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Broadcom CEO Hock Tan aims to woo VMware customers with private cloud, simplification pitch

Broadcom CEO Hock Tan aims to woo VMware customers with private cloud, simplification pitch

Broadcom CEO Hock Tan said that VMware has heard from enterprise customers and made VMware Cloud Foundation (VCF) more integrated and user friendly to be the private cloud platform of choice.

Tan, speaking at VMware Explore in Las Vegas, said:

"It's been almost a year since Broadcom acquired VMware and from conversations with all of you, we've been hearing lots. We've been hearing from you. You're telling us you want our products to work better and be more user friendly. You want them to work together. You're asking us--me particularly--to roll up your sleeves and do the hard work. That's exactly what we've done."

Tan's mission during his keynote appearance at Explore was to convince customers that VCF can be its core platform for a variety of private cloud and AI workloads. Tan also noted that VMware has been guilty of creating complexity when it "fell in love with the promise of private cloud 10 years ago."

"Here's my very simple view for the future of the enterprise. Your enterprises are private. Private cloud. Private AI. Private data. It's about staying in control," said Tan. "Of course, you continue using public cloud, but in this hybrid world, the private cloud is now the platform to drive your business and your innovation."

Tan said that enterprises need to simplify like VMware has. He noted that VMware went from more than 8,000 SKUs to 4 core offerings and broke down product silos. "Your success represents our success," said Tan.

It remains to be seen how Tan’s stump speech goes. The VMware Explore conference follows a turbulent 2024 for customers. When Broadcom completed the VMware acquisition it shifted to subscription-based pricing in a move that raised costs for enterprises.

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Nutanix has been able to add VMware customers, but acknowledged last quarter that Broadcom was responding with aggressive pricing. Hewlett Packard Enterprise also entered the virtualization space by building open-source kernel-based virtual machines into HPE Private Cloud, but that move will take time to play out. Rimini Street also offered VMware support for enterprises pondering next moves.

On Broadcom's fiscal second quarter conference call, Tan said that VMware's transition to a new model is on track, but Tan has had to pen a few blogs designed to allay customer fears. VMware revenue in the second quarter was $2.7 billion, up from $2.1 billion in the first quarter. Tan said the company has signed up nearly 3,000 of its largest 10,000 customers to deals, mostly multi-year contracts.

Tan's talk at VMware Explore lands with a bevy of product updates revolving around VMware Cloud Foundation (VCF).

Here's a look at the news announced at Explore.

VMware launched VCF 9, which is designed for private cloud deployments. VMware has argued that VCF will lower total cost of ownership even as customers have cringed about pricing changes. VCF 9 will include the following:

  • A self-service cloud portal for provisioning services designed to consolidate management consoles. Integrated workflows will also combine operations and automation tasks and include analytics.
  • VCF Import is expanded for VCF. Broadcom will enable VCF to import VMware NSX, VMware vDefend, VMware Avi Load Balancer and storage topologies into existing VCF environments. Broadcom is bolstering VCF Import given that much of its base is on these older versions of software.
  • Advanced memory tiering with NVMe, which will give VCF the ability to handle AI databases, workloads and analytics. Memory tiering with NVMe cuts latency and boosts throughput.
  • VMware also will add VCF Multi-Tenancy to VCF. Those features were previously in VMware Cloud Director. Native VPC Deployment with networking-as-a-service will also be added along with unified security management and the ability to adopt Nvidia-powered genAI deployments.

VMware outlined a series of edge product portfolio enhancements for AI workloads. VMware combined fixed wireless access and satellite connection support for the VMware VeloCloud Edge 710, VMware VeloCloud Edge 720 and 740 appliances. VMware VeloCloud SASE will be secured by Symantec. In addition, VMware added a series of enhancements to its VMware Edge Compute Stack.

VMWare launched Tanzu Platform 10 with a focus on genAI workloads. VMware also rolled out Tanzu AI Solutions, a set of tools to deliver genAI applications. Tanzu Platform 10 is designed to ride shotgun with VCF and features the following:

  • Experiences that rhyme with Cloud Foundry for developers using Kubernetes.
  • Better app-to-platform visibility.
  • Services to connect apps to middleware and databases.
  • Spring-based application security.
  • Frameworks and observability features for genAI applications.

Hitachi Vantara and Broadcom launched a series of integrated systems for private and hybrid cloud deployments. The partnership integrates Hitachi Vantara's Unified Compute Platform (UCP) RS with VMware Cloud Foundation powered by Hitachi Virtual Storage Platform One arrays. According to the companies, the integrated systems provide faster time to value, flexible deployment options and simplified management

 

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Nvidia launches NIM Agent Blueprints aims for more turnkey genAI use cases

Nvidia launches NIM Agent Blueprints aims for more turnkey genAI use cases

Nvidia launched NIM Agent Blueprints, which are reference AI workflows aimed at bringing generative AI to specific use cases.

With the move Nvidia is looking to bring more generative AI prototypes to production and drive business value. Enterprises have plenty of use cases, but often data issues get in the way. With NIM Agent Blueprints, Nvidia is giving enterprise developers more turnkey options.

