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TRANSCRIPT
© 2016 Software AG. All rights reserved.
CAPITAL MARKET DAY 2017
TECHNOLOGY POSITIONING AND CO-INNOVATION
Dr. Wolfram Jost
CTO
March 14, 2017
© 2016 Software AG. All rights reserved. 2 |
This presentation includes forward-looking statements based on the beliefs of Software AG management.
Such statements reflect current views of Software AG with respect to future events
and results and are subject to risks and uncertainties. Actual results may vary materially from those
projected here, due to factors including changes in general economic and business conditions, changes in
currency exchange, the introduction of competing products, lack of market acceptance
of new products, services or technologies and changes in business strategy. Software AG does not intend
or assume any obligation to update these forward-looking statements.
This presentation constitutes neither an offer nor recommendation to subscribe or buy in any other way
securities of Software AG or any of the companies that are members of the Group at present or in the
future, nor does it form part of such an offer and it should not be understood as such. This presentation
does not constitute an offer of sale of securities in the United States of America. Securities may not be
offered or sold in the United States of America without registration or exemption from registration in
accordance with the U.S. Securities‘ Act of 1933 in its currently valid form.
SAFE-HARBOR-STATEMENT
© 2016 Software AG. All rights reserved. 3 |
DIGITILIZATION
Mobile Cloud
Things
“Software is eating the world”
4 | © 2016 Software AG. All rights reserved.
Core ERP (SOR) Legacy BI Things
PaaS SaaS
THE NEW DIGITAL IT ARCHITECTURE BIMODAL AND INTEGRATION CENTRIC
DIGITAL BUSINESS PLATFORM (PaaS Suite)
+ HYBRID
CLOUD
ON PREMISE
Systems of Differentiation (Digital Applications)
Big Data Partners Mobile Apps
Modular, Agile, Flexible, Fast, Differentiating
5 |
YOUR PLATFORM TO INNOVATE, DIFFERENTIATE AND WIN IN THE DIGITAL WORLD
ANALYTICS & DECISIONS Streaming Analytics Operational Intelligence
PROCESS Business Process Management
Agile Applications
INTEGRATION Integration
API Management
IN-MEMORY DATA In-memory Data Fabric
BUSINESS & IT
TRANSFORMATION
Business Process
Analysis
Governance, Risk &
Compliance
IT Portfolio Management
Enterprise Architecture
Management
+ HYBRID
CLOUD
ON PREMISE
© 2017 Software AG. All rights reserved.
powered by
ARIS & ALFABET
powered by
TERRACOTTA
powered by
WEBMETHODS
powered by
APAMA & WEBMETHODS
powered by
WEBMETHODS
6 |
DIGITAL BUSINESS PLATFORM PLATFORM AS A SERVICE
ANALYTICS & DECISIONS
PROCESS
INTEGRATION
IN-MEMORY DATA
BUSINESS & IT
TRANSFORMATION
+ HYBRID
CLOUD
ON PREMISE
© 2017 Software AG. All rights reserved.
Enterprise BPA Cloud
EA and
IT Portfolio Cloud
Integration
Cloud
API
Cloud
Agile Apps
Cloud
Enterprise GRC Cloud
Agile Process
Cloud
Partner Cloud
NEW
NEW
NEW
IoT
Analytics Cloud
NEW
11 |
BUSINESS MODEL CANVAS
© 2017 Software AG. All rights reserved.
DIGITIZATION TRANSFORMS BUSINESS MODELS
Design & analyze business
models
Documentation beyond
brown paper sessions
Partners
Cost structure Revenue stream
Channel Resources
Activities Value
Proposition
Customer
Segments
Customer
Relationship
12 |
CUSTOMER JOURNEY MAP
Customer Journey Steps
Customer Touchpoints & emotions
Touchpoint Ownership
Opportunity or Weakness
Touchpoint input and output
Touchpoint measures
Touchpoint initiative
Touchpoint channel
© 2017 Software AG. All rights reserved.
