Strategic Foresight - Insights in Business and Technology

Brand value and positioning changes in Australia.  Optus suffered from a data security incident in 2022, while Retailers dominate the top 10 and Auspost ranks surprisingly low.  The value of a brand can be calculated from a company's balance sheet and has a significant impact on its financial success. Here are the brand equities of the top telecom players worldwide.   My post on the future of global Telecom and IT players gives good insight. Source: Roy Morgan Comms Day

How Energy and Utilities Can Transform Response from GenAI tool ChatGPT: -- The transformation of the energy and utilities sector is a complex and ongoing process driven by technological advancements, environmental concerns, changing consumer expectations, and regulatory changes. This transformation is often referred to as the "energy transition" or "utility transformation." Here are some key ways in which the energy and utilities sector can transform: Transition to Renewable Energy : One of the most significant transformations in the energy sector is the shift from fossil fuels to renewable energy sources like solar, wind, and hydropower. This transition reduces greenhouse gas emissions and promotes sustainability. Decentralisation: Traditional energy systems were centralized, with power generated at large power plants and distributed through a grid. The future of energy includes more decentralized systems, where individual homes and businesses generate their ow

Mapping of Tech Spend and Technology gives a good view of IT spending in 2023 Mapping of Digittal Services across Consumers and Enterprises gives a good view of Telecom spending in 2023 My Other Post on  -"Telecom Industry Australia - Where the Money will be spent in the next two to three years", can be read here .

State of IT Services and Software Industry - 2023 

Key Message - IT Services and Product Players Market Market Size: $1.4 Tn  Growth: (6-8%)  Technology Change: High  Life Cycle: Matured  Regulation: Med-Low  Business Environment - High Risk hence all of them have a cash surplus on their books and give insight into their sales and organisation culture (loyalty based instead of talent-based like Apple)   Capgemini and Cognizant brand has no equity in them and both have strayed from their original positioning. Capgemini in particular has lost its mojo.  TCS is the shining light when it comes to brand equity, growth potential, and margin among all IT services players.  From India's IT services sector perspective, TCS and Infosys are premium players. HCL and Tech M are low-cost (price-taker) players.  Accenture is the flag bearer of a premium tier 1 IT consulting services organisation. IBM is trying to compete with Accenture and other IT players to get its premium position in the market. The balance sheet is leveraged and they are g

  IT Services Landscape for enabling Digital Transformation   Composability and Agility driven by API and Orchestration   Microservice Architecture enabled by containers for Portability)  Cloud Native Apps and Migration to Cloud (Agility and Savings)  ML, AI and Robotics enabled automation for S/W and H/W  Agile Delivery - Devops, CI/CD (Agility, MVP)  Ex - from Data, API and Development Management to Campaign, Distribution Management, from Hosting, Security to After Sales Support, Personalised Customer Advice, Ride Sharing, and Business Led Products

The Telecom sector across the globe has been struggling, with industry performance in the bottom quadrant.  In Australia, most of them are recovering or heading in the top quadrant driven by the change in demand profile since COVID.  Most telecom companies Beta < 1 (less volatility).   Telecom Opportunity Key Trends Telecom industry across the globe is recovering from being in decline or stagnant in the last 5-10 years. This recovery is driven by the change in demand profile because of COVID. Since early 2020 demand for digital enabled services like self serve, self care, mobile first, remote work and collaboration has grown by 3-5 times. This has resulted in a spurt in demand for data (x3), high speed internet and mobility.   Industry's focus has shifted from Revenue Generation to Revenue Protection and Generation. The Customer engagement has shifted to non negotiable CX (intuitive and simplicity), Resiliency and Stickiness. Fulfilment of this demand is enabled by

IT Sales Business Case Drivers - Single Page View -- The nature of the IT Industry has evolved in a post-digital era. Today, IT is primarily divided into 2 domains, that is Traditional (inc. legacy) and Digital.  Traditional technology and domain are about cost management, risk mitigation and functional fulfilment, whereas Digital is about revenue protection and generation (demand generation), taking risks and creating new seamless experiences.  With this segmentation of IT and its business function in play, the positioning of Sales Business Cases and Calibrating triggers has changed in the Digital Era.  Key factors to influence are highlighted below:  Growth Enabler  IT is Linear  Digital is Exponential  Complexity Resolution   IT is about Predictability   Digital is through Resilience, Adaptability, Scale  Competition  IT - against the Companies  Digital - against the Companies and their Ecosystem  Spending  IT - CIO driven   Digital - CXO, BU Head and CDO driven  Economics  IT - Inc

 Telecom Industry Australia - Where the Money will be Spent in the next two to three years. My other post on "IT Services Opportunity and Spend Profile in Telecom sector" can be read here Disclaimer: All discussed thoughts & opinions are my own & not those of my employer or other parties.

Telecom State of Play and Growth Areas - 2022  For background on Why Telcoms are struggling please read my POV in 2012 -  Why Telcos are Endangered Species

 Why Cloud is in Demand Cloud - Reality vs Perception Impact on IT

Telecom Cloud has evolved from an early infrastructure offering to a solution-centric and to being an aggregator.  Telecoms are struggling to get ROI in this domain while the sector is still growing by 30-35% YoY.  Players Like AWS, MSFT, Google, Dell (EMC/Vmware), IBM and others are not letting Telecoms to play in this space. Besides Telecoms with so many customer-centric assets are struggling to refine their operating model to take advantage of the cloud to diversify and increase revenue.   Telecom Cloud (Distributed) Use Cases  Cloud Infrastructure Services Market - 2022 Why Cloud Cloud Sales Roadblock

 Evolution of Cloud Migration Strategy for IT and Business Application   Source: Gartner, BCG, CCF, Forrester

In my previous posts on the Impact of 2 Speed IT on  Innovation  Culture and Sourcing IT Delivery I have discussed how each aspect requires a different approach to be managed for better success and outcome. In the continuing series, today I would like to reflect upon how the sales process has been disrupted. Technology has evolved over the years and with each evolution, it becomes a disruptive force in the marketplace. In the current environment, it is not just the technology that is rapidly disrupting the business model across the industries. What is intriguing is that it is the Customer who is disrupting the industry at a rapid pace. In my view, customers are far more disruptive today than technology-driven disruption, because they are far more sophisticated and demanding, and understand what is happening in the technology space. In the past, they used to rely on advisory firms, vendors, and salespeople to educate them and share necessary information to make a decision. Today