>> Live from Washington DC, it's theCUBE. Covering Inforum DC 2018. Brought to you by Infor. >> Well good afternoon, and welcome back here on theCUBE as we continue our coverage here at Inforum 2018, live from Washington, DC. We're in the Washington Convention Center centrally located, I got to tell ya. The White house less than a mile that way, Capital Hill's just right up the street as well. We're kind of caught in the middle. Bad spot to be these days! (laughing) >> I hope you're not setting the tone for this. >> We'll leave that alone. >> I like being in the middle, personally. (laughing) I'll take it from both sides. >> When you sit in the middle of the road, there's a six inch yellow line, you get it equally hard from both sides. >> Bring it on! >> So, lets stay away from that. Dave Vellante, John Walls and Rod Johnson, who is the EVP of Manufacturing and Supply Chain, and the GT Nexus Business Unit at Infor. Rod, good to see you Sir! >> Great to be here, thanks guys. >> You're okay with being in the middle? >> Yeah, sure! Yeah, of course. >> Independent thought, right? I love it. >> Middle of the road. It's the place to be. >> So you're the new kid on the block, right? >> One of them, yeah. >> You've been here, just at Infor for a few months now, assuming the EVP role. How's it been for you so far? >> Hey, it's been a breath of fresh air. I was 11 years with one of our competitors, the Oracle Corporation. Its quite a breath of fresh air. Go with a company that's agile, innovative, much more customer centric. I think the timing is perfect for a company like Infor, that's really grown up in these key industries and working with customers for over decades. Now its made this transition to the Cloud, and now I think all the markets are waking up. It's not just CRM or HR, they're looking at: How do I take advantage of all this innovation, the Cloud's the platform, and who's the companies that really understand our type of business, whether you're a distribution company, or a food company, or an A&D Company. So it's a great time to be here, there's a lot of good energy, a lot of good innovation. A lot of good buzz from the customers about what we're doing. >> Necessity is the mother of invention, as the saying goes. I mean, you're right. The model of just having an install base that you can have locked in and just keep milking is very hard to do these days. Unless, you know, some of the private equity guys have done it, that's clearly not the case here at Infor. You know, Oracle is successful at it. I think it's because they do spend a lot of money on R&D, but boy oh boy! That model, you can't just go and reinvent that. >> Right. >> You're going to fail. >> Right. >> And if you're trying to hold on to that model, maybe they're the exception that proves the rule, but you're going to be toast. You know, in the long run. So you see what Amazon's doing, you see what Microsoft; how Microsoft completely pivoted away from that model. >> Right, Right. >> And Infor's riding that wave. >> Right, right. Hey, this is a business model. Fundamental business model change. You know, we can talk a lot about the technology, but transitioning from a product company that sells a license that sits on a maintenance base is a model that's no longer viable for what customers expect. They want a service provider that's delivering continuous innovation in service, and that's a big change. That's a big change to how we engage with our customers, how we support them, the service levels we're committing to. So, I lived through a bunch of that stuff at Oracle, transitioning to the cloud had a role for the last six years; doing that both from a sales and a global strategy role. Here, we're trying to do it better, faster, and never lose sight of the customer. >> So, you've serviced the manufacturing sector. >> Yeah, yeah. >> It's still a lot of Infor's business that install base and that maintenance. You're in the process of transitioning those customers. >> Yeah. >> So, that takes a lot of care, a lot of feeding, cause anytime there's a transition everybody wants a piece of that action. So how's that going, what's the conversation like, and why should they stay with Infor? >> The conversation is, One: We really believe in a pragmatic business-led path to the Cloud. There's not going to be any forced march, no technology agenda that's going to drive us. It's got to be driven by value. We've got to present a business case to them that makes sense. That makes them more productive, now allows them to better engage with their customers, delivers innovation to their supply chain. So that's what we're spending a lot of time talking about. What's the case for change? What's the business case for change? I mean, all of the stuff about operating the Cloud, the service levels, potential total co-services, great! But, at the end of the day we deal with pretty, we're dealing with manufacturers. They're pretty down to earth. They know that they make their money building stuff, and shipping stuff and servicing that product. So we got to be engaged at that level, to show them how we help them do that better. I think the excitement is growing. That they recognize that there is real net new business value, new innovation that could really help their business. >> So lets talk about that. Forced march is a powerful phrase and you certainly see that in the industry. Thinking about supply chain, and the opportunities to drive even more efficiencies out of the supply chain, maybe through automation, we've heard a lot about RPA. >> Yeah. >> Maybe even bring back some of that offshore manufacturing. >> Right. >> That's certainly a conversation >> Right. >> that's going on in your world, so talk about that a little bit. >> Yeah, so one of our diamonds in the Infor portfolio is a product called GT Nexus. Which is, its been around for about 20 years. We have 65,000 companies around the world who are operating on a common network based platform that provides supply chain visibilities, supplies supply chain financial processing. Connects brands to their manufacturers to provide all the visibility and control and that. So, that's a powerful capability because you're right, it's an incredibly dynamic time. With the change of trade wars, weather events that are ever increasing. The supply chain's a very hard thing to manage. So if the asset is we've got a platform that enables companies to connect much deeper in their supply chain then use that information to make far better decisions on how they get their products to their customer at the right cost. So, and I see, you know the supply chain market, I always think of this transition to Cloud in waves. You know, we had the first wave breaking was the sales. Then the HR, the finance function. Operations in supply chains is the one that's cresting on the horizon. And you know, keep that going, we've got our surfboards in the water, we've got great capability. And we're really, really excited about what we can do for our clients! >> You got to ride the waves or you'll become driftwood >> How big is that wave? >> Well, hey that's the biggest market, right? I mean, you look at the size of the Enterprise software spend. Core ERP supply chain industry functionality is the big piece. It's probably two. It's probably by an HR, CRM, financials together, and it's not even as big as sort of the industry supply chain, manufacturing, procurement market core ERP market. So, its big! Its a big opportunity, but it requires a much more sophisticated response because you talk to our customers they're like hey, we operate our plants 365 days a year, three shifts sometimes in peak seasons. We can't afford an environment that isn't mission critical, that doesn't step up to service levels. So, you know, we're working really hard to address the mission critical system challenge, not just the benefits and payroll. >> So, there's certainly an opportunity with AI, with machine learning, certainly more analytics, bringing that to the manufacturing world. >> Oh yeah. >> So that's clearly fundamental to your strategies. >> Yeah. >> Is that, in your view, the tipping point to get really this whole market moving? >> I think. I mean I would agree with you. Its sort of an accumulation of digital capabilities. Certainly, mobility's sort of proved that its important, but its a little bit of a nice-to-have. Some of the innovations around user experiences, is really important but nice-to-have. I think that is the game changer. When you can use data as a weapon, a competitive weapon that you can make decisions faster, and how you discount your product or how you identify shortage faster than someone else. That's where, there's real money that comes out of that. >> What about Block Chain? We hear a lot about Block Chain in the supply chain and cutting out the middle man. We haven't heard much here about it, its not something. We're going to ask Charles. Somebody said to me, Once Charles gets on it, boom the company is behind it. >> Yeah. >> But, how real is that in manufacturing and supply chain specifically? Is it just way too early? Do you think there's potential there? Have you looked at it? >> Obviously we've looked at it, we've worked on with customers on prototypes. There's a couple areas, you know, there's a lot of hype as you guys know. You talked to a lot of us, a lot of hype in that space. It's certainly unproven in a lot of areas. But we think in the area of supply chain financing, Block Chain has a very, very powerful, you know, where you have multi parties, you've got suppliers and logistics companies and banks all who need a piece of information. We need distributed capabilities around that. We think there's a big potential in some of that area. We're talking. We're working with some of the banks on that. We think in the area of getting deeper into the supply chain around sustainability, to the ethical and traceability of the Supply Chain. You know, where you're goin down. Yeah we got customers in the pero business that are going down to the farms. They want to know exactly the lineage of all of their stuff that's going into their product that's ending up in a consumer. That's potentially a more efficient mechanism, to have all these different entities collaborating on a distributed model. So, I mean; and especially if we talk about the GT Nexus Network. There's natural extensions to it. That it already is a common platform that is serving a wide variety of companies, logistics companies, and manufacturers. So there's a lot of natural exit points from that, sort of, that integrated network to support a couple of these more extended processes that are a little bit more distributed. >> Yes, the smart contracts maybe fits there, and you talked about distributed a couple of times. What about IOT? The pendulum seems to be swinging now. Obviously Cloud is hot. Its got a re-centralization. But IOT's a whole new world. You get a lot of IT companies kind of pushing the IT model top down into operations technology and we don't think that's the way it's going to work. That the OT guys are actually going to drive the standards and the trends. What are you seeing? >> Well I think yeah hey, the people that have the, that make the equipment, you know, make the pipelines. Hey, obviously they got a big stake in this. You know, they understand how their kipid works, they know how to attach the sensors. They know how to translate things that are going on in the machines into data. We're going to be, and we're going to be taking that data, and how do you connect it to a business process. That's something that they don't understand. They don't understand how a heat event could translate, could connect to a maintenance process and how do you deploy a technician with the right part to go in there so they can offer some proactive service? So I think there's going to be a very tight partnership, where people coming from the equipment up, or the asset up, connect with the people that understand process analytics and sort of execution. >> Yeah. You talked about sustainability there just a moment ago, so obviously companies, their focus is changing in that regard. Right? People are paying more attention, a lot of that is being customer driven. >> Right >> At the same time too, in terms of distribution, in terms of manufacturing, customer expectations are changing too. Right? >> Right. >> We expect things on a much different time table. >> Absolutely. >> So how are you helping your clients recognize all those things? Like you're thinking about tomorrow today, and trying to get them to address that in terms of their technology plays down the road to meet these really fast changing demands. >> Yeah, I mean one of our really dominant industries is distribution. You know, probably three out of five distribution companies around the world run our software. So distribution is a space, typically between the manufacturing world and the consumer or the retail world is under tremendous pressure. While Amazon is inching into distribution centric industry so there's a lot of pressure from that, but there's also rising expectations that you have to do instantaneous fulfillment. That you have to provide complete visibility into where my order is, when am I going to get it, because I don't want to carry this supply. You got to carry it. So we're seeing a big rejuvenation of that industry, a little because of the pressures driving them to rethink e-commerce, to rethink the types of services they're providing to their companies. That even in some cases they're sneaking into retail, and having that type of experience because they need to compete in different ways. And I think that's always, the industry change is good for companies like us that have a lot of experience in the industry cause we can help them! Ya know, and they need a catalyst, right? They need a catalyst to go out and change and rethink how they operate, and it's created a pretty interesting opportunity. >> So, I wonder Rod if you could talk a little bit about, I know you're only a few months in, but just your impressions of the differentiation. Give us the bumper sticker pitch. Why Infor? How are you different? >> So, I mean, three things. Just netted out three things. Industry, and we talk a lot about industry. We talk a lot about last mile, its real. Its compelling to our customers. They're tired of having to finish the software for the vendor at their site. They want the provider to finish the software and take it to meet their unique needs. Two is I think even though we're smaller than some of the big, big names out there, I think pound for pound we out innovate almost every company. And I can talk very specifically, transitioning from a very, very large competitor. When you're actually looking into the detail of what we've actually delivered around AI, or what we've actually delivered around analytics or mobility, and pound for pound we fight way above our weight on that front. And I think, you know, if you look at even what we've done at Hook and Loop Digital over the years, the types of proof points we have with customers are something that very few of our competitors could boast. So I think, digital over use term, but just sort of understanding how this new technology works and being able to translate that to our customers is huge. And three, is culture. I think we have a fast oriented culture. There's not a lot of levels. We can cut through the nonsense for our customers pretty quickly. We organize around our customers, we don't have 3,000 sales teams trying to sell them piece parts so we can do the solution thing. And we're really working hard to differentiate on customer centricity. I made the comment yesterday at our executive forum that, in general, service at Enterprise Software stinks. You wouldn't accept, ya know, if a retailer was treating you the way the average Enterprise Software, you wouldn't accept it, right? You'd go somewhere else. We've had the benefit, or we've had customers that have such big investments in us, they have to deal with it. And we need to, we have an opportunity to fix that, to change that, to really reorganize and reorient our customer around the outcomes that matter to them. And its so important, if they're going to trust us. And its really about trust. They got to trust us to run their applications, our mission critical applications in our Cloud. We need to really change the game on that front, and we're doing a lot of things structurally. Like for example, maybe someone talked about were taking development customer support in Cloud operations, integrating that into a common organization. So, there's no finger pointing. If something goes down, its not well its the network, Its a bug, Its a knowledge issue. It's one team that's accountable for making sure that we resolve that issue rapidly. Same on the field side. So now we're organizing for manufacturing and distribution. Really, all the resources we need to both sell and service, deliver for our customers in a common team, so there's accountability. And on both sides. There's our product side, product and Cloud ops side, there's accountability and from a sort of customer engagement or accounts management accountability. And then, you know, we got to do a lot of things around service and automation, and better, proactive. We're running their cloud, we should be able to tell them, hey, this isn't running optimally. We need to come in and do this change. I mean, that's where we need to get. That's where the industry needs to get. And we want to get there first. >> Well, you're on the right path. >> Yeah. >> Again, congratulations on the new position, >> Yeah, thank you! >> and we appreciate the time here today, and wish you all the best down the road. >> I appreciate what you guys do. I love your show and content. >> Thank you, Rod. We appreciate that. Thank you sir. Back with more here on theCUBE. We are at Inforum 2018. We're in Washington, DC. (electronic jingle)

(electric upbeat music) >> Live from Washington D.C. It's theCUBE. Covering Inforum DC 2018. Brought to you by Infor. >> Well welcome back here on theCUBE along with Dave Vallante I'm John Walls as we wrap up our coverage here at Inforum 18, Washington D.C. Nations capital. Again just saying which we are between Capital Hill and the White House here. And just on top of the show floor Dave had a chance to check out the goings on down. So good feeling here. Good vibe on the floor. Good feeling on the Keynote stage. I know tomorrow, good lineup as well but just your thoughts as we wind up here on day one. Well I think Charles Phillips is an awesome host. I mean first of all he looks great up there. He's tall. He's thin. He's got has this awesome suit on. I mean the guy is just dressed impeccably. Add to that his mind. I mean he's a very clear thinker, a clear strategist. He's able to articulate the value, the strategy that Infor has and has had for quite some time and the value that it brings to customers. So I really like listening to him. He's not a hype machine. Unlike, you know, so many in this industry who are incredibly successful, Larry Ellison, Marc Benioff you know others you know love to hype what they do. Charles throws a little, few little jokes in there but very low key as we heard this morning. And it seems to be working. I mean as a private company they can write their own narrative. Alright if this were a public company people would be hammering them on the debt. They'd be knocking them on the top-line growth. Cause the Income Statement, you know, from a growth stand point is not exploding but the SAS pieces of the business are. So but you know Wall street, they would be picking at this scabs. So as a private company, they're not subject to the 90-day shot clock. And so as a result they can write their own narrative which I think is incredibly important for this company right now because they have a large installed base of customers that they're trying to move to their new platform. Move, migrate you know, those are scary words for customers. And so the competition, this is why. Why is Oracle coming at Infor so much? Two reasons there may be others. But number one. Infor is hurting Oracle. They're taking share away and Oracle you know, think that they should have 100% market share. Same with SAP. The second is that it sees an opportunity to fight back you know the best, the best defense is a good offense. And so they're trying to go after those customers that Infor's trying to woe to their new platform. And any time you moving it's an opportunity. You know we saw this with big acquisitions like Dell and EMC. You know EMC took their eye off the ball, others came in allowed a company like NetApp to come back. So you see that certainly HP, when it was splitting up, got distracted so you see that and so now what's key about sessions like this, events like this, is it allows Infor to stay relevant. To put a relevance story in front of its customers. So what is that story? It's got a platform. It's got a full stack. It's investing in R and D. It's innovating with technologies like AI. It's building organic innovation. And it's bringing in inorganic through acquisition. Things like Birst for modern BI and injecting that throughout its application portfolio. It's got a full-suite. It was interesting somebody said we had to make a bet, do we go full-suite >> Or best-of-breed. >> Or do we go best-of-breed. >> Right. >> I would argue by going micro-vertical they can claim both. It's very hard to be both best-of-breed and both full-suite. I mean I would agree if you just want to do one thing, you're probably going to do that one thing better than anybody else. And so I'll grant you that. But I think that the balancing act is how do you stay like best-of-breed or near best-of-breed with that full-suite? And I think Infor's found the answer with micro-verticals. And bringing in technologies like AI. Was very impressed with all the robotic process automation talk this morning. That's going to be a huge business it's already. I mean it's growing like crazy. So if I'm an Infor customer and I'm an old Legacy customer I'm thinking: "Wow these guys are really making "some interesting investments." "Yeah I got to spend, "and I got to maybe migrate "but if I don't I'm going to get digitally transformed "by somebody