2014 RESEARCH AGENDA & SERVICES. Helping IT vendors gain competitive advantage

Transcription

1 2014 RESEARCH AGENDA & SERVICES IT Helping IT vendors gain competitive advantage

2 ABOUT THE NEW OVUM In May 2014, Ovum and Informa Telecoms and Media Research merged to create a single, market leading analyst house focussed on converging IT, telecoms and media markets. 01 UNRIVALLED DEPTH OF EXPERTISE ACROSS IT, TELECOMS, AND MEDIA 02 GLOBAL COVERAGE 180 ANALYSTS IN 23 RESEARCH OFFICES WORLDWIDE 03 NO.1 TELECOMS INDUSTRY RESEARCH PROVIDER We create tangible business advantage for our customers by providing actionable intelligence that can be relied upon in evaluating market and technology opportunities, benchmarking performance, and making better business-critical decisions. Working with Ovum puts at your disposal: 180 analysts, each with on average more than 10 years industry experience the largest IT decision-maker survey 10,000,000+ market data points We are part of Informa Group, the world s leading provider of business intelligence. Informa has over 6,000 employees and delivers specialised information to companies operating in sectors including agriculture, consumer, commodities, energy & utilities, financial services, healthcare and pharmaceuticals, maritime, telecoms, media, and IT. TELECOMS 91 analysts 14 research services 7 data tools IT 72 analysts 17 research services 6 data tools A 360 degree view across converging markets MEDIA 17 analysts 3 research services 1 data tool IT PRODUCT PORTFOLIO IT SOFTWARE AND SERVICES INDUSTRY TECHNOLOGY DATA TOOLS Enterprise ICT Management Information Management Customer Engagement Enterprise Mobility and Productivity Software Infrastructure solutions IT Services Banking Insurance Financial Markets Government Education Healthcare Life sciences Telecoms Media and Broadcast Utilities Oil and Gas Ovum Decision Matrix ICT Enterprise Insights IT Services Contracts Analytics Software and IT Services Market Forecasts ICT Sales Prospector ICT Enterprise Insights Ovum Interactive Decision Matrix IT Services Contracts Analytics Software and IT Services Forecast Models ICT Spending Predictor OVUM. ALL RIGHTS RESERVED. OVUM.COM

3 Welcome to the new Ovum Introducing the Ovum IT 2014 Research Agenda The convergence of IT, communications, and Internet technologies is shaping business and society in tandem, whilst technology plays an increasingly pivotal role across all sectors. From May 2014, the integration of Ovum s IT and Telecoms research business with Informa Telecoms and Media Research enables us to provide trusted research, data and analyst expertise that better reflect this landscape. Ovum IT enables both technology users and suppliers to navigate and benefit from the changes in these markets via class-leading primary research programs and in-depth insight. As part of the enhanced Ovum business, we have made further investments in our extensive primary research and data-driven tools to make it even easier for you to quickly gain the answers you need. In terms of research portfolio, we have added three dedicated research channels focused on the top priorities for converged technology adoption in business. Customer Engagement is at the top of the business agenda in almost every sector, as companies seek to define better customer experiences. Enterprise Mobility and Productivity is a priority channel for engagement. Telco IT focuses on technology in the telecoms industry, and how this enables the growing role of telcos as IT service providers. For business and IT leaders in the enterprise, Ovum IT provides insight into major disruptive technology trends, coupled with deep understanding of industry-specific drivers and business processes, to assist you in planning your business technology strategy. Our research helps you to design the appropriate architectures and roadmaps to exploit these technologies, and the detailed information required to select the solutions, services and providers. For technology suppliers and advisors, Ovum IT delivers a corresponding endto-end view of the technology market lifecycle. We help you to assess the size and nature of the market opportunity, and to plan product and service development paths that meet customer needs. As you take these solutions to market, we help you to develop compelling messaging, target granular market segments and to compete in individual accounts with the detailed intelligence to win business. We are confident that our enhanced proposition will make Ovum IT a trusted technology advisor and invaluable business partner. This research agenda will give you full information on each of our channels and services, and we look forward to working with you over the coming year. Tim Jennings Chief Research Officer Ovum IT tim.jennings@ovum.com OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 03

4 Ovum IT To compete effectively in the ICT market you need a research provider with comprehensive market coverage, deep industry influence, and the focus and agility of a market specialist. OVUM IS AT THE CENTER OF THE ICT MARKET We have a 360-degree view of the ICT market. We combine an understanding of IT vendors and their solutions, with deep insight into enterprise technology requirements and the demands of the industries in which they operate. Ovum helps leading technology service and solution providers find the most effective route to market. We also work with 20,000 global IT decision-makers each year. We enable them to formulate and implement IT strategies, and select the right technologies and solutions. WHAT SETS US APART? WE ARE ALIGNED TO YOUR ACTIVITIES; WE SUPPORT YOUR COMMERCIAL DECISIONS STRATEGIC ASSESS THE OPPORTUNITY YOUR ACTIVITIES Strategic market outlook Business strategy Opportunity sizing Competitive positioning OUR SERVICES Trends to Watch reports Strategy reports Market forecast and shares Ovum Decision Matrix and assessments Ovum helps ICT vendors: assess the opportunity target the market compete to win business Whether you need insight to support strategic planning, product development, or your go-to-market strategy, Ovum provides solutions that will save you time, reduce risk, and help increase your revenues. TARGET THE MARKET Product development ICT Enterprise insights Go to market messaging ICT Spending Predictor Customer segmentation IT Services Contracts Analytics TACTICAL COMPETE TO WIN BUSINESS Opportunity identification & targeting Content marketing ICT Opportunity Prospector Whitepapers and webinars OVUM. ALL RIGHTS RESERVED. OVUM.COM

