Krones Ag · XETR:KRN
Krones — Investor Day (September 2018)
23 slides from Krones's investor day presentation, Sep 18, 2018
Slide 1: Syskron X
Erstellt von: SYSKRON X Datum: 06.07.2018
Slide 2: Focus of digitalisation at Krones
2 |SYSKRON Focus of digitalisation at Krones Focus today Software solutions Software solutions for our customers in Digitalisation of the for our Service the beverage Krones Supply Chain business industry Production related IoT-Platforms software solutions AI and Data Science
Slide 3: Where and how much we invest
3 |SYSKRON Where and how much we invest Consulting Revenue (2019p) Platforms MES Systems SAP Integration Processcontrol- small 2 digit systems mio € FTE (2019p) ~300 FTE Invest until now Digitalisation 15 Mio.€
Slide 4: The market for MES in the liquid food and beverage industry
4 |SYSKRON The market for MES in the liquid food and beverage industry Growth MES Markt - Global Growth drivers in the markets Liquid food and beverage industry In Mio. USD Main drivers by MarketsandMarkets.com 1.000 Increasing demand for "paperless" operation of 900 the plants, process automation
Slide 5: The US market MES is the largest in relation to the other regions
5 |SYSKRON The US market MES is the largest in relation to the other regions Market share MES – by region Growth by region Liquid food and beverage industry 20181) Liquid food and beverage industry 2018 Global 800 ROW Europe 700 19,00% 600 24,37% 500 400 300 USA 20,63% APAC Europe 200 36,00% APAC 10
Slide 6: Competitive situation at IoT-platforms
6 |SYSKRON Competitive situation at IoT-platforms Comments IoT Provider for infrastructure Provider (Microsoft, Amazon, …) Different providers enter the market for IoT- platforms Based on the collected data on the condition of the machines the optimization of the production processes and increas
Slide 7: The role of artificial intelligence (AI) according to IoT-platforms
7 |SYSKRON The role of artifical intelligence (AI) according to IoT-platforms (1/2) Note AI combines different elements to automate processes, e.g for increasing the production The aim is to raise the productivity in the production for the High Performance customers in the liquid food industry C
Slide 8: AI: data quality is more important than data quantity
8 |SYSKRON AI: data quality is more important than data quantity data quality AI teachable Increase of quality and quantity huge volume of data of the B2C-business (Google, Twitter, …) small specialized B2B data (Maschinen- und Anlagenbau) AI not teachable data quantity
Slide 9: Workplace creates creativity
9 |SYSKRON Workplace creates creativity
Slide 10: Syskron X
Erstellt von: SYSKRON X Datum: 06.07.2018
Slide 11: What we do
WHAT WE DO We know the beverage industry! That’s why we built a flexible open platform, integrating customers assets, facilitating pro-active decision making, to help our customers achieve competitive advantage along the beverage supply chain.
Slide 12: Digital functions
12|SYSKRON Data-driven planning Digital functions Partner Demand Track & Trace AI Production Inventory Product Financial data (Social…) data data Data Hub data data data data Brilliant Connected Intelligent Beverage Smart Procurement POS transport Factory Warehouse 4.0 Distribution Filling & Consume
Slide 13: Partner Network
13|SYSKRON Customer Partner Network Service Service Service Service Service Development Software Marketplace ▪ Utilize pre-built models from Syskron and world-class partners Software as a Service SaaS Share2Act Premium models ▪ Create modules using Share2Act DevOps environment and services ▪ Leverag
Slide 14: 14| SYSKRON
14|SYSKRON PRESCRIPTION PREDICTION Service CONDITION Service Service VISUALIZATION Service Service Service CLOUD Service Service Service CONNECTIVITY Service Service PaaS IaaS Service
Slide 15: Share2Act — the dynamic factory platform
15 | SYSKRON rN Share2Act — the dynamic factory platform . Gy )( SYSKRON
Slide 16: Data Points, Cloud, ReadyKit
16|SYSKRON Data Points Cloud ReadyKit 9/17/2018
Slide 17: 17| SYSKRON
By UO Cc uv U WY © aa) © a )( SYSKRON
Slide 18: Marketing Reality
18|SYSKRON Marketing Reality Drive a car Have emotions Beat human at chess Draw a picture Understand machines Be a lawyer Knowledge Good Data Enough Data AI can be trained for specific purposes. With hard work and good data.
Slide 19: Artificial Intelligence and the beverage industry
19 | SYSKRON r’& Artificial Intelligence and the beverage industry Gy Not only a beverage thing ... Elevator company collected SAN we . . data for the last 30 years O Artificial Intelligence is marketed as + generic cure for many problems © ‘ Still no relevant predictive use cases (7) Expectations t
Slide 20: Why do we have a Data Science Team?
20 | SYSKRON r’& Why do we have a Data Science Team? Gy Using Cloud-based Big Data Technology Predictive Maintenance on machine Analytics based on non-sensor data. E.g. Forecast the time-to-live for &) & & data, like revenue forecasting sensitive parts a“ Bundle logic into Share2Act modules Consult
Slide 21: How does Data Science look like?
21 | SYSKRON How does Data Science look like? r& Gy Example We train statistical models on historical data to identify and act on patterns & anomalies in the ongoing production: 1.254 — Einlaufstern_Strom_Produltion 0 5.0e+5 1.06+6 1.5e+6 — Einlaufstem_Strom_Leerlauf 0 5.0e+5 1.06+6 1.5e+6 )( SYSKRO
Slide 22: What makes our Data Science team so strong?
22 | SYSKRON . r& What makes our Data Science team so strong? Gy * Cross-functional team with backgrounds in math, physics, statistics, psychology and software development = We know what drives and slows the beverage industry. We focus on these painpoints * While being customer centric, we still hol
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