This document discusses the future of cloud computing and provides an overview of key topics. It begins with an agenda and discusses how the economic landscape has evolved from the global financial crisis to the current global inflation crisis. It then covers how cloud adoption and deployment models have changed over time, moving from a focus on cost reduction to revenue generation and demand-centric models. The document outlines various risks and controls associated with cloud computing and discusses how terminology and technologies in the cloud space have evolved. It also compares the key differences between AWS and Google's approaches to distributed cloud computing.

1. 1
THE FUTURE OF CLOUD
GROW AND BE GREEN - 2022

2. 2
Agenda
Disclaimer: This presentation acknowledges and gives credit to the work of others. Necessary validation have been taken to
avoid copyright infringement. Any instances that violate terms can be removed when notified. All discussed thoughts &
opinions are my own & not that of my employer or other parties.
§ Economic Landscape - GFC to GIC
§ Inflation Impact - CIOs Mantra, Ask, Priorities
§ Cloud Evolution - Adoption from 2008 to 2022, Where are we Today
§ Post COVID - Why Cloud is in Demand
§ Cloud Impact - IT Enablement Evolution, Application Modernisation
§ Cloud Deployment - Model and Application ROI
§ Buyers Persona Mapping – How to Position Cloud Offerings
§ Why Cloud - Benefits and Financial Lens, Reality vs Perception
§ Cloud - Risks and Compensating Controls
§ Cloud - New Vocab vs Tech.
§ Distributed Cloud - Key players and Offerings, AWS vs Google
§ Cloud Strategy - Mistakes to Avoid
§ Cloud - Why Telcos are struggling and Use Cases
§ Summary
§ Upcoming Updates
§ NBN, Telstra, TPG and Future of Telecom in Australia
§ Beyond Digital Transformation

3. 3
Attribution
Licensed Under
This work is Licensed Under
No Derivative 4.0 International

4. 4
GFC to GIC
Economic Crisis Spectrum
2008 2019
GIC
2011
unable to meet the
Demand
and
are driving
The Price Rise
Bailed out by Govt.
GFC - 2
2022
Bailed out by Govt.
Govt. Rescued
COVID driven
and addressed the
GFC - 1
PIIGS
GFC: Global Financial Crisis, GIC: Global Inflation Crisis

5. 5
Inflation Spectrum
Current Inflation – Supply Side
Open
Inflation
Galloping
Inflation
Hyper
Inflation
Suppressed
Inflation
Creeping
Inflation
Demand Pull
Inflation
Cost Push
Inflation
Stagflation
Inflation Under the Hood
• Open Inflation - when the government
and the monetary authorities of a
country do not take any measure to
control the spending of the people and
let the prices rise.
• Galloping Inflation - when the price
level persistently rises over a period of
time at a mild rate
• Hyper Inflation - where the prices of all
goods and services rise uncontrollably
over a defined time period.
• Supressed Inflation - when the
government and the monetary
authorities do not allow the prices to rise
to a high level.
• Creeping Inflation - when prices rise by
3% or less per year.
• Demand Pull Inflation - the upward
pressure on prices that follows a
shortage in supply.
• Cost Push Inflation - when the supply
of goods and services decreases because
of an increase in production costs.
• Stagflation - when economic growth is
stagnant but there still is price inflation.
`
Today It is not the Demand that is rising and heating up the economy,
it's the Supply that is reduced and hence high price-driven
inflation, fix the supply issues and price inflation will come down.
The emerging Risk is of Stagflation – where economy is not growing
but but price inflation is rising.