5 ONLY OVUM COMBINES THE ADVANTAGES OF SCALE WITH THE FOCUS OF A MARKET SPECIALIST As markets become more competitive and margins tighten, our customers requirements for market intelligence have become ever more exacting. A TIER-1 PROVIDER OVUM WITH THE BENEFITS OF A SPECIALIST Insight and data must be reliable and relevant, and available across a breadth of markets but also timely and tightly focused. Traditionally, these are attributes of different providers: Large providers can deliver: broad coverage and a complete research portfolio consistent methodologies and market segmentation IT decision-maker influence across industries. Specialist providers can deliver: a service tailored to your needs fast access to senior analysts agility in tracking emerging technology markets. Only Ovum is able to combine these to deliver the reach, accessibility, and service you need. 72 IT analysts collaborating with 108 telecoms and media experts 23 research locations across the globe Consistent methodologies and segmentation across all markets Large scale primary research the largest ICT buyer survey available Leaders in emerging technology the first workforce survey on the impact of BYOD Regular analyst engagement and best-in-class customer support Our domain experts regularly collaborate m-payments, telco IT, enterprise mobility and best-inclass customer support Access only the research you need our portfolio is modular and customizable WE DELIVER A UNIQUE BLEND OF RESEARCH, DATA, DIRECT ANALYST ENGAGEMENT, AND CONSULTING Ovum provides research, data, direct analyst access, and custom consulting across our full research portfolio: Expert market analysis Ovum has long-standing expertise and dedicated resource in horizontal technology and industry technology. Our market experts do not work in silos, but collaborate across domains to provide a complete and comprehensive market view. Robust market data Market data is the foundation of our research. Ovum s scale allows us to undertake large-scale primary research, and deliver a series of data tools supporting your activities from strategic planning through to account-level engagement. Direct analyst access We understand that you expect direct access to senior market experts. As part of all our subscription services we provide rapid access to the analysts with the expertise to help you, without any bureaucracy. We encourage our clients to consider our analysts an extension to their business. Research-based consulting We provide the most agile and responsive research-based consulting service available. Ovum has proven experience in delivering complex projects for some of the largest IT vendors, with over 2,000 engagements completed last year. OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 05

6 De infr Software-d environmen The themes shaping the ICT agenda in 2014 The convergence and pervasive presence of IT, communications, and Internet technologies is at the forefront of business and society, and requires organizations of all types to develop or extend their technology capabilities. Whether improving efficiency, delivering digital services, or exploiting new market opportunities, key technology trends are shaping strategy across every sector. ENHANCING CUSTOMER EXPERIENCE Building a customer-adaptive enterprise Digital marketing automation Extending the scope of CRM DELIVERY MODELS S Enterpri Tackling fra cyber-crime Mining dat security an intelligence ENABLING THE MOBILE-FIRST ENTERPRISE Exploiting M2M and an Internet of things Mobilizing processes and applications Contact center innovation Architecting the mobile enterprise Mobile application development ECOSYSTEMS COMPETITOR INSIGHT IC CONVER & MOB CUSTO INSI TRANSFORMING INFRASTRUCTURE & NETWORKS Intelligence in the network OVUM. ALL RIGHTS RESERVED. OVUM.COM

7 INNOVATION MANAGING SECURITY, RISK & COMPLIANCE ecurity in the cloud se GRC ud & a for d Data management and governance Big and fast data infrastructure ECM on the move Business value from analytics EXPLOITING INFORMATION FOR BUSINESS ADVANTAGE OVUM IDENTIFIES 7 THEMES THAT WILL REFLECT THIS CHANGING TECHNOLOGY LANDSCAPE 1. Exploiting information for business advantage 2. Adopting cloud services 3. Improving workplace productivity 4. Transforming infrastructure and networks 5. Enabling the mobile-first enterprise 6. Enhancing customer experience 7. Managing security, risk, and compliance T GENCE ILITY VERTICAL STRATEGIES MARKET SIZING Practical strategies for cloud adoption Integration for the cloud PaaS: innovating software delivery Managing cloud & virtual environments MER GHT Optimizing the data center Process transformation with BPM Next-generation collaboration tools ADOPTING CLOUD SERVICES ploying converged astructure Implementing enterprise social networks efined ts Exploiting unified communications IMPROVING WORKPLACE PRODUCTIVITY OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 07

