From this Redmond Channel Partner article… (Source)
Cutler, of Slalom Consulting, says his company sees an opportunity to deliver numerous new services, especially as they relate to building applications on top of SharePoint Online. “There’s a lot more in the application development space, so now that you’ve got a platform like SharePoint, people are now saying, ‘Well, you’ve got this great platform. Now we can enable all kinds of business processes.’ So we can build the applications on top of that. It’s actually expanding the work that we can do with our clients and the value they’re getting out of that work.”