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UG 2000 – Real Time Business
J. Patrick Kennedy, President
Trends That Are Changing Us
Business Moves to Real TimeRails to Sails
E-Business
Vendor/User Relationships are Changing
UCITA
Risk vs Success
Rails ..
. . To Sails
Speed, Direction, Skill but no PI
Has PI
Must Be this Web Thing
Web Publication
Web Application
E-Commerce
E-Business
Web Publishing
Simple to Use or Produce
Get a Request
Formulate and Send a Page
Stateless/Asynchronous Operation
Mostly HTML
Mostly Static Content
Web Application
MS Document = Strategy
Uses Web Protocol as Client/Server
Presentation Tier (IE)
Middle Tier (IIS/MTS)
Data Tier (SQL Server)
Backbone of DNA
Web e-Commerce
Replace Business Processes
Web Centric
Requires Domain Knowledge
New Issues e.g. Redundancy
E-Business
Change the Business
Decrease Time to Respond
Increase Use of Information
Opportunistic
Greater Issues of Redundancy, Reliability, Security, . . . .
No Web – No Business
What is the Effect?
Bob Herbold - COO Microsoft on SAP
Happy with the Result
R/3 4.0 Presents 170 BAPI’s
COM Component Connector (MTS)
MS Market (4p/6m) 44->22->7
85% Reduction in Staff but MS Currently over $500,000/Person
Web Exchanges
Price VolatilityPlot-0
Peak Entergy Common High Peak Entergy Most Low 1/1/97 00:00:00 AM 12/20/97 06:49:10 PM353.78 Day(s)
P_C_ENT_CH
$/MWh P_C_ENT_ML
$/MWh
50
100
150
200
0
250Shutdown
Shutdown
P_C_ENT_CH
$/MWh P_C_ENT_ML
$/MWh
Two day Peakat 220 $/MWh
Typical dailyaverage 23 $/MWh
Two Day Opportunity10 times the typical market
1000 MW x 24 hrs x 220 =
$5,280,000
Infinite Bandpass
228 Fibers
40 Wavelets/Fiber
1/40 GHz/Wavelet
OSI Products
Thin Clients
Multilevel Systems
Wrappers for Legacy Systems
What is the Effect?
Asymmetry
Aggression Replaces Private Knowledge
VC Backed Ventures 10 Try/9 Fail
Who cares?
Regulated Industries
Aggressive but NOT Stupid
Next Step
Problem at the Top
My age has control, cannot wait for retirement
U of Kansas – 1964Only IBM 1410
Learned Programming by Chance (Programmed Leaning Text on Fortran 2)
Proposal
Executive Conference
Need Your Help
Incline Village, NV ~ Sept
Invitation Only
[email protected] - Send me your thoughts
Vendor/User Relationships
No sharing of risk
UCITA – Enforceable Shrinkwrap
No one responsible for success
Technology Issue – HX Always Work
Net Effect – Tons of Dysfunctional Software
Short History of PI
Old Ideas Sometimes OK
Short History of PI
Advanced Controls – Tough Business
Had to Watch Transients
No Data
Operators -> DCS
Managers -> Mainframe
Staff -> Pencil and Paper
Building a Tool
Data Collection Systems Too Difficult to Configure and Install
Lots of Configuration Data Had to be Input
Built First System Intending to Offer as a Service
Application Hosting?
Application Hosting
Domain Knowledge with the Vendor
Software Sold as a Service
Fundamental Difference in the Interaction Between Users/Vendors
Addresses Support
Addresses Technology
What is the Downside?
Case Study – Small Refinery
Application Hosting Hardware
Proposal
AH Web Startup
www.industrialevolution.com
Roland Heersink/Simon Wright
See them on Tuesday
Software with NO Up Front Fees
Other Stuff
Retiring? Selling? IPO?
Growing to $100MM?
User Conferences?
Other Acquisitions?
Move to Linux?
House at Incline?
??
