The Watchers The Watched - Carroll University · 2019-08-26 · The Watchers & The Watched Chris Thomas - CEO The Stonington Group 8/16/2019 The Stonington Group © 2019 – All Rights

The Watchers &

The WatchedChris Thomas - CEO

The Stonington Group8/16/2019

The Stonington Group © 2019 – All Rights Reserved.

What are We?

2The Stonington Group © 2019 – All Rights Reserved.

Or

The Reality Is We Are Both


Making Our Futures Better And More Complex

My Observations of the Development of the Data-Driven Industry and Markets


•Data Oceans –Cloud Service Providers Privacy Challenged

•Enterprise Data Lakes–Receiving Mainstream Attention

•Data Scientists Are Able, But Ready?–Have The Skills, But Lack Business Focus

I Use Various Industry Development (ID) Tools For These Evaluations

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Agenda





“…market segment share in this industry is won at the time of technological transitions.” (Inflection Points)

Andy GroveFormer CEO, Intel® Corporation


Volume Server Market Example


Standardized/Web ServerInflection Point

So What About The Data-Driven Environment?


Potential Data-Driven Industry Outcomes

Watchers Advantaged Visibility to Pipe, Data, Apps, Behavior…

Watched Protected Privacy Standards drive new Opportunities


Potential Data-Driven Industry OutcomesFuture Scenario A

• Telcos lose out to Cloud Service Providers (CSPs)• Privacy reduced for convenience

– Undesired “Opt-In” for service drives data thru CSP Apps, Servers & Storage

• Unwanted Data Brokerage– Difficult to know “who knows what”

• Barriers to entry slow the Industry Development cycle


The ID Cycle Bridges Industries Cloud Service Providers Disrupting Telco Market

Source: Company data, Goldman Sachs Global Investment Research

Cloud Providers Rank Among theTop 25 Global Network Operators by Capex

Cloud Service ProviderTraditional Telco Service Provider

2015

Cap

ex ($

US b

n)


Potential Data Industry OutcomesFuture Scenario B

• New Standards/Regulations enable vibrant data privacy environment

• CSPs, Enterprises, Governments and others Champion Privacy

• Multiple Ecosystems innovating and competing on new ideas


14

Data Privacy Inflection Point?


The Stonington Group © 2017-2019

Mar

ket P

oten

tial

Reachable MarketInnovators Early Adopters

EarlyMajority

LateMajority

Adoption Curve & Market Entry Points Tools

15

Pioneer Volume SustainerLeader Value Maximizer


Industry Development PC Vendor Market Entry Point Example



Mar

ket P

oten

tial

Reachable Market

Pioneer

Create New Market

Segments

Volume Sustainer

Commoditize(Price & Availability)

Leader

Organize Development Ecosystems

Value Maximizer

Fast Follower(Better Features,Quality Service…)

PC PC Ecosystem Rapid PC AssemblyAnd Distribution

Affordable PC Manufacturingand Volume Sales Channels


Possible Privacy Inflection Point

17


Mar

ket P

oten

tial


EarlyMajority

LateMajority

PrivacyInflection

Point?


“…the star of previous era is often the last one to adapt to change, the last one to yield to

logic of a strategic inflection point and tends to fall harder than most.”

“The strategic inflection point is the time to wake up and listen.”

“Between technological transition it is very, very difficult, very expensive, very bloody to move market

segment share by even a point or two…”

Andy GroveFormer CEO, Intel® Corporation



Mar

ket P

oten

tial


EarlyMajority

LateMajority

Data Privacy Adoption Curve

19



Agenda





Data Lakes Mainstream

• Multiple Sources/Mediums• Business Data Bases• Mixed Media (Audio/Video)• Social Media• Usage Behavior• Surveys…

• Behavior Explained – Privacy-Policy


Back To Industry DevelopmentID Initiatives act to establish new markets, ecosystems, standards, solutions or customer value by:

– Defining Opportunities– Establishing Value Propositions– Focusing Investment– Aligning Resources– Engaging Media, Influencers, Pundits…– Creating or Participating in Organizations– Establishing Success Criteria– Setting End Customer Expectations– ...

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Types of Ecosystem Initiatives• Development

– Win the Developers– Create products,

libraries, APIs, SDKs…– Establish developer

communities

• Solutions– Standardize to create interoperable

products and services– Develop blueprints & case studies– Create sales alliances



Mar

ket P

oten

tial


EarlyMajority

LateMajority

Employment Sweet Spot

24


AI & BI Tool VendorsData-Driven Consulting

Enterprise Data Employees

Employment Sweet Spot


Agenda





End Customer Initiatives• Market Innovations and Modernization

– Educating Decision Makers on Business Benefits o Achieving maximum Return on Investment (ROI)

– Optimizing purchasing and supplier management

• New Customer Demand– Availability of new business and purchasing model

options

• Socio-Economic Benefit– Stimulating economic growth– Addressing barriers that inhibit participation or

benefit from a market opportunity


End Customer Initiatives• Market Innovations and Modernization

– Educating Decision Makers on Business Benefits o Achieving maximum Return on Investment (ROI)

– Optimizing purchasing and supplier management

• New Customer Demand– Availability of new business and purchasing model

options

• Socio-Economic Benefit– Stimulating economic growth– Addressing barriers that inhibit participation or

benefit from a market opportunity


Oops…

“Not My Job”I’m a “Scientist, Researcher, Engineer,

Coder...”

Industry and Customer Ecosystems Key


Examples of End Customer Impact Outcomes q Decision criteria defined by End Customers or

neutral 3rd partiesq RFP requirementsqDecision making checklistsqDeployment specifications

q Clear value propositionsq 3rd parties (analysts…) providing value metrics and

ROI calculators q End Customer testimonials including ROI

q End Customer industry associations are formingq CxO-targeted and other industry organizationsq End Customer-focused online communities

q Vendor alliances engaging End Customers qDeployment blueprintsq Case studiesq Joint programs and offerings

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29

Data-Driven Job/Careers


Every generation of developers is an opportunity to win or lose

• Business Modernization– Multi-Platform Data (API) Integration– ETL – Business Intelligence Tools– Augmented AI Service Solutions– HW/SW Platform Engineers– Solutions Architect– Technical Sales, Support and Marketing

• Data Management– Security– Privacy– Compliance– Retention– Data Policy– Advocacy– Much More Coming

• Science and Academics– Research and Development– Media Reporter/Analyst– Grant Writer– Data Scientist

Thank You For Watching

Chris Thomas - CEOThe Stonington Group

8/16/2019


Documents

The Watchers The Watched - Carroll University · 2019-08-26 · The Watchers & The Watched Chris Thomas - CEO The Stonington Group 8/16/2019 The Stonington Group © 2019 – All Rights