Open Text Corporation · TSX:OTEX

Open Text — Investor Day (November 2014)

58 slides from Open Text's investor day presentation, Nov 12, 2014

  1. Slide 1: OpenText Enterprise World 2014

    4 © Min, “7? °% OPENTEXT yy 4, @ % 2, OF 4, % ENTERPRISE WORLD 2014 Mn, % % eo Oo \ Be t i @- “=, = . Ss _ «oS = “Ooo -@ ato eee e ee ° 23 Creating a Digital-First World = a SIMPLIFY. TRANSFORM. ACCELERATE. SiO ° g so ¢ oe ey oe, W620", S 30 oe _ RY

  2. Slide 2: Investor and Analyst Day

    Investor and Analyst Day Wednesday, November 12, 2014 John Doolittle Chief Financial Officer

  3. Slide 3: Safe Harbor Statement

    Safe Harbor Statement Certain statements in this presentation, including statements about the focus of Open Text Corporation (“OpenText” or “the Company”) in Fiscal 2015 on growth in earnings and cash flows, creating value through investments in broader Enterprise Information Management (EIM) capabi

  4. Slide 4: Today’s Agenda

    Today’s Agenda Wednesday, November 12, 2014 8:30AM – 11:55AM EST Attend conference keynote and choice of EIM Technology track keynotes 12:00PM – 2:30PM EST Investor and Analyst Day Lunch Presentation Asia 1, Dolphin Hotel 2:45PM – 6:00PM EST Attend choice of breakout sessions and explore the partner

  5. Slide 5: Presentation Agenda

    Presentation Agenda Speaker Title Time Topic Mark J. Barrenechea CEO 35 mins Company Update EVP, WW, Field Jon Hunter 15 mins Growth Drivers Operations Gary Weiss SVP, Cloud Services 10 mins Cloud Strategy Muhi Majzoub SVP, Engineering 30 mins Innovation Update Mark J. Barrenechea CEO 5 mins Wrap Up

  6. Slide 6: Investor and Analyst Day – Mark J. Barrenechea

    Investor and Analyst Day Wednesday, November 12, 2014 Mark J. Barrenechea President and CEO

  7. Slide 7: Creating a Digital-First World

    Creating a Digital-First World SIMPLIFY TRANSFORM ACCELERATE Reduce costs, improve Consolidate and upgrade Increase the speed of efficiencies and increase information and process information delivery through competitiveness platforms integrated systems “Digital leaders outperform their peers in ever

  8. Slide 8: Industry Demand Drivers FY15 OpenText Growth Drivers

    Industry Demand Drivers FY15 OpenText Growth Drivers ① Digitalization – “Digital Leaders are growing sales at an average of 2.5 times that of their sector peers…Digital Transformation can boost the bottom line by 50% over Compliance and the next 5 years.” Product Product Adoption Regulated Innovatio

  9. Slide 9: Proven Business Model. Consistent Execution.

    Proven Business Model. Consistent Execution. The OpenText Intelligent Growth Business System (“OTIGS”) #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  10. Slide 10: Enterprise World 2014 – Key Messages

    Enterprise World 2014 – Key Messages  Unique point of view: EIM and the Digital-first agenda  World-class leadership team  Major Cloud Update 1950 Attendees  OpenText Core  Managed Cloud Services 464 Partners  Consumption Flexibility  Customer Acceleration Programs 181 Sessions  Trade up: co

  11. Slide 11: The OpenText Executive Leadership Team

    The OpenText Mark J. Barrenechea Executive Leadership Team President and Chief Executive Officer, Director John Doolittle Jon Hunter Gordon Davies James McGourlay Russ Stuebing Chief Financial Officer EVP, WW Field Chief Legal Officer SVP, Global Customer VP, Corporate Operations Service Development

  12. Slide 12: The Nexus of Forces in a Digital-First World

    The Nexus of Forces in a Digital-First World DISRUPTIVE CHANGING MASS INFORMATION TECHNOLOGIES DEMOGRAPHICS RE-PLATFORMING VOLUMES Wearable Technology, 5G Digital natives who have Everything is going to change Growth in information volume, Networks, 3D Printing, grown up with access to velocity, var

  13. Slide 13: Digital-First

    Digital-First Customer Supply Journey Chain An opportunity to redefine business Innovation Business New Business Models Generation Z New Workforce Insights and processes #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  14. Slide 14: Our Key EIM Strategies

