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Lufthansa Magazine, Spiegel, Stern: the attention currently enjoyed by cloud compu-
ting in the media is comparable to that usually reserved for celebrities. Yet nothing is
more urgently needed than a demystification because the value of services presently
offered is just barely enough for a “one-hit wonder.” A divided market and debundled
business models beyond “fast and cheap” are in the offing so that cloud computing will
find broad acceptance in complex IT environments as well.
As if the splitting into two markets were not enough change, the
1 J. Henderson, N. Venkatraman: Strategic Alignment:
Leveraging Information Technology for Transforming Organizations,
cloud computing business models are evolving orthogonally. IT
IBM Systems Journal 32, 1993 manufacturers and service providers on the still young cloud
computing market have so far developed all of the links in the
2 P. Coleman, P., R. Papp: Strategic alignment: analysis of perspectives, value chain themselves, but technical abstraction and falling in-
Proceedings of the 2006 Southern Association for Information
Systems Conference, 2006
teraction costs are now fueling segmentation. As providers con-
centrate more and more on core competencies and processes, Sales companies represent the distribution channels for the ser-
they will compensate for the reduced performance depth by vices from the service companies. Account management and the
concluding partnerships and cooperation agreements. The re- industry or wide-area distribution of cloud computing services
sult will be that more and more market participants will work generate value. The strategic planning of the sales locations and
with debundled business models which can be classified in three the addressing of customers, the sustained care of customer
layers: assets, services, and sales. In accordance with this classi- relationships and loyalty, the increase in value of brands, and
fication, providers will be characterized in the following as asset low-cost procurement determines the earnings of the sales com-
companies, service companies, and sales companies. panies.
Asset companies are the production operations of IT. Their core Although the above categorization appears to draw distinct lines,
competence is found in the operation of their own IT infrastruc- providers will continue to cover several or even all of these layers
ture, optimized for costs, or in the production of high-quality in their business model. Especially large companies which are
software products. Scaling, cost controls, and complexity ma- already active on the market with cloud computing services will
nagement are the success factors for the asset companies. Since continue their vertically integrated value generation externally.
their fixed assets prohibit a radical change in business activities, Internally, however, a horizontalization will be observed during
their competitiveness is determined by the agility with which which product development, services, and sales will be located
they can integrate changed customer requirements into the in decoupled business units.
earnings model.
Differentiation will be the breakthrough
Service companies offer services related to the preproducts of
the asset companies. Operational and integration services, along The theses of separation and debundling of the cloud compu-
with the “finishing” of components, are at the core of the busi- ting market may appear logical. But can they satisfy the demand
ness model. The success of a service company is measured by its stated at the beginning that cloud computing services, if they
innovative strength, the ideal timing of its services, and flexible are to be successful on a broad scale, must offer additional value
reliance on the appropriate suppliers. Since service companies going beyond just “fast and cheap”?
operate without being restrained by long-term investments,
their competitive position is determined by short lead-in times Let us take a look at cloud computing at the end of the develop-
up to the launch of their services (“time to market”). ment described above. Two markets have appeared, and three
PaaS
SaaS
IaaS
Source: Detecon
debundled business models exist on each of them. Figure 2 gives It is obvious that these differentiation approaches do not fall in
these six segments a name defined by market dynamics and the the categories “fast” and “cheap”. On the contrary, they answer
performance depth of the business model. It is the concentra- exactly those questions which were identified at the beginning
tion on core competencies which forces providers to design their of the article as the shortcomings of current cloud computing
services and products to be competitive as appropriate for the services. Voilà, at the end of the day, the restructuring of market
degree of freedom in each of the segments. and business models generates the additional values necessary
for broad acceptance. So here are the prospects for the future
On the industrialized infrastructure utility market, an asset shape of cloud computing.
company attempts to differentiate itself on the basis of the pro-
vided service quality, while a service company is able to dissolve The new cloud computing – vision of the future or reality?
the dependency of its customers on an infrastructure provider.
A sales company focusing on distribution is concerned with its When cloud computing becomes usable as a component of com-
ability to cover its customers’ needs for equipment and capacity plex IT environments in companies, it will pose new questions
ideally. for the people in charge of IT. During what time frame will the
changes take place? How can the benefits of debundled services
On the differentiated software universe market, in contrast, an be realized?
asset company seeks to realize a high rate of innovations so that
it can acquire a large number of users for its products. A service Current developments give the answers to these questions and
company reduces the complexity of the many interfaces between an orientation aid about the time periods. The company Right-
cloud-based application modules as an approach to convince Scale3 can be taken as an example of the changes which are oc-
potential customers of its value. The distribution of cloud-based curring. The RightScale platform allows its users to initiate pro-
applications, whether horizontally as an “AppStore” or vertically ductive use and administration of applications across a number
as a customization for an industry, is more or less open to every of different clouds. By relying on various cloud providers,
company that wants to expand its core business by adding IT- RightScale supports the operation of IT systems on third-party
based services. infrastructures – corresponding to a service company on the in-
frastructure utility market.
Source: Detecon
3 http://www.rightscale.com
4 http://www.dp-dhl.com/de/presse/pressemitteilungen/2010/
microsoft_deutsche_post_crm_loesung.html
Thorsten.Claus@detecon.com
Martin.Jeske@detecon.com