13 |
AWARE
© 2017 Software AG. All rights reserved.
THE BIG PICTURE
Dashboards
Dynamic Charts Spreadsheets
ONLINE
OFFLINE
Magazines - Infographics - Documents
Queries
Data Sources
ARIS Repository
APG
PPM
GRC
XLS
External sources
CONTENT ready to start solutions &
templates
CONTEXT -sensitive and fully
integrated in ARIS
15 |
SOFTWARE AG OPEN IOT FRAMEWORK
© 2017 Software AG. All rights reserved.
REQUIRES A “PERVASIVE” APPROACH TO INTEGRATION
Open IoT
Integration
“Things”
Mobile Apps
Social Networks On-Premises
Applications and Data Sources
Business
Process
Networks
Business
Partners
Subsidiaries
SaaS/Cloud
Services
EDW Mart
MDM
18 |
API MANAGEMENT PLATFORM Full API Lifecycle Management
© 2015 Software AG. All rights reserved.
API Catalog
• Define your APIs
• Manage lifecycles
• Apply runtime
governance policies
• Track dependencies
and adoption to prevent
errors
API Gateway
• Protect your APIs from
unregistered usage
• Protect your backend
systems from malicious
attacks
• Monitor and track usage
for monetization and
product improvement
API Portal
• Promote APIs
• Document usage
• Enable registration
• Community and
collaboration
• Testing
+ HYBRID
CLOUD
ON PREMISE
20 |
IOT PLATFORM
© 2015 Software AG. All rights reserved.
DEFINITION
IoT platform is a digital business platform that monitors,
controls, optimizes and manages various types of
endpoints.
This happens via IoT applications developed, integrated
and deployed on the IoT platform.
security, cost, privacy, agility, flexibility, scalability, performance
21 |
GARTNER ABOUT IOT BUSINESS SOLUTIONS
© 2017 Software AG. All rights reserved.
“You don´t buy an IoT Business
Solution, you assamble and built it.”
“There is no commercial-off-the-shelfs (COTS)
end-to-end IoT Business Solution. And it is
unlikely that there ever will be.”
22 |
IOT
© 2016 Software AG. All rights reserved.
USE CASES
Predictive
Maintanance
Smart
Logistics
Smart
City
Smart
Home
Connected
Health
Connected
Car
Smart
Lightning
Smart
Retail
Smart
Insurance
Smart
Grid
Smart
Parking
Smart
Manufacturing
(Industrie 4.0)
23 |
IOT HIGH-LEVEL DATA FLOW CONCEPT
© 2017 Software AG. All rights reserved.
Device Data
Back End/
Production
Data
Connect
Integrate
Analyze
Store
Visualize
Decision
Processes
Data Sources Integration Action Analytics
Alerts
Human
APIs
…
MES
ERP
?
25 |
IOT STRATEGY
© 2017 Software AG. All rights reserved.
1. More than 400 IoT vendors
2. No IoT vendor can deliver everything end-to-end
3. No IoT vendor will become dominant
Market
Customer
1. Customers building individual IoT Frameworks
2. IoT Frameworks combining software from multiple vendors
3. No lock-in
1. We don´t go head-to-head with the giants
2. We don´t offer an “end-to-end” IoT Cloud Platform
3. We offer best in class IoT Platform services (for Cloud and on-premise)
4. We offer best in class consulting services to build IoT Frameworks
26 | © 2017 Software AG. All rights reserved.
