An SFG℠ Analysts Take -...

An SFG℠AnalystsTake

ASpecialSFG℠ AnalystsTakeWrittenby:BillPollockPresident&PrincipalConsultingAnalystStrategiesForGrowth℠/ PollockOnServiceWesttown,PennsylvaniaUSA+1610-399-9717wkp@s4growth.comwww.PollockOnService.com ResearchPoweredby

Analyst Perspective on the PTC –Rockwell Automation Partnership Rock Solid? Or, Just Another Stop Along the Way to PTC’s Next Partnership and/or Acquisition

©2018StrategiesForGrowth

July/August,2018


A. TheNuts&BoltsoftheStrategicPartnership

OnJune11,2018,PTC,agloballeaderinassistingcompaniesto“reinventthewaytheydesign,manufacture,operate,andservicethingsinandforasmart,connectedworld”,and RockwellAutomation,“theworld’slargestcompanydedicatedtoindustrialautomationandinformation”,announcedthattheyhaveenteredintoadefinitiveagreementforastrategicpartnershipthatisexpectedto“accelerategrowthforbothcompaniesandenablethemtobethepartnerofchoiceforcustomersaroundtheworldwhowanttotransformtheirphysicaloperationswithdigitaltechnology”.

Accordingtothepressreleaseissuedonthatdate,“aspartofthepartnership, RockwellAutomation willmakea $1billion equityinvestmentinPTC,andRockwellAutomation’sChairmanandCEO, BlakeMoret,willjoinPTC’sboardofdirectorseffectivewiththeclosingoftheequitytransaction”.

Thepressreleasewentontostatethat,“Thepartnershipleveragesbothcompanies’resources,technologies,industryexpertise,andmarketpresence,andwillincludetechnicalcollaborationacrosstheorganizationsaswellasjointglobalgo-to-marketinitiatives.Inparticular,PTCand RockwellAutomation haveagreedtoaligntheirrespectivesmartfactorytechnologiesandcombinePTC’saward-winningThingWorx©IoT,Kepware© industrialconnectivity,andVuforia© augmentedreality(AR)platformswithRockwellAutomation’sbest-in-classFactoryTalk© MES,FactoryTalkAnalytics,andIndustrialAutomationplatforms.Theresultwillbeanunmatchedintegratedinformationsolutionthatwillenablecustomerstoachieveincreasedproductivity,heightenedplantefficiency,reducedoperationalrisk,andbettersysteminteroperability”.

JimHeppelmann ,PresidentandCEOofPTC,addedthat,“Thisstrategicalliancewillprovidetheindustrywiththebroadestintegratedsuiteofbest-in-classtechnology,backedbyPTC,theleaderinIoTandaugmentedreality,and RockwellAutomation ,theleaderinindustrialautomationandinformation.Ourcombinedcustomerbasewillbenefitfromtwoworld-classorganizationsthatunderstandtheirbusinessanddelivercomprehensive,innovative,andintegratedsolutions.LeveragingRockwellAutomation’sindustry-leadingindustrialcontrolandsoftwaretechnology,strongbrand,anddomainexpertisewithPTC’saward-winningtechnologyenablesindustrialenterprisestocapitalizeonthepromiseoftheIndustrialIoT.Iamincrediblyexcitedaboutthispartnershipandtheopportunityitprovidestofuelourfuturesuccess.”

BlakeMoret,ChairmanandCEOofRockwellAutomationreaffirmedthat,“Webelievethisstrategicpartnershipwillenableustoaccelerategrowthbybuildingonbothcompanies’recordsofinnovationtoextendthevalueoftheConnectedEnterpriseanddeepenourcustomerrelationships.AsITandOT[i.e.,InformationTechnologyandOperationalTechnology]converge,thereisanaturalalignmentbetweenourcompanies.Together,wewillofferthemostcomprehensiveandflexibleIoTofferingintheindustrialspace.OurequityinvestmentinPTCreflectsourconfidenceinthepartnershipandthesignificantupsideweexpectittocreateforbothcompaniesasweworktogethertoprofitablygrowsubscriptionrevenue.”

