Morgan Stanley · NYSE:MS
Morgan Stanley — Morgan Stanley Dean Witter — Investor Presentation (December 2000)
23 slides from Morgan Stanley's investor presentation, December 2000
Slide 1: B2B E-Commerce Presentation
MORGAN STANLEY DEAN WITTER Page 339 B2B E-Commerce Presentation B2B/Enterprise Software Databank – December 2000 Please refer to important disclosures at the end of this report.
Slide 2: MORGAN STANLEY DEAN WITTER
MORGAN STANLEY DEAN WITTER Page 340 B2B/Enterprise Software Databank – December 2000 Please refer to important disclosures at the end of this report.
Slide 3: Digitizing the Economy
MORGAN STANLEY DEAN WITTER Page 341 B2B E-Commerce Ten To Win Screening for Winners Chuck Phillips SUPPLIER BUYER Managing Director SUPPLIER BUYER BUYER Morgan Stanley Dean Witter SUPPLIER SUPPLIER SUPPLIER SUPPLIER SUPPLIER B2B B2B BUYER BUYER BUYER BUYER BUYER SUPPLIER SUPPLIER SUPPLIER SUPPLIER S
Slide 4: The Internet is Driving Productivity Growth
MORGAN STANLEY DEAN WITTER Page 342 The Internet is Driving Productivity Growth 12 10 Intenet Enterrprise Netscape Apps Annual % Change 8 IPO 6 Intranet B2B Build-out 4 E-mail PC Boom Boom 2 0 U.S. Productivity 1990-2000 MORGAN STANLEY DEAN WITTER 3 [email protected] The Gate to the Enterpri
Slide 5: Identifying The Technology Edge
MORGAN STANLEY DEAN WITTER Page 343 The Technology Edge MORGAN STANLEY DEAN WITTER Identifying The Technology Edge l The economy is moving online, so investors are looking for ways to play the theme beyond the infrastructure providers l Tech Edge Conference identified the 30 non-tech companies on th
Slide 6: Know Your Customers – Someone Else Does
MORGAN STANLEY DEAN WITTER Page 344 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 1. Understand and predict customer behavior MORGAN STANLEY DEAN WITTER 7 [email protected] Know Your Customers – Someone Else Does l Customers have more choice; easier to
Slide 7: Restructure Relationships with Channel Partners
MORGAN STANLEY DEAN WITTER Page 345 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 1. Understand and predict customer behavior 2. Restructure relationships with channel partners MORGAN STANLEY DEAN WITTER 9 [email protected] Restructure Relationships wit
Slide 8: Tread Carefully: Middlemen – To Zap or Not to Zap
MORGAN STANLEY DEAN WITTER Page 346 Tread Carefully Middlemen – To Zap or Not to Zap Key Considerations Disintermediation Likely Distributor Entrenched Inventory No physical inventory Physical inventory; drop held/shipped ship for producer Multivendor Few or one product line High number of vendors/p
Slide 9: Enterprise Apps Lose Functions to Portals
MORGAN STANLEY DEAN WITTER Page 347 Enterprise Apps Lose Functions to Portals Now Future? Four Walls of Community the Enterprise Ful- Shipping Portal Accts Payable fillment Payroll Accts Receivable Shipping Inventory Four Walls Walls of of Gen Ledger Planning / Scheduling the Enterprise MRP Order En
Slide 10: Integrate Demand with Production: Blind Spots in the Chain
MORGAN STANLEY DEAN WITTER Page 348 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 4. Integrate demand with production in real time MORGAN STANLEY DEAN WITTER 15 [email protected] Blind Spots in the Chain of Commerce Demand Chain Buyers Resellers Distrib
Slide 11: The Head and Tail of B2B Transactions
MORGAN STANLEY DEAN WITTER Page 349 The Head and Tail of B2B Transactions End Customer & Distributors Suppliers C I I S D A A S Buyer Seller C M M S C M M S Intersection of Demand and Manufacturing Supply Chain Manufacturing Assembly Assembly & Inventory & Inventory Demand Chain Supply Chain MORGAN
Slide 12: B2B Buyer Under Stress
MORGAN STANLEY DEAN WITTER Page 350 The Head and Tail of B2B Transactions End Customer & Distributors Suppliers C I I S D A A S Buyer Seller C M M S C M M S Intersection of Demand and Manufacturing Supply Chain Manufacturing Assembly Assembly & Inventory & Inventory Demand Chain Supply Chain MORGAN
