Jenn Saavedra, Dell Technology Summit
>>Okay, we're back with Jen Vera, who's the Chief Human Resource Officer of Dell, and we're gonna discuss people, culture and hybrid work and leadership in the post isolation economy. Jen, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to, to get the update. It's great to see you again. Thanks for coming on the cube. >>Thanks for having me, Dave. There's been a lot of change, just a short amount of time, so I'm excited to, to share some of our learnings with >>You. I, I mean, I'll bet there has, I mean, post pandemic companies, they're trying, everybody's trying to figure out the return to work and, and what it looks like. You know, last May there was really a theme of flexibility, but depending, we talked about, well, millennial or not young old, and it's just really was mixed, but, so how have you approached the topic? What, what are your policies? What's changed since we last talked? You know, what's working, you know, what's still being worked? What would you recommend to other companies to over to you? >>Yeah. Well, you know, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before. Hybrid was a thing, so for over a decade we've been doing what we called connected workplace. So we have kind of a, a history and we have some great learnings from that. Although things did change for the entire world. You know, March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is, we're such a data driven company. There's so many headlines out there, you know, about all these things that people think could happen will happen, but there wasn't a lot of data behind it. So we took a step back and we asked our team members, How do you think we're doing? And we asked very kind of strong language, because we've been doing this for a while. >>We asked them, Do you think we're leading in the world of hybrid? And 86% of our team members said that were, which is great, but we always know there's nuance right behind that macro level. So we, we asked them a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things. We're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data, asked our team members what their experiences. And what we have found is really, you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive and to have a really healthy business. >>Well, I like that you were data driven around it with the data business here. So, but, but there is a lot of debate around your culture and how it suffers in a hybrid environment and how remote workers won't get, you know, promoted. And so I'm curious, you know, and I've, and I've seen some like-minded companies like Dell say, Hey, we want you guys to work the way you wanna work. But then they've, I've seen them adjust and say, Well, yeah, but we also want you to know in the office, be so we can collaborate a little bit more. So what are you seeing at Dell and, and, and how do you maintain that cultural advantage that you're alluding to in this kind of strange, new ever changing world? >>Yeah. Well, I think, look, one approach doesn't fit all. So I don't think that the approach that works for Dell Technologies is necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. You know, they tell us time and time again, one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really wanna meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. >>So, you know, for, for us, it really does make sense to go forward with this. And so we haven't, we haven't taken a step back. We've been doing hybrid, We'll continue to do hybrid, but just like if you, you know, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role work, workout with your leader, what really makes the most sense to drive things forward. >>I, >>You were, were talking, that's >>What we, you were talking before about myths and you know, the, I wanna talk about team member performance cuz there's a lot of people believe that if, if you're not in the office, you have disadvantages, People in the office have the advantage cuz they get FaceTime. Is is that a myth? You know, is there some truth to that? What, what do you think about that? >>Well, for us, you know, we look, again, we just looked at the data. So we said we don't wanna create a have and have not culture that you're talking about. We really wanna have an inclusive culture. We wanna be outcome driven, we're meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance. We looked at rewards and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, it doesn't, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data. And that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where >>You work. And it's personal too, I think, I think some people can be really productive at home. I happen to be one that I'm way more productive in the office cause the dogs aren't barking. I have less distractions. And so, yeah, I think we think, and I think the takeaway that in just in talking to, to, to you Jen and, and folks at Dell is, you know, whatever works for you, we're we're gonna, we're gonna support. So I, I wanted to switch gears a little bit and talk about leadership and, and very specifically empathic leadership has been said to be, have a big impact on attracting talent, retaining talent, but, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study. It was like two thirds the people felt like their organization underestimates the people requirements. And I, I ask myself, I'm like, Hmm, what am I missing? You know, with our folks. So especially as it relates to, to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >>I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the the value that you bring to the company, then you're not gonna get very far. So I think empathetic leadership has always been part of the foundation of a trusting, strong relationship between a leader and a team member. But if I think we look back on the last two years, and I imagine it'll be even more so as we go forward, empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible, that you and confident that you can take us forward, but also that, you know, and understand me as a human being. >>And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about as leaders, we've probably been thinking about a decision or a transformation for months or weeks and we're ready to go execute, We're ready to go operationalize that thing. And so sometimes when we get to that point, because we've been talking about it for so long, we sent out the email, we have the all hands and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is on this change curve where I am. Let's take a pause, let me put myself in their shoes and really think about how we bring everybody along. Culture. >>You know, Jen, in the spirit of myth busting, I mean I'm one of those people who felt like that a business is gonna have a hard time, harder time fostering this culture of collaboration and innovation in post isolation economy as they, they could pre covid. But you know, I notice there's, there's an announcement today that came across my desk, I think it's from Newsweek. Yes. And, and it's the list of top hundred companies recognized for employee motivation satisfaction. And it was really interesting because you, you always see, oh, we're the top 10 or the top hundred, But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model and doing so have earned the loyalty and respect of the people who work for them. >>Number one of the lists is Dell sap. So congratulations. SAP was number two. I mean, there really isn't any other tech company on there, certainly no large tech companies on there. So I always see these lists, they go, Yeah, okay, that's cool. Top a hundred, whatever. But top one in, in, in an industry where there's only two in the top is, is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations, you know, how'd you do it and how are you succeeding in, in this new world? >>Well thanks. It does feel great to be number one, but you know, it doesn't happen by accident. And I think while most companies have a, a culture and a spouse values, we have ours called the culture code. But it's really been very important to us that it's not just a poster on the wall or or words on paper. And so we embed our culture code into all of our HR practices, that whole ecosystem from recognition rewards to performance evaluation, to interviewee to development. We build it into everything. So it really reflects who we are and you experience it every day. And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that, in fact it does. So I think that that's really been kind of the secret to our success. If you, if you listen to Michael Dell, he'll always say, you know, the most special thing about Dell is our culture and our people. And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >>Don't you think too that repetition and, well first of all, belief in that cultural philosophy is, is important and then kind of repeating, like you said, Yeah, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, power a positive thinking, do want to others as others, you know, you have others do it to you. Don't make the see you're gonna do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were, >>That you might have had a >>Were instilled in me and now I'm bringing them forward and you know, paying it forward. But, but so it, my, I guess my, my point is, and it's kind of a point observation, but I'll turn it into a question, is isn't isn't consistency and belief in your values really, really important? >>I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time and as an HR professional, you know, it's not the HR people just talking about our culture, it's our business leaders, it's our ceo, it's our CEOs, it's our partners. We share our culture code with our partners and our vendors and our suppliers and, and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're gonna get. And so it is something that we talk about that we embed in, into everything that we do. And I think it's, it's really important that you don't just think it's a one and done cuz that's not how things really, really work >>Well. It's a culture of respect. You know, high performance, high expectations, accountability, having followed the company and worked with the company for many, many years, you always respect the dignity of your partners and your people. So really appreciate your time Jen. Again, congratulations on being number one. >>Thank you so much. >>You're very welcome. Okay. You've been watching a special presentation of the Cube inside Dell Technology Summit 2022. Remember, these episodes are all available on demand@thecube.net and you can check out silicon angle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of breaking analysis. This is Dave Ante, thanks for watching and we'll see you next time.
SUMMARY :
It's great to see you again. so I'm excited to, to share some of our learnings with You know, what's working, you know, what's still being worked? you know, about all these things that people think could happen will happen, And what we have found is really, you don't have to be together in the office And so I'm curious, you know, And so we really wanna meet them where they are so that they can be productive. And so we haven't, we haven't taken a step back. What, what do you think about that? and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is to, to you Jen and, and folks at Dell is, you know, whatever works for you, socially, economically, that taking that time to say you want your team members to And I think with regard to transformation that you But you know, So first of all, congratulations, you know, how'd you do it and how are you succeeding And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, Were instilled in me and now I'm bringing them forward and you know, paying it forward. the time and as an HR professional, you know, it's not the HR people just talking accountability, having followed the company and worked with the company for many, many years, you always respect and we'll see you next time.
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Dell Technology Summit
>>As we said in our analysis of Dell's future, the transformation of Dell into Dell emc and now Dell Technologies has been one of the most remarkable stories in the history of the technology industry. After years of successfully integrated EMC and becoming VMware's number one distribution channel, the metamorphosis of Dell com culminated in the spin out of VMware from Dell and a massive wealth creation milestone pending, of course the Broadcom acquisition of VMware. So where's that leave Dell and what does the future look like for this technology powerhouse? Hello and welcome to the Cube's exclusive coverage of Dell Technology Summit 2022. My name is Dave Ante and I'll be hosting the program today In conjunction with the Dell Tech Summit. We'll hear from four of Dell's senior executives. Tom Sweet is the CFO of Dell Technologies. He's gonna share his views of the company's position and opportunities and answer the question, why is Dell good long term investment? >>Then we'll hear from Jeff Boudreau was the president of Dell's ISG business unit. He's gonna talk about the product angle and specifically how Dell is thinking about solving the multi-cloud challenge. And then Sam Grow Cot is the senior vice president of marketing's gonna come in the program and give us the update on Apex, which is Dell's as a service offering and a new edge platform called Project Frontier. By the way, it's also Cybersecurity Awareness Month, and we're gonna see if Sam has any stories there. And finally, for a company that's nearly 40 years old, Dell has some pretty forward thinking philosophies when it comes to its culture and workforce. And we're gonna speak with Jen Savira, who's Dell's chief Human Resource officer about hybrid work and how Dell is thinking about the future of work. We're gonna geek out all day and talk multi-cloud and edge and latency, but first, let's talk wallet. Tom Sweet cfo, and one of Dell's key business architects. Welcome back to the cube, >>Dave, it's good to see you and good to be back with you. So thanks for having me, Jay. >>Yeah, you bet. Tom. It's been a pretty incredible past 18 months. Not only the pandemic and all that craziness, but the VMware spin, you had to give up your gross margin binky as kidding, and, and of course the macro environment. I'm so sick of talking about the macro, but putting that aside for a moment, what's really remarkable is that for a company at your size, you've had some success at the top line, which I think surprised a lot of people. What are your reflections on the last 18 to 24 months? >>Well, Dave, it's been an incredible, not only last 18 months, but the whole transformation journey. If you think all the way back maybe to the LBO and forward from there, but, you know, stepping into the last 18 months, it's, you know, I, I think I remember talking with you and saying, Hey, you know, this scenario planning we did at the beginning of this pandemic journey was, you know, 30 different scenarios roughly, and none of which sort of panned out the way it actually did, which was a pretty incredible growth story as we think about how we helped customers, you know, drive workforce productivity, enabled their business model during the all remote work environment. That was the pandemic created. And couple that with the, you know, the, the rise then and the infrastructure spin as we got towards the tail end of the, of the pandemic coupled with, you know, the spin out of VMware, which culminated last November, as you know, as we completed that, which unlocked a pathway back to investment grade within unlocked, quite frankly shareholder value, capital allocation frameworks. It's really been a remarkable, you know, 18, 24 months. It's, it's never dull at Dell Technologies. Lemme put it that way. >>Well, well, I was impressed with you, Tom, before the leverage buyout and then what I've seen you guys navigate through is, is, is truly amazing. Well, let's talk about the challenging macro. I mean, I've been through a lot of downturns, but I've never seen anything quite like this with fed tightening and you're combating inflation, you got this recession looming, there's a bear market you got, but you got zero unemployment, you're rising wages, strong dollar, and it's very confusing. But it spending is, you know, it's somewhat softer, but it's still not bad. How are you seeing customers behave? How is Dell responding? >>Yeah, look, if you think about the markets we play in Dave, and we should start there as a grounding, you know, the, the total market, the core market that we think about is roughly 700 and, you know, 50 billion or so. If you think about our core IT services capability, you couple that with some of the, the growth initiatives that we're driving and the adjacent markets that that, that brings in, you're roughly talking a 1.4 to $1.5 trillion market opportunity, total addressable market. And so from from that perspective, we're extraordinarily bullish on where are we in the journey as we continue to grow and expand. You know, we have, we're number one share in just about every category that we plan, but yet when you look at that, you know, number one share in some of these, you know, our highest share position may be, you know, low thirties and maybe in the high end of storage you're at the upper end of thirties or 40%. >>But the opportunity there to continue to expand the core and, and continue to take share and outperform the market is truly extraordinary. So, so you step back and think about that, then you say, okay, what have we seen over the last number of months and quarters? It's been, you know, really great performance through the pandemic as, as you highlighted, we actually had a really strong first half of the year of our fiscal year 23 with revenue up 12% operating income up 12% for the first half. You know, what we talked about as you, if you might recall in our second quarter earnings, was the fact that we were starting to see softness. We had seen it in the consumer PC space, which is not a big area of focus for us in the sense of our, our total revenue stream, but we started to see commercial PC soften and we were starting to see server demand soften a bit and storage demand was, was holding quite frankly. >>And so we gave a a framework around guidance for the rest of the year as a, of what we were seeing. You know, the macro environment as you highlight it continues to be challenging. You know, if you look at inflation rates and the efforts by central banks across the globe to with through interest rate rise to press down and, and constrain growth and push down inflation, you couple that with supply chain challenges that continue principle, particularly in the ISG space. And then you couple that with the Ukraine war and the, and the energy crisis that that's created. And particularly in Europe, it's a pretty dynamic environment. And, but I'm confident, you know, I'm confident in the long term, but I do think that there is, you know, that there's navigation that we're going to have to do over the coming number of quarters, who knows quite how long, you know, to, to make sure the business is properly positioned and, you know, we've got a great portfolio and you're gonna talk to some of the team LA later on as you think your way through some of the solution capabilities we're driving what we're seeing around technology trends. >>So the opportunities there, there's some short term navigation that we're gonna need to do just to make sure that we address some of the, you know, some of the environmental things that we're seeing right >>Now. Yeah. And as a global company, of course you're converting local currencies back to appreciated