else." And they didn't actually put a lot of scare tactics in there but maybe that's something they should, might want to add in, is some examples of customers that are, that have been left behind. But maybe that's bromide in the industry today. But I think that, that relevance message came through load and strong and I think it's critical for this company. >> I think interesting just to start with the Keynotes, and then we heard it throughout the various guest that we had here on the program today was that it's a compony that really knows who it is. At least that's the feeling I get. Knows where it's going. So it inspires a lot of confidence, right. He does, Charles does. The company does. And they're just kind, they're just real comfortable in their own skin for one. And two, they're committed to other principles outside of business. I'm talking about the diversity and inclusion. That's just not flab, that's really who they are. That's their DNA. I think there's an appealing aspect there too. >> Yeah and so. And then we heard a lot, you know, the Coke industries investment, two and a half billion. I said two billion earlier it's two and a half billion. That money didn't show up in the Balance Sheet, okay. So again. You get to write your own narrative as a private company. So there's still three hundred and thirty-eight million on the Balance Sheet you know, still quite a bit of debts. So again, Wall Street would be picking at that but doesn't even come up, at this event. Customers aren't really asking those questions. They want to see a company that's viable. This company is clearly viable. They have thrown off a lot of cash that's why private equity and organizations like Coke Industries are interested in them. Because it's cashflow positive, they see a lot of, you know, financial upside for this company. So that's kind if cool. They other things is Hook & Loop the Design firm that Infor bought you know, several years ago we heard how that's evolving and becoming a fundamental part of, not just design but product development. I think that's pretty impressive. Many companies are doing that now. These guys got in first and so they're a little bit ahead of the game. I think they're, they're innovating in a way that I think has ripple effects for customers. I mean the customer experience. You hear a lot about diversity at this company, I mean this is not to me lip service. >> Right. >> You know Charles is really serious about this stuff. And he's got the platform to do it and he's investing in it. And so, you know, you see a lot of substantive examples. And I think that will pay off. It will pay dividends. The Four Horsemen now have been sort of evolving. There's a succession planning with the Four Horsemen, right. Because Stephan and Duncan have, have moved on. You know they've left the company or at least they're not front and center anymore. They're LinkedIn still says they're working with Infor so they're somehow affiliated. But they don't have operating roles. It's clear. But Charles and Pam still do. And so you're seeing an evolution there. We're going to ask the head of HR tomorrow about that. We heard from, you know Martine, back to the diversity. Corey Tollefson talking retail. You know again, Micro industry. You know, we know, he didn't mention it, but you know guys like Macy's, Safeway, these are decent sized customers of Infor. We're seeing the partner ecosystem grow. We had Capgemini on today. Grant Thornton is out there. You know Deloitte and others that. >> Accenture is out here I think. >> Accenture's out here, yeah. So that's, that's important. Again I think, I think Coke Industries helped nudge some people in there. "Like Hey, we just made a big investment." "We're a big client of yours." >> Didn't hurt. >> "You're going to pay attention." (laughing) >> "And find some opportunities." Probably said: "Look it's got to be subsidize, "It's got to be a win-win but we want you to look in earnest." And I think others have. I've heard that there's been multi-million dollar deals that these guys have have catalyzed. Kevin Curry from Public Sector, a critical space for Infor, he has almost a thousand customers here and Amazon has a huge presence in Public Sector and they're drafting off of that. And then of course we ended with Raul from AWS which was fun interview. AWS is obviously winning in so many different fronts. Big partnerships with guys like VMware. Obviously number one in Cloud, others I guess if you add up all the revenue are number one. But really Amazon's number one in cloud. >> That's right. >> We know they're tops. Because they're in a. For their serve market, which is infrastructure as a service, they're by far the leader and they started the whole thing. Tomorrow we got Charles Phillips coming on. We got Pam Murphy the two, what I consider founders of Infor. They weren't right, but they were the founders of, the new co-founders of the new Infor if you will. And some customers coming on. So really excited to be here. >> Big day, look forward to it. >> Yeah. >> And we, unfortunately I can't share this with you at home but Venus Williams on the Keynote stage tomorrow. Looking forward to that. Talking about the human potential. Shackles going to be here. Had a last minute cancellation so they've Venus Williams in and talk about really thematically, very consistent to her life story with what Infor is talking about here this week. And we're glad to have the opportunity to be here with you throughout the week, and the show. So that's it for day one here at Inforum 18. From Dave Vallante, I'm John Walls, thanks for joining us here on theCUBE and we'll see you back here tomorrow from Washington D.C. (electric upbeat music)

(upbeat music) >> Live from Washington D.C., it's theCube, covering Inforum D.C. 2018. Brought to you by Infor. >> Welcome back here on theCube, we are live at Inforum '18 in the nation's capital Washington D.C. Where these days there's never a dull moment and we'll just leave it at that. I'm with John Walls, Dave Vellante and Stuart Applebaum is joining us here. He's the EVP of North America Service Industries at Infor, and Stuart, thanks for joining us here. >> No, thank you, looking forward to it, you're right. >> You got your hands on a lot of pies, right. >> Yeah. >> The bank, you got a retail, you got healthcare, hospitality. >> Right. >> And you've had some wins in hospitality of late. First off, what's driving that? What do you think as being-- >> Yes, sure, well I mean whether you look at hospitality whether it's managed food service or hotels or restaurants a lot the technology that's out there is dated, right, and the technology is not upkeeping with the requirements and the demand for a really different customer service level. So, you take the look and feel of what we've been able to do as a company over the last 10 years and build up a lot of knowledge base and seniority around what it means to serve those markets, but then re-architect with new products, right. Cloud first approach type technology that really allows for us to deliver a, you know what I would say a much more better experience for the guest at a hotel, or at a front at a cash register at a restaurant, or in a managed food service environment in a hospital, right. All those environments are a lot of touches that go on and the more the technology is modern the better you can improve those technology and those interactions that go on. You also look at the idea that these guys trying to manage these, whether it's a hotel chain, or a company like Sodexo where they have managed food service entities all over. Business in industry, healthcare, it doesn't matter what you see, a cafeteria somewhere, there's high odds that it's either a company like Sodexo or another managed food service provider. The complexity of trying to maintain on premise solutions is just, is backbreaking for them. So for them to be able to now actually get to a level with a company like Infor who not only has the experience in the space, but also have invested into the next generation cloud based solutions, really allows us to kind of differentiate ourselves in the marketplace. And the marketplace has been pushing us for that as well. >> Are these typically, install based Infor customers that you're now moving to a cloud model? Is it, sort of new logos? I'm wondering if you could describe that dynamic? >> Yeah, I would tell you it's pretty mixed, right. Our customer base is fairly broad. We serve hotels for example, in over 100 countries and territories today. A lot of those customers came up through legacy applications much like we complete in a marketplace on. So we've done really great job of migrating those customers up into the cloud with the next generation technology. But what's also happened is, as you look at the area in which people serve the hotel space, a lot of them are really legacy applications that have been around for 20, 30 years, and while those companies have tried to encapsulate modern technology and move into some cloud level environment, only Infor has actually re-architect and built them from the ground up. So what we're finding is a lot of different style of companies and groups. One great example of this is Mandarin Oriental has begun to role out our company, or role out our products globally. So being able to take a brand that's as exclusive as that, that's so focused on "How do we make the guest, at the forefront of everything that we do to make them feel special?" Well, they couldn't do that with the technology that they have today, right. So in order to be able to make those differences and those changes in how they're going to service their guest, they have to move to a next generation technology. So we're seeing a lot of new logo business in that space. We're also seeing a lot of new logo space in the casino marketplace, right. You think about how massive and big these casinos are so most of these guys are very careful and concerned, just like our banking customers for example, in being able to move into the cloud, move to new technology, cause, can companies really scale? Can they bring that capability and put it in the cloud? Well we very much started to prove that with these large casinos to the point where we just recently announced about a year ago signing one of the largest, or second largest casino company in the world, and 40 hotels with over 50,000 hotel rooms, right. The idea to be able to take these kind of technologies at that scale and pace, is driving a lot of new logo new customer business being driven from our competition, which has not been able to keep pace with that kind of technology in the cloud. >> So what are the winning attributes? I'm hearing architecture, we heard this morning platform, we had Nunzio on, the design, the whole user experience. There's the cloud component. Are those the sort of key factors? What else? >> They're very much the key but it's how Infor OS which I think maybe people have talked a little about. We have this capability to create a model that allows for not only a free flow of communication and understanding between systems, whether it's for a hotel environment or a hospital environment so that information can be shared amongst systems and among resources to be able to collaborate and do something with that information. But equally as important, at the same time, we put all that information into a data lake. So that we can now use Birst and we can use Coleman, to really start to help people understand not only what does it look like or what's the interactions occurring at the hotel space, or might you want to tell this customer or say to this customer to, "Hey, we're going to give you this information up front instead of guessing what that might look like, or guessing what you might want to offer that client." It's a very different approach. >> Give me an idea, I mean specifically, you talk about Mandarin, we'll just use them as an example. >> Yup >> What are you helping them do better, that they couldn't do before? Because when I think of service, I think of Mandarin, they did things pretty well before. So what are you doing to help them improve their processes and what are they turning to you for future? >> Sure, well, I mean from a simplistic standpoint talk about how they're able to interact with you as a guest, right. If you're a Mandarin type of client you're probably very much a more affluent business traveler or a-- >> Dave Vellante >> Yeah, a Vellante example right. At the end of the day while you want all the level of service that you expect at that kind of property the amount of effort or work they have to do or you might have to do to make them understand what that is, is very taxing. And it's also very hard for you guys to interact and change that. By getting to, what we have, HMS, which is Infor's hotel property management system, allows them to really streamline not only understanding who you are, what your preferences are, how you like to interact with them, but then also be able to deliver that in a mode of interaction that you like. Whether it be through mobile, whether it be through text, whether it be through personal conference calls, or discussions or touchpoints. That kind of capability in their legacy systems took a whole bunch of manual intervention to make that happen. Now we're able to automate that, make that information realtime so it's not just a few people digging in to try to find this information to go back and try to make that guest fell like they understood it. It's every point, right, every contact that touches that customer who has access to our solutions, is fed that information realtime, which gives the customer a much different experience. At the same time, it allows you guys to interact in a much different experience. You may not want to talk to people you want to check in on your phone, show up at the hotel, go to your room, open your door. Well, legacy architectures and technologies with closed type of infrastructure don't allow for that open API capability. Versus our technologies allow it free flowing out of a cloud scenario, which is even a more complex thing, to give the ability for those hoteliers like Mandarin, to say "Hey, I'm going to give Vellante a unique experience that is exactly what he likes, with all the information that I know about him to be what I would consider the best way I can service Vellante. >> So self-service is an obvious one. I don't want to have to wait on the phone on hold to check out for example. Just give me a pad or something that I can just go boom. And there are numerous other examples, but you've got to get the user experience and the design right. Maybe talk about how you guys approach that. >> Yeah, well, you guys had a chance to meet with Nunzio on our Hook & Loop. Hook & Loop is very instrumental in what we do in the hospitality space as well, as well in the healthcare space. Anytime people are interacting, not only as an employee but as a guest, whether you're an invited guest you know from a doctor to get to a hospital to have some kind of treatment or acute care. Or if you're a hotel guest where you're coming to stay. There is some level of interaction that's going on that requires a very unique, specific kind of touchpoint between the two. And in that area and in that space, there's a lot of data and elements that go on that if you feed those and understand what those elements are, and start to really understand what it is that individuals require in terms of their personal care or their personal interaction or stay at a hotel, the more unique an experience and the better experience that they can have. >> Stuart we heard about the skills gap, the skills shortage this morning. How can Infor and it's software help close that gap? >> Right, well you can look at it in a couple different ways. If you look at it at the grassroots of some of the industries that we serve that we've talked about. Whether it's hospitality or retail, or even healthcare in some scenarios. Not talking about professionals in the healthcare industry, but people who are just working day to day operations. Simplifying the interaction on how they use the solutions that they do their jobs everyday, minimizes the training requirements and the skilled labor that has to go on that would occur in legacy solutions and architects. So being able to hire a front desk guest agent who's got a great personality who knows how to interact and talk to people but maybe has never used a hotel system before to be able to put them in front of that hotel system and act just like their phone or their iPad, it gives them the ability to be interactive and understand and be on board pretty quickly. So that's one side, is simplifying, working with Hook & Loop, designing, making sure the applications, the workflows make sense. So it simplifies the work effort and simplifies the ability for people who are maybe less skilled in a particular area to jump in really quickly with less training. The other side of it is trying to find the right resources. And, going through the process of having a skilled attribute level of understanding of what your successful people look like, we can help through our Talent Science solutions find similar type of people. That doesn't mean, now we'll get to the education enablement side of it, that doesn't mean day one, that maybe they have the exact training they have required but that we found that they are the perfect fit for the job. So if they are going to be interacting on an everyday basis with a guest for example, and they're a front desk manager, there's attributes around that are so critical important. Now, they may not understand all the facets of the job but once we find that right resource you bring them into the talent solution and then really start to understand where are their gaps, where are the training requirements, what are the certifications by the way, depending on if you're in a complex industry like manufacturing or healthcare where there are certifications and safety regulations you have to occur. How do you maintain all that into one spot and be able to identify and be able to give them and provide them the personal interaction on what is it that they need to maintain and grow in terms of their own abilities to be suitable for the next job or the job that they're being hired for, and how do they actively get the learning and the education, the e-learning that goes with it. So, we've been able to kind of formulate that into a comprehensive product set that we think is pretty much best of breed in the industry, right. So not only do we have a great learning management system, an unbelievable talent acquisition and science system, a fabulous way to hire, to promote, to retire structure on understanding employees, what their skills are and how to place them, but bringing all that together from a unified front, and then being able to standardize that into an experience that makes it a much more different approach from what you would traditionally have had in finding skilled labor in the workforce. >> In automation, in AI, it's now a layer on top of all this that you're bringing to the table with Coleman you started to role out some capabilities there. What's the reaction been of customers? Is there uncertainty? Is there fear? Is there doubt? Are they embracing it? What is the conversation like? >> Really instead of saying, it's better to think of it, it's not on top, right. This is the underpinnings of how we built our cloud suites. >> Injected into the-- >> So we've taken our cloud suites and everything we've opened from a technology perspective to inform every information and job that flows through, whether it's in personal intervention into a task or whether it's machine to machine, goes through that Infor OS. So all of that interaction and data whether it's from a person or from a machine gets captured so you can start to begin to build intelligence on top of that. Now, what that means is, wherever those interactions and communications occur, Coleman is sitting in there understanding and learning, sitting on top of our data lake to say, "You know what? This is a process that is repeated a hundred times a day, by 50 different people on a particular firm. Why don't we automate that process and why don't we make that known to the entity and then adjust our process to automate that so no one has to interact with it, right. So being able to have that as an underpinning, not an overlay, right, cause a lot of businesses will come in and say "Hey we'll provide analytics and BI over the top." That's great, analytics and BI on the top is pulling information out of all different kinds of sources trying to make sense of all that data trying to make sense of all those sources. Versus what we're trying to do is every interaction that occurs between systems, we're not trying to identify right at that point what makes sense to store somewhere and put somewhere, it all goes into our data lake, and then the machine learning starts to tell you, "Here's some things you should understand about the data and the interactions. >> We've heard the theme about human potential, unlocking that. So, how does that translate in your world, I mean in your mind? How do you apply that in terms of the industries that you're providing services for? >> Again it goes back to, it also goes to our focus on bringing a diverse workforce to the table. To improve our capabilities and improve the way we approach things. But, it's understanding individual attributes of people and how they may interact and work within a company is a starting point, right. So they may not have a particular skill, but they have a capability or an ability to learn or they may have a personal interaction that is far excessive than what normal people would come in to interview first like a job. Well being able to do these type of talent assessments and understand as a baseline where they are, all of a sudden you're getting a more broader pool of skilled resources for what you're looking for, right. And then even if that skilled resource happens to be from a different part of the country than what your typical hiring manager is, or they look different, or their education background is different, it strips that out, right. It is giving you the personal attributes of that