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Enterprise SolutionsEnterprise SolutionsChandra Shekar Kakal
Vice President and Head – Enterprise Solutions
Chandra Shekar KakalVice President and Head – Enterprise Solutions
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Safe HarborSafe Harbor
Certain statements made in this Analyst Meet concerning our future growth prospects are forward-looking statements, which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, intense competition in IT services including those factors which may affect our cost advantage, wage increases in India, our ability to attract and retain highly skilled professionals, time and cost overruns on fixed-price, fixed-time frame contracts, client concentration, restrictions on immigration, industry segment concentration, our ability to manage our international operations, reduced demand for technology in our key focus areas, disruptions in telecommunication networks or system failures, our ability to successfully complete and integrate potential acquisitions, liability for damages on our service contracts, the success of the companies in which Infosys has made strategic investments, withdrawal of governmental fiscal incentives, political instability and regional conflicts, legal restrictions on raising capital or acquiring companies outside India, and unauthorized use of our intellectual property and general economic conditions affecting our industry. Additional risks that could affect our future operating results are more fully described in our United States Securities and Exchange Commission filings including our Annual Report on Form 20-F for the fiscal year ended March 31, 2004 and quarterly report on Form 6-K for the quarter ended June 30, 2004. These filings are available at www.sec.gov. Infosys may, from time to time, make additional written and oral forward-looking statements, including statements contained in the company's filings with the Securities and Exchange Commission and our reports to shareholders. The company does not undertake to update any forward-looking statements that may be made from time to time by or on behalf of the company.
Slide 2
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
AgendaAgenda
» Overview
» Yesterday’s Wisdom vs. Today’s Reality
» Market Challenges
Slide 3
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
» Overview
» Yesterday’s Wisdom vs. Today’s Reality
» Market Challenges
AgendaAgenda
Slide 4
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Enterprise Capability Unit ….Enterprise Capability Unit ….
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ENTERPRISE SOLUTIONS
Slide 5
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
…providing solutions and services on the enterprise value chain……providing solutions and services on the enterprise value chain…
Enterprise Application Integration (EAI)
SUPPLIER ENTERPRISE CUSTOMER
ERP – Enterprise Resource Planning
SCM – Supply Chain Management
CRM – Customer Relationship Management
SRM – Supplier Relationship Management
SRM/SCM ERP CRM
Business Intelligence (BI)
Slide 6
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
…with delivery reach across continents…with delivery reach across continents
» Delivered projects in more than 25 countries spread across the globe
» Americas
» Europe
» Middle East and Africa
» Asia Pacific
Consulting Services
Sustenance Services
Enhancements/
Development
Version Upgrades
Implementation /
Rollout
Slide 7
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
272533
804
1,266
1,979
2,494
0
500
1,000
1,500
2,000
2,500
3,000
2000 2001 2002 2003 2004 Jun-04
14
38
65
92
145160
0
20
40
60
80
100
120
140
160
180
2000 2001 2002 2003 2004 LTM Jun2004
…growing at a robust pace…growing at a robust pace
ES Revenues No. of People
CAGR 77%CAGR 68%
YearYear
$ Mn
» Our growth over the years has helped us to take competition head on…
Slide 8
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
» Overview
» Yesterday’s Wisdom vs. Today’s Reality
» Market Challenges
AgendaAgenda
Slide 9
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Myth around Package products brokenMyth around Package products broken
Yesterday’s Wisdom… # 1:
» Package related services are onsite centric
Today’s Reality:
» Package related services
» Leverage Global Delivery Model
» Apply CMM concepts
Slide 10
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Global view vs. Local knowledge – a delicate balanceGlobal view vs. Local knowledge – a delicate balance
Yesterday’s Wisdom… # 2:
» Local needs of a country or a division are to be served by
local consulting teams
Today’s Reality:
» Combination of global teams and local talent
» Have an overview of the customer’s Global IT initiative
» Maintain continuity and ‘walk’ with the customer
» Cater to local needs
