry and Business Trends
Sales and Marketing contribution to Business Value
2012 to 2013
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-5
0
5
10
15
20
25
30
35
40
Teradata Strategy &
Execution
Performance
Predictive Index
B-I-C Strategy &
Execution
Performance
Predictive Index
Teradata Sales Index B-I-C Sales Index
2012
2013
The drop in Teradata’s Sales index shows a decreased
contribution of Teradata’s sales to value creation and a
weakened competitive position against the Best-in-Class

28. SIMMETHOD Competitive Intelligence
Sales and Marketing View
4/5/2014
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-5
0
5
10
15
20
IBM Oracle SAP Teradata 2013 B-I-C
SIMMETHOD
Sales Index
SIMMETHOD
Strategy
/Execution
Performance
Predictive
Index
Although its Sales Index has underperformed the
B-I-C, other indices have contributed to Teradata’s
above average Strategy & Execution Performance
Predictive Index

29. SIMMETHOD™ Industry and Business Trends
HR contribution to Business Value 2012 to 2013
4/5/2014
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0
5
10
15
20
25
30
35
40
Teradata Strategy &
Execution
Performance
Predictive Index
B-I-C Strategy &
Execution
Performance
Predictive Index
Teradata HR Index B-I-C HR Index
2012
2013
The drop in the HR Index shows a declining contribution
from HR to Business value creation and a weakening of
Teradata’s competitive position against the Best-In-Class

30. SIMMETHOD Competitive Intelligence
HR View 2013
4/5/2014
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-5
0
5
10
15
20
25
IBM Oracle SAP Teradata 2013 B-I-C
SIMMETHOD HR
Index
SIMMETHOD
Strategy
/Execution
Performance
Predictive Index
A high score on the 2013 Strategy & Execution
Performance Predictive Index is a leading
indicator of 2014 above average performance

31. SIMMETHOD Strategy & Execution
Performance Predictive Index
In summary, is the Strategy & Execution
Performance Predictive Index a good
leading indicator of Teradata’s 2014
threats, opportunities, risk and
performance?
4/5/2014
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32. SIMMETHOD Strategy & Execution
Performance Predictive Index
TERADATA Trends and competitive intelligence
2012-2013 Same index performance Negative trend
2012-2013 Strategy & Execution
Performance Predictive Index same index
performance
Negative trend
2012-2013 Performance against the Best-
In-Class
Negative trend
2013 Strategy & Execution Performance
Predictive Index against peers
Positive
2013 Strategy & Execution Performance
Predictive Index against the Best-In-Class
Positive
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33. SIMMETHOD
Risk and Opportunities Alerts
• The SIMMETHOD algorithms review business
data and stockholders valuation-decisions
across business sectors and build industry-
agnostic indices in order to identify, measure,
correlate and predict your strengths,
weaknesses, risks and opportunities against
your current and potential future
competitors from inside or outside your
industry.
4/5/2014 33
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34. SIMMETHOD
2014 Industry and Business Trends
• SIMMETHOD’s Strategy & Execution
Performance Predictive Indices and trends
are not deterministic. Businesses that act on
their leading indicators and risk alerts will
improve their 2014 performance as will be
shown in the forthcoming update of the
SIMMETHOD database, performance
predictive indices and correlations.
4/5/2014
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35. SIMMETHOD
Risk and Opportunities Alerts
SIMMETHOD is in the top 1% of most
viewed in Slideshare and has been
“Hot” on LinkedIn, Twitter and
Facebook 47 times.
4/5/2014 WWW.SIMMETHOD.COM 35

36. Jorge Oscar Tabacman
jtabacman@gmail.com
Twitter ID: SIMMETHOD
SIMMETHOD
A New Way to Measure and Predict
the Risk and Performance of Your
Business and Alert You of New
Threats and Opportunities
4/5/2014 36WWW.SIMMETHOD.COM