individual. So that allow a broader pool to look at. Then from that pool, then we can start to say "Okay, well here's a great candidate pool of people that may be able to quickly be skilled into a job or into a role, and then start to place those people into those positions. And then as the life cycle of that employee goes on so do their attributes, right. So what made them who they are as other roles and jobs as they build their resume within the company, they still have those capabilities so as a role in a management place comes up that has a good fit for this persons individual skills and their personal attributes, they're a natural fit for moving up into the world. And that's how we kind of continue to get that engine rollin in terms of how do we bring more people in without a prescriptive, only a prescriptive model, right. This is a scientific model of what is going to be the right fit for an employee for Infor, right. Or an employee for one of our customers or another company. And that's where we start with bringing in that ability to broaden our workforce and identify people who could be successful, without necessarily saying "You didn't punch this type of button for the last 10 years so you're not qualified for the job." >> So I'm hearing a lot of differentiation and I'd love to hear it more in your words from an executive of Infor. Every company out there, every software company says "Yeah, we have AI too." I'm sure you hear it: "Oh company A B and C, they have their new AI platform, everybody's doing AI." When you're talking to customers, how do you differentiate what Infor is doing, not with just machine intelligence, but across the board, from the competition? >> Well I would tell you to start with, one is the comprehensive set of our solutions, right. So by being able to go into an industry and have a cloud suite that we formulated that has the capability to manage a very significant portion of their operations already integrated together, already with the last industry model functionality built into it. It gives us a leg up in our competition. So when we walk into a healthcare, or a hospital, and they have challenges with nurse scheduling, they have financials they need to look at, they have general HR that they have to look at, and by the way, they're also trying to look at "Are we going to be profitable? And how do we become profitable? All these different touchpoints are a nightmare for us." Well as Infor, what we present to our customers and brought together was: "Hey we have that capability to do all your nurse scheduling, your workforce planning, your time attendance. We can manage your facilities, your assets, your expensive cost structures there." We have the ability to have a very complex set of financials that may serve 15 different hospitals that might also have different infused levels of ownership or investment or management. Being able to come to the table with that as a comprehensive system, eliminates a lot of the guesswork. Now, again, once you have that in there, someone coming in and selling AI, or BI, they still would have to, if it wasn't us, to come in over the top and say, "Well, if it's all Infor, that's good. At least we can connect all Infor. But if it's got Epic or it's got Cerner, it's got whatever solution's sitting out there, well all of a sudden you're not only having to connect those points but you're having to connect all over the place versus the way we built it is that cloud suite, all those points of connection are already prebuilt, right. And they're already dumping it into the data lake. So that now all you have to do is take some ancillary pieces of data to pull into that perspective. And with capabilities of clinical integrations that we have, to be able to follow and track those things. And we just actually announced not too long ago TrueCost. TrueCost is the ability to really understand down to a procedure level what something may cost to perform at a particular hospital. And that is, you would think that wouldn't be that hard but you're talking about people, you're talking about equipment, you're talking about what kind of room? What equipment's in that room that creates a certain cost per hour to do a procedure? All those things come to play in determining exactly what is profitable and what's not. So being able to really understand the true cost of care, not only at the hospital level, but by the way, how do we take into account what happened before? How do we take post care into that? And then how do we start to do predictive analytics on that kind of capability? Well, since we have this cloud suite healthcare, for example, building around all of these different components where we track the resources, we understand the rooms and the cost. We understand the doctor cost, we understand the facilities cost. We understand the care and the time that it take to go under the care. We can now start to really take and give hospitals an idea of saying: "Hey, maybe if we approach this a little differently." Or even with Coleman now, maybe you approach it this way. You can start to do and provide that specific care in a different way that will lower your cost to care, not only for your hospital but for your patients, and then hence you become more profitable as an entity. >> It's a real business impact. And the alternative would be, you would have to what? Develop custom modifications, or bring in an ISV who's got deep expertise there. Bring in another system. >> You could have a combination of it, right. Some of our competition would have to bring in a different workforce management and scheduling system. They'd have to bring in a different time and attendance system. They would probably have to bring in a different analytical engine and underlying platform to work with it. They would have to bring in a different talent assessment or talent management type of solution. They would have to bring in a different supply chain and materials management system for a healthcare environment for example. I mean, the list can go on and on. Where we've went out and built and looked for, whether it was through acquisition, where we then brought these cloud based products into our cloud suite, or we identified gaps or areas that we needed to build from scratch. And we talk about, you know, people don't really think about it, but as a percent of revenue, we outspend our competition 5x, right. And we talk about how much we've spent in the last several years in R&D. We do that because we know that if we can build a platform in the next generation for healthcare, for hospitality, for retail, then we can really be the leaders in the marketplace. And I think that's what's going to really differentiate us from our competition who's trying to either come in with a point area, start to broaden it a little bit. We've already broadened it, we integrated it, we built it together and we underpin it with the ability to do artificial intelligence and analytics from the box, right. That's a very different approach. >> And keep it simple. >> Right >> For me, right? At the end of the day-- >> Yeah, make it easier for the users. >> Stu thanks for the time. >> No, this was great. I appreciate it. >> Thanks for the run down. Stuart Applebaum from Infor. Back with more here from Inforum '18. We are live in Washington D.C. And you're watching theCube. (upbeat music)

>> Live from Washington DC, it's theCUBE! Covering Inforum DC 2018 brought to you by Infor. >> And good afternoon, or I guess at least Eastern Time, good afternoon. We're in Washington DC, theCUBE live here at Inforum '18. We're at the Washington D.C. Convention Center along with Dave Vellante, I'm John Walls. It's a pleasure to welcome Nanzio Esposito who's a VP and Head of Experience at Infor and you can tell he's the coolest guy in the room right now. (all laughing) Yeah, Nanzio, good to see ya. Thanks for joining us, we appreciate that. >> Thank you, thank you for asking. >> So you had a, as part of your primary responsibility, the in-house creative agency. >> Yep. >> Hook and Loop. First off, let's just deal with design, from an approach standpoint. Why is that so important for Infor to have its own in-house agency? >> Well I mean, we have amazing capabilities, and a lot of, and those capabilities really differentiate us against our competitives that. But what ends up happening is that our end users essentially want to have a more enjoyable and more satisfying experience, through their work. So, the reason why design is extremely important to Infor is because, through design, we get to do things like provide efficiency through workflows. We get to do things like create a design system that helps to escale and empower and enable our development teams to pick up UX best practices and UI assets so that they can build quicker. Or open-sourcing those kind of capabilities to be able to empower our partners and our customers to build apps with kind of a standard code base. So, I would tell you that the reason why design is so important is because we look at things from a very macro view, strategically. Design is very holistic, it's problem-solving. And it's taking the best of some of design's key attributes of modernizing the UI, being able to apply design thinking to understand kind of what the business value needs to come out of the system or the solution that's put in play. And how that mutually creates a beneficial kind of delivery mechanism to each user as they're doing their work. And also looking at kind of just the raw, sheer amount of assets that we have from data and being able to find ways to essentially come up with solutions that businesses today really need. And it's a very competitive landscape. And what best to have a designer be able to try to solve some of your business application needs. >> And does it change depending upon the vertical in which you're working? So, I mean, those have to be considerations too, and the environment, right, from the mobile if you're going to be at the desktop, you're going to be on a laptop or? >> Yep, yep. >> On iPad or whatever. All that factors into that. >> Yeah, definitely. You know, it is interesting. I mean, part of Infor strategy has always been to, you know, have industry-focused cloud suites. And from a design perspective, for us, we do tend to see patterns. So, it depends on user roles, kind of access points, you talked about devices. So we see the use of device in, say, healthcare industry, very different, say, than to the use of a device in manufacturing. But mobile, is really starting to kind of blur those lines. And you brought up something that was part of our mobile strategy, internal that was kind of finished out in October of 2017. Which is essentially what we call mobility in context. So context is very important. Knowing situationally where a user is in a moment so that they can, from one moment, work with, say, some portal. And that portal may be a laptop to a, say, an iPhone or even just an Alexa device, and be able to understand where they are, allow them to continue on in that workflow and make sure that it's integrated, it's smooth and it's direct and to the point. So, that's what has kind of transpired through the evolution of Hook and Loop because design has evolved and it's bigger than just modernizing our user interfaces here at Infor. >> So when we first heard about Hook and Loop, it was through Infor. It was the early part of this decade. The mobile was only five or six years old. I mean, smart phones. >> Yeah. >> At the time. So in was early days, you guys were first, certainly, of all the major software company enterprises to focus on that. Now, subsequently, we hear you've always heard a lot about UI. >> M-hmm. >> And UX. Subsequently, much more recently we're hearing much more around design. You're seeing, you know, you go to conferences like Service Now and they're focusing on this stuff and you guys have always been there. What's the difference between UX, UI, and sort of design at the core? >> Yeah, sure. I mean, I think it, sometimes the lines are blurred, right, and it depends on the industry and it depends on where you're speaking as far as when you say user experience design or if you say just design in general. So, I'm going to just take two steps back. The reason why I didn't go for head of design at Hook and Loop was just because design means, has a certain definition here at Infor. We are obviously an enterprise, it's very vast, it's extremely broad and at that point, each, say, of our major constituents, product management, it could be a product development, it could be a customer, they have different mental models on what design means. So, we wanted to go with something that's a little more elusive. Alright, so Head of Experience. But, essentially, now, through our evolution in our sixth year, we're really focused on product experience. So what that means is taking kind of all the learnings that we've had in the industry around modernizing UI, so that's essentially the way in which the solution manifests itself, how it looks, and the best of user experience. Essentially, what is the flow? What are the click states? How can we provide efficiency in form fields? But now you bring in A.I. and that obviously puts a different dimension on that process. But when it kind of all comes together, it's really just about making a strategic call on what the solution needs to be able to satisfy, all the different configurations in which it needs to account for, and then how to package that in a very lightweight manner. So, it's almost to the point that a company or a user doesn't need any instructional information on how to use it. And that's always been a goal at Hook and Loop. Through the six-year journey, strategically, even with some prior leadership, there was a very amazing strategic call to focus on a more mobile first initiative and mobile first, that brought forward kind of all the responsive web behaviors to our applications. So, that's great. Because that just essentially means that on any device, the application will conform, will render, to kind of provide the best usability that it can. As we're evolving, though, we're realizing that the future of work, and I mentioned this to the analysts yesterday, the future of work, which is now post-Millennial, and I know that sounds crazy 'cause I think we're all still seeing millennials in our workforce and trying to reconfigure, figure out what the company culture is, the purpose is, and how business solutions help to support that. But the article in the New York Times talked about iGen, and you know, the theme that Inforum here is all about human potential. Well, in the iGen generation, it's all about the personal aspects of the way in which they communicate, the way they do work, the way they have social gatherings. And I found it very profound because that essentially really supports what the vision of Hook and Loop is now in this era, which is the personal enterprise. And there's nothing more personal than the device that we choose on a daily level, which is the mobile device. So, at that point, it's extremely innate. And it definitely kind of personifies who we are in our digital world, our digital selves, and because it actually has all this tons of capability that's packed into it, what ends up happening is not about kind of the nine to five anymore, and I think you guys, and myself, we all know that. We're getting notifications and communication to, say, a loved one or some kind of social event that's going on and then getting pinged through some kind of communication or notification of work that we have jobs to do, there's things that have to get done. So, it moves from work-life balance to a work-life blend. And for our enterprise, and through kind of I think the investment that we've done with design, that allows us at Hook and Loop to really push the boundaries of user experience and think about the balance of all those to kind of give our customers always only exactly what the user needs right now. And that's been our new mantra, where we've kind of strategically pivoted, evolved, and been essentially looking at our principles and re-looking at our work, given all this investment in our capabilities. >> We heard this morning in the keynotes that you're basically infusing A.I. into your applications, in an effort to create better outcomes. Giving users advice as to how they maybe could have done things differently, maybe tracking some KPI's and giving feedback to the user, so that they can have better outcomes. How does A.I. from a design standpoint change the way in which you have to think about presenting data and information to the user? And not being intrusive, but being helpful? >> Yeah. I could probably talk about that for like the next two to five hours, but the reality is there's different versions or flavors of A.I. So, some of it could be more backend processes, like you alluded to and presenting, say, best potential outcomes that a user, or paths that a user can navigate or select or go down. One thing that we saw from a design perspective is the fact that you don't want to just present the recommendation. You don't want to lose the human factor. You have to establish trust with A.I. over time. So, in just saying, hey I got that or I got that done or here's the best KPI to use, you want to still have a system that can offer up why. And be able to kind of promote choice. A user doesn't want to feel, essentially, controlled. They want the system to be able to make them feel like they're in control. So, those are some nuances there. When it gets into kind of the more conversational aspects of A.I., you know, and I'm going well beyond kind of chat bots, having conversations and having it kind of leverage some of our CIR capabilities, find business objects and promote it, say through our GUI, conversations get intense. And why I say intense, it's some of the terminology we use at Hook and Loop. But that's just because utterances and variancing in the way in which we communicate, are complex. You might say, OK and I might say yeah. You might say I am on it and I might say, yo, I'm doin' that. And just through-- >> That's exactly right, as a matter of fact, that's exactly what David would say. (all laughing) >> I wasn't trying to say this or that. But they all mean the same thing, or in different contexts or whatever the inquiry was, we have to understand that kind of user intent and be able to map all those correlations. So, it's not so easy as just saying hey, we have A.I. and we'll put it into play. And from a design perspective, the last thing we want to do is ever alienate a user. So. >> A frustrated user. >> And frustrated user, exactly. So, just because you can doesn't mean you should and we really need to think strategically in a way in which we ultimately empower a user. So when I say user we're saying a name for customer's employee, or a new force customer customer. So it's a very interesting strategic place that we sit within Infora in our product development teams. >> Yeah, within user experience and best practices, so obviously there are some general trends or general concepts, what do you find out though amongst your clients and your user base maybe that offers additional insight or is giving you maybe a little sneak peak about something that you are uniquely discovering, if you can talk about that? >> Oh yeah, sure. I mean, I think as we evolved kind of our business model this year and our services, I think one of the things that we've learned over the years is that, like, we're no subject matter experts. Like at all. So it's kind of like, well, how do we get this information? How can we learn more? How can we provide or satisfy or create solutions that satisfy these certain pain points? So what we ended up doing is, ya know, I hear this from my team constantly, it's like who's the customer? Or who's the user? And we need personas. And we need to understand the journey maps. And we lose sight of some of the more internal mechanisms that we have that really kind of give us that information. So, we've, over the last few months, have gotten access to Infor Concierge, which is a tool that Infor created for our customers to be able to kind of understand what's new in the product. If they have any product enhancement requests, issues, that they would love to see, bugs, defects. They're finding that their Infor is working really well in creating kind of a two-way conversation. Well, what best to have design team, which, you know, product experience team, to be able to have access to all of that information. Be able to comb and sift through it. So, we're learning kind of what the customer and the user wants, but they're participating in that. So it's a really interesting orchestration or concert. And then on the flip side, we have a ton of subject matter experts. So, and that goes well beyond just our solution, industry solution, architects. This goes into like, our sales teams, or our solution consultants, or our channel partners. So, strategically over these last six to eight months, I think what we have uncovered is that we have a lot of support. And there's like ways for us to make decisions quicker and be able to test or have successes or failures in a very like small, confined box, so to speak. So that we make decisions that don't necessarily create massive ramifications in the enterprise but get us to kind of create value quicker in a more kind of sizeable chunk in deployment mechanism. So, I think the biggest thing that we've uncovered is the fact that, not only do we have a lot of talent but we have a lot of amazing, bright ideas. And that is why we moved from an in-house design agency to product experience because essentially Infor has grown and our team is everyone's becoming a designer. And that's you want. You want to go from a design organization which was the goal in 2012 to now in 2017, 2018 and where we're headed, to move from a design org to a design culture. And I think that's what is going to definitely going to get Infor to differentiate against its competitive landscape. >> 'Cause one of the problems with design is oftentimes the design, the ideal design, there's a gap between that and the actual functionality of the product. And then you end up with this kind of hybrid. Some of the design