    Our Key EIM Strategies Three Markets Information B2B Compliance Management Integration Five Technology Pillars Discovery BPM ECM CEM IX Three Deployment Options On Premises Hybrid Cloud Simplify Transform Accelerate #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  15. Slide 15: Recurring Revenues

    Recurring Revenues • The OpenText view on recurring revenues includes: Cloud Services, Professional Services, Customer Support • We have a history of increasing recurring revenues • Over $1B recurring revenue in FY14 • FY15 Target Model for recurring revenues: 80% to 85% • We have grown cloud servic

  16. Slide 16: Our Cloud Mission

    Our Cloud Mission #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  17. Slide 17: Cloud Winning Strategy

    Cloud Winning Strategy Managed Cloud Services Cloud Applications • B2B Managed Services • OpenText Core • EIM Managed Private Cloud • Active Applications • Secure Mail • Secure MFT • Case Management 870 Customers 6,000 Customers Cloud Platform • Trading Grid PaaS Based Messaging Services OpenText Cl

  18. Slide 18: More Customer Flexibility and Choice

    More Customer Flexibility and Choice The OpenText Cloud On Premises Managed Cloud Services Public Cloud Perpetual Term Cloud Cloud B2B Managed PaaS SaaS Perpetual Subscription Services License the License the License the License the Cloud Outsourcing Transaction Easily buy and use software and own s

  19. Slide 19: Blue Carbon

    What’s New T G 1 5 S P 1 BLUE CARBON #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  20. Slide 20: Acquisitions are Core to Our Business Model

    Acquisitions are Core to Our Business Model  We operate strategic platforms vs. optimizing individual assets  Completed 48 acquisitions in 20 years using $3.4b in capital.  We are a disciplined, value buyer, with a clear point of view on what discipline and value means  On-board targets to our o

  21. Slide 21: Capital Allocation

    Capital Allocation #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  22. Slide 22: FY15 External Target Model

    FY15 External Target Model* Fiscal 2015 Fiscal 2015 Target Revenue Type Q1 actuals Model As a % of revenue As a % of revenue Product License 13% 15 - 20% Cloud Services 33% 28 - 33% Product Maintenance 41% 35 - 40% Professional Services 13% 10 - 15% Non-GAAP Gross Margin Product License 95% 94 - 96%

  23. Slide 23: OpenText Enterprise World 2014

    4 © Min, “7? °% OPENTEXT yy 4, @ % 2, OF 4, % ENTERPRISE WORLD 2014 Mn, % % eo Oo \ Be t i @- “=, = . Ss _ «oS = “Ooo -@ ato eee e ee ° 23 Creating a Digital-First World = a SIMPLIFY. TRANSFORM. ACCELERATE. SiO ° g so ¢ oe ey oe, W620", S 30 oe _ RY

  24. Slide 24: Investor and Analyst Day – Jon Hunter

    Investor and Analyst Day Wednesday, November 12, 2014 Jon Hunter EVP, WW Field Operations

  25. Slide 25: What We’re Focused On

    What We’re Focused On Profitable Profitable Profitable Growth Growth Growth #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  26. Slide 26: Select Key Field Programs

    Select Key Field Programs Developing our Sales Leadership Digital Transformation Point of View #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  27. Slide 27: Growth Agenda

    Growth Agenda THINK BIG. PLAY BIGGER. CONTINUE EXPANDING CLOUD SERVICES REVENUES CONTROLLED EVOLUTION BUILDING STABILITY AND CONSISTENCY KEY PROGRAMS SALES GLOBAL AE CAPACITY AE YIELD MANAGEMENT ACCOUNTS FAST GROWTH INSIDES SALES GLOBAL THIRD PARTY MARKETS EXPANSION ALLIANCES PRODUCTS Source: Gartne

  28. Slide 28: Market Coverage Strategy

    Market Coverage Strategy Global Accounts Top Customers and Top Customers and Go Deeper Whitespace Top Customers and Whitespace Top Customers and Accounts Whitespace Accounts Whitespace Accounts Accounts Market Units HORIZON 1 HORIZON 2 HORIZON 3 FY15 Discovery Portfolio ECM BPM CEM IX Inside Sales G

