McRock IIoT Forum · – IHS Markit on March 2018: 300 IoT platforms developed or in development Confusion and marketing hype – Analytics capabilities and IoT platforms intertwined

McRock IIoT SymposiumAntonio Pietri, President and CEO

June 20 2018

© 2018 Aspen Technology, Inc. All rights reserved. 2

By The Numbers

Blue-chip customers, over 2,100 globally

90% Revenue across Energy, Chemicals, Engineering & Construction

Global presence with over 60% ofbusiness outside North America

1,450 employees worldwide, 50% outside U.S.

37 years of technology leadership and innovation

World leader in asset optimization software for capital-intensive industries


AspenTech Strengths

Multi-Billion Dollar Opportunity

Market LeadershipPosition

World-ClassCustomer Base

Subscription Model with Long-Term Contracts

Best-in-ClassProfitability

Focus on Capital Deployment to Enhance

Shareholder Value

Value Creationfor Customers

Mission-Critical Products and Solutions


1970 1980 1990 2000 2010 2020 2030

Process Optimization

Process Modeling& Simulation

MITASPEN Project



MITASPEN Project

Achievements from Design and Operations Excellence

Source: “Harnessing automation for a future that works”, McKinsey Global Institute, January 2017


Historical aspenONE® Suites

Engineering Manufacturing& Supply Chain

R&D/Conceptual Engineering

Basic Engineering

Equipment Engineering

Debottlenecking & Upgrades Planning

Long-term Forecasting & Planning

Production Planning & Scheduling

Manufacturing Operations Management

Dynamic Optimization & Advanced Control

R&D/ Conceptual Engineering Basic Engineering Equipment Engineering Debottlenecking & Upgrades Planning

Long-term Forecasting & Planning Production Planning & Scheduling Manufacturing Operations Management Advanced Control & Optimization

OPTIMIZING ASSET DESIGN OPTIMIZING ASSET OPERATIONS


$50 BillionAspenTech, Internal Research, 2017


Extending Optimization’s Reach – 2015 Vision

1970 1980 1990 2000 2010 2020 2030



MITASPEN Project



MITASPEN Project

Asset Optimization


Asset Optimization

OPERATE

DESIGN

MAINTAINAsset

Lifecycle

Pushing the boundariesof what’s possible

Driving uptime with actionable insights

Running to the limits of performance

A comprehensive, holistic approach to achieve the highest possible financial return over the entire asset lifecycle.


Losses

From unplanned downtime

$1.4TNational Association of Manufacturers, 2015


Securing Our Technology Leadership Position – Recent Acquisitions

FEBRUARY 2018 Apex Optimisation and its Generic Dynamic Optimisation Technology (GDOT)

DECEMBER 2017 Cloud-based software and edge connectivity assets from RtTech Software Inc.

APRIL 2017 Operator Training Simulator (OTS) software from Inprocess

OCTOBER 2016 Mtell and its predictive and prescriptive maintenance technology

JUNE 2016 Fidelis Group and its asset reliability software

SEPTEMBER 2016 ProMV multivariate analytics technology from ProSensus


CybersecuritySearch and Pattern Recognition

Mobility

3D VisualizationAugmented Reality

Cloud IIoT Connectivityand the Edge

Machine-Learning Analytics

High-PerformanceComputing

Asset Optimization Harnesses Enabling Technologies


BUSINESS SOLUTIONSEDGE ASPEN CONNECT ENTERPRISE

Asset Optimization IIoT Strategy – From the Edge to the Enterprise

Aspen PortalRemote Assets

Plant Assets

Edge Connectivity & Cleansing

Aspen Edge Connect™

Aggregated asset data storefor advanced analyticsand asset optimization

Private/Public Cloud

or On-PremiseaspenONEMSC Solutions

Additional Business Solutions

aspenONE®

APM Solutions

PortalApplications

aspenONE Engineering Solutions

Edge Monitoring & Analytics

IMPLEMENTPREDICT & PRESCRIBEORGANIZELOCAL / EDGE ANALYTICSCAPTURE

Edge Monitoring & Analytics

Connectivity & Cleansing

Aspen Cloud Connect™


VIDEO


Asset Performance Management and IIoT Success Criteria

DATAAI-ML

MULTI-VARIATEANALYTICS

DEEP PROCESS EXPERTISE

DOMAIN KNOWLEDGE DATA MANAGEMENT ANALYTICS SOLUTION

PREDICTIVE AND PRESCRIPTIVEACTIONABLE INSIGHTS


Engineering

Asset Optimization in Action

Asset PerformanceManagement

Manufacturing& Supply Chain

R&D/Conceptual Engineering

Basic Engineering

Equipment Engineering

Debottlenecking & Upgrades Planning

Long-term Forecasting & Planning

Production Planning & Scheduling

Manufacturing Operations Management

Dynamic Optimization & Advanced Control

Predictive & Prescriptive Analytics

Reliability Management

Maintenance Strategy

PUSHING ASSET DESIGN DRIVING ASSET UPTIMEOPTIMIZING ASSET OPERATIONS

Performance Engineering

Pushing the Boundariesof What’s Possible

Optimum Operations

Running to the Limitsof Performance

Maximum Reliability

Driving Uptime Through Actionable Insights


Prescriptive Insight Through Low-Touch Machine Learning


Observations on the IIoT Space

Early days of a nascent market– ARC conference on February 2018: 854 AI/analytics companies– IHS Markit on March 2018: 300 IoT platforms developed or in development

Confusion and marketing hype– Analytics capabilities and IoT platforms intertwined

Stated IIoT success criteria will separate winners from losers

Speed-to-market and market penetration

Established successful players have an advantage if successfully execute on IIoT strategy


Software and insights that run assets faster, safer, longer and greener.

We believe that optimizing asset performance in complex, industrial environments makesthe best companies even better.

Documents

McRock IIoT Forum · – IHS Markit on March 2018: 300 IoT platforms developed or in development Confusion and marketing hype – Analytics capabilities and IoT platforms intertwined