ibm future of retail and consumer products 2013

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Business is People IBM Future of Retail & Consumer Products 2013 2I Intelligent Integrated 4S Blueprint Solutions, Software, Systems and Services Friedel Jonker IBM Software Client Leader Retailing for today´s Smarter Consumers IBM Software Client Leader Retail & Consumer Products IBM Frankfurt, Barcelona, Geneva Version 1.1, 2013/03/01 The 7 Cs of IBM Social Business & more Development Creativity, Competence, Contacts, Communication, Connections, Collaboration and Change

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Page 1: Ibm future of retail and consumer products 2013

Business is People ☺

IBM Future of Retail & Consumer Products 20132I Intelligent Integrated 4S BlueprintSolutions, Software, Systems and Services

Friedel JonkerIBM Software Client Leader

Retailing for today ´s Smarter Consumers

IBM Software Client LeaderRetail & Consumer ProductsIBM Frankfurt, Barcelona, Geneva Version 1.1, 2013/03/01

The 7 Cs of IBM Social Business & more DevelopmentCreativity, Competence, Contacts, Communication, Connections, Collaboration and Change

Page 2: Ibm future of retail and consumer products 2013

2

IBM Software Group, Friedel Jonker, SCL R&CPCareer History and Education2008- today IBM, SCL Retail & CP, Germany, Business

Development Manager IBM & SugarCRM, SCL Travel & Transport, Business Development Manager Analytics & PM, Managing Consultant CRM & BI

1994- 2008 Deutsche Leasing AG, S-Finance Group, Germany, CRM & BI Business and Program Director

1990- 1994 Citicorp-Citibank AG, Germany, European Manager Marketing Database VISA

1989- 1990 Ogilvy & Mather Dataconsult, Germany, Consultant

� German, English (fluent).

� CRM, BI/LI Strategy Leader IBM GBS Germany.

� Winner of the Sales Excellence Award 2005 from the University of St. Gallen and Handelsblatt.

� Broad experience in Planning and Implementing value based CRM & BI/LI Strategy, Processes, Architecture and Systems.

� Member of the MIT, Member of the Sales Executive Councile and member of Marketing Alumni, University of Münster, Germany

Languages and Profile

1989- 1990 Ogilvy & Mather Dataconsult, Germany, Consultant Database Marketing

1988- 1989 Infas, Germany, LOCAL-Direct Project manager for SRPM with Location Intelligence (LI)

1982- 1988 University of Münster, Master of Business Management in Marketing & Statistics

Page 3: Ibm future of retail and consumer products 2013

Database Marketing (1994-2000)

• Neue Informationsqualität für das VISA Kartenmanage ment der Citicorp, in: Oracle Finanzwelt, 1994

• Database Marketing bei der Deutschen Leasing AG, in: Jahrbuch 2000, Deutscher Direktmarketing Verband e .V.

CRM (2001-2007)

• Von Database Marketing zum CRM, in: Computerwoche, 1 9/2001

• Customer Relationship Management, Bericht über das Deutsche Leasing CRM-Projekt, in: GoAhead 9/2001, CS C- Ploenzke

• CRM – die nächste Generation, Interview mit Friedel Jonker, in: Computerwoche, 33/2002

• Mit intelligentem Database Marketing und CRM zu übe rdurchschnittlichem Markterfolg, in: Cognos- Kundenma gazin

• Case Study Präsentation C3M-Eagle, marcusevans, FoCus Gipfel CRM, Montreux, 19.-21. Januar 2003

• Erfolgreiches Customer Relationship Management bei de r Deutschen Leasing AG, Nordakademie, Elmshorn, e-thi nk-tank, Februar 2003

• Konflikte zwischen Vertrieb und Vertrag lösen, in: P raxismagazin für Marktkommunikation der Sparkassen- Finanzgruppe, 2004, 11. Jahrgang, Nr. 5, S 38 ff

• CRM und Sales -2 Seiten einer erfolgreichen Verbind ung, im Beratungsbrief von http://www.vertriebs-experts.de , 23.03.2005

• Deutsche Leasing Gruppe: Mit Siebel/Oracle CRM-Syste m das Neugeschäft jährlich um durchschnittlich 12 Proz ent gesteigert, in: Oracle Customer Snapshot Juli 2006

• CRM als strategisches Element der wertorientierte U nternehmensführung der Deutschen Leasing AG -7P Pro gramm für erfolgreiche CRM-Programme –Position_Path_Portfolio_Program_People_Progress_Per formance, marcusevans, FoCus Gipfel CRM, Montreux, 14.-16. Februar 2007

References –Literature and Presentations 1994-2012

Position_Path_Portfolio_Program_People_Progress_Per formance, marcusevans, FoCus Gipfel CRM, Montreux, 14.-16. Februar 2007

• Case Study CRM bei der DL, in Kundenmanagement –Gru ndlagen-Strategien-Beispiele von Manfred Krafft, Mä rz 2007

Multichannel Customer Management (2008-2010)

• Vom Callcenter zum Intelligent Multichannel Custom er Management Center, IBM Callcenter Circle, Hambur g HASPA, Mai 2008

• Business Intelligence und Performance Management in der Finanzverwaltung, IT & Business Messe Stuttgar t, October 2009

http://fjonker.wordpress.com/2009/10/12/it-business -cio-des-bundes-bei-ibm-cognos/ , Staatssekretär Dr. Hans Bernhard Beus, CIO des Bu ndes

• Neue Technologien schaffen eine Demokratisierung de r Information, Initiative Mittelstand http://www.imittelstand.de/themen/topthema_100288.h tml , 16.11.2009

Integrated Realtime Corporate Management (2010-2011 )

• Integrierte Echtzeit Unternehmenssteuerung (IEU), I BM Partner Channel Kick Off Berlin, Januar 2010, Sa lesforce.com Cloudforce2 Frankfurt, März 2010, Teradata Enterprise Intelligence Summit Berlin, Apr il 2010, IBM Partner University-Frankfurt, April 20 10, Bechtle Partner Präsentation Mannheim, Juni 201 0, FuM Partner Präsentation Stuttgart, Juli 2010

• Integrated Realtime Corporate Management (IRCM), IB M Europe & Asia IT Architects University Stuttgart, April 2010

• Integrierte Echtzeit Unternehmenssteuerung –IBM Syn ergy Play, SAP-DSAG Nürnberg, September 2010, IBM I SV Technical Executive Forum Ehningen, Oktober 2010, Institut für BI Stuttgart, Dezember 2 010

Social Business, Social CRM and Cloud (2011-YYYY)

• Die Rolle von Analytics für Social Software Busines s, IBM Social Business JamCamp, Frankfurt, October 2011

• SUGARCRM on IBM Social Business Overview @CeBIT 201 2, Hannover, März 2012, IBM Partner Event, Kaprun, März 2012

• Social Collaboration and Social CRM in the Secure C loud today, bwcon: Dialog @IBM 2012, Ehningen, Apri l 2012

• IBM Future of Retail & Consumer Products 2012, Fra nkfurt, September 2012

Page 4: Ibm future of retail and consumer products 2013

Friedel JonkerDipl.-KaufmannSoftware Client LeaderRetail & CPIBM Software Group

Wilhelm-Fay-Strasse 30-34D-65936 Frankfurt

Phone (+49)-69-6645-1227Fax (+49)-69-6645-5640Mobile (+49)[email protected]@de.ibm.com

More information from IBM and me. Look at Xing, Linkedin, Youtube, Twitter, Scribd, Slideshare, Lotus Greenhouse and Pinterest.

http://pinterest.com/fjonker/

Join my Networks as Philip Kotler (North.West.Uni), Manfred Krafft (WWU Münster), Thomas H. Davenport (Babson College), Peter Weill (MIT), Jeanne W. Ross (MIT), Andrea Back (St. Gallen), Jon Katzenbach (Booz), Genie Z. Laborde (I.D.E.A.), Daniel Pink, Ross Dawson (AHT) Charles Savage (KEE), Soumitra Dutta (INSEAD)Chuck House (Stanford Uni.), Thomas Hutzschenreuter (WHU), Gunter Dueck (IBM), David Croslin and other leading Thinkers and Practitioners have already done it.

Business is People ☺

Selection of Companies on my Networks:

3M, Amadeus, Ameriprise, Booz & Company, Citigroup,

Daimler, Deutsche Bank, Deutsche Telekom,

Deloitte & Touchee, Ernst & Young, IBM, Lufthansa,

McKinsey, Nestle, Nokia, O2, REWE, Samsung, Sears, Siemens, Swisscard, Thomas Cook, TUI, Vodafone, Volkswagen and more.

Page 5: Ibm future of retail and consumer products 2013

“The Future willlook like the way

we are creating we are creating IT.”

Page 6: Ibm future of retail and consumer products 2013

Today’s Smarter Consumer sees one brand, not multiple channels and want a seamless, consistent satisfying customer me experience

Know me

Value me

Inform me

Serve me

Secure me

Page 7: Ibm future of retail and consumer products 2013

IBMs Solution, Systems and Services for todays and future Smarter Consumers -General Roadmap

Where your company has to go ?