intent matches the outcome but then the functionality is sort of becomes roadmap. >> Yeah, and a lot of that was happening, I think 'cause we were going through an evolution. What we noticed is we need to move design closer to our product development teams in Hyderabad, Manila. You know, development is getting done all over the globe. So what we did was, we wanted to ensure that UX practitioners were, ya know, sitting side by side of our development teams so that in a moment's time they can have a conversation, quickly make a decision, and obviously just continue on their way. Another piece, though, is what is the right balance between having massive amounts of engineering capacity to, say, a designer that's in partnership with them? So we started practicing and growing our team to be less focused on some of the more baseline design capabilities and we brought in some really smart and talented engineers that understand design, find ways to translate it. And we're doing that kind of translation right now in building native mobile applications inside of Hook and Loop. And that gives us a mechanism to prove out our work, understand some of our decisions, get kind of the feasibility more done upfront so that when we make strategic calls or we want to scale from there, we start to minimize the gap between wouldn't this be amazing if it could render or do this, to, oh, God, we just did like, patchwork, or it was a quill that we created to get it done. We want to bridge that gap and get closer and closer to what the original concept or the idea was. >> So you announced one of those apps this week. >> Yeah, that was super exciting! >> If you want to talk about that. Congratulations. >> Thank you, thank you. Yeah, I mean leveraging the best of human-centered design, I can't mention the customer's name given the NDA, but we did work with a very large consulting firm that had 18,000 users. And they're kind of road warriors. So, strategically working with our C suite, we were focusing on more agnostic solutions and then scale to more industry-focused solutions, so this is in expense management. But we needed something that was insanely high consumer grade. So really driven by usability. But offered more of the baseline utility. So leveraging the capabilities of XM, this was all kind of like the road warrior, I just need to capture my receipt, potentially build a queue, wait 'til my credit card feeds in these data points, my expenses, match these expenses, submit a report, and like can I just get back on my day 'cause we all hate doing that. So the app that we just released, it's available on Apple iTunes, the Apple Store, today. It's called Infor Expense. It acts as a companion to Infor Expense Management. We say companion because if you're an Infor Expense Management customer today, you have access to it. And it really is a mechanism to kind of promote the best of what Hook and Loop is trying to scale, continues to scale, inside of Infor. At the same time, it's a playground for us. It's a playground for us to test new capabilities, leverage capabilities that are on the device. You know, evolve our design patterns and our UI assets. So that we kind of always stay at the tip of the spear. And that's essentially where Hook and Loop sits for Infor from a product strategy perspective. >> Well if you make expense reports easy, I'm all for it. >> Me too, right? >> I got my parking ticket right here, we can start as soon as we're done. >> Alright, you want me to take a picture of that? (all laughing) >> Nunzio, thanks for the time. >> Awesome. >> Congratulations. I know you're moving into your second year, it'll be an exciting time for you I'm sure. >> Yeah, I'm excited. >> Keynote tomorrow, right? >> Yeah, I'm opening up day two. >> Just give us real quick, sneak peak, what are you going to talk about? >> Yeah, it's, I think it's really just all about design's evolution inside of Infor, really setting the stage that Hook and Loop went from an internal kind of creative agency and is really moving towards product experience. So that's product strategy, product thinking, how do we aggregate all of that capability, from a data and A.I. perspective, and then find deployment mechanisms that not only inspire our internal teams, but more importantly, inspire our customers in the market. >> Good deal. >> Thank you again for the time. Pleasure. >> Alright, thank you. >> See you tomorrow morning. Nunzio Esposito joining us from Infor. Back with more, we're at Inforum '18. We're live in Washington D.C. and you are watching theCUBE. (light upbeat music)

>> Announcer: Live, from Las Vegas, it's The Cube! Covering Veritas Vision 2017. Brought to you by Veritas. >> Welcome back to the Aria Hotel in Las Vegas, everybody. We are covering Veritas Vision 2017, and this is The Cube, the leader in live tech coverage. My name is Dave Vellante, with Stu Miniman and Mike Palmer is here, he's the Executive Vice President and Chief Product Officer at Veritas. Mike, thanks for coming to The Cube. >> Thank you for having me here. >> Great keynote, yesterday. We see hundreds, if not thousands of these discussions, and talking head presentations, and yours was hilarious. Let's set up for the people who didn't see it, yesterday. Mike gets up there, and he's talking about the, there's a video that's playing about the end of the world. And the basic theme is that you didn't take care of your data, and now the world's coming to an end. Las Vegas was in shambles, and there were waterfalls running through the hotels, drones attacking people, and then you picked it up from there and then took it into, just a really funny soliloquy. But, where'd you come up with that idea? And, how do you think, I thought it went great, but how did you feel afterwards? >> Well, I can take only partial credit. I have an amazing creative team, and when you work at a company that's been doing, you know, large-scale enterprise data-center stuff, we know that part of our obligation for our audience is kind of making it more palpable for them, making it feel a little bit more, bringing the emotion to it. So we want to have a little bit of excitement in there. But at the same time, we have a real message, you know, and hopefully that came across, too. >> It did, and then, you know, but again, a lot of good humor, the megabytes, gigabytes, you know, up to zetabytes, yadabytes, Mike Tyson-bytes, on and on and on. (laughing) Very clever, so congratulations on that... >> Mike: Oh, thanks! >> We really enjoyed it. Mixed things up a little bit. So, and again, very transparent. We talked about the UX, not the best. You're not happy with it. >> Mike: Right. >> And again, very transparent about that, I think that's a theme of many successful companies, today. But, so, let's start with, sort of, what does it take as the Chief Product Officer, to transform a company from somebody who's been around since 1983, into a modern, you know, cloud-like, hyper-scale, you know, set of service and software offerings. >> That's a big question, but I can tell you the first thing that it takes, the most important thing that it takes, is the best engineering team in the world. You can do a lot of things around the outside, we need to fix our UX, we know that, often considered that to be the kitchens and bathrooms of our house remodel. But if your foundation's broken, if your framing isn't there, you really don't have much of an asset to put on the market. We have a great engineering team, we are releasing products at a velocity that is incomparable in the enterprise ISV space, and we're super proud of that. So I think that's the number one thing. I think number two is the other thing, that we're the envy of the industry, for, and that is, an amazing install-base of customers. Very hard to name a fortune 2000 company that isn't a significant customer of Veritas, so we have a great basis to collaborate and innovate. You know, the rest, we know we have some work to do as we bring it into the modern age. You know, we talked a lot about the fact that workloads are changing in data centers, architectures are changing, we're establishing new partnerships with some of the sponsors that you see here today, like Microsoft, like Google, like IBM, and Oracle, and others. And, you know, it takes a village and they're helping us move into the next 10 years. >> Stu: You know, Mike, talk a little bit about the transition from, you know, software that lived on servers, to now, well, cloud is just isn't somebody else's servers, I think, is the word for that. >> Mike: Right. >> You know, it definitely, we've talked many times this week, you know, Veritas was software-defined before there was such a thing, used to be the FUD from the traditional players, that it was like, oh, you can't trust stuff like that, and now, of course, they're all software-defined and, you know, talking about that, too, so, what does that mean, going to kind of, being completely agnostic, for where things lived, and some of the intricacies of trying to work with, you know, some of the big and small cloud-players? >> A lot of questions in there, and I think David Noy, who I know you guys are going to talk to later, is going to talk a bit more specifically about this, but one of the first things you have to keep in mind, is if you're building software to be software-defined, then you have to build it without considering the hardware platform that you may deliver it on. And I think that's where some of our competitors get it wrong, they can say that they're software-defined, but the litmus test is, can I really pick up this software without modification, and go run it in one of those hyper-scalers? Or put it on one of the white boxes that I went into the market and procured and integrated myself? Veritas has been doing that for a long time. In fact, if you really look at Veritas's core, we're an integrator. We've been an integrator of applications, through the protection space, in our file-system and our info-scale technologies, we are integrators of operating systems, when you look at hyper-scalers, they're just the next operating system. Someone else's hardware, as you said. So we look to protect our customers in terms of their choices, make flexibility a real part of the multi-cloud architecture they're putting together, still doing the things we do well with protection, and ultimately layer on that last little bit when we're talking software-defined and that is not just focus on the infrastructure, but really aspire to this, how do I better manage data and get value from data? >> You know, Mike, I want to dig one level deeper on that. So, the cloud providers, it's all well and good to say, yeah, I'm agnostic, but each of them have their own little nuances. It's, at least today, it's not like, oh, I choose today to wake up and this one has cheaper prices, and it's not a commodity, it's not a utility, and each one of them have services that they want you to integrate with, have to have deeper, how do you balance that, you know, integration, how much work's done, where the customers are pulling you, how does that product portfolio get put together? >> That's an excellent question and I will be fully honest, that a year ago we thought about the answer to that question very differently than we do today. You know, a year ago, I think we were somewhat naive, and thought, hey, we're going to throw a thin layer of capability on top of the clouds, and in effect commoditize them ourselves, and hope our customers just move around as if there were no underlying services. And obviously if you're a cloud-provider, that is not an approach that you're a big fan of. (laughing) And frankly, it's a disservice to the customers, because they are building some really valuable services, and they are differentiating themselves. Our approach has changed, our approach today is a very deep-level integration with each cloud provider, and the specialization they're bringing to the market, without sacrificing the portability, without sacrificing the built-in protections that the cloud providers aren't putting on their platforms and don't want to put on their platforms. And again going back to this idea of data, ultimately, if it's someone else's hardware, in effect, in some cases, someone else's application, it's always your data, and how we are servicing that data is really the key. >> So, that's really hard work. In a lot of cases, you have to interface with very low-level, primitive APIs from the cloud service providers. How do you, sort of, balance your resources, or a portion of your resources, between doing that, because you guys, I call it the compatibility matrix, all kinds of data stores, all kinds of clouds, every one of those is engineering resources. And it seems that's a key part of your strategy, but you got to be sacrificing something, which is maybe, you know, the next widget on your existing products. How do you think about proportioning those? >> You know, at Veritas, in a way, the emergence of the cloud ecosystem actually improves that situation for us. We're carrying 30 years of operating systems that have come and gone, that have incremented versions, and our customers often strand or isolate single examples of those boxes, from 20 years ago that they expect us to test all of our software against, on their behalf. (laughing) For example, right, and so when you look at where we are today, there are five or 10 cloud providers, versus hundreds of operating system versions, and application, we have no problem supporting the proliferation in cloud, we actually welcome the ability to support those... >> Stu: You're much happier with the one version of AJUR, as opposed to the old Patch Monday. >> Exactly right, and you know, they upgrade the whole thing at once... >> Yeah. >> They issue a couple new services, and we adapt 'em, no problem. >> Am I thinking about it the wrong way? Because, while that's true, and I understand that, but within an individual cloud, you could have 15 data services. I think about AWS data services, their data pipeline is increasingly complex, so. Doesn't that complexity scale in a different direction? >> Mike: It scales differently for sure, but I would give a lot of credit to the cloud providers, because they're taking a lot of the regression testing that we used to have to do, for example, with application providers and operating system providers who didn't think about us when they were building their products. The cloud providers take accountability for regression testing all of the things that they release to their customers. So when we adopt an API, we're fully confident that that API works in the context of that cloud environment. So that's off our plate. It really isolates the need for us to simply test that API against our environment. >> Dave: OK, so much more stable and predictable environment for you. I want to ask you, I've heard the term modern data protection a lot, what is modern data protection? Everyone wants to be next-gen, how do you define modern data protection? >> Mike: And this is something we're super passionate about, because our industry has been around for quite a long time, and you get terms thrown out there, like legacy or modern, and everyone's fighting for brand recognition, and kind of, end of the growth spaces in the market. For us, it actually is very simple. We recognize that there are a lot of different techniques to protect data, we think of these protection schemes like lots of different insurance policies, and lots of different tools in your toolbox. Where Veritas is going to win, and continues to win, is that we can offer our customers all of those techniques. We're not trying to convince them that one technique is so much more special than another one, that they need to diversify and create complexity in their environment, so we talk about modern data protection as the ability to choose snapshots, or back-ups, or copy data management, or workload migration, in the future there will be other ways to do this: continuous data protection, or scale-out platforms for cloud providers. These are just techniques inside of a Veritas portfolio, as opposed to stand-alone companies that create complexity for our customers. So, modernization is choice. >> Dave: OK, so you have this awesome install-base. Bill Coleman said to us yesterday, in response to a similar but related question, that it's ours to lose. And the question that we have is, as you look at that install base, you got to get them onto this modern data platform. How do you do that? Do you write some abstraction layer? You talked about that thin layer in the cloud, you must have thought about doing that. Is that what you're doing? How is that going? What does that journey look like? >> Mike: You know, that is one of the most fundamental strategy questions for Veritas. And one of the things we recognized early on, is that while we do have an amazing install base of customers, and those customers are hyper-scaled themselves, you're talking about customers with tens of thousands of servers running our software, both on the storage and the protection site, so the thing that we cannot ask them to do is continuously upgrade their environment to take advantage of new features. We will put out one-to-two major releases of our software, particularly on a protection side, annually. But we're innovating at a far greater pace than that, so we've made some conscious choices to create new architectures for our customer that are workload-specific, so Cloud Point, being a great example, coming out in July, our Object Store announcements, underpinning our next generation protection solutions. So they have modern storage capabilities, our second example. But pulling them together is where only Veritas can offer a customer a complete catalog of that data. So, combining your net back-up catalog with Cloud Point, for example, with your storage, with what you've put into cloud, provides a customer, for the first time, kind of a complete view of the secondary estate. And so, as long as we get that right, we don't have to upgrade, we don't have to seed, what we have to do is enable our customers, through simple adoption of new tools, provide that visibility over the top, and I think that they'll be good to go. >> So that's kind of like a, I think of a term, backward compatibility, is essentially what you're providing for your install base, is that right? >> Mike: That's exactly right. Providing, and this is where API-based infrastructure and service-driven architectures help us a lot. We don't have to fully instantiate a code-base every time that we want to offer a service to a customer. >> Dave: There aren't many independent, in fact there aren't any independent, is one, two-and-a-half billion dollar software companies in your space, but there are many emerging guys, who are getting a lot of attention, well-funded, some, you know, hitting that kind of, 100 million dollar revenue mark, at least it appears that way. How do you look at those guys? What do you learn from them? You know, Branson said today, you know, you learn by listening and watching, in this case. You're watching the market, obviously, what are you seeing there, it's the hottest space in the infrastructure market right now, is your space and security. Are the two, you know, smoking hot spaces. What are you observing, and what are you learning? >> And I think the direct answer to your question is probably the user. You know, and I think that's the lesson of the industry even over the last 15 years, is that when a new workload arises, it's creating a new user inside the enterprise IT department. And that user often gets to determine all of the services that they need to make themselves successful. If that is a cloud workload, and they need availability services, or they need protection services, they want that to integrate in the same place that they buy in provision their cloud workload. If it's a container workload it's the same. We saw the rise of some of our competitors that got to multi-hundred million dollar revenue streams, by focusing on a single user, and a single type of transaction, with a single type of interface. And Veritas kind of lost its way, I think, a little bit, back in that time. So what we are watching today, is who are our users? What workloads are emerging? What sort of interfaces do we need to develop for those users? Which is why we made our UX statements as strongly as we did. We're committed to those. That is going to be the future of Veritas, it's serving the broadening user-base inside of enterprise. >> Dave: You're seeing a lot of discussion in the industry around design thinking, I know we're out of time, here, but, you know, you see companies, like, for instance, Charles Phillips's company, Infor, bought a company called Hook and Loop, and they're all about design, and, how is design thinking fitting into your, sort of, UX/UI plans? >> I mean, the parlance that we use internally is jobs to be done. Right, we clearly want to create a very consistent user experience, and look and feel, we want our customers to be proud to be Veritas customers. But we have to be super cognizant of, what is the job they're trying to get accomplished? And allow the system to be designed around accommodating that. If that is, I want three workflows in three steps or less, can I do that? It could be, I have a very complicated job and I want the ability to control very granular things, do I have an interface to do that? So, if we know the user and the job to be done, we can create a consistent look and feel, I think that we are, we're going to not only ride the wave, of change inside of our particular industry, but I think we're going to wind up in a consolidation space where we're a big winner. >> All right, last question, the bumper sticker on Vision 2017, as the trucks are pulling away from the area, what's the bumper sticker? >> Mike: Secondary data is your most under-utilized asset, and a platform provider is what you need to take advantage of it. >> Dave: All right, Mike, thanks very much for coming to The Cube. Congratulations, and good luck. >> Thank you for having me. >> All right, you're welcome, keep right there, buddy, Stu and I will be back with our next guest. The Cube, live we're live from Veritas Vision 2017. Be right back.

