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Digital Transformation Digest: Mobile World Congress and 5G, Samsung Galaxy S9 and Google Assistant Gets A Boost

Digital Transformation Digest: Mobile World Congress and 5G, Samsung Galaxy S9 and Google Assistant Gets A Boost

All Eyes On Mobile World Congress and 5G

The annual Mobile World Congress #MWC18 kicked off Monday in Barcelona with the 5G standard front and center in all discussions.  With the main 5G architectural standards agreed upon by 3GPP in December 2017, the industry gains a service based architecture, common core network, network slicing, and strong application support via data services and QoS.

  • NEC announced 5G verification experiments.  Working along side of NTT DoCoMo on 5G tech, the two giants used a low super high frequency band (3GHZ – 6GHZ) that coordinates control among distribution units using an active antenna system (AAS) base station.
  • Intel and Huawei plans to demonstrate the first 5G NR trial.   In the world’s first 5G NR over-the-air interoperability demo, Intel and Huawei will show how the 3GPP standards can work with Intel’s flexible programmable processor platform, enabling software driven changes to meet evolving 5G standards.
  • Qualcomm’s simulated real-world speeds show massive promise.  Simulations of Frankfurt and San Francisco showed browsing speeds increased from 71 Mbps in a 4G user to 1.4 Gbps for a 5G user and 23 times faster response.  Videos could be seen at 8k, 10-bit color video streaming at 120 fps.
  • Huawei announces a 5G chip for mobile devices.  As the first chip to support the new 3GPP standard for 5G, the Huawei Balong 5G01 chip is set to download data at 2.3 Gbps.   Huawei’s investment gives them the ability to deliver end to end 5G support from the chip level, devices, and network.

Constellation’s Point of View (POV):  The 5G standards agreed upon have enabled the telecom industry to build new devices and networks to support new digital business models.  From edge computing, connected cars, smart cities, and new data intensive applications. 5G will bridge the gap between telecom and the internet world.  The bottom line – 5G technology is finally ready for roll out.  The question is will the infrastructure investment and business case be there to make it a reality?

Samsung Rolls Out Galaxy S9 and S9 Plus

Samsung launched its latest flagship mobile phone powered by the Snapdragon 845 processor and 6 GB of RAM.  The new devices sports new Harmon AKG stereo speakers that support Dolby Atmos, dual cameras, 64 GB storage with a MicroSD slot for 400 GB of external storage, and a 6.2 inch AMOLED display.  The new fingerprint sensors is easier to use and the edge-to-edge display of Gorilla Glass on aluminum rings art and design to functionality.  With an IP68 rating, the Galaxy S9 can handle 5 feet of water for 30 minutes and a good dust storm.   A 3500 mAh battery gives about a day’s worth of battery life on one charge and uses the tried and true Quick Charge 2 technology and wireless charging.  The camera gains new improvements with a dual camera array with two 12 MP lenses.  Using a mechanical approach, the apertures can be adjusted to handle low light shots from f/1.5 to f/2.4.    The video improvements include a  Super Slow-mo feature that allows 960 fps at 1080 resolution.

Constellation’s (POV): Samsung continues its tradition of launching its flagship phone at Mobile World Congress.  The smart phone advancements have made mobile devices the preferred form factor in enterprises.  Given Android’s penetration around the world, Constellation sees the advancements in the Samsung Galaxy S9 as a key workhorse for enterprise use cases from remote field service, travel and expense processing, workforce collaboration, customer experience, retail mass personalization,and more.

Google Makes Key Updates To Google Assistant Voice Platform

The latest updates to Google Assistant are coming. Key features include grouping commands into smart home routines for the Google Home smart speaker.   The aggregation of commands can work by saying “Good Night” to Google Assistant and the lights would turn off, the music and TV would come down or fade out in five minutes, and the curtains would close.  In addition, language support expands from 8 to over 30 languages by the end of year covering 95% of the world wide Android users.  On the partnership front, Google has improved integration with smart phone vendors such as LG, Sony, and Xiaomi for voice support.  On the carrier side, Google Assistant is supporting tasks such as balance, minutes left, and new purchases.

Constellation’s VP and Principal Analyst on the Future of Work, Alan Lepofsky, noted, “As with many enterprise technologies, their origins begin in the consumer world. While the current announcements are focused on personal use of Google Home, similar complex multi-step commands would be extremely valuable in a business context.  Digital assistants are a critical component to the future of work. It’s important that vendors find the right balance of functionality, ease-of-use and security that will be provide convenient for employees while at the same time still be trustworthy.”

The latest announcements could be key in helping Google bolster its voice assistant platform and spur adoption of the technology. A major challenge facing the overall voice assistant market is that most consumers rely on them to conduct simple tasks, like getting weather updates or setting timers, while complex and lengthy interactions lag. By creating new experiences that expand Google Assistant’s ability to complete more complex tasks, the usefulness of the platform will increase, and engagement can grow as a result. As voice assistants become more intelligent, and developers create better and more useful ways to integrate them with consumers’ lives, voice will cement itself as the primary way consumers interact with their devices.