Slide 11
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Servicing the global corporations by global teamsServicing the global corporations by global teams
Yesterday’s Wisdom… # 3:
» Multiple maintenance and support teams
» Different countries or different divisions
» Different group companies
Today’s Reality:
» Global Shared Support Services
» 24 X 7 support to customers
» Single support organization
Slide 12
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
End-to-end service ensures bottomline responsibilityEnd-to-end service ensures bottomline responsibility
Yesterday’s Wisdom… # 4:
» Niche service providers for distinct needs
Today’s Reality:
» Collaboration to provide end-to-end offerings with a seamless team structure
» Provides expertise across the entire IT spectrum including consulting and outsourcing
» Predictability in customer experience
Slide 13
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Change in Packaged product eco-systemChange in Packaged product eco-system
Yesterday’s Wisdom… # 5:
» Outsourcing does not involve off-shoring
Today’s Reality:
» Major outsourcing initiatives expect off-shoring
» Product eco-system is becoming offshore centric
Slide 14
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Successfully executing strategies to generate business valueSuccessfully executing strategies to generate business value
Yesterday’s Wisdom… # 6:
» Creating strategies and then executing them - difficult to practice
Today’s Reality:
» Expectation of complete ownership - ideas to execution
Slide 15
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
AgendaAgenda
» Overview
» Yesterday’s Wisdom vs. Today’s Reality.
» Market Challenges
Slide 16
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Large product vendors face challenges…Large product vendors face challenges…
» Large businesses not spending on full-suite ERP implementations
» Uncertain market conditions accentuated by mergers and acquisitions
» Investments being channelled to enhance existing applications for driving revenue and productivity gains
» Adoption of technologies such as Service-Oriented Architectures and Web Services
» Vendors investing in integration software platforms» SAP NetWeaver
» Oracle 10g/9iAS
Slide 17
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
…the market opportunity is large…the market opportunity is large
“Although small and mid size businesses (SMBs) are relatively new users of offshore services, demand is increasing as services become more affordable.”
Source: Gartner (Worldwide IT Services Market 2002-2007; Jan 12, 2004), Authors: Ellie Babaie, Kathryn Hale, Robert De Souza, Jacqueline Heng, Rika Narisawa
ERP License Revenue and Scenario Forecast
Million USD
Source: Gartner (ERP License Revenue and Preliminary Forecast: Worldwide 1998-2008; March 2004;Author: Chad Eschinger
Slide 18
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
…for developing solutions to deliver business results……for developing solutions to deliver business results…
inTune suite of Upgrade Solutions
BenefitsOne
Business Application enabled Integration
Integration Competency Center
SAP
Oracle
Distributed Order Management
Package Assurance
PeopleSoft
Siebel
Slide 19
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Enterprise Solutions
ProgeonInfosys Consulting
Package Implementation & IT support driven by Functional Expertise & Delivery Excellence
Reducing the cost of Operations by effective use of Outsourcing
Providing High-End Consulting to enable clients gain Competitive Advantage
ES
IC BPO
By providing End-to-End solutions through collaborationsBy providing End-to-End solutions through collaborations
Slide 20
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
Meeting challenges posed by the pace of growth… Meeting challenges posed by the pace of growth…
ES University, Hyderabad» Training consultants to meet
supply constraints of ERP recruitment
» Focus on:
» ‘Boot Camp’ Training
» Continuous knowledge acquisition and transfer
» Building knowledge assets like tools, methodologies, templates etc.
Slide 21
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
…with strong alliances and relationships…with strong alliances and relationships
» Joint business plan with identified milestones
» Periodic reviews of the plan
» Focus on new generation product lines and versions
» Closer interaction between product development teams and Infosys consultants
Slide 22
© Infosys Technologies Limited 2004-2005 Analyst Meet 2004 | New Game. New Rules.
…for bringing enhanced value to our clients…for bringing enhanced value to our clients
Ensuring rapid growth by
» Riding on ‘New Game. New Rules’
» Collaborative end-to-end service offerings
» Taking advantage of global teams
» Providing Value-added solutions
» Managing supply constraints
Slide 23