8 SOFTWARE AND IT SERVICES RESEARCH CHANNELS Enterprise ICT Management Ovum s Enterprise ICT Management research channel addresses the full IT investment lifecycle, from strategy development, enterprise architecture, and portfolio management, through service design and operation, to benefits realization and measurement. The IT organization is evolving rapidly, with many different considerations for the CIO, CEO, and CFO, and our Enterprise ICT Management research looks at the approaches an enterprise can take in addressing business needs beyond the IT function. This is complemented by research into IT governance, including IT organization structures, risk management, change management, and standards. We provide in-depth reports, best-practice insights, and powerful tools to help benchmark IT expenditure. TIM JENNINGS CHIEF RESEARCH OFFICER SAMPLE OUTPUT: OVUM ENTERPRISE ICT SPEND METRICS TOOL PROFILE INFORMATION Revenues in USD millions Total number of employees Between 1,000 and 4,999 Primary geography of operations United Kingdom Primary industry vertical Energy & Utilities IT SPENDING BENCHMARKS (IN $M US) 2012 IT spend (in $m US) IT budget (in $m US) 17.6 UPPER QUARTILE LOWER QUARTILE IT SPENDING BENCHMARKS (IN % TERMS) 2012 IT spend as % of revenues 2.2% 2013 IT spend as % of revenues 2.2% Internal Budget % External Budget % UPPER QUARTILE LOWER QUARTILE 2.6% 1.8% 2.6% 1.8% 29.0% 18.4% 91.4% 61.3% OVUM. ALL RIGHTS RESERVED. OVUM.COM

9 KEY DELIVERABLES: Case Studies Recommendations and advice from realworld use of enterprise IT management frameworks, templates, and approaches. Includes named and anonymized case studies. Frameworks and templates Aiding IT decision- makers with targeted research and frameworks around the key enterprise IT management topics Enterprise ICT Spend Metrics A unique insight into estimated ICT expenditure for organizations of all types around the globe. We have gathered data on the ICT spending patterns of enterprises so organizations can benchmark against peers. EXAMPLES OF CUSTOM WORK FOR CLIENTS: Research and analysis to support an enterprise in planning and executing business change. Creation of a checklist for enterprises looking to adopt a cloud strategy, to identify gaps between C-level expectations and those of the IT function. KEY TOPICS FOR 2014: The changing shape of IT organization structures A siloed and hierarchical IT organizational structure must change to meet current and future business needs. Organizations are evolving to an IT infrastructure that is able to respond to a rapidly changing environment. Managing risk and compliance An effective governance, risk, and compliance (GRC) strategy is an essential function for organizations. There must be an integrated approach to GRC, bringing together its three core components. Enhancing IT financial management Moving away from a cost by IT organization model of quantifying the value of IT services as opposed to only the costs associated with IT (assets, etc.) is pivotal in communicating the true value of IT to the business. IT financial management is a valuable process in confirming the strategic partnership between IT and the business. ENTERPRISE ICT MANAGEMENT Development of a CIO maturity model to analyze the activities normally ascribed to the CIO role and the influence of these activities in the business. Review of the portfolio management and governance process for a multi-national aerospace company. 4 Architectural approaches to planning and supporting business change An architectural approach can offer a useful structure within which organizations can plan and execute change. A business-centric view of the enterprise and its operations will also help to provide direction to the IT function. 5 Strategies for cloud adoption Adopting cloud services remains a conundrum for many organizations. Taking the decision to embrace or enhance the adoption of cloud services requires a solid foundation of business need. OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 09

10 SOFTWARE AND IT SERVICES RESEARCH CHANNELS IT Services Ovum s coverage of the services market takes into account the trends across all aspects of IT, outsourcing, and BPO, including consulting and systems integration, infrastructure and applications, front- and back-office functions, and delivery models such as hosting and cloud. In addition, we examine issues including trends in enterprise services procurement, geographic market sizing, and vendor-offering assessments, all of which round out a comprehensive offering that provides both tactical and strategic insight into an everchanging industry. Furthermore, we guide clients on evolving trends and models such as bundling, process automation, and evolving engagement models around the SMAC (social, mobile, analytics, and cloud) stack. JOHN MADDEN PRACTICE LEADER IT SERVICES CONTRACTS ANALYTICS Total Contract Value (US$m) 14,000 12,000 10,000 8,000 6,000 4,000 This graphic is a visualization of the data contained in Ovum s services team s flagship premium offering, the IT Services Contracts Analytics tool, which contains data for all major publicly announced outsourcing deals in excess of $1m (US). The data can be analyzed in terms of volumes, value, functions, verticals and geographic location. 2, Years OVUM. ALL RIGHTS RESERVED. OVUM.COM

11 KEY DELIVERABLES: IT Services Contracts Analytics The most comprehensive, up-to-date guide to outsourcing contracts signed within the global IT services market. The database tracks every publicly announced deal worth over $1m. Quarterly segment analysis An in-depth look at the highlights in front-office, BPO, bundled services, IT services (North America and Western Europe), and contract-signing activity over the previous three months. KEY TOPICS FOR 2014: 1 Sourcing and contractual models Engagement models are continuously changing with cloud delivery being the main catalyst for change. As the industry moves toward outcomebased pricing models, contingencies, inhibitors, and tipping points need to be analyzed that outline the journey toward these models. IT SERVICES Services market forecast Ovum s interactive quantitative tool allows users to slice and dice outsourcing market data by vertical, region, and function. EXAMPLES OF CUSTOM WORK FOR CLIENTS: Market opportunity analyses, including a project for a major outsourcer that highlighted the strengths and weaknesses of mature and emerging demand markets for their services. White papers including a customized document for BPeSA Western Cape outlining South Africa s outsourcing value proposition. Video testimonials from services analysts, providing face-toname views of what our team members feel pertaining to a vendor s offerings. Segmented breakouts of Ovum Business Trends data, providing clients with snapshots by function, country/ region, and vertical market Evolving partner ecosystems Technology changes predicate new partner ecosystems, including cloud aggregation, cloud brokerage, and service integration and management (SIAM) models (project management of multisourcing environments). These ecosystems are proving to be critical as providers attempt to grow revenue in different regions and emerging markets. Verticalization Having aligned their sales forces vertically, providers need guidance on how to transform their offerings and how to engage with customers in this changing go-to-market scenario. This is especially true for mid-size, mid-market, and tier-2 IT services firms that rely on verticalization in order to effectively compete with global competitors. Telco IT services intersection Now more than ever, telecommunications players offerings are taking on outsourced business process components and IT service components. As this trend continues, the ability of telcos to develop targeted offerings to enterprises will differentiate those that are successful in this regard versus those that will be left behind. 5 Process automation The ability to move as much process away from manual intervention is a potential game changer for outsourcing providers, providing clients with more seamless and cost-effective delivery. OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 11

