Pages

Sunday, August 30, 2020

Broadcom + Clients = Partners in Successful Transformation


As a follow-on to our earlier discussion of  Broadcom’s business strategy[1], plans and products, we review Broadcom activities aimed at helping clients succeed in a changing business environment based on the results of Broadcom’s details of successful client partnerships. We start with a description of how the emerging business environment impacts enterprise operation. Then, we discuss Broadcom activities.

Broadcom’s strategy is based on close client partnerships dedicated to getting optimal value from the client’s existing infrastructure, especially the mainframe. Their plans build on a foundation of solutions that make extensive use of open technologies and products including Open API’s, open source code, etc., exploiting open clouds, and enabling new enterprise innovation. Broadcom aims to be the best partner to aid clients to achieve successful transformations. They are increasingly convincing in that role. 

A Changing Business Environment

Today and for the foreseeable future, business, education, entertainment, medicine, etc. are undergoing radical changes in how they operate and interact with employees, customers, suppliers, and partners. Messaging, sales techniques and processes are evolving, driven by political and environmental pressures. These add to an already accelerated pace in the emergence and application of new technologies, expanding security requirements and demands for faster response times. With much corporate data and transactions dependent and residing on mainframes, the mainframe team plays a vital role in transformation.

For technology solution providers and consumers, this adds to the necessity for and complexity of enterprise transformation. Most enterprises already recognize the need to adapt and evolve business models and processes. As we discuss later, Mercedes recognized a changing environment, and quickly adapted their sales process. Both Amazon and Walmart, early movers in enterprise transformation, are reaping the benefit today’s environment. Leveraging IT infrastructure to efficiently supply customers with no-/minimal contact is a key factor in this success.

Many companies still need to make the transition. Most have underutilized, under-leveraged technology, particularly mainframes, that can aid such efforts. When confronted with a crisis, people are more willing to change. Most enterprise teams will recognize the need for a partner to assist them. Smart ones seek help from experienced companies, such as Broadcom for aid during transformation.

The New Environment for operations

First, a review of emerging changes affecting enterprise operations. Then, we look at Broadcom’s efforts and experiences.

One change encourages severe limits, if not elimination of face-to-face contact. Limits, mandatory and recommended, affect social distancing, group gathering, face masks drive process changes while speeding the intelligent service automation even as they foster increased cooperation and remote interaction. Security concerns expand the use of facial-monitoring/-recognition technologies, robot/drone usage, automated order-checking, etc. Problems vary by geography, industry, company, but commonalities exist.

Reduced face-to-face contact via on-line transactions has been trending for some time. But escalating pressures for no/minimal contact expand and speed its adoption. The impact is reflected in marketing, messaging, even delivery. One US pizza company no longer advertises speedy delivery of hot, customized pizzas with cheesy crusts. Instead, it is the joy of no-contact pizza procurement. From order to delivery “untouched by human hands” thereby avoiding viral infection.

Consider automobile purchasing. For decades, a highly personal, interaction occurring in dealership showrooms. In a contact-intensive process, potential customers physically examined, and test drove automobiles. Eventually, negotiating a purchase with a sales rep. What happens when today’s contact-adverse customer wants a car? An acquaintance wanted a high-end SUV but wanted no in-person contact. He wanted a contact-free process from research-to-purchase. His first-choice dealer required face-to-face contact. He found a Mercedes dealer able to do everything on-line. From arranging the test-drive to the post-purchase pick-up, all done with no in-person contact.  

Enterprise transformation is a must today. Fortune Magazine reports[2] that over 63% of executives are accelerating their investment in digital transformation during Covid-19. The impact is felt in many areas including planning, employee relations, staffing, personnel policies, etc. Companies that adapt, will thrive, those delaying or refusing to adapt, will falter, even fail. Broadcom helps customer to successfully  transform.

Broadcom Partnering and Investing for Customer Success

Transformations require major operational changes. It may require new or modifications to existing apps, skills training and enhancement, or process adjustments involving or dependent upon IT. It requires cross-enterprise coordination and cooperation among multiple staffs. All completed as soon as possible.

Broadcom focuses on forming close working partnerships with its customers. This helps them develop programs that provide value beyond just software. Programs include Win-No-Fee Services, multiple training/knowledge sharing options, Consumption Licensing, and Mainframe Resource Intelligence (MRI) which are customized  mainframe health, optimization, and rationalization assessments . Customer defined projects range from accelerating product deployments to gaining larger, faster ROI from existing infrastructure. Key to their success is the emphasis on services and products that will deliver visible benefits. Let’s take a deeper look at some of these  programs.

First, Win-No-Fee Services provide client staff with access to Broadcom resources that will help customers identify and pursue ways to ”get more from their mainframe.” Resources are made available to help customers complete specific transformation projects with defined, measurable goals. These free migration services help speed ROI from your software rationalization efforts.

Resources deployed include Broadcom products, SME (subject-matter-expert) services, training, and access to specialized (proprietary, non-product) utilities/tools. Broadcom staff can work on-site, or bring customer IT staff in-house for side-by-side training, cooperative research, etc. Performance metrics have included successful process revision, product deployment, portfolio rationalization, etc.

Second, multiple education and training[3] options are offered. These range from basic mainframe-introduction to skills training for experienced mainframers. Both free and for-fee activities, training, webinars, seminars are available. Classes are offered on-line as well as in-person.

To help recruit and train new mainframe talent, Broadcom's Vitality Program partners with customers to recruit and train new mainframe talent. At no cost to the customer, a prospect participates in a rigorous training and mentoring program. Customers can evaluate participants, and potentially hire graduates.

