1. Five Years of SAS: The Good, The Bad, & The Ugly Ephraim Feig, Ph.D CTO & CMO, Kintera, Inc.

2. The technology is good The technology will get better Marketing and Biz-Dev will determine the winners

3. SAS: Shift the Risk Shift the Risk-Time Distribution SAS XAS 

4. XAS Examples Rolls-Royce airplane engines Car leases

5. SAS is a natural evolution of consolidation

6. SAS is accelerating the adoption of SOA and Web Services

8. ASP Industry Directory Companies (1711)Products (172) http://linksmanager.com/aspnews/ 2003

9. ASP Industry Directory Companies (1745)Products (210) http://linksmanager.com/aspnews/ Up 33 Up 38 2004

10. ASP Industry Directory Companies (1814)Products (233) http://linksmanager.com/aspnews/ Up 69 Up 23 2005

11. 2004

13. Trends 1: CRM 1999: Siebel deployment was typically a $1M ordeal 2001: Salesforce.com hosted CRM applications –Standard edition for $65 per user per month $7,800 a year for 10 users –Enterprise edition for $125 per user per year $30,000 a year for 20 users 2003

14. CRM (Cont.) 2002: Salesforce.com Team Edition –Slightly less functional –Only up to 5 users –$995 a year, fully hosted 2003

15. Salesforce.com IPO, June 23, 2004 Pricing unchanged 2/10/2004: “1,000 developers are using sforce with about 10 percent of all traffic to Salesforce.com coming from API calls.” –http://www.eweek.com/print_article/0,1761,a=118827,00.asp 2004

19. CRM as a Service Core is becoming a commodity Configuration management is limited –Adds complexity to everyone CustomForce ROI for very large solutions may not be competitive –Shift complexity to technical experts SForce

20. Some Perspective

21. Disruptive Technologies Demand Supply / Competition Cost / Price Clayton Christensen The Innovator’s Dilemma ?

22. Disruptive Technologies

24. Not all disruptions come from the bottom

25. Disruptive Technologies Christensen talks about tsunamis –Revolutionary Disruptions can also be ripples and waves –Evolutionary

26. Disruptive Technologies Tsunamis –Optimizing Compiler –PC –Internet Ripples and Waves –OOP –IDEs –SOA & Web Services Work Flow Engines Biz Talk Active Movie (Microsoft, 1996)

27. Disruptive Stimuli External Intervention –Standards –Government regulations –Supply Chain requirements

28. Technology Adoption Curve

29. Disruptive Technologies

30. Demand Supply / Competition Cost / Price

31. Salesforce.com Pressured to move beyond salesforce automation –Contact Center –Marketing Automation –Analytics –Sforce –Customization via configuration 2005

41. IBM's Growth Engine Sputters Customers abandoning or changing deals –JP Morgan Chase –Cable & Wireless –U. Penn –Invensys –Equifax renegotiated Customers switching service providers –Piper Jaffray  Unisys –Daimler Chrysler  EDS –TUIUK  Wipro –Starwood Hotels & Resorts Worldwide  HP –Deutsche Bank adds Accenture

42. Not all is bleak for SAS Aggressive growth in SMB And ….

43. SOX is the new Y2K

44. “X is the new Y” is part of the modern lexicon Let’s measure this audience’s HCI (Hip Culture Index)

45. SOX is the new Y2K “Pink is the new … … Red,” –Jossie and the Pussycats, 2001 “Twelve is the new … … Eleven,” –Ocean’s Twelve, 2004 “Random is the new … … Order,” –iPod Shuffle

46. Sarbanes-Oxley “Compliance costs average large company $7.8 million, 70,000 man hours, and countless headaches.” It will only grow before relaxing to a healthy level.

47. Sarbanes-Oxley The new Y2K –$6.1 Billion (AMR Research) Bitpipe lists 58 SOX compliance companies –HP: OpenView Compliance & SOA Managers –Computer Associates: Unicenter ServicePlus –EMC: Documentum Compliance Manager –IBM: Risk and Compliance Framework –Oracle: Compliance Architecture

51. SOX requires identity and access infrastructure that can both control and validate user-machine interactions as well as SOA-based machine- machine interactions.

52. SOA as COA Compliance Oriented Architectures RedMonk

53. Access control, analytics, archive/backup, auditing, collaboration, conflict resolution, destruction, disposition management, indexing, information integration, monitoring, notarization, policy engine, process registry, retention, retrieval, tagging, version control and workflow. SERVICES COMMON TO COMPLIANCE www.searchwebservices.com

55. Conclusion Enormous challenges –Complexity vs. Commoditization –On demand requirements –Competition Enormous opportunities –SOA and Web Services –Evolving regulations –Growing pool of talent