Entering the Access Era: Key Business Problems & the Propensity to Outsource Applications in the U.S. Market March 2001 Kneko Burney Director – eBusiness Infrastructure & Services 480.609.4544 kburney@instat.com This is a white paper prepared for Ambit International 1 1 Cahners In-Stat Group (<http://www.instat.com/>) covers the full spectrum of digital communications research from vendor to end-user, providing the analysis and perspective that allows technology vendors and service providers worldwide to make more informed business decisions. In-Stat is a unit of Cahners Business Information (www.cahners.com), a leading provider of critical information and marketing solutions to business professionals and a member of the Reed Elsevier plc group. Copyright Cahners In-Stat Group 2001. All rights reserved. Reproduction in whole or in part is prohibited without written permission from Cahners In-Stat Group. 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Authentic Copies of this Report Feature a Red Color Bar Table of Contents Table of Contents....................................................................................................................................i List of Figures ........................................................................................................................................ii Executive Summary ...............................................................................................................................1 Fundamental Business Problems..........................................................................................................2 Key Business Challenges in 2001 – Small Companies ..............................................................................2 Key Business Challenges in 2001 – Corporate Market...............................................................................3 Current Solutions to Business Problems..............................................................................................4 Key Solutions Used in 2001 – Small Companies .......................................................................................4 Key Solutions Used in 2001 – Corporate Market .......................................................................................5 Propensity to Outsource........................................................................................................................6 Propensity to Outsource in 2001 – Small Companies ................................................................................6 Propensity to Outsource in 2001 – Corporate Market.................................................................................7 Preferred Business Solution Providers.................................................................................................8 Small Company Providers ........................................................................................................................8 Corporate Market Providers......................................................................................................................9 Methodology ........................................................................................................................................ 10 About Cahners In-Stat Group.................................................................................................................. 11 About the Author .................................................................................................................................... 11 About the Research................................................................................................................................ 11 About the eBusiness Infrastructure & Services Research Group .............................................................. 12 Page i Cahners In-Stat Group •www.instat.com •March, 2001 List of Figures Figure 1: Key Business Challenges – Small Company, 2001................................................................2 Figure 2: Key Business Challenges – Corporate Market, 2001 .............................................................3 Figure 3: Solutions Perceived to be Most Effective – Small Company, 2001........................................4 Figure 4: Solutions Perceived to be Most Effective – Corporate Market, 2001.....................................5 Figure 5: Propensity to Outsource – Small Company, 2001..................................................................6 Figure 6: Propensity to Outsource – Corporate Market, 2001...............................................................7 Figure 7: Preferred Business Solution Providers – Small Company, 2001...........................................8 Figure 8: Preferred Business Solution Providers – Corporate Market, 2001 ........................................9 Figure 9: eBusiness Infrastructure & Services Research Group........................................................ 