the watchers the watched - carroll university · 2019-08-26 · the watchers & the watched...
TRANSCRIPT
The Watchers &
The WatchedChris Thomas - CEO
The Stonington Group8/16/2019
The Stonington Group © 2019 – All Rights Reserved.
What are We?
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Or
The Reality Is We Are Both
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Making Our Futures Better And More Complex
My Observations of the Development of the Data-Driven Industry and Markets
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•Data Oceans –Cloud Service Providers Privacy Challenged
•Enterprise Data Lakes–Receiving Mainstream Attention
•Data Scientists Are Able, But Ready?–Have The Skills, But Lack Business Focus
I Use Various Industry Development (ID) Tools For These Evaluations
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Agenda
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•Data Oceans –Cloud Service Providers Privacy Challenged
•Enterprise Data Lakes–Receiving Mainstream Attention
•Data Scientists Are Able, But Ready?–Have The Skills, But Lack Business Focus
“…market segment share in this industry is won at the time of technological transitions.” (Inflection Points)
Andy GroveFormer CEO, Intel® Corporation
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Volume Server Market Example
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Standardized/Web ServerInflection Point
So What About The Data-Driven Environment?
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Potential Data-Driven Industry Outcomes
Watchers Advantaged Visibility to Pipe, Data, Apps, Behavior…
Watched Protected Privacy Standards drive new Opportunities
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Potential Data-Driven Industry OutcomesFuture Scenario A
• Telcos lose out to Cloud Service Providers (CSPs)• Privacy reduced for convenience
– Undesired “Opt-In” for service drives data thru CSP Apps, Servers & Storage
• Unwanted Data Brokerage– Difficult to know “who knows what”
• Barriers to entry slow the Industry Development cycle
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The ID Cycle Bridges Industries Cloud Service Providers Disrupting Telco Market
Source: Company data, Goldman Sachs Global Investment Research
Cloud Providers Rank Among theTop 25 Global Network Operators by Capex
Cloud Service ProviderTraditional Telco Service Provider
2015
Cap
ex ($
US b
n)
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Potential Data Industry OutcomesFuture Scenario B
• New Standards/Regulations enable vibrant data privacy environment
• CSPs, Enterprises, Governments and others Champion Privacy
• Multiple Ecosystems innovating and competing on new ideas
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Data Privacy Inflection Point?
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The Stonington Group © 2017-2019
Mar
ket P
oten
tial
Reachable MarketInnovators Early Adopters
EarlyMajority
LateMajority
Adoption Curve & Market Entry Points Tools
15
Pioneer Volume SustainerLeader Value Maximizer
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Industry Development PC Vendor Market Entry Point Example
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The Stonington Group © 2017-2019
Mar
ket P
oten
tial
Reachable Market
Pioneer
Create New Market
Segments
Volume Sustainer
Commoditize(Price & Availability)
Leader
Organize Development Ecosystems
Value Maximizer
Fast Follower(Better Features,Quality Service…)
PC PC Ecosystem Rapid PC AssemblyAnd Distribution
Affordable PC Manufacturingand Volume Sales Channels
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Possible Privacy Inflection Point
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Pioneer Volume SustainerLeader Value Maximizer
Mar
ket P
oten
tial
Reachable MarketInnovators Early Adopters
EarlyMajority
LateMajority
PrivacyInflection
Point?
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“…the star of previous era is often the last one to adapt to change, the last one to yield to
logic of a strategic inflection point and tends to fall harder than most.”
“The strategic inflection point is the time to wake up and listen.”
“Between technological transition it is very, very difficult, very expensive, very bloody to move market
segment share by even a point or two…”
Andy GroveFormer CEO, Intel® Corporation
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The Stonington Group © 2017-2019
Mar
ket P
oten
tial
Reachable MarketInnovators Early Adopters
EarlyMajority
LateMajority
Data Privacy Adoption Curve
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Pioneer Volume SustainerLeader Value Maximizer
The Stonington Group © 2019 – All Rights Reserved.
Agenda
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•Data Oceans –Cloud Service Providers Privacy Challenged
•Enterprise Data Lakes–Receiving Mainstream Attention
•Data Scientists Are Able, But Ready?–Have The Skills, But Lack Business Focus
Data Lakes Mainstream
• Multiple Sources/Mediums• Business Data Bases• Mixed Media (Audio/Video)• Social Media• Usage Behavior• Surveys…
• Behavior Explained – Privacy-Policy
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Back To Industry DevelopmentID Initiatives act to establish new markets, ecosystems, standards, solutions or customer value by:
– Defining Opportunities– Establishing Value Propositions– Focusing Investment– Aligning Resources– Engaging Media, Influencers, Pundits…– Creating or Participating in Organizations– Establishing Success Criteria– Setting End Customer Expectations– ...
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Types of Ecosystem Initiatives• Development
– Win the Developers– Create products,
libraries, APIs, SDKs…– Establish developer
communities
• Solutions– Standardize to create interoperable
products and services– Develop blueprints & case studies– Create sales alliances
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The Stonington Group © 2017-2019
Mar
ket P
oten
tial
Reachable MarketInnovators Early Adopters
EarlyMajority
LateMajority
Employment Sweet Spot
24
Pioneer Volume SustainerLeader Value Maximizer
AI & BI Tool VendorsData-Driven Consulting
Enterprise Data Employees
Employment Sweet Spot
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Agenda
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•Data Oceans –Cloud Service Providers Privacy Challenged
•Enterprise Data Lakes–Receiving Mainstream Attention
•Data Scientists Are Able, But Ready?–Have The Skills, But Lack Business Focus
End Customer Initiatives• Market Innovations and Modernization
– Educating Decision Makers on Business Benefits o Achieving maximum Return on Investment (ROI)
– Optimizing purchasing and supplier management
• New Customer Demand– Availability of new business and purchasing model
options
• Socio-Economic Benefit– Stimulating economic growth– Addressing barriers that inhibit participation or
benefit from a market opportunity
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End Customer Initiatives• Market Innovations and Modernization
– Educating Decision Makers on Business Benefits o Achieving maximum Return on Investment (ROI)
– Optimizing purchasing and supplier management
• New Customer Demand– Availability of new business and purchasing model
options
• Socio-Economic Benefit– Stimulating economic growth– Addressing barriers that inhibit participation or
benefit from a market opportunity
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Oops…
“Not My Job”I’m a “Scientist, Researcher, Engineer,
Coder...”
Industry and Customer Ecosystems Key
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Examples of End Customer Impact Outcomes q Decision criteria defined by End Customers or
neutral 3rd partiesq RFP requirementsqDecision making checklistsqDeployment specifications
q Clear value propositionsq 3rd parties (analysts…) providing value metrics and
ROI calculators q End Customer testimonials including ROI
q End Customer industry associations are formingq CxO-targeted and other industry organizationsq End Customer-focused online communities
q Vendor alliances engaging End Customers qDeployment blueprintsq Case studiesq Joint programs and offerings
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Data-Driven Job/Careers
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Every generation of developers is an opportunity to win or lose
• Business Modernization– Multi-Platform Data (API) Integration– ETL – Business Intelligence Tools– Augmented AI Service Solutions– HW/SW Platform Engineers– Solutions Architect– Technical Sales, Support and Marketing
• Data Management– Security– Privacy– Compliance– Retention– Data Policy– Advocacy– Much More Coming
• Science and Academics– Research and Development– Media Reporter/Analyst– Grant Writer– Data Scientist
Thank You For Watching
Chris Thomas - CEOThe Stonington Group
8/16/2019
The Stonington Group © 2019 – All Rights Reserved.