>> Announcer: Live from the Javits Center in New York City, it's theCUBE. Covering Inforum 2017. Brought to you buy Infor. >> Welcome back to Inforum 2017 everybody. This is theCUBE, the leader in live tech coverage. Duncan Angove is here, the President of Infor and a Cube alum. Good to see you again Duncan. >> Hey, afternoon guys. >> So it's all coming together right? When we first met you guys down in New Orleans, we were sort of unpacking, trying to squint through what the strategy is. Now we call it the layer cake, we were talking about off camera, really starting to be cohesive. But set up sort of what's been going on at Infor. How are you feeling? What the vibe is like? >> Yeah it's been an amazing journey over the last six years. And, um, you know, all the investments we put in products, as you know, we said to you guys way back then, we've always put products at the center. Our belief is that if you put innovation and dramatic amounts of investment in the core product, everything else ends up taking care of itself. And we put our money where our mouth was. You know, we're a private company, so we can be fairly aggressive on the level of investment we put into R&D and it's increased double digit every single year. And I think the results you've seen over the last two years, in terms of our financials is that, you know the market's voting in a way that we're growing double digits dramatically faster than our peers. So that feels pretty good. >> So Jim is, I know, dying to get into the AI piece, but lets work our way up that sort of strategy layer cake with an individual had a lot to do with that. So you know, you guys started with the decision of Micro-verticals and you know the interesting thing to us is you're starting to see some of the big SI's join in. And I always joke, that they love to eat at the trough. But you took a lot of the food away by doing that last mile. >> Yeah. >> But now you're seeing them come in, why is that? >> You know I think the whole industry is evolving. And the roles that different and the valor that different companies in that ecosystem play, whether it's an enterprise software vendor or it's a systems integrator. Everything's changing. I mean, The Cloud was a big part of that. That took away tasks that you would sometimes see a systems integrator doing. As larger companies started to build more completely integrated suites, that took away the notion that you need a systems integrator to plug all those pieces together. And then the last piece for us was all of the modifications that were done to those suites of software to cover off gaps in industry functionality or gaps in localizations for a country, should be done inside the software. And you can only do that if you have a deep focus, by industry on going super, super deep at a rapid rate on covering out what we call these last malfeatures. So that means that the role of the systems integrators shifted. I mean they've obviously pivoted more recently into a digital realm. They've all acquired digital agencies. And having to adapt to this world where you have these suites of software that run in The Cloud that don't need as much integration or as much customization. So we were there you know five, six years ago. They weren't quite there. It was still part of this symbiotic relationship with other large vendors. And I think now, you know, the reason for the first time we've got guys like Accenture, and Deloitte, and Capgemini, and Grant Thornton here, is that they see that. And their business model's evolved. And you know those guys obviously like to be where they can win business and like to build practices around companies they see winning business. So the results we've seen and the growth we've seen over the last two to three years, obviously that's something they want a piece of. So I think it's going to work out. >> Alright so Jim, you're going to have to bear with me a second 'cause I want to keep going up the stack. So the second big milestone decision was AWS. >> Duncan: Yeah. >> And we all understand the benefits of AWS. But there's two sides to that cone and one is, when you show your architectural diagram, there's a lot of AWS in there. There's S3, there's DynamoDB, I think I saw Kinesis in there. I'm sure there's some Ec2 and other things. And it just allows you to focus on what you do best. At the same time, you're getting an increasingly complex data pipeline and ensuring end-to-end performance has to be technically, a real challenge for you. So, I wanted to ask you about that and see if you could comment and how you're managing that. >> Yeah so, I mean obviously, we were one of the first guys to actually go all in on Amazon as a Cloud delivery platform. And obviously others now have followed. But we're still one of their top five ISV's on there. The only company that Amazon reps actually get compensated on. And it's a two way relationship right? We're not just using them as a Cloud delivery partner. We're also using some of their components. You know you talked about some of their data storage components. We're also leverage them for AI which we'll get into in a second. But it's a two way relationship. You know, they run our asset management facility for all of their data centers globally. We do all the design and manufacturing of their drones and robots. We're partnered with them on the logistic side. So it's a deep two way relationship. But to get to your question on just sort of the volume and the integration. We work in integrations with staggering volumes right? I mean, retail, you're dealing with billions and billions of data points. And we'll probably get into that in a second you know. The whole asset management space, is one of the fastest growing applications we have. Driven by cycle dynamics of IoT and explosion in device data and all of that. So we've had for a very, very long time, had to figure out an efficient way to move large amounts of data that can be highly chatty. And do it in an efficient way. And sometimes it's less about the pipes in moving it around, it's how you ingest that data into the right technology from a data storage perspective. Ingest it and then turn it into insights that can power analytics or feed back into our applications to drive execution. Whether it's us predicting maintenance failure on a pump and then feeding that back into asset management to create a work order and schedule an engineer on it. Right? >> That's not a trivial calculus. Okay, now we're starting to get into Jim's wheelhouse, which is, you call it, I think you call it the "Age of Network Intelligence". And that's the GT Nexus acquisition. >> Yeah. >> To us it's all about the data. I think you said 18 years of transaction history there. So, talk about that layer and then we'll really get into the data the burst piece and then of course the AI. >> Yeah, so there were two parts to why we called it "The Age of Network Intelligence". And it's not often that technology or an idea comes along in human history that actually bends the curve of progress right? And I think that we said it on stage, the steam engine was one of those and it lead to the combustion engine, it lead to electricity and it lead to the internet and the mobile phone and it all kind of went. Of course it was invented by a British man, an Englishman you know? That doesn't happen very often right? Where it does that. And our belief is that the rise of networks, coupled with the rise of artificial intelligence, those two things together will have the same impact on society and mankind. And it's bigger than Infor and bigger than enterprise software, it's going to change everything. And it's not going to do it in a linear way. It's going to be exponential. So the network part of that for us, from an Infor perspective was, yes it was about the commerce network, which was GT Nexus, and the belief that almost every process you have inside an enterprise at some point has to leave the enterprise. You have to work with someone else, a supplier or a customer. But ERP's in general, were designed to automate everything inside the four walls. So our belief was that you should extend that and encompass an entire network. And that's obviously what the GT Nexus guys spent 18 years building was this idea of this logistics network and this network where you can actually conduct trade and commerce. They do over 500 billion dollars a year on that network. And we believe, and we've announced this as network CloudSuites, that those two worlds will blur. Right? That ultimately, CloudSuites will run completely nakedly on the network. And that gives you some very, very interesting information models and the parallel we always give is like a Linkedin or a Facebook. On Linkedin, there's one version of the application. Right? There's one information model where everyone's contact information is. Everyone's details about who they are is stored. It's not stored in all these disparate systems that need to be synchronized constantly. Right? It's all in one. And that's the power of GT Nexus and the commerce network, is that we have this one information model for the entire supply chain. And now, when you move the CloudSuite on top of that, it's like this one plus one is five. It's a very, very powerful idea. >> Alright Jim, chime in here, because you and I both excited about the burst when we dug into that a little bit. >> Yes. >> Quite impressed actually. Not lightweight vis, you know? It's not all sort of BI. >> Well the next generation of analytics, decision support analytics that infuse and inform and optimize transactions. In a distributed value chain. And so for the burst is a fairly strong team, you've got Brad Peters who was on the keynote yesterday, and of course did the pre-briefing for the analyst community the day before. I think it's really exciting, the Coleman strategy is really an ongoing initiative of course. First of all, on the competitive front, all of your top competitors in this very, I call it a war of attrition in ERP. SAP, Oracle and Microsoft have all made major investments on going in AI across their portfolios. With a specific focus on informing and infusing their respective ERP offerings. But what I conceived from what Infor's announced with the Coleman strategy, is that yours is far more comprehensive in terms of taking it across your entire portfolio, in a fairly accelerated fashion. I mean, you've already begun to incorporate, Coleman's already embedded in several of your vertical applications. First question I have for you Duncan, as I was looking through all the discussions around Coleman, when will this process be complete in terms of, "Colemanizing", is my term? "Colemanizing" the entire CloudSuite and of course network CloudSuite portfolio. That's a huge portfolio. And it's like you got fresh funding, a lot of it, from Koch industries. To what extent can, at what point in the next year or two, can most Infor customers have the confidence that their cloud applications are "Colemanized"? And then when will, if ever, Coleman AI technology be made available to those customers who are using your premises based software packages? >> So yeah, we could spend a long time talking about this. The thing about Coleman and RAI and machine learning capabilities is that we've been at work on it for a while. And you know we created the dynamic science labs. Our team of 65 Ph.D.'s based up in M.I.T. got over three and a half four years ago. And our differentiation versus all the other guys you mentioned is that, two things, one, we bring a very application-centric view of it. We're not trying to build a horizontal, generic, machine learning platform. In the same way that we- >> Yeah you're not IBM with Watson, all that stuff. >> Yeah, no, no. Or even Auricle. >> Jim: Understood. >> Or Microsoft. >> Jim: Nobody expects you to be. >> No, you know, and we've always been the guys that have worked for the Open Source community. Even when you look at like, we're the first guys to provide a completely open source stack underneath our technology with postscripts. We don't have a dog in the hunt like most of the other guys do. Right? So we tap in to the innovation that happens in the Open Source community. And when you look at all the real innovation that's happening in machine learning, it's happening in the Open Source Community. >> Jim: Yes. >> It's not happening with the old legacy, you know, ERP guys. >> Jim: Pencer, Flow and Spark and all that stuff. >> Yeah, Google, Apple, the GAFA. >> Yeah. >> Right? Google, Apple, Facebook, those are the guys that are doing it. And the academic community is light years ahead on top of that of what these other guys will do. So that's what we tap into right? >> Are you tapping into partners like AWS? 'Cause they've obviously, >> Duncan: Absolutely >> got a huge portfolio of AI. >> Yeah, so we. >> Give us a sense whether you're going to be licensing or co-developing Coleman technologies with them going forward. >> Yeah so we obviously we have NDA's with them, we're deeply inside their development organization in terms of working on things. You know, our science is obviously presented to them around ideas we think they need to go. I mean, we're a customer of their AI frameup to machine learning and we're testing it at scale with specific use cases in industries, right? So we can give them a lot of insights around where it needs to go and problems we're trying to solve. But we do that across a number of different organizations and we've got lots and lots of academic collaborations that happen on around all of the best universities that are pushing on this. We've even received funding from DAPA in certain cases around things that we're trying to solve for. You know quietly we've made some machine-learning acquisitions over the last five, six years. That have obviously brought this capability into it. But the point is we're going to leverage the innovation that happens around these frameworks. And then our job is understanding the industries we're in and that we're an applications company, is to bring it to life in these applications in a seamless way, that solves a very specific problem in an industry, in a powerful and unique way. You know on stage I talked about this idea of bringing this AI first mindset to how we go about doing it. >> So it's important, if I can interject. This is very important. This is Infor IP, the serious R&D that's gone into this. It's innovation. 'Cause you know what your competitors are going to say. They're going to deposition and say, oh, it's Alexa on steroids. But it's not. It's substantial IP and really leveraging a lot of the open source technologies that are out there. >> Yeah. So you know, I talked about there were four components to Coleman, right? And the first part of it was, we can leverage machine-learning services to make the CloudSuites conversational. So they can chat, and talk, and see, and hear, and all of that. And yeah, some of those are going to use the technology that sits behind Alexa. And it's available in AWS's Alexa as you guys know. But that's only really a small part of what we're doing. There are some places where we are looking at using computer vision. For example, automated inspection of car rental returns, is one area. We're using it for quality management pilot at a company that normally has humans inspect something on a production line. That kind of computer-vision, that's not Alexa, right? It's you know, I gave the example of image recognition. Some of it can leverage AWS's framework there. But again, we're always going to look for the best platform and framework out there to solve the specific problem that we're trying to solve. But we don't do it just for the sake of it. We do it with a focus to begin with, with an industry. Like, where's a really big problem we can solve? Or where is there a process that happens inside an application today that if you brought an AI first mindset to it, it's revolutionary. And we use this phrase, "the AI is the UI". And we've got some pretty good analogies there that can help bring it to life. >> And I like your approach for presenting your AI strategy, in terms of the value it delivers your customers, to business. You know, there's this specter out there in the culture that AI's going to automate everybody out of a job. Automation's very much a big part of your strategy but you expressed it well. Automating out those repetitive functions so that human beings, you can augment the productivity of human beings, free them up for more value-added activities and then augment those capabilities through conversational chat box. And so forth, and so on. Provide you know, in-application, in process, in context, decision support with recommendations and all that. I think that's the exact right way to pitch it. One of the things that we focus on and work on in terms of application development, disciplines that are totally fundamental to this new paradigm. Recommendation engines, recommender systems, in line to all application. It's happening, I mean, Coleman, that really in many ways, Coleman will be the silent, well not so silent, but it'll be the recommendation engine embedded inside all of your offerings at some point. At least in terms of the strategy you laid out. >> Yeah, no, absolutely right I mean. It's not just about, we all get hung up on machine-learning and deep learning 'cause it's the sexy part of AI, right? But there's a lot more. I mean, AI, all the way back, you can go all the way back to Socrates and the father of logic right? I mean, some of the things you can do is just based on very complex rules and logic. And what used to be called process automation right? And then it extends all the way to deep learning and neural networks and so on. So one of the things that Coleman also does, is it unifies a lot of this technology. Things that you would normally do for prediction or optimization, and optimization normally is the province of operations research guys right? Which again it's a completely different field. So it unifies all of that into one consistent platform that has all of that capability into it. And then it exposes it in a consistent way through our API architecture. So same thing with bots. People always think chat bots are separate. Well that too is unified inside Coleman. So it's a cohesive platform but again, industry focused. >> What's your point of view on developers? And how do you approach the development community and what's your strategy there? >> Yeah, I mean, it's critical right? So we've always, I mean, hired an incredible number of application engineers every year. I think the first 12 months we were here, we hired 1800 right? 