12 Page ii Cahners In-Stat Group •www.instat.com •March, 2001 Executive Summary Despite the closure of a few pure-play providers, the year 2000 proved to be a time of great progress in the acceptance of the “hosted applications paradigm.” Not only are businesses of all sizes indicating a desire to use outsourced solutions to solve their key business problems, but their likelihood to turn to an application service provider appears to have increased. Key Business Problems Regardless of size, “managing customer relationships” appears to be the most challenging business issue for U.S. businesses in 2001. Nearly 70% of small companies and nearly 80% of larger firms indicated this as a key challenge for their firm in this new year, and expect it to continue to be an issue into 2002. However, the research suggests that larger firms are feeling more concern over some key business activities, such as “group collaboration,” “building a web presence,” and “improving productivity,” though their smaller counterparts are not far behind. Propensity to Outsource & Likely Providers Though in the case of both small and large firms, the overwhelming majority indicate they are currently using in-house solutions to solve their key business challenges, the research shows that many of these firms are very likely to seek outsourced solutions, possibly in the next year. Of the likely providers of Internet-accessible applications, most firms surveyed indicated a likelihood to turn to systems integrators and “application service providers,” over telcos, ISPs and hardware providers. This suggests that providers focused on solving specific business problems using Internet-delivered services may have an advantage in addressing customer needs for the time being. However, customers continue to indicate some reluctance to working with start-ups or unknown providers. Looking forward, well-branded, well-partnered service providers will likely enjoy the most success in customer acquisition. Page 1 Cahners In-Stat Group •www.instat.com •March, 2001 Fundamental Business Problems For the most part, the key business problems of firms in the U.S. have not changed over the last few years, despite the addition of the Internet into many business practices. Firms continue to struggle with customer contact points, though it appears that the average corporate market firm (100+ employees) is suffering from a greater number of these problems at once. Key Business Challenges in 2001 – Small Companies The research strongly indicates that even small companies are suffering from the changing dynamics of doing business in an increasingly digital economy, with as much as 30% suffering from each of the key business problems plaguing today’s firms at once. Though small businesses (firms with 5 to 99 employees) seem to be suffering from more problems when compared to SOHO businesses (firms with <5 employees), the key problems facing both markets at the beginning of 2001 deal with customer contact points. Nearly 70% of those surveyed indicate challenges with customer relationship management, while roughly 60% indicated struggling with building a relevant web presence for their business. Looking forward, smaller firms are expected to feel the high-tech “pinch” as their larger trading partners begin to take greater of advantage of the Internet in their supply chain and business-to-business processes. Figure 1: Key Business Challenges – Small Company, 2001 100% SOHO Small Business 75% 69% 64% 50% 66% 54% 52% 49% 51% 46% 38% 39% 47% 42% 34% 25% 25% 0% Building web presence Improving productivity 2001. In-Stat. www.instat.com Group collaboration SCM Managing Customer relationships Managing/ analyzing company info Bringing products to market quickly Key Business ChallengesSmall Company, 2002 Page 2 Cahners In-Stat Group •www.instat.com •March, 2001 Key Business Challenges in 2001 – Corporate Market With more complex business practices, it is not surprising that corporate market firms (100+ employees) are more likely to suffer from multiple business problems when compared to smaller firms. The research suggests that nearly half of these firms are suffering from most of the key business challenges presented, from building a relevant web presence to managing customer relationships. There are a few differences between the kinds of business problems facing mid-sized firms (100 to 999 employees) and enterprise businesses (1000+ employees). For the most part, “managing customer relationships” appears to affect the greatest number of firms, followed by improving “group collaboration” and “managing/analyzing company information.” These results are not surprising, considering these firms are becoming increasingly fragmented into a scattering of smaller locations, as well as home to a variety of disparate business systems. Looking forward, these businesses’ primary focus will be to unify scattered work groups using shared company resources and integrate disparate systems for improved business processes. Figure 2: Key Business Challenges – Corporate Market, 2001 100% Middle Market Enterprise 80% 77% 60% 63% 61% 66% 62% 62% 56% 55% 59% 40% 73% 50% 46% 47% 48% 20% 0% Building web presence Improving productivity 2001. In-Stat. www.instat.com Group collaboration SCM Managing Customer relationships Managing/ analyzing company info Bringing products to market quickly Key Business ChallengesCorporate Market, 2001 Page 3 Cahners In-Stat Group •www.instat.com •March, 2001 Current Solutions to Business Problems When looking at the solutions perceived to solve key business problems at the beginning of 2001 2 , the majority of businesses, both small and large, believe in-house solutions would be most effective. However, additional research suggests these firms may be quite likely to outsource their requirements looking forward, possibly as soon as in the coming year. Key Solutions Used in 2001 – Small Companies Across the board, small companies indicated that using in-house application would be most effective to address their key business problems early in 2001. Though relatively low in visibility, Internet-delivered outsourced services appear to be seen as the next likely alternative for these firms, with as much 20% of those surveyed indicating this choice. These results are promising for online service providers, particularly when considering the comparative “newness” of Internet-delivered services appropriate for this market and their modest availability/visibility at this point. Looking forward, Internet-delivered