dollars. That's, that's, that's another headwind. But as you say, I mean, that's math and you're navigating it. And again, I've seen a lot of downturns, but you know, the best companies not only weather the storm, but they invest in ways they that allow them to cut out, come out the other side stronger. So I wanna talk about that longer term opportunity, the relationship between the core, the the business growth. You mentioned the tam, I mean, even as a lower margin business, if, if you can penetrate that big of a tam, you could still throw off a lot of cash and you've got other levers to turn in potentially acquisitions and software. And, but so ultimately what gives you confidence in Dell's future? How should we think about Dell's future? >>Yeah, look, I, I think it comes down to we are extraordinarily excited about the opportunity over the long term digital transformation continues. I I am on numerous customer and CIO calls every week. Customers are continuing to invest in digital transformation and infrastructure to enable their business model. Yes, maybe it's gonna slow or, or pause or maybe they're not gonna invest quite at the same rate over the next number of quarters, but over the long term the needs are there. You look at what we're doing around the, the growth opportunities that we see, not only in our core space where we continue to invest, but also in the, what we call the strategic adjacencies. Things like 5G and modern telecom infrastructure as our, the telecom providers across the globe open up their, what a cl previous been closed ecosystems, you know, to open architecture. You think about, you know, what we're doing around the edge and the distribution now that we're seeing of compute and storage back to the edge given data gravity and latency matters. >>And so we're pretty bullish on the opportunity in front of us, you know, yes, we will and we're continuing to invest and you know, Jeff Boudreau talk about that I think later on in the program. So I'm excited about the opportunities and you look at our cash flow generation capability, you know, we are in, in, in normal times a, a cash flow generation machine and we'll continue to do so, You know, we've got a negative, you know, CCC in terms of, you know, how do we think about efficiency of working capital? And we look at our, you know, our capital allocation strategy, which has now returned, you know, somewhere in near 60% of our free cash flow back to shareholders. And so, you know, there's lots to, lots of reasons to think about why this, you know, we are a great sort of, I think value creation opportunity and a over the long term that the long term trends are with us, and I expect them to continue to be so, >>Yeah, and you guys, you, you, you do what you say you're gonna do. I mean, I said in my, in my other piece that I did recently, I think you guys put 46 billion on the, on the, on the balance sheet in terms of debt. That's down to I think 16 billion in the core, which that's quite remarking and that gives you some other opportunities. Give us your, your closing thoughts. I mean, you kind of just addressed why Dell is a good long term play, but I'll give you an opportunity to bring us home. >>Hey, Dave. Yeah, look, I, I just think if you look at the good, the market opportunity, the size and scale of Dell and how we think about the competitive advantages that we have, we com you know, if you look at, say we're a hundred billion revenue company, which we were a year, you know, last year, that as we reported roughly 60, 65 billion of that in the client, in in PC space, roughly, you know, 35 to 40 billion in the ISG or infrastructure space, those markets are gonna continue the opportunity to grow, share, grow at a premium to the market, drive, cash flow, drive, share gain is clearly there. You couple that with, you know, what we think the opportunity is in these adjacent markets, whether it's telecom, the edge, what we're thinking around data services, data management, you know, we, and you cut, you put that together with the long term trends around, you know, data creation and digital transformation. We are extraordinarily well positioned. We have the largest direct selling organization in in the technology space. We have the largest supply chain, our services footprint, you know, well positioned in my mind to take advantage of the opportunities as we move forward. >>Well Tom, really appreciate you taking the time to speak with us. Good to see you again. >>Nice seeing you. Thanks Dave. >>All right. You're watching the Cubes exclusive behind the scenes coverage of Dell Technology Summit 2022. In a moment, I'll be back with Jeff Boudreau. He's the president of Dell's ISG Infrastructure Solutions Group. He's responsible for all the important enterprise business at Dell, and we're excited to get his thoughts, keep it right there. >>Welcome back to the cube's exclusive coverage of the Dell Technology Summit. I'm Dave Ante and we're going inside with Dell execs to extract the signal from the noise. And right now we're gonna dig into customer requirements in a data intensive world and how cross cloud complexities get resolved from a product development perspective and how the ecosystem fits in to that mosaic to close the gaps and accelerate innovation. And with me now as friend of the cube, Jeff Boudreau, he's the president of the Infrastructure Solutions Group, ISG at Dell Technologies. Jeff, always good to see you. Welcome. >>You too. Thank you for having me. It's great to see you and thanks for having me back on the cube. I'm thrilled to be here. >>Yeah, it's our pleasure. Okay, so let's talk about what you're observing from customers today. You know, we talk all the time about operating in a data driven multi-cloud world, blah, blah, blah, blah. But what does that all mean to you when you have to translate that noise into products that solve specific customer problems, Jeff? >>Sure. Hey, great question. And everything always starts with our customers. There are motivation, they're top of mind, everything we do, my leadership team and I spend a lot of time with our customers. We're listening, we're learning, we're really understanding their pain points, and we wanna get their feedback in regards to our solutions, both turn and future offerings, really ensure that we're aligned to meeting their business objectives. I would say from these conversations, I'd say customers are telling us several things. First, it's all about data for no surprise going back to your opening. And second, it's about the multi-cloud world. And I'd say the big thing coming from all of this is that both of those are driving a ton of complexity for our customers. And I'll unpack that just a bit, which is first the data. As we all know, data is growing at unprecedented rates with more than 90% of the world's data being produced in the last two years alone. >>And you can just think of that in it's everywhere, right? And so as it as the IT world shifts towards distributed compute to support that data growth and that data gravity to really extract more value from that data in real time environments become inherently more and more hybrid and more and more multi-cloud. Which leads me to the second key point that I've been hearing from our customers, which it's a multi-cloud world, not new news. Customers by default have multiple clouds running across multiple locations that's on-prem and off-prem, it's running at the edge and it's serving a variety of different needs. Unfortunately, for most of our CU customers, multi-cloud is actually added to their complexity. As we've discussed. It's been a lot more of multi-cloud by default versus multi-cloud by design. And if you really think about our customers, I mean, I, I, I've talking to 'EM all the time, you think about the data complexity, that's the growth and the gravity. >>You think about their infrastructure complexity shifting from central to decentralized it, you think about multi-cloud complexity. So you have these walled gardens, if you will. So you have multiple vendors and you have these multiple contracts that all creates operational complexity for their teams around their processes of their tools. And then you think about security complexity that that dries with the, just the increased tax service and the list goes on. So what are we seeing for our customers? They, what they really want from us, and what they're asking us for is simplicity, not complexity. The immediacy, not latency. They're asking for open and aligned versus I'd say siloed and closed. And they're looking for a lot more agility and not rigidity in what we do. So they really wanna simplify everything. They're looking for a simpler IT and a more agile it. And they want more control of their data, right? >>And so, and they want to extract more of the value to enrich their business or their customer engagements, which all sounds pretty obvious and we've probably all heard it a bunch, but it's really hard to achieve. And that's where I believe, and we believe as Dell that we, it creates a big opportunity for us to really help our customers as that great simplifier of it. We're already doing this today on just a couple quick examples. First is Salesforce. We've supported recently, we've supported their global expansion with a multi-cloud solution to help them drive their business growth. Our solution delivered a reliable and consistent IT experience. We go back to that complexity and it was across a very distributed environment, including more than 60 data centers, 230 countries and hundreds of thousands of customers. It really provided Salesforce with the flexibility of placing workloads and data in an environment based on the right service level. >>Objective things like cost complexity or even security compliance considerations. The second customer A is a big New England Patriot fan. And Dan, Dave, I know you are as well. Oh yeah, this one's near, near data to my heart, it's the craft group. We just created a platform to span all the businesses that create more, I'd say data driven, immersive, secure experience, which is allowing them to capture data at the edge and use it for real time insights for things like cyber resiliency, but also like safety of the facilities. And as being a PA fan like I am, did they truly are meeting us where we are in our seats on their mobile devices and also in the parking lot. So just keep that in mind next time you're there. The bottom line, everything we're doing is really to make it simpler for our customers and to help them get the most of their data. I'd say we're gonna do this, is it through a multi-cloud by design approach, which we talked a lot about with you and and others at Dell Tech world earlier this year, >>Right? And we had Salesforce on, actually at Dell Tech group. The craft group is interesting because, you know, when you get to the stadium, you know, everybody's trying to get, get, get out to the internet and, and, but then the experience is so much better if you can actually, you know, deal with that edge. So I wanna talk about complexity though. You got data, you got, you know, the, the edge, you got multiple clouds, you got a different operating model across security model, different. So a lot of times in this industry we solve complexity with more complexity and it's like a bandaid. So I wanna, I wanna talk to, to how you're innovating around simplicity in ISG to address this complexity and what this means for Dell's long term strategy. >>Sure, I'd love to. So first I, I'd like to state the obvious, which are our investments in our innovations really focused on advancing, you know, our, our our customers needs, right? So we are really, our investments are gonna be targeted. We, we believe customers can have the most value. And some of that's gonna be around how we create strategic partnerships as well connected to what we just spoke about. Much of the complexity of customers have or experiencing is in the orchestration and management of all the data in all these different places and customers, you know, they must be able to quickly deploy and operate across cloud environments. They need to increase their developer productivity, really enabling those developers that do what they do best, which is creating more value for their customers than for their businesses. Our innovation efforts are really focused on addressing this by delivering an open and modern IT architecture that allows customers to run and manage any workload in any cloud anywhere. >>Data lives we're focused on, also focused on consumption based solutions, which allow for a greater degree of simplicity and flexibility, which they're really asking for as well. The foundation for this is our software to define common storage layer, that common storage layer. You can think about this Dave, as our ias if you will. It underpins our data access in mobility across all data types and locations. So you can think private, public, telecom, colo, edge, and it's delivered in a secure, holistic, and consistent cloud experience through Apex. We are making a ton of progress to let you just to be, just to be clear, we've made headway in things like Project Alpine, which you're very well aware of. This is our storage as a service. We announce this back in in January, which brings our unique software IP from our flagship storage platform to all the major public clouds. >>Really delivering the best of both worlds, allowing our customers to take advantage of Dell's enterprise class data services and storage software, such as performance at scale, resiliency, efficiency and security. But in addition to that, we're leveraging the breadth of the public cloud services, right? They're on demand scaling capabilities and access to analytical services. So in addition, we're really, we're, we're on our way to win at the edge as well with Project Frontier, which reduces complexity at the edge by creating an open and secure software platform to help our customers simplify their edge operations, optimize their edge environments and investments, secure that edge environment as well. I believe you're gonna be discussing Project Frontier here with Sam Gro Crop, the very near future. So I won't give up too many more details there. And lastly, we're also scaling Apex, which, oh, well, shifting from our vision, really shifting from vision to reality and introducing several new Apex service offerings, which are coming to market over the next month or so. And the intent is really supporting our customers on their as a service transitions by modernize the consumption experience and providing that flexible as a service model. Ultimately, we're trying to help our customers achieve that multi-cloud by design to really simplify it and unlock the power of their data. >>So some good examples there. I I like to talk about the super Cloud as you, you know, you're building on top of the, you know, hyperscale infrastructure and you got Apex is your cloud, the common storage layer, you call it your is. And that's, that's a ingredient in what we call the super cloud out to the edge. You have to have a common platform there and one of the hallmarks of a cloud company. And as you become a cloud company, everybody's a cloud company ecosystem becomes really, really important in terms of product development and, and innovation. Matt Baker always loves to stress it's not a zero zero sum game. And, and I think Super Cloud recognizes that, that there's value to be built on top of other clouds and, and, and of course on top of your infrastructure so that your ecosystem can add value. So what role does the ecosystem play there? >>For me, it's, it's pretty clear. It's, it's, it's critical. I can't say that enough above the having an open ecosystem. Think about everything we just discussed, and I agree with your super cloud analogy. I agree with what Matt Baker had said to you, I would certain no one company can actually address all the pain points and all the issues and challenges our customers are having on their own, not one. I think customers really want and deserve an open technology ecosystem, one that works together. So not these close stacks that discourages interoperability or stifles innovation and productivity of our, of each of our teams. We del I guess have a long history of supporting open ecosystems that really put customers first. And to be clear, we're gonna be at the center of the multi-cloud ecosystem and we're working with partners today to make that a reality. >>I mean, just think of what we're doing with VMware. We continue to build on our first and best alliances with them in August at their VMware explorer, which I know you were at, we announced several joint engineering initiatives to really help customers more easily manage and gain value from their data and their infrastructure. For multi-cloud specifically, we strength our relationship with VMware and with Tansu as part of that. In addition, just a few weeks ago we announced our partnership with Red Hat to simplify our multi-cloud deployments for managing containerized workloads. I'd say, and using your analogy, I could think of that as our multicloud platform. So that's kind of our PAs layer, if you will. And as you're aware, we have a very long standing and strategic partnership with Microsoft and I'd say stay tuned. There's a lot more to come with them and also others in this multicloud space. >>Shifting a bit to some of the growth engines that my team's responsible for the edge, right? As you think about data being everywhere, we've established partnerships for the Edge as well with folks like PTC and Litmus for the manufacturing edge, but also folks like Deep North for the retail edge analytics and data management. Using your Supercloud analogy, Dave the sa, right? This is our Sasa, we've announced that we're collaborating, partnering with folks like Snowflake and, and there's other data management companies as well to really simplify data access and accelerate those data insights. And then given customers choice of where they'd like to have their IT and their infrastructure, we've we're expanding our colo partnerships as well with folks like eex and, and they're allowing us to broaden our availability of Apex, providing customers the flexibility to take advantage of those as a service offerings wherever it's delivered and where they can get the most value. So those are just some you can hear from me. I think it's critical not only for, for us, I think it's critical for our customers. I think it's been critical, critical for the entire, you know, industry as a whole to really have that open technology ecosystem as we work with our customers on our multi-cloud solutions really to meet their needs. We'll continue to collaborate with whoever customers choose and you know, and who they want us to do business with. So I'd say a lot more coming in that space. >>So it's been an interesting three years for you, just, just over three years now since you've been made the president of the IS isg. And so you had to dig in and, and it was obviously a strange time around the world, but, but you really had to look at, okay, how do we modernize the platform? How do we make it, you know, cloud first, You've mentioned the edge, we're expanding. So what are the big takeaways? What do you want customers and our audience to understand? Just some closing thoughts and if you could summarize. >>Sure. So I'd say first, you know, we discussed we're working in a very fast paced, ever-changing market with massive amounts of data that needs to be managed. It's very complex and our customers need help with that complexity. I believe that Dell Technologies is uniquely positioned to help as their multicloud champion. No one else can solve the breadth and depth of the challenges like we can. And