(upbeat music) >> Welcome back to The Cube's coverage of Fal.Con 22. I'm Dave Vellante with Dave Nicholson. This is day one of our coverage. We had the big keynotes this morning. Derek Jeter was one of the keynotes. We have a big Yankee fan here: George Kurtz is the co-founder and CEO of CrowdStrike. George, thanks for coming on The Cube. >> It's great to be here. >> Boston fan, you know, I tweeted out Derek Jeter. He broke my heart many times, but I can't hate on Jeter. You got to have respect for the guy. >> Well, I still remember I was in Japan when Boston was down you know, by three games and came back to win. So I've got my own heartbreak as well. >> It did heal some wounds, but it almost changed the rivalry, you know? I mean, >> Yeah. >> Once, it's kind of neutralized it, you know? It's just not as interesting. I mean, I'm a season ticket holder. I go to all the games and Yankee games are great. A lot of it used to be, you would never walk into Fenway park with, you know pin stripes, when today there's as many Yankee fans as there are... >> I know. >> Boston fans. Anyway, at Fenway, I mean. >> Yeah. >> Why did you start CrowdStrike? >> Biggest thing for me was to really change the game in how people were looking at security. And at my previous company, I think a lot of people were buying security and not getting the outcome that they wanted. Not- I got acquired by a company, not my first company. So, to be clear, and before I started CrowdStrike, I was in the antivirus world, and they were spending a lot of money with antivirus vendors but not getting the outcome I thought they should achieve, which is to stop the breach, not just stop malware. And for me, security should be outcome based not sort of product based. And the biggest thing for us was how could we create the sales force of security that was focused on getting the right outcome: stopping the breach. >> And the premise, I've seen it, the unstoppable breach is a myth. No CSOs don't live by that mantra, but you do. How are you doing on that journey? >> Well I think, look, there's no 100% of anything in security, but what we've done is really created a platform that's focused on identifying and stopping breaches as well as now, extending that out into helping IT identify assets and their hygiene and basically providing more visibility into IT assets. So, we talked about the convergence of that. Maybe we'll get into it, but. >> Dave Vellante: Sure. >> We're doing pretty well. And from our standpoint, we've got a lot of customers, almost 20,000, that rely on us day to day to help stop the breach. >> Well, and when you dig into the CrowdStrike architecture, what's so fascinating is, you know, Dave, we've talked about this: agent bad. Well, not necessarily, if you can have a lightweight agent that can scale and support a number of modules, then you can consolidate all these point tools out there. You talked about in your keynote, your pillars, workloads, which really end points >> Right. >> ID, which we're going to talk about. Identity data and network security. You're not a network security specialist, >> Right. >> But the other three, >> Yes. >> You're knocking down. >> Yeah. >> You guys went deep into that today. Talk about that. >> We did, most folks are going to know us for endpoint and Cloud workload protection and visibility. We did an acquisition almost two years to the day on preempt. And that was our identity play, identity threat protection and detection. And that really turned out to be a smart move, because it's the hottest topic right now. If you look at all the breaches over the last couple years, it's all identity based. Big, big talking points in our keynotes today. >> Dave Vellante: Right. >> And then the third area is on data, and data is really the you know, the new currency that people trade in. So how do you identify and protect endpoints and workloads? How do you tie that together with identity, as well as understanding how you connect the dots and the data and where data flows? And that's really been our focus and we continue to deliver on that for customers. >> And you've had a real dogma, I'll call it, about Cloud Native. I've had this conversation with Frank Slootman, "No we're not going to do a halfway house." You, I think, said it really well today. I think it was you who said it. If you've got On-Prem and Cloud, you got two code bases, >> George Kurtz: Right. >> That you got to maintain. >> That's it, yeah. >> And that means you're taking away resources from one or the other. >> That's exactly right. And what a lot of our competitors have done is they started On-Prem as an AV vendor, and then they took what they had and they basically put it in a Cloud instance called a Cloud, which doesn't really scale. And then, you know, where they need to, they basically still keep their On-Prem, and that just diffuses your engineering team. And most of the On-Prem stuff doesn't even have the features of what they're trying to offer from the Cloud. So either you're Cloud Native or you're not. You can't be halfway. >> But it doesn't mean that you can't include and ingest On-Prem data- >> Well, absolutely. >> into your platform, and that's what I think most people just some reason don't seem to understand. >> Well our agents run wherever. They certainly run On-Prem. >> Dave Vellante: Right. Right. >> And they run in the Cloud, they run wherever. But the crowd in the CrowdStrike is the fact that we can crowdsource this threat information at scale into our threat graph, which gives us unique insight, 7 trillion events per week. And you can't do that if you're not Cloud Native. And that crowd gives the, we call, community immunity. We see all kinds of attacks across 176 different countries. That benefit accrues to all of our customers. >> But how do you envision and maintain and preserve a lightweight agent