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Feeling the pinch

Thursday 07 February 2002 12:51
Money may be too tight to mention right now, but IT spend is set to pick up soon. John Riley reports

IT directors and managers are beginning to feel the pinch, especially in large companies, as IT budget growth falls towards its lowest point for nearly a decade. That is a key finding from the spring report on UK IT expenditure from Computer Weekly and Kew Associates, published this month. However, although IT spend growth is set to fall to 6.9% this year, down from 8.4% in 2001, the total pot that users will spend on hardware, software, services and staff in the UK this year will be the highest ever, at £64.5bn.

The good news for users is that this fall - the fourth continuous one since the bumper Y2K budgets of 1999 - has probably bottomed out and we can look forward to growth in IT spend above 9% from next year onwards.

Compared with their counterparts in other departments, IT directors can spend a disproportionate amount of their companies' cash. The survey reveals that IT spend growth is currently running about 3.5 times gross domestic product (GDP) growth. However, with the general business downturn IT is getting more flak and confidence is falling as perception grows that IT is not helping business strategy. IT budget holders are trying to address this, which is borne out by the huge emphasis that those surveyed in November now place on tying IT to business needs, and trying to obtain value for money.

Average spend per employee
A key measure of IT expenditure is average spend. Average spend on IT per employee, that key overall measure in many companies, was £2,480 last year, up from £2,320 in 2000. That figure is set to rise to £2,615 this year and £2,870 next year. However, spend per employee varies dramatically according to vertical sector.

For the whole of 2001, companies overall in the UK spent on average £2,480 per employee on all aspects of IT spend, including staff. The energy and water supply industries spend most on IT per head, at £13,273 compared to banking and finance at £12,279. Respondents expect those figures to rise to £15,327 and £12,737 respectively. The construction industry spends least - just £649 a head last year rising just £53 to £702 this year.

The survey finds that the general perception of gloom for the IT industry is not entirely justified. That perception is fuelled, for example, by reports such as Merrill Lynch's influential survey which quizzes a small number of the largest European organisations. However, when broken down by size of company, the overall picture is brighter, as small and medium-sized businesses (SMEs) with fewer than 500 employees are growing their IT investment consistently more quickly than large ones. By the last quarter of 2001, large companies had stalled their IT spend growth down to 3.7%, down from 6.1% the previous quarter, as they paused to focus a lot of time on re-engineering. By contrast, SMEs are proving more flexible, with their budgets still running at 10.7% growth last quarter, albeit down from 14.3% in the equivalent quarter last year.

Pot of spend
A striking correlation between IT growth and GDP growth every quarter since the mid 1990s indicates that boards are in full control of their organisations' spend on IT. Only under exceptional circumstances, such as the Y2K phenomenon, or the dotcom-induced mania, will they sanction new money for IT as the graph (above right) shows.

IT managers are being given a fixed pot and they have to prioritise their spend. Suppliers do not influence the overall size of that pot, but any demands for extra money they make for no true extra business benefit will affect the overall product and service mix that users buy. That is why, in 2001, Microsoft's arbitrary changes to its licensing structure and its forced timetable for compliance, caused such shock waves through the industry.

For budget growth in 2002, the best sector to be in is the public sector. This is the only major sector experiencing a double-figure growth in IT spend (at 12.3%). That is due to the money the Government is putting into improving public services via, for example, the various e-government initiatives. Growth here is driven by the Government, not technology. Consequently suppliers, some of whom know little about the public sector, are beating a path to IT directors' doors there.

By contrast, IT departments in the production industries and the services sectors are having to make do with budget growth of about 6%, which should turn budget holders in non-IT corporate departments green with envy.

Suppliers - hardware and software
Across all industries, companies typically spend £605 per employee on hardware, £348 on software and £667 on services. That figure rises and falls significantly according to sector. For example, it ranges from £4,776 per worker paid on IT services in the energy and water supply industries to just £141 in the construction sector.

There is good news for hardware and software suppliers who have endured a desperate 2001 as overall growth in user spend in these areas has plummeted. Users want to spend more of their pot here rather than in IT services. So far, hardware suppliers have been particularly badly hit, with overall growth plunging from 5.0% in 2000 to 2.8% last year. Spend on desktop PCs was in actual decline (down 4.1%). To judge from the quarterly data from the survey, mid 2001 was the nadir for hardware suppliers with second quarter growth at just 0.8%. Growth picked up in the last quarter of 2001 and users say they want to more than treble their spend growth on hardware (to 8.7%) in 2002.

