[Music] hi I'm Stu Mittleman and welcome to a cube conversation really excited to have to the program a first-time guest and a user Vinny Chopra is an IT engineer with Medallia Vinny thank you so much for joining us thank you and - Vinny's left we have Krishnan bad Rena Ryan in who's a director of product marketing with Nutanix Chris thanks so much for you here okay so we always love to be able to dig in with the customers understand the challenges they're facing Chris let's set the table first I'm very familiar with Nutanix we go to all the new tannic shows and the like but for customers what is Nutanix to them why do they turn to Nutanix okay absolutely so I think it's a great time to be in IT you see new businesses that are sprouting at all the last 10 years or so starting with uber Airbnb specifically the ones we've really heard of that have disrupted some really really big industries right so technology is making it happen while IT teams are the ones that help make that happen and helps those CEOs disrupt they're not in the best of positions to utilize infrastructure they have today the way it's set up to be able to get more done be more agile and truly serve the needs of the business and help create those competitive differentiation which is why neutronics is here to help our partners within companies such as yourself to be able to be those people to lean in and help CEOs really achieve what they're trying to get that yeah that's great yeah we definitely see it used to be okay IT was a cost center IT you know business would actually ask for something in IT would often be the no or be really slow and do they work with that so Vinnie before we dig into the IDE piece of it tell us a little bit about Medallia the business what's happening what's Sherma Delia's been around for about 15 years now we're located in it we're headquartered in San Mateo we used to be in Palo Alto moved last year we have a brand new building right off 101 a 92 we our analytics company and we and there's a lot of lots of fields in analytics we specialize in an area called CX which stands for customer experience and our goal is to make our customers customers happy which therefore makes our customers happy and we specialize in doing surveys and then especially in designing surveys for different types of companies and then and then we analyze that data you know surveys well Vinny I I find there's very few companies that I talked to whose industries are stagnant or not changing much the analytic space space that we cover heavily you know here here on the cube and with our research it's boy has that changed a lot I mean five years ago we were talking very much about Big Data today you know all the AI ml and and things like that what what give us a little bit about what's it like being in that business you know fast driving your silicon valley-based I have to imagine that the business is going through a lot of changes that put stresses and strains on IT oh definitely so I better the IT industry for many years and IT area different big companies Sun Microsystems Juniper Networks NetApp in the past excite calm which was a search engine way back when before Google days I remember excite you know because Microsoft didn't they buy that or things well there was an early cerulean at home there's a partnership with that on but yeah excited people would confuse as to wait excite calm what kind of site was that it's like no no it's a search engine back before by the way audience for those of you that haven't been around a while it wasn't all just being in Google there were a lot of predecessors that there was four or five big search engines at that time so most of my company had been out we've always been packaging stuff in a box and selling it in this is my first time at an analytics company and it's it's like you said it's a fast-moving field things are being the things there's no development staging production type of stuff things are just continuously being put into production changes are made you know customized you know customer's applications and their interface so it's it's a very fast-moving alright and Vinny you say IT engineers your job what does that encompass what your role how many people in the group what is your sure so we have basically two IT groups we have one that manages our production data centers which are which our customers interface with and we have one that supports our engineers so I'm part of that group and it's kind of a week up art of the IT system and engineering team and that involves traditional IT tasks like backups monitoring application install new server installs managing storage networking basically keeping infrastructure and applications running as efficiently as possible and therefore keeping our engineers happy because they can get their work done and their development done okay sounds like a you know pretty typical from from what I hear from companies is it what do you hear from customers structure-wise challenges they're facing absolutely so it's very much in line with what you were just talking about where there's these multiple needs from the business and customer expectations so how do you really help IT organizations be able to keep up with those needs infrastructure needs to be the big quittez data needs to be Vic witness application services need to be Vic Willis and you need to be able to scale out as your business needs needs to do so to be able to serve all those multiple requirements so whether it's standardizing internal applications that are delivered through virtual desktops or deploying databases are starting up customer websites you need to be able to do that and respond as quickly as possible and if you're spending cycles on acquiring infrastructure deploying it making sure it's well integrated and then once it's up and running figuring out what went wrong and enjoying those multiple nights of pizza right to figure out how to get this thing going back to the way it was it's it just distracts you from what's important so it's only when you make infrastructure invisible and truly scalable very much cloud-like and and make it your own as a process of doing so can you truly be that business partner and you and I hope we've done that with you definitely all right so Bennie let's go inside was there a specific project rollout that you would that led towards Nutanix was there a pain point you were having would give us kind of the before and what was the mature so traditionally an IT you would you want to set up a new application at you in your infrastructure environment you would buy servers and you would buy storage you would buy HBA cards which helps you connect the servers to the storage you've got things like worldwide numbers to worry about getting the right cables