High profitable High speed to market !?

What IBM can do 4U ?

Take your time and What you want that IBM In which Phases do you speed to market !?

Digital Transformation !?

Lowering Costs !?

Take your time and follow our Digital

Transformation JourneyIn this presentation and

on Youtube 1)

What you want that IBM should do 4U ?

In which Phases do you want to achieve what

and how ?

http://www.youtube.com/playlist?list=PL5TYEH37Uz7ASLDKb1fWNpJlfia1nJECF

IBM Retail Digital Transformation Journey on Youtube:

Page 8: Ibm future of retail and consumer products 2013

The biggest challenge in Retail and CP today is what’s happening on the other side of the counter. Consumers are becoming Smarter!

Instrumented

Customer

Informed

Product Details

Deals

Pricing

Brand Preference

Interconnected

Intelligent

Product Availability

Product ComparisonsReviews

Product DetailsPricing

Empowered

Engaged

Influencing

Preference

Buying Decisions

Page 9: Ibm future of retail and consumer products 2013

Industry changes mean that Retailers must adapt to the changing consumer

Sell what customers want at their preferred point of

purchase

Know what price point will draw customers and increase profitability mix

Optimize inventory investment with minimal

stockouts

Ability to adapt new services and new ways

to sell based on how customers are buying

Drive maximum revenue and profitability through all channels

Deliver personalized promotions and optimized marketing spend

Page 10: Ibm future of retail and consumer products 2013

Retail and Consumer products companies must leverage data to adapt to the changing consumer and global marketplace

Gauge consumer sentiment and act

Accurately predict demand and consumer

Optimize inventory investment with minimal

stock-outs

Lean operations & create accurate forecasts

Operational GRC & Fraud

Know the consumer &

multichanneling

sentiment and act accordingly

demand and consumer behavior

Avoid supply chain disruptionsGain real-time production

visibility to drive cost-effective operations

Supply chain traceability and promotional spending analysis new requirements

Safety, quality, and efficacy of products

Complex R&D, patents, SIP, Trials & cost management

Page 11: Ibm future of retail and consumer products 2013

Investment in capabilities to fully develop Smarter Shopping competencies will drive economic value and benefit. Therefore you have to become aSmarter Social Business

$388M$80M

$131M$51M

$99M

21%21%Increase in profit from incremental revenue

Increased

Reduced marketing expense

9%

$388M in annual benefits by financial benefit type

Annual economic benefits by competencyIllustrative $25B soft-line Retailer*

Inte

grat

ed

Info

rmat

ion Potential

Economic Return

Pre

scrip

tive

Insi

ght

Pre

cisi

on

Mar

ketin

g

Rel

evan

t E

xper

ienc

e

Con

tinuo

us

Dia

logu

e$27M

40%Improved margins

Reduced inventory

Increased SG&Aefficiency

9%

*Source: IBM Center For Applied Insights. October 2011. The potential benefits above are modeled using publically and privately available data. These potential benefits reflect a relative result based on a specific set of data and assumptions. Therefore, potential benefits will vary by enterprise and are not guaranteed.

7% improvement in customer satisfaction

5% improvement in brand image

1% improvement in employee satisfaction

Page 12: Ibm future of retail and consumer products 2013

A Smarter Social Business is any company that has

integrated and operationalized social media within every

job function to generate and implement value driving Ideas

by smarter solutions, software, systems and services

The World The World

of Ideas

Those who will not go with the time, will go with the time !

Page 13: Ibm future of retail and consumer products 2013

Engaging

Transparent

A Smarter Social Business embraces networks of people to create business value and outperform competition

Transparent

Nimble

Page 14: Ibm future of retail and consumer products 2013

A Smarter Social Business needs an Office of Finance to managethe Digital Transformation of the Business together with IT

Multi-Scenario-Planung

Page 15: Ibm future of retail and consumer products 2013

Why to become a Smarter Social Business ?booz&co, IDC, McKinsey about „Retail and Web 2.0“

Page 16: Ibm future of retail and consumer products 2013

Why to become a Smarter Social Business ?KORN/FERRY and IBM about „The transformative CMO“

Page 17: Ibm future of retail and consumer products 2013

Digital Transformation Puzzle (Intelligent Integrat ed Architecture)

CRM BusinessIntelligence

Risk Management

...

Your Digital TransformationInitiatives

Page 18: Ibm future of retail and consumer products 2013

Enterprise Architecture

The Intelligent Integrated Architecture provides the “city plan” for business and IT “building blocks”

BusinessStrategy

InformationTechnology

Strategy

TechnologyAvailability

BusinessArchitecture

ITArchitecture

Ent

erpr

ise

wid

e fo

cus

Enterprise Architecture“the city plan”

Strategy

BusinessOpportunity

Component Business Model"slice, analyse and transform"

Business Administration

Corporate/LOB Strategy & Planning

Organization & Process Policies

Alliance Strategies

Human CapitalManagement

Legal & Regulatory

Financial Management

Capital Appropriation

Planning

FinancialPlanning &Forecasting

Risk Management

& Internal Audit

Treasury

Product/Process

Portfolio Strategy &Planning

Research &Development

Design Rules& Policies

ProgramManagement

ConfigurationManagement

Direct

Control

Production

ProductionStrategy

ProductionRules & Policies

Master ProductionPlanning

ProductionScheduling

Production

Architecture Architecture

� Processes� Information� People� Locations

� Users� Applications� Data� Technology

Business Operating Environmentand IT Infrastructure

Transition Plan

IT Solutions

Pro

ject

focu

sE

nter

pris

e w

ide

focu

s

System Architecture

“the infrastructure and single building design”

Planning

Design andDelivery

� functional aspects� operational aspects

Page 19: Ibm future of retail and consumer products 2013

Zeit/Integrationsgrad

isolated concentrated integratedharmonized

Intelligent Integrated Architecture Path to Business Value

StandardizedTechnology

OptimizedCore

BusinessModularity

BusinessSilos

Page 20: Ibm future of retail and consumer products 2013
Page 21: Ibm future of retail and consumer products 2013
Page 22: Ibm future of retail and consumer products 2013

Opportunities

Accounts

Contacts

Activities

CRM

Browser

IBM Intelligent Integrated ArchitectureSocialSocial

CollaborationCollaboration

IBM Intelligent Integrated Architecture for Retail & CP

MultichannelMultichannel

Notes Integration ���� Collaboration ���� Social Funct.

Accounts

Forecasts

Activities

Products

Mobile and Offline

Notes

Mobile

This Architecture Overview will be the final Future Status. Implementatons takes place in Phases

Retail Performance Retail Performance ManagementManagementEasy & IntegratedEasy & Integrated

SocialSocial

AnalyticsAnalytics

MultichannelMultichannel

ManagementManagement

Page 23: Ibm future of retail and consumer products 2013

IBM Intelligent Integrated Architecture with SAP

Universal E

nterprise Portal

SAP Component (ERP)

SAP Component (SCM)

SAP Component (BI/BW)

SAPXI/PI

End-to-E

nd Monitoring

SAP “Inner Ring”SAP “Inner Ring”Outer RingOuter Ring

SAPEnterprise

Portal

Web Services

Universal E

nterprise Portal

Other PackagedApplications

IBM Enterprise Service Bus

End M

onitoring

Data IntegrationETL tooling, etc

BusinessIntelligence

Master Data Mgmt.(Customer, Product)

B2BGateway

In-houseSystems

Cloud offerings LegacySystems

(No Adapter needed for web service enabled applications)Web Services

Enterprise or FederatedRegistry

Page 24: Ibm future of retail and consumer products 2013

IBM Solutions Synergy across IBM Software to Deliver Strategic Solutions

� Collaboration

Strategic Initiatives that Drive Synergy Requirements

Trusted Information• Trusted information

(data lineage, business glossary)

• Advanced analytics• Scalable information

platform

Collaboration• Collaborative capabilities• Dashboards Increase user

experience

ECM• Search & discovery• Content management• Governance

Performance Management� Collaboration

� Business Optimization

� Information Agenda

� Governance and Regulatory Compliance

� Standardization

Business Integration & SOA

• Business optimization• Operational BI (process

integration, rules engine)• BPM (business monitor,

engine)• Scalability

Security & System Management

• Enterprise security• Increase manageability

Development & Project Management Tools

• Increase developmentcommunity adoption

• Embedding BI• implify performance

testing

Performance Management• Business Intelligence• Financial Performance

Management

Page 25: Ibm future of retail and consumer products 2013

Intelligent Integrated Architecture LevelsBetter Results by Integrated Information Management

Customer & Product Profitability

Workforce Optimization

Dynamic Supply Chain Multi-Channel

Marketing

Financial Risk Insight

Business Intelligenceund Performance Manangement

4. Analysis, Planning and Use of trusted Data and Content

End-to-EndSolutions

Enterprise DataManagement

1. Management of Enterprise Data and Content

Information Integration, Warehousing und Master Data Mgmt.