Constellation’s POV: After extensive use, Constellation believes that Google Assistant supports the more sophisticated use cases and provides the best language support.  Unfortunately, as an engineering led company, Google  suffers from poor marketing.  With Amazon Alexa capturing the hearts and minds of every enterprise demo for conversations as a service, Google needs to also address the emotional connection and find better marketers.  Fortunately, Google’s new features will help improve adoption and gain traction with developers.  In fact, conversations with experienced engineers confirm that those who seek a richer offering and a better machine learning engine in the background, prefer to work with Google Assistant.   Enterprises seeking to experiment with conversations as a service should start with Google as the solution brings a richer platform, has better language support, and has massive android adoption in the market place.

Tech Optimization Innovation & Product-led Growth Next-Generation Customer Experience Data to Decisions Future of Work Digital Safety, Privacy & Cybersecurity AI Blockchain ML Machine Learning LLMs Agentic AI Generative AI Analytics Automation business Marketing SaaS PaaS IaaS Digital Transformation Disruptive Technology Enterprise IT Enterprise Acceleration Enterprise Software Next Gen Apps IoT CRM ERP finance Healthcare Customer Service Content Management Collaboration Leadership Chief Customer Officer Chief Digital Officer Chief Executive Officer Chief Financial Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Revenue Officer Chief Supply Chain Officer Chief Technology Officer Chief AI Officer Chief Data Officer Chief Analytics Officer Chief Information Security Officer Chief Product Officer Chief Experience Officer

Event Preview - Mobile World Congress 2018 - #MWC18

Event Preview - Mobile World Congress 2018 - #MWC18

Mobile World Congress is one of those events that have been mounting a comeback. It used to be the must be event during the smartphone revolution - where it was un-thinkable for any player not present a new phone in Barcelona.

 

 

But take a look at the following video first (if it doesn't show up, check here): 
 
 
No time to watch here is the 1Slide summary (if the slide doesn't show up, check here): 
 
 
 
MyPOV
 
Conferences come and go. Most of them never come back. MWC maybe on a come back with all the branching out into adjacent areas. IoT is functionally close and makes sense. But AI, ML, Cloud, PaaS not necessarily, unless you realize that MWC is really a platform event for ... Android. Mostly. Let's see what 2018 brings. 
 
If you see me, flag me down, always happy to chat. See you in Barcelona.
 
 
Find more coverage on the Constellation Research website here and checkout my magazine on Flipboard and my YouTube channel here.
Tech Optimization Data to Decisions Future of Work Innovation & Product-led Growth New C-Suite PaaS SaaS IaaS Cloud Digital Transformation Disruptive Technology Enterprise IT Enterprise Acceleration Enterprise Software Next Gen Apps IoT Blockchain CRM ERP CCaaS UCaaS Collaboration Enterprise Service Chief Information Officer Chief Technology Officer Chief Information Security Officer Chief Data Officer Chief Executive Officer

New Lists - Q1 2018 Constellation ShortList Portfolio Updates Week Two

New Lists - Q1 2018 Constellation ShortList Portfolio Updates Week Two

It's week two, and we unveiled the next 19 new and updated lists for the Constellation ShortList™ portfolio. Here's the full update on categories if you are looking for a good starting place for your planning and pruchasing decisions.

Products and services named to each Constellation ShortList meet the threshold criteria as determined by our analysts through client inquiries, partner conversations, customer references, vendor selection projects, market share and internal research. Constellation ShortList reports are part of Constellation’s open research library and are free to download. 

We will unveil the last set of lists next Tuesday. If you missed last week's update, you can see it here.

Constellation ShortList Evaluation Services

Constellation clients may work with analysts and the research team to conduct a thorough discussion of a Constellation ShortList, vendor selection, and contract negotiation. Request a meeting here.

For more information, visit https://www.constellationr.com/shortlist.

Data to Decisions Digital Safety, Privacy & Cybersecurity Future of Work Marketing Transformation Matrix Commerce New C-Suite Next-Generation Customer Experience Tech Optimization Revenue & Growth Effectiveness Innovation & Product-led Growth ShortList AI Blockchain Marketing B2B B2C CX Customer Experience EX Employee Experience ML Generative AI Analytics Automation Cloud Digital Transformation Disruptive Technology Growth eCommerce Enterprise Software Next Gen Apps Social Customer Service Content Management Collaboration HCM Machine Learning SaaS PaaS Enterprise IT Leadership HR ShortList Chief Customer Officer Chief Digital Officer Chief Executive Officer Chief Financial Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Revenue Officer Chief Supply Chain Officer Chief Experience Officer Chief Technology Officer Chief AI Officer Chief Data Officer Chief Analytics Officer Chief Information Security Officer Chief Product Officer Chief Human Resources Officer

Work Coordination Platforms - Organize Projects and Processes

Work Coordination Platforms - Organize Projects and Processes

Introducing the Constellation ShortList for Work Coordination Platforms. This vendor recommendation list is an evolution of the previously Social Task Management category. Vendors are not selected on features alone. Instead, factors including funding, customer wins, integrations, management/executive team, services, strategy and long term vision also play a role.

Congratulations to the current awardees: Asana, Clarizen, Microsoft Planner, Sensei Labs Conductor, Smartsheet, Trello (by Atlassian), Workfront, and Wrike

The video below provides an introduction to Work Coordination Platforms.

Constellation ShortLists are updated throughout the year as information changes. If you're a vendor who would like consideration for future inclusion, please reach out to us for a company/product briefing.