'Cause you know, that's kind of what we do. So we believe hugely in smarts. And it sounds kind of obvious, but experience can be learned, smarts is portable. And we have a lot of programs in place with universities. We call it the Education Alliance Program. And I think we have up to 32 different universities around the world where we're actually influencing curriculum, and actually bringing students right out of there. Using internships during the year and then actually bringing them into our development organization. So we've got a whole pipeline there. I mean that's critical that we have access to those. >> And what about outside your four walls, or virtual walls have been four? Is there a strategy to specifically pursue external developers and open up a PAZ layer? >> Yeah we do. >> Or provide an STK for Coleman for example, for developers. >> Yeah so we did, as part of our Infor Operating Service update. Which is, you know, the name for our unified technology platform. We did announce Mongoose platform was a service. Our Mongoose pass. >> Host: Oh Mongoose, sure. >> So that now is being delivered as a platform with a service for application development. And it's used in two ways. It's used for us to build new applications. It's a very mobile-first type development framework too. And obviously Hook and Loop had a huge influence in how that ships. The neat thing about it, is that it ships with plumbing into ION API, plumbing into our security layer. So customers will use it because it leverages our security model. It's easy to access everything else. But it's also used by our Hook and Loop digital team. So those guys are going off and they're building completely differentiated curated apps for customers. And again, they're using Mongoose. So I think between ION API's and between all the things you get in the Infor Operating Service, and Mongoose, we've got a pretty good story around extensibility and application development. As it relates to an STK for Coleman, we're just working through that now. Again, our number one focus is to build those things into the applications. It's a feature. The way most companies have approached optimization and machine learning historically, is it's a discrete app that you have to license. And it's off to the side and you integrate it in. We don't think that's the right way of doing it. Machine-learning and artificial intelligence, is a platform. It's an enabler. And it fuses and changes every part of the CloudSuite. And we've got a great example on how you can rethink demand forecasting, demand planning. Every, regardless of the industry we serve, everyone has to predict demand right? It's the basis for almost every other decision that happens in the enterprise. And, how much to make, how many nurses to put on staff, all of that, every industry, that prediction of demand. And the thinking there really hasn't changed in 20, 30 years. It really hasn't. And some of that's just because of the constraints with technology. Storage, compute, all of that. Well with the access we have to the elastic super-computing now and the advancements in sort of machine-learning and AI, you can radically rethink all of that, and take what we call and "AI First" approach, which is what we've done with building our brand new demand prediction platform. So the example we gave is, you think about when early music players came along on the internet right? The focus was all around building a gorgeous experience for how to build a playlist. It was drag and drop, I could do it on a phone, I could share it with people and it showed pictures of the album art. But it was all around the usability of making that playlist better. Then guys like Spotify and Pandora came around and it took an AI First approach to it. And the machine builds your playlist. There is no UI. AI is the UI. And it can recommend music I never knew I would've liked. And the way it does that, comes back to the data. Which is why I'm going to circle back to Infor here in a second. Is that, it breaks a song down into hundreds if not thousands of attributes about that song. Sometimes it's done by a human, sometimes it's even done by machine listening algorithms. Then you have something that crawls the web, finds music reviews online, and further augments it with more and more attributes. Then you layer on top of that, user listening activity, thumbs up, thumbs down, play, pause, skip, share, purchase. And you find, at that attribute level, the very lowest level, the true demand drivers of a song. And that's what's powering it right? Just like you see with Netflix for movies and so on. Imagine bringing that same thought process into how you predict demand for items, that you've never promoted before. Never changed the price before. Never put in this store before. Never seen before. >> The cold start problem in billing recommendation areas. >> Exactly right, so, that's what we mean by AI First. It's not about just taking traditional demand planning approaches and making it look sexier and putting it on an iPad right? Rethink it. >> Well it's been awesome to watch. We are out of time. >> Yeah, we're out of time. >> Been awesome to watch the evolution, >> We could go on and on with this yeah. >> of Infor as it's really becoming a data company. And we love having executives like you on. >> Yeah >> You know, super articulate. You got technical chops. Congratulations on the last six years. >> Thanks. >> The sort of quasi-exit you guys had. >> Great show, amazing turnout. >> And look forward to watching the next six to 10. So thanks very much for coming out. >> Brilliant, thank you guys. Alright thank you. >> Alright keep it right there everybody, we'll be back with our next guest, this is Inforum 2017 and this is theCUBE. We'll be right back. (digital music)

(upbeat digital music) >> Announcer: Live, from the Javits Center in New York City, it's theCube, covering Inforum 2017. Brought to you by Infor. >> Welcome to day two of theCube's live coverage of Inforum 2017 here in New York City at the Javits Center. I'm your host, Rebecca Knight, along with my co-hosts, Dave Vellante, and Jim Kobielus, who is the lead analyst at Wikibon for AI. So we're here in day two, fellas. We just heard the keynote. Any thoughts on what your expectations are for today, Jim, and what you're hoping to uncover, or at least get more insight on what we learned already in day one? >> I'd like to have Infor unpack a bit more of the Coleman announcement. I wrote a blog last night that I urge our listeners to check out on wikibon.com. There's a number of unanswered issues in terms of their strategy going forward to incorporate Coleman AI and their technology. You know, I suspect that Infor, like most companies, is working out that strategy as they go along, piece by piece, they've got a good framework then. We have Duncan Angove on right after this segment. Dave and I and you, we'll grill Duncan on that and much more, but that in particular. You know, I mean, AI is great. AI is everybody's secret sauce, now. There's a lot of substance behind what they're doing at Infor that sets them apart from their competitors in the ERP space. I want to go deeper there. >> So, yeah, so I'm looking at the blog right now. But what are the particular questions that you have regarding Coleman, in terms of how it's going to work? >> Yeah, well, first of all, I want to know, do they intend to incorporate Coleman AI in their premises-based software offerings? You know, for, I'm sure the vast majority of their customers want to know when, if ever, they're going to get access to Coleman, number one. Number two is, when are they going to complete the process of incorporating Coleman in their CloudSuite portfolio, which is vast and detailed? And then, really number three, are they going to do all the R&D themselves? I mean, they've got AWS as a major partner. AWS has significant intellectual property in AI. Will they call on others to work with them on co-developing these capabilities? You know, those are, like, the high-level things that I want to get out of today. >> Rebecca: Okay, okay. >> Well, so a couple things. So, I mean, the keynote today was okay. It wasn't, like, mind-blowing. We had customer appreciation, which was great. Alexis, who is from Foot Locker, cube alum was up there, and B of A got customer of the year. I met those guys last night at one of the customer appreciation dinners, so that was kind of cool. They all got plaques, or you know, that's nice, little trophies. I heard a lot about design thinking, and they shared some screen shots, essentially, of this new UI, started talking about AI is the new UI. It was very reminiscent of the conversation that we had in May at the ServiceNow Knowledge conference, where they're bringing consumer-like experience to the enterprise. It's always been something that ServiceNow has focused on, and certainly, Charles Phillips and Hook and Loop have been focused on that. The difference is, quite frankly, that ServiceNow showed an actual demo, got a lot of claps as a result. Infor said this is ready to be tested and downloaded, but they didn't show any demo. So that was sort of like, hmm. >> Jim: They haven't shown any demos. >> Rebecca: Yeah. >> Is it really baked out? Steve Lucas was up there. He killed it, very high energy guy. You know, again, another cube alum. He's been in our studio, and he's an awesome dude. >> Jim: He's awesome. >> And I thought he did a really good job. >> From Marketo. >> Talking about, you know, the whole engagement economy, you know, we think it's going a little bit beyond engagement to more action, and systems of an action, I think, is a term you guys use. >> Systems of agency or enablement, yeah. Bringing more of the IoT into it and robotics and so forth, yeah. >> And then DSW was up there. I said yesterday, "I love DSW." I tweeted out that, you know, the CIO had a picture, Ashlee had a picture of DSW, and I said, "Okay, when the girls and I go to DSW, "I break left, they go middle-right, "we meet at the checkout to negotiate "what actually goes home," so that was good. It was kind of fun. And then a lot of talk about digital transformation. Marc Scibelli was talking about that, and IoT and AI and data. So that's sort of, you know, kind of a summary there. As you know, Rebecca, I've been kind of trying to make the math work on the $2-plus billion investment from Koch. >> Rebecca: Yes, this is your-- >> And the messaging that Infor is putting forth is this is a source of new capital for us, but I'm-- >> Rebecca: You're skeptical. >> You know, as a private company, they have the right not to divulge everything, and they're not on a 90-day shot clock. Charles Phillips, I think, said yesterday, "We're on a 10-year shot clock." I said, "Okay." I think what happened is, so I found, I scanned 10-Qs, and I've been doing so for the last couple of days. There is virtually no information about how much, exactly, of the cash went in and what they're doing with it. And so, I suspect, but there are references to Golden Gate Capital and some of the management team taking some money off the table. Cool, that's good. I'm just, it's unclear to me that there's any debt being retired. I think there is none. And it's unclear to me how much cash there is for the business, so the only reference I was able to find, believe it or not, was on Wikipedia, and it says, "Citation still needed," okay? And the number here, and the math works, is $2.68 billion for 66.6% of the company, and a valuation of $10 billion, which Charles Phillips told us off-camera yesterday, it was $10.5 billion. So you can actually make the math work if you take that $10 billion and subtract off the $6 billion in debt. Then the numbers work, and they get five out of 11 board seats, so they've got about 45% or 49%, I think, is the actual number, you know, voting control of the company. So here's the question. What's next? And now, a couple billion for Koch is nothing. It's like the money in my pocket, I mean, it's really-- >> Rebecca: Right, right, right, the empty, yeah, exactly. >> And I suspect what happened is, 'cause it always says "$2 billion plus." So in squinting through this, my guess is, this is a pure guess, we'll try to confirm this, is that what happened is, Koch provided the additional funding to buy Birst recently. That upped their share to 66%, and maybe that's how Koch is going to operate going forward. When they see opportunities to help invest, they're going to do that. Now, one might say, "Well, that's going to further dilute "the existing Infor shareholders," but who cares, as long as the valuation goes up? And that's the new model of private equity. The old model of private equity is suck as much cash out of the company as possible and leave the carcass for somebody else to deal with. The new model of private equity is to invest selectively, use, essentially, what is a zero-interest loan, that $6 billion debt is like free money for Infor, pay down that debt over time with the cashflow of the company, and then raise the valuation of the company, and then at some point, have some kind of public market exit, and everybody's happy and makes a ton of dough. So, I think that's the new private equity play, and I think it's quite brilliant, actually, but there's not a lot of information. So a lot of this, have to be careful, is speculation on my part. >> Right, right. >> Well, the thing is, will the Coleman plan, initiative raise the valuation of the company in the long term if it's, you know, an attrition war in ERP, and they've got SAP, Oracle, Microsoft, all of whom have deep pockets, deeper than Infor, investing heavily in this stuff? Will Coleman be a net-net, just table stays? >> Well, so I think again, there's a couple ways in the tech business, as you guys know, to make money, and one is to invest in R&D and translate that R&D into commercial products. Some companies are really good at that, some companies aren't so good at that. The other way to make money is to do acquisitions and tuck-ins, and many, many companies have built value doing that, certainly Oracle, certainly IBM has, EMC back in the day, with its VMware acquisition, hit probably the biggest home run ever, and Infor has done a very good job of M&A, and I think, clearly, has raised the value of the company. And the other way is to resell technologies and generate cash and keep your costs low. I think a software company like Infor has the opportunity to innovate, to do tuck-in acquisitions, and to drive software marginal economics, so I think, on paper, that's all good, if, to answer your question, they can differentiate. And their differentiation is the way in which they're embedding AI into their deep, vertical, last-mile approach, and that is unique in the software business. Now, the other big question you have is beautiful UIs, and it sounds really great and looks really great, well, when you talk to the customers, they say, "Yeah, it's a little tough to implement sometimes," so it's still ERP, and ERP is complicated, alright? So, you know, it's not like Infor is shielded from some of the complexities of Oracle and SAP. It might look prettier, they might be moving a little faster in certain areas, they might, they clearly have some differentiation. At the end of the day, it's still complicated enterprise software. >> Right, exactly, and we heard that over and over again from the people, from Infor themselves, and also from customers, is that it isn't seamless. It's complicated, it involves a lot of change management initiatives, people have to be on board, and that's not always easy. >> Well, and that's why I'm encouraged, that to see some of the larger SIs, you know, you see Grant Thornton, Capgemini, I think Accenture's here, Deloitte-- >> Rebecca: We're having Capgemini later on the program. >> Deloitte's coming on as well. And so, those guys, even though I always joke they love to eat at the trough and do big, complex things, but, this is maybe not as lucrative as some of the other businesses, but it's clearly a company with momentum, and some tailwind that, in the context of digital transformations and AI, the big SIs and some of the smaller SIs, you know, like Avaap, that we had on yesterday, can do pretty well and actually help companies and customers add value. >> And with a fellow like Charles Phillips at the helm, I mean, he is just an impressive person who, as you have pointed out multiple times, is a real visionary when it comes to this stuff. >> Yeah, except when he's shooting hoops. He's not impressive on the hoop court, no. >> No? Oh! (laughing) >> I tweeted out last night, "He's got Obama's physique, "but not his hoop game." >> Oh! (laughing) >> So don't hate me for saying that, Charles. But yes, I think he's, first of all, he's a software industry guru. I think he, you know, single-handedly changed, I shouldn't say that, single-handedly, but he catalyzed the major change in the software business when Oracle went on its acquisition spree, and he architected that whole thing. It was interesting to hear his comments yesterday about what he sees. He said, "You'll see a lot more tech industry "CEOs running non-tech-industry companies "because they're all becoming SAS companies." >> If they have been so invested in understanding the vertical, they really get it. You can see someone who worked on a retail vertical here going in and being the CEO of Target or Walmart or something. >> Yes, I thought that was a pretty interesting comment from somebody who's got some chops in that business, and again, very impressive, I mean, the acquisitions that this company has done and continues to do. You and I both like the Birst acquisition. It's modern-day BI, it's not sort of just viz, and I don't mean to deposition Clik and Tableau, they've done a great job, you know, but it's not, it doesn't solve all your enterprise-grade, BI sort of problems. And, you know, you talk to the Cognos customer base, as great of an acquisition as that was for IBM, that is a big, chewy, heavy lift that IBM is trying to inject Watson and Watson Analytics. I mean, you know, you used to work at IBM, Jim. And they're doing a pretty good job of that, improving the UI, but it's still big, chunky, Cognos BI. Build cubes, wait for results. >> Yeah. So in many ways, the Birst acquisition for Infor and their portfolio is a bit like the thematics that IBM's been putting out on HTAP, you know, injecting analytics into transactional processing to make them more agile, and so forth. What I like about the Birst acquisition, vis-a-vis Coleman and where Infor is going, is that the Birst acquisition gives them a really good team, the people who really know analytics and how to drive it into transactional environments such as this. They've got, I mean, ostensibly, a deep fund of capital to fund the Coleman development going forward. Plus, they've got a really strong plan. I think there's potential strong differentiators for Infor, far more comprehensive in their plan to incorporate AI across their portfolio than SAP or Oracle or Microsoft have put out there in public, so I think they're in a good position for growth and innovation. >> Well, we have a lot of great guests coming up today. As you said, Duncan Angove is going to be on, up next. So, I'm Rebecca Knight, for Dave Vellante and Jim Kobielus, we will have more from Inforum just after this. (digital music) (pensive electronic music)

