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Preview: deal architect

deal architect



Vinnie Mirchandani on disruptive trends and economics in technology



Updated: 2017-11-18T10:43:44-05:00

 



Plex evolves the Analyst Summit

2017-11-18T10:43:44-05:00

I get invited to a number of user conferences. I must admit I often feel I am intruding there on customer time with vendor executives. I much prefer smaller analyst summits and Plex has honed such summits to an art...



Salesforces Open Tent

2017-11-08T08:47:29-05:00

Dreamforce always has a feel of a political convention. You almost expect to see signs directing crowds to the LGBT or Pacific Islander caucus room. This year, watching it streamed I have been navigating through sessions titled with words like...



Raising the Bar - for clouds, renewables and digital - Part 3

2017-11-07T17:54:25-05:00

My blogs, now 12+ years old, my 6 books and much of my consulting in those years have cataloged and celebrated cloud computing, renewable energy and digital transformations. I have been a big booster of each, but think we are...



Raising the Bar - for clouds, renewables and digital - Part 2

2017-11-03T10:43:41-04:00

My blogs, now 12+ years old, my 6 books and much of my consulting in those years have cataloged and celebrated cloud computing, renewable energy and digital transformations. I have been a big booster of each, but think we are...



Raising the Bar - for clouds, renewables and digital - Part 1

2017-11-03T11:51:25-04:00

My blogs, now 12+ years old, my 6 books and much of my consulting in those years have cataloged and celebrated cloud computing, renewable energy and digital transformations. I have been a big booster of each, but think we are...



The Definitive Guide to Connected Manufacturing

2017-11-01T15:36:37-04:00

Plex has a neat publication for the new world of Advanced Manufacturing (see many examples in the resurgence that Greenville, SC is showing as a factory town) and where we are seeing the Fourth Industrial Revolution. Plex calls it Connected...



Salesforce: why so much hype?

2017-10-30T18:09:52-04:00

They come in threes, don’t they? In the last week, I have read three pieces which have my hype antenna buzzing about Salesforce IDC in an annual study commissioned by Salesforce says the ecosystem of customers and partners will drive...



Oracle Cloud AcceleratorPart 1

2017-10-27T06:30:51-04:00

At Oracle OpenWorld, Letty Ledbetter set up several interesting breakout sessions for a handful of us analysts. One of the more enjoyable ones was when Reggie Bradford, SVP described their Cloud Accelerator program. Located in Bangalore and Delhi in India,...



The emergence of intelligent HR software

2017-10-25T16:22:56-04:00

I recently wrote from Workday Rising about the Age of Intelligence. It’s not just Workday which has been busy. John Sumser of HE Examiner has a study which looks at intelligent tools at Workday and 29 other HR-centric vendors. He...



Hey Alexa, Siri want to impress me?

2017-10-25T12:21:05-04:00

My wife has already had it with digital assistants. Alexa seems to wake up to the inflections of her Irish accent. Siri to mis-pressed buttons in the car or her phone. I am a bit more patient but I also...



Book Review: The Age of Sustainability

2017-10-23T16:03:12-04:00

I seek out Denis Pombriant, a fellow analyst, at industry events. We hardly ever talk about enterprise software. He is a history buff and a foodie and I walk away always having learned something and happier given his cheerful disposition....



Of Halloween and Enterprise Software

2017-10-21T18:48:40-04:00

This time of the year, I buy several packages of assorted candies. Keeps the neighborhood kids who come around on Halloween happy. I happened to check the contents of one pack – it had Hot Tamales, Chewy Lemonheads, Tootsie Rolls,...



Workday and the Age of Intelligence

2017-10-13T01:36:44-04:00

Mike McNamara is CEO of a remarkable $ 25 bn a year company that many people do not know much about. Flex is contract manufacturer for a wide range of products from automobiles to medical devices. Its design and shop...



NetSuite: Still alive and kicking

2017-10-08T23:06:34-04:00

Oracle OpenWorld had even more going on than usual. Larry Ellison was so focused on autonomy facilitated by database version 18c that he had only slide for a number of other features it will introduce like 5 times faster RAC....



Workday Rising: Sneak Preview from Dan Beck

2017-10-08T15:15:31-04:00

Workday’s annual user conference, Workday Rising, is in Chicago starting Monday. The European version is in Barcelona in a few weeks. It’s always an enjoyable event with “The Citizens of the Cloud” - some of the happiest customers in the...



Oracle Autonomy: A Giant Leap

2017-10-05T14:14:48-04:00

In writing my last couple of books, Silicon Collar and SAP Nation, I have observed how hypocritical the IT industry has been about automation. AI, robotics, drones are good for customers but not in reducing tech labor? The worst offenders...



Predictions, Redactions

2017-10-02T17:58:13-04:00

At their annual Gartner Symposium event in Orlando today, Peter Sondergaard predicted "AI will be a net job creator starting in 2020" To that, Jason Hiner at TechRepublic snarkily commented “Gartner's research chief couldn't have opened the company's flagship conference...



Plex and the Fourth Industrial Revolution

2017-09-30T08:36:08-04:00

I first wrote about the Fourth Industrial Revolution in the 2013 book The Digital Enterprise. A collaboration with the CEO of Software AG, most of the examples profiled there were Germany based. At the same time, companies like GE were...



Oracle OpenWorld enhanced expectations

2017-09-29T15:36:12-04:00

Oracle OpenWorld starts Sunday. I am going with more enhanced expectations than I have in previous years As a baseline, I expect to hear updates on Oracle SaaS – financials, HR, ERP, CRM and on the NetSuite business unit. With...