 

 

Future of Work

AvePoint LMS and the Microsoft Education Ecosystem

AvePoint LMS and the Microsoft Education Ecosystem

Yesterday I had the pleasure of meeting with Dux Raymond Sy and his team at AvePoint to discuss their new Learning Management System and the state of the Microsoft Education portfolio. As a top Microsoft Business Partner, AvePoint has a deep understanding the Microsoft platform and is leveraging components of Microsoft Azure (such as AI for audio and video transcription) and Office 365 to build new business solutions which can be surfaced in AppSource catalog. Learning Management Systems are not just for schools and universities, they play a vital role in the training and certification of employees in businesses of all sizes.

Here are my thoughts around AvePoint LMS and Microsoft's Education offerings including OneNote, Teams, Surface, Hololens, LinkedIn, Lynda and more.

 

Future of Work

Progress Report - Microsoft wants to enable the digital feedback loop with its Biz Apps and more

Progress Report - Microsoft wants to enable the digital feedback loop with its Biz Apps and more

We had the opportunity to attend Microsoft's first Business Applications analyst meeting, in Seattle on February 11th till 12th 2018, held at its HQ in Seattle. The event was well attended with over 30 analysts, including my colleagues Cindy Zhou, Dion Hinchcliffe and Ray Wang, look for their findings of the event here

 

 

 


Prefer watching over reading – here is my short video summary (if it doesn't show up, check here): 

 

Here is the 1 slide condensation (if the slide doesn't show up, check here):

Want to read on? Here you go:

The Digital Feedback Loop

All vendors need some thought leadership piece de resistance where to align their offerings around, and for the Microsoft Business Apps team it is digital transformation and there specifically supporting the digital feedback loop. Unsurprisingly it features the product areas where Microsoft has most SaaS support – around People, Customers and Products with Data and AI / Intelligence at its core. 

 
Microsoft Business Apps Holger Mueller Constellation Research
Microsoft's new TriFoil: The Digital Feedback Loop with People, Customers and Products
Source: Twitter (@holgermu)

 
MyPOV – Good to see People / HR prominently, Digital Transformation is a pitch that is aging fast to hang your hat on as a SaaS vendor, but it seems to work for Microsoft (seeing the reaction from customers recently, it looks this is a mainstream concern for the target group, always a good reality check). If "products" flies well for the services target group remains to be seen. For traditional ERP the Finance decision makers may not see their 'home' right away. But we will see more of the feedback loop from Microsoft this year, likely with some tweaks.
 

The Platform as the Differentiator

SaaS has arrived on PaaS (and IaaS) – Microsoft has moved all its Business Applications (aka MSFT Dynamics) to the its Azure IaaS and PaaS stack, starting with a new unified user experience. Under the hood, the suite now takes advantage of PowerBI for analytics, PowerApps and Flow for low code / no code extension and customization, and there is a data fabric underneath the whole suite. The latter wasn't shared, as weren't too many details on the ongoing integration of the 3 graphs (see below) as well as integration with Office (and there notably Teams). 

 
Microsoft Business Apps Holger Mueller Constellation Research
The Microsoft Marketecture
Source: Twitter (@holgermu)


MyPOV – It's always hard for SaaS vendors with a PaaS and IaaS to use the latest PaaS / IaaS capabilities. The latter products move faster than traditional enterprise applications and re-certifying the SaaS suite on them takes time and resources. Nonetheless Microsoft has achieved that, which may explain the relatively few functional highlights on the roadmap for the rest of the year. But Microsoft is doing what everybody expects – prospects and clients – that is that all Microsoft products work together in a consistent and synergetic way. The resulting differentiation and efficiencies will be appreciated by customers and prospects.
 

The Graph Data Differentiator

Windows, Office and LinkedIn – Microsoft is combining three massive graphs at the moment: The Windows graph (devices, networks, logins etc.), the Office graph (all your documents, OneDrive, Teams (?) and the LinkedIn graph. Conceptually there needs to be a Microsoft Business Apps graph (or a customer graph etc.) as well, but wasn't mentioned. Combining these and exposing these are substantial engineering, architecture and usability challenges. Not to mention the privacy aspect. But Microsoft is in the process and I guess it will be later in the year where we will learn more about this in detail. The usual feature shown was the LinkedIn Sales Navigator – but that is an older integration, even from the time before Microsoft acquired LinkedIn. 

 
Microsoft Business Apps Holger Mueller Constellation Research
Alysa Taylor walks by the 3 Graphs - Windows, Office and LinkedIn
Source: Twitter (@holgermu)


MyPOV – A very compelling undertaking by Microsoft, finally delivering on its founder's vision of "Information at your Fingertips". Without the connective tissue of a multi-dimensional graphs, that cannot work and today we know that it could not have worked (in today's scope) back then. Kudos for Microsoft to tackle the problem now, with CosmosDB playing a key architecture role (not mentioned at this meeting, interestingly). There are almost infinite opportunities and benefits for users from this, they have to be made more tangible by Microsoft going forward, across the product portfolio. 2018 should be the year where this offering is ripe enough.


Finally a HCM Story: Microsoft Talent

Pressed in time, but nonetheless (finally) present was Microsoft's HCM story – starting with Microsoft Talent. A good place to start, given the LinkedIn acquisition. It also includes key HR Core capabilities which the Talent product name does not pay justice. As well as partnerships in the payroll space, starting with Ceridian (I expect more to follow this year).