At GTC, Nvidia launched NIM, a set of microservices that make models accessible to enterprises. Nvidia NIM Agent Blueprints come with microservices, sample applications, reference code, documentation and deployment help.

Nvidia highlights algorithmic research as it moves to FP4

According to Nvidia, NIM Agent Blueprints are a jump start and designed to be modified and enhanced with what the company calls a "data-driven generative AI flywheel." NIM Agent Blueprints are free to download for developers and can be deployed via Nvidia AI Enterprise.

"You can think of NIM Agent Blueprints as an ever-growing catalog of reference applications that are built from common use cases, and we're encoding the best practices from Nvidia's experience with these leading companies that are early adopters," said Nvidia's Justin Boitano, vice president of enterprise AI software products, in a briefing. Boitano added:

"The first wave of generative AI was really the infusion of AI into internet scale services driven by makers of foundation models and expanded into productivity tools. The next wave is really starting now, and it represents a bigger business process transformation that's going to affect how teams work across an enterprise. AI is going to help teams reason through complex business decisions."

Boitano cited Amdocs, AT&T, L'Oreal and Siemens as companies going down the generative AI business transformation path.

The first NIM Agent Blueprints are available in three use cases: digital human for customer service, generative virtual screening for accelerated drug discovery and multimodal PDF extraction for enterprise retrieval-augmented generation (RAG).

Nvidia said it plans to launch new NIM Agent Blueprints each month with a pipeline that will include customer service, content generation, software engineering, retail shopping advisors and research and development.

To bolster the effort, Nvidia plans to leverage systems integrators and partners to develop their own NIM Agent Blueprints and use cases. Accenture, Cisco, Dell Technologies, Deloitte, Hewlett Packard Enterprise, Lenovo, SoftServe, and World Wide Technology are among the first partners to launch NIM Agent Blueprints.

Boitano said that Nvidia will launch NIM Agent Blueprints for both vertical and horizontal use cases with help from a broad ecosystems of consulting firms.

Constellation Research's take

Here's what Constellation Research analysts had to say about the NIM Agent Blueprint effort. 

Holger Mueller said:

"Nvidia's NIM Agent Blueprints offering should enable enterprises to uptake AI faster to power their next generation applications. As expected the AI game is becoming a little more about the software (than the hardware)."

Martin Schneider said:

"The NIM Agent Blueprints remind me of the early days when Azure and AWS were going all out trying to help people move their applications to their clouds. It's the “if you build it, they will come” concept, except people weren’t coming as quickly as they expected, so they needed to make it easier and more financially compelling. I think Nvidia is understanding that we’re hitting a gap in terms of the low hanging fruit of genAI use cases and anticipating the lull and doing its best to minimize it."

Andy Thurai said:

"Now that Nvidia has saturated the large language model and genAI market, it is looking for ways to further fuel growth and sustain innovation. GenAI is hitting the adoption chasm and enterprises aren't moving to production at nearly the same pace they've been experimenting with it. If genAI production slows it could hit Nvidia hard. Nvidia is staying ahead of the curve with NIM Agent Blueprints." 

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Apple CFO Maestri to step down Jan 1, 2025

Apple CFO Maestri to step down Jan 1, 2025

Apple CFO Luca Maestri will step down on Jan. 1, 2025, but remain leader of the company's corporate services group, which includes information systems and technology, information security and real estate and development.

Kevan Parekh, vice president of financial planning and analysis at Apple, will become CFO.

Both Maestri and Parekh will report to CEO Tim Cook. With Maestri as CFO, Apple more than doubled revenue and grew the services business by more than 5x. 

In a statement, Cook said Maestri has been "instrumental in improving and driving the company’s financial performance, engaging with shareholders, and instilling financial discipline across every part of Apple." Cook added that Parekh "understands the company inside and out," has worked for Apple for 11 years and is ready to be CFO.

The CFO news lands as Apple announced its September 9 event where it will roll out new iPhone 16 devices and Apple Watch models.

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IBM outlines Telum II, Spyre chips for its Z mainframes

IBM outlines Telum II, Spyre chips for its Z mainframes

IBM is looking to give its IBM Z systems an AI and large language model (LLM) twist as it outlined its upcoming IBM Telum II Processor and IBM Spyre Accelerator for upcoming mainframes.

At the Hot Chips 2024 conference, IBM is outlining new processors and architectures to keep mainframes relevant in an AI age.

IBM outlined the following at Hot Chips to service AI workloads on mainframes:

  • IBM Telum II processor, which will power the next-gen IBM Z systems. The new IM chip has more memory capacity, 40% growth in cache and an integrated AI accelerator core connected to a Data Processing Unit (DPU) compared to the first generation Telum.
  • Telum II features eight cores running at 5.5GHz, with 36MB L2 cache per core and a 40% increase in on-chip cache capacity for a total of 360MB.
  • The new DPU on Telum II is designed to accelerate IO for networking and storage.
  • IBM Spyre Accelerator, which will complement Telum II and provide more AI compute. IBM said Telum II and Spyre are designed for ensemble methods of AI modeling that combine multiple models with encoder LLMs. Spyre will be an add-on option for IBM Z systems and features up to 1TB of memory.
  • The chips will be manufactured by Samsung Foundry on a 5nm process node.
  • Use cases include for these chips for IBM's next-gen mainframes include insurance claim fraud detection, anti-money laundering and AI assistants.