services are likely to dominate as the vehicle through which these firms automate their business processes. Figure 3: Solutions Perceived to be Most Effective – Small Company, 2001 75% SOHO Small Business Relative Weight of Business Challenges Small Company, 2001 60% 50% Building web presence 13% 51% Improving productivity 15% 15% Group collaboration 13% SCM Customer service 16% 14% 14% Managing company info Bringing products to market quickly 25% 20% 16% 14% 6% 6% 7% 13% 7% 0% In-house Service Provider over Internet 2001. In-Stat. www. instat.com Service Provider NOT over Internet Some other solution or service Don't know Solutions Perceived to be Most Effective Small Company, 2001 2 Data was collected on the solutions used to address each business problem separately. These responses were consolidated as shown above by weighting each set of results using the data presented in figures 1 and 2 (responses were normalized to sum to 100% as shown in the pie charts on both figures 3 and 4). Page 4 Cahners In-Stat Group •www.instat.com •March, 2001 Key Solutions Used in 2001 – Corporate Market As expected, the majority of those surveyed in the corporate market indicated using in-house solutions would be most effective to solve their key business problems. Of more interest, the use of Internet-delivered services also appear to be gaining ground among these businesses as a potentially effective alternative to applications managed in-house. However, when considering these results in conjunction with the greater availability of Internet-delivered outsourced services targeted at firms in these markets, the research suggests that larger firms may be less likely to outsource business problems over the Internet when compared to smaller companies. This is not shocking news when taking into account that corporate market firms have already invested in some sort of fairly expensive or complex solution to address their primary business issues. Given this, these firms have been and likely to continue to be slow to embrace alternatives, no matter how promising, including those offered online. Looking forward a few months, In-Stat expects these larger firms to continue to outsource immediate or urgent business requirements to a variety of providers, including ASPs. However, this is likely to be a short-term strategy, with many firms expected to rely on a hybrid of in-house resources integrated with or leveraging outside services, particularly managed hosting, including co-location. Figure 4: Solutions Perceived to be Most Effective – Corporate Market, 2001 70% 60% Middle Market Enterprise Relative Weight of Business Challenges 62% 59% Corporate Market, 2001 50% Building web presence 13% 40% 15% Group collaboration 14% SCM Customer service 15% 30% Improving productivity 15% 13% Managing company info 15% Bringing products to market quickly 20% 10% 15% 16% 14% 6% 11% 7% 0% In-house Service Provider over Service Provider NOT Internet over Internet 6% 4% Some other solution Don't know or service Solutions Perceived to be Most Effective 2001. In-Stat. www.instat.com Corporate Market, 2001 Page 5 Cahners In-Stat Group •www.instat.com •March, 2001 Propensity to Outsource Though most firms indicated using in-house solutions to address their business problems at the time of this research (December 2000/January 2001), many show a strong desire to outsource these issues throughout the year. Propensity to Outsource in 2001 – Small Companies For the most part, small companies show the greatest desire to outsource their “Internet enablement” or the development (and probably management of) an online point of presence. The general lack of technological expertise in the average small firm, combined with the “new” trend towards using the Internet as an important means of communicating with customers, partners, and suppliers, create the perfect conditions for service providers to offer easy-to-use alternatives to get online. Aiding in the process of bringing products to market more quickly also appears to be a good candidate for outside services, with the results presented below suggesting there is some potential for the providers of “collaborative commerce” services online targeting this market. Figure 5: Propensity to Outsource – Small Company, 2001 80% SOHO Small Business 60% 66% 57% 70% 40% 41% 36% 38% 39% 36% 33% 37% 28% 20% 24% 23% 21% 0% Building web presence Improving productivity 2001. In-Stat. www.instat.com Group collaboration SCM Customer service Managing company info Bringing products to market quickly Propensity to Outsource Small Company, 2001 Page 6 Cahners In-Stat Group •www.instat.com •March, 2001 Propensity to Outsource in 2001 – Corporate Market Larger firms appear to be a bit more likely to outsource key business issues in 2001 as compared to their smaller counterparts. These firms are looking to use outside services for a variety of business issues, particularly for web strategies (especially in the middle market). Service providers can expect to see larger firms outsource elements of their web platforms over the coming year. The enabling technologies required for online business activities have become complex and expensive enough to warrant continued investment in outside services. Of more interest, “improving productivity” was also a key business problem likely to be outsourced in 2001. Business-critical administrative tasks like expense reporting, invoice submission and benefits administration are expected to be key candidates for customers adopting Internet-delivered services to automate these processes. Lastly, firms in this segment, namely larger enterprises, indicated a desire to outsource elements of their supply chain management process. Though e-marketplaces