 Live from San Francisco, it's theCUBE, covering Informatica World 2016. Brought to you by Informatica. Now, here are your hosts, John Furrier and Peter Burris. Hey, welcome back everyone. We are here live in San Francisco, California for Informatica World 2016. This is SiliconANGLE Media's theCUBE. It's our flagship program. We go out to the events, extract the scenes of the noise. I'm John Furrier with SiliconANGLE. My co is Peter Burris for day one wrap up of Informatica's Informatica World. Hashtag infa 16, that's their ticker symbol with the word number 16 for 2016. Peter and I are going to wrap up and kind of synthesize day one and kind of look to day two. We got a teaser, we got all the data from the news and it's going to run down the news real quick and then I'll get into some specific questions I have for you because and I'm sure you might have some for me because we had some great interviews. I want to, and can't wait to get to the conversation about the healthcare one because I know I can't wait to answer those. But the top news is essentially data 3.0 is their message to power business. That's their kind of theme. Data 3.0, I guess that's kind of a, trying to simplify this notion that data is really critical. Data first, data is hard. Data with a purpose as Peter quoted earlier on the CUBE here. They also announced self-service analytics. This is a kind of core theme. New era, I'm not sure it's a new era of self-service but certainly a focused effort on self-service. That intimates the cloud and of course they had the unveiling of their first enterprise class integration cloud called I-PASS, integration platform as a service with message data management, B2B gateways did data integration hub. And also the other key top line messages, data at the speed of business. I mean, we've heard that before but what does that actually mean? That's really the productivity of IT and each one of these releases has that kind of message. Of course, data lake, intelligent data lake powering marketing. A new offering by Informatica, taking internal development that they've productized as a new offering. And then finally, the business value with customer data. So IT messaging, you've got C-level messaging, you've got kind of developer, cloud, native cloud app, SaaS messaging and essentially it's all about data, data management and metadata. And so Peter, that's the hard news. So let's get through the interview. So we started out with the comms executive kind of laying out the messaging, okay, great. 3000 people sold out, really a big focus on data. But Jerry Hells, who's done the board, really came back on the queue, kind of nailed it. This is about real time. He kind of synthesized that. What's your take on that? Because I think that's a good starting point. Talk about that. He was saying, it's not about looking back for insights. Yeah, that's okay. Or looking forward, predictive and prescriptive. It's about the now, in the moment. I love that message from him. Your thoughts? Yeah, I actually pretty strongly agree with him. That his core message is that as we move from a data orientation, that is what has happened and a data orientation to what's going to happen where we can all kind of agree to right now, that the value of data only increases. And I think, John, that we need to applaud Informatica. There have been a lot of companies over the years who've identified themselves with data. You know, the database management company or the data analytics company or whatever else it might be. Informatica's kind of stripping a lot out of way and saying data company, that we are going to be, we want to be associated with data as data fueling the business. But what we've also heard, and Jerry bought it up in this notion of value, is that there's still a lot of work to do as we try to diffuse this concept of data as a source of value in and of itself that needs to be taken care of, that requires tooling to maximize its value, that requires new ways of learning and new ways of thinking to make use of it. Data is still hard. And what I think we came out of today's messages was pretty strongly, Informatica is putting a stake in the ground, they're going to do this, they're going to put the investment in place, but it's still real hard. And therefore it's a worthy goal of Informatica to try to bring this notion of how you use data to make business better is a worthy goal and there still requires a lot of work. Well, I like that point you said data is hard. Totally agree. Reminds me of the old picks and shovels days of the gold rush. I mean, the picks and shovels are just getting better and better. Still, we don't have any heavy machinery yet, but on the horizon, you're seeing some of the future play out here with Informatica's positioning, they went from a data warehouse, they're one of those guys in the vendor communities on that side of the street, the old way, went private and I got to say, since I've been talking to them on the queue for the past two years now, it's clear. They're not mailing it in as trying to say we're the new way, they're actually doing it. So they went private and they're very data-centric at the DNA and I liked some of the things you said. You said something on the queue, again another queue, but original point here. Data with the purpose. And I want to bring that up, I want to get your thoughts on this because this highlights what I think Informatica has the secret weapon in their architecture. They have built this idea that data can flow anywhere and that they want to incent more ingestion of data on behalf of the customer because they believe that data is going to add value in the equation of enabling some business value, also optimization and some infrastructure. So the comment is this, if data with purpose is the R theme, which it is, context, a theme you're doing a lot of research around really, really plays out. So the word context now changes the notion of what data could be used for or how to store, why to store it, what it can be used for and then how to apply it, which ultimately might put a price on the value of the data, which you've been trying to get at now for a couple cube gigs, your thoughts. Yeah, that's exactly right, John. And in many respects we say data with purpose and data in context are, I don't want to say reflections of the same thing, but they're very, very closely