we're gonna help our customers move forward when they basically moving from a multi-cloud by default, as we've discussed before, to multicloud by design. And I'm really excited for the opportunity to work with our customers to help them expand that ecosystem as they truly realize the future of it and, and what they're trying to accomplish. >>Jeff, thanks so much. Really appreciate your time. Always a pleasure. Go pats and we'll see you on the blog. >>Thanks Dave. >>All right, you're watching exclusive insight insights from Dell Technology Summit on the cube, your leader in enterprise and emerging tech coverage. >>Hello everyone, this is Dave Lanta and you're watching the Cubes coverage of the Dell Technology Summit 2022 with exclusive behind the scenes interviews featuring Dell executive perspectives. And right now we're gonna explore Apex, which is Dell's as a service offering Dell's multi-cloud and edge strategies and the momentum around those. And we have news around Project Frontier, which is Dell's vision for its edge platform. And there's so much happening here. And don't forget it's cyber security Awareness month. Sam Grot is here, he's the senior vice president of marketing at Dell Technologies. Sam, always great to see you. How you doing? >>Always great to be here, Dave. >>All right, let's look at cloud. Everybody's talking about cloud Apex, multi-cloud, what's the update? How's it going? Where's the innovation and focal points of the strategy? >>Yeah, yeah. Look Dave, if you think back over the course of this year, you've really heard, heard us pivot as a company and discussing more and more about how multi-cloud is becoming a reality for our customers today. And when we listen and talk with our customers, they really describe multi-cloud challenges and a few key threads. One, the complexity is growing very, very quickly. Two, they're having a harder time controlling how their users are accessing the various different clouds. And then of course, finally the cloud costs are growing unchecked as well. So we, we like to describe this phenomenon as multi-cloud by design. We're essentially, organizations are waking up and seeing cloud sprawl around their organization every day. And this is creating more and more of those challenges. So of course at Dell we've got a strong point of view that you don't need to build multicloud by by default, rather it's multicloud by design where you're very intentional in how you do multicloud. >>And how we deliver multicloud by design is through apex. Apex is our modern cloud and our modern consumption experience. So when you think about the innovation as well, Dave, like we've been on a pretty quick track record here in that, you know, the beginning of this year we introduced brand new Apex backup services that provides that SAS based backup service. We've introduced or announced project outline, which is bringing our storage software, intellectual property from on-prem and putting it and running it natively in the public cloud. We've also introduced new Apex cyber recovery services that is simplifying how customers protect against cyber attacks. They can run an Amazon Azure, aw, I'm sorry, Amazon, aws, Azure or Google. And then, you know, we are really focused on this multi-cloud ecosystem. We announce key partnerships with SaaS providers such as Snowflake, where you can now access our information or our data from on-prem through the Snow Snowflake cloud. >>Or if needed, we can actually move the data to the Snowflake cloud if required. So we're continuing to build out that ecosystem SaaS providers. And then finally I would say, you know, we made a big strategic announcement just recently with Red Hat, where we're not only delivering new Apex container services, but we announce the strategic partnership to build jointly engineered solutions to address hybrid and multi-cloud solutions going forward. You know, VMware is gonna always continue to be a key partner of ours at the la at the recent VMware explorer we announced new Tansu integration. So, So Dave, I, I think in a nutshell we've been innovating at a very, very fast pace. We think there is a better way to do multi-cloud and that's multi-cloud by design. >>Yeah, we heard that at Dell Technologies world. First time I had heard that multi-cloud by design versus sort of default, which is great Alpine, which is sort of our, what we called super cloud in the making. And then of course the ecosystem is critical for any cloud company. VMware of course, you know, top partner, but the Snowflake announcement was very interesting Red Hat. So seeing that expand, now let's go out to the edge. How's it going with the edge expansion? There's gotta be new speaking of ecosystem, the edge is like a whole different, you know, OT type, that's right, ecosystem, that's telcos what and what's this new frontier platform all about? >>Yeah, yeah. So we've talked a lot about cloud and multi clouds, we've talked about private and hybrid cloud, we've talked about public clouds, clouds and cos, telcos, et cetera. There's really been one key piece of our multi-cloud and technology strategy that we haven't spent a lot of time on. And that's the edge. And we do see that as that next frontier for our customers to really gain that competitive advantage that is created from their data and get closer to the point of creation where the data lives. And that's at the edge. We see the edge infrastructure space growing very, very quickly. We see upwards of 300% year of year growth in terms of amount of data being created at the edge. That's almost 3000 exabytes of data by 2026. So just incredible growth. And the edge is not really new for Dell. We've been at it for over 20 years of delivering edge solutions. >>81% of the Fortune 100 companies in the US use Dell solutions today at the Edge. And we are the number one OEM provider of Edge solutions with over 44,000 customers across over 40 industries and things like manufacturing, retail, edge healthcare, and more. So Dave, while we've been at it for a long time, we have such a, a deep understanding of how our customers are using Edge solutions. Say the bottom line is the game has gotta change. With that growth that we talked about, the new use cases that are emerging, we've got to un unlock this new frontier for customers to take advantage of the edge. And that's why we are announcing and revealing Project Frontier. And Project Frontier in its most simplest form, is a software platform that's gonna help customers and organizations really radically simplify their edge deployments by automating their edge operations. You know, with Project Frontier organizations are really gonna be able to manage, OP, and operate their edge infrastructure and applications securely, efficiently and at scale. >>Okay, so it is, first of all, I like the name, it is software, it's a software architecture. So presumably a lot of API capabilities. That's right. Integration's. Is there hardware involved? >>Yeah, so of course you'll run it on Dell infrastructure. We'll be able to do both infrastructure orchestration, orchestration through the platform, but as well as application orchestration. And you know, really there's, there's a handful of key drivers that have been really pushing our customers to take on and look at building a better way to do the edge with Project Frontier. And I think I would just highlight a handful of 'em, you know, freedom of choice. We definitely see this as an open ecosystem out there, even more so at the Edge than any other part of the IT stack. You know, being able to provide that freedom of choice for software applications or I O T frameworks, operational technology or OT for any of their edge use cases, that's really, really important. Another key area that we're helping to solve with Project Frontier is, you know, being able to expect zero trust security across all their edge applications from design to deployment, you know, and of course backed by an end and secure supply chain is really, really important to customers. >>And then getting that greater efficiency and reliability of operations with the centralized management through Project Frontier and Zero Touch deployments. You know, one of the biggest challenges, especially when you get out to the far, far reach of the frontier is really IT resources and being able to have the IT expertise and we built in an enormous amount of automation helps streamline the edge deployments where you might be deploying a single edge solution, which is highly unlikely or hundreds or thousands, which is becoming more and more likely. So Dave, we do think Project Frontier is the right edge platform for customers to build their edge applications on now and certain, excuse me, certainly, and into the future. >>Yeah. Sam, no truck rolls. I like it. And you, you mentioned, you mentioned Zero trust. So we have Mother's Day, we have Father's Day. The kids always ask When's kids' day? And we of course we say every day is kids' day and every day should be cybersecurity awareness day. So, but we have cybersecurity awareness month. What does it mean for Dell? What are you hearing from customers and, and how are you responding? >>Yeah, yeah. No, there isn't a more prevalent pop of mind conversation, whether it's the boardroom or the IT departments or every company is really have been forced to reckon with the cybersecurity and ransom secure issues out there. You know, every decision in IT department makes impacts your security profile. Those decisions can certainly, positively, hopefully impact it, but also can negatively impact it as well. So data security is, is really not a new area of focus for Dell. It's been an area that we've been focused on for a long time, but there are really three core elements to cyber security and data security as we go forward. The first is really setting the foundation of trust is really, really important across any IT system. And having the right supply chain and the right partner to partner with to deliver that is kind of the foundation in step one. >>Second, you need to of course go with technology that is trustworthy. It doesn't mean you are putting it together correctly. It means that you're essentially assembling the right piece parts together. That, that coexist together in the right way. You know, to truly change that landscape of the attackers out there that are gonna potentially create risk for your environment. We are definitely pushing and helping to embrace the zero trust principles and architectures that are out there. So finally, while when you think about security, it certainly is not absolute all correct. Security architectures assume that, you know, there are going to be challenges, there are going to be pain points, but you've gotta be able to plan for recovery. And I think that's the holistic approach that we're taking with Dell. >>Well, and I think too, it's obviously security is a complicated situation now with cloud you've got, you know, shared responsibility models, you've got that a multi-cloud, you've got that across clouds, you're asking developers to do more. So I think the, the key takeaway is as a security pro, I'm looking for my technology partner through their r and d and their, you mentioned supply chain processes to take that off my plate so I can go plug holes elsewhere. Okay, Sam, put a bow on Dell Technology Summit for us and give us your closing thoughts. >>Yeah, look, I I think we're at a transformative point in it. You know, customers are moving more and more quickly to multi-cloud environments. They're looking to consume it in different ways, such as as a service, a lot of customers edge is new and an untapped opportunity for them to get closer to their customers and to their data. And of course there's more and more cyber threats out there every day. You know, our customers when we talk with them, they really want simple, consistent infrastructure options that are built on an open ecosystem that allows them to accomplish their goals quickly and successfully. And look, I think at Dell we've got the right strategy, we've got the right portfolio, we are the trusted partner of choice, help them lead, lead their, their future transformations into the future. So Dave, look, I think it's, it's absolutely one of the most exciting times in it and I can't wait to see where it goes from here. >>Sam, always fun catching up with you. Appreciate your time. >>Thanks Dave. >>All right. A Dell tech world in Vegas this past year, one of the most interesting conversations I personally had was around hybrid work and the future of work and the protocols associated with that and the mindset of, you know, the younger generation. And that conversation was with Jen Savira and we're gonna speak to Jen about this and other people and culture topics. Keep it right there. You're watching the cube's exclusive coverage of Dell Technology Summit 2022. Okay, we're back with Jen Vera, who's the chief human resource officer of Dell, and we're gonna discuss people, culture and hybrid work and leadership in the post isolation economy. Jen, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to, to get the update. It's great to see you again. Thanks for coming on the cube. >>Thanks for having me Dave. There's been a lot of change in just a short amount of time, so I'm excited to, to share some of our learnings >>With you. I, I mean, I bet there has, I mean, post pandemic companies, they're trying, everybody's trying to figure out the return to work and, and what it looks like. You know, last May there was really a theme of flexibility, but depending, we talked about, well, millennial or not young old, and it's just really was mixed, but, so how have you approached the topic? What, what are your policies? What's changed since we last talked? You know, what's working, you know, what's still being worked? What would you recommend to other companies to over to you? >>Yeah, well, you know, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before. Hybrid was a thing. So for over a decade we've been doing what we called connected workplace. So we have kind of a, a history and we have some great learnings from that. Although things did change for the entire world. You know, March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is, we're such a data driven company, there's so many headlines out there, you know, about all these things that people think could happen will happen, but there wasn't a lot of data behind it. So we took a step back and we asked our team members, How do you think we're doing? And we asked very kind of strong language because we've been doing this for a while. >>We asked them, Do you think we're leading in the world of hybrid in 86% of our team members said that we were, which is great, but we always know there's nuance right behind that macro level. So we, we asked 'em a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things. We're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data, asked our team members what their experience is. And what we have found is really, you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive and to have it really healthy business. >>Well, I like that you were data driven around it in the data business here. So, but, but there is a lot of debate around your culture and how it suffers in a hybrid environment, how remote workers won't get, you know, promoted. And so I'm curious, you know, and I've, and I've seen some like-minded companies like Dell say, Hey, we, we want you guys to work the way you wanna work. But then they've, I've seen them adjust and say, Well yeah, but we also want you to know in the office be so we can collaborate a little bit more. So what are you seeing at Dell and, and, and how do you maintain that cultural advantage that you're alluding to in this kind of strange, new ever changing world? >>Yeah, well I think, look, one approach doesn't fit all. So I don't think that the approach that works for Dell Technologies isn't necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. You know, they tell us time and time again, one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really wanna meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. >>So, you know, for, for us, it really does make sense to go forward with this. And so we haven't, we haven't taken a step back. We've been doing hybrid, we'll continue to do hybrid, but just like if you, you know, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role, workout with your leader, what really makes the most sense to drive things forward. >>I >>You were, so >>That's what we, you were talking before about myths and you know, I wanna talk about team member performance cuz there's a lot of people believe that if, if you're not in the office, you have disadvantages, people in the office have the advantage cuz they get FaceTime. Is is that a myth? You know, is there some truth to that? What, what do you think about that? >>Well, for us, you know, we look, again, we just looked at the data. So we said we don't wanna create a have and have not culture that you're talking about. We really wanna have an inclusive culture. We wanna be outcome driven, we're meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance, we looked at rewards and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, it doesn't, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data. And that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where you work. >>And it's personal too, I think, I think some people can be really productive at home. I happen to be one that I'm way more productive in the office cause the dogs aren't barking. I have less distractions. And so I think we think, and, and I think the takeaway that in just in talking to, to, to you Jen and, and folks at Dell is, you know, whatever works for you, we're we're gonna, we're gonna support. So I I wanted to switch gears a little bit, talk about leadership and, and very specifically empathic leadership has been said to be, have a big impact on attracting talent, retaining talent, but, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study. It was like two thirds the people felt like their organization underestimates the people requirements. And I, I ask myself, I'm like, what am I missing? I hope, you know, with our folks, so especially as it relates to, to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >>I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the the value that you bring to the company, then you're not gonna get very far. So I think empathetic leadership has always been part of the foundation of a trusting, strong relationship between a leader and a team member. But if I think we look back on the last two years, and I imagine it'll be even more so as we go forward, empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible, that you and confident that you can take us forward, but also that, you know, and understand me as a human being. >>And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about is leaders. We've probably been thinking about a decision or transformation for months or weeks and we're ready to go execute, we're ready to go operationalize that thing. And so sometimes when we get to that point, because we've been talking about it for so long, we send out the email, we have the all hands and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is on a change curve where I am. Let's take a pause, let me put myself in their shoes and really think about how we bring everybody along. >>You know, Jen, in the spirit of myth busting, I mean I'm one of those people who felt like that a business is gonna have a hard time, harder time fostering this culture of collaboration and innovation post isolation economy as they, they could pre covid. But you know, I noticed there's a, there's