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Bryton Shang, Aquabyte | CUBE Conversation, May 2020


 

(upbeat music) >> From theCUBE studios in Palo Alto and Boston, connecting with thought leaders all around the world, this is theCUBE conversation. >> Hey, welcome back, everybody, Jeff Frick here with theCUBE. We're in our Palo Alto studios today. We're having a CUBE Conversation around a really interesting topic. It's applied AI, applied machine learning. You know, we hear a lot about artificial intelligence and machine learning in kind of the generic sense, but I think really, where we're going to see a lot of the activity is when that's applied to specific solutions and specific applications. And we're really excited to have our next guest. He's applying AI and machine learning in a really interesting and important space. So joining us from San Francisco is Bryton Shang. He's the founder and CEO of Aquabyte. Bryton great to see you. >> Yeah, Jeff. Great to be here. >> I can't believe it's been almost a year since we met at a Kosta Noah event. I looked it up June of last year. Wow, how time flies. But before we get into it, give everyone just kind of the quick overview of what you guys are up to at Aquabyte. >> Aquabyte's a company, we're building software to be able to help fish farmers. It's computer vision and machine learning software based on a camera that takes pictures of a fish in a fish pen, analyzes those images and helps the farmer understand the health of the fish, the weight of the fish, how much to feed and generally better manage their farms. >> It's such a great story. So for those people that haven't seen it, I encourage you to jump on the internet and look up the AWS special that Werner did on Aquabyte last year. It's a really nice piece, really gets into the technology and a lot of the fun part of the story. I really enjoyed it and you know, congratulations to you for getting featured in that AWS piece. But let's go to how did you get here? I mean, you're really interesting guy. You're a multiple company founder coming out of Princeton, in most of your startup role, your startups are all about, Applied Mathematics and Statistics but you've been in everything from finance and trading to looking at cells in the context of Cancer. How did you get to Aquabyte? Was it the technology? And then you found a cool solution? Or did you hear about, you know, an interesting problem and you thought, you know, I have just the trick to help attack that problem. >> Well, so I had studied Operations Research and Financial Engineering at Princeton, which I guess we would call nowadays, like modern day machine learning and data science. So that was something as you mentioned, first I'd apply it to algorithmic trading, and then got on to more general applications of computer vision for example, in cancer detection. The idea to apply machine learning talk to aquaculture, came from a number of different sources. One was from a previous co-founder who had been doing some investigation in the fish farming space, had a business school classmate who owned a fish farm. And also growing up in Ithaca, New York near to Cornell I had a family friend who is a professor of aquaculture. And really just to learn about fish farming and overfishing and the idea that over half the fish we eat nowadays are coming from fish farms and that you could use machine learning and computer vision to make these farms more efficient. That being very interesting and compelling. >> So it's really interesting. One of the things that jumped out from me when I watched the piece with Werner was the amazing efficiency on the feed to protein output in fish farming. I had no idea that it was so high, it's basically approaching one to one really interesting opportunity. And I had no idea to that, as you said over 50% of the world's seafood that's consumed was commercially farmed. So really a giant opportunity and so great space to be in a lot of environmental impacts. So but how did you decide to find an entree? We know where to find an entree for machine learning to make a big impact in this industry. >> So it came from a couple different angles. First, there's been applications of machine learning computer vision and other industries that served as good parallels where we're using cameras to be able to take images and then use computer vision to derive insight from those images. For example, just take aquaculture where you're using cameras to spray weeds to understand crop yield. And so there's good parallels and other industries. aquaculture specifically, I was also looking at what was coming out in the machine learning literature in terms of using cameras to size fish. And so the idea that you could use cameras to size fish was very interesting because then you can use that to figure out growth rates and feeding. And as I developed my idea, it really became clear that you could use computer vision and machine learning to do a wide range of things at the farm and so, it started with this idea about using cameras to size fish and then it became monitoring health and sea lice and parasites and then ultimately, all the aspects of the farm that you would want to manage. >> And correct me for wrong, but do you guys identify individual fish within the population within that big net and then you're basically tracking individuals and then aggregating that to see the health of the whole population. >> That's right, the spot pattern on the fish is unique and we have an algorithm that's able to use that to determine each individual fish via the spot pattern. >> Wow. And then how long once, once you kind of got together with the farmers to really start to say, wow, we can use this application for, as you said, worrying about lice and disease control and oh wow, we can use this application to measure growth. So now we know the health of the environment or wow, now we know the size so we can impact our harvest depending on what our customers are looking for. I assume there's all kinds of ways you can slice and dice the data that comes out of the system into actual information that can be applied in lots of different ways. >> Right So I started the company back in 2017. And if you think about aquaculture, it's actually a hugely international industry 99% outside the US, and within aquaculture, very quickly zeroed in on salmon farming, and specifically salmon farming in Norway. Norway produces about half of the world's farmed salmon and ended up going there for a conference Aqua Nor August of 2017 and whilst there had my idea and a prototype for sizing the fish with a camera, but then also realized in Norway they have recently passed regulations around counting sea lice on the fish so this is parasite that attaches to the fish and is regulated and pretty much every country that grows fish in the ocean and farmers asked me then, okay, if you could use the camera to size fish, can you also count sea lice? And can you also detect the appetite? And then it just turned into this more platform approach where this single camera could do a wide variety of application. >> That's awesome. And I'm just curious to get your take on, the acceptance and really the excitement around, you know, kind of application of machine learning in this computer vision in terms of the digital transformation of commercial fish farming, because once it sounds like once they discovered the power of this thing, they very quickly saw lots of different applications, and I assume continue to see kind of new applications to apply this to transform their business. >> Right, I would say fish farming itself is already fairly highly mechanized. So you're dealing with fairly rough conditions in the ocean. And a lot of the equipment there is already mechanized. So you have automatic feeders, you have feeding systems. That said, there isn't too much computer vision machine learning in the industry. Today, a lot of that is fairly new to the farmers. That said they were open to trying out the technology, especially when it helps save labor at the farm. And it's something that they have familiarity with, with some of the applications for example, with Tesla with their autopilot and other examples that you could point to in common day use. >> That's interesting that you brought up Tesla, I was going to say that the Tesla had an autonomous driving day presentation. I don't know, it's probably been a year or so now but really long in-depth presentations by some of his key technical people around the microprocessor and AI and machine learning and a whole thing about computer vision. And, you know, there's this great debate about, can you can you have an autonomous car without Lidar and I love the great quote from that thing was you "Lions don't have Lidar "and they chase down gazelles all day long." So, we can do a lot with our vision. I'm curious, some of the specific challenges within working in your environment within working in water and working with all kinds of crazy light conditions. It's funny on that Tesla, they talked about really some of the more challenging environments being like a tunnel, inside of a tunnel with wet pavement. So, kind of reflections and these kind of metric conditions that make it much harder. What are some of the special challenges you guys had to overcome? And how much, is it really the technology? Or is it really being done in the software and the algorithms and the analyzing or is it basically a bunch of pixel dots? >> Right. The basic technology is based on similar, it's a serial camera that takes images of the fish. Now, a lot of the special challenges we deal with relate to the underwater domain. So underwater, you're dealing with a rough environment, there could be particles in the water, specularity some reflections underwater, you're dealing with practical challenges such as algae, but even the behavior of the fish, are they swimming by the camera? Or do you want to position your camera in the pen. Also, water itself has interesting optical properties. So the deeper you go, it affects the wavelength that's hitting the camera. And also you have specialized optics where the focal length and other aspects of the optics are affected underwater. And so a lot of the specific expertise we've developed is understanding how to sense properly underwater. Some of that is handled by the mechanical design. A lot of it is also handled by the software, where on the camera we have GPUs that are processing the images and using deep learning computer vision algorithms to identify fish parts and sea lice and other aspects of the fish. >> It's crazy, and how many fish are in one you know, individuals are in one of these nets. >> So single pen can have as much as 100,000. Where actually in one pen, which is I think it's the largest salmon farm in Norway based on an oil rig called the ocean farm where they have 2 million fish in a single pen. >> 2 million fish, and you're in that one. >> Right, yes. >> And you've identified all 2 million fish or do you work on some sampling? Or how do you make sure every fish eventually swims by the camera? Or does the camera move around inside that population? That's an amazing amount of fish. >> So I think we'll eventually get to the point where we can identify every single fish in the pen and use that to track individual health and growth. Well we practice what we use the individual recognition algorithm the deal is to de-duplicate fish. So a common question we get asked is okay, what if the same fish swims by the camera twice, and so it's used to de-duplicate fish But I think eventually you'd be able to survey the entire population. >> That's crazy. So where do you guys go next Bryton, again you've brought your analytical brain to a number of problems. Do you see kind of expanding the use within the fish industry and kind of a vertical player? Do you see really a horizontal play in different parts of agriculture and beyond to apply some of the techniques and the IP that you guys have built up so far? >> Well, starting with Norwegian salmon, we want to bring this to other countries around the world for other species. So we've expanded to our second species, which is a rainbow trout. We also are, starting with computer vision are building this very interesting data set which we can use to enable other applications. Eventually, we'll get to the point where that data allows us to run fully autonomous fish farms. Right now the limitations of fish farming is that it needs to be close to the shore. So you can have people go to the farms. And once you have fully autonomous fish farms, then you can have fish farms in the open ocean, fish farms on land. And with the world being 70% water, we're only producing about 5% of the protein from the oceans. And so it presents a massive opportunity for us to be able to increase the amount of world's demand for protein. Also given that we're running out of land to grow crops. >> Wow, that's amazing. We're only getting 5% of our food protein out of the ocean at this stage? >> Right, right. >> That is crazy. I thought it would be much higher than that. Well, certainly a really cool opportunity and, a kind of a really awesome little documentary by Werner and the team, definitely go watch it if you haven't seen it. So I just give you the last word as you've been in this industry and really seen kind of the transformative potential of something like computer vision in commercial fishing and who would have even thought that, six or seven years ago? How does that help you kind of think forward, kind of the opportunity really to use these types of applications like computer vision and machine learning to advance something so important, like food creation for our world. >> I think there's definitely a lot of opportunities to be able to use machine learning computer vision, similar technologies to help make these industries a lot more efficient. Also a lot more environmentally sustainable. I'd say something like this industry, like aquaculture, it's not so apparent just if you're in the valley, and even in the US just because 99% of it happens outside the US and so to be able to be familiar with the industry to know that it exists and to build applications itself is a bit of a challenge. I would say that is changing. One of the things that actually came out a couple weeks ago was an executive order to actually start kick starting offshore aquaculture in the US. So it is starting in the US. But more generally, I do think there's a massive opportunity to be able to apply machine and computer vision in new industries that previously haven't been addressed. >> Yeah, that's great. And I just love how you got kind of a single source of data, but really the information that you can apply and the applications you can apply are actually quite broad. It's a super use case. Well, Bryton, thanks for spending a few minutes. I've really enjoyed the story. Congratulations on your funding rounds and your continued success. >> Thanks, and really appreciate to be on and yeah, hope to continue to help bring the world more sustainable seafood. >> Absolutely. Well, thanks a lot Bryton. So he's Bryton and I'm Jeff. You're watching theCUBE. We'll see you next time, thanks for watching. (upbeat music)

Published Date : May 22 2020

SUMMARY :

leaders all around the world, a lot of the activity Great to be here. just kind of the quick overview the health of the fish, and a lot of the fun part of the story. and the idea that over half One of the things that jumped out from me And so the idea that you of the whole population. pattern on the fish is unique health of the environment the camera to size fish, of the digital transformation And a lot of the equipment and the algorithms and the analyzing So the deeper you go, it you know, individuals based on an oil rig called the ocean farm Or does the camera move the deal is to de-duplicate fish. and the IP that you guys about 5% of the protein out of the ocean at this stage? and really seen kind of the and even in the US just because 99% of it and the applications you can hope to continue to help bring the world We'll see you next time,

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Aviatrix Altitude 2020, Full Event | Santa Clara, CA


 

