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Preview: deal architect

deal architect



Vinnie Mirchandani on disruptive trends and economics in technology



Updated: 2017-09-15T14:04:59-04:00

 



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”...



Are ERP vendors in touch with a changing services economy?

2017-06-20T15:10:41-04:00

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,...



Son of SMAC

2017-06-19T19:19:01-04:00

Cognizant popularized the acronym SMAC for the stack of Social, Mobile, Analytic and Cloud technologies where most innovation IT dollars are going. Indeed Malcolm Frank, EVP Strategy and Marketing was talking about it as far back as November of 2012....



Kara Swisher interviews Mark Hurd

2017-06-19T13:32:17-04:00

As part of Recode Decode webinar series, Kara Swisher interviewed Mark Hurd, CEO of Oracle on their Media Day in May. It’s always interesting to hear a consumer tech journalist interview an executive in enterprise tech. Kara did a nice...



Here comes the automation whiplash

2017-06-15T09:39:58-04:00

As I pointed out in my book, Silicon Collar, for years now analysts like Gartner and academics at places like Oxford U have been predicting doom and gloom in massive job loss from machines. Even years after their predictions, there...



Born Global: Part 2 of conversation with Francisco DSouza, CEO of Cognizant

2017-06-10T15:19:15-04:00

In The New Polymath I had profiled Francisco D’Souza and the company he helped found, Cognizant as “born global”. The son of a diplomat, he has lived and worked around the world and has grown Cognizant into a nearly $...



Born Global: Part 1 of conversation with Francisco DSouza, CEO of Cognizant

2017-06-10T15:16:50-04:00

In The New Polymath I had profiled Francisco D’Souza and the company he helped found, Cognizant as “born global”. The son of a diplomat, he has lived and worked around the world and has grown Cognizant into a nearly $...



More Alt-Jobs

2017-06-11T08:36:54-04:00

As part of my research for Silicon Collar I found a whole bunch of new “jobs” which are not properly tracked – I called them Alt-Jobs, and they include those in franchises, alternative healthcare like chiropractors, and those on technology...



Rimini Street: 50 shades of grey

2017-06-08T09:26:53-04:00

Rimini Street has announced general availability of support for a wide range of database platforms, including IBM DB2, Microsoft SQL Server, the SAP Sybase family. They have previously supported Oracle and SAP HANA databases and a wide range of applications...



Theres gold in them thar piles of contracts

2017-06-07T08:05:01-04:00

The category of Contract Lifecycle Management (CLM) software has been rapidly evolving from its document management and audit roots to automation of complex legal language and sophisticated measurement of exposure to risk. That came out loud and clear when I...



More Slow-Motion Automation

2017-06-05T10:54:27-04:00

In this Strategy+Business article I summarized a century of automation from Silicon Collar like UPC scanners in groceries and ATM machines in banking and related impact of jobs. The summary: History shows that new technologies evolve faster than society adopts...



Does the enterprise matter?

2017-06-03T17:11:15-04:00

I love Mary Meeker’s annual Internet Trends report. This year though it struck me that over 95% of her 355 slides focused on consumer world – digital advertising, ecommerce, ride-sharing, gaming. wearables and digital healthcare etc. The “vertical” growth in...



The US is a leader in Clean!

2017-06-02T11:10:42-04:00

The French President tweeted yesterday "Tonight the United States has turned its back on the world, but France will not turn its back on Americans," He is talking about President Trump’s decision to withdraw from the Paris climate accord. Turned...



The Talent Paradox

2017-05-31T16:50:54-04:00

Phil Fersht wrote a cheerful (not) post this weekend where he asks Is our sole purpose now simply to eliminate people? We spend a couple of decades displacing "expensive" workers because we could find less expensive able ones to do...



Thousand points of influence

2017-05-25T14:34:10-04:00

It’s been a decade since I wrote this post in which I said We all have our roles to play - but put yourself on the grid of 1000 and see what steps, decision makers, and influence impact you have...



CIOs love their jobs

2017-05-25T09:27:13-04:00

I have not heard that in a long time and so was struck by that statement in this press release from Harvey Nash, the recruiting firm and KPMG, the public accounting and advisory firm announcing results from their annual CIO...



Enterprise Cross-currents observations from this years event season

2017-05-22T18:14:48-04:00

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...



SapphireNowis SAP poised to lead the industry again?

2017-05-20T17:42:42-04:00

I went to SapphireNow in Orlando last week. 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...



Workdays relentless focus

2017-05-15T11:48:12-04:00

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...



PowerPlex celebrating the American Mittelstand

2017-05-14T09:43:05-04:00

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...



Going to SapphireNow

2017-05-09T16:38:47-04:00

After sitting out SAP’s event the last few years I am going to the event next week for a couple of days. Here’s why: I have been getting requests to update SAP Nation. I have to been reluctant to do...



Oracle Media Day: another view into the hurricane

2017-05-07T14:00:23-04:00

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...