 
Microsoft Business Apps Holger Mueller Constellation Research
The Digital Feedback Loop - People Dimension Details
Source: Twitter (@holgermu)


MyPOV – A key area to address by Microsoft, even before LinkedIn. You cannot run an enterprise ignoring the biggest expense (and investment) for an enterprise, people. But Microsoft is not acting as a Top 3 (maybe even #1) HCM vendor – just based on the LinkedIn revenues. LinkedIn is de-factor an HR software company, probably larger than SAP and Oracle (who don't break out revenues) with a small sliver of Talent Management, Talent Acquisition. Clarifying the road forward between the Microsoft and LinkedIn HCM roadmaps is going to be key portfolio and messaging homework, as it's confusing for customers…

 

Overall MyPOV

Good to have the inaugural event, which was overdue from many angles. Good to see Microsoft investing into synergetic benefits across all offerings, something customers always expect, but not always see vendors deliver. But that takes time and resources, and the usually associated functional pause needs to overcome now by Microsoft Business Apps. The gaps and white space are the largest in the HCM space, where Microsoft's offerings are to new to compete on an overall end to end suite with the established players. But differentiators like LinkedIn can help, though Microsoft needs to work on the product, platform and commercial integration. I expect a similar line of thinking coming from my colleagues Cindy Zhou and Ray Wang along the lines of the Adobe partnership.

On the concern side, Microsoft is late to the ERP suite game. It certainly has put the leadership team in place, now it comes to delivering. 2018 already saw the ERP market leader announce an on premises product, a key lesson learnt that when you don't develop fast enough, customers will dictate the platform. In this scenario Microsoft has Azure Stack, but that was not mentioned at all on Day #1 of the analyst meeting. And Microsoft needs organic, in-house SaaS load to scale Azure successfully. But for that customers need attractive automation benefits: If Microsoft can be half as successful as it was with its CRM offerings in the other key areas of ERP automation (Finance, SCM, Procurement and HCM) – it will be in a great place for customers in a few years. But that's a big ask.

But it's early in 2018, much more to come this year, and it's a good start for Microsoft Business Applications. Stay tuned.

Want to learn more? Checkout the Storify collection below (if it doesn't show up – check here).




 
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Event Report: Microsoft Biz Apps Analyst Day Highlights Strategic Transformation

Event Report: Microsoft Biz Apps Analyst Day Highlights Strategic Transformation

Microsoft Dynamics 365 Seeks End To End Coverage Of Business Apps

On February 10th to 12th, 2018, industry analysts converged onto Building 92 at the Microsoft Campus in Redmond, WA, for an update on the Microsoft Business Applications.  The Business Applications Analyst Forum was hosted by key executives including:

  • Jeff York, Finance Director, Microsoft Dynamics
  • Hayden Stafford, VP of Global Sales of Microsoft Business Applications Group
  • Alysa Taylor, General Manager of Microsoft Business Applications Group
  • James Phillips, Corporate Vice President of Microsoft Business Applications Group
  • Clare Henry, General Manager of Microsoft Analyst Relations

Conversations with the leadership team highlight the major shift in strategy for Microsoft Business Applications.  Since the last analyst summit in 2015, five major changes define the new strategy:

  1. Digital feedback loop brings together a unified data model to drive business insights and artificial intelligence.  Microsoft has envisioned all the touch points that surround customers, people, and products in a modern organization.  The digital feedback loop provides a model to understand not only digital transformation technology requirements, but also where organizations must invest in business capability.  Instead of just transactional systems across a unified data model, customers can take advantage of a digital feedback loop built on engagement systems that power actionable business insights.

    Point of View (POV): The competitive advantage will come from bringing together digital signals that power machine learning and future artificial intelligence.   Consequently, PowerBI plays a key role in enabling this shift from software to insights.

  2. Future of Microsoft Business Applications move beyond CRM and ERP.  The traditional view of Microsoft Dynamics shifts to categories such as Sales, Customer Service, Field Service, Talent, Finance and Operations, Retail, Project Service Automation, Marketing, and Customer Insights.   Pricing models reflect this shift of a mega Microsoft Dynamics 365 plan broken into Customer Engagement (CRM) and Unified Operations (ERP).   Packaging models allow for customers to buy at the category level and piece together what they need by bite-sized applications.

    (POV):  Customer and prospects can expect Microsoft to fill key gaps in the overall strategy.  For example, the acquisition of LinkedIn brought investment in the empowered employee and has led to early offerings in talent management and recruiting to bolster existing HR capabilities.  Constellation expects organic and inorganic investment in open areas such as commerce, billing, procurement, experience management, and advertising tech.

  3. A complete cloud stack provides a competitive advantage.  Only a handful of competitors can battle for critical computing power in the enterprise.  Alibaba, Amazon, Google, IBM, Microsoft, and Oracle have made the significant capital investments in data centers to compete for cloud workloads.  Providing a IaaS, PaaS, and SaaS layer gives Microsoft customers a full stack to standardize digital transformation efforts.  Moreover, customers benefit from deployment choice for on-premises, hybrid, and pure cloud across multiple regions and geographies.

    (POV):  Using the cloud to aggregate transactional data, provide compute power, and reduce processing time, customers can power new digital business models built on insights to enable contextual decisions and suggest next best actions.