ladies and gentlemen this is your captain speaking we will soon be taking off on our way to altitude please keep your seatbelts fastened and remain in your seats we will be experiencing turbulence until we are above the clouds ladies and gentlemen we are now cruising at altitude sit back and enjoy the ride [Music] altitude is a community of thought leaders and pioneers cloud architects and enlightened network engineers who have individually and are now collectively leading their own IT teams and the industry on a path to lift cloud networking above the clouds empowering Enterprise IT to architect design and control their own cloud network regardless of the turbulent clouds beneath them it's time to gain altitude ladies and gentlemen Steve Mulaney president and CEO of aviatrix the leader of multi cloud networking [Music] [Applause] all right good morning everybody here in Santa Clara as well as to the what millions of people watching the livestream worldwide welcome to altitude 2020 alright so we've got a fantastic event today really excited about the speakers that we have today and the experts that we have and really excited to get started so one of the things I wanted to just share was this is not a one-time event this is not a one-time thing that we're gonna do sorry for the aviation analogy but you know sherry way aviatrix means female pilot so everything we do as an aviation theme this is a take-off for a movement this isn't an event this is a take-off of a movement a multi-cloud networking movement and community that we're inviting all of you to become part of and-and-and why we're doing that is we want to enable enterprises to rise above the clouds so to speak and build their network architecture regardless of which public cloud they're using whether it's one or more of these public clouds so the good news for today there's lots of good news but this is one good news is we don't have any powerpoint presentations no marketing speak we know that marketing people have their own language we're not using any of that in those sales pitches right so instead what are we doing we're going to have expert panels we've got Simone Rashard Gartner here we've got 10 different network architects cloud architects real practitioners they're going to share their best practices and there are real-world experiences on their journey to the multi cloud so before we start and everybody know what today is in the u.s. it's Super Tuesday I'm not gonna get political but Super Tuesday there was a bigger Super Tuesday that happened 18 months ago and maybe eight six employees know what I'm talking about 18 months ago on a Tuesday every enterprise said I'm gonna go to the cloud and so what that was was the Cambrian explosion for cloud for the price so Frank kibrit you know what a Cambrian explosion is he had to look it up on Google 500 million years ago what happened there was an explosion of life where it went from very simple single-cell organisms to very complex multi-celled organisms guess what happened 18 months ago on a Tuesday I don't really know why but every enterprise like I said all woke up that day and said now I'm really gonna go to cloud and that Cambrian explosion of cloud went meant that I'm moving from very simple single cloud single use case simple environment to a very complex multi cloud complex use case environment and what we're here today is we're gonna go and dress that and how do you handle those those those complexities and when you look at what's happening with customers right now this is a business transformation right people like to talk about transitions this is a transformation and it's actually not just the technology transformation it's a business transformation it started from the CEO and the boards of enterprise customers where they said I have an existential threat to the survival of my company if you look at every industry who they're worried about is not the other 30 year old enterprise what they're worried about is the three year old enterprise that's leveraging cloud that's leveraging AI and that's where they fear that they're going to actually get wiped out right and so because of this existential threat this is CEO lead this is board led this is not technology led it is mandated in the organization's we are going to digitally transform our enterprise because of this existential threat and the movement to cloud is going to enable us to go do that and so IT is now put back in charge if you think back just a few years ago in cloud it was led by DevOps it was led by the applications and it was like I said before their Cambrian explosion is very simple now with this Cambrian explosion and enterprises getting very serious and mission critical they care about visibility they care about control they care about compliance conformance everything governance IT is in charge and and and that's why we're here today to discuss that so what we're going to do today is much of things but we're gonna validate this journey with customers did they see the same thing we're gonna validate the requirements for multi-cloud because honestly I've never met an enterprise that is not going to be multi-cloud many are one cloud today but they all say I need to architect my network for multiple clouds because that's just what the network is there to support the applications and the applications will run and whatever cloud it runs best in and you have to be prepared for that the second thing is is architecture again with IT in charge you architecture matters whether it's your career whether it's how you build your house it doesn't matter horrible architecture your life is horrible forever good architecture your life is pretty good so we're gonna talk about architecture and how the most fundamental and critical part of that architecture and that basic infrastructure is the network if you don't get that right nothing works right way more important and compute way more important than storm dense storage network is the foundational element of your infrastructure then we're going to talk about day 2 operations what does that mean well day 1 is one day of your life that's who you wire things up they do and beyond I tell everyone in networking and IT it's every day of your life and if you don't get that right your life is bad forever and so things like operations visibility security things like that how do I get my operations team to be able to handle this in an automated way because it's not just about configuring it in the cloud it's actually about how do I operationalize it and that's a huge benefit that we bring as aviatrix and then the last thing we're going to talk and it's the last panel we have I always say you can't forget about the humans right so all this technology all these things that we're doing it's always enabled by the humans at the end of the day if the humans fight it it won't get deployed and we have a massive skills gap in cloud and we also have a massive skill shortage you have everyone in the world trying to hire cloud network architects right there's just not enough of them going around so at aviatrix we as leaders do we're gonna help address that issue and try to create more people we created a program and we call the ACE program again an aviation theme it stands for aviatrix certified engineer very similar to what Cisco did with CCI ease where Cisco taught you about IP networking a little bit of Cisco we're doing the same thing we're gonna teach network architects about multi-cloud networking and architecture and yeah you'll get a little bit of aviatrix training in there but this is the missing element for people's careers and also within their organization so we're gonna we're gonna go talk about that so great great event great show when to try to keep it moving I'd next want to introduce my my host he's the best in the business you guys have probably seen him multiple million times he's the co CEO and co-founder of tube Jon Fourier okay awesome great great speech they're awesome I'd totally agree with everything you said about the explosion happening and I'm excited here at the heart of Silicon Valley to have this event it's a special digital event with the cube and aviatrix were we live streaming to millions of people as you said maybe not a million maybe not really take this program to the world this is a little special for me because multi-cloud is the hottest wave and cloud and cloud native networking is fast becoming the key engine of the innovation so we got an hour and a half of action-packed programming we have a customer panel two customer panels before that Gartner is going to come on talk about the industry we have a global system integrators we talk about how they're advising and building these networks and cloud native networking and then finally the Aces the aviatrix certified engineer is gonna talk more about their certifications and the expertise needed so let's jump right in and let's ask someone rashard to come on stage from Gartner check it all up [Applause] okay so kicking things off sitting started gartner the industry experts on cloud really kind of more to your background talk about your background before you got the gardener yeah before because gardener was a chief network architect of a fortune five companies with thousands of sites over the world and I've been doing everything and IT from a C programmer in a 92 a security architect to a network engineer to finally becoming a network analyst so you rode the wave now you're covering at the marketplace with hybrid cloud and now moving quickly to multi cloud is really was talking about cloud natives been discussed but the networking piece is super important how do you see that evolving well the way we see Enterprise adapt in cloud first thing you do about networking the initial phases they either go in a very ad hoc way is usually led by non non IT like a shadow I to your application people are some kind of DevOps team and it's it just goes as it's completely unplanned decreed VP sees left and right with different account and they create mesh to manage them and their direct connect or Express route to any of them so that's what that's a first approach and on the other side again it within our first approach you see what I call the lift and shift way we see like enterprise IT trying to basically replicate what they have in a data center in the cloud so they spend a lot of time planning doing Direct Connect putting Cisco routers and f5 and Citrix and any checkpoint Palo Alto divides that the audinate that are sent removing that to that cloud and I ask you the aha moments gonna come up a lot of our panels is where people realize that it's a multi cloud world I mean they either inherit clouds certainly they're using public cloud and on-premises is now more relevant than ever when's that aha moment that you're seeing where people go well I got to get my act together and get on this well the first but even before multi-cloud so these two approach the first one like the ad hoc way doesn't scale at some point idea has to save them because they don't think about the two they don't think about operations they have a bunch of VPC and multiple clouds the other way that if you do the left and shift wake they cannot take any advantages of the cloud they lose elasticity auto-scaling pay by the drink these feature of agility features so they both realize okay neither of these ways are good so I have to optimize that so I have to have a mix of what I call the cloud native services within each cloud so they start adapting like other AWS constructor is your construct or Google construct then that's what I call the optimal phase but even that they realize after that they are very different all these approaches different the cloud are different identities is completely difficult to manage across clouds I mean for example AWS has accounts there's subscription and in adarand GCP their projects it's a real mess so they realize well I can't really like concentrate use the cloud the cloud product and every cloud that doesn't work so I have I'm doing multi cloud I like to abstract all of that I still wanna manage the cloud from an API to interview I don't necessarily want to bring my incumbent data center products but I have to do that in a more API driven cloud they're not they're not scaling piece and you were mentioning that's because there's too many different clouds yes that's the piece there so what are they doing whether they really building different development teams as its software what's the solution well this the solution is to start architecting the cloud that's the third phase I call that the multi cloud architect phase where they have to think about abstraction that works across cloud fact even across one cloud it might not scale as well if you start having like 10,000 security group in AWS that doesn't scale you have to manage that if you have multiple VPC it doesn't scale you need a third party identity provider so it barely scales within one cloud if you go multiple cloud it gets worse and worse see way in here what's your thoughts I thought we said this wasn't gonna be a sales pitch for aviatrix you just said exactly what we do so anyway I'm just a joke what do you see in terms of where people are in that multi-cloud so a lot of people you know everyone I talked to started in one cloud right but then they look and they say okay but I'm now gonna move to adjourn I'm gonna move do you see a similar thing well yes they are moving but they're not there's not a lot of application that use a tree cloud at once they move one app in deserve one app in individuals one get happen Google that's what we see so far okay yeah I mean one of the mistakes that people think is they think multi-cloud no one is ever gonna go multi-cloud for arbitrage they're not gonna go and say well today I might go into Azure because I got a better rate of my instance that's never do you agree with that's never going to happen what I've seen with enterprise is I'm gonna put the workload in the app the app decides where it runs best that may be a sure maybe Google and for different reasons and they're gonna stick there and they're not gonna move let me ask you infrastructure has to be able to support from a networking team be able to do that do you agree with that yes I agree and one thing is also very important is connecting to that cloud is kind of the easiest thing so though while their network part of the cloud connectivity to the cloud is kind of simple I agree IPSec VP and I reckon Express that's a simple part what's difficult and even a provisioning part is easy you can use terraform and create v pieces and v nets across which free cloud providers right what's difficult is the day-to-day operations so it's what to find a to operations what is that what does that actually mean this is the day-to-day operations after you know the natural let's add an app let's add a server let's troubleshoot a problem so so your life something changes how would he do so what's the big concerns I want to just get back to this cloud native networking because everyone kind of knows with cloud native apps are that's been a hot trend what is cloud native networking how do you how do you guys define that because that seems to be the oddest part of the multi cloud wave that's coming as cloud native networking well there's no you know official garner definition but I can create one on and if another spot is do it I just want to leverage the cloud construct and a cloud epi I don't want to have to install like like for example the first version was let's put a virtual router that doesn't even understand and then the cloud environment right if I have if I have to install a virtual machine it has to be cloud aware it has to understand the security group if it's a router it has to be programmable to the cloud API and and understand the cloud environment you know one things I hear a lot from either see Saussure CIOs or CXOs in general is this idea of I'm definitely on going API so it's been an API economy so API is key on that point but then they say okay I need to essentially have the right relationship with my suppliers aka clouds you call it above the clouds so the question is what do i do from an architecture standpoint do I just hire more developers and have different teams because you mentioned that's a scale point how do you solve this this problem of okay I got AWS I got GCP or Azure or whatever do I just have different teams or just expose api's where is that optimization where's the focus well I take what you need from an android point of view is a way a control plane across the three clouds and be able to use the api of the cloud to build networks but also to troubleshoot them and do they to operation so you need a view across a three cloud that takes care of routing connectivity that's you know that's the aviatrix plug of you right there so so how do you see so again your Gartner you you you you see the industry you've been a network architect how do you see this this plane out what are the what are the legacy incumbent client-server on-prem networking people gonna do well these versus people like aviatrix well how do you see that plane out well obviously all the incumbent like Arista cisco juniper NSX right they want to basically do the lift and ship or they want to bring and you know VM I want to bring in a section that cloud they call that NSX everywhere and cisco monks bring you star and the cloud recall that each guy anywhere right so everyone what and and then there's cloud vision for my red star and contrail is in the cloud so they just want to bring the management plane in the cloud but it's still based most of them it's still based on putting a VM them in controlling them right you you extend your management console to the cloud that's not truly cloud native right cloud native you almost have to build it from scratch we like to call that cloud naive clown that so close one letter yeah so that was a big con surgeon reinvent take the tea out of cloud native it's cloud naive that went super viral you guys got t-shirts now I know you love but yeah but that really ultimately is kind of double edged sword you got to be you can be naive on the on the architecture side and rolling out but also suppliers are can be naive so how would you define who's naive and who's not well in fact they're evolving as well so for example in Cisco you it's a little bit more native than other ones because they're really scr in the cloud you can't you you really like configure API so the cloud and NSX is going that way and so is Arista but they're incumbent they have their own tools is difficult for them they're moving slowly so it's much easier to start from scratch Avenue like and you know a network happiness started a few years ago there's only really two aviatrix was the first one they've been there for at least three or four years and there's other ones like al kira for example that just started now that doing more connectivity but they wanna create an overlay network across the cloud and start doing policies and trying abstracting all the clouds within one platform so I gotta ask you I interviewed an executive at VMware Sanjay Pune and he said to me at RSA last week oh the only b2 networking vendors left Cisco and VMware what's your respect what's your response to that obviously I mean when you have these waves as new brands that emerge like aviation others though I think there'll be a lot of startups coming out of the woodwork how do you respond to that comment well there's still a data center there's still like a lot of action on campus and there's the one but from the cloud provisioning and clown networking in general I mean they're behind I think you know in fact you don't even need them to start to it you can if you're small enough you can just keep if you're in AWS you can user it with us construct they have to insert themselves I mean they're running behind they're all certainly incumbents I love the term Andy Jesse's that Amazon Web Services uses old guard new guard to talk about the industry what does the new guard have to do the new and new brands that emerge in is it be more DevOps oriented neck Nets a cops is that net ops is the programmability these are some of the key discussions we've been having what's your view on how you this programmability their most important part is they have to make the network's simple for the dev teams and from you cannot have that you cannot make a phone call and get every line in two weeks anymore so if you move to that cloud you have to make the cloud construct as simple enough so that for example a dev team could say okay I'm going to create this VP see but this VP see automatically being associate to your account you cannot go out on the internet you have to go to the transit VP see so there's a lot of action in terms of the I am part and you have to put the control around them too so to make it as simple as possible you guys both I mean you're the COC aviatrix but also you guys a lot of experience going back to networking going back to I call the OSI mace which for us old folks know what that means but you guys know what this means I want to ask you the question as you look at the future of networking here a couple of objectives oh the cloud guys they got networking we're all set with them how do you respond to the fact that networking is changing and the cloud guys have their own networking what some of the pain points that's going on premises and these enterprises so are they good with the clouds what needs what are the key things that's going on in networking that makes it more than just the cloud networking what's your take on well as I said earlier that once you you could easily provision in the cloud you can easily connect to that cloud is when you start troubleshooting application in the cloud and try to scale so this that's where the problem occurs see what you're taking on it and you'll hear from the from the customers that that we have on stage and I think what happens is all the cloud the clouds by definition designed to the 80/20 rule which means they'll design 80% of the basic functionality and they'll lead to 20% extra functionality that of course every Enterprise needs they'll leave that to ISVs like aviatrix because why because they have to make money they have a service and they can't have huge instances for functionality that not everybody needs so they have to design to the common and that's they all do it right they have to and then the extra the problem is that Cambrian explosion that I talked about with enterprises that's holy that's what they need that they're the ones who need that extra 20% so that's that's what I see is is there's always gonna be that extra functionality the in in an automated and simple way that you talked about but yet powerful with up with the visible in control that they expect of on prep that that's that kind of combination that yin and the yang that people like us are providing some I want to ask you were gonna ask some of the cloud architect customer panels it's the same question this pioneers doing some work here and there's also the laggers who come in behind the early adopters what's gonna be the tipping point what are some of those conversations that the cloud architects are having out there or what's the signs that they need to be on this multi cloud or cloud native networking trend what are some the signals that are going on in their environment what are some of the thresholds or things that are going on that there can pay attention to well well once they have application and multiple cloud and they have they get wake up at 2:00 in the morning to troubleshoot them they don't know it's important so I think that's the that's where the robber will hit the road but as I said it's easier to prove it it's ok it's 80s it's easy use a transit gateway put a few V PCs and you're done and use create some presents like equinox and do Direct Connect and Express route with Azure that looks simple is the operations that's when they'll realize ok now I need to understand our car networking works I also need a tool that give me visibility and control not button tell me that I need to understand the basic underneath it as well what are some of the day in the life scenarios that you envision happening with multi Bob because you think about what's happening it kind of has that same vibe of interoperability choice multi-vendor because you have multi clouds essentially multi vendor these are kind of old paradigms that we've lived through the client server and internet working wave what are some of those scenarios of success and that might be possible it would be possible with multi cloud and cloud native networking well I think once you have good enough visibility to satisfy your customers you know not only like to keep the service running an application running but to be able to provision fast enough I think that's what you want to achieve small final question advice for folks watching on the live stream if they're sitting there as a cloud architect or a CXO what's your advice to them right now in this more because honestly public cloud check hybrid cloud they're working on that that gets on-premise is done now multi clouds right behind it what's your advice the first thing they should do is really try to understand cloud networking for each of their cloud providers and then understand the limitation and is what there's cloud service provider offers enough or you need to look to a third party but you don't look at a third party to start with especially an incumbent one so it's tempting to say on and I have a bunch of f5 experts nothing against that five I'm going to bring my five in the cloud when you can use a needle be that automatically understand Easy's and auto scaling and so on and you understand that's much simpler but sometimes you need you have five because you have requirements you have like AI rules and that kind of stuff that you use for years you cannot do it's okay I have requirement and that met I'm going to use legacy stuff and then you have to start thinking okay what about visibility control about the tree cloud but before you do that you have to understand the limitation of the existing cloud providers so first try to be as native as possible until things don't work after that you can start taking multi-cloud great insight somewhat thank you for coming someone in charge with Gardner thanks for sharing informatica is known as the leading enterprise cloud data management company we are known for being the top in our industry in at least five different products over the last few years especially we've been transforming into a cloud model which allows us to work better with the trends of our customers in order to see agile and effective in the business you need to make sure that your products and your offerings are just as relevant in all these different clouds than what you're used to and what you're comfortable with one of the most difficult challenges we've always had is that because we're a data company we're talking about data that a customer owns some of that data may be in the cloud some of that data may be on Prem some of that data may be actually in their data center in another region or even another country and having that data connect back to our systems that are located in the cloud has always been a challenge when we first started our engagement with aviatrix we only had one plan that was Amazon it wasn't till later that a jerk came up and all of a sudden we found hey the solution we already had in place for her aviatrix already working in Amazon and now works in Missouri as well before we knew what GCP came up but it really wasn't a big deal for us because we already had the same solution in Amazon and integer now just working in GCP by having a multi cloud approach we have access to all three of them but more commonly it's not just one it's actually integrations between multiple we have some data and ensure that we want to integrate with Amazon we have some data in GCP that we want to bring over to a data Lake assure one of the nice things about aviatrix is that it gives a very simple interface that my staff can understand and use and manage literally hundreds of VPNs around the world and while talking to and working with our customers who are literally around the world now that we've been using aviatrix for a couple years we're actually finding that even problems that we didn't realize we had were actually solved even before we came across the problem and it just worked cloud companies as a whole are based on reputation we need to be able to protect our reputation and part of that reputation is being able to protect our customers and being able to protect more importantly our customers data aviatrix has been helpful for us in that we only have one system that can manage this whole huge system in a simple easy direct model aviatrix is directly responsible for helping us secure and manage our customers not only across the world but across multiple clouds users don't have to be VPN or networking experts in order to be able to use the system all the members on my team can manage it all the members regardless of their experience can do different levels of it one of the unexpected advantages of aviatrix is that I don't have to sell it to my management the fact that we're not in the news at 3 o'clock in the morning or that we don't have to get calls in the middle of the night no news is good news especially in networking things that used to take weeks to build or done in hours I think the most important thing about a matrix is it provides me a Beatrix gives me a consistent model that I can use across multiple regions multiple clouds multiple customers okay welcome back to altitude 2020 for the folks on the livestream I'm John for Steve Mulaney with CEO of aviatrix for our first of two customer panels on cloud with cloud network architects we got Bobby Willoughby they gone Luis Castillo of National Instruments David should Nick with fact set guys welcome to the stage for this digital event come on up [Applause] [Music] hey good to see you thank you okay okay customer panelist is my favorite part we get to hear the real scoop gets a gardener given this the industry overview certainly multi clouds very relevant and cloud native networking is the hot trend with a live stream out there and the digital event so guys let's get into it the journey is you guys are pioneering this journey of multi cloud and cloud native networking and is soon gonna be a lot more coming so we want to get into the journey what's it been like is it real you got a lot of scar tissue and what are some of the learnings yeah absolutely so multi cloud is whether or not we we accepted as a network engineers is is a reality like Steve said about two years ago companies really decided to to just to just bite the bullet and and and move there whether or not whether or not we we accept that fact we need to now create a consistent architecture across across multiple clouds and that that is challenging without orchestration layers as you start managing different different tool sets and different languages across different clouds so that's it's really important that to start thinking about that guys on the other panelists here there's different phases of this journey some come at it from a networking perspective some come in from a problem troubleshooting which what's your experiences yeah so from a networking perspective it's been incredibly exciting it's kind of a once-in-a-generation 'el opportunity to look at how you're building out your network you can start to embrace things like infrastructure as code that maybe your peers on the systems teams have been doing for years but it just never really worked on bram so it's really it's really exciting to look at all the opportunities that we have and then all the interesting challenges that come up that you that you get to tackle an effect said you guys are mostly AWS right yep right now though we're we are looking at multiple clouds we have production workloads running in multiple clouds today but a lot of the initial work has been with Amazon and you've seen it from a networking perspective that's where you guys are coming at it from yep we evolved more from a customer requirement perspective started out primarily as AWS but as the customer needed more resources from Azure like HPC you know as your ad things like that even recently Google Google Analytics our journey has evolved into more of a multi cloud environment Steve weigh in on the architecture because this has been the big conversation I want you to lead this second yeah so I mean I think you guys agree the journey you know it seems like the journey started a couple years ago got real serious the need for multi cloud whether you're there today of course it's gonna be there in the future so that's really important I think the next thing is just architecture I'd love to hear what you you know had some comments about architecture matters it all starts I mean every Enterprise I talk to maybe talk about architecture and the importance of architecture maybe Bobby it's a fun architecture perspective we sorted a journey five years ago Wow okay and we're just now starting our fourth evolution of our network marketer and we call it networking security net SEC yeah versus Justice Network yeah and that fourth generation architectures be based primarily upon Palo Alto Networks an aviatrix I have Atrix doing the orchestration piece of it but that journey came because of the need for simplicity ok the need for a multi cloud orchestration without us having to go and do reprogramming efforts across every cloud as it comes along right I guess the other question I also had around architectures also Louis maybe just talk about I know we've talked a little bit about you know scripting right and some of your thoughts on that yeah absolutely so so for us we started we started creating the network constructs with cloud formation and we've we've stuck with that for the most part what's interesting about that is today on premise we have a lot of a lot of automation around around how we provision networks but cloud formation has become a little bit like the new manual for us so we we're now having issues with having the to automate that component and making it consistent with our on premise architecture making it consistent with Azure architecture and Google cloud so it's really interesting to see to see companies now bring that layer of abstraction that SEO and brought to the to the web side now it's going up into into the into the cloud networking architecture so on the fourth generation of you mentioned you're in the fourth gen architecture what do you guys what have you learned is there any lessons scar tissue what to avoid what worked what was some of the that's probably the biggest list and there is that when you think you finally figured it out you have it right Amazon will change something as you or change something you know transit gateways a game changer so in listening to the business requirements is probably the biggest thing we need to do up front but I think from a simplicity perspective we like I said we don't want to do things four times we want to do things one time we won't be able to write to an API which aviatrix has and have them do the orchestration for us so that we don't have to do it four times how important is architecture in the progression is it you guys get thrown in the deep end to solve these problems or you guys zooming out and looking at it it's that I mean how are you guys looking at the architecture I mean you can't get off the ground if you don't have the network there so all of those that we've gone through similar evolutions we're on our fourth or fifth evolution I think about what we started off with Amazon without a direct connect gate without a trans a gateway without a lot of the things that are available today kind of the 80/20 that Steve was talking about just because it wasn't there doesn't mean we didn't need it so we needed to figure out a way to do it we couldn't say oh you need to come back to the network team in a year and maybe Amazon will have a solution for it right you need to do it now and in evolve later and maybe optimize or change the way you're doing things in the future but don't sit around and wait you can't I'd love to have you guys each individually answer this question for the live stream because it comes up a lot a lot of cloud architects out in the community what should they be thinking about the folks that are coming into this proactively and/or realizing the business benefits are there what advice would you guys give them an architecture what should be they be thinking about and what are some guiding principles you could share so I would start with looking at an architecture model that that can that can spread and and give consistency they're different to different cloud vendors that you will absolutely have to support cloud vendors tend to want to pull you into using their native toolset and that's good if only it was realistic to talk about only one cloud but because it doesn't it's it's it's super important to talk about and have a conversation with the business and with your technology teams about a consistent model how do I do my day one work so that I'm not you know spending 80 percent of my time troubleshooting or managing my network because I'm doing that then I'm missing out on ways that I can make improvements or embrace new technologies so it's really important early on to figure out how do I make this as low maintenance as possible so that I can focus on the things that the team really should be focusing on Bobby your advice the architect I don't know what else I can do that simplicity operations is key right all right so the holistic view of j2 operation you mentioned let's can jump in day one is your your your getting stuff set up day two is your life after all right this is kind of what you're getting at David so what does that look like what are you envisioning as you look at that 20 mile stare at post multi-cloud world what are some of the things that you want in a day to operations yeah infrastructure is code is really important to us so how do we how do we design it so that we can fit start making network changes and fitting them into like a release pipeline and start looking at it like that rather than somebody logging into a router seoi and troubleshooting things on in an ad hoc nature so moving more towards the DevOps model yes anything on that day - yeah I would love to add something so in terms of day 2 operations you can you can either sort of ignore the day 2 operations for a little while where you get well you get your feet wet or you can start approaching it from the beginning the fact is that the the cloud native tools don't have a lot of maturity in that space and when you run into an issue you're gonna end up having a bad day going through millions and millions of logs just to try to understand what's going on so that's something that that the industry just now is beginning to realize it's it's such as such a big gap I think that's key because for us we're moving to more of an event-driven operations in the past monitoring got the job done it's impossible to modern monitor something there's nothing there when the event happens all right so the event-driven application and then detection is important yeah I think Gardiner was all about the cloud native wave coming into networking that's going to be here thing I want to get your guys perspectives I know you have different views of how you came on into the journey and how you're executing and I always say the beauties in the eye of the beholder and that kind of applies the network's laid out so Bobby you guys do a lot of high-performance encryption both on AWS and Azure that's kind of a unique thing for you how are you seeing that impact with multi cloud yeah and that's a new requirement for us to where we we have a requirement to encrypt and they never get the question should I encryption or not encrypt the answer is always yes you should encrypt when you can encrypt for our perspective we we need to migrate a bunch of data from our data centers we have some huge data centers and then getting that data to the cloud is the timely expense in some cases so we have been mandated that we have to encrypt everything leave from the data center so we're looking at using the aviatrix insane mode appliances to be able to encrypt you know 10 20 gigabits of data as it moves to the cloud itself David you're using terraform you got fire Ned you've got a lot of complexity in your network what do you guys look at the future for yours environment yeah so something exciting that or yeah now is fire net so for our security team they obviously have a lot of a lot of knowledge base around Palo Alto and with our commitments to our clients you know it's it's it's not very easy to shift your security model to a specific cloud vendor right so there's a lot of stuck to compliance of things like that where being able to take some of what you've you know you've worked on for years on Bram and put it in the cloud and have the same type of assurance that things are gonna work and be secured in the same way that they are on prem helps make that journey into the cloud a lot easier and Louis you guys got scripting and get a lot of things going on what's your what's your unique angle on this yeah no absolutely so full disclosure I'm not a not not an aviatrix customer yet it's okay we want to hear the truth that's good Ellis what are you thinking about what's on your mind no really when you when you talk about implementing the tool like this it's really just really important to talk about automation and focus on on value so when you talk about things like encryption and things like so you're encrypting tunnels and crypting the path and those things are it should it should should be second nature really when you when you look at building those back ends and managing them with your team it becomes really painful so tools like a Beatrix that that add a lot of automation it's out of out of sight out of mind you can focus on the value and you don't have to focus on so I gotta ask you guys I'll see aviatrix is here they're their supplier to this sector but you guys are customers everyone's pitching you stuff people are not going to buy my stuff how do you guys have that conversation with the suppliers like the cloud vendors and other folks what's that what's it like we're API all the way you got to support this what are some of the what are some of your requirements how do you talk to and evaluate people that walk in and want to knock on your door and pitch you something what's the conversation like it's definitely it's definitely API driven we we definitely look at the at the PAP i structure of the vendors provide before we select anything that that is always first in mind and also what a problem are we really trying to solve usually people try to sell or try to give us something that isn't really valuable like implementing a solution on the on the on the cloud isn't really it doesn't really add a lot of value that's where we go David what's your conversation like with suppliers you have a certain new way to do things as as becomes more agile and essentially the networking and more dynamic what are some of the conversation is with the either incumbents or new new vendors that you're having what do what do you require yeah so ease of use is definitely definitely high up there we've had some vendors come in and say you know hey you know when you go to set this up we're gonna want to send somebody on site and they're gonna sit with you for your day to configure it and that's kind of a red flag what wait a minute you know do we really if one of my really talented engineers can't figure it out on his own what's going on there and why is that so I you know having having some ease-of-use and the team being comfortable with it and understanding it is really important Bobby how about you I mean the old days was do a bake-off and you know the winner takes all I mean is it like that anymore but what's the Volvic a bake-off last year for us do you win so but that's different now because now when you when you get the product you can install the product and they double your energy or have it in a matter of minutes and so the key is is they can you be operational you know within hours or days instead of weeks but but do we also have the flexibility to customize it to meet your needs could you want to be you want to be put into a box with the other customers when you have needs that your pastor cut their needs yeah almost see the challenge that you guys are living where you've got the cloud immediate value depending how you can roll up any solutions but then you have might have other needs so you got to be careful not to buy into stuff that's not shipping so you're trying to be proactive at the same time deal with what you got I mean how do you guys see that evolving because multi-cloud to me is definitely relevant but it's not yet clear how to implement across how do you guys look at this baked versus you know future solutions coming how do you balance that so again so right now we we're we're taking the the ad hoc approach and experimenting with the different concepts of cloud and and really leveraging the the native constructs of each cloud but but there's a there's a breaking point for sure you don't you don't get to scale this like Alexa mom said and you have to focus on being able to deliver a developer they're their sandbox or they're their play area for the for the things that they're trying to build quickly and the only way to do that is with the with with some sort of consistent orchestration layer that allows you to so use a lot more stuff to be coming pretty quickly hides area I do expect things to start to start maturing quite quite quickly this year and you guys see similar trend new stuff coming fast yeah part of the biggest challenge we've got now is being able to segment within the network being able to provide segmentation between production on production workloads even businesses because we support many businesses worldwide and and isolation between those is a key criteria there so the ability to identify and quickly isolate those workloads is key so the CIOs that are watching or that are saying hey take that he'll do multi cloud and then you know the bottoms-up organization Nick pops you're kind of like off a little bit it's not how it works I mean what is the reality in terms of implementing you know in as fast as possible because the business benefits are but it's not always clear in the technology how to move that fast yeah what are some of the barriers one of the blockers what are the enablers I think the reality is is that you may not think you're multi-cloud but your business is right so I think the biggest barriers there is understanding what the requirements are and how best to meet those requirements and then secure manner because you need to make sure that things are working from a latency perspective that things work the way they did and get out of the mind shift that you know it was a cheery application in the data center it doesn't have to be a Tier three application in the cloud so lift and shift is is not the way to go yeah scale is a big part of what I see is the competitive advantage to a lot these clouds and needs to be proprietary network stacks in the old days and then open systems came that was a good thing but as clouds become bigger there's kind of an inherent lock in there with the scale how do you guys keep the choice open how're you guys thinking about interoperability what are some of the conversations and you guys are having around those key concepts well when we look at when we look at the upfront from a networking perspective it it's really key for you to just enable enable all the all the clouds to be to be able to communicate between them developers will will find a way to use the cloud that best suits their their business need and and like like you said it's whether whether you're in denial or not of the multi cloud fact that then your company is in already that's it becomes really important for you to move quickly yeah and I a lot of it also hinges on how well is the provider embracing what that specific cloud is doing so are they are they swimming with Amazon or Azure and just helping facilitate things they're doing the you know the heavy lifting API work for you or are they swimming upstream and they're trying to hack it all together in a messy way and so that helps you you know stay out of the lock-in because they're you know if they're doing if they're using Amazon native tools to help you get where you need to be it's not like Amazon's gonna release something in the future that completely you know makes you have designed yourself into a corner so the closer they're more than cloud native they are the more the easier it is to to deploy but you also need to be aligned in such a way that you can take advantage of those cloud native technologies will it make sense tgw is a game changer in terms of cost and performance right so to completely ignore that would be wrong but you know if you needed to have encryption you know teach Adobe's not encrypted so you need to have some type of a gateway to do the VPN encryption you know so the aviatrix tool give you the beauty of both worlds you can use tgw with a gateway Wow real quick in the last minute we have I want to just get a quick feedback from you guys I hear a lot of people say to me hey the I picked the best cloud for the workload you got and then figure out multi cloud behind the scenes so that seems to be do you guys agree with that I mean is it do I go Mull one cloud across the whole company or this workload works great on AWS that work was great on this from a cloud standpoint do you agree with that premise and then witness multi-cloud stitch them all together yeah from from an application perspective it it can be per workload but it can also be an economical decision certain enterprise contracts will will pull you in one direction that value but the the network problem is still the same doesn't go away yeah yeah yeah I mean you don't want to be trying to fit a square into a round Hall right so if it works better on that cloud provider then it's our job to make sure that that service is there and people can use it agree you just need to stay ahead of the game make sure that the network infrastructure is there secure is available and is multi cloud capable yeah I'm at the end of the day you guys just validating that it's the networking game now cloud storage compute check networking is where the action is awesome thanks for your insights guys appreciate you coming on the panel appreciate it thanks thank you [Applause] [Music] [Applause] okay welcome back on the live feed I'm John fritz T Blaney my co-host with aviatrix I'm with the cube for the special digital event our next customer panel got great another set of cloud network architects Justin Smith was aura Justin broadly with Ellie Mae and Amit Oh tree job with Koopa welcome to stage [Applause] all right thank you thank you okay he's got all the the cliff notes from the last session welcome back rinse and repeat yeah yeah we're going to go under the hood a little bit I think I think they nailed the what we've been reporting and we've been having this conversation around networking is where the action is because that's the end of the day you got a move a pack from A to B and you get workloads exchanging data so it's really killer so let's get started Amit what are you seeing as the journey of multi cloud as you go under the hood and say okay I got to implement this I have to engineer the network make it enabling make it programmable make it interoperable across clouds and that's like I mean almost sounds impossible to me what's your take yeah I mean it it seems impossible but if you are running an organization which is running infrastructure as a cordon all right it is easily doable like you can use tools out there that's available today you can use third-party products that can do a better job but but put your architecture first don't wait architecture may not be perfect put the best architecture that's available today and be agile to iterate and make improvements over the time we get to Justin's over here so I have to be careful when I point a question in Justin they both have the answer but okay journeys what's the journey been like I mean is there phases we heard that from Gartner people come in to multi cloud and cloud native networking from different perspectives what's your take on the journey Justin yeah I mean from our perspective we started out very much focused on one cloud and as we started doing errands we started doing new products the market the need for multi cloud comes very apparent very quickly for us and so you know having an architecture that we can plug in play into and be able to add and change things as it changes is super important for what we're doing in the space just in your journey yes for us we were very ad hoc oriented and the idea is that we were reinventing all the time trying to move into these new things and coming up with great new ideas and so rather than it being some iterative approach with our deployments that became a number of different deployments and so we shifted that tore in the network has been a real enabler of this is that it there's one network and it touches whatever cloud we want it to touch and it touches the data centers that we need it to touch and it touches the customers that we need it to touch our job is to make sure that the services that are available and one of those locations are available in all of the locations so the idea is not that we need to come up with this new solution every time it's that we're just iterating on what we've already decided to do before we get the architecture section I want to ask you guys a question I'm a big fan of you know let the app developers have infrastructure as code so check but having the right cloud run that workload I'm a big fan of that if it works great but we just heard from the other panel you can't change the network so I want to get your thoughts what is cloud native networking and is that the engine really that's the enabler for this multi cloud trend but you guys taken we'll start with Amit what do you think about that yeah so you are gonna have workloads running in different clouds and the workloads would have affinity to one cloud over other but how you expose that it matter of how you are going to build your networks how we are gonna run security how we are going to do egress ingress out of it so it's a big problem how do you split says what's the solution what's the end the key pain points and problem statement I mean the key pain point for most companies is how do you take your traditionally on-premise network and then blow that out to the cloud in a way that makes sense you know IP conflicts you have IP space you pub public eye peas and premise as well as in the cloud and how do you kind of make a sense of all of that and I think that's where tools like a v8 ryx make a lot of sense in that space from our site it's it's really simple its latency its bandwidth and availability these don't change whether we're talking about cloud or data center or even corporate IT networking so our job when when these all of these things are simplified into like s3 for instance and our developers want to use those we have to be able to deliver that and for a particular group or another group that wants to use just just GCP resources these aren't we have to support these requirements and these wants as opposed to saying hey that's not a good idea our job is to enable them not to disable them do you think you guys think infrastructure is code which I love that I think it's that's the future it is we saw that with DevOps but I do start getting the networking is it getting down to the network portion where it's network is code because storage and compute working really well is seeing all kubernetes and service master and network as code reality is it there is got work to do it's absolutely there I mean you mentioned net DevOps and it's it's very real I mean in Cooper we build our networks through terraform and on not only just out of fun build an API so that we can consistently build V nets and VPC all across in the same unit yeah and even security groups and then on top an aviatrix comes in we can peer the networks bridge bridge all the different regions through code same with you guys but yeah everything we deploy is done with automation and then we also run things like lambda on top to make changes in real time we don't make manual changes on our network in the data center funny enough it's still manual but the cloud has enabled us to move into this automation mindset and and all my guys that's what they focus on is bringing what now what they're doing in the cloud into the data center which is kind of opposite of what it should be that's full or what it used to be it's full DevOps then yes yeah I mean for us was similar on-premise still somewhat very manual although we're moving more Norton ninja and terraform concepts but everything in the production environment is colored Confirmation terraform code and now coming into the datacenter same I just wanted to jump in on a Justin Smith one of the comment that you made because it's something that we always talk about a lot is that the center of gravity of architecture used to be an on-prem and now it's shifted in the cloud and once you have your strategic architecture what you--what do you do you push that everywhere so what you used to see at the beginning of cloud was pushing the architecture on prem into cloud now I want to pick up on what you said to you others agree that the center of architect of gravity is here I'm now pushing what I do in the cloud back into on pram and and then so first that and then also in the journey where are you at from 0 to 100 of actually in the journey to cloud DUI you 50% there are you 10% yes I mean are you evacuating data centers next year I mean were you guys at yeah so there's there's two types of gravity that you typically are dealing with no migration first is data gravity and your data set and where that data lives and then the second is the network platform that interrupts all that together right in our case the data gravity sold mostly on Prem but our network is now extending out to the app tier that's going to be in cloud right eventually that data gravity will also move to cloud as we start getting more sophisticated but you know in our journey we're about halfway there about halfway through the process we're taking a handle of you know lift and shift and when did that start and we started about three years ago okay okay go by it's a very different story it started from a garage and one hundred percent on the clock it's a business spend management platform as a software-as-a-service one hundred percent on the cloud it was like ten years ago right yes yeah you guys are riding the wave love that architecture Justin I want to ask user you guys mentioned DevOps I mean obviously we saw the huge observability wave which is essentially network management for the cloud in my opinion right yeah it's more dynamic but this isn't about visibility we heard from the last panel you don't know what's being turned on or turned off from a services standpoint at any given time how is all this playing out when you start getting into the DevOps down well this this is the big challenge for all of us as visibility when you talk transport within a cloud you know we very interesting we we have moved from having a backbone that we bought that we own that would be data center connectivity we now I work for as or as a subscription billing company so we want to support the subscription mindset so rather than going and buying circuits and having to wait three months to install and then coming up with some way to get things connected and resiliency and redundancy I my backbone is in the cloud I use the cloud providers interconnections between regions to transport data across and and so if you do that with their native solutions you you do lose visibility there are areas in that that you don't get which is why controlling you know controllers and having some type of management plane is a requirement for us to do what we're supposed to do and provide consistency while doing it a great conversation I loved when you said earlier latency bandwidth I think availability with your sim pop3 things guys SLA I mean you just do ping times between clouds it's like you don't know what you're getting for round-trip times this becomes a huge kind of risk management black hole whatever you want to call blind spot how are you guys looking at the interconnects between clouds because you know I can see that working from you know ground to cloud I'm per cloud but when you start doing with multi clouds workload I mean SL leis will be all over the map won't they just inherently but how do you guys view that yeah I think we talked about workload and we know that the workloads are going to be different in different clouds but they are going to be calling each other so it's very important to have that visibility that you can see how data is flowing at what latency and what our ability is hour is there and our authority needs to operate on that so it's solely use the software dashboard look at the times and look at the latency in the old days strong so on open so on you try to figure it out and then your day is you have to figure out just and what's your answer to that because you're in the middle of it yeah I mean I think the the key thing there is that we have to plan for that failure we have to plan for that latency and our applications it's starting start tracking in your SLI something you start planning for and you loosely couple these services and a much more micro services approach so you actually can handle that kind of failure or that type of unknown latency and unfortunately the cloud has made us much better at handling exceptions a much better way you guys are all great examples of cloud native from day one and you guys had when did you have the tipping point moment or the Epiphany of saying a multi clouds real I can't ignore it I got to factor it into all my design design principles and and everything you're doing what's it was there a moment or was it was it from day one now there are two divisions one was the business so in business there was some affinity to not be in one cloud or to be in one cloud and that drove from the business side so it has a cloud architect our responsibility was to support that business and other is the technology some things are really running better in like if you are running dot network load or you are going to run machine learning or AI so that you have you would have that preference of one cloud over other so it was the bill that we got from AWS I mean that's that's what drives a lot of these conversations is the financial viability of what you're building on top of it which is so we this failure domain idea which is which is fairly interesting is how do I solve or guarantee against a failure domain you have methodologies with you know back-end direct connects or interconnect with GCP all of these ideas are something that you have to take into account but that transport layer should not matter to whoever we're building this for our job is to deliver the frames in the packets what that flows across how you get there we want to make that seamless and so whether it's a public internet API call or it's a back-end connectivity through Direct Connect it doesn't matter it just has to meet a contract that you signed with your application folks yeah that's the availability piece just on your thoughts on that I think any comment on that so actually multi clouds become something much more recent in the last six to eight months I'd say we always kind of had a very much an attitude of like moving to Amazon from our private cloud is hard enough why complicate it further but the realities of the business and as we start seeing you know improvements in Google and Asia and different technology spaces the need for multi cloud becomes much more important as well as those are acquisition strategies I matured we're seeing that companies that used to be on premise that we typically acquire are now very much already on a cloud and if they're on a cloud I need to plug them into our ecosystem and so that's really change our multi cloud story in a big way I'd love to get your thoughts on the clouds versus the clouds because you know you compare them Amazon's got more features they're rich with features I see the bills are haiku people using them but Google's got a great Network Google's networks pretty damn good and then you got a sure what's the difference between the clouds who where they've evolved something whether they peak in certain areas better than others what what are the characteristics which makes one cloud better do they have a unique feature that makes Azure better than Google and vice versa what do you guys think about the different clouds yeah to my experience I think there is the approach is different in many places Google has a different approach very devops friendly and you can run your workload like your network can spend regions time I mean but our application ready to accept that MS one is evolving I mean I remember ten years back Amazon's network was a flat network we will be launching servers and 10.0.0.0 mode multi-account came out so they are evolving as you are at a late start but because they have a late start they saw the pattern and they they have some mature set up on the I mean I think they're all trying to say they're equal in their own ways I think they all have very specific design philosophies that allow them to be successful in different ways and you have to kind of that in mine is your architectural and solution for example Amazon has a very much a very regional affinity they don't like to go cross region in their architecture whereas Google is very much it's a global network we're gonna think about as a global solution I think Google also has advantages there to market and so it has seen what asier did wrong it's seen what AWS did wrong and it's made those improvements and I think that's one of their big advantage at great scale to Justin thoughts on the cloud so yeah Amazon built from the system up and Google built from the network down so their ideas and approaches are from a global versus or regional I agree with you completely that that is the big number one thing but the if you look at it from the outset interestingly the the inability or the ability for Amazon to limit layer 2 broadcasting and and what that really means from a VPC perspective changed all the routing protocols you can use all the things that we have built inside of a data center to provide resiliency and and and make things seamless to users all of that disappeared and so because we had to accept that at the VPC level now we have to accept it at the LAN level Google's done a better job of being able to overcome those things and provide those traditional Network facilities to us it's just great panel can go all day here's awesome so I heard we could we'll get to the cloud native naive question so kind of think about what's not even what's cloud is that next but I got to ask you had a conversation with a friend he's like when is the new land so if you think about what the land was at a data center when is the new link you get talking about the cloud impact so that means st when the old st was kind of changing into the new land how do you guys look at that because if you think about it what lands were for inside a premises was all about networking high speed but now when you take the win and make essentially a land do you agree with that and how do you view this trend and is it good or bad or is it ugly and what's what you guys take on this yeah I think it's the it's a thing that you have to work with your application architect so if you are managing networks and if you're a sorry engineer you need to work with them to expose the unreliability that would bring in so the application has to hand a lot of this the difference in the Layton sees and and the reliability has to be worked through the application there land when same concept as it be yesterday I think we've been talking about for a long time the erosion of the edge and so is this is just a continuation of that journey we've been on for the last several years as we get more and more cloud native when we start about API is the ability to lock my data in place and not be able to access it really goes away and so I think this is just continuation that thing I think it has challenges we start talking about weighing scale versus land scale the tooling doesn't work the same the scale of that tooling is much larger and the need to automation is much much higher in a way than it was in a land that's what we're seeing so much infrastructure as code yeah yeah so for me I'll go back again to this its bandwidth and its latency right that bet define those two land versus win but the other thing that's comes up more and more with cloud deployments is where is our security boundary and where can I extend this secure aware appliance or set of rules to protect what's inside of it so for us we're able to deliver VRS or route forwarding tables for different segments wherever we're at in the world and so they're they're trusted to talk to each other but if they're gonna go to someplace that's outside of their their network then they have to cross a security boundary and where we enforce policy very heavily so for me there's it's not just land when it's it's how does environment get to environment more importantly that's a great point and security we haven't talked to yet but that's got to be baked in from the beginning that's architecture thoughts on security are you guys are dealing with it yeah start from the base have app to have security built in have TLS have encryption on the data I transit data at rest but as you bring the application to the cloud and they are going to go multi-cloud talking to over the Internet in some places well have apt web security I mean I mean our principals day Security's day zero every day and so we we always build it into our design we load entire architecture into our applications it's encrypt everything it's TLS everywhere it's make sure that that data is secured at all times yeah one of the cool trends at RSA just as a side note was the data in use encryption piece which is a homomorphic stuff was interesting all right guys final question you know we heard on the earlier panel was also trending at reinvent we take the tea out of cloud native it spells cloud naive okay they got shirts now he being sure he's gonna got this trend going what does that mean to be naive so if you're to your peers out there watching a live stream and also the suppliers that are trying to you know supply you guys with technology and services what's naive look like and what's native look like when is someone naive about implementing all this stuff so for me it's because we are in hundred-percent cloud for us its main thing is ready for the change and you will you will find new building blocks coming in and the network design will evolve and change so don't be naive and think that it's static you wall with the change I think the big naivety that people have is that well I've been doing it this way for twenty years and been successful it's going to be successful in cloud the reality is that's not the case you have to think some of the stuff a little bit differently and you need to think about it early enough so that you can become cloud native and really enable your business on cloud yeah for me it's it's being open minded right the the our industry the network industry as a whole has been very much I am smarter than everybody else and we're gonna tell everybody how it's going to be done and we have we fell into a lull when it came to producing infrastructure and and and so embracing this idea that we can deploy a new solution or a new environment in minutes as opposed to hours or weeks or four months in some cases is really important and and so you know it's are you being closed-minded native being open-minded exactly and and it took a for me it was that was a transformative kind of where I was looking to solve problems in a cloud way as opposed to looking to solve problems in this traditional old-school way all right I know we're out of time but I ask one more question so you guys so good it could be a quick answer what's the BS language when you the BS meter goes off when people talk to you about solutions what's the kind of jargon that you hear that's the BS meter going off what are people talking about that in your opinion you here you go that's total B yes what what triggers use it so that I have two lines out of movies that are really I can if the if I say them without actually thinking them it's like 1.21 jigowatts how you're out of your mind from Back to the Future right somebody's gonna be a bank and then and then Martin ball and and Michael Keaton and mr. mom when he goes to 22 21 whatever it takes yeah those two right there if those go off in my mind somebody's talking to me I know they're full of baloney so a lot of speeds would be a lot of speeds and feeds a lot of data did it instead of talking about what you're actually doing and solutioning for you're talking about well I does this this this and okay 220 221 anytime I start seeing the cloud vendor start benchmarking against each other it's your workload is your workload you need to benchmark yourself don't don't listen to the marketing on that that's that's all I'm a what triggers you and the bsp I think if somebody explains you a not simple they cannot explain you in simplicity then that's a good one all right guys thanks for the great insight great panel how about a round of applause practitioners DX easy solutions integrating company than we service customers from all industry verticals and we're helping them to move to the digital world so as a solutions integrator we interface with many many customers that have many different types of needs and they're on their IT journey to modernize their applications into the cloud so we encounter many different scenarios many different reasons for those migrations all of them seeking to optimize their IT solutions to better enable their business we have our CPS organization it's cloud platform services we support AWS does your Google Alibaba corkle will help move those workloads to wherever it's most appropriate no one buys the house for the plumbing equally no one buys the solution for the networking but if the plumbing doesn't work no one likes the house and if this network doesn't work no one likes a solution so network is ubiquitous it is a key component of every solution we do the network connectivity is the lifeblood of any architecture without network connectivity nothing works properly planning and building a scalable robust network that's gonna be able to adapt with the application needs its when encountering some network design and talking about speed the deployment aviatrix came up in discussion and we then further pursued an area DHT products that incorporated aviatrix is part of a new offering that we are in the process of developing that really enhances our ability to provide cloud connectivity for the lance cloud connectivity there's a new line of networking services that we're getting into as our clients move into hybrid cloud networking it is much different than our traditional based services an aviatrix provides a key component in that service before we found aviatrix we were using just native peering connections but there wasn't a way to visualize all those peering connections and with multiple accounts multiple contacts for security with a v8 church we were able to visualize those different peering connections of security groups it helped a lot especially in areas of early deployment scenarios were quickly able to then take those deployment scenarios and turn them into scripts that we can then deploy repeatedly their solutions were designed for work with the cloud native capabilities first and where those cloud native capabilities fall short they then have solution sets that augment those capabilities I was pleasantly surprised number one with the aviatrix team as a whole in their level of engagement with us you know we weren't only buying the product we were buying a team that came on board to help us implement and solution that was really good to work together to learn both what aviatrix had to offer as well as enhancements that we had to bring that aviatrix was able to put into their product and meet our needs even better aviatrix was a joy to find because they really provided us the technology that we needed in order to provide multi cloud connectivity that really added to the functionality that you can't get from the basic law providing services we're taking our customers on a journey to simplify and optimize their IT infrastructure aviatrix certainly has made my job much easier okay welcome back to altitude 2020 for the digital event for the live feed welcome back I'm John Ford with the cube with Steve Mulaney CEO aviatrix for the next panel from global system integrators the folks who are building and working with folks on their journey to multi cloud and cloud native networking we've got a great panel George Buckman with dxc and Derek Monahan with wwt welcome to the stage [Applause] [Music] okay you guys are the ones out there advising building and getting down and dirty with multi cloud and cloud native networking we heard from the customer panel you can see the diversity of where people come into the journey of cloud it kind of depends upon where you are but the trends are all clear cloud native networking DevOps up and down the stack this has been the main engine what's your guys take of the disk journey to multi cloud what do you guys seeing yeah it's it's critical I mean we're seeing all of our enterprise customers enter into this they've been through the migrations of the easy stuff you know now they're trying to optimize and get more improvement so now the tough stuffs coming on right and you know they need their data processing near where their data is so that's driving them to a multi cloud environment okay we heard some of the edge stuff I mean you guys are exactly you've seen this movie before but now it's a whole new ballgame what's your take yeah so I'll give you a hint so our practice it's not called the cloud practice it's the multi cloud practice and so if that gives you a hint of how we approach things it's very consultative and so when we look at what the trends are let's look a little year ago about a year ago we were having conversations with customers let's build a data center in the cloud let's put some VP C's let's throw some firewalls with some DNS and other infrastructure out there and let's hope it works this isn't a science project so what we're trying we're starting to see is customers are starting to have more of a vision and we're helping with that consultative nature but it's totally based on the business and you got to start understanding how the lines of business are using the apps and then we evolved into that next journey which is a foundational approach to what are some of the problem statement customers are solving when they come to you what are the top things that are on their my house or the ease of use of jelly all that stuff but what specifically they did digging into yeah some complexity I think when you look at multi cloud approach in my view is network requirements are complex you know I think they are but I think the approach can be let's simplify that so one thing that we try to do and this is how we talk to customers is let's just like you simplify an aviatrix simplifies the automation orchestration of cloud networking we're trying to simplify the design the planning implementation of infrastructure across multiple workloads across multiple platforms and so the way we do it is we sit down we look at not just use cases and not just the questions in common we anticipate we actually build out based on the business and function requirements we build out a strategy and then create a set of documents and guess what we actually build in the lab and that lab that we platform we built proves out this reference architecture actually works absolutely we implement similar concepts I mean we they're proven practices they work great so well George you mentioned that the hard part is now upon us are you referring to networking what is specifically were you getting at Tara so the easy parts done now so for the enterprises themselves migrating their more critical apps or more difficult apps into the environments you know they've just we've just scratched the surface I believe on what enterprises that are doing to move into the cloud to optimize their environments to take advantage of the scale and speed to deployment and to be able to better enable their businesses so they're just now really starting the >> so do you get you guys see what I talked about them in terms of their Cambrian explosion I mean you're both monster system integrators with you know top fortune enterprise customers you know really rely on you for for guidance and consulting and so forth and boy they're networks is that something that you you've seen I mean does that resonate did you notice a year and a half ago and all of a sudden the importance of cloud for enterprise shoot up yeah I mean we're seeing it okay in our internal environment as yeah you know we're a huge company or right customer zero or an IT so we're experiencing that internal okay and every one of our other customers so I have another question oh I don't know the answer to this and the lawyer never asks a question that you don't know the answer to but I'm gonna ask it anyway d XE @ wwt massive system integrators why aviatrix yep so great question Steve so I think the way we approach things I think we have a similar vision a similar strategy how you approach things how we approach things that it worldwide technology number one we want to simplify the complexity and so that's your number one priorities let's take the networking but simplify it and I think part of the other point I'm making is we have we see this automation piece as not just an afterthought anymore if you look at what customers care about visibility and automation is probably the at the top three maybe the third on the list and I think that's where we see the value and I think the partnership that we're building and what I what I get excited about is not just putting yours in our lab and showing customers how it works it's Co developing a solution with you figuring out hey how can we make this better right mr. piller is a huge thing Jenna insecurity alone Network everything's around visibility what automation do you see happening in terms of progression order of operations if you will it's the low-hanging fruit what are people working on now and what are what are some of the aspirational goals around when you start thinking about multi cloud and automation yep so I wanted to get back to answer that question I want to answer your question you know what led us there and why aviatrix you know in working some large internal IT projects and and looking at how we were going to integrate those solutions you know we like to build everything with recipes where Network is probably playing catch-up in the DevOps world but with a DevOps mindset looking to speed to deploy support all those things so when you start building your recipes you take a little of this a little of that and you mix it all together well when you look around you say wow look there's this big bag of a VHS let me plop that in that solves a big part of my problems that I have to speed to integrate speed to deploy and the operational views that I need to run this so that was 11 years about reference architectures yeah absolutely so you know they came with a full slate of reference architectures already the out there and ready to go that fit our needs so it's very very easy for us to integrate those into our recipes what do you guys think about all the multi vendor interoperability conversations that have been going on choice has been a big part of multi cloud in terms of you know customers want choice didn't you know they'll put a workload in the cloud that works but this notion of choice and interoperability is become a big conversation it is and I think our approach and that's why we talk to customers is let's let's speed and be risk of that decision making process and how do we do that because the interoperability is key you're not just putting it's not just a single vendor we're talking you know many many vendors I mean think about the average number of cloud applications a customer uses a business and enterprise business today you know it's it's above 30 it's it's skyrocketing and so what we do and we look at it from an Billy approaches how do things interoperate we test it out we validate it we build a reference architecture it says these are the critical design elements now let's build one with aviatrix and show how this works with aviatrix and I think the the important part there though is the automation piece that we add to it invisibility so I think the visibility is what's what I see lacking across the industry today and the cloud needed that's been a big topic yep okay in terms of aviatrix that you guys see them coming in there one of the ones that are emerging and the new brands emerging with multi cloud you still got the old guard incumbents with huge footprints how our customers dealing with that that kind of component in dealing with both of them yeah I mean where we have customers that are ingrained with a particular vendor and you know we have partnerships with many vendors so our objective is to provide the solution that meets that client and you they all want multi vendor they all want interoperability correct all right so I got to ask you guys a question while we were defining de to operations what does that mean I mean you guys are looking at the big business and technical components of architecture what does de two operations mean what's the definition of that yeah so I think from our perspective my experience we you know de to operations whether it's it's not just the you know the orchestration piece and setting up and let it a lot of automate and have some you know change control you're looking at this from a data perspective how do I support this ongoing and make it easy to make changes as we evolve that the the cloud is very dynamic the the nature of how that fast is expanding the number of features is astonishing trying to keep up to date with a number of just networking capabilities and services that are added so I think day to operation starts with a fundable understanding of you know building out supporting a customer's environments and making it the automation piece easy from from you know a distance I think yeah and you know taking that to the next level of being able to enable customers to have catalog items that they can pick and choose hey I need this network connectivity from this cloud location back to this on pram and being able to have that automated and provisioned just simply by ordering it for the folks watching out there guys take a minute to explain as you guys are in the trenches doing a lot of good work what are some of the engagement that you guys get into how does that progress what is that what's what happens there they call you up and say hey I need multi-cloud or you're already in there I mean take us through why how someone can engage to use a global si to come in and make this thing happen what's looks like typical engagement look like yeah so from our perspective we typically have a series of workshops in a methodology that we kind of go along the journey number one we have a foundational approach and I don't mean foundation meaning the network foundation that's a very critical element we got a factor in security we got a factor in automation so we think about foundation we do a workshop that starts with education a lot of times we'll go in and we'll just educate the customer what does VPC sharing you know what is a private link and Azure how does that impact your business you know customers I want to share services out in an ecosystem with other customers and partners well there's many ways to accomplish that so our goal is to you know understand those requirements and then build that strategy with them thoughts George oh yeah I mean I'm one of the guys that's down in the weeds making things happen so I'm not the guy on the front line interfacing with the customers every day but we have a similar approach you know we have a consulting practice that will go out and and apply their practices to see what those and when do you parachute in yeah when I then is I'm on the back end working with our offering development leads for the networking so we understand or seeing what customers are asking for and we're on the back end developing the solutions that integrate with our own offerings as well as enable other customers to just deploy quickly to meet their connectivity needs it so the patterns are similar great final question for you guys I want to ask you to paint a picture of what success looks like and you know for name customers you don't forget in reveal of kind of who they are but what does success look like in multi-cloud as you as you paint a picture for the folks here and watching on the live stream it's if someone says hey I want to be multi-cloud I got to have my operations agile I want full DevOps I want programmability security built in from day zero what does success look like yeah I think success looks like this so when you're building out a network the network is a harder thing to change than some other aspects of cloud so what we think is even if you're thinking about that second cloud which we have most of our customers are on to public clouds today they might be dabbling in that is you build that network foundation an architecture that takes in consideration where you're going and so once we start building that reference architecture out that shows this is how to sit from a multi-cloud perspective not a single cloud and let's not forget our branches let's not forget our data centers let's not forget how all this connects together because that's how we define multi-cloud it's not just in the cloud it's on Prem and it's off Prem and so collectively I think the key is also is that we provide them an hld you got to start with in a high-level design that can be tweaked as you go through the journey but you got to give a solid structural foundation and that networking which we think most customers think as not not the network engineers but as an afterthought we want to make that the most critical element before you start the journey Jorge from your seed had a success look for you so you know it starts out on these journeys often start out people not even thinking about what is gonna happen what what their network needs are when they start their migration journey to the cloud so I want this success to me looks like them being able to end up not worrying about what's happening in the network when they move to the cloud good guys great insight thanks for coming on share and pen I've got a round of applause the global system integrators [Applause] [Music] okay welcome back from the live feed I'm shuffle with the cube Steve Eleni CEO of aviatrix my co-host our next panel is the aviatrix certified engineers also known as aces this is the folks that are certified their engineering they're building these new solutions please welcome Toby Foster min from Attica Stacy linear from Terra data and Jennifer Reid with Victor Davis to the stage I was just gonna I was just gonna rip you guys and say where's your jackets and Jen's got the jacket on okay good love the aviatrix aces pile of gear there above the clouds soaring to new heights that's right so guys aviatrix aces love the name I think it's great certified this is all about getting things engineered so there's a level of certification I want to get into that but first take us through the day in the life of an ace and just to point out Stacey's a squad leader so he's like a squadron leader Roger and leader yeah squadron leader so he's got a bunch of aces underneath him but share your perspective day-in-the-life Jeff we'll start with you sure so I have actually a whole team that works for me both in the in the North America both in the US and in Mexico and so I'm eagerly working to get them certified as well so I can become a squad leader myself but it's important because one of the the critical gaps that we've found is people having the networking background because they're you graduate from college and you have a lot of computer science background you can program you've got Python but networking in packets they just don't get and so just taking them through all the processes that it's really necessary to understand when you're troubleshooting is really critical mm-hmm and because you're gonna get an issue where you need to figure out where exactly is that happening on the network you know is my my issue just in the V PCs and on the instant side is a security group or is it going on print and this is something actually embedded within Amazon itself I mean I should troubleshot an issue for about six months going back and forth with Amazon and it was the vgw VPN because they were auto-scaling on two sides and we ended up having to pull out the Cisco's and put in aviatrix so I could just say okay it's fixed and actually actually helped the application teams get to that and get it solved yeah but I'm taking a lot of junior people and getting them through that certification process so they can understand and see the network the way I see the network I mean look I've been doing this such for 25 years but I got out when I went in the Marine Corps that's what I did and coming out the network is still the network but people don't get the same training they get they got in the 90s it's just so easy just write some software and they work takes care of itself yes I'll be will get I'll come back to that I want to come back to that that problem solved with Amazon but Toby I think the only thing I have to add to that is that it's always the network fault as long as I've been in network have always been the network's fault and I'm even to this day you know it's still the network's fault and part of being a network guy is that you need to prove when it is and when it's not your fault and that means you need to know a little bit about a hundred different things to make that and now you got a full stack DevOps you gotta know a lot more times another hundred and these times are changing yeah they say you're a squadron leader I get that right what is what does a squadron leader first can you describe what it is I think probably just leading all the network components of it but not they from my perspective when to think about what you asked them was it's about no issues and no escalation soft my day is a good that's a good day yes it's a good day Jennifer you mentioned the Amazon thing this brings up a good point you know when you have these new waves come in you have a lot of new things newly use cases a lot of the finger-pointing it's that guy's problem that girl's problem so what is how do you solve that and how do you get the young guns up to speed is there training is that this is where the certification comes in well is where the certification is really going to come in I know when we we got together at reinvent one of the the questions that that we had with Stephen the team was what what should our certification look like you know she would just be teaching about what aviatrix troubleshooting brings to bear but what should that be like and I think Toby and I were like no no no that's going a little too high we need to get really low because the the better someone can get at actually understanding what actually happening in the network and and where to actually troubleshoot the problem how to step back each of those processes because without that it's just a big black box and they don't know you know because everything is abstracted in Amazon Internet and Azure and Google is substracted and they have these virtual gateways they have VPNs that you just don't have the logs on it's you just don't know and so then what tools can you put in front of them of where they can look because there are full logs well as long as we turned on the flow logs when they built it you know and there's like each one of those little things that well if they had decided to do that when they built it it's there but if you can come in later to really supplement that with training to actual troubleshoot and do a packet capture here as it's going through then teaching them how to read that even yeah Toby we were talking before we came on up on stage about your career you've been networking all your time and then you know you're now entering a lot of younger people how is that going because the people who come in fresh they don't have all the old war stories they don't know you talk about you know that's dimmer fault I walk in bare feet in the snow when I was your age I mean it's so easy now right they say what's your take on how you train the young P so I've noticed two things one is that they are up to speed a lot faster in generalities of networking they can tell you what a network is in high school level now where I didn't learn that too midway through my career and they're learning it faster but they don't necessarily understand why it's that way or you know everybody thinks that it's always slash 24 for a subnet and they don't understand why you can break it down smaller why it's really necessary so the the ramp up speed is much faster for these guys that are coming in but they don't understand why and they need some of that background knowledge to see where it's coming from and why is it important and old guys that's where we thrive Jennifer you mentioned you you got in from the Marines health spa when you got into networking how what was it like then and compared it now almost like we heard earlier static versus dynamic don't be static cuz then you just set the network you got a perimeter yeah no there was no such thing ya know so back in the day I mean I mean we had banyan vines for email and you know we had token ring and I had to set up token ring networks and figure out why that didn't work because how many of things were actually sharing it but then actually just cutting fiber and running fiber cables and dropping them over you know shelters to plug them in and oh crap they swung it too hard and shattered it now I gotta be great polished this thing and actually shoot like to see if it works I mean that was the network crimped five cat5 cables to run an Ethernet you know and then from that just said network switches dumb switches like those were the most common ones you had then actually configuring routers and you know logging into a Cisco router and actually knowing how to configure that and it was funny because I had gone all the way up and was a software product manager for a while so I've gone all the way up the stack and then two and a half three years ago I came across to to work with entity group that it became Victor Davis but we went to help one of our customers Davis and it was like okay so we need to fix the network okay I haven't done this in 20 years but all right let's get to it you know because it really fundamentally does not change it's still the network I mean I've had people tell me well you know when we go to containers we will not have to worry about the network and I'm like yeah you don't I do and then with this were the program abilities it really interesting so I think this brings up the certification what are some of the new things that people should be aware of that come in with the aviatrix ace certification what are some of the highlights can you guys share some of the some of the highlights around the certifications I think some of the importance is that it's it doesn't need to be vendor specific for network generality or basic networking knowledge and instead of learning how Cisco does something or how Palo Alto does something we need to understand how and why it works as a basic model and then understand how each vendor has gone about that problem and solved it in a general that's true in multi cloud as well you can't learn how cloud networking works without understanding how a double u.s. senator and GCP are all slightly the same but slightly different and some things work and some things don't I think that's probably the number one take I think having a certification across clouds is really valuable cuz we heard the global si help the business issues what does it mean to do that is it code is that networking is it configuration is that aviatrix what is the I mean op C aviatrix is the ASA certification but what is it about the multi cloud that makes it multi networking and multi vendor easy answer is yes so you got to be a generalist getting your hands and all you have to be right it takes experience because it's every every cloud vendor has their own certification whether that's hops and advanced networking and advanced security or whatever it might be yeah they can take the test but they have no idea how to figure out what's wrong with that system and the same thing with any certification but it's really getting your hands in there and actually having to troubleshoot the problems you know actually work the problem you know and calm down it's going to be okay I mean because I don't know how many calls I've been on or even had aviatrix join me on it's like okay so everyone calm down let's figure out what's happening it's like we've looked at that screen three times looking at it again it's not gonna solve that problem right but at the same time you know remaining calm but knowing that it really is I'm getting a packet from here to go over here it's not working so what could be the problem you know and actually stepping them through with those scenarios but that's like you only get that by having to do it you know and seeing it and going through it and then I have a question so we you know I just see it we started this program maybe months ago we're seeing a huge amount of interest I mean we're oversubscribed on all the training sessions we've got people flying from around the country even with coronavirus flying to go to Seattle to go to these events were oversubscribed good is that watching leader would put there yeah is that something that you see in your organization's are you recommending that to people do you see I mean I'm just I guess I'm surprised I'm not surprised but I'm really surprised by the demand if you would of this multi cloud network certification because it really isn't anything like that is that something you guys can comment on or do you see the same things in your organization's I say from my side because we operate in the multi cloud environment so it really helps and it's beneficial for us yeah I think I would add that uh networking guys have always needed to use certifications to prove that they know what they know right it's not good enough to say yeah I know IP addresses or I know how a network works and a couple little check marks or a little letters buying helps give you validity um so even in our team we can say hey you know we're using these certifications to know that you know enough of the basics and enough of the understandings that you have the tools necessary right so I guess my final question for you guys is why an eighth certification is relevant and then second part is share what the livestream folks who aren't yet a certified or might want to jump in to be AVH or certified engineers why is it important so why is it relevant and why shouldn't someone want to be an ace-certified I'm uses the right engineer I think my views a little different I think certification comes from proving that you have the knowledge not proving that you get a certification to get no I mean they're backwards so when you've got the training and the understanding and the you use that to prove and you can like grow your certification list with it versus studying for a test to get a certification and have no understanding of ok so that who is the right person that look at this is saying I'm qualified is it a network engineer is it a DevOps person what's your view you know is it a certain you know I think cloud is really the answer it's the as we talked like the edge is getting eroded so is the network definitions eating eroded we're getting more and more of some network some DevOps some security lots and lots of security because network is so involved in so many of them that's just the next progression there I would say I expand that to more automation engineers because we have those now probably extended as well well I think that the training classes themselves are helpful especially the entry-level ones for people who may be quote-unquote cloud architects but I've never done anything and networking for them to understand why we need those things to really work whether or not they go through to eventually get a certification is something different but I really think fundamentally understanding how these things work it makes them a better architect makes them better application developer but even more so as you deploy more of your applications into the cloud really getting an understanding even from our people who have tradition down on Prem networking they can understand how that's going to work in the cloud - well I know we've got just under 30 seconds left I want to get one more question than just one more for the folks watching that are maybe younger that don't have that networking training from your experiences each of you can answer why is it should they know about networking what's the benefit what's in it for them motivate them share some insights and why they should go a little bit deeper in networking Stacey we'll start with you we'll go down I'd say it's probably fundamental right if you don't deliver solutions networking use the very top I would say if you fundamental of an operating system running on a machine how those machines talk together as a fundamental change is something that starts from the base and work your way up right well I think it's a challenge because you you've come from top down now you're gonna start looking from bottom up and you want those different systems to cross communicate and say you built something and you're overlapping IP space not that that doesn't happen but how can I actually make that still operate without having to reappear e-platform it's like those challenges like those younger developers or sis engineers can really start to get their hands around and understand those complexities and bring that forward in their career they got to know the how the pipes are working and because know what's going some plumbing that's right and the works a how to code it that's right awesome thank you guys for great insights ace certified engineers also known as aces give a round of applause thank you okay all right that concludes my portion thank you Steve thanks for have Don thank you very much that was fantastic everybody round of applause for John Currier yeah so great event great event I'm not going to take long we've got we've got lunch outside for that for the people here just a couple of things just call to action right so we saw the Aces you know for those of you out on the stream here become a certified right it's great for your career it's great for knowledge is is fantastic it's not just an aviatrix thing it's gonna teach you about cloud networking multi-cloud networking with a little bit of aviatrix exactly what the Cisco CCIE program was for IP network that type of the thing that's number one second thing is is is is learn right so so there's a there's a link up there for the four to join the community again like I started this this is a community this is the kickoff to this community and it's a movement so go to what a v8 community bh6 comm starting a community at multi cloud so you know get get trained learn I'd say the next thing is we're doing over a hundred seminars in across the United States and also starting into Europe soon will come out and will actually spend a couple hours and talk about architecture and talk about those beginning things for those of you on the you know on the livestream in here as well you know we're coming to a city near you go to one of those events it's a great way to network with other people that are in the industry as well as to start to learn and get on that multi-cloud journey and then I'd say the last thing is you know we haven't talked a lot about what aviatrix does here and that's intentional we want you you know leaving with wanting to know more and schedule get with us in schedule a multi our architecture workshop session so we we sit out with customers and we talk about where they're at in that journey and more importantly where they're going in that in-state architecture from networking compute storage everything and everything you heard today every panel kept talking about architecture talking about operations those are the types of things that we saw we help you cook define that canonical architecture that system architecture that's yours so for so many of our customers they have three by five plotted lucid charts architecture drawings and it's the customer name slash aviatrix arc network architecture and they put it on their whiteboard that's what what we and that's the most valuable thing they get from us so this becomes their twenty-year network architecture drawing that they don't do anything without talking to us and look at that architecture that's what we do in these multi hour workshop sessions with customers and that's super super powerful so if you're interested definitely call us and let's schedule that with our team so anyway I just want to thank everybody on the livestream thank everybody here hopefully it was it was very useful I think it was and joined the movement and for those of you here join us for lunch and thank you very much [Applause] [Music]

Published Date : Mar 4 2020

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Altitude 2020 Full Event | March 3, 2020