  29. Slide 29: Intelligent Deployment of Our Field Assets

    Intelligent Deployment of Our Field Assets Sales Model Market Overlay Partner Team Global SAP Top 20 Team Enterprise Mature Markets EMEA Field Services Marketing NA APAC Discovery Portfolio Renewals ECM BPM CEM IX Product Fast Growth Markets Marketing Inside Sales – Territory Account Service Partner

  30. Slide 30: Free Your Data Program

    Free Your Data Program 1. TRADE in anyone of these: Customers want to Documentum, FileNet, Interwoven, Trim, Autonomy reduce expense Enterprise Search, Symantec ClearWell, Kofax, ReadSoft. through EIM rationalization 2. For one of these: OpenText 3. And you get: growing up; competitors not S P 1 1 y

  31. Slide 31: Energy Customer Case Study

    Energy Customer Case Study From EIM partner to Digital Business Enabler  Leading oil and gas multinational  Relationship started in 2012 through SAP for Records Management & Compliance  Turning points:  Positioning OT as a strategic partner  Value proposition workshop to paint the picture of a

  32. Slide 32: Energy Tech Customer Case Study

    Energy Tech Customer Case Study  Energy optimization technology producer Global B2B Approach  Previous relationship with Customer on a few B2B transactions  OT did an audit of Customer B2B landscape:  Fragmented B2B flows B2B Global Managed Services  No global visibility  No SLA  Escalating o

  33. Slide 33: Distribution Model

    Distribution Model Direct Sales Force AE, SC, ISR, Specialists New Partners in Q1 Strategic Alliances 15 new partners in EMEA System Integrators SI / FSI VARs 9 new partners in NA Distributors OEM 11 new partners in APJ Technology Alliances #OTEW2014 Copyright © OpenText Corporation. All rights rese

  34. Slide 34: Partner Speakers

    Partner Speakers #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  35. Slide 35: OpenText Enterprise World 2014

    4 © Min, “7? °% OPENTEXT yy 4, @ % 2, OF 4, % ENTERPRISE WORLD 2014 Mn, % % eo Oo \ Be t i @- “=, = . Ss _ «oS = “Ooo -@ ato eee e ee ° 23 Creating a Digital-First World = a SIMPLIFY. TRANSFORM. ACCELERATE. SiO ° g so ¢ oe ey oe, W620", S 30 oe _ RY

  36. Slide 36: Investor and Analyst Day – Gary Weiss

    Investor and Analyst Day Wednesday, November 12, 2014 Gary Weiss SVP, Cloud Services

  37. Slide 37: Our Cloud Mission

    Our Cloud Mission Simplify Transform Accelerate #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  38. Slide 38: Cloud Winning Strategy

    Cloud Winning Strategy Managed Cloud Services Cloud Applications • B2B Managed Services • OpenText Core • EIM Managed Private Cloud • Active Applications • Secure Mail • Secure MFT • Case Management 870 Customers 6,000 Customers Cloud Platform • Trading Grid PaaS Based Messaging Services OpenText Cl

  39. Slide 39: The OpenText Cloud

    The OpenText Cloud Deployment Subscription Pricing Managed On Premises Private Hybrid Public Cloud Applications Services Information Management Compliance OpenText Core B2B B2B Managed Services EDI/VAN On Demand Platform Messaging Trading Grid Analytics Managed Private Trading Grid Cloud Infrastruct

  40. Slide 40: Platform Infrastructure

    Platform Infrastructure 37 Core Data Centers 33 Satellite POPs Woking, Slough Waterloo, Toronto, Brook Park 2B Faxes Tinton Falls, Amstelveen Ashburn Frankfurt, Paris Seoul 60,000 Customers Tokyo Lithia Springs Madrid, Lisbon Osaka 43M Transactions / Day Allen, Austin Hong Kong 3.5 PB Content Stored

  41. Slide 41: Accelerating Customers to the Cloud

    Accelerating Customers to the Cloud Managed Cloud Services Client Enablement Customer Support Services Cloud Engineering  Map Development, Maintenance  24X7 Global Technical Support  Translation & Document Routing  Release Management  Applications & Transaction Monitoring  Application Implemen

  42. Slide 42: OpenText Core Applications

    OpenText Core Applications Content Suite  Single source of truth enterprise-  Simplified experience wide  Speed of deployment  Records management and compliance  Lightweight and on demand  Work with sensitive information  Easy collaboration and information sharing  Customization or system in

