Is Microsoft’s Surface Hub A New Device Category?

Philipp Karcher
with Frank Gillett
 
One of Microsoft’s announcements today is the overhaul of its digital whiteboard formerly called PPI — now rebranded as Surface Hub. Surface Hub is an 84" 4K resolution (or 55" without 4K) all-in-one touchscreen computer with collaboration features for conference rooms. The market for this device is primarily industries with requirements for large screen visualization, which there are many: Manufacturing, healthcare, higher education, publishing, architecture, engineering, and oil & gas being prime examples. 
 
However, digital whiteboards are increasingly attractive to all organizations. We see a bifurcation of conference room equipment for visual communications: On the low end more companies are putting just USB webcams in ad hoc collaboration spaces. On the high end we're getting inquiries from customers taking another look at specialized hardware, but uninterested in telepresence for cost or functionality reasons. For customers creating these specialized collaboration rooms, whiteboarding and application sharing are just as important as video.
 
Three initial impressions from Microsoft’s announcement:
Read more

Microsoft’s Windows 10 & HoloLens Will Return Microsoft To Innovation Leadership; Challenge Will Be Drawing New Mobile Customers

Frank Gillett

Microsoft’s event, Windows 10: The Next Chapter, showcased an impressive vision and plan for: 1) transforming Windows, including free upgrades; 2) gaining relevance in mobile; 3) launching a new computing experience with HoloLens; and 4) reinventing group collaboration with Surface Hub.

Based on what we saw today and on background conversations, Forrester believes that Microsoft’s Windows 10 will persuade enterprises and consumers to upgrade from Windows 7 (something Windows 8 didn’t do) and be an easy upgrade from Windows 8. Getting the world’s 1.5 billion Windows PCs on this new software platform will re-establish Microsoft’s dominance in personal computing with a mobile extension.

The technology advances in Windows 10 include a single and integrated experience across PCs and tablets with a single platform and app store; continuous software improvements, and big security improvements, and a new set of enterprise features. (Forrester clients can get our enterprise perspective in our new report, ‘Microsoft Gets Its Flagship OS Back On Track With Windows 10.) Windows 10 even brings together Windows and Xbox -- giving gamers and game developers access to Xbox experiences on the PC.

HoloLens Is A Powerful New Technology To Deliver Mixed Reality Experiences

Read more

The DATA Act Just Might Fulfill Jeffersonian Hopes For Transparency

Jennifer Belissent, Ph.D.

 “[W]e might hope to see the finances of the Union as clear and intelligible as a merchant’s books, so that every member of Congress, and every man of any mind in the Union, should be able to comprehend them, to investigate abuses, and consequently to control them.”

Thomas Jefferson to Treasury Secretary Albert Gallatin, 1 April 1802

Governments have made enormous progress in improving their transparency – thus increasing accountability. While the “union” is not quite there, implementation of the DATA Act with new standards for financial reporting and data publication will move the bar forward.  In the meantime, local governments demonstrate numerous best practices. Thomas Jefferson would likely give a nod to many of the cities and states that have published checkbook-level details of their budgets. 

Checkbook NYC Demonstrates Transparency

In July of 2010 the New York City Comptroller’s Office launched Checkbook NYC, an online transparency tool that for the first time placed the City’s day-to-day spending in the public domain.  Using an intuitive dashboard approach that combines a series of graphs and user-friendly tables, Checkbook NYC provides up-to-date information about the City's financial condition.

Read more

Four Lessons In Digital Business

Software Is At The Heart Of A New Healthcare Revolution

Skip Snow

Automation drove weavers from their looms in the industrial revolution. The Internet’s and tools facilitated the movement of manufacturing process for most software from the high priced markets in the US to India. So too the digitalization of health records combined with the insight that data yields and embed into work flow engines of care delivery will radically change the healthcare ecosystem.

Since I joined Forrester research, in the fall of 2013, my perceptions of what drives change has changed. I thought that the socio-political forces were driving software to change healthcare. Now I think software is driving changes to the socio-economic fabric. While we pundits are busy noticing:

  • EMRs being implemented.
  • Master patient indexes are rolling out.
  • Capabilities shifting to mobile.
  • Insurance companies rolling out tools to better track and communicating with consumers.
  • Startups forging new methods and business models to engage patients.
  • Large consumer companies making moves to gain access to our healthcare data by offering us free tracking tools.
  • Telehealth encounters becoming increasingly important to the administration of care.
  • Big data and cognitive computing changing our understanding of epidemiology and personalized care decisions.
Read more

Global Tech Market Looking Better For 2015, At Least In The US

Andrew Bartels

We have just published Forrester's semi-annual global tech market outlook report for 2015 and 2016 (see "The Global Tech Market Outlook For 2015 To 2016 -- Five Themes That Will Define The Tech Market").  In this report, we are projecting growth of 4.1% in 2015 and 6.3% in 2016 business and government purchases of computer and communications equipment, software, and tech consulting and outsourcing services measured in US dollars.  These growth rates are distinct improvements over the 2.3%  growth in 2014.  The strong dollar is a key negative factor in these forecasts; measured in local currency terms, the growth track for the global tech market is higher with a gentler upward slope, from 3.3% in 2014 to 5.3% in 2015 and 5.9% in 2016.

Our global tech market outlook can be defined with five main themes:

  1. Moderate 5% to 6% rates in 2015 and 2016 in local currency terms. While a stronger-than-expected US dollar has resulted in lower dollar-denominated growth rates for 2014 and 2015 than in our August 2014 projections, though a stronger-than-expected US dollar both years caused a downward revision in these growth rates.
     