didn’t quite garner traction in 2000, providers of enabling supply solutions may meet favorable market conditions in 2001 according to this research. These customers are facing shorter and shorter product life cycles are hoping that the Internet will improve the supply chain management process enough to keep them competitive. Figure 6: Propensity to Outsource – Corporate Market, 2001 80% Middle Market 60% Enterprise 69% 51% 49% 40% 45% 35% 52% 35% 37% 34% 27% 26% 20% 37% 23%24% 0% Building web presence Improving productivity 2001. In-Stat. www.instat.com Group collaboration SCM Customer service Managing company info Bringing products to market quickly Propensity to Outsource Corporate Market, 2001 Page 7 Cahners In-Stat Group •www.instat.com •March, 2001 Preferred Business Solution Providers When considering the myriad of providers that could offer Internet-delivered services, both small and large firms alike indicate that systems integrators and application service providers are the most likely providers they would hire to address their specific business needs over the Internet. In-Stat believes these results reflect two key issues: 1. the process-specific nature of key problems and 2. the lack of business process expertise of the larger, better branded providers. Small Company Providers Almost an equal number of those considering outsourcing in 2001 indicated they felt application service providers and systems integrators would be most able to solve their business problems using technology. This is not particularly surprising considering the limited nature or lack of hosted applications sales and marketing strategies from major technology providers, like telcos and platform providers. In-Stat expects to see more of the “majors” begin gingerly offering various hosted applications (through partnerships) to customers in these markets in 2001, probably in tandem with broadband or eServices initiatives. As these better-known providers become more involved in the sale of hosted applications, the preferred providers for these customers are likely to shift toward better known brands. Figure 7: Preferred Business Solution Providers – Small Company, 2001 40% Service Providers Platform Providers Integrators SOHO 30% Small Business 26% 30% 20% 21% 23% 16% 10% 15% 13% 11% 8% 11% 6% 6% 7% 1% 0% ASP Telecom Service Hosting Provider Infrastructure Provider 2001. In-Stat. www.instat.com 5% 2% Systems Hardware Network Hardware Vendor ISV Systems Integrator Other Vendor Preferred Business Solution Providers Small Company, 2001 Page 8 Cahners In-Stat Group •www.instat.com •March, 2001 Corporate Market Providers Similar to their smaller counterparts, firms in the corporate market also indicated a fairly strong preference for application services providers and systems integrators, with integrators actually being selected by more of those surveyed. The strong focus of these providers on providing process-specific solutions over the Internet to these customers is believed to have played a strong role in these results. Larger customers are expected to maintain their focus on “specialized” providers of business process outsourcing services, though major telcos and platform providers are likely to enter this space through partnership (e.g., Qwest and KPMG, AT&T and Ernst & Young, Sprint and Deloitte & Touche). Regardless, these customers require outsourcing providers that truly understand their underlying business processes, in additional to having solutions designed to automate, enhance and/or enable these specific processes online, not necessary replace them. Figure 8: Preferred Business Solution Providers – Corporate Market, 2001 50% Service Providers Platform Providers Integrators 40% Middle Market 41% 38% Enterprise 37% 30% 31% 20% 10% 11% 5% 7% 3% 0% ASP 1% Telecom Service Hosting Provider Infrastructure Provider 2001. In-Stat. www.instat.com 1% 1% 4% Systems Hardware Network Hardware Vendor 7% 6% 4% ISV 3% Systems Integrator Other Vendor Preferred Business Solution Providers Corporate Market, 2001 Page 9 Cahners In-Stat Group •www.instat.com •March, 2001 Methodology Scope This research was designed to understand the key business problems facing U.S. businesses today, understand how they are using technology to solve these problems, evaluate their likelihood to use outsourcing services and determine from which providers. This research focuses on the Web-accessing population of each market. In the case of the small and SOHO business markets, currently 88% of small businesses and 80% of SOHO businesses are estimated to have access to the Internet in 2001. Methodology In-Stat conducted a web-based survey with U.S. businesses across company size in December of 2000 and early January 2001. Interviews were conducted with 125 decision-making individuals within U.S. based SOHO businesses, 215 decision-makers in small businesses, 210 decisionmakers in mid-sized businesses and 179 decision-makers in enterprise businesses; a total of 734 responses. Respondents were qualified as those that have authority to purchase IT products and services AND that are knowledgeable regarding outsourcing. These in-depth interviews were approximately 15 to 20 minutes in length. Sample Sources The specific list source for this research was the Cahners IT Decision-maker database and Cahners In-Stat Group’s Decision-maker panel. The Cahners IT Decision-maker database is comprised of more than 1.6 million information technology decision-makers at over 657,000 locations. The list is updated 6 times a year, and is comprised of controlled circulation files from a variety of sources. Using this list, we were able to target areas of responsibility (IT/MIS/IS), and company size, and get representation from a variety of