  4. Target markets shift to handle Global 2000.   Constellation’s recent digital transformation survey shows that 29% of CEO’s drive overall efforts.  With CEO’s expecting end-to-end solutions and not just point solutions, the Microsoft Business Applications team has organized go to market efforts to target the digital transformation requirements of large enterprises.   These efforts range from Azure to Office 365 but provide an account based strategy as opposed to a product approach.  In fact, the growth in $1M+ deals has doubled, overall Microsoft Dynamics 365 revenue growth is up 67% YoY, and more than 80% of enterprises have chosen a cloud deployment option.

    (POV):  As a result, the team has succeeded with larger deal sizes and customers have seen a One Microsoft approach in action.  The result is a greater demand for customer success management resources and more co-innovation and co-creation with customers.  While Microsoft has moved up market, the team and its partners have not forgotten its SMB roots. In addition to the large enterprise strategy, selling motions continue to include partner led strategies that address the departmental sales for customer engagement and unified operations and specific solution sales in areas such as Sales Navigator by LinkedIn.

  5. Low code/no code development platforms provide the last mile.  Built on the common data service, PowerApps and Flow provide customers with the ability to differentiate for competitive advantage.  PowerApps allows customers to deliver on infinite ambient orchestration.  Customers can connect various systems to create new data, quickly build apps with little coding experience, and publish and use on different platforms including the web and mobile.

    (POV):  Early adopters have found the PowerApps Studio easy to use in creating new apps and found the On-premises Data Gateway a great tool to support hybrid deployment options across multiple form factors.

The Bottom Line: Microsoft Business Applications Is A Significant Player In Digital Transformation

From leadership changes and departures to the re-integration of the Dynamics unit into the mothership, customers, partners, and industry influencers have left perplexed about the future of Microsoft Dynamics.  From an industry analyst point of view, this year’s Business Applications Analyst Forum has provided much needed clarity and rationale on the overall strategy.   For those who have seen the Microsoft Dynamics division in the past as just apps, the transition shows a more holistic view of the overall Microsoft value to a customer.

The bottom line – Microsoft is a cloud company that happens to have business applications.

In fact, Microsoft sees the business applications group as a critical pillar in helping organizations with their digital transformation efforts.  Those efforts may require packaged applications, low code last mile innovation, partner led solutions, and access across the Microsoft portfolio.  Should the teams becomes successful in reaching their goals, this fundamental shift puts the entire portfolio of the Microsoft ecosystem in the hands of customers and prospects willing to bet on the complete stack.

 

Tech Optimization Data to Decisions Future of Work Innovation & Product-led Growth New C-Suite amazon ML Machine Learning LLMs Agentic AI Generative AI Robotics AI Analytics Automation B2B B2C CX EX Employee Experience HR HCM business Marketing Metaverse developer SaaS PaaS IaaS Supply Chain Quantum Computing Growth Cloud Digital Transformation Disruptive Technology eCommerce Enterprise IT Enterprise Acceleration Enterprise Software Next Gen Apps IoT Blockchain CRM ERP Leadership finance Social Healthcare VR CCaaS UCaaS Customer Service Content Management Collaboration M&A Enterprise Service Chief Customer Officer Chief Digital Officer Chief Executive Officer Chief Financial Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Revenue Officer Chief Supply Chain Officer Chief Technology Officer Chief Data Officer Chief Analytics Officer Chief Operating Officer Chief Information Security Officer Chief Experience Officer

Digital Transformation Digest: Oracle Bets Big On Cloud, Eye On Amazon Domination, and New Investments In Enterprise Tech

Digital Transformation Digest: Oracle Bets Big On Cloud, Eye On Amazon Domination, and New Investments In Enterprise Tech

Oracle Bets Big On Cloud With New Data Centers, SLA, And Autonomous Cloud

Oracle Corporation announced this week plans to add 12 new data-center “regions” as it ramps up competition with Amazon, Microsoft, Alibaba, and Google.  Critical to the delivery of cloud infrastructure services and eventually artificial intelligence, the capital spending to quadruple Oracle’s current presence will require significant investment as Oracle plays catch up.  Oracle currently runs cloud data centers in Phoenix, Arizona; Ashburn, VA; London, UK; and Frankfurt, Germany.  Current plans include an additional two to the US, two in Canada, one each in Japan, Korea, Singapore, India, Netherlands, and Switzerland.  In China, Oracle will partner with Tencent.   The middle east may include Saudi Arabia through partnerships.

On the contact side, Oracle announced new enterprise service level agreements (SLAs) with a end-to-end financially backed cloud warranty for Infrastructure-as-a-Service (IaaS).  Oracle already has an SLA for uptime at 99.995 guarantee for its Oracle Autonomous Database.   In the new SLA,

“Oracle Cloud Infrastructure guarantees it will deliver more than 90 percent of published performance every day in a given month. If it falls below that level for even as few as 44 minutes a month, customers may claim service credits according to Oracle's terms of service”

Adding to the news from the latest Oracle Cloud World in New York, Oracle added to its end to end automation quest for both the Cloud and the Database.  New autonomous database services include Oracle Autonomous Data Warehouse Cloud Service for analytics, Oracle Autonomous Database OLTP for transactional and mixed workloads, and Oracle Autonomous NoSQL Database for fast, massive-scale reads and writes.  On the Oracle Cloud Platform, services include application development, mobile and bots, application and data integration, analytics, and security.   The new Oracle Digital Assistant used applied machine learning and neural networks to correlate data and automated user behavior with both SaaS and PaaS services.