Slide 13: B2B Supplier Under Stress
MORGAN STANLEY DEAN WITTER Page 351 B2B Supplier Under Stress Limited Resources l Is this a profitable order? l What’s the incremental cost of rushing this order? l Are there substitute products? l Will they wait if I lower the price? l Fill or Kill option – should I kill this order if I have five l
Slide 14: Exchanges – The Industry Utility Model
MORGAN STANLEY DEAN WITTER Page 352 Exchanges – The Industry Utility Model l Faster time to market; aggregate scarce resources; more attention from technology vendors l Less confusion for buyers and sellers l Common plumbing/utility optimized for the industry l New company structure encourages innov
Slide 15: The Telephone Network Model; The High Cost of B2B Interactions
MORGAN STANLEY DEAN WITTER Page 353 The Telephone Network Model Caller Caller ATAMH (and then a Caller miracle happens) Caller Caller Caller MORGAN STANLEY DEAN WITTER 25 [email protected] The High Cost of B2B Interactions High cost call centers Limited hours Slow responsiveness No self help
Slide 16: Value Added Commerce Services
MORGAN STANLEY DEAN WITTER Page 354 Value Added Commerce Services l Supplier certification/reputation l Electronic bill presentment l Application hosting l Post-sale support, warranty programs l Sourcing of products l Community news, employment, etc. l Contract administration l Receivables managemen
Slide 17: Optimize Everything
MORGAN STANLEY DEAN WITTER Page 355 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 4. Integrate demand with production in real time 5. Optimize everything MORGAN STANLEY DEAN WITTER 29 [email protected] Optimize Everything l Easier to automate business p
Slide 18: Self-Help Employee Services
MORGAN STANLEY DEAN WITTER Page 356 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 4. Integrate demand with production in real time 5. Optimize everything 6. Self-help employee services; reduce costs MORGAN STANLEY DEAN WITTER 31 [email protected] Self-H
Slide 19: Mobile for the Enterprise
MORGAN STANLEY DEAN WITTER Page 357 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 7. Commerce doesn’t stop at your desk; go mobile MORGAN STANLEY DEAN WITTER 33 [email protected] Mobile for the Enterprise l MONITOR: Alerts for customer events, productio
Slide 20: All Product/Devices Instrumented With Technology
MORGAN STANLEY DEAN WITTER Page 358 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 7. Commerce doesn’t stop at your desk; go mobile 8. Assume all product/devices will be instrumented with technology MORGAN STANLEY DEAN WITTER 35 [email protected] All Pro
Slide 21: Fixed Prices Become Dynamic
MORGAN STANLEY DEAN WITTER Page 359 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 7. Commerce doesn’t stop at your desk; go mobile 8. Assume all product/devices will be instrumented with technology 9. Revenue management MORGAN STANLEY DEAN WITTER 37 charles.phi
Slide 22: Dynamically Linked Content
MORGAN STANLEY DEAN WITTER Page 360 10 to Win 10 to Win Evaluation of Companies Relative to 10 Winning Technology Trends 7. Commerce doesn’t stop at your desk; go mobile 8. Assume all product/devices will be instrumented with technology 9. Revenue management 10. Create new electronic selling channel
Slide 23: New Electronic Selling Channels; Private Label Markets
MORGAN STANLEY DEAN WITTER Page 361 New Electronic Selling Channels l Store within a store l Instant resellers and channel partners l Dynamically linked, little technology overhead l Explosion in channel partners l Brand propagation MORGAN STANLEY DEAN WITTER 41 [email protected] Private Lab
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