an announcement today that came across my desk, I think it's from Newsweek. Yes. And, and it's the list of top hundred companies recognized for employee motivation satisfaction. And it was really interesting because you, you always see, oh, we're the top 10 or the top hundred, But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model. And they doing so have earned the loyalty and respect of the people who work for them. >>Number one on the list is Dell sap. So congratulations SAP was number two. I mean, there really isn't any other tech company on there, certainly no large tech companies on there. So I always see these lists, they go, Yeah, okay, that's cool, top a hundred, whatever. But top one in, in, in an industry where there's only two in the top is, is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations, you know, how'd you do it? And how are you succeeding in, in this new world? >>Well thanks. It does feel great to be number one, but you know, it doesn't happen by accident. And I think while most companies have a, a culture and a spouse values, we have ours called the culture code. But it's really been very important to us that it's not just a poster on the wall or or words on paper. And so we embed our culture code into all of our HR practices, that whole ecosystem from recognition of rewards to performance evaluation, to interviewing, to development. We build it into everything. So it really reflects who we are and you experience it every day. And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that, in fact it does. So I think that that's really been kind of the secret to our success. If you, if you listen to Michael Dell, he'll always say, you know, the most special thing about Dell is our culture and our people. And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >>Don't you think too that repetition and, well first of all, belief in that cultural philosophy is, is important. And then kind of repeating, like you said, Yeah, it's not just a poster in the wall, but I remember like, you know, when we're kids, your parents tell you, okay, power positive thinking, do one to others as others, you know, you have others do it to you. Don't make the say you're gonna do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were, >>They might have had a >>Were instilled in me and now I'm bringing them forward and, you know, paying it forward. But, but so i, it, it, my, I guess my, my point is, and it's kind of a point observation, but I'll turn it into a question, is isn't isn't consistency and belief in your values really, really important? >>I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time and as an HR professional, you know, it's not the HR people just talking about our culture, it's our business leaders, it's our ceo, it's our COOs ev, it's our partners. We share our culture code with our partners and our vendors and our suppliers and, and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're gonna get. And so it is something that we talk about that we embed in, into everything that we do. And I think it's, it's really important that you don't just think it's a one and done cuz that's not how things really, really work >>Well. And it's a culture of respect, you know, high performance, high expectations, accountability at having followed the company and worked with the company for many, many years. You always respect the dignity of your partners and your people. So really appreciate your time Jen. Again, congratulations on being number one. >>Thank you so much. >>You're very welcome. Okay. You've been watching a special presentation of the cube inside Dell Technology Summit 2022. Remember, these episodes are all available on demand@thecube.net and you can check out s silicon angle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of breaking analysis. This is Dave Valante, thanks for watching and we'll see you next time.
SUMMARY :
My name is Dave Ante and I'll be hosting the program today In conjunction with the And we're gonna speak with Jen Savira, Dave, it's good to see you and good to be back with you. all that craziness, but the VMware spin, you had to give up your gross margin binky as the spin out of VMware, which culminated last November, as you know, But it spending is, you know, it's somewhat softer, but it's still not bad. category that we plan, but yet when you look at that, you know, number one share in some of these, So, so you step back and think about that, then you say, okay, what have we seen over the last number of months You know, the macro environment as you highlight it continues to be challenging. And again, I've seen a lot of downturns, but you know, the best companies not only weather the storm, You think about, you know, And so, you know, in my other piece that I did recently, I think you guys put 46 billion the edge, what we're thinking around data services, data management, you know, Good to see you again. Nice seeing you. He's responsible for all the important enterprise business at Dell, and we're excited to get his thoughts, how the ecosystem fits in to that mosaic to close the gaps and accelerate It's great to see you and thanks for having me back on the cube. But what does that all mean to you when you have to translate And I'd say the big thing coming from all of this is that both of those are driving And if you really think about our customers, I mean, I, I, I've talking to 'EM all the time, you think about the data complexity, And then you think about security complexity that that dries And that's where I believe, and we believe as Dell that we, it creates a big opportunity for us to really help And Dan, Dave, I know you are as well. you know, when you get to the stadium, you know, everybody's trying to get, get, get out to the internet all the data in all these different places and customers, you know, to let you just to be, just to be clear, we've made headway in things like Project Alpine, And the intent is really supporting And as you become And to be clear, So that's kind of our PAs layer, if you will. We'll continue to collaborate with whoever customers choose and you know, How do we make it, you know, cloud first, You've mentioned the edge, we're expanding. the opportunity to work with our customers to help them expand that ecosystem as they truly realize the Go pats and we'll see you All right, you're watching exclusive insight insights from Dell Technology Summit on the cube, And right now we're gonna explore Apex, which is Dell's as a service offering Where's the innovation and focal points of the strategy? So of course at Dell we've got a strong point of view that you don't need to build multicloud So when you think about you know, we made a big strategic announcement just recently with Red Hat, There's gotta be new speaking of ecosystem, the edge is like a whole different, you know, And that's the edge. And we are the number one OEM provider of Edge solutions with over 44,000 Okay, so it is, first of all, I like the name, it is software, And I think I would just highlight a handful of 'em, you know, freedom of choice. the edge deployments where you might be deploying a single edge solution, and, and how are you responding? And having the right supply chain and the right partner you know, there are going to be challenges, there are going to be pain points, but you've gotta be able to plan got, you know, shared responsibility models, you've got that a multi-cloud, you've got that across clouds, And look, I think at Dell we've got the right Sam, always fun catching up with you. with that and the mindset of, you know, the younger generation. There's been a lot of change in just a short amount of time, You know, what's working, you know, what's still being worked? So we took a step back and we asked our team members, How do you think we're doing? And what we have found is really, you don't have to be together in the office we want you guys to work the way you wanna work. And so we really wanna you know, we talk about not being a mandate. That's what we, you were talking before about myths and you know, I wanna talk about team member performance cuz Well, for us, you know, we look, again, we just looked at the data. I hope, you know, with our folks, socially, economically, that taking that time to say you want your team members And I think with regard to transformation that you But you know, So first of all, congratulations, you know, how'd you do it? And then to make sure that we're not, you know, fooling ourselves, it's not just a poster in the wall, but I remember like, you know, when we're kids, your parents tell you, Were instilled in me and now I'm bringing them forward and, you know, paying it forward. the time and as an HR professional, you know, it's not the HR people just talking the dignity of your partners and your people. And don't forget to check out wikibon.com each
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>>Okay, we're back with Jen Vera, who's the Chief Human Resource Officer of Dell, and we're gonna discuss people, culture and hybrid work and leadership in the post isolation economy. Jen, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to, to get the update. It's great to see you again. Thanks for coming on the cube. >>Thanks for having me, Dave. There's been a lot of change and just a short amount of time, so I'm excited to, to share some of our learnings with >>You. I, I mean, I bet there has, I mean, post pandemic companies, they're trying, everybody's trying to figure out the return to work and, and what it looks like. You know, last May there was really a theme of flexibility, but depending, we talked about, well, millennial or not young old, and it's just really was mixed, but, so how have you approached the topic? What, what are your policies? What's changed since we last talked? You know, what's working, what's still being worked? What would you recommend to other companies to over to you? >>Yeah. Well, you know, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before. Hybrid was a thing, so for over a decade we've been doing what we called connected workplace. So we have kind of a, a history and we have some great learnings from that. Although things did change for the entire world. You know, March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is, we're such a data driven company. There's so many headlines out there, you know, about all these things that people think could happen will happen, but there wasn't a lot of data behind it. So we took a step back and we asked our team members, How do you think we're doing? And we asked very kind of strong language, because we've been doing this for a while. >>We asked them, Do you think we're leading in the world of hybrid? And 86% of our team members said that we were, which is great, but we always know there's nuance right behind that macro level. So we, we asked them a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things. We're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data, asked our team members what their experiences. And what we have found is really, you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive and to have a really healthy business. >>Well, I like that you were data driven around it with the data business here. So, but, but there is a lot of debate around your culture and how it suffers in a hybrid environment, how remote workers won't get, you know, promoted. And so I'm curious, you know, and I've, and I've seen some like-minded companies like Dell say, Hey, we, we want you guys to work the way you wanna work. But then they've, I've seen them adjust and say, Well, yeah, but we also want you to know in the office, so, so we can collaborate a little bit more. So what are you seeing at Dell and, and, and how do you maintain that cultural advantage that you're alluding to in this kinda strange new ever changing world? >>Yeah. Well, I think, look, one approach doesn't fiddle. So I don't think that the approach that works for Dell Technologies is necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. You know, they tell us time and time again, one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really wanna meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. >>So, you know, for, for us, it really does make sense to go forward with this. And so we haven't, we haven't taken a step back. We've been doing hybrid, we'll continue to do hybrid, but just like if you, you know, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role, workout with your leader, what really makes the most sense to drive things forward. >>I >>Mean, you talking, So that's >>What we do. You were talking before about myths and you know, I wanna talk about team member performance cuz there's a lot of people believe that if, if you're not in the office, you have disadvantages, People in the office have the advantage cuz they get FaceTime. Is is that a myth? You know, is there some truth to that? What, what do you think about that? >>Well, for us, you know, we look, again, we just looked at the data. So we said we don't wanna create a have and have not culture that you're talking about. We really wanna have an inclusive culture, We wanna be outcome driven, we're meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance, we looked at rewards and recognition, we looked at attrition rates, we looked at sentiment, Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, it doesn't, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data and that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where you work. >>And it's personal too, I think, I think some people can be really productive at home. I happen to be one that I'm way more productive in the office cuz the dogs aren't barking. I have less distractions. And so, yeah, I think we think, and I think the takeaway that in just in talking to, to, to you Jen and, and folks at Dell is, you know, whatever works for you, we're we're gonna, we're gonna support. So I, I wanted to switch gears a little bit and talk about leadership and, and very specifically empathic leadership has been said to be, have a big impact on attracting talent, retaining talent, but, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study. It was like two thirds the people felt like their organization underestimates the people requirements. And I, I asked myself, I'm like, Hmm, what am I missing? You know, with our folks. So especially as it relates to, to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >>I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the the value that you bring to the company, then you're not gonna get very far. So I think empathetic leadership has always been part of the foundation of a trusting, strong relationship between a leader and a team member. But if I think we look back on the last two years, and I imagine it'll be even more so as we go forward, empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible, that you and confident that you can take us forward, but also that, you know, and understand me as a human being. >>And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about is leaders. We've probably been thinking about a decision or transformation for months or weeks and we're ready to go execute, we're ready to go operationalize that thing. And so sometimes when we get to that point, because we've been talking about it for so long, we send out the email, we have the all hands and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is honest change curve where I am. Let's take a pause, let me put myself in their shoes and really think about how we bring everybody along the journey. >>You know, Jen, in the spirit of myth busting, I mean I'm one of those people who felt like that a business is gonna have a hard time, harder time fostering this culture of collaboration and innovation post isolation economy as they, they could pre covid. But you know, I notice there's, there's an announcement today that came across my desk, I think it's from Newsweek. Yes. And, and it's the list of top hundred companies recognized for employee motivation satisfaction. And it was really interesting because you know, you always see, oh, we're the top 10 or the top hundred, But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model. And in doing so, have earned the loyalty and respect of the people who worked for them. >>Number one on the list is Dell sap. So congratulations. SAP was number two. I mean, there really isn't any other tech company on there, certainly no large tech companies on there. So I always see these lists like go, yeah, okay, that's cool, top a hundred, whatever. But top one in, in, in an industry where there's only two in the top is, is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations, you know, how'd you do it? And how are you succeeding in, in this new world? >>Well thanks. It does feel great to be number one, but you know, it doesn't happen by accident. And I think while most companies have a, a culture and a spouse values, we have ours called the culture code. But it's really b been very important to us that it's not just a poster on the wall or or words on paper. And so we embed our culture code into all of our HR practices, that whole ecosystem from recognition rewards to performance evaluation, to interviewee to development. We build it into everything. So it really reflects who we are and you experience it every day. And then to make sure that we're not, you know, fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that, in fact it does. So I think that that's really been kind of the secret to our success. If you, if you listen to Michael Dell, he'll always say, you know, the most special thing about Dell is our culture and our people. And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >>Don't you think too that repetition and, well first of all, belief in that cultural philosophy is, is important. And then kind of repeating, like you said, Yeah, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, power positive thinking, do one to others as others, you know, you have others do it to you. Don't make this, you're gonna do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were, >>They might have had a, values >>Were instilled in me and now I'm bringing them forward and, you know, paying it forward. But, but, so I guess my, my point is, and it's kind of a point observation, but I'll turn it into a question, is isn't isn't consistency and belief in your values really, really important? >>I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time and as an HR professional, you know, it's not the HR people just talking about our culture, it's our business leaders, it's our ceo, it's our COOs, it's our partners. We share our culture code with our partners and our vendors and our suppliers and, and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're gonna get. And so it is something that we talk about that we embed in, into everything that we do. And I think it's, it's really important that you don't just think it's a one and done cuz that's not how things really, really work >>Well. And it's a culture of respect. You know, high performance, high expectations, accountability at having followed the company and worked with the company for many, many years. You'd always respect the dignity of your partners and your people. So really appreciate your time Jen. Again, congratulations on being number one. >>Thank you so much. >>You're very welcome. Okay, you've been watching a special presentation of the Cube inside Dell Technology Summit 2022. Remember, these episodes are all available on demand@thecube.net and you can check out silicon angle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of breaking analysis. This is Dave Ante, thanks for watching and we'll see you next time.
