Ubisense
The next generation
17 July 2013

Agenda1.

Welcome and Introduction

Richard Green, Ubisense2.

Google Maps for Business

Ed Parsons, Google

3.

Next Generation ProductsPeter Batty, Ubisense4.

Next Generation Demos

Gillian Kendrick, Ubisense5.

A Customer Perspective

Todd Kuty, Cablevision

6.

Customer Acquisition and Business Model

Paul Holroyd, Ubisense

7.

Summary and closing remarks

Richard Green

8.

Q&AAllAfternoon tea, coffee, drinks

2© 2013 Ubisense Confidential & Proprietary

The market for location intelligence at IPO

IndoorOutdoor

DynamicRTLSGPSStaticBuilding Information
Modelling

Geospatial3© 2013 Ubisense Confidential & ProprietaryBut our world has changed in two short years
A number of drivers:
BusinessRegulatory and Audit
obligations
Recognition of businessvalue arising from datadriven location analytics
Increasing use of geospatial
information to interpret
operational data
Continuing drive to reduce
costs and increase quality

TechnologyRise of the cloud –availability of data online
Everyday use of Google
Maps and Street View
Proliferation of smart
mobile devices – tabletsand smartphones
Pervasive use of location
technology Indoor and Outdoor

4© 2013 Ubisense Confidential & Proprietary

So now the market looks like this••••All areas converged
Boundaries blurred

IndoorOutdoorDynamicRTLSGPS

StaticBuilding Information
Modelling

Geospatial

Our customers are thinking bigger and more dynamically now
Indoor and outdoor location support in one solution
Dynamic and static data in one solution
They want new ways to make the most of their data to maximise businessefficiency
5© 2013 Ubisense Confidential & Proprietary

Common challenges for RTLS and Geospatial customers

Geospatial

Manufacturing

Utility wants itsoperatives to be able
to locate assets while
they are mobile in thefield, to respond tocustomer faults inreal time.

Automotive
manufacturer wants
to understand whereassets reside within
their site on a realtime basis

6© 2013 Ubisense Confidential & ProprietaryWe are changing the game

RTLSGeospatial

Convergence of Internet data (traditionally the preserve of our Geospatial
business) and Companies’ own enterprise data (traditionally RTLS) represents agame-changing opportunity for us

7© 2013 Ubisense Confidential & Proprietary

Our New Mission

Real Time Location IntelligenceWe at Ubisense improve the efficiency of our customers by applying
real-time location intelligence to their mission-critical processes8© 2013 Ubisense Confidential & ProprietaryGoogle Maps for Business
Ed Parsons, GoogleGoogle Maps for Business
Making maps mainstream..
Ed Parsons, Geospatial Technologist
Google Research, London

10 years of finding
the nearest pizza ?

Ambient maps..

By allowing employees towork the way they live,
businesses can move
fast and innovate

Maps for business
Vertical Partner Applications

Google's GEO API's

Google's Cloud Platform

Google's Geodata

42572+GMail Users

Video uploaded per second

10020

MillionBillionsearch queries per month

Hours

Billionpages served per day

Liberate yourGIS assets !

Ubisense product updatePeter Batty

Overview

evolution ofevolution ofgeospatial

RTLS

convergence
toRTLI24© 2013 Ubisense Confidential & Proprietary

Overview

evolution ofevolution ofgeospatial

RTLS

convergence
to

RTLI
25

© 2013 Ubisense Confidential & Proprietary

Established “Enterprise GIS” players

Rich but complex and expensive systems
Existing core technologies all date from 1990s
26© 2013 Ubisense Confidential & ProprietaryDisruptive technologies

Google Maps
Smart phone and tablets
Pervasive location tracking

Consumer-led IT
27© 2013 Ubisense Confidential & Proprietary

Macro trends

Electric

http://flic.kr/p/k6nTs

Smart Grid
Renewable
EnergyGas

http://flic.kr/p/9Xm4Ya

Regulatory
requirements

28

Telecom

http://flic.kr/p/84t1PX

Fiber &wirelessgrowth© 2013 Ubisense Confidential & ProprietaryElectric industry geospatial market$3.7bn$1.8bn29© 2013 Ubisense Confidential & ProprietaryGeospatial products

We now have a strong portfolio of geospatial products
Growing overlap / synergy with RTLS
30