getting the right cards and then you put it all together you get all the stuff delivered and then two weeks later you might have things working and but you having some permission issues security issues so it was always a big challenge to get things up and running so it was the fun of ideas let's roll up our sleeves let's turn those geek knobs and you know optimize everything and yeah within six months I'm sure everything's rocking in right everything's rocking rolling but you're still not quite confident that things are running you're worried that a card might go bad you're worried that a world-wide number might change somewhere or somebody might you know mess up your security so you would spend a lot of time just getting things up and running versus spending time on development and you know working with your people you're supporting and trying to try to enhance things versus just keeping things getting things up and running so Nutanix you know with the hyper-converged infrastructure you know what kind of we're not worried about those things anymore it has our storage needs it has our compute needs it has our memory needs so what was it a refresh cycle what was the impetus that led to looking at a new arc sugar as we were growing and entering base was growing an IT was growing and our requests and you know what we need to satisfy was increasing tremendously we before we were working with just individual desks like desktops or blade servers but each one was kind of working individually with its own storage its own applications not the notion things weren't being shared or anything and we were just growing fast so we needed some we need a new infrastructure where we could actually have everything working of most efficiently and be secure and fast and and easy to manage and so we did look at we did some analysis on a few products and Nutanix you know after some a few pocs Nutanix was our product of choice yeah I mean you described something we heard a lot is it used to be every application you would kind of build your own temple for it yeah let me build it let me get the performance I need let me optimize certain things let me forecast how it's gonna grow but I get islands out there as opposed to I want to be able to scale I don't want to worry about you know here's one of the challenges out there most people and across the board forecasting is really hard or impossible I either overestimated a bunch and then I bought stuff I didn't eat her right under missed it estimate it and then oh my gosh I need to look to a new architecture yeah and then things ended up burning like at 10% of you know you utilizing temperature of the resources that you're purchasing yeah I remain poor virtualization it was like you know six seven percent is usually what we were running awesome so challenges before and we had you know silos out there I couldn't share I couldn't do talk about that that role how did you get from that old environment to the new one there's something I said when you you look at this wave of really a distributed architecture in the old world migrations were really really tough yeah and you had to do it with every cycle hopefully moving to an architecture like this this is your last migration it was like you know my wife always said the last time that's the last time I never want to have to move well I T I'm sure those migrations were always painful what was the experience my heading to migrations was is one thing that we went through but also just now it's just setting up new VMs or new applications new servers it's you know within a few minutes versus hours as far as migration we were we were running a hypervisor before but like I said it was on individual servers so the migration was basically picking your VMs or your servers one at a time and just migrating over to Tenex once it was there and you know with the hypervisor tools that are available it's very easy to use it's like things like vmotion or different types of migration tools that Nutanix offers with their hv hypervisor so it was just it was pretty seamless it was just you just pick and choose and identify your destination host ons Nutanix node or Nutanix cluster and all your stories that you want to move it to and just go okay so so Vinnie you went through a bit of a bake-off to figure out the solution tell us when you finish the deployment how are you measuring what does success mean to in deployment of your stand point and give us the after what show does this change for your process your organization sure qualitatively success is when our engineers are smiling and not calling us too much and asking us go to lunch versus telling us about issues they're having so that's qualitatively quantitatively looking at performance CPU memory I ops performance on a storage how our applications responding that that's what we measured it quantitatively yeah did you know like what kind of utilization you're getting on your current infrastructure then with the Nutanix um also currently you meet as far as uh what you said you were lucky to get 10% in the old world do you measure that yeah we met her that week we kind of um you know we have our kind of have our choices of how much storage you want to use how much CPU remember you want to allocate to each VM and we we just monitor it and through the prism interface that Nutanix offers the image you can actually see performance of each VM and you can decide when to throttle things so but as far as you know how much we're utilizing we're you know we have it we have a structured where we have room to grow so yeah absolutely and if we do need to grow later we can easily add nodes or you know chassis wood notes yeah I think back to the early years of you know what we call hyper converge environments and it was like oh well they are monolithic blocks even if they're small and but you don't have flexibility there when I look at you know many of the solutions especially what Nutanix ups there's a lot of flexibility into how I can grow in scale and get the the utilization that I need but get the performance the ops and everything what I think from your customers how is that story play out today yeah I mean ultimately it's all about empowering people right it's about making IT people truly successful broadening their skillset giving them greater control over the full stack if you will right so it's no longer siloed across functions you're no longer found helpless relying on a different team to deliver upon something that was promised based on a certain SLA so how do we do that how do we make evolved functional specialists into IT journalists would then become cloud engineers true cloud engineers right the world is changing technology is adapting businesses are a craving for more and the only way