© infosys technologies limited 2004-2005 infosys consulting stephen pratt ceo & managing...

© Infosys Technologies Limited 2004-2005

Infosys ConsultingInfosys ConsultingStephen Pratt

CEO & Managing DirectorStephen Pratt

CEO & Managing DirectorPaul Cole

Managing DirectorPaul Cole

Managing Director

© 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


We see a new game with new rules in the Business Consulting industryWe see a new game with new rules in the Business Consulting industry

Management Consulting Firms» Advisors» Business Experts» On-site» High Cost» High Quality Ideas


Systems Integrators » Do-ers» IT Experts» On-site» High Cost» High Quality Project Management


Off-Shore Software Engineers» Do-ers» IT Experts» Off-site» Low Cost» High Quality Technology


New Model Business Consulting Firm » Advisors + Do-ers» Business + IT experts» On-site + Off-site» High Quality Business Results» Lower Cost


20th Century

21st Century

Slide 3


We see a new game with new rules in the Business Consulting industryWe see a new game with new rules in the Business Consulting industry

- Cultural rejection of Do-ers and Technology Outcome: Focus on corporate strategy

x

- Financial restructuring barriers- Limited management consulting talent- Re-training barriers Outcome: Lose talent & bundle services

x

- Must scale business consulting talent quickly- Must have tight integration of Business + IT- Must re-position brand effectively Outcome: Assert Category Leadership

Slide 4









20th Century

21st Century


Our model gives us a competitive advantage over traditional firmsOur model gives us a competitive advantage over traditional firmsFees to Client for Complex Operational Change

» On-site resources – $6X/hr (same rate for Infosys and Systems Integrators)

» Off-shore resources – $X/hr (same rate for Infosys and Systems Integrators)

» Traditional Systems Integrator model – 80% on-site, 20% off-shore (cost factor = 5)

» Infosys consulting model – 40% on-site, 60% off-shore (cost factor = 3)

» Cost to client is 40% less using Infosys.

(We recommend the client re-invest part of this difference to improve business process design and organizational preparation.)

Slide 5


Executing on the planExecuting on the plan

» Winning the war for top talent

» Effective internal integration

» Delivering higher ROI to clients

Slide 6


The global war for talent is key to winning the new gameThe global war for talent is key to winning the new game

Sample of Recent Hires

Operations

Focus

Industry

FocusPrevious

EmployersEducation

John KalilProduct

OperationsRetail

The Gap &

AccentureStanford MBA

Sharad ElhenceProduct

OperationsHigh Tech

i2 &

McKinsey & Co.Wharton MBA

Mark HolmstromCustomer

OperationsHigh Tech Deloitte Kellogg MBA

Kevin CorrCustomer

OperationsMedia &

Entertain.Cap

GeminiMichigan

MBA/MSE

Tony GerthCorporate Ops. -

Enterprise Systems

Cross IndustryDeloitte &

EDSIndiana MBA

Jim ShandCorporate Ops. -

IT StrategyCross Industry AT Kearney MIT Sloane MBA

Representative Profiles

Slide 7

We are hiring the top 10% from Industry & ConsultingWe are hiring the top 10% from Industry & Consulting


We use five levers to integrate consulting and global deliveryWe use five levers to integrate consulting and global delivery

The five levers of integration

» Shared financial goals

» Personal accountability (metrics and compensation to reward integration)

» Project roles clarity and interdependence

» Joint focus on expanding services footprint

» Attitude & Culture

Slide 8


We believe our model delivers higher ROI to clientsWe believe our model delivers higher ROI to clients

Return Investment

Better insights from top 10% consultants

Lower overall cost of project

Focus on delivering competitive advantage

Doing it right the first time

Strict linkage to shareholder value

Slide 9


Early signs are encouraging; Our model is working well in the marketEarly signs are encouraging; Our model is working well in the market

» We have a healthy pipeline of opportunities

» Multiple client projects underway

» Our integrated field model is working well

Slide 10


In summaryIn summary

» We are pleased with progress to date and soon will have completed the foundation of a superbly competitive consulting practice

Slide 11

© infosys technologies limited 2004-2005 infosys consulting stephen pratt ceo & managing...

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