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No One-Size-Fits-All: Realizing IoE Monetization Dweep Chanana Principal Partner, Ventures | Momenta Partners

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Page 1: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

No One-Size-Fits-All: Realizing IoE

Monetization

Dweep Chanana

Principal Partner, Ventures | Momenta Partners

Page 2: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

Back in 2013, Cisco,

PrismTech and an

assortment of partners

collaborated with the

city of Nice, France to

build the “Connected

Boulevard”

Page 3: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

After the initial installation:

Traffic congestion was

reduced by

30%

Parking

incomes

increased by

35%

Air pollution

was

reduced by

25%

Page 4: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

4 Copyright 2017 | Momenta Partners AGCopyright 2016 | Momenta Partners AG4

ANYTHING THAT COULD BE CONNECTED WILL BE CONNECTED

Page 5: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

5 Copyright 2017 | Momenta Partners AG

BUT CONNECTIVITY DOES NOT NATURALLY CREATE PROFIT

400million times increase in mobile

traffic in last 15 years

40%of data will be stored in the

cloud by 2020 and need

increased connectivity

Telcos are not capturing industry

profits

2018

201058% of industry

profit

SHARE OF INDUSTRY REVENUE

45% of industry

profit

Source: WEF

Page 6: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

6 Copyright 2017 | Momenta Partners AG

WHAT BUSINESS ARE YOU IN?

OEM

OEMOEM

Established

OEMs

Tier 1

Tier 2

Tier 1

Established

suppliers

PAST: AUTO OEMs

COMPETE AMONGST

THEMSELVES

Over the last 15 years, only 2

new players have emerged

amongst the top 15 auto OEMs

Source: McKinsey

Page 7: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

7 Copyright 2017 | Momenta Partners AG

WHAT BUSINESS ARE YOU IN?

OEM

OEMOEM

Established

OEMs

Tier 1

Tier 2

Tier 1

Established

suppliers

Mobility

providers

Tech giants Emerging OEMs

Utilities

TODAY: OEMs

COMPETE IN A

COMPLEX

LANDSCAPE

Connected,

autonomous and

electric cars will

change industry

structure

Source: McKinsey

Consumer

electronics Software

Specialty

OEMs

Chinese OEMs

e-hailing

Car sharing

? Car charging

infrastructure

Page 8: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

8 Copyright 2017 | Momenta Partners AG

WHAT BUSINESS ARE YOU IN?

38.10%22.30%

30.80%

14.10%

40.30%

2015 2030

Manufacturing and distribution Suppliers

Mobility providers Other

FUTURE: AUTO OEMs

MUST INNOVATE

• Mobility service providers

will take the largest share

of industry profit

• OEM and supplier profit

share will fall to half!

Source: McKinsey

Page 9: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

How do I make money?

Page 10: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

10 Copyright 2017 | Momenta Partners AG

OUR PERSPECTIVE

STARTUPS

25VENTURES

TALENT

125EXECUTIVE

SEARCH

CORPORATES

80ADVISORY

Momenta

Partners

ecosystem

We are deeply embedded in the ecosystem between innovation and

incumbents

Proprietary access to

dealflow and innovation

insights

deep insights into strategic

priorities, industrial use

cases and product

development plans.

Page 11: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

11 Copyright 2017 | Momenta Partners AG

KEY CHALLENGES TO MONETIZATION

Understand your

Ecosystem

Understand how to

monetize

Make confident

technology choices

Align the

organization

How do we align Connected

Industry strategies, operations

and technologies to accelerate

enterprise value?

Page 12: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

12 Copyright 2017 | Momenta Partners AG

Product Smart, connected

product

+

+

Product systems

Farm

equipme

nt

systems

Tractors

Harveste

rs

PlantersTillers

System of systems

Farm

mgmt

system

platform

Weather

data

system

Seed

optimizatio

n

system

Irrigation

system

Farm

equipme

nt

systems

• Field sensors

• Irrigation

nodes

• Irrigation

application

• Farm performance

database

• Seed database

• Rain, humidity,

temperature sensors

• Weather maps

• Weather forecasts

• Weather data apps

UNDERSTAND YOUR ECOSYSTEM

Source: HBR

Page 13: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

13 Copyright 2017 | Momenta Partners AG

UNDERSTAND YOUR ECOSYSTEM

Connected Industry brings together an ecosystem and

value chain to find new ways to monetize

Page 14: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

14 Copyright 2017 | Momenta Partners AG

UNDERSTAND HOW TO MONETIZE

531

SELL ENHANCED

SERVICE

SELL A PLATFORM

SELL SOFTWARE

SELL MORE

EQUIPMENT

64 7

TAKE A CUT

FROM EVERY

TRANSACTION

SELL NEW

TECHNOLOGY

ENABLED SERVICES

OWN THE

ECOSYSTEM.

2

As the ecosystem becomes connected, new revenue streams

emerge

Page 15: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

15 Copyright 2017 | Momenta Partners AG

MAKE CONFIDENT TECH CHOICES

Page 16: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

16 Copyright 2017 | Momenta Partners AG

ALIGN THE ORGANIZATION

Where does Digital Transformation fit in the

organization?

• The Connected Industry will impact all areas of a business

• Spin-out or make it an organization wide imperative from

the start!

• Don’t forget the people – relationships and skills will

change

Page 17: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded
Page 18: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

18 Copyright 2017 | Momenta Partners AG

POWER SYSTEMSCONSTRUCTIONMINING

Common hardware, software interoperability, Common connectivity

Common distribution and commercialization

Common data management, Common architecture / back office

MEETING

CUSTOMER

NEEDS

ALIGN THE ORGANIZATION

Page 19: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

19 Copyright 2017 | Momenta Partners AG

COMMERCIALIZE

Assets“What’s going on with my

assets and people?”

Op

tim

iza

tio

n

Resources Enterprise

Site“How do I optimize my site?”

Enterprise“How do I apply what I’ve

learned to all my sites?”

Pro

du

cti

vit

yIn

form

ati

on

Site

Page 20: No One-Size-Fits-All: Realizing IoE MonetizationOUR PERSPECTIVE STARTUPS 25 VENTURES TALENT 125 EXECUTIVE SEARCH CORPORATES 80 ADVISORY Momenta Partners ecosystem We are deeply embedded

20 Copyright 2017 | Momenta Partners AG

Rapid position and penetrate your ecosystem

Identify opportunities then deliver positioning and strategies so

you can rapidly penetrate your market and test horizons for

growth.

Recognize the

real opportunity

Separate business model

innovation from IT

Turn uncertainty

into knowledge

COMMERCIALIZE