 

ladies and gentlemen this is your captain speaking we will soon be taking off on our way to altitude please keep your seatbelts fastened and remain in your seats we will be experiencing turbulence until we are above the clouds ladies and gentlemen we are now cruising at altitude sit back and enjoy the ride [Music] altitude is a community of thought leaders and pioneers cloud architects and enlightened network engineers who have individually and are now collectively leading their own IT teams and the industry on a path to lift cloud networking above the clouds empowering Enterprise IT to architect design and control their own cloud network regardless of the turbulent clouds beneath them it's time to gain altitude ladies and gentlemen Steve Mulaney president and CEO of aviatrix the leader of multi cloud networking [Music] [Applause] all right good morning everybody here in Santa Clara as well as to the what millions of people watching the livestream worldwide welcome to altitude 2020 all right so we've got a fantastic event today really excited about the speakers that we have today and the experts that we have and really excited to get started so one of the things I wanted to just share was this is not a one-time event it's not a one-time thing that we're gonna do sorry for the aviation analogy but you know sherry way aviatrix means female pilot so everything we do as an aviation theme this is a take-off for a movement this isn't an event this is a take-off of a movement a multi-cloud networking movement and community that we're inviting all of you to become part of and-and-and why we're doing that is we want to enable enterprises to rise above the clouds so to speak and build their network architecture regardless of which public cloud they're using whether it's one or more of these public clouds so the good news for today there's lots of good news but this is one good news is we don't have any powerpoint presentations no marketing speak we know that marketing people have their own language we're not using any of that in those sales pitches right so instead what are we doing we're going to have expert panels we've got Simone Rashard Gartner here we've got 10 different network architects cloud architects real practitioners they're going to share their best practices and there are real-world experiences on their journey to the multi cloud so before we start and everybody know what today is in the u.s. it's Super Tuesday I'm not gonna get political but Super Tuesday there was a bigger Super Tuesday that happened 18 months ago and maybe eight six employees know what I'm talking about 18 months ago on a Tuesday every enterprise said I'm gonna go to the cloud and so what that was was the Cambrian explosion for cloud for the price so Frank kibrit you know what a Cambrian explosion is he had to look it up on Google 500 million years ago what happened there was an explosion of life where it went from very simple single-cell organisms to very complex multi-celled organisms guess what happened 18 months ago on a Tuesday I don't really know why but every enterprise like I said all woke up that day and said now I'm really gonna go to cloud and that Cambrian explosion of cloud went meant that I'm moving from very simple single cloud single use case simple environment to a very complex multi cloud complex use case environment and what we're here today is we're gonna go and dress that and how do you handle those those those complexities and when you look at what's happening with customers right now this is a business transformation right people like to talk about transitions this is a transformation and it's actually not just the technology transformation it's a business transformation it started from the CEO and the boards of enterprise customers where they said I have an existential threat to the survival of my company if you look at every industry who they're worried about is not the other 30 year old enterprise what they're worried about is the three year old enterprise that's leveraging cloud that's leveraging AI and that's where they fear that they're going to actually get wiped out right and so because of this existential threat this is CEO lead this is board led this is not technology led it is mandated in the organization's we are going to digitally transform our enterprise because of this existential threat and the movement to cloud is going to enable us to go do that and so IT is now put back in charge if you think back just a few years ago in cloud it was led by DevOps it was led by the applications and it was like I said before their Cambrian explosion is very simple now with this Cambrian explosion and enterprises getting very serious and mission critical they care about visibility they care about control they care about compliance conformance everything governance IT is in charge and and and that's why we're here today to discuss that so what we're going to do today is much of things but we're gonna validate this journey with customers do they see the same thing we're gonna validate the requirements for multi-cloud because honestly I've never met an enterprise that is not going to be multi-cloud many are one cloud today but they all say I need to architect my network for multiple clouds because that's just what the network is there to support the applications and the applications will run and whatever cloud it runs best in and you have to be prepared for that the second thing is is is architecture again with the IT in charge you architecture matters whether it's your career whether it's how you build your house it doesn't matter horrible architecture your life is horrible forever good architecture your life is pretty good so we're gonna talk about architecture and how the most fundamental and critical part of that architecture and that basic infrastructure is the network if you don't get that right nothing works right way more important and compute way more important than storm dense storage network is the foundational element of your infrastructure then we're going to talk about day 2 operations what does that mean well day 1 is one day of your life that's who you wire things up they do and beyond I tell everyone in networking and IT it's every day of your life and if you don't get that right your life is bad forever and so things like operations visibility security things like that how do I get my operations team to be able to handle this in an automated way because it's not just about configuring it in the cloud it's actually about how do I operationalize it and that's a huge benefit that we bring as aviatrix and then the last thing we're going to talk and it's the last panel we have I always say you can't forget about the humans right so all this technology all these things that we're doing it's always enabled by the humans at the end of the day if the humans fight it it won't get deployed and we have a massive skills gap in cloud and we also have a massive skill shortage you have everyone in the world trying to hire cloud network architects right there's just not enough of them going around so at aviatrix as leaders knew we're gonna help address that issue and try to create more people we created a program and we call the ACE program again an aviation theme it stands for aviatrix certified engineer very similar to what Cisco did with CC IES where Cisco taught you about IP networking a little bit of Cisco we're doing the same thing we're gonna teach network architects about multi-cloud networking and architecture and yeah you'll get a little bit of aviatrix training in there but this is the missing element for people's careers and also within their organization so we're gonna we're gonna go talk about that so great great event great show when try to keep it moving I'd next want to introduce my my host he's the best in the business you guys have probably seen him multiple million times he's the co CEO and co-founder of Tube John Fourier okay awesome great great speech they're awesome I totally agree with everything you said about the explosion happening and I'm excited here at the heart of Silicon Valley to have this event it's a special digital event with the cube and aviatrix where we live streaming to millions of people as you said maybe not a million maybe not really take this program to the world this is a little special for me because multi-cloud is the hottest wave and cloud and cloud native networking is fast becoming the key engine of the innovation so we got an hour and a half of action-packed programming we have a customer panel two customer panels before that Gartner is going to come on talk about the industry we have a global system integrators we talk about how they're advising and building these networks and cloud native networking and then finally the Aces the aviatrix certified engineer is gonna talk more about their certifications and the expertise needed so let's jump right in and let's ask someone rashard to come on stage from Gartner we'll check it all up [Applause] [Music] okay so kicking things off certain started gartner the industry experts on cloud really kind of more to your background talk about your background before you got the gardener yeah before because gardener was a chief network architect of a fortune five companies with thousands of sites over the world and I've been doing everything and IT from a C programmer in the 90 to a security architect to a network engineer to finally becoming a network analyst so you rode the wave now you're covering at the marketplace with hybrid cloud and now moving quickly to multi cloud is really I was talking about cloud natives been discussed but the networking piece is super important how do you see that evolving well the way we see Enterprise adapt in cloud first thing you do about networking the initial phases they either go in a very ad hoc way is usually led by non non IT like a shadow whitey or application people or some kind of DevOps team and it's it just goes as it's completely unplanned decreed VP sees left and right with a different account and they create mesh to manage them and their direct connect or Express route to any of them so that's what that's a first approach and on the other side again it within our first approach you see what I call the lift and shift way we see like Enterprise IT trying to basically replicate what they have in a data center in the cloud so they spend a lot of time planning doing Direct Connect putting Cisco routers and f5 and Citrix and any checkpoint Palo Alto divides the data that are sent removing that to that cloud and I ask you the aha moments gonna come up a lot of our panels is where people realize that it's a multi cloud world I mean they either inherit clouds certainly they're using public cloud and on-premises is now more relevant than ever when's that aha moment that you're seeing where people go well I got to get my act together and get on this well the first but even before multi-cloud so these two approach the first one like the adduct way doesn't scale at some point idea has to save them because they don't think about the two they don't think about operations they have a bunch of VPC and multiple clouds the other way that if you do the left and shift wake they cannot take any advantages of the cloud they lose elasticity auto-scaling pay by the drink these feature of agility features so they both realize okay neither of these ways are good so I have to optimize that so I have to have a mix of what I call the cloud native services within each cloud so they start adapting like other AWS constructor is your construct or Google construct then that's I would I call the up optimal phase but even that they they realize after that they are very different all these approaches different the cloud are different identities is completely difficult to manage across clouds I mean for example AWS has accounts there's subscription and in adarand GCP their projects it's a real mess so they realize well I can't really like concentrate used the cloud the cloud product and every cloud that doesn't work so I have I'm doing multi cloud I like to abstract all of that I still wanna manage the cloud from an API to interview I don't necessarily want to bring my incumbent data center products but I have to do that in a more API driven cloud they're not they're not scaling piece and you were mentioning that's because there's too many different clouds yes that's the piece there so what are they doing whether they really building different development teams as its software what's the solution well this the solution is to start architecting the cloud that's the third phase I call that the multi cloud architect phase where they have to think about abstraction that works across cloud fact even across one cloud it might not scale as well if you start having like 10,000 security group in AWS that doesn't scale you have to manage that if you have multiple VPC it doesn't scale you need a third party identity provider so it barely scales within one cloud if you go multiple cloud it gets worse and worse see way in here what's your thoughts I thought we said this wasn't gonna be a sales pitch for aviatrix you just said exactly what we do so anyway I'm just a joke what do you see in terms of where people are in that multi cloud a lot of people you know everyone I talked to started in one cloud right but then they look and they say okay but I'm now gonna move to adjourn I'm gonna move do you see a similar thing well yes they are moving but they're not there's not a lot of application that use a tree cloud at once they move one app in deserve one app in individuals one get happened Google that's what we see so far okay yeah I mean one of the mistakes that people think is they think multi-cloud no one is ever gonna go multi-cloud for arbitrage they're not gonna go and say well today I might go into Azure because I got a better rate of my instance that's never do you agree with that's never going to happen what I've seen with enterprise is I'm gonna put the workload in the app the app decides where it runs best that may be a sure maybe Google and for different reasons and they're gonna stick there and they're not gonna move let me ask you infrastructure has to be able to support from a networking team be able to do that do you agree with that yes I agree and one thing is also very important is connecting to that cloud is kind of the easiest thing so though while I run Network part of the cloud connectivity to the cloud is kind of simple I agree IPSec VP and I reckon Express that's a simple part what's difficult and even a provisioning part is easy you can use terraform and create v pieces and v nets across which we cloud provider right what's difficult is the day-to-day operations so it's what to find a to operations what is that what does that actually mean this is the day-to-day operations after it you know the natural let's add an app let's add a server let's troubleshoot a problem so what so your life something changes how would he do so what's the big concerns I want to just get back to this cloud native networking because everyone kind of knows with cloud native apps are that's been a hot trend what is cloud native networking how do you how do you guys define that because that seems to be the oddest part of the multi-cloud wave that's coming as cloud native networking well there's no you know official garner definition but I can create one on another spot it's do it I just want to leverage the cloud construct and a cloud epi I don't want to have to install like like for example the first version was let's put a virtual router that doesn't even understand and then the cloud environment right if I have if I have to install a virtual machine it has to be cloud aware it has to understand the security group if it's a router it has to be programmable to the cloud API and and understand the cloud environment you know one things I hear a lot from either see Saussure CIOs or CXOs in general is this idea of I'm definitely on going API so it's been an API economy so API is key on that point but then they say okay I need to essentially have the right relationship with my suppliers aka clouds you call it above the clouds so the question is what do i do from an architecture standpoint do I just hire more developers and have different teams because you mentioned that's a scale point how do you solve this this problem of okay I got AWS I got GCP or Azure or whatever do I just have different teams or just expose api's where is that optimization where's the focus well I take what you need from an android point of view is a way a control plane across the three clouds and be able to use the api of the cloud to build networks but also to troubleshoot them and do they to operation so you need a view across a three cloud that takes care of routing connectivity that's you know that's the aviatrix plug of you right there so so how do you see so again your Gartner you you you you see the industry you've been a network architect how do you see this this plane out what are the what are the legacy incumbent client-server on-prem networking people gonna do well these versus people like aviatrix well how do you see that plane out well obviously all the incumbent like Arista cisco juniper NSX right they want to basically do the lift and ship or they want to bring and you know VM I want to bring in a section that cloud they call that NSX everywhere and cisco monks bring you star in the cloud recall that each guy anywhere right so everyone what and and then there's cloud vision for my red star and contrail is in the cloud so they just want to bring the management plain in the cloud but it's still based most of them it's still based on putting a VM them in controlling them right you you extend your management console to the cloud that's not truly cloud native right cloud native you almost have to build it from scratch we like to call that cloud naive clown that close one letter yeah so that was a big con surgeon i reinvent take the tea out of cloud native its cloud naive i went super viral you guys got t-shirts now i know you love it but yeah but that really ultimately is kind of a double-edged sword you got to be you can be naive on the on the architecture side and rolling out but also suppliers are can be naive so how would you define who's naive and who's not well in fact they're evolving as well so for example in cisco you it's a little bit more native than other ones because they're really ACI in the cloud you call you you really like configure api so the cloud and nsx is going that way and so is Arista but they're incumbent they have their own tools it's difficult for them they're moving slowly so it's much easier to start from scratch Avenue like and you know and network happiness started a few years ago there's only really two aviatrix was the first one they've been there for at least three or four years and there's other ones like Al Kyra for example that just started now that doing more connectivity but they want to create an overlay network across the cloud and start doing policies and trying abstracting all the clouds within one platform so I gotta ask you I interviewed an executive at VMware Sanjay Pune and he said to me at RSA last week oh the only b2 networking vendors left Cisco and VMware what's your respect what's your response to that obviously I mean when you have these waves as new brands that emerge like AV X and others though I think there'll be a lot of startups coming out of the woodwork how do you respond to that comment well there's still a data center there's still like a lot of action on campus and there's the one but from the cloud provisioning and clown networking in general I mean they're behind I think you know in fact you don't even need them to start to it you can if you're small enough you can just keep if you're in AWS you can user it with us construct they have to insert themselves I mean they're running behind they're all certainly incumbents I love the term Andy Jesse's that Amazon Web Services uses old guard new guard to talk about the industry what does the new guard have to do the new and new brands that emerge in is it be more DevOps oriented neck Nets a cops is that net ops is the programmability these are some of the key discussions we've been having what's your view on how you see this program their most important part is they have to make the network's simple for the dev teams and from you cannot have that you cannot make a phone call and get it via line in two weeks anymore so if you move to that cloud you have to make the cloud construct as simple enough so that for example a dev team could say okay I'm going to create this VP see but this VP see automatically being your associate to your account you cannot go out on the internet you have to go to the transit VP C so there's a lot of action in terms of the I am part and you have to put the control around them too so to make it as simple as possible you guys both I mean you're the COC aviatrix but also you guys a lot of experience going back to networking going back to I call the OSI mace which for us old folks know that means but you guys know this means I want to ask you the question as you look at the future of networking here a couple of objectives oh the cloud guys they got networking we're all set with them how do you respond to the fact that networking is changing and the cloud guys have their own networking what some of the pain points that's going on premises and these enterprises so are they good with the clouds what needs what are the key things that's going on in networking that makes it more than just the cloud networking what's your take on well I as I said earlier that once you you could easily provision in the cloud you can easily connect to that cloud is when you start troubleshooting application in the cloud and try to scale so this that's where the problem occurs see what you're taking on it and you'll hear from the from the customers that that we have on stage and I think what happens is all the cloud the clouds by definition designed to the 80/20 rule which means they'll design 80% of the basic functionality and they'll lead the 20% extra functionality that of course every enterprise needs they'll leave that to ISVs like aviatrix because why because they have to make money they have a service and they can't have huge instances for functionality that not everybody needs so they have to design to the common and that's they all do it right they have to and then the extra the problem is that can be an explosion that I talked about with enterprises that's holy that's what they need that they're the ones who need that extra 20% so that's that's what I see is is there's always gonna be that extra functionality the in in an automated and simple way that you talked about but yet powerful with up with the visibility and control that they expect of on prep that that's that kind of combination that yin and the yang that people like us are providing some I want to ask you were gonna ask some of the cloud architect customer panels it's the same question this pioneers doing some work here and there's also the laggards who come in behind the early adopters what's gonna be the tipping point what are some of those conversations that the cloud architects are having out there or what's the signs that they need to be on this multi cloud or cloud native networking trend what are some the signals that are going on in their environment what are some of the threshold or things that are going on that there can pay attention to well well once they have application and multiple cloud and they have they get wake up at 2:00 in the morning to troubleshoot them they don't know it's important so I think that's the that's where the robber will hit the road but as I said it's easier to prove it it's okay it's 80s it's easy user transit gateway put a few V pcs and you're done and use create some presents like equinox and do Direct Connect and Express route with Azure that looks simple is the operations that's when they'll realize okay now I need to understand our car networking works I also need a tool that give me visibility and control not button tell me that I need to understand the basic underneath it as well what are some of the day in the life scenarios that you envision happening with multi cloud because you think about what's happening it kind of has that same vibe of interoperability choice multi-vendor because you have multi clouds essentially multi vendor these are kind of old paradigms that we've lived through the client-server and internet working wave what are some of those scenarios of success and that might be possible it would be possible with multi cloud and cloud native networking well I think once you have good enough visibility to satisfy your customers you know not only like to keep the service running an application running but to be able to provision fast enough I think that's what you want to achieve small final question advice for folks watching on the live stream if they're sitting there as a cloud architect or a CXO what's your advice to them right now in this market because honestly public check hybrid cloud they're working on that that gets on-premise is done now multi-class right behind it what's your advice the first thing they should do is really try to understand cloud networking for each of their cloud providers and then understand the limitation and is what their cloud service provider offers enough or you need to look to a third party but you don't look at a third party to start to it especially an incumbent one so it's tempting to say on and I have a bunch of f5 experts nothing against f5 I'm going to bring my five in the cloud when you can use a needle be that automatically understand ease ease and auto-scaling and so on and you understand that's much simpler but sometimes you need you have five because you have requirements you have like AI rules and that kind of stuff that you use for years you cannot do it's okay I have requirement and that net I'm going to use legacy stuff and then you have to start thinking okay what about visibility control about the tree cloud but before you do that you have to understand the limitation of the existing cloud providers so first try to be as native as possible until things don't work after that you can start taking multi-cloud great insight somewhat thank you for coming someone in charge with Gardner thanks for sharing thank you appreciate it [Applause] informatica is known as the leading enterprise cloud data management company we are known for being the top in our industry in at least five different products over the last few years especially we've been transforming into a cloud model which allows us to work better with the trends of our customers in order to see agile and effective in a business you need to make sure that your products and your offerings are just as relevant in all these different clouds than what you're used to and what you're comfortable with one of the most difficult challenges we've always had is that because we're a data company we're talking about data that a customer owns some of that data may be in the cloud some of that data may be on Prem some of them data may be actually in their data center in another region or even another country and having that data connect back to our systems that are located in the cloud has always been a challenge when we first started our engagement with aviatrix we only had one plan that was Amazon it wasn't till later that a jerk came up and all of a sudden we found hey the solution we already had in place for aviatrix already working in Amazon and now works in Missouri as well before we knew it GCP came up but it really wasn't a big deal for us because we already had the same solution in Amazon and integer now just working in GCP by having a multi cloud approach we have access to all three of them but more commonly it's not just one it's actually integrations between multiple we have some data and ensure that we want to integrate with Amazon we have some data in GCP that we want to bring over to a data Lake assure one of the nice things about aviatrix is that it gives a very simple interface that my staff can understand and use and manage literally hundreds of VPNs around the world and while talking to and working with our customers who are literally around the world now that we've been using aviatrix for a couple years we're actually finding that even problems that we didn't realize we had were actually solved even before we came across the problem and it just worked cloud companies as a whole are based on reputation we need to be able to protect our reputation and part of that reputation is being able to protect our customers and being able to protect more importantly our customers data aviatrix has been helpful for us in that we only have one system that can manage this whole huge system in a simple easy direct model aviatrix is directly responsible for helping us secure and manage our customers not only across the world but across multiple clouds users don't have to be VPN or networking experts in order to be able to use the system all the members on my team can manage it all the members regardless of their experience can do different levels of it one of the unexpected two advantages of aviatrix is that I don't have to sell it to my management the fact that we're not in the news at three o'clock in the morning or that we don't have to get calls in the middle of the night no news is good news especially in networking things that used to take weeks to build are done in hours I think the most important thing about a matrix is it provides me consistency aviatrix gives me a consistent model that I can use across multiple regions multiple clouds multiple customers okay welcome back to altitude 2020 for the folks on the livestream I'm John for Steve Mulaney with CEO of aviatrix for our first of two customer panels on cloud with cloud network architects we got Bobby Willoughby they gone Luis Castillo of National Instruments and David should Nick with fact set guys welcome to the stage for this digital event come on up [Music] hey good to see you thank you okay okay customer panelist is my favorite part we get to hear the real scoop we got the gardener giving us the industry overview certainly multi clouds very relevant and cloud native networking is the hot trend with the live stream out there and the digital event so guys let's get into it the journey is you guys are pioneering this journey of multi cloud and cloud native networking and it's soon gonna be a lot more coming so I want to get into the journey what's it been like is it real you got a lot of scar tissue and what are some of the learnings yeah absolutely so multi cloud is whether or not we we accepted as a network engineers is a is a reality like Steve said about two years ago companies really decided to to just to just bite the bullet and and and move there whether or not whether or not we we accept that fact we need to now create a consistent architecture across across multiple clouds and that that is challenging without orchestration layers as you start managing different different tool sets in different languages across different clouds so that's it's really important that to start thinking about that guys on the other panelists here there's different phases of this journey some come at it from a networking perspective some come in from a problem troubleshooting what's what's your experiences yeah so from a networking perspective it's been incredibly exciting it's kind of a once-in-a-generation 'el opportunity to look at how you're building out your network you can start to embrace things like infrastructure as code that maybe your peers on the systems teams have been doing for years but it just never really worked on pram so it's really it's really exciting to look at all the opportunities that we have and then all the interesting challenges that come up that you that you get to tackle an effect said you guys are mostly AWS right yep right now though we are looking at multiple clouds we have production workloads running in multiple clouds today but a lot of the initial work has been with Amazon and you've seen it from a networking perspective that's where you guys are coming at it from yep yeah we evolved more from a customer requirement perspective started out primarily as AWS but as the customer needed more resources to measure like HPC you know as your ad things like that even recently Google at Google Analytics our journey has evolved into mortal multi-cloud environment Steve weigh in on the architecture because this has been the big conversation I want you to lead this second yeah so I mean I think you guys agree the journey you know it seems like the journey started a couple years ago got real serious the need for multi-cloud whether you're there today of course it's gonna be there in the future so that's really important I think the next thing is just architecture I'd love to hear what you you know had some comments about architecture matters it all starts I mean every Enterprise that I talk to maybe talk about architecture and the importance of architecture maybe Bobby it's a particular perspective we sorted a journey five years ago Wow okay and we're just now starting our fourth evolution of our network architect and we'll call it networking security net sec yep adverse adjusters network and that fourth generation or architectures be based primarily upon Palo Alto Networks an aviatrix a matrix doing the orchestration piece of it but that journey came because of the need for simplicity okay I need for multi-cloud orchestration without us having to go and do reprogramming efforts across every cloud as it comes along right I guess the other question I also had around architectures also Louis maybe just talk about I know we've talked a little bit about you know scripting right and some of your thoughts on that yeah absolutely so so for us we started we started creating the network constructs with cloud formation and we've we've stuck with that for the most part what's interesting about that is today on premise we have a lot of a lot of automation around around how we provision networks but cloud formation has become a little bit like the new manual for us so we're now having issues with having to to automate that component and making it consistent with our on-premise architecture making it consistent with Azure architecture and Google cloud so it's really interesting to see to see companies now bring that layer of abstraction that SD when brought to the to the wine side now it's going up into into the into the cloud networking architecture so on the fourth generation of you mentioned you're in the fourth gen architecture what do you guys what have you learned is there any lessons scar tissue what to avoid what worked what was some of the there was a path that's probably the biggest list and there is when you think you finally figured it out you have it right Amazon will change something as you change something you know transit gateways a game changer so in listening to the business requirements is probably the biggest thing we need to do up front but I think from a simplicity perspective like I said we don't want to do things four times we want to do things one time we won't be able to write to an API which aviatrix has and have them do the orchestration for us so that we don't have to do it four times how important is architecture in the progression is it you guys get thrown in the deep end to solve these problems or you guys zooming out and looking at it it's a I mean how are you guys looking at the architecture I mean you can't get off the ground if you don't have the network there so all of those there we've gone through similar evolutions we're on our fourth or fifth evolution I think about what we started off with Amazon without a direct connect gate without a transit Gateway without a lot of the things that are available today kind of the 80/20 that Steve was talking about just because it wasn't there doesn't mean we didn't need it so we needed to figure out a way to do it we couldn't say oh you need to come back to the network team in a year and maybe Amazon will have a solution for it right you need to do it now and in evolve later and maybe optimize or change the way you're doing things in the future but don't sit around and wait you can I'd love to have you guys each individually answer this question for the live stream because it comes up a lot a lot of cloud architects out in the community what should they be thinking about the folks that are coming into this proactively and/or realizing the business benefits are there what advice would you guys give them an architecture what should be they be thinking about and what are some guiding principles you could share so I would start with looking at an architecture model that that can that can spread and and give consistency they're different to different cloud vendors that you will absolutely have to support cloud vendors tend to want to pull you into using their native toolset and that's good if only it was realistic to talk about only one cloud but because it doesn't it's it's it's super important to talk about and have a conversation with the business and with your technology teams about a consistent model so that's the David yeah talking as earlier about day two operations so how do I design how do I do my day one work so that I'm not you know spending eighty percent of my time troubleshooting or managing my network because I'm doing that then I'm missing out on ways that I can make improvements or embrace new technologies so it's really important early on to figure out how do I make this as low maintenance as possible so that I can focus on the things that the team really should be focusing on Bobby your advice the architect I don't know what else I can do that simplicity of operations is key alright so the holistic view of day to operation you mentioned let's can jump in day one is your your your getting stuff set up day two is your life after all right this is kinda what you're getting at David so what does that look like what are you envisioning as you look at that 20 mile stair out post multi-cloud world what are some of the things that you want in a day to operations yeah infrastructure is code is really important to us so how do we how do we design it so that we can fit start making network changes and fitting them into like a release pipeline and start looking at it like that rather than somebody logging into a router CLI and troubleshooting things on in an ad hoc nature so moving more towards the DevOps model is anything on that day - yeah I would love to add something so in terms of day 2 operations you can you can either sort of ignore the day 2 operations for a little while where you get well you get your feet wet or you can start approaching it from the beginning the fact is that the the cloud native tools don't have a lot of maturity in that space and when you run into an issue you're gonna end up having a bad day going through millions and millions of logs just to try to understand what's going on so that's something that that the industry just now is beginning to realize it's it's such a such a big gap I think that's key because for us we're moving to more of an event-driven or operations in the past monitoring got the job done it's impossible to modern monitor something there's nothing there when the event happens all right so the event-driven application and then detect is important yeah I think garden was all about the cloud native wave coming into networking that's gonna be a serious thing I want to get you guys perspectives I know you have different views of how you come into the journey and how you're executing and I always say the beauties in the eye of the beholder and that kind of applies how the networks laid out so Bobby you guys do a lot of high-performance encryption both on AWS and Azure that's kind of a unique thing for you how are you seeing that impact with multi cloud yeah and that's a new requirement for us to where we we have an intern crypt and they they ever get the question should I encryption and I'll encrypt the answer is always yes you should encrypt when you can encrypt for our perspective we we need to migrate a bunch of data from our data centers we have some huge data centers and then getting that data to the cloud is the timely experiencing some cases so we have been mandated that we have to encrypt everything leaving the data center so we're looking at using the aviatrix insane mode appliances to be able to encrypt you know 10 20 gigabits of data as it moves to the cloud itself David you're using terraform you got fire Ned you've got a lot of complexity in your network what do you guys look at the future for yours environment yeah so something exciting that or yeah now is fire net so for our security team they obviously have a lot of a lot of knowledge base around Palo Alto and with our commitments to our clients you know it's it's it's not very easy to shift your security model to a specific cloud vendor right so there's a lot of stuck to compliance of things like that where being able to take some of what you've you know you've worked on for years on Bram and put it in the cloud and have the same type of assurance that things are gonna work and be secure in the same way that they are on prem helps make that journey into the cloud a lot easier and Louis you guys got scripting and get a lot of things going on what's your what's your unique angle on this yeah no absolutely so full disclosure I'm not a not not an aviatrix customer yet it's ok we want to hear the truth that's good Ellis what are you thinking about what's on your mind no really when you when you talk about implementing the tool like this it's really just really important to talk about automation and focus on on value so when you talk about things like and things like so yeah encrypting tunnels and encrypting the paths and those things are it should it should should be second nature really when you when you look at building those backends and managing them with your team it becomes really painful so tools like aviatrix that that add a lot of automation it's out of out of sight out of mind you can focus on the value and you don't have to focus on so I gotta ask you guys I see AV traces here they're they're a supplier to the sector but you guys are customers everyone's pitching you stuff people are not gonna buy my stuff how do you guys have that conversation with the suppliers like the cloud vendors and other folks what's the what's it like where API all the way you got to support this what are some of the what are some of your requirements how do you talk to and evaluate people that walk in and want to knock on your door and pitch you something what's the conversation like um it's definitely it's definitely API driven we we definitely look at the at that the API structure of the vendors provide before we select anything that that is always first in mind and also what a problem are we really trying to solve usually people try to sell or try to give us something that isn't really valuable like implementing a solution on the on the on the cloud isn't really it doesn't really add a lot of value that's where we go David what's your conversation like with suppliers you have a certain new way to do things as as becomes more agile and essentially the networking become more dynamic what are some of the conversation is with the either incumbents or new new vendors that you're having what it what do you require yeah so ease of use is definitely definitely high up there we've had some vendors come in and say you know hey you know when you go to set this up we're gonna want to send somebody on site and they're gonna sit with you for your day to configure it and that's kind of a red flag what wait a minute you know do we really if one of my really talented engineers can't figure it out on his own what's going on there and why is that so you know having having some ease-of-use and the team being comfortable with it and understanding it is really important Bobby how about you I mean the old days was do a bake-off and you know the winner takes all I mean is it like that anymore what's the Volvic bake-off last year first you win so but that's different now because now when you you get the product you can install the product in AWS energy or have it up and running a matter of minutes and so the key is is they can you be operational you know within hours or days instead of weeks but but do we also have the flexibility to customize it to meet your needs could you want to be you won't be put into a box with the other customers we have needs that surpass their cut their needs yeah I almost see the challenge that you guys are living where you've got the cloud immediate value to make an roll-up any solutions but then you have might have other needs so you've got to be careful not to buy into stuff that's not shipping so you're trying to be proactive at the same time deal with what you got I mean how do you guys see that evolving because multi-cloud to me is definitely relevant but it's not yet clear how to implement across how do you guys look at this baked versus you know future solutions coming how do you balance that so again so right now we we're we're taking the the ad hoc approach and and experimenting with the different concepts of cloud and really leveraging the the native constructs of each cloud but but there's a there's a breaking point for sure you don't you don't get to scale this I like like Simone said and you have to focus on being able to deliver a developer they're their sandbox or their play area for the for the things that they're trying to build quickly and the only way to do that is with the with with some sort of consistent orchestration layer that allows you to so you've got a lot more stuff to be coming pretty quickly IDEs area I do expect things to start to start maturing quite quite quickly this year and you guys see similar trend new stuff coming fast yeah part of the biggest challenge we've got now is being able to segment within the network being able to provide segmentation between production on production workloads even businesses because we support many businesses worldwide and and isolation between those is a key criteria there so the ability to identify and quickly isolate those workloads is key so the CIOs that are watching or that are saying hey take that he'll do multi cloud and then you know the bottoms up organization think pause you're kind of like off a little bit it's not how it works I mean what is the reality in terms of implementing you know and as fast as possible because the business benefits are clear but it's not always clear in the technology how to move that fast yeah what are some of the barriers one of the blockers what are the enabler I think the reality is is that you may not think you're multi-cloud but your business is right so I think the biggest barriers there is understanding what the requirements are and how best to meet those requirements in a secure manner because you need to make sure that things are working from a latency perspective that things work the way they did and get out of the mind shift that you know it was a cheery application in the data center it doesn't have to be a Tier three application in the cloud so lift and shift is is not the way to go scale is a big part of what I see is the competitive advantage to allow these clouds and used to be proprietary network stacks in the old days and then open systems came that was a good thing but as clouds become bigger there's kind of an inherent lock in there with the scale how do you guys keep the choice open how're you guys thinking about interoperability what are some of the conversations and you guys are having around those key concepts well when we look at when we look at the moment from a networking perspective it it's really key for you to just enable enable all the all the clouds to be to be able to communicate between them developers will will find a way to use the cloud that best suits their their business team and and like like you said it's whether whether you're in denial or not of the multi cloud fact that your company is in already that's it becomes really important for you to move quickly yeah and a lot of it also hinges on how well is the provider embracing what that specific cloud is doing so are they are they swimming with Amazon or sure and just helping facilitate things they're doing the you know the heavy lifting API work for you or they swimming upstream and they're trying to hack it all together in a messy way and so that helps you you know stay out of the lock-in because they're you know if they're doing if they're using Amazon native tools to help you get where you need to be it's not like Amazon's gonna release something in the future that completely you know makes you have designed yourself into a corner so the closer they're more cloud native they are the more the easier it is to to deploy but you also need to be aligned in such a way that you can take advantage of those cloud native technologies will it make sense tgw is a game-changer in terms of cost and performance right so to completely ignore that would be wrong but you know if you needed to have encryption you know teach Adobe's not encrypted so you need to have some type of a gateway to do the VPN encryption you know so the aviatrix tool give you the beauty of both worlds you can use tgw with a gateway Wow real quick in the last minute we have I want to just get a quick feedback from you guys I hear a lot of people say to me hey the I picked the best cloud for the workload you got and then figure out multi cloud behind the scenes so that seems to be do you guys agree with that I mean is it do I go Mull one cloud across the whole company or this workload works great on AWS that work was great on this from a cloud standpoint do you agree with that premise and then wit is multi clouds did you mall together yeah from from an application perspective it it can be per workload but it can also be an economical decision certain enterprise contracts will will pull you in one direction that add value but the the network problem is still the same doesn't go away yeah yeah I mean you don't want to be trying to fit a square into a round hall right so if it works better on that cloud provider then it's our job to make sure that that service is there and people can use it agree you just need to stay ahead of the game make sure that the network infrastructure is there secure is available and is multi cloud capable yeah I'm at the end of the day you guys just validating that it's the networking game now how cloud storage compute check networking is where the action is awesome thanks for your insights guys appreciate you coming on the panel appreciate thanks thank you [Applause] [Music] [Applause] okay welcome back on the live feed I'm John fritz T Blaney my co-host with aviatrix I'm with the cube for the special digital event our next customer panel got great another set of cloud network architects Justin Smith was aura Justin broadly with Ellie Mae and Amit Oh tree job with Cooper welcome to stage [Applause] all right thank you thank you oK you've got all the cliff notes from the last session welcome rinse and repeat yeah yeah we're going to go under the hood a little bit I think they nailed the what we've been reporting and we've been having this conversation around networking is where the action is because that's the end of the day you got a move a pack from A to B and you get workloads exchanging data so it's really killer so let's get started Amit what are you seeing as the journey of multi cloud as you go under the hood and say okay I got to implement this I have to engineer the network make it enabling make it programmable make it interoperable across clouds I mean that's like I mean almost sounds impossible to me what's your take yeah I mean it's it seems impossible but if you are running an organization which is running infrastructure as a cordon all right it is easily doable like you can use tools out there that's available today you can use third-party products that can do a better job but but put your architecture first don't wait architecture may not be perfect put the best architecture that's available today and be agile to ET rate and make improvements over the time we got to Justin's over here so I have to be careful when I point a question adjusting they both have to answer okay journeys what's the journey been like I mean is there phases we heard that from Gardner people come into multi cloud and cloud native networking from different perspectives what's your take on the journey Justin yeah I mean from Mars like - we started out very much focused on one cloud and as we started doing errands we started doing new products the market the need for multi cloud comes very apparent very quickly for us and so you know having an architecture that we can plug in play into and be able to add and change things as it changes is super important for what we're doing in the space just in your journey yes for us we were very ad hoc oriented and the idea is that we were reinventing all the time trying to move into these new things and coming up with great new ideas and so rather than it being some iterative approach with our deployments that became a number of different deployments and so we shifted that tour and the network has been a real enabler of this is that it there's one network and it touches whatever cloud we want it to touch and it touches the data centers that we need it to touch and it touches the customers that we need it to touch our job is to make sure that the services that are of and one of those locations are available in all of the locations so the idea is not that we need to come up with this new solution every time it's that we're just iterating on what we've already decided to do before we get the architecture section I want to ask you guys a question I'm a big fan of you know let the app developers have infrastructure as code so check but having the right cloud run that workload I'm a big fan of that if it works great but we just heard from the other panel you can't change the network so I want to get your thoughts what is cloud native networking and is that the engine really that's the enabler for this multi cloud trend but you guys taken we'll start with Amit what do you think about that yeah so you are gonna have workloads running in different clouds and the workloads would have affinity to one cloud over other but how you expose that it's matter of how you are going to build your networks how we are going to run security how we are going to do egress ingress out of it so it's the big problem how do you split says what's the solution what's the end the key pain points and problem statement I mean the key pain point for most companies is how do you take your traditional on-premise network and then blow that out to the cloud in a way that makes sense you know IP conflicts you have IP space you pub public eye peas and premise as well as in the cloud and how do you kind of make them a sense of all of that and I think that's where tools like aviatrix make a lot of sense in that space from our site it's it's really simple it's latency and bandwidth and availability these don't change whether we're talking about cloud or data center or even corporate IT networking so our job when when these all of these things are simplified into like s3 for instance and our developers want to use those we have to be able to deliver that and for a particular group or another group that wants to use just just GCP resources these aren't we have to support these requirements and these wants as opposed to saying hey that's not a good idea now our job is to enable them not to disable them do you think you guys think infrastructure as code which I love that I think it's that's the future it is we saw that with DevOps but I just start getting the networking is it getting down to the network portion where it's network as code because storage and compute working really well is seeing all kubernetes on ServiceMaster and network is code reality is it there is it still got work to do it's absolutely there I mean you mentioned net DevOps and it's it's very real I mean in Cooper we build our networks through terraform and on not only just out of fun build an API so that we can consistently build V nets and VPC all across in the same way we get to do it yeah and even security groups and then on top and aviatrix comes in we can peer the networks bridge bridge all the different regions through code same with you guys but yeah about this everything we deploy is done with automation and then we also run things like lambda on top to make changes in real time we don't make manual changes on our network in the data center funny enough it's still manual but the cloud has enabled us to move into this automation mindset and and all my guys that's what they focus on is bringing what now what they're doing in the cloud into the data center which is kind of opposite of what it should be that's full or what it used to be it's full DevOps then yes yeah I mean for us it was similar on premise still somewhat very manual although we're moving more Norton ninja and terraform concepts but everything in the production environment is colored confirmation terraform code and now coming into the datacenter same I just wanted to jump in on a Justin Smith one of the comment that you made because it's something that we always talk about a lot is that the center of gravity of architecture used to be an on-prem and now it's shifted in the cloud and once you have your strategic architecture what you--what do you do you push that everywhere so what you used to see at the beginning of cloud was pushing the architecture on prem into cloud now i want to pick up on what you said to you others agree that the center of architect of gravity is here i'm now pushing what i do in the cloud back into on Prem and wait and then so first that and then also in the journey where are you at from zero to a hundred of actually in the journey to cloud do you 50% there are you 10% yes I mean are you evacuating data centers next year I mean were you guys at yeah so there's there's two types of gravity that you typically are dealing with no migration first is data gravity and your data set and where that data lives and then the second is the network platform that interrupts all that together right in our case the data gravity sold mostly on Prem but our network is now extend out to the app tier that's going to be in cloud right eventually that data gravity will also move to cloud as we start getting more sophisticated but you know in our journey we're about halfway there about halfway through the process we're taking a handle of you know lift and shift and when did that start and we started about three years ago okay okay go by it's a very different story it started from a garage and one hundred percent on the clock it's a business spend management platform as a software-as-a-service one hundred percent on the cloud it was like ten years ago right yes yeah you guys are riding the wave love that architecture Justin I want to ask you Sora you guys mentioned DevOps I mean obviously we saw the huge observability wave which is essentially network management for the cloud in my opinion right yeah it's more dynamic but this is about visibility we heard from the last panel you don't know what's being turned on or turned off from a services standpoint at any given time how is all this playing out when you start getting into the DevOps down well this layer this is the big challenge for all of us as visibility when you talk transport within a cloud you know we very interestingly we have moved from having a backbone that we bought that we owned that would be data center connectivity we now I work for soar as a subscription billing company so we want to support the subscription mindset so rather than going and buying circuits and having to wait three months to install and then coming up with some way to get things connected and resiliency and redundancy I my backbone is in the cloud I use the cloud providers interconnections between regions to transport data across and and so if you do that with their native solutions you you do lose visibility there there are areas in that that you don't get which is why controlling you know controllers and having some type of management plane is a requirement for us to do what we're supposed to do and provide consistency while doing it a great conversation I loved when you said earlier latency bandwidth availability with your sim pop3 things guys SLA I mean you just do ping times are between clouds it's like you don't know what you're getting for round-trip times this becomes a huge kind of risk management black hole whatever you want to call blind spot how are you guys looking at the interconnects between clouds because you know I can see that working from you know ground to cloud I'm per cloud but when you start doing with multi clouds workloads I mean s LA's will be all over the map won't they just inherently but how do you guys view that yeah I think we talked about workload and we know that the workloads are going to be different in different clouds but they are going to be calling each other so it's very important to have that visibility that you can see how data is flowing at what latency and whatever ability is our is there and our authority needs to operate on that so it's so you use the software dashboard look at the times and look at the latency in the old days strong so on open so on you try to figure it out and then your days you have to figure out just what she reinsert that because you're in the middle of it yeah I mean I think the the key thing there is that we have to plan for that failure we have to plan for that latency in our applications that start thinking start tracking in your SLI something you start planning for and you loosely couple these services and a much more micro services approach so you actually can handle that kind of failure or that type of unknown latency and unfortunately the cloud has made us much better at handling exceptions a much better way you guys are all great examples of cloud native from day one and you guys had when did you have the tipping point moment or the Epiphany of saying a multi clouds real I can't ignore it I got to factor it into all my design design principles and and everything you're doing what's it was there a moment was it was it from day one no there were two reasons one was the business so in business there was some affinity to not be in one cloud or to be in one cloud and that drove from the business side so as a cloud architect our responsibility was to support that business and other is the technology some things are really running better in like if you are running dot Network load or you are going to run machine learning or AI so that you have you would have that reference of one cloud over other so it was the bill that we got from AWS I mean that's that's what drives a lot of these conversations is the financial viability of what you're building on top of it which is so we this failure domain idea which is which is fairly interesting is how do I solve or guarantee against a failure domain you have methodologies with you know back-end direct connects or interconnect with GCP all of these ideas are something that you have to take into account but that transport layer should not matter to whoever we're building this for our job is to deliver the frames in the packets what that flows across how you get there we want to make that seamless and so whether it's a public internet API call or it's a back-end connectivity through Direct Connect it doesn't matter it just has to meet a contract that you signed with your application folks yeah that's the availability piece just in your thoughts on anything any common uh so actually a multi clouds become something much more recent in the last six to eight months I'd say we always kind of had a very much an attitude of like moving to Amazon from our private cloud is hard enough why complicate it further but the realities of the business and as we start seeing you know improvements in Google and Asia and different technology spaces the need for multi cloud becomes much more important as well as our acquisition strategies I matured we're seeing that companies that used to be on premise that we typically acquire are now very much already on a cloud and if they're on a cloud I need to plug them into our ecosystem and so that's really change our multi cloud story in a big way I'd love to get your thoughts on the clouds versus the clouds because you know you compare them Amazon's got more features they're rich with features I see the bills are how could people using them but Google's got a great network Google's networks pretty damn good and then you got a sure what's the difference between the clouds who with they've evolved something whether they peak in certain areas better than others what what are the characteristics which makes one cloud better do they have a unique feature that makes as you're better than Google and vice versa what do you guys think about the different clouds yeah to my experience I think there is approaches different in many places Google has a different approach very DevOps friendly and you can run your workload like the your network and spend regions time I mean but our application ready to accept that MS one is evolving I mean I remember 10 years back Amazon's Network was a flat network we will be launching servers and 10.0.0.0 so the VP sees concept came out multi-account came out so they are evolving as you are at a late start but because they have a late start they saw the pattern and they they have some mature set up on the yeah I think they're all trying to say they're equal in their own ways I think they all have very specific design philosophies that allow them to be successful in different ways and you have to kind of keep that in mind as you architectural solution for example amazon has a very much a very regional affinity they don't like to go cross region in their architecture whereas Google is very much it's a global network we're gonna think about as a global solution I think Google also has advantages its third to market and so has seen what Asia did wrong it seemed with AWS did wrong and it's made those improvements and I think that's one of their big advantage at great scale to Justin thoughts on the cloud so yeah Amazon built from the system up and Google built from the network down so their ideas and approaches are from a global versus or regional I agree with you completely that that is the big number one thing but the if you look at it from the outset interestingly the inability or the ability for Amazon to limit layer 2 broadcasting and and what that really means from a VPC perspective changed all the routing protocols you can use all the things that we have built inside of a data center to provide resiliency and and and make things seamless to users all of that disappeared and so because we had to accept that at the VPC level now we have to accept it at the LAN level Google's done a better job of being able to overcome those things and provide those traditional Network facilities to us just great panel can go all day here's awesome so I heard we could we'll get to the cloud native naive questions so kind of think about what's not even what's cloud is that next but I got to ask you had a conversation with a friend he's like Wayne is the new land so if you think about what the land was at a datacenter when is the new link you could talking about the cloud impact so that means st when the old st way is kind of changing into the new land how do you guys look at that because if you think about it what lands were for inside a premises was all about networking high-speed but now when you take the win and make it essentially a land do you agree with that and how do you view this trend and is it good or bad or is it ugly and what's what you guys take on this yeah I think it's a it's a thing that you have to work with your application architect so if you are managing networks and if you are a sorry engineer you need to work with them to expose the unreliability that would bring in so the application has to hand a lot of this the difference in the latencies and and the reliability has to be worked through the application there Lanois same concept is that BS I think we've been talking about for a long time the erosion of the edge and so is this is just a continuation of that journey we've been on for the last several years as we get more and more cloud native and we start about API is the ability to lock my data in place and not be able to access it really goes away and so I think this is just continuation that thing I think it has challenges we start talking about weighing scale versus land scale the tooling doesn't work the same the scale of that tooling is much larger and the need to automation is much much higher in a way and than it was in a land that's where is what you're seeing so much infrastructure as code yeah yes so for me I'll go back again to this its bandwidth and its latency right that bet define those two land versus win but the other thing that's comes up more and more with cloud deployments is where is our security boundary and where can I extend this secure aware appliance or set of rules to to protect what's inside of it so for us we're able to deliver vr af-s or route forwarding tables for different segments wherever we're at in the world and so they're they're trusted to talk to each other but if they're gonna go to someplace that's outside of their their network then they have to cross a security boundary and where we enforce policy very heavily so for me there's it's not just land when it's it's how does environment get to environment more importantly that's a great point and security we haven't talked to yet but that's got to be baked in from the beginning this architecture thoughts on security are you guys are dealing with it yeah start from the base have apt to have security built in have TLS have encryption on the data I transit data at rest but as you bring the application to the cloud and they are going to go multi-cloud talking to over the Internet in some places well have apt web security I mean I mean our principles day Security's day zero every day and so we we always build it into our design build into our architecture into our applications it's encrypt everything it's TLS everywhere it's make sure that that data is secured at all times yeah one of the cool trends at RSA just as a side note was the data in use encryption piece which is a homomorphic stuff is interesting all right guys final question you know we heard on the earlier panel was also trending at reinvent we take the tea out of cloud native it spells cloud naive okay they got shirts now aviatrix kind of got this trend going what does that mean to be naive so if you're to your peers out there watching a live stream and also the suppliers that are trying to supply you guys with technology and services what's naive look like and what's native look like when is someone naive about implementing all this stuff so for me it's because we are in hundred-percent cloud for us it's main thing is ready for the change and you will you will find new building blocks coming in and the network design will evolve and change so don't be naive and think that it's static you wall with the change I think the big naivety that people have is that well I've been doing it this way for 20 years and been successful it's going to be successful in cloud the reality is that's not the case you have to think some of the stuff a little bit differently and you need to think about it early enough so that you can become cloud native and really enable your business on cloud yeah for me it's it's being open minded right the the our industry the network industry as a whole has been very much I am smarter than everybody else and we're gonna tell everybody how it's going to be done and we had we fell into a lull when it came to producing infrastructure and and and so embracing this idea that we can deploy a new solution or a new environment in minutes as opposed to hours or weeks or four months in some cases is really important and and so you know it's are you being closed-minded native being open minded exactly and and it took a for me it was that was a transformative kind of where I was looking to solve problems in a cloud way as opposed to looking to solve problems in this traditional old-school way all right I know we're out of time but I ask one more question so you guys so good it could be a quick answer what's the BS language when you the BS meter goes off when people talk to you about solutions what's the kind of jargon that you hear that's the BS meter going off what are people talking about that in your opinion you here you go that's total BS but what triggers use it so that I have two lines out of movies that are really I can if I say them without actually thinking them it's like 1.21 jigowatts are you out of your mind from Back to the Future right somebody's getting a bang and then and then Martin Mull and and Michael Keaton and mr. mom when he goes to 22 21 whatever it takes yeah those two right there if those go off in my mind somebody's talking to me I know they're full of baloney so a lot of speech would be a lot of speeds and feeds a lot of data did it instead of talking about what you're actually doing and solutioning for you're talking about well I does this this this and any time I start seeing the cloud vendor start benchmarking against each other it's your workload is your workload you need to benchmark yourself don't don't listen to the marketing on that that's that's all what triggers you and the bsp I think if somebody explains you and not simple they cannot explain you in simplicity then that's good all right guys thanks for the great insight great time how about a round of applause DX easy solutions integrating company than we service customers from all industry verticals and we're helping them to move to the digital world so as a solutions integrator we interface with many many customers that have many different types of needs and they're on their IT journey to modernize their applications into the cloud so we encounter many different scenarios many different reasons for those migrations all of them seeking to optimize their IT solutions to better enable their business we have our CPS organization it's cloud platform services we support AWS does your Google Alibaba corkle will help move those workloads to wherever it's most appropriate no one buys the house for the plumbing equally no one buys the solution for the networking but if the plumbing doesn't work no one likes the house and if this network doesn't work no one likes a solution so network is ubiquitous it is a key component of every solution we do the network connectivity is the lifeblood of any architecture without network connectivity nothing works properly planning and building a scalable robust network that's gonna be able to adapt with the application needs critical when encountering some network design and talking about speed the deployment aviatrix came up in discussion and we then further pursued an area DHT products have incorporated aviatrix is part of a new offering that we are in the process of developing that really enhances our ability to provide cloud connectivity for the Lyons cloud connectivity is a new line of networking services so we're getting into as our clients moving the hybrid cloud networking it is much different than our traditional based services and aviatrix provides a key component in that service before we found aviatrix we were using just native peering connections but there wasn't a way to visualize all those peering connections and with multiple accounts multiple contacts for security with a VA Church were able to visualize those different peering connections of security groups it helped a lot especially in areas of early deployment scenarios were quickly able to then take those deployment scenarios and turn them into scripts that we can then deploy repeatedly their solutions were designed to work with the cloud native capabilities first and where those cloud native capabilities fall short they then have solution sets that augment those capabilities I was pleasantly surprised number one with the aviatrix team as a whole and their level of engagement with us you know we weren't only buying the product we were buying a team that came on board to help us implement and solution that was really good to work together to learn both what aviatrix had to offer as well as enhancements that we had to bring that aviatrix was able to put into their product and meet our needs even better aviatrix was a joy to find because they really provided us the technology that we needed in order to provide multi cloud connectivity that really added to the functionality that you can't get from the basically providing services we're taking our customers on a journey to simplify and optimize their IT maybe Atrix certainly has made my job much easier okay welcome back to altitude 2020 for the digital event for the live feed welcome back I'm John Ford with the cube with Steve Mulaney CEO aviatrix for the next panel from global system integrators the folks who are building and working with folks on their journey to multi cloud and cloud native networking we've got a great panel George Buckman with dxc and Derek Monahan with wwt welcome to the stage [Applause] [Music] okay you guys are the ones out there advising building and getting down and dirty with multi cloud and cloud native network and we just heard from the customer panel you can see the diversity of where people come in to the journey of cloud it kind of depends upon where you are but the trends are all clear cloud native networking DevOps up and down the stack this has been the main engine what's your guys take of the disk Jerry to multi cloud what do you guys seeing yeah it's it's critical I mean we're seeing all of our enterprise customers enter into this they've been through the migrations of the easy stuff you know now they're trying to optimize and get more improvement so now the tough stuffs coming on right and you know they need their data processing near where their data is so that's driving them to a multi cloud environment okay we heard some of the edge stuff I mean you guys are exactly you've seen this movie before but now it's a whole new ballgame what's your take yeah so I'll give you a hint so our practice it's not called the cloud practice it's the multi cloud practice and so if that gives you a hint of how we approach things it's very consultative and so when we look at what the trends are let's look a little year ago about a year ago we're having conversations with customers let's build a data center in the cloud let's put some VP C's let's throw some firewalls with some DNS and other infrastructure out there and let's hope it works this isn't a science project so what we're trying to see is customers are starting to have more of a vision and we're helping with that consultative nature but it's totally based on the business and you got to start understanding how the lines of business are using the and then we evolved into the next journey which is a foundational approach to what are some of the problem statement customers are solving when they come to you what are the top things that are on their my house or the ease of use of Julie all that stuff but what specifically they digging into yeah so complexity I think when you look at a multi cloud approach in my view is network requirements are complex you know I think they are but I think the approach can be let's simplify that so one thing that we try to do this is how we talk to customers is let's just like you simplify an aviatrix simplifies the automation orchestration of cloud networking we're trying to simplify the design the planning implementation of infrastructure across multiple workloads across multiple platforms and so the way we do it is we sit down we look at not just use cases and not just the questions in common we tis anticipate we actually build out based on the business and function requirements we build out a strategy and then create a set of documents and guess what we actually build in the lab and that lab that we platform we built proves out this reference architecture actually works absolutely we implement similar concepts I mean we they're proven practices they work great so well George you mentioned that the hard part's now upon us are you referring to networking what is specifically were you getting at Terrance's the easy parts done now so for the enterprises themselves migrating their more critical apps or more difficult apps into the environments you know they've just we've just scratched the surface I believe on what enterprises are doing to move into the cloud to optimize their environments to take advantage of the scale and speed to deployment and to be able to better enable their businesses so they're just now really starting the - so do you get you guys see what I talked about them in terms of their Cambrian explosion I mean you're both monster system integrators with you know top fortune enterprise customers you know really rely on you for for guidance and consulting and so forth and boy they're networks is that something that you you've seen I mean does that resonate did you notice a year and a half ago and all of a sudden the importance of cloud for enterprise shoot up yeah I mean we're seeing it not okay in our internal environment as you know we're a huge company or as customers so we're experiencing that internal okay and every one of our other customers so I have another question oh but I don't know the answer to this and the lawyer never asks a question that you don't know the answer to but I'm gonna ask it anyway DX c + w WT massive system integrators why aviatrix yep so great question Steve so I think the way we approach things I think we have a similar vision a similar strategy how you approach things how we approach things that world by technology number one we want to simplify the complexity and so that's your number one priorities let's take the networking let's simplify it and I think part of the other point I'm making is we have we see this automation piece as not just an afterthought anymore if you look at what customers care about visibility and automation is probably the top three maybe the third on the list and I think that's where we see the value and I think the partnership that we're building and what I would I get excited about is not just putting yours in our lab and showing customers how it works is Co developing a solution with you figuring out hey how can we make this better right visibility's a huge thing jump in security alone network everything's around visibility what automation do you see happening in terms of progression order of operations if you will it's a low-hanging fruit what are people working on now what are what are some of the aspirational goals around when you start thinking about multi cloud and automation yep so I wanted to get back to answer that question I want to answer your question you know what led us there and why aviatrix you know in working some large internal IT projects and and looking at how we were gonna integrate those solutions you know we like to build everything with recipes where network is probably playing catch-up in the DevOps world but with a DevOps mindset looking to speed to deploy support all those things so when you start building your recipes you take a little of this a little of that and you mix it all together well when you look around you say wow look there's this big bag of a VHS let me plop that in that solves a big part of my problems that I have to speed to integrate speed to deploy and the operational views that I need to run this so that was 11 years about reference architectures yeah absolutely so you know they came with a full slate of reference textures already the out there and ready to go that fit our needs so it's very very easy for us to integrate those into our recipes what do you guys think about all the multi vendor interoperability conversations that have been going on choice has been a big part of multi-cloud in terms of you know customers want choice they didn't you know they'll put a workload in the cloud that works but this notion of choice and interoperability is become a big conversation it is and I think our approach and that's why we talk to customers is let's let's speed and be risk of that decision making process and how do we do that because the interoperability is key you're not just putting it's not just a single vendor we're talking you know many many vendors I mean think about the average number of cloud application as a customer uses a business and enterprise business today you know it's it's above 30 it's it's skyrocketing and so what we do and we look at it from an interoperability approach is how do things interoperate we test it out we validate it we build a reference architecture it says these are the critical design elements now let's build one with aviatrix and show how this works with aviatrix and I think the the important part there though is the automation piece that we add to it in visibility so I think the visibility is what's what I see lacking across the industry today and the cloud needed that's been a big topic okay in terms of aviatrix as you guys see them coming in they're one of the ones that are emerging and the new brands emerging but multi-cloud you still got the old guard incumbents with huge footprints how our customers dealing with that that kind of component and dealing with both of them yeah I mean where we have customers that are ingrained with a particular vendor and you know we have partnerships with many vendors so our objective is to provide the solution that meets that client and you they all want multi vendor they all want interoperability correct all right so I got to ask you guys a question while we were defining day two operations what does that mean I mean you guys are looking at the big business and technical components of architecture what does day to Operations mean what's the definition of that yeah so I think from our perspective my experience we you know day to operations whether it's it's not just the you know the orchestration piece and setting up and let it a lot of automate and have some you know change control you're looking at this from a data perspective how do I support this ongoing and make it easy to make changes as we evolve the the the cloud is very dynamic the the nature of how the fast is expanding the number of features is astonish trying to keep up to date with a number of just networking capabilities and services that are added so I think day to operation starts with a fundable understanding of you know building out supporting a customer's environments and making it the automation piece easy from from you know a distance I think yeah and you know taking that to the next level of being able to enable customers to have catalog items that they can pick and choose hey I need this network connectivity from this cloud location back to this on pram and being able to have that automated and provisioned just simply by ordering it for the folks watching out there guys take a minute to explain as you guys are in the trenches doing a lot of good work what are some of the engagement that you guys get into how does that progress what is that what's what happens do they call you up and say hey I need some multi-cloud or you're already in there I mean take us through why how someone can engage to use a global si to come in and make this thing happen what's looks like typical engagement look like yeah so from our perspective we typically have a series of workshops in a methodology that we kind of go along the journey number one we have a foundational approach and I don't mean foundation meaning the network foundation that's a very critical element we got a factor in security we've got a factor in automation so we think about foundation we do a workshop that starts with education a lot of times we'll go in and we'll just educate the customer what is VP she's sharing you know what is a private Lincoln or how does that impact your business we have customers I want to share services out in an ecosystem with other customers and partners well there's many ways to accomplish that so our goal is to you know understand those requirements and then build that strategy with them thoughts Georgia yeah I mean I'm one of the guys that's down in the weeds making things happen so I'm not the guy on the front line interfacing with the customers every day but we have a similar approach you know we have a consulting practice that will go out and and apply their practices to see what those and when do you parachute in yeah and when I then is I'm on the back end working with our offering development leads for the networking so we understand or seeing what customers are asking for and we're on the back end developing the solutions that integrate with our own offerings as well as enable other customers to just deploy quickly to beep their connectivity needs it so the patterns are similar right final question for you guys I want to ask you to paint a picture of what success looks like and you know the name customers didn't forget in reveal kind of who they are but what does success look like in multi-cloud as you paint a picture for the folks here and watching on the live stream it's someone says hey I want to be multi-cloud I got to have my operations agile I want full DevOps I want programmability security built in from day zero what does success look like yeah I think success looks like this so when you're building out a network the network is a harder thing to change than some other aspects of cloud so what we think is even if you're thinking about that second cloud which we have most of our customers are on to public clouds today they might be dabbling in that as you build that network foundation that architecture that takes in consideration where you're going and so once we start building that reference architecture out that shows this is how to sit from a multi cloud perspective not a single cloud and let's not forget our branches let's not forget our data centers let's not forget how all this connects together because that's how we define multi-cloud it's not just in the cloud it's on Prem and it's off from and so collectively I think the key is also is that we provide them an hld you got to start with a high level design that can be tweaked as you go through the journey but you got to give a solid structural foundation and that that networking which we think most customers think as not not the network engineers but as an afterthought we want to make that the most critical element before you start the journey Jorge from your seed how do you success look for you so you know it starts out on these journeys often start out people not even thinking about what is gonna happen what what their network needs are when they start their migration journey to the cloud so I want this success to me looks like them being able to end up not worrying about what's happening in the network when they move to the cloud good point guys great insight thanks for coming on share and pen I've got a round of applause the global system integrators Hey [Applause] [Music] okay welcome back from the live feed I'm chef for with the cube Steve Eleni CEO of aviatrix my co-host our next panel is the aviatrix certified engineers also known as aces this is the folks that are certified their engineering they're building these new solutions please welcome Toby Foster min from Attica Stacy linear from Teradata and Jennifer Reid with Victor Davis to the stage I was just gonna I was just gonna rip you guys see where's your jackets and Jen's got the jacket on okay good love the aviatrix aces pile of gear they're above the clouds towards a new heights that's right so guys aviatrix aces love the name I think it's great certified this is all about getting things engineered so there's a level of certification I want to get into that but first take us through the day in the life of an ace and just to point out Stacey's a squad leader so he's like a Squadron Leader Roger and leader yeah Squadron Leader so he's got a bunch of aces underneath him but share your perspective day-in-the-life Jennifer will start with you sure so I have actually a whole team that works for me both in the in the North America both in the US and in Mexico and so I'm eagerly working to get them certified as well so I can become a squad leader myself but it's important because one of the the critical gaps that we've found is people having the networking background because they're you graduate from college and you have a lot of computer science background you can program you've got Python but now working in packets they just don't get and so just taking them through all the processes that it's really necessary to understand when you're troubleshooting is really critical mm-hmm and because you're gonna get an issue where you need to figure out where exactly is that happening on the network you know is my my issue just in the VP C's and on the instance side is a security group or is it going on print and this is something actually embedded within Amazon itself I mean I should troubleshot an issue for about six months going back and forth with Amazon and it was the vgw VPN because they were auto-scaling on two sides and we ended up having to pull out the Cisco's and put in aviatrix so I could just say okay it's fixed and I actually actually helped the application teams get to that and get it solved yeah but I'm taking a lot of junior people and getting them through that certification process so they can understand and see the network the way I see the network I mean look I've been doing this for 25 years when I got out when I went in the Marine Corps that's what I did and coming out the network is still the network but people don't get the same training they get they got in the 90s it's just so easy just write some software they work takes care of itself yes he'll be we'll come back to that I want to come back to that problem solve with Amazon but Toby I think the only thing I have to add to that is that it's always the network fault as long as I've been in network have always been the network's fault sure and I'm even to this day you know it's still the network's fault and part of being a network guy is that you need to prove when it is and when it's not your fault and that means you need to know a little bit about a hundred different things to make that and now you've got a full stack DevOps you got to know a lot more times another hundred and these times are changing they see your squadron leader I get that right what is what is a squadron leader first can you describe what it is I think it probably just leading all the network components of it but are they from my perspective when to think about what you asked them was it's about no issues and no escalation soft my day is like that's a good outcome that's a good day it's a good day Jennifer you mentioned the Amazon thing this brings up a good point you know when you have these new waves come in you have a lot of new things newly use cases a lot of the finger-pointing it's that guys problem that girls problem so what is how do you solve that and how do you get the young guns up to speed is there training is that this is where the certification comes in those where the certification is really going to come in I know when we we got together at reinvent one of the the questions that that we had with Stephen the team was what what should our certification look like you know she would just be teaching about what aviatrix troubleshooting brings to bear but what should that be like and I think Toby and I were like no no no that's going a little too high we need to get really low because the the better someone can get at actually understanding what actually happening in the network and and where to actually troubleshoot the problem how to step back each of those processes because without that it's just a big black box and they don't know you know because everything is abstracted in Amazon Internet and Azure and Google is substracted and they have these virtual gateways they have VPNs that you just don't have the logs on it's you just don't know and so then what tools can you put in front of them of where they can look because there are full logs well as long as they turned on the flow logs when they built it you know and there's like each one of those little things that well if they'd had decided to do that when they built it it's there but if you can come in later to really supplement that with training to actual troubleshoot and do a packet capture here as it's going through then teaching them how to read that even yeah Toby we were talking before he came on up on stage about your career you've been networking all your time and then you know you're now mentoring a lot of younger people how is that going because the people who come in fresh they don't have all the old war stories they don't know you talk about you know that's dimmer fault I walk in Mayr feet in the snow when I was your age I mean it's so easy now right they say what's your take on how you train the young P so I've noticed two things one is that they are up to speed a lot faster in generalities of networking they can tell you what a network is in high school level now where I didn't learn that too midway through my career and they're learning it faster but they don't necessarily understand why it's that way or you know everybody thinks that it's always slash 24 for a subnet and they don't understand why you can break it down smaller why it's really necessary so the the ramp up speed is much faster for these guys that are coming in but they don't understand why and they need some of that background knowledge to see where it's coming from and why is it important and that's old guys that's where we thrive Jennifer you mentioned you you got in from the Marines health spa when you got into networking how what was it like then and compare it now most like we've heard earlier static versus dynamic don't be static cuz back then you just said the network you got a perimeter yeah no there was no such thing ya know so back in the day I mean I mean we had banyan vines for email and you know we had token ring and I had to set up token ring networks and figure out why that didn't work because how many of things were actually sharing it but then actually just cutting fiber and running fiber cables and dropping them over you know shelters to plug them in and oh crap they swung it too hard and shattered it now I gotta be great polished this thing and actually shoot like to see if it works I mean that was the network current five cat 5 cables to run an Ethernet you know and then from that just said network switches dumb switches like those were the most common ones you had then actually configuring routers and you know logging into a Cisco router and actually knowing how to configure that and it was funny because I had gone all the way up and was a software product manager for a while so I've gone all the way up the stack and then two and a half three years ago I came across to to work with entity group that became Victor Davis but we went to help one of our customers Avis and it was like okay so we need to fix the network okay I haven't done this in 20 years but all right let's get to it you know because it really fundamentally does not change it's still the network I mean I've had people tell me well you know when we go to containers we will not have to worry about the network and I'm like yeah you don't I do and then with this within the program abilities it really interesting so I think this brings up the certification what are some of the new things that people should be aware of that come in with the aviatrix ace certification what are some of the highlights can you guys share some of the some of the highlights around the certifications I think some of the importance is that it's it doesn't need to be vendor specific for network generality or basic networking knowledge and instead of learning how Cisco does something or how Palo Alto does something we need to understand how and why it works as a basic model and then understand how each vendor has gone about that problem and solved it in a general that's true in multi cloud as well you can't learn how cloud networking works without understanding how AWS integer and GCP are all slightly the same but slightly different and some things work and some things don't I think that's probably the number one take I think having a certification across clouds is really valuable because we heard the global si you help the business issues what does it mean to do that is it code is that networking is it configuration is that aviatrix what is the amine oxy aviatrix is a certification but what is it about the multi cloud that makes it multi networking and multi vendor and easy answer is yes so you got to be a general let's go to your hands and all you have to be it takes experience because it's every every cloud vendor has their own certification whether that's hops and [Music] advanced networking and advanced security or whatever it might be yeah they can take the test but they have no idea how to figure out what's wrong with that system and the same thing with any certification but it's really getting your hands in there and actually having to troubleshoot the problems you know actually work the problem you know and calm down it's going to be okay I mean because I don't know how many calls I've been on or even had aviatrix join me on it's like okay so everyone calm down let's figure out what's happening it's like we've looked at that screen three times looking at it again it's not going to solve that problem right but at the same time you know remaining calm but knowing that it really is I'm getting a packet from here to go over here it's not working so what could be the problem you know and actually stepping them through those scenarios but that's like you only get that by having to do it you know and seeing it and going through it and then I have a question so we you know I just see it we started this program maybe six months ago we're seeing a huge amount of interest I mean we're oversubscribed on all the training sessions we've got people flying from around the country even with coronavirus flying to go to Seattle to go to these events were oversubscribed a good is that watching leader would put there yeah something that you see in your organizations are you recommending that to people do you see I mean I'm just I would guess I'm surprised I'm not surprised but I'm really surprised by the demand if you would of this multi-cloud network certification because it really isn't anything like that is that something you guys can comment on or do you see the same things in your organization's I say from my side because we operate in the multi cloud environment so it really helps an official for us I think I would add that networking guys have always needed to use certifications to prove that they know what they know it's not good enough to say yeah I know IP addresses or I know how a network works and a couple little check marks or a little letters buying helps give you validity so even in our team we can say hey you know we're using these certifications to know that you know enough of the basics enough of the understandings that you have the tools necessary right so okay I guess my final question for you guys is why an eighth certification is relevant and then second part is share what the livestream folks who aren't yet a certified or might want to jump in to be AVH or certified engineers why is it important so why is it relevant and why shouldn't someone want to be an ace-certified I'm used to right engineer I think my views a little different I think certification comes from proving that you have the knowledge not proving that you get a certification to get no I mean they're backwards so when you've got the training and the understanding and the you use that to prove and you can like grow your certification list with it versus studying for a test to get a certification and have no understanding it okay so that who is the right person that look at this is saying I'm qualified is it a network engineer is it a DevOps person what's your view you know is it a certain you know I think cloud is really the answer it's the as we talked like the edge is getting eroded so is the network definition getting eroded we're getting more and more of some network some DevOps some security lots and lots of security because network is so involved in so many of them that's just the next progression I don't say I expend that to more automation engineers because we have those nails probably well I think that the training classes themselves are helpful especially the entry-level ones for people who may be quote-unquote cloud architects but I've never done anything and networking for them to understand why we need those things to really work whether or not they go through to eventually get a certification is something different but I really think fundamentally understanding how these things work it makes them a better architect makes some better application developer but even more so as you deploy more of your applications into the cloud really getting an understanding even from our people who've tradition down on prime networking they can understand how that's going to work in the cloud too well I know we got just under 30 seconds left but I want to get one more question than just one more for the folks watching that are you may be younger that don't have that networking training from your experiences each of you can answer why is it should they know about networking what's the benefit what's in it for them motivate them share some insights and why they should go a little bit deeper in networking Stacey we'll start with you we'll go down let's say it's probably fundamental right if you want to deliver solutions no we're going use the very top I would say if you fundamental of an operating system running on a machine how those machines talk together as a fundamental change is something that starts from the base and work your way up right well I think it's a challenge because you've come from top-down now you're gonna start looking from bottom up and you want those different systems to cross communicate and say you've built something and you're overlapping IP space not that that doesn't happen but how can I actually make that still operate without having to reappear e-platform it's like those challenges like those younger developers or sis engineers can really start to get their hands around and understand those complexities and bring that forward in their career they got to know the how the pipes are working you guys know what's going some plumbing that's right and they gotta know how it works I had a code it it's right awesome thank you guys for great insights ace certain ABS your certified engineers also known as aces give a round of applause thank you okay all right that concludes my portion thank you Steve thanks for have Don thank you very much that was fantastic everybody round of applause for John for you yeah so great event great event I'm not gonna take long we got we've got lunch outside for that for the people here just a couple of things just call to action right so we saw the aces you know for those of you out on the stream here become a certified right it's great for your career it's great for not knowledge is is fantastic it's not just an aviatrix thing it's gonna teach you about cloud networking multi-cloud networking with a little bit of aviatrix exactly what the Cisco CCIE program was for IP network that type of the thing that's number one second thing is is is is learn right so so there's a there's a link up there for the four to join the community again like I started this this is a community this is the kickoff to this community and it's a movement so go to what a v8 community aviatrix comm starting a community a multi cloud so you know get get trained learn I'd say the next thing is we're doing over a hundred seminars in across the United States and also starting into Europe soon will come out and will actually spend a couple hours and talk about architecture and talk about those beginning things for those of you on the you know on the livestream in here as well you know we're coming to a city near you go to one of those events it's a great way to network with other people that are in the industry as well as to start to learn and get on that multi-cloud journey and then I'd say the last thing is you know we haven't talked a lot about what aviatrix does here and that's intentional we want you you know leaving with wanting to know more and schedule get with us in schedule a multi our architecture workshop session so we we sit out with customers and we talk about where they're at in that journey and more importantly where they're going and define that end state architecture from networking compute storage everything and everything you heard today every panel kept talking about architecture talking about operations those are the types of things that we solve we help you define that canonical architecture that system architecture that's yours so for so many of our customers they have three by five plotted lucid charts architecture drawings and it's the customer name slash aviatrix arc network architecture and they put it on their whiteboard that's what what we and that's the most valuable thing they get from us so this becomes their twenty-year network architecture drawing that they don't do anything without talking to us and look at that architecture that's what we do in these multi hour workshop sessions with customers and that's super super powerful so if you're interested definitely call us and let's schedule that with our team so anyway I just want to thank everybody on the livestream thank everybody here hopefully it was it was very useful I think it was and joined the movement and for those of you here join us for lunch and thank you very much [Applause] [Music] you