6. 6
Key Message
CIOs new mantra in 2022 - Grow, be Green
and provide Cost Relief to the business.
CIOs Ask To Overcome Inflationary Pressure
• Short list and priorities items which have maximum
impact on growing the revenue and reducing cost
• Address the price rise by Software providers and
Service Vendors by accelerating the movement to
Cloud
• Business process and workflows to be refined and
automated for simplicity and agility
• Explore Cost Arbitrage levers for OPEX relief, Human
Capital and Innovation
• Accelerate digital investments to drive new digital
products and services and align them with business
benefits like reduced COGS and higher Revenue
• Increase the compensation of employees and reduce
spend on consultants
CIO Priority for OPEX Relief by Reducing Spend on
• Collaboration software
• Data centre build out
• Consulting, Infrastructure hardware , ERP applications
CIO Priority for Growth by Increasing Spend on
• Digital transformation
• Cloud, AI, ML, RPA
• Cost Arbitrage levers like Outsourcing and Offshoring
• Data warehouse, Business intelligence, Analytics
• Security software
Inflation Impact - 2022
CIOs – Mantra, Ask, Priorities
Interest Rate
or
Cost of Capital
Inflation
Wages
Assets
Liability
Equity
Increase in
Current
Liability
Reduction
In
Net Working
Capital
Stressed Balance Sheet
COGS
OPEX
Reduced
Earnings
Pricing,
Market
Share,
Innovation
Human
Capital
Investors,
Share Price
Impacts
Source: Gartner, HBR, Sales Academy, Forrester, Mckinsey

7. 7
Cloud 1.0
Cloud Evolution
Adoption - 2008 to 2022
2008 - 2013 2020 - To date
Cloud 3.0
2014 - 2019
OPEX Reduction
Fulfilment Centric
Scale and Agility
Revenue Protection
Fulfilment and Demand Centric
Resiliency and CX
Revenue
Protection & Generation
Demand Centric
Key Message
• Sales Trigger has evolved with the Evolution of Cloud Adoption Curve
from late 2000 to Post Covid.
• Spectrum of Primary Sales Trigger are highlighted below.
Cloud 2.0
Public
Business Function Centric
Public and Private
Primarily Business and Operational Functions
Distributed and Hybrid
Across all the Functions
(Platform of choice)

8. 8
Cloud Evolution
Where are we Today
Source: Gartner Hype Cycle 2021

9. 9
Software
Assets
Infrastructure
Assets
Virtual
Physical
Demand Centric
Fulfillment Centric
Security
Overlay
IT
Assets
Setup
Digital 1.0
Digital 1.0
Digital 2.0
Digital 2.0
Pre COVID
Digital 1.0
Digital 2.0
Digital 2.0
• Primarily business driven, business owners controlled spending
• Demand centric or CX centric assets transformed with no major
change in Fulfilment assets
• Cloud delivered on promise, CX with partial success, others like
RPA, ML, AI yet to deliver on ROI
• Overall IT spend is in decline by 5-7% FY20 & 1H FY21, however
digital and cloud spend is on the rise, driven primarily by Resilience,
ex. JIT supply chain is adapting to Resilience during pandemic
• Standardised Demand Centric Assets consulting and rollout is
growing underpinned by the rise in digital channels for revenue
generation
• Transformation for Fulfilment Assets are on the rise as the need for
information harnessing, manageability & flexibility grows
• New Tech Normal - Cloud becomes a platform of choice,
Optimisation of business process and hybrid workloads on the rise
via automation for OPEX relief, RPA, ML, AI are revived to fulfil the
change in demand profile
• Infrastructure and services outsourcing on the decline
• Concern for Remote Working & IT Assets security driving the rise in
ringfencing
• Fulfil the tactical demand during pandemic and the pent up demand
Post COVID for vertical & bespoke (expensive) solutions
During &
Post COVID
Digital 2.0
Source: Gartner, BCG, HBR, Sales Academy, Forrester, Mckinsey
Post COVID
Why Cloud is in Demand
• Digitisation and Personalisation is driving the
Consumerisation of IT (app, services on demand),
which is driving cloud adoption Post-COVID.
• Since Cloud is an enabler of consumerisation, hence
IT spending on the Cloud is in demand.

