Monday, February 15, 2010

If you believe ---

So, here's the skeleton of my thesis on why the IT Services market has entered a phase of truly different growth/innovation characteristics.

If you believe ...

  • Virtualization of computing/storage/communications resources is real. Enabling ...
    • capital expense avoidance
    • higher levels of operational efficiency
    • greater resilience of infrastructure services
    • material improvements in enterprise flexibility
  • Business functionality is increasingly able to be fulfilled via off-premise, built-for-purpose platform offerings.  Such as ...
    • Software-as-a-Service delivered via public cloud architectures (e.g.,
    • Ecosystems of specialized managed services providers (e.g., ADP for payroll)
    • Modular extensions to ERP foundations (e.g., SAP and Oracle)
    • Interfaced with proprietary business process applications
  • The requirements for confidence & integrity in business operations are dominant. To encompass ...
    • Resilience of services in response to threats to availability and continuity
    • Confidentiality of information
    • Assurance of correctness in business transactions
  • And, that successful enterprises will achieve optimal leverage in its allocation of investments. To wit ...
    • Make-vs-Buy tradeoffs for non-core aspects of the business
    • Industry partnerships/ventures

Then, you require ...
  • Vertical Integration among infrastructure, applications and operations.  Ensuring ...
    • Efficiency and accountability for distinct business services
    • Alignment between business strategies and enabling services
  • Service Integration among the ecosystem of internal and external service participants.  To include ...
    • Operational linkages among and between service elements
    • Congruency for Enterprise Data used by all parties
    • Trust-enablement of business services

Sunday, February 14, 2010

Deliberations ...

Many have asked:  "What's up with the lack of content, Peter?"

So, the long gap in postings has not been for lack of thoughts, opinions, perspectives, or ideas.  Rather, I am debating the merits of continuing to host this personal blog.

Friends such as Phil Fersht have shown that one can represent a company and still maintain a personal line-of-banter with industry colleagues.  I admire him for that.  As for me ... I'm not yet sure.

In the interim, while I wrestle with this question, please know that I am more engrossed in the machinations of the IT Services industry than ever before.  I spent this past week in India - Delhi and Mumbai - with colleagues and industry acquaintances. The annual NASSCOM conference in Mumbai was bigger than ever, and full of the customary bravado about growth of outsourcing and offshoring. 

I gave a speech as part of a panel on "non-linear business models."  The essence of my opinion/perspective was that we're entering a period that has the potential to equal that of the dot-com era in terms of innovation and value-creating business models.  And, I think there are better chances for sustainability of growth today than we saw in the 2000-era.

Why am I so optimistic? I see a confluence of events/trends that seem to be coming together at just the right time - if the recession is truly over.  

I guess I ought to explain, huh?  OK ... I'll post that logic thesis tomorrow.  

Tally ho.