SUMMARY :
It's great to see you again. so I'm excited to, to share some of our learnings with but, so how have you approached the topic? So we took a step back and we asked our team members, How do you think we're doing? And what we have found is really, you don't have to be together in the we want you guys to work the way you wanna work. And so we really wanna meet them where they are so that they can be productive. I think the companies that say nobody will come in or you You were talking before about myths and you know, I wanna talk about team member performance cuz there's Well, for us, you know, we look, again, we just looked at the data. to, to you Jen and, and folks at Dell is, you know, whatever works for you, socially, economically, that taking that time to say you want your team members to And that to me is really what it's about. And it was really interesting because you know, you always see, oh, we're the top 10 or the top hundred, So first of all, congratulations, you know, how'd you do it? And then to make sure that we're not, you know, fooling ourselves, it's not just a poster on the wall, but I remember like, you know, when we're kids, your parents tell you, okay, Were instilled in me and now I'm bringing them forward and, you know, paying it forward. the time and as an HR professional, you know, it's not the HR people just talking So really appreciate your time Jen. you can check out silicon angle.com for all the news and analysis.
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Dell Tech Summit Jen Saavedra
(bright upbeat music) >> Okay, we're back with Jenn Saavedra, who's the Chief Human Resource Officer of Dell and we're going to discuss people culture and hybrid work and leadership in the post isolation economy. Jenn, the conversations that we had at Dell Tech World this past May around the new work environment were some of the most interesting and engaging that I had personally. So I'm really eager to get the update. It's great to see you again. Thanks for coming on theCUBE. >> Thanks for having me, Dave. There's been a lot of change in just a short amount of time. So I'm excited to share some of our learnings with you. >> I mean, I bet there has, I mean post pandemic companies, they're trying everybody's trying to figure out the return to work and what it looks like. Last May there was really a theme of flexibility but depending, and we talked about, well, millennial or not, young, old, and it's just really was mixed. So how have you approached the topic? What are your policies? What's changed since we last talked? What's working, what's still being worked? What would you recommend to other companies to... Over to you. >> Yeah, well, this isn't a topic that's necessarily new to Dell technology. So we've been doing hybrid before hybrid was a thing. So for over a decade we've been doing what we called connected workplace. So we have kind of a history and we have some great learnings from that. Although things did change for the entire world. In March of 2020, we went from kind of this hybrid to everybody being remote for a while. But what we wanted to do is we're such a data-driven company. There's so many headlines out there, about all these things that people think could happen will happen but there wasn't a lot of data behind it. So we took a step back and we asked our team members, how do you think we're doing? And we asked very kind of strong language because we've been doing this for a while, we asked them, do you think we're leading in the world of hybrid? And 86% of our team members said that we were which is great, but we always know there's nuance behind that macro level. So we asked 'em a lot of different questions and we just went on this kind of myth busting journey and we decided to test some of those things we're hearing about Culture Willow Road or new team members will have trouble being connected or millennials will be different. And we really just collected a lot of data asked our team members what their experiences. And what we have found is really you don't have to be together in the office all the time to have a strong culture, a sense of connection, to be productive, and to have a really healthy business. >> Well, I like that you were data driven around it with the data business here. But there is a lot of debate around your culture and how it suffers in a hybrid environment, how remote workers won't get promoted. And so I'm curious, and I've seen some like-minded companies like Dell say, Hey, we want you guys to work the way you want to work. But then I've seen them adjust and say, Well, yeah, but we also want you to know in the office week so we can collaborate a little bit more. So what are you seeing at Dell and do you maintain that cultural advantage that you're alluding to in this kind of strange new ever changing world? >> Yeah, well, I think, look, one approach doesn't fiddle. So I don't think that the approach that works for Dell Technologies is necessarily the approach that works for every company. It works with our strategy and culture. It is really important that we listen to our team members and that we support them through this journey. They tell us time and time again one of the most special things about our culture is that we provide flexibility and choice. So we're not a mandate culture. We really want to make sure that our team members know that we want them to be their best and do their best. And not every individual role has the same requirements. Not every individual person has the same needs. And so we really want to meet them where they are so that they can be productive. They feel connected to the team and to the company and engaged and inspired. So, for us it really does make sense to go forward with this. And so we haven't taken a step back. We've been doing hybrid, we'll continue to do hybrid. But just like if you, we talk about not being a mandate. I think the companies that say nobody will come in or you have to come in three days a week, all of that feels more limiting. And so what we really say is, work out with your team, work out with your role, work out with your leader what really makes the most sense to drive things forward. >> I mean, you talk- >> So that's what we do. >> You were talking before about myths and I want talk about team member performance 'cause there's, a lot of people believe that if you're not in the office, you have disadvantages, people in the office have the advantage 'cause they get FaceTime. Is is that a myth? Is there some truth to that? What do you think about that? >> Well, for us, we look, again we just looked at the data. So we said we don't want to create a have and have not culture that you're talking about. We really want to have an inclusive culture, we want to be outcome-driven. We're a meritocracy. But we went and we looked at the data. So pre pandemic, we looked at things like performance, we looked at rewards and recognition, we looked at attrition rates, we looked at sentiment. Do you feel like your leader is inspiring? And we found no meaningful differences in any of that or in engagement between those who worked fully remote, fully in the office or some combination between. So our data would bust that myth and say, you don't have to be in an office and be seen to get ahead. We have equitable opportunity. Now, having said that, you always have to be watching that data and that's something that we'll continue to do and make sure that we are creating equal opportunity regardless of where you work. >> And it's personal too, I think I think some people can be really productive at home. I happen to be one that I'm way more productive in the office 'cause the dogs aren't barking. I have less distractions. And so, yeah, and I think the takeaway that in just in talking to you Jenn and folks at Dell is, whatever works for you we're going to support. So I wanted to switch gears a little bit and talk about leadership and very specifically, empathic leadership has been said to have a big impact on attracting talent, retaining talent, but it's hard to have empathy sometimes. And I know I saw some stats in a recent Dell study, it was like two thirds of the people felt like their organization underestimates the people requirements. And I asked myself, I'm like, Hmm, what am I missing with our folks? So especially as it relates to transformation programs. So how can human resource practitioners support business leaders generally, specifically as it relates to leading with empathy? >> I think empathy's always been important. You have to develop trust. You can have the best strategy in the world, right? But if you don't feel like your leader understands who you are, appreciates the value that you bring to the company then you're not going to get very far. So I think empathetic leadership has always been part of the foundation of a trusting strong relationship between a leader and a team member. But if I think we look back on the last two years and I imagine it'll be even more so as we go forward. Empathetic leadership will be even more important. There's so much going on in the world, politically, socially, economically, that taking that time to say you want your team members to see you as credible and confident that you can take us forward, but also that you know and understand me as a human being. And that to me is really what it's about. And I think with regard to transformation that you brought up, I think one of the things we forget about as leaders we've probably been thinking about a decision or transformation for months or weeks and we're ready to go execute, we're ready to go operationalize that thing. And so sometimes when we get to that point because we've been talking about it for so long we send out the email, we have the all hands, and we just say we're ready to go. But our team members haven't always been on that journey for those months that we have. And so I think that empathetic moment to say, Okay, not everybody is on this change curve where I am, let's take a pause, let me put myself in their shoes and really think about how we bring everybody along the journey. >> Jenn, in the spirit of myth busting I mean, I'm one of those people who felt like that a business is going to have a harder time fostering this culture of collaboration and innovation in post isolation economy as they could pre-COVID. But I notice there's an announcement today that came across my desk, I think it's from Newsweek. Yes, and it's the list of top hundred companies recognized for employee motivation, satisfaction. And it was really interesting because you always see, oh, we're the top 10 or the top 100. But this says as a survey of 1.4 million employees from companies ranging from 50 to 10,000 employees. And it recognizes the companies that put respect, caring, and appreciation for their employees at the center of their business model, and in doing so, have earned the loyalty and respect of the people who work for them. Number one on the list is Dell, SAP. So congratulations. SAP was number two. I mean, there really isn't any other tech company on there certainly no large tech companies on there. So I always see these lists, I go, Yeah, okay that's cool, top a hundred, whatever. But top one in an industry where there's only two in the top is pretty impressive. And how does that relate to fostering my earlier skepticism of a culture of collaboration? So first of all, congratulations. How'd you do it? And how are you succeeding in this new world? >> Well, thanks. It does feel great to be number one, but it doesn't happen by accident. And I think while most companies have a culture, and a spouse values, we have ours called the culture code. But it's really been very important to us that it's not just a poster on the wall or words on paper. And so we embed our culture code into all of our HR practices that whole ecosystem, from recognition rewards, to performance evaluation, to interviewee, to development. We build it into everything so it really reflects who we are and you experience it every day. And then to make sure that we're not fooling ourselves, we ask all of our employees, do you feel like the behaviors you see and the experience you have every day reflects the culture code? And 94% of our team members say that in fact it does. So I think that that's really been kind of the secret to our success. If you listen to Michael Dell, he'll always say, "The most special thing about Dell "is our culture and our people." And that comes through being very thoughtful and deliberate to preserve and protect and continue to focus on our culture. >> I don't you think too that repetition and, well, first of all, belief in that cultural philosophy is important. And then kind of repeating, like you said, Yeah it's not just a poster on the wall. But I remember like, when we're kids your parents tell you, okay, power of positive thinking, do unto others as you have others do it to you. You're going to do some dumb things but don't do the same dumb things twice and you sort of fluff it up. But then as you mature you say, Wow, actually those were- >> They might have had a point, right? >> Values were instilled in me and now I'm bringing them forward and paying it forward. But I guess my point is, and it's kind of a point observation but I'll turn it into a question. Isn't consistency and belief in your values really, really important? >> I couldn't agree with you more, right? I think that's one of those things that we talk about it all the time. And as an HR professional, it's not the HR people just talking about our culture. It's our business leaders, it's our CEO, it's our COOs, it's our partners. We share our culture code with our partners and our vendors and our suppliers and everybody, this is important. We say when you interact with anybody at Dell Technologies, you should expect that this is the experience that you're going to get. And so it is something that we talk about that we embed into everything that we do. And I think it's really important that you don't just think it's a one and done 'cause that's not how things really work. >> Well, and it's a culture of respect, high performance, high expectations, accountability, having followed the company and worked with the company for many, many years, you always respect the dignity of your partners and your people. So really appreciate your time, Jenn. Again, congratulations on being number one. >> Thank you so much. >> You're very welcome. Okay, you've been watching a special presentation of theCUBE inside Dell Technology Summit 2022. Remember, these episodes are all available on demand at thecube.net and you can check out siliconangle.com for all the news and analysis. And don't forget to check out wikibon.com each week for a new episode of Breaking Analysis. This is Dave Vellante, thanks for watching and we'll see you next time. (bright upbeat music)
SUMMARY :
Jenn, the conversations that we had So I'm excited to share out the return to work we asked them, do you think we're leading say, Hey, we want you guys to and that we support them What do you think about that? and make sure that we are that in just in talking to And that to me is really what it's about. And how does that relate to and the experience you have every day and you sort of fluff it up. and it's kind of a point observation And so it is something that we talk about Well, and it's a culture and you can check out siliconangle.com
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Yuvi Kochar, GameStop | Mayfield People First Network