12 SOFTWARE AND IT SERVICES RESEARCH CHANNELS Information Management Ovum s Information Management research channel addresses the full lifecycle of data access, integration, management, governance, and analysis. In today s ultra-competitive knowledge-driven economy it is now an indisputable fact that data is an organization s most valuable corporate asset. Having a strong and agile information management (IM) strategy is critical to leverage unprecedented amounts of Big Data being collected at increasingly breakneck speeds. Ovum s IM research and analysis spans the key back-end and front-end technologies and processes required to effectively manage information and support Big and Fast Data analytics across and beyond the enterprise. Our 2014 research agenda reflects the continued convergence of all these areas as a way to optimize business performance and extract greater business value from information assets. MAXINE HOLT DIRECTOR OF RESEARCH ENTERPRISE INVESTMENT PLANS FOR INFORMATION MANAGEMENT: OVUM ICT ENTERPRISE INSIGHTS Enterprise performance management Web content and digital asset management Data management and integration Data warehousing Documents & records management Archiving Maintain (in current state) Enhance (with minor modifications) Transform (with major modifications) Install new/completely replace Do not have Predictive analytics Query & reporting tools 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Proportion of respondents Sample size: 6,700 Question: What are your investment plans for the above during the next 18 months? Countries: All Vertical: All Sub-vertical: All Enterprise size: All OVUM. ALL RIGHTS RESERVED. OVUM.COM

13 KEY DELIVERABLES: IT Services Contracts Analytics Comparative research around key enterprise technology solution sets, accompanied by individual SWOT Assessments. Ovum Interactive Decision Matrix Interactive model based on the Ovum Decision Matrix, allowing subscribers to weight their own preferences within the evaluation, generating a recommendation specific to an individual enterprise. Case studies Recommendations, best practice, and advice from real-world solution deployments. Frameworks and templates Practical tools designed to help IT decision-makers and practitioners in their day-to-day work, to save time when working on a range of different projects. Software market forecast Ovum s interactive quantitative tool allows users to slice and dice software market data by vertical, region, and function. KEY TOPICS FOR 2014: 1 2 Achieving insight and action from Big Data and analytics We will examine making data, BI, and analytics actionable for business impact, by analyzing the shift from reactive insight to proactive action. We will also look at best practices and processes that organizations must design into their business analytics strategies. ECM on the move Maintaining control over the availability, integrity, and compliance of content while allowing knowledge workers quick and easy access to relevant content irrespective of location and device is important. We will review ECM approaches for managing content that is being created and accessed in a mobile environment. INFORMATION MANAGEMENT EXAMPLES OF CUSTOM WORK FOR CLIENTS: Practical advice for a major financial services firm on implementing a global IM strategy and supporting technical architecture. Advice for a leading network equipment provider on strategies, products, and services to help mobile communications providers monetize their Big Data assets. Development of ROI and TCO frameworks to help organizations gauge value from their enterprise performance management (EPM) initiatives and IT investments. Advice for a leading analytics vendor on UI design and go-tomarket strategy for its new mobile BI solution. Delivery of a workshop on differentiated go-to- market sales strategies for a leading ECM vendor. 3 4 Translating Fast Data into business value We will look at how to achieve desired business outcomes from realtime or near- realtime processing of fast-moving data and events, assessing realtime data architectures and services, including complex event process (CEP) and event stream processing (ESP), to enable rapid processing of Fast Data in multiple business contexts. Data management as a foundation for business insight The capture of more data from varied sources is forcing organizations to focus sharply on data quality and governance. We will examine how to address the impact of Big Data, deepening clouds, and unstructured data on traditional data quality, MDM, data integration, and governance practices. OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 13

14 SOFTWARE AND IT SERVICES RESEARCH CHANNELS Customer Engagement Ovum s Customer Engagement practice looks at the ways in which businesses manage and maximize the relationship they have with their customers. In particular, it explores the tools used to track and optimize the interactions that customers and businesses have with each other. Customer engagement represents a transformation in the way that organizations should think about their customers, and has pull-through implications for the way enterprises acquire and deploy enterprise applications. KEITH DAWSON PRACTICE LEADER With this in mind, Ovum s customer engagement practice explores the entire stack of customer-facing technologies, and helps suppliers and enterprise buyers make smarter decisions about the tools and processes they need to find, connect with, and retain customers. CUSTOMER ADAPTIVE ENTERPRISE ATTRIBUTES: OVUM MATURITY MODEL & SURVEY 8 CORE ATTRIBUTES Customer-Adaptive Average Performers Low Medium High Low Medium High Visionary leadership Engaged, empowered workforce Internal and external collaboration Sensing capabilities Superior customer experience Continuous innovations Flexible, connected processes Adaptive enterprise architecture OVERALL EVALUATION >86% 52% Definition of customer-adaptive enterprise: An organization with the capabilities to sense, adapt and respond to rapid change that influences customers, their behaviors, wants and needs, at the right frequency to remain persistently relevant to them. Source: Ovum Customer-Adaptive Enterprise preliminary research to September OVUM. ALL RIGHTS RESERVED. OVUM.COM