Alsoaccordingtothepressrelease,“RockwellAutomation’ssolutionsbusinesswillbeapreferreddeliveryandimplementationprovider,supportedbyarobustecosystemofpartnersthatbothcompanieshaveestablished”,and“Thestrengthofbothcompaniesacrossgeographies,endmarkets,andapplicationsiscomplementary”.Asexpected,“theinvestmenttransactionissubjecttocustomaryclosingconditionsandregulatoryapprovals,andisanticipatedtoclosewithin60days.

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B. TheMarket’sTakeonthePTC-RockwellAutomationStrategicPartnership

Themarket’stakeonthethePTC-RockwellAutomationstrategicpartnership,atleastduringthefirstmonthsincetheannouncement,hasbeengenerallypositive(asisthisAnalyst’stake),althoughtheremaystillbesomehesitationtogloballypositionthepartnershipasthe“nextbestthing”foreithertheIoTorthetwoglobalcompaniesinvolved.

Forexample,accordingtoindependentanalystfirm,CIMdata,whichbillsitselfas“theleaderinPLMeducation,research,andstrategicmanagementconsulting,“althoughRockwellAutomationhadrevenuesofUS$6.3billionin2017,PTC,aPLMleaderwith2017revenuesof[only]$1.2billion,haspursuedtheInternetofThings(IoT)opportunitymoreaggressivelythantheirPLMpeers[includingRockwellAutomation]”.

“PTC… haspursuedtheInternetofThings(IoT)opportunitymoreaggressivelythantheirPLMpeers[includingRockwellAutomation]”.

- CIMdata

Nonetheless,CIMdatastill“believesthisrelationshipshouldprovidebothcompanies’customersnewexpertisetoimprovetheirmanufacturingcapabilitiesandefficiencies.IntegratingRockwellAutomation’sindustrialcontrolandsoftwaretechnologyanddomainproficiencieswithPTC’sThingWorxandothertechnologysolutionswillprovideindustrialenterprisesabetterabilitytocapitalizeonthecapabilitiesoftheIndustrialIoT.Itwillalsoalloweachcompanytospendmoretimefocusingontheirstrengths,whichshouldhelpbothcompaniesbringmoretechnologyandexpertisetothecombinedofferingovertime”.

But,theresearchfirmcontinues,“aswithanypartnership,timewilltellifthetwocompanieswillsucceed.However,unlikemanypartnershipannouncements,thisoneincludesa$1billionpricetag,whichraisesthestakesforbothpartiesandthevisibilityofthepartnershiparoundtheworld.CIMdatalooksforwardtolearningmoreatPTC’supcomingLiveWorxeventandfromourjointclients.Assuch,bystatingits“belief”inthismanner,itappearsthatCIMdataishopefulforapositiveoutcome,buthasclearlyadopted– atleastintheshortterm– a“waitandsee”outlook.

Financialanalystfirm,ZacksEquityResearch,alsobelievesthatthePTC- RockwellAutomationpartnershipisgenerallypositive,althoughitsanalysts’postsalsoreflectsomewhatofa“waitandsee”perspectiveaswell.Still,theanalystfirmcitesthatthemainreasonforwhyitbelieves“PTCisastrategicfitforRockwellAutomation”isthat,“Notably,RockwellAutomationremainsfocusedtoincreaseinvestmentsforexpandingthevalueofTheConnectedEnterprise(CE)&Integrationofsoftwarewithotherdesigntools&Scalableanalytics”.

