The Cube presents UI Path Forward five. Brought to you by UI Path. >>We're back at forward five UI Paths, Big customer event. We're here in the Venetian, formerly the Sands Convention Center, Dave Ante and David Nicholson. Javier Castanos is here. He's the Robot Factory director. How's that for a title for Orange ESP Spania. And he's joined by Niva Pillow, who is Senior Director of Telecommunications Industry at UiPath. Folks, welcome to the Cube. Thank you. Thanks for coming on, Javier. Just off the keynote, it was really amazing to see what you were doing with your dashboard, how much you've operationalized automation, you really far down the journey. But I wanna start with your title. I've never seen this before. Robot Factory director, that's unique. What is that all about? >>Yeah, the Robot Factory is our brand to create the RPA journey to involve all the company in this amazing story regarding automation, because for us, automation is only a piece of the digital transformation and the culture transformation for the employees. >>Your robot factory obviously builds robots. Yeah. For employees and employees build them as well. >>Yeah, both. We have two different ways to, to build robots. We have a citizen developer program with more than 500 and employees certified in UiPath technology, and they build a small robot for the daily task for avoid repetitive task, very board. And in the other hand we have the robot factory team automating the business. The core business processes very complex in the telco industry, you know, and both teams working together, the community of employees, the best ambassadors for to find new opportunities and for discovery for robots and the robot factory are automating real complex processes to impacting our customer satisfaction. >>So if a, if a, if a citizen developer develops a robot, does the factory then have to audit it and make sure it's governed? Or do you add a, maybe I'm not such a good developer. Do you make it better? How does that collaboration work? >>The good thing is with you at Pat, you don't need to be a tech guy. You, you can be a finance guy and every morning you need a report, create an Excel, create a graph, put in a power point and send to your box. And you can create by your own a robot doing that task and going to the bending to take a coffee in, in the meantime that the robot is working. And as soon as you discover in your domain a complex tax, you can call us and say, Hey guys, I need your job because we need to ize this process. You need traceability. And we have a big savings below the desk. It's not only my health, it's the area work. >>Now, Navage, you specialize in the telecommunications industry. Now of course, the telcos are going through a massive transformation. It's almost, I call it revenge. The, the telcos now they're coming back with 5g. It's gonna be a great new future. But what kind of patterns are you seeing in the industry for automation? >>Sure. Look, as you said, telecoms going through quite a transformational era. There's this huge demand for connectivity around the whole world, and that presents opportunities and some challenges. But the key areas of focus right now is really helping the telecom achieve their strategic goals. And they include the customer experience at the most significant point, and thereafter driving a few more efficiencies and improving the employee experience. But organizations like Orange, you know, they start with the customer experience. These are large areas, but they tend to be the patterns where we are really helping telecoms transform and deliver better outcomes. >>Javi, I'm I'm curious about the concept of the citizen developer. Now you said that they don't have to have a deep technical background and they may come from finance or other places, but how do you, how do you recruit these people? What's in it for them? I, I can understand automating a process that is repetitive, mundane, something they don't want to do. But is there ever a concern that they might be automating themselves out of a job? >>Yeah, the, the people use Dex Excel and 30 years ago, Dex Excel does not assist and change our work. Your iPad technology is more or less the same. It's changing the way that you are working with your desktop every morning. You can create for your daily task a robot by yourself and executing your corporate desktop. And then you can save this time or use to improve your satisfaction as employee. Because sometimes in, in, in this kind of companies, we have a telecommunications engineering with a lot of talent making repetitive task. And with this technology, you can use your talent only to improve the processes. So we train these people in Miami, the training is very easy. A robot enter on the web searching, Google make different search regarding prices on, on device creates an Excel and only in a few hours that kind of people that we have in all companies that very easy excel some macros and these kind of things is the people prepared to jump to the next step to the robotization. So in all areas, in all departments, there are people prepared. In our company, 500 people. >>I, I'd like to get into a little mini case study if we could, and understand orange esp Spania is way deep. You should see this dashboard that Javier showed. I mean it's amazing, I think you said 7 million euro business benefit so far to date. But you can slice it and dice it and look at a lot of different angles. But where did you get started? Did you get started? Was it a bottoms up? In other words, an individual started to automate on their desktop. Was it a top down? The, the, the CEO said this is, we're gonna automate. How did it, I mean I'm sure you get this question a lot nivo, but where did it start at Orange? >>Yeah. Our story is very linked with the finance department because the citizen developer are saving internal hours and transforming the employee satisfaction and improving the talent and the reskilling of the people. But in the other hand, from the efficiency point of view, if you look for, for the finance approach, what happened, we, we take one profit and now domain perhaps 80% of the process. And next month the invoice reduce because your external cost disappear because the robot is making the task is improving the satisfaction of the customers. Because sometimes we have a, a human back office or another kind of task. And the compliance, the, the SLAs, the, the, the delay on time with all the people disappear with the robots because the robots are working at night. We can and repeating the job, 1, 1 1. And every tracking of that task are controlled by finance. Because if you save in a transaction three minutes, when you multiply for a thousand, a thousand, thousand tasks, you save on real time, you can see how much money you are saving and making the the things better. Not only a question of money is a question of money, but a attempt below that the customer is, is taking better experience for us. >>Robots don't sleep Nova. >>I never, >>So you started in finance and how much have you gone permeated other parts of the organization? What other parts of the organization are adopting RPA and automation? Where are you on that journey? >>More or less? Our eight, nine hundred and fifty three FTS equivalent robots working okay's like a contact center. It's robots navigating through the user interface applications, making transactions for our customers. So when you put in the middle of your customer relation, you can transform all because if a human agent is making a very complex process for, because telco is a complex market and very fast, perhaps the robot can help the human agent saving time and taking advantage of that part of, of the operations. And at the end, the operation is short and the customer satisfaction is better. And we measure the MPAs, the net, the net promoter score. And when you combine human agents with robots, the satisfaction improve because the transaction is made on real time very fast and doesn't fail. >>Is this a common story nivas that you're seeing in Telco in terms of the, the starting points? Does it tend to be bottoms up? Does it more top down? What are you seeing in >>Look, it actually varies by telecom. You know, Orange started their journey with us four years ago. So companies that have started while they tend to start in finance or IT or, or hr, but the customer experience I think is the ultimate area where many telecoms focus and what Harvey Edge just shared is it doesn't matter if a customer's calling you through a contact center or reaching you through a chatbot. They want their issue resolved at the first point. And what the robots do is they integrate information from multiple sources and provide that data to the agent so you can actually resolve the issue. And that is the beautiful example of humans and robots working together. Because if you know what the data's telling you, if it's a billing issue and a customer's been been billed because they have gone overseas and used international roaming and they weren't aware that the contract had that as a leader or a person in a contact center, you can make the right decision quite often. It takes a long time to find the data, but in this way you can actually address the issue real time, first point of resolution. And we're seeing up to 60% increase in first time resolutions across telecoms, irrespective of whether it's a chat bot or a contact center or a service desk. >>That's key. I mean, that's as a, that's consumer, that's what you just want to get off the phone or you want to get off the chat notice. So I have to ask you, what would you say is your secret to success? >>The secret is to be transparent with the organization, serve the savings and put on the table. We put on the table to the finance guys every month, all the robots that we put in production the month before and it's finance will declare officially the savings for each robot. As soon as you reach this, the credibility appear because it's not the robot factory team telling Aren, saving a lot of money of the company. No, no. It's the finance guys that trust on you. And as soon as you ask more money to buy more license or to improve the processes on whatever finance say, okay, these guys, as soon as we invest money in robots, we obtain twice or three times more by savings and they are improving not only for the quantity point of view, the quality is improving too. Because when you, a brief example, when you have a wifi problem connection and you call to our contact center, there is an ecosystem for more than 25 robots working from the beginning of your call, testing your line and making decisions. If we are going to send you a new router or you have a connectivity problem or, and the robot decide of, we are going to send to you a new install at your home and then the human manage you and take the conversation. But all the decisions are made by robots. So it's very powerful from the point of view of customer satisfaction. >>So what I'm hearing is you started four years ago. Yeah. And it, it, the ROI for your first instantiation was very fast, I presume inside of 12 months or what was the, how fast did you get a return with >>In the first three months we developed 25 robots and we saved more than 1 million to the company in three >>Months. In three months. Okay. So it was self-funding. >>Yeah. >>Right. You took that million dollars and you said, Okay, let's double down on that. Let's do it again. Do it again. Do it >>Again. It's only a question of resources and budget and only companies wants to create robots, but sometimes big companies only put on that one people to people. From the beginning of our story, we put 13 people and a budget. So if you have resources, the things happen be because the process are very accomplished. Sometimes you start one process. Sometimes our block, and we started at the beginning, a lot of process and imagine in telco we developed 900 processes, but every day we have a new opportunity for discovery. So I, I think the scalability is, is, is a challenge, but it's very, is possible if you put people and money >>And we, we focused on, we talk a lot in, in, in the broader IT world about the edge. And so I sort of think of these citizen developers as living at the edge. Part of your robot factory is at the core of the enterprise also. Is that, is that correct? Yes. >>Yes. >>Now what, what is, what has that looked like in terms of ROI cycles and development cycles? What kinds of projects do you work on at the core that are, that are different than what citizen soldiers are doing at the edge? >>Yeah. When, when we need to apply a discount or change your taif or switch on your bonus or your voicemail, that kind of transactions with impacting customers are made by the robot factory with robots made by the robot factory team. With a big traceability. With a big security because okay, with, with human awake the robot, we need to, to make a traceability because we have thousand of agents in the contact center working with robots and we have a lot of security disability and these kind of things. But in the other hand, internally we have a lot of task and a lot of processes for the citizen developers. There are very important tasks for the employee, perhaps not impacting in, in final customers, but we combine both. Because if you only work in one way, the citizen developer are making a lot of savings in terms of internal hours, but it's not real money. But in the other hand, you have the robot factory business processes impacting the money, combining both, you obtain the most powerful tool because the ambassadors, the, the, the employees are discovering you new opportunities. >>Last question, Javier, Why did you choose UiPath? What were the determining factors four years ago? >>Yeah, we, we were researching a lot in the market, but UiPath is pretty easy. You don't need to be an IT guy. People from, from customer care, people from finance in every areas. We have a lot of people learning this, this technology because it's easy, intuitive and very nice from the point of view of look and field. >>This a common story. This is really, we've reported on this a lot. This is how you UiPath really was able to get its foothold in the marketplace because of the simplicity. If you look at the legacy tools and even some of the modern tools, they were a lot more complicated. Now of course, UiPath is expanding its platform. So thank you very much. Don't welcome. Thank, thanks for coming. Thank you very much. Appreciate it. All right, you, you're gonna hear a lot of customer stories cuz that's what UI path brings in the cube. Proof is in the pudding. We right back at forward five from Las Vegas. Keep it right there.

(upbeat music) >> Okay, welcome back everyone. CUBE's coverage of re:MARS, here in Las Vegas, in person. I'm John Furrier, host of theCUBE. This is the analyst panel wrap up analysis of the keynote, the show, past one and a half days. We got two great guests here. We got Andy Thurai, Vice President, Principal Consultant, Constellation Research. Larry Carvalho, Principal Consultant at RobustCloud LLC. Congratulations going out on your own. >> Thank you. >> Andy, great to see you. >> Great to see you as well. >> Guys, thanks for coming out. So this is the session where we break down and analyze, you guys are analysts, industry analysts, you go to all the shows, we see each other. You guys are analyzing the landscape. What does this show mean to you guys? 'Cause this is not obvious to the normal tech follower. The insiders see the confluence of robotics, space, automation and machine learning. Obviously, it's IoTs, industrials, it's a bunch of things. But there's some dots to connect. Let's start with you, Larry. What do you see here happening at this show? >> So you got to see how Amazon started, right? When AWS started. When AWS started, it primarily took the compute storage, networking of Amazon.com and put it as a cloud service, as a service, and started selling the heck out of it. This is a stage later now that Amazon.com has done a lot of physical activity, and using AIML and the robotics, et cetera, it's now the second phase of innovation, which is beyond digital transformation of back office processes, to the transformation of physical processes where people are now actually delivering remotely and it's an amazing area. >> So back office's IT data center kind of vibe. >> Yeah. >> You're saying front end, industrial life. >> Yes. >> Life as we know it. >> Right, right. I mean, I just stopped at a booth here and they have something that helps anybody who's stuck in the house who cannot move around. But with Alexa, order some water to bring them wherever they are in the house where they're stuck in their bed. But look at the innovation that's going on there right at the edge. So I think those are... >> John: And you got the Lunar, got the sex appeal of the space, Lunar Outpost interview, >> Yes. >> those guys. They got Rover on Mars. They're going to have be colonizing the moon. >> Yes. >> I made a joke, I'm like, "Well, I left a part back on earth, I'll be right back." (Larry and Andy laugh) >> You can't drive back to the office. So a lot of challenges. Andy, what's your take of the show? Take us your analysis. What's the vibe, what's your analysis so far? >> It's a great show. So, as Larry was saying, one of the thing was that when Amazon started, right? So they were more about cloud computing. So, which means is they try to commoditize more of data center components or compute components. So that was working really well for what I call it as a compute economy, right? >> John: Mm hmm. >> And I call the newer economy as more of a AIML-based data economy. So when you move from a compute economy into a data economy, there are things that come into the forefront that never existed before, never popular before. Things like your AIML model creation, model training, model movement, model influencing, all of the above, right? And then of course the robotics has come long way since then. And then some of what they do at the store, or the charging, the whole nine yards. So, the whole concept of all of these components, when you put them on re:Invent, such a big show, it was getting lost. So that's why they don't have it for a couple of years. They had it one year. And now all of a sudden they woke up and say, "You know what? We got to do this!" >> John: Yeah. >> To bring out this critical components that we have, that's ripe, mature for the world to next component. So that's why- I think they're pretty good stuff. And some of the robotics things I saw in there, like one of them I posted on my Twitter, it's about the robot dog, sniffing out the robot rover, which I thought was pretty hilarious. (All laugh) >> Yeah, this is the thing. You're seeing like the pandemic put everything on hold on the last re:Mars, and then the whole world was upside down. But a lot of stuff pulled forward. You saw the call center stuff booming. You saw the Zoomification of our workplace. And I think a lot of people got to the realization that this hybrid, steady-state's here. And so, okay. That settles that. But the digital transformation of actually physical work? >> Andy: Yeah. >> Location, the walk in and out store right over here we've seen that's the ghost store in Seattle. We've all been there. In fact, I was kind of challenged, try to steal something. I'm like, okay- (Larry laughs) I'm pulling all my best New Jersey moves on everyone. You know? >> Andy: You'll get charged for it. >> I couldn't get away with it. Two double packs, drop it, it's smart as hell. Can't beat the system. But, you bring that to where the AI machine learning, and the robotics meet, robots. I mean, we had robots here on theCUBE. So, I think this robotics piece is a huge IoT, 'cause we've been covering industrial IoT for how many years, guys? And you could know what's going on there. Huge cyber threats. >> Mm hmm. >> Huge challenges, old antiquated OT technology. So I see a confluence in the collision between that OT getting decimated, to your point. And so, do you guys see that? I mean, am I just kind of seeing mirage? >> I don't see it'll get decimated, it'll get replaced with a newer- >> John: Dave would call me out on that. (Larry laughs) >> Decimated- >> Microsoft's going to get killed. >> I think it's going to have to be reworked. And just right now, you want do anything in a shop floor, you have to have a physical wire connected to it. Now you think about 5G coming in, and without a wire, you get minute details, you get low latency, high bandwidth. And the possibilities are endless at the edge. And I think with AWS, they got Outposts, they got Snowcone. >> John: There's a threat to them at the edge. Outpost is not doing well. You talk to anyone out there, it's like, you can't find success stories. >> Larry: Yeah. >> I'm going to get hammered by Amazon people, "Oh, what're you're saying that?" You know, EKS for example, with serverless is kicking ass too. So, I mean I'm not saying Outpost was wrong answer, it was a right at the time, what, four years ago that came out? >> Yeah. >> Okay, so, but that doesn't mean it's just theirs. You got Dell Technologies want some edge action. >> Yeah. >> So does HPE. >> Yes. >> So you got a competitive edge situation. >> I agree with that and I think that's definitely not Amazon's strong point, but like everything, they try to make it easy to use. >> John: Yeah. >> You know, you look at the AIML and they got Canvas. So Canvas says, hey, anybody can do AIML. If they can do that for the physical robotic processes, or even like with Outpost and Snowcone, that'll be good. I don't think they're there yet, and they don't have the presence in the market, >> John: Yeah. >> like HPE and, >> John: Well, let me ask you guys this question, because I think this brings up the next point. Will the best technology win or will the best solution win? Because if cloud's a platform and all software's open source, which you can make those assumptions, you then say, hey, they got this killer robotics thing going on with Artemis and Moonshot, they're trying to colonize the moon, but oh, they discovered a killer way to solve a big problem. Does something fall out of this kind of re:Mars environment, that cracks the code and radically changes and disrupts the IoT game? That's my open question. I don't know the answer. I'd love to get your take on what might be possible, what wild card's out there around, disrupting the edge. >> So one thing I see the way, so when IoT came into the world of play, it's when you're digitizing the physical world, it's IoT that does digitalization part of that actually, right? >> But then it has its own set of problems. >> John: Yeah. >> You're talking about you installing sensor everywhere, right? And not only installing your own sensor, but also you're installing competitor sensors. So in a given square feet how many sensors can you accommodate? So there are physical limitations on liabilities of bandwidth and networking all of that. >> John: And integration. >> As well. >> John: Your point. >> Right? So when that became an issue, this is where I was talking to the robotic guys here, a couple of companies, and one of the use cases they were talking about, which I thought was pretty cool, is, rather than going the sensor route, you go the robot route. So if you have either a factor that you want to map out, you put as many sensors on your robot, whatever that is, and then you make it go around, map the whole thing, and then you also do a surveillance in the whole nine yards. So, you can either have a fixed sensors or you can have moving sensors. So you can have three or four robots. So initially, when I was asking them about the price of it, when they were saying about a hundred thousand dollars, I was like, "Who would buy that?" (John and Larry laugh) >> When they then explained that, this is the use case, oh, that makes sense, because if you had to install, entire factory floor sensors, you're talking about millions of dollars. >> John: Yeah. >> But if you do the moveable sensors in this way, it's a lot cheaper. >> John: Yeah, yeah. >> So it's based on your use case, what are your use cases? What are you trying to achieve? >> The general purpose is over. >> Yeah. >> Which you're getting at, and that the enablement, this is again, this is the cloud scale open question- >> Yep. >> it's, okay, the differentiations isn't going to be open source software. That's open. >> It's going to be in the, how you configure it. >> Yes. >> What workflows you might have, the data streams. >> I think, John, you're bringing up a very good point about general purpose versus special purpose. Yesterday Zoox was on the stage and when they talked about their vehicle, it's made just for self-driving. You walk around in Vegas, over here, you see a bunch of old fashioned cars, whether they're Ford or GM- >> and they put all these devices around it, but you're still driving the same car. >> John: Yeah, exactly. >> You can retrofit those, but I don't think that kind of IoT is going to work. But if you redo the whole thing, we are going to see a significant change in how IoT delivers value all the way from the industrial to home, to healthcare, mining, agriculture, it's going to have to redo. I'll go back to the OT question. There are some OT guys, I know Rockwell and Siemens, some of them are innovating faster. The ones who innovate faster to keep up with the IT side, as well as the MLAI model are going to be the winners on that one. >> John: Yeah, I agree. Andy, your thoughts on manufacturing, you brought up the sensor thing. Robotics ultimately is, end of the day, an opportunity there. Obviously machine learning, we know what that does. As we move into these more autonomous builds, what does that look like? And is Amazon positioned well there? Obviously they have big manufacturers. Some are saying that they might want to get out of that business too, that Jassy's evaluating that some are saying. So, where does this all lead for that robotics manufacturing lifestyle, walk in, grab my food? 'Cause it's all robotics and AI at the end of the day, I got sensors, I got cameras, I got non-humans moving heavy lifting stuff, fixing the moon will be done by robots, not humans. So it's all coming. What's your analysis? >> Well, so, the point about robotics is on how far it has come, it is unbelievable, right? Couple of examples. One was that I was just talking to somebody, was explaining to them, to see that robot dog over there at the Boston Dynamics one- >> John: Yeah. >> climbing up and down the stairs. >> Larry: Yeah. >> That's more like the dinosaur movie opening the doors scene. (John and Larry laugh) It's like that for me, because the coordinated things, it is able to go walk up and down, that's unbelievable. But okay, it does that, and then there was also another video which is going on viral on the internet. This guy kicks the dog, robot dog, and then it falls down and it gets back up, and the sentiment that people were feeling for the dog, (Larry laughs) >> you can't, it's a robot, but people, it just comes at that level- >> John: Empathy, for a non-human. >> Yeah. >> But you see him, hey you, get off my lawn, you know? It's like, where are we? >> It has come to that level that people are able to kind of not look at that as a robot, but as more like a functioning, almost like a pet-level, human-level being. >> John: Yeah. >> And you saw that the human-like walking robot there as well. But to an extent, in my view, they are all still in an experimentation, innovation phase. It doesn't made it in the industrial terms yet. >> John: Yeah, not yet, it's coming. >> But, the problem- >> John: It's coming fast. That's what I'm trying to figure out is where you guys see Amazon and the industry relative to what from the fantasy coming reality- >> Right. >> of space in Mars, which is, it's intoxicating, let's face it. People love this. The nerds are all here. The geeks are all here. It's a celebration. James Hamilton's here- >> Yep. >> trying to get him on theCUBE. And he's here as a civilian. Jeff Barr, same thing. I'm here, not for Amazon, I bought a ticket. No, you didn't buy a ticket. (Larry laughs) >> I'm going to check on that. But, he's geeking out. >> Yeah. >> They're there because they want to be here. >> Yeah. >> Not because they have to work here. >> Well, I mean, the thing is, the innovation velocity has increased, because, in the past, remember, the smaller companies couldn't innovate because they don't have the platform. Now Compute is a platform available at the scale you want, AI is available at the scale. Every one of them is available at the scale you want. So if you have an idea, it's easy to innovate. The innovation velocity is high. But where I see most of the companies failing, whether startup or big company, is that you don't find the appropriate use case to solve, and then don't sell it to the right people to buy that. So if you don't find the right use case or don't sell the right value proposition to the actual buyer, >> John: Mm hmm. >> then why are you here? What are you doing? (John laughs) I mean, you're not just an invention, >> John: Eh, yeah. >> like a telephone kind of thing. >> Now, let's get into next talk track. I want to get your thoughts on the experience here at re:Mars. Obviously AWS and the Amazon people kind of combined effort between their teams. The event team does a great job. I thought the event, personally, was first class. The coffee didn't come in late today, I was complaining about that, (Larry laughs) >> people complaining out there, at CUBE reviews. But world class, high bar on the quality of the event. But you guys were involved in the analyst program. You've been through the walkthrough, some of the briefings. I couldn't do that 'cause I'm doing theCUBE interviews. What would you guys learn? What were some of the key walkaways, impressions? Amazon's putting all new teams together, seems on the analyst relations. >> Larry: Yeah. >> They got their mojo booming. They got three shows now, re:Mars, re:inforce, re:invent. >> Andy: Yeah. >> Which will be at theCUBE at all three. Now we got that coverage going, what's it like? What was the experience like? Did you feel it was good? Where do they need to improve? How would you grade the Amazon team? >> I think they did a great job over here in just bringing all the physical elements of the show. Even on the stage, where they had robots in there. It made it real and it's not just fake stuff. And every, or most of the booths out there are actually having- >> John: High quality demos. >> high quality demos. (John laughs) >> John: Not vaporware. >> Yeah, exactly. Not vaporware. >> John: I won't say the name of the company. (all laugh) >> And even the sessions were very good. They went through details. One thing that stood out, which is good, and I cover Low Code/No Code, and Low Code/No Code goes across everything. You know, you got DevOps No Low-Code Low-Code. You got AI Low Code/No Code. You got application development Low Code/No Code. What they have done with AI with Low Code/No Code is very powerful with Canvas. And I think that has really grown the adoption of AI. Because you don't have to go and train people what to do. And then, people are just saying, Hey, let me kick the tires, let me use it. Let me try it. >> John: It's going to be very interesting to see how Amazon, on that point, handles this, AWS handles this data tsunami. It's cause of Snowflake. Snowflake especially running the table >> Larry: Yeah. >> on the old Hadoop world. I think Dave had a great analysis with other colleagues last week at Snowflake Summit. But still, just scratching the surface. >> Larry: Yeah. >> The question is, how shared that ecosystem, how will that morph? 