 Okay, welcome back everyone. We're here live in San Francisco for the Amazon Web Services Summit. This is theCUBE, SiliconANGLE's flagship program. When we go out to the events and extract the signal from the noise, I'm John Furrier, the founder of SiliconANGLE. I'm joined by a special segment here from the guys go out and make it happen at Capgemini, big consulting firm, been in huge history in IT and computing industry, rolling out solutions and helping customers and our guests are George Diel and James Coasey from Capgemini. George, you're the North America SAP Initiative deal manager and leader. And James, you're the strategic alliances everybody, technology and the platform. So you got the knowledge of the domain of the tech and you got the customer problems over here. So I had to ask both of you first question. What is the biggest transformative thing that gets people on cloud? What is it that, what's the one lever? Is it cost? Is it economics? Is it top line? Is it something else? What's the transformative single biggest element? You want to start or you want me to? Yeah, I can start. So the biggest thing that we're seeing besides the cost is really the speed to agility, right? So we're talking about SAP or large ERP implementations that normally take months to implement that and to get the IT infrastructure ready for that. So we're really seeing more of fast forwarding than that or starting quicker project launches, project starts. So speed is what we're really seeing. Do you think agile, well, speed agility? Yeah, okay. Yeah, and if I could just add on to that, literally we're able to take one of our path solutions, one of our industry solutions, do a demonstration with it, configured uniquely for our customer's requirements that they're trying to confirm in that demo with their master data. If they like it, if everything goes the way that they want it to, we can take that copy of that gold client, literally begin implementation and we can gen that up in minutes and I'll use the energy path example for this thing, literally in minutes versus procuring hardware and rolling that out, it could take weeks and weeks. Yeah, so that's the speaking. Let's talk about what you guys do and you guys have a core practice and all your competitors, similar DNA going back to the old days, the mini computer days or mainframes, you can go back further. Some of them, some of them. The cycles were long, so scope it out, roll it out. It was a gravy training, right? I mean, people made a lot of money in those days and then client server days. And then, but now it's, you have shorter cycles, speed to value, but cloud is disrupting the services and business analysis. So like your businesses are disrupted because you have to adapt or die, right? So if you guys don't adapt as an organization helping your customers, you could be a victim of the disruption around this cloud. So the question is, George, we'll start with you. What is this doing to your business value chains? I mean, how's it changing how you source customers and deliver value to them? Obviously the product mixes will change a bit, change can come in on that, but like the end of the day, your business models being disrupted. How are you guys responding? Well, I tell you, I think it was back in like 2010 timeframe, they came up with something called OnePath. It's a OnePath offering is what we're calling it. And it's where we take the SAP license and we bundle it with some of our services and we're able to offer it as like a monthly payment, if you will, across a five or a six year term. And so we're able to take the AWS element and bundle that right in. And it works great because of the optics nature of AWS. But you still do the same thing that your customers you're talking about and you hold their hand and making sure things cool with them, your adjunct to their resource base. We do. Same thing, right? Same model. We are literally taking the complexity out of SAP implementations, running SAP long term. I mean, that's definitely part of our go-to market strategy. James, do you bring anything in-house? Let's, so the, now your business might change a little bit. Maybe you don't buy servers, but in the old days you'd have to be a domain expert on this stuff. So James, how do you guys get the speed on the tech? And do you start offering your own services to your customers? You're now the supplier of cloud. That's correct. So we add on to what George was talking about earlier about the one-path solution. So not only are we adding the SAP development piece or the customization that's involved in that, but sort of that service wrapper around that where maybe traditional SIs didn't do that before in the past. So we're talking about doing the application management, doing the infrastructure management, managing all those pieces on them. In this case in the cloud infrastructure and AWS. So it sort of takes out all that heavy lifting that the client needs to do managing on their own on-prem infrastructure. And if they decided to do it on AWS themselves, there still needs to be some management involved there as well. You still need some management. It's just integrated in the old term, you're not just integrating anymore, you're actually delivering. Yes. So it's more of a full end-to-end solution than it is in the past, where maybe it's just a short-term system integration and then an SI of CAP Gemini will leave and then the client handles it on their own afterwards. Yeah. So that's pretty disruptive. Impacting your entire business and you guys seeing that more impact, how you guys execute and organize teams. You know, it really started out as almost a niche back in 2010 and last year was a breakthrough year for us. And we're expecting even bigger things for this year. So I think we're just, it's like the tip of the iceberg is where we're at. So it's early days still. You still see a lot more kind of change going on. Well, it actually is our default go-to market. Leveraging AWS, at least here in the US market as part of the OnePath offering, it's an every-unit item unless the client tells his other one. So how about OnePath? Was this like a pioneering effort? Was it more like you kind of pulled it out of, you know, had to answer a customer requirement or was it more of just kind of fell in your lap? I mean, how did that come to be? And then what has been the feedback of it? Yeah. So literally in 2009, a customer was basically helping us craft this solution, if you will. And so it literally has become our rallying cry all the way back to headquarters. And so people are literally walking the halls of Capgemini in France talking about OnePath. And so, and if you look at SAP's history here in the US, they've been here since 1992. And what is OnePath? Share it to folks, what OnePath is. So it's literally where we're taking the SAP license and we're bundling it with some of our services. And we can put together cash flow models to where it can be paid monthly over a six-year term. And we can take the complexity out of, say, an SAP solution with infrastructure from STAT, from the templates of best practices, we use an implementation as well as application management. What is the biggest technology hurdle that most customers have in dealing with Amazon? Do you notice anything change in terms of life? Yeah, so around that, it's more of the traditional governance models. So traditionally, they're used to running IT on-prem and they have governance models around that and certain processes around that. So it's really a paradigm shift to moving it towards the cloud. Things like security, compliance, the way their integrations work on their on-prem system. That's some of the challenges that we're having with some of the existing enterprise customers that we have today. So are you seeing Kinesis being a big deal? You want to talk about one, George? Go ahead, go ahead. I'll let you speak to Kinesis. None is familiar with that. Okay. Just to add to what you were saying earlier, though, if you look at SAP's product line, traditionally it's viewed as being the deepest, the broadest, and I'm really speaking of an on-premise. And so what we're doing is we're taking that same code line, that same on-premise code line, and we're bringing it to the cloud environment and all the flexibility associated with that. Well, guys, I really appreciate you coming on theCUBE. I want to get, you guys get the last word in, George. Tell us what we're going to expect to see at SAP Sapphire this year from SAP. What's going on in the SAP ecosystem? Is HANA healthy? Is it being pivoted? There's all kinds of rumors circulating. I mean, I love SAP Sapphire. It's always a great show. But what are you expecting to see down there this year? Well, I can't hardly speak for SAP, but I think it's a safe bet that they're going to talk a lot about HANA, right? It seems like every event, it's HANA, HANA, HANA. So I think they'll definitely be targeting that. For us, I think we're on to the next version of OnePath, if you will. We're calling it OnePath 2.0. And so expect from us more packaging of this solution and helping SAP be easier to do business with. Guys, I really appreciate you coming on theCUBE. CapCham and I, great firm. System integrator, no more. System operator, system provider, solution provider. The tech is now going to be rolled out expecting all kinds of new stuff. Like OnePath, I think it's just the tip of the iceberg. I think you can see more a la carte, push button. You know, just get stuff done in the cloud. So this is theCUBE, this is what we do. We go out to the events and just try to see them from the noise. We'll be right back with our next guest. Thanks for having us.