Transcript US Analyst Meet 2005

Systems Integration
Muralikrishna
Vice President and Unit Head – Systems Integration
© Infosys Technologies Limited 2005 - 06
Safe Harbor
Certain statements 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 our
reports on Form 6-K. 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.
November 11, 2005
© Infosys Technologies Limited 2005 - 06
SI – The strategic hedge against the continuous
pressure on delivering value in the industry
Derive higher-value from
offering Productized
Solutions
Create higher-value
beach-head in high-value
technical consulting
Expand footprint by
expanding end-to-end
services and innovative
pricing models
November 11, 2005
© Infosys Technologies Limited 2005 - 06
Systems Integration group at Infosys
Resources
SI Enablement Program defined for skill
development & professional growth
More than 33% staff with 7+ years of
experience
More than 60% staff with professional
certification
Customers
Solutions & single-window approach
increased client mind-share
Solution approach gives an opportunity to
experience the project ahead
Resulting…
New client acquisition - Over 9 new
accounts added thru SI services/solutions in
H1 06
Significant follow-on revenue opportunities
for custom development, migrations &
managed services
November 11, 2005
14,000
800
702
11,594
12,000
10,837
10,067
653
615
10,000
524
8,294
8,000
4,000
2,000
339
5,148
3,980
3,219
300
215
146
500
256
3,160
131
600
400
5,799
6,000
700
10,838
200
164
100
-
Q1 04 Q2 04 Q3 04 Q4 04 Q1 05 Q2 05 Q3 05 Q4 05 Q1 06 Q2 06
Revenues (TUSD)
Qrtr end Manpower
Parameters
Achievement
LTM Sep 05 revenues
$ 43.3 m
Employees
702
Delivery locations
Bangalore, Hyderabad, Chennai and Pune
Onsite–offshore effort mix
42% - 58%
4 year CAGR
42%
© Infosys Technologies Limited 2005 - 06
Our service offerings
Service Offering
IT Strategy
Enterprise Architecture Advisory
Solution Stacks
Enterprise Identity
Management (IDM)
Application Portfolio
Simplification
Enterprise Information Portal
Legacy Modernization
Performance Engineering
Accelerate Deployment &
Migration
Infrastructure & Security
Consulting
Infrastructure Operational
Efficiency (IOE)
Catalytic IT
Enterprise Content
Management (ECM)
Data warehouse / Business
Intelligence
November 11, 2005
Enterprise Mobility
Business Continuity Planning &
Disaster recovery
© Infosys Technologies Limited 2005 - 06
Differentiators...
Customizable Solutions
Solutions tailored for specific client need
Highly scalable and repeatable solutions
Leveraging technology center of excellence
Automation
Delivery leverages in-house built proprietary tool sets integrated with third party tools
End-to-end solution capability
Robust Framework & Processes
Proven processes and frameworks to optimize the program lifecycle
Leverages industry frameworks like Microsoft Solutions Framework (MSF) and The Open Group
Architecture Framework (TOGAF)
Solution specific training / certification
Strategic Partnerships
Go-to-market alliances
Brings unique combination of platform expertise and Infosys multi-platform & execution skills
Effectively engage with partners to increase opportunity conversion ratio
Global Deployment Center
Scalability to serve any geography
Leverage various time zones to deploy remotely and achieve higher productivity, efficiency and
advantage
November 11, 2005
© Infosys Technologies Limited 2005 - 06
Challenges and Strategies
Challenges
Continuously positioning solution-specific
expertise
Competing with product vendor professional
services group
Rapid subsuming of solution features into future
product versions
Narrow window of opportunity for solution
innovation results in commoditization
Competition from local service vendors & large
product vendors
Our Radar is turned on
…
Challengers
Challengers
Current Best
Current
Best
Business
Business
Model
Model
Strategies
Solutions approach and continue to evolve with emerging trends
Innovative pricing models e.g. unit level pricing model
Field level relationship with alliance account teams
Investing in organic growth with solution-specific certification
November 11, 2005
© Infosys Technologies Limited 2005 - 06
Thank You
www.infosys.com
© Infosys Technologies Limited 2005 - 06