related. Business increasingly is starting to articulate what contexts it operates in. What does it do with customers? What does it do with partners? What does it do within its markets? It's that notion of what do we do? Related to that is, what data do we need to do it? Because as you said, it's not enough to be able to say that we can aggregate data faster, we can move data more efficiently. It's ultimately we have to deliver it to someone at the point that they need it. And that's one of the things that we're still trying to tease more out of everybody, including in today's conversations, that ultimately the value of data is most obvious in its application to a particular task or work to be performed, or commitments and promises that are being made to customers. And this notion of data with purpose is how do we tie data back to those promises, those commitments, those tasks? And that to me, I think that to us, ultimately is what's going to separate the winners from the losers for those companies that supply the tools. We know how to deal with hardware as it pertains to data. We've got a lot of open source tooling that to grab and aggregate data, we're still seeking out those deep insights about how to deliver those insights. And I think that that's where the winners and losers are going to be separated. And data with purpose and data in context really applies to some of the interviews we've had, especially with customers. And we go to a lot of the big data shows, we try to extract the seamless from the noise and you folks out there know we do that. And we talk to a lot of you, we're optimizing our ads and getting better offers. And we always hear that, okay, get that personalization, pushing notifications to users, great user experience. But no other better example of the value of data than Marvis Girlinghaus, who came on here and said- What a great interview. I asked her what was the most exciting thing. She says, getting data from the lab real time around septic has saved lives. And she's personally witnessed how the movement of data with purpose in context saves a human being's life. Now to me, you can't put a better paintbrush on a story than that. Well, she was saying that, look, her job as a big data professional, she can point to how it has saved lives. And not everybody can do that. You know, not everybody can do that. A good ad delivery doesn't save a life. Yeah. But what we talked to Marvis about, well, at some point in time, is she is her team and her business going to be delivering options or recommendations to consumers when they pull into a fast food restaurant because they got an offer from somebody else. So will there be compensating offers made so that someone says, hey, you know, we got get your big fat burger for a buck 50 as opposed to eight bucks, will then healthcare provide or health services or wellness services provide a compensating message saying, yeah, you can eat, we see where you are. We see that you've just pulled into the location. But by the way, this is not part of your health regimen. This is not what's going to make you more healthy. So the notion that big data is going to be used just for offers is kind of, Marvis helped put a lie to that, you know, generally, by saying, look, we can tie this back to all kinds of different behaviors as long as we focus on the delivery of the data in the form of a recommendation or an option that's going to affect how people take decisions and make that. And the Capgemini guys were very good about pointing out that data lays concerning the data swamps, but that doesn't mean they're over because if you can get that data in context and change the nature of how dirty, it's not dirty data anymore. So this, we're going to see an evolution of data cloaking, if you will, it's going to change and be valuable, and not values going to go away. So it's going to be interesting to see that happen. And I think that's interesting because now, that means data lake isn't the end all be all. It's the beginning of how to integrate the data. Well, let's put it this way, John, that the notion of data in context or data with purpose suggests that we can actually start putting in place governance regimes that are truly tied to data as an asset or the value of data as an asset. Historically, we've tied data back to, we tied data governance back to the rules that the application suggested or required or the regulations that came out about privacy or reporting and what you needed to do. And what the Capgemini fellows were talking about essentially was a new basis for thinking about data governance regimes that can be tied specifically back to value. We got a lot of work to do on this, but to your point, that ultimately what we want to be able to do is we want decision makers to be making this great decisions about data itself and not just about the hardware that the data is stored in or the software that processes the data. We need to introduce superior approaches to thinking about data as an asset so that we can generate the right returns out of it and value out of it, but also continuously appropriate the right investment to it. I think that the real-time stuff certainly very relevant in the moment, home run, I like that. But I think the thing that I like the most, and I've shared the audience out there, is that Ronan Schwartz is a general manager and senior vice president of the new cloud group. I think that's the biggest opportunity. And I saw this last year and I mentioned that Informatica World 2015 in Vegas was that if Informatica can pull off the ability for data to be open and free and traverse across applications freely and in real-time and in low latency, at the same time, not blowing the compliance and regulatory problem, and they can maintain that and stack, they would have the keys to the kingdom literally with the master data. So I said to Dave last year, I said, if they can maintain- This is Dave Vellante. Dave Vellante, the co-host last year at the event, if they can maintain the master data management aspect and benefits of what that means and all the compliance and regulatory reporting, stuff they got to track, at the same time, enable the growth of SaaS apps and cloud, they will have a winning formula. So what's interesting is this integration cloud talks about live data maps and cloud master data management. That to me could be