“TheindustrialautomationtechnologycompanyselectedPTCasthelatter’sinnovativesolutionwillextendthevalueofCEandhelpstrengthencustomerrelationships,”andthatthebestwaytodosoisforbothcompaniesto”leveragetheirrespectivesmartfactorytechnologiesbycombiningPTC’sThingWorxIoT,Kepwareindustrialconnectivity,andVuforiaARplatformswithRockwellAutomation’sFactoryTalkMES,FactoryTalkAnalyticsandIndustrialAutomationplatforms.Thispartnershipwillalsoincludejointsalesandmarketinginitiativesaroundtheworld.”



CRNmagazineconcurswithmuchoftheopinionsofZacksEquityResearchanalystsbystatingthatitbelievesthepartnership“willactas‘ForceMultiplier’forpartnersellingopportunities”.BasedonaninterviewconductedbyCRNeditor,DylanMartin,withDonBusiek,PTC’sVicePresidentofCorporateStrategy,onthedaytheannouncementwasmade,BusiekclaimedthatPTCchannelpartners“areexpectedtoreceivesignificantnewsellingopportunitiesthankstotheindustrialsoftwarevendor'snewstrategicpartnershipwithRockwellAutomation”andthat"Thefeedback'sbeenuniversallypositive.Everyoneviewsthisasawin-win.”

InitialresultsappeartovalidateBusiek’sclaimas,accordingtoCRN,theannouncementitselfprompted“PTC'sstockpricetoreachanall-timehighMonday[i.e.,June11,2018]inits29yearsasapubliccompany”.CRNfurtherreportedthat,“TheannouncementcomesasPTC'sInternetofThingsbusiness remainsthecompany'sfastest-growingbusiness,withrelatedsalesgrowing33percentyearoveryearinthesecondquarterto[US]$29million”.

Busiekfurthersupportedthepartnershipbysayingthat,“ForPTC'schannelpartners,thedealmeansachancetoincreasethenumberofverticalstheysellinto,aswellasthenumberofproducts,becausethepartnershipopenspartnerstoRockwell'scustomerbase,domainexpertiseandproductoffering”.HealsowentontoproclaimhowPTCwouldbenefitfromthealliancebystating,“NowallofasuddenwehaveRockwell's35,000livecustomersasprospectstosellintoit.Thatdoesn’tapplyjusttoourdirectsalesteambutalsoourpartnerecosystem”.

“TherearesomeverticalswherePTChaslackeddomainexpertise,suchasoilandgas,whereRockwellcannowprovideassistance

sothatpartnerscansellPTCproductsintothatmarket.”- DonBusiek,PTC

“Forinstance,therearesomeverticalswherePTChaslackeddomainexpertise,suchasoilandgas,whereRockwellcannowprovideassistancesothatpartnerscansellPTCproductsintothatmarket.ThosepartnerscanalsosellRockwellproductsontopoftheirPTCportfolio,forwhichRockwellwillprovideenablementresources.… It’saforcemultiplierintermsofwhotheycansellinto."

CRNdefinedthealliancefurtherbysayingthataspartofthepartnership,PTCandRockwell“willworktogetherontechnicalprojectsaswellasglobalgo-to-marketinginitiatives.Morespecifically,PTCisplanning‘unmatched’integrationbetweenitsIoTofferings– ThingWorx,KepwareandtheVuforiaaugmentedrealityplatform– andRockwell'sFactoryTalkandIndustrialAutomationplatformstohelpcustomersincreaseplantproductivityandefficiency,reduceoperationalriskandimprovesysteminteroperability.Busiekalsomadeitclearthat“InadditiontoRockwellprovidingresourcestoPTCpartnersandcustomers,PTCwillalsodothesameforRockwell'spartnersandcustomers”andthat,“PTCplanstorolloutanewincentiveplanforpartnersspecifictothispartnership”.

