Copyright © 2015 Chappell & Associates
In enterprise IT in the last dozen years
Salesforce.com IPO, 2004
Showed that Software as
a Service (SaaS) works
Launch of Amazon Web Services, 2006
Introduced public cloud
platforms
Release of Apple iPhone, 2007
The birth of mobile platforms
The traditional world
The new default
This isn’t the post-
PC era, but it is
the PC+ era
Cloud platforms
are the new
foundation for
competitive
advantage
On-premises
packaged applications
are becoming SaaS
applications
A simple summary
Compute
Run new applications
Might run existing packaged
and custom applications
Data
Store and access
information
Analyze information
Everything else
Identity, machine learning,
VPNs, media services,
integration, …
This category keeps on growing
Compute services
Platform as a Service
(PaaS)
VM VM
Application
Infrastructure as a Service
(IaaS)
VM
VM Images
VM
Create and use virtual machines
Provide applications
An aside
IaaS PaaS
Support disaster recovery Yes No
YesRun on-premises packaged
or custom applications No
Run a standard
DBMS, e.g., SQL ServerYes No
Yes MaybeRun existing websites
Provide VMs for dev/test Yes No
Support new
cloud-native appsYes Yes
Many think
PaaS is much
better for this
Data services
Blobs
10001101001111011
111011010001101001111011
111011010001101001111
0111110110
Relational NoSQL
Can also run a relational or
NoSQL DBMS in IaaS VMs
Also called
object storage
Others
Identity
SaaS and On-Premises
Applications
Directory
Service
Lots More
. . .
Machine Learning
Machine
Learning
AlgorithmsData
ModelApplication
Example vendors and technologies
Compute
IaaS PaaS
Others
Identity
Machine
Learning
Data
Relational NoSQLBlobs
Microsoft
Azure
Amazon
Web Services
OpenStack
Cloud Platform
Salesforce.com
Force.com
October 2012
What?Microsoft and
Google don’t
yet offer IaaS
AWS is out
in front
August 2013
Microsoft began
offering IaaS two
months earlier
AWS is
further out
in frontGoogle doesn’t
yet offer IaaS
The most visible
OpenStack
supporters
IBM is in real
trouble
May 2014
But it’s a two-
horse race
Look where
the other big
enterprise
vendors are
Google has
finally entered
the market
AWS is still
in front
May 2015
Microsoft has
closed the gap a bit
Google has
moved up someHP is
gone
AWS still
leads
IBM’s position has gotten worse
Microsoft
Microsoft
Azure
Amazon
Web Services
OpenStack
Compute Data Others
Cloud Platform
Virtual Machines
App Service, Cloud
Services, …Blobs
SQL Database
DocumentDB, Tables, …
Azure Active Directory
Azure ML
IaaS PaaS Relational NoSQL IdentityMachine
LearningBlobs
Salesforce.com
Force.com
Single sign-on for SaaS applications
EN
TER
PR
ISE
MIC
RO
SO
FT A
ZU
RE
2 Login
IT Admin
Windows Server
Active Directory
User
1 Configure link
Azure
Active Directory
OTH
ER
EN
VIR
ON
MEN
T
SaaS
Application
SaaS
Application
3Access on-premises
and SaaS applications
On-Premises
Application
Including Google Apps,
Salesforce, and lots more
June 2015
A small company
running on AWS
Lots of other
companies offer
IDaaS
Azure AD released
in May 2014
Amazon and
Google don’t
offer IDaaS
Chosen
Model
Deploy
chosen
model
Candidate
Model
Apply
learning
algorithm
to data
Prepared
Data
Apply pre-
processing
to data
Raw
Data
Raw
Data
Preprocessing
Modules
Machine
Learning
Algorithms
Data
Preprocessing
Modules
Applications
ML Studio
An assessment
Microsoft was slow in offering IaaS
Although it’s recovering
quickly from that delay
Microsoft has strong customer relationships
IT leaders commonly
place a high value on
these
Microsoft is already in
most accounts
Microsoft emphasizes hybrid clouds
Given Microsoft’s large on-
premises installed base, this
isn’t surprising
Amazon
Microsoft
Azure
Amazon
Web Services
OpenStack
Cloud Platform
