2. Enterprise Solutions - Change agents for Business Transformation B. G. Srinivas

3. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 1 ** Based on estimates by industry analysts and investment professionals Market Trends »Consolidation in market place »Renewed focus on Small and Medium Businesses (SMB) by Tier 1 Packaged Software Vendors » SAP and Amex tie up for Business One » Oracle’s launch of E-Business Suite (EBS) Special Edition for SMBs »Microsoft as serious contender in Tier 2 ERP and CRM Solutions »Packaged Software Vendors embracing Web Services »As per market estimates**, license revenue for ERP by the year 2005 will be in the region of US$ 7.5bn; SCM – US$ 5bn; and CRM – US$ 14bn »We estimate the downstream services to be in 1:1.5 to license revenue. Services around these packages will amount to approx US$ 40bn by year 2005

4. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 2 Enterprise Solution Services Market Outlook »Clients focusing on Upgrades and Global Rollouts »Acceptance of Offshoring for Support and Enhancements has increased »Larger global players trying to emulate Global Delivery Model »Key Global Vendor selection criterion: » Width and Depth of services » Ability to prime a contract » Skill set and Domain Expertise » Industry / Solution focus

5. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 3 Infosys Enterprise Solutions – Practice Snapshot »CAGR of 56%+ in revenue during the last 3 fiscal years »Offshore of 48.5% in FY 2003 CAGR : 81%+

6. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 4 World Class Depth, Width and Quality Of Services Business Consulting Services Domain Competency Global Delivery Capabilities Enterprise Solutions: Multiple Packages and Industries »Started in 1998 with about 88 people »Earliest quarter revenue of US$ 1.7m »Started with a portfolio of 3 packaged software products »Over 1900 people in the practice »Latest quarter revenue of over US$ 30mn »Expertise in more than a dozen packaged software products »Delivered more than 140 projects across the globe »Engaged with more than 83 clients »One of the fastest growing practices in Infosys Infosys Enterprise Solutions

7. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 5 Package Implementation Business Understanding Software Skills Manufacturing Apparel Logistics Retail Utilities Finance Business Transformation »Business Consulting »IT Strategy Formulation »Process Benchmarking »Process Optimization Technology Solutions »Package Evaluation »Package Implementation »Custom Software Development »Deployment & Rollout »System Integration »Sustenance »Organizational Change »Transition Strategy & Planning »Training & Workshops WMS HK systems, Yantra WMS Package Enabled Reengineering SCM i2, Manugistics CRM Siebel, Clarify, Vantive, Oracle EAI TIBCO, Vitria, MQSeries ERP SAP, PeopleSoft, Oracle E-procurement Ariba B2B solutions Infosys Enterprise Solutions – Breadth of Package Solutions

8. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 6 Europe:Stockholm Brussels Amsterdam London Frankfurt Paris USA:Atlanta, Boston, Chicago, Dallas, Los Angeles, New York, Fremont, Seattle Japan:Tokyo Australia:Melbourne Sydney Hong Kong Singapore India:Bangalore, Chennai, Pune Bhubaneswar, Hyderabad, Mangalore, Mohali, Mysore Delhi, Mumbai Canada:Toronto World Class Infrastructure Infosys Enterprise Solutions – Global Delivery Capabilities

9. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 7 The partnership covers Avaya's portfolio of CRM solutions (Avaya Interaction Center, Avaya Commitment Manager & Avaya Business Intelligence). Customers of PeopleSoft Oracle worldwide Certified Network partners– (ebusiness suite track) Yantra development partners (incubated by Infosys) Customers of SAP. Siebel Partners The strategic global relationship focuses on developing, promoting & delivering a comprehensive portfolio of Infosys business solution offerings and enterprise services built using TIBCO products. Infy builds/ develops generally available adapters for Tibco and also supports the same Some of our Alliances and Relationships

10. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 8 90%+ of all projects delivered on time, within budget Bottom line responsibility through prime contracting Ability to commit fixed price and fixed time schedules Leveraging knowledge assets Robust methodologies for predictability Reduced time-to-market, reduced TCO using GDM Infosys Enterprise Solutions : Execution Excellence

11. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 9 Infosys was chosen over a global consulting firm by one of the largest herbal healthcare and well-being company. The pilot involves Order Fulfillment and Multi-layered marketing solution for the client A global diversified manufacturing group chose Infosys for implementation and roll out of a package solution. The final contenders included Infosys and a Global Software Vendor’s Consulting arm Engaged by a Clinical Research company to map business processes and develop a custom application based on.NET platform. The application will enable Lab Management for the client’s Drug Development group. Apart from Infosys, the vendors considered included a global IT behemoth Infosys partnered with a semiconductor company, subsidiary of a global electronics giant. The engagement involved integration of clients application and provisioning global support. A well known Packaged Solution Consulting firm was the incumbent vendor, replaced by Infosys Infosys Enterprise Solutions : Some Key Wins

12. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 10 India as a credible destination for offshoring Depth of experience across packages Focus on Industry Solutions Leveraging Global Alliances Integration opportunities between JDE and PeopleSoft Self service capabilities in newer versions of products Infosys Enterprise Solutions : Growth Drivers for the future….

13. Analyst Meet 2003© Infosys Technologies Limited 2003-2004Slide 11 Infosys Enterprise Solutions : The future growth engine… Infosys Enterprise Solutions is our growth engine because we: »Are able to create Win-Win Solutions: Deliver on-time, within-budget, lower TCO solutions while engaging in high growth, high margin segment »Have a mobile global workforce to deliver high value complex solutions like Global Rollouts »Engage clients in upstream business and paving way for client engagements downstream »Have referral base of over 140 projects, while global giants are still setting up India operations »Have a client base of over 80, with whom we have done prime contracts on strategic initiatives »Are well poised for consolidation in the market place »Have proven our engagement model: Substantial repeat business

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