IT MEETS OT THE DIGITAL ENABLEMENT HAPPENS NOW

Transcription

1 IT MEETS OT THE DIGITAL ENABLEMENT HAPPENS NOW Dr. Wolfram Jost CTO Metzler Dialog 2018 Frankfurt, December 11, Software AG. All rights reserved

2 SAFE HARBOR STATEMENT This presentation includes forward-looking statements based on the beliefs of Software AG management. Such statements reflect current views of Software AG with respect to future events and results and are subject to risks and uncertainties. Actual results may vary materially from those projected here, due to factors including changes in general economic and business conditions, changes in currency exchange, the introduction of competing products, lack of market acceptance of new products, services or technologies and changes in business strategy. Software AG does not intend or assume any obligation to update these forward-looking statements. This presentation constitutes neither an offer nor recommendation to subscribe or buy in any other way securities of Software AG or any of the companies that are members of the Group at present or in the future, nor does it form part of such an offer and it should not be understood as such. This presentation does not constitute an offer of sale of securities in the United States of America. Securities may not be offered or sold in the United States of America without registration or exemption from registration in accordance with the U.S. Securities Act of 1933 in its currently valid form Software AG. All rights reserved.

3 THE DIGITAL ENABLEMENT HAPPENS NOW RETAIL PHARMA PRODUCTION INSURANCE MOBILITY Digital: Digital: Digital: Digital: Digital: Consumer centric supply chains Platform as a retailer (Alibaba & Amazon) Personalized medicine Health card as a medical service platform Individualized production Smart products (I 4.0, MES, IoT) Predictive solutions Platform as a broker Personalized insurance contract Connected cars Platform as a broker (Uber) Digital Category: Digital Category: Digital Category: Digital Category: Digital Category: C: Connected Process Innovation Product Innovation Organizational Innovation Service Innovation A: Assisted S: Shared Service E: Electric Software AG. All rights reserved.

4 IOT IS DRIVING DIGITAL TRANSFORMATION Efficiency & Optimization Increase operational efficiency Optimize use of assets Improve product quality Better reliability of equipment New Business Models Assets as a service instead of owned assets Offer higher-value services with new revenue models Better customer experience & new engagements Staying competitive Software AG. All rights reserved.

5 GARTNER ABOUT IOT BUSINESS SOLUTIONS You don t buy an IoT Business Solution, you assemble and build it. There is no commercial-off-the-shelfs (COTS) end-to-end IoT Business Solution. And it is unlikely that there ever will be Software AG. All rights reserved.

6 A TYPICAL IOT JOURNEY FOR AN ENTERPRISE CUSTOMER FROM SIMPLE USE CASES TO AUTOMATION, PREDICTION AND INNOVATION III New business models, innovation I Collecting & acting on data II Automation & prediction Basic functional & non-functional requirements Device management, basic analytics, simple visualization Triggering events based on data Integration More complex analytical models Data reliability is critical Organizational change From selling hardware to as-a-service Focus on ROI and increasing maturity of IoT platforms drives demand from large enterprise customers Software AG. All rights reserved.

7 CUMULOCITY IOT OVERVIEW Asset Performance Management Manufacturing Operations Mgmt Service Management Further Applications TRUE MULTI-TENANCY SOLUTION ACCELERATORS SCALABILITY & HIGH AVAILABILITY PROCESS & APPLICATIONS INTEGRATION & API CLOUD + HYBRID SECURITY DATA & ANALYTICS DEVICES ON PREMISE EDGE all verticals all use cases all networks Software AG. All rights reserved.

8 DIGITAL BUSINESS IS A PLATFORM BUSINESS IOT PLATFORMS ARE DISTRIBUTED IoT Endpoints IoT Edge Platform IoT Cloud Platform Enterprise Applications MES ERP CRM Gateway Edge Server SaaS SaaS Local Communication Long-range Communication Backend Integration Software AG. All rights reserved.

9 PROCESS VIEW DATA FLOW Connectivity Data & Analytics Enterprise Integration Actions Connected Devices S p e e d L a y e r Streaming Analytics Predictive Model Execution Alerts In-Memory Dashboards Human Gateway Device Connectivity Integration Storage Processes Business Intelligence Time Series Analytics Predictive Model Creation Enterprise Applications & Production Data APIs SaaS DB CRM MES ERP B a t c h L a y e r Software AG. All rights reserved.

10 DISTRIBUTED IIOT ARCHITECTURE ANALYTICS AT ANY LEVEL IoT Device (Agents) Thin Edge (On-Premises Gateway) Thick Edge (On-Premises Server) Private Cloud (Dedicated) Public Cloud (Shared) Software AG. All rights reserved.

