WestLB Software & Services DayZurich, June 7
WestLB Software & Services DayZurich, June 7
Cyril Garcia, Strategy & Transformation Director
Winning position in a new market
Together. Free your energies2
WestLB Software & Services Day – June 7, 2010
Proposed agenda
Where we are Market dynamics
Toward new positionings
1 2
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Together. Free your energies3
WestLB Software & Services Day – June 7, 2010
For our industry, very challenging years…
“Combination of hardware and software create both cost
savings and revenue !”
“Clients want integrated services and innovation !”
“ IPP will break the fortress Europe !”
Big is beautiful ?Big is beautiful ?
The one stop shop dream ?
The one stop shop dream ?
« This is the end »for the european
players ?
« This is the end »for the european
players ?
Together. Free your energies4
WestLB Software & Services Day – June 7, 2010
Thanks to our I 3 program we are now positioned as a global leader
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Global reach
Strong brand
Leader in chosen segments
Above market growth
Strong sales coverage
Balance sheet to invest
Differentiated IP
Lean cost structure
AccentureHPIBM Capgemini
Together. Free your energies5
WestLB Software & Services Day – June 7, 2010
Global and country managed accounts
We are starting a journey far more complex, which mobilizes the group
Manage the portfolio
Rebalance geographies
Invest in new offerings
Capgemini
Become strategic for clients
Streamline cost structure
Competition
Acquisition
Business analyticsCloud computingSmarter gridCloud
Diamond clientsSales coverage
BRIC, Mexico, South Korea,China
Leaner cost structureLayoffs plan
Latam, APAC, India, Eastern Europe
ITS & CloudBIMSmart energy
Application lifecycle servicesTesting services
RightshoreIndia enabled transformationLean
Together. Free your energies6
WestLB Software & Services Day – June 7, 2010
Some areas of our portfolio are getting hot
Pipeline growth
ALS
BIMTST
SESITS
CC
Sogeti
SCM
CRM
FS
Gov US
Manufacturing
NA
Nordics
APAC
Eastern Europe
Utilities
Offerings Disciplines Geographies Sectors
BPO
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WestLB Software & Services Day – June 7, 2010
To benefit from an apparent resurgence we are driving both industrial and technology strategies
Capgemini must be ready to exploit market evolutions
New Business Models
Increasing Competition
Uncertain Market RecoveryGlobalisation,
ScaleGlobalisation,
ScaleEmerging
TechnologiesEmerging
Technologies
IP SolutionsIP Solutions
Technology LeadershipTechnology Leadership
Sector SolutionsSector Solutions
Industrialised Offerings, Global Reach
Industrialised Offerings, Global Reach
Together. Free your energies8
WestLB Software & Services Day – June 7, 2010
Back Office industrialization will share the stage with technology
drivers
Growth
Time
Business maintenance and BO industrialization
New custom softwares
New custom softwares
Disperseddevice
systems
Disperseddevice
systems
Systems of systems
Systems of systems
2010/2011 ?
Tipping point
Together. Free your energies9
WestLB Software & Services Day – June 7, 2010
Global delivery will be a strong differentiator in a thawing market
Offshore is rebounding…
-4%
-2%
0%
2%
4%
6%
8%
10%
12%
Q1'08 Q2'08 Q3'08 Q4'08 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10
Offshore headcount growth q/q
Capgemini Accenture Wipro (IT svces)
Capgemini has taken early steps and will keep its fo cus
…a driver we embrace
9 000
20 00025 300 28 000
36 000
2006 2007 2008 2009 2010
Offshore headcount
Subcontractormodel
�Volume driven
�Pure delivery�Onshore
responsibility
One teammodel
�Shared KPIs�Client exposure�Sales support� Innovation�Shared
responsibility
Kanbay
Empoweredmodel
�Shared client ownership
�Full responsibility
�Transversal expertise
�Most competitive pricing
Together. Free your energies10
WestLB Software & Services Day – June 7, 2010
• Reality of ‘Cloud’ offerings: external storage, processing and connectivity options at unit and usage costing
• Data generation continues to explode: analytics, BI, manipulation personal data management tools grow as a result, in memory
• Security
• Globalisation: international regulation, globalised markets and organisation structures continue apace
Techno evolutions feed a disruptive world
Virtualizedeconomy
Virtualizedeconomy A world of
citiesA world of
cities
Business decision
making shifts east
Business decision
making shifts east
A sustainablegrowth
A sustainablegrowth
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WestLB Software & Services Day – June 7, 2010