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Zafar Razzacki, Accenture and Jon Allen, AWS | Accenture Executive Summit at AWS reInvent 2019


 

>> Announcer: Live from Las Vegas, it's theCUBE! Covering AWS Executive Summit, brought to you by Accenture. >> Welcome back, everyone, we are wrapping up two days of wall to wall coverage at the Accenture Executive Summit. You are watching theCUBE. I'm your host, Rebecca Knight, and co-hosting alongside of Donald Klein. We have two guests for this segment, we have Zafar Razzacki, he is the managing director Digital Industry X at AWS, welcome to the show. >> Thank you. >> Rebecca: And Jon Allen, global automotive professional services leader at AWS, thank you both for coming on the show! >> Thank you so much, thanks for having us. >> So, first, I'm going to start with you, Zafar, I want to hear both, what you do, what is Digital Industry X? It's so mysterious! (laughter) >> So, Industry X.0 is a fairly new practice inside of Accenture, we focus on all things smart and connected. There's a product segment that focuses on smart and connected products specifically, and then certainly we have to think about engineering, so how do you build those products and how do you automate and make the processes for developing those products smarter, and then processes and operations, how do you actually run those types of businesses? So, I'm new to the practice, I actually joined from a number of years at General Motors, where I worked on mobility and innovation there, and prior to that, spent a number of years at Google, working on innovation and new products there, so happy to be at the firm and excited to think about how we bring these types of skills to the mobility industry and change automotive. >> So, Jon, paint a picture for our viewers. The entire industry is being disrupted, we're changing the way we move around from city to city, we have Uber and Lyft, electric scooters, connected cars, just paint the picture for our viewers about the disruption taking place. >> Sure, I mean, I'll use a line from one of our CEOs in the auto industry, Mara Barra, said we'll see more disruption in the next five years than we've seen in the last twenty-five years, in the automotive industry, and it's really fascinating, seeing what's happening. I think the big disruption is that, automotive industry and automotive makers are no longer traditional metal benders. They see themselves as mobility companies. And they see that they need to integrate with this ecosystem, it's just not about driving your car to one spot to another, but it's a full customer experience, from the moment you get into your car, you get to your location, and then how do you actually get further, maybe, take a Lyft, a scooter, maybe you're not using your car, you're using Uber, so it's fascinating to see how the ecosystem is all integrated in. The auto industry also has shifted that, no longer do they think they should just do it alone. I think we're seeing a lot of partnerships, and they're bringing a lot of small businesses and they're bringing in more innovation, they realize that innovation isn't just happening within their four walls, but they're using a much larger ecosystem to really change and transform mobility across the world. >> So, maybe talk a little bit about how broad this ecosystem is, right, 'cause maybe, you know, in the old time, we had maybe sort of car manufacturers, right, and we had cities. You know, cities made the roads, car manufacturers built the vehicles, right? But now we've got a complicated ecosystem, right? We've got data companies that are playing a role in this, that are driving sort of ride hailing, et cetera, we've also got cities thinking about how they offer traffic services differently. Maybe just talk about some of the things you're seeing around the ecosystem. >> Yeah, I mean, certainly, OEMs are re-imagining their role in the ecosystem, suppliers are also thinking about how they can start to add new value and leverage the data off of their systems. We have to talk about startups in this space as well, I mean, the ecosystem with startups is just growing rapidly, we've talked about Uber and Lyft, they've been a great model for the way a startup can come in and disrupt and grow, but across all aspects, from supply chain, to retail, to in-vehicle technologies, you know, there are so many new entrants, and it's exciting. And it's leading to these types of partnerships where, traditionally, an OEM might have said, I'm going to do it all, now there's this comfort with, I'm going to partner with a startup, I might invest in them, I might put some project dollars into that relationship, and work on co-developing a solution together. >> Yeah, what's amazing, I think, is the customer has a lot more power, maybe than in the past, and so, automotive makers, this unique partnership that's happening, is they're really putting the customer in the center. Customers want a seamless experience, they want to be jumping between different apps or different capabilities, that's what's beautiful about what we're doing in AWS, is we're trying to help these OEMs take that full experience end-to-end. Think of your car as a personal assistant. Think of it as, it can help you get to your job, but it can also help with your personal life as well, and so I think it's fascinating that they're really starting to put the customer at the center to have a better customer experience, and it's no longer just horsepower, and how your car works, but it's really the connected ecosystem that extends, theoretically, beyond your car. So you can connect to your home, you can connect with the rest of your life through your vehicle these days, and I think that's the change. >> So, how will that work? Describe the connected car, what are we really talking about here? >> Wow, you want to take that one first? >> Sure, well, let's contrast it to the non-connected car. >> All right, fair enough! >> I mean, you know, literally, getting in, turning the engine on, and the car was a standalone part of your daily life. But to Jon's point, now, with it being really software-driven and having data able to flow from your vehicle to your home, and be able to automate, you know, turning on your thermostat as you're approaching the home, automatically opening the garage just based on proximity, those types of things. Being able to have the convenience of your favorite playlists and your phone book, bringing that digital life into the car, those weren't possible before the connected car and that technology architecture that we see now. But now, you know, that experience becomes much richer and much more personalized. >> Yeah, and I think, look at it latency, look at an IoT, looking at Edge, fascinating, especially with the introduction of 5G coming out, it's going to completely be a game changer for the rest of this. >> So let's build on that. So the roles of the players in the ecosystem are changing, right, so the role of the car manufacturer's changing, the role of the city is changing, the role of the startup's changing, but it seems like the kind of common theme among all of these is that they're leveraging data in different kinds of ways, I was just wondering, how does AWS help these stakeholders be able to leverage that kind of data? >> That's great. So, my role on professional services for AWS is we help our customers use the AWS services to make it real, whether it's from a proof of concepts all the way to operations. So we use our wonderful partner community like Accenture, and we come in together, and so, for example, say a customer wants to create a personal assistant through the vehicle, using Alexa, using other services, we would go in, maybe with a partner, and a lot of times we love to do it with the customer, with the auto maker, and together build. And again, it might be a concept. There is still a long lead time to create devices to be included in the vehicle, but the great thing about now, Cloud, and some other technologies, seven years was generally the design cycle for a vehicle, you can't do that anymore with new technologies. So we as AWS come in and really help, A, let's envision, let's work backwards from the customer, let's think about what we need to have, help them build, and then later on, actually implement and make it operational. >> Maybe I could just add to that real quick. One of the beauties of this partnership is that we see some of the new technologies that AWS is developing and what's in the pipeline, and our teams are actually working on building demos on top of this, so you know, one example of that is a trip planner that we actually have on display here at the show floor, where we can help a family plan a trip, what are all the things they need to take on that trip, because Alexa knows your shopping preferences, you know, we can recommend the snacks and things that you want to take, we can recommend stops along the way. In the future, when we're all driving electric vehicles, you know, how do you plan out your charging, and take the family to a restaurant while you're waiting thirty minutes for the vehicle to charge, so a lot of those things are realities that we can actually build today based on the technologies that AWS has to offer. >> What are some of the best in class auto makers in the sense of who are really at the cutting edge in terms of working with you both Accenture and AWS in terms of really thinking innovatively and creatively? >> Sure, well, I think everyone across the ecosystem is at that point in time where they recognize, it's time for that transformation to happen. So, you can pick any one of the major brands, and look at great examples of the way they're changing the experience inside of the vehicle. From the integration of different types of personalization offerings, to even, you know, some of the newer entrants, like at Tesla, that's really building vehicles from the ground up focused on software and that customer experience. So I think it's an exciting time across the industry, everyone's really making those changes and you guys are probably a seat at the table in all of those conversations. >> Yeah, I hate to point out one specific, but what I think I've seen a theme is that they recognize to draw talent, they can't do the old way of doing business, right, so they're creating these joint innovation centers with AWS, they have innovation centers kind of off campus of the main campus, they kind of have that Silicon feel, because it's a draw of talent, and they got to make it as exciting to get these new coders and developers in to want to join an automaker. They weren't really necessarily seen as that, the joint automaker, and that's completely transforming especially the rise of the digital, the CTO and the CDO, the chief digital officer, we're seeing that completely change and data science, these are themes maybe ten years ago that really weren't talked about in OEMs, and now they have a seat not only at the table, but they're at the board level. These are conversations at the board level now. >> Absolutely. >> So, one of the things we've all experienced, we all spend a lot of time sitting in traffic, right? Maybe talk a little bit about how are cities getting smarter about kind of using mobility in order to move people across cities and avoid traffic, some of the other problems we all experience. >> Well, I think there's cities as consumers of data, so cities are now having conversations with many of the automakers about leveraging vehicle data to make better decisions about the use of their roadways or how they manage traffic light phasing, so there's a lot of interesting things happening there, where manufacturers are able to share their data to cities, and you know, their city planner teams, the way they're building new roadways, are including a lot of that infrastructure now, where you see technologies like DSRC, that's able to talk to vehicles and help those traffic lights phase accordingly. I think cities are playing a really important role in making those new technologies come to bear. >> And I think it's amazing to see some of the investments in some of the smaller cities. So a few years ago, the Department of Transportation put out a challenge, a smart city challenge, and selected a city to actually be the incubator. But that created all these other cities, from Austin to Columbus to Ohio to you name it, to almost have these PMOs or these centers of excellence to create smart cities, and we talked about the ecosystem at the beginning of the conversation, and it's really enabling these cities to bring in maybe big ideas that weren't able to be brought in before. You know, the Cloud and the technologies we have are really leveling the playing field and giving access to maybe companies that didn't have that kind of compute power before, and that's what we're seeing with the smart cities initiatives, is it's not so expensive anymore, and you can bring in some really brilliant ideas of a small business that is maybe a three person shop that could actually transform. But I think we do need to fix the infrastructure, and we've talked about this as a nation for a while, and we continue to invest in our infrastructure to really enable smart cities. >> We've been talking about these smart cars and how they are going to serve as our personal assistants of the future, but what about safety, too? As an innovative USP? In the sense of, here we are using data to make these cars smarter, more connected, and also safer. >> Right, yeah, I mean I think there's a lot of debates right now on safe the autonomous vehicle and we're learning more as we go along that, I think as a couple use cases that I've seen is, you can sign up for apps to become a smarter driver, right? You see, you get your score, right, with my vehicle I get a report card every month to say how I've actually been doing, and as a parent, I can see how my kids are driving and all that, but I think at the end of the year, and it's kind of, I'll be bold here a little bit, we really don't remember the last time there was a major commercial airline crash in the United States. It makes the six o'clock news. By the time I retire, I make a bold prediction, I can be bold here, that a major car accident in the country, now I might be in a nursing home, could make the evening news. 'Cause we could get to that level of safety in the future, okay? >> Meaning, car accidents are so infrequent-- >> So rare. >> Could be so infrequent, rare, right. Now, I'm not saying it's going to happen near turn, I do have a prediction that if, what we're trying to design today, enables that for the future, I think it's pretty proud to be a part of that, right? Again, I think it's, years down the road, I might be at Shady Pines retirement community at that point, but I really, I mean, you think about how we've been able to do the aviation industry and make it safer, even with the challenges around that, I think in the future we could have that for safety in vehicles in my lifetime. >> I totally agree, and I think that's a big promise of autonomous vehicles, that's what so many people are excited about, you know, traffic accidents are one of the leading causes of death in our country, so to be able to address that through technology, I think, is an exciting promise. We see some of that even today, with all the technology that's being built into the vehicle, there are high standards for minimizing driver distraction, and just imagine that future where, you no longer have to worry about driver distraction. And now our relationship with the vehicle is one where we sit back, we live our lives, you know, there's a statistic that we estimate people will get back 4.5 years of their life that they're not spending behind the wheel locked on the road. You know, those types of things are really exciting to think about. >> Somebody out there will probably correct me on the numbers, but I think 39,000 fatality deaths in the United States was reported by Nets, I think that's the number, but I know that the number of distracted driving is going up, and that's a problem. I mean, people are using their phone, and it's not only phone, it's drinking, it's distracted driving, so anyway-- >> And distracted pedestrians, that's the thing, walking around Boston, everyone's just-- >> That's right, walking around here, you see people on their phone, absolutely. And I think that we are on a, it's amazing to see the changes that have happened around this the last couple years, and I think it's just opened new opportunities for companies that could never have really played in this space, are making a change for us. >> So one of the stories I love to hear about is how these kind of connected car and data capabilities are enabling us to use the infrastructure we've got today better. I mean, we'd all love to jump in a flying taxi and zoom over traffic, et cetera, but there's some concepts like smart carpool lanes, things like that, maybe you can talk a little bit about those and kind of how new business models are being allowed by that. >> Sure, yeah. So metering is one way, where it becomes a smart infrastructure, where you understand the traffic patterns, and it'd be HOV or you pay for it, so you can make the decision if you want to spend $30 to try to get into the city, or be stuck in traffic and take you an hour. And so it's interesting, with the smart infrastructure that's actually occurring, within cities right now that changes on how people will use metered lanes, and that's one thing we're seeing today. But there's also integrations with apps that we use every day to help us give us better insights, obviously, that we all use, to be able to have traffic, but it's the integration with that, imagine being able to have an application integrated with emergency management. So, you know, today people are hitting an app cause waves as a cop on the side of the road, well, we have customers, one customer particular, that wants to make sure that's integrated in a smart way, you know, that if a police car is on the side of the road, how is that really feeding the larger infrastructure? So, yes, there's a whole piece on metering and smart infrastructure, but I think that some of these other businesses are finding ways to integrate things like emergency management and some other pieces to really help reduce traffic flow and make it easier. >> Parking is another great example. >> Parking. >> There are a number of startups out there that have created technologies to help map open parking spaces, so how do you feed that data to the end user to help them make smarter decisions. I think there's another data point, we spend about 30% of our time in our vehicle, is spent just looking for parking. Right, so, how can we help to drive those things down, how can we help make it more efficient to find a parking spot, to even transact for that parking spot, and you might come to a situation where, again, when there's peak traffic, are we bidding for a parking spot? And will a parking spot go to the highest bidder? So these are all opportunities that technology really enables, when we connect the vehicle and are able to feed in that type of data around parking, infrastructure, roadway usage, et cetera. >> Well, Zafar and Jon, this has been a really cool conversation, you have great jobs. It's really neat, re-imagining mobility, yes. Thank you so much for coming on theCUBE. >> Thank you so much. >> Thank you for having us. >> I'm Rebecca Knight for Donald Klein, that wraps up our coverage of the Accenture Executive Summit for theCUBE, thank you so much, and we'll catch you next time.

Published Date : Dec 5 2019

SUMMARY :

Covering AWS Executive Summit, brought to you Zafar Razzacki, he is the managing director and excited to think about how we bring from city to city, we have Uber and Lyft, from the moment you get into your car, Maybe just talk about some of the things to in-vehicle technologies, you know, at the center to have a better customer experience, to the non-connected car. and be able to automate, you know, for the rest of this. are changing, right, so the role of the car and a lot of times we love to do it and take the family to a restaurant and look at great examples of the way they're is that they recognize to draw talent, So, one of the things we've all experienced, their data to cities, and you know, and selected a city to actually be the incubator. and how they are going to serve as of debates right now on safe the autonomous for the future, I think it's pretty proud causes of death in our country, so to be able but I know that the number of distracted driving And I think that we are on a, it's amazing So one of the stories I love to hear about and some other pieces to really help and are able to feed in that type of data a really cool conversation, you have great jobs. thank you so much, and we'll catch you next time.

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Chandar Pattabhiram, CMO, Coupa | Coupa Insp!re EMEA 2019


 

>> Announcer: From London, England, it's theCUBE, covering Coupa Inspire '19 EMEA, brought to you by Coupa. >> Hey, welcome to theCUBE! Lisa Martin on the ground in London at Coupa Inspire. Because I'm in the UK, I have to say, you know of Sting, right? Well, guess who's here? Somebody cool enough to go by one name, it's Chandar, the CMO at Coupa. Welcome back! >> Great, Lisa, it's great to be here. >> So, this morning kicked off with Rob's talk all about community. One of the interesting things about Coupa is this community that you guys have built. Talk to me about, I know $1.3 trillion of spend is going through the Coupa platform, the community. Talk to me about how you've cultivated this community at Coupa. >> Yeah, it's a great question. Now, if you take a step back, you know, people don't buy features, people buy tribal feelings. And if you think it, if you look at, like, you know, if you look at a product like Harley-Davidson. Anybody can go buy any bike, but people are not buying the features, they're buying the tribal feeling of being part of that community. If you look at a product like Peloton, you know, people can go buy, have any stationary bike or any workout bike today. But they want to be part of that community. And as my wife tells me, Sephora, right? I don't have a lot of experience with that-- >> She's right. >> She is right, great, (Lisa laughs) thanks for the endorsement there. But again, it is about being part of the community and people like that and stuff, and that's what we're doing is, it's the features or the capability, it's the community the tribal feeling, and that's what Rob was talking about, the inspirational attributes of these different people that are part of this community, and how we're trying to, how we are building this community by showcasing the great leaders and their attributes and how they're transforming change in their organizations, and that's what we're creating in this conference, the feeling, the #emotion, of I want to be part of this cool club, and that's what we're doing. >> You know, a lot of companies talk about customer first, customer centricity. The community here is really helping Coupa innovate on its own technology. Talk to me about some of the things that, you know, since we last spoke, a few months ago, that have been inspired by the voice of the community. >> Yeah, so, you know, there is this concept of co-creation that Rob talked about today with our community. And a lot of the community is inspired by the community and it's for the community. And we have a number of innovations, 80 plus innovations that have been inspired in the last one year by the community. And even a concept like Source Together that Rob talked about, and the idea of Source Together is how can we come together as one community and drive the best negotiated savings together with a supplier, this is an idea that's been co-created with the community. So there's a number of different things. You look at community intelligence, Rob talked about commodity insights, as well as a number of other capabilities that we are showcasing today, has been driven, co-created, inspired by the community. And that's what's great. You want to set the innovation agenda for the industry by having this community inspire us. In fact we had our customer advisory board at every conference that is happening for us, and that's what drives to a lot of the innovation that we do today. >> Speaking of customers, Rob shared a lot of examples during his keynote this morning. I lost count of how many of your Coupa Spendsetters were mentioned, other customers, all with very strong business, measurable business outcomes. I know tomorrow in your keynote, you're going to be talking with a number of customers. But some of the things that are interesting about what Rob shared is these are examples that aren't just about refining procurement and reducing spend and, it's much more transformative. Give me some of your favorite examples of where this is beyond improving procurement. >> Yeah, it's a great question. It's a great question. And we have a number of stories, for example, tomorrow in my keynote, I'm going to be talking about storytelling, right. I'm going to be talking about how we can inspire the community through storytelling, and great storytelling starts with great storytellers. And these Spendsetters, and we can see them in the hallways here, we have found about 15 of them, and they're all great storytellers for one reason. They have great transformative stories in business spend management, but what makes them a great storyteller is that they're telling a story beyond the boundaries of the business spend management. Let me give a couple of examples, right. So one story that I'll highlight tomorrow is about Jarkko, the CPO of Telia. Now, I don't know if we know Telia, but 60% of the word's internet traffic goes through Telia. >> 60%? >> 60%. So everyday morning, checking out coupa.com that we all do. >> Every day. >> Or I'm looking at some less popular sites like Facebook or LinkedIn or anything else, you're probably on the Telia network, especially in this part of the world. And their challenge, their business spend management challenge is, they're pretty fragmented across the Nordics and the Baltics and other regions, and now with Jarkko, he's a strategic crusader, not a hired gun, but more of a driven crusader who's come in, transformed the sourcing function, made it more strategic, consolidated seven systems into one system with Coupa, and had 20,000 employees using that as well as all the different people for sourcing, so that they get the global benefits of scale across the regions. Now that's a great business spend management story, but what makes him a great storyteller, he's telling a story beyond the boundaries of business spend management, because he's not talking about savings attainability, he's talking about environmental sustainability, and the story he talks about is what their initiative at a board level is, you know, zero emission and zero waste by 2030, and how the work that his team is doing is directly impacting that board level initiative on how are they driving a communication strategy across the supplier base to get their environmental plans into the Telia's operations, and how me measures plans and progress of every supplier in their CO2 emission, and how that's going to be an explicit part of how they work with their suppliers, and how he is the trusted advisor that he is actually challenging everybody to rethink this whole idea of source to pay. That is telling a boundary beyond the boundaries of business spend management, it's telling a story. So that's one example, right. >> Is that a gentleman who's in procurement in finance within an organization? >> He is the CPO, the procurement-- >> That is having an impact on the sustainability footprint of the company. >> That's right, so directly associating with the initiative at a board level, right. So he's shifted it, by shifting the storytelling from talking about savings attainability to environmental sustainability, he shifted the perception of the organization from something that's operational to something that's very strategic in the organization. So that's one good storytelling. The other one I'll highlight, an example, is Matthieu at Global Fund. Now the Global Fund is the world's largest financier of fighting malaria, AIDS, HIV in 100-plus countries. They disperse $4 billion every year for that. And they have this partner called OneWorld.org, it's powered by Coupa, that Matthieu and his team are doing. So he could get a great business spend management story. He can say, you know, I've driven digital transformation, I've done 99.9% of my POs are electronic, and I've come to this new age of where, you know, on contract spend is being done, et cetera. Now what makes him a great storyteller, he's telling the story beyond the boundaries of BSM again. He's talking about a story of how this, the work that his team is doing, is directly impacting saving 32 million lives. How they are treating millions of people, get the right treatment for HIV, help pregnant mothers or on HIV, they get the right treatment on time, so that the babies don't get infected with HIV, and how they're distributing hundreds of millions of mosquito nets throughout the world for preventing malaria, through this OneWorld tool that's powered by Coupa to get the right medication on time. So that's millions and millions of lives, but the speed and ease of every single medication to get there, has an impact on the life of that person, and that's the story he's telling. >> This is so interesting, because it's so common for businesses to tell the common success story, and a lot of what Coupa shares of customers holding those big white cards with big numbers of what they're saving are very impactful. What was the idea behind the Spendsetters program, 'cause when I was reading a few of them in preparation to come here, it seems like it was a little bit more about the person and how that individual has facilitated transformation. Tell me about the concept-- >> It's a great point. There's two components to it, right. One is empirical, two is emotive. And if you look at both concepts, one of them is the empirical value that, yes, ultimately Coupa is about driving value, and that has to be as a company, has a capability of driving value to our customers. And that's the empirical value of you have driven so much saving, so much percentage of spend, and you know, millions of dollars, billions of dollars savings et cetera. Procter & Gamble, for example, $2.5 billion in savings. That's the empirical value. It's very clear, that's the value. But behind that is a person, and that is the emotive story of what is that person, what is the personal story, what have they gone through in their life, what's their, you know, nurture and nature, and how that's influenced them that's becoming, that made them into the great leader today, and that's the emotive stories we're trying to also tell on the Spendsetters site. So there's the value side of the story, and then there is the emotive side of the story, and the spendsetters.com is purely on telling the human stories, because behind every purchase order is a person, and we're telling the story of that person. >> So as we look at the changing role of the Chief Procurement Officer, the changing role of finance decision makers, not just here in the UK, and I know Coupa recently did a study that showed that 96% of UK financial decision makers said, "Hey, I don't have complete visibility over all my spend", so big opportunity there, but even from a transformation perspective, the Spendsetters examples, how is that showing that Coupa can fundamentally help a business not just change procurement, but have such wide lasting impacts? >> Yeah, I think ultimately, if you look at procurement, you know, for it to go as going from operation to strategic, you're just getting that seat at the table. And getting that seat at the table in any executive discussion is about first aligning to some strategic initiative that is important at that executive table. So more as we align these value stories and the value that procurement is driving, through these strategic initiatives that are important at the board level, at the executive level, the more the profile and the more the R-E-S-P-E-C-T, as we like to say, and get that seat at the table, and that's what this whole Spendsetters program is aiming to do is A, showcase the personal heroes, and B, showcase how they're telling stories that align to bigger level initiatives, that's getting them get that elevate their position and get that seat at the table. And that's what the plan is there. >> So, lots of growth. Second quarter results, I was taking a look at those, revenues up, billings are up, very high renewal rates. So from a customer satisfaction perspective, the data is there to show that Coupa is going in the right direction. From your perspective, how influential are your existing, your incumbent customers in helping prospective customers evaluate Coupa and go, this is the right decision for us. >> It's a great question. You know, I say we live in a peer-bound world, right, where it's really, we more and more, first of all, 80 to 90% of buyers' journeys are self directed, because buyers have more power than ever before, and second of all, anything we do within our personal lives as well as in business decisions, we rely more on peers and people we trust to help us make those decisions, right? From that perspective, our best sellers, the best sellers we have in this conference, are our customers. I just came from an executive luncheon, where we had 50% of the room was customers and 50% of the room was prospects, and we had our best sellers, not our salespeople, our customers talking to the prospects, in real, authentic conversations of what's value, what's their journey, what did they struggle with, and what are the lessons learned, and how did they get there. And those are really meaningful interactions that ultimately is going to make a prospect, influence a prospect on what decision they have to make. >> Absolutely. >> So that's very, very important from us, and then providing a platform for this authentic dialog and these authentic interactions. That's important for us. And also, I think, you know, ultimately in a SaaS business, the true measurement of success, I say is two things, right. One is what I call lifetime value, and two is the number of brand advocates. So the idea there if someone is staying with you longer and giving you lifetime value, and is shouting from the rooftop that I really love my interaction with this brand, then invariably you're driving value to them in a long term way. And that's really the true measure of success, and that's what excites us from our perspective. >> And is the foundation of that trust? >> The foundation of that is two things. It's trust based on value, right, and you've got to deliver value, and Rob has a great line where he talks about, it is not about customer satisfaction, it's about customer success. 'Cause many times a customer may be satisfied, may not really know what their success metrics really mean, but it's not about sometimes a customer may not be satisfied, but really be successful because you're driving the true metrics what is important to the customer. So once you get the value delivered, and do it in an open, authentic way, then, in that case, there's trust that build, and based on that trust, you earned that trust, and that becomes the foundation of the lifetime value. >> We were talking about, well, we, Rachel Botsman was talking about the importance of a brand, any brand, earning trust. A lot of times she gave that example in her keynote where she showed three brand logos, Uber, Facebook, and Amazon, and said, trust is so contextual and so subjective, but clap for which brand you trust the most. And it's so interesting when she started talking about, Facebook got the least, in fact Facebook got no applause at all, I was expecting a few folks (Chandar laughs) to maybe do some clapping, but Amazon being the clear winner, and I thought, yeah, I trust Amazon to deliver whatever it is that I buy when they say they're going to deliver it, and she said she trusts them to do the same, but, would you trust them to pay their taxes on time-- >> Chandar: Sure. >> So when she started talking about trust being subjective and contextual, it really kind of changes the whole dynamic. >> Chandar: It does. >> So that earned trust, but also the ability to reduce the risk that your customers are facing, whether it's overpaying suppliers or paying duplicate invoices, that trust risk balance seems pretty critical as well. >> Ti does, it does. It's an interesting perspective. I think because, in that case of Amazon, I think there's operational trust, that they're going to get the job done and deliver the whatever you ordered in one day with frame or two days with frames, this is operational trust. But is there a trust in the sense of purpose is where she was going with, right. And today for organizations, especially with the millennial crowd, as being customers as well as employees, the question is, you can get operational trust, but you also have a sense of purpose that they trust in, and have that be, and be authentic as an organization. And that's why is say it is not being, you talk about AI, as artificial intelligence, the real AI is authentic interactions. >> Lisa: Authentic interactions. >> And that's really the authenticity as a brand, being open, and acknowledge your failures but strive for excellence for success, and have this open platform with your customers, and always look towards adding value. I think that invariably, over time, creates this trust feeling that ultimately drives long term lifetime value for us. So that I think is the most important thing. >> Absolutely. So tell me again, which three customers are going to be on stage with you tomorrow sharing their stories? >> It's great, I have three. One, Procter & Gamble, a company that my mom knows about, my 86-year-old mom. So one of the greatest brands, so that's a great story about, again, they have a great business spend management story, but they're telling a story beyond the boundaries of business spend management and it's a fun story. And then we're going to have the Global Fund. Again, I told you, one of the world's largest financier of fighting HIV, malaria and AIDS. And we're going to have Telia, one of the largest telecommunications providers. >> Excellent. So really kind of showing the breadth of the technologies and the industries that Coupa helps to transform. >> And the breadth of the personalities, and the people behind that are driving all this change. >> Excellent, well Chandar, thank you for joining me on theCUBE. I wish we were going to be here tomorrow to see your keynote, but it sounds exciting and the Spendsetter program is certainly one that I think is quite differentiated in terms of telling those transformative stories that you said are both empirical and emotional. >> Yes, thank you Lisa, it's great to be here. >> Likewise. >> Great. >> For Chandar, I am Lisa Martin. You're watching theCUBE from Coupa Inspire London. Thanks for watching.