3. Trusted Relatime Delivery of Data and Content

2. … and use in Business Processes

Enterprise ContentManagement

FileNet®

software

DB2®

software

Informix®

software

Page 26: Ibm future of retail and consumer products 2013

SmarterDecisions

BetterOutcomes

IBM Business Analytics –From trusted information to Better Outcomes

Trusted Information

Actionable Insights

Page 27: Ibm future of retail and consumer products 2013

IBM Retail Performance Management Blueprint (Business)

Page 28: Ibm future of retail and consumer products 2013
Page 29: Ibm future of retail and consumer products 2013

IBM Cognos Performance Management Platform Blueprint

Content

Model

Admin

Upgrade

IT Tools

Shared Dimensions

Personal Datasets

Presentation Service

EventService

Shared Set of Purpose-Built Services

Security Service

Cognos Bus – Dispatcher SOAP, XML

SchedulingService

Attachments,

Cognos Architecture

User Experience Universal CapabilitiesAccess and Interactivity Business Modeling

Common Business Model

Exploit existing infrastructure choices Integra ted & optimized with IBM infrastructure

Metadata

Content

Security

Services API

Plan & Report Saved Objects

QueryService

MovementService

Calculation Service

Streaming Service

Attachments, Annotations

Data Integration & Data Quality Tools

Platforms & Databases

Security Providers & Firewalls

Application & Web Servers

Architecture

Infrastructure Fit

Modern and Legacy Sources

Application Sources

OLAP Sources

Access to All Data

Message Sources

Relational Sources

Open Data Access

Initiatives, Metrics

System ContentMetadata, Events Search Index, Audit Logs, System Metrics

Optimized OLAP64-bit in-MemoryHigh PerformanceStreaming Cache

Page 30: Ibm future of retail and consumer products 2013

SAP NetWeaver ® Portal

SAP® Web Application Server

ITTools

Shared Set of Purpose-Built Services Business

Content

Common Business Model

Application & Web Servers

Casual UsersCustomers & Partners

Data AnalystData Modeler

ExecutivesBusiness Managers

Financial AnalystsProfessional Authors

Security Providers & Firewalls SAP NetWeaver Namespace

IBM Intelligent Integrated Cognos on SAP Blueprint

SAP NetWeaver ® Business Warehouse

Business Warehouse Accelerator

Modern and Legacy Sources

SAP ® Business Suite

SAP ® R/3 ®

IBM Cognos 10 Architecture

Services

Open Data Access

ServicesAPI

Content

Application Sources OLAP

Sources

Data Integration & Data Quality Tools

Platforms & Databases

Administrator

System ArchitectDeveloper

Message Sources

Relational Sources

SAP, SAP NetWeaver and SAP R/3 are registered trademarks of SAP AG in Germany and in several other countries.

Page 31: Ibm future of retail and consumer products 2013

IBM Cognos on SAP Customer Examples

Page 32: Ibm future of retail and consumer products 2013

Realtime Corporate Planning with IBM Cognos/TM1

Page 33: Ibm future of retail and consumer products 2013

IBM Cognos Retail Performance Management for IT

Page 34: Ibm future of retail and consumer products 2013

IBM Retail Performance Management for IT

Role-based dashboards

– Customizable/sharing common context

– Web 2.0/Mash-ups (IBM & 3rd

party)

– Launch in context views & automations.

– Realtime & Historical reporting across KPIs, event & peformance.

– Mobile Support

Service Maps

Service Tree

Urgent Services Service – Mobile Support

Distributed & Mainframe

– Visibility across both

– Manage from either

– SOA & Virtualization

– Supports IPv4 & v6

High Scalability/Availability

– Split UI & Engine

– Self-monitoring

– Failover

Services

Event Summary

Service Model

Mobile Access

Page 35: Ibm future of retail and consumer products 2013

Archi.

Enterprise Service Hub Service Registry& Repository

EnterpriseService Bus

Service Mgmt& Invocation

BusinessPartnerServicesRealCampaign Mgr

3rd PartyProducts/Svcs

CustomerRelationshipMgmt

RelationshipManagement

DecisionSupport

Marketing

CaseManagement

Banking& CreditOperations

LoanOrigination

CorporateBanking

RetailBanking

GeneralLedger

Credit Cards

Payments

BusinessMgmt

Resource

Fraud

Product

Risk

Debt

RegulatoryProcess Manager

Process Models

SalesProcesses

MarketingProcesses

ServiceProcesses

ComplianceProcesses

Business Processes

Data Integration/

Core Systems

ElectronicSignature

UtilitySystems

Enterprise Service Bus Service Registry& Repository

ExternalServices Gateway

Service Mgmt& Invocation

BusinessPartnerServicesRealCampaign Mgr

3rd PartyProducts/Svcs

CustomerRelationshipMgmt

RelationshipManagement

DecisionSupport

Marketing

CaseManagement

FinanceOperations

LoanOrigination

CorporateBanking

RetailBanking

GeneralLedger

Credit Cards

Payments

BusinessMgmt

Resource

Fraud

Product

Risk

Debt

RegulatoryProcess Manager

Process Models

SalesProcesses

MarketingProcesses

ServiceProcesses

ComplianceProcesses

Business Processes

Retail EnterpriseInformationSystems

Customer

FormsMgmt

Call Centers

Internet

ChannelsBranches

ATMs

RulesEngine

Pre

sent

atio

n / I

nter

actio

n S

ervi

ces

ThinClientE

nter

pris

e A

cces

s S

ervi

ces

WebSphere

Process Server

ICS Forms

WebSphere

Business Monitor

& Business Events

iLog

WebSphere ESB, MQ, Message Broker

WebSphere

Portal

tecture

MasterDataMgmt

Governance & Monitoring

3rd partyData

FicoCreditScores

DemographicData

CustomerInsight& Analytics

CustomerAnalytics

BusinessInsight

Search &DiscoveryAnalytics

Threat &FraudAnalytics

Data Integration/Information Services

InformationFoundation

UnstructuredData

Ban

king

Indu

stry

Mod

els

ContentMgmtSystems

DocumentMgmtSystems

Customer Account Product

BankingDataWarehouse

DataMarts

Rapid Development & Integration

Multi-ChannelIntegration

Security, Management & Governance

3rd partyData

FICOCreditScores

DemographicData

CustomerInsight& Analytics

CustomerAnalytics

BusinessInsight

Search &DiscoveryAnalytics

Threat &FraudAnalytics

ContentMgmtSystems

DocumentMgmtSystems

Rapid Development & Integration

Data Warehousing

Internet

Relationship Managers / Agents

Mobile Banking

Pre

sent

atio

n / I

nter

actio

n S

ervi

ces

RichClient

Ent

erpr

ise

Acc

ess

Ser

vice

s

Retail Data

Warehouse

FileNet

Information

Framework

Tivoli (ITM, TAM, …)

Modeler, WID, RSA, IDA, …

WMBTT (Build

Option)

Cognos, SPSS

EAS

WMBTT Server

DataStage

QualityStage

MDM

Server

Page 36: Ibm future of retail and consumer products 2013

IBM Rational Architecture Management Solutions

Product & Project ManagementBusiness Planning & Alignment Compliance & Security

Enterprise Architecture

Requirements Definition

Portfolio Management

Project Management

ProductManagement Security Business

PoliciesRegulatoryCompliance

Performance Management

IT BusinessTransformation

Enterprise Modernization

ManufacturedProducts

Jazz Platform

Engineering & Software Delivery Tools

Collaborative Lifecycle Management

DevelopmentTools

Testing Tools

Modeling Tools

Architecture Tools

Quality Management

Change& Release Management

ConfigurationManagement

Build Management

RequirementsManagement

Page 37: Ibm future of retail and consumer products 2013

POSKioskWeb Mobile Contact Center

Customer Touch Points

CustomerProfile

PrecisionMarketing

Promotions

Order Fulfillment

PurchaseHistory

Campaigns

WebSphere Commerce

Catalog Inventory

Bus

ines

s P

roce

ss

Customer New Business Billing Multi-Channel Cross- & Up- New Product

Existing Business Processes New Business Processes

WebSphere Commerce and InfoSphere MDM Integration Overview

MDM manages all master data domains – the complete profile and supplies needed data in context to consuming applications

MDM improves existing business processes with accurate and complete master data

MDM enables new business processes, or re-engineering existing ones, based on MDM functionality

1.

2.

3.

Bus

ines

s P

roce

ssA

pplic

atio

n

Account System CRM Billing

Customer Service

New Business Processing

Billing Multi-Channel Integration

Cross- & Up-sell

New Product Introduction

Manage: Multiple Data Domains

Act : MDM Functionality Makes Data Actionable

MDM Hub

Party

Location

Account

Asset

Product

Custom

Acquire : Onboard data from source systems

Page 38: Ibm future of retail and consumer products 2013

Information Integration and Governance (IIG) is the central component of a successful Information Supply Chain

Analyze

Integrate

Manage

Business Analytics Applications

Big Data Master

Data

Transactional& CollaborativeApplications

Content

Trusted � Relevant � Governed

Manage

External Information Sources

Cubes

Streams

Data

Content

Data

StreamingInformation

Govern

Quality

Security & Privacy

Lifecycle

Data Warehouses

Standards

Information Governance

Page 39: Ibm future of retail and consumer products 2013

IBM´s Trusted Realtime Information Management (TRIM) FrameworkCollapsing the time and reducing the costs from information to business value

Industry Models and Pre-Built Solution Assets

Business Strategy and Planning Services

Integrated IBM Partner Components

Expertise & Accelerators

Industry Frameworks

Banking Public SectorRetail Telco Etc…. Etc….

