A few days ago, I was part of a super interesting debate with several thought leaders in the internet of things (IOT) community about the evolution of IOT enterprise platforms. The core point of the debate was trying to identify the different channels by which enterprises will be exposed to IOT platforms.
In the past, I’ve been very vocal that the enterprise IOT will inevitably produce a new type of platform. That thesis is no longer a theoretical argument as we are already seeing the first flavors of IOT platforms starting to make inroads in the enterprise. Even though this generation of IOT platform represent the first iteration in the space, we can already see marked differences between different types of platforms. As an organization looking to embrace an IOT platform, this initial diversity can result very confusing.
IOT Platforms Provided by Traditional Enterprise Software Vendors
- Overview: Traditional enterprise software vendors like Oracle or IBM are already heavily invested in extending their capabilities into the IOT space. As a result, these vendors are likely to bring to market IOT platforms that are deeply integrated with their existing technology stacks , vertical solutions and services.
- Should Excel At: in my opinion, the IOT platforms produced by traditional enterprise software vendors are likely to be commercialized as part of industry specific industry solutions rather than standalone platforms. In that sense, this type of platform will excel at providing industry specific capabilities as well as tight integration with the products and platforms provided by the specific enterprise software vendor.
- Should Not Be Great For: Complementing the previous point, we think IOT platforms provided by traditional enterprise software vendors will be commercialized as part of domain specific solutions and will require a decent level of professional services and training. In that sense, we can make the argument that those types of platforms won’t be great for building general purpose solutions without the involvement of the target enterprise software vendor.
IOT Services Provided by Platform as a Service Providers
- Overview: Platform as a service (PaaS) providers like AWS, Azure or IBM are already providing specific services that abstract fundamental backend capabilities of IOT solutions. This trend is only going to increase in the near future as more and more cloud providers start building a presence in the IOT space.
- Should Excel At: The IOT capabilities of PaaS solutions are typically provided in the form of individual services. In that sense, this type of solutions should see a broad adoption within the developer and startup communities. As a result, we should see a lot of the IOT PaaS services being adopted by startups providing smart devices or industry specific solutions as well as IT organizations building their own internal infrastructure.
- Should Not Be Great For: The IOT capabilities provided by PaaS platforms are likely to lack the consistency of complete IOT platforms. Also, the cloud nature of this type of solution should present challenges for organizations building IOT solutions that require to be deployed within their premises.
IOT Services Provided by Smart Device Providers
- Overview: From startups to big software companies like Cisco or Texas Instruments, IOT device providers are starting to build the first incarnations of IOT platforms that work consistently across their device portfolio. These IOT platforms will be tightly integrated with the specific family of hardware devices as well as the corresponding manufacturing toolkits.
- Should Excel At: Platforms provided by IOT hardware providers should be best in class enabling solutions powered by those specific devices. Similarly, this type of platforms will provide consistent backend services and management experience for solutions powered by those smart devices.
- Should Not Be Great For: While the IOT platforms provided by smart device providers should excel in solutions powered by those devices, they are likely to result limited for general purpose IOT solutions. In that sense, is unlikely that third parties will embrace this type of platforms for building new IOT solutions.
IOT Capabilities Provided by Enterprise Mobility Management Platforms
- Overview: Enterprise mobile management platform(EMM) vendors such as BlackBerry or VMWare are starting to make the first inroads in the IOT space. If you think of mobile as a subset of IOT, the assumption that a lot of the current capabilities provided by those platforms should be adaptable to the IOT space makes some sense. As a result, we are likely to see that group of vendors providing hybrid platforms that enable both enterprise mobile and IOT solutions.
- Should Excel At: If we use the enterprise mobile space as a reference, we are likely to see strong IOT security, device management and other operational capabilities included in the IOT platforms provided by traditional enterprise mobile management platform vendors. That model will allow the EMM vendor to extend their existing footprint in the enterprise mobile ecosystem into the IOT space with a consistent value proposition.
- Should Not Be Great For: While IOT platforms provided by EMM vendors should excel in the security and management capabilities, they are likely to not result an ideal platform for developers building IOT solutions. For years, EMM vendors have evolved cultivating devops as their target customer which entails specific product delivery, sales and marketing models. EMM vendors should continue expanding on this model as they enter the IOT space.
New IOT Enterprise Platforms
- Overview: Like any other transformational movement in the history of enterprise software, IOT will produce a new group of startups and platforms that will help enterprises build and manage the new generation of industrial solutions. These platforms should provide capabilities such as complex event processing, security, real time analytics, operational management while also providing a friendly interface for developers. We are already witnessing platforms like Kii, Xively, 2lemetry (Amazon), ThingWorx etc start to make progress in this space.
- Should Excel At: From all the different channels explained in this article, the new wave of enterprise IOT platforms is likely to produce the biggest wave of innovation in the entire space. We should also expect to see these type of platforms being delivered using both on-premise and cloud models as well as leveraging open source vehicles. Additionally, these new group of platform is likely to provided the broadest levels of integration with new hardware manufactures and IOT solution providers.
- Should Not Be Great For: As explained previously, the new generation of enterprise IOT platforms is likely to excel at innovation and openness. However, because this type of platforms are just evolving, we should not expect to see a lot of industry-specific solutions powered by these platforms in the immediate future. Additionally, as the enterprise OT space evolve, some of this new IOT platform startups will be acquired by larger enterprise software companies inheriting some new commercial and delivery models.