11 DIGITAL BUSINESS PLATFORM (DBP) & IOT EVOLUTION CREATING NEW DIGITAL BUSINESS IN REAL TIME ECONOMY DBP Connect business data & logic I ot Connect device & production process data Apply real-time analytics Build new digital business models (algorithms) Create new digital enterprise Software AG. All rights reserved.

12 Software AG. All rights reserved.

13 SOFTWARE AG S SUCCESS STORIES IN IOT IOT ECOSYSTEMS INDUSTRIE 4.0, TELCOS, AUTOMOTIVE, JV of leading machinery manufacturers: DMG MORI, DUERR, ZEISS, ASM, ENGEL, KARL MAYER Joint plug-and-play solution for scalable, powerful quick start of IoT projects by bundling Dell EMC s hardware and Cumulocity IoT Edge Strengthening Mindsphere platform across industries enabling powerful industry applications Enabling customers to use geo-sensing alerts, reduce theft and anticipate maintenance needs Leveraging Bosch IoT Cloud platform with real-time predictive analytics technology KPN (NL), Telstra (AUS), Telia (SWE), Reliance Communications (India), NTT (Japan), Deutsche Telekom (T-Systems), Nokia or Huawei Software AG. All rights reserved.

14 2018 Software AG. All rights reserved. 12/11/

15 OUR ROLE IN THE MINDSPHERE ARCHITECTURE EXTENDS WAYS TO SEND DATA INTO MINDSPHERE MindConnect API MindConnect Integration Simplified integration of application data into MindSphere Combine machine data with data out of our applications, on premise or in the cloud MindConnect IoT Extensions Extends range of IoT devices Combines device identity, asset and software management Use other customizable software agents on custom devices More than 40 customers in production Software AG. All rights reserved.

16 Partner & Developer API Gateway (external) Identity Management Security / Safety / QoS Management User Experience Management BOSCH IOT FRAMEWORK PLATFORM SERVICES Customer Service Consumer User Front End Components, Interfaces & Platforms (e.g. Tablet, PC, Embedded UI ) Digital Experience Presentation Framework Business Model specific Building Blocks Marketplace Customer, Developer & Partner oriented Building Blocks Mobility Services Smart Home Developer Portal Digital Marketplace Sales (WebShop) Basic Commerce Platform Marketing Service Lifecycle Support & After-Sales Building Automation Fulfillment Assurance Billing Smart Grid Connected Industry Content Mgmt. (incl. Digital Asset Mgmt.) Digital Marketing & Campaign Workbench Product & Service Configuration Pricing Engine IoT Foundational Building Blocks Semantic Management Device Management Business Process & Rule Management Digital Foundational Building Blocks Transactional & Behavioral Analytics Master & Reference Data Management Enterprise Services 360 Data Integration Device Virtualization Enterprise Service Providers (e.g. ERP, CRM ) 16 Device Communication Device Application & Basic Software Platform & Device Security Mgmt. Device Source: Project IoT Ecosystem 2018 Software AG. All rights reserved. Enterprise Integration Infrastructure Services Enterprise & Network Infrastructure Cloud Infrastructure All building blocks can be realized Bosch internal, external and cloud-based Manufacturing Infrastructure

17 GET AN EDGE ON THE COMPETITION DELL TECHNOLOGIES AND SOFTWARE AG JOIN FORCES The speedway to the Industrial Internet of Things is just ahead! Cumulocity IoT Edge powered by Dell Technologies -a joint software appliance by Software AG and Dell EMC- offers plug-and-play entry onto the IIoT, literally the shortest time-to-market. The performance-optimized, industrial-grade appliance comes with preinstalled software, making it fully usable out of the box Software AG. All rights reserved.

18 HYBRID INTEGRATION & APPLICATION DEVELOPMENT Software AG. All rights reserved.

19 SOFTWARE AG ACQUIRES BUILT.IO FLOW IPAAS TO EXTEND LEADERSHIP IN HYBRID INTEGRATION Flow ipaas Connect any app, service, or device to automate workflows Flow Embed Embedded connectivity into any SaaS application Brings modern Node.js technology, FaaS and 160+ new connectors Integrating Built.io Flow with Software AG s leading ipaas, IoT, API and B2B capabilities uniquely delivers an unmatched integration offering Software AG gains analyst recognized ipaas offering Software AG. All rights reserved.

20 SOFTWARE AG & AMAZON WEB SERVICES EXTENDED PARTNERSHIP Part of the new AWS Docker container marketplace launch with 10 products: webmethods API Portal webmethods API Gateway webmethods Command Central Microservice Runtime Zementis AI ARIS Connect ARIS GRC Apama Data Streaming A&N database and application development Software AG. All rights reserved.

