You Really Don’t Know if Your Market is Too Small For Quite a While
One of the things that causes a lot of anxiety in SaaS is market size. If you’re creating the latest Pinning app, or Social Network, the odds are surely against you. But in consumer internet, often you know if you hit it, however low the odds are, at least the market is huge (or at [...]
SAP and SuccessFactors Acquisition Q&A
This Saturday SAP announced its $3.4B acquisition of SuccessFactors and even though in the recent months they had dropped some hints they were looking to make an acquisition very few had SuccessFactors being the likely candidate. I would expect a lot more information and clarity to come out in the coming months but thought I [...]
Why Workday is a Major Threat to SAP
If you asked a majority of people who will be SAP’s biggest competitor in the coming years my guess is the names Oracle and Salesforce would be the two most commonly mentioned. If I had to place a bet I would say the right answer is Workday for a number of reasons which I will outline below.
Well-spent Workday @ Workday–Here’s the Firehose
Yesterday I was privileged to sit in a group of 20 or so analysts (many of them fellow Enterprise Irregulars) invited to Workday’s first ever Technology Summit. For short background, Workday’s original call to fame came from it’s Founder, Dave Duffield, an Enterprise Software Legend, who built PeopleSoft from nothing to a position of challenging [...]
FUD in the House of SaaS – More on Suites
Recently I wrote about the evergreen Best-of-breed vs. Integrated All-in-One Suite debate again, arguing: Call me “old school”, but I also believe in the value of having one tightly integrated system for most business needs, and I believe it’s true not only for large corporations but much smaller businesses. I don’t have CIO’s to back [...]
Are Suites Really Sour? The Best of Breed vs. Integrated Suite Debate.
The evergreen Best-of-breed vs. Integrated All-in-One Suite debate is back again. This will be a somewhat long post, so let’s sit back and start with some entertainment first. Episode 2, “Suites Are Sour” is from the mini-series SuiteMates, which I admit I find hilariously entertaining, albeit rather pointless. Why? It’s run by supply chain solution [...]
If it Swims Like a Duck and Quacks Like a Duck, then it Probably is a Duck. The Anti-SAP Duck.
Two SAP-related conferences will run literally next door to each other in Boston next week. One, which I am attending is the SAP Influencer Summit where analysts and the media get to meet SAP execs – the other is what some of us quickly dubbed the Anti-SAP Conference. The Sapience conference is focused on “Alternatives [...]
