BlueXP is now NetApp Console
Monitor and run hybrid cloud data services
Thanks everybody for joining us. I um I've been listening intently and I'm learning things today as well. I think our portfolio expands so quickly. Um it is very hard to keep up and you're uh you're probably drinking from the fire hose. So I'm going to kind of bring this up a level and not get into the detail, but maybe give you some insights into the conversations I'm having, what I'm seeing in the industry. And while the things you've heard about today from NetApp, I think do make a lot of sense for both Fujitsu and NetApp to go and make our customers happier. And that is theendgame in all of this. Just get this slide to work. Okay. So, you've seen many slides like this, right? This is just showing the fact and the reality we're all living in. Um where you know the adoption of public cloud isbecoming so prevalent. WhatI'm proud of with NetApp is we took the jump into working with all of the hyperscalers um eight years ago now. So it was eight years ago that we put our first version of ONAP running inside one of the public clouds. So we are seven or eight years ahead of anybody else in the industry. This is not easy. This is joint engineering teams working very hard. We had to re-engineer a whole bunch of the network architecture in some of the hyperscalers to make um what we do work in terms of how we manage storage and the performance that we can provide. This is not easy to do. What is compelling for me here isthat for both of us if we are not embracing the move to public cloud if we are not helping customers in the services wrapped around this then we are largely going to be irrelevant because this is the world that we are living in. Um and this is why NetApp as a data management company is uniquely placed to help organizations in this world. Now where we need our help from Fujitsu is to perhaps you know reinforce this message and go and find these largest customers together and explain to them how with Fujitsu's expertise and with NetApp solutions we've got a probably the most compelling um solution in the marketplace.This is another graph really showing the move. There's not much difference in here. The only thing I'd probably point out is that and I'm finding this a lot is customers a little bit like VMware 20 years ago, right? You know what am I going to move to VMware first or my dev test systems and then maybe some email and then before you know it everything was running inside VMware. It's the same with public cloud. It was I might use you know not the crown jewels. Now customers are moving the crown jewels. You know we're working to move SAP environments into the public cloud. You know large Oracle databases into the public cloud and that's the opportunity. This is where customers are no longer going, hm, do I have the skills to do this myself? No, I probably need somebody like Fujitsu to come and help me understand how that's going to work. What you need to know is all the blueprints for how we do that from a data level, from a database level are all built regardless of the which hyperscaler that customer is choosing to go to. And that's an important thing to point out, right? We don't influence that. We don't tell a customer, hey, you should go to Amazon, you should go to Google. the customer has already built those relationships and already made those decisions. And that's what's really cool is no matter which cloud they've chosen, we can go, yes, we can help you. We can make that move to cloud a better experience with working with NetApp.I'm going to flick through these quite quickly, but this is when we look at the verticals. What are the major inhibitors? Um, and by the way, this data is taken from ADAPT. This is Australianbased data. It is new data. This is um decision makers and executives in the Australian marketplace talking to adapt about why they can't move to cloud. And you will see that this is very much about skills. It is very much about legacy environments. It is very much about technical debt. It's about not having the expertise or being able to find the expertise. In fact, I was talking to Amazon last week at their public sector summit and they were saying, "Do you know anybody? When Amazon can't hire, we've got a problem. when Google can't hire, we've got a problem. So, that's where we need to step in and really show our expertise together. Um, and help organizations on that journey. If they want to push to cloud faster, but can't find the people, can't find, don't understand how to get off of a legacy three tier architecture into a cloud native architecture, that is enormous service opportunity for us. That is enormous capability for us to go or opportunity for us to go in there andunderstand. And importantly, customers aren't looking, let me flick to the next slide. Customers aren't looking for um us to help them with a solution. They're not even looking for us to say, and I think we made this or this is what we're doing a couple of years ago, which is, hey, let's find the one workload and use that as a pilot. What customers are saying to me is, no, we actually want a long-term relationship. We actually want to know that you've got the expertise. is we want to build trust and then we want to build a plan for how we're going to do this holistically and we know that's going to take us three to five years. Theyare no longer looking for thosepoint solutions and looking for a longer term relationship with both their partners and their vendors which is interesting and also perhaps a shift in how we need to operate. So if we take that data point let me tell you what I'm talking about at both levels. I tend to have two conversations. I tend to talk to senior executives and they may not be in IT. They may be COO, CEOs and then I also go and talk to you know head of operations or head of cloud and they're two very different com conversations and there is a chasm between the two and let me explain why when I talk to executives I build this out these are the three things that we often land on. They talk about security and they talk about cost. They're kind of given but these are the three things they're driving to. When I read a quarterly report from a bank or from a you know a large enterprise based customer, time to market is now key. You used to have to be big. Now you have to be fast. You know, we've democratized it. Cloud has driven all of that. They're looking to understand how that NetApp and Fujitsu can help them get things done quicker and get a competitive advantage in the marketplace by doing so. The digital business models ismore of an internally focused thing. This is more talking about how they can reinvent the processes inside their business and for whether this is a public sector organization, enterprise organization, there's a lot of work to be done to stop the business analyst waiting for that weekly mainframe report to go and do a piece of work. Well, now we've got a data lake and they got to access that with visualization tools and that. So,the problems that they have inside the business consuming digital is often overlooked and there's a huge amount of work that needs to get done in helping organizations consume and get value from the benefits of the projects that we're running. And the last one is very much about that customer experience. And when I think of this, I think about banking. And my dad, I remember my dad used to have the bank manager over for dinner. That was his relationship with the bank. I think that's how we kind of beg for a new loan. I used to choose my bank or I choose my banks very much on, you know, what their web interfaces were like and how their digital services were evolving. I got a 20-year-old son sitting over there and he said to me, "Dad, I don't want to talk to the bank. I just want it to be an app. I want to have a little as little contact as possible." It's a good example of how that customer engagement is changing and how organizations regardless of where they operate in