Planning, Budgeting & ForecastingIBM Cognos

Scorecarding & DashboardingReporting & Analysis

Unified Metadata Management

Understand Cleanse Transform DeliverIBM Information Server

Party, Product, Account

IBM InfoSphere MDM Server IBM InfoSphere Warehouse

Manage Analyze

Reliable Real-Time DeliveryTransactManageDefine

Unified Performance System Platform

Page 40: Ibm future of retail and consumer products 2013

Information Supply Chain

DataStageInformationRational Data Business

3. Profile data sources, mapping to business terms

4. Cleanse data sources,resolving problems foundby profiling.

1. Define business terms in glossary

2. Generate and deploy data model based on business terms

QualityStage

5. Transform data totarget data format, asdefined by data model

DevelopersSubject Matter Experts

DataAnalysts

Business Users

Architects DBAs

Metadata Server

DataStageInformationAnalyzer

Rational Data Architect

Information Services Framework

BusinessGlossary

Deployed application

QualityStage

Page 41: Ibm future of retail and consumer products 2013

AdministrationUI

DataStewardship

UI

ESB / MQ / EAI Broker

ClientApplications

Service Controller Parser

Constructor

Request Framework

Business Transaction Manager

Business Proxies

XMLCompositeTransactionHandler

Request Handler

Security

Web Services

MessagingAdapter

MDM Consumers

MDM Report Registry•Import•Export

Cognos BI Reporting

report designs

MDM Server Architecture – Cognos Integration

•SQL Queries against

MDM Component

Client Component

Significant Pluggable Component

UtilityComponents

Suspect ProcessingComponents

Data

OperationalStructures

History Data

HistoryStructures

Rule Data

MDM CoreAccountServices

AdminServices

ProductServices

Business Logic Components

Controller Components

CommonServices

PureQuery

PartyServices

CodeTables

MDM Sample

Generated Reports

Export to various file types (pdf, excel, powerpoint)

Third Party Component

•SQL Queries against database views via configured JNDI data source

Page 42: Ibm future of retail and consumer products 2013

Integration Example: Missing Data for June caused by Error in Input FileCOGNOS Data

Lineage Drill-DownMissing Data for June

in COGNOS ReportIBM MetadataWorkbench

Metadata WorkbenchData Lineage

DataStage Job:Only 1 row for June

Page 43: Ibm future of retail and consumer products 2013

PIM Addresses Core ChallengesKey Product Information Scattered Across The Organization

Creative and Copy

ProductProducer

Promotion Merchant

Authorize / Reject

Spreadsheets

DocsDirect from Suppliers

EmailseCommerce (website)

Print publishing

Order Mgmt System

Product Information Targets / Destinations

GDS Network

Marketing

Logistics

Category Managers

Vendor Managers

Regional Managers

Promotion Managers

Merchant

Finance

Enterprise Applications

Images

Product Data

New Item Form

Price Update

Images

Call centers

ERP

Retek

Suppliers / Vendors

Procurement

Analytical

GDS Network

Page 44: Ibm future of retail and consumer products 2013

PIM Provides A Single Source of Truth –Critical Info Aggregated From All Internal & External Sources

eCommerce (website)

Print publishing

Order Mgmt System

Product InformationTargets / Destinations

ProductManager

MarketingFinance Images

Internal Systems

Enterprise Applications

Databases

Internal Docs

Call centers

ERP

Retek

Supplier / Vendors

Procurement

Analystical

Product Information

External Resources

Spreadsheets

Emails

Direct from Suppliers

GDS Network

MDM Server for PIM

Authoring UI User & RoleSecurity

Workflow Authoring Processes

Flexible Data Model

Data Synchronization

Page 45: Ibm future of retail and consumer products 2013

� Product Information Management (PIM) market renamed in 2008 to Master Data Management of Product Data to recognize gradual convergence in MDM technology

� Gartner expectations:

– Through 2011, expect the market for MDM of Product Data software revenue (license and maintenance) to grow to $1B

– By 2011, IBM, Oracle and SAP will command

Gartner Estimates Significant Growth in MDM of Product DataMarket

– By 2011, IBM, Oracle and SAP will command more than 50% of PIM SW revenue

– No leader will emerge in the PIM market before 2009

� IBM: leading visionary for MDM of Product market

– Strong long-term, comprehensive MDM strategy

– Demonstrated success with customers across multiple indutries

– Depth of functionality to meet range of custome requirements

Source: Magic Quadrant for Master Data Management of Product Data, July 2008, Gartner, Inc.

Page 46: Ibm future of retail and consumer products 2013

Sample IBM Infosphere MDM Server for PIM Customers

Boulanger

InfoSphere MDM Server for PIM’s customer base includes the largest companies in its markets as well as market leading companies in new industries

Page 47: Ibm future of retail and consumer products 2013

NestleThe leading Global Consumer Products Company

http://www.nestle.co.uk/media/newsfeatures/nestle-empowers-consumers-with-new-digital-labelling-scheme-#.US3VIMXfyPM

Page 48: Ibm future of retail and consumer products 2013

LG Electronics One of the largest consumer electronics companies in the world with annual revenues exceeding $23B creates a single source of product information with IBM

� Reduce costs by reusing parts across Digital Appliance, Digital Display, Digital Media and Mobile Communication Divisions

� Optimize development/procurement process by eliminating duplicate part numbers

� Better manage parts and company-wide communication with a new unique parts-

Challenge

Benefits

• Improved the quality of its master data

• Expects cost savings through a reduction in thecommunication with a new unique parts-numbering and classification scheme

� IBM® InfoSphere™ MDM Server for PIM

� IBM Global Business Services

Solution

• Expects cost savings through a reduction in thenumber of collaboration errors betweenorganizations

• Expects increased productivity with its legacysystem

• Can now promptly produce clear businessanalysis

Page 49: Ibm future of retail and consumer products 2013

CarrefourThe leading European supermarket group synchronizes with suppliers

� Carrefour needed to solve problems in data quality and workflow that were limiting the firm’s ability to improve operational efficiency, revenue and customer service targets.

� Carrefour estimated that problems with data quality in their referential systems cost them 0.2%

Challenge

Benefits

� Enhanced the quality of the product to 0.4% of net sales, which represents approximately €280M.

Solution

� Enhanced the quality of the product information

� Decreased distribution costs: eliminated manual modification of 30% of product information, 80% of which is related to price and promotion

� Increased speed to market

� Built a foundation for future initiatives such as RFID/EPCIS

� Increased employee productivity

� IBM® InfoSphere™ MDM Server for PIM� IBM WebSphere Supplier Portal and global data

synchronization � IBM Global Business Services

Page 50: Ibm future of retail and consumer products 2013

Order Management Solution Architecture

Other Other ServicesServices

•• PaymentPayment

Other SystemsOther Systems

•• ERPERP

•• MerchandisingMerchandising

IBM Sterling Order ManagementCross-Channel Business Services: Customer, Order, Inv, Catalog, Pricing, Promotion, Configuration, Returns

Business Intelligence

IBM Websphere Commerce

� Catalog/Content� Web Ordering/Cart� Marketing

IBM/Sterling Call Center

� Task Based Call Center� Call Scripting� Call Center OMS

IBM/Sterling Store

� Store Based Order Processing� Save-the-sale� Endless Aisle

Selling Channels MobileKiosk

IBM POS

� Cash and Carry� Tendering� Loyalty

•• FraudFraud

•• TaxTax

•• AddressAddress

•• MerchandisingMerchandising

•• WMSWMS

•• OtherOther

Customer, Order, Inv, Catalog, Pricing, Promotion, Configuration, Returns Business Process Platform & Event ManagementMulti-Client / Multi-Tenant Data ModelService Oriented Architecture (SOA)

Fulfillment Network

Sterling Warehouse Management

Business Intelligence

Glo

bal V

isib

ility

3PL’sDrop Shippers

Brand 2Brand 2 Division Division 22Brand Brand 11 Division 1Division 1 AcquisitionAcquisition

