Partnering and Competing in the Portal Marketplace Gytis Barzdukas Group Product Manager SharePoint Portal Business Unit Microsoft Corporation

Partnering and Competing Partnering and Competing in the Portal Marketplacein the Portal Marketplace

Gytis BarzdukasGytis BarzdukasGroup Product ManagerGroup Product ManagerSharePoint Portal Business UnitSharePoint Portal Business UnitMicrosoft CorporationMicrosoft Corporation

AgendaAgenda Portal Market OverviewPortal Market Overview

Metrics and opportunityMetrics and opportunity Customer requirementsCustomer requirements FuturesFutures

Microsoft StrategyMicrosoft Strategy How we winHow we win SharePoint Portal ServerSharePoint Portal Server

CompetitionCompetition Competitive contextCompetitive context Competitor strategiesCompetitor strategies

The role of partnersThe role of partners What to look for at MGBWhat to look for at MGB

The Portal MarketThe Portal MarketKey metricsKey metrics

$ 2 billion WW market by 2004 $ 2 billion WW market by 2004 [Merrill Lynch][Merrill Lynch] 76% of F500 will implement portal within 2 76% of F500 will implement portal within 2

years years [Delphi, 2000][Delphi, 2000] 18% of companies have corporate portals, 18% of companies have corporate portals,

32% plan to build in the next 2 years 32% plan to build in the next 2 years [IDC, 2000][IDC, 2000]

Organizations are targeting B2E first Organizations are targeting B2E first [Meta Group, 8/00][Meta Group, 8/00] 78% employees78% employees 53% customers53% customers 32% suppliers32% suppliers

The Portal MarketThe Portal MarketMultiple portals within an enterpriseMultiple portals within an enterprise

Targeted at the business unitTargeted at the business unit At times coming from different vendorsAt times coming from different vendors Customers want to keep total at five or six Customers want to keep total at five or six

Strong role for business decision-makersStrong role for business decision-makers 63% of portal efforts are driven by IT 63% of portal efforts are driven by IT [Meta [Meta

Group, 8/00]Group, 8/00] 52% of portal efforts are driven by IT 52% of portal efforts are driven by IT

[Delphi, 9/00][Delphi, 9/00]

Customer Portal RequirementsCustomer Portal Requirements Application AggregationApplication Aggregation

Presentation integration via web parts, portlets, gadgets, etc.Presentation integration via web parts, portlets, gadgets, etc. Schema integrationSchema integration Cross-app workflowCross-app workflow

Content AggregationContent Aggregation Search, Topics, CatalogsSearch, Topics, Catalogs Publishing / Information SharingPublishing / Information Sharing

Personal ExperiencePersonal Experience User and Role-based personalizatonUser and Role-based personalizaton Role-based customizationRole-based customization

Integration with CollaborationIntegration with Collaboration CommunitiesCommunities

Management/deploymentManagement/deployment ScaleScale SecuritySecurity Extranet accessExtranet access

Portal Market FuturesPortal Market FuturesShake out

v1[Gartner Group,

9/00]

Consolidation [Meta Group, 12/00]

2001 2002 2003 2004 2005

Two or three viable players[Meta Group, 12/00]

•Opportunity for organic growth

–40% of portals are being driven by BDMs

–Most organizations have multiple portals

• IT has increasing control

–Smaller set of portal efforts will be driven by BDMs (20%?)

–There will be fewer portals within orgs

• LORG IT departments will be in control

–Maybe 5% of portals will be driven by BDMs

–Most orgs will have enterprise portal infrastructure

Shake out v2

[Gartner Group, 5/01]






Microsoft Portal StrategyMicrosoft Portal StrategyRich integrated servicesRich integrated servicesBest end-user experience through great Best end-user experience through great

MS desktop integration MS desktop integration Differentiation through MS Research Differentiation through MS Research

investmentsinvestmentsFlexible deployment for diverse Flexible deployment for diverse

adoption scenariosadoption scenariosBest server application for the .NET Best server application for the .NET

platformplatform

SharePoint Portal ServerSharePoint Portal ServerIntranet Portal SolutionIntranet Portal Solution

Flexible portal solution that Flexible portal solution that lets you find, share and lets you find, share and publish information easilypublish information easily