that can support so many modules? As you do more acquisitions and you knock down new areas and bring in new functionality, go after things like operations technology, how is it that you're able to keep that agent lightweight? >> Well, we started as a platform company, meaning that the whole idea was we're going to build a lightweight agent. First iteration had no security capabilities. It was collect data, get it into a common data architecture or threat graph, in one spot. And then once we had the data then we applied AI to it and we created different workflows. So, the first incarnation was get data into the Cloud at scale. And that still holds true today. So if you think about why we can actually have all these different modules without an impact on the performance, it's we collect data one time. It's a threat data, you know? We're not collecting user data, but threat data collection mechanism. Once we have all that data, then we can slice and dice and create other modules. So the new modules never have to even touch the agent 'cause we've already collected the data. >> I'm going to just keep going, Dave, unless you shove your way in. >> No, no, go ahead. No, no, no. I'm waiting to pounce. >> But okay, so, I think, George, but George, I need to ask you about a comment that you made about we're not just shoving it into a data lake. But you are collecting all the data. Can you explain that nuance? >> Yeah. So there's a difference between a collect and forward agent. It means they just collect a bunch of data. They'll probably store it in a lot of space on the endpoint. It's slow and cumbersome, and then they'll forward it up into another data lake. So you have no context going into no context. Our agent is a smart agent, which actually allows us to always track the context of all these processes in what's happening on the endpoint. And it's a mini graph, meaning we keep track of the relationships. And as we ship that contextual information to the Cloud, we never lose that context. And then it goes into the bigger graph database, always with the same level of context. So, we keep the context of each individual workload or endpoint, and then across the Cloud, we have the context of all of those put together. It's massive. And that allows us to create different insights rather than a data lake, which is, you know, you're looking for, you're creating a bigger needle stack looking for needles. >> And I'm envisioning almost an index that is super, super fast. I mean, you're talking about sub, well second kind of near real time responses, correct? >> Absolutely. So a lot of what we do in terms of protection is already pushed down to the endpoint , 'cause it has intelligence and the AI model. And then again, the Cloud is always looking for different anomalies, not only on each individual endpoint or workload, but across the entire spectrum of our customer base. And that's all real time. It continually self-learns from all the data we collect. >> So when, yeah, when you've made these architectural decisions over time, there was a time when saying that you needed to run an agent could be a deal killer somewhere for people who argued against that. >> George Kurtz: Right. >> You've made the right decision there, clearly. Having everything be crowdsourced into Cloud makes perfect sense. Has that, though, posed a challenge from a sovereignty perspective? If you were deploying stuff On-Prem all over the place, you don't need to worry about that. Everything is here >> George Kurtz: Yeah. >> in a given country. How do you address the challenges of sovereignty when these agents are sending data into some sort of centralized Cloud space that crosses boundaries? >> Well, yeah, I guess what we would, let me go back to the beginning. So I started company in 2011 and I had to convince people that delivering endpoint security from the Cloud was going to be a good thing. >> Dave Vellante: Right. (chuckles) >> You know, you go into a Swiss bank and a bunch of other places and they're like, you're crazy. Right? >> Dave Nicholson: Right. >> They all became customers afterwards, right? And you have to just look at what they're doing. And the question I would have in the early days is, well, let me ask you are you using Dropbox, Box? Are you using a Microsoft? You know, what are you using? Well, they're all sending data to the Cloud. So good news! You already have a model, you've already approved that, right? So let's talk about our benefit. And you know, you can either have an adversary steal your data or you can send threat data to our Cloud, which by the way is in a lot of sovereign Clouds that are out there. And when you actually break it down to what we're sending to the Cloud, it's threat data, right? It isn't user files and documents and stuff. It's threat data. So, we work through all of that. And the Cloud is bigger than CrowdStrike. So you look at Sales Force, Service Now, Workday, et cetera. That's being used all over the place, Box, Dropbox. We just tagged onto it. Like why shouldn't security be the platform of record, and why shouldn't CrowdStrike be the platform of record and be the pillar of Cloud security? >> Explain your observability strategy, 'cause you acquired Humio for, I mean, I think it was $400 million, which is a song. >> Yeah. >> And then Reposify is the latest acquisition. I see that as an extension, 'cause it gives you visibility. Is that part of your security, of your observability play? Explain where you do play and don't play. >> Sure. Well observability is a big, you know, fluffy word. Where we play is in probably the first two areas of observability, right? There's five, kind of, pillars. We're focused on event collection. Let's get events from the endpoints. Let's get events from really anywhere in the network. And we can do that with Humio is now log scale. And then the second