  43. Slide 43: Applications

    Applications Applications eInvoice Management OpenText Core Secure Mail Order Management Media on Demand Secure MFT Community Management Case Framework Transaction Management Information Management Compliance B2B Integration #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  44. Slide 44: Marquee Customers Trust the OpenText Cloud

    Marquee Customers Trust the OpenText Cloud Digitized $65B of Digitized global Accelerating well Delivering on the best Leading the way in commerce cash being customer experience direct payments Simplified Global Solving the world’s greatest Every process starts and The performance leader World’s lar

  45. Slide 45: OpenText Enterprise World 2014

    4 © Min, “7? °% OPENTEXT yy 4, @ % 2, OF 4, % ENTERPRISE WORLD 2014 Mn, % % eo Oo \ Be t i @- “=, = . Ss _ «oS = “Ooo -@ ato eee e ee ° 23 Creating a Digital-First World = a SIMPLIFY. TRANSFORM. ACCELERATE. SiO ° g so ¢ oe ey oe, W620", S 30 oe _ RY

  46. Slide 46: Investor and Analyst Day – Muhi Majzoub

    Investor and Analyst Day Wednesday, November 12, 2014 Muhi Majzoub SVP, Engineering

  47. Slide 47: Direction: EIM Journey

    Direction: EIM Suites Blue Black Carbon Silicon EIM Journey Reporting (RKT) Analytics Managed Hosting Cloud Services Services PAAS, SAAS, Managed Services Applications Vendor Invoice Case, Contract, Invoice, Orders, Community, Business Management (VIM) Centers EIM Platform & The Developer ECM ECM, C

  48. Slide 48: Great User Experience, Reduced TCO

    S P 1 Simplified Designer Experience HTML5 Doc Viewing Seamless Interaction with Adaptive for Multiple Great User Unstructured Data Extended Role-Based UIs Devices / Tablets Cloud Enablement Experience Enriched Search Engine UI Widgets and Rest API Enhanced Extensions Media Management Contract Manag

  49. Slide 49: Great User Experience, Reduced TCO

    B2B On Demand B2B Integration Messaging Software RightFax Trading Grid: • New Data Sovereignty Options BizManager: • Expanded Archive • New Web Services APIs Great User • New Communication Protocols • UI Enhancements & Mobile App • New Communications Protocols • SAP-certified ALE Integration • API E

  50. Slide 50: The Strength of the OpenText Cloud

    The Strength of the OpenText Cloud Simplify Transform Accelerate #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  51. Slide 51: Demo: Media Management

    Demo Media Management #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  52. Slide 52: Demo: InfoFusion CIO Dashboard

    Demo InfoFusion CIO Dashboard #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  53. Slide 53: Demo: OpenText Core

    Demo OpenText Core #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  54. Slide 54: The Transition to Blue Carbon

    The Transition to Blue Carbon EIM BLUE SP1 SUITES CARBON #OTEW2014 Copyright © OpenText Corporation. All rights reserved.

  55. Slide 55: Sneak Preview of Blue Carbon

    Sneak Preview of Blue Carbon Information B2B Network  Procurement to Pay Management  Capture to Archive Flow  Mining the Grid  Total Cost of Ownership  Mobility  xECM Applications  Integration to OpenText  UI Widgets Core  Deeper Integration  Integration to Process Suite Compliance Cloud 

  56. Slide 56: Investor and Analyst Day – Mark J. Barrenechea

    Investor and Analyst Day Wednesday, November 12, 2014 Mark J. Barrenechea President and CEO

  57. Slide 57: Wrap Up

    Wrap Up • Differentiated market strategy • Experienced leadership team • Proven business model • Clear growth strategy for FY15 • New product cycles with Cloud, Core, SP1, TG15 • Adding significant cloud services revenues while expanding margins • Focus on value: operating margin, net income, cash-f

  58. Slide 58: OpenText Enterprise World 2014

    4 © Min, “7? °% OPENTEXT yy 4, @ % 2, OF 4, % ENTERPRISE WORLD 2014 Mn, % % eo Oo \ Be t i @- “=, = . Ss _ «oS = “Ooo -@ ato eee e ee ° 23 Creating a Digital-First World = a SIMPLIFY. TRANSFORM. ACCELERATE. SiO ° g so ¢ oe ey oe, W620", S 30 oe _ RY

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