From Early Stage To The Next Stage: Accelerating Growth Through Innovation and Partnerships

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From Early Stage To The Next Stage
Accelerating Growth Through Innovation and
Partnerships

• Danl Lewin (dlewin_at_microsoft.com)
• Corporate Vice President
• Developer and Platform Evangelism
• Microsoft Corporation

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Agenda

• Todays Opportunity
• Enterprise Issues Hotspots
• IP
• Academic/Research Resources
• Programs and Resources

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Innovation

• Unfolding of economies
• Change in structure
• Ongoing disruptive discoveries in technology and
• their incorporation in the economy

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History is our Guide

• Industrial 1760 1820
• Handcrafting factory and mill system
• Railway 1825 1875
• Connecting commerce steam power
• Steel and Electrical 1875 1920
• Mass engineering electrification
• Manufacturing Age 1920 1970
• Mass production autos cheap goods
• IT 1970 ?
• Microprocessor everything digital

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Clusters Define An Era

• Enabling technologies
• Speculative exuberance
• Crash
• Strong build out period
• Think 1950s and 1960s
• The best is yet to come!

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Today

• Microprocessor, bandwidth, storage
• Revolutions do not fully arrive until
• We structure our activities, organizations and
  business methods, around core technologies and
• These technologies adapt to us by becoming
  comfortable and easy to use
• We must both tear down and build up
• Software is the magic...

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Software Greatest Share Of The VC Investment
Dollar
Deal Flow Allocation by Industry

• Other Observations/Trends
• Dollars invested dropped from 1Q04 to 2Q04, but
  the number of deals rose
• Overall VC deals and dollars invested rose 6 and
  13 respectively over the same quarter a year
  ago, 2Q03
• At the end of 1Q04, a number of deals occurred
  that were oversubscribed the pendulum swung back
  a little in 2Q04 but VC activity and investment
  levels remain markedly higher than last year

of Total Deal Count
IT Investment Allocation by Sector
of Dollars Invested
Source VentureOne/Ernst Young
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Key Business Imperatives
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Opportunities
Mobility
Systems Management
Vertical Applications
Content Management
Collaboration
Startups
Security
Consumer
Integration
Business Intelligence
eCommerce
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VC Q204 Software

• Top Focus Areas
• Operations 61
• Collaboration 55
• Vertical/LOB Apps 45
• Security 36
• Mobility 33
• Consumer 31

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Deriving Hotspots
Startup Community
Enterprise Customers
Systems Integrators
Customer Requirements Product Group
Priorities Corresponding Partner Solutions
Industry Teams
Product Groups
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Startup Partnering Examples

• SIIA MarketMaker www.siia.net
• Arranges pre-qualified, one-on-one meetings
  between software companies and Fortune 1000
  CIOs/SVPs and their direct reports or between
  software companies seeking funding and venture
  capitalists
• Nov. 17 in New York
• Israeli Venture Assn www.israelventure.com
• Building bridges between enterprise customers and
  Israeli-backed companies

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Academic/Research Resources

• Kaufman Foundation www.emkf.org
• Works with partners to encourage entrepreneurship
  across America and improve the education of
  children and youth Focuses operations and
  grantmaking on two areas Entrepreneurship and
  education
• EntreWorld www.entreworld.org
• Delivers the best and most useful information,
  guidance, and contacts for the entrepreneur
• Educause www.educause.edu
• A nonprofit association whose mission is to
  advance higher education by promoting the
  intelligent use of information technology
• The Spoke www.thespoke.com
• A digital lifestyle club for students from around
  the world where film, music, gaming, sports, and
  culture merge with technology

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Managing IP Holistic Approach

• Software is comprised of two things
• The code that makes the software run
• The IP rights that define what can be done with
  the code
• Managing IP a core focus for software
• Procedures for software development
• IP creation during development process
• In-bound licensing where necessary
• Indemnification for end customers and partners
• Out-bound licensing
• Managing IP well
• Reduces legal risk
• Secures value for innovation

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Microsoft Startup Support

• Visual Studio .NET Integration Program
  (VSIP)http//msdn.microsoft.com/vistudio/partners
  
• Offers developers deepest level of integration
  with Visual Studio
• Exchange Partner Program www.microsoft.com/exchan
  ge/partners/working.asp
• Information on working with the Exchange Product
  Group
• .NET Connected Directory www.microsoft.com/net/log
  o
• Find .NET Web service solutions built on Windows
• Directions on Microsoft www.directionsonmicrosoft.
  com
• Independent, unbiased analysis of Microsoft
  products/strategies
• Empower Program www.microsoft.com/partner/isv/empo
  wer
• Get certified and devel software on the Microsoft
  platform
• ISV Show www.microsoft.com/partner/isv
• Clarifies Microsoft Product Roadmaps and
  contemplates partner opportunities
• Innovation Starts Here www.microsoft.com/partner
  /isv
• ISVs in partnership with Microsoft to create
  compelling solutions

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Thank You