Richard D. Chaves
                                     rchaves@microsoft.com
                                     Novas Tecnologias | Microsoft Brasil
                                        @richardchaves




Modelo de Negócios e seus Desafios
Cloud Computing


                                                                 rchaves | 2011
Agenda
•   Contexto
•   Benefícios e Desafios
•   Cenário Atual
•   A abordagem Microsoft
3 Gerações da Computação
Modelo Econômico e de Negócios
Benefícios de Cloud
• Reduz a barreira que mantém negócios
  afastados das necessidades de mercado
• Possibilita cenários impensáveis
• Reduz complexidade e aumenta agilidade
• Mais opções de solução
Benefícios de Cloud
        Economia de Escala

                    SMB: >25x public
                     cloud benefit


                                Enterprise: ~10x public
                                     cloud benefit



                                                          Public cloud steady
                                                             state pricing




Source: Microsoft
Oportunidades




  Pessoas   Organizações   Parceiros
Desafios
Exemplos de Desafios Comuns




        Governo                             Organizações                                Parceiros

  Soberania sobre informação               Papel de TI/ Papel do CIO                  Modelo de Negócios

Modelo de Contratação - Lei 8666

                       Percepção sobre (falta de) Segurança     &      Data Governance

                            Novo paradigma de controle, design, gestão, contratação
Modelo de Negócios
Paradigmas dominantes definem a forma como vemos e reagimos às inovações
HORSELESS CARRIAGE SYNDROME




Paradigmas dominantes definem a forma como vemos e reagimos às inovações
Quando revisitamos nossos paradigmas, o potencial das inovações não tem limite!
Como estamos?
 • Worldwide IT spending = U$3.7 trilhões (Crescimento de 7.1%)
       –   De acordo com a revisão de Junho do Gartner
       –   U$ 300 bilhões a mais que a previsão inicial

 • Crescimento alavancando em software and IT services
       –   Crescimento e adoção de Cloud Computing
       –   IT services vão crescer mais que 2x, atingindo $846 bilhões
       –   Software spending crescerá 9.5% para U$268 bilhões

 • Cloud computing services como foco de investimento em alguns
   mercados, crescendo mais de 28%


                                                                                     Public Cloud Spending
                                                                         $200.00
"At about $10 billion, software as a service already                     $180.00
accounts for 10% of enterprise applications software                     $160.00
spending, and by 2015 this share is expected to                          $140.00
increase to close to 15% and to exceed $20 billion in                    $120.00
                                                                         $100.00
annual spending"
                                                                          $80.00
        Richard Gordon, research vice president at Gartner                $60.00
                                                                                   2010   2011   2012   2013   2014   2015
Como estamos?
•   Private cloud plans will mature, dominating the enterprise infrastructure
    software agenda in 2011
     – Cost, business, and performance benefits promised by private cloud architectures
•   Cloud and the economic impact of new subscription models will reshape the
    software channel model for vendors and their partners
     – retention and recurring business
     – Since the cost of the cloud solution is perceived to be lower, large discounts are less necessary
       to the initial sale
     – Over time, it is less expensive to keep an existing and satisfied customer
•   Cloud computing will continue to reshape the IT landscape over the next five years
•   Public IT cloud services Spendings expands at 27.6% CAGR
•   Cloud services are a critical component in a much larger transformation that IDC
    expects will drive IT industry growth for the next 25 years
•   In 2015, public cloud services will account for 46 percent of net new growth in
    overall IT spending in five key product categories – applications, application
    development and deployment, systems infrastructure software, basic storage, and
    servers, according to the report.
E a Microsoft?
                                      100
             +1bi
            Consumidores
                                       Centros
                                         de             700mil
                                      Inovação              Parceiros


+70mil                          30 mil
 Funcionários                   Startups         +100
                +5mil                             Países
                                                    e
                                                 Governos
                Universidades
                 Públicas e
                  Privadas
É uma longa história na nuvem!
         Serviços na nuvem para consumidores




*Pending Regulatory Approval
O que é o melhor para cada cliente?
                       On Premise                   Private Cloud                  Public Cloud
                      Customer Datacenter      Customer or Partner Datacenter     Microsoft Datacenter

Business
Applications


Business
Productivity


Application
Platform


Core
Infrastructure


                   Common Technologies: Identity - Virtualization - Management - Development Tools

Interoperability
                                                                           Ruby