IFS extends its vertical focus

2017-09-29T11:16:52-04:00

Readers know I think the software market is at a pivot point. We have plenty of hr, financial and basic CRM functionality, but very little in the way of industry specific functionality. I have always liked IFS’s focus on complex,...



Cloud, Digital: a Continental Divide?

2017-09-26T16:03:53-04:00

DSAG, the SAP user group for German speaking Europe, shared results of a recent survey involving more than 500 decision-makers from IT and various business units. Reading it I was struck by similarities and differences between how the US and...



Oracles momentum

2017-09-15T14:09:30-04:00

I tend to not listen to vendor quarterly earnings calls. I get much better value from briefings at industry analyst events and from customer feedback. I also find it irritating that executives brag and beat up on competitors on these...



Rimini Street: The next chapter

2017-09-07T16:36:00-04:00

People still think of Rimini as a cut rate, third party maintenance provider for on-premise Oracle, SAP, IBM and Microsoft software. That was Rimini 1.0. In a talk series I did with them last year, I saw Rimini 2.0. Because...



SuccessConnecta higher calling?

2017-09-04T07:04:59-04:00

We live in troubled times. They call for principled leadership, standing up for values, and for ignoring our darker angels. Whether that was the intention of SuccessConnect or not, I certainly walked away from the event with that message. Rob...



Going to SuccessConnect

2017-08-24T13:55:50-04:00

I feel the excitement and the nervousness of a freshman about to go to college and a rookie about to go to training camp. I am going to my first ever SuccessConnect next week! One of the most popular strategies...



Living the Dreamforce

2017-08-24T13:05:04-04:00

Salesforce has the honor of becoming “the first enterprise cloud software company to break the $10 billion revenue run rate" Amazingly, just a short 8 years ago I was blogging about its “second billion”. They have gone from strength to...



Automation and Jobs: the tide turns

2017-08-20T20:21:08-04:00

I felt lonely last year as I was writing Silicon Collar. I had a minority view that modern machines will not lead to dramatic job losses, at least not any time soon. In recent weeks I have read many articles...



Infosys in a world of Amazon, Workday and Foxconn

2017-08-21T16:24:46-04:00

Vishal Sikka has resigned as CEO of Infosys. In a blog post he says “It is clear to me that despite our successes over the last three years, and the powerful seeds of innovation that we have sown, I cannot...



A more realistic, less alarmist Oxford study on automation and jobs

2017-08-17T08:44:31-04:00

In my book, Silicon Collar and in several blogs I have critiqued the 2013 study by two Oxford researchers which reached this alarmist conclusion about the impact of modern day machines on jobs: “According to our estimates, about 47% of...



A Post-Trump Globe. And Trump had little to do with it.

2017-08-14T12:03:48-04:00

Whether you worship or abhor President Trump, whether you are a proud American or one who thinks Americans are ugly humans, get ready for a dramatically new world order. And it has little to do with Trump. We are ending...



The New Polymaththe seven year itch

2017-08-10T16:48:04-04:00

John Wiley released The New Polymath seven summers ago. Lots of readers tell me it is my best book. It inspired them as executives to build multi-disciplinary teams and multi-faceted products. Modern and ancient polymaths I described have inspired other...



Oracle Cloud Apps 13: A pivot point?

2017-08-06T19:52:08-04:00

Oracle Cloud Applications Release 13 – its bi-annual cloud applications release – announced this week solidifies the company’s position as the industry’s broadest suite – across ERP, HCM, CRM and SCM domains. Oracle has been at work on this for...



SAP Smooth and Relaxed?

2017-07-23T16:52:06-04:00

Let me start off by saying I am really pleased I went to SapphireNow this year. I saw what I called the “dawn of intelligent applications” with Leonardo. I liked CEO Bill McDermott promising to do more for customers about...



The Clover-Leaf Talent Economy

2017-07-13T12:38:26-04:00

In analyzing factoids from the recent listing of the Fortune 500, I came up with a startling data point. The F500 have a combined total revenue of $12.1 trillion equal to 65% of the US GDP. Yet they only employ...



Inforum: Mixed emotions

2017-07-18T20:30:12-04:00

Updated with comments from Charles Phillips, CEO of Infor The buzz at Infor’s annual user conference (and a side analyst summit) was around Coleman, the AI platform Infor announced to use “powerful machine learning to improve processes such as inventory...



SAP Leonardo: The dawn of intelligent applications

2017-07-06T19:07:45-04:00

At SapphrieNow a few weeks ago, SAP’s Hasso Plattner painted the vision of “Intelligent Applications” to include Intelligent Transactions – automate high-frequency repetitive tasks Analytics – make data-driven insights available to everybody Collaboration – tap into the collective intelligence of...



Why midmarket customers love Workday

2017-06-27T22:45:29-04:00

Since its early days, I have heard Workday executives talk about having a highly scalable cloud so large companies would feel comfortable moving off their on-premise finance and human resources applications. So, it is not surprising that multinational customers like...



Americas Cup: A Polymath event

2017-06-26T20:59:29-04:00

Oracle invited me and a few other analysts to Bermuda to witness a few of the races in the 35th America’s Cup. It is a vendor of many technologies to the US team and I was interested in all the...



Oracle: Does good luck also come in threes?

2017-06-22T21:12:58-04:00

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...



Maybe this will spur SAP?

2017-06-20T18:23:33-04:00

I honestly cannot remember the last time SAP showed in the lower left quadrant – for niche players – in a Gartner MQ. But in the latest MQ for “Cloud Core Financial Management Suites for Midsize, Large and Global Enterprises”...