which vertical are looking to understand how they use all this technology to grow their business andreach these touch points in a digital world. And where this comes a little unstuck is not many organizations I work with have a data strategy. They have DR strategies. They have app strategies. They have DevOps strategies. They have all these things but they don't talk about the fundamental thing that is going to drive all of these objectives and that's data. In a digital world that is fundamentally important. So a lot of the conversations I havehere and where this chasm arises is that when I start talking about some of the technologies and things that are going to underpin these top objectives being successful things like cloud and kubernetes the eyes roll back in the head. So we need to be very careful about what we talk about here. But the key opportunity in this space is to talk to senior executives about data strategies and do they have one and how can we help you build one back to that building that three to five year runway of migration to cloud and that trust element. This is a really good place to start. Do you know which data sources your applications leverage today? Do you have apicture of the landscape of your environment that's going to underpin how you actually achieve these objectives?Because when we flick to the second view,this is the view from the operations side, a very simplified view. Um, but each of these colored circles are areas that you'll be looking to operate in. And where Fujitsu are really going to power and benefit the customer is in the arrows, not the circles. NetApp has a whole range of SAS offerings that you've been talking about today that fit underneath these circles, but it's gluing them together. It's building this modern cloud ops architecture that's super important. And if we take that analyze and we take that example of how do we actually figure out what applications are accessing which data, we've got a range of tools that can help you do that. You can go into an organization with NetApp software services and say right let's get a picture of what type of performance do your applications really demand which applications are right to be moved to cloud immediately which applications are probably going to have some replatforming or refactoring to get that done we have a whole range of migration capabilitiesso we've got you know um our services team have XCP we've got native migration services we can leverage VMware migration services. There's a whole range of capability inside there depending on the application, depending on the cloud the application's going to land on. Automation orchestration. This is this has been a big part of my life. I um I actually was part of the team that lights out Quantis' operations mainframe environment manyyears ago now. Um you know my IT resume you know I was always making my last role redundant. I spent 15 16 years in operations. Your customer's maturity can be measured by how automated and orchestrated their environment is. This is how we drive out cost savings. I was talking to a customer last week and they were saying, "Look, I'm trying to hire 90 people. I can't find them." And I said, "Well, one of the key things we can do then is figure out what your people are doing." And if we look at it today, theyhad people managing cing devices. I said, "Well, we don't need to do that. Wegot a cloud-born cing service that's automated. theyhad peoplelooking after hotspotting of discs and files and said well we don't need to do that anymore wewe've got fabric pool and a whole bunch of technologies that will automate that for us in the operating system. So right from you know our core capabilities and what we do automating and eliminating these roles they can't hire for anyway all the way through to terraform and anible to drive out the cost and drive in speed back to that first you know top CEO level objective a huge capability in that automate orchestrate space and that is a key part I think of where we can work together to mature organizations from what they think is private cloud today to a true serviceoriented architecture in the future. Um the protect space this is this has moved beyond backup. This is now moved into cyber and ransomware. We've built them into the operating system. Um you know making sure that as people start to move applications into Kubernetes and containers and across multiple clouds that the infrastructure as a service architectures thisyou know automated code deployment process is always aligned to how they want to protect their data. Huge capability and a whole range of services that sit under there. You just heard about cloud checker and spot. You know, optimizing everything has always been part of what NetApp does. You know, 2009 we introduced dduplication, if I can say it, into our storage system. Now we have AIdriven engines like Cloud Checker and Spot that are always making sure that as we move these applications to cloud that they're always in the right place at the right time with the right security levels. And you heard that um previously. And obser observability.This is all about making sure that as we build out this multi cloud environment, we have an umbrella that is looking across this entire world and making sure that everything is running optimally and we've got that uh with our cloud insight solution set and then providing that feedback into all steps across the way and of course the replatforming you know some applications do not move intocloud well they need to be refactored into containers or one of the conversations I'm having at the moment a lot is with our Instacluster acquisition which is our startup we acquired down in Melbourne, 140 odd people in Australia. They do open source as a platform. So organizations that want to use Cassandra or CFKA for AI workflows but don't want to run open source because it's difficult and you can't fund the people. Well, we can wrap SLAs's around that and run that as a service. And one of the conversations I'm having a lot is moving from Oracle to Postgress. A lot of the Oracle customers are saying, you know what, it gets expensive. Perhaps it's not as flexible. I can't find Oracle programmers. I need to move to something that's more agile to drive that speed in my business. Perhaps I need to move from Oracle to Postgress. They have a full service to deliver Oracle to Postgress migrations that we can start to think about, you know, how we replatform some of these customers. And of course, this is all built on a modern data platform. And it simplest view this is what we've built. And you would have heard a lot about data fabrics today and a lot of the solutions we've been talking about is this full extensibility. It's my software on your hardware running in your data center. It's my software running on cloud hardware or running as a cloudnative service. Full flexibility in how you consume NetApp. Same APIs, same security policies, enormous power and flexibility. And then inside that circle is all the bits where we need to work together. These are all the services. These are the workflows. All these arrows that connect together. How we build out cloud ops. How we give the customers real agility between on-prem and cloud. We spoke about the consumption models with Keystone today. Sure, that's the financial element, but all of these services are there waiting to be consumed by Fujitsu to incorporate into some of your workflows to bring maturity into how you actually help customers create these modern data platforms across multiple clouds. And I think we're at time so I'm going to shush. I'm happy to answer any questions either now or offline. I'm also available right I'm based in Sydney. I'm over here in Dar country. Um, and if you need me to get involved with your customers, um, then just reach out. Nothing I like better than is going with our key partners and talking to our customers about how we can make their lives better.
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