10. 10
IT Maturity
Business Silos
Standardised
Technology
Optimised
Core
Business
Modularity
Percentage
Of
Investment
(0
–
100%)
High
Flexibility
Low
Flexibility
Global
Flexibility
Local
Flexibility
Source:
2005
MIT
Sloan
Center
For
Information
Systems
Research
Cloud Impact
IT Enablement - 2008 to 2022
Cloud 1.0
Cloud 2.0

11. 11
App Strategy
1. Retain
2. Rehost (lift & shift)
3. Revise (refactor)
4. Rearch.(C. Optimised)
5. Rebuild (new build)
6. Replace (SaaS)
Cloud 1.0
Cloud Impact
Application Modernisaton
2008 - 2013 2020 - To date
Cloud 3.0
2014 - 2019
OPEX Reduction
Fulfilment Centric
Scale and Agility
Revenue Protection
Fulfilment and Demand Centric
Resiliency and CX
Revenue
Protection & Generation
Demand Centric
Public
Business Function Centric
Public and Private
Primarily Business and Operational Functions
Distributed and Hybrid
Across all the Functions
(Platform of choice)
Cloud 2.0
Key Message
• Business and IT Application Migration Strategy has evolved with
cloud adoption curve from 2008 to this date

12. 12
Cloud Deployment
Model and Application ROI
Source: Gartner Cloud Cookbook 2021
P/IaaS
Revise
SaaS Replace
App Deployment Model
P/IaaS
Rearch
P/IaaS
Rebuild
Colo
Relocate
IaaS
Rehost
ROI
Analysis
App Strategy
1. Retain
2. Rehost (lift & shift)
3. Revise (refactor)
4. Rearch.(C. Optimised)
5. Rebuild (new build)
6. Replace (SaaS)
Key Message
• Business and IT Application Migration Strategy and its ROI has
evolved with cloud adoption curve from 2008 to this date

13. 13
App Strategy/Buyers Persona
Creative,
Challenger
(Air)
Action,
Excitement
(Fire)
Stable,
Calm, Status
Quo (Earth)
Control,
Excellence
(Space)
Emotional,
Price Peddler
(Water)
1. Retain
2. Rehost (lift & shift)
3. Revise (refactor)
4. Rearch.(C. Optimised)
5. Rebuild (new build)
6. Replace (SaaS)
Buyers Persona Mapping
Cloud App Strategy – Buy In
Key Message
• Buyers persona can be mapped for various app modernisation
strategies to influence and manage stakeholders in executing the sales
strategy.
Source: Sellers from Mars and Buyers from Venus, Elements of Nature Meet B2B Sales
Image Source: Bigstock.com, istock.com Google.com, Wikipedia.com, smh.com.au, forbes.com

14. 14
Why Cloud
Benefits and Financial Lens
Financial Benefits & Risks
• Converts IT from a cost center to a value center
• Cost center - internal focussed with IT assets and process
• Value center - external focused with a financially viable business with service,
product portfolio and customer relationships
• Short term rise in OPEX % - Expect the percentage of
OPEX/run cost to rise in short term due to the continued
adoption of cloud services.
• Cash Release for other Activities - Once environment is
stable, cloud will offset increase in OPEX from other variables
like maintenance and will release the cash that has
accumulated over the past years to purchase direly needed IT
Assets.
• Pricing - Consumption-based, pay-per-transaction or
subscription-based. Enables organisations to start small with
minimal risk. Scale up once the solution is proven.
• Working Capital – for a public cloud (if required), to maintain
a healthy working capital needs injection of cash/equity or
short term finance.
• Depreciation - Is this part of IT budget.
• Enforces IT Financial Management Framework to be Applied
– Its been there for 30 years, but Cloud accelerates its adoption
religiously.
Source: Gartner Cloud Strategy
Benefits
• New Financial model
• Cultural Shift
• Rapid Provisioning
• Rapid Adoption of new Functionality
• PAYG
• Elasticity and Scalability
• Agile Development Capability
• No Capitals Costs
• Reduced Tech Resources

