Ioco Limited · JSE:IOC
Ioco — EOH Holdings — Investor Day (July 2020)
39 slides from Ioco's investor day presentation, July 2020
Slide 1: EOH Group Strategy: Unlocking a path to growth
EOH Group Strategy Unlocking a path to growth July 2020
Slide 2: Our Strategic Journey
Our Strategic Journey Turnaround NEXTEC Feb ‘19 Aug’19 – Jan‘20 Roll-Up Play = 5 year Value Creation Approach Scale IP Grow iOCO Core Create Liquidity Resultant Issues: • Mitigation of • Deleverage 1. Credibility downside plan 2. Liquidity • Financial • Disposal of • Organic growth discipline assets
Slide 3: EOH
EOH
Slide 4: Our Strategic Journey - iOCO
Our Strategic Journey - iOCO Strategic Portfolio Grow iOCO Core Review Mar – May ‘20 Jun ‘20 Taleb Growth Outcome Goal = double revenue in 5 years As-Is Business Best ICT end-2-end offering 100s of Lego blocks (silos) 3000+ Client GP% Operating Profit% Global Trends Internal Needs • Ubiquitous data;
Slide 5: We live in a rapidly evolving industry offering exciting growth opportunities
We live in a rapidly evolving industry offering exciting growth opportunities Public Industry trends changing our 7,5% Sector 17% business Private 83% 2020F 2021 2022 2023 Sector Data & Analytics SA IT Market is ~2% of GDP, Public Sector makes up 17% of 43% of SA IT Market = IT est at R123bn in 2023
Slide 6: Our evolving industry requires a true multi-speed player
Our evolving industry requires a true multi-speed player OEM Driven Strategy OEM Driven Strategy – Own IP Driven Strategy Technology industry 1.0 (enabled by EOH market (enabled by own IP and multiple technology partners) • Mature industry, franchise expertise, sales & model implementation) • Defens
Slide 7: iOCO has a significant stronghold in traditional OEM products
iOCO has a significant stronghold in traditional OEM products The OEM practice is industry leading in South Africa, and represents a mature part of the business – is a critical part of the defensive strategy in protecting profitability OEM Driven Strategy Enterprise Applications Software Resellers (
Slide 8: A Cloud-enabled Engine Room across Infrastructure, Connectivity & Managed Services
A Cloud-enabled “Engine Room” across Infrastructure, Connectivity & Managed Services The ability to meet all the requirements to power a client’s technology department; connecting users; scaling infrastructure and managing it on an ongoing basis Unique Value proposition Future State Organization Key
Slide 9: Infinite Bespoke solutions, powered by Cloud and DevAnything capabilities
Infinite Bespoke solutions, powered by Cloud and DevAnything capabilities Data Quality Automation / AppDev Architecture Assurance / AI/ IOT & Analytics Testing …powered by the Cloud Automation (Business Digital Industries (OT • Provide always-on capacity – staff • Bridging the old and emerging Proce
Slide 10: Security is embedded across the entire offering
Security is embedded across the entire offering… 3 Security Advisory Point Solutions Embedded Offerings/ Solutions Offerings QA/ Testing: Data: • Penetration & security testing • Delivery of Security & Compliance Monitoring & Reporting • Data Governance & Security Cloud: • Hyperscale cloud security
Slide 11: Our Go-To-Market Strategy is a critical enabler of the business growth
Our Go-To-Market Strategy is a critical enabler of the business growth collaboration Product Solutions Sales SA / KA Product Advisory Advisory Selling Enablement Program Sales Teams Go to Market Key Features of GTM Strategy • Multi-product solutioning • Serving our units and the client • Glue and so
Slide 12: Financial Services, Telcos and the industrial sectors will be the locus of client opportunities
Financial Services, Telcos and the industrial sectors will be the locus of client Tier/ Other T1/T2 opportunities Mining FMCG/ Public Sector FOCUS Industrial T2 mid None Retail T1 select Energy (O&G) Manufacturing Lite Telco VP domains, Service Secondary Solution Sets, Themes & Trends Financial Line
Slide 13: While our geographic reach extends across the EMEA time zone
While our geographic reach extends across the EMEA time zone EOH UK • Application Management business • 15 people Switzerland & • Develop UK strategy & Grow Cloud & App-dev business into UK Currently Austria EOH Europe- UK ALLOS Italy • HR SAP Success factors business • Own IP products • 75 people •
Slide 14: Transforming Technology
Transforming Technology Creating technology platforms that enable digital transformation
Slide 15: Edge to the Cloud
Edge to the Cloud Compute & Platform Technology Compute Platforms Networking LAN Networking Infrastructure Networking On-Premise Enterprise Telephony & video Computing Data centres Security Threat protection IT Management Cloud Enterprise Tooling, command centres, Networking Computing compute/cloud
Slide 16: Towards XaaS
Towards XaaS Cloud: The platform for function-as-a-service Pre-Cloud laaS PaaS|Saas Faas | Xaas On Prem IP Application Application Application Application Services Services Services Services Platforms Platforms Platforms Platforms You Manage Others Manage 19 Toward Function and Anything as a Service
Slide 17: Modern Cloud Ecosystem
Modern Cloud Ecosystem APPLICATION
Slide 18: Building flexibility & agility into business
Building flexibility & agility into business Hosted Logical Private Dedicated Private Hyperscale Cloud Cloud Cloud Cloud { api } { api } { api } Single pane of glass PROVIDER PROGRAM
Slide 19: Our Cloud Platform
Our Cloud Platform What makes us different?