'Cause right now you've got Data Bricks, you've got Snowflake and a handful of others. Teradata's got some new chops going on there and a bunch of other folks. Some are going to win and lose in this downturn, but still, the scale that's needed is massive. >> So you got data growing so much, you were talking earlier about the growth of data and they were talking about the growth. That is a big pie and the pie can be shared by a lot of folks. I don't think- >> John: And snowflake pays AWS, remember that? >> Right, I get it. (John laughs) >> I get it. But they got very unique capabilities, just like Netflix has very unique capabilities. >> John: Yeah. >> They also pay AWS. >> John: Yeah. >> Right? But they're competing on prime. So I really think the cooperation is going to be there. >> John: Yeah. >> The pie is so big >> John: Yeah. >> that there's not going to be losers, but everybody could be winners. >> John: I'd be interested to follow up with you guys after next time we have an event together, we'll get you back on and figure out how do you measure this transitions? You went to IDC, so they had all kinds of ways to measure shipments. >> Larry: Yep. >> Even Gartner had fumbled for years, the Magic Quadrant on IaaS and PaaS when they had the market share. (Larry laughs) And then they finally bundled PaaS and IaaS together after years of my suggesting, thank you very much Gartner. (Larry laughs) But that just performs as the landscape changes so does the scoreboard. >> Yep. >> Right so, how do you measure who's winning and who's losing? How can we be critical of Amazon so they can get better? I mean, Andy Jassy always said to me, and Adam Salassi same way, we want to hear how bad we're doing so we can get better. >> Yeah. >> So they're open-minded to feedback. I mean, not (beep) posting on them, but they're open to critical feedback. What do you guys, what feedback would you give Amazon? Are they winning? I see them number one clearly over Azure, by miles. And even though Azure's kicking ass and taking names, getting back in the game, Microsoft's still behind, by a long ways, in some areas. >> Andy: Yes. In some ways. >> So, the scoreboard's changing. What's your thoughts on that? >> So, look, I mean, at the end of the day, when it comes to compute, right, Amazon is a clear winner. I mean, there are others who are catching up to it, but still, they are the established leader. And it comes with its own advantages because when you're trying to do innovation, when you're trying to do anything else, whether it's a data collection, we were talking about the data sensors, the amount of data they are collecting, whether it's the store, that self-serving store or other innovation projects, what they have going on. The storage compute and process of that requires a ton of compute. And they have that advantage with them. And, as I mentioned in my last article, one of my articles, when it comes to AIML and data programs, there is a rich and there is a poor. And the rich always gets richer because they, they have one leg up already. >> John: Yeah. >> I mean the amount of model training they have done, the billion or trillion dollar trillion parametrization, fine tuning of the model training and everything. They could do it faster. >> John: Yeah. >> Which means they have a leg up to begin with. So unless you are given an opportunity as a smaller, mid-size company to compete at them at the same level, you're going to start at the negative level to begin with. You have a lot of catch up to do. So, the other thing about Amazon is that they, when it comes to a lot of areas, they admit that they have to improve in certain areas and they're open and willing and listen to the people. >> Where are you, let's get critical. Let's do some critical analysis. Where does Amazon Websters need to get better? In your opinion, what criticism would you, in a constructive way, share? >> I think on the open source side, they need to be more proactive in, they are already, but they got to get even better than what they are. They got to engage with the community. They got to be able to talk on the open source side, hey, what are we doing? Maybe on the hardware side, can they do some open-sourcing of that? They got graviton. They got a lot of stuff. Will they be able to share the wealth with other folks, other than just being on an Amazon site, on the edge with their partners. >> John: Got it. >> If they can now take that, like you said, compute with what they have with a very end-to-end solution, the full stack. And if they can extend it, that's going to be really beneficial for them. >> Awesome. Andy, final word here. >> So one area where I think they could improve, which would be a game changer would be, right now, if you look at all of their solutions, if you look at the way they suggest implementation, the innovations, everything that comes out, comes out across very techy-oriented. The persona is very techy-oriented. Very rarely their solutions are built to the business audience or to the decision makers. So if I'm, say, an analyst, if I want to build, a business analyst rather, if I want to build a model, and then I want to deploy that or do some sort of application, mobile application, or what have you, it's a little bit hard. It's more techy-oriented. >> John: Yeah, yeah. >> So, if they could appeal or build a higher level abstraction of how to build and deploy applications for business users, or even build something industry specific, that's where a lot of the legacy companies succeeded. >> John: Yeah. >> Go after manufacturing specific or education. >> Well, we coined the term 'Supercloud' last re:Invent, and that's what we see. And Jerry Chen at Greylock calls it Castles in the Cloud, you can create these moats >> Yep. >> on top of the CapEx >> Yep. >> of Amazon. >> Exactly. >> And ride their back. >> Yep. >> And the difference in what you're paying and what you're charging, if you're good, like a Snowflake or a Mongo. I mean, Mongo's, they're just as big as Snow, if not bigger on Amazon than Snowflake is. 'Cause they use a lot of compute. No one turns off their database. (John laughs) >> Snowflake a little bit different, a little nuanced point, but, this is the new thing. You see Goldman Sachs, you got Capital One. They're building their own kind of, I call them sub clouds, but Dave Vellante says it's a Supercloud. And that essentially is the model. And then once you have a Supercloud, you say, great, I'm going to make sure it works on Azure and Google. >> Andy: Yep. >> And Alibaba if I have to. So, we're kind of seeing a playbook. >> Andy: Mm hmm. >> But you can't get it wrong 'cause it scales. >> Larry: Yeah, yeah. >> You can't scale the wrong answer. >> Andy: Yeah. >> So that seems to be what I'm watching is, who gets it right? Product market fit. Then if they roll it out to the cloud, then it becomes a Supercloud, and that's pure product market fit. So I think that's something that I've seen some people trying to figure out. And then, are you a supplier to the Superclouds? Like a Dell? Or you become an enabler? >> Andy: Yeah. >> You know, what's Dell Technologies do? >> Larry: Yeah. >> I mean, how do the box movers compete? >> Larry: I, the whole thing is now hybrid and you're going to have to see just, you said. (Larry laughs) >> John: Hybrid's a steady-state. I don't need to. >> Andy: I mean, >> By the way we're (indistinct), we can't get the chips, cause Broadcom and Apple bought 'em all. (Larry laughs) I mean there's a huge chip problem going on. >> Yes. I agree. >> Right now. >> I agree. >> I mean all these problems when you attract to a much higher level, a lot of those problems go away because you don't care about what they're using underlying as long as you deliver my solution. >> Larry: Yes. >> Yeah, it could be significantly, a little bit faster than what it used to be. But at the end of the day, are you solving my specific use case? >> John: Yeah. >> Then I'm willing to wait a little bit longer. >> John: Yeah. Time's on our side and now they're getting the right answers. Larry, Andy, thanks for coming on. This great analyst session turned into more of a podcast vibe, but you know what? (Larry laughs) To chill here at re:Mars, thanks for coming on, and we unpacked a lot. Thanks for sharing. >> Both: Thank you. >> Appreciate it. We'll get you back on. We'll get you in the rotation. We'll take it virtual. Do a panel. Do a panel, do some panels around this. >> Larry: Absolutely. >> Andy: Oh this not virtual, this physical. >> No we're live right now! (all laugh) We get back to Palo Alto. You guys are influencers. Thanks for coming on. You guys are moving the market, congratulations. Take a minute, quick minute each to plug any work you're doing for the people watching. Larry, what are you working on? Andy? You go after Larry, what you're working on. >> Yeah. So since I started my company, RobustCloud, since I left IDC about a year ago, I'm focused on edge computing, cloud-native technologies, and Low Code/No Code. And basically I help companies put their business value together. >> All right, Andy, what are you working on? >> I do a lot of work on the AIML areas. Particularly, last few of my reports are in the AI Ops incident management and ML Ops areas of how to generally improve your operations. >> John: Got it, yeah. >> In other words, how do you use the AIML to improve your IT operations? How do you use IT Ops to improve your AIML efficiency? So those are the- >> John: The real hardcore business transformation. >> Yep. >> All right. Guys, thanks so much for coming on the analyst session. We do keynote review, breaking down re:Mars after day two. We got a full day tomorrow. I'm John Furrier with theCUBE. See you next time. (pleasant music)

>>Hello everyone. Thank you, add appreciating the studio. We're here at the cube here in cloud city telco DRS Cloud city. I'm Jeffrey Day Volonte. We're here for the next three days. Wall to wall live coverage. It's a physical event with a virtual program. It's hybrid. We're here with Daniel Royston, the Ceo of telco D. R. And the acting Ceo Toby, which is announced today. Great >>to see you. It's awesome to see you guys. >>Awesome to see how you doing, how you >>Feeling? I'm feeling congratulations. Right. 101 days ago, I didn't even think this doesn't exist. Right. And we got in contact with you guys and we said we knew there was always going to be a big virtual component and we invited you guys and here we are together. It's insane. >>Well we did the preview videos, but we're kind of walking through and document in the early stages. It all came together beautifully spectacular For the folks watching behind us is the most spectacular build out clouds. It's an ecosystem open concept. It feels like the Apple store meets paradise. Of course. We got the cube here in the set and we got the studio with all the command and control of adam there. So I gotta ask you with the connected keynotes going on right now. The connected world. Yeah. It's connected. We all know that everyone knows that what's, what's different now real quick before we get into the program, what's going on? >>Yeah. I think a big part of my messages and advocating it's more than just the network, Right? And I think telcos forever have relied on. That's all it is. That's what it's about. And I'm like, nope, you guys got to start focusing on your subscribers, right? And so the over the top players keep coming in and siphoning away their revenue and it's time for them to start focusing on us, right and making experience great. And I think that's what this is all about. >>So we're gonna get the news but I want to toss it to Katie. The roving reporter is going to give it a detail on how it all came together. So Katie take it away. >>Mhm We're here in Barcelona and so excited to be back in this beautiful city over at the convention center. The team is working hard putting the finishing touches to tell Cody are amazing cloud city booth at MwC Barcelona 2021. I'm sure you know the story of how this all came together as one of the biggest vendors Erickson pulled out of M. W. C. With just over 100 days until the start of the event. When this happened last year, it kicked off a tidal wave of departures and MwC was called off this year. We all wondered if MWC was going to be cancelled again and that's when Daniel Royston Ceo of Telco D. R. And Tito G swooped in and took over the booth all 6000 square meters of it. The plan turn the booth into cloud city, the epicenter of public cloud innovation at MWC crews have been working around the clock. Over 100 and 50 people have been on this construction site for over three weeks with covid testing every day to prevent outbreaks during the build and in 100 days, it's become just that Cloud city has over 30 vendors presenting over 70 demos with 24 private meeting areas. Cloud City Live is a virtual showcase and live broadcast studio featuring 50 guests from cloud Thought leaders around the world. They have telepresence robots for a more personalized experience and the Cloud city quest game with a chance to win more than $100,000 to gain access to live streams of our nightly concerts with rosario flores and rock legend Jon bon Jovi. And don't forget to visit cloud city dot telco D R dot com to join in on the fun Daniel Royston and Nacho Gomez, founder and Ceo of one of the key vendors in the construction of the booth gave us a behind the scenes tour of the booth. >>Nacho. We did it. Yeah, we did. It can't even touch because of Covid. Yeah, but look what we did. But right, 100 days ago I called and I said I'm taking over the Ericsson booth. What did you think? I know you were crazy but just a little bit crazy, realized that you were mortgages than I thought. So at the very, at the very beginning I thought, yeah, she's crazy. But then I couldn't sleep that night. But the next uh then I realized that it was a very good it's a great idea. Yeah super smart. So yeah we're gonna show everyone toward the booth. Yeah let's go. Let's go. Okay So how do we build such an amazing, beautiful building now? So this is we've made building inside a book. So it was very hard to find a glassful of facade. The roof is around 24 tones. Yeah so it's crazy crazy but we made it work and it's totally amazing. Yeah. Do you want to go to tragedy life? Do let's go. Okay so here we are Cloud city live. I know we're producing a whole live streaming tv show. We always knew because of covid that not everyone will be able to come to Mwc as we wanted to make sure that people can learn about the public cloud. So over here we have the keynote stage, we're gonna have awesome speakers talking all throughout M. W. C. People from AWS Microsoft, google vendors companies. So really really great content. And then over there we have the cube interviewing people again 15 minute segments, live streaming but also available on demand. And you can find all of this content on cloud city. Tell Cody are calm and it's available for anyone to you. Well, a lot of content. And what about the roberts? I never get them out. Come on. We remember 100 days ago we were locked down. So we came up with the idea of having robots for the people who cannot attend in person. I know right. We always knew that there was gonna be a big virtual component to MWC this year. So we bought 100 telepresence robots. It's a great way to have a more personal experience inside the boot. Just sign up for one on cloud city dot telco D r dot com and you can control it yourself. Right? So today we have Nikki with us, who's dialing in from the Philippines in Manila? Hello, Nicky. Hi there, how are you? I were great. Can you show us a twirl all gaining on us? Super cool. Yeah, it is. What an experience. So Nikki robots are not the only cool thing we have in cloud city. We also have super awesome concert. We have rosario flores on monday. Who's a latin grammy award winner. We have Jon bon Jovi, Jon bon Jovi on Tuesday, can't be changing telephone that a little bit of rock n roll and that's Tuesday. And on Wednesday we have DJ official, it's going to be a super party. Now if you play our cloud city quest on cloud city telco D R dot com you can participate in a live streaming concert and so I know a lot of people out there have been a lockdown. Haven't been able to be going to concerts. Things from austin texas, which is the live music capital of the world, How to have music. It would be so exciting is gonna be great. I'm getting hungry. Why don't we go to the restaurant? Let's go eat. Let's go. Yeah, Here is our awesome restaurant. I know it's called Cloud nine. Right? It's a place to come and sit down and relax now. Barcelona is known for its great food and I'm a foodie. So we had to have a restaurant. Should we go check out my secret bar? Let's go. Mhm. Yeah, here >>thanks to a R. And thank you Nacho if you're watching this at home, I'm so sorry you can't join us in person. However, let's not forget this is a hybrid event meaning we're bringing all the public cloud action right to you wherever in the world you might be. This includes the Pact cloud city live program. We've partnered with the cube Silicon angle Media's live streaming video studio to make sure that all of the keynotes, panel discussions, demos, case studies interviews and way more are available on demand so you can watch them whenever and wherever you want or you can live stream and enjoy all things cloud city as and when they happen. So for those of you not able to join us in, Barcelona, be sure to log in to cloud city live and catch all the action and don't miss the awesome concert Tuesday night with Jon bon Jovi available for free. If you participate in our cloud city quest game, I'll be here throughout MWc bringing you reports and updates. Stay >>tuned. Yeah. >>Mhm. Okay, we're back here on the cube on the floor at mobile world congress in cloud city telco DRS clouds. They were here with D. R. Of telco, D R. Danielle Rice and great to see you back, we're back. So the keynotes going on connected world, the big news here, I'll see the open shift that's happening is going open. Open ran, it's been a big thing. Open ran alliance. You're starting to see the industry come together around this clear mandate that applications are gonna be cloud native and the public cloud is just coming in like a big wave and people are gonna be driftwood or they'll be surfing the wave. Yeah, this is what's happening. >>Yeah, I think public cloud is an unstoppable megatrend. It's hit every other industry regulated industries like banking, right? Top secret industries like government. They all use the public cloud tells us the last, you know, standing old school industry and it's coming and I don't think we could have had an MWc without talking about open man. That's the other major shift. And so we're bringing both of those ideas here together in cloud city. So >>the big theme is telco transformation. Maybe we could start with the basics like paint a picture of what the telco infrastructure looks like, particularly the data center stuff because they all have big data centers >>because that's >>those are the candidates to go into the cloud explained to the audience. >>Well, do you have a time machine? I think if any of us were in tech in the late 90s and early 2000s, that's what telcos like today. Right. So for people outside of the industry don't know right there mostly still managing their own data centers, they're just sort of adopting virtualization. Some of the more advanced telcos are mostly virtualized public cloud. Is this idea that like this advanced thought and so yeah, I mean things are on premise, things are in silom, things don't use a P. I. S there all integrated with custom code. And so the transformation, we can all see it because we've lived it in other industries. And I'm bringing that to telco and say come along for the ride. It totally works and it's gonna be amazing. >>So it's hardened purpose built infrastructure. Okay. That ultimately parts of that need to go to the public cloud. Right. What parts do you see going first? >>I think all of it. Really. Yeah. And I think when you look at like dish in the W. S. Which was an announcement that came out about two months ago. Right. I mean dish was doing all these are FPs. Everyone knew about it. They were looking for a cloud native software and no one knew what they were. They knew a big part was open man. But their coupling open ran with AWS and deploying their parts of their network onto the public cloud and the whole industry is like wait we thought this was years away, right? Or number two, you're crazy. And I'm saying this is what I've been talking about guys. This is exactly what you can do, leverage the Capex over. Let's see. I think Amazon did $100 billion 2020 right, leverage that Capex for yourself. Get that infinite scalability right? It's going to, well we >>have, we have a saying here in the queue, we just made this up called D. R. That's your initial tucker. The digital revolution and the three Rs reset re platform and re factor. I think the observation we're seeing is that you're coming in with the narrative what everyone's kind of like they're waking up because they have to reset and then re platform with the cloud. But the opportunity is gonna be the re factoring, You're seeing the public cloud, do that already with the Enterprise Enterprises. Already re factoring has done that. Already done that now. Telcos the last area to be innovated by the cloud. >>Yeah, I think there's old school big, we're kind of on a hollowed ground here in the Ericsson booth that I took over, right? They bailed and I kind of made fun of them. I was like, they don't have anything to say, right, They're not going to go to the show. I'm like, this is this is a revolution that's happening in telco and I don't think the big guys are really interested in rewriting their software that frankly makes them billions and billions of dollars of revenue. And I'm like to use the public cloud. All of the software needs to be rewritten needs to be re factored and you've got to start training your teams on how to use it. They don't have any capability. The telcos, in terms of those skills hire the right people, retrain your teams, move your applications, rewrite them. And I think that's what we're talking, this is not a short journey, this is a 10 year journey. So >>let's fast forward to the future a little bit because when I look around cloud city, I see ecosystem everywhere. So as you well know, the telcos have generally done a poor job of attacking adjacent seas. So my question is can they go beyond should they go beyond connectivity or is that going to be the role of the ecosystem? >>Yeah, I think it's time that the telco starts to focus on their subscriber, right? It's been really easy for them to rely on the oligopoly of the network, Right? The network, we live in the United States, we see the 18 T Verizon T mobile five G network, five G network. Like what about us? Right. And it's really easy for the over the top players right, that come in and they're always, telcos are always complaining about being coming dumb pipes and I'm like, you don't focus on the customer, we would rather buy from an Apple and amazon if they provided a mobile service because the customer experience will be better. Right? They need to start focusing on us. They have great businesses but they want to make them better. They need to start focusing on the subscriber, so >>it's a partnership with the ecosystem then for them to go beyond just straight connectivity because you're right, those are the brands that we want to do business >>with. You know, there was a great survey, Peter Atherton who will be talking as a speaker I think um I can't remember when he's talking but he was talking about how there was a survey done, where would you rather get your mobile service from? And it had a couple of big names in telco and then of course the obvious, you know, consumer brands, the ones that we all know and it was like overwhelmingly would rather buy from an amazon or an apple. And I'm like, this is like if you guys don't change, right, if telco doesn't change they keep rolling out 60 and blah blah blah. It's about the network and I don't start making about the subscriber right? Those revenues are going to continue to erode and they just sit there and complain about the O. T. T. Players. Like it's time to fight back. Yeah, I own the subscriber >>relationship. It's a digital revolution and I think This event really encapsulates in my mind this hybrid world here because it's physical events back. It's been since 2019 winter that this event actually happened. >>Well no it was even longer than, well I guess winter it was February of 19, right? And so like you look at ericsson and some of the big names that dropped out of the show, the time they come back, three years will have passed three years, right? This is how you feel your sales funnel is how you connect with your customers right? Tokyo is a very global, you know experience and so you gotta, you gotta get in front of people and you got to talk a >>lot of change to its happened, look at just what public clouds done in 2.5 years. You imagine three years being just >>gone, right? And I think a lot of people back to edition A. W. S. I think the industry was a little bit surprised by that announcement. So I've been telling executives if you were surprised by that, if you think that's, you know, if you don't know how that's gonna work, you need to come to cloud cities, you start meeting all the vendors are here. We have over 30 vendors, 70 demos, right? People who are pushing the technology forward, you need to learn what's going on here. We have several dish vendors here. Come learn about open rand, come learn about public cloud. So >>we're tight on time today, but we're going to have you back and we want to get into the tech, Get it to open, ran a little bit, get into what 5G and beyond and how we're going to take advantage of that and monetize it and what that all means. >>And also we want to hear what's going on the hallways. I know you got a lot of your key noting, you're gonna be a lot of events, the yacht. You've got a lot of briefings, >>yep. Yeah, I've already had two meetings this morning. I shot a video. Um, I met with one of the world's largest groups and I met with a tiny little super app company. Right? So running the gamut, doing everything reporter >>now, we could be like our roaming >>reporter. You know, I love, I love talking to execs and telco getting their perspective on what is public cloud and where are they going, what are they thinking about? And you talked to people who really, really get it and you get people who are just nascent and everywhere in between and I love mwc it's going great. >>Daniel Rose and you are a digital revolution telco DDR. There's amazing. Davis has been fantastic. Again for the folks watching, this is a hybrid events, there's an online component and we're reaching out with our remote interviews to get people brought in and we're shipping this content out to the masses all over the world. It's gonna be really amazing cube coverages here. It's gonna be rocking you guys are doing great. I just want to give you a compliment that you guys just did an amazing job. And of course we've got adam in the studio with the team. So adam, I'm gonna pass it off back to you in the studio