>> Announcer: From Sand Hill Road in the heart of Silicon Valley, it's theCUBE, presenting the People First Network, insights from entrepreneurs and tech leaders. (bright electronic music) >> Everyone, welcome to this special CUBE conversation. We're here at Sand Hill Road at Mayfield Fund. This is theCUBE, co-creation of the People First Network content series. I'm John Furrier, host of theCUBE. Our next guest, Yuvi Kochar, who's the Data-centric Digital Transformation Strategist at GameStop. Variety of stints in the industry, going in cutting-edge problems around data, Washington Post, comScore, among others. You've got your own practice. From Washington, DC, thanks for joining us. >> Thank you, thanks for hosting me. >> This is a awesome conversation. We were just talking before we came on camera about data and the roles you've had over your career have been very interesting, and this seems to be the theme for some of the innovators that I've been interviewing and were on the People First is they see an advantage with technology, and they help companies, they grow companies, and they assist. You did a lot of different things, most notably that I recognized was the Washington Post, which is on the mainstream conversations now as a rebooted media company with a storied, historic experience from the Graham family. Jeff Bezos purchased them for a song, with my opinion, and now growing still, with the monetization, with subscriber base growing. I think they're number one in subscribers, I don't believe, I believe so. Interesting time for media and data. You've been there for what, how many years were you at the Washington Post? >> I spent about 13 years in the corporate office. So the Washington Post company was a conglomerate. They'd owned a lot of businesses. Not very well known to have owned Kaplan, education company. We owned Slate, we owned Newsweek, we owned TV stations and now they're into buying all kinds of stuff. So I was involved with a lot of varied businesses, but obviously, we were in the same building with the Washington Post, and I had front row seat to see the digital transformation of the media industry. >> John: Yeah, we-- >> And how we responded. >> Yeah, I want to dig into that because I think that illustrates kind of a lot what's happening now, we're seeing with cloud computing. Obviously, Cloud 1.0 and the rise of Amazon public cloud. Clearly, check, done that, a lot of companies, startups go there. Why would you provision a data center? You're a startup, you're crazy, but at some point, you can have a data center. Now, hybrid cloud's important. Devops, the application development market, building your own stack, is shifting now. It seems like the old days, but upside down. It's flipped around, where applications are in charge, data's critical for the application, infrastructure's now elastic. Unlike the old days of here's your infrastructure. You're limited to what you can run on it based on the infrastructure. >> Right. >> What's your thoughts on that? >> My thoughts are that, I'm a very, as my title suggests, data-centric person. So I think about everything data first. We were in a time when cloud-first is becoming old, and we are now moving into data-first because what's happening in the marketplace is the ability, the capability, of data analytics has reached a point where prediction, in any aspect of a business, has become really inexpensive. So empowering employees with prediction machines, whether you call them bots, or you call them analytics, or you call them machine learning, or AI, has become really inexpensive, and so I'm thinking more of applications, which are built data-out instead of data-in, which is you build process and you capture data, and then you decide, oh, maybe I should build some reporting. That's what we used to do. Now, you need to start with what's the data I have got? What's the data I need? What's the data I can get? We were just talking about, everybody needs a data monetization strategy. People don't realize how much asset is sitting in their data and where to monetize it and how to use it. >> It's interesting. I mean, I got my computer science degree in the 80s and one of the tracks I got a degree in was database, and let's just say that my main one was operating system. Database was kind of the throwaway at that time. It wasn't considered a big field. Database wasn't sexy at all. It was like, database, like. Now, if you're a database, you're a data guru, you're a rock star. The world has changed, but also databases are changing. It used to be one centralized database rules the world. Oracle made a lot of money with that, bought all their competitors. Now you have open source came into the realm, so the world of data is also limited by where the data's stored, how the data is retrieved, how the data moves around the network. This is a new dynamic. How do you look at that because, again, lagging in business has a lot to do with the data, whether it's in an application, that's one thing, but also having data available, not necessarily in real time, but if I'm going to work on something, I want the data set handy, which means I can download it or maybe get real-time. What's your thoughts on data as an element in all that moving around? >> So I think what you're talking about is still data analytics. How do I get insights about my business? How do I make decisions using data in a better way? What flexibility do I need? So you talk about open source, you think about MongoDB and those kind of databases. They give you a lot of flexibility. You can develop interesting insights very quickly, but I think that is still very much thinking about data in an old-school kind of way. I think what's happening now is we're teaching algorithms with data. So data is actually the software, right? So you get an open source algorithm. I mean Google and everybody else is happy to open source their algorithms. They're all available for free. But what, the asset is now the data, which means how you train your algorithm with your data, and then now, moving towards deploying it on the edge, which is you take an algorithm, you train it, then you deploy it on the edge in an IoT kind of environment, and now you're doing decision-making, whether it's self-driving cars, I mean those are great examples, but I think it's going down into very interesting spaces in enterprise, which is, so we have to all think about software differently because, actually, data is a software. >> That's an interesting take on it, and I love that. I mean I wrote a blog post in 2007 when we first started playing with the, in looking at the network effects on social media and those platforms was, I wrote a post, it was called Data is the New Development Kit. Development kit was what people did back then. They had a development kit and they would download stuff and then code, but the idea was is that data has to be part of the runtime and the compilation of, as software acts, data needs to be resident, not just here's a database, access it, pull it out, use it, present it, where data is much more of a key ingredient into the development. Is that kind of what you're getting at? >> Yes. >> Notion of-- >> And I think we're moving from the age of arithmetic-based machines, which is we put arithmetic onto chips, and we then made general-purpose chips, which were used to solve a huge amount of problems in the world. We're talking about, now, prediction machines on a chip, so you think about algorithms that are trained using data, which are going to be available on chips. And now you can do very interesting algorithmic work right on the edge devices, and so I think a lot of businesses, and I've seen that recently at GameStop, I think business leaders have a hard time understanding the change because we have moved from process-centric, process automation, how can I do it better? How can I be more productive? How can I make better decisions? We have trained our business partners on that kind of thinking, and now we are starting to say, no, no, no, we've got something that's going to help you make those decisions. >> It's interesting, you mentioned GameStop. Obviously, well-known, my sons are all gamers. I used to be a gamer back before I had kids, but then, can't keep up anymore. Got to be on that for so long, but GameStop was a retail giant in gaming. Okay, when they had physical displays, but now, with online, they're under pressure, and I had interviewed, again, at an Amazon event, this Best Buy CIO, and he says, "We don't compete with price anymore. "If they want to buy from Amazon, no problem, "but our store traffic is off the charts. "We personalize 50,000 emails a day." So personalization became their strategy, it was a data strategy. This is a user experience, not a purchase decision. Is this how you guys are thinking about it at GameStop? >> I think retail, if you look at the segment per se, personalization, Amazon obviously led the way, but it's obvious that personalization is key to attract the customer. If I don't know what games you play, or if I don't know what video you watched a little while ago, about which game, then I'm not offering you the product that you are most prone or are looking for or what you want to buy, and I think that's why personalization is key. I think that's-- >> John: And data drives that, and data drives that. >> Data drives that, and for personalization, if you look at retail, there's customer information. You need to know the customer. You need to know, understand the customer preferences, but then there's the product, and you need to marry the two. And that's where personalization comes into play. >> So I'll get your thoughts. You have, obviously, a great perspective on how tech has been built and now working on some real cutting-edge, clear view on what the future looks like. Totally agree with you, by the way, on the data. There's kind of an old guard/new guard, kind of two sides of the street, the winners and the losers, but hey, look, I think the old guard, if they don't innovate and become fresh and new and adopt the modern things that need to attract the new expectations and new experiences from their customers, are going to die. That being said, what is the success formula, because some people might say, hey, I'm data-driven. I'm doing it, look at me, I'm data. Well, not really. Well, how do you tell if someone's really data-driven or data-centric? What's the difference? Is there a tell sign? >> I think when you say the old guard, you're talking about companies that have large assets, that have been very successful in a business model that maybe they even innovated, like GameStop came up with pre-owned games, and for the longest of times, we've made huge amount of revenue and profit from that segment of our business. So yes, that's becoming old now, but I think the most important thing for large enterprises at least, to battle the incumbent, the new upstarts, is to develop strategies which are leveraging the new technologies, but are building on their existing capability, and that's what I drive at GameStop. >> And also the startups too, that they were here in a venture capital firm, we're at Mayfield Fund, doing this program, startups want to come and take a big market down, or come in on a narrow entry and get a position and then eat away at an incumbent. They could do it fast if they're data-centric. >> And I think it's speed is what you're talking about. I think the biggest challenge large companies have is an ability to to play the field at the speed of the new upstarts and the firms that Mayfield and others are investing in. That's the big challenge because you see this, you see an opportunity, but you're, and I saw that at the Washington Post. Everybody went to meetings and said, yes, we need to be digital, but they went-- >> They were talking. >> They went back to their desk and they had to print a paper, and so yes, so we'll be digital tomorrow, and that's very hard because, finally, the paper had to come out. >> Let's take us through the journey. You were the CTO, VP of Technology, Graham Holdings, Washington Post, they sold it to Jeff Bezos, well-documented, historic moment, but what a storied company, Washington Post, local paper, was the movie about it, all the historic things they've done from a reporting and journalism standpoint. We admire that. Then they hit, the media business starts changing, gets bloated, not making any money, online classifieds are dying, search engine marketing is growing, they have to adjust. You were there. What was the big, take us through that journey. >> I think the transformation was occurring really fast. The new opportunities were coming up fast. We were one of the first companies to set up a website, but we were not allowed to use the brand on the website because there was a lot of concern in the newsroom that we are going to use or put the brand on this misunderstood, nearly misunderstood opportunity. So I think it started there, and then-- >> John: This is classic old guard mentality. >> Yes, and it continued down because people had seen downturns. It's not like media companies hadn't been through downturns. They had, because the market crashes and we have a recession and there's a downturn, but it always came back because-- >> But this was a wave. I mean the thing is, downturns are economic and there's business that happens there, advertisers, consumption changes. This was a shift in their user base based upon a technology wave, and they didn't see it coming. >> And they hadn't ever experienced it. So they were experiencing it as it was happening, and I think it's very hard to respond to a transformation of that kind in a very old-- >> As a leader, how did you handle that? Give us an example of what you did, how you make your mark, how do you get them to move? What were some of the things that were notable moments? >> I think the main thing that happened there was that we spun out washingtonpost.com. So it became an independent business. It was actually running across the river. It moved out of the corporate offices. It went to a separate place. >> The renegades. >> And they were given-- >> John: Like Steve Jobs and the Macintosh team, they go into separate building. >> And we were given, I was the CTO of the dotcom for some time while we were turning over our CTO there, and we were given a lot of flexibility. We were not held accountable to the same level. We used the, obviously, we used-- >> John: You were running fast and loose. >> And we were, yes, we had a lot of flexibility and we were doing things differently. We were giving away the content in some way. On the online side, there was no pay wall. We started with a pay wall, but advertising kind of was so much more lucrative in the beginning, that the pay wall was shut down, and so I think we experimented a lot, and I think where we missed, and a lot of large companies miss, is that you need to leave your existing business behind and scale your new business, and I think that's very hard to do, which is, okay, we're going to, it's happening at GameStop. We're no longer completely have a control of the market where we are the primary source of where, you talk about your kids, where they go to get their games. They can get the games online and I think-- >> It's interesting, people are afraid to let go because they're so used to operating their business, and now it has to pivot to a new operating model and grow. Two different dynamics, growth, operation, operating and growing. Not all managers have that growth mindset. >> And I think there's also an experience thing. So most people who are in these businesses, who've been running these businesses very successfully, have not been watching what's happening in technology. And so the technology team comes out and says, look, let me show you what we can do. I think there has to be this open and very, very candid discussion around how we are going to transform-- >> How would you talk about your peer, developed peers out there, your peers and other CIOs, and even CISOs on the security side, have been dealing with the same suppliers over, and in fact, on the security side, the supplier base is getting larger. There's more tools coming out. I mean who wants another tool? So platform, tool, these are big decisions being made around companies, that if you want to be data-centric, you want to be a data-centric model, you got to understand platforms, not just buying tools. If you buy a hammer, they will look like a nail, and you have so many hammers, what version, so platform discussions come in. What's your thoughts on this? Because this is a cutting-edge topic we've been talking about with a lot of senior engineering leaders around Platform 2.0 coming, not like a classic platform to... >> Right, I think that each organization has to leverage or build their, our stack on top of commodity platforms. You talked about AWS or Azure or whatever cloud you use, and you take all their platform capability and services that they offer, but then on top of that, you structure your own platform with your vertical capabilities, which become your differentiators, which is what you take to market. You enable those for all your product lines, so that now you are building capability, which is a layer on top of, and the commodity platforms will continue to bite into your platform because they will start offering capabilities that earlier, I remember, I started at this company called BrassRing, recruitment automation. One of the first software-as-a-service companies, and I, we bought a little company, and the CTO there had built a web server. It was called, it was his name, it was called Barrett's Engine. (chuckles) And so-- >> Probably Apache with something built around it. >> So, in those days, we used to build our own web servers. But now today, you can't even find an engineer who will build a web server. >> I mean the web stack and these notions of just simple Web 1.0 building blocks of change. We've been calling it Cloud 2.0, and I want to get your thoughts