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Fueling Innovation and
 Growth in the Cloud

      Ginny Lee
       SVP/CIO




                         @IntuitInc
Mission: Why we exist as a company…

        To be a premier innovative growth company
that improves our customers’ financial lives so profoundly…
       they can’t imagine going back to the old way



  We serve these end customers           “Better Money Outcomes”
                                         Financial… making & saving
                                         money, grow & profit
   Consumers          Small Businesses
                                         Productivity… turning drudgery
                                         into time for what matters most
   …and those who serve them
                                         Compliance… without even
                                         having to think about it
                             Health
               Financial
Accountants                   Care
              Institutions               Confidence… from the wisdom &
                             Players
                                         experience of others




                                                                @IntuitInc
@IntuitInc
Woven into the Fabric of the Economy



                                 Improving

Help families put up to $1,000
                                 ~
                                     50M
                                      Lives              Help small businesses be 20%
   back in their pockets…                                 more profitable… Customers
 $550M in consumer savings                                revenues ~20% of U.S. GDP,
       identified to date                                pay 1 in 12 American workers




 Help people get the
maximum tax refund…            Improve FI profit per       Help accountants be 20%
 $33B in tax refunds,           customer by 20%…           more productive today…
   1 out of every 3          1B customers equal to the          Serve half of all
  tax returns e-filed           5th largest U.S. bank          accounting firms

                                                                       @IntuitInc
Connected Services By the Numbers


30+ apps          In the cloud




                15+ in mobile –
              one in every business




 $2B           Connected Services
               Revenue for FY ’10

                                 @IntuitInc
Fueling Innovation
     and Growth in the Cloud


Mindset    Innovation          Data




                                 @IntuitInc
Mindset




          @IntuitInc
Transforming the CIO Role
    From:                  To:

 Service Provider      Change Agent



                      Enabling growth
Driven by cost and
                     and great customer
    efficiency
                         experience


                        E2E systemic
  IT “plumbing”
                          thinking

                                  @IntuitInc
Transforming IT at Intuit

                                       2008     Today

          Transform
       Creating new business           1%       15%
   strategies and new innovative
    connected services to drive
     additional revenue growth


           Succeed
   Deploying robust business and
 technology solutions that delivers
                                       4%       40%
  great customer experience and
        business scalability



       Fundamentals
• Improving Employee Productivity
• Ensuring Regulatory Compliance       95%      45%
• Keeping the Servers Up and Running




                                              @IntuitInc
Customers   Strategy   Rev Growth   Technology




Think business first, tech second
                                                 @IntuitInc
Our Customers




  Intuit            Business Units &        Product              External
Employees          Functional Groups       Developers           Customers
“My workplace        “Our processes and   “I have the right    “My personal
technology makes     technology help my   environments to      relationship with
me more              business grow.”      support innovation   Intuit and ‘always-on’
productive.”                              and scale with       access to its products
                                          security,            and services helps
                                          redundancy and       me accomplish my
                                          reliability.”        important tasks.”




                   Customers define value
                                                                       @IntuitInc
Scalability   Reliability   Security




     Inside-Out:
      Systems




                                       @IntuitInc
Scalability   Reliability   Security




     Inside-Out:                             Outside-In:
      Systems                                Customers
                                        Confident &      User       Tools
                                       On-Going Use   Experience



                Put customers at the
              heart of everything you do
                                                                   @IntuitInc
Business Units                                               Product
                                                           Development
                 Solve                      Develop and
                 important                   create new
                 customer                    products &
                 problems                       services




                                 Operational
                                excellence in
                 IT          service delivery &
                               infrastructure




           Be explicit about roles…
                                                              @IntuitInc
Layer                     Tech Stack Examples                             Roles
                                                                          BUs: Ultimate
                     Offering            Offering              Offering   Ownership of
   Offerings                                                              Customer
                                                                          Experience


                                   Web
    Product       Shared Prdt                    Emerging                 Accountable: CTO
                                 Hosting                           ...
 Infrastructure   Components
                                 Platform
                                                Technology




    Business      Integrated                      Core IT                 Accountable: CIO
                                Core Biz Svc                       ...
 Infrastructure     Layer                          Svcs




  Data Center           Computing      Networking        Storage          Accountable: CIO
 Infrastructure
                                    Tools & Automation




                  … and make everyone
                      accountable
                                                                          @IntuitInc
Innovation




             @IntuitInc
Intuit Hosting Platform
                                PD
              FY11                               FY12      Pharos            External
Full                                                      Internal            Cloud
Automation
/Self-Serve
              2-3 Hours
              • Self-service internal cloud      • Full scale internal and external
                hosting                            cloud computing with elastic
                                                   metering

                                  PD        IT
              FY09                               FY10
              2-3 Months
Manual /                                         • Creation of hosting standards
              • Dedicated IT engineering team
Build to                                           … production scalable
                in partnership with PD to
Order           create standards and enable      • Deploying environment and
                rapid prototyping                  data center automation

                Dev                    QA        Performance          Production



           Break down barriers to innovation
                                                                       @IntuitInc
Rapid time
Cloud     Managed
                    to market
Hosting   Hosting
                    and
                    productivity



                         @IntuitInc
@IntuitInc
End Users                Intuit                Developers
  “I have real            Partner               “I have a great
business needs”           Platform              business idea”




                   “I want to serve & benefit
                  from the whole ecosystem”