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by Silicon Angle. Hi, this is David Linton. You're watching the Cubes coverage of the Cube on Cloud, our own virtual event where we're trying to understand the future of cloud, where we've come from and where we're going. And we're bringing in visionaries to really have that detailed conversation. Daniel Jones is here. He's the CEO of automation specialist. You. I path Daniel. Thanks for coming on and sharing your insights here. >>Thank you so much for inviting me. They've appreciated. >>That's always a pleasure to get together with folks that have started companies with a seed of a vision and have exploded in tow. You know, great success. And when I wanna go back to the the the founding days of you, I path 2005. It was a pre cloud. There's certainly pre cloud as we know it today. A w s came out in 2006. Aw, and then we saw the clouds Ascendancy. But but your original founding premise there was no cloud, you know, it wasn't like a startup could just spend up stuff in the cloud. But what you've seen that evolution. So when you first started to see cloud evolved, What did you think? Did you think Oh, well, we'll see what happens. Or did you? Did you know at the time that this was gonna be a bigas? It actually has become. What were your thoughts back then? >>Well, I honestly, I thought that we are kind of agent. And maybe it's stupid to not to pie foot in tow, The new trends in technology like Cloud Mobile social and I we kept, you know, working on this computer vision technology that 15 years ago, war was not really hot. But with the evolution of self driving cars and the latest development in AI, we we've been able to capture our investments in the domain that was not hot. But suddenly, you know, became the word the of the greatest minds in I t. And we definitely we specialize Our computer vision toe a narrow use case, but still, it's the It's the key of what we've done in, uh, in the end, the robots are powered by computer vision technology. This kind of a robot emulate how human user work. So obviously we use vision a lot in our day by day work and having the best technology that allows our robots to interact with the computer screen more like human user is quintessential and, uh, making our business reliable and easy to use. So we were lucky. But I always felt that maybe I should change it. And we were feeling I remember you know, many discussions with my, you know, initial developers because we like what you're doing. What we felt a bit left outside my door. What way? Got lucky in the end. >>So So I have a premise here and that when you go back to the early days of cloud, what they got right was they were attacking the human labor problem and they automate it was storage. It was it was networking. It was compute. But really the automation that they brought toe i t. And the quality that that drove and the flexibility was, you know, a game changer. Of course, we know that now. And you know, many of us at the time were very excited about Cloud. I'm not sure we predicted the impact that it had, but my premise is that there's a parallel in your business with the automation that you're driving into the business. We've talked toe people, for instance, that some of your customers have said, You know I can't do Six Sigma. I can't afford to do six Sigma before things like R P. A. For business process. I do that for Mission critical things, but now I can apply six Sigma thinking across my entire business that drives quality. It takes costs out of my business. So what do you think about that premise? That there's a parallel between the early days of cloud taking human labor out of the equation and driving quality and flexibility, cost saving speed and revenue, etcetera and what you're doing on the business side, >>it is clearly a parallel. I can tell that the cloud was built by looking at ICTY Automation use cases first of all, because this is all software engineers understand the most software engineers. Let's be you little on this. They don't understand the business work. They don't understand all how the rial work is performing a big enterprise and they don't care. Sometimes when in my own discussions with our CFO, he is surprised that I don't know all the use cases in the world. Yes, of course. I don't know exactly how an insurance company work All the processes in a health care, all the banking processes. I have intellectual curiosity how they were. But what interests me the most is our computer vision technology that works uniformly well across different. That was the same from the cloud. So initially they built and they build a cow cloud one toe, help them when what they know the best. And now, for we were put in the face of having great technology, this computer region technology, but without having a great use case in the I t world that we understood. And when we when I'm speaking about our early days like 12, 13, 14, I believe this technology has a lot less applicable bility in the real world. Because again, we were thinking of some sorts of small I T automation gigs that were not possible just doing the AP ice. But when I discovered the messy world of business processes and how important is to emulate people when you think automation, that was a big ah ha moment. So I believe that we can do for business processes what the cloud has done for I t processes on. We are really patient now about this business processes on helping people toe eliminate all the repetitive work that is their delegate. This work two robots and have the people that are required to do this work do do better. A smaller number of tasks every day. Everyone has own, as on her or him played today like, let's say, 10, 20 different activities. Some of them can be completely delegated to rob to robots, and they are the low value type of activities, while they can focus on the high value activities like interaction with people, creativity, decision making and this type of human like things that we as humans really love. >>I love that you shared that story, but you thought it was a very narrow, sort of set of use cases when you first started and then, you know, that's that's just an awesome founders, you know, really ization. I love it when we've often said in the Cube that, you know, for decades we've marched to the tune of Moore's Law. That was the innovation engine. No longer is that case. It's a combination of of data, applied machine intelligence and cloud for scale. And I guess the computer vision pieces How you in just the data you've you've made some investments in a I and there's many more to come the industry in general and the cloud is sort of the piece of that equation that we see for scale. So I wonder how you see those pieces fitting to your business. Uh, and how important is the cloud for your scale? At last? Uh, at last year, I path forward. There was a lot of talk amongst your customers about scaling. Is the cloud critical for that scale? >>Yeah, I believe so. And we are thinking of clouds in tow. Distinct ways number one. We're offering Onda manage automation service in our own close, using where we host everything by ourselves, including our orchestrator, and then be next to have the plans to include our the robots that execute the automation And people simply can't connect to our cloud building automation and just scheduled to run without any maintainers. And they will have access to oh, great analytics, Everything integrated. So this is a major force to us, and the way we launching G a. This cloud offering in April this year, and I can tell you that until now, 20% of our customers already are in a shape or another in this type of offering, not 20% dollar amount, but 20% of our customers. And it's clear that at this point this has mawr applicability into the long tail, a smaller customers than in the on our biggest customers. But the second, this thing type of cloud offering that we focus on is toe have best in class support and best in class multi cloud support for the cloud of choice of our customers. For instance, if you go in if you go in a w, g, c, p usher and you buy a subscription there, you wear buildings. Specialized editions were with one click. You will be able to install our technology in those clouds and you'll be ableto scale up and down your robots. You can connect your robots to our many service were within your tenant, but basically the angle is toe lesson. Ah lot the administration, the maintainers footprint of your installation, either on our own cloud, even on your cloud of choice. I'm a strong believer that we will see an accelerated transition from the completely on Prem Workloads into these two source of cloud workloads. >>I wanna ask you, is a a technologist if you see. So you mentioned that you're gonna take your products and your support. Multiple clouds will run on any cloud in A lot of companies are talking about that, you know, for their respective whether it's a database or, you know, whatever storage device, etcetera. Do you see the day where you'll actually start? You're collaborating across clouds. Where the user, uh, maybe maybe the user today doesn't know, but maybe a developer does know which cloud it's running on. But do you see any value in actual, you know, connecting across clouds where the data and one cloud is relevant for the data? Another cloud is I know there are latent see issues. Is that you know, technically feasible. And is it it? Will it drive business value? What do you think about that cross cloud connection? >>I believe it is already happening. There is a mesh between between various services and who knows in which cloud they are awful. Already. I feel the Leighton see is less and less of a problem as much as the biggest cloud provider have have a very distributed geographically president. So as long as I can playing AWS in East Coast, on on Asia in East Coast, it's not such a big Leighton see issue. Uh huh. Frankly, in the past, our customers at least start telling us they seen how it is to be completely looking toe one technology on people would like Toa have optionality. It's not necessarily that I will use three clothes, but I would like to use the vendor that gives me optionally even. And this is what we're trying to offer. >>Do you, when you think about the future of work? I mean, e said before the cloud one dato was infrastructure storage, networking, computing Uh, it seems like to Dato we're bringing in more ai new workloads. We're seeing, you know, analytics and machine intelligence applied to the data and then, you know, distributed at scale self serve to the business. How do you see the future of work specifically as it relates toe automation affecting that, uh on you know what role does cloud play there? What's your vision? >>So as the workloads will move to cloud. It's absolutely critical that the processes will move to cloud, so there is no way back. I think, that moving in tow, moving from home for and software into cloud will make even easier toe automate this type of workloads into the cloud. It's gonna be less maintain us. You will deal less with legacy applications that require some special care. It's kind of a bit more easier to automate modern Onley, Web based type of application so that Z we'll see an acceleration on the moving to cloud. But again, there will be different sorts of cloud from a completely manage automation service from us toe managing yourself the automation in your cloud tenant, but not on prayer. I'm not a big believer that we will accept unless very few critical sectors I don't think that we will see home Primor roads in the past five years. >>I mean, I agree in this case, the business case for on Prem just gets, you know, less and less. I mean, it'll be a certain applications for sure. My last question is, when thinking about from a software developer standpoint, you obviously you're gonna wanna run in a W S and G, C P and Azure. Uh, perhaps Alibaba, Uh, do you look at other clouds? Whether their regional clouds, of course. You got your own cloud. Maybe Oracle. IBM. How do you think about those? Do you just sort of evaluated on a case by case basis? You let customers, you know, tell you where you need to be. >>Yeah, way focus on the on the three big clouds today, but we're building on the top off Q Burnett is most of our way. We have a big shift in tow building que Burnett is micro services. And my guess is that all mother clouds would offer fantastic support for kubernetes. So what What it takes when you create a new edition for another cloud is toe is toe have the underlying services. Like if we plan to use snowflake, for instance in our analytics offering, you better have snowflake in another cloud. Otherwise, probably the the analytics will will have toe be delayed or use a less of one part technology. So it's not only about what we are building, but it's also, you know, the vast availability of other set of technologies that we try toe use when you choose a technology. Now, first of all, we are looking. We need to choose something that is multi cloud. There's who's dedicated from one cloud vendor. That's that's our first priority. This is why I've mentioned snowflake and then when when we moved into a cloud. We are limited by the offerings that are there, but I my belief is in the main clouds, probably in the US I don't know one of the region's what's gonna happen, but in the main crowds in the U. S. In I believe that they will. In the end, they will catch up in terms off offering and convincing of other defenders toe have kind of kind of similar offering on their own. I don't know if, besides, the Big Three, or you'll see someone and that is able to compete could be too much fragmented. Maybe they will be dedicated clouds for certain services. But for General Cloud, I think three is more than enough. >>Yeah, and so, you know, in the early days of cloud, people talked about dial tone, and essentially, that's what's becoming. It's the it's the value that's running on top of the cloud from software companies like ey Path and others that is really driving. So the cloud to Dato the next generation Daniel Dennett is thanks so much for sharing your vision on participating in the Cuban cloud. Really appreciate it. >>My pleasure, Dave. Thank you so much for inviting. >>You're welcome. You always great to talk to you. And thank you for watching everybody keep it right there. We'll be back with our next guest right into this short break. This is Dave Volonte for the Cube. Yeah.

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel and AWS. Yeah, husband. Welcome back to the cubes. Live coverage of AWS reinvent 2020. We're not in person this year. We're virtual This is the Cube Virtual. I'm John for your host of the Cube. Roger Barker, the General Manager AWS Robotics and Autonomous Service. And a lot of other cool stuff was on last year. Always. Speed Racer. You got the machines. Now you have real time Robotics hitting, hitting seen Andy Jassy laid out a huge vision and and data points and announcements around Industrial this I o t it's kind of coming together. Roger, great to see you. And thanks for coming on. I want to dig in and get your perspective. Thanks for joining the Cube. >>Good to be here with you again today. >>Alright, so give us your take on the announcements yesterday and how that relates to the work that you're doing on the robotic side at a w s. And where where does this go from? You know, fun to real world to societal impact. Take us through. What? You how you see that vision? >>Yeah, sure. So we continue to see the story of how processing is moving to the edge and cloud services, or augmenting that processing at the edge with unique and new services. And he talked about five new industrial machine learning services yesterday, which are very relevant to exactly what we're trying to do with AWS robot maker. Um, a couple of them monitor on, which is for equipment monitoring for anomalies. And it's a whole solution, from an edge device to a gateway to a service. But we also heard about look out for equipment, which is if a customer already has their own censors. It's a service that can actually back up that that sensor on their on the device to actually get identify anomalies or potential failures. And we saw look out for video, which allows customers to actually use their camera and and build a service to detect anomalies and potential failures. When A. W s robot maker, we have Ross Cloud Service extensions, which allow developers to connect their robot to these services and so increasingly, that combination of being able to put sensors and processing at the edge, connecting it back with the cloud where you could do intelligent processing and understand what's going on out in the environment. So those were exciting announcements. And that story is going to continue to unfold with new services. New sensors we can put on our robots to again intelligently process the data and control these robots and industrial settings. >>You know, this brings up a great point. And, you know, I wasn't kidding. Was saying fun to real world. I mean, this is what's happening. Um, the use cases air different. You look at you mentioned, um, you know, monitor on lookout. But those depend Panorama appliance. You had computer vision, machine learning. I mean, these are all new, cool, relevant use cases, but they're not like static. It's not like you're going to see them. Just one thing is like the edge has very diverse and sometimes mostly purpose built for the edge piece. So it's not like you could build a product. Okay, fits everywhere. Talk about that dynamic and why the robotics piece has to be agile. And what do you guys doing to make that workable? Because, you know, you want purpose built. The purpose built implies supply chain years. in advance. It implies slow and you know, how do you get the trust? How do you get the security? Take us through that, please. >>So to your point, um, no single service is going to solve all problems, which is why AWS has has released a number of just primitives. Just think about Kinesis video or Aiken. Stream my raw video from an edge device and build my own machine learning model in the cloud with sage maker that will process that. Or I could use recognition. So we give customers these basic building blocks. But we also think about working customer backward. What is the finished solution that we could give a customer that just works out of the box? And the new services we heard about we heard about yesterday were exactly in that latter category. Their purpose built. They're ready to be used or trained for developers to use and and with very little customization that necessary. Um, but the point is, is that is that these customers that are working these environments, the business questions change all the time, and so they need actually re program a robot on the fly, for example, with a new mission to address the new business need that just arose is a dynamic, which we've been very tuned into since we first started with a device robo maker. We have a feature for a fleet management, which allows a developer to choose any robot that's out in their fleet and take the software stack a new software stack tested in simulation and then redeploy it to that robot so it changes its mission. And this is a This is a dialogue we've been seeing coming up over the last year, where roboticists are starting to educate their company that a robot is a device that could be dynamically program. At any point in time, they contest their application and simulation while the robots out in the field verify it's gonna work correctly and simulation and then change the mission for that robot. Dynamically. One of my customers they're working with Woods Hole Institute is sending autonomous underwater robots out into the ocean to monitor wind farms, and they realized the mission may change may change based on what they find out. If the wind farm with the equipment with their autonomous robot, the robot itself may encounter an issue and that ability because they do have connective ity to change the mission dynamically. First Testament, of course, in simulation is completely changing the game for how they think about robots no longer a static program at once, and have to bring it back in the shop to re program it. It's now just this dynamic entity that could test and modify it any time. >>You know, I'm old enough to know how hard that really is to pull off. And this highlights really kind of how exciting this is, E. I mean, just think about the idea of hardware being dynamically updated with software in real time and or near real time with new stacks. I mean, just that's just unheard of, you know, because purpose built has always been kind of you. Lock it in, you deploy it. You send the tech out there this kind of break fixed kind of mindset. Let's changes everything, whether it's space or underwater. You've been seeing everything. It's software defined, software operated model, so I have to ask you First of all, that's super awesome. Anyway, what's this like for the new generation? Because Andy talked on stage and in in my one On one way I had with him. He talked about, um, and referring to land in some of these new things. There's a new generation of developer. So you gotta look at these young kids coming out of school to them. They don't understand what how hard this is. They just look at it as lingua frank with software defined stuff. So can you share some of the cutting edge things that are coming out of these new new the new talent or the new developers? Uh, I'm sure the creativity is off the charts. Can you share some cool, um, use cases? Share your perspective? >>Absolutely. I think there's a couple of interesting cases to look at. One is, you know, roboticists historically have thought about all the processing on the robot. And if you say cloud and cloud service, they just couldn't fathom that reality that all the processing has cannot has to be, you know, could be moved off of the robot. Now you're seeing developers who are looking at the cloud services that we're launching and our cloud service extensions, which give you a secure connection to the cloud from your robot. They're starting to realize they can actually move some of that processing off the robot that could lower the bomb or the building materials, the cost of the robot. And they can have this dynamic programming surface in the cloud that they can program and change the behavior of the robot. So that's a dialogue we've seen coming over the last couple years, that rethinking of where the software should live. What makes sense to run on the robot? And what should we push out to the cloud? Let alone the fact that if you're aggregating information from hundreds of robots, you can actually build machine learning models that actually identify mistakes a single robot might make across the fleet and actually use that insight to actually retrain the models. Push new applications down, pushing machine learning models down. That is a completely different mindset. It's almost like introducing distributed computing to roboticists that you actually think this fabric of robots and another, more recent trend we're seeing that were listening very closely to customers is the ability to use simulation and machine learning, specifically reinforcement. Learning for a robot actually try different tasks up because simulations have gotten so realistic with the physics engines and the rendering quality that is almost nearly realistic for a camera. The physics are actually real world physics, so that you can put a simulation of your robot into a three D simulated world and allow it to bumble around and make mistakes while trying to perform the task that you frankly don't know how to write the code for it so complex and through reinforcement, learning, giving rewards signals if it does something right or punishment or negative rewards signals. If it does something wrong, the machine learning algorithm will learn to perform navigation and manipulation tasks, which again the programmer simply didn't have to write a line of code for other than creating the right simulation in the right set of trials >>so that it's like reversing the debugging protocol. It's like, Hey, do the simulations. The code writes itself. Debug it on the front end. It rights itself rather than writing code, compiling it, debugging it, working through the use cases. I mean, it's pretty different. >>It is. It's really a new persona. When we started out, not only are you taking that roboticist persona and again introduced him to the cloud services and distributed computing what you're seeing machine learning scientists with robotics experience is actually rising. Is a new developer persona that we have to pay attention to him. We're talking to right now about what they what they need from our service. >>Well, Roger, I get I'm getting tight on time here. I want one final question before we break. How does someone get involved with Amazon? And I'll see you know, whether it's robotics and new areas like space, which is verging, there's a lot of action, a lot of interest. Um, how does someone engaged with Amazon to get involved, Whether I'm a student or whether I'm a professional, I want a code. What's what's the absolutely, >>absolutely, so certainly reinvent. We have several sessions that reinvent on AWS robo maker. Our team is there, presenting and talking about our road map and how people can get engaged. There is, of course, the remarks conference, which will be happening next year, hopefully to get engaged. Our team is active in the Ross Open Source Community and Ross Industrial, which is happening in Europe later in December but also happens in the Americas, where were present giving demos and getting hands on tutorials. We're also very active in the academic research in education arena. In fact, we just released open source curriculum that any developer could get access to on Get Hub for Robotics and Ross, as well as how to use robo maker that's freely available. Eso There's a number of touch points and, of course, I'd be welcome to a field. Any request for people to learn more or just engage with our team? >>Arthur Parker, general manager. It is robotics and also the Autonomous Systems Group at AWS Amazon Web services. Great stuff, and this is really awesome insight. Also, you know it za candy For the developers, it's the new generation of people who are going to get put their teeth into some new science and some new problems to solve. With software again, distributed computing meets robotics and hardware, and it's an opportunity to change the world literally. >>It is an exciting space. It's still Day one and robotics, and we look forward to seeing the car customers do with our service. >>Great stuff, of course. The Cube loves this country. Love robots. We love autonomous. We love space programming all this stuff, totally cutting edge cloud computing, changing the game at many levels with the digital transformation just a cube. Thanks for watching