Constellation’s Point of View (POV):  Success in the next wave of computing requires significant investment in the cloud infrastructure.  Those who control the keys to massive data aggregation and analysis, low cost compute power, and intelligent processing capability will have the foundation for the next artificial intelligence driven wave.  Oracle’s push to completely autonomize IT operations across its “Red Stack” gives customers a cost effective option.  As Oracle plays catch up in the cloud, the automation and AI differentiation will prove to be an asset as it competes with rivals earlier to market but with older architectures.  Oracle’s success in the market will provide clients with an option as  Amazon, Microsoft, Alibaba, and Google rush to fill workloads and grab marketshare.  Customers will benefit as Oracle pushes out innovative products, packaging, and pricing in the market.

Amazon Continues Vertically Integrated Monopoly Quest

The Wall Street Journal last week reported Amazon’s ambitions to deliver “Shipping with Amazon” to debut in Los Angeles and additional cities in the future.   While the investment to go all Amazon with 1.2 to 1.3 billion packages a year seems far off, and the tens of billions of dollars required for planes, trucks, and sorting centers seem enormous, the quest for last mile seems to be in Amazon’s ambitions.  Today UPS handles 20 million packages a day while FedEx handles 12 million packages a day.  The goal is to monetize the empty trucks out for delivery to focus on pick-up.

Recent reports have also surfaced from healthcare executives and news outlets of Amazon’s forays into the medical supply business.  Pitting up against McKesson and Cardinal Health, Amazon sees new ways to drive down cost and improve margins through Amazon Business.  Amazon is touting a more secure and safe approach using modern technology.

Constellation’s (POV):  Today’s digital ecosystems often represent vertically integrated monopolies when one organization aggregates content (i.e. product, service, insight, outcome), network (i.e. distribution capability), and technology (i.e. exponential technologies).  Amazon has succeeded in content categories from commerce, to media, to enterprise software. Amazon has always targeted the high margin, high volume categories and medical supply appears ripe for a target market.

Technology innovations in the cloud, drone delivery, and automation put Amazon as top in class leaders.  On the distribution side, Amazon has leveraged the United States Postal Service on delivery as well as built 100 distribution centers in North America.  The quest to take full control reflects their belief that from a cost and delivery aspect, they need to take the last mile on physical delivery to ensure full barriers to entry in their market and increase margins on Amazon Prime.  Consequently, partners and customers who may compete with Amazon in future endeavors should take note on the overall strategy and plan contingencies in future relationships.  Those who are subsidizing Amazon’s ability to deliver scale should understand the strategic impact to their markets.

 

Venture Capital Funding Heats Up In Adjacent Enterprise Areas

Investment in enterprise and enterprise cross-over, start-ups often reflect a 12 to 18 month indicator on what feature battles will emerge next.  The recent $17.5M bet by White Star Capital on Unacast focuses on the value of location data.  Unacast has a value prop in providing an aggregation of data supplier partners using GPS signals from cell phones.

Meanwhile, the $25M investment led by Google Ventures in UJET for customer support brings multi-modal interaction for customer support agents.   The goal of bringing all the required contact agent information across immersive channels can drive down support costs and speed up resolution.

Constellation’s POV: As organizations seek mass personalization at scale, contextual data such as location remains locked up in the hands of social and consumer giants.  With Google, Facebook, and Apple collecting most of the world’s location data, other organizations may feel too dependent on a tech giant to provide much needed context and thus turn to Unacast.  Customers can than use this location data to improve marketing efforts in both research and targeting.

The value prop behind UJET, enables innovations in customer support to match innovations in work environments and technologies.  With more home based and mobile customer support agents, the need to provide advanced call details and next best actions will require new delivery models across multi modal channels.  This means lower cost customer support and more effective first call resolution.

 

Tech Optimization Data to Decisions Future of Work Innovation & Product-led Growth New C-Suite Next-Generation Customer Experience Digital Safety, Privacy & Cybersecurity ML Machine Learning LLMs Agentic AI Generative AI Robotics AI Analytics Automation B2B B2C CX EX Employee Experience HR HCM business Marketing Metaverse developer SaaS PaaS IaaS Supply Chain Quantum Computing Growth Cloud Digital Transformation Disruptive Technology eCommerce Enterprise IT Enterprise Acceleration Enterprise Software Next Gen Apps IoT Blockchain CRM ERP Leadership finance Social Healthcare VR CCaaS UCaaS Customer Service Content Management Collaboration M&A Enterprise Service Chief Customer Officer Chief Digital Officer Chief Executive Officer Chief Financial Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Revenue Officer Chief Supply Chain Officer Chief Technology Officer Chief Data Officer Chief Analytics Officer Chief Operating Officer Chief AI Officer Chief Information Security Officer Chief Product Officer Chief Experience Officer

New Release: Q1 2018 Constellation ShortList Portfolio Updates

New Release: Q1 2018 Constellation ShortList Portfolio Updates

We’re rolling out the updated Constellation ShortList™ portfolio over the next three weeks. Today, we released 19 new and updated lists from across our coverage areas. Below is the full list:

Technology buyers use these reports to identify the services and products they need to achieve digital transformation. Products and services named to each Constellation ShortList meet the threshold criteria as determined by our analysts through client inquiries, partner conversations, customer references, vendor selection projects, market share and internal research.