the holy grail because now I have a system for managing the compliance and the data management stuff I have to watch in between the details and the cracks and all the little stuff, at the same time, enable an innovation strategy to pursue SaaS apps, middleware with data. I think that is going to be a key because that's what the developers don't want to get into the compliance. It's like, look, I'm just building cloud native apps but I need to work with my ERP system or my CRM and I want that data when in context, which is something that's going on in the workload that I'm building, which could be anything, an IoT app or retail app, so I think the secret of the future will be how to get the edge of the network, whether it's a human or a machine, in real time context, to other data across multiple environments. That is the holy grail, it's super hard but to me, informatics have to do that. So, and here's, first of all, I agree with you that Informatica, as we said at the beginning of this little conversation, that Informatica has made a commitment to the marketplace that they're going to focus on data. Not so anonymous of it, but data. They're going to be thought leaders and deliver tooling for data. Very, very important point. But let's step back a little bit. Everybody wants to talk about digital business. Not too many people really articulate what they mean by that. From our perspective, you're doing digital business if you are transforming more of your business activities into data so that it can be measured, processed, combined, and managed differently. And that's really the essence of digital business is turning more of your business into data, transforming more of your business into data. Brian Graceley, our Wikibon's cloud analyst who looks at a lot of different things, recently wrote a series of reports on what it means to then deliver a digital business platform that's capable of providing that substrate necessary for digital business. And one of the key elements that he talked about was this notion of data flows. Now, we specifically did not talk about an engine or we did not talk about some resource that's going to administer or arbitrate all the flows. But the notion that flows are going to become a crucial element of how we think about digital business. And I agree with you. I think that what we heard today was that essentially we need to start looking at how we're going to support data flows within the business as we envision how systems are going to come together, how APIs are going to work, how we're going to present ourselves through data out to marketplaces, et cetera. That informatica through that cloud integration facility is putting a stake in the ground about how you're going to process those crucial data flows. And then we have to get some of the details about scalability, how that gets virtualized, because it can be used in a lot of different ways. Some big questions on the horizon for how this then translates into business. Some big questions and we've got big answers coming up. Of course, we're doing our part on theCUBE to share the data. And again, more use cases coming out from Texas, from the Indian Oil Company, LTD, as another example, healthcare, and a variety of customers. We're hearing the repetitive theme on theCUBE now over the past few shows. Business model innovation is here and the conversation is shifting from what's under the hood, although very important, to business model innovation. I think that's the key. So Peter, my final question to wrap up before we talk about tomorrow, which we have all the topics coming on. We have Jim Davis, EVP, CMO. We have Amit, the Chief Product Officers on last year. Great guests. We're going to get even more data tomorrow. We've got some Chief Security Officers coming on from their customers. What are you doing with the research team at Wikibon and is head of research with SiliconANGLE Media? What's your agenda? What would you share with folks? As you get more immersed with theCUBE and as you look at some of the trends we're extracting in real time, how is that affecting your research agenda and some of the things we're focused on? Just give it a little taste for the folks watching what we're doing and what you're working on. Well, the first thing is that we are increasingly focusing on how digital assets are going to be used by business to engage their customers differently. That doesn't mean that the idea, for example, big data that pertains to operations and optimizing how operations work is unimportant. Just think, however, that a lot of the investments, for example, that Informatica is making, are increasingly pointed towards the challenges of engaging the marketplace. The second thing that we're focusing on is something that we're still in a lot of the questions that you asked. We heard today, how are developers going to tease value out of these new systems that are inherently not set up as with the data scheme is set up beforehand but actually are on the fly? And that's the second thing we're looking at is the role that developers are going to play in creating new value out of the data. And I think the last one, one of the last issues is this crucial notion of what Jerry Held and others are talking about real-time decisions. Now we've heard about it in the past, I like to talk about, as you said, I like to talk about systems for the now as opposed to systems for the past or systems for the future, systems for the now. And that has enormous bearings on how IoT gets conceived, on how big data gets managed, and some of the investments. So I think it would be the notion of digital business as it pertains to these new capabilities of building or developers building things faster so that we can turn business with greater velocity because we're focusing on real-time. So big data infrastructure, cloud coming out of your group. Folks, go to wikibon.com, she got the research. Of course, it's free content and there's a premium version behind the firewall for a lot of great stuff. Go to siliconangle.com for blogs, go to theCUBE, siliconangle.tv. I'm John Furrier with Peter Burris. It's a wrap for day one. See you tomorrow with the CEO of Informatica coming on all the Topic Seconds and their best customers. So day two coverage tomorrow. Stay tuned right here on SiliconANGLE.tv. This is theCUBE. Hi, this is Chris Devaney from DataRobot.