[Productivity Apps] Product Performance Gap

Manage Disruption @ Strategic Inflection Point

Widen the Narrowing Gap

Competitive Landscape

MS O-365

O

G

A

Mar

ket D

omin

ance

Product Revenue

Gap Analysis

Cloud Web-app

Local Install

Rich Editing

Intelligent Services

MS Office 365 Google Suite x x

AppleSuite x xOpen Office x x xOthers * x x *

Prod

ucts

Features

Narrowing PP GapForces at the bottom

Move to the Cloud

Time0

5

10

15

Office365 has more than an 80% share of market in $10bn+ revenue

companies Vs. G suite is approaching 50% share of companies with rev-

enue less than $50mn.

Battle ground

Microsoft Office

Google SuitePerfo

rman

ce

Managing Disruption

Time02468

101214

Exert downward pressure on the competitor.

Perfo

rman

ce

? AI? ML? AR? VR? Data?

BOTS? NLP?...

Differentiator? AI and ML : Insufficient (Technology from big 4 will

remain competitive)Data within single ecosystem : Insufficient (not

enough)Data security and continuity : Big factorUnified data across ecosystems with BOTS and

NLP will be the differentiator when effectively used to super charge intelligent services.

Advantage Microsoft Only Microsoft can pull the data in first party

mode.Cost-effective data pull (Leverage OS platform)No change in user behavior Data continuity and security

No company on the planet is positioned to pull this off except Microsoft, owing to its strategic technology stack ownership, mindshare and market dominance.

Possibilities ...

A Unique Capabili

ty

A Unique Capabili

ty

Basic Search : Apps Integration

Basic Search : OS Integration

Supercharged Intelligent Services New possibilities, for new UX on new mediums

enabled by Data, BOTS and Natural Language experiences.

Smartphone, hololens, AI Services, AR Services ….Opens new possiblities for new business model.

Capture mindshare through completely new experiences!

Why Manage Disruption? …Strategic Inflection Point!

Thank you!

Stay tuned…

Case StudyCase 1 : Cutting across ¾th of Microsoft

revenue, “Productivity and Business Processes” and “More Personal Computing”

Case 2 : Small and Medium Business Use case, Scenario

Case 3 : Fortune 500 Use case, ScenarioCase 4 : Industry MindShare through personal

computingCase 5 : Competitive landscape of AI powered

Productivity apps and services.