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Page 1: DASSAULT SYSTÈMES ANALYST CONFERENCE EVENT BRIEF 2019€¦ · ©2019 Axendia, Inc. 3 DASSAULT SYSTÈMES ANALYST CONFERENCE EVENT BRIEF 2019 Through the acquisitions of both Quintiq

©2019Axendia,Inc.

TRUSTED ADVICE. TRUSTED SOURCES.

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MEDIDATA:THEMISSINGLINKINDASSAULTSYSTÈMESPOWERFULPORTFOLIOTOSUPPORTTHELIFE-SCIENCEINDUSTRY

DASSAULTSYSTÈMESANALYSTCONFERENCEEVENTBRIEF2019By:SandraK.Rodriguez,MarketAnalyst INTRODUCTION Thenewsoutofthisyears’DassaultSystèmesAnalystConferencewashuge:a$5.8BillionmergerofferwithClinicalDatagiant,Medidata.WereceivedthenewswhiletravelingfromthehoteltotheDassaultSystèmesheadquarters,nestledinVélizy-Villacoublay,France.Asidefromthesizeofthedeal(thelargestinthehistoryofDassaultSystèmes)MedidatawasthemissinglinkinitspowerfulportfoliotosupporttheLife-Scienceindustry.BernardCharlès,CEOandvice-chairmanoftheboardofdirectorsatDassaultSystèmes,openedthetwo-daymeetingwith,“Todo‘smart’anything,youneedtoknowtheenvironment.TheplatformphenomenonisnotanITtopic…it’sanewwayforcompaniestowork.”DassaultSystèmesnowhas250,000customers,with25millionusersin140countries.The3DEXPERIENCEplatformcurrentlyconsistsof11brands/applicationsthatsupporttheabilityforpeopleandbusinessestodevelop,collaborateandbuildproductsandservicesinboththevirtualandrealworlds.DassaultSystèmesconsidersitselfaScientificcompany,firstandforemost.TheIndustryRenaissancethemeofthisyears’conferencewasexplainedinsimpletermsbyMorganZimmermann,CEOforNETVIBES-EXALEAD(theDassaultSystèmessolutionforturninglargeamountsofinformationintointelligence).“ThinkofRenaissanceasthenewbook.Thebookchangedhowwedistributedknowledge;IndustryRenaissanceforDassaultSystèmesistheusageofExperienceasanewwaytodistributeknowledgeandknow-how”explainedZimmermann.The3DEXPERIENCEPlatformofferspeopleandbusinessesvirtualuniversestoimagine,develop,andcollaborateusinginnovativesolutions.

Source: Dassault Systèmes

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FlorenceVerzelen,EVPIndustrySolutions,FieldMarketing,GlobalAffairs,providedanupdateonhowthecompanysegmentsitstargetmarketsinsupportofindustrysolutions.“HomeandLifestyle;EnergyandMaterials;andConstruction,CitiesandTerritoriesarenewmarketsegments.OurIndustrySolutionExperiencestypicallysolveaC-Levelbusinessissue;yetthebusinessdriversareoftenanewcustomerexperience,orpersonalizedhealth,quality,regulations,supplychainreinventionandcost,”explainedVerzelen.MEDIDATA – COMPLETES THE LIFE-SCIENCE PORTFOLIO ThroughtheMedidataacquisition,DassaultSystèmesseekstocreatethefirstend-to-endscientificandbusinessplatform,from‘DesignedtoCure’to‘LaunchedtoCure’,completingitsLife-Sciencesportfolio.Today,personalizedmedicineischangingthetraditionalapproachtohealthcareandthefacilitieswhereproductsareused.Thenaturalnextstepisinchanginghowproductsaremade.Medidatahasover1,300customersand2,800employees,anditssolutionsinclude:Raveforclinicaltrialdatacaptureandoperations(PDM);AcornAIwhichprovidesmedicaldatainsightsandreinfusesknowledgeinresearchwithmassivedatasetsthatofferthebestwaytooperatetrials;andShyftforclinicalandcommercialintelligence.Medidata’sco-founderandCEO,TarekA.Sherif,attendedthefirstdayoftheAnalystConferenceandbeganhisremarkswith,“Thevirtualworldhasthepowertocatalyzethenextgenerationoftherapeutics.”Medidatasolutionsutilizedatasciencetechniquestohelpitscustomersmakebetterandmoreinformeddecisionsaboutclinicaltrials.“Ourvisiongoesbeyonddrugdevelopment-togettingtherightdrugtotherightpatient.Thatiswhatprecisionmedicineisallabout,”continuedSherif.