Published Date : Nov 6 2019

SUMMARY :

covering Coupa Inspire '19 EMEA, brought to you by Coupa. Because I'm in the UK, I have to say, One of the interesting things about Coupa the features, they're buying the tribal feeling it's the community the tribal feeling, that have been inspired by the voice of the community. And a lot of the community is inspired by the community But some of the things that are interesting but 60% of the word's internet traffic that we all do. and how he is the trusted advisor that he is actually an impact on the sustainability footprint of the company. and that's the story he's telling. and a lot of what Coupa shares of customers and that's the emotive stories we're trying to also tell and get that seat at the table. the data is there to show that Coupa is going and 50% of the room was prospects, and is shouting from the rooftop and that becomes the foundation of the lifetime value. but Amazon being the clear winner, the whole dynamic. So that earned trust, but also the ability and deliver the whatever you ordered And that's really the authenticity as a brand, are going to be on stage with you tomorrow So one of the greatest brands, so that's a great story of the technologies and the industries and the people behind that are driving all this change. and the Spendsetter program is certainly one For Chandar, I am Lisa Martin.

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Breaking Analysis: Spending Outlook Q4 Preview


 

>> From the Silicon Angle Media Office in Boston, Massachusetts, it's The Cube. Now, here's your host Dave Vellante. >> Hi everybody. Welcome to this Cube Insights powered by ETR. In this breaking analysis we're going to look at recent spending data from the ETR Spending Intentions Survey. We believe tech spending is slowing down. Now, it's not falling off a cliff but it is reverting to pre-2018 spending levels. There's some concern in the bellwethers of specifically financial services and insurance accounts and large telcos. We're also seeing less redundancy. What we mean by that is in 2017 and 2018 you had a lot of experimentation going on. You had a lot of digital initiatives that were going into, not really production, but sort of proof of concept. And as a result you were seeing spending on both legacy infrastructure and emerging technologies. What we're seeing now is more replacements. In other words people saying, "Okay, we're now going into production. We've tried that. We're not going to go with A, we're going to double down on B." And we're seeing less experimentation with the emerging technology. So in other words people are pulling out, actually some of the legacy technologies. And they're not just spraying and praying across the entire emerging technology sector. So, as a result, spending is more focused. As they say, it's not a disaster, but it's definitely some cause for concern. So, what I'd like to do, Alex if you bring up the first slide. I want to give you some takeaways from the ETR, the Enterprise Technology Research Q4 Pulse Check Survey. ETR has a data platform of 4,500 practitioners that it surveys regularly. And the most recent spending intention survey will actually be made public on October 16th at the ETR Webcast. ETR is in its quiet period right now, but they've given me a little glimpse and allowed me to share with you, our Cube audience, some of the findings. So as I say, you know, overall tech spending is clearly slowing, but it's still healthy. There's a uniform slowdown, really, across the board. In virtually all sectors with very few exceptions, and I'll highlight some of the companies that are actually quite strong. Telco, large financial services, insurance. That's rippling through to AMIA, which is, as I've said, is over-weighted in banking. The Global 2000 is looking softer. And also the global public and private companies. GPP is what ETR calls it. They say this is one of the best indicators of spending intentions and is a harbinger for future growth or deceleration. So it's the largest public companies and the largest private companies. Think Mars, Deloitte, Cargo, Coke Industries. Big giant, private companies. We're also seeing a number of changes in responses from we're going to increase to more flat-ish. So, again, it's not a disaster. It's not falling off the cliff. And there are some clear winners and losers. So adoptions are really reverting back to 2018 levels. As I said, replacements are arising. You know, digital transformation is moving from test everything to okay, let's go, let's focus now and double-down on those technologies that we really think are winners. So this is hitting both legacy companies and the disrupters. One of the other key takeaways out of the ETR Survey is that Microsoft is getting very, very aggressive. It's extending and expanding its TAM further into cloud, into collaboration, into application performance management, into security. We saw the Surface announcement this past week. Microsoft is embracing Android. Windows is not the future of Microsoft. It's all these other markets that they're going after. They're essentially building out an API platform and focusing in on the user experience. And that's paying off because CIOs are clearly more comfortable with Microsoft. Okay, so now I'm going to take you through some themes. I'm going to make some specific vendor comments, particularly in Cloud, software, and infrastructure. And then we'll wrap. So here's some major themes that really we see going on. Investors still want growth. They're punishing misses on earnings and they're rewarding growth companies. And so you can see on this slide that it's really about growth metrics. What you're seeing is companies are focused on total revenue, total revenue growth, annual recurring revenue growth, billings growth. Companies that maybe aren't growing so fast, like Dell, are focused on share gains. Lately we've seen pullbacks in the software companies and their stock prices really due to higher valuations. So, there's some caution there. There's actually a somewhat surprising focus given the caution and all the discussion about, you know, slowing economy. There's some surprising lack of focus on key performance indicators like cash flow. A few years ago, Splunk actually stopped giving, for example, cash flow targets. You don't see as much focus on market capitalization or shareholders returns. You do see that from Oracle. You see that last week from the Dell Financial Analyst Meeting. I talked about that. But it's selective. You know these are the type of metrics that Oracle, Dell, VMware, IBM, HPE, you know generally HP Inc. as well will focus on. Another thing we see is the Global M&A across all industries is back to 2016 levels. It basically was down 16% in Q3. However, well and that's by the way due to trade wars and other uncertainties and other economic slowdowns and Brexit. But tech M&A has actually been pretty robust this year. I mean, you know take a look at some examples. I'll just name a few. Google with Looker, big acquisitions. Sales Force, huge acquisition. A $15 billion acquisition of Tableau. It also spent over a billion dollars on Click software. Facebook with CTRL-labs. NVIDIA, $7 billion acquisition of Mellanox. VMware just plunked down billion dollars for Carbon Black and its own, you know, sort of pivotal within the family. Splunk with a billion dollar plus acquisition of SignalFx. HP over a billion dollars with Cray. Amazon's been active. Uber's been active. Even nontraditional enterprise tech companies like McDonald's trying to automate some of the drive-through technology. Mastercard with Nets. And of course the stalwart M&A companies Apple, Intel, Microsoft have been pretty active as well as many others. You know but generally I think what's happening is valuations are high and companies are looking for exits. They've got some cool tech so they're putting it out there. That you know, hey now's the time to buy. They want to get out. That maybe IPO is not the best option. Maybe they don't feel like they've got, you know, a long-term, you know, plan that is going to really maximize shareholder value so they're, you know, putting forth themselves for M&A today. And so that's been pretty robust. And I would expect that's going to continue for a little bit here as there are, again, some good technology companies out there. Okay, now let's get into, Alex if you pull up the next slide of the Company Outlook. I want to start with Cloud. Cloud, as they say here, continues it's steady march. I'm going to focus on the Big 3. Microsoft, AWS, and Google. In the ETR Spending Surveys they're all very clearly strong. Microsoft is very strong. As I said it's expanding it's total available market. It's into collaboration now so it's going after Slack, Box, Dropbox, Atlassian. It's announced application performance management capabilities, so it's kind of going after new relic there. New SIM and security products. So IBM, Splunk, Elastic are some targets there. Microsoft is one of the companies that's gaining share overall. Let me talk about AWS. Microsoft is growing faster in Cloud than AWS, but AWS is much, much larger. And AWS's growth continues. So it's not as strong as 2018 but it's stronger, in fact, much stronger than its peers overall in the marketplace. AWS appears to be very well positioned according to the ETR Surveys in database and AI it continues to gain momentum there. The only sort of weak spot is the ECS, the container orchestration area. And that looks a little soft likely due to Kubernetes. Drop down to Google. Now Google, you know, there's some strength in Google's business but it's way behind in terms of market share, as you all know, Microsoft and AWS. You know, its AI and machine learning gains have stalled relative to Microsoft and AWS which continue to grow. Google's strength and strong suit has always been analytics. The ETR data shows that its holdings serve there. But there's deceleration in data warehousing, and even surprisingly in containers given, you know, its strength in contributing to the Kubernetes project. But the ETR 3 Year Outlook, when they do longer term outlook surveys, shows GCP, Google's Cloud platform, gaining. But there's really not a lot of evidence in the existing data, in the near-term data to show that. But the big three, you know, Cloud players, you know, continue to solidify their position. Particularly AWS and Microsoft. Now let's turn our attention to enterprise software. Just going to name a few. ETR will have an extensive at their webcast. We'll have an extensive review of these vendors, and I'll pick up on that. But I just want to pick out a few here. Some of the enterprise software winners. Workday continues to be very, very strong. Especially in healthcare and pharmaceutical. Salesforce, we're seeing a slight deceleration but it's pretty steady. Very strong in Fortune 100. And Einstein, its AI offering appears to be gaining as well. Some of the acquisitions Mulesoft and Tableu are also quite strong. Demandware is another acquisition that's also strong. The other one that's not so strong, ExactTarget is somewhat weakening. So Salesforce is a little bit mixed, but, you know, continues to be pretty steady. Splunk looks strong. Despite some anecdotal comments that point to pricing issues, and I know Splunk's been working on, you know, tweaking its pricing model. And maybe even some competition. There's no indication in the ETR data yet that Splunk's, you know, momentum is attenuating. Security as category generally is very, very strong. And it's lifting all ships. Splunk's analytics business is showing strength is particularly in healthcare and pharmaceuticals, as well as financial services. I like the healthcare and pharmaceuticals exposure because, you know, in a recession healthcare will, you know, continue to do pretty well. Financial services in general is down, so there's maybe some exposure there. UiPath, I did a segment on RPA a couple weeks ago. UiPath continues its rapid share expansion. The latest ETR Survey data shows that that momentum is continuing. And UiPath is distancing itself in the spending surveys from its broader competition as well. Another company we've been following and I did a segment on the analytics and enterprise data warehousing sector a couple weeks ago is Snowflake. Snowflake continues to expand its share. Its slightly slower than its previous highs, which were off the chart. We shared with you its Net Score. Snowflake and UiPath have some of the highest Net Scores in the ETR Survey data of 80+%. Net Score remembers. You take the we're adding the platform, we're spending more and you subtract we're leaving the platform or spending less and that gives you the Net Score. Snowflake and UiPath are two of the highest. So slightly slower than previous ties, but still very very strong. Especially in larger companies. So that's just some highlights in the software sector. The last sector I want to focus on is enterprise infrastructure. So Alex if you'd bring that up. I did a segment at the end of Q2, post Q2 looking at earning statements and also some ETR data on the storage spending segment. So I'll start with Pure Storage. They continue to have elevative spending intentions. Especially in that giant public and private, that leading indicator. There are some storage market headwinds. The storage market generally is still absorbing that all flash injection. I've talked about this before. There's still some competition from Cloud. When Pure came out with its earnings last quarter, the stock dropped. But then when everybody else announced, you know, negative growth or, in Dell's case, Dell's the leader, they were flat. Pure Storage bounced back because on a relative basis they're doing very well. The other indication is Pure storage is very strong in net app accounts. Net apps mix, they don't call them out here but we'll do some further analysis down the road of net apps. So I would expect Pure to continue to gain share and relative to the others in that space. But there are some headwinds overall in the market. VMware, let's talk about VMware. VMware's spending profile, according to ETR, looks like 2018. It's still very strong in Fortune 1000, or 100 rather, but weaker in Fortune 500 and the GPP, the global public and private companies. That's a bit of a concern because GPP is one of the leading indicators. VMware on Cloud on AWS looks very strong, so that continues. That's a strategic area for them. Pivotal looks weak. Carbon Black is not pacing with CrowdStrike. So clearly VMware has some work to do with some of its recent acquisitions. It hasn't completed them yet. But just like the AirWatch acquisition, where AirWatch wasn't the leader in that space, really Citrix was the leader. VMware brought that in, cleaned it up, really got focused. So that's what they're going to have to do with Carbon Black and Security, which is going to be a tougher road to hoe I would say than end user computing and Pivotal. So we'll see how that goes. Let's talk about Dell, Dell EMC, Dell Technologies. The client side of the business is holding strong. As I've said many times server and storage are decelerating. We're seeing market headwinds. People are spending less on server and storage relative to some of the overall initiatives. And so, that's got to bounce back at some point. People are going to still need compute, they're still going to need storage, as I say. Both are suffering from, you know, the Cloud overhang. As well, storage there was such a huge injection of flash it gave so much headroom in the marketplace that it somewhat tempered storage demand overall. Customers said, "Hey, I'm good for a while. Cause now I have performance headroom." Whereas before people would buy spinning discs, they buy the overprovision just to get more capacity. So, you know, that was kind of a funky value proposition. The other thing is VxRail is not as robust as previous years and that's something that Dell EMC talks about as, you know, one of the market share leaders. But it's showing a little bit of softness. So we'll keep an eye on that. Let's talk about Cisco. Networking spend is below a year ago. The overall networking market has been, you know, somewhat decelerating. Security is a bright spot for Cisco. Their security business has grown in double digits for the last couple of quarters. They've got work to do in multi-Cloud. Some bright spots Meraki and Duo are both showing strength. HP, talk about HPE it's mixed. Server and storage markets are soft, as I've said. But HPE remains strong in Fortune 500 and that critical GPP leading indicator. You know Nimble is growing, but maybe not as fast as it used to be and Simplivity is really not as strong as last year. So we'd like to see a little bit of an improvement there. On the bright side, Aruba is showing momentum. Particularly in Fortune 500. I'll make some comments about IBM, even though it's really, you know, this IBM enterprise infrastructure. It's really services, software, and yes some infrastructure. The Red Hat acquisition puts it firmly in infrastructure. But IBM is also mixed. It's bouncing back. IBM Classic, the core IBM is bouncing back in Fortune 100 and Fortune 500 and in that critical GPP indicator. It's showing strength, IBM, in Cloud and it's also showing strength in services. Which is over half of its business. So that's real positive. Its analytics and EDW software business are a little bit soft right now. So that's a bit of a concern that we're watching. The other concern we have is Red Hat has been significantly since the announcement of the merger and acquisition. Now what we don't know, is IBM able to inject Red Hat into its large service and outsourcing business? That might be hidden in some of the spending intention surveys. So we're going to have to look at income statement. And the public statements post earnings season to really dig into that. But we'll keep an eye on that. The last comment is Cloudera. Cloudera once was the high-flying darling. They are hitting all-time lows. They made the acquisition of Hortonworks, which created some consolidation. Our hope was that would allow them to focus and pick up. CEO left. Cloudera, again, hitting all-time lows. In particular, AWS and Snowflake are hurting Cloudera's business. They're particularly strong in Cloudera's shops. Okay, so let me wrap. Let's give some final thoughts. So buyers are planning for a slowdown in tech spending. That is clear, but the sky is not falling. Look we're in the tenth year of a major tech investment cycle, so slowdown, in my opinion, is healthy. Digital initiatives are really moving into higher gear. And that's causing some replacement on legacy technologies and some focus on bets. So we're not just going to bet on every new, emerging technology, were going to focus on those that we believe are going to drive business value. So we're moving from a try-everything mode to a more focused management style. At least for a period of time. We're going to absorb the spend, in my view, of the last two years and then double-down on the winners. So not withstanding the external factors, the trade wars, Brexit, other geopolitical concerns, I would expect that we're going to have a period of absorption. Obviously it's October, so the Stock Market is always nervous in October. You know, we'll see if we get Santa Claus rally going into the end of the year. But we'll keep an eye on that. This is Dave Vellante for Cube Insights powered by ETR. Thank you for watching this breaking analysis. We'll see you next time. (upbeat tech music)

Published Date : Oct 5 2019

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From the Silicon Angle Media Office But the big three, you know, Cloud players, you know,

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Gary Cifatte, Candy.com | Boomi World 2019


 

>>live from Washington, D. C. >>It's the Cube >>covering Bumi World 19. Do you buy movie? >>Hey, welcome back to the Cube. We've got candy. That's right. I am Lisa Martin in Washington, D. C. At booming World 19 with John Ferrier and John and I are excited to be talking next with a chief technology officer of candy dot com. Gary, welcome to the Cube. >>Thank you for having me great to be here. >>So tell our audience about candy dot com Guinea all that you want dot com cool stuff. >>It is cool stuff. It is the endless. I'll just like going to the supermarket and never runs. Oh, it's absolutely perfect. That's actually how we started knowing that there was so much candy out there that people wanted in the lines just weren't long enough to put him in, no matter where you checked out, and we started off being the online candy store, which was a foot in the door, but it was a very small opening at that time. >>One of the things you said when I met you today whilst eating candy that you guys brought thank you very much for that was very appropriate. Um, was that candy? Is recession proof? >>It is. It's it's ah, you know, good times, bad times. You know, people are gonna have birthday parties. People get married holidays. They're going to come. You know, you've had a really great day. It's a candy bar. You know, you've had a really bad day. It's the candy bar. That's just it's an impulse buy, but it's an impulse buy with your favorite. I mean, it's something to comfort more than anything else, actually. And the technology side talk about how you guys were organized. What? Some of the challenges and how does Bumi fit in? Take us through the journey. Sure, when we started out, we thought, How hard could it be doing? Data entry will get the orders. They'll come across, we'll have some people. Instrument to the system will start filling up, you know, and then everything else will take care of itself. And within about a few minutes, we realized that that was probably not going to work. It was not scalable because first of all, data entry is air pro. You know, if you have someone actually trying to do with their, it's not gonna work for us. So we realized that there was a mechanism out there with Edie I and we went to 1/3 party provider to help us with the FBI. And that's how we started with the first couple of integrations and it was good. It got us off the ground and got us further into that door. >>So you started with, um, how many different partners trading partners take us back to kind of the last 10 years of candy dot com and how that Trading Partner Network has grown. >>Oh, it's like the journey. It's still we starts with the first step. We had one that was interested, one that wanted to work with Austin, and we started to do the work with them and figure out how to handle it. But they had multiple divisions, so, you know, there was only one that was 32 actual integrations that had to be done on being a traditional brick and mortar. It's very competitive. So once the word got out that they were work with us, there was a couple other. So we had six pretty big ones lined up early on that we needed to have integrated in up and running very quickly. >>And from a digital perspective, what were some of the initial system's applications that you implemented just start being able to manage and track those trading partner interactions to ensure that you're able to deliver? You know what? The candy, the candy demand that you need to fill? >>It was, sadly, a lot of C S V. A lot of email, a lot of phone calls back and forth. There was a lot of hours, and it was one those ones where we would really just bring in temps and try to keep up with it did not really have a repeatable process or a good technical footprint of what we needed to d'oh way didn't know what we didn't know when we started, and we very rapidly came to become aware of what we needed to do. >>So starting with air P Net sweet brought net Sweden two years ago. Tell us about that and what you thought was gonna solve all of our problems. Well, that's why it's >>a great package because it brought us both order management and it brought us here. Pee in. There were so many models and so much technology behind it and they have a warehouse module. There's, like all we could grow forever With this, it will never be bounded. This is gonna be fantastic. But what we forgot is that it was only as good as the data in there. And if we're using as a manual data entry, it's not going to meet our needs. We needed to come up with a better way in a more efficient way to get the data in. And this was still back in the day when we're trying to fulfill something within a week, much less where we're at today. >>Okay, so where does Bumi fit into play? >>We realized, unfortunately that even when you have an integration up and running and as good as the integration is, some of your trading partners will have changes. They're going to give you a different reference number. They're gonna give you a different requirement. They're gonna make something that was optional now mandatory. So we had problems because it wasn't just also that was impacting everyone that was doing an integration with that trading partner had it. So if I had outsourced it and there was 100 people that had that map. We were one of 100. Sometimes we were one, and sometimes we were as far away from one is possible and you understand that, and you appreciate it because there's only a finite number of hours to get things done. So we understood that to be really profitable and get to the level of service we needed to control the data. And that's when we decided that we needed to bring the E. D I and house. >>So when you were looking for the right integration partner, what was it about Bhumi from a technology perspective and a business perspective that really differentiated it. >>First and foremost, the number one requirement had to talk to nets. We had a have a native nets. We'd integration if it did not talk to net sweet. It wasn't gonna make it onto our plate because we weren't gonna spend the time to reinvent the wheel when obviously the wheel was out there. We had actually done that once before, and it was successful but painful. And there's people out there who build a connection and work to silver partners like blooming in the platinum partners that can go out and they can actually keep up with the release before it comes out. And you're being proactive by the reactive from a business need. It was We can't drop data. We need to be efficient. We need to be timely. We need visibility. And looking at Bumi, it met all those needs. We had a connection into nets. We had a reporting tool. We had error messages coming back. We had everything that we needed to manage our own world and take control of it. Or so we thought >>that look. Okay, so get this implemented. What sort of opportunities is the start opening up? You talked about control there, or so we thought. What have you been able to unlock where control is concerned? In the last few years, >>what we didn't realize with what we were doing is that way. We're just basically turning on everything and trying to run this efficiently and fast as possible. And that was really the wrong approach to take what we needed to do it as some governance to it as some logic to it, too, you know, not compete with jobs. There's there's a finite number of avenues into the back end system, you need to utilize it. But there was also tools that we found out inside this system that handled things like error trapping and retrial, logic and time outs and stuff like that. And as we worked with the subject matter experts at Boom, as we worked with the people at Nets, we in our account managers who would show us things and help us long. We learned a lot more about him. When we went live back in February of 2016 we were very excited. We did 1000 orders into our system and one day and we thought, How phenomenal is this? I mean, 1000 orders. How many more orders could you actually look for? And we very soon realized that there was a lot more orders willing to come into our system if we could handle it. >>So what? So when you first started with Bhumi went from some number 2 1000 orders today. What was that original number that you guys were able to handle when it was more of a manual process? >>It depend on how many attempts we could hire that sometimes it was 100 orders we got in. Sometimes it was 100% dependent on people. Also depend on someone, Remember, understands the spreadsheet. >>The Sun's painful, >>painful and not really easy to plan for. >>But you discovered pretty quickly you went from I won't say 0 to 1000. But somewhere in between that realized tha the capabilities, though of this system was gonna allow you to get 20,000 orders per day. Where was the demand coming from? Was it coming from trading partners was coming from their customers? Was it coming from your internal team seeing Hey, guys, I think there's a lot more power here than we originally thought. >>Well, success begets success because we were able to get an order in now in a timely fashion and ship it out there. All of a sudden, I realized we were shipping orders within 48 to 72 hours. It wasn't taking 10 days anymore, so we had repeat customers, which obviously makes your numbers go up. And then, as you know, your experience is good and you share it because social media is the weight of the world All the sudden, you know if if you tell two friends and they tell two friends we start getting more volume. Damn white starts happening is someone realizes they're losing market share of their brick and mortar website. And who was fulfilling the orders for them if they're doing so well and we're losing business and they start knocking on the door saying what? We'd like to work with you as well. And the other thing, too, is just timing. In the United States, it's pretty warm between April and October, and the bulk of perishable and heat sensitive product will ship through one of our warehouses because we have the thermal controls in the programs in place to give a good experience to make sure the product arrives the way it's supposed to be treated. >>Yeah, you were mentioning that when you were on stage this morning with Mandy Dolly Well, Mami CMO and Jason Maynard from Net Sweet that there are obviously, if you order some chocolate. I wanted to get there in the exact state in which I saw it online, right? But there's you've gotta have a lot of access, invisibility and systems to be able to help you facilitate that temperature control, depending on the type of product. >>Absolutely. So we're very proud of the fact that, you know, we're temperature controlled where humidity controlled were suf certified. We've done everything the right way to make sure that what we do is gonna be the best experience that your food is safe. Because, Paramount, the last thing we ever want to do is to keep a product of someone's gonna make your child sex because, you know, you don't want anyone to get sick. But the worst feeling is apparent is when your kid doesn't feel well. So we understand that Andi have a phenomenal staff. Are Q A team will go through and we have ways to test the product to get to the melting point. And we know different products melted different temperatures, and we determine what those temperatures are. We build those thresholds we do calls out to get the weather. No, I'm shipping it from my location to you. What's the temperature of my It doesn't matter if it's cold at your place. It is 90 where I'm shipping it from. So we look at what is it now? Where is it going? What's it gonna be the next few days? How big is it? You know how much product is in there with that? That isn't heat sensitive. And we have a pretty complex algorithm that we put in place That has really enabled us to handle the summer months and give a good product because, I mean a lot of people like s'mores, but they don't want the pre melted chocolate showing up at their house. >>Would agree. That takes the fun out of the bonfire part, right? Exactly. So let's talk about the people transformation because you were saying your 100% dependent on manual Somebody even sending the spreadsheet little into star inputting data to process X number of orders per day went from almost 0 to 1000 overnight with Bhumi, then saw this capacity for 20,000. How have has your team has other business units within candy like finance? How are they benefiting from all of this? What a presume is massive workforce productivity gains that you're giving everybody? >>Absolutely. It was a great problem tohave because as we got bigger and we started getting more and more orders than we got more and more invoices and you know, we got more and more checks in which we always think it's a good thing, but those checks need to be reconciled. They have to be reconciled against the transaction Inside the Nets week. It's no exaggeration that we would have pages printed out with a ruler going down and highlighting one by one on the invoice to make sure nothing was omitted. And we were spending an individual spent an eight hour day, three days a week, just going through direct missile. One invoice that was coming in and we would get two or three a week from them. So it was painful and again also error prone. And these people are very creative, very smart, and they offer so much more to the business that it was a waste of their time in a waste of their intellect. S o del. Booming, we found out, is not just any eyes phenomenal, Aditi, I but it has all these other tools and won. The tools we had was to be able to take the remittance file from the financial institution, reconcile it against the invoice is in the system and create a C S V import that would run that we have a script for that created a cash payment in our system that would actually close out the invoices and be paid so that we don't take care of it. It was done, and finance would basically get the file and e mail to us. We would file it back and they'd run an import. So instead of 250 hours a week, it was five minutes of file. >>That's a dramatics saving hundreds of hours a month, but also faster time to revenue recognition. >>That's a big one, you know, because when you try to get people discounts or give them brakes or if your terms are out there, it's nice to get it in there and keep your system's clean, because you also have to answer to the end of the month. You know you want to close the books and everything in manual processes. Air one the few things that you can't just throw more horsepower at. >>I'm glad you brought up, though from a resource kind of reallocation. Perspective is, these folks, in particular areas of the business, have value that they're not able before weren't able to really unlock and deliver. Now, with the technology in place, they're able to probably focus on more strategic areas of the business or more strategic projects. I also imagine your sales. We said faster time to revenue in revenue recognition, but big boost to candy dot comes sales. Since you've implemented the technology >>direct, I mean the sales numbers have just grown. I mean, as much as we do. No do are forecasting and think where it's going to go. Wee wee drastically underestimated this year. The summer was very, very good to us. Our first year under booming, we ran for 11 months. We did a little over 600,000 orders for that first year. In comparison, in June, July and August this year, we did over a 1,000,000 orders. That's a lot of chocolate. So a >>lot of candy, >>most certainly >>busier time, period. I mean Halloweens in a few weeks, Christmas is coming. How does that compare in terms of like the Flux >>way? Have a peek? Obviously, Halloween Halloween is obviously the time, of course. November 1st, our orders are zero because everyone walks in with a pillowcase of candy from their kids to the office, so it literally goes from a 1,000,000 miles an hour or two nothing, and it's it's kind of eerie. But throughout the summer we stay very, very busy because a lot of the market places don't have the facility and listen, they're great, you know, it's one stop shopping. They have everything, but everything is in a warehouse in that entire warehouse is not properly controlled to handle food products. So they decided it was an advantageous for them to ship, you know, during the summer, and it's poorly monitored as a summer Shipp program. But it's really more of a heat sensitive program because we'll add the thermal product to protect the thermal packaging to protect the product, even in February. I mean, there's some spots in Florida in Texas at a pretty one that you want to protect the item. So it's a heat sensitive program that we're very proud of, and we keep advancing and we keep growing. And, you know, I have. I'm very fortunate. I have a great team. I mean, we're not gonna call out, you know, like Jim and Scott, because that would be wrong to deal with. These guys have been with me from the start, and they put the E. T. I in place. They put the scripting in place that the guys were just, you know, rock stars on. Do I look good because of their effort? And I'm very, very proud of the team we've assembled that does this to make sure that you're and satisfaction is always met. >>Awesome story. So I imagine you know, when we hear like, four out of five dentists recommend this kind of bet. Is the fifth dentist recommending candy dot com? Is that where that guy's been? >>Yeah, he's got four kids >>going through college and >>everything, so he figures candy dot com to go. Way to make the money to make sure those tuition skip. >>All right. Well, Gary, it's been a pleasure to have you on the keys. Thank you for sharing what you're doing with bhumi at candy dot com. We appreciate and thanks for all the candy. >>Oh, our pleasure. Thank you very much for having been a great couple of days. I'm glad to be part of it. >>All right. Our pleasure for John Ferrier. I'm Lisa Martin. You're watching the Cube from Bhumi World 19. Thanks for watching

Published Date : Oct 3 2019

SUMMARY :

and John and I are excited to be talking next with a chief technology officer of candy dot So tell our audience about candy dot com Guinea all that you want dot com in the lines just weren't long enough to put him in, no matter where you checked out, One of the things you said when I met you today whilst eating candy that you guys brought And the technology side talk about how you guys were organized. So you started with, um, how many different partners trading We had one that was interested, one that wanted to work with Austin, and we very rapidly came to become aware of what we needed to do. Tell us about that and what you thought was gonna solve all of our problems. We needed to come up with a better way in a more efficient way to get the data in. Sometimes we were one, and sometimes we were as far away from one is possible and you So when you were looking for the right integration partner, We had everything that we needed to manage our own world and take control of it. What have you been able to it as some governance to it as some logic to it, too, you know, not compete with jobs. What was that original number that you guys were able to handle when it was more of a manual process? It depend on how many attempts we could hire that sometimes it was 100 orders we got in. though of this system was gonna allow you to get 20,000 orders per day. And then, as you know, your experience is good and you share it because social media is the weight of the world Yeah, you were mentioning that when you were on stage this morning with Mandy Dolly Well, So we're very proud of the fact that, you know, we're temperature controlled where humidity Somebody even sending the spreadsheet little into star inputting data to process X number orders than we got more and more invoices and you know, time to revenue recognition. That's a big one, you know, because when you try to get people discounts or give them brakes or if your terms We said faster time to revenue in revenue recognition, I mean, as much as we do. How does that compare in terms of like the Flux They put the scripting in place that the guys were just, you know, rock stars on. So I imagine you know, when we hear like, four out of five dentists recommend this kind Way to make the money to make sure those tuition skip. Well, Gary, it's been a pleasure to have you on the keys. Thank you very much for having been a great couple of days. All right.

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Tony Giandomenico, Fortinet's FortiGuard Labs | CUBEConversation, August 2019


 