ThismayallbegoodnewsforexistingandfuturePTCcustomersasechoedbyElainaShekter,CMOofEPAMSystems,aPTCpartnerandNo.31onCRN's2018SolutionProvider500,who,inaCRNinterview,welcomedtheannouncementbyreflectingthat,“Thestrategicalliancebetweenourpartner,PTC,andRockwellAutomation,isexcitingnews,expandingourIoTpartnerecosystemtocovernewdomainsandverticals.We’llbeabletosupportthebroaderreachofPTCthroughourfullend-to-endIoTservicecapabilities,industrialdesignandinfrastructure,middlewareandintegrationcapabilities."



Manyofthefieldservicesegment’sindependentanalysts,industryexpertsandBloggershavealsoweighedinontheannouncement– again,inamainlypositiveway,albeit withsomepotentialreservations.Forexample,industryanalystandcomsultant,JoeBarkai,proclaimsthatwiththePTC-RockwellAutomationpartnershipontheforefront,“aneweraofPLMcompetitionbegins.”

ThebasisofBarkai’sproclamationisthat,“Astheindustrialsectorcontinuestotransitiontopervasivedigitalization,theIndustrialInternetofThings,andIndustry4.0,thedemandforprovencapabilitiesinInternetofThingstechnology,automationplanningandsimulation,andmanufacturingoperationsmanagementisgrowingrapidly.AlthoughPTCwasearlytomarketwiththehighly-publicizedacquisitionsofIoTtechnologyprovidersAxeda,ThingWorx,andKepware,therelativelackofastrongbrandanddeepexpertiseinindustrialautomationtemperedmarketadoption”.

Barkaibaseshisopiniononhisbeliefthat“PTC’slargestcompetitorssawbettersuccess”andthat“Siemens,inparticular,recognizedtheimminentdigitaltransformationofthemanufacturingindustryandhasbeenmovingdeliberate[sic]andwithlittlefanfaretofulfilltheneed,buildinguponitsstrongbrandanddeepindustrialautomationexpertisethatcoverthegamutfromindustrialautomationhardwaretoadvancedplanningandsimulation”.

“ThenewlyformedrelationshipbetweenPTCandRockwellAutomationisadirectanswertoSiemens’sdominanceinfactoryautomation,Industry4.0,andsmartfactoryinitiatives.ItwillcloseimportantgapsinPTC’sportfolio”.

- JoeBarkai

Barkaigoesontosaythat,“ThenewlyformedrelationshipbetweenPTCandRockwellAutomationisadirectanswertoSiemens’sdominanceinfactoryautomation,Industry4.0,andsmartfactoryinitiatives.ItwillcloseimportantgapsinPTC’sportfolio”and“TheopportunitytointegratekeyIoTassetsfromPTCwithRockwellAutomation’sFactoryTalkAnalyticsandFactoryTalkMESsoftwarewillgivePTCdeeperanalyticscapabilitiesaswellasplantmanagementsoftware”.

Finally,Barkaiopinesthat,“WithheavyweightplayerslikeSiemensandthePTC-Rockwellcombinationmovingtotheforefront,andconsideringthe murkyfutureofGEDigital,thePLMandIndustrialIoTlandscapehaschangeddramatically.”

IndependentBlogger,StaceyHigginbotham,authoroftheStaceyonIoTBlog,agreeswithBarkaiwithrespecttothenowenhancedcapabilityofPTCanditspartnerstopenetratenew- andexisting– verticalmarketsegmentswithanexpandedproductandserviceportfolio.InherBlogfollowingthepartnershipannouncement,Higginbothamreportsthat,“RockwellAutomationandPTCaregoingtopackageupfiveoftheirsoftwareproductsandsellthemtocustomers:PTC’sVuforiaaugmentedreality(AR)tech,Kepwaredataintegrationsoftware,andThingWorx’sIoTplatformwith[sic]bebundledtogetherwithRockwellAutomation’sFactoryTalkAnalyticssoftwareandFactoryTalkMESsoftware.TheRockwellcontributionprovidesdeeperanalyticsspecificallyaimedatthemanufacturingindustryaswellasplantmanagementsoftware”.