DELMIA: ACHIEVE COVERAGE ACROSS THE VALUE NETWORKIndustry4.0offersconnectivityandvisibilityintothesupplychain.GuillaumeVendroux,CEOandEricGreen,Vice-PresidentofDELMIAexplainedthattheindustryRenaissanceiscreatingnewoperationalchallenges:complexity,diversityandspeed.“Ratherthanmanufacturingproducts,we’redeliveringexperiences,”saidVendroux.

Yetbydigitallytransformingthevaluechain,companiesareabletodevelopavirtualtwinofphysicalresources.VendrouxbelievesDELMIAwillenabletomorrow’sinnovatorstocreateavaluenetworkand3DEXPERIENCEtwinofresourcesviatheplatform.“Notonlydoyouhaveamodelofyourasset–youcannowconnecttotherealworldandcompleteafeedbacklooptothevirtualone,”explainedVendroux.TheDELMIA3DEXPERIENCETwinistransformingoperationalagilitybymovingfromthetraditional‘boundbyassetsandlocalized’to‘boundbyimaginationandglobal.’

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ThroughtheacquisitionsofbothQuintiqandIQMS,DELMIA’svisiongoesonestepfurther.“Wehavetheabilitytosolveanyplanningprobleminanyindustry.Infact,70%ofairspaceismanagedbyDELMIA,”saidGreen.Thesolutionprovidesplanningandoptimizationsolutionstoaddresschallengesinmanufacturing,logisticsandworkforces.DELMIAcustomerswanttoextendthe3DEXPERIENCETwintoserviceproviders,warehousemanagementandaftermarketbusinessoperations.“Simpleintegrationsandlinkscandrivelargevalueforsomecustomers,”addedGreen.PartnershipswithABBandOSISoftwilldeliverexpandeddatato3DEXPERIENCEtwins.SteveBieszczat,CMOofDELMIAIQMS,explainedthecompany’s.WORKSportfoliostrategy,“Wearetakingthesamebreadthofofferingsforourenterprisecustomersandareofferingasimilarportfoliotothemainstream/midmarketcompaniesthatare$10Mto$250Minrevenue.”The.WORKSportfolioincludes:SOLID.WORKS,DELMIA.WORKS,ENOVIA.WORKSandSIMULIA.WORKS.DELMIAhas350professionalsolutionpartnersworldwide.DuetotheenterprisecapabilitiesofCATIA,GEOVIAandBIOVIA,theyarenotincludedinthe.WORKSportfolio.

CHOICE IS THE NEW CLOUD

Latelastyear,DassaultSystèmesacquiredIQMS.Availableasanon-premise,cloudorhosted/SaaSoffering,IQMSisanintegratedEnterpriseResourcePlanning(ERP)solutionformainstreammanufacturers.IQMSistheonlyERPwithanativeshopfloorManufacturingExecutionSystem(MES)thatcanprovideend-to-endvisibilityandtraceabilityfromorderprocessing–scheduling–production-toshipping.BymarryingIQMSwithSOLIDWORKS,DassaultSystèmeshasasignificantopportunityfororganicgrowthintheSmallandMedium-SizedBusiness(SMB)market.55,000outof165,000SOLIDWORKScustomersareproducersintheSMBmarketsegment;60%ofIQMS’1,000customersareSOLIDWORKScustomers

SHAPING THE WORLD WE LIVE IN

PhillipeLaufer,CEOofCATIAexplainedthatwiththecognitiveaugmenteddesigncapabilitiesofCATIA,itscustomersareshapingtheworldwelivein.“Alittleknownfact:90%oftheshapeofthecarsontheroadstodayaredesignedwithCATIA,“saidLaufer.DassaultSystèmesisseekingtofurthershapethehyperconnectedworld.“Designthecyber-systemsandthesystemsofsystems.Cities,forexample,areacollectionofsystems–above,underground,electric/utilities,theseareallconnectedsystems,”explainedLaufer.InkeepingwiththeRenaissancethemeofnewexperiences,DassaultSystèmesissupportingtheshakersintheindustry.“Weareintheeraofcybersystemsexperiences.Cyberphysicalsystemsarepopulationsofsoftwareintensive,distributedsystems

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interactingtogetherinan`unpredictableworld,”saidLaufer.Thecompanyseesagapinmodel-basedsystemengineeringandmodel-baseddesign.CATIAaimstofillthatgap,providingtheplatformforallrelatedmastermodels.

