2020 Inside The Post Pandemic Playbook - Client Version

1. © 2010-2020 Constellation Research, Inc. All rights reserved. 2020 Post Pandemic Playbook Business Continuity, Agility, Security and Transformation MARCH-APRIL 2020 CONSTELLATION RESEARCH (@CONSTELLATIONR) THE ANALYST TEAM 1@rwang0 #PostPandemicPlaybook

2. © 2010-2020 Constellation Research, Inc. All rights reserved. 2@rwang0 #PostPandemicPlaybook Where are we today with coronavirus #covid19 Epidemiological Status • Global pandemic originating in Wuhan, China • Infectious disease. Think flu AND respiratory diseases • High rate of transmission R0 = 2+. Fast spreading, super viral • Estimated low rate of fatality ~ 0.06% to 1.2% among general population • Massively fatal in high risk populations • High prevalence will overwhelm existing ICU resources Economic State • Trillions of dollars lost in global GDP as containment is 8 weeks from first 1000 cases • Central banks have credit and liquidity facilities • Must pay folks to stay home • US passed a 2T bill, EU to pass €0.5B buffer for economic backstop • Demand side and supply side shocks plus oil war

3. © 2010-2020 Constellation Research, Inc. All rights reserved. 3@rwang0 #PostPandemicPlaybook Where are we today with Coronavirus COVID-19 Policy Status • Politicians have chosen public health at all costs • Cost benefit analysis have not been conducted • Proportional response will emerge as standard after #Covdi19 for #Covid20 • Stopping 99% of the economy for 1% of the population may not be viable • Huge social, economic, and political risk to practice full containment • US financial recovery will most likely be Mid- May, EMEA later Technology Status • Work from home and remote technologies in place • Cloud enables decentralized compute and storage • Customers seek single plane to manage and hyper converged infrastructure • Investment in automation, analytics, and AI will go up • Overall investments in IT will drop 11 to 14%

4. © 2010-2020 Constellation Research, Inc. All rights reserved. 4@rwang0 #PostPandemicPlaybook Where are we today with Coronavirus COVID-19 Potential Timeline Once > 1000 Cases Reported Week 1 - OMG! let's #shelterinplace and #flattenthecurve Week 2 - cost benefit of #covid19 #coronavirus Week 3 - better data precision #publichealth April 5, 2020 - Week 4 - debunk china data, more celebrity deaths Week 5 - peak cases, case fatality rates Week 6 - retransmission, < cases Week 7 - vaccine hopes and #PandemicPlaybooks Week 8 - dawn of post-pandemic era when 14 days of negative case growth

5. © 2010-2020 Constellation Research, Inc. All rights reserved. 5@rwang0 #PostPandemicPlaybook IT Spending Will Shift By Industry -27% -22% -21% -18% -17% -15% -13% -13% -12% -11% -11% -8% -7% -5% -4% -3% 3% 9% 9% 11% 13% -30% -25% -20% -15% -10% -5% 0% 5% 10% 15% Travel and hospitality Energy, oil and gas Automotive Financial services FMCG Utilities Manufacturing Retail Not for profit Consumer Legal Media Insurance Education Engineering Telecommunications Real estate Healthcare Technology Food and beverage Government

6. © 2010-2020 Constellation Research, Inc. All rights reserved. 6@rwang0 #PostPandemicPlaybook The Post-Pandemic Playbook Public Health And Economic Health People and Process Technology Business Models and Economy Politics and Legislation

7. © 2010-2020 Constellation Research, Inc. All rights reserved. 7@rwang0 #PostPandemicPlaybook The Post-Pandemic Playbook Public Health And Economic Health People and Process Technology Business Models and Economy Politics and Legislation

8. © 2010-2020 Constellation Research, Inc. All rights reserved. 8@rwang0 #PostPandemicPlaybook The Post-Pandemic Playbook TECHNOLOGY Business continuity planning Resiliency Cloud push Analytics and precision decisions AI, automation and autonomous Cybersecurity Privacy Digital acceleration Remote employee toolkits PEOPLE and PROCESS New leadership models Trust is THE currency Work from home policies Reskilling and retraining Perception and communications Crowdsourcing Gig economy capacity Mental health support Safety

9. © 2010-2020 Constellation Research, Inc. All rights reserved. 9@rwang0 #PostPandemicPlaybook The Post-Pandemic Playbook BUSINESS MODEL AND ECONOMY Massive M&A environment Market consolidation Subscription business models US vs China War Shift from global outlook to nationalism Strategic reserves for medical equipment and care POLITICS AND LEGISLATIVE Continued lack of trust in institutions Supply chain shift of critical industries away from China Privacy vs public health

10. © 2010-2020 Constellation Research, Inc. All rights reserved. Join me and other innovators at Join me and other innovators at Constellation’s Connected Enterprise The Ritz Carlton, Half Moon Bay, CA | October 26-29, 2020 | www.constellationevents.com 10