we can keep up is to adapt ourselves and utilize the best of breed technologies that gives us that power so as a result we hear that a lot where we find a lot of a customer's progressing from being either storage admins network specialists but most likely virtualization admins who then become these cloud engineers if you will they reorganize that way they tend to be in a position where they are a lot more infrastructure we're talking about 100x of what they used to do prior in the in the earlier days so the the number of the ratios just grow immensely as well as the quality of service provided the SAS are far reduced as they used to be so all of that goodness that our customers are able to deliver to their state goes in the organization makes us feel good about what we do if any would love we talked about you know this the engineers now they're smiling and going out to further then you know fighting bugs anything complaining about is yeah anything kind of when you look at skill set if they're you know I've talked to some entertainment customer he's like oh you know I had that security project that was sitting on my desk for years I can finally tackle that or there's I can be more responsive to the business so that they don't you know I can engage with them rather than just going off running it and do in stealth IT any anything along those lines that you can share I mean one thing like IT admins we typically want to know everything right so we all know what's happening behind the scenes with Nutanix we don't have to as much but we still like to and so we we take the opportunity to you know do trainings learn what's happening in an interface you support when needed so as far as yeah as far as skills go I think it's you know the skills you keep up with it's just different like Chris mentioned it's different different type of administration like we're managing virtualization or managing cloud you know you're not just managing loans and cables you know I love you sounds like you've got a team that's got that intellectual curiosity wants to understand what's going on how was the how was the on-ramp how was the kind of the cycle to understand the Nutanix piece how did you yeah so we learned a lot of the POC of course that's when you kind of you know you can play around with stuff and break stuff and try to break stuff if you want we use professional we used some freshly served since to help us get set up originally and after that it was just kind of learning day to day and just improving improving our knowledge in different areas like not if we're not used to having everything in one like in you know in one kind of a couple jassi's storage and you know compute so that was a networking as well so that was a little bit not challenged technically but just just you just need to reset the mindset these are the way I used to do things versus the the way now I can't do three and in troubleshooting um you know the great thing is when we have troubleshooting we're not calling three different vendors like a networking company a storage company in a compute company and having them point fingers oh it's networking now we if I ever have an issue or a question I call Nutanix supporting it so if any how long has it been since you the solution was deployed about two and a half years now awesome so it but you first of all I love your viewpoint as to how Nutanix has changed in those two those two years and along those lines too now that you look at things through the lens of 2018 if you could go back to peers of yours what would you tell them now that you wish you had known back when you rolled this out a couple of years ago I would you know how to tell them there's a much easier way to minute you know the deploy and manager infrastructure and you know this is this is one of the new techniques is definitely something you should look at alright Chris what what advice do you give to the IP people of the world that you know I'm sure most of them heard about this but you know what misconceptions might they have what what things do we want to make sure we open the door for sure so as a former developer myself you know several years ago I think it's very easy for us to forget the role we play in our organizations we're not all about the applications we're not all over the speeds and feeds we had a critical core part of how businesses go to market and achieve success right so let us recognize that and use the best approaches that are available out there to be able to deliver that value right if it means going where the good hyper-converged infrastructure solution if it means leaning in and building new disruptive technologies and such that can help your businesses do better the other thing that I want to highlight is just as you are in the the customer service business I believe we are as well we pride ourselves on our support so if you have if ask questions about how hyper-converged infrastructure can add value call us give support a call you would be put in touch with anyone who can speak about all the values we deliver to our customers and begin to get some of those ideas all right Vinnie uh want to ask you you you've got some experience works for some of the you know really well-known companies you not only here in the valley but in tech in general what's exciting you these days what do you look at either in the analytic space or an IT that that's getting you excited for me it's I like to get up without stress and so ease of management ease of deployment in the IT area is very that that's one of things I look forward to like you know being able to do other stuff than just focusing on data you know routine stuff yeah and one of those lines if I could give you you know the one wish to help make that goal even more either from Nutanix or you know the broad ecosystem out there what would what would make your job even easier you know it's it's I don't know I'm trying to think of a good answer but it's typically you know when issues once them all we have application issues it would just be some kind of self-healing type things you know maybe or maybe some automatic adjustments that could be done that maybe something in the future yeah like I just means as far as resources allocated to different types of yeah all right Chris sure I'll let you have the final word there cuz absolutely once we simplify modernize the platform modernizing the application some it's definitely something I've heard from many of your customers as to you know that role of infrastructure really is to serve up and support those applications and that seems to be where it's going that's right that's right the the business partners right partners the business CFO whoever on the other side of the fence they care about applications and services not so