piece is with our agents, let's get an understanding of their, the asset itself. What is the asset? What state is it in? Does it have vulnerabilities? Does it have, you know, is it running out of disc space? Is it have, does it have a performance issue? Those are really the first two, kind of, areas of observability. We're not in application performance, we're in let's collect data from the endpoint and other sources, and let's understand if the thing is working, right? And that's a huge value for customers. And we can do that because we already have a privileged spot on the endpoint with our agent. >> Got it. Question on the TAM. Like I look at your TAMs, your charts, I love it. You know, generally do. Were you taking known data from you know, firms like IDC >> George Kurtz: Yeah. >> and saying, okay we're going to play there, now we're made this acquisition. We're new modules, now we're playing there. Awesome. I think you got a big TAM. And I guess that's, that's the point. There's no lack of market for you. >> George Kurtz: Right. >> But I do feel like there's this unknown unquantifiable piece of your TAM. IDC can't see it, 'cause they're kind of looking back >> George Kurtz: Right. >> seein' what the market do last year and we'll forecast it out. It's almost, you got to be a futurist to see it. How do you think about your total available market and the opportunity that's out there? >> Well, it's well in excess of 120 billion and we've actually updated that recently. So it's even beyond that. But if you look at all the modules each module has a discreet TAM and again, for what, you know, what we're focused on is how do you give an outcome to a customer? So a lot of the modules map back into specific TAM and product categories. When you add 'em all up and when you look at, you know, some of the new things that we're coming out with, again, it's well in excess of 120 billion. So that's why we like to say like, you know, we're not an endpoint company. We're really, truly a security platform company that was born in the Cloud. And I think if you see the growth rates, and one of the things that we've talked about, and I think you might have pointed out in prior podcasts, is we're the second fastest company to 2 billion dollars in annual recurring revenue, only behind Zoom. And you know I would argue- great company, by the way, a customer- but that was a black Swan event in a pandemic, right? >> Dave Vellante: I'll say! >> Yeah. >> So we are rarefied air when you think about the capabilities that we have and the performance and the TAM that's available to us. >> The other thing I said in my breaking analysis was 'cause you guys aspire to be a generational company. And I think you got a really good shot at being one, but to be a generational company, you have to have an ecosystem. So I'd love you to talk about the ecosystem, but where you want to see it in five years. >> Well, it really is a good point and we are a partner first company. Ecosystem is really important. Cameras probably can't see all the vendors that are here that are our partners, right? It's a big part of this show that we're at. You see a lot of, well, you see some vendors behind us. >> Yep. >> We have to realize in 2022, and I think this is something that we did well and it's my philosophy, is we are not the only game in town. We like to be, and we are, for many companies the security platform on record, but we don't do everything. We talked about network in other areas. We can't do everything. You can't be good and try to do everything. So, for customers today, what they're looking at is best of platform. And in the early days of security, I've been in it over 30 years, it used to be best of breed products, then it was best of suite, now it's best of platform. So what do I mean by that? It means that customers don't want to engineer their own solution. They, like Lego blocks, they want to pull the platforms, and they want to stitch 'em together via API. And they want to say, okay, CrowdStrike works with Okta, works with Zscaler, works with Proofpoint, et cetera. And that's what customers want. So, ecosystem is incredibly important for us. >> Explain that. You mentioned Okta, I had another question for you. I was at Reinforce, and I saw this better together presentation, CrowdStrike and Okta talking about identity. You've got an identity module. Explain to people how you're not competing with Okta. You guys complement each other, there. >> Well, an identity kind of broker, if you will, is basically what Okta does in others, right? So you log in single sign on and you get access. They broker access to all these other applications. >> Dave Vellante: Right. >> That's not what we do. What we do is we look at those endpoints and workloads and domain controllers and directory services and we figure out, are there vulnerabilities and are there threats associated with them? And we call that out. The second piece, which is critical, is we prevent lateral movement. So if credentials are stolen we can prevent those credentials from being laundered or used and moved laterally, which is a key part of how breaches happen. We then create a trust score on those endpoints and workloads. And we basically say, okay, do we think the trust on the endpoint and workload is high or low? Do we think the identity, you know, is it George on the endpoint, or not? We give that a score. And we pass that along to Okta or Ping or whoever, and they then use that as part of their calculus in how they broker access to other resources. So it really is better together. >> So your execution has been stellar. This is my competition question. You obviously have competition out there. I think architecturally, you've got some advantages. You have a great relationship with AWS. I don't know what's going on with Google, but Kevin's up on stage. >> George