Networked Locations

Sterling StoreOperations

Store Network

Page 51: Ibm future of retail and consumer products 2013

IBM & SAP Integrated Retail Ordermanagement Architecture

Page 52: Ibm future of retail and consumer products 2013

IBM ECM Architecture with Intelligent SAP Integration

CollectionCollection IBM FileNet Content Manager

AnwendungenAnwendungen

IBM Content Navigator EAI Archivierung

Intranet/Portal

OutlookExchange

Filenet Administration und Monitoring

SAP

Content Manager

Active ContentFile PlanMetadata

VersioningArchivingSecurity

Fultext-SearchEncryption

AuditfunctionLivecycle-Management

IBMContent Collector

- File - Mail- SAP

EE--mailmail

File SystemFile System

und Monitoring

Enterprise ManagerDeployment Manager

System Monitor

SAPSAP

Page 53: Ibm future of retail and consumer products 2013

Social Collaboration

Page 54: Ibm future of retail and consumer products 2013

Social Analytics –Integrated capabilities of IBM Connections

HomeSee what's happening across your social network

CommunitiesWork with people who share common roles and expertise

FilesPost, share, and discover documents,

Micro-bloggingReach out for help or share news with

ProfilesFind the people you need

Social AnalyticsDiscover who and what you don’t know via recommendations

BlogsPresent your own ideas, and learn from others

Post, share, and discover documents, presentations, images, and more

Reach out for help or share news with your social network

WikisCreate web content together

ActivitiesOrganize your work and tap your professional network

ForumsExchange ideas with, and benefit fromthe expertise of others

MobileAccess Connections anywhere, anytime with mobile & tablet access

BookmarksSave, share, and discover bookmarks

Page 55: Ibm future of retail and consumer products 2013

Social Analytics –Screenshots from IBM Connections

Page 56: Ibm future of retail and consumer products 2013

Social Analytics –IBM Cognos

Exploration & Analysis withBusiness Insight Advanced

Business Insight

Reports & Analysis

Drag-and-drop content

TM1

Do More…

Social Collaboration withLotus Connections

Real-Time Monitoring

TM1 Cubes

Metrics

Toolbox

Unified BI workspace

Page 57: Ibm future of retail and consumer products 2013

Reports

IBM Cognos IBM Connections

Social Analytics –IBM Cognos + Connections

Ad-hoc Queries

Analysis

Dashboards

Social

Analytics

CommunitiesBookmarks

Activities Profiles

Wikis

FilesBlogs

Page 58: Ibm future of retail and consumer products 2013

Social Analytics –IBM Cognos + Connections

� Collect, organize, share and reuse work

Solution Highlights:

IBM Cognos CollaborationIBM Cognos Collaboration

Collaboration

Button

� Link directly from Lotus Connections to a Cognos Business Insight Dashboard

� Single sign-on for both Business Insight Dashboards and Lotus Connections

� Send email notifications directly from the Lotus Connections Activity

� Filter Activities based on the dashboard

Page 59: Ibm future of retail and consumer products 2013

Social Sites Benchmark Dashboards

Sentimental Analysis

Relationship-Matrix

Advanced Searching

Text Mining

Flexible Integration of internaland external ressources

Intranet

Multichannel Customer Experience –Social Media Analytics

@Birk – was noch?

Snippet Overview and Details Evolving Topics Individualized Reporting

Relational DBs (market data, studies, CRM-Sytems)

CCI

Complaint Management (Letter, Email, Fax)

Web, Blogs, News, Twitter, Boards

Call-Center Data

www.-Content

Intranet

59

Page 60: Ibm future of retail and consumer products 2013

Realtime Recommenda-tions for Web & CRM

IBM SPSS Predictive Analytics

Analytical

PersonalizedOfferings

Target GroupAnalytics

Analytical Decision Improvement

Web-User Analytics

Real-time Identification offraud transactions

Risk Scoring and FraudPrevention

Action Scoring

Page 61: Ibm future of retail and consumer products 2013

IBM SPSSDelivering a new class of Direct Marketing to Marketing, Sales & Services

Page 62: Ibm future of retail and consumer products 2013

Multichannel Management

Optimizing ImpressionsOptimizing Impressions

AnalyticsExploreAdTargetImpression AttributionSearchSocial

Personalizing InformationPersonalizing Information

Analytics

Call Center

Stores

WebsitesUser Experience withLaptops, PCs

AnalyticsExploreIntelligent OfferLIVEmail

Targeting SegmentsTargeting Segments

AnalyticsExploreAdTargetImpression AttributionLifecycleLIVEmail

• CRM Data• Loyalty Programm Status• Scoring• Demographic Data• etc…

Customer Attributes (offline)

Mobile Devices(Webseiten & Apps)

Off-Site Impressions (Social Media)

Off-Site Impressions (display-ads & andere)

Page 63: Ibm future of retail and consumer products 2013

Multichannel Customer Experience –Website Optimization

Usability Analytics

1. Click Heat Maps

2. Link Analytics

3. Form Field Analytics

4. Attention Map

SaaS

Supports Mobile Web

63

Integrated with Tealeaf Replay

• Replay the actual session of a single user anywhere in the process for any user

• Discover how a select user uses your site and compare to how most users use the site for additional insights.

• On-premise and integrated w/ Tealeaf solutions including SaaS-based usability

+

On-Premise

Page 64: Ibm future of retail and consumer products 2013

E- and M-Commerce Performance Dashboard

Page 65: Ibm future of retail and consumer products 2013

Possible Payback in 3 month

Benefits Quantified in Study

Increased Conversion Rate 3.5%

Increased Average Order Value 0.5%

Improved Retention Rate 1%

Reduced Problem Resolution Time 60%

�Results Synthesized from 4 Customers:Online Travel AgentLeading Online Clothing, Shoes RetailerRetailer of Automotive AccessoriesAnother Online Travel Agent

Summary: 3-Year Risk-Adjusted ROI

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

Three-Year Risk Adjusted Results

ROI: 512%

Payback Period: 2.6 months

Total Net Present Value: $7,633,214

Source: A commissioned study by Forrester Consulting, “The Total Economic Impact of Tealeaf’s Customer Behavior Analysis Suite.” July 2010

Reduced Problem Resolution Time 60%

Reduced Incidents (Project Avoidance) 10%

Reduced Disputed/Fraudulent Chargebacks 0.05% $(1,000,000)

$-

Initial Year 1 Year 2 Year 3

Reduction in chargeback transactions

Reduction in IT costs for project avoidance

Reduction in IT costs for problem resolution

Incremental revenue from improved retention rate

Incremental revenue from increased order value

Incremental revenue from increased conversion

Total yearly costs for Tealeaf

Page 66: Ibm future of retail and consumer products 2013

tealeaf clients extract

Page 67: Ibm future of retail and consumer products 2013

Retailers are faced with more challenging pricing, promotion and product decisions than ever before

Traditional price Economic impact on price New price models

67

Traditional price competition

Online / mobile price transparency

Increased targeting and personalization

Economic impact on price sensitivity

New price models

Endless aisles available online

Page 68: Ibm future of retail and consumer products 2013

Multichannel Customer Experience –Trade Promotion Optimization

Collaboration RetailerManufacturer

Marketing Spend Optimization

Trade Allocation &Optimization

HQ

Shopper Insights &Planning

Marketing Mix Optimization & Execution

Cor

pora

te

Optimization

Acc

ount

Tea

m

Deal Management Deal Management

Shopper Insights Shopper Insights

Customer Event Planning Promotion Planning

Assortment Planning

Assortment Planning

& Execution

Mer

chan

disi

ng

Page 69: Ibm future of retail and consumer products 2013

Competitive Analysis - DemandTec for Retail Competitive Overview

Price Promotion Markdown Assortment Shopper Insights

Note: Does not include recent entrance of B2B players (Zilliant) or ecommerce (Mercent)

Page 70: Ibm future of retail and consumer products 2013

Tailor Promotions to the Right Shoppers

Example Case Studies

� Kitchen cooking item with strong seasonal volume opportunity

� Retailer historically reserved promotional display aisle for private label only

� Based on shopper insights, simulated positive effect on total category if private label and branded item were displayed in back-to-back windows during promotional period

Note: Simulated results approximate to protect customer confidentiality

+108.2%

+19.9%

Page 71: Ibm future of retail and consumer products 2013

Customers Include…

EMEA

� Conad, Italy

� Coop, Denmark

� Coop, Sweden

� El Corte Ingles, Spain

RoW

� Ahold USA

� Best Buy

� Delhaize America

� Dollar General� El Corte Ingles, Spain

� Monoprix, France

� PAC2000, Italy

� WHSmith, UK

� Dollar General

� Office Depot

� Radio Shack

� Sports Authority

� Target

� WalMart

Page 72: Ibm future of retail and consumer products 2013

� Manage Marketing across Multiple Interaction Channels

– Cross-channel marketing strategy is defined and planned using Unica

– Coremetrics is used to track consumer actions, and make relevant recommendations

– The e-commerce web site and order capture is provided by WebSphere Commerce

Marketing messages and campaigns are defined and planned using Unica Campaign

Optimize display and search results with Coremetrics AdTarget and Coremetrics Search

Multichannel Customer Experience –Campaign Managem.

