portfolio and innovation - capgemini · big data ! sap® mobile secure (sap, aws) ! mobile sales...
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2 Copyright © Capgemini 2013. All Rights Reserved
Analyst Day 2013 | June 19-20
Origination
Deciding on our Priorities for Innovation and Investments
Landmark projects
Strategic and Growth Partners
IP Investment Board
Screening
Partner Review Boards
Group Executive Committee
Investment
IP Catalog
Top Line Initiatives
Sector Growth Initiatives
SBU Offers
Partner Growth Initiatives
3 Copyright © Capgemini 2013. All Rights Reserved
Analyst Day 2013 | June 19-20
Our Partner Agenda is Increasingly Focused on Co-Innovation
Strategic Partners Partners – Growth Agenda Incubation Partners
4 Copyright © Capgemini 2013. All Rights Reserved
Analyst Day 2013 | June 19-20
Illustrated in plenary or breakout sessions
Three Levels to our Approach to Strategic Innovation (Not Exhaustive)
Emerging trends Competing technologies
Nascent markets
Capgemini incubates new ideas
§ Cloud Orchestration
§ SaaS Integration - Immediate
§ Big Data
§ SAP® Mobile Secure (SAP, AWS)
§ Mobile Sales Execution (SAP)
§ Extreme Apps Retail (SAP)
§ Claims Transformation (Guidewire)
§ SaaS deployment (SFDC)
§ Core Banking
§ All Channel Experience in CPR
§ Digital Utility
§ T-Police (Oracle)
Confirmed trend
Capgemini decides to be a fast follower
Confirmed trend
Capgemini well-positioned to build premium competitive position
IDENTIFY LEVERAGE PARTNERS
STRIVE TO BE FIRST MOVER WITH PARTNERS
OR CLIENTS
• Public Security (Palantir)
• Elastic Analytics (AWS)
•
•
5 Copyright © Capgemini 2013. All Rights Reserved
Analyst Day 2013 | June 19-20
Our TLIs Continue to be a Growth and Innovation Engine
‘12 vs. ‘11
+16%
BIM Testing Mobile Solutions
’12-’15 CAGR
+15-20%
‘12 vs. ‘11
+15%
’12-’15 CAGR
+15-20%
‘12 vs. ‘11
New
’12-’15 CAGR
50+%
Teradata EPIC Award for Collaborative Demand (2012)
Cloudera #1 Partner
World Quality Report (HP) SAP Pinnacle Awards for Mobility (2012 and 2013)
Partner Recognition Partner Investment Partner Recognition
Revenue Growth Revenue Growth Revenue Growth
Point Zero (incl. Model-Based Testing)
Testing Platform-aaS
Mobile Testing
Recent Innovations Recent Innovations Recent Innovations
SAP Hana – Extreme Apps
Elastic Analytics (AWS)
Hybrid Architecture
SAP® Mobile Secure (SAP, AWS)
Mobile Sales Execution co-innovation with SAP
6 Copyright © Capgemini 2013. All Rights Reserved
Analyst Day 2013 | June 19-20
Investing for Globalization and Value Creation Illustration: Our BIM TLI
2009
Industrialized service provider • Industry focus • Strategy, design,
implementation & run
2011
Information Transformation
Partner
Big Data & Analytics Innovator
2013
Major European
Telco
Technology provider • Augmentation • Implementation
Technology focus
7 Copyright © Capgemini 2013. All Rights Reserved
Analyst Day 2013 | June 19-20
Our IP-Based Solutions now Infuse & Reinforce all Parts of our Business
Level of productization
Commercial Maturity
SESP
IBX
Online Payment
ComUnity Pre-Paid
ODIGO
Bookplan Mobile Sales Execution
HCM Edge
IP&E ShelfConnect
Managed Mobility
Payment Serv. Bureau
PriceLab
CSL Kit
E-Objects
TAKT Engine
TMS Now
T-Police
New Solutions in development
IMCT
SAP Templates
LifeSciPath
Other XPath DistributionPath
EnergyPath
Links
CaaS
Emerging Custom IP Solutions
Managed Platforms Non-linear revenue,
but little IP Mature Custom
IP Solutions
Frameworks
SAP-based IP Solutions
8 Copyright © Capgemini 2013. All Rights Reserved
Analyst Day 2013 | June 19-20
…and many more!
Introducing Ready2Series, a new Identity for IP Solutions
9 Copyright © Capgemini 2013. All Rights Reserved
Analyst Day 2013 | June 19-20
Portfolio mix evolution – 2012-2015
We make Good Progress to Transform our Portfolio
0%
10%
20%
30%
40%
50%
2011 2012 2013 2014 2015
Target: 40%
% of Strategic Offers in Group Bookings
15%
25%
Testing, BIM, Mobile
30% (est.)
(CM: +0.5pt)
Top Line Initiatives
Sector Growth Initiatives
SBU Offers
Utilities, Public, Telco, CPRD, FS
Digital Transformation, Immediate, Service Orchestration, BPM, Security,
BPO Analytics, etc.
Partner Growth Initiatives
IP
SAP, Oracle, IBM, Microsoft, EMC, etc.
Catalog
The information contained in this presentation is proprietary. © 2013 Capgemini. All rights reserved.
www.capgemini.com
About Capgemini With more than 125,000 people in 44 countries, Capgemini is one of the world’s foremost providers of consulting, technology and outsourcing services. The Group reported 2012 global revenues of EUR 10.3 billion. Together with its clients, Capgemini creates and delivers business and technology solutions that fit their needs and drive the results they want. A deeply multicultural organization, Capgemini has developed its own way of working, the Collaborative Business ExperienceTM, and draws on Rightshore®, its worldwide delivery model.
Rightshore® is a trademark belonging to Capgemini