Transcript Operational Highlights 2002-2003

Welcome to the
23
rd
Annual
General
Meeting
Annual General Meeting 2003 - 04
Infosys Enterprise
Solutions
B. G. Srinivas
Vice President and Head
– Enterprise Solutions
© Infosys Technologies Limited 2003 - 04
Safe Harbor
Annual General Meeting 2003 - 04
This presentation may contain certain forward looking statements. The
company may not achieve results as expressed or implied by such
forward looking statements. Actual results could differ materially from
those expressed or implied in such forward looking statements due to a
number of factors including those discussed under the head "Risk
factors" in the company's filings with the United States Securities and
Exchange Commission. Do not place undue reliance on these forward
looking statements. This presentation contains references to findings of
various reports available in the public domain. The company makes no
representation as to their accuracy or that the company subscribes to
those findings. They are provided only by way of information.
June 12, 2004
© Infosys Technologies Limited 2003 - 04
Annual General Meeting 2003 - 04
Infosys Enterprise
Solutions.
The journey so far…
© Infosys Technologies Limited 2003 - 04
The presentation…
Annual General Meeting 2003 - 04
Will
give you an idea about Infosys’ Enterprise Solutions
Practice
Specifically
about our
Offerings
Our value chain
Competition
Our track record
June 12, 2004
© Infosys Technologies Limited 2003 - 04
Our solution footprint…
Annual General Meeting 2003 - 04
T
O
T
A
L
STRATEGY & IT CONSULTING
INTEGRATED
ROADMAP
e-Business
SYSTEMS INTEGRATION
Business
Process
Reengineering
ENTERPRISE APPLICATION INTEGRATION
PACKAGE EVALUATION & IMPLEMENTATION
CRM
CAD/CAM, PDM,
Embedded
Services
Enterprise
Architecture
Definition
SCM
ERP
CUSTOM APPLICATION DEVELOPMENT
Design
Develop
Test
BUSINESS PROCESS MANAGEMENT
Progeon Ltd. – An Infosys subsidiary
Industry Specific Processes
Cross-industry Processes
IT OUTSOURCING
REENGINEERING AND MAINTENANCE
June 12, 2004
BI
Deploy
O
U
T
S
O
U
R
C
I
N
G
S
O
L
U
T
I
O
N
VERTICAL PRESENCE
Hi Tech and Discrete
Manufacturing
Retail
Banking and Capital Markets
Insurance & Healthcare
Energy & Utilities
Auto and Aerospace
Communication Service Provider
Transportation and Services
© Infosys Technologies Limited 2003 - 04
And this is how our clients look at
our solution footprint…
Annual General Meeting 2003 - 04
SUPPLIER
ENTERPRISE
CUSTOMER
Business Intelligence (BI)
SRM/SCM
ERP
CRM
Enterprise Application Integration (EAI)
June 12, 2004

ERP – Enterprise Resource Planning

SCM – Supply Chain Management

CRM – Customer Relationship Management

SRM – Supplier Relationship Management
© Infosys Technologies Limited 2003 - 04
…this is what we offer to our clients…
Package Related
Services
• Implementation and rollout
• Version Upgrades
EAI
TIBCO, Vitria, webMethods, IBM
WBI, SeeBeyond, Mercator
• Enhancements
• Development
• Sustenance Services –
maintenance and support
SCM
i2, Manugistics, Ariba, WMS (HK
Systems, Yantra)
Business Intelligence
COGNOS, BO, Hyperion,
Informatica, Oracle, SAP
June 12, 2004
Business
Domain
Transportation & Services
Siebel, Clarify, PeopleSoft,
Oracle, SAP
Insurance & Healthcare
CRM
Banking & Capital Mkts.
• Enablement Services
Auto & Aerospace
PEOPLESOFT
Energy & Utilities
• Package Enabled Business
Transformation
ORACLE APPLICATIONS
Comm. Service Provider
• Strategic IT Consulting
SAP
Retail
Consulting
Services
Hi-Tech & Discrete Mfg.
Annual General Meeting 2003 - 04
Software
Skills
Program
Management
Package
Implementation
© Infosys Technologies Limited 2003 - 04
…our solutions to deliver business results…
Annual General Meeting 2003 - 04
SAP
Oracle
inTune suite of Upgrade Solutions
PeopleSoft
Siebel
BenefitsOne
Package Assurance
Integration Competency Center
Distributed Order Management
Business Application enabled Integration
June 12, 2004
© Infosys Technologies Limited 2003 - 04
…delivery reach across continents.
Annual General Meeting 2003 - 04
 Delivered
projects in more than 25 countries spread across
the globe
Americas
Europe
Middle East and Africa
Asia Pacific
Consulting Services
Implementation /
Rollout
Version Upgrades
Enhancements/
Development
Sustenance Services
June 12, 2004
© Infosys Technologies Limited 2003 - 04
The marketplace…
Annual General Meeting 2003 - 04