on this because one of the things I've been riffing on lately is this, I remember Marc Andreessen wrote the famous article in Wall Street Journal, Software is Eating the World, which I agree with in general, no debate there, but also the 10x Engineer, you go into any forum online, talking about 10x Engineers, you get five different opinions, meaning, a 10x Engineer's an engineer who can do 10 times more work than an old school, old classical engineer. I bring this up because the notion of full stack developer used to be a real premium, but what you're talking about here with cloud is a horizontally scalable commodity layer with differentiation at the application level. That's not full stack, that's half stack. So you think the world's kind of changing. If you're going to be data-centric, the control plane is data. The software that's domain-specific is on top. That's what you're essentially letting out. >> That's what I'm talking about, but I think that also, what I'm beginning to find, and we've been working on a couple of projects, is you put the data scientists in the same room with engineers who write code, write software, and it's fascinating to see them communicate and collaborate. They do not talk the same language at all. >> John: What's it like? Give us a mental picture. >> So a data scientist-- >> Are they throwing rocks at each other? >> Well, nearly, because the data scientists come from the math side of the house. They're very math-oriented, they're very algorithm-oriented. Mathematical algorithms, whereas software engineers are much more logic-oriented, and they're thinking about scalability and a whole lot of other things, and if you think about, a data scientist develops an algorithm, it rarely scales. You have to actually then hand it to an engineer to rewrite it in a scalable form. >> I want to ask you a question on that. This is why I got you and you're an awesome guest. Thanks for your insights here, and we'll take a detour into machine learning. Machine learning really is what AI is about. AI is really nothing more than just, I love AI, it gets people excited about computer science, which is great. I mean my kids talk about AI, they don't talk about IoT, which is good that AI does that, but it's really machine learning. So there's two schools of thought on machine. I call it the Berkeley school on one end, not Berkeley per se but Berkeley talks about math, machine learning, math, math, math, and then you have other schools of thought that are on cognition, that machine learning should be more cognitive, less math-driven, spectrum of full math, full cognition, and everything in between. What's your thoughts on the relationship between math and cognition? >> Yeah, so it's interesting. You get gray hair and you kind of move up the stack, and I'm much more business-focused. These are tools. You can get passionate about either school of thought, but I think that what that does is you lose sight of what the business needs, and I think it's most important to start with what are we here trying to do, and what is the best tool? What is the approach that we should utilize to meet that need? Like the other day, we were looking at product data from GameStop, and we know that the quality of data should be better, but we found a simple algorithm that we could utilize to create product affinity. Now whether it's cognition or math, it doesn't matter. >> John: The outcome's the outcome. >> The outcome is the outcome, and so-- >> They're not mutually exclusive, and that's a good conversation debate but it really gets to your point of does it really matter as long as it's accurate and the data drives that, and this is where I think data is interesting. If you look at folks who are thinking about data, back to the cloud as an example, it's only good as what you can get access to, and cybersecurity, the transparency issue around sharing data becomes a big thing. Having access to the data's super important. How do you view that for, as CIOs, and start to think about they're re-architecting their organizations for these digital transformations. Is there a school of thought there? >> Yes, so I think data is now getting consolidated. For the longest time, we were building data warehouses, departmental data warehouses. You can go do your own analytics and just take your data and add whatever else you want to do, and so the part of data that's interesting to you becomes much more clean, much more reliable, but the rest, you don't care much about. I think given the new technologies that are available and the opportunity of the data, data is coming back together, and it's being put into a single place. >> (mumbles) Well, that's certainly a honeypot for a hacker, but we'll get that in a second. If you and I were doing a startup, we say, hey, let's, we've got a great idea, we're going to build something. How would we want to think about the data in terms of having data be a competitive advantage, being native into the architecture of the system. I'll say we use cloud unless we need some scale on premise for privacy reasons or whatever, but we would, how would we go to market, and we have an app, as apps defined, great use case, but I want to have extensibility around the data, I don't want to foreclose any future options, How should I think about my, how should we think about our data strategy? >> Yes, so there was a very interesting conversation I had just a month ago with a friend of mine who's working at a startup in New York, and they're going to build a solution, take it to market, and he said, "I want to try it only in a small market "and learn from it," and he's going very old school, focus groups, analytics, analysis, and I sat down, we sat at Grand Central Station, and we talked about how, today, he should be thinking about capturing the data and letting the data tell him what's working and what's not working, instead of trying to find focus groups and find very small data points to make big decisions. He should actually utilize the target, the POC market, to capture data and get ready for scale because if you want to go national after having run a test in... >> Des Moines, Iowa. >> Part of New York or wherever, then you need to already have built the data capability to scale that business in today's-- >> John: Is it a SaaS business? >> No, it's a service and-- >> So he can instrument it, just watch the data. >> And yes, but he's not thinking like that because most business people are still thinking the old way, and if you look at Uber and others, they have gone global at such a rapid pace because they're very data-centric, and they scale with data, and they don't scale with just let's go to that market and then let's try-- >> Yeah, ship often, get the data, then think of it as part of the life cycle of development. Don't think it as the old school, craft, launch it, and then see how it goes and watch it fail or succeed, and know six months later what happened, know immediately. >> And if you go data-centric, then you can turn the R&D crank really fast. Learn, test and learn, test and learn, test and learn at a very rapid pace. That changes the game, and I think people are beginning to realize that data needs to be thought about as the application and the service is being developed, because the data will help scale the service really fast. >> Data comes into applications. I love your line of data is the new software. That's better than the new oil, which has been said before, but data comes into the app. You also mentioned that app throws off data. >> Yuvi: Yes. >> We know that humans have personal, data exhaust all the time. Facebook made billions of dollars on our exhaust and our data. The role of data in and out of the application, the I/O of the application, is a new concept, you brought that up. I like that and I see that happening. How should we capture that data? This used to be log files. Now you got observability, all kinds of new words kind of coming into this cloud equation. How should people think about this? >> I think that has to be part of the design of your applications, because data is application, and you need to design the application with data in mind, and that needs to be thought of upfront, and not later. >> Yuvi, what's next for you? We're here in Sand Hill Road, VC firm, they're doing a lot of investments, you've got a great project with GameStop, you're advising startups, what's going on in your world? >> Yes, so I'm totally focused, as you probably are beginning to sense, on the opportunity that data is enabling, especially in the enterprise. I'm very interested in helping business understand how to leverage data, because this is another major shift that's occurring in the marketplace. Opportunities have opened up, prediction is becoming cheap and at scale, and I think any business runs on their capability to predict, what is the shirt I should buy? How many I should buy? What color should I buy? I think data is going to drive that prediction at scale. >> This is a legit way that everyone should pay attention to. All businesses, not just one-- >> All businesses, everything, because prediction is becoming cheap and automated and granular. That means you need to be able to not just, you need to empower your people with low-level prediction that comes out of the machines. >> Data is the new software. Yuvi, thanks so much for great insight. This is theCUBE conversation. I'm John Furrier here at Sand Hill Road at the Mayfield Fund, for the People First Network series. Thanks for watching. >> Yuvi: Thank you. (bright electronic music)
SUMMARY :
Announcer: From Sand Hill Road in the heart of the People First Network content series. and the roles you've had over your career So the Washington Post company was a conglomerate. Obviously, Cloud 1.0 and the rise of Amazon public cloud. and then you decide, oh, and one of the tracks I got a degree in was database, So data is actually the software, right? of the runtime and the compilation of, as software acts, that's going to help you make those decisions. Is this how you guys are thinking about it at GameStop? I think retail, if you look at the segment per se, but then there's the product, and you need to marry the two. and become fresh and new and adopt the modern things I think when you say the old guard, And also the startups too, that they were here That's the big challenge because you see this, and they had to print a paper, and so yes, Washington Post, they sold it to Jeff Bezos, I think the transformation was occurring really fast. They had, because the market crashes and we have a recession I mean the thing is, downturns are economic and I think it's very hard to respond to a transformation It moved out of the corporate offices. John: Like Steve Jobs and the Macintosh team, and we were given a lot of flexibility. is that you need to leave your existing business behind and now it has to pivot to a new operating model and grow. I think there has to be this open and in fact, on the security side, and you take all their platform capability and services But now today, you can't even find an engineer but also the 10x Engineer, you go into any forum online, and it's fascinating to see them communicate John: What's it like? and if you think about, a data scientist and then you have other schools of thought but I think that what that does is you lose sight as what you can get access to, and cybersecurity, much more reliable, but the rest, you don't care much about. being native into the architecture of the system. and letting the data tell him what's working Yeah, ship often, get the data, then think of it That changes the game, and I think people but data comes into the app. the I/O of the application, is a new concept, and you need to design the application with data in mind, I think data is going to drive that prediction at scale. This is a legit way that everyone should pay attention to. you need to empower your people with low-level prediction Data is the new software. (bright electronic music)
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Satyen Sangani, Alation | SAP Sapphire Now 2017
>> Narrator: It's theCUBE covering Sapphire Now 2017 brought to you by SAP Cloud Platform and HANA Enterprise Cloud. >> Welcome back everyone to our special Sapphire Now 2017 coverage in our Palo Alto Studios. We have folks on the ground in Orlando. It's the third day of Sapphire Now and we're bringing our friends and experts inside our new 4500 square foot studio where we're starting to get our action going and covering events anywhere they are from here. If we can't get there we'll do it from here in Palo Alto. Our next guest is Satyen Sangani, CEO of Alation. A hot start-up funded by Custom Adventures, Catalyst Data Collective, and I think Andreessen Horowitz is also an investor? >> Satyen: That's right. >> Satyen, welcome to the cube conversation here. >> Thank you for having me. >> So we are doing this special coverage, and I wanted to bring you in and discuss Sapphire Now as it relates to the context of the biggest wave hitting the industry, with waves are ones cloud. We've known that for a while. People surfing that one, then the data wave is coming fast, and I think this is a completely different animal in the sense of it's going to look different, but be just as big. Your business is in the data business. You help companies figure this out. Give us the update on, first take a minute talk about Alation, for the folks who aren't following you, what do you guys do, and then let's talk about data. >> Yeah. So for those of you that don't know about what Alation is, it's basically a data catalog. You know, if you think about all of the databases that exist in the enterprise, stuff on Prem, stuff in the cloud, all the BI tools like Tableau and MicroStrategy, and Business Objects. When you've got a lot of data that sits inside the enterprise today and a wide variety of legacy and modern tools, and what Alation does is, it creates a catalog, crawling all of those systems like Google crawls the web and effectively looks at all the logs inside of those systems, to understand how the data is interrelated and we create this data social graph, and it kind of looks >> John: It's a metadata catalog? >> We call you know, we don't use the word metadata because metadata is the word that people use when you know that's that's Johnny back in the corner office, Right? And people don't want to talk about metadata if you're a business person you think about metadata you're like, I don't, not my thing. >> So you guys are democratizing what data means to an organization? That's right. >> We just like to talk about context. We basically say, look in the same way that information, or in the same way when you're eating your food, you need, you know organic labeling to understand whether or not that's good or bad, we have on some level a provenance problem, a trust problem inside of data in the enterprise, and you need a layer of you know trust, and understanding in context. >> So you guys are a SAS, or you guys are a SAS solution, or are you a software subscription? >> We are both. Most of this is actually on Prem because most of the people that have the problem that Alation solves are very big complicated institutions, or institutions with a lot of data, or a lot of people trying to analyze it, but we do also have a SAS offering, and actually that's how we intersect with SAP Altiscale, and so we have a cloud base that's offering that we work with. >> Tell me about your relation SAP because you kind of backdoored in through an acquisition, quickly note that we'll get into the conversation. >> Yeah that's right, So Altiscale to big intersections, big data, and then they do big data in the cloud SAP acquired them last year and what we do is we provide a front-end capability for people to access that data in the cloud, so that as analysts want to analyze that data, as data governance folks want to manage that data, we provide them with a single catalog to do that. >> So talk about the dynamics in the industry because SAP clearly the big news there is the Leonardo, they're trying to create this framework, we just announced an alpha because everyone's got these names of dead creative geniuses, (Satyen laughs) We just ingest our Nostradamus products, Since they have Leonardo and, >> That's right. >> SAP's got Einstein, and IBM's got Watson, and Informatica has got Claire, so who thought maybe we just get our own version, but anyway, everyone's got some sort of like bot, or like AI program. >> Yep. >> I mean I get that, but the reality is, the trend is, they're trying to create a tool chest of platform re-platforming around tooling >> Satyen: Yeah. >> To make things easier. >> Satyen: Yeah. >> You have a lot of work in this area, through relation, trying