Higginbothamgoesontosaythat,“PTCisno strangertothatindustry,havingdevelopeddesigntoolsandsoftwareforso-called‘discretemanufacturers,’companiesthatmakephysicalproductslikeiPhones,cars,andotherdevices.Anotherareaofmanufacturingdealswithchemicalprocesseslikeoilrefiningandchemicalmanufacturing;it’sknownasprocessmanufacturing.Athirdcategory,whichencompassespharmaceuticalsandfood,combinesthetwoandiscalledhybridmanufacturing”.

“ThisdealallowsPTCtosellitsthreemostrelevantindustrialIoTacquisitionstoalargerbaseofmanufacturerswithRockwell’shelp.Rockwellisabigsupplier inprocessandhybridmanufacturing,industriesthatmaynotbeasfamiliarwithPTCbecausetheydidn’tneeddesignsoftware.Rockwell’ssoftwarealsoroundsouttheofferingwithaheartydoseofanalytics,whilePTC’sThingWorxandKepware handlethebasicliftingthathastohappenifyouwanttoputyourplantonline.

“Rockwell’ssoftwarealsoroundsouttheofferingwithaheartydoseofanalytics,whilePTC’sThingWorxandKepware handlethebasicliftingthathastohappen

ifyouwanttoputyourplantonline”.- StaceyHigginbotham

ZacksEquityResearchprovidesanadditional“thumbsup”forthenewlyannouncedpartnershipbysayingthat,“PTCisaleaderinIoTapplicationsandaugmentedreality(AR)domain.Itsindustrialinnovationplatform,andfield-provensolutionsandserviceshelpcompaniesdesign,manufacture,operate,andservicethingsforasmart,connectedworld.Thecompany’sresources,technologiesandindustryexpertisewillcomplementRockwellAutomation’svisionandstrategy”,and“Notably,RockwellAutomationremainsfocusedtoincreaseinvestmentsforexpandingthevalueofTheConnectedEnterprise(CE)&Integrationofsoftwarewithotherdesigntools&Scalableanalytics.TheindustrialautomationtechnologycompanyselectedPTCasthelatter’sinnovativesolutionwillextendthevalueofCEandhelpstrengthencustomerrelationships.”

ZacksalsoseesCEasamajorgrowthdriver,statingthat,“RockwellAutomationisactivelyengagedintheevaluationofinorganicopportunitiestoacceleratetheCEstrategy.ItsoperationalexecutionisalsoenablingittoaggressivelyexpandR&DfundingforCE.Additionally,thecompanyprojectsitsinformationsolutionsandconnectedservicesrevenuestoadvance$300millioninfiscal2018,andgrowatadouble-digitrateinthenearfuture”.

Assuch,Zacksbelievesthat,“Theabove-mentionedstrategicalliancewillprovidetheindustrialautomationindustryanintegratedsuiteofbest-in-classtechnology.Itwillassistindustrialcustomerstoboostproductivity,improveplantefficiency,reducedoperationalrisk,andbettersysteminteroperability.Furthermore,thecombinationofIT(informationtechnology)andOT(operationstechnology)isexpectedtoaccelerategrowthforbothcompanies”.

Engineering.combelievesthat,“ThestrategicpartnershipbetweenPTCandRockwellisdeeperandmorelong-termthanusuallycharacterizesthiskindofstrategicalliance.ItaimsatacomprehensivecollaborationmanifestedbyRockwellinvestingonebilliondollarsbuyingnewlyissuedsharesinPTC(whichislistedonNasdaq),equivalenttoapproximately8.6billion.RockwellgainsastakeinPTCof8.4percentandalsogetsaseatontheboard”.Assuch,thisismorethanjustastrategicpartnership– itisafinancialinvestmentaswell.