Easiest and most effective Easiest and most effective way to build and customize way to build and customize intranet portalsintranet portals

Simplest access to business Simplest access to business informationinformation

Integrated document Integrated document management unleashes management unleashes portal productivityportal productivity

Feature HighlightsFeature HighlightsEasily Build Easily Build

and and CustomizeCustomize

Rapidly deploy an out-of-the-box portalEasily customizable using Web Parts technologyIntegrate into enterprise systems Internet and industry standard interfacesLeverage ASP and ADO to add web collaboration

Feature HighlightsFeature Highlights

Simplest Simplest AccessAccess

Industry-leading scalable search technologyAccess most important enterprise contentStay current using scalable persistent query services Automatically group content with auto categorizationLow latency indexing

Easily Build Easily Build and and

CustomizeCustomize


Feature HighlightsFeature Highlights

Simplest Simplest AccessAccess

Industry-leading scalable search technologyAccess most important enterprise contentStay current using scalable persistent query services Automatically group content with auto categorizationLow latency indexing

Portal Portal ProductivityProductivity

Most intuitive solution for Office and Windows usersIncorporate business processes around documentsEasily manage security and access to documentsProfile documents for better discoveryWeb browser as an alternative user interface

Easily Build Easily Build and and

CustomizeCustomize


29 November, 200029 November, 2000

““Editors' rating: Editors' rating: llllmllllm …Harnessing the information …Harnessing the information important to your company and making it centrally important to your company and making it centrally

available is the idea behind Microsoft’s newest serveravailable is the idea behind Microsoft’s newest server

““I was impressed with its features and usability…I I was impressed with its features and usability…I easily added to the base portal …moved parts easily added to the base portal …moved parts

around on the screen, customizing the look and feel around on the screen, customizing the look and feel of the portal” of the portal” 8 January, 20018 January, 2001

4 April , 20014 April , 2001

"SharePoint's a Hit: Microsoft's "SharePoint's a Hit: Microsoft's knowledge manager adept at pulling knowledge manager adept at pulling

in data”in data”

““Microsoft SharePoint Portal is a whopper of a product” Microsoft SharePoint Portal is a whopper of a product”

4 April, 20014 April, 2001

““usability and integration with existing IT infrastructures usability and integration with existing IT infrastructures can result in higher productivity with minimal new can result in higher productivity with minimal new

investment...offers a fast ROI without additional investment...offers a fast ROI without additional infrastructure or resources” infrastructure or resources”

20 April, 200120 April, 2001

SharePoint Portal ServerSharePoint Portal Server StrengthsStrengths

Ease of deploymentEase of deployment Ease of useEase of use Value proposition for BDMsValue proposition for BDMs Flexible deploymentFlexible deployment Search technologySearch technology

WeaknessesWeaknesses Architecturally-motivated salesArchitecturally-motivated sales ScalabilityScalability Top-down enterprise salesTop-down enterprise sales Analyst community still not convincedAnalyst community still not convinced






Competitive ContextCompetitive Context Market is exceedingly fragmentedMarket is exceedingly fragmented

100s of vendors in this space100s of vendors in this space Revenue of largest vendors $35-50 millionRevenue of largest vendors $35-50 million Each approaches from their technology strengthEach approaches from their technology strength Few pure play portal offeringsFew pure play portal offerings

Vendor tiersVendor tiers Tier 1: platform playersTier 1: platform players Tier 2: diversified ISVsTier 2: diversified ISVs Tier 3: pure play ISVsTier 3: pure play ISVs

ThreatsThreats Undermine the Microsoft desktopUndermine the Microsoft desktop Undermine the .NET platformUndermine the .NET platform

Office

Competitive ContextCompetitive Context

TeamWebSites

FileServers

InternalApps

(RAID)

Exchange& Notes

3rd-PartyApps

(Siebel)

InternetServices(FedEx)

NewsFeeds

(Reuters)

BISystems

(MSSales)

BrowserWindows

Portal Server• Aggregation and Organization• Structured Publishing• Role and Preference Management• Personalized Page Delivery• Search, Browse, Subscribe• Provisioning and Management

Office


TeamWebSites

FileServers

InternalApps

(RAID)

Exchange& Notes

3rd-PartyApps

(Siebel)


NewsFeeds

(Reuters)

BISystems

(MSSales)

BrowserWindows


Office


TeamWebSites

FileServers

InternalApps

(RAID)

Exchange& Notes

3rd-PartyApps

(Siebel)


NewsFeeds

(Reuters)

BISystems

(MSSales)

BrowserWindows

KM\Collaboration Play(Lotus Discovery)

LOB Play(SAP Workplace)

Internet Play(Corporate.Yahoo)

Pure Play(Plumtree,

InfoImage, etc.)