>>from around the globe. It's the Cube with digital coverage of you. I path live the release show brought to you by you. I path everyone. Welcome back. This is Dave Vellante for the human. We've been covering the r P a market now for quite some time. Yeah, I pastor said this huge announcement. Then we're gonna update you on the space. As you know, we've been quantifying this with our partners at ET are one of the areas that you I path is obviously focused on talking about scaling. If you wanna win in r p. A. You got a scale you want to scale. You gotta have cloud, though. Eric Metaphor is here. He's the director of product management. That you either path, We're gonna talk Cloud. Tara. Good to see you. Thanks for coming on. >>Thank you. Didn't get to see you as well. >>Yes. So you know, you guys have this huge announcement. Um, there are really four major components, if you will. That you extended the core platform. You talked about more automation? More ai smarter robots. The whole end to end. When you guys talk about the what? Sometimes it gets a little buzz, wordy, but that hyper automation, it's got to be end end. You've got to take a systems view, and then you got to put the tools in the hands of regular people. If you want to have a robot for every person, it's got to be simple. You've got to democratize uh, R p A. So my question is, where does the cloud fit into all this? >>You know, the cloud is the one that wraps it all up together. So for us, it's very important to make it easy for people to start instantly. You when you when you start to decide that you want to do in investment in r P A. And you really want to get started very quickly. And the second thing is, you eventually want to grow that are being investment, and the cloud makes it super easy for you to scale out of it. So Cloud makes it easy for you to start instantly and scaling. >>You think about the cloud you know, kind of started with. I guess it's sort of started with Salesforce back in 1999 kind of pre cloud. But certainly, you know so many functions and software areas have been cloud ified. You saw it with the email. You certainly where you start with I t s m. Which was kind of a heavy lift. You certainly see it with With HR. You seen it with data protection and backup. You see, do you see r p A. Is kind of the next big wave of cloud ification. >>Well, I absolutely think that cloud is gonna be very big in our be a. So from our perspective, when you start thinking about are you really thinking about automation? You want your automation is the light up and to save you money and to cut time for you and the investment thing that's going to remind what's going through your mind is not setting up infrastructure and, you know, configuring machines and selling software to make our p possible that the cloud makes it super easy for you to just cut down that I t infrastructure investment and go right ahead into what you really care about, which is the automation. So I think it's gonna be big that we allow you to just go directly to automation. I want RB start thinking about automation for good infrastructure lead that blood. >>So there's obviously you hear a lot of narrative in the marketplace about Cloud Cloud native. You see some companies or dogmatic will never do on had Frank's loop in a little while ago. So we're not doing our friend. That's Ah, that's a halfway house. You guys have taken a different approach, obviously started on Prem and now you're moving to the cloud. What? What's your philosophy on that? You know, Why wouldn't everybody do Cloud >>makes sense. So for us, we're very pragmatic about We believe that customers are different stages in their cloud adoption. Some people are extremely cloud friendly and have already put in place at plans for making sure that everything is already in the cloud. There are companies that are cloud native. They were born in the cloud that if you go a nascent install a piece of software in the local server, they would just laugh at you. So that's on one end of the spectrum and you want to make sure that those people can take full capability of our. On the other hand, there are people who are still, you know, coming from on Prem servers who are trying to move to the cloud to have plans to move to the cloud who would like to try some components in the CLI. But they still have some legacy systems that exist on Prem or a lot of systems that exist, and we want to make sure that those people are also able to take care of our key. And on the other end of the spectrum, there are industries or some companies and some industries that just are not ready for the cloud at all. And from our perspective, we want to democratize our key. We want our P available for everyone. So it is our philosophy that we're going to give you a multitude of the women options. If you want on Prem all the way, we got it. If you want cloud all the way we got, you want the hybrid assistant, We got it. We're just going to make it possible for you. And the deployment choice is your choice >>and the experience on Prem and Cloud. It's substantially identical. Would you say it's completely identical? What? What's the Delta? >>That is absolutely one of our goals. It is absolutely a gore for Google for you. I have to make sure that if you are an on Prem customer and you are starting to use some cloud, that your experiences seamless between on premises and in the cloud if you are a cloud customer and you have some components that still exist on Prem, if you want to use them, is very important for us that you have that common experience between both. So our software is designed with a common experience of the core, and it's actually the same software that runs from a user experience perspective in the cloud and on premises. Now, obviously, a lot of the infrastructure is different than a lot of the security aspects are different. But the user experience itself is, you know, consistently the same and intentionally that way. >>So when people talk about cloud or not, this is often site, you know, several things. Clearly, Layton sees a factor. If your data lives on, you know, on Prem, maybe you want to do things on Prem. There's local laws, data sovereignty. Uh, there's there's corporate edicts. Okay, we're not going to the cloud now. Maybe with Covad, that's that's changing somewhat, but so what are you hearing from customers just in terms of the rationale on Prem versus Cloud Hybrid. What are some of the decision points? >>Those are all good points, Dave. That's exactly the kind of stuff that we hear from our customers. So I think the main things that we hear in terms of cloud is about security people rightfully. So. When you start talking about cloud that they start asking, Can I really trust you as a vendor? With my data, I'm giving you my sales data. I'm giving you my HR data. I mean, this is some confidential information. Can I really trust you with that data? So that's one thing we absolutely, I start taking care off with large focus on security, and I can definitely dive deeper into that if you want. In addition to that, privacy and data sovereignty and where data lives is a big deal. So from our perspective, we host your data as an enterprise customer in three different locations. We host demand. We have servers in the United States. We have servers in Europe. We have servers in Japan, and as a customer you get to choose where data lives and we keep it the way you thoughts s so that kind of helps with data sovereignty because some countries, as you mentioned or some cos there's mentioned really have strict rules about that. Also, that helps with the legacy aspect. So if you're a customer in Japan, you would really prefer to use our Japan Data Center as opposed to a You know, your it's simple. >>The customers care, like where your cloud infrastructure lives. Are they asking you about that? They did they? Did they probe you on that? I mean specifically in terms of your cloud partner, like maybe you could talk about that a little bit. >>Absolutely. People definitely care about who we use and where the data is going to lie. And so from our perspective, for example, we're partnered with Microsoft and all our infrastructures. They don't Microsoft Azure, and, uh, we use data centers from Microsoft Azure through the whole start stuff, and that's a really good for multiple reads as it provides some very good uptime and reliability guarantees. In addition to that, they have service around the world that we can utilize so that we can expect, for example, for a next frontier becomes for example, in Australia, New Zealand. Then we want to create a reason they're being on top of Azure really allows us to go and spend that off pretty quickly and help customers that way. >>So we don't want things about Cloud is you can you can experiment very cheaply and you can fail fast and then iterating. So one of the things that struck me about your announcement was your community edition. I always look for, you know, Is there a community edition? Is that in addition, free for life? Is it neutered? In other words, can I actually do anything with it? Um, so I was happy to see that you guys had that. And also happy to see I mean, you've got I think it's early days for you, but I think that you have 200 enterprise customers, two orders of magnitude greater than that from the community edition. Did I get that right? >>That's great. Yes, absolutely. So when you think about the automation, cloud comes into play. But we have a community, the one for community, and that is the free version. And it's as you said, it's not like a pretrial or three limited time or something. It was just free as in free, free forever. We're gonna keep it to you. That's all you need. Just use it. No questions asked. You know, be happy with it. And the community edition actually is, is a fully functional product, and it allows you to do to get to attended robots one unattended robot and you get the option of connecting up the studio to two studios for designing animations. Work with those s so it's it's it allows it. That's all your automation needs, like small automation needs. Just go ahead and use it. If you're a small company or an individual or a small team, just use the community edition and you want to use that production. That's fine. No problem. That's all you need to go for it, then the and we have tens of thousands of community customers that are actively using the product. I'm not talking about the people that have ever signed up on left. Those are a lot more than that, but I'm talking about actually actively using the product. We've got tens of thousands of users as they're using it every month and built on that same infrastructure comes our Enterprise Edition, and the Enterprise edition is a basically the same infrastructure. But it adds a number of capabilities that are useful for a larger enterprise, of course, the most important of which is an uptime guarantee. So, you know, with the community edition, obviously we keep the service. Often we have very good response times, but with enterprise, you actually get enough time guarantee. In addition to that, you get access to our sport. They have a dedicated support team that works 24 7 around the clock and multiple reasons, and you get guaranteed response times with the mass away. On top of that, you get to be able to purchase is many robots as you want, and the list goes on and on and on. And it's very easy to go. Like you said, from playing with community, working with community, using that doing a trial, it's instinct as well. You just click a button, and all of a sudden, now you have five robots that each night that you can use for 60 days, and from there you can just go ahead and buy. >>We'll talk more about the uptime guarantee is that basically Azure s l A. So the data layer on top of that, you know, what are we measuring there? You could add some color. >>Absolutely. A startup and guarantee is built on top of azure, obviously. But we provide our own uptime guarantee regardless of what happens in the underlying system. Eso From our perspective, we guarantee that the service is going to be out at a specific amount of time. So we measure the number of minutes every month that the service should actually be up. And we measure the number of ministers service experiences, any kind of downtime. And we measure down. I'm in multiple ways. So we do outside in testing. Or, you know, if you're a customer, are you able to reach our service or not that we do incredible detail the monitoring and reporting on the life off our service itself from inside and And we look at any minute, any of those the services that we use underlying services are not responding to customers, and we count those down as well. So and we guarantee that there's a specific number of minutes that the service will be down, and that's >>it. And So if I understand it, you're really taking an application. You It's not the light on the server. It's It's the it's Can I get to you as a customer? Yeah. My state, my service, your >>perspective. Are you able to reach our service and do what you're expected to do with it? That's what you as a customer, really care about and in turn, that's the right way for us to be measuring up. >>And if I don't? If you don't hit, that s L. A. What? I get re credit. So how does that >>work? Absolutely, we have in our agreements and provision for penalties on the outside, we don't hit that escalate. And similarly for support. You know, if you call support, you're guaranteed depending on the severity of the issue on the back of contract that sport. Uh, you know how many minutes it takes us for somebody to be engaged with you on that issue? And we have very good numbers and hitting. That s L. A. And if we don't? They're also penalties on the outside for that. I think this is a real enterprise services you'd expect. >>Yeah, Great. I want to get to take some examples. You've got a couple 100 customers I think you mentioned should hopefully was up and running very quickly. I think you had some other examples, but but what can you share with us in terms of actual experience that your customers have seen? >>Absolutely. So we were thinking a very measured and careful approach, actually launching our service. So even though our service literally just launched last week fully to the world, we have actually been enabling enterprise customers we've been. We started a private preview with four customers and back in April of last year. And then we extended that to a public preview for any customer to try our service, as is no payment but also no guarantees. Back in the day, I want to say June of last year and then it took us all the way to December to feel comfortable that the services of the place where when we launch it, customers are going to get an excellent quality. And that's when we did a what we call a limited availability where we started on boarding enterprise customers step by step. We started with 10. We went to 50. We went to 100 now we have a couple 100 customers that already signed up, using the enterprise product every day as a guaranteed service and getting that Sele's that we've promised. So this was the time when we said, You know what? I think we've definitely been meeting our SL A's for five months running. Now we feel very comfortable lunch the rest, >>even if it's anecdotal. Have you discerned appreciable change in people's attitude toward cloud as a result of over? >>Absolutely, absolutely. I mean, it's just the aspect of working from home and having a lot of people just not available either demand infrastructure or demand servers made. A lot of people think about what is the best way to continue to run on information while they're at it. And obviously there's nothing easier than granting access to someone in the cloud to access a service from home. Then, if you were to bring them access to an on premise service with BP and all that stuff, and then if you want the provisioning new robots and machines and you have to do that again on premises, you know it's it's it's a lot more complicated. So a lot of customers are really starting to look at the cloud so many of the conversations that we would have, obviously we come in and they would ask us about the capabilities of our system. They would ask about security that ask a lot of things and those discussions, you know, anywhere between, you know, a few days to sometimes a few months. You know, some customers is just a great for those. The volume of customers that's asking about cloud is definitely increasing good for us. Obviously the number of deals were signed exalts increasing. But most importantly, I think that the number of customers that are benefiting from the value of starting instantly like cloud scale easily in the cloud. And you mentioned the example of Chipotle. And while that was engagement that we had obviously for the core of it, you know, they were very impressed with what they were able to do with The came in and falling and team had budgeted about two weeks to get started and set up everything so that they can build on top of that in their automation. And they, they chose wisely, do start in the cloud and As a result, they were done and all set up in one day. So it is definitely a huge difference between what you're able to get in the cloud person. So what you're doing? >>Well, you have passed all about automation. And and so is the cloud. The superpowers of this decade Cloud data A You guys were, you know, at the heart of all those Eric. Thanks so much for coming on the cube in explaining sort of your cloud angle. Really Appreciate your time. >>Thank you very much, Dave. It's a pleasure to be here. >>Alright? And thank you for watching everybody. More coverage on the r p. A market analysis digging into your past recent announcement stable people want to have right back right after this short break. Yeah, yeah, yeah, yeah, yeah

>> Announcer: From San Francisco, it's theCUBE, covering Accenture Tech Vision 2020. Brought to you by Accenture. >> Hey, welcome back, everybody. Jeff Frick here from theCUBE. We are high atop San Francisco at the Accenture Innovation Hub, 33rd floor of the Salesforce Tower. It's a beautiful night, but we're here for a very special occasion. It's the Tech Vision 2020 reveal, and we are happy to have the guy that runs the whole thing, he's going to reveal on stage a little bit later, but we got him in advance. He's Paul Daugherty, the chief technology and innovation officer for Accenture. Paul, great to see you as always. >> Great to see you, Jeff, too. It is a beautiful evening here, looking out over the Bay. >> If only we could turn the cameras around, but, sorry, we can't do that. >> Yeah. >> All right, so you've been at this now, the Tech Vision's been going on for 20 years, we heard earlier today. >> Yeah. >> You've been involved for almost a decade. How has this thing evolved over that time? >> Yeah, you know, we've been doing the Vision for 20 years, and what we've been trying to do is forecast what's happening with business and technology in a way that's actionable for executives. There's lots of trend forecasts and lists and things, but if you just see a list of cloud, or-- >> Jeff: Mobile's going to be really big. (laughs) >> AI, mobile, it doesn't really help you. We're trying to talk a little bit about the impact on business, impact to the world, and the decisions that you need to make. What's changed over that period of time is just the breadth of the impact that technology's having on people, so we focus a lot of our Visions on the impact on humans, on individuals, what's happening with technology, what the impact on business, we can talk about that a little bit more, but business is certainly not the back office of companies anymore. It's not just the back office and front office, either. In business, it's instrumental in the fabric of how every part of the company operates, their strategy, their operations, their products and services, et cetera, and that's really the trajectory we've seen. As technology advances, we have this accelerating exponential increase in technology, the implications for executives and the stakes just get higher and higher. >> It's weird, there are so many layers to this. One of the things we've talked about a lot is trust, and you guys talk about trust a lot. But what strikes me as kind of this dichotomy is on one hand, do I trust the companies, right? Do I trust Mark Zuckerberg with my data, to pick on him, he gets picked on all the time. That might be a question, but do I trust that Facebook is going to work? Absolutely. And so, our reliance on the technology, our confidence in the technology, our just baseline assumption that this stuff is going to work, is crazy high, up to and including people taking naps in their Teslas, (laughs) which are not autonomous vehicles! >> Not an advisable practice. >> Not autonomous vehicles! So it's this weird kind of split where it's definitely part of our lives, but it seems like kind of the consciousness is coming up as kind of the second order. What does this really mean to me? What does this mean to my data? What are people actually doing with this stuff? And am I making a good value exchange? >> Well, that's the, we talk in the Vision this year about value versus values, and the question you're asking is getting right at that, the crux between value and values. You know, businesses have been using technology to drive value for a long time. That's how applying different types of technology to enterprise, whether it be back to the mainframe days or ERP packages, cloud computing, et cetera, artificial intelligence. So value is what they were talking about in the Vision. How do you drive value using the technology? And one thing we found is there's a big gap. Only 10% of organizations are really getting full value in the way they're applying technology, and those that are are getting twice the revenue growth as companies that aren't, so that's one big gap in value. And this values point is really getting to be important, which is, as technology can be deployed in ways that are more pervasive and impact our experience, they're tracking our health details-- >> Right, right. >> They know where we are, they know what we're doing, they're anticipating what we might do next. How does that impact the values? And how are the values of companies important in other ways? The values you have around sustainability and other things are increasingly important to new generations of consumers and consumers who are thinking in new ways. This value versus values is teeing up what we call a tech-clash, which isn't a tech-lash, just, again, seeing people reacting against tech companies, as you said earlier, it's a tech-clash, which is the values that consumer citizens and people want sometimes clashing with the value of the models that companies have been using to deliver their products and services. >> Right. Well, it seems like it's kind of the "What are you optimizing for?" game, and it seems like it was such an extreme optimization towards profitability and shareholder value, and less, necessarily, employees, less, necessarily, customers, and certainly less in terms of the social impact. So that definitely seems to be changing, but is it changing fast enough? Are people really grasping it? >> Well, I think the data's mixed on that. I think there's a lot of mixed data on "What do people really want?" So people say they want more privacy, they say they want access and control of their data, but they still use a lot of the services that it may be inconsistent with the values that they talk about, and the values that come out in surveys. So, but that's changing. So consumers are getting more educated about how they want their data to be used. But the other thing that's happening is that companies are realizing that it's really a battle for experience. Experience is what, creating broader experiences, better experiences for consumers is what the battleground is. A great experience, whether you're a travel company or a bank or a manufacturing company, or whatever you might be, creating the experience requires data, and to get the data from an individual or another company, it takes trust. So this virtuous circle of experience, data, and trust is something that companies are realizing is essential to their competitive advantage going forward. We say trust is the currency of the digital and post-digital world that we're moving into. >> Right, it's just how explicit is that trust, or how explicit does it need to be? And as you said, that's unclear. People can complain on one hand, but continue to use the services, so it seems to be a little bit kind of squishy. >> It's a sliding scale. It's really a value exchange, and you have to think about it. What's the value exchange and the value that an individual consumer places on their privacy versus free access to a service? That's what's being worked out right now. >> Right, so I'm going to get your take on another thing, which is exponential curves, and you've mentioned time and time again, the pace of change is only accelerating. Well, you've been saying that, probably, for (laughs) 20 years. (Paul laughs) So the curve's just getting steeper. How do you see that kind of playing out over time? Will we eventually catch up? Is it just presumed that this is kind of the new normal? Or how is this going to shake out? 'Cause people aren't great at exponential curves. It's just not really in our DNA. >> Yeah, but I think that's the world we're operating in now, and I think the exponential potential is going to continue. We don't see a slowdown in the exponential growth rates of technology. So artificial intelligence, we're at the early days. Cloud computing, only about 20% enterprise adoption, a lot more to go. New adoptions are on the horizon, things like central bank digital currencies that we've done some research and done some work on recently. Quantum computing and quantum cryptography for networking, et cetera. So the pace of innovation is going to accelerate, and the challenge for organizations is rationalizing that and deciding how to incorporate that into their business, change their business, and change the way that they're leveraging their workforce and change the way that they're interacting with customers. And that's why what we're trying to address in the Vision is provide a little bit of that road map into how you digest it down. Now, there's also technology foundations of this. We talk about something at Accenture called living systems. Living systems is a new way of looking at the architecture of how you build your technology, because you don't have static systems anymore. Your systems have to be living and biological, adapting to the new technology, adapting to the business, adapting to new data over time. So this concept of living systems is going to be really important to organizations' success going forward. >> But the interesting thing is, one of the topics is "AI and Me," and traditional AI was very kind of purpose-built. For instance, Google Photos, can you find the cat? Can I find the kids at the beach? But you're talking about models where the AI can evolve and not necessarily be quite so data-centric around a specific application, but much more evolutionary and adaptable, based on how things change. >> Yeah, I think that's the future of AI that we see. There's been a lot of success in applying AI today, and a lot of it's been based on supervised learning, deep learning techniques that require massive amounts of data. Solving problems like machine vision requires massive amounts of data to do it right. And that'll continue. There'll continue to be problem sets that need large data. But what we're also seeing is a lot of innovation and AI techniques around small data. And we actually did some research recently, and we talk about this a little bit in our Vision, around the future being maybe smaller data sets and more structured data and intelligence around structured data, common-sense AI, and things that allow us to make breakthroughs in different ways. And that's, we used to look at "AI and Me," which is the trend around the workforce and how the workforce changes. It's those kinds of adaptations that we think are going to be really important. >> So another one is robotics, "Robots in the Wild." And you made an interesting comment-- >> Paul: Not "Robots Gone Wild," "Robots in the Wild," "Robots in the Wild." >> Well, maybe they'll go wild once they're in the wild. You never know. Once they get autonomy. Not a lot of autonomy, that's probably why. But it's kind of interesting, 'cause you talk about robots being designed to help people do a better job, as opposed to carving out a specific function for the robot to do without a person, and it seems like that's a much easier route to go, to set up a discrete thing that we can carve out and program the robot to do. Probably early days of manufacturing and doing spot welding in cars, et cetera. >> Right. >> So is it a lot harder to have the robot operate with its human partner, if you will, but are the benefits worth it? How do you kind of see that shaking out, versus, "Ah, I can carve out one more function"? >> Yeah, I think it's going to be a mix. I think there'll be, we see a lot of application of the robots paired with people in different ways, cobots in manufacturing being a great example, and something that's really taking off in manufacturing environments, but also, you have robots of different forms that serve human needs. There's a lot of interesting things going on in healthcare right now. How can you support autistic children or adults better using human-like robots and agents that can interact in different ways? A lot of interesting things around Alzheimer's and dealing with cognitive impairment and such using robots and robotics. So I think the future isn't, there's a lot of robots in the wild in the form of C-3POs and R2-D2s and those types of robots, and we'll see some of those. And those are being used widely in business today, even, in different contexts, but I think the interesting advance will be looking at robots that complement and augment and serve human needs more effectively. >> Right, right, and do people do a good enough job of getting some of the case studies? Like, you just walked through kind of the better use cases, the more humane use cases, the kind of cool medical breakthroughs, versus just continued optimization of getting me my Starbucks coupon when I walk by out front? (Paul laughs) >> Yeah, I'm not sure. >> Doesn't seem like I get the pub, like they just don't get the pub, I don't think. >> Yeah, yeah, yeah, maybe not. A little mixology is another (Jeff laughs) inflection that robots are getting good at. But I think that's what we're trying to do, is through the effort we do with the Vision, as well as our Tech for Good work and other things, is look at how we amplify and highlight some of the great work that is happening in those areas. >> So, you've been doing it for a decade. What struck you this year as being a little bit different, a little bit unexpected, not necessarily something you may have anticipated? >> I think the thing that is maybe a tipping point that I see in this Vision that I didn't anticipate is this idea that every company's really becoming a technology company. We said eight years ago, "Every business "will be a digital business," and that was, while ridiculed by some at the time, that really came true, and every business and every industry really is becoming digital or has already become digital. But I think we might've gotten it slightly wrong. Digital was kind of a step, but every company is deploying technology in the way they serve their customers, in the way they build their products and services. Every product and service is becoming technology-enabled. The ecosystem of technology providers is critical to companies in every industry. So every company's really becoming a technology company. Maybe every company needs to be as good as a digital native company at developing products and services, operating them. So I think that this idea of every company becoming a technology company, every CEO becoming a technology CEO, technology leader, is something that I think will differentiate companies going forward as well. >> Well, really, good work, you, Michael, and the team. It's fun to come here ever year, because you guys do a little twist. Like you said, it's not "Cloud's going to be really big, "mobile's going to be really big," but a little bit more thoughtful, a little bit more deep, a little bit longer kind of thought cycles on these trends. >> Yeah, and I think the, if you read through the Vision, we're trying to present a complete story, too, so it's, as you know, "We, the post-digital people." But if you look at innovation, "The I in Experience" is about serving your customers differently. "The Dilemma of Smart Machines" and "Robots in the Wild" is about your new products and services and the post-digital environment powered by technology. "AI and Me" is about the new workforce, and "Innovation DNA" is about driving continuous innovation in your organization, your culture, as you develop your business into the future. So it really is providing a complete narrative on what we think the future looks like for executives. >> Right, good, still more utopian than dystopian, I like it. >> More utopia than dystopia, but you got to steer around the roadblocks. (Jeff chuckles) >> All right, Paul, well, thanks again, and good luck tonight with the big presentation. >> Thanks, Jeff. >> All right, he's Paul, I'm Jeff. You're watching theCUBE. We're at the Accenture innovation reveal 2020, when we're going to know everything with the benefit of hindsight. Thanks for watching, (laughs) we'll see you next time. (upbeat pop music)

