Finacle IBU - Infosys

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August 12, 2005

© Infosys Technologies Limited 2005
-

06

© Infosys Technologies Limited 2005
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06

Enterprise Solutions

Chandra Shekar Kakal

Vice President


Enterprise Solutions

August 12, 2005

© Infosys Technologies Limited 2005
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06

Safe Harbor


Certain statements made in this Analyst Meet concerning our future growth prospects are forward
-
looking statements, which involve a number of risks and uncertainties that could cause actual results
to differ materially from those in such forward
-
looking statements. The risks and uncertainties relating
to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in
earnings, our ability to manage growth, intense competition in IT services including those factors
which may affect our cost advantage, wage increases in India, our ability to attract and retain highly
skilled professionals, time and cost overruns on fixed
-
price, fixed
-
time frame contracts, client
concentration, restrictions on immigration, industry segment concentration, our ability to manage our
international operations, reduced demand for technology in our key focus areas, disruptions in
telecommunication networks or system failures, our ability to successfully complete and integrate
potential acquisitions, liability for damages on our service contracts, the success of the companies in
which Infosys has made strategic investments, withdrawal of governmental fiscal incentives, political
instability and regional conflicts, legal restrictions on raising capital or acquiring companies outside
India, and unauthorized use of our intellectual property and general economic conditions affecting our
industry. Additional risks that could affect our future operating results are more fully described in our
United States Securities and Exchange Commission filings including our Annual Report on Form 20
-
F
for the fiscal year ended March 31, 2005 and quarterly report on Form 6
-
K for the quarter ended June
30, 2005. These filings are available at www.sec.gov. Infosys may, from time to time, make additional
written and oral forward
-
looking statements, including statements contained in the company's filings
with the Securities and Exchange Commission and our reports to shareholders. The company does
not undertake to update any forward
-
looking statements that may be made from time to time by or on
behalf of the company.

Slide 2

August 12, 2005

© Infosys Technologies Limited 2005
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06

Enterprise Solutions Group at Infosys

Focuses on ‘Packaged product related services’

Package evaluations

Package enabled business transformations

Package implementations

Upgrades

Global roll
-
outs

Customizations

Add
-
on module developments

Solutions involving packaged products

Production support and maintenance


Parameter

Achievement

LTM June 05 revenues

$ 265 m

Contribution to Infosys’ revenues

15.3%

Employees

3,600

Delivery Locations

8
-

Bangalore, Pune,
Hyderabad, Mangalore,
Chandigarh, Shanghai,
Toronto, Tokyo

Onsite
-
Offshore Mix

(%)

40% : 60%

3 year revenue CAGR

65.7%


Cuts across Industry verticals


Cuts across Geography

Revenues ($ m)
31
32
41
50
65
70
72
58
50
0
10
20
30
40
50
60
70
80
Q1 04
Q2 04
Q3 04
Q4 04
Q1 05
Q2 05
Q3 05
Q4 05
Q1 06
August 12, 2005

© Infosys Technologies Limited 2005
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06

…extending over the entire enterprise value chain
and covering major packages…

Enterprise Application Integration (EAI)

(TIBCO, Vitria, SAP XI, Oracle middleware, Biztalk, IBM WBI
,
SeeBeyond)

SUPPLIER

ENTERPRISE

CUSTOMER

ERP


Enterprise Resource Planning, SCM


Supply Chain Management, CRM


Customer Relationship Management, SRM


Supplier
Relationship Management

SRM/SCM

(SAP APO, Oracle APS,
Yantra, i2, Manugistics Ariba)

ERP

(SAP, Oracle, PeopleSoft, MBS,
Finacle)

CRM

(Siebel, SAP CRM, Oracle
CRM, Clarify)

Business Intelligence (BI)

SAP BW, Oracle Express / CPM, PSoft EPM, (Cognos, Informatica, BO)

Human Capital Management (HCM)

(PeopleSoft HR, Oracle HR, SAP HR)

August 12, 2005

© Infosys Technologies Limited 2005
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06

Product vendors


merger, acquisition, consolidation



Niche players under pressure





License revenue under pressure

Product Architecture


moving towards being platforms

Product Vendors offering more services


hosting, support, etc.

Focus on mid market

Focus on partnership with offshore System Integrators

State of the market
-

Product Vendor View

PeopleSoft acquires

JD Edwards

Oracle acquires Retek

Sterling acquires
Yantra

Sun acquires
SeeBeyond

August 12, 2005

© Infosys Technologies Limited 2005
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06

State of the market
-

Analysts View

Indian service providers : A credible alternative to the traditional Global SIs for ERP

engagements

Authors : Dana Stiffler and Lance Travis;

AMR Research report


Nov 2004


Infosys: Capable of competing with Global Players

“Infosys is a top choice for SAP
-
related work.”