industries randomly across the U.S. In-Stat’s Decision-maker panel is a collection of qualified respondents that have and continue to participate in on-going In-Stat research. Calculating Weighted Averages Please note the analysis in this report uses “weighted averages” in many instances. In these cases, weighted averages were calculated by extracting the “don’t know/refused/unsure” responses from the total data collected and subsequently normalizing the remaining responses to equal 100%. These normalized results were then presented in the report or used to weigh other data where appropriate. Page 10 Cahners In-Stat Group •www.instat.com •March, 2001 About Cahners In-Stat Group Cahners In-Stat Group (http://www.instat.com/) covers the full spectrum of digital communications research from vendor to end-user, providing the analysis and perspective that allows technology vendors worldwide to make more informed business decisions. About the Author Kneko Burney directs In-Stat’s eBusiness Infrastructure & Services research. She is one of the leading experts on the eBusiness requirements of firms in the U.S. Ms. Burney specializes in identifying and quantifying market opportunities for technology vendors in U.S. markets., categorizing them by size of business and vertical industry. Though Ms. Burney’s expertise extends across all sizes of business, her specialty for both research and consulting lies in two key areas: small company technology and Internet-delivered services, including hosted applications. Ms. Burney’s ability as a strategic advisor is deeply rooted in her on-going research on and analysis of business IT requirements, preferences and expenditures. Additionally, her in-depth relationships with several key participants in specific markets allow Ms. Burney to better understand the underlying dynamics of these segments. For example, she has played a key role in the identification of Internet-delivered services channels, namely Online Business Centers and eBusiness Service Providers, coining these recognized industry terms. Ms. Burney sits on the board of advisors for four high-tech ventures, chairs well-known eBusiness events in the U.S. and is a keynote speaker for several shows, conferences and summits. She has been featured in Fortune Small Business Magazine and also has been quoted in several business and trade publications, including The Wall Street Journal, Business Week, The New York Times, Fortune, The Industry Standard and Information Week. Prior to joining Cahners In-Stat Group, Ms. Burney was a partner with Feather & Associates, specialists in strategic consulting for over-seas clients. In that role, she provided strategic guidance and market analysis for clients operating remote ventures in the United States. Ms. Burney holds a B.A. in Economics and Mathematics, as well as an M.A. in Mathematical Economics from Boston University. About the Research The research is this report is part of In-Stat on-going analysis of the hosted applications market. Full reports based on this research will be available in April and can be found at www.instat.com. For more information feel free to contact Frank Dickson, fdickson@instat.com. Current Reports on Demand for Application Services Report #ASP0002LB: “Online Computing Infrastructure: Considering the Customer – Medium & Enterprise Businesses.” June, 2000. Author: Kneko Burney. http://www.instat.com/catalog/cat-oci.htm#asp0002lb Page 11 Cahners In-Stat Group •www.instat.com •March, 2001 Report #ASP0002LB: “Online Computing Infrastructure: Considering the Customer – Medium & Enterprise Businesses.” June, 2000. Author: Kneko Burney. http://www.instat.com/catalog/cat-oci.htm#asp0002lb Report #OC0003MS: “Small Company Problems Future ASP solutions: Demand for Application Services in the Small & SOHO Business Markets.” March, 2000. Author: Kneko Burney http://www.instat.com/catalog/cat-oci.htm#asp0002lb About the eBusiness Infrastructure & Services Research Group This research is part of In-Stat’s eBusiness Infrastructure & Services research group. In this business unit, In-Stat looks how U.S. businesses leverage technology in their on-going activities, as well as explore the services and solutions that make eBusiness possible. There are nine key services in this group, with the structure of this research organization shown in the graph below. For more information about the products or services in this group, please contact Kneko Burney, Director of the eBusiness Infrastructure & Services research group. For more information about In-Stat, please visit the website at http://www.instat.com, or contact Frank Dickson, VP of Sales. Figure 9: eBusiness Infrastructure & Services Research Group eBusiness Infrastructure & Services Research Group Analysis of the services and eBusiness: User Interface Technologies & Services eBusiness: SOHO Business Market (less than 5 Employees) eBusiness: Small Business Market (5-99 Employees) eBusiness: Middle Market (100-999 Employees) eBusiness: Enterprise Market (1000+ Employees) solutions that allow US Businesses to Interact with their users - customers, employees, partners and suppliers - seamlessly. Symmetric coverage of the expenditures, channels, current & planned infrastructure and changing IT requirements of US Business by size of company. In-depth analysis of the Online Computing Channels channels, services and Online Computing Services Online Computing Infrastructure eBusiness Computing Infrastructure solutions enabling the emerging application services industry in the US. Analysis of the systems powering eBusiness, particularly in US Service Provider community. Coverage of servers, storage and client technology world-wide. Page 12 Cahners In-Stat Group •www.instat.com •March, 2001