>> from our studios in the heart of Silicon Valley, Palo Alto, California It is a cute conversation. >> Well, the Special Cube conversation. We are here in Palo Alto, California, Cube studios here. Tony, Gino, Domenico, Who's the senior security strategist and research at for Net and four to guard labs live from Las Vegas. Where Black Hat and then Def Con security activities happening, Tony, also known as Tony G. Tony G. Welcome to this cube conversation. >> Hey, Thanks, John. Thanks for having me. >> So a lot of action happening in Vegas. We just live there all the time with events. You're there on the ground. You guys have seen all the action there. You guys are just published. Your quarterly threat report got a copy of it right here with the threat index on it. Talk about the quarterly global threats report. Because the backdrop that we're living in today, also a year at the conference and the cutting edge is security is impacting businesses that at such a level, we must have shell shock from all the breaches and threats they're going on. Every day you hear another story, another story, another hack, more breaches. It said all time high. >> Yeah, you know, I think a lot of people start to get numb to the whole thing. You know, it's almost like they're kind of throwing your hands up and say, Oh, well, I just kind of give up. I don't know what else to do, but I mean, obviously, there are a lot of different things that you can do to be able to make sure that you secure your cybersecurity program so at least you minimize the risk of these particular routes is happening. But with that said with the Threat Landscape report, what we typically dio is we start out with his overall threat index, and we started this last year. If we fast forward to where we are in this actual cue to report, it's been one year now, and the bad news is that the threats are continuing to increase their getting more sophisticated. The evasion techniques are getting more advanced, and we've seen an uptick of about 4% and threat volume over the year before. Now the silver lining is I think we expected the threat volume to be much higher. So I think you know, though it is continuing to increase. I think the good news is it's probably not increasing as fast as we thought it was going to. >> Well, you know, it's always You have to know what you have to look for. Blood. People talk about what you can't see, and there's a lot of a blind spot that's become a data problem. I just want to let people know that. Confined the report, go to Ford Nets, ah website. There's a block there for the details, all the threat index. But the notable point is is only up 4% from the position year of a year that the attempts are more sophisticated. Guys gotta ask you, Is there stuff that we're not seeing in there? Is there blind spots? What's the net net of the current situation? Because observe ability is a hot topic and cloud computing, which essentially monitoring two point. Oh, but you gotta be able to see everything. Are we seeing everything? What's what's out there? >> Well, I mean, I think us as Ford, a guard on Darcy, have cyber threat in challenges. I think we're seeing a good amount, but when you talk about visibility, if you go back down into the organizations. I think that's where there's There's definitely a gap there because a lot of the conversations that I have with organizations is they don't necessarily have all the visibility they need from cloud all the way down to the end point. So there are some times that you're not gonna be able to catch certain things now. With that said, if we go back to the report at the end of the day, the adversaries have some challenges to be able to break into an organization. And, of course, the obvious one is they have to be able to circumvent our security controls. And I think as a security community, we've gotten a lot better of being able to identify when the threat is coming into an organization. Now, on the flip side, Oh, if you refer back to the minor Attack knowledge base, you'll see a specific tactic category called defense evasions. There's about 60 plus techniques, evasion techniques the adversary has at their disposal, at least that we know may there may be others, but so they do have a lot of opportunity, a lot of different techniques to be able to leverage with that, said There's one technique. It's, ah, disabling security tools that we started seeing a bit of an increase in this last cue to threat landscape report. So a lot of different types of threats and mile where have the capability to be ableto one look at the different processes that may be running on a work station, identifying which one of those processes happen to be security tools and then disabling them whether they're no, maybe they might just be able to turn the no, the actual service off. Or maybe there's something in the registry that they can tweak. That'll disable the actual security control. Um, maybe they'll actually suppress the alerts whatever. They conduce you to make sure that that security control doesn't prevent them from doing that malicious activity. Now, with that said, on the flip side, you know, from an organization for perspective, you want to make sure that you're able to identify when someone's turning on and turning off those security control to any type of alert that might be coming out of that control also. And this is a big one because a lot of organizations and this certainly do this minimize who has the ability to turn those particular security controls on and off. In the worst cases, you don't wanna have all of your employees uh, the you don't want to give them the ability to be able to turn those controls on and off. You're never gonna be ableto baseline. You're never gonna be able to identify a, you know, anomalous activity in the environment, and you're basically gonna lose your visibility. >> I mean, this increase in male wearing exploit activity you guys were pointing out clearly challenge the other thing that the report kind of She's out. I want to get your opinion on this. Is that the The upping? The ante on the evasion tactics has been very big trend. The adversaries are out there. They're upping the ante. You guys, we're upping the guarantees. This game you continue this flight will continues. Talk about this. This feature of upping the ante on evasion tactics. >> Yes. So that's what I was that I was kind of ah, referring to before with all the different types of evasion techniques. But what I will say is most of the all the threats these days all have some type of evasion capabilities. A great example of this is every quarter. If you didn't know. We look at different types of actors and different types of threats, and we find one that's interesting for us to dig into and where create was called an actual playbook, where we want to be able to dissect that particular threat or those threat actor methodologies and be able to determine what other tactics and corresponding techniques, which sometimes of course, includes evasion techniques. Now, the one that we focused on for this quarter was called His Ego's Was Ego, says a specific threat that is an information stealer. So it's gathering information, really based on the mission goals off, whatever that particular campaign is, and it's been around for a while. I'm going all the way back to 2011. Now you might be asking yourself, Why did we actually choose this? Well, there's a couple different reasons. One happens to be the fact that we've seen an uptick in this activity. Usually when we see that it's something we want to dive into a little bit more. Number two. Though this is a tactic of the of the adversary, what they'll do is they'll have their threat there for a little while, and then local doorman. They'll stop using that particular malware. That's no specific sort of threat. They'll let the dust settle that things die down. Organizations will let their guard down a little bit on that specific threat. Security organizations Ah, vendors might actually do the same. Let that digital dust kind of settle, and then they'll come back. Bigger, faster, stronger. And that's exactly what Z ghosted is. Ah, we looked at a specific campaign in this new mall where the new and improved Mauer, where is they're adding in other capabilities for not just being able to siphon information from your machine, but they're also now can capture video from your webcam. Also, the evasion techniques since Iran that particular subject, what they're also able to do is they're looking at their application logs. Your system logs your security logs, the leading them making a lot more difficult from a forensic perspective. Bill, go back and figure out what happened, what that actual malware was doing on the machine. Another interesting one is Ah, there. We're looking at a specific J peg file, so they're looking for that hash. And if the hash was there the axle? Um, our wouldn't run. We didn't know what that was. So we researched a little bit more on What we found out was that J Peg file happened to be a desktop sort of picture for one of the sandboxes. So it knew if that particular J pick was present, it wasn't going to run because it knew it was being analyzed in a sandbox. So that was a second interesting thing. The 3rd 1 that really leaned us towards digging into this is a lot of the actual security community attribute this particular threat back to cyber criminals that are located in China. The specific campaign we were focused on was on a government agency, also in China, So that was kind of interesting. So you're continuing to see these. These mile wears of maybe sort of go dormant for a little bit, but they always seem to come back bigger, faster, stronger. >> And that's by design. This is that long, whole long view that these adversaries we're taking in there as he organized this economy's behind what they're doing. They're targeting this, not just hit and run. It's get in, have a campaign. This long game is very much active. Howto enterprises. Get on, get on top of this. I mean, is it Ah, is it Ah, people process Issue is it's, um, tech from four to guard labs or what? What's what's for the Nets view on this? Because, I mean, I can see that happening all the time. It has >> happened. Yeah, it's It's really it's a combination of everything on this combination. You kind of hit like some of it, its people, its processes and technology. Of course, we have a people shortage of skilled resource is, but that's a key part of it. You always need to have those skills. Resource is also making sure you have the right process. Is how you actually monitoring things. I know. Ah, you know, a lot of folks may not actually be monitoring all the things that they need to be monitoring from, Ah, what is really happening out there on the internet today? So making sure you have clear visibility into your environment and you can understand and maybe getting point in time what your situational awareness is. You you, for my technology perspective, you start to see and this is kind of a trend. We're starting the leverage artificial intelligence, automation. The threats are coming, and it's such a high volume. Once they hit the the environment, instead of taking hours for your incident response to be about, at least you know not necessarily mitigate, but isolate or contain the breach. It takes a while. So if you start to leverage some artificial intelligence and automatic response with the security controls are working together. That's a big that's a big part of it. >> Awesome. Thanks for coming. This is a huge problem. Think no one can let their guard down these days? Certainly with service, they're expanding. We're gonna get to that talk track in the second. I want to get quickly. Get your thoughts on ransom, where this continues to be, a drum that keeps on beating. From a tax standpoint, it's almost as if when when the attackers need money, they just get the same ransomware target again. You know, they get, they pay in. Bitcoin. This is This has been kind of a really lucrative but persistent problem with Ransomware. This what? Where what's going on with Ransomware? What's this state of the report and what's the state of the industry right now in solving that? >> Yeah. You know, we looked into this a little bit in last quarter and actually a few quarters, and this is a continuous sort of trend ransom, where typically is where you know, it's on the cyber crime ecosystem, and a lot of times the actual threat itself is being delivered through some type of ah, phishing email where you need a user to be able to click a langur clicking attachment is usually kind of a pray and spray thing. But what we're seeing is more of ah, no sort of ah, you know, more of a targeted approach. What they'll do is to look for do some reconnaissance on organizations that may not have the security posture that they really need. Tohave, it's not as mature, and they know that they might be able to get that particular ransomware payload in there undetected. So they do a little reconnaissance there, And some of the trend here that we're actually seeing is there looking at externally RTP sessions. There's a lot of RTP sessions, the remote desktop protocol sessions that organizations have externally so they can enter into their environment. But these RTP sessions are basically not a secure as they need to be either week username and passwords or they are vulnerable and haven't actually been passed. They're taking advantage of those they're entering and there and then once they have that initial access into the network, they spread their payload all throughout the environment and hold all those the those devices hostage for a specific ransom. Now, if you don't have the, you know, particular backup strategy to be able to get that ransom we're out of there and get your your information back on those machines again. Sometimes you actually may be forced to pay that ransom. Not that I'm recommending that you sort of do so, but you see, or organizations are decided to go ahead and pay that ransom. And the more they do that, the more the adversary is gonna say, Hey, I'm coming back, and I know I'm gonna be able to get more and more. >> Yeah, because they don't usually fix the problem or they come back in and it's like a bank. Open bank blank check for them. They come in and keep on hitting >> Yeah >> same target over and over again. We've seen that at hospitals. We've seen it kind of the the more anemic I t department where they don't have the full guard capabilities there. >> Yeah, and I would have gone was really becoming a big issue, you know? And I'll, uh, ask you a question here, John. I mean, what what does Microsoft s A N D. H s have in common for this last quarter? >> Um, Robin Hood? >> Yeah. That attacks a good guess. Way have in common is the fact that each one of them urged the public to patch a new vulnerability that was just released on the RTP sessions called Blue Keep. And the reason why they was so hyped about this, making sure that people get out there and patch because it was were mobile. You didn't really need tohave a user click a link or click and attachment. You know, basically, when you would actually exploit that vulnerability, it could spread like wildfire. And that's what were mobile is a great example of that is with wannacry. A couple years ago, it spread so quickly, so everybody was really focused on making sure that vulnerability actually gets patched. Adding onto that we did a little bit of research on our own and ransom Internet scans, and there's about 800,000 different devices that are vulnerable to that particular ah, new vulnerability that was announced. And, you know, I still think a lot of people haven't actually patched all of that, and that's a real big concern, especially because of the trend that we just talked about Ransomware payload. The threat actors are looking at are Rdp as the initial access into the environment. >> So on blue Keep. That's the one you were talking about, right? So what is the status of that? You said There's a lot of vulnerable is out. There are people patching it, is it Is it being moving down, the down the path in terms of our people on it? What's your take on that? What's the assessment? >> Yeah, so I think some people are starting to patch, but shoot, you know, the scans that we do, there's still a lot of unpacked systems out there, and I would also say we're not seeing what's inside the network. There may be other RTP sessions in the environment inside of an organization's environment, which really means Now, if Ransomware happens to get in there that has that capability than to be able to spread like the of some RTP vulnerability that's gonna be even a lot more difficult to be able to stop that once it's inside a network. I mean, some of the recommendations, obviously, for this one is you want to be able to patch your RTP sessions, you know, for one. Also, if you want to be able to enable network authentication, that's really gonna help us. Well, now I would also say, You know, maybe you want a hard in your user name and passwords, but if you can't do some of this stuff, at least put some mitigating controls in place. Maybe you can isolate some of those particular systems, limit the amount of AH access organizations have or their employees have to that, or maybe even just totally isolated. If it's possible, internal network segmentation is a big part of making sure you can. You're able to mitigate some of these put potential risks, or at least minimize the damage that they may cause. >> Tony G. I want to get your thoughts on your opinion and analysis expert opinion on um, the attack surface area with digital and then ultimately, what companies can do for Let's let's start with the surface area. What's your analysis there? Ah, lot of companies are recognizing. I'll see with Coyote and other digital devices. The surface area is just everywhere, right? So I got on the perimeter days. That's kind of well known. It's out there. What's the current digital surface area threats look like? What's your opinion? >> Sure, Yeah, it's Ah, now it's funny. These days, I say no, Jenna tell you everything that seems to be made as an I P address on it, which means it's actually able to access the Internet. And if they can access the Internet, the bad guys can probably reach out and touch it. And that's really the crux of the problem of these days. So anything that is being created is out on the Internet. And, yeah, like, we all know there's really not a really rigid security process to make sure that that particular device as secure is that secure as it actually needs to be Now. We talked earlier on about You know, I ot as relates to maybe home routers and how you need to be ableto hard in that because you were seeing a lot of io teapot nets that air taking over those home routers and creating these super large I ot botnets on the other side of it. You know, we've seen ah lot of skate of systems now that traditionally were in air gapped environments. Now they're being brought into the traditional network. They're being connected there. So there's an issue there, but one of the ones we haven't actually talked a lot about and we see you're starting to see the adversaries focus on these little bit more as devices in smart homes and smart buildings in this queue to threat landscape report. There was a vulnerability in one of these you motion business management systems. And, you know, we looked at all the different exploits out there, and the adversaries were actually looking at targeting that specific exploit on that. That's smart management building service device. We had about 1% of all of our exploit, uh, hits on that device. Now that might not seem like a lot, but in the grand scheme of things, when we're collecting billions and billions of events, it's a fairly substantial amount. What, now that we're Lee starts a kind of bring a whole another thought process into as a security professional as someone responds double for securing my cyber assets? What if I include in my cyber assets now widen include all the business management systems that my employees, Aaron, for my overall business. Now that that actually might be connected to my internal network, where all of my other cyber assets are. Maybe it actually should be. Maybe should be part of your vulnerability mentioned audibly patch management process. But what about all the devices in your smart home? Now? You know, all these different things are available, and you know what the trend is, John, right? I mean, the actual trend is to work from home. So you have a lot of your remote workers have, ah, great access into the environment. Now there's a great conduit for the obvious areas to be ableto break into some of those smart home devices and maybe that figure out from there there on the employees machine. And that kind of gets him into, you know, the other environment. So I would say, Start looking at maybe you don't wanna have those home devices as part of, ah, what you're responsible for protecting, but you definitely want to make sure your remote users have a hardened access into the environment. They're separated from all of those other smart, smart home devices and educate your employees on that and the user awareness training programs. Talk to them about what's happening out there, how the adversaries air starting to compromise, or at least focus on some of them smart devices in their home environment. >> These entry points are you point out, are just so pervasive. You have work at home totally right. That's a great trend that a lot of companies going to. And this is virtual first common, a world. We build this new new generation of workers. They wanna work anywhere. So no, you gotta think about all that. Those devices that your son or your daughter brought home your husband. Your wife installed a new light bulb with an I peed connection to it fully threaded processor. >> I know it. Gosh, this kind of concern me, it's safer. And what's hot these days is the webcam, right? Let's say you have an animal and you happen to go away. You always want to know what your animals doing, right? So you have these Webcams here. I bet you someone might be placing a webcam that might be near where they actually sit down and work on their computer. Someone compromises that webcam you may be. They can see some of the year's name and password that you're using a log in. Maybe they can see some information that might be sensitive on your computer. You know, it's the The options are endless here. >> Tony G. I want to get your thoughts on how companies protect themselves, because this is the real threat. A ni O t. Doesn't help either. Industrial I ot to just Internet of things, whether it's humans working at home, too, you know, sensors and light bulbs inside other factory floors or whatever means everywhere. Now the surface area is anything with a knife he address in power and connectivity. How do companies protect themselves? What's the playbook? What's coming out of Red hat? What's coming out of Fort Annette? What are you advising? What's the playbook? >> Yeah, you know I am. You know, when I get asked this question a lot, I really I sound like a broken record. Sometimes I try to find so many different ways to spin it. You know, maybe I could actually kind of say it like this, and it's always means the same thing. Work on the fundamentals and John you mentioned earlier from the very beginning. Visibility, visibility, visibility. If you can't understand all the assets that you're protecting within your environment, it's game over. From the beginning, I don't care what other whiz bang product you bring into the environment. If you're not aware of what you're actually protecting, there's just no way that you're gonna be able to understand what threats are happening out your network at a higher level. It's all about situational awareness. I want to make sure if I'm if I'm a C so I want my security operations team to have situational awareness at any given moment, all over the environment, right? So that's one thing. No grabbing that overall sort of visibility. And then once you can understand where all your assets are, what type of information's on those assets, you get a good idea of what your vulnerabilities are. You start monitoring that stuff. You can also start understanding some of different types of jabs. I know it's challenging because you've got everything in the cloud all the way down to the other end point. All these mobile devices. It's not easy, but I think if you focus on that a little bit more, it's gonna go a longer way. And I also mentioned we as humans. When something happens into the environment, we can only act so fast. And I kind of alluded to this earlier on in this interview where we need to make sure that we're leveraging automation, artificial in intelligence to help us be able to determine when threats happened. You know, it's actually be in the environment being able to determine some anomalous activity and taking action. It may not be able to re mediate, but at least it can take some initial action. The security controls can talk to each other, isolate the particular threat and let you fight to the attack, give you more time to figure out what's going on. If you can reduce the amount of time it takes you to identify the threat and isolate it, the better chances that you're gonna have to be able to minimize the overall impact of that particular Reno. >> Tony, just you jogging up a lot of memories from interviews I've had in the past. I've interviewed the four star generals, had an essay, had a cyber command. You get >> a lot of >> military kind of thinkers behind the security practice because there is a keeping eyes on the enemy on the target on the adversary kind of dialogue going on. They all talk about automation and augmenting the human piece of it, which is making sure that you have as much realty. I'm information as possible so you can keep your eyes on the targets and understand, to your point contextual awareness. This seems to be the biggest problem that Caesar's heir focused on. How to eliminate the tasks that take the eyes off the targets and keep the situational winners on on point. Your thoughts on that? >> Yeah, I have to. You know what, son I used to be? Oh, and I still do. And now I do a lot of presentations about situational awareness and being ableto build your you know, your security operations center to get that visibility. And, you know, I always start off with the question of you know, when your C so walks in and says, Hey, I saw something in the news about a specific threat. How are we able to deal with that? 95% of the responses are Well, I have to kind of go back and kind of like, you don't have to actually come dig in and, you know, see, and it takes them a while for the audio. >> So there's a classic. So let me get back to your boss. What? Patch patch? That, um Tony. Chief, Thank you so much for the insight. Great Congressional. The Holy Report. Keep up the good work. Um, quick, Quick story on black hat. What's the vibe in Vegas? Def con is right around the corner after it. Um, you seeing the security industry become much more broader? See, as the industry service area becomes from technical to business impact, you starting to see that the industry change Amazon Web service has had an event cloud security called reinforce. You starting to see a much broader scope to the industry? What's the big news coming out of black at? >> Yeah, you know, it's it's a lot of the same thing that actually kind of changes. There's just so many different vendors that are coming in with different types of security solutions, and that's awesome. That is really good with that, said, though, you know, we talked about the security shortage that we don't have a lot of security professionals with the right skill sets. What ends up happening is you know, these folks that may not have that particular skill, you know, needed. They're being placed in these higher level of security positions, and they're coming to these events and they're overwhelmed because they're all they'll have a saw slight. It's all over a similar message, but slightly different. So how did they determine which one is actually better than the others? So it's, um, I would say from that side, it gets to be a little bit kind of challenging, but at the same time, No, I mean, we continued to advance. I mean, from the, uh, no, from the actual technical controls, solutions perspective, you know, You know, we talked about it. They're going, we're getting better with automation, doing the things that the humans used to do, automating that a little bit more, letting technology do some of that mundane, everyday kind of grind activities that we would as humans would do it, take us a little bit longer. Push that off. Let the actual technology controls deal with that so that you can focus like you had mentioned before on those higher level you know, issues and also the overall sort of strategy on either howto actually not allow the officer to come in or haven't determined once they're in and how quickly will be able to get them out. >> You know, we talked. We have a panel of seashells that we talk to, and we were running a you know, surveys through them through the Cube insights Most see says, we talk Thio after they won't want to talk off the record. I don't want anyone know they work for. They all talked him. They say, Look, I'm bombarded with more and more security solutions. I'm actually trying to reduce the number of suppliers and increase the number of partners, and this is nuanced point. But to your what you're getting at is a tsunami of new things, new threats, new solutions that could be either features or platforms or tools, whatever. But most si SOS wanna build an engineering team. They wanna have full stack developers on site. They wanna have compliance team's investigative teams, situational awareness teams. And they want a partner with with suppliers where they went partners, not just suppliers. So reduce the number suppliers, increase the partners. What's your take on that year? A big partner. A lot of the biggest companies you >> get in that state spring. Yeah. I mean, that's that's actually really our whole strategy. Overall strategy for Ford. Annette is, and that's why we came up with this security fabric. We know that skills are really not as not as prevalent as that they actually need to be. And of course, you know there's not endless amounts of money as well, right? And you want to be able to get these particular security controls to talk to each other, and this is why we built this security fabric. We want to make sure that the controls that we're actually gonna build him, and we have quite a few different types of, you know, security controls that work together to give you the visibility that you're really looking for, and then years Ah, you know, trusted partner that you can actually kind of come to And we can work with you on one identifying the different types of ways the adversaries air moving into the environment and ensuring that we have security controls in place to be able to thwart the threat. Actor playbook. Making sure that we have a defensive playbook that aligns with those actual ttp is in the offensive playbook, and we can actually either detect or ultimately protect against that malicious activity. >> Tony G. Thanks for sharing your insights here on the cube conversation. We'll have to come back to you on some of these follow on conversations. Love to get your thoughts on Observe ability. Visibility on. Get into this. What kind of platforms are needed to go this next generation with cloud security and surface area being so massive? So thanks for spending the time. Appreciate it. >> Thanks a lot, Right. We only have >> a great time in Vegas. This is Cube conversation. I'm John for here in Palo Alto. Tony G with Fortinet in Las Vegas. Thanks for watching

Published Date : Aug 8 2019

SUMMARY :

from our studios in the heart of Silicon Valley, Palo Alto, Well, the Special Cube conversation. You guys have seen all the action there. So I think you know, though it is continuing to increase. Well, you know, it's always You have to know what you have to look for. In the worst cases, you don't wanna have all of your employees I mean, this increase in male wearing exploit activity you guys were pointing out clearly challenge the the one that we focused on for this quarter was called His Ego's Was Ego, Because, I mean, I can see that happening all the time. you know, a lot of folks may not actually be monitoring all the things that they need to be monitoring from, We're gonna get to that talk track in the second. is more of ah, no sort of ah, you know, more of a targeted approach. They come in and keep on hitting We've seen it kind of the the And I'll, uh, ask you a question here, John. Way have in common is the fact that each one of them What's the assessment? Yeah, so I think some people are starting to patch, but shoot, you know, the scans that we So I got on the perimeter days. I ot as relates to maybe home routers and how you need to be ableto hard in that because These entry points are you point out, are just so pervasive. You know, it's the The options Now the surface area is anything with a knife he address in power and connectivity. isolate the particular threat and let you fight to the attack, give you more time Tony, just you jogging up a lot of memories from interviews I've had in the past. I'm information as possible so you can keep your eyes on I always start off with the question of you know, when your C so walks in and says, area becomes from technical to business impact, you starting to see that the industry change Amazon not allow the officer to come in or haven't determined once they're in and how quickly will A lot of the biggest companies you of come to And we can work with you on one identifying the different We'll have to come back to you on some of Thanks a lot, Right. Tony G with Fortinet

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Jon Hirschtick, Onshape Inc. | Actifio Data Driven 2019


 

>> from Boston, Massachusetts. It's the queue covering active eo 2019. Data driven you by activity. >> Welcome back to Boston. Everybody watching the Cube, the leader and on the ground tech coverage money was David wanted here with my co host. A student of John for is also in the house. This is active FiOS data driven 19 conference. They're second year, John. Her stick is here is the co founder and CEO of on shape John. Thanks for coming in the Cube. Great to have you great to be here. So love the cofounder. I always ask your father. Why did you start the company? Well, we found it on shape because >> we saw an opportunity to improve how every product on Earth gets developed. Let people who develop products do it faster, B'more, innovative, and do it through a new generation software platform based in the cloud. That's our vision for on shape, That's why. Okay, >> so that's great. You start with the widened. The what is just new generation software capabilities to build the great products visualized actually create >> way took the power of cloud web and mobile and used it to re implement a lot of the classic tools for product development. Three d cad Data management Workflow Bill of Materials. He's may not mean anything to you, but they mean a lot to product developers, and we believe by by moving in the cloud by rethinking them for the cloud we can give people capabilities they've never had before. >> John, bring us in tight a little bit. So you know, I think I've heard a lot the last few years. It's like, Well, I could just do everything a simulation computer simulation. We can have all these models. They could make their three D printings changing the way I build prototypes. So what's kind of state of the state and in your fields? So >> the state of the Art R field is to model product in three dimensions in the computer before you build it for lots of reasons. For simulation for three D printing, you have to have a CAD model to do it, to see how it'll look, how parts fit together, how much it will cost. Really, every product today is built twice. First, it's built in the computer in three dimensions, is a digital model, then it's built in the real world, and what we're trying to do is make those three D modeling and data management collaboration tools to take them to a whole nother level to turbo charge it, if you will, so that teams can can work together even if they're distribute around the world. They work faster. They don't have to pay a tax to install and Karen feed for these systems. You're very complicated, a whole bunch of other benefits. So we talk about the cloud model >> you're talking about a sass model, a subscription model of different customer experience, all of the above, all of the above. Yeah, it's definitely a sass model we do on Ly SAS Way >> hosted and, uh, Amazon. Eight of us were all in with Amazon. It's a it's a subscription model, and we provide a much better, much more modern, better, more productive experience for the user CIA disrupting the traditional >> cad business. Is that Is that right? I mean more than cat cat Plus because there's no such thing as a cad company anymore. We're essentially disrupting the systems that we built because I've been in this business 30 38 years now. I've been doing this. I feel like I'm about half done. Really, really talking about >> your career. Way to start out. Well, I grew up in Chicago. I went to M I t and majored in mechanical engineering and knew howto program computers. And I go to get an internship in 1981 and they say computers, mechanical injury. You need to work on CAD. And I haven't stopped since, you know, because Because we're not done, you know, still still working here. You would >> have me, right? You can't let your weight go dynamic way before we get off on the M I t. Thing you were part of, you know, quite well known group. And Emmet tell us a little bit >> about what you're talking about. The American society of Mechanical Engineer >> has may I was actually an officer and and as any I know your great great events, but the number 21 comes to >> mind you're talking about the MIT blackjack team? Yes, I was, ah, player on the MIT blackjack team, and it's the team featured in movies, TV shows and all that. Yeah, very exciting thing to be doing while I was working at the cath lab is a grad student, you know, doing pursuing my legitimate career. There is also also, uh, playing blackjack. Okay, so you got to add some color to that. So where is the goal of the M I T. Blackjack team? What did you guys do? The goal of the M I t blackjack team was honestly, to make money using legal means of skill to Teo obtain an edge playing blackjack. And that's what we did using. Guess what? The theme of data which ties into this data driven conference and what active Eo is doing. I wish we had some of the data tools of today. I wish we had those 30 years ago. We could have We could have done even more, but it really was to win money through skill. Okay, so So you you weren't wired. Is that right? I mean, it was all sort of No, at the time, you could not use a computer in the casino. Legally, it was illegal to use a computer, so we didn't use it. We use the computer to train ourselves to analyze data. To give a systems is very common. But in the casino itself, we were just operating with good old, you know, good. This computer. Okay. And this computer would what you would you would you would count cards you would try to predict using your yeah, count cards and predict in card. Very good observation there. Card counting is really essentially prediction. In a sense, it's knowing when the remaining cards to be dealt are favorable to the player. That's the goal card counting and other systems we used. We had some proprietary systems to that were very, very not very well known. But it was all about knowing when you had an edge and when you did betting a lot of money and when you didn't betting less double doubling down on high probability situations, so on, So did that proceed Or did that catalyze like, you know, four decks, eight decks, 12 12 decks or if they were already multiple decks. So I don't think we drove them to have more decks. But we did our team. Really. Some of the systems are team Pioneer did drive some changes in the game, which are somewhat subtle. I could get into it, you know, I don't know how much time we have that they were minor changes that our team drove. The multiple decks were already are already well established. By the time my team came up, how did you guys do you know it was your record? I like to say we won millions of dollars during the time I was associated with the team and pretty pretty consistently won. We didn't win every day or every weekend, but we'd run a project for, say, six months at a time. We called it a bank kind of like a fund, if you will, into no six months periods we never lost. We always won something, sometimes quite a bit, where it was part of your data model understanding of certain casinos where there's certain casinos that were more friendly to your methodology. Yes, certain casinos have either differences in rules or, more commonly, differences in what I just call conditions like, for instance, obviously there's a lot of people betting a lot of money. It's easier to blend in, and that's a good thing for us. It could be there there. Their aggressiveness about trying to find card counters right would vary from casino to casino, those kinds of factors and occasionally minor rule variations to help us out. So you're very welcome at because he knows is that well, I once that welcome, I've actually been been Bardet many facilities tell us about that. Well, you get, you get barred, you get usually quite politely asked toe leave by some big guy, sometimes a big person, but sometimes just just honestly, people who like you will just come over and say, Hey, John, we'd rather you not play blackjack here, you know that. You know, we only played in very upstanding professional kind of facilities, but still, the message was clear. You know, you're not welcome here in Las Vegas. They're allowed to bar you from the premises with no reason given in Las Vegas. It's just the law there in Atlantic City. That was not the law. But in Vegas they could bar you and just say you're not welcome. If you come back, we'll arrest you for trespassing. Yeah, And you really think you said everything you did was legal? You know, we kind of gaming the system, I guess through, you know, displaying well probabilities and playing well. But this interesting soothe casinos. Khun, rig the system, right? They could never lose, but the >> players has ever get a bet against the House. >> How did >> you did you at all apply that experience? Your affinity to data to you know, Let's fast forward to where you are now, so I think I learned a lot of lessons playing blackjack that apply to my career and design software tools. It's solid works my old company and now death. So System, who acquired solid words and nowt on shape I learned about data and rigor, could be very powerful tools to win. I learned that even when everyone you know will tell you you can't win, you still can win. You know that a lot of people told me Black Jack would never work. A lot of people told me solid works. We never worked. A lot of people told me on shape would be impossible to build. And you know, you learn that you can win even when other people tell you, Can't you learn that in the long run is a long time? People usually think of what you know, Black Jack. You have to play thousands of hands to really see the edge come out. So I've learned that in business sometimes. You know, sometimes you'll see something happened. You just say, Just stay the course. Everything's gonna work out, right? I've seen that happen. >> Well, they say in business oftentimes, if people tell you it's impossible, you're probably looking at a >> good thing to work on. Yeah. So what's made it? What? What? What was made it ostensibly impossible. How did you overcome that challenge? You mean, >> uh, on >> shape? Come on, Shake. A lot of people thought that that using cloud based tools to build all the product development tools people need would be impossible. Our software tools in product development were modeling three D objects to the precision of the real world. You know that a laptop computer, a wristwatch, a chair, it has to be perfect. It's an incredibly hard problem. We work with large amounts of data. We work with really complex mathematics, huge computing loads, huge graphic loads, interactive response times. All these things add up to people feeling Oh, well, that would never be possible in the cloud. But we believe the opposite is true. We believe we're going to show the world. And in the future, people say, you know We don't understand how you do it without the cloud because there's so much computing require. >> Yeah, right. It seems you know where we're heavy in the cloud space. And if you were talking about this 10 years ago, I could understand some skepticism in 10 2019. All of those things that you mentioned, if I could spin it up, I could do it faster. I can get the resources I need when I needed a good economics. But that's what the clouds built for, as opposed to having to build out. You know, all of these resource is yourself. So what >> was the what was the big technical challenge? Was it was it? Was it latent? See, was it was tooling. So performance is one of the big technical challenges, As you'd imagine, You know, we deliver with on shape we deliver a full set of tools, including CAD formal release management with work flow. If that makes sense to you. Building materials, configurations, industrial grade used by professional companies, thousands of companies around the world. We do that all in a Web browser on any Mac Windows machine. Chromebook Lennox's computer iPad. I look atyou. I mean, we're using. We run on all these devices where the on ly tools in our industry that will run on all these devices and we do that kind of magic. There's nothing install. I could go and run on shape right here in your browser. You don't need a 40 pound laptop, so no, you don't need a 40 pound laptop you don't need. You don't need to install anything. It runs like the way we took our inspiration from tools like I Work Day and Sales Force and Zen Desk and Nets. Sweet. It's just we have to do three D graphics and heavy duty released management. All these complexities that they didn't necessarily have to do. The other thing that was hard was not only a technical challenge like that, but way had to rethink how workflow would happen, how the tools could be better. We didn't just take the old tools and throw him up in a cloud window, we said, How could we make a better way of doing workflow, release management and collaboration than it's ever been done before? So we had to rethink the user experience in the paradigms of the systems. Well, you know, a lot of talk about the edge and if it's relevant for your business. But there's a lot of concerns about the cloud being able to support the edge. But just listening to you, John, it's It's like, Well, everybody says it's impossible. Maybe it's not impossible, but maybe you can solve the speed of light problem. Any thoughts on that? Well, I think all cloud solutions use edge to some degree. Like if you look at any of the systems. I just mentioned sales for us workday, Google Maps. They're using these devices. I mean, it's it's important that you have a good client device. You have better experience. They don't just do everything in the cloud. They say There, there. To me, they're like a carefully orchestrated symphony that says We'll do these things in the core of the cloud, these things near the engineer, the user, and then these things will do right in the client device. So when you're moving around your Google map or when you're looking this big report and sales force you're using the client to this is what are we have some amazing people on her team, like R. We have the fellow who was CTO of Blade Logic. Robbie Ready. And he explains these concepts to make John Russo from Hey came to us from Verizon. These are people who know about big systems, and they helped me understand how we would distribute these workloads. So there's there's no such thing is something that runs completely in the cloud. It has to send something down. So, uh, talk aboutthe company where you're at, you guys have done several raises. You've got thousands of customers. You maybe want to add a couple of zeros to that over time is what's the aspirations? Yeah, correct. We have 1000. The good news is we have thousands of customer cos designing everything you could imagine. Some things never would everything from drones two. We have a company doing nuclear counter terrorism equipment. Amazing stuff. Way have people doing special purpose electric vehicles. We have toys way, have furniture, everything you'd imagined. So that's very gratifying. You us. But thousands of companies is still a small part of the world. This is a $10,000,000,000 a year market with $100,000,000,000 in market cap and literally millions of users. So we have great aspirations to grow our number of users and to grow our tool set capability. So let's talk to him for a second. So $10,000,000,000 current tam are there. Jason sees emerging with all these things, like three D printing and machine intelligence, that that actually could significantly increase the tam when you break out your binoculars or even your telescope. Yes, there are. Jason sees their increasing the tam through. Like you say, new areas drive us So So obviously someone is doing more additive manufacturing. More generative design. They're goingto have more use for tools like ours. Cos the other thing that I observed, if I can add one, it's my own observations. I think design is becoming a greater component of GDP, if you will, like if you look at how much goods in the world are driven by design value versus a decade or two or when I was a child, you know, I just see this is incredible amount, like products are distinguished by design more and more, and so I think that we'll see growth also through through the growth in design as an element of GDP on >> Jonah. I love that observation actually felt like, you know, my tradition. Engineering education. Yeah, didn't get much. A lot of design thing. It wasn't until I was in industry for years. That had a lot of exposure to that. And it's something that we've seen huge explosion last 10 years. And if you talk about automation versus people, it's like the people that designed that creativity is what's going to drive into the >> absolutely, You know, we just surveyed almost 1000 professionals product development leaders. Honestly, I think we haven't published our results yet, So you're getting it. We're about to publish it online, and we found that top of mind is designed process improvements over any particular technology. Be a machine learning, You know, the machine learning is a school for the product development. How did it manufacturers a tool to develop new products, but ultimately they have to have a great process to be competitive in today's very competitive markets. Well, you've seen the effect of the impact that Apple has had on DH sort of awakening people to know the value of grace. Desire absolutely have to go back to the Sony Walkman. You know what happened when I first saw one, right? That's very interesting design. And then, you know, Dark Ages compared to today, you know, I hate to say it. Not a shot at Sony with Sony Wass was the apple? Yeah, era. And what happened? Did they drop the ball on manufacturing? Was it cost to shoot? No. They lost the design leadership poll position. They lost that ability to create a world in pox. Now it's apple. And it's not just apple. You've got Tesla who has lit up the world with exciting design. You've got Dyson. You know, you've got a lot of companies that air saying, you know, it's all about designing those cos it's not that they're cheaper products, certainly rethinking things, pushing. Yeah, the way you feel when you use these products, the senses. So >> that's what the brand experience is becoming. All right. All right, John, thanks >> so much for coming on. The Cuban sharing your experiences with our audience. Well, thank you for having me. It's been a pleasure, really? Our pleasure. All right, Keep right. Everybody stupid demand. A volonte, John Furry. We've been back active, eo active data driven 19 from Boston. You're watching the Cube. Thanks

Published Date : Jun 18 2019

SUMMARY :

Data driven you by activity. Great to have you great to be here. software platform based in the cloud. to build the great products visualized actually create of the classic tools for product development. So you know, I think I've heard a lot the last few years. the state of the Art R field is to model product in three dimensions in the computer before all of the above, all of the above. It's a it's a subscription model, and we provide a much better, We're essentially disrupting the systems that we built you know, because Because we're not done, you know, still still working here. before we get off on the M I t. Thing you were part of, about what you're talking about. By the time my team came up, how did you guys do you know it was your record? you know, Let's fast forward to where you are now, so I think I learned a lot of lessons playing blackjack that How did you overcome that challenge? And in the future, people say, you know We don't understand how you do it without All of those things that you that that actually could significantly increase the tam when you break out your binoculars I love that observation actually felt like, you know, my tradition. Yeah, the way you feel when you use these products, the senses. that's what the brand experience is becoming. Well, thank you for having me.

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Russ Currie, NETSCOUT | Cisco Live US 2019


 

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back Here in the San Diego Convention Center. I'm student in my co host, David Dante, and you're watching the Cube, the leader in worldwide Tech coverage, and its Sisqo Live 2019 happening. Welcome back to the program. One of our Cuba, Lem's Russ Curie, who is the vice president Enterprise strategy at Net Scout. It's great to see you. Thanks for joining you guys. Thanks for having me. Alright, we always say, we got a bunch of Massachusetts guys that had to fly all the way across the country to talk to each other really well. So a couple hours for the beast hip, all everybody excited. But a lot of excitement here in the definite zone specifically and Sisqo live overall, 28,000 intended you've been to a lot of customer meetings, gives a little insight. What's been your take away from the show so >> far? I think that there's a lot of energy towards the multi cloud called Deployments in general Security. The whole introduction of Umbrella has got a lot of conversation started. It's amazing the amount of cos you see out there talking about just visibility in general, and that's being one of them as well. So it's been a lot of fun. >> Good show this year, Russ. I've been looking for this conversation. We heard from Chuck Robbins in the keynote. He said The network sees a lot of things, and Cisco says they're going to give customers that visibility. Of course, that ties in a lot, too. What Net scouted love, you know, give us. You know, your thoughts on Multi Cloud. How Cisco doing in the space? And how does Net Scout fit into that whole picture? >> Well, I think that one of things as Chuck talks about that, it's the cloud is the one thing, or the network is the one thing that's common for all. Coming along the devices right? I have. If I go into a different cloud, I have one set a performance metrics I might be able to gather about. You look at what device or an operating system. It's all different. But all the communications on the network T C P I. P is common. That really provides that thread that you're able to provide that level of visibility. So it really becomes one of those things that the network is a unique place to gain perspective on both the performance in the security that we're delivering to our customers. So can >> you just summarize the problem that Net Scout solves for our audience? Sure, I think that primarily it's one of these situations where I've been my own prime environment. It was pretty easy. I had access to everything. I could see what was going on. Quite readily. I started introduced visual ization and now traffic start to move much more East West and became a problem for folks. I think can Cisco recently said 85% of the traffic there seeing on the network is East West traffic, right? And then we moved to the cloud, and it's even more obvious gay that I can't see anything in new ways of network traffic. There typically live in clover and desert starting to address that, but really being able to gain that level of visibility so you can understand exactly what's happening just gaining that perspective. So let's explain it. >> I'm going to stay with the East West north seven metaphor. Why is it easier to get visibility in a column? >> Then? It is a row, I think, because in a column is everything exploding north and self. So you've got everything right there, and usually you have a place where you can look into it. But when you're flat, it starts to become really different you're looking at. But advice is talking to know the devices that don't necessarily have to traverse any part of the network it. Khun, stay within. Ah, hi provides, for example, so providing solutions lawyer game visibility into that environment is really important and the protocols that we use their change a bit so traditional tools don't necessarily fit well. So what's the general solution to >> solving that problem? And then I want to understand the Net Scouts secret sauce. But let's stop. Let's start of high level. How does the industry solved that problem? So the industry >> has been trying to solve that problem mostly by looking at the goodwill of third parties, looking at things like net blower, log events and aggregating that normalizing it. You've had solution sets that looked at network traffic, but it becomes very difficult for a lot of folks to make use of that network traffic, and what we've done is really provide the ability to look into that network. Traffic and gain gather from really anywhere it's deployed whether it's public loud, private cloud, our solution said, That's our secret sauce. Our solution. Second go anyway. >> So so add some color to that in terms of your able to inspect deeper through what just magic software you got. You got a pro you send in so >> well. Actually, we have a device. It's called a SNG, and in the virtual world we use something that we call be stream. In the physical world, we have some that we call in Finnish Stream N. G. And that leverage is a technology that we've developed, called Sai, which is adaptive service intelligence and well, also do is watch all that traffic and build meta data in real time so we can surface key indicators of performance and security events. Get that information up into a collection mechanism that doesn't have to normalize that data. It just looks at it as is way. Build it into a service Contact services context laws uses to see across a multi cloud environment in a single pane of glass. Okay, so one of >> the biggest challenges for customers is that they're changing these environment. It's what happens. Their applications, you know, applications used to be rather self contained. Even the bm They might have moved some, but now we're talking about, you know, micro services, architecture, multi cloud environment. There's there's a lot going on there, you know? What's the impact on that for your world, >> Right? That's been exactly it. Weigh three tier application was kind of pretty straight forward, even though at the point we started introducing, we thought that was a really tough stuff. Now what we're doing, as you say, it's doing micro services architectures, and I might take my presentation layer and put out in the cloud and the public cloud in particular. So I'm closer to the UN user and delivering better high performance capabilities to them lower lately, Auntie and the like and I take my application server and I split that up all over the place, and I might put some in public. Claude. I might put some in private club. I maintain some of it in the legacy. So all that interconnection, all that independency is really, really hard to get your hands around and that complexity. We looked at the street study that said 94% of the 600 respondents said that the the networks are as complex or more complex than they have been two years ago. >> Yeah, that's not surprising, unfortunately to hear that, but you know, when we talk to customers out there, it used to be, you know, the network is something You set it up. You turned all your knobs and then don't breathe on this thing because I've got a just where I want today. It can't be like that. You know, I I we know that it's very dynamic has changed. The message from Cisco has been We need to simplify things and, you know, obviously everybody wants that. But how do you make sure you ensure that application, performance and security, without having the poor admit, have to constantly, you know, be getting tickets in dealing with things >> I think are Solution really provides a common framework for visibility, and that's really what I think is really important. When you're starting to infer based upon different data sets, it becomes very difficult to put your finger on the problem and identified. That's really a problem. And it's trying to blend the organization. Let's sit this concept of the versatile list and trying to make sure that people are more capable in addressing problems in kind of a multi dimensional role that they have now in particular network and security. The organizations, they're trying to come together, God, they rely on different data sense, and that's where it kind of falls apart. If you have a common day to say, you're going to have a better perspective, Okay, >> I was just a front from that application standpoint. How much of this is just giving notification to invisibility? Intuit vs, you know? Is it giving recommendations or even taking actions along those lines? >> Yeah, I think it has. It has to give you recommendations and has to give you pinpoints. You really? You've got to be able to say there here's a problem. This is what you need to do to fix it right? I think what often when I'm talking to folks, I say it's about getting the right information to the right person at the right time to do the right thing If you're able to do that, you're going to be much more effective. Yes. OK, so you've got this early warning system, essentially, hopefully not a tulip. But that's what practitioners want. Tell me something. Tell me. Give me a a gap and tell me the action to take before something goes wrong. Ideally. And so you could do that. You could give them visibility on it, Kind of pinpoint it. And do you see the day, Russ, where you can use machine intelligence toe as Stuart suggesting start to maybe suggest remedial action or even take remedial action? Oh, absolutely. I mean, there are some things that you can really do and do quite well. Walking for security events, for example, is the primary one. We've always had the ideas in place in the early days, a lot of folks who are cautious because they wanted to have a negative impact on the business. But when we take a look at ex filtration and blocking outbound connections, if you know the bad actors and you know the bad addresses, you can stop that before it gets out of your network. So people aren't gonna have that X illustration of your information. >> All right. So, Russ, you've been meeting with a bunch of customers here at the show, What's top of mind for them And if some of the conversation I've been having this week, you know, security, you know, has been climbing that that list for many years now. But in your world, what are some of the top issues? >> Yeah, security, definitely. There's no question. I think it's one of those environments where you can almost never have enough. There is always hungry more and more and better and more accurate solutions. I I think I saw something recently. There was a top 125 security solutions that's like top 120 times really way. Doyle The Town 25 Exactly. And I think I D. C's taxonomy has 73 sub categories to the security. So security is, you know, more than a $500 word. You know, it might be a $5,000 word. It's crazy and same with club, right, because it's not like, you know, in fact, I was talking to someone recently, and it's with the club village Go. It's not a club village. A more This is everything we're doing is the cloud. So it's change in mindset. So it's It's interesting as a cloud universe. So what's next for Net Scout, you know, give us a little road map? What Khun observers expect coming from you guys more significant, pushing the security in particular. One of things we see is that our data set really has the ability to be leverage for both security and performance work. Load sport floats were integrating the products that we bought with the Harbour acquisition we bought over networks. And they have a highly curated threat intelligence feed that we're going to bring in and add to our infinite streams and have the ability to detect problems deep inside the network. You know, it's one of these things the bad actors kind of live off the land. They get in there and they know their way around slowly and methodically and drought dribble information. No. Well, the only way to catch that is like continually monitoring the network. So having that perspective so continuing to grow that out and provide again more of that, eh? I aml approach to understanding and be more predictive when we see things and be able to surf. It's that type of information. Security already used to be activists. And now it's become, you know, high crime even. Yeah, even, you know, nation states, right. And the job of ah of a security technology company is to raise the cost, lower the value right to the hacker, right to the infiltrator so that they go somewhere else. All right. Hey, make it really expensive for them. So either get through. But we ve what's like you get through, make it really hard for them to take stuff out. And that's really what you're doing. >> It was like you made sure to lock the front door now because it stopped them. But, you know, maybe I'll go somewhere else, right? It's a little bit >> different. Preventing you wanna minimize your risk, right? So if you're able to minimize the risk from performance and security problems, it's really all about understanding what you've got, what your assets are protecting them. And then when that someone's trying to look at them stopping it from happening, >> OK, last question I have for you, Russ, is being in this Cisco ecosystem out there. We're watching Cisco go through a transformation become more and more software company now, four years into the Chuckle Robin's era. So you know, how's that going in? What's it mean to partner Francisco today? >> It's going really well, and I think that we adopted a lot of way or adopted a lot of what the Sisko has done as well and really transform Nets go from what was primarily a hardware first company into a software first company. You know, it's kind of I was in a conference once and we were talking about software eating the world, right and but ultimately, its hardware. That's doing the chewing right. So I think it's one of those balancing acts. You know, it's Cisco's still of selling a ton of hardware, but it's a software solution sets so they deploy on their hardware. That makes it happen. And it's similar for us. You know, we're building out software solutions that really address the issues that people have building all these complex environments. All right, >> Russ Curie, congratulations on all the progress there and look forward to keeping up with how Netscape's moving forward in this multi cloud world. Thank you. All right, we'll be back with lots more coverage here from Cisco Live, San Diego for David Dante Obst Amendment. Lisa Martin's also here. Thanks, as always, for watching the Cube.

Published Date : Jun 12 2019

SUMMARY :

Live from San Diego, California It's the queue covering the country to talk to each other really well. It's amazing the amount of cos you see out there talking about just visibility in general, you know, give us. But all the communications that, but really being able to gain that level of visibility so you can understand Why is it easier to get visibility in a column? into that environment is really important and the protocols that we use their change a bit so So the industry a lot of folks to make use of that network traffic, and what we've done is really provide the ability to look into So so add some color to that in terms of your able to inspect deeper It's called a SNG, and in the virtual world What's the impact on that for your world, said that the the networks are as complex or more complex than they have been two years The message from Cisco has been We need to simplify things and, you know, obviously everybody wants that. If you have a common day to say, you're going to have a better perspective, Intuit vs, you know? at the right time to do the right thing If you're able to do that, you're going to be much more effective. if some of the conversation I've been having this week, you know, security, you know, has been climbing that And I think I D. C's taxonomy has 73 sub categories to the security. It was like you made sure to lock the front door now because it stopped them. Preventing you wanna minimize your risk, right? So you know, how's that going in? the issues that people have building all these complex environments. Russ Curie, congratulations on all the progress there and look forward to keeping up with how Netscape's moving forward in this multi

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John Maddison, Fortinet | Fortinet Accelerate 2019


 

>> live from Orlando, Florida It's the que covering accelerate nineteen. By important, >> Welcome back to the cubes. Continuing coverage of Fortinet Accelerate twenty nineteen. Live from Orlando, Florida Lisa Martin with Peter Births and we're pleased to welcome back to the Cube. One of our alumni. John Madison, the executive vice president of Products and Solutions from Fortinet. John, It's great to have you back on The Cube >> is great to be here again. >> Lots of momentum. That fourteen that is coming into twenty nineteen with I can't believe we're in April. Already, lots of growth in revenue product revenue was up. You guys talked about the expansion of the partner network with some of your fabric ready partners on already today. You talked about this third generation and security. How fortunate is uniquely delivering that for our viewers who you weren't didn't have the opportunity to attend. Your keynote kind of talked to us about that in this hybrid world. How is supporting that delivering this third generation? What makes you guys difference? >> Yeah, so we talk about the third generation now. Everyone has different generations. That's fine. We call it the security driven networking, and it's really the Genesis ofthe forty nine for a long time in bringing together networking and security into one place. I think these days or in the past, people have built out the networks, the network layer. Then they try and connect users and applications. And they go, Wait a minute, this person security over here in a bit, over here and over there in our mind, start with both. Start with a security driven networking concept. Make sure it works end to end, and that will be the most sophisticated, most secure application and network you can have. >> And what enable supporting that to deliver this unique. Because a number of times today and Ken's key nodes, I think Patrice as well. I can't recall if yours competition came up where the audience was shown the strength in numbers that fourteen that has what makes us unique and what you're delivering. One of >> the key differentiators from the start is being making sure we can run a routing stacks. Sometimes today he referred to as ehs tea. When Stax or so security stacks in a very small footprint, and to do that, you need to spend a lot of money on what we call security processes which go inside our appliances, but to make sure that runs very fast. But having said that, I definitely think customer is going to be in a hybrid world forever for a very long time, at least anyway, where not only appliances but also virtual machines and FBI security. We also talk about this fabric concept that ables to cover the incomplete digital attack surface. So there's a very important point, and we find a lot of customers now agreed that they want to consolidate. They want to make it simpler. They need to move faster to this digital world, and anyway, you have to do that is through a consolidated >> approach. So let's build on this. They want to consolidate. They want to make it simpler, more common, and how the policies and management now along comes. Yet what's the dynamic there? >> But what's happening is that all the people referred to the perimeter disappearing. Okay, that's happening to a certain extent because data's moving into cloud. You've got different one implementations, but what's happening when you do that is to creating New Edge is a really good example, a zesty wherein which used to be very closed off. The one used to be something that connects branch offices back to the data center, but nobody got involved in that. Well, now you're opening up that when two different types of transport mechanism you're creating an edge I always refer to these edges is being created by different trust levels. There is a maybe a secure trust level here, less trust here. It creates an edge, and you absolutely need to protect all those edges. >> Would give us an example that So, for example, when you say differentiated trust levels, my edge might be at a customer location. Is that kind of what versus my edge might be in a branch office? Is that what you mean by different trust level? Push that concept for >> you know, It's more, for example, if I got a branch office and I've got one connective ity going back to my data center that's encrypted and secure. But I've also opened up connected to the Internet, the trust level between that encrypted link on my connection to the to the Internet's very different Internets open. Anyone can see they're so that trust level between those two is very different. and that's what creates the edge. >> And so, therefore, that becomes a key feature in how we design different edge implementations. It >> is. It's also a key requirement on what type of deployment Mody use have appliances have virtual machines. We have clouds, containers. AP eyes going forward. I'm finding that customers are still very reluctant to put software implementations of firewalls against the Internet. Appliances are hardened. They run faster. Having said that, inside the cloud, obviously, and inside software defined data centers virtual fine. >> Where some of those customer concerns that you're hearing >> well, I think what happens is, you know, if you putting a piece of software against the Internet, it's open to all sorts of attack. It's the same as giving I P addresses to anything. It's like a factory that creates an edge as well, and you need to harm that age against that. >> And how can Estevez When How Why is this such a crucial component of digital transformation? >> You know, sometimes markets are over hyped. I remember the Casby marketplace a few years ago. It just was a feature. To be honest, I think sd one extremely important. The reason is important is the SD one controller. That controller eventually tells users and devices how to get to the applications. And so I tell customers that investment for you is extremely important. You need to own it. You need to make sure it's flexible. Need to make sure it's secure. And so I think the SD, where marketplace or one edge is the kind of larger term for it is extremely important investment for customers. Do >> you anticipate that? I mean, you guys invested. You guys put forward a lot of products, made a number of different announcements again, going back to that notion of simplicity, that notion of consolidation. What is the breaking point for your typical group in terms of the complexity of that they can accommodate and absorbed? When we start adding additional function within the overall network, especially from a security standpoint, >> well, I think it's a bit broken already. They're really struggling to keep up from our perspective. No, today we announced our forty or sixty twos are major operating system, and what we try and do is consolidate functionality as much as possible. Inside our fabric through a single console, there was single operations capability, so it's easier for the operations people. For this critique people to implement things and find information. Ross implementing order made in mechanisms like security ratings. We should do a background run off best practices, for example, that make it again easier for those those teams to run a full analysis. What's going on? >> So was it about three hundred features roughly roughly >> accountable individually? >> Okay, good. We'LL do a recount of that, but a tremendous amount of feature addition to forty OS announced today. What are some of the things business outcomes? Peter and I were talking about outcomes with several of our guests earlier. Business outcomes, New revenue streams New product's going to market faster, the also being able to become less reactive, maybe more proactive in terms of security codes. Can you walk us through some of the outcomes that fourteen customers can expect to achieve from some of the O. S announcement in the handsome? It's already >> talked about one, which was the consolidation, which means they can do multiple things with single platform us, an important one for them. Also, some of the some of the cost savings around that's on the operational cost savings. I think also for our partners. For example, they like the fact that we're keeping that we keep adding services on top of that fabric. They can take those services, then apply them to their customers and make sure they can add value inside as well. So there's two angles to it. The one is making sure our customers are better protected. They can consolidate, save money, invest better training and then to our partners so that they can provide more value to their customers. >> So one of the things we're talking about is the fact that you have invested in a six it's and security processing units and content processing units, etcetera, that are capable of accelerating the rate at which these crucial security algorithms run. That opens up That creates additional capacity to add more function both for you as well as your partners. Are you starting to see some of your ecosystem grow faster as they better exploit that inherent power and performance that you have within your appliances and devices? >> Definitely. I think we're seeing new partners come from new areas. It also fragments of it, and that's why we announced this new partner initiative going forward, which is a bit more customizable, but but I, you know, I do think that going forward, both our customers and our partners are looking for more of an architecture approach again. If you go back five years, here's a box and off you go and install it, and we're good on again When you saw the security threats. Yes, we produce a point solution to fix the normal way. Keep moving on. They're now looking at architectures over the next five years, known only just cybersecurity architectures but Network Inc architectures, storage architectures and all coming together. So we definitely need to train our partners. I think here we had over fifty of are what we call Network's network security expert. Eight. It's the highest level of architecture and half of the partners, But going forward, we see much more partner involvement in architecture approach on. Our customers want that because they don't want to have a point solution that's out of date in a year's time or a new threat comes along and makes it redundant. >> So how are you? You mentioned you mentioned network security and storage. What other things are starting to inform that architectural approach that you're taking. >> It's everything now. So we know the factories now a completely automated all that. If utilities of I P addresses are running almost all the way down to the end point, just everything has more flexibility and more open eso. Definitely All that information's bouncing around inside I ot devices inside the wire inside data centers on all that data needs protecting. That's the key of protecting the data. And to do that again, we keep saying you need tohave. An integrated approach to networking and security >> Has the customer work with forty Net and your partner ecosystem to achieve that integrated approach. Assuming that there is a, you know, an enterprise out there that's got a spectrum of hybrid multiplied environment with the spectrum of Security point Solutions pointed it in a different components of an infrastructure. How do you help them on that journey of taking the many disparate security solutions and leveraging the power of fourteen and your partners to get that integrated, truly integrated, consolidate consolidated view? It's a couple >> of steps, maybe, maybe many steps. The first one is, oh, customers don't want to throw everything else straightaway. So what they want to do is build to integrating Connect. So we have some of our partners. Here, for example, are fabric ready partners way have connectors. We build into their platforms and orchestration systems, and that's their first step. Once they get there, they start looking across to see what they can to consolidate. So can they take a specific solution from this and I'm bringing inside? And then eventually they start to look at the long term architecture if they're moving APS to the cloud or they want to open up their wear or the one who provide kind of SD functionality inside their branch, So it's definitely a phase approached. I don't see many customers. Some customers would take an application and created from scratch inside the cloud. They can't do that with their infrastructure, the kind just completely wipe it clean. Start again. It's definitely more of a phase approach. >> So if you think about the face approach on you, talk way heard from, uh, we heard from the sales of sport side the notion that the S P s the service providers want greater customization. The enterprise wants a different level of access to the core technologies, so that they could do not customization. Not exactly remember Jack with the term was what What degree will customers retain control over how that architecture gets implemented versus what degree is going to get baked into the stack itself? A >> bit of >> both, I think, you know, for most customers, they're running towards a digital platform on. They need to own the digital powerful. If they give up complete control, how do they control that destiny going forward? So they want to own the digital platform, but they haven't got the resources to do everything. So that allows saw some to service providers and carriers. Some of the partners, for example. But I'm going to keep coming back to this. They want to get to a point in five years time, but they've got a digital footprint, is very flexible, but they also want to make sure it's very secure because as you open up that digital footprint, you opening up all these different edges. Inside the network, >> it's coherent, which is the are contested approach. Yes, because if they don't have a coherent approach to doing it, they don't know what interfaces are or are not competent, and that includes interfaces with partners. >> Yeah, they have to look forward and say I'm gonna implement X amount in the cloud. Arnot gonna have some edge compute going on here. I want to shake. Make sure my branches have the best quality of service for these certain applications that go back to this. So they would look at all those parameters and an architect, something from there. >> So we know that security network, security app, security info, security cloud security is our imperatives for every industry. But I didn't notice that the breakouts today feature. I think there's a couple of vertical features healthcare, financial services, retail. I was just curious. Are theirs just great use cases that show the potential power of forty nets technologies? Or are those industries that are either early adopters or maybe more leading edge? Because they have such a tremendous amount of data that needs to be secured as their ecosystem does this? >> Yeah. So the industry verticals, I think I think for the very large ones, they're very similar. All of them have I ot this expanding order and wanna have a flexible land system. Almost got something. Some computer power in the cloud and the edge going forward. So I know there's differences and industries. For the very large enterprises, it's the problem. Seems the same. This huge organizations, and they have all of these things going on in the right corner at you. Calm down, Toa mid enterprise. I think there's more reason to consolidate. But you seymour differences in the way the approach, things like health care that really, really focused on that healthcare kind of security of devices inside hospitals, et cetera. Education. Oh, they need to connect in these big data banks. Transfer the research information. So big organizations, I say pretty much the same problem. Midsize organizations become more relevant to the specific industry. >> Well, John, thank you so much for carving out some time to speak with Peter and need Today. We appreciate that. And it's exciting to see and feel the mo mentum the forty Niners bringing into twenty nineteen. >> Well, thanks for inviting me. >> Our pleasure. We want to thank you for your time is well for Peter. Boris. I'm Lisa Martin. You're watching the Cube

Published Date : Apr 9 2019

SUMMARY :

live from Orlando, Florida It's the que covering John, It's great to have you back on The Cube of the partner network with some of your fabric ready partners on already today. it the security driven networking, and it's really the Genesis ofthe forty nine the audience was shown the strength in numbers that fourteen that has what We also talk about this fabric concept that ables to cover the incomplete more common, and how the policies and management now along comes. to be very closed off. Is that what you mean by different trust level? the trust level between that encrypted link on my connection to the to the Internet's very different And so, therefore, that becomes a key feature in how we design different edge implementations. of firewalls against the Internet. It's the same as giving I P addresses to anything. And so I tell customers that investment for you is extremely made a number of different announcements again, going back to that notion of simplicity, for example, that make it again easier for those those teams to run a full New revenue streams New product's going to market faster, the also being able then apply them to their customers and make sure they can add value inside as well. So one of the things we're talking about is the fact that you have invested in a six it's and security It's the highest level of architecture and half of the partners, What other things are starting to inform that architectural And to do that again, we keep saying you need tohave. Assuming that there is a, you know, an enterprise out there that's got a spectrum of hybrid they start to look at the long term architecture if they're moving APS to the cloud or they want to open up their wear or level of access to the core technologies, so that they could do not So that allows saw some to service providers and carriers. Yes, because if they don't have a coherent approach to doing it, Yeah, they have to look forward and say I'm gonna implement X amount in the cloud. amount of data that needs to be secured as their ecosystem does this? I think there's more reason to consolidate. And it's exciting to see and feel the mo mentum the forty Niners bringing into twenty We want to thank you for your time is well for Peter.