Elastic Compute
Cloud (EC2)
Virtual Machines
Elastic Beanstalk
App Service, Cloud
Services, …
Simple Storage
Service (S3)
Blobs
Relational Database
Service (RDS)
SQL Database
DynamoDB, …
DocumentDB, Tables, …
Azure Active Directory
Amazon ML
Azure ML
IaaS PaaS Relational NoSQL IdentityBlobs
Salesforce.com
Force.com
Compute Data Others
Machine
Learning
An assessment
AWS is a startup that got it right immediately
Their first offerings were
IaaS and blobs
These are still the two
most widely used cloud
platform technologies
Amazon is viewed as a leader in this market
They were the first mover
in public cloud platforms
AWS is focused on the public cloud
Amazon has called private
cloud “false cloud”
Prediction API
Microsoft
Azure
Amazon
Web Services
OpenStack
Cloud Platform
Elastic Compute
Cloud (EC2)
Virtual Machines
Compute Engine
Elastic Beanstalk
App Service, Cloud
Services, …
App Engine
Simple Storage
Service (S3)
Blobs
Cloud Storage
Relational Database
Service (RDS)
SQL Database
Cloud SQL
DynamoDB, …
Cloud Datastore, …
Azure Active Directory
Amazon ML
Azure ML
IaaS PaaS Relational NoSQL IdentityBlobs
Salesforce.com
Force.com
Compute Data Others
Machine
Learning
DocumentDB, Tables, …
An assessment
Google began with App Engine
Like Microsoft, Google
initially bet that the
market wanted PaaS
Their IaaS offering is
relatively new
Google appears serious about cloud platforms (finally)
They’ve announced
support for Windows
Server in Compute Engine
Initially for Windows
Server 2008 R2; now
includes Windows Server
2012 R2
Expect them to be a price leader
They’ve said that cloud platform
prices should follow Moore’s
Law
They’ve innovated with pricing,
e.g., reservation-like pricing
once consumption hits a certain
amount
Prediction API
OpenStack
Microsoft
Azure
Amazon
Web Services
OpenStack
Cloud Platform
Elastic Compute
Cloud (EC2)
Virtual Machines
Compute
Compute Engine
Elastic Beanstalk
App Service, Cloud
Services, …
App Engine
Simple Storage
Service (S3)
Blobs
Object Storage
Cloud Storage
Relational Database
Service (RDS)
SQL Database
Database
Cloud SQL
DynamoDB, …
Cloud Datastore, …
Azure Active Directory
Amazon ML
Azure ML
IaaS PaaS Relational NoSQL IdentityBlobs
Salesforce.com
Force.com
Compute Data Others
Machine
Learning
DocumentDB, Tables, …
An assessment
It’s an open source project, but not really standard
Users love standards, so
vendors claim to follow
them
But they also add
proprietary extensions
Some firms offer public IaaS based on OpenStack
OpenStack gets more press
attention than it deserves
At most, one or two vendors will dominate OpenStack
And it’s unclear who they’ll be
- HP’s Helion public cloud
hasn’t gotten much traction
- Rackspace has left the pure
IaaS market
Cloud Software
IaaS
Blobs
VMsVMsVMs
An aside
IaaS: Start VM, Stop VM, …
Blobs: Get blob, put blob, …Tools and
Applications
Tools and
Applications
Tools and
Applications
Prediction API
Salesforce
Microsoft
Azure
Amazon
Web Services
OpenStack
Cloud Platform
Elastic Compute
Cloud (EC2)
Virtual Machines
Compute
Compute Engine
Elastic Beanstalk
App Service, Cloud
Services, …
App Engine
Simple Storage
Service (S3)
Blobs
Object Storage
Cloud Storage
Relational Database
Service (RDS)
SQL Database
Database
Cloud SQL
DynamoDB, …
Cloud Datastore, …
Azure Active Directory
Amazon ML
Azure ML
IaaS PaaS Relational NoSQL IdentityBlobs
Salesforce.com
Force.comForce.com
ApplicationsForce.com Database
Salesforce Identity
Compute Data Others
Machine
Learning
DocumentDB, Tables, …
An assessment
Force.com is typically sold as an adjunct to Salesforce CRM
It’s PaaS, so it’s intended
for new custom apps
Since your customer data
is in the Salesforce cloud,
why not build your apps
there, too?