Kurtz: Yeah. >> They're now part of Google. >> George Kurtz: We have a great relationship with them. >> Microsoft obviously, a competitor. You obviously do some things in, >> Right. >> in Azure. Are you building the security Cloud? >> We are. We think we are, because when you look at the amount of data that we actually ingest, when you look at companies using us for critical decisions and critical protection, not only on their On-Prem, but also in their Cloud environment, and the knowledge we have, we think it is a security Cloud. You know, you had, you had Salesforce and Workday and ServiceNow and each of them had their respective Clouds. When I started the company, there was no security Cloud. You know, it wasn't any of the companies that you know. It wasn't the firewall companies, wasn't the AV companies. And I think we really defined ourselves as the security Cloud. And the level of knowledge and insights we have in our Cloud, I think, are world class. >> But you know, it's a difference of being those- 'cause you mentioned those other, you know, seminal Clouds. They, like Salesforce, Workday, they're building their own Clouds. Maybe not so much Workday, but certainly Salesforce and ServiceNow built their own >> Yeah. >> Clouds, their own data centers. You're building on top of hyperscalers, correct? >> Well, >> Well you have your own data centers, too. >> We have our own data centers, yeah. So when we first started, we started in AWS as many do, and we have a great relationship there. We continue to build out. We are a huge customer and we also have, you know, with data sovereignty and those sort of things, we've got a lot of our sort of data that sits in our private Cloud. So it's a hybrid approach and we think it's the best of both worlds. >> Okay. And you mean you can manage those costs and it's, how do you make the decision? Is it just sovereignty or is it cost as well? >> Well, there's an operational element. There's cost. There's everything. There's a lot that goes into it. >> Right. >> And at the end of the day we want to make sure that we're using the right technology in the right Clouds to solve the right problem. >> Well, George, congratulations on being back in person. That's got to feel good. >> It feels really good. >> Got a really good audience here. I don't know what the numbers are but there's many thousands here, >> Thousands, yeah. >> at the ARIA. Really appreciate your time. And thanks for having The Cube here. You guys built a great set for us. >> Well, we appreciate all you do. I enjoy your programs. And I think hopefully we've given the audience a good idea of what CrowdStrike's all about, the impact we have and certainly the growth trajectory that we're on. So thank you. >> Fantastic. All right, George Kurtz, Dave Vellante for Dave Nicholson. We're going to wrap up day one. We'll be back tomorrow, first thing in the morning, live from the ARIA. We'll see you then. (calm music)

(techno music) >> Announcer: It's the Cube, covering Sapphire Now 2017, brought to you by SAP Cloud Platform, and HANA Enterprise Cloud. >> Hey, welcome back to our exclusive SAP coverage here in our studio in Palo Alto, our 4,500 square foot studio. I'm John Furrier. Our three days, we're on third day, of Sapphire Now 2017 coverage. I'm on the phone with RJ Bibby, who's the SAP Global Alliance Manager for SAP. Handles the relationship. RJ, great to have you on the phone and thanks for calling in from Orlando, really appreciate it. >> RJ: You bet, John. Love the Cube. Love SiliconANGLE. We're great partners. It's been a great week and looking forward to talking to you about it. >> Tell us what's going on on the ground. First, give us the updates on day three. So, pretty much everyone's coming-- And always a great activities at night as well. So, SAP, a lot of business done during the day. They work hard. They play hard. But, day three, what's it like? What's settling in as the storylines for Sapphire 2017? >> RJ: Yeah, absolutely. So, you're starting to feel-- You've gone through about-- We're in our third tour. For the partner's community, we're in day four, cause we had the partner day. Last night was the big partner night. We actually NetApped with our partners with Cisco and KPIT did a private event at Universal Studios at the Jimmy Fallon Theme Park that was highly successful. What was great about today, was in the morning, we kicked off will Bill McDermott on stage with Kobe Bryant and Derek Jeter. And it was all about leadership and mentorship and experience in being in the business, whatever industry that you're in for so long and how you just stay creative, hungry, and passionate. And it was packed. One of the comments was they couldn't believe, on the day after the big party night of all the partners that you still have a lot of energy on the floor. Ultimately, it's still about data, which is great for our business that we can get into at NetApp. There's a lot of buzzword bingo going on here, John, all week, whether it's machine to machine, blocked chain, Cloud-- And at the end of it, it's still our customers who we've talked to a lot this week, and wow. What are we going to do with out data? How do we analyze it? And how do we improve that user experience based on all this data that we have? And I think that's one of the things that I see on the floor that's almost overwhelming with the amount of people, 30,000, all the partners. Just a lot of information. And lastly, I'll say, the good news with that is everybody is hungry for content. Whether it's a mini-theater, whether it's at one of the booths, interactions one-on-one, it's people are hungry for what is happening in the industry. And I think that's exciting for all of us. >> Well, we do our part and try and get as much coverage as possible, even if we are going to do it from Palo Alto. Question for you on NetApp. I mean, you guys have been-- The scuttlebutt in Silicon Valley is that NetApp is doing very well with the Hyperscale (mumbles). I know for a fact. I've interviewed the former CEO and others within NetApp. They were really on early with AWS. And obviously, AWS a big part of the announcement at Sapphire. So, you guys are kind of like getting these relationships with these key players. It's changed a little bit of the business model, or culture within NetApp. What's different about NetApp right now? With resect to some of the big players that you've had relationships with. It's not this new relationship with SAP. You guys have a deep relationship. What's changing as the CloudWave hits, as the DataWave hits? Those are the biggest waves hitting the world right now. How are you guys playing in that world? And share some insight there. >> RJ: Absolutely. Great question. 