rchaves | 2011

Richard D. Chaves rchaves@microsoft.com Novas Tecnologias | Microsoft Brasil

@richardchaves

Modelo de Negócios e seus Desafios

Cloud Computing

Agenda

• Contexto

• Benefícios e Desafios

• Cenário Atual

• A abordagem Microsoft

3 Gerações da Computação

Modelo Econômico e de Negócios

Benefícios de Cloud

• Reduz a barreira que mantém negócios afastados das necessidades de mercado

• Possibilita cenários impensáveis

• Reduz complexidade e aumenta agilidade

• Mais opções de solução

Benefícios de Cloud Economia de Escala

Public cloud steady state pricing

Source: Microsoft

SMB: >25x public cloud benefit

Enterprise: ~10x public cloud benefit

Oportunidades

Organizações Parceiros Pessoas

Desafios

Exemplos de Desafios Comuns

Governo Organizações Parceiros

Modelo de Negócios Soberania sobre informação

Modelo de Contratação - Lei 8666

Percepção sobre (falta de) Segurança & Data Governance

Novo paradigma de controle, design, gestão, contratação

Papel de TI/ Papel do CIO

Modelo de Negócios

Paradigmas dominantes definem a forma como vemos e reagimos às inovações

HORSELESS CARRIAGE SYNDROME

Paradigmas dominantes definem a forma como vemos e reagimos às inovações

Quando revisitamos nossos paradigmas, o potencial das inovações não tem limite!

Como estamos?

• Worldwide IT spending = U$3.7 trilhões (Crescimento de 7.1%) – De acordo com a revisão de Junho do Gartner

– U$ 300 bilhões a mais que a previsão inicial

• Crescimento alavancando em software and IT services – Crescimento e adoção de Cloud Computing

– IT services vão crescer mais que 2x, atingindo $846 bilhões

– Software spending crescerá 9.5% para U$268 bilhões

• Cloud computing services como foco de investimento em alguns mercados, crescendo mais de 28%

$60.00

$80.00

$100.00

$120.00

$140.00

$160.00

$180.00

$200.00

2010 2011 2012 2013 2014 2015

Public Cloud Spending

"At about $10 billion, software as a service already accounts for 10% of enterprise applications software spending, and by 2015 this share is expected to increase to close to 15% and to exceed $20 billion in annual spending"

Richard Gordon, research vice president at Gartner

Como estamos? • Private cloud plans will mature, dominating the enterprise infrastructure

software agenda in 2011 – Cost, business, and performance benefits promised by private cloud architectures

• Cloud and the economic impact of new subscription models will reshape the software channel model for vendors and their partners – retention and recurring business – Since the cost of the cloud solution is perceived to be lower, large discounts are less necessary

to the initial sale – Over time, it is less expensive to keep an existing and satisfied customer

• Cloud computing will continue to reshape the IT landscape over the next five years • Public IT cloud services Spendings expands at 27.6% CAGR • Cloud services are a critical component in a much larger transformation that IDC

expects will drive IT industry growth for the next 25 years • In 2015, public cloud services will account for 46 percent of net new growth in

overall IT spending in five key product categories – applications, application development and deployment, systems infrastructure software, basic storage, and servers, according to the report.

E a Microsoft?

+70mil Funcionários

+1bi Consumidores 700mil

Parceiros

100 Centros

de Inovação

+100 Países

e Governos

30 mil Startups

+5mil Universidades

Públicas e Privadas

É uma longa história na nuvem! Serviços na nuvem para consumidores

*Pending Regulatory Approval

O que é o melhor para cada cliente?

Common Technologies: Identity - Virtualization - Management - Development Tools

Business Applications

Business Productivity

Application Platform

Core Infrastructure

Public Cloud Microsoft Datacenter

Private Cloud Customer or Partner Datacenter

On Premise Customer Datacenter

Mesmas tecnologias… Escolha do cliente baseada em suas necessidades na linha do tempo… Novas funcionalidades em uma plataforma familiar, apoiada por um grande eco-sistema

Interoperability

Ruby

Fechamento – Modelo de Negócios

• Cloud Vendors caminhando na mesma direção

– Cobrança por Computing Hours

– Free Data Transfer Inbound

– Etc…

• Cloud Vendors e canal definindo modelo

• (Ainda estamos no) Momento de Evangelização e mudança de paradigma

Energia Elétrica também viveu desafios de modelo de negócio

Source: Nicholas Carr presentation - The Big Switch

rchaves | 2011

Richard D. Chaves rchaves@microsoft.com Novas Tecnologias | Microsoft Brasil

@richardchaves

Modelo de Negócios e seus Desafios

Cloud Computing

Fontes e Referências

• Microsoft

• Gartner

• IDC

• Reportagens e Artigos http://www.eweek.com/c/a/Midmarket/IT-Cloud-Services-Spending-to-Reach-729-Billion-in-2015-IDC-Report-547901

http://www.infoworld.com/d/the-industry-standard/gartner-upgrades-worldwide-it-spending-forecast-775

http://www.computing.co.uk/ctg/news/2118026/economic-worries-cloud-spending-priorities

Providing mail, collaboration, meeting and communication for stores via the cloud Secure way to share between stores and corporate Quick deployment without adding complexity to IT

“This has been one of the best IT partner projects CCE has experienced, and we have the added value of a longer IT roadmap with Microsoft than if CCE had built the solution on premises.”

Kevin Flowers, Director of Enabling Technologies, CCE

Required a centralized platform for internal promotion of company initiatives

And needed a way to replace a phone ordering system with a hosted Web application

Uses both Microsoft Online and Windows Azure

“We have chosen Microsoft Online Services because it promises to deliver a simple intuitive Information Workplace that should not only bring value to the company through simplification, but provide an improved user experience and ultimately create a more productive GSK.”

Bill Louv, Chief Information Officer, GlaxoSmithKline

“Our first estimates show that we can reduce our TCO by a factor of 10. The software distribution system we built with Windows Azure is 10 times cheaper than our previous solution.”

Elmar Stoecker, Director Portfolio Management, Siemens IT Solutions and Services