Our key competition is perhaps the best way to describe who we are…
Accenture
IBM Global Services
Deloitte & Touche
CGE&Y

And their actions perhaps are an indicator of our strength…
First it was denial and now it is acceptance
Strengthening their offshore resources
Trying to emulate our Global Delivery model
Offering new clients off-shored services
June 12, 2004
© Infosys Technologies Limited 2003 - 04
Numbers paint a picture…
Annual General Meeting 2003 - 04

Our growth over the years have strengthened Infosys and helped us in
taking competition head on…here are the numbers…
ES Revenues
$160
$140
2500
$120
CAGR 79%+
1979
$92
2000
$100
$ Mn
No. of People
$145
$65
$80
$60
CAGR 64%
1500
1266
1000
$38
804
$40
$14
$20
500
533
272
0
$0
2000
2001
2002
Year
June 12, 2004
2003
2004
2000
2001
2002
2003
2004
Year
© Infosys Technologies Limited 2003 - 04
The next logical question…
What can this brand deliver ?
Annual General Meeting 2003 - 04
Billion USD
800
Worldwide IT Services Market
700
Software Maintenance
and Support
600
Hardware Maintenance
and Support
500
Process Management
400
IT Management
300
200
Development and
Integration
100
Consulting
0
2000 2001 2002 2003 2004 2005 2006 2007
Source: Gartner (Worldwide IT Services Market 2002-2007; Jan 12, 2004
“Although small and mid size businesses (SMBs) are relatively new users of offshore
services, demand is increasing as services become more affordable.”
Source: Gartner (Worldwide IT Services Market 2002-2007; Jan 12, 2004),
Authors: Ellie Babaie, Kathryn Hale, Robert De Souza, Jacqueline Heng, Rika Narisawa
June 12, 2004
© Infosys Technologies Limited 2003 - 04
And as expected…
When ever you do good work… kudos follow…
Annual General Meeting 2003 - 04
My experience working with Infosys people is that I feel very reliable, I
can rely on Infosys people's job done and I think quality is very high
and they are very much keep the schedule, so I think we can count
on the Infosys's people's level of quality.
- Sajiro Suzuki, CIO, Toshiba Corporation
“Their honesty, their work ethic, their ability to deliver on what they
say they are going to deliver at a very very reasonable cost. I have not
found a company that provides that value. I have worked with …, I
have worked with …, I have worked with … I have worked with a lot
and none of them can do this.”
- Aldo Moreno, VP App. Dev. Herbalife
June 12, 2004
© Infosys Technologies Limited 2003 - 04
…so does support and recognition from our
leadership…
Annual General Meeting 2003 - 04
Enterprise Solutions is one of the fastest growing units at Infosys
delivering ERP, CRM and SCM solutions in the package space…we
perceive it to be the growth engine for Infosys in the days ahead…
- Nandan Nilekani, CEO, Infosys
…is an important component in our strategy to take the battle to
our competitors at a point of time when the package solutions
delivery model is undergoing a change and GDM has become
mainstream…
- Kris Gopalakrishnan, COO, Infosys
June 12, 2004
© Infosys Technologies Limited 2003 - 04
Annual General Meeting 2003 - 04
Thank You
www.infosys.com
© Infosys Technologies Limited 2003 - 04