'Cause the world is going through digital transformation and so is NetApp. So, we are actually celebrating our 25th year as a company right now and we've been a traditional, global technology and data management company. And, the digital shift to Hybrid Cloud is where we're moving. So, specifically with partners like AWS, Microsoft and Azure, the Hyperscalers like CenturyLink, it's how we can help our customers really collect, transport, analyze, protect data, in whatever environment they want to hold their data. Whether it's On-Premises, if your in a Cloud, you can choose whatever Hyperscaler you want. You still have to deal with the data. And then, how do we manage it? How do we consume it? Where is dead data that needs to be taken out? So, data's the currency and with our data fabric methodology and tools from software, hardware, we're really able to help manage that complete life cycle, whether it's SAP, or any other type of environment we hold. So, the exciting thing for us, and the stock prices is showing that at an all time high, is what Bill McDermott said on Monday, in the keynote, or excuse me, Tuesday, "Data is the currency. "Our new mission statement is we're trying "to empower our customers to change the world with data." So, back to the buzzWord bingo comment I made earlier, we're still dealing with fact that we have all these great technologies: all these censors, machine-to-machine, On-Print to Cloud. At the heart of everything is the data and what you do with it. And I think that one of the things that NetApp does and the best in the world of, is we continually evolve digital transformations with the tools on how we deal with data. So, that's high level. >> How about the data dynamic? >> Data is the fundamental story, in my opinion. Cloud has been around, the Clouderati. We were part of that from the beginning. Now, Cloud is mainstream. Amazon stock prices looking like a hockey stick now, it's going straight up. But, that took years of development, right? I mean, you saw the Cloud formation coming, really, in the mid-2000s and then, really at 2008, -09, -10 was the foundational years and then the rest is history. Data's now going through the same thing. As people get over themselves and say, "Okay, big data's not a dupe. It's everything." IOT is certainly highlighting a lot of that. SAP has recognized that legacy systems have to move to a MultiCloud and certainly multi-vendor world in a whole new way. But, at the end of the day, you still got to store this stuff. So, that's your business. How are you keeping up with the moving train of data as is architecturally shifts in the marketplace? >> RJ: Great question. I think that we have some of the best minds in Silicon Valley. Again, been there 25 years. I think with the deep relationships we have with companies like SAP. On the front end, I think the one thing that we bring as a value to SAP is the consumption model, life exists. Through owning the data and the user experience, we're able to enable and accelerate the license consumption to the edge. Right from application in to the system. From an architectural standpoint, it still comes down to the thing that we are creating and blabs and launching around, like the data fabric, the tool system, really software. The software that can help from an analytical perspective affect the user experience. Everybody wants it live. And the other part is the data protection and the DR aspect of it. And I think that's another core competency that we're continuing to develop as a service for the customer. So, I hop I've answered your question. >> Yup. >> RJ: But if-- >> (mumbles) a bottom line then, why NetApps? Say I'm a customer. Okay, I get the SAP. Why should I go with you guys over new the Delium see powerhouse over there, or the White-Box Storage? >> RJ: At the end of the day, we are best at capitalizing the value of data in the Hybrid Cloud. Nobody can help collect, analyze, test, and do life-cycle management live like NetApp can. And that's the reason that we are going more upstream, selling like we say at EPC, always selling to the CXO. I think we're changing the landscape from a true storage company on the infrastructure side to a full end-to-end Hybrid Cloud data management portfolio company. And it's been proven by the acquisition of Salazar from bringing Slash in to the portfolio, our cloning, and snapshot capabilities. So, anywhere in the stack at any time during the day when you're looking live at your operations or your data that you can take live snapshots. Just so if there's a glitch from a data protection side, or there's some type of spike from a request on the ticketing side or demand side of your system. So, I think that's some of the things that we're differentiating. And that's the reason that the AWSs and the Azures and the SAPs are so excited about co-innovating together to again, improving the customer experience with their data. >> RJ, final question. What's the net-net? What's the bumper sticker