much about all the blood sweat and tears we put into the infrastructure so I think it's an opportunity for us to help us elevate beyond the infrastructure and focus on apps and services along with making sure we have some of those self-healing capabilities such that take care of us and not require us to pay heat to all those infrastructure speeds and feeds so it's a great opportunity to do and you know be truly strategic in the company right alright well Chris really appreciate you sharing the updates Vinny really appreciate you sharing your customer story it's our purpose here at the cube to always help bring out the information so make sure to check out the cube net if you actually go to the top there's a search we've got over five or six thousand interviews we've done including many customers including many of Nutanix go in search Nutanix you'll find a plethora of content out there if you ever have any question for us please reach out to us see us at any of the shows or in between so I'm Stu minimun and thanks again for watching the cube thank you

>> Announcer: Live from Miami Beach, Florida It's theCUBE! Covering UiPathForward Americas. Brought to you by UiPath. >> Welcome back to South Beach everybody. You are watching theCUBE, the leader in live tech coverage. I'm Dave Vellante, Stu Miniman is here. This is UiPathForward Americas. UiPath does these shows all around the world and they've done, I don't know how many. But they've reached 14,000 customers this year. But Bobby Patrick knows, he's the CMO of UiPath. Bobby, great to see you again. >> It's great to be on again. >> So, how many of these events have you done in the last 12 months? >> We've probably done a dozen, all major cities. We still have Beijing and Dubai coming up. Over 14,000 people at our events alone. We go to a lot of other industry events obviously, but yeah, at our own events, every single event we break our records. We're always undersizing our events, it drives everyone nuts. >> You're always riding the wave, Bobby. You hit Cloud, right as the wave was building. How did you find this company? >> Yeah, so I was the HP of Cloud, they were, split assets off and took a little time, got a call and robotic process automation. Of course, I thought of physical robots. I look online and say wow that's interesting. I did some search terms on it and I saw RPA kind of sky rocketing in search and my background is actually in integration, data integration before Cloud. And then I met Daniel and I fell in love with Daniel and this was a year ago. I was employee 270, right? We'll have 2,000 by the end of the year. So, it's been everything I expected which was a rocket ship, has completely, constantly I've underestimated, it's amazing. >> So, you're the one who turned me onto this whole space. You sent me the Forrester Wave, >> Bobby: Right >> Where it was last year's and you guys were third this year, you leapfrogged into first. >> Bobby: Right. >> And then we said wow that's kind of cool. Let's download this and play with it. And we tried to download the other ones but we couldn't. You, know it was kind of too complicated. They wanted us to talk to resellers and, it was like, no no no. you guys were, like, really open. >> Bobby: It's part of our culture. >> And we found it super simple to use. It was, one of our guys wasn't a coder. Smart dude, but it was low code, no code type of situation. You were explaining to me at Legal Seafoods last week that you actually have written some automations. So, it's pretty simple to get started but there's a spectrum, right, and it's pretty powerful too. >> Yeah, it's an epiphany that hits everybody. This is the part where I see it, even in myself, when I realized every morning I was getting up and going to Google Trends and I was looking at us versus Automation Anywhere versus Blue Prism and we're pulling away. It's great, I'll get happy in the morning and I'll screen shot it and then I'll go to Slack and send it to the comp team. Why am I doing this? So, in 20 minutes now I have a robot everyday, every morning that does it for me. And I get a text and I get an email. We have, in marketing, a dozen of these. I've got one that does our Google Ad Words around the world. I've got one that takes all of our 30,000 inbound new contacts a month, in different languages, translates, finds out what country they are in, and routes them to the right country. These are simpler examples, but once you realize that anything you do that's routine and mundane that a robot can do for you. It brings, it makes you happy first of all, right? And you realize the vision we have for a robot for every person, its a very realistic vision and its two, three years out. >> Bobby, one on the things that has really interested me today is talking about what this means for jobs and careers. Dave and I were at Splunk earlier this week, talking about Splunkers, data is at the center of what they do and everybody comes to them, how do I leverage my data? I did operations for a bunch of my career and I'd spend lots of time with my team saying, what do you hate doing, what are you manually doing? What can you get rid of and there's a collaboration between, I hear, that your customers. It's not just oh some consultancy comes in and they cut something away and they took it away from you. Oh no wait, you're actually involved with this, it seems like an ongoing process and you're making people's jobs better. Can you talk a little about that dynamics of how this transforms a company? The vision for, I hear from UiPath, is that you're going to change the world. >> Yeah, so you have to sit in, you're talking about the future of work, or digital, you have to sit in a conference room and watch a bunch of workers sit around and I'll give you an example. At DISA, big federal government agency, federal government has lifetime workers, right? In the room, where 30 workers, who everyday download assets and then they compile them and then they analyze them. They have their best, fastest kind of human go against the UiPath robot that they automated. In 15 minutes, the human downloaded two assets or archives and the robot did 17. The entire room of 30 cheered! Cheered. No longer do we have to do that crap ever again. And this is, we see this in every industry. It's so much fun because you see just, people just radiating with excitement, right? Because, I was out with a customer today that says they can't even fulfill today with the humans they have, the 25% of the work they got. So, your robots are creating capacity, they're filling the void. You probably heard about Japan, right, and the aging population? And RPA and UiPath addressing suicide rates. This about making society better. This is about robots doing the work that we