According to IBM, Telum II will be the CPU for the next-gen IBM Z and IBM LinuxOne with availability in 2025. IBM Spyre Accelerator is in tech preview with availability in 2025.

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ShortList Spotlight: OpenText Brings Integrations, Scale & Security to the DAM Party

ShortList Spotlight: OpenText Brings Integrations, Scale & Security to the DAM Party

Liz Miller talks Constellation ShortLists, unpacking the category of Digital Asset Management (DAM) for High Volume Commerce and its leading solutions. DAM has always represented the last mile of hashtag#technology that pulls everything together. It's where the intersection of planning, assets, documents, etc. can meet and be deployed. And in today's world, DAM has to be used everywhere and available at scale.

💡 Liz highlights OpenText as a leading DAM solution for usability, scale, security, and speed. Watch the full video to learn more about using OpenText in your vendor selection ?

Check out the full Constellation ShortList here 👉 https://lnkd.in/gnwk89qf

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Video Transcript (Disclaimer: this transcript has not been edited and may contain errors.)

Liz Miller back again to talk more constellation shortlists. This one I'm going to tell you right now. This has to be one of my favorite categories, digital asset management for high volume commerce, and yes, one of the reasons why damn is one of my favorites, I get to say damn all the time, and no one's gonna scold me for cursing. Sorry, mom. But for me as a marketer, especially as a marketer that was working in any type of commerce field, damn has always represented that last mile, that last mile of technology that pulls everything together. It tends to be that intersection point of where all of your hard work and all of your planning for all of the assets, all of your creative, all of your documentation, all of your product renders, everything that you've done goes someplace can't just be in a big bucket.

Damn represents that place where all of your work meets all of that strategy and then can be easily deployed the new kind of what's different in dam today is that it has to be used everywhere. It has to be used everywhere, across the organization and in high volume commerce. That means some really interesting parts of an organization that's perhaps doing product renderings, prototyping, 3d modeling. You're dealing with people who come from across the enterprise and are dealing with very, very different assets. And all of those assets have a place, but they also have to be able to move at a scale that is churning what feels like every single day. And that's what makes high volume commerce a really interesting place to specifically look at, damn solutions. And I gotta tell you, there's like, 50 to 60 that I look at every single year for this specific shortlist, and it is everything from just simple content storage all the way to up to some of your most sophisticated and, quite frankly, complex solutions that are needed in a commerce setting.

So let's dive in. We're talking about scale. We're talking about usability. We're talking about integrations, integrations into tools that range from everything from your ERP, your supply chain, your warehouse management, you need to know every single thing that's going to be out there that needs to be cataloged, that someone may need an asset to go with, but you also need speed, speed and scale and flexibility, and that's why these solutions are really hard to list. And quite frankly, there's one brand I want to talk about, one vendor that for years, had been kind of the mainstay on the list, but in recent years, drop just below, just below that list that would appear on the shortlist.

And that's open text, and it's not they got bad. It's not that they were somehow not really worthy competition to all of these shortlist vendors. It's just a lot of new players that hit the market, and our executive network was really talking about those, implementing those and really enjoying them, but the call to reassess open text and to really take a deep dive into some of the new innovations that have been placed in the solution really became very loud and clear from a couple of our clients that said, listen, not only have I stayed with Open text, but I'm expanding what I'm doing with open text, so I want to dive into that and talk a little bit about that. Today, open text has been a mainstay, not only in content and content management, but also in asset management. There is a deep understanding as far as how to manage, maintain and support Asset Delivery, as well as asset organization and asset management, and that's really important.

But some of the things we really need to talk about when it comes to OpenText and some of the new, let's say, new mindsets as an organization, they have. The number one thing, integration, integration, integration. OpenText really understands that it is part of a much larger ecosystem, especially when it comes to its commerce clients. You are dealing with platforms and solutions that are not typically integrated and managed into, say, some of your other asset management or some of your other creative management solutions. This is a very different beast when it comes to commerce. And OpenText really understands that. But the number one thing interestingly that every person I talk to, every customer and every end technology user that's using OpenText, media management, it's got to be the integrations. It's probably the first thing everyone mentions to me that everyone who is creating within the organization, they might be doing 3d modeling. They might be doing product prototyping. They might be doing your traditional asset creation and creative asset development. Everyone is able to utilize and integrate easily and quickly into open text. So you might be in Photoshop one moment it was. Trader in the next you might be in PowerPoint, but you also might be in Premiere Pro. You also might be in texture. You might be creating massive 3d models. You are still going to be able to integrate quickly, reliably, and have the uptime and the scalability that you need to be able to pull your assets into the central repository. And let's also point out something really important here. The second thing everyone brought up to me was one word simplicity. There is a big difference between simplicity and simplistic. I bring it up a lot because it matters, right? You can't be simplistic in your tool can't just have a bucket someplace you stick things when it comes to high volume commerce brands, there is a demand there. There is a demand for speed and for scale. And OpenText gets it right with this all inclusive subscription pricing. Customers actually volunteered to me that there was never the sense they were going to get a gotcha invoice. We all know what we mean by that, right that the layers on unexplainable costs.