Theindustrytradejournalalsobelievesthat– withthehelpofthispartnershipagreement– PTCmaybeonthevergeof“enteringagoldenage.”ItcitesCIMdata’s2017reportonPLMdirectrevenues,[thatclaims]DassaultSystèmesandSiemensPLMarethecleardominators,whilePTCisrankedasomewhatdistantthird.However,italsoreportstheresponsetothisstatementfromJimHeppelmann,asfollows:“Ifthisisthecoming‘goldenage,’thenIthinktherewillbea‘platinumage’tofollowbecausethebestisyettocome”.

“Ifthisisthecoming‘goldenage,’thenIthinktherewillbea‘platinumage’tofollowbecausethebestisyettocome.”

- JimHeppelmann,CEO,PTC

Engineering.comalsoagreeswithHeppelmanninthat,“thestrategicalliancewithRockwellisonlyoneofseveralindicatorsofPTC’sprogressinrecentyears.PTC’sIoT,IIoT,AR,PLMandCADareashavedevelopedsuccessfully,andcombinedwithanewbusinessmodel– subscriptionsinsteadofperpetuallicensing– thecompanyisapproachingapointwherethingscanchangeinadramaticway.TheRockwelldealplaysasignificantrole.AutomationmayverywellbethecriticalcomponentPTCneedstoestablishacompletecompetitivesolution.Butthereisadifferencebetweenanengagement,asitcanbecharacterizednow,anda‘marriage’”.

C. SFG℠’sTakeonthePTC-RockwellAutomationStrategicPartnership

TherearemanyaspectstothePTC-RockwellAutomationpartnershipthataregenerallypositive,withonlyafewpotentialredflagsthatmaypotentiallybecomesomewhatproblematicdowntheroad.Basically,itwillalldependontheabilityofbothorganizationstoexecuteeffectively,andinsyncwithoneanother.

“Whileitappearsthat[PTC’s]acquisitionshavelargelybeenverysuccessful(e.g.,wherewouldthecompanybeifithadnotacquiredThingWorx?),

itstrackrecordofpartnershipshasnotbeennearlyasgood.”- BillPollock,StrategiesForGrowth℠

Admittedly,PTChasnotalwayshadgreatsuccesswithitspartnershipsoverthepastseveralyears.Whileitappearsthatitsacquisitionshavelargelybeenverysuccessful(e.g.,wherewouldthecompanybeifithadnotacquiredThingWorx?),itstrackrecordofpartnershipshasnotbeennearlyasgood– althoughithasnotalwaysbeenPTC’sfault(e.g.,therelativefallofGEasaglobalmanufacturingandservicesleader,etc.).

Forexample,thecompany’sstrategicpartnershipwithServiceMax(i.e.,pre-acquisitionbyGEDigital)appearedtostartoutwell,withPTCtakingchargeoftheServiceLifecycleManagement(SLM),ProductLifecycleManagement(PLM)andApplicationLifecycleManagement(ALM)componentsofthebusiness,andServiceMaxfocusingonFieldServiceManagement(FSM).PTCdiditspartbyleavingtheFSMsideofthebusinessprimarilytoServiceMax;however,ServiceMax,onceacquiredbyGEDigital,becamemoreofan“unknownquantity”intermsofitsstrategicdirectionandpathforward.PTC’sstrategicpartnershipwithGEDigitaljustseemedtocomplicatemattersevenmoreand,whilethetwoorganizationsstillmaintainsomesemblanceoftheiroriginalpartnership,thedaysofcollaboratingwithoneanotherhavelongsincebeengone.Parentcompany,GE’sfinancialproblemshaveessentiallyputadeathknellonthepartnership.



WhilePTC’spartnershipwithGEDigitalseemstostillhavesomepotential,muchofthelusterhasprobablybeenstrippedawayasaresultofthecompany’snewpartnershipwithRockwellAutomation.Nevertheless,thesituationmaystillbesomewhatvolatileasGEDigitalhassinceacquiredServiceMax,andparentcompany,GE,hasnotyetshownthatitcanweatherthestormahead– theremaybemanymoreproblemsaheadforGE,andonewouldthinkthatallofthesepotential“disturbances”mayultimatelyhavesomekindofnegativeimpactonthecompanyanditsGEDigitalsubsidiary(includingServiceMax).

