Cloud Computing (Re)Defined. Stacks based opportunity array

About me

Presentation Specs.

Geek level: 5/10

Source: McKinsey

Source: McKinsey SME Survey

What’s at stake

Infrastructure-as-a-Service

Platform-as-a-Service

Software-as-a-Service

” Age of Enlightenment”

From hype to growth

• The Cloud has now proven itself

• This has led to heightened expectations by the business

• Most organizations already have an articulated a Cloud strategy

• The Cloud is already a default for new applications

The State of the Market

Source: Capgemini, Business Cloud: The State of Play Shifts Rapidly. Fresh Insights into Cloud Adoption Trends, November 2012.

IT leaves the room

Source: Capgemini, Business Cloud: The State of Play Shifts Rapidly. Fresh Insights into Cloud Adoption Trends, November 2012.

Today’s Expectations

Source: Capgemini, Business Cloud: The State of Play Shifts Rapidly. Fresh Insights into Cloud Adoption Trends, November 2012.

Valuation Snapshot

2012-2013 Revenue Growth

Source: Bloomberg, company filings and Wall Street research; market data as of 06-Nov-2012

Cloud Formations

Source: Sandhill.com

Integrate The Stack (or die)

HYBRID/MULTI-CLOUD PROVIDERS

CLOUD INTEGRATORS CLOUD BROKERS

CLOUD MANAGEMENT PRIVATE CLOUD PROVIDERS PUBLIC CLOUD PROVIDERS

Your service goes here

Build around it

Infrastructure-as-a-Service

Security-as-a-Service

Storage-as-a-Service

Integration-as-

Database-as-a-Service

Data-as-a-Service

Information-as-a-Service

Platform

-as-a-Service

Application-as-a-Service

Management/Governance-as-a-Service

Testing-as-a-Service

Source: based on Cloud Technology Partners Inc. new stack

Your new business-as-a-Service

Long(er)-(moving)tail

Sources: MSDN / North Bridge & GigaOM

JUMPCLOUD

DOTCLOUD

GOGRID

ENGINEYARD

AMYSTA

CLOUDFLARE

SIMPLEXO

PANZURA

TRELLO

EVERNOTE

HUBSPOT

SKYHIGHCLOUDMINE

NEWRELIC SENDGRID

RETAILCLOUD

NEWVEN DEMANDWARE

ATHENAHEALTH

MOBLIFE

….MANY OTHERS

CLOUDLOCK

DOCEBO

Meet XaaS?!

Infrastructure-as-a-Service

Platform-as-a-Service

Software-as-a-Service

Business Process-as-a-Service

Providing Horizontal or Vertical business processes

on a subscription basis to companies or industries

XaaS

Source: Accenture Scaling to Succeed in New Business Models

Banking Communication and Media Insurance

Education Healthcare Manufacturing

XaaS Generation Components• PICK: a critical business process

• BUILD: with Service Oriented Architecture

• TAP THE FORMATION: mind the API

• ANCHOR: on customer experience

• AND… GO Open-Source as much as possible

Source: programmableweb

Secret Formula

Sources: David Skok – Matrix Partners

Summarizing

• Cloud is already a default

• Business decides & expects anything elastic, flexible

• Cloud Formations or SMAC [Social, Mobility, Analytics(Big Data) and Cloud]

• Identify or develop a core business process and go XaaS

• Be metrified inside and compare it against the market

Move closer to the edge!

Thank you!

Featuring:

Goldman Sachs

North Bridge Venture Partners

CapGemini

Accenture

Bessemere Venture Partners

McKinsey

Chaotic Flow

David Skok

and others