(funky music) >> From our studios in the heart of Silicon Valley, Palo Alto, California, this is a Cube Conversation. >> Hi, welcome to another Wikibon digital community event, this one sponsored by BMC Software. Every organization faces the challenge of how to do service management and operations management better. The ideal is to start bringing them together, but traditionally, they've been undertaken by different groups, often utilizing different tools. And that's what we're going to talk about today in today's digital community event. What can we do to improve our digital business operations, competitiveness, and customer experience, by doing a better job of bringing together those core resources that handle service management and operations management activities. As with all digital community events, this one's going to feature some upfront conversations with a number of thought leaders in this crucial space, and then we're going to run a crowd chat, which will be your opportunity to share your insights, ask your questions, and ultimately, communicate with others like you in the community that focuses on this important issue. So stay through to the end and help us participate in that digital community event. Now, recently, I had an opportunity to attend BMC Helix's Immersion Day, and while there, theCUBE was able to conduct a number of different interviews. One of the best ones we had was a great conversation with Nayaki Nayyar, who is the president of service management and operations management at the BMC Helix division, and Mihir Shukla, who is the CEO of Automation Anywhere. Let's hear what they had to say about the potential of bringing service management and operations management together. >> So, Nayaki, I want to start with you. A year ago, we started on this journey of how this new digital services platform is going to evolve to do more types of work for people. How has BMC's Helix platform evolved in that time? >> So, if you remember last time, it was almost a year back when we launched Helix, which was all around taking the service management capability that we had on prem, made it available in Cloud, containerized, so customers can run in cloud of their choice, and provided experience through various channels, bought as a channel of that customer experience. This is what we had released last time, we call it the three C's for Helix, everything in cloud, containerized, with cognitive capabilities, so customers can transform their experience. In this version, what we are extending Helix is with the operations side, so all the ITOM capabilities that we have in our platform are now a part of Helix, so we have one end-to-end platform, so that customers can discover every asset that they have on prem and cloud, monitor those assets, detect any anomalies, service both for lines of business and for IT, remediate any issues that happen, vulnerabilities that are there in the system, and automatically optimize capacity and cost and holistically, this whole closed loop of operations and service coming together is what this next wave of innovations that we are launching with BMC Helix. >> So, Mihir, Nayaki's talked about, very successfully, and Helix has been a very successful platform for improving user experience, but up front I noted that we're not just talking about human beings as users anymore, we're now talking about software as users. RPA, robotic process automation, is a central feature of some of these new trends. Tell us a little bit about how robotic process automation is driving an increased need for this kind of digital service in operations management capability. >> Sure, think in a high level, you have to think of the new organization as augmented organization that are human and bots working side by side, each doing what they're best at. And so in a specific example of a service organization, where BMC Helix is taking this is, think of this as a utility, where the way you plug it into an electricity outlet and switch on the light and you get the electricity, you plug into the BMC Helix, and behind it you have augmented workflows of chart bots, RPA bots, human beings, each doing what they're best at, and giving a far superior customer experience, unlike any other. That is happening now, and that's the future of service industry. >> But when you plug a human, so to speak, metaphorically, into that system, there's a certain amount of time, there's a certain amount of training, and as a consequence you can have a little bit more predictable scale. That doesn't mean that you don't end up with a lot of complexity, but RPA seems, the potential of RPA seems that you're going to increase the rate at which these users, in this case, digital users, are going to enter into the system, you don't have a training regimen you can attach to them, they have to be tested, they have to be discovered, they have to be put in operation with reliability, how is that ultimately driving the need for some of these new capabilities? >> I think if you think of these bots as digital workers, you almost have to go through the same process that you would go through human beings. You onboard them, in terms of, you configure them, you train them with cognitive capabilities, and then the one difference is they monitor themselves, without any bias, they can give their own performance rating card. But the beauty of this is when human and bots work together, because there are some functions that the bots can do well and then at some point they can hand off to the human beings, and human beings do some of the more interesting work that is based on judgment call, customer service, all of that. So that the combination is the end goal for everybody. >> And to add to what Mihir said, right, that customer experience, whether you're providing an experience to employees or consumers or end customers, that is the ultimate goal, that's the ultimate result of what you want to get, and the speed at which you provide that experience is the accuracy at which you provide experience, the cost at which you provide that experience becomes a comparative differentiation, which is where all this automation, this augmentation that they're doing with humans and bots, is what enables us to do that, right? For all large enterprise customers, major service organizations trying to transform into that future goal. >> But increasingly it seems as though the things that we have to do, to orchestrate and administrate, more users, digital and human, undertaking more complex tasks where each is best applied, is really driving a lot of new data, as I mentioned upfront, an enormous amount of new software, and you said new experiences, but those experiences have to be reliable, have to be secure, they have to be predictable. So that suggests this overwhelming impact of all of these capabilities. You talk about a digital tsunami. What are some of the key things that you think enterprises are going to have to do to start engaging that? >> Yeah, and whether we call it revolution, whether we call it digital transformation, I think what we all are experiencing is a tsunami, tech tsunami, right, tsunami of clouds where you have professional clouds, private clouds, hybrid clouds, managed clouds. Tsunami of devices, not just the mobile devices, but also as everything is getting connected, IoT devices. Tsunami of channels, as an end user, I want to experience that in the channel of my preference, Slack as a channel, SM as a channel. A tsunami of bots, of conversation bots and RPA bots, so in this tsunami, I think what everyone is trying to figure out is, how do they manage this explosion? It's humanly impossible to do it all manually you have to augment it, with of course, intelligence AIML, but then of course bots become a big part of that augmentation to orchestrate all of that back to back process. >> I would say that this is no longer nice to have, because if you look at it from a more consumer's perspective, last 20 years of digital technologies from Amazons and Googles of the world, Netflix and others, they have created this mindset of instant customer gratification. And we all been trained for it, so what was acceptable five years ago is no longer acceptable in our own lives. And so this new standard of instant result, instant outcome, instant respond, instant delivery, we just expect it, right? Once your end consumer begins to do that, we as a business no longer have a choice, that's writing on the wall. And so what these new platforms are doing, like with BMC Helix and Automation Anywhere, is delivering that instant gratification, right? And when you think about it more and more of the new customers that are millennials, they don't know any other way. So for them, this is the only experience they will relate to, so again, this is not nice to have. It is the only way world will operate, right? >> We're going to turn back to the conversation that I had with Nayaki and Mihir shortly, but first, let's see what BMC's actually doing as they try to bring together service management and operations management, by watching a quick demo that they've prepared. (techno music) (music continues) >> Great demonstration of how these technologies are coming together in a real world sense. Now let's hear more of the conversation I had with Nayaki and Mihir about bringing together service management and operations management, but specifically focusing on how this class of technology is going to be extended, and made even more powerful for business as they think about not just IT, but other classes of automation. Let's hear what they had to say. >> So if you look at large organizations, they have vast amount of applications. Sometimes 400, 800, few thousand. And what we have been doing historically is using people as a human bridges between these applications, and we have operated that way for too long, and that's the world today. >> So humans are the interface, they're the system interfaces. >> Humans are the bridges between applications, and we often call it a swivel chair operations, that's an easiest way to describe it. So what Automation Anywhere does, is it offers this technology platform, robotic process automation, AI in an RTX platform, that integrates all of it together into a seamless automation bot that can go across, and with AI it can make intelligent choices. And so now we can take that, combined with the BMC Helix, and you have a seamless service platform that can deliver a superior experience. >> So we've got now the swivel chair users, now being software, which means that we can discover them more easily, we can monitor them more easily, and that feeds Helix. >> Absolutely, so you know in our consumer world, in our day to day life, we are used to a certain experience of how we consume data or consume experiences with our TVs and all the channels. That experience that we have in our day to day life is what people expect when they walk into the company, right, walk into the enterprise, which every IT organization is trying to figure out how do they get to that level of maturity. So this is what the combination of what we are doing with Helix and Automation Anywhere, brings that consumer grid experiences into an enterprise world. >> So Mihir, when we think about RPA, we're applying it in interesting and innovative ways, no question about it. But there are certain patterns of success, give us some visibility into what you are seeing leads to success, and then what's the future of RPA, how's that going to evolve over the next few years? >> Sure, so RPA has been deployed across virtually every industry and virtually every department. So there are many ways to get started and all of them are right. But often we find is that you can either start in a central organization wherein that organization is doing everything centrally. It is a great way to get started, but eventually we learn that the federated way's the best way to end. Where hundreds of offices all over the world, if you're especially a large organization, each business unit is doing it with IT providing governance and central security and policies, and actual bots running and being implemented all over the world. Eventually for a large-scale transformation, there is a common pattern we have seen among successful customers. >> And where do you think this pattern going to evolve, as enterprises gain more familiarity with it, innovate in new and interesting ways, and as Automation Anywhere and others advance the state of the art, where do you think it's going to end up? >> The rate it's going is, is I define it as an app store experience or a Google Play experience. So if you think about how we operate our mobile devices today, if you want something on your device, you will look for an app that does that. We are getting to a point where there is bot for everything, and a digital worker for everything, so if you need certain job done, you first go to a bot store, that is an Automation Anywhere website, look for a bot that does something, hire or download that bot, get the work done, and it comes prebuilt like many there are works with BMC Helix, and many others. So that is your first way you will look for getting your work done in a new bot economy, and if there's no bot available, then you look for other options. It will transform how we work and how we think of work. >> In many respects, it's the gig economy with perfect contractor, right? And it leads to some very interesting challenges, ultimately, when we start thinking about services. So Nayaki, based on what Mihir just talked about, where does digital services go as RPA joins other classes of users in creating those new experiences at new profit points and new value propositions? >> It becomes a compare of how you provide that service, can become a big competitive differentiation for financial institutions, for Telcos, which is a service industry, right, you provide that service, and like to Mihir's point, when the user hits that switch, they expect the light to come on, so if I'm an end user, the consumer, wanting a service from my Telco provider or from my financial institution, I expect that service to be instantaneous, and the highest accuracy, accuracy at which you provide is going to start driving competitive differentiation from financial institution to financial institution, Telco to Telco, and that's how I see companies differentiating and really surviving or thriving in the long term. >> Now let's hear from a really important partner, a CDO, someone who's thinking about how these technologies are going to be applied to the front lines of business change. Sanjay Srivastava is the CDO at Genpact, and he and I had a great conversation at BMC Immersion Days about what this means to digital business transformation. How will service management and operations management in combination accelerate and make more successful businesses' efforts to transform digitally. Let's hear what Sanjay had to say. >> So tell us a little bit about, what is a digital service outcome and why is it so important? >> Yeah, well I think the reality is that what technology is doing is it's disintermediating the ecosystem, so many of the industries are clients-operated, and they have to go back and reimagine their value proposition at the core of what they do with the use of new, innovative technologies, and it's that intersection of new capabilities, of new innovative business models that really use emerging technologies, but intersect them with their business models, with their business processes, and the requirements of their clients, and help them rethink, reimagine, and deliver their new value proposition. That's really what it's all about. >> So a digital service outcome would then be the things that the business must do and must do well, but ideally, with a different experience or with a different degree of flexibility and agility, or with a different cost profile, have I got that right? >> Correct. >> So when we think about that, what are some of the key elements of a digital service success? >> We like to think about three critical success factors in driving any digital transformation. The first one is the notion of experience, and what I mean by that is not user interface for a piece of software, but the journey of a customer, an employee, a provider, a partner, in engaging with you and your business model. When we think about journey mapping that scientifically, we think about design, thinking on the back of that, and we think about re-imagining what the new experience looks like. One of the largest things we've got in the industry is digital transformation on the back of cost take out of productivity or efficiency is insufficient drive and optimize the value that digital can bring. And using experience as the compass, as sort of the north star in that journey is a meaningful differentiator and driver of business benefit, so that's number one. I think the second area that's become increasingly apparent is the intersection of domain with digital. And the thinking there is that to materialize the benefit of digital in an enterprise, you have to intersect it with the specifics of that business, how users interact, what clients seek, how does business actually happen? We talk about artificial intelligence a lot, we do a lot of work in AI as an example, and the key thing about machine learning is goal orientation, and what is goal orientation? It's about understanding the specifics of the environments, you can actually orient the goal of the machine learning algorithm to deliver high accuracy results. And it's something that can often easily get overlooked, so indexing on the two halves of the whole, the yin and the yang, the piece around digital, and the innovative technologies, and being able to leverage and take advantage of them, but equally, be founded in domain, understand the environment, and use that knowledge to drive the right materialization of the end outcome. And that's the second critical success factor, I think, to get it right. I think the third one is the notion of how do you build a framework for innovation? You know, it's not the sort of thing where a large fortune company, Fortune 500 companies can necessarily experiment and it's a little bit of a go happy go lucky strategy, doesn't really work, you have to innovate at scale, you have to do it in a fundamental fashion, you have to do it as a critical success factor. And so one of the biggest things we focus on is how do you innovate at the edge? Innovation must be at the edge, this is where the rubber meets the road. But governance has to be at the core. >> Well let me build on that for a second, 'cause you said innovation's at the edge, so basically that means where the brand promise is being enacted for the customer, and that could be at an industrial automation setting or it could be in just making a recommendation, it could be any number of things, but it's where the value proposition is realized for the customer. >> Correct, that's exactly right, and that's where innovation must happen. So as a large corporation, you must be able, it's important to set up a framework that allows you to do innovation at the edge, otherwise it's not meaningful innovation if you, "Well, it's just a lot of busy work." And yet as you do that, and as you change your business model, as you bring new components to the equation, how do you drive governance, and it's increasingly becoming more important, you think about, we're going to be in a AI first world increasingly, more and more that's the reality of the world we're going in, and in that AI first world, I work here in Palo Alto, walk into my office, a couple of hundred people any given day. If tomorrow morning I walked in and 100 people didn't show up for work, I would know right away, because I can see them. Now fast forward to an environment where we have digital workers, we have automation bots, we have conversational AI Chatbots. And in that world, understanding which of my AI components are on, which ones are off, which ones showed up for work today, which ones fell sick, and really being able to understand that governance, and that's just the productivity piece of it. Then you think about data and security, AI changes complete dimensions on that. And you think about bias and explainability, it just become increasingly important, a notion of a digital ethics board, and thinking about ethics more pervasively. So I think that companies and clients we serve that do really well in digital transformation are those that key in on those three things, the notion of experience is the true compass for how you drive transformation. The ability to intermix domain and digital in a meaningfully intersecting fashion. And to be thoughtful, proactive, and get governance right up front in the journey to come. >> So let me again build on that a little bit, 'cause people are increasingly recognizing that we're not going to centralize with cloud, we're going to greater distribute. We're going to distribute data more, we're going to distribute function more, but you just added another dimension, that some of us have been thinking about for a long time, and that's this notion of distributing authorities so that an individual at the edge can make the decision based on the data and the resources that are available, with the appropriate set of authorities, and that has to be handled at a central, in a overall coherent governant way. So that leads to the next question. >> And just before you go there, I mean I think the best example of that, is we do that, most corporations do that really well in the financial scheme of things. Businesses at the edge make decisions on a day to day basis on pricing and relationships and so on and so forth, and yet there's a central other committee that looks through the financials and makes sure it meets the right requirements and has the right framework, and much in the same way, we're going to start seeing digital ethics committees that become part of these large corporations as they think about digitizing the business. >> Governance at the end of the day is how do you orchestrate multiple divergent claims against a common set of assets, and being able to do that is absolutely essential, and it leads to this notion of we've got these ideas of digital business, digital services and operations management. How are we going to weave them together utilizing some of these new technologies, new fabrics that are now possible to both achieve the outcomes we're talking about at scale and at speed? >> Yeah, well the technology capabilities are improving really well in that area, and so the good news is they're the set of tools that are now available that give you the ingredients, the components of the recipe that's required to make dinner, if you will. The work that needs to happen is actually how to orchestrate that, to figure out which components need to come in, and how do you pull together a vertical stack that has the right components to meet your needs today, and more importantly, to address the needs of the future, because this is changing like no other time in history. >> You want options with everything you do now, you want to make sure that you have a string of options for the future, and it's especially important here. >> That's right, that's exactly right. And the quick framework we've established there is sort of the three-legged stool of, how do you integrate quickly, how do you modularize your investments and then how do you govern them into one integrated whole, and those become really important. I'll give you examples, much of the work we do, we'll work with a consumer bank for instance, and they'll want to do a robotic process automation engagement, we'll run them for nine months, they'll get 1800 robots up and running. And the next question becomes, well now we have all this data that we didn't really have, because now we have an RPA running, how do I learn some machine learning insights from there, and so we then work with them to actually derive some insights and get these questions answered. And then the engagement changes to, well now that we have this pattern recognition then we understand more questions are going to be asked, how do I respond to those questions, A, automatically, and before they get asked, this notion of next best action. And so you think about that journey of a traditional client, the requirements change from robotics to machine learning to conversational AI to something else, and keeping that string of investments, that innovative sort of streak true, and yet being able to manage, govern, and protect the investments, that's the key role. >> We want to thank all the thought leaders that participated in preparing their thoughts for this digital community event, especially the folks at BMC Software. But now here's your opportunity to weigh in on how you see service management and operations management coming together in your business. How's it going to affect your IT organization, your IT organization's ability to serve your business, and your business overall? This is your opportunity to participate in a crowd chat where the community comes together and shares insights, asks each other questions, and engages with these thought leaders to try to get the answers that you need to move forward on the journey to bring together service management and operations management in your shop. Let's crowd chat!