Why do I all of a suddenly have to play that? Yes, I know my storage got bigger, but the subscription pricing and the way that OpenText has structured a lot of their pricing and their availability makes sense to not only the CFO, but also to the Chief Digital Officer, to the Chief Marketing Officer, to everyone involved in this new CX, this new asset ecosystem. Everyone understands what the expectation is, and everyone understands where that invoice is going to be. And that is wildly important, especially when commerce can change on a dime. The other thing that's a differentiator, at least in my own analysis, is a lot of the AI models that are used here, I think a lot of times, especially in modern conversations, when we talk about dam, we really quickly get into a conversation around generative AI and asset manipulation, right? And yes, dams have to have that. You have to be able to personalize. You have to be able to use the right image for the right situation, for the right implementation, but you also have to be able to have standard data. You also have to be able to translate. You have to be able to have data standardization that is not just normalized, but it's also harmonized across all of your metadata, across all of the categorization, and if you're in high volume commerce, you know just how much that takes. Right?

Again, with Media Manager, you can extend a lot of these media support. And it's this limit, this idea of this limitless media support, that's so important that you can really extend well beyond, say, marketing assets or your product and your commerce assets you're looking again prototypes, Lydd models, complex video documentation, it allows you to think about your content and your assets differently. Do we really need multiple locations where we're putting all of this, or can we start to harmonize this so that the data that we're pulling into our system starts to grow and build, and in true AI fashion starts to actually make things like tagging, things like categorization, that much smarter and that much easier, because at the end of the day, we still have to think about damn as being that last mile to experience delivery, Whoever is having the experience our shopper, our retailer, our partner, our market, people, internal to the organization. It's supposed to be easy to use, and I think somewhere along the line, especially for a lot of damn solutions, we lost that idea and we lost that understanding, but open text has done a really nice job of bringing all of that back and bringing in innovations and solutions that feel purpose built for the setting that we're in. Because at the end of the day, we're really here to create profitable relationships with our customers and a lot of times and a lot of experiences. We have to do that through assets. We have to do that through what they see, what they hear, what they experience, what they're searching for. Does it make sense these AI models and all of these tools and the intention behind these actions from OpenText make me understand that. Yeah, they get it. They absolutely get it. But there's something else I want to bring up about OpenText that I think is really important, and it certainly weighed very heavily when I started looking at this short list, it's the strategy for the rest of the company.

In recent years, OpenText has put in a lot of investment into really becoming a security company. And for those of you who've heard me get on my soapbox before, y'all know I really love security, but it's super important when it comes to commerce and assets, when it comes to a damn. You don't want something that's just rule based, role based, oh, sure, people can't get in it. You want an organization that, to its core, fundamentally understands, respects and implements security, security measures that allow access, that allow that identity of the user who can. Get into the system, but also who understands what's getting into your system. So the fact that there are native aggression integrations across open Texas platform and its portfolio is really important, and it's really important for someone who is looking at a damn solution to look at security as a massive measure of what's important to bring into your organization.

So with that, hey, congratulations to OpenText, back on the shortlist, certainly back on that literal shortlist of solutions that here at Constellation, we recommend that executives start to look at to make that buying decision around solutions and complex solutions like dam for high volume commerce, just a little bit easier. You. 

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Peraton's Cari Bohley: Why internal talent recruiting and retention is critical

Peraton's Cari Bohley: Why internal talent recruiting and retention is critical

Peraton, a next-generation national security company, is continually searching for talent including employees with high-security clearances. But the real win for Peraton has been courting internal candidates.

The company is an integrator and enterprise IT provider for the US government. Peraton provides cybersecurity, digital, cloud, operations and engineering services for space, intelligence, homeland security, health and defense among others.

In Peraton's Supernova Award entry, the company noted that it saw internal job board applicants increase 9.8% and more engagement overall. I caught up with Cari Bohley, Vice President of Talent Management at Peraton, to talk about the Supernova finalist entry in the Future of Work: Human Capital Management category.

Here are the highlights from our conversation.

Peraton's role. Bohley said Peraton is a government services contractor focused on national security. Projects can range from rocket launches to intelligence, data analytics, maritime security and modernization.

A history of mergers and acquisitions. Peraton was a spinoff of L3Harris Technologies in 2017 and then made a series of acquisitions including Solers (2019), the IT and mission support unit from Northrop Grumman (2021) and Perspecta (2021). "In just three years we grew to 19,000 employees," said Bohley. "Even though we've been around since 2017, the legacy of all the different companies means we have people with a lot of tenure and years of service."

The talent management game. Bohley said competition in Peraton's industry is fierce and there are "very unique requirements we're trying to fill." Peraton needed to cultivate internal applicants while courting both active and passive external candidates. "Without something like AI it's hard to look for unique information and indicators," said Bohley. "The other piece we're looking for is passive talent. We're looking for people who aren't necessarily looking for a new job and AI helps us identify them."