hate, right? One of our great customers, Holly Uhl from State Auto, said on stage that, you know, robots do the work nobody misses. And, I think that's trivial. Now what about job impacts, right? So, we worry everyday about what this means, right? So, we spend a lot of time on our academy, making it easier to train people, build digital era skills. We announced our academic alliance, right? We hired an amazing Chief of Learning Officer. You saw Tom Clancy. You know him and his team. We're going to train a million students in three years. You know, we're worried about the middle class. We're worried about people who are farther along in their careers and helping them re-skill. So, we take that as a part of our job as a company to figure out how to up-skill people and make them a part of this. And I'm really excited because a year ago when I joined, everybody said, the big problem you have is people going to worry about taking away jobs. I don't hear that from the 1500 customers in here today. >> Well, isn't a part of that re-skilling? Learning how to apply automation, maybe even learning how to apply RPA? Maybe even doing some automation? >> Yeah, so obviously there is-- World Economic Forum came out two weeks ago with a study that said, automation will add net 60 million jobs, I think that was for the people that losses, it will two x gains in jobs. Now those are different jobs in some cases. Some of those jobs are digital era skills, some of those jobs are AI, data science. So, I think that there's... But there are some cubicle jobs that will be affected, right? There are some swivel chair jobs that will be affected, but no different than when they automated toll booths, right? Or automated different parts of mundane work that we've all seen throughout our lives, right? So I think the speed at which this is happening is what worries people. Unlike, in the past, it took a little longer for automation or industrialization to impact jobs. But we're focused on this, right? We're going to put money towards this and we're just not seeing that today. Maybe it's because the economy is doing so great. People have a workforce shortage, but we're just not hearing it. >> Well, I mean, maybe a number of factors. I mean, there's no question, machines have always replaced humans. This is the first time in history of replacing humans in cognitive functions. >> Bobby: Augmenting >> Yes, absolutely, but It does suggest that there's opportunities for whether it's for education, you guys are investing there, training, and re-skilling whether it's around creativity and that's really where the discussion, in our view anyway, should be. Not about, okay lets protect our future, the past from the future. You don't want to just repave the cow path and use another bromide. You got to move forward and education is a key part of that. And you guys are putting your money where your mouth is. >> Yeah, we are and I think our academy that we launched a little over a year and a half ago has a quarter of a million people in it. They are already diplomas on LinkedIn. I watch everyday, people post their new diplomas, the different skills they've earned, right? Go through the courses, it's free. Democratization runs at the heart of this company, it's why we're growing so much faster than at automation anywhere, right? It's why we are a different kind of company. They're a very commercial minded kind of company. They're a marketplace, you have to be a customer. If your URL when you type in your email isn't a customer, you can't go to their store and do anything. We're free, open, share your automations and it's a very different mindset and community runs at our heart. If you're a small business, you know, under a million dollars, you get to use our software for free. And you can run your robots and we have one of our orchestrators run a manager. So, I think all of this is helping get companies and people more comfortable with our technology. There are kids and students now, we had University of Maryland up here. The professor, he's building whole classes now at the University of Maryland. All in the business school, all using our technology. Every student should have a robot, through their entire career, through their entire time at University of Maryland. That's every university, this is going to go so fast, Dave and Stu, so fast. And when I think back again, a year ago, I mean next year when we do this again, right? At our big flagship event, at three or four thousand people, you'll have felt that progression but the year I've been here, it's night and day already. >> Alright, so Bobby you know we're big fans of community. The open source stuff, you've for a long background in that. Help us put together some of these stats here. When I looked in your keynote, you said there's 114,000 certified RPA developers out there across the globe. 139 countries, 250,000 people have downloaded. You've only got at UiPath about 2,000 customers. So, you know, we talk business model and how your business grows, the industry grows, you know? Help us understand that dynamic. >> These are going to go exponential. So, we have large companies now that are committing to deploy UiPath to every employee. Every employee becomes a user then, so you're going to see that user number go like this. While the enterprise customer number goes like this. We're adding six new customers a day right now. The real opportunity for us is every one of our customers, very few are down their journey like an SMBC is. SMBC, RPA is in their annual reports, right? They say 500 million dollars already, right? It's a societal thing. They actually in Japan share together, to help each company. Here, in the U.S., we're a little competitive, right? Banks don't share with other banks typically, right? But, this is kind of what we're driving. It's, when you make an automation at UiPath. While we're not open source as a platform, the automation is open source. You put it on go, I can take that, you can take that. I had the same kind of problem. Put in the studio right away, modify it a bit and you're good to go. Now you've sped your implementation which is already fast by 70, 80, 90%. This is, we're just getting started. So, you're going to see companies adopting across HR, across supply chain, contact centers, you know. Today we're, for the most of our customers we're in one division. So, the opportunity to grow within a company, where we were barely 5% penetrated in our biggest client. >> And you've seen my prediction. A lot of the market forecast are under counting this space. >> Bobby: Right. >> There is a labor shortage, a skilled labor shortage There's more jobs than there are people to fill them. They don't have the right skills today. There is a productivity problem >> Bobby: