ERP’s Disruptive Moment
At Dreamforce Zuora, like many other emerging companies allied with Salesforce.com, decided to hold a user group meeting. As long as the customers jointly held by Salesforce and Zuora were in town the logic went, why not have them in for a day of education, listening and a pep talk form the boss. It was [...]
Workday and Hoover Dam: Valuing Cloud Companies
Groupon at $6 billion, for what, coupons? Twitter at who knows how much more, for what, stray pulses of thought? CornerStone OnDemand at 10 times revenues? How much of that is for the words “OnDemand” cleverly tacked onto the name? Are we in the middle of a cloud boom? And if so, can we learn [...]
Well-spent Workday @ Workday–Here’s the Firehose
Yesterday I was privileged to sit in a group of 20 or so analysts (many of them fellow Enterprise Irregulars) invited to Workday’s first ever Technology Summit. For short background, Workday’s original call to fame came from it’s Founder, Dave Duffield, an Enterprise Software Legend, who built PeopleSoft from nothing to a position of challenging [...]
M&A Observations: Whither Goest Genesys?
Late-breaking news. Genesys’ buyer is PeopleStrategy, the current owner of Integral Systems (which was Dave Duffield’s predecessor company to PeopleSoft, so we’re going back here to the mid-80′s for it’s heyday). PeopleStrategy is led by Randy Cooper, who also led the buy of Genesys for Salary.com. Randy is very experienced with that generation of HRMS, having [...]
Friday’s Feature: Workday Release 10 Moves Users One Step Closer To ERP Replacement
Workday Continues To Pioneer SaaS Success In The Enterprise Founded by Dave Duffield and Aneel Bhusri in March 2005, Workday has grown the company to over 135 customers with 80+ companies in production, 17 enterprise payroll companies, and over 400 employees in 50 countries worldwide. Key industries include services, technology, financial services, manufacturing, healthcare, and [...]
