Oracle: Time for some respect

Oracle: Time for some respect

Oracle is skirting with a market valuation of $ 2oo billion. Wall Street is gushing. Whatever. I am not writing this to join their praises – I have never judged companies purely on their financial performance. I am more impressed with operational metrics which Oracle has been disclosing over the last few months but which […]

Predict and Prepare

Predict and Prepare

I am honored to be part of Bill Kutik’s 7th annual videocast about trends in enterprise software, especially around HCM and Financials. Sponsored by Workday, I will join Naomi Bloom and Brian Sommer live on December 16 at 11 am pacific from Palo Alto, CA. If you have seen  the four of us on panels, […]

SAP Simplification: an exciting development

SAP Simplification: an exciting development

It’s tough to miss a 3 page, full color spread in the Wall Street Journal. And if you miss it, it slaps you on the head a couple of days later. Dr Hasso Plattner’s conversation with Dennis Howlett provides more clues. Slowly but surely, SAP “Run Simple” is moving from marketing tagline to action. It’s about […]