Also,the$1billiongorillaintheroomis…well,the$1billioninvestmentthatRockwellAutomationhasmadetowarditsfuturewithPTC!Asthesayinggoes,“moneytalks”– andwhenthemoneyisasmuchas$1billion,peoplelisten!Again,however,itwillallbeabouttheexecution.

“Whilenotexactlyamergeroracquisitionbetweenthetwocompanies,thereareenoughmerger-typeattributesthateachorganizationcanbenefitfrom–butwithouthavingtorelinquishcontroloftheirrespectiveproprietaryIP,

orcustomerandtechnologybases.”- BillPollock,StrategiesForGrowth℠

Whilenotexactlyamergeroracquisitionbetweenthetwocompanies,thereareenoughmerger-typeattributesthateachorganizationcanbenefitfrom– butwithouthavingtorelinquishcontroloftheirrespectiveproprietaryIP,orcustomerandtechnologybases.Forexample:

• Eachcompanycanutilizeitsownresources;in-housetechnologies;professionalservicesandconsultingcapabilities;salesandmarketingskills;andIntellectualProperty(IP)toreachouttothemarketplaceandestablishin-depthcustomerrelationships;

• Bothcompaniescancollaborate,wherenecessaryand/ordesirable,tosharetheircapabilitiesandexpertiseindevelopingnewbusiness,penetratingnew(tothem)industrysegments,selling/upselling/cross-sellingtheirownandeachother’sproductsandservices,etc.;

• Thetwocompaniescanbenefitfromacash-richenvironmentwheretherewilllikelybeeconomiesofscalewithrespecttonewtechnologydevelopment,jointResearchandDevelopment(R&D),productandserviceportfolioenhancement,newproductandservicedevelopment,etc.;and

• Thetwocompanies,together,canexplorenewwaystobringtheIoTandIIoTtothemarketplace,onanexpandedindustrysegmentbasis,therebycontinuingtheirrespectiveevangelicalapproachestotheIoT,ArtificialIntelligence(AI)andAugmentedReality(AR),etc.

Bytakingadvantageofthese“new”benefits,PTCandRockwellAutomationwillnowbeabletoworktogether,pooltheirexpertiseandresources,andworktowardbuildinganewportfolioofIoT-drivenofferingsrangingfromintegratedsmartfactories,tosmartcities,andeverythingelsein-between.

Ultimately,thepartnershipsthatPTCcultivatedwithServiceMaxandGEDigitaldidnotprovidethecompanywitheitherthereach,ortheoutreach,itwanted.Eachofthesedealsultimatelybecametooone-sided– orno-sidedatall!ThisiswherethepartnershipwithRockwellAutomationwillbedifferent:itisnotmerelyatechnologyalliance,norisitstrictlyafinancialpartnership– itisapartnershipsteepedintechnology,businessdevelopment,salesandmarketing,andproductenhancementcollaboration,wherebothpartiesarelikelytoturnouttobewinners!


AboutTheAuthor AboutStrategiesForGrowth℠

BillPollockisPresident&PrincipalConsultingAnalystatStrategiesForGrowth℠(SFG℠),theindependentresearchanalystandservicesconsultingfirmhefoundedin1992.

Previously,BillservedasPresident&ChiefResearchOfficer(CRO)atTheServiceCouncil;VicePresident&PrincipalAnalyst,headingupAberdeenGroup’sServiceManagementPractice;andManagingAnalyst,ServicesIndustryatGartner.

In2015- 17,Billwasnamed“OneoftheTwentyMostInfluentialPeopleinFieldService”byFieldServiceNews(UK);oneofthe“Top10PeopleEveryFieldServiceProShouldFollow”byFieldServiceDigital;oneofCapterra’s“20ExcellentFieldServiceTwitterAccounts”;andoneofCoresystems’“Top10FieldServiceInfluencerstoFollow”.