for you this year at Sapphire 2017? What's the walk-away revelation? >> RJ: Well, I think from the SAP side, it's the revelation on the push of Leonardo. I think that SAP-- I'd like to see them continue to hone out the 'what' and the 'if' from partners with Leonardo from blotching in machine-to-machine and IOT. For us, it is the beautiful fact that now at the center of everything that SAP and the ecosystem is trying to do is around the data side of it and it's the actual currency. And the fact that we have kind of the leading-edge tools to enhance the customer experience with our platform for customers' and partners' data is really, really exciting for us. And we're excited. We're all psyched to be partnered with the Cube. And everything we do is in the Cloud. So, I'm here to help. >> Alright. >> RJ, thanks so much for takin' the time callin' in from Orlando. RJ Bibby, SAP Global Alliance Executive with NetApp. He runs the the relationship with NetApp. And again, it's been a long-term relationship. I remember takin' photos on my phone, way back in the day, years ago. So, not a new relationship and continued momentum. Congratulations and thanks for sharing the insight from Orlando. 'Preciate it. >> RJ: You bet. Thanks for the partnership. Have a great day. >> 'Kay, more coverage from the Cube in Palo Alto on SAP, Sapphire 2017 after this short break. Stay with us. (techno music)

>> Announcer: Live from San Francisco, it's theCUBE. Covering Informatica World 2017. Brought to you by Informatica. (light techno music) >> Welcome back to theCUBE. We're here at Informatica World 2017. We're going from the morning to the night, today and tomorrow, to talk about some of the things that are happening in the world of data management, analytics, master data management, etc. Very, very important topics. And I'm Peter Burris, and we're going to spend a few minutes now talking with Ansa Sekharan... >> Got it, Sekharan >> Sekharan, sorry Ansa, I got it earlier. Ansa Sekharan, who's the executive vice president of Informatica global customer support and the head of the Informatica University. Thank you for coming on theCUBE . >> Good afternoon, Peter. Thank you for having me on theCUBE . >> So, global customer support. Big issue when a company's going through a lot of transformation, compounded by the fact that your customer base is going through a lot of transformation. Business as well as technology. When you take a look at what's happening, 3000 people to show, what is the most important set of messages coming out about global customer support? >> At Informatica, the tagline says great products are just the beginning. As customers make this investment, we have a great services arc which looks at the investments customers make, and see how they can help their desired outcomes. At Informatica, when you look at innovation, you hear a lot about products. You see a lot of great launches. We have a very similar strategy in support. Every four years, we kind of come up with a major version of support offerings to keep up in line with our product innovations, and also to meet customer innovations. Right, so in every two years we have a minor release. So we look at our services as a product. Like the saying goes, we want to make sure our customers do not have to call in. So we have a lot of emphasis on quality, and the great interlock with RND. Make sure, we have been ranked number one in customer loyalty for eleven straight years in that regard. So, we want our customers to take away that support and services is viewed as a product here at Informatica. >> Well I want to push you on that a little bit, and I think this is an important point. In the world of, characterized by a significant amount of change, it's important, I think, that we draw distinction between inventing something and innovating, where invention's an engineering duty, or an activity, and then innovating is a social activity. So we create something new, and then through the innovation process, we get people to use it. So I like the idea of looking at support as a source of innovation in of itself, but talk about how that lines up with the idea of support to help make or ensure that customers are successful. >> Right, it's two parts. It's like how you build the relationships, along with automation. In this age of customers, a lot of emphasis is placed on how customers can do self-service and so on. So a lot of great innovation has been built on the portal. We leverage machine learning and AI, and we have built a great platform to have the customers learn best practices, and find the needs and answers for the most common questions. But, we're an enterprise software company. About 85% of business comes from existing customers, and we enjoy great renewal rates of about mid-nineties. This is only possible if customers are realizing value from our products. So, we pride ourselves on our relationship. We have a customer success team, which also is emphasizing how do we drive desired outcomes. People ask what is desired outcomes? When you make a purchase, there is an expectation of an outcome. That outcome, in conjunction with your effort, the experience makes it desired. So, that is where as we pivot to a subscription company, that is all the more important. Customers now sort of rent our software, when they are on subscription. The onus is on the vendor to make sure you build on the relationship, and you deliver value back to our customers. That is where we our very different. I think, to answer your question around innovation and we combine that with relationships, it's a great combination. >> So let me push you on one other feature there. So, the difference is in innovation on premise or license software is a little bit different than the innovation process associated with Cloud oriented or subscription oriented software. On the one, you