Generate demand with Unica eMessage

(email creation, delivery, tracking

Deliver custom landing pages with targeted messages and promotions via WebSphere

Commerce Precision Marketing

Web

Mobile

Retail Store Systems

Store

Insights from social media, third party websites, purchase history ,etc

Capture responses and refine

Page 73: Ibm future of retail and consumer products 2013

Multichannel Customer Experience –Mobile Optimization

Page 74: Ibm future of retail and consumer products 2013

Tivoli Endpoint Manager-Architektur

Neue Inhalte: Fixlets, Patches, Updates

Admin-Konsole

TEM Server

Cloud–basierte Bereitstellungvon Inhalten durch IBM

TEM Relay / DMZ

Admin Befehle

VPN

TEM Relay TEM Relay / Außenstelle

Systememit TEMAgenten

Rechenzentrum ZweigstelleVPN

Internet VPN

TEM Relay / DMZ

Internet

Page 75: Ibm future of retail and consumer products 2013

IBM Payment Systems delivers hosted and managed payment solutions to help facilitate payments between our clients and their customers.

First established in 1995� As a credit card merchant payments gateway solution for ibm.com

and the emerging e-commerce market

Today, IBM Payment Systems has grown into an international solutions and delivery organization:� 15 years of experience in delivering a hosted and managed payment � 15 years of experience in delivering a hosted and managed payment

service� More than 200 million transactions per year� Processing payment transactions in 190 countries� Simplifying payment management in a multichannel environment� Over 70 consultants, subject matter experts, IT professionals, and

delivery employees� Solutions and delivery centers in EU and US� Providing end-to-end payment solutions and services for large

enterprise clients worldwide, including merchant acquirers, retailers, and third-party processors

Page 76: Ibm future of retail and consumer products 2013

IBM Payment Systems offers a variety of hosted managed services leveraging the gateway, both as white label solutions and directly to merchants.

E-Commerce Payment solutions for web, phone sales, IVR and mail order

M-Commerce Hosted payment page for smart phones, including text messaging payment solutions

PCI Secure storage of sensitive payment data

Virtual WalletSecure and convenient payments via personal wallets; shields sensitive payment information with

IBM Payment Systems - Hosted & Managed Payment Solut ions

Processors

Virtual Wallet wallets; shields sensitive payment information with a virtual “token”

Billing Collections, recurring billing, scheduled payments, EIPP

ERP Hosted subledger, global invoice print & mail, financial ERP solutions

Gateway ISO, White Label, license agreements

SAP Secure electronic payment collection solutions for SAP

Retail A global payment solution for large retailers

PS in a Box Appliance

PCI-Compliant Appliance self-contained PCI Certified Unit capable of processing high transaction volumes

Customers

Merchants

Page 77: Ibm future of retail and consumer products 2013

The Payment Systems full suite of payment methods provides high coverage and payment flexibility.

International cards

National cards

PayPal

ACH check

Open invoice

Financing

E-banking

Direct debit

P-cards

US online debit cards

(*1) Discover, Maestro and Solo are supported today. Remainder is planned for 2010.(*2) Support will be implemented 2010

Page 78: Ibm future of retail and consumer products 2013

IBM Payment Systems: Overall Solution Steps

PCI Vault

HPP

VT

Processor 1

Processor 2

Processor 3

Interface Modules

MerchantCustomer IBM Payment Systems Processors

Payment Gateway

Wallet Recon

ShadowA/R

1. Buy

5. Routing

3. Tokenization

6. Auth & clearing

12. Consolidated

13. Follow-on Transactions

4. Create/Update Wallet

8. Open “A/R”

11. Close/Re -open

PCI Vault

HPP

VT

Processor 1

Processor 2

Processor 3

Interface Modules

MerchantCustomer IBM Payment Systems Processors

Payment Gateway

Wallet Recon

ShadowA/R

1. Buy

5. Routing

3. Tokenization

6. Auth & clearing

12. Consolidated

13. Follow-on Transactions

4. Create/Update Wallet

8. Open “A/R”

11. Close/Re -open

Feeds

Processor 3

Processor N

Fulfillment

Billing

A/R

Ledger

Treasury

Value Added Services� Convenience Fees� 3D Secure� Fraud Prevention� Etc.

API2. Pay

9. Funds Settlement14.Recurring billing

10. EPA

12. Consolidated Reports & Feeds

7. Reserve/withdraw Funds

11. Close/Re -open “A/R”

Feeds

Processor 3

Processor N

Fulfillment

Billing

A/R

Ledger

Treasury

Value Added Services� Convenience Fees� 3D Secure� Fraud Prevention� Etc.

API2. Pay

9. Funds Settlement14.Recurring billing

10. EPA

12. Consolidated Reports & Feeds

7. Reserve/withdraw Funds

11. Close/Re -open “A/R”

Page 79: Ibm future of retail and consumer products 2013

Sub-ledger Backbone

Billing, A/R, G/Land Reporting

Manual data input

Transaction data

G/L

A/R

Master tables

Posting

PS Gateway

Client ERP

Acquirer

DB

/2

Basic Architecture of the Billing & Payment Platform

Client

Reports and statements

Billing

A/R

Output handler

Input handler

Posting logic BS / PL

accountsControl Accounts

Client Bank

InvoicesDunning letters

DB

/2

Page 80: Ibm future of retail and consumer products 2013

Intelligent Integrated Security : Comprehensive portfolio across security domains

Security Ecosystem

PartnerPrograms(3rd party)

PartnerPrograms(3rd party)

Standards

JK 2012-04-26

Page 81: Ibm future of retail and consumer products 2013

Domain Segment / Report Analyst Recognition

Security Intelligence, Analytics and GRC

Security Information & Event Management (SIEM) 2011 2010**

Enterprise Governance Risk & Compliance Platforms 2011 2011

People

User Provisioning / Administration 20112012***

2010**

Role Management & Access Recertification 2011

Enterprise Single Sign-on (ESSO) 2011*

Web Access Management (WAM) 2011*

Analysts recognize IBM’s superior products and performance

Data Database Auditing & Real-Time Protection 2011

ApplicationsStatic Application Security Testing (SAST) 2010**

2010**Dynamic Application Security Testing (DAST) 2011

Infrastructure

Network Intrusion Prevention Systems (NIPS) 2010** 2010**

EndPoint Protection Platforms (EPP) 2011

Net

wor

kE

ndpo

int

ChallengerLeader Visionary Niche Player

Leader ContenderStrong Performer

Leader (#1, 2, or 3 in segment)

V12-05* Gartner MarketScope

** 2011 ratings not net published

*** 2012 IDC MarketScape ranked IBM #1 in IAM

JK 2012-04-26

Page 82: Ibm future of retail and consumer products 2013

Business Team

From Business Requirements/Applications to PureApplications in 3 month. The BPM Example

IT Team PureApplication

A B CPROCSVR

PERFDW

SCA.SYSTEM

SCA.APPLICATION

BPC

CEI

Node1

IHS

IPSprayer Node2

PROCSVR

PERFDW

SCA.SYSTEM

SCA.APPLICATION

BPC

CEI

PROCSVR

PERFDW

SCA.SYSTEM

SCA.APPLICATION

BPC

CEI

Node1

IHSIHS

IPSprayer Node2

« I want an improvedeligibility process for consumerlending»

« Ok it’s one click to deployBPM pattern of Expertise”

« It’s done in minutes.BPM Pattern under a selfmanaged, effortless operational elastic environment»

PROCSVR

PERFDW

SCA.SYSTEM

SCA.APPLICATION

Process center has aPC console.Process server environments do not have a PC console.

DMGR

Node1

Node agent

IHS

Node2

Node agent

BSpace tables

BPEDB tables

PDW tables

Process server tables

CommonDB tablesFEMgr, ES, BRules, etc.

MEDB tablesSCA.SYS, SCA.APP, CEI,

BPC, procsvr, perfdw

Msg.member1

ME ME ME

Msg.member2

ME ME ME

ME ME ME ME ME MEMessagingcluster

App.member1(PC console)

Process admin.,Process portal,

BPC, Your Apps

App.member2(PC console)

Process admin.,Process portal,

BPC, Your Apps

AppTargetcluster

Web.member1BSpace,

widgets, BRMBPC Explorer

Webcluster

Web.member2BSpace,

widgets, BRMBPC Explorer

Sup.member1Perf console,

CEI,

Sup.member2Perf console,

CEI,

Supportcluster

PROCSVR

PERFDW

SCA.SYSTEM

SCA.APPLICATION

PROCSVR

PERFDW

SCA.SYSTEM

SCA.APPLICATION

Process center has aPC console.Process server environments do not have a PC console.

DMGR

Node1

Node agent

IHSIHS

Node2

Node agent

BSpace tables

BPEDB tables

PDW tables

Process server tables

CommonDB tablesFEMgr, ES, BRules, etc.

MEDB tablesSCA.SYS, SCA.APP, CEI,

BPC, procsvr, perfdw

BSpace tables

BPEDB tables

PDW tables

Process server tables

CommonDB tablesFEMgr, ES, BRules, etc.