Infrastructure Play(Oracle, IPlanet, IBM)


Office


TeamWebSites

FileServers

InternalApps

(RAID)

Exchange& Notes

3rd-PartyApps

(Siebel)


NewsFeeds

(Reuters)

BISystems

(MSSales)

BrowserWindows

KM\Collaboration Play(Lotus Discovery)

LOB Play(SAP Workplace)

Internet Play(Corporate.Yahoo)

Pure Play(Plumtree,

InfoImage, etc.)

Infrastructure Play(Oracle, IPlanet, IBM)

Goal – Be The New Desktop

Undermine thePlatform

Competitor: IBMCompetitor: IBM OfferingOffering

WebSphere Portal Server WebSphere Portal Server StrengthsStrengths

Breadth of functionality across the suiteBreadth of functionality across the suite Cross-platformCross-platform

WeaknessesWeaknesses Overlapping functionality/complexity amongst serversOverlapping functionality/complexity amongst servers No proof that it works in a COM+/Windows environmentNo proof that it works in a COM+/Windows environment Requires purchase of Application ServerRequires purchase of Application Server

How we winHow we win Ease of deploymentEase of deployment Ease of useEase of use Application valueApplication value Question IBM/Lotus strategyQuestion IBM/Lotus strategy Global Services lock-inGlobal Services lock-in

Competitor: LotusCompetitor: Lotus OfferingOffering

Knowledge Discovery SystemKnowledge Discovery System StrengthsStrengths

Broad knowledge management functionalityBroad knowledge management functionality WeaknessesWeaknesses

ComplexComplex Slow; requires both DB2 and Notes databasesSlow; requires both DB2 and Notes databases Requires Domino infrastructure for securityRequires Domino infrastructure for security Auto-categorization functionality appear weak Auto-categorization functionality appear weak

How we winHow we win Ease of deploymentEase of deployment Ease of useEase of use Address real customer painAddress real customer pain PricePrice Question IBM/Lotus portal strategyQuestion IBM/Lotus portal strategy

Competitor: OracleCompetitor: Oracle OfferingOffering

Oracle Portal ServerOracle Portal Server StrengthsStrengths

Single sign onSingle sign on Scalability, speed and reliabilityScalability, speed and reliability

WeaknessesWeaknesses Requires Oracle 9iAS and Oracle 8i or 9i databaseRequires Oracle 9iAS and Oracle 8i or 9i database Complex to set upComplex to set up Lacks indexing, document management or taxonomy servicesLacks indexing, document management or taxonomy services Limited set of portletsLimited set of portlets

How we winHow we win Ease of deploymentEase of deployment Ease of useEase of use Application functionalityApplication functionality PricePrice

Competitor: SUN iPlanetCompetitor: SUN iPlanet OfferingOffering

iPlanet Portal, iPlanet DirectoryiPlanet Portal, iPlanet Directory StrengthsStrengths

Directory services for personalizationDirectory services for personalization WeaknessesWeaknesses

Buying the stackBuying the stack Limited out-of-the-box functionalityLimited out-of-the-box functionality

How we winHow we win Ease of deploymentEase of deployment Ease of useEase of use Application functionalityApplication functionality Not designed from the ground upNot designed from the ground up

Competitive PricingCompetitive Pricing Typically includes a mix of software and Typically includes a mix of software and

servicesservices Pricing largely on a per seat basisPricing largely on a per seat basis

Merrill Lynch estimates pricing at $100/userMerrill Lynch estimates pricing at $100/user Gartner estimates pricing at $100-300/userGartner estimates pricing at $100-300/user Lotus KDS is $395/user or $100,000 per processorLotus KDS is $395/user or $100,000 per processor

Does not includes document management functionalityDoes not includes document management functionality Additional cost of $41/user and $11,000/serverAdditional cost of $41/user and $11,000/server