Right. >> Productivity line is flat. RPA is going to become a fundamental component of digital transformations. It's about a billion dollar business today. I got it pegged at 10X by 2023. >> Craig at Forestry upped his guidance today, he may have told you all, to a 3.3 billion dollar market in 2021. Now I was a little disappointed, it was 2.9 before. I think he's still way under shooting it. But nevertheless, to grow 10% in one year, in his mind, is still pretty big. >> Yeah, a lot of those market forecasts are kind of linear. You're going to see, you know, an S curve, like growth in this market. I think there's no question about it. Just, in speaking to the customers today, we've seen this before in other major industry trends. We certainly saw it at ServiceNow, we saw it at Splunk, we saw it at Tableau. UiPath feels like a very similar vibe here. In Tenex, when we did the show here. I just feel an explosion coming, I already see it. It's palpable. >> One other reason for the explosion which is a little different than say most of the open source tech companies is that they were in IT sales. You don't have to use code to automate your tasks, right? The best developers for us are actually the subject matter experts in finance, in supply chain, in HR. So suddenly we've empowered them. Because IT everywhere is constrained, right? They're dealing with keeping systems current. So suddenly this these tools of software is available to any employee to go learn and automate what they do. The friction we've removed between business have to go to IT, IT be understaffed, IT have to get the requirements. All that's gone! So you create robots overnight, over the weekend. And make your life better. Again, most of the world still does not understand what's going on. I mean you can feel it now. But it's an epiphany for anyone when they see it. >> Well the open mindset that Daniel talked about today, he said, you know our competitors are doing what we do and that's okay. The rising tide lifts all boats kind of thing. That puts pressure on you guys to stay ahead of the pack. Big part of what Tom Clancy is doing is the training piece. That's huge. Free training. So you got to move faster than the market. You're confident you can do that. What gives you confidence? >> I think, one, is our product is simpler to use. So I think, you know, you go to Automation Anywhere and you need the code, right? You don't have to code with our design tool. We're told, we're about 40% faster to implement. And that's, look at the numbers. We shared our numbers again today. 100 million we announced in July 1st, for our first half of in ARR, 140 now, right? We are telling our numbers, we're open and transparent. Our competitors, well Blue Prism is public, right? We know they're growing slower. Another difference is the market, requirements are not created equal. Blue Prism only works in an unattended robot fashion, only in the back office. So, if you have front office automation, with call centers and customer service, they don't have the concept of an attended robot. You know, this idea of so, they lack the ability to serve all the requirements of a customer. I, think, it's just architecturally, I think what we're seeing in terms of simplicity and openness. And then market coverage very different then either Automation Anywhere or BluePrism. >> Alright Bobby, let me poke at something. So, if I look at, you came out this morning and said accelerate everything. One of the concerns I have is say okay, if I take existing processes, a lot of the time if you look at them, they're not ideal. They were manual in nature, it's great to do that but, how much do you need to wait and revisit and get consultants in to kind of fix things rather than just say oh okay. Faster is better for some things but not necessarily for all things unless you can make some adjustments first. >> You don't want to automate a bad process, right? So, we're not encouraging anyone to do that. So, you see a combination of... One thing about RPA is which great, is you don't have to go in and say, I'm going to go do procure to pay like Traditional IT guy. And so you can go into that process and say, oh look at all these errors, these tasks, these sub processes, these tasks. Where this huge friction and you can go automate that and get huge value. >> Almost like micro services. >> Yes, exactly. You're able to go in and that's really what people are doing. On the more ambitious projects, they're saying I'm also going to go optimize my process, think differently. But the reality is, people are going in, they're finding these few parts of a bigger process, automating it, getting immediate outcomes, immediate outcomes. And paying back that entire project in six months, including the fees on extension or PWC or other. That doesn't exist anywhere in technology. That kind of, you know, speed to an outcome and then payback period. It just doesn't exist. >> Well, the fact that the SIs are here. Yeah, we heard 15 day payback today. Super fast, ROI. The fact that the big SIs are here, especially given the relatively early days says a lot about the potential market size. I always joke, those guys like to eat at the trough. This is big business and it's important for you guys because they're strategic, they're at the board level. You need the top down support, at the same time, it sounds like there's a lot of bottom up activity. >> Bobby: Right. >> And that's where the innovations going to come from. What's next for you guys, you taking this show on the road again? >> Right, so the next Forward is in London. So, we had one in Europe and one in the U.S. We do what we call togethers, which is more intimate. Or all around the world, which are country specific or industry. I mean, we're going to go and call it the Automation First Tour. And we're going to go start our next tours up all through next year. Hit all the cities again, probably three times this size, each city. You know, I looked at Washington D.C. with federal government, we started federal government in January. Federal government for us next year should be a 60 million software business. For our partners, give them 6, 8, 10X on services on top of that. That's meaningful, that's why you see them here. That same calculation exists in every vertical and in every country. And so it's good for our partners. It's great, we want them to focus on building their skills though. Getting good skills and quality. So, we do a lot with them. We host a partner Forward yesterday with 500 partners, focusing on them. Look, we are investing in you, but you got to deliver quality, right? So, I think we amplify everything we did this year because it worked for us well. We amplify it big time and Forward in a year from now, whether it's Vegas or Orlando or we'll announce it soon, willl be substantially larger. >> Well, any company that's digitally transforming is going to put RPA as part of that digital transformation. It's not without its challenges but it's a tailwind. You better hop on that wave or you going to end up driftwood as Pat Gelsinger likes to say. Bobby, thanks so much. >> Bobby: Thank you Dave. >> Thanks for having us here. This has been a fantastic experience and congratulations and good luck going forward. >> Thank you. >> Alright guys, that's a wrap from here. This is theCUBE. Check out theCUBE.net Check out SiliconeANGLE.com for all the news. Cube.net's where all the videos are, wikimon.com for all the research. We are busy Stu, we're on the road a lot. So again, look at the upcoming events. Thanks for watching everybody. We'll see you next time.