DIGITAL BUSINESS PLATFORM PLATFORM SERVICES FOR THE INTERNET OF THINGS
Application
integration
Big Data
integration
Cloud service
integration
Event
processing
Adaptive Decision
Predictive Analytics
Visual
analytics
Pattern
detection
Artificial
Intelligence
Device
Connectivity
Device
Management Business strategy
& planning
Design &
analysis
Portfolio
management
IoT
Integration
IoT
Analytics
IoT
Hub
IoT
Modeling &
Portfolio
Management
Digital Business Platform Container
API
portal
B2B
integration
Device
Agents
Edge
Analytics
Ed
ge
Se
rvic
es
27 |
SOFTWARE AG IOT FRAMEWORK ARCHITECTURE
IoT FRAMEWORK
IoT DEVELOPMENT SERVICES
IoT INTEGRATION SERVICES
Application
Integration API
Management
Device
Integration
Condition
Monitoring
Performance Management
Location Awareness
Predictive
Maintenance
IoT
SOLUTIONS
IoT CLOUD INFRASTRUCTURE
Process
Integration
…
…
Streaming
Analytics Machine
Learning
Edge
Analytics
Predictive
Analytics … Visual
Analytics
Admin IT
SAP, CRM,
PLM, CAD,
…
External Services
Ext. Cloud
Integration,
OEM Portal, …
Partner / Kunden
APPs , Portale,
Mobile Integration
…
Devices
INDIVIDUAL
IoT SOLUTIONS
BEST IN CLASS
IoT PLATFORM
SERVICES
FLEXIBLE SYSTEM
INFRASTRUCTURE
DÜRR IOT ARCHITECTUR-FRAMEWORK S
erv
ice-
un
d P
rozess
- O
rch
estr
ieru
ng
Serv
ice G
ov
ern
an
ce
Bu
sin
ess A
lig
nm
en
t
Open IoT Framework for fast innovation
© 2017 Software AG. All rights reserved. 28
Performance
Management
Center
APT
Condition Monitoring
Predictive
Maintenance
WMS
I4.0 Platform
iTAC / PFS / . . .
iTAC.IoT.Suite
...
Manufacturing
Operations
Management
iTAC
iTAC.MES.Suite
Hybride
Integration
API
Management
EAI Enterprise
Integration
Prozess
Integration
Maschinen
Integration
Anlagen Prozesse
Sensoren
Aktoren
Maschinen
Produktionsmaschinen,
Roboter, Produkte, ...
Dürr IT
SAP, CRM,
PLM, CAD,
…
Externe Services
Ext. Cloud
Integration,
OEM Portal, …
Partner / Kunden
APPs , Portale,
Mobile Integration
…
iTAC.ARTES
Business
Intelligence ….
Container
Dienste
BigData
Analytics Rule Engine
OPC UA
Studio
NoSQL DB Factory App
Studio
Java EE App
Server
Machine
Learning
Web-/ App-
Store
. . .
Streaming
Analytics
Device
Management
Operationalize
Machine
Learning
Dashboarding/
Visualization
… Process
Automation
Third Party
Software AG iTAC
iMSAPI OPC UA
29 |
BOSCH IOT FRAMEWORK
© 2016 Software AG. All rights reserved.
PLATFORM SERVICES
Device
Customer
Part
ne
r &
Develo
pe
r
Service Consumer
User Front End Components, Interfaces & Platforms
(e.g. Tablet, PC, Embedded UI …)
Digital Experience Presentation Framework
Business Model specific
Building Blocks
Customer, Developer & Partner
oriented Building Blocks
Content Mgmt.
(incl. Digital Asset Mgmt.)
Digital Marketing & Campaign
Workbench
Product & Service
Configuration Pricing Engine
Fulfillment Assurance Billing
Developer
Portal Marketing
Service
Lifecycle
Support &
After-Sales
Mobility Services
Connected Industry
Smart Home
Building Automation
Smart Grid
IoT Foundational
Building Blocks
Digital Foundational Building Blocks
Master & Reference Data Management
Business Process &
Rule Management Transactional & Behavioral Analytics
360°
Data Integration
Marketplace
Sales (WebShop) Digital Marketplace
Basic Commerce Platform
Ide
nti
ty M
an
ag
em
en
t
Se
cu
rity
/ S
afe
ty /
Qo
S M
an
ag
em
en
t
Use
r E
xp
eri
en
ce
Ma
na
ge
me
nt
AP
I G
ate
wa
y (
ex
tern
al)
Enterprise Services
Enterprise Service Providers (e.g. ERP, CRM…)
Enterprise Integration
Device Application & Basic
Software Platform & Device
Security Mgmt.