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Jeff Foley, Siemens | Fortinet Accelerate 2019


 

>> Live from Orlando, Florida It's the que covering Accelerate nineteen. Brought to you by important >> Welcome back to the Cubes Coverage of Fortinet. Accelerate twenty nineteen. Live from Orlando, Florida I'm Lisa Martin with Peter Burress, and we're welcoming to the keep for the first time. Jeff Fully senior business development manager from Siemens. Jeff. Thanks for joining Peter and me today. >> Thanks for having me appreciate >> it. So everybody knows Seaman's in some form or fashion or capacity. Ah, here we are in a cyber security event. Talk to us a little bit about what Seamen's and Fortinet are doing together as partners and a little bit about your role in business. >> Sure, so the organization the part of semen that I'm a part of, is more of a digital industries. So what we do is ah, lot of NT operational technology environment area. So it's it's more of the harsh environments oil and gas, waste water, rail transportation. So we do a lot of the communication and the cyber security around that. We're working with Fortinet in order to bring the best of the practices on cybersecurity into that OT environment. So we're doing a collaboration between the two because there's that communication that needs to happen. They still need that access point into at OT environment >> Now. Explain why? Because because, you know, guys have grown up presuming that everything was going to be connected and a lot of business leaders presume that everything's going to be connected. The okey guys have had to work in a very, very different world where they had to do real time work, sometimes for thirty years. So take us a little bit through that dynamic. And why is it that today we actually Khun, start having conversations about how these two things come together, work together and generate value together? >> Sure, so typically from operational technology environment when they put something together, is normally for a twenty or thirty year span. They want to put something in the network and the environment that's going to last. That's going to be out there. It's not. They don't change it. They don't upgrade it normally, as they do in the ninety environment, which typically has like a five year life cycle. So in OT environment, what's happening? Noah's know times are changing and all these cyber attacks are happening. They're being mandated to do this. A good example is, in two thousand five, President Obama signed into a legislative order that you, we must in the US secure critical infrastructure and part of that securing that, saying We're going to make sure that you know we're not going to be happy because in the utility market, if we take down four of the major interconnects between their power grid than that stated that us had become a third world country in eight days. So what we're doing is >> not do that. >> No, we're trying to help prevent that. So by doing so, we need to add security. And historically, from noti environment, it's always been about there's not been remote access. There's not been that connectivity. It's always been about electrical and mechanical devices. But now is these devices are getting smarter. They're getting Mohr intelligent. There's more information to get out of it. You get more efficiency and more information out of so you can know. Do your job better. You could do remote access. And like in Florida, here we have a bunch of hurricanes. There's the ability to say after a hurricane, I could get remote access or I could do that communication out to these devices where you wouldn't be able to do periodically in the past. So because of that, because connectivity we need to start securing our infrastructure to make sure that no, as we get access to that potential, that the bad guys get access to those devices, too. So we're working with our product portfolio and partners like Fortinet in order to make sure that we're applying the best of the security in the O t world. >> So when this convergence, we're talking probably with folks who are not used to change. Change is hard for everybody. However, as you said and back in two thousand five became a presidential mandate. But also it >> was two thousand fifteen >> two thousand five. Obama signed in tow the listen president till two thousand. And I'm sorry. >> Thank you for the mass >> housing one. >> Yeah, just years ago on the math expert. So just a few years ago, there was this mandate from President Obama which we clarified was only four years ago. So but historically, folks that are not used to having to change system so quickly. Yet here's this mandate. There's also this increasing abundance of separate tax. How do you have those, I presume, difficult conversations with Theo Teesside about the opportunity for OT convergence and the benefits and why they have to get on board with this. >> So historically, from the OT side, they've been very reluctant to do something like this. They want to own their own environment. They want to do that. It's always been the perception that if you bring that cyber security of the world into that OT environment, it's going to hinder their operations. But that's not really the case. The convergence of T and O. T has been happening for decades now. I started my job seem it's in two thousand in the telecom world, and we were doing that convergence of n ot back in two thousand when we're doing voiceover. I pay right because that was happening back then. So this convergence of Tino Tee is It's an ongoing thing. It's just in. Different markets are different industries, so now that we're doing that, we're bringing it in there. They're starting to have that conversation, but then it becomes a really who owns that The operation are who owns that security? No ot still wants to drive their own. They want to own their own. Where I saying, Look, I know we have the knowledge we have experience. Let's help you get there So there's generally a demarcation point that they've come to an agreement on where I Teo say we're going to help you to this point. And then you can own all the critical assets out on the far end. >> So let's talk about that demarcation point. What constitutes what characterizes that demarcation point? What are where are we today? Because we're moving from hardwired, uh, thirty year footprint to increasingly wireless, uh, faster. We're moving towards that, but we're how far our way when you talk to customers. What is what are the attributes of that demarcation point? It's >> interesting because we sew it. That goes everything we saw of customers that are on dialogue, communication, serial communication, Ethernet fiber, wireless. Lt s o. There's a broad range of that we call the pipe. So you know the pipe is the communication just between the side down to the OT side really helps to find that demarcation is when you get down to what are the critical assets, what's really the operation or what's making money for that company on those of the assets, which really the operational organization's own and then the side really provides that communication down to that to that ball. >> Got it. So it's really business specific. But are we starting to see Are we started to see? Well, it's got a little bit more processing power or it's got a little bit more. There's the's security attributes that are associated with it or ot guys picking up on T related security, starting elements of it faster than others >> they are on. But really, it's it's ah, it's region and as industry specific and it's really what's driving it So like in the U. S. Like I meant in the utility sector, three utility sector has requirements called no exit, and these narcs IP requirements said you must do these things and they get very specific to the point of. You must have something that will detect anti virus or malware. You must do this if you look into Canada. Canada just recently passed away. Be requirements for Ontario and those are based upon framework cyber security framework to do that. So it's really debate the industry that they're in and the region that they're in. That's what's really driving that our how deeper and far they're going to go. >> And it goes back to your original point that it's being driven by regulatory edict or a past exposure and trying to make sure it doesn't happen again. >> They don't want to make the news, and they don't want to be pushed by the government. But those were really the two things in the operational technology or environment that's really driving for that cyber. >> Thank you, Sierra, One of your favorite success stories that really highlights the opportunities that O. T. And I t Convergence have enabled for customers of forty nine Seaman's >> Oh yeah, there's, ah again because I'm global experience. No, I've got around the world, but actually one of the favorites is Actually, there's two of them that have happened just here in North America, Oneness in Texas and one is in Canada. And both of these requirements came to say that they had a specific date, that they needed to make requirements to meet the regulatory otherwise, that they were going to get fined and they came to us and it is both home were pretty last minute. So what we're able to do is to say, Look, we have this platform that's rated for harsh environment. That's no into your networking to provide that communication. So then what we could do is we can work with our partners, put that application on that OT environment and then install and get certified for your application. So there was two of you, Like I said, one in the U. S. And one in Canada. Which way made the deadline's where they came back and said, No, thank you very much, very appreciative. >> And how quickly were you able to get this up and running is that they didn't miss the deadline and we're able to certain gleanings value from this. >> I just did a write up on one. We got a phone call on a Friday that they needed to provide a solution. So we worked over the weekend, and on Monday we proposed a solution. So once you do that, no, obviously they need to go through their value chain to get to sign offs, and we have to go through our process. But it was within thirty days were able to install it make their deadline and make sure that they were compliant. >> That's a pretty good marketing message to deliver that you guys could enable Such It is such a big convergence and it's a month's period >> of thirty days. >> Pretty impressive. >> That was, That was That was one thing that I think we all worked out. There was a deadline. We all work toward that. It was a trusted partner thing, you know. The customer came to us, they were asking for some stuff. They trusted us to do that. So like I said, we worked over the weekend, help them do that. We felt we had the right solution to address their requirements and at the end of the day were ableto meet that thirty day deadline. >> But the trust is not just with you. It's not just a seaman's. It's with an expanding array of cos it Seaman's is working. That's correct. What is it like working with a company like Ford Net to try to ensure that these new domains that are characterized by enormous uncertainty, technological operational organisational are not undermined by challenges of crafting that sushi solution together in such ways, it can be implemented quickly and with a high degree facility. >> I think it's a great opportunity for saying it's important not to be working together only from the fact of Fortinet has got the history. They've got the technology. They've got the name in their market space on DH. They've got the capability to deliver that Siemens. And for if you look from our customer space in our environment, no, we're very well developed, well entrenched in our customer. So to be able to bring the technology and the experience and the know how and bring that those cyber security requirements which are now being pushed down into the OT environment in and no amount of time it's not. There's no development needed, there's no additional stuff fourteen and already has that knowledge from the space. So to bring that into the environment, it's very beneficial. I think both of us, in order to help drive their customer opportunities in our market. >> And they talked a lot this morning during the keynote about where they are from the competitive leadership perspective that was peppered, ah, lot throughout the first at least ninety minutes of the keynote. But presumably obviously everybody has choice. Everybody likes choice. Simons has choice there. I'm just curious to get your take on some of the announcements that came out today from Fortinet. Does that excite Seaman's? Were you involved in that? In terms of being able to take the next set of customers who have the same challenge that you describe with the Texas based on Canada based customers and show them we can help you together? Seaman's importing that transform in thirty days. >> I think it's very exciting with fourteen that's doing in the new capabilities and functional yet they're coming out with. I think that's really going to be able to enhance our offering because it's really a differentiator for us. If you look at us from the operational technology side, there's not a lot of people out there that can actually do with porting that's able to bring to the table. So all these additional features functionality that was coming out by Fortinet to be able to put it on to our platform and our environment and to be able to offer that in the operational technology side. So I think it's a big differentiator from our competitors for both forty and for seeming to be able to jointly provide this offering to our customers. >> Just one question about your competition. A lot of companies like Siemens, especially that especially strong in the OT space, not just your customers. But suppliers like yourselves have also struggled a bit as they try to find a Z trying navigate that way forward to convergence of tea. No tea on appropriate convergence of tea. No tea. What is it about Seamans that has allowed you to not stub your toe or cut off your leg? Like some of the competitors, >> I believe that's because we've had a long history in both the A I T o T space. If you look at the vertical, are the digital industry that we're in right now. It's been very much ot centric for the last twenty five thirty years, but we have seen minces No. Three hundred seventy nine thousand people worldwide strong. We're very embracing the newer technology and the newer capabilities myself coming. No, starting with Siemens twenty years ago with a nice background being able to bring that knowledge that ability and doing that convergence of the idea no t within Seaman's for so long. I think we understand our customers, and we've been listening to them. And then we're partnering up with companies like Fortinet. Health says, Bring that technology that capability to our customers >> said that expertise, that partnership, What's your recommendation has be wrapped things up here for customers who are at the precipice of being able to understand why I know Teenie to converge with your recommendation for them to tackle this challenge successfully. >> I think the best advice I could have is let's sit down and have that conversation. Let's see what the requirements are. Let's see what they're trying to accomplish because I believe with the solutions that Siemens has between communication, the network in the security and then they technology and the capability that forty nets bring to the table we can to help design a customized solution for their environment in order to make sure that they can address their cyber security needs >> and do so quickly. Well, Jeff, thank you so much for joining Peter and me on the cute this afternoon. We appreciate your time. >> Thank you for >> for Peter. Boris. I'm Lisa Martin. You're watching the Cube

Published Date : Apr 9 2019

SUMMARY :

Brought to you by important Welcome back to the Cubes Coverage of Fortinet. Talk to us a little bit about what Seamen's and Fortinet are doing together that needs to happen. going to be connected. saying We're going to make sure that you know we're not going to be happy because in the utility There's the ability to say after a hurricane, I could get remote access or I could do that communication So when this convergence, we're talking probably with folks who are not used to change. And I'm sorry. So but historically, folks that are not used to having It's always been the perception that if you bring So let's talk about that demarcation point. side really provides that communication down to that to that ball. But are we starting to see So it's really debate the And it goes back to your original point that it's being driven by regulatory edict or They don't want to make the news, and they don't want to be pushed by the government. opportunities that O. T. And I t Convergence have enabled for customers of forty came to say that they had a specific date, that they needed to make requirements to meet the regulatory otherwise, And how quickly were you able to get this up and running is that they didn't miss the deadline and we're able So once you do that, no, obviously they need to go through their value chain to get to sign offs, and we have to go through our process. So like I said, we worked over the weekend, help them do that. But the trust is not just with you. So to bring that into the environment, it's very beneficial. the next set of customers who have the same challenge that you describe with the I think that's really going to be able to enhance our offering because it's really a differentiator for us. What is it about Seamans that has allowed you to not Health says, Bring that technology that capability to our customers I know Teenie to converge with your recommendation for them to tackle this challenge successfully. that forty nets bring to the table we can to help design a customized solution for their environment in Well, Jeff, thank you so much for joining Peter and me on the cute this afternoon.

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Charles Phillips, Infor | Inforum DC 2018


 

>> Live from Washington, D.C., it's theCUBE! Covering Inforum D.C. 2018. Brought to you by Infor. >> Good afternoon, and welcome back to the Walter Washington Convention Center, we're at Inforum 2018, here live on theCUBE, John Walls with Dave Vellante, and it's a pleasure now to welcome the CEO of Infor, Charles Phillips with us. Charles, good to see ya! >> Good to see you guys again, another year. It's great, it's great. >> Yeah, I tell ya, you are a man of demand aren't you? I mean, tell me about the week so far for you, how it's gone, and just your overall thoughts about the show? >> Yeah, it's been a fun Inforum for 2018 here. Great attendance, and a lot of energy level, and the common feedback we get is you guys just keep innovating and bringing new things, this is great, and that's why they come, they want to see what we're working on and kind of dream the art of the possible. We know what you, what we think you get a couple years ago, but if we don't have someone pushing us and painting a picture of what we could be doing, and we just think we might be missing it, so we want to hear it first hand. So that's what the conference is about, and hopefully they got that. >> Well, certainly thematically, human potential, you talk about that, you see that on the keynote stage, that's been a very consistent theme with our guests here, we've heard that a lot, you hear it down on the show floor. Talk about the theme if you would, a little bit, in terms of it's development, where that came from, and in how you think that's being expressed here this week. >> Well, we're one of the few companies that build mission critical operational systems, be it manufacturing or hospital operations, but we're also in HCM in a big way. And so we were talking to kind of both sides of the house, for some applications you're talking to the line of business manager, but for HCM you're talking to the CHRO, and rarely were those two people talking, and we saw obvious synergies. Don't you want to know how your people are doing, how to allocate people, and how they're performing, how they're changing the outcomes on a manufacturing floor or in a hospital, and a lot of HR directors weren't thinking like that because they think of HR, and they have their own world, they go to HR conferences and that's it. And the manufacturing guys are the same thing, and so we're trying to bring these two worlds together and say "Actually, you're in the same business, it's the same goals, and you actually could help each other a lot." And so by focusing on putting the employee at the center of all these applications and mapping all these operational processes to HR data, it's a different way of thinking about the role of HR. They can actually help drive the business, not just be an administrative function, and so it's resonating with a lot of the CHROs we met with, 'cause they want a seat at the table, they want to be more strategic, and this is a way for them to do that and at the same time the operational people want to know how their people are doing, want to develop talent, and want to know what are the tools out there I could be doing differently, and how am I doing, and which employees are working the best So, I think we can bring both sides together. >> So I first met Infor through AWS, at re:Invent, Pam Murphy came on, and we were like Infor? Back then it was like 2012, 2013 was kind of Infor who? And then we were invited to New Orleans, and then started to learn more about your micro-vertical strategy and a little bit about the platform, it was somewhat opaque to me. And now, fast forward last year and this year it's really starting to come in to view. The OS, the platform vision, the Birst acquisition, and of course Coleman, and I'm a sucker for platform plays especially when there's real R&D behind it that's actually having a business impact. So I wonder if you could talk about that piece of the strategy, I love the stack, was that sort of always your vision and now you're getting aggressive in it, did it sort of come together serendipitously, how'd we get here? >> Having our own stack and a platform was always the vision, but it's a lot harder to do than it sounds like, and it takes time. And so, when we arrived almost eight years ago, there were different applications, all had their own separate stacks and would say "This is not going to work." So, we need, just to be able to scale, to be able to serve multiple industries with different products, we can't have every development organization building their stack as well. So we set about taking that away from the development groups we're going to do this as a shared service, but it takes time, and as we build it you will adopt components of it. So what's changed is we've built out the entire stack, so, starting with ION, with integration, then we added document management, workflow, analytics, now AI and a lot of other services, Mongoose, platform as a service, on and on and on, in collaboration, those things took time, they're all on a single platform, federated security, single siloed across it all, and now it makes the developers job who's developing apps so much simpler. So they have Infor OS for the immediate platform, for cloud services they have AWS, I don't have to worry about any of those things anymore, just go and develop industry functionality. So, it's come together nicely, but the fact that we had the time to do it and the money to do it, and we weren't public, and we told our investors "This is the only way this is going to scale, this is the future, and it'll pay out later, you just got to trust us." And now that we've gotten there, they're seeing the synergy and go "Okay, now we see why you did that." >> So, Michael Dell's been on theCUBE many times, he used to talk about the 90 day shot clock, we obviously see what he's done in terms of transforming; but I want to talk about your business a little bit, because you've had that patient capital, I mean you're a quasi-public company in the sense that you do report so we can see the numbers on the income statement, but the income statement doesn't really tell the whole story It's about three billion in revenue, several hundred billion dollars on the balance sheet, but if you look at the SaaS component of it it looks rather small, maybe about 25% of the business, but from a booking standpoint I'm sure it's much, much larger than that. So how should we interpret the income statement in terms of the momentum in your business, where is all the action? >> So as a percentage of our sales, it's the highest of any of our competitors, so, about 70% of our new sales are on SaaS, we have about a $700 million SaaS business, so it's growing. There's nothing we can do about the maintenance piece of it, if it's related to perpetual, so if you take that out, it's a big percentage of our business. And over time the maintenance will turn into SaaS, so that's one of our big opportunities to look at that maintenance space and say "Move those over to cloud customers." and that's usually a financially lucrative thing for us to do, because we do even more for them, because they usually add on four or five other products when they move, they replace these third party products and so we get a bigger suite of products if they decide to move to the cloud. So that's part of the strategy, that's what UpgradeX is, let's move you from on-premise, so that maintenance revenue will turn into SaaS revenue, but bigger SaaS revenue over time. >> So let me make sure I understand, so it's not the classic case where you see a lot of software companies that are going from a perpetual model to a ratable model, you're goin' from a maintenance model which is ratable to a ratable model which is SaaS, but there's cohorts sales which increase the top line, is that correct? >> Exactly. So usually, because of what we do, we're doing something mission critical. So if you're going to take that, then you should do ACM financials, all the other things around it. So why would I move to core and leave the edge on-premise? So, almost by definition we have to do the whole suite. So when we do that it expands the deal, 'cause on-premise we may have been one vendor with 30 other ones existing, but the whole reason they want to get out of all of that is to move to the cloud and simplify. So we can't take all that with us, so we have to have the full suites, we've built that now. So now we can move them, but, it expands the size of the deal because we're replacing all these other products. >> Okay, and then some of the stats, just correct me if I don't get this right. Your SaaS business grown 50% faster than Oracle's, growing at a rate, I'd say 2X SAP's and a rate comparable to Workday, are those correct figures? >> Those are correct, and profitable. >> Oh, and profitable. >> Throw that in. (all laugh) >> Right, so okay. And then last year Koch Industries invested, so you kind of recap the company, you've made a big deal about that. One of the things that we've noted is you're seeing a tailwind there in terms of guys like Accenture and Capgemini, we've asked them "Do you guys service Koch Industries?" they said "Yep!" they helped us see the opportunity, and they said "Look, look for something substantive, we're not going to try to force you to do something, but we want you to take a look." So that's been helpful. Talk about that and maybe other things Koch has brought to the table? >> It's a, the relationship with the integrators is evolving, it probably was not a plus for us in the first four, five years. More recent years we've won enough deals where they had to say "Okay, we can't keep losin' these deals." And where they wanted to get engaged. Koch helped, because they had relationships and they wanted to run that business, that's why they're implementing our products globally, and so, they're a large customer for all of these guys, and one of the largest for Deloitte for instance, but what's really more-- that helped, but it was more the, what was happening in the market, the fact that we're in a Liberty Steel and replace SAP, or that we're in a Travis Perkins interview with SAP and Microsoft, so, if you're on the wrong side of those deals enough times your manager starts to ask you what's goin' on, and you got all these people on the bench here, okay, we train them for Infor if they're winning in that region, or in that industry. So, we just had to earn our way into it, our initial strategy was not one that, at least on the surface, looked like it was integrator-friendly because we were trying to take all those mods they like to do and put 'em in the product, and that's the whole thesis, let's the take the vertical industry features and let's put it in there once, I don't want everybody customizing my apps, we do that. And so now they've had to move up, okay we can do other things, configuration, changed management, there's AI, there's other things you can do, but you're not going to do that. So now that they've accepted that, there's a basis for us to work together, and, it just had to take time to get there. >> What can you tell us about where you want to go with this? I mean you've presided over public companies before, you know that business well, you were a rockstar analyst, is there an advantage to being a public company, is that something that you eventually want to do? >> I would say there are pluses and minuses, our board is evaluating that, that's going to be their call. The upside is, it would solve probably our biggest challenge which is brand recognition, almost instantly, because would be a top 10 tech IPO. It makes it a little easier to hire people because they can see public currency, they can value more quickly, and it gives you some acquisition currency; so those are the positives. But then you're on the 90 day cycle, and we're kind of on that anyway, 'cause we report publicly and we have publicly traded bonds. So for us it's, in some sense we have the worst of all worlds, right? We have the discipline of being a public company, and the scrutiny, without the capital, (laughs) and the branding, so. I think that's what everybody's evaluating. Every bank on Wall Street's visiting us telling us to go now, the window's great, you have the numbers. >> Oh, of course. (Dave and John laugh) >> And so, so we could do it, I just don't know what their decision's going to be. The advantages to being private as well, you have a little more flexibility obviously, and, we don't need the capital, we have plenty of capital coming from Koch and others who want to invest. >> Well, the flip side of that too, is you get to write your own narrative, right? >> Yeah. >> I mean, we're talkin' about the nuances of the income statement, the Street is obviously right now hooked on growth heroin, and if you got the transition in the base it doesn't become a tailwind, so, no rush from that standpoint. I want to pivot to the theme of this event, which is the human potential. My understanding is you sort of were instrumental in coming up with that. HCM this year got a big play on stage, where's that come from? >> Yeah, just as I talk to CEOs who are struggling to find talent, like I mentioned on stage 6.7 million jobs that are unfulfilled. It's not like we don't have people here, we have people here with their own skills, so, you're not going to fill those jobs any other way, we're not doing immigration to any degree and scaling more, that's been shut down. We have an aging population with the baby boomers, so the most logical thing that you would do is train people who are already here who want to work. And, let's take people who have jobs that they probably aren't thrilled about, and give them different skills so they can fill these 6.7 million jobs. So to do that, you have to make these applications easier to use, and I felt like we're probably in the best position to do it because we actually know what they do for a living, 'cause we wrote all those last features in those industries, we understand what they do. And if you're just doin' HR replication or financials, you actually have no idea what they do. So, we had to learn those jobs to automate those jobs, so we can find ways to use our HCM applications to better train people, professional development, coaching, take all these HR skills, and put them as part of the applications in the context of while you're working. >> We had Anne Benedict on just a little bit ago talking about really a test case that you can be for yourself. So how are you putting these things to practice yourself, and how are you working out maybe some kinks before you take them out to somebody else? And so, you can leverage your own success for your own success, and also learn from mistakes too I would think. >> We do. So we have this program called Infor at Infor, where everything we do, we want it to be on an Infor product, which was not the case when we arrived. Like a lot of companies, a mish mash of different things, and so we've implemented not only HR Financials of course, Birst, but the big innovation has really been talent science, that every employee we hire has to take that test, and all the executives have taken it as well. And what we've discovered is, is that, when people hire and go against the talent science recommendation, 68% of the time they end up being wrong. So it's better at judging people than people are sometimes, and you can't use it exclusively, but it'll tell you these are the things you should look into, some questions you might want to ask, here's how they rate on certain skillsets, they're very well meshed for this job, they look like they'd see their best performance in this area, but ask these questions. And so people don't know how to interview and how to think about this, and so, having a guide to go into an interview is actually pretty helpful. We hire much better people now by using that. >> So it's like StrengthsFinder in a way? >> No, it's different from that, this is AI, it's kind of Moneyball for business people. >> Well you're talking about that today, almost there. >> Yeah so it's 39 personality attributes, behavioral attributes we call them, so, empathy, resistance to authority, do you have the ambition or not, and depending on the job, you think all those things are good, depends on the job, so. For some jobs, it's actually better to have low ambition because, a lot of our customers who have low wage, fast food service jobs, people who have ambition are going to leave in four months, right? They're not going to stay, so, okay we're not going to be here long, at least know that going in, and know who wants to get promoted, and other people are fine with it. And so it depends on the mix of skills, just like I said, 39 attributes, and for that job role, you tune it to the people who like that job, they look like this. And, we've also found that it's 60% more diverse when you hire using science, because you don't know that when you're looking at the data, what they look like. >> It must've been super interesting getting those reports. You took it, obviously right? >> Yeah I took it. >> How'd you do? (laughs) >> Uhhh, nobody really likes their profile. (all laugh) >> I was going to say, I imagine I would be really defensive about this, oh I don't know. >> This can't be right! >> That is not me! I am not like that! (all laughing) >> Every person on our executive team said the same thing so. That's what it's for is to, you have certain perceptions even about yourself, and it calls it out, right? And there's no gaming the system because the questions have no right or wrong answer, it just puts you in scenarios that you answer what would you do, how do you feel about this? You're not clear what they're trying to get at, and you only have 27 minutes or 22 minutes to do the test. >> So you can't game it? >> You can't game it. >> Data doesn't lie! >> And we built the science, we know when someones trying to game it, they're taking to long on multiples, and changing their answers too much, so it's-- And we've now, I think we've tested some 200 million people over time, over years, so we have 20 years of data about people. >> That's, I mean, sounds unique, certainly unique of being infused into enterprise software, I've not seen anything like this from another enterprise software company. Can you confirm that, or? >> Yeah, so, we're the only ones that do this at scale, there's a few startups trying to do it, but they're trying to do it all facial recognition which is, we think pretty ridiculous, we're trying to get away from physical attributes not use that. So there's a company out there doing that, depending on your facial movements, but this is, we're eliciting responses about your personality in response to situations that we give you, and have a bunch of scientists that crunch the data and they basically shape it to the job role. And they test your best performance, and you get a DNA profile for your best performance for that job role, and then, that's what you're matching, and it's highly accurate. So we had a company on the Las Vegas Strip use it, because they have to hire in volume a lot, and essentially what they wanted to do was get better blackjack dealers. You need somebody that's good at math, good under pressure, not too emotive, don't give away anything; and so we did that, fine tuned the test, they call us back nine months later and said "We need you to change the test." We said "We did exactly what you wanted, what happened?" He said well, the winnings went up 30%, but everybody's leaving the hotel in 24 hours 'cause they lost all their money, so we don't need them to be that good. (all laugh) >> Dial it down a little bit. >> Which we did. And so that's part of the service is we fine tune it, you tell us what your goals are, and we'll tune to that. >> That's a great story. The other surprise for me this week has been the emphasis on robotic process automation, it's a space that we've kina looked at. And a lot of people are scared about software robots replacing humans, but if you talk to people who are using RPA, they love it. It's taking away these mundane tasks, I didn't realize that you guys had such capabilities there? >> Yeah, so we built that as part of a Coleman RPA platform, and not only can we automate and use RPA for ourselves, but we've built a whole development environment for our customers to build their own, 'cause we can't think of every process that they might want to automate, and we gave that platform to our partners as well, so. We don't want them doing database schema work anymore, and they used to get paid for that, there's other things you can do up the stack in AI, here's what we want you to focus on. So we had that meeting on Monday with the partners, and they all agreed that's what we're going to do. But there's tons of mundane things that people shouldn't be spending time on, and they can be much more productive, it makes them more loyal to the company, they're enjoying their job more, and they're thinking and innovating more. So I don't see it as replacing people, as making people better. And giving that engagement that I talked about during the keynote, they're engaged now, because they can do things that are more value adding now. >> So, back to New Orleans next year? That's the first Inforum that theCUBE was ever at was in N'Orleans, and, jazz, you like jazz, obviously, right? >> I like jazz, I met with the mayor when I was down there, Mitch Landrieu at the time, and he became a customer after that meeting, so the city of New Orleans runs on Infor software, it's another reason to go there; so thank you. >> You've get--nice. >> Yeah, thank you Mitch, so that worked well. And so as a thank you we're going back down there, they're a big customer now, and it's always fun, you know what I mean, you know. >> That's great. >> Just, before you go, you mention, I watched in the keynote this morning, Brooks Koepka. >> Yes. So you're working with him. I do a little bit of work on the golf side as well, so I was just intrigued because, he's not the, well he's not Tiger, right? >> Yeah. >> U.S. Open Champion, twice over. What was the attraction to him, and then can you play in the golf world a little bit, and with those brands, and is that an entry into that world? >> Well, we always like to bet on the scrappy guy, the next up and coming generation guy, and that's kind of our brand that's what we are, the Brooklyn Nets, someone who's not quite there yet, but they're moving up, that's kind of our scrappiness, that's why we like the whole Brooklyn image as well. And we started talkin' to him, like I said, before he won the U.S. Open, because he was ranking pretty high, moving up, but wasn't well known. A quite guy, very personable when you meet him, we thought he'd be good in front of clients, let's bet on his career, and we're going to work with him; and literally three weeks later he wins the U.S. Open, we go "Okay." (all laugh) >> Good grab! >> We'll take it! (laughs) So, we didn't even think it'd happen that quickly, and now he's a rockstar so. We were planning on hosting a CX event with him, and, we're not sure how many people are going to come, but when that happened, now, everybody RSVP'd right away of course. So now it's doing exactly what we wanted. >> Do you play golf? >> I don't play golf, I just started playing, 'cause we were doing these golf tournaments with customers over the last year, but I haven't had enough time to get out there yet. >> I'll bet Brooks would give you a lesson or two. (laughs) >> Yeah, he, a lot of people want to lesson from him. >> Charles thank you >> Alright, thank you guys, >> for the time, great show. >> Good to see ya again. See ya in New Orleans. >> Thank you, yeah. >> Congratulations. >> Alright guys, see ya. >> Wonderful week here in Washington, D.C. Back with more live on theCUBE here from D.C. right after this. (bubbly music)

Published Date : Sep 26 2018

SUMMARY :

Brought to you by Infor. and it's a pleasure now to welcome the CEO of Infor, Good to see you guys again, another year. and the common feedback we get is and in how you think that's being expressed and you actually could help each other a lot." and we were like Infor? and as we build it you will adopt components of it. in the sense that you do report and so we get a bigger suite of products So we can't take all that with us, Okay, and then some of the stats, and profitable. Throw that in. but we want you to take a look." and you got all these people on the bench here, and it gives you some acquisition currency; (Dave and John laugh) so we could do it, and if you got the transition in the base so the most logical thing that you would do is and how are you working out maybe some kinks and you can't use it exclusively, it's kind of Moneyball for business people. and depending on the job, getting those reports. (all laugh) I was going to say, and you only have 27 minutes or 22 minutes to do the test. so we have 20 years of data about people. Can you confirm that, or? and have a bunch of scientists that crunch the data And so that's part of the service is we fine tune it, I didn't realize that you guys had such capabilities there? and we gave that platform to our partners as well, so. and he became a customer after that meeting, and it's always fun, you know what I mean, you know. Just, before you go, you mention, So you're working with him. and then can you and that's kind of our brand that's what we are, and now he's a rockstar so. 'cause we were doing these I'll bet Brooks would give you a lesson or two. a lot of people want to lesson from him. Good to see ya again. Back with more live on theCUBE

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Michael Weiss & Shere Saidon, NASDAQ | PentahoWorld 2017


 