Billhasalsohadmorethan350articles,columnsandfeaturespublishedontopicsincludingFieldServiceManagement(FSM),ServiceLifecycleManagement(SLM),CustomerRelationshipManagement(CRM),WarrantyChainManagement(WCM),ReverseLogistics,AugmentedReality(AR),theInternetofThings(IoT)andothersforleadinginternationalservicespublications.

HewritesmonthlyfeaturearticlesforFieldServiceNews,FieldServiceDigital,andFieldTechnologiesOnline,andisaregularcontributortoWarrantyWeek andotherservices-relatedpublications.

Billmaybereachedat+(610)399-9717,[email protected]’sblogisaccessibleatwww.PollockOnService.com,andviaTwitter@SFGOnService.

StrategiesForGrowth℠(SFG℠)isanindependentresearchanalystandadvisoryconsultingfirmthatsupportsservicesorganizationswithafullrangeofstrategic,marketing,businessplanningandconsultingservices.

Duringthepast25+years,SFG℠hasconsultedtomorethan300clientorganizationsaroundtheglobe.Theseengagementshaveinvolvedstrategicservicesplanning,marketresearch/customsurveys,thoughtleadershipcontentdevelopmentandmarketoutreachsupport,customerneeds&requirementsanalyses,customersatisfactionmeasurement&trackingprograms,businessintelligencegathering,verticalmarketsegmentation,servicesassessmentsandthedevelopmentofstrategicrecommendationsforimprovingserviceperformanceandcustomerretention.

SFG℠’sthoughtleadershipcontentdevelop-mentservicesincludeWhitePapersandAnalystsTake reports;Webinars,ghost-written/publishedarticles,datasupportforInfographics,guestBlogposts,expertinterviews,UserGroupkeynotepresenta-tionsanddevelopmentofWebsitecontent.

TheoriginalSFG℠ websiteisnowarchived,andhasbeenrebrandedaswww.PollockOnService.com.However,previouslypublishedarticlesandwhitepapersarestillaccessiblefordownloadatwww.s4growth.com.

©2018StrategiesforGrowth℠Allrightsreserved.Nopartofthematerialprotectedbythiscopyrightmaybereproducedorutilizedinanyformorbyanymeans,electronicormechanical,includingphotocopying,recording,broadcastingorbyanyothermeanswithoutwrittenpermissionfromStrategiesforGrowth℠.Youshallnotdisplay,disparage,diluteortaintourtrademarksandservicemarksoruseanyconfusinglysimilarmarks,oruseourmarksinsuchawaythatwouldmisrepresenttheidentityoftheowner.AnypermitteduseofourtrademarksandservicemarksinurestothebenefitofStrategiesforGrowth℠.Allothertrademarks,servicemarksorregisteredtrademarksappearingontheseStrategiesforGrowth℠ pagesarethetrademarksorservicemarksoftheirrespectiveowners.

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AboutPTC:

PTChelpscompaniesaroundtheworldreinventthewaytheydesign,manufacture,operate,andserviceproductsinandforasmart,connectedworld.In1986werevolutionizeddigital3Ddesign,andin1998werefirsttomarketwithInternet-basedproductlifecyclemanagement.Today,ourleadingindustrialinnovationplatformandfield-provensolutionsenableyoutounlockvalueattheconvergenceofthephysicalanddigitalworlds.WithPTC,manufacturersandanecosystemofpartnersanddeveloperscancapitalizeonthepromiseoftheInternetofThingsandaugmentedrealitytechnologytodayanddrivethefutureofinnovation.

PTC.com @PTC Blogs

PTC,Kepware,KEPServerEX,ThingWorx,andthePTCandKepwarelogosaretrademarksorregisteredtrademarksofPTCInc.oritssubsidiariesintheUnitedStatesandothercountries.

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