Confidential Property of Schneider Electric | Page 1 Aamir Paul SVP US Business Operations Schneider Electric in the US
Confidential Property of Schneider Electric | Page 1
Aamir PaulSVP US Business Operations
Schneider Electric in the US
Agenda
Page 2Investor Relations - Schneider Electric
US Business overview
Growing with key market trends
Strength in our core business
Page 3Confidential Property of Schneider Electric |
Schneider Electric US @ a glance
Corporate offices
Manufacturing facilities
Distribution centers
Design centers
Field / Sales offices
• Key US sites
Boston; Nashville; Dallas; Chicago;
West Kingston, RI
• ~19,000 employees
• 22 Manufacturing Facilities
• 225 Locations
Nationwide Business Reach and Local Capability
Page 4Confidential Property of Schneider Electric |
Schneider Electric has a long US history
1902
McBride
Manufacturing
Company
Established in
Detroit
1917
1955
1991
Square D Safety
Switch (1917)
QO Circuit
Breaker(1955)
2007
2004 2011
2014
2017
Page 5Confidential Property of Schneider Electric |
North America is a large and complex market
US states vs country GDPs
We have a history of growth in North America
North America, a balanced exposure
Energy Management
Industrial Automation
Split by core technologies (FY17 revenues)
Split by end-market(FY17 orders – Non GAAP estimate)
Resi. & Non-Residential
Industry
Infrastructure
IT & Networks
A history of growth over the past decade
(Revenues, €bn)
+40%
North America
And more recently over the past 12
months
c.+7%
Organic growth in North
America over past 12 months
2007 2017
Page 7Confidential Property of Schneider Electric |
Our US organization is set up to serve our customers and grow
US LEADERSHIP
TechnologiesMarket Access
National
Sales
Force
Strategic
Account
Leaders
Channel
Partners
Key Functions
Finance StrategyHuman
Resources
Strong leadership delivering across Markets, Technologies & Functions
R&D Digital
Global Supply
Chain
Marketing
Government /
Regulatory Affairs
Energy Management technologies
Industrial Automation technologies
Supply chain
Human
resources
Sustainability
Awards and recognition
2017 Gartner Supply Chain
Top 25: Europe Top 15
2017 Gartner Supply Chain
Top 25
Agenda
Page 9Investor Relations - Schneider Electric
US Business overview
Growing with key market trends
Strength in our core business
Page 10Confidential Property of Schneider Electric |
We have strong competitive positioning in the US
▪ Leading portfolio combining Energy Management and Automation Technologies
▪ Powerful brands –
▪ Strong Channel-To-Market / Partner relationships
▪ Deep presence in key markets – Data Centers, Residential, Healthcare, Infrastructure
▪ Growing faster through Innovation – products, solutions & software
▪ EcoStruxure solution driving digital transformation and energy optimization
Page 11Confidential Property of Schneider Electric |
We have strong positions across our US markets in Energy Management and Industrial Automation
We are well positioned to benefit from
emerging market opportunities
Innovation
+
Digital deployment
+
Segment expertise
+
Cross- selling
+
Grow services
We continue to build & invest in
our strong core business
Smart homes and buildings
+
Electric Vehicle (EV) adoption
+
New Energy landscape
+
Massive Data Growth
+
Industry of the future
Residential &
Non-Residential Industry
IT &
NetworksInfrastructure
Page 12Confidential Property of Schneider Electric |
Our value chain has many layers with nuanced strategies
Confidential Property of Schneider Electric |
Resellers / Distributors
become a trusted adviser
Partner with
empower
3
2
1
Contractors Integrators OEM VAR
Service Providers / Intermediaries
CDW Logo
Driving ecommerce and digital transformation with all our strategic partnersWell positioned with brand, relationships and offers
Well positioned with brand, relationships & offers
End Users
Page 13Confidential Property of Schneider Electric |
Strength of Industry Specialist Program
• Creating local network of solution providers who share Schneider Electric’s key values
• Helping them become trusted advisors for their end-user / OEM customers so they are
viewed as preferred source for automation and control products and solutions
Customer Pillars
• Inventory availability
and delivery capability
to the customer
• Technical competence
to support the customer
• Market knowledge of
customer’s business
Distributor Pillars
• Market differentiation of the
distributor
• Assistance in the distributor’s
demand generation activities
• Assurance of the distributor’s
return on investment in the
automation and control
business
Page 14Confidential Property of Schneider Electric |
US Process Automation Business
o Service growth by modernizing large installed base
o Broad portfolio (systems, products and services) to leverage investments in petrochemical/chemical
and shale gas/oil markets
o Strong digital offering that helps clients improve profitability
GTM ModelKey segments
Page 15Confidential Property of Schneider Electric |
Aveva combines the asset and operations life cycles
ASSET
PERFORMANCE
MONITOR
AND CONTROL
ENGINEER
PROCURE
CONSTRUCT
OPERATE
AND OPTIMISE
PLAN AND
SCHEDULE
Complete digital definition across all
elements of design, engineering,
construction and production
operations
Complete digital definition and