>> Narrator: Live from Orlando, Florida, it's theCube covering PentahoWorld 2017 brought to you by Hitachi Ventara. >> Welcome back to theCube's live coverage of PentahoWorld brought to you by Hitachi Ventara. My name is Rebecca Knight, I'm your host along with my co-host, Dave Vellante. We're joined by Michael Weiss, he is the senior manager at NASDAQ, and Shere Saidon, who is analytics manager at NASDAQ. Thanks so much for coming back to theCube, I should say, you're Cube veterans now. >> We are, at least I am. This is his first year, this is his first time at PentahoWorld. So, excited to bring him along. >> Okay so you're a newbie but you're a veteran so. (laughing) >> Great. So, tell us a little bit about what has changed since the last time you came on, which was 2015, back then? >> So the biggest thing that's happened in the past 18 months is we've launched seven new exchanges. Integrated seven new exchanges. We bought the ISE, the International Stock Exchange, which is three options markets. We just completed that integration in August. We've also bought the Canadian, CHI-X, the Canadian Exchange, which also had three equities markets, so we integrated them, and we went live with a dark pool offering for Goldman back in June. So now we operate a dark pool for Goldman Sachs, and we're looking to kind of expand that offering at this point. >> So you're just getting bigger and bigger. So tell our viewers a little bit how Pentaho fits into this. >> So Pentaho is the engine that kind of does all our analytics behind the scenes at post trade, right. So we do a lot of traditionally TL, where we're doing batch processing. In the back-end we're doing a little bit more with the Hadoop ecosystem leveraging things like EMR, Spark, Presto, that type of stuff, And Pentaho kind of helps blend that stuff together a little bit. We use it for reporting, we do some of the BA, we're actually now looking to have the data Pentaho generates plug in a little bit of Tableau. So, we're looking to expand it and really leverage that data in other ways at this point. Even doing some things more externally, doing more data offerings via Pentaho externally. >> So I got to do a NASDAQ 101 for my 13 year-old. Came up to me the other day and said, "Daddy, what's the NASDAQ index and how does it work?" Well, give us a 20 second answer. >> Michael: On the NASDAQ index? >> Yeah, what's the NASDAQ Index and how does it work? >> Probably the wrong person to answer that one but, the index is generally just a blend of various stocks. So the S&P 500 is a blend of different stocks, much like that the cues, are NASDAQ's equivalent of the S&P, right, so, we use a different algorithm to determine the companies that make up that blend, but it's an index just like at the S&P. >> They're weighted by market cap- >> Michael: Right, yeah. >> And that determines the number at the end- >> Michael: Correct. >> And it goes up and down based on what the stock's index. >> Right, and that's how most people know NASDAQ, right. They see the S&P went up by 5 points, The Dow went down by 3 and the NASDAQ went up by a point, right. But most people don't realize that NASDAQ also operates 27 exchanges worldwide, I think it is now. So, probably a little bit more, maybe closer to 32, but... >> So you mentioned that you're doing a dark pool for Goldman >> Michael: Yes. >> So that's interesting. We were talking off camera about HFT and kind of the old days, and dark pools were criticized at the time. Now Goldman was one of the ones shown to be honest and above board, but what does that mean the dark pool for your business and how does that all tie in? >> Michael: So, dark pools are isolated markets, right, so they don't necessarily interact with the NASDAQ exchange themselves, it's all done within the pool. You interact with only people trading on that pool. What NASDAQ has done is we took our technology and we now host it for Goldman so, we have I-NETs our trading system, so we gave them I-NET, we built all the surrounding solutions, how you manage symbols, how you manage membership. Even the data, we curate their data in the AWS. We do some Pentaho transformations for them. We do some analytics for them. And that's actually going to start expanding, but yeah, we've provided them an entire solution, so now they don't have to manage their own dark pool. And now we're going to look to expand that to other potential clients. >> Dave: So that's NASDAQ as a technology >> Yes. >> Dave: Provider. Very interesting. So I was saying, earlier, the Hong Kong Stock Exchange is basically closing the facility where they house humans, again another example of machines replacing humans. So the joining, well NASDAQ, kind of, but NYSE, London Stock Exchange, Singapore, now Hong Kong... Essentially, electronic trading. So, brings us to the sort of technology underpinnings of NASDAQ. Shere, maybe you can talk a little bit about your role, and paint a picture of the technology infrastructure. >> Yeah so I focus primarily on the financial side of corporate finance. So we leverage Pentaho to do a lot of data integration, allow us to really answer our business questions. So, previously it would take days to put basic reporting together, now you've got it all automated, or we're working towards getting it mostly automated, and it just answer the questions that we need. And no longer use our gut to drive decisions, we're using hard data. And so that's helped us instrumentally in a lot of different places. >> Dave: So, talk more about the data pipeline, where the data's coming from, how you're blending it, and how you're bringing it through the pipeline and operationalizing it. >> Yeah, so we've got a lot of different billing systems, so we integrate companies, and historically we've let them keep their billings systems. So just kind of bring it all together into our core ERP, seeing how quantities...and just getting the data, and just figuring out on the basic side, how much do we make from a certain customer? What are we making from them? What happens in different scenarios if they consolidate, or if they default? And some of the pipeline there is just blending it all together, normalizing the data, making sure it's all in the same format, and then putting it in a format where our executives or business managers can actually make decisions off of it. >> Well you're talking about the decision making process, and you said it's no longer gut, you're using data to drive your decisions, to know which direction is the right direction. How big a change is that, just culturally speaking? How has that changed? >> Yeah, it's huge, at least on our side, it's making us a long more confident in the decisions we're making. We're no longer going in saying, hey this is probably how we should do it. No, the numbers are showing us that this is going to pay off, and we stick to it and look at the hard facts, rather than what do we think is going to happen? >> So, talk a little bit about what you guys are seeing here, and you're doing a lot of speaking here, we were joking earlier, you're kind of losing your voice. You're telling your story, what kind of reactions you getting? Share with us the behind the scenes at the conference. >> I think at this conference you're seeing a lot of people kind of fall in line with similar ideas that we're trying to get to. Taking advantage more instead of your traditional MPPs, or your traditional relational databases, moving more towards this Hadoop ecosystem. Leveraging Spark, Presto, Flume, all these various new technologies that have emerged over the past two to five years, and are now more viable than ever. They're easier to scale, if you look at your traditional MPPs, like we're a big Redshift user, but every time you scale it there's a cost with that, and we don't necessarily need to maintain all that data all the time, so something in the Hadoop ecosystem now lets us maintain that data without all the unnecessary cost. I see a lot of more of that than I did two years ago, a lot more people are following that trend. I think the other interesting trend I've seen this week is this idea of becoming more cloud agnostic. Where do you operate, and how do you store your data should be irrelevant to the data processing, and I think it's going to be a tough nut to crack for Pentaho, or any vendor. But if you can figure out a way to either do some type of cloud parity, where you have support across all your services, but you don't have to know which service you deploy to when you design your pipelines, I think that's going to be huge. I think we're a little ways from that, but that's been a common theme this week as well, both private and your big three cloud providers right now, your Googles, your Azures, and your AWS. >> So when I asked you said cloud agnostic, that's great, good vision and aspiration. The follow up would be, am I correct that you don't see it as data location agnostic, right, you want to bring the cloud model to your data, versus try to force your data into a cloud? Or not necessarily? >> A lot of it I think is being driven by not wanting to be vendor locked in, so they want to have the ability to, and I think this is easier said than done, the ability to move your data to different cloud providers based on pricing or offerings, right, and right now going from AWS to Google to Azure would be a very painful process. So you move petabytes of data across, it's not cost efficient and all the savings you want to realize by moving to maybe a Google in the future, are not going to be realized cause of all the effort it's going to take to get there. >> Dave: We had CERN on earlier, and they were working on that problem... >> Yeah, it's not a trivial problem to solve, but if you can crack that, and you can then say hey I wanna...even if I have a service offering, Like our operating a dark pool for Goldman. We also have a market tech side, where we sell our trading platform and various solutions to other exchanges worldwide. If we can come up with a way to be able to deploy to any cloud provider, even on an on-prem cloud, without having to do a bunch of customizations each time, that would be huge, it would revolutionize what we do. We're, as our own company, starting to look at that, and talking with Pentaho, they're also... are going to eye that as a potential way to go, with abstractions and things like that, but it's going to take some time. >> We're you guys here yesterday for the keynotes? >> Michael: Saw some of the keynotes, yes. >> The big messaging, like every conference that you go to, is be the disruptor, or you're going to get disrupted. We talked earlier off camera... Trading volumes are down, so the way you traditionally did business is changing, and made money is changing. >> Michael: Right. >> We talked earlier about you guys becoming a technology provider, I wonder if you could help us understand that a little bit, from the standpoint of NASDAQ strategy, when we hear your CEOs talk, real visionary, technology driven transformations. >> Yeah, I think Adena's coming in is definitely looking at that as a trend, right? Trading volumes are down, they've been going down, they've kind of stabilized a little bit, and we're stable able to make money in that space, but the problem is there's not a ton of growth. We acquire the ISE, we acquire the CHI-X, we're buying market share at that point. So you increase revenue, but you also increase overhead in that way. And you can only do so many major acquisitions at a time, you can only do how many one billion dollar acquisitions a year before you have to call it a day. And we can look at more strategic, smaller acquisitions for exchanges, but that doesn't necessarily bring you the transformation, the net revenue you're looking for. So what Adena has started to look at is, how do we transform to more of a technology company? We're really good at operating exchanges, how do we take that, and we already have market tech doing it, but how do we make that more scalable, not just to the financial sector, but to your other exchanges, your Ubers or your StubHubs of the world? How do you become a service provider, or a platform as a service for these other companies, to come in and use your tech? So we're looking at how do we rewrite our entire platform, from trading to the back-end, to do things like: Can we deploy to any cloud provider? Can we deploy on-prem? Can we be a little bit more technology agnostic so to speak, and offer these as services, and offer a bunch of microservices, so that if a startup comes up and wants to set up an exchange, they can do it, they can leverage our services, then build whatever other applications they want on top of it. I think that's a transformation we need to go through, I think it's good vision, and I'm looking forward to executing it. It's going to be a couple years before we see the fruits of that labor, but Adena's really doing a great job of coming in, and really driving that innovation, and Brad Peterson as well, our CIO, has really been pushing this vision, and I think it's really going to work out for us, assuming we can execute. >> Well you know what's interesting about that, if I may, is financial services is usually so secretive about their technology, right? But your business, you guys are becoming a technology provider, so you got to face the world and start marketing your capabilities now, and opening about that. It's sort of an interesting change. >> I think you'll see that starting to become more of a thing over the next year or two, as we start actually looking to build out the platform and figure it out. We do market on the market tech side, I mean it's not a small business, but we're more strategic about who we market to, cause we're still targeting your financial exchanges, more internationally than in the U.S., but there's only so many of them, again you have to start looking at rebranding, rebuilding, and rethinking how we think about exchanges in general, and not thinking of them as just a financial thing. >> Well that's what I wanted to get into, because you're talking about this rebranding, and this rebuilding, this transformation, to the backdrop within an industry that is changing rapidly, and we have sort of the threat of legislative reform, perhaps some administrative reforms coming down all the time, so how do you manage that? I mean, those are a lot of pressures there, are you constantly trying to push the envelope right up until any changes take place? Or what would you say Shere and Michael? >> Probably again not the right person to ask about this, but we're definitely trying to stay on top of the cutting edge in innovation and the technologies out there that, whether it be Blockchain, or different types of technologies. I mean we're definitely trying to make sure we're investing in them, while maintaining our core businesses. >> Right, it's trying to find that balance right now of when to make the next step in the technology food chain, and when to balance that with regulatory obligations. And if you look at it, going back to the idea of being able to launch marketplaces, I think what you're ending up seeing over the coming years is your Ubers, your StubHubs, I think they're going to become more regulated at some level. And we're good at operating more regulated markets, so I think that's where we can kind of come in and play a role, and help wade through those regulations a little bit more, and help build software to adhere to those regulations. >> Since you brought up Blockchain, Jamie Dimon craps all over Blockchain, or you know, Bitcoin, and then clarifies his remarks, saying look, technology underneath is here to stay. Thoughts on Blockchain? Obviously Financial Services is looking at it very closely, doing some really advanced stuff, what can you tell us? >> Yeah, I think there's no argument that it's definitely an innovation and a disruptive technology. I think that it's definitely in it's early stages across the board, so we're investing in it where we can, and trying to keep a close eye on it. We think that there's a lot of potential in a lot of different applications. >> As the NASDAQ transforms its business, how does that effect the sort of back-end analytics activity and infrastructure? >> The data is just growing, that's like the biggest challenge we have now. Data that used to be done in Excel, it's just no longer an option, so now in order to get the insights that we used to get just from having a couple people doing Excel transformations, you need to now invest in the infrastructure in the back-end, and so there's a lot that needs to go into building out an infrastructure to be able to ingest the data, and then also having the UI on the front-end, so that the business can actually view it the way they want. >> So skills wise, how's that affecting who you guys are hiring and training? And how's that transformation going? >> Michael: I'll let you go first. >> I think there's definitely, data analytics is a hot field. It's very new, there's definitely a big skills gap in administrative work and in the analytics side. Usually you have people could perform analytical functions just by being administrative or operational, and now it's really, we're investing in analysts, and making sure that we have the right people in place to be able to do these transformations, or pull the data and get the answers that we need from them. >> I mean from the tech side, I think what you're seeing is where we traditionally would just plug a developer in there, whether a Java developer, or an ETL developer, I think what you're seeing now is we're looking to bring more of a business minded data analyst to the tech side, right? So we're looking to bring a data engineer, so to speak, more to the tech side. So we're not looking to hire a traditional four year Computer Science degree, or Software Engineering degree, you're looking for a different breed of person, cause quite honestly because you're traditional Java dev. or C++ developer, they're not skilled or geared towards data. And when we've tried to plug that paradigm in, it just doesn't really work, so we're looking now to hiring more of an analyst, but someone who's a little bit more techie as well. They still need to have those skills to do some level of coding, and what we are finding is that skill gap is still very much... There's a gap there. There's a huge gap. And I think it's closing, but- >> And as you have to fund those for the new areas, I presume, like many companies in your business, you're trying to move away from the sort of undifferentiated low-level infrastructure deployment hassles, and the IT labor costs there, especially as we move to the cloud, presumably, so is that shift palpable? I mean, can you see that going on? >> Yeah, I think we made a lot of progress over the past couple years in doing that. We do more one button deployments, where the operation cost is a lot lower, a lot more automation around alerting, around when things go wrong, so there's not necessarily a human being sitting there watching a computer. We've invested a lot in that area to kind of reduce the costs, and make the experience better for our end user. And even from a development side, the cost of a new application is a lot less every time you have to do a release. The question is, how do you balance that with the regulations, and make sure you still have a good process in place. The idea of putting single button deployments in place is a great one, but you still have to balance that with making sure that what you push to productions been tested, well defined, and it meets the need, and you're not just arbitrarily throwing things out there. So we're still trying to hit that balance a little bit, it's more on the back-end side. The trading system is not quite there for obvious reasons, we're way more protective of what goes out there, then surrounding it a lot of the times, but I can see a future where, again going back to this idea of transforming our business, where you can stand up and do an exchange with the click of a button. I think that's a trend we're looking at. >> Rebecca: It's not too far in the future. >> No, I don't think it is. >> Last question, Pentaho report card. What are they doing really well? What do you want to see them do better? >> I think they continue to focus in the right areas, focusing more on the data processing side, and with the big data technologies, trying to fill that gap in the big data, and be the layer that you don't have to tie yourself to ike vCloud Air or MapR, you can kind of be a little bit more plug and play. I think they still need to do some improvements on there visualizations in their front-ends. I think they've been so much more focused on the data processing, that part of it, that the visualization's kind of lacked behind, so I think they need to put a little more focus into that, but all in all, they're an A, and we've been extremely happy with them as a software provider. >> Great. >> Shere: I think the visualization part is the part that allows people to understand that value being created at Pentaho. So I think being able to maybe improve a little bit on the visualization could go a far way. >> Michael, Shere, it's been so much fun having you on theCube, and having this conversation, keep that bull market coming please, do whatever you can. >> We'll do our best. >> I'm Rebecca Knight. We are here at PentahoWorld, sponsored by Hitachi Vantara. For Dave Vellante, we will have more from theCube in just a little bit.

Published Date : Oct 27 2017

SUMMARY :

brought to you by Hitachi Ventara. brought to you by Hitachi Ventara. So, excited to bring him along. Okay so you're a newbie the last time you came on, So the biggest thing that's So you're just getting So Pentaho is the engine So I got to do a NASDAQ of the S&P, right, so, we use a different And it goes up and down and the NASDAQ went up by a point, right. kind of the old days, and dark pools so now they don't have to and paint a picture of the and it just answer the about the data pipeline, And some of the pipeline there is just and you said it's no longer gut, in the decisions we're making. scenes at the conference. and I think it's going to that you don't see it as the ability to move your data and they were working on that problem... but it's going to take some time. so the way you traditionally from the standpoint of NASDAQ strategy, We acquire the ISE, we acquire the CHI-X, so you got to face the world We do market on the market tech side, and the technologies I think they're going to become stuff, what can you tell us? across the board, so we're so that the business can actually and in the analytics side. I mean from the tech side, and make the experience Rebecca: It's not What do you want to see them do better? and be the layer that you don't have to So I think being able to having you on theCube, and For Dave Vellante, we will

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Stephan Scholl, Infor - Inforum 2017 - #Inforum2017 - #theCUBE


 

(fun, relaxing music) >> Announcer: Live from the Javits Center, in New York City, it's The Cube. Covering Inforum 2017. Brought to you by Infor. >> Welcome back to The Cube's coverage of Inforum 2017, I'm your host Rebecca Knight, along with my co-host, Dave Vellante. We're joined by Stephan Scholl, he is the president of Infor. Thanks so much for joining us. >> My pleasure. >> For returning to The Cube My pleasure, yeah, three years in a row, I think, or four now, yeah. >> Indeed. >> Well, we skipped a year in-between. >> That's right! Three years. Anyway, it's good to be here. >> This has been a hugely successful conference. We're hearing so much about the growth and momentum of Infor. Can you unpack this a little bit for our viewers? >> Yeah, I mean... People always forget, we only started this aggressive Cloud journey literally three years ago. When we announced at Inforum in New Orleans that we were pivoting the company to Infor industry-based CloudSuites, everybody looked at us and said, "Well, that's an interesting pivot." "Why are you doing that?" Well, as I said yesterday, we really saw a market dynamic that you see retail just getting crushed by what Amazon was doing, and it was obvious, today, but then it wasn't so obvious, but that was going to happen everywhere, and so we really got aggressive on believing we could put together a very different approach to tackling enterprise software. Everybody is so fatigued from buying from our competitors traditional, perpetual software, and then you end up modifying the hell out of it, and then you end up spending a gazillion dollars, and it takes forever, and then if it does work, you're stuck on old technology already, and you never get to the next round of evolution. So we said why don't we build CloudSuites, take the last model industry functionality that we have, put it in a Cloud, make it easy for our customers to implement it, and then we'll run it for them. And then, by the way, when the newest innovation comes up, we'll upgrade them automatically. That's what Cloud's about. So, that's where we saw that transformation happening. So in three years, we went from two percent, as I said, to 55 plus percent of our revenue. And, by the way, we're not a small company. Nobody at our size and scale has ever done that in enterprise software. So what an accomplishment. >> So a lot of large companies, some that you used to work for, are really slow. And, you know what, lot of times that's okay, 'cause IT tends to be really slow, as you move to the Cloud, and move to the situation where, "Okay, guys, new release coming!" What are your customers saying about that, how are you managing that sort of pace of change, that flywheel of Amazon, and you're now innovating on and pushing to your climate? >> Well, they're excited. And, I'll tell you, I remember standing up in Frankfurt, Germany, 18 months ago for a keynote, and said the Cloud is coming, I almost got kicked out of Germany. (laughing) They said it's not going to happen in Germany, "No, we're an engineering pedigree," "We're going to be on premise." >> "You don't understand the German market!" >> "You don't understand our marketplace!" And, we're really close friends with Andy Jassy at AWS, the CEO. The AWS guys are unbelievable, and innovative, and we said, "You know, you guys got to build" "your next data center in Frankfurt." So they put hundreds of millions of dollars investment in, built a data center. What's the fastest growing data center in Europe, right now, for them? Frankfurt! The German market, for us, our pipeline is tenfold increase from what it was a year ago. So, it's working in Germany, and it's happening on a global basis, we have, I think yesterday 75 customers from Saudi, from Dubai, from all the Middle East. Cloud is a great equalizer. And don't underestimate... I'll take luck to our advantage anytime. The luck part is, there's fatigue out there, they're exhausted, they've spent so much money over the last 20, 30 years, and never reached the promise of what they were sold then, and so now, with all the digital disruption, I think of the business competitive challenges that they have to deal with. I mean, I don't care, you could be in Wichita, Kansas building up an e-commerce website, and compete with a company in Saudi tomorrow. The barest entry in manufacturing, retail, look at government agencies, we're doing nine-figure transformations in the Cloud with public sector agencies. Again, two years ago, they would've said never going to happen. >> Rebecca: Yet the government does spend that kind of... >> Mike Rogers, the CIO, was saying to us, "Look at all the technical debt" "that we've accumulated over the years," "and it just keeps getting worse and worse and worse." "If we don't bite the bullet and move now," "it's just going to take that much longer." >> That's right. And they're leap-frogging. I mean, I'm so excited, government agencies! I mean, there's even some edicts in some places where Cloud-only. I mean, this whole Gold Coast opportunity, 40 plus different applications in Australia, all going into the Cloud to handle all the complexities they have around the commonwealth games that they're trying to deal with. I mean, just huge transformations on a global basis. >> At this conference, we're hearing about so many different companies, and, as you said, government agencies, municipalalities, transforming their business models, transforming their approaches. What are some of your favorite transformation stories? >> My favorite one that we're doing is Travis Perkins. John Carter, I think you guys maybe even interviewed him last year when he was here. CEO. Old, staid distribution business, and taking a whole new fresh approach. Undoing 40 to 50 different applications, taking his entire business, putting it online. He deals with contracts... So, they're the Home Depot of the UK market, and right now, if you drive up into that car port and you want to order something, it's manual! Sticky notes, phones, dumb terminals, I need five windows, I need five roofs, I need five pieces of wood. Everything is just a scurry. He wants to put it on, when you drive up next year, you're on an iPad, what would you like? Oh, by the way, you want to make a custom order on that window frame? You want to make green, yellow, red, you want to order different tiles of roof styling? Custom orders is the future! You, as a contractor, walking into that organization, want to make a custom order. That, today, is very complicated for a company like that to handle. So, the future is about undoing all that, embracing the custom order process, giving you a really unique, touchless buying process, where it's all on an iPad, it's all automated. You know what? Telling you here's your five new windows, here's a new frame want on it, and, by the way, you're going to get it in five days, and three hours, and 21 minutes. Deliver it to your door. And, by the way, these guys are huge. They're one of the biggest distribution companies in all of the United Kingdom, and so that's one of my favorite stories. >> Can we go over some of the metrics that you've been sharing. I know it's somewhat repetitive, but I'd like to get it on-record. There's 55%, 84, 88, over 1100, 3x, 60%, maybe start with the 60%. I think it's bookings grown, right? >> That's right, yeah. License sales growth last year alone. And, you know what, I looked at... You know, I see it, Paul always keeps me honest, but I think I can say it anyways, which is, I looked at everybody else. You look at the... I don't want you to mention any competitors' names, but you look at the top five competitors that we have, we grew faster than they did last year on sales of CloudSuite. >> Dave: Okay, so that's 60% bookings growth on Cloud. >> Correct. That's right. Yeah, I mean, when you think of our competitors, I saw 40s, I saw some 30s, I saw maybe 52 at the next one down. So, people don't think of us that way, so we were, at the enterprise scale, the fastest-growing Cloud company in the world. >> Okay, and then, 3x, that's 3x the number of customers who bought multiple products, is that correct? >> Correct. That's exactly right. So think about that transformation. They used to buy from us one product, feature-function rich, great, but now they're buying five products, eight products from us. So 3x increase, year over year, already happening. >> Okay, and then there was 1100 plus, is Go-Lives. >> People always ask us, "You're selling stuff." "Are they using it, is it working?" So you got to follow up with delivery, so we're spending a ton of money on certification, training, and ablement, look at the SI community, look at the... Deloitte, Accenture, Capgemini, and Grand Thornton. Four of the major SIs in the world, that weren't here last year, are all here this year. Platinum sponsors. So, delivery on Go Lives, the SI community is embracing us, helping us, I mean, I can't do hundred million dollar transformations on my own with these customers. I need Accenture, I need Deloitte. Look at Koch! Koch's going to be a massive transformation for financials, human-capital management, and so I've got Accenture and Deloitte helping us, taking a hundred plus billion dollar company on those two systems. >> And then 84, 88, is number of... >> Live customers, I'm sorry, total customers that we have in the Cloud. >> Cloud customers, okay, not total customers. >> No, no, we have 90 thousand plus customers, and then 84, 85 hundred of them are Cloud-based customers. >> You got a ways to go, then, to convert some of those customers. >> Well, that's our opportunity, that's exactly right. >> And then 55% of revenue came from the Cloud, obviously driven by the Cloud bookings growth. >> That's right. Exactly. So, I mean, just the acceleration, I mean, as I said, when we started this thing in New Orleans, two or three percent. Now, tipping point, revenue, I mean, it's one thing to sell software, but to actually turn it into revenue? Nobody at an enterprise scale has done 2% to 55% at our size. Lots of companies in the hundred million dollar range, small companies, you know, if we were a stand-alone Cloud company, we'd be one of the largest Cloud companies in the world. >> So the narrative from Oracle, I wonder if you can comment on this, is that the core of enterprise apps has not moved to the Cloud, and we, Oracle, are the guys to move it there, 'cause we are the only ones with that end-to-end Cloud on prem to Cloud strategy. And most companies can't put core apps, enterprise apps in the Cloud, especially on Amazon. So, what do you say to that? >> Well, it's 'cause they don't have the applications to do that. Oracle doesn't have the application horsepower. They don't have industry-based application suites. If you think of what fusion is, it's a mishmash of all the applications that they bought. There's no industry capability. >> Dave: It's horizontal, is what you're saying. >> It's horizontal. Oracle is fighting a battle against Amazon, they declared war against AWS. I'm glad they're doing that, go ahead! I mean, I don't know how you're going to do that, but they want to fight the infrastructure game. For us, infrastructure is commoditized. We're fighting the business applications layer game, and so, when you look at SAP or Oracle or anybody else, they have never done what we've done in our heritage, which is take key critical mission functionality for aerospace and defense, or automotive, we have the last mile functionality. I mean, I have companies like Ferrari, on of the most complicated companies, we've talked about those guys for years, no modifications! BAE, over in the UK, building the F-35 fighter jets and the Typhoon war planes. It doesn't get any more complicated than building an F-35 fighter jet. No modifications in their software, that they have with us. You can only build Cloud-based solutions if you don't modify the software. Oracle doesn't have that. Never had it. They're not a manufacturing pedigreed organization. SAP's probably more analogous to that, but even for SAP, they only have one complete big product sect covering retail, distribution, finance, it's the same piece of software they send to a bank, that they send to a retailer, that they send to a manufacturer. We don't do that. That's been our core forever. >> So your dogma is no custom mods, because you're basically saying you can't succeed in the Cloud with custom mods. >> Yeah. I mean, we have an extensive ability platform to do some neat things if you need to do that, but generally speaking, otherwise it's just lipstick on the pig if you're running modified applications. That's called hosting, and that's what these guys are largely doing. >> You know, a lot of people count hosting as Cloud. >> That's the game they're playing, right? >> They throw everything in the Cloud kitchen sink. >> That's right. >> Okay. >> And as we've talked with you before, we've spent billions... We all are R&D's at the application layer. We do some work in the integration layer, and so on, but most of our money is spent in the last mile, which, Oracle and SAP, they're all focused on HANA and infrastructure, and system speed, and performance, and all the stuff that we view as absolutely being commoditized. >> But that's really attractive to the SIs, the fact that they don't go that last mile, so why is it that the SIs are suddenly sort of coming to Infor? >> Well, you know what, because they finally see there is a lot of revenue still on the line in terms of change management, business-process re-engineering. You take a company like Travis Perkins, change their entire model of doing business. There isn't just modification revenue, or integration revenue, there is huge dollars to be had on change management, taking the company to CEO John Carter by the hand, and saying, "Here's how you're going to transform" "your entire business process." That more than makes up in many cases high-value dollars than focused on changing a widget from green to yellow. >> And it's right in the wheelhouse of these big consultancies. >> And they're making good money on digital transformation, so what are the digital use cases? Look at Accenture, they're did a great job. I think 20 plus percent of their business now is all coming from digital. That didn't exist three, four years ago. >> Well, you have a lot of historical experience from your Oracle days of working with those large SIs, they were critical, but they were doing different type of work then, and is it your premise that a lot of that's going away and that's shifting toward. >> The voice of the customer is everything, and it may take time, you can snow a customer once, which we've already done in this industry of software. We told them buy generic-based software, Oracle or SAP, modify it with an SI, take five years, implement it for a hundred million dollars, get stuck on this platform, and if you're lucky, maybe upgrade in ten years. Whoever does that today, as a playbook, as a customer, and if an SI can sell that, I'm not buying that. You think any customers I know today are buying that vision? I don't think so. >> Dave: Right there with the outsourcing business. >> Another thing that's come out of this conference is attention to the Brooklyn Nets deal. Can you talk a little big about it, it's very cool. >> I love those guys. >> Dave: We're from Boston, we love the Brooklyn Nets, too. >> Rebecca: They can play us anytime. Every day. >> Dave: For those draft picks. >> Bread on those guys. You know what it is. And Shaun, the GM, the energy... I use that a lot with my own guys. Brooklyn grit. And they're willing to look and upturn every aspect of the game to be more competitive. And so, we're in there with our technology, looking at every facet, what are they eating? What's the EQ stuff? Emotional occlusion. How's that team collaboration coming together? And then mapping it to... They have the best 3-D cameras on the court, so put positioning, and how are they aligning to each other? Who's doing the front guard in terms of holding the next person back so they can have enough room to do a three-point shot. Where should the three-point shot come from? So, taking all the EQ stuff, the IQ stuff, the performance, the teamwork, putting it all into a recipe for success. These guys are, I'm going to predict it here, these guys are going to rock it next couple years as a team. >> But it's not just what goes on in the court, too, it's also about fan engagement, too. >> All that. Well, fair enough, I get all excited about just making them a much better team, but the whole fan experience, walking into a place knowing that if I get up now, the washroom line isn't 15 miles long, and at the cash line for a beer isn't going to take me 20 minutes, that I'm on my app, you actually have all the information and sensors in place to know that, hey, right now's a great time, aisle number four, queue number three, is a one-minute wait for a beer, go. Or have runners, everything's on your phone, they don't do enough service. So there's a huge revenue opportunity along with it, from a business point of view, but I would also say is a customer service element. How many times have we sat in a game and go, "I'm not getting up there." (laughing) Unless you're sitting in the VIP area, well, there's revenue to be had all over the place. >> Yeah, they're missing out on our beer money, yeah. >> It's ways for a stadium services, which are essentially a liquor distribution system. >> Exactly right. But to do that, you got to connect point of sales systems, you got to connect a lot of components, centers in the bathroom, I mean you got to do a lot of work, so we're going to create the fan experience of the future with them. And preferences, the fact that they that when you walk in past the door with your app and if you have Brooklyn Nets app, that we know who your favorite player is, and you get a little text that says, Hey, you know what, 10% discount on the next shirt from your favorite player. Things like that. Making a personal connection with you about what you like is going to change the game. And that's happening everywhere. In retail... Everybody wants to have a one-to-one relationship. You want to order your Nike shoes online with a green lace and a red lace on the right, Nike allows you to do that. You want to order a shirt that they'll make for you with the different emblems on it and different technology to it, those are things they're doing, too. So, a very one-to-one relationship. >> Well, it's data, it's more than data, it's insights, and you guys are, everybody's a data company, but you're really becoming a data and insight-oriented company. Did you kind of stumble into that, or is this part of the grand plan six years ago, or, how'd you get here? >> Listen, this whole... I mean, to do Cloud-based solutions by industry is not just to solve for applications going from infrastructure on-premise to off-premise. What does it allow you to do? Well, if you're in AWS, I can run ten thousand core products... I can run a report in ten minutes with AWS that would take you a week, around sales information, customer information. Look at all the Netflix content. You log in on Netflix, "Suggestions for You". It's actually pretty accurate, isn't it? >> Scarily accurate, sometimes, yes. >> It's pretty smart what goes into the algorithm that looks at your past. Unfortunately, I log into my kid's section, and it has my name on it and I get all these wonderful recommendations for kids. But that's the kind of stuff that we're talking about. Customers need that. It's about real-time, it's not looking backwards anymore, it's about real-time decisioning, and analytics, and artificial intelligence, AI is the future, for sure. >> So more, more on the future, this is really fun, listening to you talk, because you are the president, and you have a great view of what's going on. What will we be talking about next year, at this time. Well, it won't be quite this time, it will be September, but what do you think? >> I think what you're going to see is massive global organizations up on stage, like the ones I mentioned, Travis Perkins, a Safeway, a Gold Coast, a Hertz. Hertz is under attack as a company. The entry point into the rental car business was very very hard. Who's going to go buy 800 thousand cars and get in the rental business, open ten thousand centers? You don't need to do that anymore today! >> Dave: Software! >> It's called software, the application business, so their business model is under attack. We're feverishly working with their CEO and their executive team and their board on redefining the future of Hertz. So, you're going to see here, next year, the conversation with a company like Hertz rebounding and growing and being successful, and... The best defense is a good offense, so they're on the offensive! They're going to use their size, their scale. You look at the retailers, I mean, I love the TAL story, and they may make one out of every six shirts. Amazon puts the same shirt online that they sell for $39.99, TAL's trying to sell for $89.99. They're saying enough of that. They built these beautiful analyzers, sensors, where you walk into this little room, and they do a sensor of a hundred different parts of your body, So they're going to get the perfect shirt for you. So, it's an experience center. So you walk into this little center, name's escaping me now, but they're going to take all the measurements, like a professional Italian tailor would do, you walk in, it's all automatic, you come out of there, they know all the components of your body, which is a good thing and a bad thing, sometimes, right, (laughing) they'll know it all, and then you go to this beautiful rack and you're going to pick what color do you want. Do you want a different color? So everything is moving to custom, and you'll pay more for that. Wouldn't you pay for a customized shirt that fits your body perfectly, rather than an off-the-rack kind of shirt at $89.99? That's how you compete with the generic-based e-commerce plays that are out there. That use case of TAL is going to happen in every facet. DSW, the DSW ones, these experience centers, the shoeless aisles, that whole experience. You walking in as... The most loyal women shoppers are DSW with their applications, right. >> Rebecca: (laughs) Yes, yes. >> And how many times have you tried a shoe on that doesn't fit properly, or it's not the one you want, or they don't have your size, or you want to make some configurations to it. You got one, too! >> Ashley came by and gave me this, 'cause I love DSW. >> I mean, they're what, one of the biggest shoe companies in the world not standing still, and Ashley is transforming, they went live on financials in like 90 days in the Cloud? Which for them, that kind of innovation happening that fast is unbelievable. So next year, the whole customer experience side is going to be revolutionary for these kinds of exciting organizations. So, rather than cowering from this digital transformation, they're embracing it. We're going to be the engine of digital transformation for them. I get so excited to have major corporations completely disrupting themselves to change their market for themselves moving forward. >> What is the Koch investment meant to you guys, can you talk about that a little bit? I mean, obviously, we hear two billion dollars, and blah, blah, blah, but can you go a little deeper for us? >> I mean, forget all the money stuff, for a minute, just the fact that we're part of a company that is, went from 40 million when Charles Koch started, taking over from his family, and went to 100 plus billion. Think about that innovation. Think about the horsepower, the culture, the aggressiveness, the tenacity, the will to win. We already had that. To combine that with their sheer size and scale is something that is exciting for me, one. Two is they view technology as the next big chapter for them. I mean, again, not resting on your laurels, I'm already 100 billion, they want to grow to 150, 200 billion, and they see technology as the root to getting there. Automating their plants, connecting all their components of their employees, gain the right employees to the right place, so workforce management, all the HR stuff that we're doing on transformation, the financials, getting a global consolidated view across 100 billion dollar business on our systems. That's transformation! That's big, big business for us, and what a great reference to have! A guy like Steve Fellmeier up yesterday, he'll be up here next year talking about how he's using us to transform their business. There's not many 100 billion dollar companies around, right, so what a great reference point for us to have them as a customer, and as a proved point of success. >> Well, we'll look forward to that in September, and seeing you back here next year, too. >> Look forward to it. >> Stephan, thanks so much for joining us. >> Thanks, appreciate it, thank you. >> I'm Rebecca Knight for Dave Vellante, that is it for us and The Cube at Inforum 2017. See you next time.

Published Date : Jul 12 2017

SUMMARY :

Brought to you by Infor. he is the president of Infor. For returning to The Cube Anyway, it's good to be here. the growth and momentum of Infor. and you never get to the next round of evolution. and move to the situation where, 18 months ago for a keynote, and said the Cloud is coming, and we said, "You know, you guys got to build" Rebecca: Yet the government "Look at all the technical debt" all going into the Cloud to handle all the complexities and, as you said, government agencies, Oh, by the way, you want to make a custom order but I'd like to get it on-record. I don't want you to mention any competitors' names, I saw maybe 52 at the next one down. but now they're buying five products, Four of the major SIs in the world, total customers that we have in the Cloud. and then 84, 85 hundred of them are Cloud-based customers. to convert some of those customers. obviously driven by the Cloud bookings growth. So, I mean, just the acceleration, I mean, as I said, is that the core of enterprise apps the applications to do that. it's the same piece of software they send to a bank, in the Cloud with custom mods. to do some neat things if you need to do that, and all the stuff that we view taking the company to CEO John Carter by the hand, And it's right in the wheelhouse I think 20 plus percent of their business now and is it your premise that a lot of that's going away and it may take time, you can snow a customer once, is attention to the Brooklyn Nets deal. Rebecca: They can play us anytime. so they can have enough room to do a three-point shot. But it's not just what goes on in the court, too, and at the cash line for a beer It's ways for a stadium services, And preferences, the fact that they that when you walk in and you guys are, everybody's a data company, I mean, to do Cloud-based solutions by industry But that's the kind of stuff that we're talking about. this is really fun, listening to you talk, and get in the rental business, and then you go to this beautiful rack that doesn't fit properly, or it's not the one you want, 'cause I love DSW. I get so excited to have major corporations gain the right employees to the right place, and seeing you back here next year, too. See you next time.

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Show Wrap with Dan Barnhardt - Inforum2017 - #Inforum2017 - #theCUBE


 

>> Narrator: Live from the Javits Center in New York City. It's the Cube, covering the Inforum 2017. Brought to you by Infor. >> We are wrapping up the Cube's day two coverage of conference here in New York City at Inforum. My name is Rebecca Knight, along with my cohost Dave Vellante. We're joined by Dan Barnhardt. He is the Infor Vice President of Communications. Thanks so much for joining us. >> Yes, thank you for having me. Thank you for being here two days in a row. >> It's been a lot of fun. We've had a great time. So yeah, congratulations, it's been a hugely successful conference, a lot of buzz. Recap it for us, what's been most exciting for you? >> Sure, this was our second year having a forum in New York, which is our home town. I think it was a more exciting conference than last year. We unveiled some incredible development updates, led by Coleman, our AI offering, which is an incredible announcement for us, as well as Networked CloudSuites, which takes the functionality from our GT Nexus commerce network, and bakes it into our CloudSuites, the mission critical industry CloudSuites, that we offer on the Amazon Web Services cloud. Those were really exciting developments, as well as some other announcements we made with regard to product. And then, in addition to product, we had a lot of customer momentum that we shared. Last year, we had customers like Whole Foods and Travis Perkins up here. We continued the momentum with big enterprise customers making big bets on Infor, led by Koch Industries who invested more than two billion dollars this year at Infor, and are now modernizing their human resources and their financial operations with Infor CloudSuites. Moving to the cloud HR for 130,000 employees at Koch Industries which is an incredible achievement for the product, and for cloud HR. And, that's very exciting, as well as other companies like FootLocker, which were recognized with the Innovation Award for our Progress Makers Award. They're using talent science, data science to power their employees, not to power their employees, but to drive their employees towards greater productivity and greater happiness, because they've got the right people in the right fit for FootLocker, that's very exciting. And, of course, Bank of America, our Customer of the Year, which uses our HR solutions for their workforce, which obviously is exceptionally large. >> Yes, there was a great ceremony this morning, with a lot of recognition. So, let's talk a little bit more about Coleman, this was the big product announcement, really the first product in AI for Infor. Tell us a little bit about the building blocks. >> For certain. We have a couple of AI offerings now, like predictive hotel pricing, predictive demand and assortment planning in retail, but we have been building towards Coleman and what we consider the age of networked intelligence for multiple years. Since we architected Infor CloudSuite to run mission critical ERP in the cloud, we developed the capability of having data, mission critical data that really runs a business, your manufacturing, finance, distribution core functions, in the cloud on AWS, which gives us hyper-scale compute power to crunch incredible data. So, that really became possible once we moved CloudSuite in 2014. And then in 2015, we acquired GT Nexus, which is a commerce network that unites, that brings in the 80 percent of enterprise data that lies outside the four walls, among suppliers, and logistics providers, and banks. That unified that into the CloudSuite and brought that data in, and we're able to crunch that using the compute power of AWS. And then last year at Inforum, we announced the acquisition of Predictix, which is a predictive solutions for retail. And when building those, Predictix was making such groundbreaking development in the area of machine learning that they spun off a separate group called Logicblox, just to focus on machine learning. And Inforum vested heavily, we didn't talk a lot about Logicblox, but that was going to deliver a lot of the capabilities along with Amazon's developments with Lex and Alexa to enable Coleman to come to reality. So we were able then to acquire Birst. Birst is a BI program that takes, and harmonizes, the data that comes across CloudSuite and GT Nexus in a digestible form that with the machine learning power from Logicblox can power Coleman. So now we have AI that's pervasive underneath the application, making decisions, recommending advice so that people can maximize their potential at work, not have to do more menial tasks like search and gather, which McKenzie has shown can take 20 percent of your work week just looking for the information and gathering the information to make decisions. Now, you can say Coleman get me this information, and Coleman is able to return that information to you instantly, and let you make decisions, which is very, very exciting breakthrough. >> So there's a lot there. When you and I talked prior to the show, I was kind of looking for okay, what's going to be new and different, and one of the things you said was we're really going to have a focus on innovation. So, in previous Inforums it's really been about, to me anyway, we do a lot of really hard work. We're hearing a lot about acquisitions, certainly AI and Coleman, how those acquisitions come together with your, you know, what Duncan Angove calls the layer cake, you know the wedding cake stack, the strategy stack, I call it. So do you feel like you've achieved those objectives of messaging that innovation, and what's the reaction then from the customer base? >> Without a doubt. I wouldn't characterize anything that we said last year as not innovative, we announced H&L Digital, our digital transformation arm which is doing some incredible custom projects, like for the Brooklyn Nets, essentially money balling the NBA. Look forward to seeing that in next season a little bit, and then more in the season to come. Some big projects with Travis Perkins and with some other customers, care dot com, that were mentioned. But this year we're unveiling Coleman, which takes a lot of pieces, as Duncan said sort of the wedding cake, and puts them together. This has been a development for years. And now we're able to unveil it, and we've chosen to name it Coleman in honor of Katherine Coleman Johnson, one of the ladies whose life was told in the movie Hidden Figures, and she was a pioneer African-American woman in Stem, which is an important cause for us. You know, Infor years ago when we were in New Orleans unveiled the Infor Education Alliance program so that we can invest in increasing Stem education among young people, all young people with a particular focus on minorities and women to increase the ranks of underrepresented communities in the technology industry. So this, Coleman, not only pays honor to Katherine Johnson the person, but also to her mission to increase the number of people that are choosing careers in Stem, which as we have shown is the future of work for human beings. >> So talk a little bit more about Infor's commitment to increasing number to increasing, not only Stem education, but as you said increasing the number of women and minorities who go into Stem careers. >> Certainly. We, you know Pam Murphy who is our chief operating officer, this has been an incredibly important cause to her as well as Charles Phillips our CEO. We launched the Women's Infor Network, WIN, several years ago and that's had some incredible results in helping to increase the number of women at Infor. Many years ago, I think it was Google that first released their diversity report, and it drew a lot of attention to how many women and how many minorities are in technology. And they got a lot of heat, because it was about 30, 35 percent of their workforce was female, and then as other companies started rolling out their diversity report, it was a consistent number between 30 to 35 percent, and what we identified from that was not that women are not getting the jobs, it's that there aren't as many women pursuing careers in this type of field. >> Rebecca: Pipeline. >> Yes. So in order to do that, we need to provide an environment that nurtures some of the specific needs that women have, and that we're promoting education. So we formed the WIN program to do that first task, and this year on International Women's Day in early March, we were able to show some of the results that came from that, particularly in senior positions, SVP, VP, and director level positions at Infor. Some have risen 60 percent the number of women in those roles since we launched the Women's Infor Network just a couple of years ago. And then we launched the Education Alliance Program. We partnered with institutions, like CUNY the City University of New York, the New York Urban League, and universities now across the globe, we've got them in India, in Thailand and China, in South Korea to help increase the number of people who are pursuing careers in Stem. We've also sponsored PBS series and Girls Who Code, we have a hack-athon going on here at Inforum with a bunch of young people who are building, sort of, add-on apps and widgets that go to company Infor. We're investing a lot in the growth of Stem education, and the next generation. >> And by the way, those numbers that you mentioned for Google and others at around 30, 34 percent, that's much better than the industry average. They're doing quote, unquote well and still far below the 50 percent which is what you would think, you know, based on population it would be. So mainly the average is around, or the actual number's around 17 percent in the technology business, and then the other thing I would add is Amazon, I believe, was pretty forthcoming about its compensation, you know. >> Salesforce really started it, Marc Benioff. >> And they got a lot of heat for it, but it's transparency is really the starting point, right? >> It was clear really early for companies like Salesforce, and Amazon, and Google, and Infor that this was not something that we needed to create talking points about, we were going to need to effect real change. And that was going to take investment and time, and thankfully with leadership like Charles Phillips, our CEO, and Marc Benioff were making investments to help make sure that the next generation of every human, but particularly women and minorities that are underrepresented right now in technology, have those skills that will be needed in the years to come. >> Right, you have to start with a benchmark and then know where you're moving from. >> Absolutely, just like if you're starting a project to transform your business, where do you want to go and what are the steps that are going to help you get there? >> Speaking of transforming your business, this is another big trend, is digital transformation. So now that we are at nearing the end of day two of this conference, what are you hearing from customers about this jaunting, sometimes painful process that they must endure, but really they must endure it in order to stay alive and to thrive? >> Without a doubt. A disruption is happening in every industry that we're seeing, and customers across all of the industries that Infor serves, like manufacturing, healthcare, retail, distribution, they are thinking about how do we survive in the new economy, when everything is digital, when every company needs to be a technology company. And we are working with our customers to help first modernize their systems. You can't be held back by old technology, you need to move to the cloud to get the flexibility and the agility that can adapt to changing business conditions and disruptions. No longer do you have years to adapt to things, they're happening overnight, you must have flexible solutions to do that. So, we have a lot of customers. We just had a panel with Travis Perkins, and with Pilot Flying J, who was on the Cube earlier, talking about how their, and Cook Industries our primary investor now, talking about how they're re-architecting their IT infrastructure to give them that agility so they can start thinking about what sort of projects could open up new streams of revenue. How could we, you know, do something else that we never thought of, but now we have the capability to do digitally that could be the future of our business? And it's really exciting to have all the CIOs, and SVPs of technology, VPs of technology, that are here at Inforum talking about what they're doing, and how they're imagining their business. It's really incredible to get a peek at what they're doing. >> You know, we were talking to Debbie earlier. One of the interesting things that I, my takeaway is on the digital transformation, is you know, we always say digital is data and then what we talked about was the ability to traverse industry value change, not just vertically but horizontally. Amazon buying Whole Foods is a perfect example, Amazon's a content company, Apple's getting into financial services. I wonder if you could comment on your thoughts on because you're so deep into micro-verticals, and what Debbie said was well I gave a consumer package good example to a process manufacturing company. And they were like what are you talking about, and she said look, let me connect the dots and the light bulbs went off. And they said wow, we could take that CPG example and apply it, so I wonder when we talk about digital transformation, if you see or can foresee your advantage in micro-verticals as translating across those verticals. >> Without a doubt. We talk about it as adjacent innovation. And Charles points back to an example, way back from the creation of the niche in glass, and how that led to additional businesses and industries like eyeglasses and fire preparedness, and we look at it that way for certain. We dive very deep into key industries, but when we look at them holistically across and we say oh, this is happening within the retail industry, we can identify key functionality that might change the industry of disruption, not disruption, distribution. Might disrupt the distribution industry, and we can apply the lessons learned by having that industry specialization into other industries and help them realize a potential that they weren't aware of before, because we uncovered it in one place. That's happening an awful lot with what we do with retail and assortment planning and healthcare. We run 70 percent of the large hospitals in the US, and we're learning a lot from retail and how we might help hospitals move more quickly. When you are managing life and death situations, if you are planning assortment or inventory for those key supplies within a hospital, and you can make even small adjustments that can have huge impact on patient care, so that's one of the benefits of our industry-first strategy, and the adjacent innovation that we cultivate there. >> I know we're not even finished with Inforum 2017, but we must look ahead to 2018. Talk a little bit about what your goals for next year's conference are. >> For sure. You're correct, we're not finished yet with Inforum. I know everyone here is really excited about Bruno Mars who's entertaining tonight, but we are looking forward to next year's conference as well, we're already talking about some of the innovative things that we'll announce, and the customer journeys that are beginning now, which we'd like to unveil there. We are going to be moving the conference from New York, we're going to move to Washington DC in late-September, September 24th to 27th in Washington DC, which we're very excited about to let our customers, they come back every year to learn more. We had seven thousand people attending this year, we want to give them a little bit of a variety, while still making sure that they can reach, you know, with one stop from Europe and from Asia, cause customers are traveling from all over the world, but we're very excited to see the growth that would be shared. This year, for instance, if you look at the sponsors, we had our primary SI partner Avaap was platinum partner last year. In addition to Avaap this year, we were joined by Accenture, and Deloitte, Capgemini, Grant Thorton, all of whom have built Infor practices over the last 12 months because there's so much momentum over our solutions that that is a revenue opportunity for them that they want to take advantage of. >> And the momentum is just going to keep on going next year in September. So I'll see you in September. >> Yeah, thank you very much. I appreciate you guys being here with us for the third year, second year in a row in New York. >> Indeed, thank you. I'm Rebecca Knight for Dave Vellante, we will have more from Inforum 2017 in a bit.

Published Date : Jul 12 2017

SUMMARY :

Brought to you by Infor. He is the Infor Vice President of Communications. Yes, thank you for having me. It's been a lot of fun. We continued the momentum with big enterprise really the first product in AI for Infor. a lot of the capabilities along with and different, and one of the things you said program so that we can invest in increasing increasing the number of women and minorities and it drew a lot of attention to how many women So in order to do that, we need to and still far below the 50 percent that this was not something that we and then know where you're moving from. So now that we are at nearing the end that could be the future of our business? and she said look, let me connect the dots and how that led to additional businesses but we must look ahead to 2018. at the sponsors, we had our primary SI partner Avaap And the momentum is just going to for the third year, second year in a row in New York. we will have more from Inforum 2017 in a bit.

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

Published Date : Jul 11 2017

SUMMARY :

Brought to you by, Infor. he is the chief creative officer here at Infor. give us a status update of where you are now. rapidly deploy the projects we're working on So you mentioned a couple of client wins, Brooklyn Sports, or the scale to models of how they perform I was going to get very far in the NBA. and food delivered to your seat. So the Nets example it's similar to Moneyball and able to find that. and bring that into the feed and be able we will be needing the Burst into that play, yeah. Travis Perkins, I'm sorry, that you mentioned. for the distribution managers to be able to see What have you seen specifically in the retail business? and the COO of Crate and Barrel on either side of me that they need to change or else they'll be left behind. of the operations to make that run efficiently, So, Hook and Loop core, certainly the GA products the press releases around Infor they use terms I might be the only person left, I like the little sound effects of TEVO, I can't say I'm the only person, through to the creatives and the people that we bring in We are, we opened London just recently, we have an office there already. they would love it there. I love it. it's always a pleasure having you on the show. we will have more from Inforum after this.

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Chip Coyle, Infor | Inforum 2017


 

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

Published Date : Jul 11 2017

SUMMARY :

Covering Inforum 2017, brought to you by Infor. Welcome back to theCUBE's coverage What are sort of the big themes that you're trying to be having our conference here at the Javits Center. for the different individual customer constituencies, for our viewers a little bit. to the cloud, so that you get the benefits of the brand promise. for the right purpose to make immediate business decisions. to be using in our business, along with Marketo, hard core enterprise apps that are running in the cloud. in the ERP market have been accustomed to do. about the brand evolution, how are you getting the word out? And the way that we want to do that you guys are intimately involved in. Where the concept is to be able to network the data and some of the SIs are sort of coming out of the woodwork. So talk about that evolution of the eco system. in the different businesses. of the most interesting have been at Inforum. What are you trying to do there? And this year, we've got, as you mentioned, And also, Susan Rice, as you mentioned. Yes, and we're looking forward to having it's been a pleasure. I'm Rebecca Knight, for Dave Vellante.

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