© 2013 Ubisense Confidential & Proprietary

Validation from Gartner“Ubisense is one of the nimble startups that are quickly
leveraging new GIS platform capabilities."“Consumerization of geospatial technologies will boost
business-side expectations and inspire new utility
applications,”“Shifting market dynamics will challenge incumbent utility
GIS vendors' ability to satisfy business expectations,prompting utility CIOs to evaluate new GIS capabilities."
http://www.gartner.com/id=2260419
31© 2013 Ubisense Confidential & Proprietary

Overview

evolution ofevolution ofgeospatial

RTLS

convergence
toRTLI32© 2013 Ubisense Confidential & Proprietary

Ubisense in 2011indoor33© 2013 Ubisense Confidential & Proprietary

Smart Factory System in 2013
Final Assembly
Goods-In
Off-track Finishing
Test and Repair
Body shop
Finished product shipment
Engine Line
Container Yard
Materials handling trolleys
Training Area

indoor +outdoor
richapplications
34© 2013 Ubisense Confidential & Proprietary

Overview

evolution ofevolution of

geospatial

RTLS

convergence
toRTLI35© 2013 Ubisense Confidential & Proprietary

Ubisense Location Intelligence

Application
Solutions

Tool
Control

AssetManagement

Process
Tracking

Network
Planning

YardManagement

Storm
Recovery

Location Intelligence
Platform
Ubisense components

Data sources

Ubisense
RTLS

Third party components
ERP
MES
QMS

GPSRFID

Sensors

GIS
OMS

SCADA

Enterprise systems
36

Cloud© 2013 Ubisense Confidential & Proprietary

Ubisense Location Intelligence

Application
Solutions

Tool
Control

AssetManagement

Process
Tracking

Network
Planning

YardManagement

Storm
Recovery

Location Intelligence
Platform
Ubisense components

Data sources

Ubisense
RTLS

Third party components
ERP
MES
QMS

GPSRFID

Sensors

GIS
OMS

SCADA

Enterprise systems
37

Cloud

© 2013 Ubisense Confidential & Proprietary

Ubisense Location Intelligence

Application
Solutions

Tool
ControlAssetManagement

ProcessTracking

NetworkPlanningYard
Management

Storm
Recovery

Location Intelligence
Platform
Ubisense components

Data sources

Ubisense
RTLS

Third party components
ERP
MES
QMS

GPS

RFID

Sensors

GIS
OMS

SCADA

Enterprise systems
38

Cloud

© 2013 Ubisense Confidential & ProprietaryNext Generation Demos
Gillian Kendrick

A Customer Perspective
Todd Kuty, Cablevision

Customer Acquisition andBusiness Model
Paul Holroyd

RTLI Sales Cycle
Readily identifiable customer base to farm and develop intelecoms and utilities– initially within GE/Smallworld platform clients; first ESRI client, others later– subject matter experts provide key support to the sales process / clients

Readily identifiable customer base to farm and develop in highvalue manufacturing– pre-sales technical team and solution sales pros

Trusted and experienced delivery teams
Augmented Sales & Marketing expertise (global functions now)
Well understood sales process

Proof ofConcept

Pilot

Production

42Multiple
Dep‘ts,Additional
POCPOCPOCproducts© 2013 Ubisense Confidential & Proprietary

Accelerate Customer Penetration

Proof ofConcept

Pilot

MultipleDep‘ts,Additional
POCPOCPOC
products

Production

MultipleDep‘ts,Additional
POCPOCPOC
products

Production

MultipleDep‘ts,Additional
POCPOCPOC
products

Production

43© 2013 Ubisense Confidential & Proprietary

Business Model

Manufacturing

Telecommunications

Utilities££££
HardwarePerpetual
Licenses

Subscription
Licenses

RTLI Solutions
Implementation
ServicesManagedServices

RTLI Services

SupportContracts

44

ConsultingServices© 2013 Ubisense Confidential & ProprietaryOpportunity Summary

RTLI Solutions deals characterised by proportionally more software andrelated services leveraging the increased IP portfolio

Opportunity to grow high quality recurring revenue– increased M&S revenue from higher proportion of software sales– higher potential for subscription software model– increasingly mission critical = increasingly sticky

RTLI Services business remains strong and stable
Global go to market approach to maximise global opportunities45© 2013 Ubisense Confidential & ProprietarySummary46© 2013 Ubisense Confidential & ProprietarySummary

IndoorOutdoorDynamicStatic••••Market convergence
Ubisense organised on functional lines
Product-based business with Services capability
Focus on Telecoms, Manufacturing and Utility enterprises
47© 2013 Ubisense Confidential & Proprietary