  2. The US tech market will set the pace for the rest of the world in 2015 and 2016. Not only does the US have the largest country-level tech market by far, it will have one of the fastest growth rates at 6.3% in 2015 and 6.1% in 2016. US businesses and governments are also leaders in adopting new mobile, cloud, and analytics technologies. Among other large tech markets, China, India, Sweden, and Israel will also have strong tech market growth, while Brazil, Mexico, Japan, and especially Russia will lag.
     
Read more

Making Sense Of Digital Business: Four Can’t Miss Reports From 2014

Nigel Fenwick

In 2013 I wanted to help executives understand some of the fundamental changes that are happening in business because of the digital revolution. Big names capture the attention of the media – who in the USA could have failed to hear about the collapse of Blockbuster or Borders? Who in the UK could have failed to hear of the demise of HMV? When writing about these failures, most analysts highlight the disruptive companies that put them out of business; companies like Netflix, Amazon and Apple. But I wanted to know if there was something more fundamental going on that impacts the ability of an incumbent to defend against digital disruptors. So in 2013 I set out to research digital business successes and failures in an effort to uncover the secrets of digital mastery.

I captured insights from my research in reports published in 2014. Here’s my pick of the top four you should read to gain a deeper understanding of digital business (these reports are available to existing Forrester clients, non-clients can purchase them individually or download a summary from this page):

#1 The Future Of Business Is Digital  - The results of 18 months of research into what lies behind successful digital businesses were first published in March in this report. Originally published for CMOs and CEOs, the report was subsequently republished for CIOs as “Unleash your Digital Business”. This report highlights how digital business differs from traditional business; provides an overview of the customer’s dynamic ecosystems of value; and offers six strategies to help transform any business into a digital business.

Read more

Back To The Future As BT Investigates Potential EE Acquisition In The UK

Dan Bieler

In a move that would boost BT’s standing as the leading integrated telco and increase pressure for competitors, Orange and Deutsche Telekom have entered into exclusive negotiations with BT Group regarding a potential divestment of 100% of their shares in EE, their joint venture in the UK. The purchase price of £12.5 billion on a debt-/cash-free basis would be split equally between Orange and Deutsche Telekom. At a price of roughly 7.8 times EV/EBITDA the deal isn’t outrageously overpriced. So what could this mean for the various market participants? Should the deal go ahead, we believe that the implications for the UK telco market would be significant as:

  • BT becomes once again the leading integrated telco in the land. A deal would have a larger impact on BT’s consumer than its business activities given EE’s customer base of 24.5 million mostly consumer mobile customers. As the strongest 4G LTE provider in the UK, EE would give BT a platform to deliver interesting new bundles such as dedicated sport channels for smartphones and tablets. EE would be an important asset to enhance BT’s already successful retail arm, in particular its IPTV activities, where BT is one of the few telcos that manages to offset the decline in traditional telco services with a new offering. The deal would fail to bring any significant new customer relationships in the business arena. Going forward, however, this would finally provide BT with the opportunity to develop mobile moments for its business customers.
Read more

Smart City Expo 2014: Cities Take Over The Show

Jennifer Belissent, Ph.D.

Last week I participated in the 4th annual Smart City Expomy 4th Smart City Expo. I’ve always enjoyed the event as it is a well-balanced mix of technology vendors, academics across various disciplines, and government practitioners — a refreshing change from many tech industry trade shows. In the conference sessions, panels reflect that mix with academics sharing their research on urban studies, vendors promoting their wares, and government leaders discussing their pain points and efforts to address them — oh, and an occasional industry analyst sharing observations on best practices. This year, however, the exhibitors reflected a different mix.

In the first years of the Expo, the exhibition hall featured technology vendors preaching salvation through connected and intelligent city systems —classic “vendor push.” City leaders were eager to see the light, but their conversion was not so straightforward. Most city systems were not ready to be connected, and many were far from intelligent. This year, cities are ready — or significantly closer. As the CIO of Madrid acknowledged at an IBM-sponsored lunch, two years was the time needed just to transform the thinking of the city council. Now work on their technology platform, called Madrid iNTeligente (MiNT) — which addresses urban mobility, public facilities, road infrastructure, waste, and parks — is well under way. Evidence of that shift was plentiful on the exhibition floor as cities — often sponsored by economic development and investment boards or vendor partners — demonstrated their progress in:

Read more

Carefully Navigate Malaysia's Jungle Of Service Providers

Fred Giron

While Malaysia's tech services market is mature compared with other fast growing ASEAN markets like Indonesia, it remains very fragmented. Some vendors also tout capabilities in technology services that fall outside of their core competencies and for which they have not yet developed a strong track record. The fast-rising digital expectations of business stakeholders are making it increasingly difficult for client organizations to find the right partner for their requirements. In a new report, my colleague Zhi Ying Ng and I provide a detailed analysis of the leading consulting and technology service providers in Malaysia. Here are a few high-level recommendations when choosing a service provider in Malaysia:

  • Reset your expectations when engaging with local service providers. Organizations looking to expand in Malaysia will find it beneficial to tap into these providers' local knowledge and experience. However, companies looking for sophisticated skills — like those related to enterprise applications — should be aware that providers might lack experience even though they claim otherwise. As such, it is crucial that enterprises set a clear strategy based on the goals and objectives that they want to achieve, together with a road map that aligns services sourcing with internal capabilities before beginning such engagements.
Read more