get the invention, customer installs it, you might help them install it, you might help with a little bit of support on it, or they are largely responsible. But in the Cloud, the whole notion is you're actually getting the service itself and not necessarily the software. How does the concept of customer support change as you move in to a subscription Cloud oriented world. >> So when you are on the Cloud solutions, you have the meta data of the customer. You can measure every click, you know exactly what the customer is doing and not doing. So we have a product called Discovery IQ, which mines that information and offers recommendations on how the customers could better leverage our products. >> To your team. >> To your team and back to the customer. >> And back to the customer. >> Now on an on-prem product, we help in installation configuration. But the software is running on the customer's premises. That's where we have built in supportability tools which can share meta data back, so that we can understand what phase of the project the customer is in. You heard of a product called Ops Insight, which we just launched. That's a Cloud based product which connects with our on-prem products so that it gives you a window into what the customer is even doing on-prem. The more we know about the customer, the better we can serve them. Some customers are very forthcoming to partner with us, and whenever we have a customer success manager we have great collaboration, we know the milestones, we can orchestrate, how we should march the customers towards the milestones. But, if that level of communication is not there then we have to rely on supportability tools to get the meta data back, and then we push information back to the customer. >> And that notion of a road map or a journey to get to the outcome is crucially important. >> Extremely important, and in fact, we want to build those features in the product. Today if you take a master data management product, the data model is the foundation. Today we are able to collect the data model and look for patterns to see if there is a better data model that we can recommend to the customers. Because if the foundation is not right, months later, potentially there could be issues around scale and so on. What we've been able to do is detect that very early on to offer better solutions to customers and we're talking about solutions data models varied by life sciences, varied by health care, financials. We are able to leverage this knowledge and share across customers. This is not customer proprietary information, just the foundation data models and this what our consulting services team is also able to go on-site and leverage it further. >> So the historical interaction between a software vendor and a customer, typically was around those characteristics of the product. The speeds, the performance of the product, what was required of it, how to configure, how users used it, the interfaces what not. As you move more towards solutions, especially in a period of significant transformation. Now you're talking about how a product does or does not support a business capability. In the world of analytics, it's becoming increasingly obvious that is a strategic business capability that has to be put in place. That means that your support people are moving from deep understanding of the product, and being able to convey that, to having to have a better understanding of the capabilities that the customer is trying to achieve and helping them work through that process. Have I got that right? >> Right, so one of our focus areas currently is the topic of services convergence. In the past customers would make a product investment, support is mandatory, it gets bundled in. They have to make separate purchases for professional services and education. As we pivot to subscription, we're kind of bundling the services along with the subscription. So we are coming up with some innovative solutions later in the year, where as part of the subscription which the customer is signing up for, we're going to offer a five-day consulting services package, or a ten-day services consulting package, included in the subscription. Why are we doing that? When we talk about driving business outcomes, we are talking about, if you are really serious about accelerating those outcomes, you ought to make that investment up-front. And in the case of ... >> Both parties do. >> Both parties. It's a partnership you got to build. >> In many respects, it's a test of almost the seriousness of the customers. That the customers. Are you going to invest your time, and not just your money in to this process. >> Ansa: It's not a one-way relationship. >> Absolutely >> It has to happen both ways. So when the professional services goes on-site, tries to understand what's the business imperative the customer is embarking on. That information is shared back with customer support. So we have an idea. The support folks are still going to be product line focused but the domain knowledge, in terms of solutions, we're trying to address it through our solution architects in professional services. So what is unique is, beginning of this year we launched something called a Support Accelerator. >> Peter: Support >> Accelerator >> Peter: Okay, Accelerator, yup. >> Yes, so you talk about big data. In my experience, like I said, I have been with Informatica for 21 years. When it comes to big data, I have never seen a technology which is changing so rapidly. It's getting disrupted every quarter I would say. So we realized customers have to look at security, the hadoop distribution, and those hadoop distributions change pretty rapidly. It used to take them, could take them weeks, just to install and configure the product. >> Peter: Correct >> No fault of Informatica. Just the complex ecosystem. So we come up with the Support