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Preview: deal architect

deal architect

Vinnie Mirchandani on disruptive trends and economics in technology

Updated: 2017-03-22T11:48:41-04:00


Increase supply and demand follows


Michael Keaton, as Ray Kroc, looks straight into the camera in the beginning of the movie “The Founder” and makes a pitch for multi-spindle milkshake blenders. His pitch “increase supply and demand follows”. They allow a restaurant to make six...

The CIO is dead. Long live the CIO.


Is there a company left which has not developed smart products and services which leverage software, sensors and satellites? I asked myself that question as I read two consecutive BusinessWeek issues with such smart products and services. Phillip Morris has...

Yet another AI hype cycle?


In my recent book, Silicon Collar, I profiled a number of examples of machine learning, cognitive computing and other evolving artificial intelligence. With growing and diverse data sets and massive computing power we have never had so much opportunity to...

Oracle cloud apps: Growing points of entry


I am seeing proof points this generation of enterprise software buyer is not committing to large suites from a single vendor. There are many reasons for that as I describe in this blog post. Having said that, the broader a...

Are enterprise suites dying?


Most large vendors still talk in terms of selling entire application suites, growing their “wallet share” of customer IT spend, and the joy of their “all you can eat” buffets. It all sounds so retro, 90s talk because so many...

Look out for Number One


In the wake of all accentuated concern in SAP world about the “indirect access” clause, Geoff Scott, Chairman of the America’s SAP User Group says “I know personally that SAP isn’t interested in pursuing court action to resolve these conversations...

Workdays milestone quarter


I don’t usually write about earnings announcements, but Workday’s $436.7 million Q4 which summed up a $ 1.57 billion year deserves attention. A few years ago, I would have said Workday needed a bunch of industry applications, not just its...

The 90s called: They want you to reengineer again with Deloitte and SAP


Dr. Michael Hammer was a rock star in the 90s with his reengineering books and his booming voice and entertaining speaking style. While at Gartner, Deloitte invited me to a workshop at Hammer’s consulting firm. I gladly accepted, then could...

Could Bill Gates, Elon Musk, and Stephen Hawking all be wrong? Yes


Quincy Larson quotes Bill Gates, Elon Musk and Stephen Hawking as he warns There’s a rising chorus of concern about how quickly robots are taking away human jobs. He also cites an Oxford U. study In 2013, policy makers largely...

This could be mutually assured destruction in SAP world


One of the most toxic contractual terms in SAP world is that of “indirect access” where users exchange information with the SAP software in dialog or prompt mode. The issue is not with licensed users who access the software using...

Book Review: What to Do When Machines Do Everything


Malcolm Frank, Paul Roehrig and Ben Pring, thought leaders at Cognizant are back with a follow up to their last book, Code Halos. The title of the new book is gloomy but the book (they sent me a review copy)...

The H-1B Visa Pivot: A major opportunity for Indian outsourcing


Dr. Michio Kaku, the renowned theoretical physicist, has called the H-1B the “genius visa” for US employers. That was certainly the goal with the usage designed for “specialty occupations”. In reality, many of the visas have been used for tactical...

This is what Florence must have felt like during the European Renaissance


Florence was an incredibly wealthy and innovative place in the 1400s “The artists, architects, thinkers and political figures who led the Renaissance were all born on the fertile soil in and around Florence, within the same century: Masaccio, Donatello, Ghiberti,...

SAP: Hidden Figures


SAP held its Capital Markets Day in New York and shared slides which showed impressive numbers across the last 7 years – like the one below But like in the new movie about the unsung NASA “human computers” who worked...

The whole world as one area code?


Bell Labs thought up the 3 digit US area codes in the 1940s. They have spread around the world in the form of country and city code through ISO and other standards. The codes made long distance calling so much...

The Dj vu tech industry


My innovation blog, New Florence, turns 12 next month. Across 5,000+ posts I have seen many patterns and memes, some of which have led to books like The New Polymath and Silicon Collar. It has also made me realize so...

The changing face of the multinational corporation


The Economist says the multinational corporation (MNC) is in trouble Mr. Trump is unusual in his aggressively protectionist tone. But in many ways he is behind the times. Multinational companies, the agents behind global integration, were already in retreat well...

Hurricane Oracle


Three presentations really stood out during the Oracle Cloud analyst day in NYC this week. Thomas Kurian, President of Product Development spoke with no slides and no props for 45 minutes on different aspects of the Oracle cloud – SaaS,...

The Application Vendor is dead. Long live the Application Vendor!


I have just come back from a round the world trip with frequent reminders of Great Britain's wide influence - Victoria Harbour, Raffles Hotel, Brabourne Stadium, Kipling's Kim in bookstores among others. You could almost visualize the rise and fall...

Mr. Trump, theres easily another trillion to remove in technology spend


Dear Mr. Trump: I heard you mention the pharma industry in your recent press conference. Most US citizens would welcome a significant reduction in drug prices, especially since the rest of the world does so much better for the same...