Slide 20: Looking to the future; we are transforming from...
Looking to the future; we are transforming from… Product Linear Limiting 23
Slide 21: ...into a Platform company
..into a Platform company CO e*ponential CO _WNLIMITED
Slide 22: SOLVE
SOLVE Exponentially . Courageously . Together
Slide 23: In response to the threat of COVID-19, the most effective weapon we have is solidarity
“ In response to the threat of the COVID-19, the most effective weapon we have is solidarity. It is the strength of our collective response that will ultimately determine the success of our fight. Stephen van Coller, EOH Group CEO “
Slide 24: Context in a Crisis: A journey through a pandemic re-shaping our world
CONTEXT IN A CRISIS: A JOURNEY THROUGH A PANDEMIC THAT IS RE-SHAPING OUR WORLD 1 Journey to 2 Lockdown to 3 Stages a new normal flatten the curve of release Public / Private Partnership for social an economic sustainability 6 Infection 5 Economic restart & 4 Risk controlled management recession miti
Slide 25: Our Solve: COVID-19 response
Our Solve: COVID-19 response Over 75 solutions developed in 3 months Full suite of Digital Sikhona ICUlate – secure remote onboarding, workforce BI ICU in a box work & Dashboards identity and Patient management New business collaboration to monitor eSignatures indexing & Enterprise App infection and
Slide 26: Remote collaboration tools and secure remote desktops; Cloud enablement
• Remote collaboration tools and secure remote desktops • Cloud enablement and platform optimisation • Remote workforce management and tracking • Extensive security and VPN management solutions • Data, connectivity and network optimisation • Contact centre remote switch-over with capacity to handle
Slide 27: ICUlate
Iculate Temporary isolation & ICU-in-a-box solutions
Slide 28: Isolation-ward combinations that rapidly provide additional capacity
We offer a variety of isolation-ward combinations that can rapidly provide healthcare professionals with additional capacity. ICUlate, is effectively an intensive care and isolation ward in a box; modular and rapidly deployable solution to expedite intensive and high care isolation ward facilities.
Slide 29: e-Scripting
e-Scripting Digital solutions to enable remote healthcare
Slide 30: E-scripting
E-scripting A critical enabler for telemedicine solutions Improving patient care, whilst reducing Key aspects of the solution: healthcare costs, has become an important issue driving digitalisation. eScripting • Legally trusted (electronic prescriptions) presents a • Globally recognised • Reducing c
Slide 31: E-scripting: Regulations and our approach
E-scripting Regulations and our approach A key barrier deterring technological advancement and the move to a digital world, 1 2 3 4 where people transact and interact with digital personas, is trust. How do you know the Create prescription & Validate person or organization you are dealing with is si
Slide 32: Getting the country back to work. Safely, digitally & sustainably
Getting the country back to work. Safely, digitally & sustainably
Slide 33: Advanced Consent: A safe return to work
TRANSITION - A SAFE RETURN TO WORK Workforce Your On-site Covid-19 Workforce Data Crisis App Employee Monitoring Management Pre-fill Demographic White-label App On-prem/ AAS linked Integrated with HR Ring-fenced Data Platform to access control and Payroll Consumer Advanced Consent Bureau Data • Dens
Slide 34: Book Anything!
Real Time Corona Space Dashboards Management PERMIT Book Anything! You are booked for Mon, 27 Jun Space Categories Sub Categories Options and Attributes Where do you need space? Shared Workspace collab · library · hot desks free wifi · white board Allocated Workpace office · war room · desk 2nd scre
Slide 35: Digital identity verification. From anywhere.
Digital identity verification. From anywhere. With our Digital On-boarding Verification Solution (DOVS), you can meet your customers where they are. DOVS uses advanced facial recognition software, 3D face-mapping, and real- time liveliness testing to instantly and securely onboard and verify custome
Slide 36: Slide 36
Slide 37: Solving Together, a partner for business and society
Solving Together, a partner for business and society Transforming the Aid and Relief Partnering Digital Partner landscape with with government to Solidarity Fund Big Data & to augment & others Cloud platforms social relief efforts - LinkedTo
Slide 38: SOLVE
SOLVE Exponentially . Courageously . Together
Slide 39: Thank You
Thank You For more information contact Debbie Millar, EOH Executive Investor Relations & Treasury [email protected]