MEDB tablesSCA.SYS, SCA.APP, CEI,

BPC, procsvr, perfdw

Msg.member1

ME ME ME

Msg.member2

ME ME ME

ME ME ME ME ME MEMessagingcluster

Msg.member1

ME ME MEME ME ME

Msg.member2

ME ME MEME ME ME

ME ME MEME ME ME ME ME MEME ME MEMessagingcluster

App.member1(PC console)

Process admin.,Process portal,

BPC, Your Apps

App.member2(PC console)

Process admin.,Process portal,

BPC, Your Apps

AppTargetcluster

App.member1(PC console)

Process admin.,Process portal,

BPC, Your Apps

App.member2(PC console)

Process admin.,Process portal,

BPC, Your Apps

AppTargetcluster

Web.member1BSpace,

widgets, BRMBPC Explorer

Webcluster

Web.member2BSpace,

widgets, BRMBPC Explorer

Sup.member1Perf console,

CEI,

Sup.member2Perf console,

CEI,

Supportcluster

Sup.member1Perf console,

CEI,

Sup.member2Perf console,

CEI,

Supportcluster

« Yummy ! we have the best IT team in the Industry »

Page 83: Ibm future of retail and consumer products 2013

IBM PureApplications Integrated Solution Patterns

Strong Demand

Most Popular

Msg Ext.for webapp 2.0

SOA policy & GW

2.0

IBM BPM8.0

WS Msg Broker

8.0

MQ 7.5, 8.0

W. Portal Server

8.0

BusinessIntelligence

Cognos

Informix10.7

WS CommerceSample 7.0

IBM ODM8.0

IBMConnections

4.0

WTX w/launch

8.4

InfoSphere Info server

9.1

WCM8.0

SAP CRM1.0

Pre-entitled

Soon to Come (Targeted H1 2013. Requires NDA)

TransacDB1.1

DatamartApp 1.1

ApplicationPattern 1.0, 2.0

WAS7, 8, 8.5

DB2 Ets9.7, 10.1

app 2.0 2.0 8.08.4 9.1

WorklightMobile

Path FinderSOA Insight

RADMaximoAssetMgt

SOAPlug 4

Monitoring

1.0

IBMDOMINO

DatapowerXG, XI

CastIronLive

Page 84: Ibm future of retail and consumer products 2013

IBM PureApplications Partner Solutions by Industries

Telecommunications

Energy & Utilities

Banking Retail

*

*

Insurance

Healthcare

Government Consumer Products

Financial Markets

Page 85: Ibm future of retail and consumer products 2013

Only IBM has an Integrated Portolio of Solutions, Software, Systems and Services for End to End Social Business. IBM enables „The tranformative CMO“

Bringing science to science to the art of

digital marketing

Page 86: Ibm future of retail and consumer products 2013

With IBM´s diverse skill set and the flexible nature of our Solutions, Software, Systems and Service offerings, every solution is unique 4U.

IBM Interactive exists because our

clients are looking for a firm who can

combine “world class” experience

design with the depth and expertise of

IBM. We have built a solid reputation

around our ability to plan, design and

develop innovative interactive

experiences driven by innovative

86

Integrated Global Expertise & Cross-Disciplined Skills

experiences driven by innovative

technologies, complex data and

insightful analytics.

Page 87: Ibm future of retail and consumer products 2013

IBM Interactive is a leading creative design agency within IBM that brings you “best of breed” creative, technical, and strategic business design.

AdAge ranks IBM Interactive as the 3rd largest USDigital Agency and in the Top 10WorldwideMarketing

� Creates multi-channel marketing and experience design

solutions for leading global brands

� Delivers “Deep Access” of resources representing a

“microcosm” of the larger IBM

� Utilizes a “studio” centered model to enable a "think-tank"

like environment

� Provides maximum customer value and efficiency from

experience design to application developmentMagic Quadrant for Global Digital Marketing Agencies, Gartner Oktober 2012

Marketing Agencies.

Page 88: Ibm future of retail and consumer products 2013

IBM Interactive excel at integrating business strategy with engaging experience design

Customers from IBM Interactive cover all industries & branches*

Target

RBSDiscover Card

Barclays

Circuit City

Royal Bank of Canada

SamsungDAK

Nationwide ING USA

STA Travel

MetLife

Deutsche Bahn

American Express

Sharp

CosmosDirekt

Our clients come to us to help them understand the future, develop differentiated brand strategies and design relevant experiences across

all points of interaction. Our solutions are designed to achieve business results and increase their overall customer satisfaction and realize

improvements in the areas of customer acquisition, retention, and loyalty.

Str

ateg

ie

Design

Circuit City

JCPenney

CNL

Travelers Allianz

Lufthansa

Gateway

Renault

Panasonic

Audi

Mass Mutual

Prudential

Sharp

Mercedes Benz

Chubb and SonsLL Bean

US OpenCoca-Cola

Wimbledon

Hallmark

Fiat

The Home Depot

Mexx

S.Oliver

Tiffany

NCAA

LVM

Page 89: Ibm future of retail and consumer products 2013

IBM BI & PM Services und IBM Cognos Software bieten Ihnen die Lösung zur Verwirklichung Ihrer Ziele

Kritische Erfolgsfaktoren für das Projekt:

IBM ist mit dem Bereich Cognos Software der führende Anbieter für Performance Management Software

Adäquate Software für Reporting, Analyse

und Planung

+IBM ist der führende Anbieter für Business Intelligence Services und verfügt über umfangreiche Erfahrungen in der Industrie

Expertise undServices

Die IBM Business Intelligence Methode und die IBM BI Referenzarchitektur bieten Best Practices und Templates zur Gewährleistung des Projekterfolgs

Umfassende Methodik für eine effiziente

Projektabwicklung

IBM hat mit unzähligen Kunden auf dieser Basis erfolgreich zusammen gearbeitet

Vertrauensvolle und partnerschaftliche Zusammenarbeit

+

Page 90: Ibm future of retail and consumer products 2013

Winners work with Leaders. Since 2006 IBM is the Leader in almost every Business & IT relevant areas

Page 91: Ibm future of retail and consumer products 2013

IBM Offerings – Integrated Best of Breed

+ + +

Models MDMInformationIntegration

Data Warehouse BI Services

SAS SAP ++

Trusted Information requires a wide range of capabilities!

+ + + +

Models MDMInformationIntegration

Data Warehouse BI Services

+

The choice is simple…

You can either integrate them yourself or have them pre-integrated

Page 92: Ibm future of retail and consumer products 2013

IBM Introduction of New Financing Services Offerings

IBM Global Financing is announcing 3 new offerings for IBM Services which address our clients' pain pointsassociated with funding new and existing IBM servic es projects.

These unique offerings are designed to create value for the overall IBM solution to the client.

Integrated Services Offering (ISO) Up-front Loan Invoice Financing

Description

IGF financing integrated into IBM services contract. Financing is sold with the services solution.

Loan is a single funding made concurrent with the IBM contract signing. Targeted for the Treasurer/CFO.

Financing of the client’s IBM services project at a future point after the GBS contract signing, either on a transactional or committed basis . Targeted for the Treasurer/CFO.

Client Pain Points

Clients need to align project cost with benefits, in a single IBM contract

Clients with cash limitations funding a large multi-period IBM services project.

Clients with cash limitations once the IBM services engagement is underway, and requires flexibility to decide which invoices to finance and over what term.

IGF Value Proposition

Integrated financing solution as part of single IBM contract.

A single, Up-front , competitively priced, fixed rate funding that enables the IBM services project. Simplicity and funding size makes this an attractive alternative to the client’s other sources of unsecured, long term, fixed rate debt.

Flexibility to decide which invoices to finance, by providing an incremental, competitively priced financing source based on IBM services invoices. Financing can be used for multiple services projects.

Page 93: Ibm future of retail and consumer products 2013

Why IBM Fair Market Value Lease could be an interest 4U … because it:

� Helps Reduce the Total Cost of Ownership (TCO):

– NPV* sum of lease payments can be lower than purchase

– Positively affect financial metrics (ROI/ROA, Liquidity Ratios)

– Minimize Cash Outlays

– Avoid asset disposal costs and risks

� Optimizes the Total Cost of Use (TCU)

– Pay only for use of technology

– Align project costs with expected returns Represents Net Present Value (NPV) of payment comparison over 36 mth timeframe;

– Reduce the upfront cost “impact” to the business

– Positively affect financial metrics (ROI/ROA, Liquidity Ratios)

– Minimize Cash Outlays

– Programmatic IT refreshes help lower ongoing operating costs - maximize price/performance curve

� Maximizes the Price / Performance Advantage (Moore’ s Law)

– With 2 – 3 year technology cycles, leasing enables clients to take advantage of the continually improving price/performance curve rather than be locked into equipment which may become obsolete before it is fully depreciated

� Helps Manage Technology Risk

– Eliminate book loss exposure

– Procurement will no longer invest resource to seek broker bids on legacy assets

– Hedge the risk of recovering less than your remaining investment

36 mth timeframe;Lease is FMV lease for 36 mths with “best credit” customer. Cost of funds estimate is 3.5%

Page 94: Ibm future of retail and consumer products 2013

1. Theory and visualized Conceptsof Social Business 2. Architectures and Applications

to successfully implement Social Business

Are the business guidelinesfor the development of

IBM´s own and long 2I Intelligent Integrated 4S Solutions, Software, Systems and Services Experiences makes it „As simple as possible 4U“

3. Experiences from theimplementation ofSocial Business

Improves theImplementationEffectiveness

Improves theImplementationefficiency

Opens the opportunity for a successfullIntegration and Implementation of

Page 95: Ibm future of retail and consumer products 2013

If something is simple

then you can explain it to others.then you can explain it to others.