Be sure to check back for updates over the next two Tuesdays! 

Constellation ShortList reports are part of Constellation’s open research library and are free to download. Updates are shared every six months.

Constellation ShortList Evaluation Services

Constellation clients may work with analysts and the research team to conduct a thorough discussion of a Constellation ShortList, vendor selection, and contract negotiation. Request a meeting here.

For more information, visit https://www.constellationr.com/shortlist.

Data to Decisions Digital Safety, Privacy & Cybersecurity Future of Work Marketing Transformation Matrix Commerce New C-Suite Next-Generation Customer Experience Tech Optimization Revenue & Growth Effectiveness Innovation & Product-led Growth ShortList AI Blockchain Marketing B2B B2C CX Customer Experience EX Employee Experience ML Generative AI Analytics Automation Cloud Digital Transformation Disruptive Technology Growth eCommerce Enterprise Software Next Gen Apps Social Customer Service Content Management Collaboration HCM Machine Learning SaaS PaaS Enterprise IT Leadership HR ShortList Chief Customer Officer Chief Digital Officer Chief Executive Officer Chief Financial Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Revenue Officer Chief Supply Chain Officer Chief Experience Officer Chief Technology Officer Chief AI Officer Chief Data Officer Chief Analytics Officer Chief Information Security Officer Chief Product Officer Chief Human Resources Officer

News Analysis - Oracle wants to make the whole cloud stack autonomous

News Analysis - Oracle wants to make the whole cloud stack autonomous

At CloudWorld today, Oracle announced additional capability on the road to self-driving technology stacks, the Oracle Cloud Platform Autonomous Services. 

 

 

 


Important enough to dissect the press release in our customary style, it can be found here:

Oracle President of Product Development Thomas Kurian demonstrated the latest advances in Oracle Cloud Platform, expanding its Oracle Cloud Platform Autonomous Services beyond the Oracle Autonomous Database, to make all Oracle Cloud Platform services self-driving, self-securing and self-repairing. With its enhanced suite of autonomous Cloud Platform services, Oracle is setting a new industry standard for autonomous cloud capabilities. Oracle is applying AI and machine learning to its entire next-generation Cloud Platform services to help customers lower cost, reduce risk, accelerate innovation, and get predictive insights.
MyPOV – When Ellison announced the self-autonomous database at Oracle OpenWorld in fall 2017, something was missing: The application of the same principles to the overall technology stack. After all – what is an autonomous database good for, when it gets compromised by network security issues that do not have the benefits of autonomous capabilities. So, this is a key follow up announcement.

 
As organizations focus on delivering innovation fast, they want a secure set of comprehensive, integrated cloud services to build new applications and run their most demanding enterprise workloads. Only Oracle's cloud services can automate key operational functions like tuning, patching, backups and upgrades while running to deliver maximum performance, high availability, and secure enterprise IT systems. In addition, to accelerate innovation and smarter decision making, Oracle Cloud Platform is incorporating additional autonomous capabilities specific to application development, mobile and bots, app and data integration, analytics, security and management.
MyPOV – Good description. Usual 'only Oracle' claims, that others will be able to contest, taking away credit from the overall holistic approach by Oracle that is truly unique. Other vendors focus on single areas like e.g. security, server access, DevOps etc.

"The future of tomorrow's successful enterprise IT organization is in full end-to-end automation," said Kurian. "At Oracle, we are making this a reality. We are weaving autonomous capabilities into the fabric of our cloud to help customers safeguard their systems, drive innovation faster, and deliver the ultimate competitive advantage with smarter real-time decisions."
MyPOV – Good quote from Kurian about what Oracle plans to do / is doing. The key point is the benefit that mundane and routine tasks are going away, freeing up resources for other priorities.


Oracle's autonomous capabilities are integral to the entire Oracle Cloud Platform, including the world's first autonomous database unveiled at Oracle OpenWorld. The Oracle Autonomous Database uses advanced AI and machine learning to eliminate human labor, human error and manual tuning delivering unprecedented availability, high performance and security at a much lower cost. Multiple autonomous database services, each tuned to a specific workload, will be available in 2018, including Oracle Autonomous Data Warehouse Cloud Service for analytics, Oracle Autonomous Database OLTP for transactional and mixed workloads, and Oracle Autonomous NoSQL Database for fast, massive-scale reads and writes.
MyPOV – Good summary reaching back to OpenWorld, but also a reminder that the autonomous database is still all about future capabilities to be shipped in 2018.


In addition to the Oracle Autonomous Database, Oracle Cloud Platform autonomous capabilities for application development, mobile and bots, integration, analytics, security and system management, are scheduled to be available in the first half of calendar year 2018. Oracle Cloud Platform services all share foundational autonomous capabilities including:
MyPOV – Important information here – all the below capabilities seem to be catching up to the database announcement, which means that Oracle likely has held back on the announcement and building capabilities in quiet… notice though that none capabilities are explicitly mentioned. 

• Self-Driving to Lower Costs and Increase Productivity: Eliminate human labor to provision, secure, monitor, backup, recover and troubleshoot. Automatically upgrade and patch itself while running. Instantly grow and shrink compute or storage without downtime.