Software growth fell heavily last year (from 12.6% to 8.8%), with custom software and development tools feeling the brunt. The outlook is healthy with steady growth over the next two years. However, in both areas, suppliers can expect hard bargaining from users who are having to think constantly about value to the bottom line for their purchases.

Services
The intention by users to boost prioritisation of their pot of spend towards hardware and software will be at the expense of IT services where growth will brake dramatically this year - from 11.4% to 4.1%.

In particular the thrust towards outsourcing, which enjoyed more than 18% growth in 2001, may not continue as vigorously, according to the 2,500 respondents to the survey in November. This contrasts significantly with Gartner Group's contention that outsourcing will see strong growth this year. British users are consistently telling us the opposite, although in practice it may not be that easy to disengage from outsourcing contracts, and the size of the outsourcing market is dependent on large contracts.

The decision by Zurich Financial Services, for example, not to outsource at the end of 2001, will probably be more typical than the mammoth outsourcing planned by Consignia.

According to the users surveyed, growth areas for services include education and training (22% last year - but forecast to go down to 9% this year) and online information services (22% growth last year - with just a 12% growth forecast this year).

Staffing
Pressure from the slowing economy and close attention to costs is resulting in caution in developing new systems for new areas. Contracting spend fell by more than 8% last year. Permanent IT staff in user companies had a good year - staffing budgets were 9.3% up overall on 2000. However, there was a sharp fall in the fourth quarter, which suggests business is beginning to cut back on permanent staff.

Other trends
By November 2001, long-term budget expectations for spend in certain areas had shifted significantly from May. Users revised their expectations for spend on e-commerce downwards to 2003 by 11%, and on IT security by 3%, while they raised their intentions to spend more on customer relationship management (10% more than expected by 2003).

Although IT budget holders are now more intent on creating value for the business, the report reveals fundamental mismatches between what the board expects from IT and what IT delivers.

Key drivers for corporate user IT spend decisions
  • "Market conditions driving down costs. IT expected not only to drive costs down but also bear their part of cost cutting" (Energy and water supply)

  • "Board room still concerned about value of IT expenditure" (Energy and water supply)

  • "Staff and user service still the most important factors. IT security becoming ever more important" (Metals, minerals, chemicals manufacture)

  • "In manufacturing, it is the state of business and whether sufficient profits are made to make investment possible" (Metals, minerals, chemicals manufacture)

  • "Lack of perceived value by board" (Metal goods, engineering, vehicles)

  • "IT expenditure is only feasible if profit targets are met" (Metal goods, engineering, vehicles)

  • "Customer demand for lower cost, higher quality and faster turnaround" (Other manufacturing)

  • "Reliability, value for money, licensing" (Other manufacturing)

  • "Construction industry lags behind, only about 40% of companies have e-mail. So e-commerce will be some time coming" (Construction)

  • "Standardisation of back-office and desktop" (Construction)

  • "Need better and more reliable storage mechanisms" (Retailing, wholesaling, hotels, catering)

  • "Cost exposure, operating system turnover, processing speed escalation, compatibility" (Retailing, wholesaling, hotels, catering)

  • "Political uncertainty in passenger rail industry holding back investment" (Transport and communication)

  • "Driven by customer demands - no demand for CRM - we are not in the ERP marketplace" (Transport and communication)

  • "Constrained by higher level group standards and requirements" (Banking and finance)

  • "Cost cutting - security improvements" (Banking and finance)

  • "Moving to thin client environment in next six months" (Insurance)

  • "Significant staff cutbacks this year due to finance industry recession" (Insurance)

  • "Trying to make a paperless office" (Business services)

  • "Key drivers over the next year will be workflow/process control, on-line information services and security" (Business services)

  • "Weak euro means very poor margins, hence cost pressure" (Business services)

  • "Unless dramatic software evolves, no major changes or purchases within three years" (Computer services)

  • "Increased reliance on remote working and Net-based information services = greater security" (Computer services)

  • "E-government" (Local government)

  • "Standardisation of operating systems, applications and merging of applications to run under single databases" (Local government)

  • "National licence for software will obviate most software cost in the next two years" (Central government)

  • "NHS expectations to reduce all bills annually by 3% yet still maintain and improve services" (Central government)

  • "Cash limited NHS IT resources" (Health service)

  • "Implementation of government NHS plan and e-government" (Health service)

  • "Without Microsoft dependence we could reduce costs by approximately 50% overnight" (Education)

  • "Massive cuts in funding - running on a shoestring" (Education)

  • "IT expenditure is on an 'as needs' basis" (Other services)

  • "EDI developments increasing. Use of Internet for access to customers" (Other services)
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