(energetic music) >> Narrator: Live, from New York City, it's the CUBE. Covering Lenovo Transform 2017. Brought to you by Lenovo. Welcome back to the CUBE's coverage of Lenovo Transform. I'm your host Rebecca Knight, along with my co-host Stu Miniman. We are joined by Radhika Krishnan. She is the VP and GM of Software Defined Infrastructure at Lenovo. Thanks so much for joining us. You've been on before so, welcome back. >> Yes, I have and it's a pleasure to be back on again, thank you. >> So I want to start out by talking about something we've been hearing a lot about today, and that is Lenovo's lack of legacy and how that makes it easier for your company to innovate and to sell to customers. Can you talk a little bit about that from your vantage point? >> Absolutely, Rebecca. So if you look at our, and, you know, there are a lot of legacy vendors that have incumbent businesses that have been built on very customized, very proprietary offerings. I'll point to my own background. I spent a chunk of my career in storage, a chunk of my career in networking, and a chunk of my career in servers, and if you look across all of the offerings that come out from these vendors, these are usually high-margin; they're very rich offerings. And so, as the industry has moved toward software define, there is less of a motivation on the part of these vendors to really embrace software define entirely. Now, Lenovo does not have that baggage. We're not looking to protect any legacy businesses; there is no concern around cannibalizing an existing stream of revenue or profit. And so we are truly able to innovate from the ground up. >> Radhika, so, the software define really is the intersection of pulling some of those pieces into standard, typically x86, components. Can you bring us inside a little bit, the ThinkAgile, the new brand that's announced. Seems maybe you're going to get a new job title (laughter) to match that branding, but it feels like it all kind of pulls together to Lenovo's server as a core piece and then adding software on top of it. >> That is absolutely spot on, Stu. If you think about it, our code expertise is in building highly reliable, high performing servers and if you think about where software define is headed, it's all anchored around a core server platform or a platform that can deliver processing capabilities, which we're extremely capable. I mean, we've got the industry's best supply chain, as you heard. Highly reliable platforms, variety of benchmarks, and so forth. So we've got the basis, the foundation, for being able to innovate with software defined on top of it. >> Can you bring us inside the ThinkAgile family, as it were. There's some partnerships, there's OEM, there's some technology Lenovo has. What fits under this umbrella? What do we have today, and what's coming soon? >> Absolutely. So, the way we think about ThinkAgile is, we want to deliver to our customers the simplicity, the agility, and the cost economics that they may get in a public cloud in on-prem infrastructure. So, if you had to net it out, our vision really is to deliver on the benefits, and more and so, to that end, the way we have it architected is as two sets of offerings. So, we have appliances which essentially take capabilities, like software defined storage and hyper converge, blend them with our very capable platform, and deliver it as a turnkey offering. We're also bringing to market large scale solutions. Keeping in mind that there are customers that want to consume the entire infrastructure, end to end, in a single turnkey offering; we're bringing those to market as well. And we're seeing a very strong response for both of those types of flavors. >> When you're talking about innovation, and you're a tech veteran who has spent your career at various companies, large and small in the industry, how does Lenovo approach innovation? Especially because it is a large company, 43 billion in sales, 52,000 employees around the world. How do you stay in the start-up mindset, or do you? >> Well we absolutely do and that's actually one of the, as I mentioned earlier, Rebecca, we don't have the baggage of legacy and so if you look at how we're really approaching the software define space, you're exactly right; we're approaching it like an entrepreneur, very much in a start up mode. We're able to innovate from the ground up, which is exactly what we're doing. We're able to step back and look at it holistically from a standpoint of customer problems today. So there is no longer a, "Let's see if we can wedge in this other multi-million dollar business here, because that could then generate more revenue stream." It's really more around organically thinking through what customer problems are, applying a first principles-based approach, and then investing in it. So, from that standpoint, it is very exciting to be in an environment where you can truly operate in a start-up mode while you have the benefit of the very large sales teams that you alluded to, and the ability to invest in it as well. >> What is some of the managerial practices that enable that? I mean, one of the things that Rod was talking about in the very beginning, was there's no arrogance at Lenovo and that it really is part of the culture. Can you describe a little bit about how you do get customer feedback and how you do work with customers to solve these problems? >> Absolutely. So, I think a big part of it is the ability to listen. Humility starts with paying attention to your customers, paying attention to the stakeholders around you, so we definitely do a lot of that. The other thing I'll point to as well is there is a very distinct emphasis around agility. It's around the need to move quickly. As Stu and I were talking about prior to this session, this industry is going through a massive disruption. There's transformation happening everyday, as we speak, and therefore, it is very important to be tuned