Albert Einstein

http://pinterest.com/fjonker/social-business/Social Business on Pinterest

Page 96: Ibm future of retail and consumer products 2013

RFBV=f(S2IR4S )

Retail Future Business Value=Retail Future Business Value=

f(Smarter Intelligent Integrated

Retail

Solutions, Software

Systems & Services)

Page 97: Ibm future of retail and consumer products 2013

Gracias

Hebraico

Obrigado

Russo Espanhol

Chinês Tradicional

Hindu

Portuguese

Merci

Grazie

Danke

Japonês

Francês

Alemão

Italiano

Inglês

Chinês

Tamil

Coreano

Tailandês

Page 98: Ibm future of retail and consumer products 2013
Page 99: Ibm future of retail and consumer products 2013

Customer Differentiation: IBM technology powers more Internet Retailer Top 500 sites than any other Multi-Channel platform

Range Rank Company Name 2 Staples Inc. 7 Sears Holdings Corp. 8 Liberty Media Corp. (QVC) 14 SonyStyle.com 16 *Costco Wholesale Corp. 21 L.L. Bean Inc. 22 Target Corp. 30 *Avon Products Inc.33 Redcats USA 43 Home Depot Inc., The 45 1-800-Flowers.com Inc. 54 Scholastic Inc. 56 Abercrombie & Fitch Co. 58 Follett Higher Education Group 74 Disney Shopping Inc. 85 Northern Tool + Equipment Co. 86 Bass Pro Outdoor Online LLC 91 Lowe's Cos. Inc.

Top 100

2011 Report

WebSphere Commerce

powers over $27 Billion

of Internet Retailer

sales in the IR Top 500.

This is over 2x more

than our nearest

competitor ATG ($12

Billion)…91 Lowe's Cos. Inc.

103 Harry and David Holdings Inc. 127 The Children's Place Retail Stores Inc.137 Dillard's Inc. 138 VF Corp. 153 LifeWay Christian Resources 164 Coach Inc. 166 Hallmark Cards Inc. 171 Ritz Interactive Inc. 179 Panasonic Corp. of North America 196 Fossil Inc. 200 Borders Direct 214 JoS. A. Bank Clothiers Inc. 238 IKEA.com 240 TimeLife.com 247 BJ's Wholesale Club 252 Sam Ash Music Corp. 281 Moosejaw Mountaineering 282 Boscov's Department Store LLC 299 West Marine Products 331 1800Mattress.com 332 David's Bridal Inc. 363 The Men's Wearhouse Inc. 366 Sterling Jewelers 376 Bealls Inc.

*2012 Go Live

Top 300

Top 400

and more than all of

our main competitors

(ATG, GSI Commerce,

Fry, and Microsoft)

COMBINED.

Two-thirds of the Top

100, and >50% of the

Top 250 WebSphere

Commerce sites

implemented by IBM

Services.

Page 100: Ibm future of retail and consumer products 2013

Content Analytics

Advanced Case Management

Workload Optimized Systems

Social Analytics/Consumer Insight

2012

Decision Management

• $16B+ in 30+ Acquisitions Since 2005

• 10,000+ Technical Professionals

• 7,500+ Dedicated Consultants

• Largest Math Department in Private Industry

• 27,000+ Business Partner Certifications

• 8 Analytics Solutions Centers

• Optimized hardware and software offerings

• 100 analytics-based research assets;almost 300 researchers

Investing to Enable Our Customers

Risk and Regulatory Analytics

Advanced Security Analytics

Price & Promotion Optimization

Supply Chain Optimization

Compensation & Sales Performance Management

pureXML

pureScale

Pervasive Content

Stream Computing

2005

Decision Managementalmost 300 researchers

Autonomic Operations

Developer Productivity

Deep Compression

Page 101: Ibm future of retail and consumer products 2013

Industry Solutions

Software Solutions Group

BusinessAnalytics

EnterpriseContent Management

Commerce

Portal

SocialBusiness

IBM Integrated Software Solutions Portfolio

Commerce

Enterp. Marketing Man.

Page 102: Ibm future of retail and consumer products 2013

Buy Market Sell Service

CORE BUSINESS SOLUTIONS

CUSTOMER VALUE STRATEGY

WebSphere Commerce

• Cross-Channel Selling• Customer-centric

Shopping Experience• B2C/B2B Storefronts

Sterling Commerce• Order Management

Unica• Resource Mgmt • Campaign Mgmt• Marketing

execution • Performance• Analysis

Sterling Commerce• Delivery & service

Scheduling• Reverse Logistics

IBM Solutions to deliver Value for and Value from Customers

Emptoris• Spend Analysis• Sourcing• Contract Management• Supplier Lifecycle Management• Category Compliance Management

Emptoris• Contract Management

• B2C/B2B Storefronts• Precision Marketing

Coremetrics• Analytics & Reporting• Segmentation• Search Optimization

• Order Management• Configuration, Pricing, Quoting• Multi-vendor catalog• Warehouse Management• Transportation Management• Supply Chain Visibility• B2B Integration

ILOG Supply Chain• Network Optimization• Transportation

Optimization

Sterling Commerce• Transportation Management• Supply Chain Visibility• B2B Integration• Supplier Portal Vendor Compliance

ILOG Supply Chain• Product Optimization• Inventory Optimization

Retail Store Solutions

• Retail POS Solutions• Self-Service Portal/Kiosk• POS Applications

IBM Case Manager• Case Design, Run-time,

Analytics• Collaboration• Rules & Events

Unica• Service messaging• Notifications

CUSTOMER INSIGHT SOLUTIONS

DemandTec• Price, Promotion,

Merchandising• Marketing Analytics

Page 103: Ibm future of retail and consumer products 2013

Threat analytics

Financial governance Governance, compliance, risk management

Web analytics

Financial risk management

Master data managementData and document capture Data warehouse appliances

B2B integration,

Procurement and sourcing

Enterprise marketing management

Cloud-based analyticsSocial enterprise management

Turn information into insights

Deepen engagement with customers, partners, and employees

Deliver enterprise mobility

Mobile computing platform

Sales Performance Mgmt.

Information Optimization

Cust. ExperienceMgmt.

New IBM Acquisitions complement and enhance our ability to deliver value to clients

BPM for LOB

Enterprise asset management

Security intelligence

Cloud integration

*acquisitions since 2010

Enable agile business processes and applications

Software testing for complex systems

Accelerate product and service innovation

Network automation Endpoint management

Optimize business infrastructures

Manage risk, security, and compliance

Mobile computing platform

Bus

ines

s N

eed

Page 104: Ibm future of retail and consumer products 2013

Businessstrategy andplanning

Process & transaction integrity

Full lifecycle solutions

Apps• Smarter Commerce• Social Business• BI & Analytics• Etc.

Platforms• Networks• Devices• OS’s

Vodafone

IBM´s Integrated Approach for the Mobile Enterprise

IBM Mobile Enterprise

Open cross-platform development

Integration with backend systems, enterprise data and cloud

End-to-end security and management

Open � Governed � Integral

Full lifecycle solutions

Page 105: Ibm future of retail and consumer products 2013

IBM Mobility Apps for Social Business, Business Intelligence & Analytics and Commerce makes you independent from your workplace

Page 106: Ibm future of retail and consumer products 2013

Gartner: Corporate Performance Management User Survey Results

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from <url>

Source: Gartner – “User Survey Analysis: Customers R ate Their Corporate Performance Management Vendors” , Christopher Iervolino | Neil Chandler – 23 May 2012

Page 107: Ibm future of retail and consumer products 2013

SPSS and IBM Leaders in the Forrester Wave:

Predictive & Mining Feeback & Collection

Source: Forrester “The Forrester Wave: Predictive Analytics And Data Mining Solutions, Q1 2010”, Feb , 2010

Page 108: Ibm future of retail and consumer products 2013

IBM was positioned as a leader in The Forrester Wave™: Business Intelligence Services Providers, Q4 2012

Forrester Wave™: BI Services, Q4 ’12 Strategy Evaluation Forrester Wave™: BI Services, Q4 ’12 Technology Evaluation

Source: Forrester Research Inc. “The Forrester Wave TM, Business Intelligence Service Providers, Q4 2012”, October 2012. - Full report can be found : http://www.ibm.com

Page 109: Ibm future of retail and consumer products 2013

IBM a Leader in Forrester Wave: Customer Analytics Solutions Q4 2012

Source: Forrester “Forrester Wave Customer Analytics Solutions, Q4 2012”, October 26, 2012.

Full report can be accessed at http://www.forrester.com/pimages/rws/reprints/document/80281/oid/1-KRB1C8

The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change.

Page 110: Ibm future of retail and consumer products 2013

IBM Coremetrics –Leader in Web Analytics

Page 111: Ibm future of retail and consumer products 2013

Big Data - IBM is the strongest vendor next to Amazon-Web-Services

Forrester Wave™: Enterprise Hadoop Solutions, Q1 2012