By Vinnie Mirchandani on October 23, 2014
Mike Ehrenberg, CTO for Microsoft Business Solutions was describing his new CEO Satya Nadella’s management style – the senior leadership team meets twice a week. “It plays havoc with planning international trips, but allows us to iterate rapidly as a company”
Kirill Tatarinov, EVP of the Business Solutions group says they have moved from Steve Ballmer’s “hub and spoke” management style to much more of a “connected tissue”. It’s allowing Microsoft to evolve to a “single P&L”
Sidebar conversations during the Fall Analyst Event this week showcased the evolution of “One Microsoft” that I had described here. I like to write about Polymaths and Microsoft is a formidable one with competencies in
- Operating Systems
- High Value Apps
- Cloud Services
- Machine Learning
- Natural UI
- Consumer/Enterprise (comfort with both)
Of course, analysts like to carve the market into neat acronyms, and most customers still buy discrete pieces of technology, so the event mostly showcased Microsoft Dynamics ERP and CRM customers and product evolutions. In a q&a, Satya invited us to keep reminding Microsoft about the broader opportunity and under non-disclosure we heard of newer examples similar to Delta where Microsoft had pulled together retail, mobile, cloud technologies to deliver their in-flight POS
What was nice was even the ERP/CRM customers who presented during the event reflect a “New Age” economy:
- Trupanion– provides pet insurance and their actuaries uses Big Data to price premiums by breed, age etc. I hope to profile them on New Florence after a call with one of their data scientists
- KEXP – a non-profit radio station in Seattle which invites new bands to perform live (an impressive list including Nirvana and Death Cab for Cutie to Shovels & Rope and Macklemore & Ryan Lewis) talked about how Youtube has expanded their audience and funding sources beyond just the local market.
- True Blue – a temp agency described how texting and other mobile technology is reshaping blue collar work assignments
- Microsoft Retail – described point of sale and other innovations they have pioneered in over a hundred stores and how that feedback has helped evolve omni-channel industry features in Dynamics
- Carrefour –the grocery/retail industry is evolving with same day delivery and a new set of tech savvy competitors
Another changing marketplace is that of IT services. Microsoft showcased a spectrum of 6 partners ranging from from $ 28 million in revenues PowerObjects to ABeam Consulting ( a SAP SI strong across Asia which is doing two-tier Microsoft projects) to $ 100 billion revenue-strong IBM.
Microsoft has invested significantly in lifecycle management tools around its applications and it was interesting to see the enthusiastic attitude about these tools from the smaller partners compared to that of the bigger ones.
Microsoft sells Office and other tools to white collar workforces but it has also seen massive scale efficiencies from machine learning and cloud infrastructures. Satya responded to my question saying “He wants customers to “become software companies” by creating unique, differentiating code and reducing labor needed for back office functions.
That is the another major opportunity and challenge for Microsoft: to prevent a repeat of what bigger SIs and offshore firms did in creating a massive labor intensive economy in spite of SAP’s ASAP , Solution Manager and other tools and methods.
All in all, an invigorating couple of days on the shores of Lake Washington. As a dog lover, I particularly liked the Woodmark Hotel’s resident pets and Trupanion bringing two canine panelists to their session.
I hope to profile some of the newer “One Microsoft” customer examples on New Florence as soon as the non-disclosure embargo is removed.
By Denis Pombriant on September 19, 2014
I was going to write a post about Larry Ellison leaving Oracle after he announced his retirement on Thursday but it is probably pre-mature. Ellison will become the executive chairman while Safra Katz and Mark Hurd run the shop as co-CEO’s and I have a lot of doubts. It’s not that Safra and Mark are […]
By Anshu Sharma on February 4, 2014
Satya Nadella is a highly accomplished, extremely smart Microsoft executive who is correctly receiving a warm reception from media and pundits. The question that remains open however is – is he the change agent that can help Microsoft avoid the fate that other Wintel players are facing? He clearly seems to have taken to Marc […]
By Denis Pombriant on February 4, 2014
Satya Nadella, CEO Microsoft Note: In a bit of operator error an earlier version of this post clipped off the first para. Here it is restored. Microsoft announced its selection of Satya Nadella to be the third Microsoft CEO today and I wish him well. In a flurry of announcements, Bill Gates also stepped down […]
By Denis Pombriant on August 23, 2013
From the get-go Steve Ballmer had an impossible job to do. Long the number two man at Microsoft behind iconic founder and chief geek, Bill Gates, Ballmer got to take over when the Gates bubble was beginning to wear out. Gates built the company he founded with Paul Allen from zero into the powerhouse of […]
By R "Ray" Wang on July 1, 2013
Oracle’s recent partnership announcements to supply Oracle technology to key cloud vendors such as Microsoft, NetSuite, and Salesforce.com create serious implications for the market.On June 28, 2013, Esteban Kolsky, Holger Mueller, and R “Ray” Wang discussed the implications of Oracle’s recent partnerships for: Salesforce customers Microsoft customers NetSuite customers Oracle customers Cloud competitors such as Amazon, Google, […]
Posted in Business | Tagged #bromance, @ekolsky, @holgermu, @larryellison, Azure, benioff, Cloud, Dell, Esteban Kolsky, HANA, Holger Mueller, hp, ibm, Larry Ellison, Larry's Kids, Marc Benioff, microsoft, netsuite, oracle, R, R "Ray" Wang;, rwang0, salesforce, sap, saphana, Software Insider, SoftwareiInsider, SoftwareInsider, Steve Ballmer, TeleNovella, Vertica, Zach Nelson
By R "Ray" Wang on June 25, 2013
At the end of the day two veterans of the enterprise software industry, Hasso Plattner and Larry Ellison are re-inventing their companies through database innovations…
Posted in Featured Posts, Technology / Software | Tagged Amazon, Amazon EC2, Amazon Web Services, Amazon.com, Apps Strategy, BigData, Cloud, Cloud Computing, cloud integration, Cloud options, cloud security, Cloud Wars, colummnar database, Constellation Research, Consumerization of IT, Database, enterprise, enterprise applications, enterprise apps, Enterprise apps strategy, enterprise software, enterprise strategy, google, hybrid deployments, iaas, Larry's Kids, microsoft, Microsoft Azure, Microsoft Azure Services Platform, Microsoft SQL Server, Microsoft STB, Microsoft Windows, News Analysis, oracle, Oracle 12C, PaaS, partners, partnerships, Partnerware, R "Ray" Wang;, rwang0, SaaS, software bill of rights, Software Insider, Software Insider Index, software licensing, software ownership, SoftwareInsider, Steve Ballmer, vendor strategy, VMware
By Bob Warfield on July 17, 2012
I know this will come as a shock to many Microsofties who will hate seeing their company compared to Yahoo, but I firmly believe that Steve Ballmer and Marissa Mayer face exactly the same problems at their respective companies. The only differences are matters of scale and position on the lifecycle to extinction. Both are […]
By Esteban Kolsky on June 28, 2012
Well, after that title — what else is there to say? Lots, hear me out – I’d like to tell you why I am going against all the optimists out there (although I do consider myself an optimist) and why I liken this deal to AOL acquiring Time Warner (and we all know how well […]
By Vinnie Mirchandani on June 19, 2012
As he introduced the Microsoft Surface tablet yesterday, Steve Ballmer kicked off by pointing out Microsoft has long been a hardware player. He is right of course. Lots of accessories – mice, webcams. Lots of devices which did not overlap much with its licensees – Zune, XBox, Kinect, Surface table. With Surface Tablet we may […]