>> Narrator: Live from Las Vegas it's theCUBE. Covering UiPath Forward Americas 2019. Brought to you by UiPath. >> Welcome back everyone to theCUBE's live coverage of UiPath Forward here at the Bellagio in Las Vegas. I'm your host Rebecca Knight along with my co-host Dave Vellante. We are joined by Craig Le Clair, he is the vice president of Forrester and also the author of the book "Invisible Robots in the Quiet of the Night: How AI and Automation will Restructure the Workforce". Thank you so much for coming on theCUBE. >> Craig: Thank you! Thanks for having me. >> And congratulations, it's already made #11 on Amazon's AI and automation bestseller list. >> Wow, it's not quite best seller but OK, that's great, thank you, it's doing well. >> So if anyone calls your book a bestseller you just take 'em on that. >> (Craig) I'll just take it. >> So it is a, it's a bleak story right now, I mean there's a lot, there's so many changes going on in the workforce and there's so much anxiety on the part of workers that they're going to lose their job that all these technologies are going to take away their their livelihood, so how are companies managing this? Are they managing it well, would you say, or is the anxiety misplaced? Give us an overview. >> Yeah, so I don't think companies are really aware of the broader implications of the automation and AI that's developing. They tend to focus on the things that companies focus on. They focus on more efficiency and productivity and so forth, and underlying that is this digital anxiety that we call it, and the fact that a lot of the jobs that we, particularly the middle class have, the working class have, are the targets of the invisible robots, and that's really the point of the invisible robot book is that there's a lot of media attention on the hardware aspects of robotics, in fact the Super Bowl last year had 10 commercials with hardware robots. But if you look at this conference you look at the number of people here. What are these people doing? They're going back to their companies and saying "You know, this UiPath, and there are other providers "in the market, we can build software robotics, "we can build bots to do some of these tasks "that a lot of these humans are doing." And while there is elevation of the human capability in spirit for many of them, there's also a comfort level in employees that do things that they have control over, have incited. And when you extract those you are left with a series of more exciting moments, perhaps, but it's not going to make you more relaxed as an employee. And then you look at the overall job numbers, and our estimates are very conservative compared to some of the other reports, that are 45, 50% of workers over 10 years being displaced. We think it's 16%, but still, when you look at just the US numbers, that's of 160 workers today, 160 million workers, that's a lot of people. >> Rebecca: It is indeed. >> So, displaced and then sort of re-targeted or? >> A percentage, >> Vaporized. >> No, no, well the 16% is the automation, is the net loss of jobs. Now in that, automation's expensive, so there are a tremendous number of new jobs that are created by the work that's been going on here. So we have a formula to calculate that for these 12 different work personas, and the work personas have different relationships to AI and automation, so you would be crossed so many knowledge workers and be very well protected for a long time. >> Rebecca: All right, there we go. >> So you're good, but... for coordinators, people that have clip boards in their hands, for those who work in cubicles, they're going to have a lot of people leaving those cubicles that aren't going to be able to migrate to other personas. And so we have a changed management issue, we need to start driving more education from the workplace through certification, and that's a really critical thing I'll talk about tomorrow, that the refresh of technology with automation is 18 months to 24 months, you can't depend on traditional education to keep up, so we need a different way to look at training and education and for many it's going to be a much better life, but there's going to be many that it will not be. >> What was the time frame for your net 16% loss? >> 10 years. >> 10 years, okay, to me a lower net loss number makes sense, and in fact if you can elongate your timeline it probably shows a net job creation, you can make that argument anyway I don't know if you. >> Craig: It's being made. >> Dave: You don't buy it though? >> I don't, the world economic foundation and others are having huge net new numbers for jobs based on AI. Some of the large integration companies that want to build AI platforms for you are talking about trillions of dollars that would be added value to the world economy, I just don't buy it, and you know the reason I wrote this book was because what's going on here is very quietly preparing to displace a lot of efforts starting with relatively small tasks, it's called task automation but then expanding to more and more work and eventually adding a level of intelligence to the task automation going on here, that's going to take a lot of jobs. And for most of those 20 million cubicle workers, they have high school educations. You know, the bigger problem is this level of anxiety, you know, you go into almost any bookstore and there's a whole section For Dummy books, and it's not, is it because we have this sort of cognitive recession or because there's a, it's because the world's getting faster and more complicated. And unless you have the digital skills to adapt to that, the digital skills gap is growing. And we need to have as much focus that you see here and energy on building automation. We need to have an equal amount of focus on the societal problems. >> Yeah, it really comes down to education, too. I mean if I were able to snap my fingers and transform the educational system, there might be a different outcome but that's very unlikely to happen. Craig, one of the things we talked about last year was you had made the statement that some of these moonshot digital transformations aren't happening for a variety of reasons but our PA is kind of a practical way to achieve automation. >> Still very true. >> Have you seen sort of a greater awareness in your client base that, "You know, hey, maybe we should dial down "some of these moonshots and just try to "pick some clear winners." >> Yeah, we have a number of prediction reports coming out from Forrester and they're all saying basically that. I'm doing reports on what I'm calling the intelligent process automation market and that's really our PA plus AI, but not all aspects of AI. You know, it's AI that you can see in ROI around, you know it's AI that deals with unstructured documents and content and email. It's not the moonshot, more transformative AI that we have been very focused on for a number of years. Now all of that's very very important. You're not going to transform your business by doing task automation even if it's a little more intelligent and handles some decision management, you still need to think about "How do I instantiate "my business algorithmically," with AI that's going to make predictions and move decision management and change the customer experience. All that's still true, as true as it was in 2014/2015, we're just seeing a more realistic pull back in terms of the invested profile. >> Well, and so we've been talking about that all day, it is taking automating processes that have been around for a long time, and you, I think identified this as one of the potential blockers before, if you get old processes that are legacy and I think you, you gave the story of "Hey, I flew out here "on American Airlines in the old SABRE system." How old are those processes, you know? We've, you know the old term "paving the cow path." So the question is, given all the hype around RPA, the valuations, et cetera, what role do you see RPA having in those sort of transformative use cases? >> Well here's the interesting thing that was, I think, somewhat accidental by the, you know what really changed from having simple desktop automation? Well you needed some place to house and essentially manage that automation, so the RPA platforms had to build a central management capability. UiPath calls that the orchestrator, others call it the control tower, but when you think of all the categories of AI none of them have a orchestration capability, so the ability to use events to link in machine intelligence and dispatch digital workers or task automation to coordinate various AI building blocks as we call them and apply it to a use case, that orchestration ability is pretty unique to the RPA platforms. So the sort of secret value of RPA is not in everything that's being talked about here but eventually is going to be as a coordinating mechanism for bringing together machine learning that'll begin in the cloud, conversational intelligence that might be in Google. Having the RPA bots work in conjunction with those. >> But if I recall, I mean that's something that you pointed out last year as well that RPA today struggles with unstructured data that... >> Well it can't do it. >> You're right, we've talked about it NLP versus RPA, RPA, given structured data, I can go after it. >> That's the RPA plus AI bit, though. I mean, you take text analytics layer, and you combine it with RPA bots and now you have the unstructured capability plus the structured capability that RPA does so well. And, with the combination of the two, you can reach. I think what the industry needs to do or the buyers of RPA need to take the pressure off this immediacy of the ROI. In a sense, that's what's driven the value. I can deploy something, I can get value in a few months but, to really make it effective and transformative you need to combine it with these AI components, that's going to take a little longer, so this sort of impatience that you see in a lot of companies, they should really step back and take a look at the more end to end capabilities and take a little hit on the ROI immediately so that you can do that. >> No, I mean I can definitely see a step function, okay, great, we've absorbed that value, we get the quick ROI, but there's, to your point there's got to be some patient capital to allow you to truly transform in order for RPA, I don't want to put words in your mouth, to live up to the hype. >> Absolutely, I totally agree. And I am still very, very high on the market, I think it's going to do extremely well. >> Well, if you look at the spending data, it's quite interesting. I mean RPA as a category is off the charts. You know, UiPath, from the, your last wave kind of took the lead but, Automation Anywhere, Blue Prism spending, even in traditional incumbents, maybe not even RPA, maybe more "process automation" like Pegasystems. Their spending data suggests that this is the rising tide lifting all boats so, my question to you is, how do you see this all shaking out? I mean, huge evaluations, the bankers are swarming around. You saw them in the media yesterday. You know, at some point there's got to be a winner takes most. The number two guy will do pretty well and then everybody else kind of consolidates. What's your outlook? >> Well, there are a lot of emerging players coming into the market and, part of my life is having to fend them off and talk to them, and the RPA wave is coming out in a week. It's going to have four new players in it. Companies like SAP. >> Well, they acquired a company right? >> They acquired and they built internally, and have some interesting approaches to the market. So you are going to see the big players come into the market. Others I won't mention that'll be in the market in a month It's getting a lot of attention. But also I think that there are domains, business domains that, the different platforms can start to specialize in. The majors, the UiPaths to the world, will be horizontal and remain that way. And depend on partners to tailor it for a particular application area. But you're going to see RPA companies come into the testing market, software testing market. You're going to see them come into the contact centers to deal with attended mode in more sophisticated ways perhaps than those that don't have that background. You're going to see tailored robots that are going to be in these robot communities that are springing up. That'll give a lot of juice to others to come into the market. >> And like you say you're going to see, we've talked about this as well Rebecca, the best of breed versus the suite, right? Whether its SAP, Inforce talking about it, I'm sure Oracle will throw its hat in the ring I mean, why not, right? Hey, we have that too. >> Well, if you're those companies that the RPA bots are feasting on, they're slowing the upgrades to your core platforms, in some ways making them less relevant, because their argument has been, let's integrate, you get self integration when you buy SAP, when you buy Oracle, when you buy these big platforms. Well, the bots actually make that argument less powerful because you can use the bots to give you that integration, as a layer, and so they're going to have to come up with some different stories I think if they're going to continue to move forward on their platforms, move them to the cloud and so forth. >> So, finally, your best advice for workers in this new landscape and how it is going to alter their working lives. And also, your best advice for companies and managers who are, as you said, maybe not quite, they're grappling with this issue but maybe not and they're not being disingenuous to workers about who's going to lose their jobs, but this idea of as they're coming to terms with understanding quite all of the implications of this new world. >> Yeah, I know, I'm presenting data tomorrow that shows that organizations, employees, and leaders are not ready and I have data to show that. They're not understanding it. My best advice, I love the concept of, it's not a Forrester concept, it's called constructive ambition. This is the ability in an employee to want to go a little bit out of the box, and learn, and to challenge themselves, and move into more digital to close that digital skills gap. And, we have to get better at, companies need to get better at identifying constructive ambition in people they're hiring, and also, ways to draw it out. And to walk these employees up the mountain in a way that's good for their career and good for the company. I can tell you, I'll tell a few stories on the main stage last night, I interviewed Walmart employees and machinists that could no longer deal with their machine because they had to put codes into it so they had to set it up with programming steps and the digital anxiety was such that they quit the job. So a clear lack of constructive ambition. On the other hand, a Walmart employee graduated from one of their 200 academies and was able to take on more and more responsibility. Somebody with no high school degree at all. She said, "I've never graduated "from anything in my life. "My kids have never seen me "succeed at anything, and I got this certification "from Walmart that said that I was doing this level "of standard work and that felt really, really good." So, you know, we, companies can take a different view towards this but they have to have some model of future of work of what it's going to look like so they can take a more strategic view. >> Well Craig, thank you so much for coming on theCUBE. It was a really great talk. Another plug for the book, "Invisible Robots in the Quiet of the Night" you can buy it on Amazon. >> Craig: Thank you. >> I'm Rebecca Knight for Dave Vellante, stay tuned for more of theCUBE's live coverage of UiPath Forward. (techno music)

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host stool minimun hi I'm Stu minimun and this is a special cube conversation from our Boston area studio I'm happy to welcome back to the program Bobbie Patrick who's the chief marketing officer of uipath Bobby great thank you sue thank you she's great to be here all right so Bobby you know we've known you for many years there were a couple of jobs you know you and I've talked at many the cloud shows over the year and especially companies that were at the lead of that wave they talked about cloud first right and so now you know not surprising at uipath who is one of the leaders in robotic process automation the tagline I'm hearing is automation first a uipath so a bunch of news a lot of updates we had the cube at uipath forward in Miami last year we're gonna have it back in Las Vegas so a lot of ground to cover but I guess set the stage for us you know our PA is might not be an acronym that comes off of everybody's tongue just yet but boy there's a lot of buzz in the marketplace companies growing like wildfire so you know give us kind of the dynamics to set things yeah absolutely I think you know people spent the last 5-10 years trying to go digital write digital transformation has been really hard it's largely been IT led and IT swamped and has a million things to do and along comes a technology that actually you know business users and business analysts and subject matter experts can use and and go digital quite quickly get real outcomes fast and and a complete payback on all the entire projects in less than six months or nine months it's kind of unheard of an IT and so you know our PA is now established itself now as as really the best path to digital going digital it's actually the best path to using AI as well that's coming together about quickly but I think what's what's if you step back in the zoom out a bit you know the cloud first era brought brought incredible agility to organizations right and the very beginning a cloud for your calls to do right you know IT was kind of against cloud right we're never gonna go out of our data center right we're never going to go off Siebel and sales to Salesforce all those kind of things right and but cloud the business talk cloud as a mechanism to drive fast agility and to you know drive new economics for the business and and so on well you know the cloud air is kind of behind us now and it's obvious right today the automation first era has a very similar view to it right it is about rapid agility mass productivity competitive complete company transformation and in that era we know we call it the automation first error so it's less a tagline for us we want our competitors to use it we want the market to use that we want our partners to use it we want to talk about this automation first error and we think it's a sea level conversation it's a board level conversation and it's it's gonna completely change the landscape of how companies work over the next 20 years yeah it definitely reminds me much about you know that stealth IT and then IT as we said IT needs to respond to this because if they don't the business will just go elsewhere so right ah absolutely this wave of automation it's something that we see in the you know so many aspects of the market intelligence and automation is something that we talked about for decades but is real today and in our industry there's no better proof point that something has reached a certain stage of the market then you know the venerable Gartner has come out with a Magic Quadrant first of all congratulations we're gonna thanks let the graphic and talk a little bit about it up here the Gartner Magic Quadrant uipath you know it is up in front yeah that's terrific it's uh I I think you know Gartner Magic Quadrant much like the Forester ways the Forester in the last two years has had several waves on the on our PA prior to that uh horses for sources and and in Everest and others had kind of uncovered and discovered our PA I think what the Gartner Magic Quadrant does is it is it is a one I think it's a great articulation of the state of the market today I think it's helpful to IT and to businesses to see and understand the market is legitimate its long-term several years ago many people said our PA was sort of a short-term it was a band-aid that's not the case at all RP is becoming a platform and and so we're excited because the quadrant really I think accurately shows the state you know we're obviously happy to be number one you know blue prism in at number two and obligation anywhere number three in the leaders quadrant I think the three of us you know really are the vast majority of the market there's a few other players in there that are traditional you know pegye sort of tries to have an RPA product but they're still focused on cloud I think and and the you know there's a number of other players that have kind focuses around certain parts of our PA like nice systems around attended but really the leader quadrant I think does does accurately show the the market yeah it reminds me of some of the software define products in traditional IT is that today relatively speaking the dollars are small compared to the overall IT but Gartner said this is the fastest software group of anything that it tracks and you know billions of dollars in it forecasted in kind of the next five years this is really important right because gardner size to the 890 million i think next year or this year foresters at one point one point nine billion you know will have twenty percent market share this year thirty thirty-five percent market share next year either way the numbers are accelerating and every time a forecast comes out they raise guidance and that's going to happen again this year because our PA is becoming more critical and core to enabling technologies like blockchain even and like Internet of Things and and nai obviously and so I think you're gonna see the Tam grow considerably but I think look it's the fastest growing market we're the fastest growing enterprise software company in history when we went from one to one hundred million arr in about twenty months you know no other company has done that we're considerably larger right now and but we say that you know kind of in a humble way as an example of it's a fact we actually put our numbers out even though we're a private company because we do want to show the market hey this is really excited exciting what's going on here we add eight new enterprise customers a day we have a to the fortune 10 as as customers today right we have companies grow and robots robots out to a hundred thousand employees right so it's it's it's very exciting what's going on here and the enthusiasm mean there's not many technologies to where employees show extreme excitement when they realize this robots will take this kind of mundane task from you and that I think that is just fantastic yeah it's definitely something I saw when I attended your conference I know some of the employees from previous jobs some that I've worked with at other vendors as well as the customers are all super excited in sharing their story let's get in you talked about you know that that customer growth obviously is one of the execution arms of Gartner if you've got revenue you've got customers you're executing there that completes this vision you know look like there there's still room for everybody in that space Gartner had some some ways that they think the market needs to mature in there but you know what are some of the key factors that led to UI performance you know so I think I think you know what did this come our companies done right and I you know our founder Daniel Dinah's is absolutely amazing is we built a company people love to work at our culture is is one where we've won a a dozens of awards from inc magazine compared ibly recently daniel Dinah's was voted by employees as a best work place for women right next to Satya Nadella right none of our competitors are anywhere on these cultural landscapes culture is extremely important we want to build a company that is is the epitome of the next generation of businesses right I think I think the next would be the product then we built a product that's open we built a product that is extensible with open api's we embed and best-of-breed components we don't build our stuff a lot of our competitors have proprietary components like proprietary AI or others no we're very open in architecture and we've made that product easily available through our community and that's that's been a big difference between us and our competitors communities not just a free download though communities how you embrace your your your your users how you how you give them you know whole experience training and they're willing to share their skills and best practices as well as as obviously access to software and then finally I think our customer success so one of the best things last years we've watched hundreds of customers begin to really scale we're talking hundreds thousands and even hundreds of thousands of robots right and as they go from in to HR and they work on robots to help with HR admin and HR recruiting right or they go into legal or over contact centers call centers are really popular right now a lot of our airline customers you know they really want to help improve the experience not only for their customers but their employees their employees don't want to be on a phone 25 minutes either to a disgruntled person but they have to check your employee goes and looks like 10 different systems sometimes to go solve a problem robots can do all that work and cut the entire call center experience down by 60% everybody benefits so we're seeing you know we're seeing you know again you know great company great product and an amazing customer scaling all right we always know Gartner does a very kind of point in time look at what they're doing you know you mentioned the kind of the open an environment there one of the things they were tracking is the ecosystem because obviously there's a lot of software's that you need to integrate with our software is always changing so how does the the technology deal with those changes you know we all would complain is like oh geez I went in Gmail and my interface looks totally different today than it did before how does that impact stuff so well you know what's changing is are there things in the last kind of six to twelve months that maybe the report doesn't catch or you know what should be one of the challenges with the report is that it took a long time to complete we started they started this I think it was last October so for us it's multiple versions ago right but we still had a great spot one of our competitors I think decided that you know they didn't like their at their result and hence MQ took a little longer than then it showed up so yes it's from a product perspective we've gone to look in a long way since since in October I think a number of things are important one is you know we embed AI into the product and use different components around helping with document understanding visual understanding conversational understanding and so there's a lot of advancements on the ability for a robot whose robots learn new skills is a phrase we often use for robot to do more and more you know it with every release that a lot of those can be you know our components or or our partners we have 700 companies today they're in our ecosystem right so maybe a natural image processing company like core AI right or or an AI ml company like element AI or sky mind right Dayna robot these are all amazing companies that have great algorithms but they don't have access to the data right well the customers data is flowing through our platform and in these automation so we've made it very easy to drag and drop AI you know it's a drag and drop in Watson for example to apply to an automation flowing through our platform right so you know with every release you know robots getting new skills we make the products easier easier to use we're making it easier from four more people who have even less technical skills to be able to automate almost Excel users will be able to automate with them within Excel with a new version that's coming up right so you know all axes you know we're a three thousand person company now right so we've got a lot of developers so you know all axes ease-of-use scalability they're all they're all growing fast ya want to unpack that what you just brought up there a little bit this is not necessarily IT rolling out these environments we know if it's gonna be fast and you know tied to the business oftentimes it will start on the business how is that dynamic working you know your customers that you've been with for a while you know how do they work through that dynamic there are four phases in the maturity of kind of an RPA program right the first phase is citizen development led it's often led within a business like within finance or with an HR with a call center the second phase IT gets involved in the CIO gets involved this is where they say okay I've got to govern this you know robots are like or like human workers they have to have credentials and and login and passwords and things so to manage them and and robots actually bring a lot of compliance and auditability right everything a robot does is tracked and stored and and so CIOs get involved in Phase two that's when they build out we call the ROC a robotic operations center right and this is where they scale you see hundreds of robots lots of automations and they're really building a pipeline to serve their company phase three is when the CEO gets involved this is where around our vision of a robot for every person this is when CEO the board begin to think about automation and its impact across the entire enterprise and then they kind of I would say the aspirational phase and which we see some today is what we call phase 4 which is the gigabyte economy these are where robots are working up and down a value chain and a supply chain supply chain shared amongst companies in a way that the entire chain benefits right and this is actually where we see some blockchain use cases coming in where blockchain becomes the immutable source of truth for the actions the robot does between a customer and say and say a manufacturer so those four phases that maturity model is absolutely critical but I think it's important to note in phase two you know serving IT providing a platform that they can that they know is secure that they can that has good auditing that that they can scale efficiently and effectively it's really important so we often say you know we're built for both business and for IT all right October you've got uipath or come to the Bellagio in Las Vegas give us a little bit of a you know sneak peek as to you know what people can be expecting when they come to your big of yeah for it's gonna be amazing this year and you know as you know we host events all around the world this year will host 23,000 people in our own uipath events which is absolutely incredible this will be our kind of flagship signature event where we will unveil a stream of new products we have made some acquisitions that we have not announced that are part of that we will be taking the platform in making it much more kind of easy to implement on one side the higher scalability on the other side and will show a lot of innovations around that we're gonna also show some disruption in some other markets our PA can really extend itself into other technologies and do other markets that exist today as a new way of doing things and so we're excited to unveil what I think will be some pretty strategic directions for for our PA and finally the real focus of this event will be about customer stories particularly customers that have scale we'll have about two dozen customers who will talk about how they've scaled their operations how they're adding you know they're doubling their automations every month hundreds or thousands of robots how they manage that how they deploy that how they market internally even how do they you know what are the challenges they have is how do i educate within my own company right one of my favorite stories last week on art weeks ago on linkedin was a CEO of SingTel out of singapore you know he put out a post showing a hackathon that they ran where and he said we're now a believer in a robot for every sink tell employee and the employee that won the hackathon had been there 46 years the robot saw the problem that drove her nuts every week of her career and she was thrilled so you know this is gonna be an event to celebrate also celebrate the community celebrate success celebrate automation yeah final question I have for you Bobby I love talking to CMOS about how technology is impacting your job so you know what's new about you know the digital transformation our PA automation first cloud first era for you know for CMO like yourself both so we have you know dozen robots in marketing I have my favorite one I think I did a post on this one my favorite one was I would wah I wake up every morning and I would go to my my device mobile I'd go look up Google Trends how are we doing you like go to alexa.com or similar web duck how would you answer competitors and I'd you know it's great take this take the screen look in there okay great we're doing great well that was ten minutes of my day every day well now we have a robot that does that every morning for me and it takes the data puts it into a Google sheet and I can track it over time right you know that's an easy example but we actually use robots in a much more serious way where we move data between different systems between eventbrite systems or between our CRM systems and our leads when we get leads that come in our robots actually take the lead based on the location and and and notify the right people in each each each region right so robots are you know kind of kind of running you know throughout how we operate it's a company we have our own rock our own robotic operations that are in our business we think about automations you know throughout our entire organization and and it's exciting we have interns this summer and there's a intern contest and they're building the robots and we have fun robots - robots that help a fantasy football right and if you forget to make your selections it will go fix it for you so you don't miss out you know perhaps on on moving a player it's not playing out so all kinds of you know fun with with robots whether it's marketing HR a little legal it's it's exciting all right well Bobby Patrick thanks so much for all the updates congratulations on the momentum the updates in the Gartner MQ and I know we look forward to you iPad forward in Las Vegas later thanks - all right as always check out the cube dotnet to see all of the content we've done if you go in the search in search uipath you can see Daniel there CEO of the previous conversation with Bobby as well as who will have on at the show there on Stu minimun and thanks as always for watching the cube