SeekOut's role. Bohley said Peraton used the SeekOut platform for its AI-driven talent management. She said Peraton had worked with SeekOut for a few years and expanded the contract when the company realized there was more power to find talent. SeekOut Recruit, Grow Internal Talent and Grow Career Compass were deployed. "It just made sense for us to explore the expanded capabilities SeekOut already had," said Bohley, who noted the new modules aligned with Peraton's employee engagement and career growth strategies.

SeekOut's technology integrates with multiple Peraton systems including HR and learning management so it can surface patterns for employees on career paths.

Business metrics. Bohley said retention of employees and mobility were the primary business metrics to justify the project. "Not only do we retain our employees, but we have a place for them to grow their career and move them throughout the organization," said Bohley. "If we're able to do that then we can bring in new employees from outside and get them to build careers. It becomes an end-to-end process for helping our folks build their careers."

If Peraton is successful, it should be able to reduce turnover, increase engagement and mobility and staff programs internally instead of having churn, Bohley said.

Difficult roles to hire. "In our industry it's really high clearance talent that's difficult. These are people that are doing top secret work for the government," said Bohley. "There are a number of companies that do the work we do, but it's a small industry."

Building the business case. Bohley said IT teams need to focus on key metrics that matter to leadership and the story behind the business case. "Make sure you've got a strong business case and get the buy-in," said Bohley. "Having a sponsor to help you is incredibly important."

Why internal candidates matter. "Internally, we know our candidates. We know the types of projects they worked on. We know their performance and we don't have that with external candidates," explained Bohley. "When we're looking for positions that are more strategic it really helps us to source internally when we have so much more data."

Advice for HR leaders. Bohley said "you have to go into AI. You don't have a choice." She said AI has been critical because she has a small team and there are productivity gains when generating ideas, developing training and other items. "AI is something for all of us to take advantage of," she said.

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Ultra Tool & Manufacturing: The importance of IoT, automation

Ultra Tool & Manufacturing: The importance of IoT, automation

Andrew Loescher, Ultra Tool & Manufacturing Automation Specialist, shares the importance of #automation and #optimization of the shop floor. Andrew is a SuperNova award finalist for Constellation Research and tells his story to Editor in Chief Larry Dignan.

View the full case study here: https://www.constellationr.com/node/33436/vote/application/view/1068

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Full video transcript (Disclaimer: this transcript is not edited and may contain errors)

Hi, I'm here with Andrew loscher. He's Ultra he's an automation specialist at ultratool and manufacturing. So first off, congrats on being a supernova Award finalist. Let's just start a high level. What does Ultra tool and manufacturing specialize in? Sure, ultra tool and manufacturing specializes in on time, high quality metal stampings, sheet metal stampings. We also build high quality tools for the stamping industry as well as we provide a full fabrication department for customers who are looking for smaller runs of sheet metal goods. We also have a value added department that can add nuts, bolts, weld parts of the sheet metal, parts that we stamp. And how large is the company? So we're about right around 100 employees. We're right around $28 million in sales per year.

Okay, so I know you were trying to, you know, scale things up and, you know what? What were your challenges in doing that and just sort of getting the data you needed to optimize? We really started the journey about four years ago now. So what kicked off the journey was really just hearing a lot of the talk about IIoT right away. We had some conversations with a company at the time called cores engineering. They were bought by Plex was bought by Rockwell, but so they provided a solution for us. But really, even before they provided a solution for us, they helped us really figure out how we could benefit from smart technology. Plant monitoring on the floor as I talked with representatives from at the time Coors engineering about what you know, plant monitoring in general, can do for you. One of the most powerful things that they had said at the time was really it can do anything for you. It just takes a team of people who have eyes on the floor, who can see what the problems are, the inefficiencies are. And once you really have that kind of mindset looking for those inefficiencies, there's there's always a tool, there's always a smart tool, or some logic you can build behind the scenes to improve those inefficiencies and save money.

So did you have any infrastructure in place to, you know, measure these processes and manufacturing in place to begin with? Or is that something that you worked with Plex to kind of just integrate some of our machines are fairly smart, at least the stamping presses. They have mountains of data that you could pull from them. They all are driven by industrial computers, PLCs and we had Plexis ERP ahead of time, so we kind of had these two pieces. We had the ERP was working behind the scenes, and we had our machines, but we didn't really have anything tying them together. So really, the first time, I personally looked into one of our stamping presses to figure out what data we could pull from it, I was I was pretty surprised and very excited to be honest about what we could get from that machine and feed into our ERP system, or just create a dashboard for our own visibility. So Plex really provided that that intermediate piece to connect our machines to our ERP system, and that that connection was mostly a software layer, yeah, mostly a software layer. I really all we had to add was switches in any of our older machines that didn't have them, and we standardized right away how we were going to communicate. So we had stamping presses that didn't even have a PLC, that were just built off and relays all the way up to a new, new servo stamping press that has, you know, way more technology than we'd ever look at or need to deal with. The presses kind of come with a monitoring system that we just upgraded those across all of our presses. So, so really seamless implementation, because we just really needed to upgrade those boards on each press and then connect an Ethernet cable and you're good to go. So how has this changed your processes, and how you go about optimizing keep. Biggest change for us was, again, just getting into a mindset of what were our processes that were inefficient, first of all, and prioritizing which ones we felt we could make more efficient with this, with this technology, and then getting people on board and train to deal with that. So right?