   Mesmas tecnologias… Escolha do cliente baseada em suas necessidades na linha do tempo…
    Novas funcionalidades em uma plataforma familiar, apoiada por um grande eco-sistema
Fechamento – Modelo de Negócios
• Cloud Vendors caminhando na mesma direção
  – Cobrança por Computing Hours
  – Free Data Transfer Inbound
  – Etc…
• Cloud Vendors e canal definindo modelo
• (Ainda estamos no) Momento de
  Evangelização e mudança de paradigma
Energia Elétrica também viveu
        desafios de modelo de negócio




Source: Nicholas Carr presentation - The Big Switch
Richard D. Chaves
                                     rchaves@microsoft.com
                                     Novas Tecnologias | Microsoft Brasil
                                        @richardchaves




Modelo de Negócios e seus Desafios
Cloud Computing


                                                                 rchaves | 2011
Fontes e Referências
•   Microsoft
•   Gartner
•   IDC
•   Reportagens e Artigos
    http://www.eweek.com/c/a/Midmarket/IT-Cloud-Services-Spending-to-Reach-729-Billion-in-2015-IDC-Report-547901
    http://www.infoworld.com/d/the-industry-standard/gartner-upgrades-worldwide-it-spending-forecast-775
    http://www.computing.co.uk/ctg/news/2118026/economic-worries-cloud-spending-priorities
Providing mail, collaboration, meeting and
communication for stores via the cloud
Secure way to share between stores and corporate
Quick deployment without adding complexity to IT
Required a centralized platform for internal
promotion of company initiatives
And needed a way to replace a phone ordering
system with a hosted Web application
Uses both Microsoft Online and Windows
Azure

“This has been one of the best IT partner projects CCE has experienced, and we have the
added value of a longer IT roadmap with Microsoft than if CCE had built the solution on
premises.”
                                          Kevin Flowers, Director of Enabling Technologies, CCE
“We have chosen Microsoft Online Services because it promises to deliver a simple
intuitive Information Workplace that should not only bring value to the company
through simplification, but provide an improved user experience and ultimately create a
more productive GSK.”

                                                 Bill Louv, Chief Information Officer, GlaxoSmithKline
“Our first estimates show that we can reduce our TCO by a factor of 10. The software distribution
system we built with Windows Azure is 10 times cheaper than our previous solution.”
                              Elmar Stoecker, Director Portfolio Management, Siemens IT Solutions and Services