The changing outsourcing world: Conversation with Malcolm Frank of Cognizant


As he prepares to go to Davos for the annual WEF meeting, I took the opportunity to ask Malcolm Frank, EVP Strategy and Marketing of Cognizant about his thoughts on outsourcing especially in Europe I think there are three lenses...

Davos preview: Thoughts from Malcolm Frank of Cognizant


As he prepares for his annual visit to the WEF event in Davos, Switzerland, I caught up with Malcolm Frank, EVP, Strategy and Marketing of Cognizant on what he expects to hear. I hesitate to even provide a preview of...

Are you better off than your parents were?


I asked my wife, Margaret that question recently. She rattled off an unqualified “yes” – we are more mobile, we have more occupational choices, we have way more choice in products and services, and one that really resounded – “we...

Exciting manufacturing technologiesJason Blessing, CEO of Plex


More from my conversation with Jason Blessing What other trends excite you in terms of manufacturing technology? I think the other interesting thing that is emerging in manufacturing from a technology perspective is 3D printing and how that's affecting how...

More on manufacturing trends with Jason Blessing, CEO of Plex


Part 2 of my conversation with Jason Blessing Jason, there are three myths that I have seen in the last year, which I call toxic, because they dampen the national mood. One is the myth that automation is leading to...

The State of Manufacturing: A conversation with Jason Blessing, CEO of Plex Systems


I enjoy spending time with Jason Blessing, CEO of Plex. We share a passion for automation and other manufacturing technology and we enjoy sharing notes on outstanding plants and facilities we get to visit. With a new President about to...

Oracle-NetSuite win-win?


After 15 years and countless deals, you would think integrating acquisitions would be an Oracle core competence. It’s inconsistently so if you talk to many “refugees” who have left after an Oracle acquisition. After listening yesterday (replay here) to Oracle...

The Comparative Advantage of Nations applied to technology


As Washington, London and other world capitals debate and revisit classical global trade thinking, a remarkable change has been happening in the technology world. SaaS, PaaS and IaaS competencies are becoming increasingly pronounced and vendors are recognizing the sheer scale...

Enterprise processes and systems in a world of growing automation


In recent blog posts you have seen me combat what I consider alarmist scenarios about job losses from automation being painted by many analysts, academics and folks in Silicon Valley. My perspective is automation targets individual tasks done by humans,...

Automate this!


In my new book, Silicon Collar I looked at automation and impact on jobs in 50+ work settings. On my innovation blog I have been excerpting weekly from those settings — you can see some of them linked below. In...

What do it do?


I remember as a young PwC consultant, a manager who used to walk around and joke “what do it do?” as he reviewed our specs and our code. It was his way of reminding us to deliver what the customer...

Forget Luddite workers. Luddite customers are bigger roadblocks to automation


In researching my recent book, Silicon Collar I expected resistance to automation to come from workers and unions, and from politicians trying to protect jobs. I was surprised major resistance actually comes from customers for a wide range of reasons...

Corporate investment in enterprise software


I have long wondered when corporations, especially conglomerates, would become enterprise software/service providers in their own right. The track record is patchy. You see financial service companies like Bank of America and Fidelity offer payroll and benefits support. You see...

What do people do all day?


Do you remember Grocer Cat, Farmer Alfafa or Jason the Mason? You don’t? Shame on you! Not really. I don’t blame you for not remembering what you may have read when you were very young. But in many ways, we...

Can you acquire cloud DNA?


Zach Nelson, CEO of NetSuite tells Diginomica And so I actually believe Oracle’s going to behave more like NetSuite in the future than NetSuite’s going to behave like Oracle. Every company wants cloud DNA. It’s the only DNA we have....

Tech was a big loser in this election cycle


There will be plenty of post-mortems from this highly unusual election season. As a technologist, we should face up to fact we did not do well in this election cycle Neither campaign really talked about science and tech futures and...

Automation Amnesia


Some of you know Denis Pombriant as a top-notch CRM analyst. I also know him as a historian. I look forward to meals with him where I can hear him talk about N. American history over the centuries. He recently...

A gesture to welcome the next POTUS


On Tuesday, the US will learn about its next President. While the next POTUS will inherit a number of challenges, one particularly vexing one will be about the growing pessimism about automation destroying tens of millions of jobs and a...

Calling Fellow Analysts


In my orientation at Gartner in 1995, a senior analyst forcefully pointed out “Sacred cows make the best hamburger”. I cringed on behalf of all vegetarians of the world but took it to heart. For two decades, I have challenged...

Unit4 Update


I had a chance to catch up with Ivo Totev, Chief Product Officer and get a Unit4 update. Some highlights: a) Heightened vertical focus Unit4 has narrowed focus to 4 major verticals – professional services, public services, higher education and...