Starting next week I will get briefings from a wide range of enterprise players – Infor, Workday, Oracle, Rimini, Salesforce and Microsoft among them. Conference season is in full swing.
I have not been so excited in a long time. The reason is I feel a thaw in the enterprise market.
My SAP Economy book research has allowed me to talk to a range of its customers. While the book has a ways to go with publishing edits, my sample of customer interviews suggests the natives are very restless.
My case studies are organized as follows
A. The Un-adopters – outright turning off SAP, or moving to third party maintenance
B. The Diversifiers – ring fencing SAP with cloud apps, or tiering around SAP
C. The Pragmatists – changing outsourcing models, more demanding before extending SAP reach
D. The Committed – adopting HANA, consolidating SAP instances etc.
SAP, of course, is no slouch. My book will bring out plenty of what it has done right in the last three decades. It now has a charismatic new leadership which can energize the company and the customer base.
But SAP is burdened with a bloated ecosystem with a poor delivery record and an unattractive cost base. SAP has also neglected a number of application areas with its intense focus on HANA, NetWeaver etc, so it is also more vulnerable than it has been in a long time.
I have ordered front row seats to watch the tournament over the next couple of years.
(Cross-posted @ DealArchitect Full)