15 KEY DELIVERABLES: Ovum Decision Matrix Comparative research around key enterprise technology solution sets, accompanied by individual SWOT Assessments. Ovum Interactive Decision Matrix Interactive model based on the Ovum Decision Matrix, allowing subscribers to weight their own preferences within the evaluation, generating a recommendation specific to an individual enterprise. Case studies Recommendations, best practice, and advice from real-world solution deployments. Frameworks and templates Practical tools designed to help IT decision-makers and practitioners in their day-to-day work, to save time when working on a range of different projects. Software market forecast Ovum s interactive quantitative tool allows users to slice and dice software market data by vertical, region, and function. EXAMPLES OF CUSTOM WORK FOR CLIENTS: KEY TOPICS FOR 2014: Emerging mobile marketing tools and best practices, their market impact, and the value of UX design As consumers flock to mobile devices, marketers need better tools to manage the customer engagement process on more versatile and personalized platforms. Building the customer-adaptive enterprise Ovum has identified eight key attributes of enterprises that are effective at adapting to customer needs. We will build a maturity model that benchmarks the specific steps needed to optimize the customer relationship. Analytics technologies in customer contact Ovum looks at tools for tracking customer behavior and satisfaction, as well as those for measuring and boosting agent performance during interactions. CUSTOMER ENGAGEMENT Global speaking tour in support of a major software firm s social media customer service strategy. Review of an enterprise s CRM strategy, assisting with product selection. Defining a digital agency partnership strategy for an IT vendor entering the marketing automation space. Operational transformation best-practice workshop for an enterprise looking to increase ROI on its marketing automation investment. Speeches at partner and customer events for several leading contact center vendors. Custom survey on interaction metrics for a remote-access software company. 4 5 Multichannel customer interaction platforms The convergence of contact channels is forcing enterprises to adopt broader platforms that integrate voice, web, mobility, social media, and other emerging channels. Realtime event-driven marketing technologies: the drift away from campaigns and database marketing We look at Big Data and marketing as a constant programmatic aspect of business operations. OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 15

16 SOFTWARE AND IT SERVICES RESEARCH CHANNELS Enterprise Mobility & Productivity Software Ovum s Enterprise Mobility & Productivity research channel covers all aspects of the journey to a truly mobile enterprise. We are now starting to see the adoption of mobile-first thinking, shaping both business process and the IT strategy for the enterprise. For nearly three years, Ovum has been delivering influential and pioneering research on the impact of BYOD in the enterprise and how this has morphed into BYO Application, where employees source their own productivity tools such as cloud file sync and share services to be able to use any screen anywhere to do their job. Business process management (BPM) has a key role to play in ensuring that the development of mobile applications fits in with the strategy of the enterprise, and doesn t create further silos of applications. MAXINE HOLT DIRECTOR OF RESEARCH SMARTPHONE PROVISIONING POLICIES: OVUM BYOD SURVEY How smartphones are provisioned: % of respondents who BYOS Unrestricted, supported BYOD 33.3% Limited, support BYOD 12.4% Unsupported, unrestricted BYOD 23.5% CYOD/COPE 9.9% No choice corporate provisioning 8.8% Not allowed to use this device 12.1% OVUM. ALL RIGHTS RESERVED. OVUM.COM

17 KEY DELIVERABLES: Ovum Decision Matrix Comparative evaluation of the leading enterprise mobility management solutions, accompanied by individual SWOT Assessments. Ovum Interactive Decision Matrix Interactive model based on the Ovum Decision Matrix, allowing subscribers to weight their own preferences within the evaluation, generating a recommendation specific to an individual enterprise. Case Studies Recommendations, best practice, and advice on how mobility is enabling industry business process transformation. Enterprise Mobility & Consumerization survey The third iteration of this annual survey program, providing deep insights into patterns of behavior and adoption. Software Market Forecast Ovum s interactive quantitative tool allows users to slice and dice software market data by vertical, region, and function. EXAMPLES OF CUSTOM WORK FOR CLIENTS: Model of the impact of consumerization on the device strategy for tier-1 enterprise device OEM. Definition of the go-to-market strategy for the managed mobility offering of a tier-1 carrier. Advice for a Fortune 100 company on its BYOD program, including implementation and employee engagement strategy. Advice for a tier-1 venture capital fund on timing and entry points into the device management, application management, and telecoms expense management segments. KEY TOPICS FOR 2014: Building the architecture for the mobile enterprise Selecting and implementing the right device and app management platform is crucial for an enterprise putting mobile at the forefront of its IT and business strategy. Ovum s research will help manage the complexity of the mobile enterprise, also supporting the selection of managed services. Using BPM to drive value from the enterprise BPM promises to help transform the organization, but requires an inclusive and flexible approach to achieve success. Organizations that can tune and flex their processes quickly and effectively will be the most successful. The next wave of BPM will see the technology extending beyond the traditional enterprise and on to mobile devices. Collaboration and enterprise social networks (ESN) Ovum research will support the enterprise in selecting the right ESN and file-share platform. We will also address best-practice ESN implementation, including how to manage the dual reality of ESN and mail in the enterprise. Extending the reach of core enterprise applications through mobility Enterprise applications are pivotal to the way in which an organization is run, and we will address the value of mobility for key enterprise application categories, including CRM, ERP, finance, and HR. ENTERPRISE MOBILITY & PRODUCTIVITY SOFTWARE OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 17

