The Oracle Enigma
Rimini Street recently conducted a survey of Oracle customers. Oracle and Rimini have long been in litigation, so I would read the results with a nuanced viewpoint, but it does not paint the picture of a very happy Oracle Nation. As an analyst, I am particularly interested in products and competitive positioning. One of the more […]
Workday: The Power of Focus
kept thinking of Southwest Airlines while I was at the Workday Innovation Summit in CA last week. I had read this tribute to the legendary founder, Herb Kelleher on the flight over and it reminded me how revered he was – like Dave Duffield of Workday is in HCM circles. Then, a walk down memory lane took […]
Drama in enterprise computing
Ray Lane, a top-notch tech executive and investor over decades, said this about my new book “Don’t be fooled by the title—the book is not just about SAP. It’s about drama in enterprise computing.” I then used “drama” in the title of my recent ZDNet guest column. Drama? That’s what you get in Augusta in April. Isn’t […]
Rob Enslin, turnaround artist
SAP briefed me, under NDA, on Friday night about Rob Enslin leaving. At that time, I was also staring at a fairly hostile email from another vendor exec in response to a request they become more open in their analyst relations. The stark contrast made me appreciate even more how Rob and others at SAP have […]
5 Ways To Demystify Zero Trust Security
Bottom Line: Instead of only relying on security vendors’ claims about Zero Trust, benchmark them on a series of five critical success factors instead, with customer results being key. Analytics, Zero Trust Dominated RSA Analytics dashboards dominated RSA from a visual standpoint, while Zero Trust Security reigned from an enterprise strategy one. Over 60 vendors claimed […]
Qualtrics: Not just a shiny new object for SAP
I want to be respectful of the NDAs SAP requested during the recent analyst summit but wanted to share early thoughts that crossed my mind as we were introduced to SAP’s new acquisition. We saw keynotes at the Qualtrics X4 conference, had a walk through of the show floor, a q&a with the management team […]
Vodafone’s 2019 IoT Barometer Reflects Robust Growth In The Enterprise
85% of enterprises who develop deep expertise with IoT succeed at driving revenue faster than competitors. 81% of enterprises say Artificial Intelligence streamlines interpreting and taking action on data insights gained from IoT systems and sensors. 68% of enterprises are using IoT to track the security of physical assets, making this use case the most […]
The coming Enterprise Software Hurricane
In interviewing SAP customers for the upcoming book, I ended up classifying them broadly into four groups. I termed the first three: a) Risk-takers who are trying out new Leonardo ML or IoT projects, developing new functionality with its Cloud Platform, moving to S/4HANA in the cloud; b) Modernizers who are moving to S/4 on […]
Polishing brand ERP
Kudos to Cindy Jutras for her study “Real Facts About ERP Implementation”. Her survey showed that two-thirds of respondents graded their ERP implementation as “successful” or “very successful.” The survey found 31% thought their ERP project was at least a partial success, while 2% thought they were “not very successful.” Only one out of 315 thought their […]
Time for more vertical integration in enterprise software
As SaaS vendors took off in the early 2000s, I was encouraged by their business model. They had collapsed software, hosting, application management and upgrades into one contract. But in recent years I have seen a reversal and a lot of fragmentation. So, vendors are leveraging AWS or Azure for their infrastructure. Is that showing […]