21 SOFTWARE AG S OPEN IoT ECOSYSTEM OVERVIEW Technology & Analytics Hardware & Devices System Integrator Consortia & Alliances Value-added reseller Infrastructure & Connectivity Software AG. All rights reserved.

22 IOT USE CASES Predictive Maintenance Smart Logistics Smart Insurance Smart City Connected Car Smart Home Smart Grid Connected Health Smart Manufacturing (Industrie 4.0) Smart Lightning Smart Parking Smart Retail Software AG. All rights reserved

23 WIND TURBINES FEED ANALYTICS NEEDED FOR PREDICTIVE MAINTENANCE Software AG. All rights reserved.

24 21GW POWER ACROSS 5,500 WIND TURBINES OPTIMIZE POWER GENERATION AND PREVENT BREAKDOWNS With Cumulocity IoT Edge, the health of each of the 5,500 wind turbines can be monitored and analyzed locally using a variety of different sensors for vibration, power output, temperatures and wind conditions using a combination of low-cost edge devices and sensors. -- Stefan Ewald, CIO of Nordex Software AG. All rights reserved.

25 MONITORING AND TRACKING OF RAIL WAGONS TO MAINTAIN PRODUCT QUALITY AND CHECK TRACE LOCATION Location of goods and wagons on rail network is a real issue If an item is delayed or misrouted, they need to know where it is If refrigeration fails or product knocked in transit, they need to know Software AG. All rights reserved.

26 REMOTE MONITORING OF 5,000 LONDON BUSES TO REDUCE EMISSIONS & PREVENT BREAKDOWNS We have taken Software AG s Cumulocity IoT platform and rebranded it STW machines.cloud. Big data can be used to detect patterns alerting problems in bus engines. This reduces the amount of data transmitted, and enables predictive maintenance which avoids unnecessary preventive actions and breakdowns. -- Dr. Michael Schmitt, CEO, STW Software AG. All rights reserved.

27 AVIATION, ASSET TRACKING, CONNECTIVITY PREVENT BREAKDOWNS & MONITOR USAGE Inseego provides asset tracking, connectivity, telematics solutions Across diverse industries such as aviation and fleet management Any kind of movable object that needs wireless connectivity Customers include insurance and leasing companies Software AG. All rights reserved.

28 SMART INSURANCE USAGE BASED INSURANCE Analyzing driver behaviour to offer smart insurance policy 4,3 Save money on your car insurance Software AG. All rights reserved.

29 CONNECTED PAINT SYSTEMS ANOMALY DETECTION & PREDICTIVE MAINTENANCE Software AG. All rights reserved

30 SOLUTIONS See & Understand - VisualAnalytics Synchronisation robot position Time series Front-end to analyze time series and events Intelligent comparison of workpiece data (production view) Compare data from different robots (maintenance view) 3D View of recorded robot painting process Workpiece selection Signal selection View time series and events Software AG. All rights reserved 30

31 SMART COMPRESSORS REPORT PERFORMANCE IN REAL-TIME Software AG. All rights reserved

32 AIR COMPRESSORS CONDITION MONITORING, FAULT DETECTION & REMOTE CONTROL Real-time monitoring Real-time fault detection Online storage and on-demand distribution to the correct service partner Remote configuration Customised dashboards Plug and play machine integration Cumulocity allows us to provide a uniquely branded, secure IoT monitoring solution to our compressor distributors and service partners allowing them to offer a high-quality, real-time monitoring solution to their customers - Sia Abbaszadeh, VP Global Marketing & Technology, Gardner Denver Software AG. All rights reserved.

33 IoT BAKED INTO THE PRODUCTION PROCESS INDUSTRIAL BAKING MACHINES Increase and monitor production quality across the entire process Spot potential problems with the machine and respond Ensure the production line keeps running Software AG. All rights reserved.

34 STRATEGIC GOAL: TO DOUBLE IN SIZE GROW TO $22 BILLION BY 2022 We have set a bold vision for the future our plan contemplates generating 4%-6% annual organic revenue and $5 billion to $9 billion from acquisitions and by increasing sales with new Digital Offerings and engaging customers to create a better end-user experience. -- James M Loree, President & CEO, SB&D Software AG. All rights reserved.

35 FULLY REBRANDED IoT PLATFORM BUILT ON CUMULOCITY IoT Subsidiary of NTT Corp, largest telco provider in Japan More than 30 subsidiaries with 140 hubs across US, Europe and Asia Uses fully rebranded on-premises solution built on Cumulocity IoT Uses its SDx+M network to ease the digital transformation of global enterprises Software AG. All rights reserved.

36 Investor Relations Uhlandstrasse Darmstadt Germany phone: +49 (0) 6151 / fax: +49 (0) 6151 / softwareag.com investor.relations@softwareag.com Software AG. All rights reserved.