18 SOFTWARE AND IT SERVICES RESEARCH CHANNELS Infrastructure Solutions Ovum s Infrastructure research covers the underlying platform on which all other enterprise IT assets rely, including infrastructure, integration, security, tools, and management software. The security threat landscape evolves continually, and needs to be balanced with supporting the enterprise in its day-to-day business. The technology capabilities of data centers are also rapidly evolving, with the deployment of software-defined environments and converged infrastructure. IT tools and management software coverage encompasses endpoint, network, system, and service management, as well as tools and approaches supporting the software development lifecycle. At the infrastructure software layer, research includes all aspects of virtualization and cloud computing, along with topics such as integration middleware and API management. MARK BLOWERS PRACTICE LEADER ICT INVESTMENT PRIORITIES: OVUM ICT ENTERPRISE INSIGHTS Managing enterprise, security, and compliance Exploiting information for business insight Building the customer-adaptive enterprise 1st 2nd 3rd 4th-7th Promoting ICT-enabled business innovation Transforming service delivery Modernizing ICT and operational platforms Succeeding in a mobile, social, and connected world 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Proportion of respondents OVUM. ALL RIGHTS RESERVED. OVUM.COM

19 KEY TOPICS FOR 2014: 1 Addressing new security risks 6 Managing enterprise risk, security, and compliance is the clear stand-out leader driving ICT strategy within the enterprise. Ovum s security research and analysis encompass not only the technology, but also the process and management aspects of the risks. 2 7 Reducing IT complexity with converged infrastructure The converged infrastructure segment includes everything from a reference architecture approach to a black-box engineered solution, and can be categorized into build, configure, or install. The overriding customer requirement is to enable speed and flexibility of IT delivery to match business demand at a lower cost than using traditional server and storage solutions. Improving data center agility through software-defined environments Software-defined environments are focused on making the data center more efficient, easier to manage, and cost-effective, and making the network more intelligent. This will deliver a more flexible and dynamic data center to support the enterprise. Opportunities provided by platform-asa-service (PaaS) The PaaS market is fluid and will continue to grow apace, but will remain subject to hype. The opportunities provided by PaaS not only as the platform of choice for fast development, but in other areas, will be reviewed in depth. Improving service delivery to the business Enterprises demand better performance from their IT organizations and the services they deliver. We will look at ways of strengthening service delivery using frameworks and best practices to bring value to the business Agile and DevOps adoption We look at how to infuse agility in IT operations with the adoption of DevOps thinking, and how to transform an organization into an agile enterprise using the values of lean and agile thinking. Approaches to mobile application development We assess the growth in HTML5 versus native application development, and consider the choices in mobile design, as well as the use of cloud-based application development and deployment platforms. Managing and controlling outsourced software development We look at addressing software supply chain issues and identifying IT service providers most relevant for your business, exploring engagement models to help an organization share risk with a vendor, and engaging with vendors offering productized solutions for specific industry verticals to accelerate delivery. A cohesive approach to hybrid integration Today s infrastructure requires an organization to meet on-premise, cloud, B2B, and mobile integration needs of varying complexity. We look at methods for developing and implementing a hybrid integration strategy encompassing integration PaaS and mobile middleware. API management for service governance and innovation Establishing a security, governance, and performance management framework for enterprise API initiatives means developing an API strategy to meet business objectives and IT spending paradigms. INFRASTRUCTURE SOLUTIONS OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 19

20 SOFTWARE AND IT SERVICES RESEARCH CHANNELS Infrastructure Solutions INTEGRATION MIDDLEWARE SPEND BY REGION: OVUM MARKET FORECAST Americas 52% Asia-Pacific 20% Europe, Middle-East and Africa 28% OVUM. ALL RIGHTS RESERVED. OVUM.COM

21 GLOBAL INTEGRATION MIDDLEWARE MARKET : OVUM MARKET FORECAST KEY DELIVERABLES: Ovum Decision Matrix Comparative research around key enterprise technology solution sets, accompanied by individual SWOT Assessments. Ovum Interactive Decision Matrix Interactive model based on the Ovum Decision Matrix, allowing subscribers to weight their own preferences within the evaluation, generating a recommendation specific to an individual enterprise. Case studies Recommendations, best practice, and advice from real-world solution deployments. Frameworks and templates Practical tools designed to help IT decision-makers and practitioners in their dayto-day work, to save time when working on a range of different projects. INFRASTRUCTURE SOLUTIONS 10 Software market forecast Ovum s interactive quantitative tool allows users to slice and dice software market data by vertical, region, and function. 8 EXAMPLES OF CUSTOM WORK FOR CLIENTS: Delivery of an independent webinar presentation on the value of IT service management. Support of the product selection of an identity and access management solution for an enterprise. Creation of an independent white paper for a provider of IT security solutions to help position a technology to the target market. Primary research for a cloud services provider to determine the readiness of the market for a particular service Cloud-based integration platforms ($BN) B2B integration middleware ($BN) Application integration middleware ($BN) OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 21