Technology drivers are accelerating
Networked devices
Consumer technology
& Webservices
Capgemini builds on strong assets: Alliances, Techno logy Culture, Management Talent and a true Entrepreneurial Mindset
Smart X
Smart energy
Smart transport
Cloud
Cloud services
IaasGreen IT
Virtualization
Collaboration
Social CRMMarketing
Social web
MobilityApps
MCommerce
In-memory
BI & analytics
Real-Time
Portals
Maturity
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Together. Free your energies WestLB Software & Services Day – June 7, 2010
Clients are starting to adopt these drivers
CustomedServices
Shared resources
IP
Infrastructure
End-to-endservices
Flexibility
Saas+BPO
Service platform
Interaction platform
Xaas
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Together. Free your energies WestLB Software & Services Day – June 7, 2010
These technology drivers are accelerating with diff erent impact on industries
GOV TME
Risks & regulation
Online 2.0
Rail network management
PLM
Consolidation
Customer lifecycle
management
Emerging markets
Customer analytics
Multi-channel
Billing & customer
information systems
New entrants
Smart meters & smart grid
E-border
eHealth
Tax systems
Billing
Smartphones
Digital media
Level of change
Security systems
Network engineering &
field management
ConsolidationStandardization
Diversification
Consolidation
Retail EUC FS ServicesManufacturing
Long term growthCapgemini has some strong positions and consulting favors business alignment
Together. Free your energies14
WestLB Software & Services Day – June 7, 2010
More than ever Capgemini is agile within its ecosystem
Tip of the spear with our very
large partners
Take the lift with
fast growers
Anticipate withinnovators
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WestLB Software & Services Day – June 7, 2010
During the downturn we strengthened our relationship with Package leaders
Capgemini
Integrated Enterprise
BS 7SAP/Microsoft integrationReady for Fusion
Intelligent Enterprise
SAP BOBJSAP Smart Analytics with TeradataOBIEE
Flexible Enterprise
AIABPMSaas
VerticalExpertise
Oracle Tax & Global public sectorOracle Insurance & Financial ServicesCase management
There is significant opportunity in 2010 and beyond
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Together. Free your energies WestLB Software & Services Day – June 7, 2010
Clients are expecting new business models
Businesses
Models
OLD NEW
OLD
NEW
Complex systemsComplex systems
TransactionsAas
TransactionsAas
Interaction servicesInteraction services
End-to-end IT
applications
End-to-end IT
structure
performance
End-to-end
business
outsourcing
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Together. Free your energies WestLB Software & Services Day – June 7, 2010
How to win positions in this new market
Businesses
EconomicModels
OLD NEW
OLD
NEW
TECHPLATFORMTECHPLATFORM
SECTOR KNOWLEDGESECTOR KNOWLEDGE
INVESTMENTSINVESTMENTS
BI, SES, Alliances…BI, SES,
Alliances…
FS, Telco,PS,EUFS, Telco,PS,EU
Alliances, IP, COEs
Alliances, IP, COEs
Together. Free your energies18
WestLB Software & Services Day – June 7, 2010
We are changing to build our leadership position
Global reach
Strong brand
Leader in chosen segments
Above market growth
Strong sales coverage
Balance sheet to invest
Differentiated IP
Lean cost structure
� Renewed offshore drivers� Lean supply chain� Portfolio management
� Emerging markets� New business models� Differentiated IP
Capgemini’s current position
Strengthen Core
Business
New Growth
Initiatives
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Together. Free your energies WestLB Software & Services Day – June 7, 2010
This may trigger a new IT role where intelligence a nd services will be key differentiators
AggregatedCloud services
AlliancesPartners
Bundling BPO + Software platform
TechnologyBusiness
IntelligenceService
Integrator andOperator
Complex customsoftwares
Security SLAs
Sector expertises
Partner resources
Eveything as A service Own resources
Together. Free your energies20
WestLB Software & Services Day – June 7, 2010
Our acquisition program is aligned
Expand
Consolidate
Long Term Short Term
IBX
China
US portfolio
Smart X RevenueSynergies
Offensive
Defensive
CostSynergies
Together. Free your energies21
WestLB Software & Services Day – June 7, 2010
We now are facing new challenges for 2013
Business partner
Global
Local
Businesstechnology Tech integrator
Proximity
Intimacy Rightshore
IndependentIndustrializedBuild & Operate
Reactive Pervasive
New modelsSector expertiseConsulting
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