15. 15
Why Cloud
Reality vs Perception
Source: Gartner Cloud Strategy, Image Credit: Google
• Cloud saves money
• It depends. 13% of clients report cost optimisation/savings as a primary outcome
• Workloads are coming back from public cloud
• It is very rare for workloads to return.
• Multicloud prevents lock-in
• Multicloud primarily represents multiple points of lock-in, not necessarily freedom/portability
• Once I move to cloud, I’m done
• Cloud is not a destination
• We have a private cloud
• True private clouds are extremely rare and difficult to maintain

16. 16
Compensating Controls
Supply
• Exit Strategy, Multicloud
• Abstraction Layers
Due diligence
Availability
• Enforceable SLAs
• Data replication
• Multicloud
Confidentiality
• Data Breaches
• Encryption, RBAC
• Data obfuscation
Compliance
• Self-Auditing
• Regular Checks
• Policy-ascode
Overspend
• Cost forecasting
• Financial controls
Cloud
Risks, Compensating Controls
Source: Gartner Cloud Strategy Image Credit: Shutterstock
Risks
Supply
• Lock-In
• Concentration
• Lack of Trust
Availability
• Outages
• Service Degradation
• Data Loss
Confidentiality
• Data Breaches
• Data exfiltration
Compliance
• Policy and/or Regulatory Breaches
Overspend
• Cost overruns
• Unforeseen expenses
Key Message
• There are numerous Risks associated with Cloud and needs to be
addressed at operational level. Some key Risks and their Mitigation are
outlined below.

17. 17
Cloud Evolution
What is New – Tech vs Vocab
Source: Gartner Cookbook on Cloud, BCG, Forrester
Today
• Hybrid Cloud
• Multicloud
• Cloud Native
• Edge Computing
• Distributed Cloud
• Repatriation
• ….
Cloud 1.0
Cloud 3.0
Cloud 2.0
From
• Cloud
• I/SaaS
• Public
2008 - 2013
2020 - To date
2014 - 2019
Evolving
• Cloud
• I/P/D/SaaS
• Private vs Public
• Co Location
• …
Cost Revenue
Fulfillment
Demand
Side
Generation
Run - IT
Transformation
Grow - Digital
Transformation
Economics
• Cloud has evolved from IT enabler to Business
enabler and has become the platform of choice for
Business and IT.
• CX and Resiliency are the new mantras for cloud
enablement of services and applications.
Cloud 1.0
Cloud 3.0
OPEX Reduction
Fulfilment Centric
Scale and Agility
Revenue Protection
Fulfilment
&
Demand Centric
Resiliency and CX
Revenue Protection
&
Generation
Demand Centric

18. 18
Distributed Cloud
Key Players - Offerings
Source: Gartner, HBR, Sales Academy, Forrester, Mckinsey, BCG
VMs K8S Storage Functions DB Svc. Mesh Automation
AWS EC2 EKs EBS, S3 RDS App Mesh
Cloud
Formation
Google
Anthos
(VMs)
GKE Cloud Run
Anthos
Svc. Mesh
Config.
Mgmt
Azure VMs AKs
Azure Disk,
Blob
Azure
Functions
Azure
SQL
Res.
Mgr
Hybrid
Cloud
Public
Cloud
Edge
Computing
Distributed Cloud

19. 19
Min Max
Low
Control
High
2022
Portability
Android
of Cloud
Multicloud
Paradise
Walled
Apple of Cloud
Gartner Says
”CSP-native and multicloud
architecture are pulling in different
directions — and have a heavy impact
on exit strategy”
Distributed Cloud
Battle – AWS vs Google
Key Difference Between Multicloud of AWS and Google
AWS
• Deep integration with cloud provider capabilities
• Walled garden
• Consistency
• CSP-native
Google
• Deep integration with multicloud stack
• Portability layer
• Flexibility
• Container-native
• The battle between cloud-native (like AWS) and
multicloud are creating challenges in Cloud Strategy and
Digital Enablement.
• Both options have a place in the distributed cloud across
the enterprise, hence cloud strategy formulation must take
care to avoid contradiction.
Source: Gartner, HBR, Sales Academy, Forrester, Mckinsey, BCG
Google
AWS
Azure
IBM/Redhat

