Microsoft has a large market share of productivity apps but faces competition from Google Suite and Apple Suite. While these competitors offer cloud and web apps, Microsoft Office 365 provides additional capabilities like local installation, rich editing, and intelligent services. By integrating data across its platforms using bots, natural language processing, and artificial intelligence, Microsoft can develop unique, supercharged intelligent services that differntiate it and capture more mindshare through new experiences on smartphones, hololens, and other devices. This strategic approach positions Microsoft to manage disruption at this inflection point in the productivity apps market.

1. [Productivity Apps]
Product Performance Gap
Manage Disruption @ Strategic Inflection Point

2. Widen the Narrowing Gap

3. Competitive Landscape
MS
O-365
O
G
A
MarketDominance
Product Revenue

4. Gap Analysis
Cloud
Web-app
Local
Install
Rich
Editing
Intelligent
Services
MS Office
365    
Google
Suite  x x

Apple
Suite
x   x
Open
Office
x  x x
Others
* x x *
Products
Features

5. Narrowing PP Gap
Forces at the bottom

6. Move to the Cloud
0
2
4
6
8
10
12
14
Time
Office365 has more than an 80% share of
market in $10bn+ revenue companies Vs. G
suite is approaching 50% share of companies
with revenue less than $50mn.
Battle ground
Microsoft Office
Google Suite
Performance

7. Managing Disruption
0
2
4
6
8
10
12
14
Time
Exert downward pressure on the competitor.
Performance

8. ? AI? ML? AR? VR? Data?
BOTS? NLP?...

9. Differentiator?
 AI and ML : Insufficient (Technology from big 4 will
remain competitive)
 Data within single ecosystem : Insufficient (not enough)
 Data security and continuity : Big factor
 Unified data across ecosystems with BOTS and NLP will
be the differentiator when effectively used to super
charge intelligent services.

10. Advantage Microsoft
 Only Microsoft can pull the data in first party mode.
 Cost-effective data pull (Leverage OS platform)
 No change in user behavior
 Data continuity and security
 No company on the planet is positioned to pull this
off except Microsoft, owing to its strategic technology
stack ownership, mindshare and market dominance.
 Possibilities ...

11. A Unique
Capability
A Unique
Capability
Basic Search : Apps Integration

12. Basic Search : OS Integration

13. Supercharged Intelligent Services
 New possibilities, for new UX on new mediums enabled
by Data, BOTS and Natural Language experiences.
 Smartphone, hololens, AI Services, AR Services ….
 Opens new possiblities for new business model.

14. Capture mindshare through
completely new experiences!

15. Why Manage Disruption?
…Strategic Inflection Point!

16. Thank you!
Stay tuned…

17. Case Study
 Case 1 : Cutting across ¾th of Microsoft revenue,
“Productivity and Business Processes” and “More
Personal Computing”
 Case 2 : Small and Medium Business Use case,
Scenario
 Case 3 : Fortune 500 Use case, Scenario
 Case 4 : Industry MindShare through personal
computing
 Case 5 : Competitive landscape of AI powered
Productivity apps and services.