The first step in the process was just getting our key players, managers, supervisors, together in a room and just kind of having a roundtable discussion on what everybody's problems are, what if, what inefficiencies were there specifically right away related to monitoring and recording production on the plant floor and interfacing with Plex. So we were trying to take away anything that an operator had to do specifically in Plex manually so that they could focus on making parts. Really just took away some processes, to be honest, like recording production, scrapping parts in the system, and printing labels. Have you been able to tweak the processes from your learnings initially, I guess, how often do you go and kind of tweak how things are done? I would say, from an implementation standpoint, the Plex engineers that take on the implementation are very hands on, very thorough, also very capable and interested in training people within our company to tweak background logic and parts of the automated processes, especially with our some of our machines did require fairly custom logic. So what used to be called Mach two and a Plex automation and orchestration has a pretty, pretty good set of templates, logic, templates and things that they've built out to work for customers. But with some of our machines, there was quite a bit of custom, custom building behind the scenes. Their engineers helped out with but I kind of picked up the ball and was able to learn how to build that logic behind the scenes, which was really helpful for us, and I know it has been for other companies that I've spoken with, so that, you know, even little things here and there that come up, they're able to build additional logic, or tweak logic, or use some kind of history of transactions to make make the processes even better. What? Um, what have the returns been like? What?

What have been some of the benefits you've been able to quantify? Yeah, so right away, the ROI for me was really just in recording, production and printing labels. So just on our stamping floor alone, we have 13 stamping presses. 10 of the 10 of them are automatic. And some of those, some of the, some of the jobs that we run, I mean, we're making parts anywhere from really 20 up to 200 strokes per minute, parts per minute. So we have some people that are making, you know, hundreds and hundreds of boxes every day. So for that person, have to walk up to their computer and type in how many parts they've made, and then, you know, click through a couple of screens in Plex, which, you know, Plex is great, but it's still all extra work. So they're trying to record production, print a label, apply a label. And I would say, probably in at least a third of our jobs, they're stopping the machine to have to do all that. So now all of that is done, recording production, recording scrap, printing labels, all that's done automatically, so an operator just can walk over, quick, pull a label off, slap it on a box. So the return on investment. On that process alone, paid for, paid for the mach two product, but Plex ano product for us, just in one year's time, if we have all of our machines running on our shifts, and again, it kind of depends on the job, if it's if it's one where the press is stopping or not. So we're really saving money. We were seeing returns upwards of $48,000 a year just on label, printing itself and production recording. Now we're also planning on building, building a lot, quite a few other initiatives out. We have some pretty good ROI numbers for some additional logic that we built in house to track track setup time for machines, so if an operator z is struggling with a setup previously, we didn't really have very good real time visibility into that to have a supervisor go out and assist. So. Something maybe turned into a five hour setup on a machine, maybe a complex setup where now we can track what's going on there via machine statuses and send out the correct people to assist the operators so they can get a machine up and running faster. So we saw a really good ROI numbers on that as well, and decreased setup times because of that.

So the How long will this scale out take? We've had the product or about two and a half years now. We've just done stamping the build out, wasn't it was probably over a couple months. So our the way we did it was, let's roll this out on two machines to start out with. So we just get our feet, our feet go on, and we get people seeing how it's working. Because once you kind of build out the one or two machines, especially with us in our stamping facility, our presses are mostly the same. So we were able to build out just, really two, two machine templates that we could then apply to the rest of our presses. So after we had those two kind of done and taken care of and running well, an implementation for another one was less than a day. It's really just applying that template to another work center, testing it out for an hour or two, and then just kind of letting her rip. We do have, like I said, we have our full fledged fabrication department and a value added department with spot welders, welders press brakes, whole bunch of different machines that we also plan on implementing at some of those implementations will be simpler. For example, our spot welding machines, we plan on also recording production, and that's kind of already something we've done. So applying that to another work center is just a matter of really getting one piece of data from the machine. Hey, am I stroking up and down? But in addition to that, we have we have other initiatives that we are going to get going. We plan on building a dashboard to track cycles on all of our spot welders, so that we know how many times a consumable, like an electrode on a spot welder, how many hit sets, how many strokes it's made because they wear out.

So that can be a problem if we have, if we're not changing those in a certain time frame, then you might start getting bad parts. So now we can have a dashboard with real time visibility into how many, how many, how many strokes a machine has made, so that we can be proactive and change machine consumables when we need to. All right, thanks for joining us. Yeah, thanks for having me. Larry.

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Workforce Management ShortList SpotLight: ADP

Workforce Management ShortList SpotLight: ADP

As #enterprises face longer and more flexible working hours, they need help tracking time, scheduling attendance, and managing worker attendance. Leaders need tools to help their operational managers make better #workforce management decisions. #ai is also changing enterprise #automation substantially. Vendors need AI-based automation in the core workforce management automation areas – with tangible success.

💡 With this context in mind, Holger Mueller highlights his Workforce Management Suites ShortList and why ADP made the list! Watch below ??