20. 20
Cloud Strategy
Mistakes to Avoid
Top Mistakes in Building a Cloud Strategy
• Assuming it’s an IT (only) strategy, not involving business
• Not having an exit strategy
• Combining a cloud Strategy with cloud adoption/migration/implementation
• “It’s not too late – we’re already executing,” redoing everything
• Equating a cloud strategy with “we’re moving everything to cloud”
• Our Cloud strategy is our data centre strategy/it’s “all in” or nothing
• Our strategy is by executive mandate
• We’re a <fill in vendor> shop so that’s our cloud strategy/we need a single vendor cloud
strategy
• Outsourcing your cloud strategy
• We are “cloud-first” and this is our strategy
Source: Gartner Cloud Strategy, image Credit: Shutterstock

21. 21
Telecom Cloud Evolution
Offering - 2011 To date
Key Message
• Telecom Cloud has evolved from an early infrastructure offering to
a solution centric and to being an aggregator.
• Telecoms are struggling to get ROI in this domain which is still
growing by 30-35% YoY.
IT
Infrastructure
Centric
2011
Solution
Centric
Enablement
Centric
Broker/Aggregation
Centric
2014 - Beyond
GTM
Cloud
0
10
20
30
40
50
60
70
CSB Prosumer
CSB SMB
CSB
Enterprise
CSB
Other
Last Mile
Ntwk
WAN
IP (HW/SW)
Colo
White Label
Iaas
IAAS
Cloud
Enabled
Mgd Svc
B2C
B2B2C
B2B
M2M
Cloud Offering Heat Map
Portfolio Mix
SAAS
BPAAS
PAAS
IAAS
CSB
Cloud Service Broker
Source: Gartner

22. 22
Telecom Cloud
Emerging Use Cases
Key Message
• New Emerging Uses Cases for Telecom Cloud are a great
opportunity for Telecom players to realise ROI form cloud
investments.
Hybrid
Cloud
Public
Cloud
Edge
Computing
Distributed Cloud
• Metro Area Community Cloud – Smart City
• 5G Mobile Cloud – Carrier Network
• IoT Edge Device – Edge Cloud
• On Premise Public Cloud - DC
• Network Edge Cloud
Source: Gartner Cloud Strategy, image Credit: Shutterstock

23. 23
Summary
Future of Cloud
• Cloud has evolved from IT enabler to Business enabler and has become the
platform of choice for Business and IT.
• CX and Resiliency are the new mantras for Cloud enablement of Services and
Applications.
• CIOs new mantra for Cloud is to Grow, be Green and provide Cost Relief to the
Business.
• Telecoms are struggling to drive ROI from Cloud investments.
• Battle between Walled and Open Cloud Providers is heating up.
• The Future of Cloud Is Distributed, Ubiquitous and the Underpinning of
Composable Business.

24. 24
Upcoming - Q1 & Q2
POV Updates
§ NBN, Telstra, TPG and Future of Telecom in Australia
§ Beyond Digital Transformation

25. 25
Disclaimer: This presentation acknowledges and gives credit to the work of others. Necessary validation have
been taken to avoid copyright infringement. Any instances that violate terms can be removed when notified. All
discussed thoughts & opinions are my own & not that of my employer or other parties.
For further information, please contact:
Name: Vishal
Address: Melbourne, VIC 3000 Australia
Mobile: 0468 675 566
Blog: https://blog.sharmavishal.com/
Twitter: https://twitter.com/sharmavishal