“Infosys consulting’s SAP expertise is not only an important differentiator for Infosys ….but
it also gives it the credentials to compete on an even playing field with the Global SAP
consultants such as Accenture, Bearing Point, Deloitte, IBM”

Offshore SAP implementation, Upgrades and Support: What you need to know?;

Author : Stefanie Moore, Forrester, April 5, 2005


“Infosys leads in bringing business and industry savvy to ERP…”

“…customers that work with multiple offshore service providers claim that the business
value they achieve with Infosys is highest.”

Indian Service Providers: A Credible Alternative to Traditional Global SIs for ERP Engagements;

Authors : Dana Stiffler and Lance Travis, AMR Research, Nov 2004



August 12, 2005

© Infosys Technologies Limited 2005
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06

State of the market
-

Customer View

Customer spending on packages…

Globalization


Standardization of business processes, systems
-

Global roll
-
outs, consolidation

Upgrades

Incremental investments

Lower cost support options

CRM systems, Business Intelligence, etc.


Enterprise CRM, ERP and SCM IT Services Solutions, Worldwide,

Source : Forecast: Enterprise CRM, ERP and SCM IT Services Solutions, Worldwide, 2003
-
2008 Gartner

By Alex Soejarto, Lewis Clark, Matthew Goldman, Robert DeSouza, Michele Caminos, Nicole France, Rika Narisawa,

Rolf Jester and Pranav Kumar


$ billions

IT Services market for packages is still huge and leaves enough room for Infosys to grow…

Year

2003

2004

2005

2006

2007

2008

CRM

20.1

21.4

22.7

24.4

26.3

28.4

ERP

29.7

30.9

32.3

33.8

35.6

37.3

SCM

13.7

14.5

15.4

16.3

17.2

18.1

Total

63.5

66.8

70.4

74.5

79.1

83.9

August 12, 2005

© Infosys Technologies Limited 2005
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06

Offshore

ERP Users

Our opportunities stem from the fact that epicentre
of ERP eco
-
system is moving offshore…

ERP
Implementation /
Maintenance Team

Customer

ERP Product
Development

ERP Users

Business

Offshore

ERP Implementation /
Maintenance Team

ERP Product
Development

In ERP market, product development, implementation, support & user segment has increasingly started
moving offshore

BPO

August 12, 2005

© Infosys Technologies Limited 2005
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Our strengths

Predictability :

90%+ ERP engagements delivered within budget and
time

Scalability :

Hiring and training ERP consultants in large numbers
through ‘ES University’

Program / Project Management :

Ability to operate in ‘managed
solution’ mode rather than staff augmentation

Global Scale / Global reach :

Ability to walk with the customers in a
global roll
-
out

Committed consultants :

Top
-
notch product consultants with utmost
commitment to deliver

Capacity to train 1200+ ERP consultants through dedicated residential
training facility at Hyderabad

August 12, 2005

© Infosys Technologies Limited 2005
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ES delivered solutions have been rolled out across
the globe for multiple customers


Dealer Management solution with an auto major


SAP implementation with a leading Oil & Gas company


Sales Force automation with a logistics company


Benefits administration through HR outsourcing firm


HR roll
-
out for an automotive company

Some significant

on
-
going
engagements

August 12, 2005

© Infosys Technologies Limited 2005
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06

Key Challenges & Strategies

Challenges

Industry domain knowledge

Bundled offering by product vendors

Bundling of product license + hosting + AMC + application support

Aggressive pricing by competition to gain customer base

Experienced resources for niche skills

Past experiences and references in same industry


Strategies

Collaboration with Infosys Consulting

Independent Business Unit (IBU) collaboration for industry knowledge

Enterprise Solutions (ES) University (for entry level training, on
-
going training, certification, computer
-
based training
and academia connect)

Enhance alliance traction

Joint business plans with SAP, Oracle. Field level connects, collaboration with their Development Centers in
India.

Incubating new growth engines


Microsoft Business Solutions (MBS), China, Middle East

Investments into new technology/product release


NetWeaver, SAP APO, SAP SRM, Oracle CPM, Centers of
Excellence

Solutions around packages

Horizontal solutions: e.g., upgrade solution, package migrations,

Vertical solutions along with IBUs: e.g., Pharma analytics, Retail CP

© Infosys Technologies Limited 2005
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06

Thank You

www.infosys.com