Force.com is aimed at enterprise developers
Some apps can be built solely
with point-and-click tools
Developers can also use Apex,
a Salesforce language
Customer lock-in to Force.com is total
The platform, language, and
tools are all proprietary
There’s no lock-in like cloud
lock-in
Microsoft Dynamics CRM includes
xRM, a similar PaaS platform
March 2015
But it’s a two-
horse race
Released before
Azure, yet still a
challenger
In front because
this MQ is focused
on enterprise
applications
The rest of the
PaaS market is a
crowded mess
An assessment
IBM began with various half-hearted cloud initiatives
None seemed serious
None got much traction
with customers
IBM bought SoftLayer for $2 billion in mid-2013
SoftLayer was half hoster,
half cloud provider
IBM highlights SoftLayer’s
ability to provide both
VMs and physical servers
IBM announced a plan to spend $1.2 billion on cloud
But it’s spread across many
datacenters
Microsoft spends this to build a
single datacenter
“I think we’ve entered cloud at a perfect time.”
- Michael Rhodin, IBM Senior VP, Spring 2014
IBM’s overall revenue has
been steadily declining
An assessment
Initially encouraged hostersto offer IaaS with vCloud
Hosters didn’t much like this
Uptake was limited
Currently offer vCloud Air themselves
It provides IaaS based on
vSphere in VMware
datacenters
vCloud Air isn’t a complete public cloud platform
It’s mostly VMs
Customers can also buy some
Google Cloud Platform services
through vCloud Air, e.g., blobs
Formerly called vCloud
Hybrid Service
July 2014
So is Azure
Google is a
ways behind
AWS is in
the Leaders
Quadrant
The traditional
enterprise
vendors
IDaaSIaaS PaaS Storage
Microsoft
A summary
IBM
VMware
HP
Microsoft
Amazon
Salesforce.com
A more detailed look
SaaS Applications
Custom
Applications
Public Cloud Platform
IaaS
. . .
PaaS
Blobs
Relational
NoSQL
Identity
ML
Clients
PCs/Laptops
Tablets
Phones
Collaboration
CRM . . .
Productivity
Microsoft
Windows 8
Windows 8
Windows Phone 8
. . .
VirtualMachines
App Service,Cloud Services
Blobs
Tables, DocumentDB
AzureAD
MachineLearning
SQL Database
Office Online
Exchange Online
Dynamics
CRM . . .
SharePoint OnlineSaaS
Applications
Custom
Applications
Microsoft Azure
Clients
Amazon
PCs/Laptops
Kindle Fire
Fire Phone
. . .
EC2
ElasticBeanstalk
S3
DynamoDB
Identity
MachineLearning
RDS
Collaboration
Workmail
CRM . . .
Productivity
SaaS Applications
Custom
Applications
Amazon Web Services
Clients
. . .
ComputeEngine
App Engine
CloudStorage
CloudDatastore
PredictionAPI
CloudSQL
IdentitySaaS
Applications
Custom
Applications
Google Cloud Platform
Clients
Google Docs
Gmail
CRM . . .
Collaboration
Chrome
Android
Android
OpenStack
PCs/Laptops
Tablets
Phones
PaaS
NoSQL
Identity
ML
Compute
Object Storage
. . .Database
SaaS Applications
Custom
Applications
OpenStack
Clients
Collaboration
CRM . . .
Productivity
Salesforce.com
App Logic
Database
Identity
. . .Relational
ML
IaaS
Blobs
SaaS Applications
Custom
Applications
Force.com
Clients
Collaboration
CRM . . .
Productivity
PCs/Laptops
Tablets
Phones
IBM
. . .Relational
Identity
ML
VirtualServers
Bluemix
ObjectStorage
Cloudant
SaaS Applications
Custom
Applications
SoftLayer
Clients
Collaboration
CRM . . .
Productivity
PCs/Laptops
Tablets
Phones
IBM is partnering
with Apple here
VMware
. . .
PaaS
Blobs
Relational
NoSQL
Identity
ML
IaaS
SaaS Applications
Custom
Applications
vCloud Air
Clients
Collaboration
CRM . . .
Productivity
PCs/Laptops
Tablets
Phones
David Chappell is Principal of Chappell & Associates
(www.davidchappell.com) in San Francisco, California. Through his
speaking, writing, and consulting, he helps people around the world
understand, use, and make better decisions about new technology.
David has been the keynote speaker for more than a hundred events
and conferences on five continents, and his seminars have been
attended by tens of thousands of IT leaders, architects, and developers
in fifty countries. His books have been published in a dozen languages
and used regularly in courses at MIT, ETH Zurich, and other universities.
In his consulting practice, he has helped clients such as Hewlett-Packard,
IBM, Microsoft, Stanford University, and Target Corporation adopt new
technologies, market new products, and educate their customers and
staff.