Accelerator, we have some checklist. We'll get this information from the customer, we'll remotely install and configure the product in days. >> So you just gave a great example of exactly what I mean by the difference between invention and innovation, where hadoop is constantly inventing but the customers need help with the innovation side. To get it adopted, to get it applied, to get it used. So they can create value in and of itself embedded in their business practices, and that's essentially what your focusing on with some of the support regimes. >> This notion of support accelerator is focused on installation and configuration. With the example I gave you, we just could shave off a couple of weeks. We are expanding this to other product lines, ideal EIC, and then we are going to be offering upgrade services. When I talk to CIOs, they want to know as I upgrade to the latest version, you have my meta data. Tell me what value am I going to get with the upgrade. I know it's going to be supported, the latest certifications if you can tell me if this feature is going to run X times faster. If there is some configuration that I need to change so that I am better leveraging the features in the product. That's the path we are on. I think we have made great strides on the Cloud side of the house. We have a product called Informatica Discovery IQ, which can make the recommendations we have to replicate the success on our on-premises solutions. That's what we're trying to do with Ops Insight product. >> So I used to do a lot of research around a particular topic, and that was a customer journey with an IT organization. Turns out, that the CIO is most involved in the discovery process, and then that first application process. Discovering the characteristics solution and then ensuring that they are going to get value out of the product, that first project plan. And the reason for the discovery is because the business is typically is finding out that something is not working right, and brings it to the CIO's attention. But interestingly, it's not at the moment that they buy, it's after they buy and sitting down with the team and making sure that the business gets value out of the purchases, and that's where your guys shine. >> Right, and do you know? We want to come up with a success plan with the right milestones along the journey. Through our customer success team, we want to orchestrate this journey. The role of customer success management is like, how do you orchestrate this journey as you go through these various steps. Customers' outcomes are also evolving. Especially in the case of big data. I read an article that said companies, only if they have a business strategy which leverages big data, they have a higher degree of success. Not the other way around. >> Peter: Right >> You know what I'm saying. >> Peter: Oh totally, 100%! >> And when customers make this investment sometime it comes from top down and working with the customer success team understanding with what they want to do. The good news is most of our customers are very happy with our current implementation strategy. So they have a mandate to go big data. So we kind of tell them, "Hey what's your work loads? "You want to do data warehouse optimization, "you're going to shift from teradata to hadoop. "Here is how we will do it, here is the blue print." We've been able to share some of our success stories with other customers to them. It's all about accelerating the journey for them. >> But it certainly is not about getting a cluster. >> Ansa: No >> Deploying hadoop and looking at it and say, we are done. >> Ansa: That's step point one. >> That's exactly right. And increasingly because you can now buy a lot of that as a service, it may not even be step one anymore. >> Ansa: Exactly >> It's an option that you may not choose. So as you think about where customer support, in the context of Informatica's journey, can you give us just a couple of insights as to where you think the customer support concept is going to be in a couple of years? >> A lot of emphasis is going to be on service automation, and the other big board level priority at Informatica is this customer experience. You talked about the journey mapping. It has a story-telling element, and it has a visualization element. As customers come to our website, have awareness, become a prospect, a lead, make a purchase, we land, adopt, expand and renew. A gamut of interactions across the board. We're now going to be focusing on optimization, every step of the journey. We're going to find the moment of truth, which would yield the biggest value to the customer have an outset in approach to validate that. What this has given us, the customer experiences have a cohesive strategy which cuts across all functions. Before we had KPIs on a functional basis, now we have KPIs on a horizontal basis. >> Peter: Tied back to customer experience. >> Tied back to customer success. Can we get them to go live faster. >> Right. >> Are we getting them to renew on time. So these are metrics which are shared by every function within Informatica, not just the renewals team, not just the support team. I think with the emphasis from the board and with the support and investments we are making, I think this is going to take us to the next level and I'm pretty excited about it. >> Excellent! So Ansa Sekharan. >> Sekharan >> Thank you very much. Just to let everybody know, with Informatica longer than Derek Jeter was with the New York Yankees. >> Here you go. >> 21 years. >> Thank you Peter. >> Thank you very much for coming on theCUBE . So, Ansa Sekharan is the executive vice president of Informatica's global support and service organization. Once again, thank you for being here and we'll be right back with more from Informatica World 2017, in a few moments. >> Ansa: Thank you. (light techno music)