>> Announcer: Live from the Javits Center in New York City, it's The Cube, covering Inforum 2017. Brought to you by, Infor. >> Welcome back to Inforum 2017. I'm your host Rebecca Knight, along with my co-host Dave Vellante. We're joined by Marc Scibelli, he is the chief creative officer here at Infor. Thanks so much for returning to The Cube. >> Thanks for having me again, it's good to see you guys. >> So last year, the big announcement was H and L Digital, Hook and loop digital. Bring us up to speed, give us a status update of where you are now. >> Well we're a year later, I think what's really important is that we've established our application development framework, which allows us to rapidly deploy our prototypes, rapidly deploy the projects we're working on for a lot of customers. We've had a lot of wins over the last year. We're working closely with Brooklyn Sports, both the basketball team and the stadium and entertainment center. We're working with Travis Perkins, we're working with American Express. So we've got a lot of great client wins in our belt. We've learned a lot over the last year, but most importantly we've been able to actually fine tune our application development framework to bring that stuff to market very quickly for our customers, which has been a very big deal for us. >> So you mentioned a couple of client wins, Brooklyn Sports, let's unpack that a little bit, tell me a little about, tell our viewers specifically what's gone on. >> Yeah so, Brooklyn Nets basketball team here in the U.S., player performance a little bit down, so we're working with the performance coaches, we're working with the telemetric data that's coming out from the players. Things as it pertains to the arc of the ball throw, or the scale to models of how they perform or how much sleep they're getting. We're tying into a lot of IOT devices that the players use. We're bringing all that data into one place for the performance coaches and then allowing them to make better decisions on the field, on the court, in real time. So you'll see actually, behind you guys is our half court. We've actually set up a half court to show some of that data that we're bringing in about player performance. We actually run an NBA player assessment and show your player readiness, I hit like an eight percent readiness (Dave and Rebecca laugh) >> Rebecca: There's still time. >> Yeah five, eight I didn't think I was going to get very far in the NBA. >> High single digits. >> High, yeah, high, real high. So we're working a lot around player performance, certainly. And also with Brooklyn Sports Entertainment around the Barclay Center here in Brooklyn, how they can start to brand that experience. Nobody really has an affinity for an arena, you go and see Beyoncé or you go to watch the Nets. You don't really think about going to the Barclays Center, so how do you start as soon as they walk in the door, engaging with the customer using technology to drive all this value all the way through. How do you find the shortest beverage and bar line. How do you find the cleanest bathroom. How do you find, to get beverage and drinks and food delivered to your seat. That's all going to be technology that's going to drive that. A lot of our clients we've installed the digital backbone underpinning of that with our cloud suite. And now it's our job to commit a certain, creating these apps that differentiate them in the market place, help Barclays compete against other next-gen stadiums. >> So the Nets example it's similar to Moneyball but different, so he's talking the arc of the ball and so the remediation of some of those, the optimization of some of those, is just different training patterns or different exercises or drills that they could do. Whereas Moneyball it's like this unseen value, unbased percentage for example, are there analogs to Moneyball? Like I was listening to an interview with an owner the other day and the interviewer was beating him up about one player and he said well if you look at the deeper analytics, I'm like oh, deeper analytics what does that mean? So are there deeper analytics? >> Absolutely, you know we've left a lot of the basketball to the basketball professionals. When we started this thing the GM said to us, "Should we really get this started with" "you guys? What do you know about basketball?" We looked around and it was like an Englishman next to me and myself and we're like we don't know a lot about basketball but we hope that, that's what you're bringing to the table. We know a lot about how to bring the data science together, we can bring the AI in, we can bring all that together for your performance coaches and work with them Just like we didn't know a lot about farming and agriculture but we can work with feed companies to help them optimize for their customers. So it's not about what we knew about basketball but up to your point, those performance coaches are definitely finding those little nuggets of data to help those teams perform better. I couldn't tell you more off the top of my head cause that's how little I know about basketball. My eight percent performance rating will show you that, but they are looking inside that data and able to find that. And the trick is bringing it to them in real-time, bringing it so that they don't have to go into deep excel documents. That's what they were doing before. It was all stored in excel and they had to go through it and maybe somebody make a pivot table or something. >> Rebecca: Or watching play tapes. >> Or watching play, absolutely, of course. And by being able to assess all of that data too as well and bring that into the feed and be able to actually assess that and report it back into the larger system we're providing. It gives them a lot more visibility so they can find those little nuggets that they know as basketball professionals. >> And Burst is part of this solution? >> Not currently, no, but certainly we will be needing the Burst into that play, yeah. >> So Thomas Perkins is another example -- >> Marc: Travis Perkins. >> Travis Perkins, I'm sorry, that you mentioned. What kind of things are you doing there to make make that company able to really use data more wisely? >> So Travis Perkins, one of the largest building manufacturing supply company in the U.K. over 2000 distribution locations across England, very strong in its footprint. It's a really strong brand in terms of, sort of the Home Depot of the U.K. They put in M3 last year, it was a big announcement and it was a very large initiative for them and that's the digital backbone we talk about. So now it's our job we're coming in now we're automating a lot of their systems for their distribution centers so they get a better customer experience. So when I go into a Travis Perkins distribution center, I can get what I need much quicker so that's kind of the baseline thing that we come in and do. We look at ways to optimize for example if I could fah-bin with my truck and actually just pull my truck fah-bin, you know it's me, my order is ready. I don't need to get out of the truck, they pack my truck and I just drive out the other side. How do we create engagements for visibility models for the distribution managers to be able to see what's selling, what's not selling. Who's performing, who's not performing. Those are the things that we do as the baseline of the experience and then additionally to that, we look at new business models with them. So we're actually helping them think about new ways that they can create subscription models or ecosystem models. So, for example working on, they're working on the tool locker rental, setting up a,basically locker or rental facility, then using software to be able to access that locker and then you sort of create a subscription model to that. I'm able to just pull up, punch in a code, that's my tool locker, I get my tools right out of it and I can drive right off. And then doing it in places geographically that make a lot of sense for them. So that's kind of the best time, I think we get these signature experiences and optimize on top of the backbone, but then we create these whole new business transformation models of these companies, that's really exciting, really helpful. >> So retail's an interesting example everybody's got an amazon war-room trying figure out how to compete, where they can add value. What have you seen specifically in the retail business? >> I just moderated a panel with the CIO of DSW and the COO of Crate and Barrel on either side of me and it was exciting to see their, they feel a disruption but they're certainly eager to take it over. So, on the Crate and Barrel side we're seeing them be, really beat up by the Wayfairs of the world, three billion dollar valuation. They can get the market much quicker, they're running products in a much different way. Where Crate and Barrel has a much longer lead timer, the CPQ model. They've got to configure pricing, quoting, get it out. Takes 12 weeks to get a couch. How do you get, on the supply chain side, how do you get that shorter. So they're working with Infor to get that supply chain shorter. So they can compete on a shorter lead times but we're coming in to help them do is also look at how can you start to create experiences while you're waiting for that couch to be produced. Or while your shopping online what are things that you can do to know how long it'll take to get that item. And now that we just take all that digital backbone of that supply chain and create new experiences for it. On the DSW side we've been working really closely with them on point of sale as well as deep customer experience, apps for them with their employees. They really see their employees as the key tool to driving loyalty to their stores. So, we've been working on brand new apps in the mobile space that'll help their employees be able to serve their customers a lot better, have a much more tied loyalty program to their job performance with the customer's loyalty. So, a lot of great things there that we're working hard on. But certainly it's a massive behemoth of competing against amazon as a retailer. >> So what's your advice then for a company that is, and you're talking about companies that are already being very thoughtful and planful about this transformation, and understanding first of all that they need to transform, that they need to change or else they'll be left behind. So what's your advice for companies that are just starting on it? >> I think we kind of look at this as a holistic approach, we cannot take a little nibble bite-size out of the problem. So when it comes to digital looking at the entire ecosystem, looking at the operations, looking at the customers, looking at the employee. Saying what are we doing on our core backbone of the operations to make that run efficiently, to automate that. Let's do that, let's get that out of the way of all those people, let's make that run as quickly, as streamline as possible. Our cloud suite certainly help companies do that. And then, let's look at how we can start to transform the way they do their, they function inside their business by creating these functionally integrated models between all three. Between the operations, the customer and the employee. And let's create new experiences that live on top of that of that backbone that drive new value and until you do that, until you leverage your brand, like Crate and Barrel can leverage their brand if they just shorten that supply chain and start to optimize how they deliver. DSW can leverage their brand as a shoe warehouse if they provide a larger assortment and a better experience in-store, they can compete against amazon. So, to do that, we need them to, I would recommend companies, think of the approach holistically and not as a small little bites of just let's create this app and this one app is going to solve our problems. It's not, you got this much larger holistic approach you need to take. >> What percent of the Infor portfolio has Hook and Loop touched, affected? >> So, Hook and Loop core, certainly the GA products have touched everything. You'll see tomorrow on-stage Nunzio Esposito, our new head of Hook and Loop core. Who's running the business that when I first met you, I was running. They're doing very well and they've touched, I would say percentage-wise, 80% of the product if not more. Certainly their products are driving our business, like EAM, ACM financials, they have re-invented. And you'll see it tomorrow, they have done some incredible work. They just, they'll be releasing tomorrow, it's pretty exciting, a new UX for an entire cloud suite, so that pretty incredible. How Colman will be integrated into our cloud, it's a big deal so how do you create UX for that. And then certainly of course, how much UX and UY do you take away because you introduced Colman. You could take a lot of UX and UY away, a lot of functionality gets stripped away. So it's changed the methodologies we've used in the Hook and Loop core team but Ninzio has done a great job challenging himself to do that. >> Rebecca you were saying when you read the press releases around Infor they use terms like beautiful and so it's very apple-esque. Where do you get your inspiration? >> I think it's the consumer great products we talked about years ago when I first met you. The idea that how I function, like daily life at home, should echo how I function at work. Certainly now we're getting inspiration for how companies that are born digitally are creating these models that drive them. How we can help other companies do that as well. so, we're inspired by everything that touches us. To be honest , I still use my TEVO, I might be the only person left, (Dave and Rebecca laughing) That's not true they're doing very well >> I like the little sound effects of TEVO, I know what you mean. >> I can't say I'm the only person, but I'm probably the only person that'll admit it. That I love my TEVO. But these are things that I've watched them, not just change their UX like we did with Infor five years ago, but now they've changed their business model, they've changed what they've become as a hub and as a digital solution. How they used media channels to drive their business, I think that's incredible and it's a similar journey we're going on. So, there's a lot to be inspired by. >> Why should the consumer guys have all the fun? >> Marc: Yeah exactly. >> So how do you keep your team, you're the chief creative officer, so how do you, you talked about what inspires you and what inspires the company as a whole but how do you, keep a culture of creativity and innovation going? How do you keep the momentum? >> We've been really fortunate to have a really great support system by the executive team, Charles Phillips, Duncan Angove, certainly have been incredible about needing a team like Hook and Loop. When I met David it was 15 people maybe a little more, and now it's a 120 that run that core team. We launched H and L Digital last year, we were like nine people and now we're over 40. That investment, those dollars they put back into these kind of endeavors are really indicative of that . And I think that it comes through to the creatives and the people that we bring in that this is the kind of investments that Infor is interested in. We have a beautiful working environment inside New York City inside our headquarters. We have a beautiful new garage we just opened up, an innovation lab, we get to play with the greatest toys. I think we're actually very, very fortunate, to be inside a company like Infor and get to work with the people, we get to work with as designers, and as creatives. And that was an up hill slope to keep people motivated to do that as creatives and we call them left brain creators. I think we're there now, we turn away a lot of people to come work for us now. So it's pretty exciting. >> New York, London, Dubai, right? >> That's exactly right thank you, yeah. We are, we opened London just recently, we're opening Dubai next and we have two teams in New York. It's pretty exciting. >> Rebecca: Great. >> Love to see the Dubai. >> Yeah, Dubai is being built up right now, we have an office there already. >> could be the next destination, >> Cube Dubai. >> We should do a cube Dubai, that'd be great, they would love it there. >> Alright. >> I love it. Well Marc-- >> Put that on the list. >> Marc, thanks so much for joining us it's always a pleasure having you on the show. >> Thank you >> I'm Rebecca Knight for Dave Vellante we will have more from Inforum after this.