Per processor and per MHz (and other) Per processor and per MHz (and other) alternatives are emergingalternatives are emerging






Portal PartnersPortal Partners Variety of players who have built their Variety of players who have built their

offerings on Microsoft technologyofferings on Microsoft technology Have reinforced the MS platform in Have reinforced the MS platform in

competitive situationscompetitive situations Most have/are developing Unix and/or Most have/are developing Unix and/or

Java alternativesJava alternatives Offerings extend SharePoint Portal Server Offerings extend SharePoint Portal Server

functionalityfunctionality Long-term will provide value beyond the Long-term will provide value beyond the

platform and SharePoint Portal Serverplatform and SharePoint Portal Server

Select PartnersSelect Partners PlumtreePlumtree

Embedded SQL ServerEmbedded SQL Server Scalability on the Microsoft platformScalability on the Microsoft platform Communities and collaborationCommunities and collaboration

InfoImageInfoImage Microsoft-only technology betsMicrosoft-only technology bets Federated architectureFederated architecture Pivot PortalPivot Portal™™ Technology Technology Innovative pricingInnovative pricing

Select PartnersSelect Partners SAP/TopTierSAP/TopTier

Adoption of Web PartsAdoption of Web Parts iView Server for LOB integrationiView Server for LOB integration Unification Platform™ software Unification Platform™ software

CoreChangeCoreChange Personalization solutions based on Active Personalization solutions based on Active

Directory and SQL ServerDirectory and SQL Server Single framework for wired and wirelessSingle framework for wired and wireless Administration flexibilityAdministration flexibility

Partners and SharePoint PortalPartners and SharePoint PortalPropositionProposition

Work with partners to address customer Work with partners to address customer needsneeds

Embedded royalty programEmbedded royalty programProcessProcess

Evaluate customer requirementsEvaluate customer requirements Understand the SharePoint Portal value Understand the SharePoint Portal value

propositionproposition Work with partners to address gapsWork with partners to address gaps






What to Look for at MGBWhat to Look for at MGB Additional web castAdditional web cast

Deployment Lessons Learned in RDP/JDPDeployment Lessons Learned in RDP/JDP Marketing SessionMarketing Session

Marketing the Office Solutions SellMarketing the Office Solutions Sell Sable SessionsSable Sessions

Corporate intranet scenario and othersCorporate intranet scenario and others Hands on LabsHands on Labs

Deploying and Customizing SharePoint Portal Server Deploying and Customizing SharePoint Portal Server Chalk Talks Chalk Talks

Extending SharePoint Portal Server with Web Parts and Extending SharePoint Portal Server with Web Parts and WebDav WebDav

Managing Security and Roles in an Enterprise Environment Managing Security and Roles in an Enterprise Environment Post Training Post Training

Implementing SharePoint Portal ServerImplementing SharePoint Portal Server

What to Look for at MGBWhat to Look for at MGB Competitive handbookCompetitive handbook Technical sessionsTechnical sessions

Using SharePoint Portal Server as a Corporate Portal Solution Using SharePoint Portal Server as a Corporate Portal Solution (Repeat) (Repeat)

Using Office XP with SharePoint Portal Server (Repeat) Using Office XP with SharePoint Portal Server (Repeat) Publishing with SharePoint Portal Server (Repeat) Publishing with SharePoint Portal Server (Repeat) Programming SharePoint Portal Server's Search Engine Programming SharePoint Portal Server's Search Engine Organizing Content with SharePoint Portal Server Organizing Content with SharePoint Portal Server Deploying Large Scale Search Topologies (Repeat) Deploying Large Scale Search Topologies (Repeat) SharePoint Portal Server Development: The Top 10 SharePoint Portal Server Development: The Top 10

Programming Tasks Programming Tasks Kicking the Tires on the SharePoint Portal Server Resource Kit Kicking the Tires on the SharePoint Portal Server Resource Kit Building Third Generation Digital Dashboards (Repeat)Building Third Generation Digital Dashboards (Repeat) Building Advanced Digital Dashboard Web Parts Building Advanced Digital Dashboard Web Parts

Documents

Partnering and Competing in the Portal Marketplace Gytis Barzdukas Group Product Manager SharePoint Portal Business Unit Microsoft Corporation