22 INDUSTRY TECHNOLOGY RESEARCH CHANNELS Retail Banking Technology Ovum s Retail Banking Technology research looks at how key industry trends drive the development and adoption of technology across the consumer banking and wealthmanagement sectors, with coverage across the Asia- Pacific, European, and North American regions. Our research helps financial institutions in these lines of business remain informed of new and emerging technologies and how ICT can be deployed to meet the challenges of competing in a rapidly changing global market. It also provides clear advice on key technology vendors that institutions should consider in their IT planning. KIERAN HINES PRACTICE LEADER Our research also helps technology companies to identify strategic opportunities, and helps to ensure that their product and service offerings are accurately aligned with the needs of the global banking industry. KEY IT PRIORITY INVESTMENT AREAS IN RETAIL BANKING: OVUM BUSINESS TRENDS SURVEY 50% 45% % increasing spend minus % decreasing spend 40% 35% 30% 25% 20% 15% 10% Payments Back office support functions IT infrastructure Compliance / risk management functions Product / account administration Online channels Product development Operations Call centers Marketing Mobile banking Bubble size = priority rating 5% Collections Branches 0% 0% 10% 20% 30% 40% 50% 60% Percentage top-three projects OVUM. ALL RIGHTS RESERVED. OVUM.COM

23 KEY DELIVERABLES: Ovum ICT Enterprise Insights: Retail Banking An interactive model showing the results of Ovum s annual in-depth survey of hundreds of insurance CIOs. Subscribers can examine IT spending plans, priorities, and objectives segmented by region, line of business, and organizational size. Ovum Decision Matrix Detailed and comprehensive reports that compare key product and service vendors competing in a particular area of the insurance market. Strategic Focus reports Comprehensive examination of a key topic impacting the financial markets industry, including topics such as cloud, Big Data, digital banking and mobile payments, CEM, and legacy modernization (core systems and payments). Retail Banking and Wealth Management Technology Spending Forecasts A five-year forecast of IT spend across lines of business segmented by geography, location, and business function. KEY TOPICS FOR 2014: 1 2 Customer experience management Banks have yet to move toward a true omnichannel approach where customers can interact across channels, and are still struggling to deal with the higher customer service expectations brought by digital revolution that has an impact on end-toend business processes across sales, origination, marketing/communications, and servicing. Legacy modernization Banks are struggling with a false dichotomy between simplification and innovation as drastic cost-reduction targets drive legacy modernization, while market demands create the need for innovation. Ovum will look at how banks can realistically manage costs, drive efficiency, and support innovation. RETAIL BANKING TECHNOLOGY EXAMPLES OF CUSTOM WORK FOR CLIENTS: Peer evaluation of the leading technology deployments and innovation projects across banking lines of business for a top-tier European bank. Analysis of potential of the European market for core systems transformation for a major banking platform provider. Assessment of the global market for retail payment platform transformation for a leading banking software provider. Analysis of the ability of UK banks to enhance customer experience for an analytics vendor. 3 4 Digital marketing The growth of digital channels in banking has been driven by its servicing capability, but banks are increasingly keen on the ability to market and acquire additional business through these channels. When combined with the potential of Big Data in particular, banks are looking to move marketing strategies from the traditional to the digital world. Incorporating loyalty into payments Loyalty is a well-established tool in payments, but new mobile platforms are providing significantly deeper ways of offering reward and loyalty features to consumers, and this is seen as perhaps the most critical feature in m-payment market development. How banks and issuers will integrate these complex data-heavy services into their core payment platforms remains a major challenge. OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 23

24 INDUSTRY TECHNOLOGY RESEARCH CHANNELS Insurance Technology Ovum s Insurance Technology research looks at how key industry trends drive the development and adoption of technology across the life, property & casualty/general, and commercial insurance sectors globally. Our research helps insurance carriers and intermediaries keep informed of new and emerging technologies and how they can be deployed to meet the challenges of competing in a rapidly changing global insurance market. It also provides clear advice on key technology vendors that insurers should consider in their IT planning. CHARLES JUNIPER SENIOR ANALYST Our research also helps technology companies to identify strategic opportunities, and helps to ensure that their products and service offerings are accurately aligned with the needs of the global insurance market. EUROPEAN P&C INSURANCE POLICY ADMINISTRATION PLATFORMS: OVUM DECISION MATRIX 9 8 Market leader Market challenger Market follower Overall European execution assessment score (1-10) GraphTalk AIA TCS BaNCS Xuber for Insurers Guidewire Policy Center ebaotech GeneralSystem Suite Sapiens IDIT Accenture Duck Creek Policy Administration 4 Innovation Group Insurer Policy Overall technology assessment score (1-10) OVUM. ALL RIGHTS RESERVED. OVUM.COM