View the full ShortList here 👉 https://lnkd.in/gVnH6M2t

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Video Transcript (Disclaimer: This transcript has not been edited and may contain errors)

Hello everybody. It's Holger Mueller Miller here from Constellation Research, here to speak to you about two things which are near and dear to my heart, which are the hard things in HCM and the things which make enterprise move farther faster. The hard thing in HCM is payroll and workforce management. We're going to speak about workforce management today, and we're going to start about constellation port lists. What are constellation shortlists? All about?

They are about us looking at a number of vendors in the space in the workforce. Managers paid about 30 or 40 vendors, which we typically speak at least twice a year. In many cases, like the ones on the shortlist, we go to their conference. We go to their analyst events. We speak to them almost on the monthly level. We help customers to select software and selection processes for their offerings. So we're very intimate, familiar depending on the frequency and popularity of the solutions.

So what is relevant for that is that it helps you as an enterprise, when you listen to us, to accelerate your software selection and enterprise acceleration is near and dear to my heart. It's my research area. How can companies become faster, move faster, become more agile, accelerate overall return, better shareholder value, create better employee experience, better customer experience. All these things are crucial part of enterprise. Explorations and shortlists are important part because you need to select software and be on top of that software.

So let's look of the shortlist which we published just in the space about workforce management suites, and let's look about what are the critical capabilities there selection criteria which we look into. So first of all, everybody has a strong time and tenants management, it's basically the building blocks of any workforce management solution. If you do not have that, then you're not able to run workforce management has to be complete, has to be easy to use, has to be mobile, has to be available for all employees and also gig workers. There has to be strong scheduling. That's where the rubber hits the road. If you don't have strong scheduling capabilities in a workforce management product, your managers will struggle, your schedules will struggle, not a good position to be in.

So this is why it's critical to have strong scheduling capabilities and at least three or more of the following five areas, workforce planning and forecasting, compliance management, reporting, payroll interface, because that's where and ultimately, your employee satisfaction hinges on and because you're no longer working with just normal employees, strong gig worker support. So additionally, there's geographical and adoption parts. There has to be support for more than four continents. It has to be more than six and a half 1000 customers and more than 2.3 million users, and everybody's working on a smartphone in 2024 everybody is having that in their pockets. Your employees and gig workers do that as well. So very strong mobile platform support is absolutely essential and critical.

So what are we talking about? One of the shortest vendors, and congratulations. Here is ADP workforce management. What is setting apart from full length criteria? What's setting ADP workforce management apart from a capability perspective compared to the other products which are also on the shortlist, and everybody has their own differentiators. So first of all, it has a strong full capabilities and time in 10s, as well as absence management, as I said, very critical to make it part of a working workforce management system that will legal the input box are really working, and they do for the ADP solution here, you have to have good enough scheduling, and scheduling is super critical to make basically workforce management really work. You have to support your managers and schedule as well to make this a successful offering overall. All the other components can be great. If scheduling doesn't work well, then it's critical ADP does good to very good scheduling in what matters also very much in a very modern, compelling user experience. And that is so important, because people don't want to spend too much time figuring out how to schedule things. They want to be able to use things right away and actually successfully. From that perspective, reuse templates, find people who are the right people, easy way of fashion.

And ADP has done, like in general, across the ADP solution, a very good job on the user experience for that which differentiates it compared to the other members of the shops. ADP has very strong labor forecasting, which is not a surprise to a certain point, because labor statistics are very close to ADP. ADP is better at many governments at forecasting labor trends because they have so much payroll data. And the integration of the two are very, very strong in terms of the labor forecasting capabilities in the ADP workforce management product. And, of course, table stake for ADP, nobody surprised, but still worth mentioning, one of the best, if not the best, payroll integration from all the workforce management products. That sums it up. From my perspective, what's also important is not. Forget it's not only about the technology, it's about the mix of people and technology. You have to get that right, select the right workforce management product, which we're helping you with.

The shortlist for Workforce Management. ADP is a very strong content out there. Check out the overall shortlist to have a look. I mentioned the differentiators for you, but you also have to think about the people on this so otherwise you won't be successful. This is Holger Mueller from Constellation Research. Thank you so much for watching. What you think about the shortlist? What do you think about ADB, workforce management? Please don't be shy. Reach out to me. Love to hear from you. Thanks for watching you.

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Nvidia highlights algorithmic research as it moves to FP4

Nvidia highlights algorithmic research as it moves to FP4

Nvidia has developed a system that preserved large language model (LLM) accuracy with less precision. The system, which will be outlined at the Hot Chips conference, highlights how Nvidia's AI game is becoming more about software and optimization as much as it is hardware.

In a briefing, Dave Salvator, Director of Accelerated Computing Products at Nvidia, outlined the Nvidia Quasar Quantization System and Research.

He outlined how Nvidia new Blackwell GPUs move to FP4--four bits of floating-point precision per operation. In a nutshell the shorter the floating-point string, the faster the execution. Moving to FP4 and reduced precision means faster compute, lower power and reduced data movement. The trick is preserving accuracy.

Salvator said Nvidia has been doing a lot of algorithmic work to preserve accuracy as it goes to FP4. "It's one thing to claim you have FP4 support in your chip. It is another thing entirely to actually make it work in real AI applications," said Salvator. "The amount of algorithmic work we have been doing to ensure that we preserve accuracy as we as we go to that reduced precision has been a substantial amount of work, and it's ongoing work."

