Productivity Apps, Product Performance Gap

1. [Productivity Apps]
Product Performance Gap
Manage Disruption @ Strategic Inflection Point

2. Widen the Narrowing Gap

3. Competitive Landscape
MS
O-365
O
G
A
MarketDominance
Product Revenue

4. Gap Analysis
Cloud
Web-app
Local
Install
Rich
Editing
Intelligent
Services
MS Office
365    
Google
Suite  x x

Apple
Suite
x   x
Open
Office
x  x x
Others
* x x *
Products
Features

5. Narrowing PP Gap
Forces at the bottom

6. Move to the Cloud
0
2
4
6
8
10
12
14
Time
Office365 has more than an 80% share of
market in $10bn+ revenue companies Vs. G
suite is approaching 50% share of companies
with revenue less than $50mn.
Battle ground
Microsoft Office
Google Suite
Performance

7. Managing Disruption
0
2
4
6
8
10
12
14
Time
Exert downward pressure on the competitor.
Performance

8. ? AI? ML? AR? VR? Data?
BOTS? NLP?...

9. Differentiator?
 AI and ML : Insufficient (Technology from big 4 will
remain competitive)
 Data within single ecosystem : Insufficient (not enough)
 Data security and continuity : Big factor
 Unified data across ecosystems with BOTS and NLP will
be the differentiator when effectively used to super
charge intelligent services.

10. Advantage Microsoft
 Only Microsoft can pull the data in first party mode.
 Cost-effective data pull (Leverage OS platform)
 No change in user behavior
 Data continuity and security
 No company on the planet is positioned to pull this
off except Microsoft, owing to its strategic technology
stack ownership, mindshare and market dominance.
 Possibilities ...

11. A Unique
Capability
A Unique
Capability
Basic Search : Apps Integration

12. Basic Search : OS Integration

13. Supercharged Intelligent Services
 New possibilities, for new UX on new mediums enabled
by Data, BOTS and Natural Language experiences.
 Smartphone, hololens, AI Services, AR Services ….
 Opens new possiblities for new business model.

14. Capture mindshare through
completely new experiences!

15. Why Manage Disruption?
…Strategic Inflection Point!

16. Thank you!
Stay tuned…

17. Case Study
 Case 1 : Cutting across ¾th of Microsoft revenue,
“Productivity and Business Processes” and “More
Personal Computing”
 Case 2 : Small and Medium Business Use case,
Scenario
 Case 3 : Fortune 500 Use case, Scenario
 Case 4 : Industry MindShare through personal
computing
 Case 5 : Competitive landscape of AI powered
Productivity apps and services.