Knowledge16

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ServiceNow's annual Knowledge conference kicks off this week with @theCUBE finding the signal...
Top Votes
Dave Vellante
The other really interesting thing about $NOW is acquisitions. I remember asking Fred Luddy years ago...
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Dave Vellante
Fred-how will you acquire co's will you bolt them onto ur platform? and he said "no way...re-platform"
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Tim Crawford
Acquisitions are going to be key to any enterprise growth strategy. The challenge is whom, how and when.
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Dave Vellante
@tcrawford so there are 2 I've been tracking w/ Now - the Neebula (Service-Watch) & ITapp acquisitions
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Dave Vellante
Both of these were/are being re-platformed - seems to be going well but it's something to watch (think Oracle Fusion)
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Tim Crawford
W/ $NOW, their strength is in the extendability of their platform. Unfortunately, that is not well understood.
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Dave Vellante
This whole idea of "low code" or "no code" is relevant with $NOW - Fred Luddy's passion is simplicity
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Dave Vellante
@tcrawford Luddy tells great story of when he first started $NOW "what can you do with it?" -"Anything"
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Dave Vellante
and the VC's ran...
Dave Vellante
Accenture exec talked about how private cloud hasn't lived up to expectations. IMO lots of so-called private clouds are just virtualization "plus"
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Dave Vellante
Accenture guy nailed it - "it's all about the operating model"
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Dave Vellante
The #Wikibon team went deep into the private cloud issue last quarter http://siliconangle....
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Dave Vellante
Lots of "cloudwashing" going on out there but starting to see some progress made
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Tim Crawford
Private #Cloud failed due to a lack of viable solutions. Today, years later, that is changing...slowly.
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Dave Vellante
@tcrawford yes - I think too Tim there was a lack of process maturity
Dave Vellante
CFO Scarpelli talking about TAM - in 2014 I pegged $NOW TAM at $30B http://wikibon.org/w...

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Dave Vellante
Scarpelli showing with the intro of new products - it's up to $60B
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Dave Vellante
Slootman and Scarpelli have done a tremendous job of both educating the street on the TAM...and continuing to expand it through new products & strategic moves
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Dave Vellante
I love how $NOW is very happy to shift its PS business to partners - it's been very clear on that strategy which is critical to maintaining partner affinity
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Dave Vellante
ServiceNow is at the point where if its growth slows it can moderate investments and still do very well
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Tim Crawford
IMHO: I think $NOW is being conservative with this numbers due to short-sidedness of market. There is a larger opportunity in the platform/ process automation space for $NOW.
Dave Vellante
When @JeffFrick and I first did Knowlege 4 years ago we said - wow where are Accenture & CSC? Sure enough...both of those co's made acquisitions in the space (Cloud Sherpas & Fruition).
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Dave Vellante
We said one of the things to watch for growth/scale was the ecosystem - of course we're VMware brainwashed and understand partner leverage - $NOW is executing very well here
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Dave Vellante
$NOW has really gone after the Christian Chabot "Land & Expand" model with new products that embed like ticks into customer sites
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Dave Vellante
According to Scarpelli- $NOW has the best combo of growth + profitability of any SaaS company
Dave Vellante
One of the big themes you'll hear this week is new ways to work. IBM social teams have nailed this topic and $NOW is all over this theme. It's solution is a completely new way to deliver value
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Tim Crawford
That is true. However, there is a deeper discussion we need to engage with here. Lots of opportunity. Lots of misunderstandings too.
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Dave Vellante
@tcrawford can you elaborate and add some color to this
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Tim Crawford
Yep. #NewWayToWork is not just a change in tech. It is a change in how we *think* about focus, value and leverage.
Dave Vellante
Accenture addressing the financial analysts. In my experience, Accenture, Deloitte, IBM, E&Y, PwC are gold standard SW co partners to have in your ecosystem
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Dave Vellante
Of course IBM is a bird of a different color there
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Dave Vellante
I wouldn't expect IBM to be hopping on the ServiceNow bandwagon anytime soon
Dave Vellante
Here's a picture of $NOW ITOM Suite http://www.via-cc.at...

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Dave Vellante
Service mapping and event management came through ServiceWatch acquisition
Dave Vellante
Dave Schecklman - CIO of Oshkosh (not the clothes) - re: $NOW "you had me at simple..."
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Dave Vellante
Oshkosh makes vehicles and heavy equipment - they patented 4WD...New England thanks you!
Dave Vellante
The financial conversation w/ ServiceNow always moves to the served market (& the huge TAM) http://www.via-cc.at...

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Dave Vellante
This slide depicts the ServiceNow business opportunity - the TAM is much much larger
Dave Vellante
Slootman talking about how GE looks at #IoT - it looks at the "Industrial Internet" - something Wikibon defined in 2013 http://wikibon.com/d...
Defining and Sizing the Industrial Internet
Action Item: CXOs of industries that compete in the Industrial Internet space should create a strategic document outlining how the Industrial Internet will affect them, how to participate, and what the “wild-card” opportunities might be for them. Bud...
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Dave Vellante
Slootman's point is there's a workflow around #IoT or Industrial Internet that is a tailwind for $NOW