Oracle: Does good luck also come in threes?
1. Oracle does very well in the premier version of the Gartner Magic Quadrant for “Cloud Core Financial Management Suites for Midsize, Large and Global Enterprises”. Only Oracle’s ERP cloud and Workday are in the Leader’s quadrant, and Oracle’s NetSuite subsidiary just barely missed getting there. 2. Oracle had a very impressive cloud performance in […]
How Artificial Intelligence Is Revolutionizing Enterprise Software In 2017
81% of IT leaders are currently investing in or planning to invest in Artificial Intelligence (AI). Cowen predicts AI will drive user productivity to materially higher levels, with Microsoft at the forefront. Digital Marketing/Marketing Automation, Salesforce Automation (CRM) and Data Analytics are the top three areas ripe for AI/ML adoption. According to angel.co, there are […]
Are ERP vendors in touch with a changing services economy?
UNIT4 had an analyst day last week. FinancialForce is hosting its user conference this week. I missed both due to other commitments but I see lots of tweets from fellow analysts. Good to see both vendors, focused on service sectors, get the attention. The services sector has been on my mind for several gut-wrenching changes […]
How AWS And Azure Competing Is Improving Public Cloud Adoption
Public Cloud spending is predicted to grow at quickly, attaining 16% year-over-year growth in 2017. Cowen’s AWS segment model is predicting Revenue and EBITDA to grow 25% and 26.8% annually from 2017 to 2022. Microsoft Azure is viewed as the platform that customers would most likely purchase or renew going forward (28% of total vs. […]
Get Ready to Give Up on LinkedIn for Marketing
I just read a notice in Buffer, the software I use for Social Media sharing, announcing that as of July 2017, LinkedIn would be closing down API access to LinkedIn Groups. Time to give up on LinkedIn for marketing. Here’s the problem: I use LinkedIn by cross posting my latest content there. It’s easy to […]
SapphireNow – is SAP poised to lead the industry again?
I went to SapphireNow in Orlando. I am getting requests to write an update to SAP Nation. There is plenty I could write about – how thousands of SAP customers are trying out one or more of the “coping strategies” I had outlined in the book to manage their exposure to SAP and partners – […]
PowerPlex celebrating the American Mittelstand
I leave every visit with Plex invigorated. Last week their user conference, PowerPlex in Atlanta was no different. Each time they showcase a growing number of customers – the majority are mid-sized US manufacturers. Plex now supports 566 customers, with 1816 plants in over 20 countries and $35+ billion in combined revenue. And every time […]
Workday’s relentless focus
Many a company has tried to cajole and bribe Workday to develop “books of record” in the cloud for their industries, and I must admit I have been guilty of encouraging them to consider such requests before the market opportunity closes. But other than for Higher Education, it has demurred. It keeps adding vertical features […]
Oracle Media Day: another view into the hurricane
Oracle does a good job keeping us informed on the growing breadth of its SaaS, PaaS, IaaS and DaaS offerings throughout the year – see my post on Hurricane Oracle in January. So, I wondered if I would learn much new on its Media Day on Thursday. Quite a bit actually given the interesting format […]
Enterprise Cross-currents observations from this years event season
By Vinnie Mirchandani on May 30, 2017
Over the last few weeks I have had a chance to listen to Oracle, Workday, Microsoft, NetSuite, Plex, SAP, Salesforce at conferences or their analyst summits. Here are some common threads: a) We have entered the era of intelligent and autonomous applications Whether it was Workday’s Prism analytics or Worksheets or SAP’s Digital Boardroom it […]
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