 You guys, Kijun and Simo from SAP, they're going to talk about, sorry, HANA applications. So why don't we start off with, tell us a little bit about your role inside SAP and then we can kind of go into the news this morning and roadmaps and talk a little bit more about the applications you guys are building on top of HANA. Sure. Hi, Jeff. So my name is Simo Said and I drive HANA for lines of business and industries. Kijun Lee, based out of Palo Alto, the party marketing for some of the new business and consumer apps that are powered by HANA. Great. So yeah, so we saw a handful of new applications come out this morning. So maybe if we could walk us through a little bit, you know, what we heard from this morning, what the news was all about and what the overall theme is of the applications that came out today. Yeah, maybe to set up the context of this new solution. So I mean, we live in an area where big data is getting more and more important. So we tend to characterize big data by the volume of data, which is just getting more and more important. The velocity of data and the variety of data are more and more instructive coming from social media, et cetera. And there is a fourth element to characterizing big data. That's what I'm calling the fourth V, basically, which is the value. So how can you basically generate more value from your big data? And the whole purpose, basically, of HANA is to help customers transform their big data, explore the full potential of their big data, and transform this into business value. And with HANA, bringing innovations for having real-time information, working on large volume of data, being able to get access to any level of information, and accelerating the analysis and providing flexibility to any user, basically, to access the information they need, is actually just transforming the way we are developing, thinking our solutions. And the announcements that we made today is basically just a continuation of the execution of our strategy, which is to provide more value and bringing our HANA to the next level as a platform on top of which we're developing new solutions. Right. I mean, as we've been covering the big data market, we definitely feel that the application layer is really where you start to see the value. The plumbing underneath is certainly necessary and part of the overall equation. But really, the real value comes to end users in the form of applications. So why don't you guys tell me a little bit about what's different in terms of developing applications on top of HANA compared to the way SAP traditionally developed applications? What are some of the nuances and some of the changes you've had to adapt to? So the way you think application is different because you don't have the limitation that you're having in the past with limited technology, disk-based, database. So HANA is now leveraging, as you know, the power of in-memory so you can work on a larger volume of data and you can simply think about application that were not possible in the past. So if you think about it, we're helping our customers in several ways. When we announced HANA and general availability close to one year ago, we, a few weeks after, months after we started to launch the first solution, smart meter analytics was one of them, helping utility companies to basically collect real-time information from small meters and being able to analyze it for the finding patterns, trends, segmentation. For ERP customers, we were looking at areas where their performance was fairly slow because of limited technology. So we started to provide these accelerators that can help them take data from ERP, put it into HANA, and then simply do real-time reporting and analysis on top of it. So this is just two examples as to how we can rethink actually the way we design application. But the essence remains the same, that we start with the customer, we start with their business requirements, their business issues. And that's basically the essence of our development. And to build on the same point, because you can do so much data within HANA, it does change your mindset on how you develop the application designing it because given that you can run predictive analysis and simulations and other types of deep analysis, that really changes how people plan. So for example, companies are used to planning in a very linear fashion. You plan for a couple weeks, you execute, and you might look back and might not, but not you can be much more iterative. Three of us can come together in a meeting, actually run analysis right then and there on big data and simulate and say, well, here's the answer, we got back. What if we try planning this way? What would be the impact on supply chain finance and other aspects of the company? So it sees a lot of time. One of the customers for the new app that we launched called SAP Sales and Office Planning, they said this app will help us cut our planning time in half. Can you imagine how much more agile it can be given that this application will speed up the response of the man? Interesting. So what about the kind of the cultural shift that has to change at your customers to take advantage of these new applications? I was listening in on a side session earlier today, University of Kentucky, a customer of yours, and it's something very interesting that we're struggling getting the business to move at the speed of HANA, and he's actually developing some big data days to explain to his constituencies how we can use this application, get them thinking about new ways to use big data. How do you approach that? Is that something you have to think about when you're building applications, or is that a kind of a services problem after the fact you approach training and trying to teach average users to think in this new big data