25 KEY DELIVERABLES: Ovum ICT Insurance Enterprise Insights: Insurance An interactive model showing the results of Ovum s annual in-depth survey of hundreds of insurance CIOs. Subscribers can examine IT spending plans, priorities, and objectives segmented by region, line of business, and organizational size. Ovum Decision Matrix Detailed and comprehensive reports that compare key product and service vendors competing in a particular area of the insurance market. Strategic Focus reports Comprehensive examination of a key topic impacting the insurance industry, such as regulation, role of predictive analytics, emerging fraud technology, and core platform transformation strategies. Each Strategic Focus report contains detailed recommendations for both insurers and technology vendors. Insurance Technology Spending Forecast A five-year forecast of IT spend within the insurance sector segmented by geography, business function, and IT category. KEY TOPICS FOR 2014: 1 2 Insurance system modernization Ovum will examine different strategic approaches to system modernization and the ways in which insurers can implement it within their organizations. Ovum will also identify key software vendors and service providers, assessing their capabilities, experience, and strengths in the insurance sector. Distribution management Ovum will look into how insurers are changing the mix of the intermediaries (e.g. independent agents/brokers, tied agents, aggregators) they use to reach customers, and the information and telecommunications technologies insurers are using and should consider using to support the intermediaries. INSURANCE TECHNOLOGY EXAMPLES OF CUSTOM WORK FOR CLIENTS: Evaluation of CRM and compliance management platforms for a leading insurance network. Keynote presentations at industry forums. Thought-leadership white papers on the potential of collaboration technologies in insurance for a major communications and network vendor. Assessing the cross-over potential for customer management analytics in insurance for a large banking analytics vendor. 3 4 The emerging digital insurance company Ovum will investigate digital insurers business models, how the insurers will need to go to market, support their operations, create products, and as importantly, consistently deliver a quality customer experience. Ovum will analyze the challenges insurers face to become a digital insurer. The impact of insurance telematics Ovum will examine the main approaches being adopted within insurance telematics, compare key vendor offerings, and outline the impact this emerging technology will have on global insurance markets over the next three years. OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 25

26 INDUSTRY TECHNOLOGY RESEARCH CHANNELS Financial Markets Technology Ovum s Financial Markets Technology research looks at how key industry trends drive the development and adoption of technology across the institutional asset management, corporate banking, capital markets, investment banking, and hedge funds sectors, as well as in the market infrastructure space. DANIEL MAYO CHIEF ANALYST Ovum research helps financial institutions in these lines of business keep informed of new and emerging technologies and how ICT can be deployed to meet the challenges of competing in a rapidly changing global market. It also provides clear advice on key technology vendors that institutions should consider in their IT planning. Our research also helps technology companies to identify strategic opportunities and helps to ensure that their products and service offerings are accurately aligned with the needs of the global financial markets industry. TOP IT GROWTH AND PROJECT AREAS FOR SELL-SIDE INSTITUTIONS: OVUM BUSINESS TRENDS SURVEY 60% Growth score (% increasing minus % decreasing spend) 50% 40% 30% 20% 10% Settlement systems Back-office support systems IT Infrastructure Regulatory reporting systems Back-office operations systems Product accounting sytems Compliance systems Client servicing systems Front-office trading systems Risk management systems Bubble size = relative investment priority in the next 18 months Sales / distribution systems 0% 0% 10% 20% 30% 40% 50% 60% -10% Percentage top three projects (In terms of spend) OVUM. ALL RIGHTS RESERVED. OVUM.COM

27 KEY DELIVERABLES: Ovum ICT Enterprise Insights: Financial Markets An interactive model showing the results of Ovum s annual in-depth survey of hundreds of insurance CIOs. Subscribers can examine IT spending plans, priorities, and objectives segmented by region, line of business, and organizational size. Ovum Decision Matrix Detailed and comprehensive reports that compare key product and service vendors competing in a particular area of the insurance market. Strategic Focus reports Comprehensive examination of a key topic impacting the financial markets industry, including topics such as risk management, compliance legislation, cloud, and security, as well as industry-specific applications. Financial Markets Technology Spending Forecast A fiveyear forecast of IT spend across lines of business segmented by geography, location, and IT category. EXAMPLES OF CUSTOM WORK FOR CLIENTS: Presentation on post-trade processing and the need to drive greater efficiency in this hitherto highly manual area for a top-tier European bank. Presentation on the current state of mobile recording in the UK and EMEA for a large communications vendor. Bespoke research project on the IT requirements of Futures Commission Merchants for a banking software provider. Validation of a major carrier s strategy for capital markets connectivity, data center capacity, and trading turret infrastructure. KEY TOPICS FOR 2014: Banking won t survive without data management The requirement to comply with multiple different pieces of legislation across the globe, many of them with overlapping data needs and a number of them still in evolution, makes it essential to have an underlying philosophy guiding the implementation of a data management platform that can respond to evolving regulatory demands. Security in multichannel banking: new attack vectors and new responses New security threats of both of an economic and a political nature are emerging against financial services in general. Meanwhile, firms such as asset and investment managers, as well as corporate banks, are keen to extend their services to mobile devices, opening up new vectors for attack. Mobile call recording in the capital markets goes global What was a UK-specific regulatory requirement has now moved to the US thanks to DFA, and looks set to expand still further as regulators in other parts of the world look to follow suit. FINANCIAL MARKETS TECHNOLOGY OVUM.COM 2014 OVUM. ALL RIGHTS RESERVED. 27