Device
Communication
Device Virtualization
Semantic Management
Device Management
Infrastructure Services
Enterprise & Network Infrastructure Manufacturing Infrastructure Cloud Infrastructure
Source: Project IoT Ecosystem All building blocks can be realized Bosch internal, external and cloud-based
CAPITAL MARKET DAY 2017
BOSCH IOT PARTNERSHIP
Wolfgang Beeck
CTO - DACH
March 14, 2017
© 2017 Software AG. All rights reserved.
32 |
SIMPLY. CONNECTED.
Bosch has set itself the goal of becoming one of the
world’s leading IoT (Internet of Things) companies.
The Bosch Group operates on all three levels of connectivity – intelligent
and connected devices, software platforms, and applications and services
– in order to provide additional benefits to customers.
© 2017 Software AG. All rights reserved.
Mobility Solutions Industrial Technology Customer Goods Energy and Building
Technology
35 |
INTERNET OF THINGS (IOT)
© 2017 Software AG. All rights reserved. For internal use only.
STRATEGIC CO-INNOVATION
• Bosch is a long-standing Software AG
customer.
• Current co-innovation areas for IoT &
IIoT / Industrie 4.0:
– Use of Software AG products within
Bosch IoT Cloud (BIC)
– End user tooling for Streaming Analytics
use cases
– Predictive Analytics integration (PMML)
– Joint development of BIC services
36 |
Universal
Messaging
I4.0 SHOW CASE: TEST TIME OPTIMIZATION
© 2017 Software AG. All rights reserved.
Real-time Pattern Detection &
Operationalization of Predictive Models
Visualization
Alarms & Actions
As-Is: Today testing equipment validates the quality of
each product at the end of assembly leading to high efforts
and costs
To-Be: Operationalize models and algorithms to reliably
predict the test result for each product based on the
correlation of different assembly data in real-time
Collaboration with
Industrial Internet
37 |
SERVICE: LOCATION AWARENESS (BOSCH IOT ANALYTICS)
© 2017 Software AG. All rights reserved.
COOPERATION PROJECT BOSCH SOFTWARE INNOVATIONS & SOFTWARE AG
Source: Bosch
Location Awareness
• Service of the Bosch IoT Analytics services group in Bosch IoT Cloud powered by Software AG’s Apama as scalable & performant backend service
• Monitors & analyzes different properties of geo-aware devices
For instance, if "location-aware" things cross pre-defined geo-fences, veer off route, etc.
• Integration with other Bosch IoT Suite services through Bosch IoT Hub
Source: Bosch
Source: Bosch
38 |
INTERNET OF THINGS AND INDUSTRIE 4.0
BOSCH AND SOFTWARE AG ANNOUNCE
STRATEGIC CO-INNOVATION PARTNERSHIP
© 2017 Software AG. All rights reserved.
CAPITAL MARKET DAY 2017
TECHNOLOGY POSITIONING AND CO-INNOVATION – PART II
Dr. Wolfram Jost
CTO
March 14, 2017
41 |
SOFTWARE AG ACQUIRES ZEMENTIS
© 2017 Software AG. All rights reserved.
Follows a common technology vision
Is already integrated in Digital Business Platform
Enables smarter applications across all industry verticals
Important capability for IoT use cases
Key customer wins
AI, MACHINE LEARNING & PREDICTIVE ANALYTICS SOFTWARE EXTENDS OUR TECHNOLOGY LEADERSHIP
42 |
SOFTWARE AG IOT CLOUD
© 2017 Software AG. All rights reserved.
PUBLIC CLOUD VERSION Device Integration Platform
iot.softwareag.com
• Easy & quick creation of new tenants (no installation required)
• Setup and 24/7 operations
• With Apama in Q2/2017
• Device kits for fast access along with pre-configured demos
43 | © 2017 Software AG. All rights reserved.