to make things easier. >> Satyen: Yeah. >> And also they get the cloud, On-premise, HANA Enterprise Cloud, SAV cloud platform, meaning developers. So the convergence between developers, cloud, and data are happening. What's your take on that strategy? You think SAP's got a good move by going multi cloud, or should they, should be taking a different approach? >> Well I think they have to, I mean I think the economics in cloud, and the unmanageability, you know really human economics, and being able to have more and more being managed by third-party providers that are, you know, effectively like AWS, and how they skill, in the capability to manage at scale, and you just really can't compete if you're SAP, and you can't compete if your customers are buying, and assembling the toolkits On-premise, so they've got to go there, and I think every IT provider has to >> John: Got to go to the cloud you mean? >> They've got to go to the cloud, I think there's no question about it, you know I think that's at this point, a foregone conclusion in the world of enterprise IT. >> John: Yeah it's pretty obvious, I mean hybrid cloud is happening, that's really a gateway to multi-cloud, the submission is when I build Norton, a guest in latency multi-cloud issues there, but the reality is not every workloads gone there yet, a lot of analytics going on in the cloud. >> Satyen: Yeah. >> DevTest, okay check the box on DevTest >> Satyen: That's right. >> Analytics is all a ballgame right now, in terms of state of the art, your thoughts on the trends in how companies are using the cloud for analytics, and things that are challenges and opportunities. >> Yeah, I think there's, I think the analytics story in the cloud is a little bit earlier. I think that the transaction processing and the new applications, and the new architectures, and new integrations, certainly if you're going to build a new project, you're going to do that in the cloud, but I think the analytics in a stack, first of all there's like data gravity, right, you know there's a lot of gravity to that data, and moving it all into the cloud, and so if you're transaction processing, your behavioral apps are in the cloud, then it makes sense to keep the data in an AWS, or in the cloud. Conversely you know if it's not, then you're not going to take a whole bunch of data that sits on Prem and move it whole hog all the way to the cloud just because, right, that's super expensive, >> Yeah. >> You've got legacy. >> A lot of risks too and a lot of governance and a lot of compliance stuff as well. >> That's exactly right I mean if you're trying to comply with Basel II or GDPR, and you know you want to manage all that privacy information. How are you going to do that if you're going to move your data at the same time >> John: Yeah. >> And so it's a tough >> John: Great point. >> It's a tough move, I think from our perspective, and I think this is really important, you know we sort of say look, in a world where data is going to be on Prem, on the cloud, you know in BI tools, in databases and no SQL databases, on Hadoop, you're going to have data everywhere, and in that world where data is going to be in multiple locations and multiple technologies you got to figure out a way to manage. >> Yeah. I mean data sprawls all over the place, it's a big problem, oh and this oh and by the way that's a good thing, store it to your storage is getting cheaper and cheaper, data legs are popping out, but you have data links, for all you have data everywhere. >> Satyen: That's right. >> How are you looking at that problem as a start-up, and how a customer's dealing with that, and what is this a real issue, or is this still too early to talk about data sprawl? >> It's a real issue, I mean it, we liken it to the advent of the Internet in the time of traditional media, right, so you had you had traditional media, there were single sort of authoritative sources we all watched it may be CNN may be CBS we had the nightly news we had Newsweek, we got our information, also the Internet comes along, and anybody can blog about anything, right and so the cost of creating information is now this much lower anybody can create any reality anybody can store data anywhere, right, and so now you've got a world where, with tableau, with Hadoop, with redshift, you can build any stack you want to at any cost, and so now what do you do? Because everybody's creating their own thing, every Dev is doing their own thing, everybody's got new databases, new applications, you know software is eating the world right? >> And data it is eating software. >> And data is eating software, and so now you've got this problem where you're like look I got all this stuff, and I don't know I don't know what's fake news, what's real, what's alternative fact, what doesn't make any sense, and so you've got a signal and noise problem, and I think in that world you got to figure out how to get to truth, right, >> John: Yeah. And what's the answer to that in your mind, not that you have the answer, if you did, we'd be solving it better. >> Yeah. >> But I mean directionally where's the vector going in your mind? I try to talk to Paul Martino about this at bullpen capital he's a total analytics geek he doesn't think this big data can solve that yet but they started to see some science around trying to solve these problems with data. What's your vision on this? >> Satyen: Yeah you know so I believe that every I think that every developer is going to start building applications based on data I think that every business person is going to have an analytical role in their job because if they're not dealing with the world on the certainty, and they're not using all the evidence, at their disposable, they're not making the best decisions and obviously they're going to be more and more analysts and so you know at some level everybody is an analyst >> I wrote a post in 2008, my old blog was hosted on WordPress, before I started SilicionANGLE, data is the new developer kid. >> That's right. >> And I saw that early, and it was still not as clear to this now as obvious as least to us because we're in the middle, in this industry, but it's now part of the software fabric, it's like a library, like as developer you'd call a library of code software to come in and be part of your program >> Yeah >> Building blocks approach, Lego blocks, but now data as Lego blocks completely changes the game on things if you think of it that way. Where are we on that notion of you really using data as a development component, I mean it seems to be early, I don't, haven't seen any proof points, that says, well that company's actually using the data programmatically with software. >> Satyen: Yeah. well I mean look I think there's features in almost every software application whether it's you know 27% of the people clicked on this button into this particular thing, I mean that's a data based application right and so I think there is this notion that we talked a lot about, which is data literacy, right, and so that's kind of a weird thing, so what does that exactly mean? Well data is just information like a news article is information, and you got to decide whether it's good or it's bad, and whether you can come to a conclusion, or whether you can't, just as if you're using an API from a third-party developer you need documentation, you need context about that data, and people have to be intelligent about how they use it. >> And literacies also makes it, makes it addressable. >> That's right. >> If you have knowledge about data, at some point it's named and addressed at some point in a network. >> Satyen: Yeah. >> Especially Jada in motion, I mean data legs I get, data at rest, we start getting into data in motion, real-time data, every piece of data counts. Right? >> That's exactly right. And so now you've got to teach people about how to use this stuff you've got to give them the right data you got to make that discoverable you got to make that information usable you've got to get people to know who the experts are about the data, so they can ask questions, you know these are tougher problems, especially as you get more and more systems. >> All right, as a start up, you're a growing start-up, you guys are, are lean and mean, doing well. You have to go compete in this war. It's a lot of, you know a lot of big whales in there, I mean you got Oracle, SAP, IBM, they're all trying to transform, everybody is transforming all the incumbent winners, potential buyers of your company, or potentially you displacing this, as a young CEO, they you know eat their lunch, you have to go compete in a big game. How are you guys looking at that compass, I see your focus so I know a little bit about your plan, but take us through the mindset of a start-up CEO, that has to go into this world, you guys have to be good, I mean this is a big wave, see it's a big wave. >> Yeah. Nobody buys from a start-up unless you get, and a start-up could be even a company, less than a 100-200 people, I mean nobody's buying from a company unless there's a 10x return to value relative to the next best option, and so in that world how do you build 10x value? Well one you've got to have great technology, and then that's the start point, but the other thing is you've got to have deep focus on your customers, right, and so I think from our perspective, we build focus by just saying, look nobody understands data in your company, and by and large you've got to make money by understanding this data, as you do the digital transformation stuff, a big part of that is differentiating and making better products and optimizing based upon understanding your data because that helps you and your business make better decisions, >> John: Yeah. >> And so what we're going to do is help you understand that data better and faster than any other company can do. >> You really got to pick your shots, but what you're saying, if I hear you saying is as a start-up you got to hit the beachhead segment you want to own. >> Satyen: That's right. >> And own it. >> Satyen: That's exactly. >> No other decision, just get it, and then maybe get to a bigger scope later, and sequence around, and grow it that way. >> Satyen: You can't solve 10 problems >> Can't be groping for a beachhead if you don't know what you want, you're never going to get it. >> That's right. You can't solve 10 problems unless you solve one, right, and so you know I think we're at a phase where we've proven that we can scalably solved one, we've got customers like, you know Pfizer and Intuit and Citrix and Tesco and Tesla and eBay and Munich Reinsurance and so these are all you know amazing brands that are traditionally difficult to sell into, but you know I think from our perspective it's really about focus and just helping customers that are making that digital analytical transformation. Do it faster, and do it by enabling their people. >> But a lot going on this week for events, we had Informatica world this week, we got V-mon. We had Google I/O. We had Sapphire. It's a variety of other events going on, but I want to ask you kind of a more of a entrepreneurial industry question, which is, if we're going through the so-called digital transformation, that means a new modern era an old one movie transformed, yet I go to every event, and everyone's number one at something, that's like I was just at Informatica, they're number one in six squadrons. Michael Dell we're number in four every character, Mark Hurr at the press meeting said they're number one in all categories, Ross Perot think quote about you could be number one depends on how you slice the market, seems to be in play, my point is I kind of get a little bit, you know weirded out by that, but that is okay, you know I guess theCUBE's number one in overall live videos produced at an enterprise event, you know I, so we're number one at something, but my point is. >> Satyen: You really are. >> My point is, in a new transformation, what is the new scoreboard going to look like because a lot of things that you're talking about is horizontally integrated, there's new use cases developing, a new environment is coming online, so if someone wanted to actually try to keep score of who number one is and who's winning, besides customer wins, because that's clearly the one that you can point to and say hey they're winning customers, customer growth is good, outside of customer growth, what do you think will be the key requirements to get some sort of metric on who's really doing well these are the others, I mean we're not yet there with >> Yeah it's a tough problem, I mean you know used to be the world was that nobody gets fired for choosing choosing IBM. >> John: Yeah. >> Right, and I think that that brand credibility worked in a world where you could be conservative right, in this world I think, that looking for those measures, it is going to be really tough, and I think on some level that quest for looking for what is number one, or who is the best is actually the sort of fool's errand, and if that's what you're looking for, if you're looking for, you know what's the best answer for me based upon social signal, you know it's kind of like you know I'm going to go do the what the popular kids do in high school, I mean that could lead to you know a path, but it doesn't lead to the one that's going to actually get you satisfaction, and so on some level I think that customers, like you are the best signal, you know, always, >> John: Yeah, I mean it's hard, it's a rhetorical question, we ask it because, you know, we're trying to see not mystical with the path of fact called the fashion, what's fashionable. >> Satyen: Yeah. >> That's different. I mean talk about like really a cure metro, in the old days market share is one, actually IDC used a track who had market shares, and they would say based upon the number of shipments products, this is the market share winner, right? yeah that's pretty clean, I mean that's fairly clean, so just what it would be now? Number of instances, I mean it's so hard to figure out anyway, I digress. >> No, I think that's right, I mean I think I think it's really tough, that I think customers stories that, sort of map to your case. >> Yeah. It all comes back down to customer wins, how many customers you have was the >> Yeah and how much value they are getting out of your stuff. >> Yeah. That 10x value, and I think that's the multiplier minimum, if not more and with clouds and the scale is happening, you agree? >> Satyen: Yeah. >> It's going to get better. Okay thanks for coming on theCUBE. We have Satyen Sangani. CEO, co-founder of Alation, great start-up. Follow them on Twitter, these guys got some really good focus, learning about your data, because once you understand the data hygiene, you start think about ethics, and all the cool stuff happening with data. Thanks so much for coming on CUBE. More coverage, but Sapphire after the short break. (techno music)
SUMMARY :
brought to you by SAP Cloud Platform and I think Andreessen Horowitz is also an investor? and I wanted to bring you in and discuss So for those of you that don't know about what Alation is, that people use when you know that's So you guys are democratizing and you need a layer of you know trust, and so we have a cloud base that's offering because you kind of backdoored in through an acquisition, and then they do big data in the cloud and IBM's got Watson, You have a lot of work in this area, through relation, and data are happening. you know I think that's at this point, a lot of analytics going on in the cloud. and things that are challenges and opportunities. you know there's a lot of gravity to that data, and a lot of compliance stuff as well. and you know you want to and multiple technologies you got to figure out but you have data links, not that you have the answer, but they started to see some science data is the new developer kid. the game on things if you think of it that way. and you got to decide whether it's good or it's bad, And literacies also makes it, If you have knowledge about data, I mean data legs I get, you know these are tougher problems, I mean you got Oracle, SAP, IBM, and so in that world how do you build 10x value? is help you understand that data better and faster the beachhead segment you want to own. and then maybe get to a bigger scope later, if you don't know what you want, and so you know I think we're at a phase you know I guess theCUBE's number one in overall I mean you know you know, I mean it's so hard to figure out anyway, I mean I think I think it's really tough, how many customers you have was the Yeah and how much value they are getting and I think that's the multiplier minimum, and all the cool stuff happening with data.
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