>>From Las Vegas, it's the cube covering AWS reinvent 2018 brought to you by Amazon web services entails their ecosystem partners. >>Okay. Welcome back everybody to the cube live in Las Vegas for AWS Amazon web services reinvent 2018 upshot four with David, Dave, our sixth year covering AWS reinvent. We EV except for the first year we weren't there, but certainly it's been fun to watch the massive, massive rive of the wave of the cloud and Amazon's discipline and execution. Our next guest is Roger Barga, general manager, robotics and autonomous services for Amazon web services. Great to have you thank you for joining us. It's great to be here today. So a lot of stuff to talk about this, Amazon's got like this cult personality, or they do cool things. Uh, they innovate as well as they take care of the basic cloud needs more compute, better networking, more storage, or the core engine, uh, robotics, autonomous, you think of cars, you think of future flying drones, maybe in the future. >>What's going on? What are you, what are you working on? I think it mentioned explain what your job is and what you're doing at Amazon. I think it's super important. We actually look at robots as being anything that census computes and acts, and that opens up such a wide range of the definition of robot from a washing machine to escape the system to the robots. We think of actually that's the full spectrum is what we're trying to address. And we've announced a new service called AWS robo maker. It is designed to support the end to end application development life cycle for building intelligent robot, deploying it to one 10 hundreds, thousands of robots out in the field, monitoring them. We are really addressing the developer need on how to build and scale and run a robotics business. You know, what really resonates with me and, uh, with you guys at Andy's keynote this morning was he used the word builder a lot of times, um, tool for the right job. >>I think that really connects with the culture that we're seeing in the world today. Maker fair started it out. Robotics clubs in high schools were probably at an all time high in terms of interests. It's not just a nerdy geek thing. It's actually kind of mainstream. People are attracted to rabbis. People have wearables. So you're seeing a world where technology and robotics are colliding. So this kind of falls into the new kind of persona developers that's out there. Who's building a robotic stuff. It used to be some like special group of people. Not anymore. Explain how you guys are going after the developers with this. Okay. So it is very focused on the developer. And we started talking to our internal customers who are building robots. We started talking to external customers, building robots to really understand the struggles that they had and have to face. >>And you actually realized that the roboticists tend to actually are deepened hardware, drivers, actuators, sensors, and they are forced to be software engineers at the same time, because there's just not ready-made software and they have to go roll their own tooling. So we're actually providing them with the tools so they can actually focus on the hardware and the innovation that goes on there, or adding the intelligence to the robot to carry out the more meaningful task. And again, we've had conversations with companies that are, that are building small appliances that basically they think of as a robot, a dishwasher that has sensors, they've actually sense how the water flow is going the temperature and then take action all the way to our group. That's actually putting a robot in the space station to take photographs all over underwater robots, air robots, and the drones. So those deed came in robotic competitions, right? >>You're familiar with those, right? It was all high school kids. And there's always a hardware team, which is kind of clear. And then the software team, which always struggled. So I'm envisioning these guys are now going to be using robo maker as part of that team. So if I understand it, the mission is kind of develop secure, deploy, and manage robotic apps. That's really what you guys are a little bit more also, please. So we've actually bundled in our cloud service for machine learning, for analytics and for monitoring. And so now with Amazon Polly and Amazon Lex integration, you can talk to your robot, your robot can respond to you. We can stream the video off the robot through Kinesis, video streams and send it to recognition. So the robot can actually see, you'll be able to see what your robot is seeing, run it through recognition. >>You can identify what it's, what it's seeing and be able to tell it, go to the refrigerator. And it knows where the refrigerator is something else we have done. I think it's interesting to share with you is that we've actually working with something called the robot operating system, which is the most commonly used open source software framework for robotics ROS. Um, we have contributed all of our cloud extensions as open source to the community. And we're also technical steering committee members for Ross two, which is the next generation of Ross. We like to think of it as a commercial grade version of Ross, the Linux for robots. And we're also contributing open source to that as well, because what you'll find is this is what developers are using and reusing. So if you have a sensor or an actuator for a robot you'd like to use, you're probably going to find ross' package already out there to actually drive that sensor or drive that actuator that you can use. >>And now you see new ones for our cloud services that you can turn monitoring on machine learning services on as well. So you contribute to open source community you're so that's going to accelerate the adoption. So you're also making it easier. I want you to explain how you guys are working to do that because if this kind of continues on this track is going to remove some of the blockers or the barriers to get into this and that's to get the applications up and running, which should have a impact on like fleet management to, you know, anything. I mean, that's really the problem statement here. Isn't it, it really isn't, it's really what our mission is. We're always looking at developers and how we can accelerate them and make them more productive. Let's say the three of us wanted to go off and build a robotics application. >>We'd have to make sure that the environment and all of our machines are the same, because you might have a DLL, a different DLL or a different package, which means when we deploy to the robot, we're breaking it. We're not consistent. We actually offer a cloud development environment for robotics. With one click off the AWS management console. You can choose the operating system that you'd like to deploy to your robot. It'll download it. It'll configure that for you. It'll create scalable storage to store the artifacts. As we build our robot and try different algorithms out it'll provision compute for, to compile our, our robot application. We even have pre-built applications to get you started and you have access to all the ROS packages. And so within minutes we could it be up and working together, writing a robotics application. That's just part of it though. >>So again, I talked about the cloud service extensions, but simulation is such a huge thing because we may not even have a robot bill yet. And we want to simulate our robot. We offer pre-built worlds like a room in a house or a retail store or a racetrack for the race car that you heard about today. And you can drop your robot in these environments and test it. You can turn a physics model on and say, my robots carrying 500 pounds simulate. When you're happy with it, then you can deploy that over the air to your actual robot and the simulation. You can actually run hundreds of them in parallel, faster than wall clock time. So it's literally, we could actually do a thousand simulation hours, probably in 15 or 20 minutes to test our robot and all this compute, you spin up a supercomputer, basically bring it all together. >>You mentioned the formula. One thing, that's interesting. What insights can come into this. And I want to get down to the intelligence piece because when I met Andy, I just wrote an article yesterday on Forbes with my, on my interview with him, he made a comment. I want to add to the conversation. He said, the clouds are the brains on premise as their environment. So robots will deep rains. So talk about the connection to the AWS. Yes. So that's a key part, right? It connects to the, they got a lot of brains. So you got a lot of opportunities to connect services. What kinds of services do you envision connecting to the robots? Okay. So what was announced today with the race car it's at that car is actually trained in robo maker through simulation, through reinforcement learning. And so hundreds of simulations of the car, trying to go around the track, all that information is being fed to SageMaker, which is using its reinforcement learning to actually build an algorithm, a better algorithm, and then pulling it back to the car and trying it over and over again. >>That's how you actually train the car and you see that beautiful partitioning with the cloud, big compute, reinforcement learning, large datasets. The car wants you to deploy the machine learning model to the car. It can actually continue to set up signals for more information. So as the car is being used for racing, you're still learning. It's still updating the model. So again, this beautiful part, how's that how's that data flow. So you have data coming off the car, you send it back up to the cloud, you then that's where the heavy modeling occurs. And then you push it back down. The small machine learning model, back down, we have Kinesis data streams. We also have IOT MQTT messages. We can send back up to the cloud and you really start to see the role of the cloud. When we have hundreds of devices out, each one might make a mistake every once in a while, but collectively you're getting a large training set for returning a model and pushing it back down. >>It's where deep learning really adds value, too. It really is. And you mentioned adding more personality to it before we came on camera robot, you saw, this is really kind of where it's going to really kind of make it personalized. It, it is. And in fact, Leah, it's this it's a robot that's made by by robot care systems, excuse me, robot care services. And Leah is an intelligent robotic Walker. Absolutely brilliant. The elderly and disabled canal live more independent, more agile lives. Um, it has 72 sensors since compute act. It figures out what the user is trying to do. The user now can actually interact with it with voice through our Amazon Polly and Amazon's Lex integrations. So with the walkers across the room, the user can say, Leah, come to me and Leah will actually motor over to the user user can get on. >>Leah will sense that it's carrying load and it can say, Leah, let's go to the front door and Leah will start moving our way to the front door. That's just so natural. And that's the impact of real life impact of that. People who live alone, could it be diabetes or maybe something as they get sick robot could be tied into a health meter. I mean, this is kind of real world scenarios that aren't far away. No they're happening now. It's happening right now. And again, you're starting to see the value that robots are going to bring to our lives. And again, robotics has to have such hard problems to solve with the hardware and that algorithm, the writing. We really don't want the other work to have to be a burden for them. We really want to simplify that. So I'll talk about the CHAM, the total market adjustability here, because the F the formula one, the developers, I get that Jennifer's I get the formula one. Is there a market for robots? Who's doing it. Where is it? Is, is it embryonic and early? Is it, how's this forming you in your mind? Um, marketplace, as we've looked at this, we have been amazed at all the places we're finding robots. Again, we see robots underwater. We see drones in the air. We see robotic arms and factories. We see them in education. I have yet to see an area where a robot can assist or carry out tasks to help humans. How about doing interviews? >>Yeah. We're not gonna be replaced yet. Although we have >>Robot on the cube one, despite the fact that we'd like to think how advanced robots are, you can't replace humans, not the NR, the mobility, our intelligence or personality. So if the number of things robots could do keeps getting, >>Yeah, it wasn't, it wasn't that long ago, robots couldn't climb stairs. >>That's right. That's right. Amazing. Let's talk about your goals for the year. What are you trying to do with the, with the service? Um, and what can people expect to see coming from AWS? We're definitely going to be listening to our customers now that we've launched and we're working backwards to actually add features that they tell us. They'd like to see. We're really pleased that we've got a partnership with first robotics. We want to work with with first, actually bring our service to allow students and learners of all ages to learn robotics. We have an education and research program with about 25 universities with more signing on as well. They're very interested in using the service for teaching robotics and for education and research as well. So I really want to, we really want to push hard there's because we think robotics has a great future. >>It's going to help our lives. And we think robo makers, the way that they're going to do, I can tell you from my four living in Palo Alto, which is again, a different zip code than middle America, robotics is hot. People like robotics. They like to play with the robotics. And it has now it's software democratization tools and frameworks. You don't need to be a rocket scientist to code sheet language. Yeah. Yeah. That's I think the power of our service is that basically the developers no longer limited to the code. They write in the software. They can hardware that can put on their robot that can take advantage of cloud services, glue them together and start building a robot. Well, we are very interested in covering, uh, what goes on with your area and certainly want to know more about how the community's developing. Certainly the open source I think, is going to be a very big part of your plan. We agree. We're committed. Roger. Thanks for coming on. Great insight, robo maker. One of the top announcements is a great demo on the keynote, uh, from, uh, the formula one, uh, spokesperson. I think the executive great demo that I think is worth watching. Congratulations on the success or cube coverage here. No robots here. We're live coverage. Re-invent 2018. We right back.

(upbeat music) >> Live, from Miami Beach, Florida, it's theCUBE, covering UiPath Forward Americas. Brought to you by UiPath. >> Welcome back to the former home of Lebron James, I'm Dave Vellante, this is two minimum, we are here at South Beach at the hotel Fontainebleau. This is UiPath Forward Americas, and this is theCUBE, the leader in live tech coverage Leo Da Silva is here, he is the process excellent leader for Best Day Travel and Arnold Schiemann who's Vice President of Latin America and Spain. You get to go to all the fun places for Symphony. Welcome to theCUBE >> Thank you, thank you guys for your invitation >> You're very welcome, Leo let's start with you Best Day Travel, travel site, specializing in Mexico and other parts of the region tell us about the company >> Well, we have a leadership in Mexico we are, the last year we have five point four million travelers, okay? And there's a lot of people, okay? We've been in the business for 35 years, 34 years actually, okay? So, we're pretty solid, okay? While 75% of the all the transactions we have online, okay? And 25% we have offline, and that's why we're doing, all the transformation that we're doing is under this 25%, alright? Like, just to get the additional transformation and everything. >> So 35 years, so you started before the internet (Leo laughing) >> So I guess you should be 100% offline you obviously successfully made that transition. >> That's correct, that's correct. >> Okay, and Arnold, Symphony is the solution provider right? the implementation partner in this case, right? tell us about symphony and your role. >> Well, Symphony is probably the is particularly, suddenly concentrated on our PA management and our PA design, and our PA process rewardization. We were invited by Best Day Travel Group to look at the process, to look at the project and we embark in a very interesting transformation for them, so that they could move into their PA arena with a clear road map. >> So you guys are both process experts I mean that's, >> Yes >> You've got process in your title talk more about your role, if you would. >> Yeah, well, I'm a green belt, okay? And at least six sigma, and we use this methodology actually, and we are like, two years ago we implemented like a BPM, the department, you know inside the company, just to lead this transformation, okay? So that's what we're seeking right now to lead this transformation and, it's a very good challenge, you know? It's not easy, but we are trying to do our best. >> With your six sigma background, I think it would really tie right into what RPA is, 'cause you can really understand what has variance, and what is pretty standardized and that would seem is that the direct correlation with thing that you can have, the robot and the automation based on, really, the variance piece? >> Yes, totally, you know, well, when you start, all the implementation was right before where start you like to do a benchmark and you're able to see which technology we wanted to use and well, we found UiPath, alright? In which we found Symphony, and but it's not exactly, I think the technology is the last thing, right? So, the technology is the enabling alright? To do all those thing happening but if you don't have, like process management, you know, if you don't have that, it's kind of difficult to reach the target, okay? So, yeah, it's pretty much, I think it's when you, I think the most challenging is let people know what they're doing wrong you know, what they're doing repeating tasks, right so, when you do, like, the process walk through, people just get amazed, you know, like, what? Are you serious, we're doing that? >> When did you start? >> We started in February >> This year? >> Yeah >> Okay, so, take us back to February or January whatever, December, when you were maybe even before that, thinking about the business case. How did it come about, and how'd you guys meet? Take us through the sort of initiative. >> Yeah, well, right before, it was six months before I think it was, on July of last year, we started a conversation, right? And when I found that, within like six months of benchmarking and, we reached that like UiPath, and we start to ... trying to get something different, you know? To do something different enterprise and we had this need, okay? From inside, you know, from back office to tranformate because it's operation sometimes it costs a lot, alright? The first step that we did was like a future of work accelerator, okay? Which is, it's this scan, it's a total scan of the area, okay? And to see how how big are the opportunities, okay? To transformate things, right, so was the first step and after we had the pilot, we have three or four projects ongoing. >> And you were involved from the beginning Arnold, last July? >> Yes, yes >> One thing which was really very interesting about the project is that the client was the C.E.O and the C.F.O was totally the C-suite involvement So, and we believe that our PA is about the business, is about the process, it was ideal. So, we had really I believe it was really not work but, really a good time that we spent together integrating very closely with the team from Best Day Travel Group, to the point that you couldn't tell who was from Best Day and who was from Symphony, and then we were able to present to the C-suite, the result of the road map to move forward with a very clear business case, the process that was going to be robotized. Simultaneously, Best Day wanted approved inside, saying lets develop robotized version of one of the processes, and we did one which had been quite successful, we were just talking that the amount of work that that robot is handling today life, is such that either robot doesn't operate, he wouldn't know what to do because there is so much work to do behind in the past, and he doesn't know what he did, but today, it is almost impossible to recreate that. >> Yeah, that's correct, singularity is here >> One of the things that maybe you can help me understand, 'cause I'm a little bit new to this technology, how do you figure out, how do you size this, like how do you know how many things a robot can do, we heard one of the customers has a thousand robots, how does this scale, and how does this build out inside of a customer? >> Two thing that we do is that we look at the company, we identify those process, with heavy like, say, head count with lots of repetitive tasks that can be partially or totally robotized, and then we present it as a road map because the first question they have is "how do we start?" I mean, this is a company, 3000 people 4 million passengers, where do we start? How we get good advantage of the robots and that's how we did it, and then it's going on, the project we just did the first part, we continue now with the second part which is going to be even more interesting. >> What'd the business case look like? I mean, was it a saving money, making presumably some of this was cost reduction right off the bat, right? >> Yes, yes >> Lets talk about that business case what's that framework look like? >> Well, the action will have a pilot, that we just did, we launched already, alright? The business case was like, to to reduce cost, alright? The operational cost is very high, okay? So, now, we have like, just to have an idea the situation before would have, like six person working, you know, like the eight hour shift, okay? And doing like issuing tickets and you know and right now we have, like, just one robot and we built a capability of, 126% okay? On this, just with one robot, alright, and yeah, it's amazing, its amazing and 24/7, you know, right now it working pretty fine. >> Specifically, where do the cost savings come from? >> Well, the cost savings is not exactly that ease, but it's a customer's experience, okay? And also the capability that you can build alright? To get more sales, okay? And there's another project that, before that we had the first one, we have to to reduce the cost of the operation you, know, for 65 people, alright? And ... the transactions cost a lot of money for us, okay? So that's how we're trying to we're trying to understand that and we're trying to eliminate those costs or reduce, you know like, as much as we can. >> Its a part of that, you redeploy people, you put 'em on other tasks, is that what you're doing? >> Yes, yes, we free them up, you put another, you add value task, right? >> So the C.F.O is one of the stakeholders here, >> It was >> So many C.F.Os might say "okay, well, we're "not going to cut head count, so where do I "get my savings?" so the answer, if I'm hearing it is well we're going to increase revenue because these people are going to be on other tasks, and >> That's it, yes >> And, do you have visibility in line of sight as to how fast that can happen, whether, is it already starting to happen? >> Yeah, it already start to happen, already start to happen, like in, you know, this project was we have the roll back in 15 days >> I was going to ask you what the break even was it was inside of a month? >> You know, its already paid, it all 15 days, it's already paid, right so, yeah, the C.F.O is pretty happy with that. >> The first project was relatively small right? >> Yeah, yeah yeah. >> You proved it out and now you're going to throw gasoline on the fire >> That's it, that's it. >> That's great, so what's next for you guys? >> Well, next, we are go to the customer service you know, like ano-traceability, there's a traceability project that we have to do, alright? Just to ... To have the client in front of everything, you know? So that's our strategy right now and we're going to do, well Symphony is going to help us out with our PA and with implementation and the process, because its going to be a new process, it doesn't exist, alright? So there's going to be a brand new one so we have to create from scratch. >> Arnold, I wonder if you can go a little broader for us on this, it sounds like you've got a perfect partner inside the company with, you know, process in his title you've got the C-suite engaged, is that a typical deployment, what are you finding? >> Is not typical but it is, that is something that we look for all the time. 'cause it's, if the client is not engaged, we can do nothing, if the C-suite is not engaged, there is very little process people can do and by being engaged the C-suite, we're driving the cost reductions, but there is another point besides cost, consistency, and also we are eliminating side loss that had existed for long time, 'cause the companies are starting with one organization then another one, another one and all of them touch the customer what the probably will be doing to them hopefully before the end of the year, early next year, to be able to see the transverse of the customer, one and a half million passengers arriving to Cancún and they are passengers. But you don't know how many people will come back so you better know that these guys came here they like to go to the scuba diving next time he's around, we can offer him a scuba diving, we can pick him up from the airport, we can offer other services and then, the company is structured to be exponentially, so that you can grow from 4 million to 8 million passengers without adding head count, adding, that is the future of Best Day Travel Group and that's why we have engaged the management. >> Okay, so you're looking at the moon shot double the number of passengers served with the same head count, that's a huge productivity boost, so I'm hearing 15 day break even, some of that was hard cost reduction, its revenue increased, its proven, now you're going to invest more consistency, better customer service, cross selling, hey they like to scuba dive, maybe we can make an offer here, and better data allows you to do that that's going to summarizes the the business case and we're talking I mean, I don't want to, you know, squeeze the M.P.V at it, but we're talking millions? Hundreds of thousands? >> Millions >> Hundreds of millions? >> Millions right? >> Yeah, yeah, pretty much, it's a huge number you, know, its a huge number and, we have a lot of opportunities and, I think it's going to be a success, you know? >> And presumably the employees want to be part of this ride, right? They want to get, whether it's re-trained, or become R.P.A experts, deploy this technology, drive their digital automation and service those 8 million customers with the same resources you know, or invest in other resources. >> yes >> New growth areas. >> Yes, yes. >> Great story >> Yeah, it is, it is, >> we're working hard >> (laughs) figuring it out >> We're privileged to have been work with them because they are, I say unique but it was done for us from day one everything was put in place, engagement, people, and then the company itself is very easy to manipulate and transform because of the way that it was structured 30 years ago. >> And why UiPath? I mean, you said I chose them last summer why, why'd they win? >> Well, because of, well during a benchmarking, I can see a lot of difference between them, you know? And we have concluded that, well they actually Symphony recommend us, alright? So, you want this, you want that for this situation, it's going to be the best solution, right? And after that, we're pretty sure that it's it's the best it's the best choice, right? Because of the personalities, because a lot of stuffs that they have they can bring to us, you know? >> Do you worry about, do you worry about shadow R.P.A, like (laughter) >> The divisions going off and doing their own robots, or have you guys got a handle on that? >> Yeah, you know (laughing) no, not worried about that, you know, but yeah it's going to happen. >> It's a good thing. >> Alright, gentlemen, thanks so much for coming on theCUBE it was great to have you. >> Thank you for inviting us >> Alright keep it right there everybody, Stu and I will be back at UiPath Forward Americas right after this short break, you're watching theCube, we'll be right back. (closing music)

