
The Yammer about Yammer Hides A Bigger Gap: Where is Microsoft’s HRMS Play?
As the rumors became reality about Microsoft’s acquisition of Yammer, and what that means for Microsoft Dynamics and its social computing strategy, I must confess a bit of bewilderment. While social is hot, and cool, and trendy (can you guess ……

The Windows 8/Metro Challenge: Good for the Enterprise, Not So Good for Apple and Google
Microsoft’s TechEd conference this week showcased more than just Windows 8 and its amazingly well-designed Metro touch-based user interface. It also heralded what may prove to be a tectonic shift in the strategic position of Microsoft in the enterprise. And with that shift may come an equal, and opposite, shift in the fortunes of Google […]

Is Larry Ellison Needlessly Clouding Oracle’s Cloud Message?
Oracle has some seriously significant things to say to its customers about the cloud, enterprise software, engineered systems, and the rest of the company’s strategic portfolio. And if it approached the task a little more seriously, I think the company would start winning not just in the eyes and wallets of its customers, but also […]

SAP Energizes Its Cloud Strategy – The Lars Dalgaard Era Begins
One of the most amazing cross-country flights I ever took found me over the center of the country at night, flying through an unbelievable electric storm, with an almost constant arcing of lightning illuminating vast canyons and mountains of clouds. As the pilot maneuvered us through this unforgettable vision of nature’s wonder, he came on […]

The HANA Deployment Question — SAP co-CEO Jim Hagemann Snabe Responds
The marketing frenzy behind SAP’s HANA in-memory database has engendered a counter-frenzy over the total number of HANA deployments to date. With all the muscle that SAP has been putting behind its new Oracle-killer, the question of whether customers are voting with their dollars has become a key issue. Like many of my fellow analysts, […]

SAP Ups the HANA Challenge
SAP has been trying hard to demonstrate the business case for its in-memory, RDBMS-killer – HANA – and one of the key issues has been proving both HANA’s scalability and its appropriateness for serving as an analytical platform for large SAP transactional systems. The case for both of these proof points seems to have been […]

Microsoft Dynamics CRM and the Siebel “Moat”
One of the many interesting milestones that came out of Microsoft’s recent Convergence conference was the “announcement” that Microsoft has successfully weaned itself from its massive Siebel CRM deployment, in favor of the home team, Dynamics CRM…

Microsoft Convergence: Cool Technology, The End of the End of Software and the Beginning of Customer Choice
I saw something cool this week at Microsoft’s Convergence user conference that made me convinced that anyone who thinks Microsoft isn’t a player against Apple’s IOS and Google’s Android needs to think twice. Make that three times. A little face…

The King is Dead, Long Live the King: The end of ERP and the birth of the Hybrid Enterprise
The future of the enterprise seems to be very much up for grabs: just as Salesforce.com proposed the end of software, and then became very much a software company, Zuora’s CEO Tien Tzuo recently authored a much referenced article on end of ERP, despite the fact that Zuora is very much a player in enabling a new […]

Bill and Jim’s Bright Shiny Penny: Understanding SAP’s Success and the Challenges It Brings
Nothing succeeds like success, the old saw goes, but there’s a dark side to the kind of success that SAP has been enjoying for the past year. Success of SAP’s magnitude is hard to achieve, but, more importantly, it’s even harder to maintain. And as I look at SAP’s recent financials, and its growing market […]