in to what is going on around you and to be able to deliver on what customers are truly seeking. So, yeah, I would stay humility is a big aspect of it. It's the agility, it's the hunger, the desire, to succeed as well. >> Radhika, specifically, what customers are asking for, I'm curious what you're hearing around hybrid cloud. I look at solutions that you're offering including, you've got the new Tenex solution, you've got the Microsoft Azure stack coming soon. What are you hearin' from customers? What do they look for in a hybrid cloud solution and how are you looking to deliver on that? >> Yeah, so that's a very interesting question, Stu, because over the years, many vendors in this space have talked about hybrid cloud but it's never really come of age, so to speak. And I think a large part of it is because there hasn't been enough of an understanding around how customers truly consume hybrid. One of the things we've done, in partnership with Microsoft, is to really profile how customers really want to consume this notion of hybrid. There are environments where you have a disconnected set of data centers, you have the edge and you have the central data center, and they need to be able to keep those two synchronized and aligned, and so on. There are use cases where ... You know, you truly want a hybrid nature. You want data sitting at both ends and you want to be able to execute test dev in your cloud environment and a primary workload running into your on-prem data center. And so, Microsoft Azure stack, in particular, I would point to as one hybrid cloud offering that we do have in the marketplace. A good partnering, very closely around, which truly addresses the problems that customers, or the desires that customers have in this space. >> When you're thinking about your customers, what keeps you up at night? You just were describing how customers aren't even sure themselves how hybrid they want to be and how they will use the cloud. What are your biggest concerns when you think about your customers and how they use Lenovo's offerings? >> Yeah, so, you know, I think at the core of it, you want to enable them to succeed. It's not so much about the IT infrastructure underneath, it's really about enabling them to drive their business as quickly as they can, to drive productivity, and so on. So, for us, it's very important that we stay aligned with their business objectives and eliminate the worry and concern that they typically have with IT infrastructure under their hood. Honestly, as we all in the industry tend to say, IT is a means to an end. And we truly want to enable that. We truly want to make this a non-issue for our customers. That's really what keeps us up at night, is ensuring that we have the right framework, the right portfolio, the right set of offerings, and more importantly, the right set of services to allow them to do that. >> Radhika, we all know that IT is typically spending way too much time with some of the basic blocking and tackling. The number I've heard the last 15 years is somewhere between 75% and 90% of your budget is spent on kind of keeping the lights on. What's holding us back? How are we actually moving the needle forward with some of these new solutions? >> I think a lot of it, interestingly, comes down to software define. I mean, if you think about it, software define enables a level of agility, simplicity, and cost economics as well that we weren't able to previously get from the more legacy hardware-centric offerings. So, I think your logic standard comes down to being able to deliver on the automation, the deep integration across hardware and software, which is really where we at Lenovo think we can add the most value because we've got the platforms, as we just talked about. So, we're really very keen on innovating on the software layer above it, such that customers can expect to get these highly verticalized offerings that they can then deploy for their workloads and various other business use cases. >> Alright, Radhika, we can't let you get out of here without talking about some of the networking pieces, with your background. Kirk talked about it a little bit, but, can you give us a little insight, what's Lenovo doing with the networking piece, some of the integrations that you're helping to deliver? >> Yeah, Stu, that's an area I feel incredibly proud of. I'll say that as I've spent the last couple of decades in the IT industry, it's becoming very evident there is simplicity that is continuing to grow. Obviously, we've come out with hyper converge, it solved the storage problem, it's made it a lot simpler to consume. Networking is really the next frontier. It's the frontier that hasn't been attacked yet. We're still talking about technologies that are in world that are like four decades old. And so this is ripe for a disruption. That's exactly what we're doing. As we go talk to our customers about deploying cloud data centers, scale out data centers, you know, they're telling us network traffic is flowing east, west and the equipment that they have has been architected for traffic that predominantly flows north, south. So, we're really helping simplify that challenge for them. We're coming out with tools, and we're announcing a couple of these today, we're coming out with tools that provide much better visibility with telemetry capabilities. We're providing them tools that allow them to apply policies, so, even as they deploy different types of workloads, they can specify quality of service and have that carried over to the network traffic as well. So, we're incredibly excited about what we're doing here in networking. >> So, what's the end for networking, in the sense of, as you said, it is an industry that is ripe for disruption. Where do you think we'll be 10 years from now, in terms of networking and in terms of visibility? >> Yeah, that's a very interesting question. I think networking has to evolve to where it is much, much, much more simplified. You don't need to have certifications that you have to gain over multiple years in order to qualify you to work in the data center. 'Cause it's, ultimately this is plumber, and as we go to scale out data centers, it's going to be incredibly important that nodes are able to talk to each other and data is fluid and is able to move around very quickly and networking is what enables it. So, the ultimate vision for networking is really making it invisible. Make it invisible to the point that you don't have to worry about it. >> Radhika, thank you so much for joining us. It's always a pleasure to have you on. >> Thank you, it's been my pleasure as well, appreciate it. >> I'm Rebecca Knight, for Stu Miniman, we'll be back with more of the CUBE's coverage of Lenovo Transform after this. (energetic music)