Here's a look at the system and the output of an FP4 bunny. Click to enlarge the first slide.

Salvator explained the importance of the FP4 generated bunny picture.

"What you see on the left-hand side is an AI generated image from Stable Diffusion where we use first FP16, and then we ask with the same prompt to generate that same image using FP4. Now you may notice there are some slight differences in the image, not so much around image quality, but for instance, how the bunny is posed. That's actually an artifact of doing AI generated imagery. If you run the same prompt through most text to image generators, what you'll see is that from run to run, the image generated will be slightly different. In other words, the image that gets generated is not entirely deterministic. It's not going to be the exact same image every time. What's more important to focus on is the image quality? And what you can see is that we've preserved a huge amount of the quality. In fact, nearly all of it when you look at that image that was generated using FP4."

Salvator noted that Nvidia's algorithmic research will land in developer libraries for software developers. The upshot from Nvidia's talk at the Hot Chips conference is that the company's Blackwell efforts revolve around a complete platform including switches, racks and cooling to go along with GPUs.

Other talks from Nvidia at the Hot Chips conference include:

  • A tutorial on liquid cooling systems with Blackwell including warm water direct-to-chip approaches.
  • A talk on how Nvidia uses generative AI to build its processors. 
  • And a deep dive into Blackwell architecture including shots of Blackwell-based systems and core components in the lab.

Nvidia is an AI player at Hot Chips, but rivals are also at the conference. Qualcomm, IBM, Intel and AMD are also giving talks.

Data to Decisions Tech Optimization Innovation & Product-led Growth Future of Work Next-Generation Customer Experience Digital Safety, Privacy & Cybersecurity nvidia AI GenerativeAI ML Machine Learning LLMs Agentic AI Analytics Automation Disruptive Technology Chief Information Officer Chief Executive Officer Chief Technology Officer Chief AI Officer Chief Data Officer Chief Analytics Officer Chief Information Security Officer Chief Product Officer

Workday Q2 solid, announces Equifax partnership

Workday Q2 solid, announces Equifax partnership

Workday’s second quarter was better than expected as revenue posted growth of 16.7%. The company also moved to build out its Workday Payroll services.

The cloud HR and finance firm, reported second-quarter earnings of 49 cents a share on revenue of $2.085 billion, up 16.7% from a year ago. Non-GAAP earnings were $1.75 a share.

Wall Street was expecting Workday to report earnings of $1.65 a share on revenue of $2.07 billion.

Workday CFO Zane Rowe said the company is “focused on balancing targeted investments across our growth areas along with driving efficiencies across the company as we leverage the power of the platform.”

Rowe added that the macroeconomic backdrop in the second quarter was on par with the previous quarter. Workday reiterated its previous outlook for fiscal year 2025 subscription revenue and raised its non-GAAP operating margin. Workday projected fiscal 2025 subscription revenue of $7.7 billion to $7.725 billion, up 17%. Non-GAAP operating margin will be 25.25%.

Insights:

For the third quarter, Workday projected subscription revenue of $1.955 billion, up 16% from a year ago.

Constellation Research analyst Holger Mueller said:

"Workday delivers solid results, but stays on a constant pace of around 15% growth. The question for the second half is this: Will there be an AI acceleration for Workday, and will it propel its growth in the 20% range? If Workday delivers to forecast where is growth missing that is being compensated by AI growth? Or – hard to believe – is the growth not coming from AI? With the platform readiness on the Extend side for AI powered Next Generation Applications – we will know soon."

Ahead of earnings, Workday and Equifax forged a partnership to provide employment and income verification through the HR and finance platform. Workday said it will integrate Workday Payroll and The Work Number employment and income verification from Equifax. Workday's new opt-in Employment Verification Connector For Equifax integration is expected to be available to all U.S. Payroll customers in 2025.

Workday launched Global Payroll Connect, which integrates with payroll providers, so customers can integrate payroll with Workday’s platform. Workday said the pre-built API integrations in Global Payroll Connect cut implementation costs by up to 50%. Workday also outlined Workday Payroll provided by Strada to HCM customers.

Research:

On a conference call with analysts, Carl Eschenbach, CEO of Workday, said enterprises "are focusing their investments on the areas that will help them increase productivity and improve their operations."

Eschenbach said Workday is winning more full suite deals. He also said that Workday Financial now has more than 2,000 customers. 

Other notable items from the conference call:

  • Workday Rising will feature a heavy dose of the company's AI vision and a show case of innovations across applications, platform and user experience. 
  • The partner ecosystem has been driving ACV. Partner-driven ACV more than doubled in the second quarter sequentially.
  • The Equifax partnership is an example of Workday's alliance strategy. Eschenbach also touted the recently announced strategic alliance with Salesforce
Data to Decisions Future of Work Tech Optimization workday AI Analytics Automation CX EX Employee Experience HCM Machine Learning ML SaaS PaaS Cloud Digital Transformation Enterprise Software Enterprise IT Leadership HR Chief Information Officer Chief Customer Officer Chief People Officer Chief Human Resources Officer