
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 […]

Blame the Customer?
Who is to blame for IT project failures? My colleague, Michael Krigsman, argues that when IT projects wander into the “IT Devils Triangle,” all three participants–the vendor, the integrator, and the customer–are to blame. Michael is very insistent about this; in a recent post on Marin County v. Deloitte, he says, “In my view, it […]