(upbeat music) >> Voiceover: Live from the Javits Center in New York City It's theCube covering Inforum 2017 Brought to you by Infor. >> Welcome back to theCube's coverage of Inforum. I'm your host Rebecca Knight along with my cohost Dave Vellante. We're joined by Martine Cadet. She is the Infor Vice President and head of the Education Alliance Program. Thanks so much for joining us. >> Martine: Thank you for having me. >> So let's start out by talking about what the Education Alliance Program is and how it came about, it's not very old. >> No, it's not old. Actually, we'll be three years in September. The Education Alliance Program came about, oh gosh, it was an idea that Charles Phillips, our CEO had a while back, he was looking about, how do we actually get more talents within Infor. How do we get people to even know, quite frankly, who Infor is, and drive some more market awareness. How do we make sure people are excited about our products and solutions long term, right. So, the future customers, the future partners, hopefully the future employees as well. So, through that what we started to do was, he created this position and luckily I was hired into the role. And we've built this program where we partner with colleges, universities, as well as nonprofit organizations. We invest in them to invest in their students. So, essentially the same products and solutions and technologies that our customers here are basically learning about and paying for, we train students on. So, through their professors they learn hands on immersive technologies that businesses run on each and every single day and then hopefully they'll get excited and they'll want to come to work for Infor, one of our customers or one of our partners. And actually, they can actually, probably work for any IT company or any company in general because ERP is so pervasive. >> So, have you seen, you said this started a few years ago. >> Martine: Yes. >> Are you seeing results yes? >> Yes, we are starting to see results. We are actually really, really excited. So, we've hired I believe 24 students at Infor. Our partners are starting to hire students as well. In fact, we had somebody hire one of the graduates just last week and we had our first talent fair on Sunday, which was exceedingly well attended, so there's been a ton of excitement. We have, I believe there are about 12 partners who are in our formal Partner In Education Program where we actually bring the partners in, they engage in the classroom and the training and have hands on experiences with the students themselves. And the students get to shadow them in real life situations. So, things like consulting, which are pretty hard. I mean in IT part of what we are challenged with is SAP and Oracle and Infor, we all seem to hire from the same talent pool and the folks basically go from company to company to company. >> Hundred people, 99 seats. >> Yes, thank you. And what you see is customers want somebody who's got 20 years of deep industry expertise and so we get it. But you need an opportunity to actually start building that industry expertise so what we've been doing is actually creating that pathway for the students to be able to do that and our partners and our customers are actually much more open to that then they were before. So, we're starting to see that pipeline truly grow. By the September of this year, I believe we'll have close to a hundred students who've taken our first series of implementation consulting courses at QNE, which we launched this winter. So, that's one of the biggest things that we've done. As well as we've got our Center of Excellence that we've also opened up at City University of New York. So, we've got a practical experience course, we've got students who are also going very deep around analytics and just kind of building from there. And I think the last time we had spoken last year, I think we had about 16 or less institutions. We've grown to 33 institutions worldwide. We have eight, I believe in Amia, seven in the APAC area and they represent over 400 colleges and universities. So, it's been, it's been really exciting. >> So Martine, can you frame the parameters of the type of candidates that you are recruiting? How do you find them, what are the requirements? >> It's a combination. So, it can be anywhere from a business student who's actually possibly thinking of being in finance who hasn't even thought about a career in IT or technology. But those are the ones with a business mindset that we actually want to get interested because they will make amazing consultants over time. To somebody who's transitioning from roles, right, so maybe they've worked for a couple years in an industry and they've decided, you know, "I really don't want to do the marketing piece," or, "I'm burnt out on the finance piece "and I want to do something different." We have them in our continuing education courses as well. And they bring a very different view to that course. Because they're now learning those practical skills for being either a consultant or a sales person or or whatever they've actually decided to go about and do. And our employers actually get way excited about them as well because they are able to think not just as a technologist or not just as a business person, but within that kind of gray area which is where the industry is going, you have to know a little of all of it in order to be supremely effective. Especially on this consulting side. >> So, big theme, AI at the show, the hard question, median income in 1999 United States was $55,000 dollars, it's now around $50,000 dollars. Man versus machine, right. Now humans have always been replaced by machines, but it's the first time, really in history, that it's cognitive functions that are being replaced. Thoughts, I mean many people believe, I think they're correct, that education is the answer to that gap. Education, creativity, the combinations of those things are what will help solve that problem. Your thoughts on just that topic in general and what role education plays. >> I think what we're doing around AI is so exciting and it's just amazing to work at a company, one, that has named AI Coleman after the women who were in Hidden Figures, but from an education perspective I think you're spot on. I think the only way that we can actually continue to compete as a nation is if we make sure that we fix the education problem and I'm really excited to work for an organization where we're taking a very active role in doing that. So, by changing the model of having people just sit in a classroom learning something where there's really no context for how it's being used in business and it's more about what's being taught today for the roles that are today. What we're trying to do is imbed this kind of thought, leadership into the classroom, open the students' perspectives on what's possible and get them ready to be thoughtful about, okay, how do we embrace technology? How do you think it differently? How do you become agile? Because a lot of the jobs that are here today weren't here when I graduated, right so, how do we change the idea of what we go to school for and what we get educated on that we are actually producing people who are able to be thoughtful and to merge and to find different ways to use technology to come up with different pathways that have not been thought about before. We've never thought that way, right? >> And to evolve as the jobs change. So, we're preparing people for jobs that don't exist yet and they need to versatile in their own approach to how-- >> And excited about it, right? Not be fearful. >> And not fearful. >> Exactly, not be fearful, yeah. >> Well I wanted to congratulate you too because you were recently honored by Network Journal as one of the 25 most influential black women in business. Congratulations! >> Thank you. >> What does that mean to you especially when you think about young black women coming up in business, in technology, and in other industries, at a time where, there's questions about really how much opportunity... >> It's surreal, it was exceedingly humbling. It's on the backs of an amazing team. Who has done a lot of work, I've got some really great people behind me that I push really hard and I am very grateful for. I also have an exceedingly strong family. Who, when I was getting the award I made the comment that I don't feel like I've achieved anything that my parents have achieved, my parents are physicians. They came from Haiti, they came to the U.S. to give us better opportunities and they've done that. And that's what drives me, and in terms of people of color, we've got such a long way to go, but we've come so far. And I just wish that when you look at the history of the U.S. and the world, slavery was not that long ago in the grand scheme of things, and every time the U.S. takes two steps forward, sometimes you take a step back and it might feel like we're taking a step back right now, but if you stay focused on moving forward we will get there. And we will get further because doors are opening and people are doing amazing things and we need to do, I think, a better job when we are in positions where we are more visible in making sure we open doors for other people and not being apologetic about doing so. Because I think there's coded language sometimes that you hear about on, "Well, I can't have a diverse pipeline," "Oh, that means I'm lowering standards," that's bull, quite frankly. There are plenty of people looking for opportunities perhaps they don't fit the profiles that have always put in place, but when we talk about technology and careers the one thing we've talked about and we know is things are ever evolving and changing, and there is no one set profile or standard. So you might find that this kid who's actually been out there doing very different things in the community and just showing themselves as a leadership person in that community is the person that you need in your org. But because we're not having sometimes those conversations across our very safe ponds and we kind of stay with the same people a lot of times, it makes it hard to make those connections. But if we just start talking to each other a little bit more and the ones of us who are actually in these roles be unapologetic about making sure we're having those conversations and opening up doors, I think things will continue to move forward. >> So, what is your advice to companies in technology and in other industries about getting those people, who as you say, do not quite fit the profile, the standard profile of what they think they're looking for but that do add new perspectives and new ideas and new insights into companies. I mean, what would your advice be to employers? Do they need to start an Education Alliance Program? Is that the beginning? >> That can be part of it, but they just, they need to stop being corporate and stop being political. I mean, I don't know how else to say it. Change is hard, and you can do all of the right things, but if a hiring manager is still going to hire everybody who looks just like them then it's not going to change. And I don't think people do it all the time thoughtfully. It just kind of happens. You have to make the change, it has to come from the top. It also has to come from within the ranks. You have to have the tough conversations. It has to be an embedded part of what companies say they actually value and then they actually have to back it up. 'Cause lot of times people talk about it, but it doesn't come with the, "Okay, well I'm going to give you the approvals." Or, "I'm going to mandate that, yes, "when you have 20 open positions "that you actually have a diverse pipeline." Not a, "I'm going to set aside X number of seats "for one type of person," but you should at least interview a diverse pipeline. Perhaps you'll be surprised in what you see come out. We don't thoughtfully, in general, do that, and I think that's one of the key areas companies can be thoughtful about, and then the other thing is actually looking for talent outside of the same five schools or the same five places that people go to. It's getting out of your comfort zone. >> Can we tell the story, just to get it on record, of Coleman and how it was named, how it was announced this morning? Because not everybody in our audience was watching. >> Okay, so I hope I do it justice. (laughs) I was one of the people in the audience, but essentially for the folks who hopefully have seen Hidden Figures the movie, and it was about the women who were monumental, fundamental, the reason why we were able to make it to the moon. So, when we were having issues and we weren't sure if we had all our calculations in place and they were really thinking, okay, can we do this? Are we going to not be the first ones to get there? Our astronaut said, "Okay, I need this woman. "I need Miss Coleman to actually check these calculations. "If she says these are right, then we're good. "If not, I'm not going." >> Goosebumps, Martine. >> Right? That was amazing, that was amazing. And our CEO had the foresight, the idea, and the chutzpah I should say, (laughs) to decide, okay, when we're thinking about AI and we're thinking about visionaries, we're thinking about what we need to quantum leap what's happening in technology, we're thinking about having that level of insight and intelligence, that is who he wanted to name the product after, and I was telling my team, you know, I was tearing up, like, I'm so proud to work in an organization where our CEO would stand up unapologetically and say, this is how I'm going to name my product and this will be, you know, go down for quite some time. And the family was there which was so cool. And we had a standing applause, the first standing applause in the room. So it was amazing. >> Well it's not often you get a standing ovation at a tech conference. >> At a product announcement. >> Yeah, yeah, yeah. >> So I want to also just quickly talk about, piggy back off of this, and that is the culture of Infor. And you know, the things that we keep hearing about. It's a culture of learning, a culture of education, a culture that really starts at the top of bringing in different perspectives and also understanding the importance of, yes, of naming a new product after this black woman who toiled in obscurity and really was a hero of getting us to the moon, how do you create that culture? I mean and how to do you kind of keep it going? >> I think it comes down to leadership. I think it comes down to people you hire. It has to be every level of the organization. I think Charles does set the tone by doing things like this as well as other things like having an Education Alliance Program, quite frankly. And the way our program is scheduled we don't look just to the Harvards or the Princetons. We're looking to partner with community colleges that have amazing talent that possibly did not have the same access, but they still have the same possibility. So I think doing all of that is how you create the culture. Then making sure it is embedded in the people that you continue to bring into the organization and giving them the time and the freedom to have these sorts of conversations and embed it into the work that they do. So we've got creative people, like Hook and Loop, that in itself, so cool. How many IT companies said, oh, you know what, I'm going to bring over some artists, I'm going to bring over some film producers, that's the kind of thinking that gets you to diversity. >> Great, Martine thanks so much. It's been a pleasure having you on the show. >> Thank you so much. Thank you guys so much for the time, I appreciate it. >> I'm Rebecca Knight for Dave Vellante, we will have more from Inforum after this. (upbeat music)

>> Announcer: Live from the Javits Center in New York City, it's theCUBE. Covering Inforum 2017, brought to you by Infor. >> Welcome back to theCUBE's coverage of Inforum 2017, I am your host, Rebecca Knight, along with my co-host, Dave Vellante. We are joined by Chip Coyle. He is Infor's CMO. Thanks so much for sitting down with theCUBE today. >> Thank you for having me. >> So we just kicked off the show, the general session, Charles Philips, a lot of other Infor executives up there on the main stage talking. Lay it out for us. How many people are here. What are sort of the big themes that you're trying to get across here. >> Yeah, well, first of all it's great for Infor to be having our conference here at the Javits Center. It's about 10 blocks from our home-- >> Rebecca: Your own back yard. >> In New York City, and so this year, we've got nearly 7,000 attendees over the course of the week. Many component programs as we do every year with our partner summit, with our various conferences for the different individual customer constituencies, and executive forum, and of course, a big customer appreciation event happening tomorrow night. >> You've also made some big announcements. I'm talking mostly about Coleman AI, and Burst. I want you, if you can unpack those for our viewers a little bit. >> Yeah, I would say the theme of the conference this year is the age of networked intelligence. And what does that mean? Well, we've had, for the last several years, a layered strategy in our business, starting at the foundation with very deep industry functional applications. Purpose built for the different industries. We've taken all of that technology and moved it to the cloud, so that you get the benefits of the efficiencies and the network capability of taking your applications to the cloud. We recently, a year ago, acquired GT Nexus, which expands our capability, in a broader sense, to a commerce network, and we're able to incorporate that into our traditional applications in different industries. And then, just a couple of months ago, we acquired a business intelligence software company, Burst, which brings some really great technology for business intelligence that we can layer on top of all of our applications in this network environment. And then finally, today, the big announcement was Coleman, as you said, and that was to take our new artificial intelligence platform and really create just profound new ways that the workers in the different industries and their different companies across the networked enterprise, can interact in a business setting, much like people do in a commercial setting today. >> Can you, Chip, talk about the evolution of the brand promise. So when we first met Infor, at AWS Reinvent, it was like who was Infor? Trying to educate people on who Infor is. And so I felt like last year was your sort of stamp of this is how Infor and why Infor is relevant, and now, there seems to be sort of an undertone of innovation. So can you talk about the evolution of the brand and what you see as the brand promise. >> Well, we are very consistent in our branding and positioning of Infor as really the first industry cloud company. We're the ones who have been, at an accelerated pace, bringing the most deep, industry-rich, functional applications to the cloud. And that has created a great layer now, for all of these future innovations that we have talked about today with the benefits of business intelligence enabled applications built right in, so that you can truly have all the information you need at the right time, for the right purpose to make immediate business decisions. And then the potential and capability of artificial intelligence on top of that. >> As the chief marketing officer, can you talk a little bit about how these innovations change how you do your job, and how they make your life easier, in terms of making the right decision at the right time, making the decision better, having the right data? >> Yeah, well some of the other announcements that we're making this week, actually are in my particular line of business, which is marketing, and one of those, for example, is we're broadening our Infor CRM suite, with a link to LinkedIn's Sales Navigator. So that brings a whole set of important data to, about customers, to enable better customer interactions, for our customers. So that's something that we look to be using in our business, along with Marketo, which is a new business partner, as the engine, or the marketing automation platform to fuel our marketing business. So that's how it's impacting me directly in what I do. >> So I wonder if you could help us sort of debunk some of the myths. So Oracle would say enterprise apps aren't moving to the cloud, and we are the company to move them to the cloud, and we're the only company that can move them to the cloud. You know, SAP, it's got it sort of some cloud going on, but most of the stuff remains on prem. We heard today 55% of your revenue comes from cloud. And we know you made a decision years ago to run on AWS. Help us understand, I mean these are core, hard core enterprise apps that are running in the cloud. So help us debunk some of those myths and add some color to that. >> The traditional processes of rolling out major applications and enterprise applications in an enterprise is completely changing. And it's also changing because of the capabilities of the cloud. And the approach that Infor takes, which is very easy to assemble and configure with our Ion technology and collaboration technology, such as Mingle, to put these applications in place in a much faster way for our customers than some of the traditional players in the ERP market have been accustomed to do. And they just don't have the current technology approach or foundation to be able to move quickly to the cloud, as we do at Infor. >> In talking about Infor, you talked a little bit about the brand evolution, how are you getting the word out? Infor is really a sleeping giant in the technology industry. How are you getting your name out there? >> Well one thing that we want to do with our brand is show, well first of all, introduce Infor to the world at large, that hasn't heard of us. And the way that we want to do that is by showing what kind of benefits we can give to customers in different industries. So we just recently launched our first-ever TV commercials. They have run on shows like Meet the Press, and some of the CNBC and MSNBC shows. That has, incidental, all of that was developed entirely, 100% in house, with Hook and Loop, our creative in-house creative agency. So we're very proud of that. We're looking to do more of that with TV. We also have a relationship with the Brooklyn Nets here in New York, where on the business side, we're enabling them with performance and team analytics with a whole slew of applications of that with biometric readings and imagery, when they're moving around on the court. That can then be used to help fine tune and make decisions on which personnel to use, which, what are the best players to be able to, say, shoot a free throw after one day of rest versus two days of rest. That level of analytics. So we are, in that partnership with the Nets, are also in a branding way, going to be on the Nets jersey starting this September with an Infor patch on the jersey. And we're announcing that also, this week. >> Awesome. This is definitely a New York theme here. We're here at the Javits Center, Brooklyn Nets, Hudson Yards, another huge project that you guys are intimately involved in. Not a lot of vendors are explicitly mentioned in that. Maybe talk about that a little bit. >> Well, Hudson Yards as a development is unique in that it is really a completely self-contained city in all respects. Where the concept is to be able to network the data and information of anybody within that city, with respect to where they live in the high-rises, where they shop in the retail stores or grocery stores, where they eat in the restaurants, and where they work with all of the businesses that are locating there, too. So that gives you so much potential to rethink how information can enable, just the way that you move about, even in the city. From keyless entry into facilities, to voice-activated tasks, like, can you please restock in my groceries in my refrigerator in my condo. So there's so many ways that that can be a broad showcase for the true smart city of the future. >> These are high-end clientele. This is very New York. I want to shift gears and talk about the eco system a little bit. There's a few names that I, maybe they were here before, but I hadn't seen them, at least prominently, certainly IBM, you mentioned Marketo, a great interesting partner, hot company, and some of the SIs are sort of coming out of the woodwork. >> Chip: Yes. >> Now when you think about your strategy for sort of micro verticals, the SIs, I always say, they love to eat at the trough. And if there's not a lot of customizations, they're not interested. However, you've attracted them, because you've now got a substantial enough estate. So talk about that evolution of the eco system. >> We're proud to have as our diamond sponsors this year, AVAAP, as well as Marketo. And AVAAP has been a longstanding partner for, implementation partner for us, in expanding areas. Their heritage is with Lawson in health care and they're doing a lot of implementations across our business in all geographies, in all industries. But what's new this year is we also have attracted some new, some of the big SIs, such as Deloitte and Accenture, Capgemini, Grant Thornton. So they have all come in as sponsors and we're really on the cusp of some big and bigger and better things with them in the different businesses. >> The other thing I wanted to ask you about is Infor has a unique way of attracting interesting speakers. I've done probably five or six thousand interviews in the last five or six years, and some of the most interesting have been at Inforum. Deborah Norville came on in New Orleans, last year Lara Logan, Naomi Tutu, Karina Hollekim, amazing three women interviews. >> Rebecca: This year Susan Rice. >> This year Susan Rice was here, so what's that all about? They're not techies, they're just interesting people. What are you trying to do there? >> Well, we have a program, the Women's Infor Network, WIN, that was created by Pam Murphy, our chief operating officer, and starting a few Inforums ago, we wanted to use Inforum as a platform to showcase innovative women in the world. And it's a little bit of a departure from our product and technology messages. And this year, we've got, as you mentioned, some great inspiring women, like Jill Biden, the former first, vice president-- >> Rebecca: Second lady. >> And also, Susan Rice, as you mentioned. So, it's going to be, it's always a very popular session. >> Yes, and we're looking forward to having those women on theCUBE, too, tomorrow. >> Chip: Absolutely. >> Chip, thanks so much for joining us, it's been a pleasure. >> Thank you for having me. >> I'm Rebecca Knight, for Dave Vellante. We'll have more from Inforum 2017 after this. (techno music)