IoT Offering
Framework Approach (Public) Cloud Approach
Software AG
IoT Platform
Customer
IoT Framework Customer
IoT Framework
Software AG IoT Services
IoT
Integration
IoT
Analytics
IoT
Hub
IoT Business Modelling
& IT Portfolio Mgmt.
Customer 1 Customer 2 …
45 |
In-Memory
Container
MICROSERVICES ARCHITECTURE
© 2016 Software AG. All rights reserved.
Messaging
Load Balancer
API Gateway/ API Portal
Microservice
Events Events
API
Dev Ops Tool Chain Event Store
Big Data
In-Memory
Container
Microservice
API
In-Memory
Container
Microservice
API
In-Memory
Container
Microservice
API
46 |
Use Coding Environments Use Low-Code Environments Use Business Applications
DBP CONTINUOUS USER EXPERIENCE
© 2017 Software AG. All rights reserved.
PERSONA DRIVEN APPROACH
Knowledge
Worker
DevOps
Pro Coder
Low
Coder
Business Analyst
Enterprise Architect
Identify themselves with business solutions Identify themselves with technologies
•Configuration, admin
•Deployment
•Continuous integration
e.g. Command Central
•Design, code, test
•Source control
•Performance tuning
e.g. Designer (Flow)
•App development
•Minimal coding
•Expert in requirements
e.g. Integration Cloud
•Customize parameters
•Expert in data, systems,
goals, process, org
e.g. Visual Analytics / Alfabet
•End user of DBP Apps
•Expert in their job
•App as efficiency tool
e.g. Business Console
47 |
Coder (e.g. Eclipse)
CONTINUOUS USER EXPERIENCE
© 2017 Software AG. All rights reserved.
DBP UX CONCEPT FOCUSED ON PERSONAS
Low Coder (e.g. Integration Cloud)
DevOps Pro (e.g. Command Central)
Knowledge Worker (e.g. Business Console)
48 |
STREAMING ANALYTICS
THOUGHT LEADERSHIP
© 2017 Software AG. All rights reserved.
HYBRID INTEGRATION
IN MEMORY DATA GRID
EA TOOLS
49 |
ADABAS NATURAL
© 2017 Software AG. All rights reserved.
INNOVATIONS 2016
1
Mainframe Optimization
• Move Natural online
workload to zIIP
• Optimize application
performance (Natural Optimizer Compiler)
Generational change
1 • Usability
• DevOps
• Intuitive Adabas
administration
1
3
1
Connectivity & Modernization
• Support extreme high volume
with Adabas Replication
• Support responsive mobile UIs
for Natural applications
Digital transformation
1 • Adabas Analytics for LUW
• Natural API Management
• Natural Business Rules
Automation
2
4
0
20
40
60
80
100
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
$
Issue
Tracking
Version
Control
Fix
Approve Merge
Deploy
Test
Continuous
Integration
JIRA®
JIRA®
FishEye®
Jenkins
Confluence®
Bitbucket®
Atlassian Bamboo®
Maven™
Subversion®
Git™
SonarQube™
Apache Ant™
Business Logic
Data &
Transactions
Inte
gra
tion
Process
On-Premise
AP
I
Mobile
Devices
Web
& Portal
IoT
Clo
ud
(PaaS
)
Services & Events
Integration In-memory
Data Analytics &
Decisions
Cloud
SaaS
Business
& IT
Transformation
Customer, Partner,
Employees
Services & Events
API
Services
Digital Apps and Services
Packaged Applications
Mainframe, AS/400
IoT
51 | © 2017 Software AG. All rights reserved.
Investor Relations
Uhlandstrasse 12
64297 Darmstadt
Germany
phone: +49 (0) 6151 / 92 1900
fax: +49 (0) 6151 / 9234 1900
softwareag.com
e-mail: [email protected]