 Build successful businesses together
                                                           @IntuitInc
Data




       @IntuitInc
Data-as-an-Asset

For Intuit/Our Employees:   For Our Customers:




                                           @IntuitInc
Competitive
                                        Advantage




                             Insight to Action


                   Personalization


       Never Enter Data/
       Just Do It For Me

 Reporting



Shift from basic reporting to data
   driven actions and insights
                                                 @IntuitInc
Use data to create customer
          delight
                              @IntuitInc
Unlock the value of data
                           @IntuitInc
Fueling Innovation
     and Growth in the Cloud


Mindset    Innovation          Data




                                 @IntuitInc

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Fueling Innovation and Growth in the Cloud

  • 1. Fueling Innovation and Growth in the Cloud Ginny Lee SVP/CIO @IntuitInc
  • 2. Mission: Why we exist as a company… To be a premier innovative growth company that improves our customers’ financial lives so profoundly… they can’t imagine going back to the old way We serve these end customers “Better Money Outcomes” Financial… making & saving money, grow & profit Consumers Small Businesses Productivity… turning drudgery into time for what matters most …and those who serve them Compliance… without even having to think about it Health Financial Accountants Care Institutions Confidence… from the wisdom & Players experience of others @IntuitInc
  • 4. Woven into the Fabric of the Economy Improving Help families put up to $1,000 ~ 50M Lives Help small businesses be 20% back in their pockets… more profitable… Customers $550M in consumer savings revenues ~20% of U.S. GDP, identified to date pay 1 in 12 American workers Help people get the maximum tax refund… Improve FI profit per Help accountants be 20% $33B in tax refunds, customer by 20%… more productive today… 1 out of every 3 1B customers equal to the Serve half of all tax returns e-filed 5th largest U.S. bank accounting firms @IntuitInc
  • 5. Connected Services By the Numbers 30+ apps In the cloud 15+ in mobile – one in every business $2B Connected Services Revenue for FY ’10 @IntuitInc
  • 6. Fueling Innovation and Growth in the Cloud Mindset Innovation Data @IntuitInc
  • 7. Mindset @IntuitInc
  • 8. Transforming the CIO Role From: To: Service Provider Change Agent Enabling growth Driven by cost and and great customer efficiency experience E2E systemic IT “plumbing” thinking @IntuitInc
  • 9. Transforming IT at Intuit 2008 Today Transform Creating new business 1% 15% strategies and new innovative connected services to drive additional revenue growth Succeed Deploying robust business and technology solutions that delivers 4% 40% great customer experience and business scalability Fundamentals • Improving Employee Productivity • Ensuring Regulatory Compliance 95% 45% • Keeping the Servers Up and Running @IntuitInc
  • 10. Customers Strategy Rev Growth Technology Think business first, tech second @IntuitInc
  • 11. Our Customers Intuit Business Units & Product External Employees Functional Groups Developers Customers “My workplace “Our processes and “I have the right “My personal technology makes technology help my environments to relationship with me more business grow.” support innovation Intuit and ‘always-on’ productive.” and scale with access to its products security, and services helps redundancy and me accomplish my reliability.” important tasks.” Customers define value @IntuitInc
  • 12. Scalability Reliability Security Inside-Out: Systems @IntuitInc
  • 13. Scalability Reliability Security Inside-Out: Outside-In: Systems Customers Confident & User Tools On-Going Use Experience Put customers at the heart of everything you do @IntuitInc
  • 14. Business Units Product Development Solve Develop and important create new customer products & problems services Operational excellence in IT service delivery & infrastructure Be explicit about roles… @IntuitInc
  • 15. Layer Tech Stack Examples Roles BUs: Ultimate Offering Offering Offering Ownership of Offerings Customer Experience Web Product Shared Prdt Emerging Accountable: CTO Hosting ... Infrastructure Components Platform Technology Business Integrated Core IT Accountable: CIO Core Biz Svc ... Infrastructure Layer Svcs Data Center Computing Networking Storage Accountable: CIO Infrastructure Tools & Automation … and make everyone accountable @IntuitInc
  • 16. Innovation @IntuitInc
  • 17. Intuit Hosting Platform PD FY11 FY12 Pharos External Full Internal Cloud Automation /Self-Serve 2-3 Hours • Self-service internal cloud • Full scale internal and external hosting cloud computing with elastic metering PD IT FY09 FY10 2-3 Months Manual / • Creation of hosting standards • Dedicated IT engineering team Build to … production scalable in partnership with PD to Order create standards and enable • Deploying environment and rapid prototyping data center automation Dev QA Performance Production Break down barriers to innovation @IntuitInc
  • 18. Rapid time Cloud Managed to market Hosting Hosting and productivity @IntuitInc
  • 20. End Users Intuit Developers “I have real Partner “I have a great business needs” Platform business idea” “I want to serve & benefit from the whole ecosystem” Build successful businesses together @IntuitInc
  • 21. Data @IntuitInc
  • 22. Data-as-an-Asset For Intuit/Our Employees: For Our Customers: @IntuitInc
  • 23. Competitive Advantage Insight to Action Personalization Never Enter Data/ Just Do It For Me Reporting Shift from basic reporting to data driven actions and insights @IntuitInc
  • 24. Use data to create customer delight @IntuitInc
  • 25. Unlock the value of data @IntuitInc
  • 26. Fueling Innovation and Growth in the Cloud Mindset Innovation Data @IntuitInc