LIFE IS THE NEW WORK BENCH

Mentionedearlierinthisbrief,MedidatawasthemissinglinkintheDassaultSystèmessolutionplatformtosupportend-to-endproductdevelopmentintheLife-Sciences.“PharmaceuticalandBiotechcompaniesrequireroughlytentotwelveyearsintheR&Dphasetobringadrugortherapytomarket”explainedClaireBiot,Ph.D.,VPofLifeSciencesIndustryatDassaultSystèmes.Therefore,shiftingthattimelineleftearlyonintheclinicaltrialphaseofaproductaddssignificantvaluetoLife-Sciencescompanies.

Clinicaltrialsarenecessarytoprovethesafetyandefficacyofadrugonnotonlyapatientpopulation,butthemedicalconditionitself.ThroughtheMedidatamergerandasindicatedintheimagebelow,‘ClinicallyProven’and‘LaunchedtoCure’willjoin‘DesignedtoCure’,OneLab,‘LicensedtoCure’and‘MadetoCure’,inthecompany’sLife-Sciencesolutionoffering.

DassaultSystèmesseekstoleveragehumandataandtechnology(IoT)todevelopaholistic

Claire Biot, Ph.D., VP of Life Sciences Industry at Dassault SystèmesSource: Dassault Systèmes

Source: Dassault Systèmes

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approachtopersonalizedhealth,viaapatient-centricstrategy.Biotalsoexplainedwhythepatientexperienceisthenextfrontierinhealthcare;“Companiesarereinventingthevaluechainbyunderstandingpatientsandtheentireecosystem.”InstayingtruetoitsmantratofirstandforemostbeaScientificcompany,DassaultSystèmesleveragedthe3DEXPERIENCEplatformtogothroughtheentireproductdevelopmentcycletodesign,testandproduceafictitiouscombinationproduct(IASO).TheendresultwasaprototypecapableofdeliveringoncologytreatmentstopatientsintheirownhomeIN BRIEF The3DEXPERIENCEplatformisapowerfultooltoconceptualize,visualizeandcapitalizeonthepossiblewhentakingproduct,natureandlifeintoconsideration.Thecompany’s“IFWE”campaignresonatesthroughoutthecampus.ThroughtheMedidataAcquisition,DassaultSystèmesiscreatingthefirstend-to-endscientificandbusinessplatform.IFpatientshavetimelyaccesstoproductsthatareDesignedtoCure’WEcanexpectimprovedpatientoutcomesfromproductsandtherapiesthatare‘LaunchedtoCure’. ThisBriefwaswrittenbyAxendia,Inc.TheopinionsandanalysisexpressedinthisBriefreflectthejudgment of Axendia at the time of publication and are subject to change without notice.Informationcontainedinthisdocumentiscurrentasofpublicationdate. Informationcitedisnotwarranted by Axendia but has been obtained through a valid research methodology. Thisdocumentisnotintendedtoendorseanycompanyorproductandshouldnotbeattributedassuch. AboutAxendia:Axendia is a leading analyst and strategic advisory firm that focuses exclusively on the Life-Sciences markets. Since 2005, Industry stakeholders and regulators have relied on Axendia for trusted advice on Business, Regulatory and Technology issues and trends based on trusted sources. Axendia serves the entire Life-Science ecosystem ranging from start-ups to Fortune 100 companies including: Life-Science Organization, Technology & Service Providers, and Regulatory Agencies. Axendia professionals offer a unique combination of deep hands-on industry experience coupled with forward thinking insights. We contribute to our client’s success by providing long-range visibility and helping them navigate the increasingly complex landscape. Formoreinformation,[email protected]

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PublishedJuly2019