kind of mindset? It's a good question because they can figure out where they are, and they can take steps that make sense for them. They can start with speeding up their existing reporting analysis and making their existing business process efficient. Or if they want to go beyond that, then they can think about how do we treat our customers in a much more personalized way because we have access to big data coming from internal sources such as CRM, point of sale data and other sources, combine that with social media data, mobile data, and news feeds to really understand who are my customers and what are they looking for? Their preferences and what have they shopped in the past. Similar to the verb example that was on the keynote yesterday, today that really helps you do that as well. So marketing can think in a different way. Sales as well as the entire company. And they can even think about new business models. Interesting. And maybe just to add to this point, our strategy from an innovation perspective hasn't changed. We continue to want to provide innovation to our customers in a non-disruptive way. So today customers using ERP can leverage the power of HANA in a non-disruptive manner without changing the user interfaces they're using without disrupting the way they are working. And in parallel, as you said, there is probably other areas where transformation and change is needed because HANA can also help deliver a new data-driven business models that were simply not possible before. But that's a positive change because it can allow you to be more competitive in your market. What about the mobile paradigm? How does that impact building applications? Because I know one of the big themes here at Sapphire has been mobile. Cloud also like to get your take on that, how that impacts building applications for HANA. So what do you have to do in terms of mobile application development? Is that a separate process from the application development you might do on premise or I should say a desktop, laptop type system? How do you approach that? So the beauty of the approach and the portfolio that we have at SAP is that we can allow many combinations and give more choice to our customers. So whether they want to use their application on the desktop or their mobile. So if you think about it for an end user, you will not see HANA, right? You will see the power of HANA but you will not see HANA in action. They will leverage the real-time capabilities, the ability to work on large volume of data, etc. And I think the best way probably to summarize it is coming back to your earlier question as well is probably what Bill said in his keynote on Monday summarizing very well the approach. What we're trying to do is basically looking at accelerating things, simplifying and bringing more personalization and bringing HANA mobility as well as cloud is what is allowing us to accelerate, simplify and bring more personalization. And everything that we're bringing basically on the mobile technologies is helping us achieve this level of improvement in the performance that we deliver to our customers. So that mobility just adds a productivity enhancer almost exponentially in many ways. That goes together. I mean, what Hasso was saying this morning during his keynote that everything is mobile, yes, and you don't want to wait three seconds to get the information that you want. So that's where HANA comes into play, right? I mean, you have large volume of data but you want something that is very simple, easy to consume and relevant in your business context, whatever you're doing. And if you're my customer in sales, I'm meeting with you with an iPad and there's HANA on the back end. I can meet with you and run the analysis as you're asking me questions and tell you to answer right away instead of me saying, let me give out to you in a day, which we lose context and momentum as well. Right, absolutely. And that's what customers expect now in customer service. So both on the business and the consumer side. So we were talking a little bit earlier about kind of the consumer versus business application. So how is SAP approaching that? Sure. So I get this question a lot. Why is SAP building consumer apps? And the reason is simple. Many of our customers are in consumer-facing industries, whether it's CPG, utilities, Hellco, media and others. All their customers are consumers. So what we're doing is we're building out consumer-facing apps, whether it's an iOS app, Android, Facebook, Web app as well. Building business apps as well to help our business customers connect to consumers in innovative ways. There are many technologies that have come up, as we all know, social media, mobile and others, where companies have an ability and opportunity to engage them in really interesting ways. So some of the apps that I can talk to you about are for retailers. To enable consumers a personalized shopping experience, because we can gather information about their location, their preference, let's say they're really into organic or fair trade, types of products. And we can connect to the backend system of a retailer, CRM, point of sale data, even supply chain for available information. Bring the two together, big data, external and internal data. Have the right context about you. As you're in the store, send you the right promotion and recommendation in the moment as you're shopping, as opposed to when you walk out. And then we send you information, which is too late at that point. Okay, great. All right, guys, well, thanks so much for joining us today. Great conversation. We're talking about hand applications. I'm sure we're going to see a lot more from you guys in the coming weeks and months. So thanks for joining us. We'll be right back after this short break. Thank you. Thanks, guys.