Vinnie Mirchandani
CEO of Deal Architect, a top advisory boutique recognized in The Black Book of Outsourcing, author of a widely praised book on technology enabled innovation, The New Polymath, prolific blogger, writing about technology-enabled innovation at New Florence, New Renaissance and about waste in technology at Deal Architect. Previously Analyst at Gartner, Partner with PwC Consulting. Keynoted at many business and technology conferences and has been quoted in the Wall Street Journal, BusinessWeek, The Financial Times, CIO Magazine, and other executive and technology publications.
SAP’s Integration Urgency
Talking about the heady days in the late 90s, one of SAP’s best salespeople had reminisced: “It was a truly transformational time for the technology industry. We replaced thousands of departmental and mainframe systems. We put MSA, M&D, and many…
Constellation Research event: Expansive, respectful vibe
Let’s face it – industry events are increasingly formulaic. Most vendor conferences are predictable – keynotes and product futures, rock bands, large partner booths. Most research firm events tend to be siloed around their category definitions and what currently excites them. So, I particularly enjoy events like Cognizant Community which are about conversations with peers, mind expansion, […]
A perspective on the SAP Capital Markets Day
I am a customer and market analyst and tend to not attend too many earnings calls or Wall Street presentations. But I made time to listen to the SAP presentation yesterday. It was a coming out event for the 2 new co-CEOs, Jen Morgan and Christian Klein and there has been much speculation (with a […]
A vertical that is growing…well, like a weed
I have been imploring software vendors to globalize and verticalize their applications for a while now – after two decades of cloud apps, less than 20% of the grid of applications across countries and operational processes is filled. I have been increasingly writing about fintech, shop floor, healthcare and other industry functionality. But I wasn’t […]
The disconnect between software buyers and vendors – about the role of SIs
In the case studies I wrote for SAP Nation 3.0 I noticed two common threads A) Customers were using SIs cautiously – the last set of experiences with SIs and outsources has made them wary. A couple even thanked me for writing the first volume and bringing out the massive cost and poor quality of […]
Gradually, then suddenly
Lots of people are rattled by all the executive changes in the industry over the last few months …Bill McDermott and Rob Enslin at SAP…John Donahoe at ServiceNow…Mark Hurd and Thomas Kurian at Oracle …Charles Phillips at Infor….Bob Stutz at Salesforce…. There is plenty of speculation … Call me old fashioned, but I take the […]
A different Vegas. A very different Workday.
This was my sixth trip to Vegas this year. Coming from humid Florida, I have a routine for that city. Gallons of water and lotion to compensate for the heat and dryness. Gear to protect against the excess of artificial light and sound. But this time in town for Workday Rising, Vegas felt a bit […]
Was the S4HANA launch rushed?
As I listened to the SAP launch in NYC of its S4 product I told a few folks I was struck how high level the presentation was. That they should have field tested and matured the pitch with many customers and presented a more mature version at Sapphire 3 months from now. I went back […]
Hello again, Moore’s Law
There are rumors of massive layoffs at IBM. True or not, there is no denying the company has had years of consecutive quarterly revenue declines. Poor Ginni Rommety gets the blame, but my view is IBM forgot about Moore’s Law and continuous value improvements as it diversified into software and services over the last two […]
The SAP Fort Knox
Andrew Nusca at Fortune interviews Bill McDermott, CEO of SAP here. What’s striking is Bill talks incessantly about the “new SAP” : HANA, Ariba, Concur, SuccessFactors, Hybris, Fieldglass, Sybase. The stuff is not exactly new – most of the products are decades old, but they are new to SAP and Bill is clearly enamored with […]