(energetic music) >> Live from Miami Beach, Florida. It's theCUBE covering UiPathForward Americas. Brought to you by UiPath. >> Welcome to Miami everybody. This is theCUBE the leader in live tech coverage. We're here covering the UiPathForward Americas conference. UiPath is a company that has come out of nowhere, really. And, is a leader in robotic process automation, RPA. It really is about software robots. I am Dave Vellante and I am here with Stu Miniman. We have one day of coverage, Stu. We are all over the place this weekend. Aren't we? Stu and I were in Orlando earlier. Flew down. Quick flight to Miami and we're getting the Kool-Aid injection from the RPA crowd. We're at the Fontainebleau in Miami. Kind of cool hotel. Stu you might remember, I am sure, you do, several years ago we did the very first .NEXT tour. .NEXT from Nutanix at this event. About this same size, maybe a little smaller. This is a little bigger. >> Dave, this is probably twice the size, about 1,500 people here. I remember about a year ago you were, started buzzing about RPA. Big growth in the market, you know really enjoyed getting into the keynote here. You know, you said we were at splunk and data was at the center of everything, and the CEO here for (mumbles), it's automation first. We talked about mobile first, cloud first, automation first. I know we got a lot of things we want to talk about because you know, I think back through my career, and I know you do too, automation is something we've been talking about for years. We struggle with it. There's challenges there, but there's a lot of things coming together and that's why we have this new era that RPA is striking at to really explode this market. >> Yeah, so I made a little prediction that I put out on Twitter, I'll share with folks. I said there's a wide and a gap between the number of jobs available worldwide and the number for people to fill them. That's something that we know. And there's a productivity gap. And the numbers aren't showing up. We're not seeing bump-ups in productivity even though spending on technology is kind of through the roof. Robotic Process Automation is going to become a fundamental component of closing that gap because companies, as part of the digital process transformation, they want to automate. The market today is around a billion. We see it growing 10 x over the next five to seven years. We're going to have some analysts on today from Forester, we'll dig into that a little bit, they cover this market really, really closely. So, we're hearing a lot more about RPA. We heard it last week at Infor, Charles Phillips was a big proponent of this. UiPath has been in this business now for a few years. It came out of Romania. Daniel Dines, former Microsoft executive, very interesting fellow. First time I've seen him speak. We're going to meet him today. He is a techy. Comes on stage with a T-shirt, you know. He's very sort of thoughtful, he's talking about open, about culture, about having fun. Really dedicated to listening to customers and growing this business. He said, he gave us a data point that they went from nothing, just a couple of million dollars, two years ago. They'll do 140 million. They're doing 140 million now in annual reccurring revenue. On their way to 200. I would estimate, they'll probably get there. If not by the end of year, probably by the first quarter next year. So let's take look at some of the things that we heard in the keynote. We heard from customers. A lot of partners here. Seen a lot of the big SIs diving in. That's always a sign of big markets. What did you learn today at the keynotes? >> Yeah, Dave, first thing there is definitely, one of the push backs about automation is, "Oh wait what is that "going to do for jobs?" You touched on it. There's a lot of staff they threw out. They said that RPA can really bring, you know, 75% productivity improvement because we know productivity improvement kind of stalled out over all in the market. And, what we want to do is get rid of mundane tasks. Dave, I spent a long time of my career helping to get, you know, how to we get infrastructure simpler? How do we get rid of those routine things? The storage robe they said if you were configuring LUNs, you need to go find other jobs. If you were networking certain basic things, we're going to automate that with software. But there are things that the automation are going to be able to do, so that you can be more creative. You can spend more time doing some higher level functions. And that's where we have a skills gap. I'm excited we're going to have Tom Clancy, who you and I know. I've got his book on the shelf and not Tom Clancy the fiction author, but you know the Tom Clancy who has done certifications and education through storage and cloud and now how do we get people ready for this next wave of how you can do people and machines. One of my favorite events, Dave, that we ever did was the Second Machine Age with MIT in London. Talking about it's really people plus machines, is really where you're going to get that boom. You've interviewed Garry Kasparov on this topic and it's just fascinating and it really excites me as someone, I mean, I've lived with my computers all my life and just as a technologist, I'm optimistic at how, you know, the two sides together can be much more powerful than either alone. >> Well, it's an important topic Stu. A lot of the shows that we go to, the vendors don't want to talk about that. "Oh, we don't want to talk about displacing humans." UiPath's perspective on that, and we'll poke them a little on that is, "That's old news. "People are happy because they're replacing their 'mundane tasks.'" And while that's true, there's some action on Twitter. (mumbles name) just tweeted out, replying to some of the stuff that we were talking about here, in the hashtag, which is UiPathForward, #UiPathForward, "Automation displaces unskilled workers, "that's the crux of the problem. "We need best algorithms to automate re-training and "re-skilling of workers. "That's what we need the most for best socio-economic "outcomes, in parallel to automation through "algorithm driven machines," he's right. That gap, and we talked about this at 2MA, is it going to be a creativity gap? It's an education issue, it's an education challenge. 'Cause you just don't want to displace, unskilled workers, we want to re-train people. >> Right, absolutely. You could have this hollowing out of the market place otherwise, where you have really low paid workers on the one end, and you have really high-end creative workers but the middle, you know, the middle class workers could be displaced if they are not re-trained, they're not put forward. The World Economic Forum actually said that this automation is going to create 60-million net new jobs. Now, 60-million, it sounds like a big number, but it is a large global workforce. And, actually Dave, one of the things that really struck me is, not only do you have a Romanian founder but up on stage we had, a Japanese customer giving a video in Japanese with the subtitles in English. Not something that you typically see at a U.S. show. Very global, in their reach. You talked about the community and very open source focus of something we've seen. This is how software grows very fast as you get those people working. It's something I want to understand. They've got, the UiPath that's 2,000 customers but they've got 114,000 certified RPA developers. So, I'm like, okay, wait. Those numbers don't make sense to me yet, but I'm sure our guests are going to be able to explain them. >> And, so you're right about the need for education. I was impressed that UiPath is actually spending some of it the money that it's raised. This company, just did a monster raise, 225-million. We had Carl Ashenbach on in theCUBE studio to talk about that. Jeff Freck interviewed him last week. You can find that interview on our YouTube play list and I think on out website as well. But they invested, I think it was 10-million dollars with the goal of training a million students in the next three years. They've hired Tom Clancy, who we know from the old EMC education world. EMC training and education world. So they got a pro in here who knows to scale training. So that's huge. They've also started a 20-million investment fund investing in start ups and eco-system companies, so they're putting their money where their mouth is. The company has raised over 400-million dollars to date. They've got a 3-billion dollar evaluation. Some of the other things we've heard from the keynote today, um, they've got about 1,400 employees which is way up. They were just 270, I believe, last year. And they're claiming, and I think it's probably true, they're the fastest growing enterprise software company in history, which is kind of astounding. Like you said, given that they came out of Romania, this global company maybe that's part of the reason why. >> I mean, Dave, they said his goal is they're going to have 4,000 employees by 2019. Wait, there are a software company and they raised huge amounts of money. AS you said, they are a triple unicorn with a three billion dollar valuation. Why does a software company need so many employees? And 3,000, at least 3,000 of those are going to be technical because this is intricate. This is not push button simplicity. There's training that needs to happen. How much do they need to engage? How much of this is vertical knowledge that they need to get? I was at Microsoft Ignite two weeks ago. Microsoft is going really deep vertically because AI requires specialized knowledge in each verticals. How much of that is needed from RPA? You've got a little booklet that they have of some basic 101 of the RPA skills. >> I don't know if you can see this, but... Is that the right camera? So, it's this kind of robot pack. It's kind of fun. Kind of go through, it says, you got to reliable friend you can automate, you know, sending them a little birthday wish. They got QR codes in the back you can download it. You know, waiters so you can order online food. There's something called Tackle, for you fantasy football players who help you sort of automate your fantasy football picks. Which is kind of cool. So, that's fun. There's fun culture here, but really it's about digital transformation and driving it to the heart of process automation. Daniel Dines, talked about taking things from hours to minutes, from sort of accurate to perfectly accurate. You know, slow to fast. From very time consuming to automated. So, he puts forth this vision of automation first. He talked about the waves, main frames, you know the traditional waves client server, internet, etc. And then, you know I really want to poke at this and dig into it a little bit. He talked about a computer vision and that seemed to be a technical enabler. So, I'm envisioning this sort of computer vision, this visual, this ability to visualize a robot, to visualize what's happening on the screen, and then a studio to be able to program these things. I think those are a couple of the components I discerned. But, it's really about a cultural shift, a mind shift, is what Daniel talked about, towards an automation first opportunity. >> And Dave, one of the things you said right there... Three things, the convergence of computer vision, the Summer of AI, and what he meant by that is that we've lived through a bunch of winters. And we've been talking about this. And, then the business.. >> Ice age of a, uh... >> Business, process, automation together, those put together and we can create that automation first era. And, he talked about... We've been talking about automation since the creation of the first computer. So, it's not a new idea. Just like, you know we've been talking on theCUBE for years. You know, data science isn't a new thing. We sometimes give these things new terms like RPA. But, I love digging into why these are real, and just as we've seen these are real indicators, you know, intelligence with like, whether you call it AI or ML, are doing things in various environments that we could not do in the past. Just borders of magnitude, more processing, data is more important. We could do more there. You know, are we on the cusp of really automation. being able to deliver on the things that we've been trying to talk about a couple of generations? >> So a couple of other stats that I thought were interesting. Daniel put forth a vision of one robot for every person to use. A computer for every person. A chicken for every pot, kind of thing (laughs) So, that was kind of cool. >> "PC for every person," Bill Gates. >> Right, an open and free mind set, so he talked a about, Daniel talked about of an era of openness. And UiPath has a market place where all the automations. you can put automations in there, they're all free to use. So, they're making money on the software and not on the automation. So, they really have this... He said, "We're making our competitors better. "They're copying what we're doing, "and we think that's a good thing. "Because it's going to help change the world." It's about affecting society, so the rising tides lift all boats. >> Yeah Dave, it reminds me a lot of, you know, you look at GitHub, you look at Docker Hub. There's lots of places. This is where code lives in these open market places. You know, not quite like the AWS or IBM market places where you can you can just buy software, but the question is how many developers get in there. They say they got 250,000 community members already there. So, and already what do they have? I think hundreds of processes that are built in there, so that will be a good metric we can see to how fast that scales. >> We had heard from a couple of customers, and Wells Fargo was up there, and United Health. Mr. Yamomoto from SNBC, they have 1,000 robots. So, they are really completely transforming their organization. We heard from a partner, Data Robot, Jeremy Atchins, somebody who's been on theCUBE before, Data Robot. They showed an automated loan processing where you could go in, talk to a chat bot and within minutes get qualified for a loan. I don't know if you noticed the loan amount was $7,000 and the interest rate was 13.6% so the applicant, really, must not of had great credit history. Cause that's kind of loan shark rates, but anyway, it was kind of a cool demo with the back end data robot munging all the data, doing whatever they had to do, transferring through a CSV into the software robot and then making that decision. So, that was kind of cool, those integrations seemed to be pretty key. I want to learn more about that. >> I mean it reminds me of chat box have been hot in a lot of areas lately, as how we can improve customer support and automate things on infrastructure in the likes of, we'll see how those intersections meet. >> Yeah, so we're going to be covering this all day. We got technologists coming on, customers, partners. Stu and I will be jamming. He's @Stu and I'm @Dvellante. Shoot us any questions, comments. Thanks for the ones we've had so far. We're here at the Fontainebleau in Miami Beach. Pretty crazy hotel. A lot of history here. A lot of pictures of Frank Sinatra on the wall. Keep it right there, buddy. You're watching theCUBE. We'll be right back after this short break. (energetic music)

>> Hi, I'm Peter Burris, welcome to this Cube Conversation, where we bring some of the best ideas in the industry to the Wikibon, SiliconANGLE communities as a way of catalyzing further conversation about some of the changes, and some of the opportunities that are presented by tech in a world that's digitally transforming. We're being joined today by Bobby Patrick, who's the CMO of a company called UiPath. UiPath is one of the leaders in a technology known as robotic process automation. And we're going to talk about the problems, the solutions, and the directions forward with this, what we regard as a very, very important technology on the rise. Bobby, welcome to the Cube. >> Hi Peter, great to be here. >> So Bobby, let's start with who are you? Tell us a little bit about yourself. >> Sure, Bobby Patrick, CMO, UiPath. I was CMO of the cloud business HPE prior, a Cube alumni, I guess we call them, right? And had a history of startups, in SQL space, and open source, and different transformational companies. But I was really intrigued by the idea of software robots over the last six months, and joined UiPath, and it's just been an amazing adventure to see this kind of amazing technology really deliver outcomes for companies faster than I've ever seen happen in tech in my history. >> Well let's talk about that, so, every technology that's going to be successful has to target a problem, a group of people who are trying to solve the problem, and a set of returns. So let's talk about, what is the problem that UiPath and related technologies are actually trying to address? >> Let me start at the macro level first of all. Robotic process automation is instructive trend for digital transformation. For the last three, five, seven years, vendors and companies have said, "I want to go digital." Digital, digital, digital. Right? And going digital's really difficult. Back office processes and front office processes are complex, there's a lot of human interaction involvement in it, and in the past, the way to tackle that would be IT would engage in a significant integration project, an IT project, would purchase equipment, technology, and try to rebuild and redefine the process. Robotic process automation tackles that problem of digital transformation in a very different way. It says forget the idea of going and redoing all of the systems in the data. Let's just take it from the human perspective. Let's see how does a human engage in the process today? And let's completely mimic that human interaction. Let's do that in a way that has complete accuracy, actually higher compliance, and do that in a way that's very simple. And so our technology, which has been built over a number of years, has now perfected the ability to actually replicate and emulate a human user, interacting with multiple systems, something they do every day, in the enter process, move data around, analyze data, look at the data for context, and then execute that process continuously. And that has resulted in an industry that is booming. Forrester said last year it was a $250 million industry, it'll be a $3 billion industry in three years. And UiPath is the fastest growing company in what's called RPA. >> So let me break that down a little bit. So a couple of general principles. The computing industry has always been focused on how we can substitute technology, specifically in the form of programs, for labor. And when we do that, we're able to reduce errors, we're able to speed up the activities, we have derivative opportunities to integrate things we never did before. So let me see if I got this right. What you just described is, instead of trying to substitute for that labor, by creating a net new program that has a whole bunch of static elements, we're actually going to turn these tools and apply them to the question of, how do people do things, let's substitute for the things that people do, start there. Have I got that right? >> Yeah, I mean imagine a contact center in a customer service operation for an airline. They receive an email from a customer that's complaining, about a bad flight, that contact center specialist has to look at a variety of systems to determine your status, what did we give you recently, in two days they will respond. Maybe the person's name is Michelle, and they'll respond in two days, and give you something. Well now, Michelle the software robot can do that exact same thing in a matter of minutes, with complete accuracy, and you can apply machine learning to it, and AI to it, to determine, 95% of the time, if I provide this in this situation, I'll have a happy flier, a happy member. That's what we're talking about here, which is software robots that essentially are perfecting these complex business processes both in the back office and in the front office. Often where lots of documentation's involved, lots of different systems are involved, and a human has to interact between all of those over and over. >> So, RPA, effectively, robotic process automation, effectively provides a means to mimic the work of a person. Because that's where most process engineering is done. Mimic the work of a person, codify it in a way that actually leads to a better business outcome. So that's what it is. Now take us through how does this work? Who are the people involved in the process, what does the technology do for them, how long does it take? Give us a little bit about it. >> So one of the beauties to RPA is that this doesn't require deep engineering talent to be able to build a software robot, and execute it. In fact, some of the breakthroughs in the technology that's been created at UiPath are a studio designer, which looks much like Visio, where you can drag and drop a workflow. Subject matter experts are becoming the next coders, really. Where they can actually design the workflow. There's actually a recorder function that can actually record the user-- >> That's where it starts. It starts with the recorder looking at how people are doing things and picking up that, and turning that in semantics that are meaningful to-- >> Yeah, defining a workflow. Which has exceptions, and handling. I should mention, when you're creating, or you're automating a process, there are really two kinds of robots you're designing. One is one called an attended robot, where along that workflow that robot's going to stop and ask a human a question. It's about a third of the market right now. So the process executes and a human might have to fill in some gaps alone the way. An unattended robot can run in the cloud, or on a VM in an on-premises data center, and execute that process behind the scenes, over and over and over.. So you kind of, you're building one of two. And UiPath supports both attended and unattended robots. But yes, you're designing the workflow, that workflow may interact with a variety of systems, you might receive an email and read the email, the robot reads the email. You might actually log into salesforce.com to find out if they're a customer. You might actually upload the email as a artifact, you might then download some information, put it into a PDF, and send it on. That's an example of a workflow that you're automating end to end. >> So we've got that workflow designed, what are we doing next with it? And who's doing it? >> So this is one of the beauties, too. One of the challenges in IT is projects take a long time. But in RPA-- >> Peter: And they fail. >> And they fail. What's interesting in RPA, what we've proven now, is you can pretty much begin to digitize a process in a matter of weeks. The outcomes are almost immediate. And payback periods are often six months or less. An RPA project almost self-funds itself, which is one reason why I think this is taking off so fast as well. >> So if we want to get a payback period in six months, it means that the whole notion of how fast does it take to get a group up and running on this, becomes crucial. So what is RPA typically, who's it typically targeting? Is it a professional software developer, someone with no technology expertise, business analysts, where-- >> Business analysts, definitely. You're talking line of business. You're talking finance operation. There's a lot of innovation in finance operations. How do I improve my ability to handle invoice reconciliation, and manage purchase orders, and all that paperwork and movement of data. >> So these are people that are familiar with workflows, they're familiar with process design, et cetera, but may not be familiar with coding >> These are subject matter experts. They're not familiar with coding, but they know the process really well. They know what to do when there's an exception, they know what to do in a sequence of events, and so that's why we often say subject matter experts are the next big coders, because they can actually go and learn, in fact UiPath, we have a program called an academy. Academy is on our site, we launched it last April. 35,000 people have been certified already. These are typically business analysts who go get trained, online, self-led, get a diploma, a foundational or an advanced diploma, and are RPA developers, in fact. Now you can go deep. There's C#, you can develop and you can go deep behind it. So I'm not saying there's not some ability to go really deep in certain development. But for the most part, you're a finance operation, you're an HR operation. I'll give you an example of one that just popped up yesterday. A company called West Monroe, they're a consulting firm in Chicago, they announced that they built Rosie the Robot. And Rosie the Robot, with UiPath, is a robot that onboards all their new employees. And they're doing a lot of M and A. They're growing really fast. And onboarding all the employees was a task that required a lot of people to do a very system data intensive process. Now Rosie does all that for them. Very simple example, you can then kind of zoom out and realize that really every process, most processes, have some kind of human interaction repetitiveness to them which a robot can either assist a knowledge worker, or can actually execute that entire process flawlessly. >> Now, we're not talking about technology that's really esoteric, that requires an enormous net new experience in learning from an operations staff. We're talking about technologies that can be targeted specifically to a problem, and end up generating artifacts that are familiar to what's currently in place. Have I got that right? >> Yeah, and I think what's important, so enterprise RPA really addresses two sides. One, the business side, that's trying to digitize a process and automate, maybe for cost savings, but more important than trying to apply AI. And get smarter, right? And so that's the business side. It also addresses the IT side, which is, okay, I've got to secure these robots, how do they scale, how do I manage and govern them, imagine having thousands and thousands of robots. I'll give you another example. NASA. The first robots that NASA launched, the first one, they named George Washington. And George did a-- >> Good name. >> Bunch of work for the finance group, and they got really comfortable with George. They'd walk in in the morning and say, "What has George done for me last night?" Which is awesome. But George was onboarded just like a human worker. Meaning he has to log in to different systems, just like a human worker, and by the way, his password expires every 90 days. So how do they solve that? They created the boss robot. And the boss robot's name? Constitution. Constitution changes George's password every 90 days. That's what's happening here, is you're building out your digital workforce. So IT worries, then, about how do I manage and secure, and scale, so we think about scalability, and big scale is a big challenge, but opportunity that we're focused on, tens of thousands of robots that companies will have. We often say it'll ultimately be one robot per every employee. >> So we have not, or I think you've mentioned the word, or the phrase, "AI" just once. So this is utilizing similar kinds of concept. The attended versus unattended, for example. How you go about training. But I got to believe that there's going to be a roadmap for integrating a whole bunch of these new technologies, that are capable of providing even more degrees of freedom, more functionality, how is RPA and some of these new technologies going to intersect over the course of the next few years? >> This is a really, really important question. So RPA, and enterprise RPA and UiPath, we believe it's a platform. So once you digitize that process, you can then do things with it. We've opened APIs, it's very extensible, you can integrate with a conversation API of Watson, integrate with a chat bot and have the robots do the back end work. At Exxon, they're doing IOT, and deploying sensors left and right, but all the systems in the back end are legacy systems and Excel spreadsheets. So the robots actually are the back end, supporting the deployment of IOT on the front end. So you have this amazing combination. But what people really want to do, then, is they want to look at that process and say, "How do I make it smarter? "How do I improve the productivity over time?" It's great to get that initial bump of perhaps cost savings, when you think about the robot doing, what eight FTEs did, the one robot does. So that's one thing. But the bigger thing is being able to apply data science to the process, looking for ways to mine the process, to think about how can I do the execution better? And that's when we apply machine learning to a process. Where we can actually look, instead of having a rule, in the process that executes, you actually have the experience. Where you say, oh 90% of the time it happens this way. So I'll fill the field in, instead of going and tracking down an empty field. So you can really get smarter, and really improve productivity. Peter, this is all about productivity. GE's a great example of one, that spoke at a conference of ours recently. And the first nine months, they had $25 million of productivity from the robots. The next nine months, $150 million. But this is not about cost-cutting or employees. This is about, actually, hiring. This is about getting smarter in every process. This is about eliminating errors completely. >> Well, productivity is not just a function of the denominator, which is cost. It's also a function of the work that you can perform. And so what you're saying is that utilizing these technologies, while it may displace certain laborious tasks, nonetheless, it's automating and improving the quality of a whole bunch of others, which allows people to go off and do net new things that perhaps are better in service to customers, for example. >> Yeah, one of the fast savings we're seeing from our customers is that they're actually able to use robots to fill the gap of being able to hire new employees. So that, in Japan, here's a great, Japan's almost a unique market. Japan RPA, and UiPath is used on some of the world's largest RPA projects, like SMBC Bank, or Dentsu, the advertising agency, company, there, they're using robots to address two things. One, the decaying population, so robots are filling the gap. And also, two, suicide. There are very high suicide rate because they work these amazing hours every week. Well they're actually using robots to reduce the number of hours, as the robots complement the work of the workforce in Japan. So we're really seeing, interestingly enough, is that robots are actually filling the gaps, and beginning to do work of a workforce that maybe you wish you could hire but you can't hire. So I think that trend is what we're going to see more of in 2018. >> Excellent. So, Bobby, thank you very much for coming on the Cube, here in our Palo Alto studios, and talking to us about RPA, robotic process automation. We heard a little bit about what is it, how does it work, what's the impacts of using it, and obviously, UiPath and yourself as a increasing or emerging force within an important new marketplace for enterprises and users who are trying to increase their productivity. >> Thank you, Peter. >> Once again, this is Peter Burris, in a Cube Conversation with thought leader Bobby Patrick at UiPath. Bobby, again, thanks for coming. >> Bobby: Thank you.