Desafios com Modelos de Negócio para Cloud Computing

  • 1.
    Richard D. Chaves [email protected] Novas Tecnologias | Microsoft Brasil @richardchaves Modelo de Negócios e seus Desafios Cloud Computing rchaves | 2011
  • 2.
    Agenda • Contexto • Benefícios e Desafios • Cenário Atual • A abordagem Microsoft
  • 3.
    3 Gerações daComputação
  • 4.
    Modelo Econômico ede Negócios
  • 5.
    Benefícios de Cloud •Reduz a barreira que mantém negócios afastados das necessidades de mercado • Possibilita cenários impensáveis • Reduz complexidade e aumenta agilidade • Mais opções de solução
  • 6.
    Benefícios de Cloud Economia de Escala SMB: >25x public cloud benefit Enterprise: ~10x public cloud benefit Public cloud steady state pricing Source: Microsoft
  • 7.
    Oportunidades Pessoas Organizações Parceiros
  • 8.
  • 9.
    Exemplos de DesafiosComuns Governo Organizações Parceiros Soberania sobre informação Papel de TI/ Papel do CIO Modelo de Negócios Modelo de Contratação - Lei 8666 Percepção sobre (falta de) Segurança & Data Governance Novo paradigma de controle, design, gestão, contratação
  • 10.
  • 11.
    Paradigmas dominantes definema forma como vemos e reagimos às inovações
  • 12.
    HORSELESS CARRIAGE SYNDROME Paradigmasdominantes definem a forma como vemos e reagimos às inovações
  • 13.
    Quando revisitamos nossosparadigmas, o potencial das inovações não tem limite!
  • 14.
    Como estamos? •Worldwide IT spending = U$3.7 trilhões (Crescimento de 7.1%) – De acordo com a revisão de Junho do Gartner – U$ 300 bilhões a mais que a previsão inicial • Crescimento alavancando em software and IT services – Crescimento e adoção de Cloud Computing – IT services vão crescer mais que 2x, atingindo $846 bilhões – Software spending crescerá 9.5% para U$268 bilhões • Cloud computing services como foco de investimento em alguns mercados, crescendo mais de 28% Public Cloud Spending $200.00 "At about $10 billion, software as a service already $180.00 accounts for 10% of enterprise applications software $160.00 spending, and by 2015 this share is expected to $140.00 increase to close to 15% and to exceed $20 billion in $120.00 $100.00 annual spending" $80.00 Richard Gordon, research vice president at Gartner $60.00 2010 2011 2012 2013 2014 2015
  • 15.
    Como estamos? • Private cloud plans will mature, dominating the enterprise infrastructure software agenda in 2011 – Cost, business, and performance benefits promised by private cloud architectures • Cloud and the economic impact of new subscription models will reshape the software channel model for vendors and their partners – retention and recurring business – Since the cost of the cloud solution is perceived to be lower, large discounts are less necessary to the initial sale – Over time, it is less expensive to keep an existing and satisfied customer • Cloud computing will continue to reshape the IT landscape over the next five years • Public IT cloud services Spendings expands at 27.6% CAGR • Cloud services are a critical component in a much larger transformation that IDC expects will drive IT industry growth for the next 25 years • In 2015, public cloud services will account for 46 percent of net new growth in overall IT spending in five key product categories – applications, application development and deployment, systems infrastructure software, basic storage, and servers, according to the report.
  • 16.
    E a Microsoft? 100 +1bi Consumidores Centros de 700mil Inovação Parceiros +70mil 30 mil Funcionários Startups +100 +5mil Países e Governos Universidades Públicas e Privadas
  • 17.
    É uma longahistória na nuvem! Serviços na nuvem para consumidores *Pending Regulatory Approval
  • 18.
    O que éo melhor para cada cliente? On Premise Private Cloud Public Cloud Customer Datacenter Customer or Partner Datacenter Microsoft Datacenter Business Applications Business Productivity Application Platform Core Infrastructure Common Technologies: Identity - Virtualization - Management - Development Tools Interoperability Ruby Mesmas tecnologias… Escolha do cliente baseada em suas necessidades na linha do tempo… Novas funcionalidades em uma plataforma familiar, apoiada por um grande eco-sistema
  • 19.
    Fechamento – Modelode Negócios • Cloud Vendors caminhando na mesma direção – Cobrança por Computing Hours – Free Data Transfer Inbound – Etc… • Cloud Vendors e canal definindo modelo • (Ainda estamos no) Momento de Evangelização e mudança de paradigma
  • 20.
    Energia Elétrica tambémviveu desafios de modelo de negócio Source: Nicholas Carr presentation - The Big Switch
  • 21.
    Richard D. Chaves [email protected] Novas Tecnologias | Microsoft Brasil @richardchaves Modelo de Negócios e seus Desafios Cloud Computing rchaves | 2011
  • 22.
    Fontes e Referências • Microsoft • Gartner • IDC • Reportagens e Artigos http://www.eweek.com/c/a/Midmarket/IT-Cloud-Services-Spending-to-Reach-729-Billion-in-2015-IDC-Report-547901 http://www.infoworld.com/d/the-industry-standard/gartner-upgrades-worldwide-it-spending-forecast-775 http://www.computing.co.uk/ctg/news/2118026/economic-worries-cloud-spending-priorities
  • 23.
    Providing mail, collaboration,meeting and communication for stores via the cloud Secure way to share between stores and corporate Quick deployment without adding complexity to IT
  • 24.
    Required a centralizedplatform for internal promotion of company initiatives And needed a way to replace a phone ordering system with a hosted Web application Uses both Microsoft Online and Windows Azure “This has been one of the best IT partner projects CCE has experienced, and we have the added value of a longer IT roadmap with Microsoft than if CCE had built the solution on premises.” Kevin Flowers, Director of Enabling Technologies, CCE
  • 25.
    “We have chosenMicrosoft Online Services because it promises to deliver a simple intuitive Information Workplace that should not only bring value to the company through simplification, but provide an improved user experience and ultimately create a more productive GSK.” Bill Louv, Chief Information Officer, GlaxoSmithKline
  • 26.
    “Our first estimatesshow that we can reduce our TCO by a factor of 10. The software distribution system we built with Windows Azure is 10 times cheaper than our previous solution.” Elmar Stoecker, Director Portfolio Management, Siemens IT Solutions and Services