Do We Have Enough Pipeline? The One Simple Metric Many Folks Forget.
Pipeline is a frequently scrutinized SaaS company metric because it’s one of relatively few leading indicators in a SaaS business — i.e., indicators that don’t just tell us about the past but that help inform us about the future, providing important clues to our anticipated performance this quarter, next quarter, and the one after that. […]
New ARR and CAC in Price-Ramped vs. Auto-Expanding Deals
In this post we’re going to look at the management accounting side of multi-year SaaS deals that grow in value over time. I’ve been asked about this a few times lately, less because people value my accounting knowledge [1] but rather because people are curious about the CAC impact of such deals and how to […]
Plex ML project – something every software vendor/systems integrator could emulate
Plex ML project – something every software vendor/systems integrator could emulate Machine Learning is a hot topic. Every software vendor is talking about ML and AI in their products. Plex applied ML to something very different – an understanding of how their customers configure parameters in the Plex system. This conversation with Jerry Foster, CTO, […]
Where have all the process visionaries gone?
A recent visit to an Amazon Fulfillment Center was eye-opening. They have completely redefined the old warehouse pick, pack, ship mindset. It’s now stow, pick, pack, verify, and in their lingo, SLAM and “chaotic storage”. Kiva robots and miles of conveyor belts bring work to employees not the other way round. Scanners, scales, sensors monitor […]
What really is “Go-to-Market”?
The single most bastardized, watered-down term in the business of enterprise tech is “Go-to-Market”. Go-to-Market (GTM) gets bandied about as the cure-all to everything from missing 2 sequential quarters to losing critical deals to a single competitor, to seeing a tepid uptick in demand, to my least favorite – a one-time effort to coordinate activities […]
Cloud Applications – A long, winding road dotted with Bystanders
Frank Scavo’s Computer Economics has a nice post about the the long, winding road – the slow customer march to cloud applications. Bill Kutik pointed to similar slow movement more specific to HCM cloud applications in a recent LinkedIn post. My recent book and my advisory work provide an additional perspective to their data. I identified a large […]
Control your own destiny when it comes to EOL of your packages
A recent Rimini Street survey says that in spite of the announced 2025 end of life for core applications in SAP Business Suite 7 ERP product and older versions, “Of the IT leaders surveyed, two-thirds state they either have no plans to migrate to S/4HANA (35%) or are undecided about moving to S/4HANA (32%) ” IDC, on […]
Zoho’s strikingly different global path
I have heard Zoho talk about doing business in UAE and Nigeria. That is so different from other cloud vendors which tend to mostly focus on N. America and Europe. Over the last decade, their US revenues have steadily declined to now about 40%. Not because the US, is not growing, because other regions have […]
The IFS-Acumatica-EQT “powerhouse”?
Part of me is excited by the announcement that EQT, the private equity investor in IFS is also buying Acumatica. I have been saying for a while even after two decades of cloud applications, there are shockingly few operational applications for manufacturing and other industrial markets. But the announcement also has me asking “so what?” The good […]
TAMyopia
By Vinnie Mirchandani on October 11, 2019
When I was at PwC in the early 90s, I remember we used to throw out statements like “we have 40 to 50% market share in the SAP (or PeopleSoft) implementation market” When I got to Gartner I saw their competitors were saying similar stuff. So, I started telling them – “no, actually you have […]
Posted in Business, Featured Posts | Tagged Cloud Computing, Global and Vertical extensions, Industry Commentary, SaaS, Silicon Collar