orchestration of all elements
across production operations
ASSET
LIFE CYCLEIMPROVE RETURN ON CAPITAL
OPERATIONS
LIFE CYCLEIMPROVE PROFITABILITY
Digitizing the Value Chains
Page 16Confidential Property of Schneider Electric |
Strong presence in key customer segments
Healthcare Data Centers
Residential100% exclusive with #1 and #6 builders in the
country
Infrastructure
1st USGBC PEER Platinum Project
Page 17Confidential Property of Schneider Electric |
Transforming to a complete Digital Customer Experience
Goal is to drive a seamless, connected, and effortless omnichannel customer experience
SPECIFICATION
Increase specification
and opportunities
through Building
Information Modeling
INFLUENCE
Grow traffic and leads
through more precise
digital marketing
PURCHASEINSTALL/
SUPPORT
Gain efficiency through
digitized customer care
LOYALTY
Create business
opportunities and
stickiness via digitized
partner relationships
• Partnership with
& other software
vendors
• Embed where our
customers are
• Marketing automation
• Search Engine
Optimization
• Personalization
driving satisfaction
• Social listening
• Crowdsourcing
• Commerce connector
• Selectors, world-class
data — seamless
purchase experience
• Artificial Intelligence
• Video FAQs
• Guided self-service
chat
• Forums
• Mobile
• Online certification,
marketing / lead sharing,
and loyalty programs to
drive partner growth
• Activate via communities
and third-party services
Bu
sin
es
s v
alu
e
rea
liza
tio
n
Expand sales through e-
commerce enablement
One example of our digital transformation
Page 18Confidential Property of Schneider Electric |
We have strong positions across our US markets in Energy Management and Industrial Automation
We are well positioned to benefit from
emerging market opportunities
Innovation
+
Digital deployment
+
Segment expertise
+
Cross- selling
+
Grow services
We continue to build & invest in
our strong core business
Smart homes and buildings
+
Electric Vehicle (EV) adoption
+
New Energy landscape
+
Massive Data Growth
+
Industry of the future
Residential &
Non-Residential Industry
IT &
NetworksInfrastructure
Well-positioned to benefit from emerging trends - leveraging strong positions
in key markets
Page 19Investor Relations - Schneider Electric
Driving Edge datacenters and demand for LV/MV/SP offers
Supported by EcoStruxure and Wiser platforms
Driving demand for Microgrids, ESS, ASCO & rest of portfolio
Emerging trends
Driving demand for EcoStruxure for plant and machine
Opportunities for LV/ MV/ ASCO / EV charging
Massive Data Growth
Smart homes and buildings
New Energy Landscape
Industry of the future
Electric Vehicle (EV) adoption
Agenda
Page 20Investor Relations - Schneider Electric
US Business overview
Growing with key market trends
Strength in our core business
We help customers carry out their digital transformation thanks to our
EcoStruxureTM architecture and platform
IT Advisor™ ScreenResource Advisor Screen
“Energy is a major cost component for Hilton Worldwide.
It’s the second largest expense to labor.”
Apps, Analytics
And services
Edge Control
Connected
Products
14.5% energy savings since 2009
Hilton Downtown Atlanta utilizes EcoStruxure Resource
Advisor to manage energy usage
Thomas Webster, Director of Strategic Sourcing Energy Management,
Hilton Worldwide
Automation
Server
Room
Controllers
EcoStruxure
Resource Advisor
EcoStruxure
Building Operation
Guest Room
Management System
Integration with
Property
Management System
#DigitalEconomy | @AamirPaul1Page 22Confidential Property of Schneider Electric |
Hilton WorldwideOne of the top three chains in the world
Washington,
DC (HQ)
For Hotels
University of Pennsylvania Medical CenterDigital infrastructure for the hospital of the future
Philadelphia,
Pennsylvania
#DigitalEconomy | @AamirPaul1Page 23Confidential Property of Schneider Electric |
“We’re building a hospital that will allow us to deliver the very best care the 21st century can
offer patients –but we’re also ‘future-proofing’ it to ensure that we can quickly and seamlessly
adapt what we do to help our patients in the coming decades.”
for Building
Apps, Analytics
And services
Edge Control
Connected
Products
Largest capital project in campus history
Low Voltage CAPEX Savings up to 5%Future-ready hospital, flexible and upgradable
through next 15-20 years
J. Larry Jameson, MD, PhD, Hodean of the Perelman School of Medicine
EcoStruxure
Building Advisor
EcoStruxure Asset Advisor
EcoStruxure Power
Monitoring Expert
EcoStruxure
Building
Operation
QED2 Switchboards PowerLogicSwitchgear I-line Busway
A clear strategy for superior performance
Page 24
Investor Relations - Schneider Electric
Superior performance
Strong Attributes
▪ Leading portfolio of energy
efficiency and automation
technologies
▪ Powerful brands
▪ Strong Channel-To-Market /
Partner relationships
▪ Deep presence in key markets
▪ Strong innovation and digital
capabilities
Clear Focus
▪ Segment expertise
▪ Cross- selling
▪ Grow services
▪ Innovation
▪ Digital deployment
▪ EcoStruxure
Well positioned for
emerging trends
▪ Smart homes and buildings
▪ EV adoption
▪ New energy landscape
▪ Massive data growth
▪ Industry of the future
Our technologies ensure that
everywhere, for everyone and at every moment.
Page 3Confidential Property of Schneider Electric |