• Self-Securing to Lower Risk: Protect from external attacks and malicious internal users. Automatically apply security updates while running to protect against cyberattacks, and automatically encrypt all data.

• Self-Repairing for Higher Availability: Provide automated protection from all planned and unplanned downtime with up to 99.995 percent availability, resulting in less than 2.5 minutes of downtime per month including planned maintenance.

MyPOV – Good summary of the benefits of a self-driving platform – or as Oracle calls it an autonomous platform. The good news for customers here is that it's a win / win for them as providers – like Oracle – try to improve availability and increase SLAs.


Examples of additional autonomous capabilities being added to functional areas across the rest of the Oracle Cloud Platform include:

Application Development

• Automated artifact discovery, dependency management, and policy-based dependency updates increasing code quality and developer productivity

• Automated identification and remediation of security issues throughout the CI/CD pipeline significantly reducing security risks

• Automated code generation with single button deployment enabling rapid application development even by line of business users

MyPOV – Increasing developer productivity and automating the code production pipeline is key for enterprises, as they become software companies and need to build more software faster.


Mobile and Bots

• Self-learning chatbots observing interaction patterns and preferences to automate frequently performed end-user actions freeing up time for higher productivity tasks

• Unsupervised, smart bots using machine learning to learn from user conversations enabling fluid, contextual conversations

• Automated caching of API calls to the nearest data center in real time for lowest latency responses based on end user location

MyPOV – Voice is the new UI was a slogan some years ago, and the underlying benefits are still strong, it's the providers of platforms who have made it hard for enterprises to build them – and then to maintain and updated them. More self-driving bot capabilities are a good move by Oracle.



Application and Data Integration

• Self-defining integrations automate business processes across different SaaS and on-premises apps

• Self-defining data flows with automated data lake and data prep pipeline creation for ingesting data (streaming and batch)

MyPOV - Self Driving application and data integration are a no brainer for vendors in this space, and several announcements have been made, good to see Oracle joining the trend.


Analytics

• Automated data discovery and preparation

• Automated analysis for key findings along with visualization and narration delivering quicker real time insights

MyPOV – Same as for data integration, one can only hope that in the near-term future an expensive, white collar worker does not have to spend time to chart a timeline and business data in tool. It's time to see this capability in action.


Security and Management

• Machine learning-driven user and entity behavior analytics to automatically isolate and eliminate suspicious and malicious users

• Preventative controls to intercept data leaks across structured and unstructured data repositories

• Unified data repository across log, performance, user experience and configuration data with applied AI/ML, eliminating need to set and manage performance and security monitoring "metadata" such as thresholds, server topology, and configuration drift

MyPOV – The traditional area where most of the activity of vendors, good for Oracle customers to see Oracle catching up here.


Oracle today also demonstrated a single Oracle Digital Assistant for users to interact across Oracle's SaaS and PaaS services including analytics. Oracle Digital Assistant provides centralized connection for the user to converse across the user's CRM, ERP, HCM, custom applications and business intelligence data and uses AI to intelligently correlate data and automate user behavior. Oracle Digital Assistant capabilities include:

• Integration to speech-based devices like Amazon Echo (Alexa), Apple Siri, Google Home and Speech, Harman Kardon (Cortana), and Microsoft Cortana

• Deep neural net based machine learning algorithms to process the message from the voice based devices to understand end user input and take action

• Intelligent routing to the Bot with the knowledge to process the end user input

• Deep insights into user behavior, context, preferences and routines that is used by the Oracle Digital Assistant to self-learn to recommend and automate across all data sets on behalf of the user

MyPOV – This maybe the more important announcement. The ability to be build bots and use all the leading speech recognition platforms is important for enterprises. Even more interesting (and important) is the reference for neural network support. More details are needed though – what type of neural network and where do they run. Does it have deep learning ability (because that is what self-driving applied to neural network means).


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Overall MyPOV

Oracle could not stop with the autonomous database, the whole autonomous stack is needed, with forays into PaaS, changing the SDLC fundamentally. That was a missing part on the vision and it is good to see Oracle making up with this announcement at Oracle Cloud World. Now Oracle has to deliver in 2018, we will see how much will happen in this FY (ending in May).

More important is the assistant announcement – as it refers to a neural network – void the details though. All the autonomous capabilities need to be powered by a neural network, a deep learning one ideally (as it would not be autonomous otherwise) and exposing it in assistants is a good start.

On the concern side, Oracle that just had its stack together, has to do back to the drawing board and bolt on machine learning capabilities to realize the vision of a self-driving stack as well as fundamentally changing how software is created, integrated, and finally how data is moved, interfaced and analyzed. It's a great test of the design principles of the Oracle stack – and a validation if it is really as API driven as Oracle has said in the past. Speed of Oracle providing these autonomous features will be the proof… the timelines are aggressive – making me mildly optimistic.

But for now, exciting times. Oracle came late to cloud, and who comes late must have some serious point of attraction to get attention of the party goers. Self-driving or autonomous as Oracle calls it definitively has that – so well done. Remarkably the usual competitors have not yet matched the Oracle vision. But it's early in the year and I expect similar offerings from all infrastructure and platform players to come out later this year. Stay tuned, exciting times.



 
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