An Executive Learning program is dedicated to help executives understand the mainframe and its potential to contribute to enterprise success. It also helps executives promote interaction and cooperation among IT (and other) staff groups as they search for solutions. Originally designed as a face-to-face classroom experience, popular demand is driving it to be offered as an on-demand, on-line course.

We can’t cover all services here. Others to examine include a Mainframe Consumption Licensing model that simplifies the pricing model to help customers manage and maintain predictable costs and detailed assessment programs that identify opportunities for improvement and savings through proactive maintenance (Mainframe Health), and better workload management (MRI). These are powerful tools that increase awareness of and extract the potential of added value residing in mainframes.  

The Final Word

Broadcom uses frequent, close cooperation and interaction with customers to better understand and help them become more proficient at leveraging their existing resources. This also provides insights that guide Broadcom’s future direction and strategy.

The Broadcom team demonstrates it has significant technical expertise and managerial skills. In our discussions, they handled both detailed technical questions and business inquiries. Broadcom gave an excellent review of their ability to aid customers in leveraging the mainframe as part of the transformation process. They provided details on their own application of technology to address customer needs.

Nothing wrong there, but every technology vendor bombards clients with such details. What few do is connect the application of technology to the enterprise customer’s goal which is, or should be, attracting and servicing their customers.

In many enterprises, technology is viewed as a delivery or enabling vehicle to get a service, product, benefit, or experience to a customer or market. Broadcom’s immediate customers want a successful IT transformation. However, that customer’s real success comes from effectively, economically leveraging their infrastructure to meet their customer’s needs.

Broadcom has demonstratively proven knowledge and expertise at training mainframe teams to accelerate the transformation process. We suggest that the Broadcom team move beyond technical details and challenges to address the next level of enterprise interest, i.e. how technology, and specifically transformation help drive business success. Broadcom’s makes this happen in their partnerships. They can benefit by making the connection explicit. 

Finally, Broadcom should consider conducting an inventory of company assets and resources with the view of commercializing them even more. In-house tools and utilities used to help customers migrate applications are likely candidates for productization.The more we speak with Broadcom, the more impressive they appear to be. We look forward to hearing more from and about them.

 


Thursday, August 27, 2020

IBM POWER10 – to arrive in 2021 with high expectations!

 

POWER10 chip Courtesy IBM     

We have followed IBM’s POWER products[1] since their first appearance as “Power PC”, when even some Apple systems had a POWER microprocessor. We followed its evolution with commentary, analysis, and insights on its evolution and improvements up to the current (Aug. 17, 2020) IBM POWER10 announcement. Overall, we are fans, believing it to be a worthy challenger to Intel’s server market domination. Here we review and comment on the latest announcement. All quotes are from the press release[2].

If it meets IBM’s expectations, POWER10 is potentially an impressive, market-leading product. Here’s a summary of some of its anticipated advantages as stated in the IBM press release:

  • This will be “IBM’s first commercialized processor built using 7nm process technology”.  It “is expected to deliver up to a 3x gain in processor energy efficiency per socket” over a comparable POWER9 chip. This “anticipated” 3-fold improvement far exceeds the typical 30% or so of past incremental increases. It “is designed to allow new POWER10 systems built around this chip to support up to 3x increases in users, workloads and OpenShift container density for hybrid cloud workloads as compared to IBM POWER9-based systems”. 
  •  An embedded Matrix Math Accelerator is “expected to achieve” faster AI inference performance of 10X for FP32, 15X for BFloat16 floating point and 20X for Integer. AI inference is becoming central to modern data processing. If realized, the implications of these performance jumps are huge. 
  •  Memory Inception, a new technology, allows clustered POWER10 systems to share direct access to each other’s memory. Thus “creating multi-Petabyte sized memory clusters” without any one system having an excessive amount of memory. Imagine the impact on memory-intensive apps like SAP, and the cost savings from avoiding “over-provisioning” to meet demand spikes.
  • Security enhancements include “hardware memory encryption for end-to-end security and faster cryptography performance…additional AES encryption engine” meets “today's leading encryption standards” while “anticipating” future needs such as for quantum-safe encryption protocols.
  • IBM POWER10 has more enhancements than we discuss here, e.g. hardware co-optimized Red Hat OpenShift for one. These are covered in IBM’s press release.

 Some Points to Ponder: A close reading of the press release reveals interesting information. IBM and Samsung collaborated to deliver this chip. As IBM sold its chip business to Global Foundries several years ago, Samsung Electronics will manufacture the chips.

 The press release clearly states ALL performance claims are based on “pre-Silicon”  engineering analysis of various environments. An indication to us that they come from theoretical, most likely computer-generated models. There are no measurements from functioning hardware. First system shipments are expected in the second half of 2021, i.e. 12 to 16 months from now. Most customers will not see a system until some time in 2022 when volume shipments will most likely occur. These dates (targets) are a long time away in this industry. Many things can and will change.

 Early announcement of new POWER systems is not surprising. IBM clearly expects to see newsworthy improvements in efficiency, performance, and capabilities.  Still, we look forward to substantive data from a real product before granting any rewards. Savvy readers will review the press release and form their own opinions about this situation and how it should factor into their plans and/or interest.



[2] The Aug.17, 2020 press release can be found at:  https://tinyurl.com/yxs4hhqk. We recommend readers review the document. Comments are based on the version of the document as seen Aug. 20. We use some IBM terminology in this document.