
SAP Nation Excerpts: Chapter 1 – The Customer Pivot
Amazon has SAP Nation on the Kindle and in softcover. Over the next few weeks the book will be available in other print and eBook formats. As I have done with my other books, I plan to excerpt here about 10% of the book over the next several weeks for my blog readers. Here is […]

Workday Rising Comfort Food in a Complex World
The keynote this morning by co CEOs Dave Duffield and Aneel Bhusri was a study in contrasts. There were plenty of reminders of the complex world we live in. Mike McNamara, CEO of Flextronics, talked about his 30 country, $20+ global operation. George Tenet, former CIA director, now a Workday customer discussed the geopolitics of […]

A snapshot of enterprise cloud adopters at Workday Rising
Enterprise cloud applications vendor Workday, fresh from its recent IPO, held its annual convention this week. With many of its 350 customers and 200 prospects in Las Vegas for the event, it gave a good feel for the profile of the typ…

Workday: A billion+ in savings and counting
Workday has filed its S-1 with the SEC as part of its IPO process. For the 37 months ending January 31, 2012, total revenues were $ 227 million, accelerating year on year, so let’s round off to lifetime revenues of $ 350 million. The whole document makes interesting reading especially if you are a lawyer […]

Is outsourcing success an oxymoron?
Phil Fersht and his team wrote a pretty stern column recently : “Let’s cut to the chase here – “outsourcing”, for most buyers, is like purchasing a wedding dress – a one-time transaction followed by seven years of relationship struggles and future legal wrangles.” I have been married 22 years and it’s so easy to […]

Workday and Hoover Dam: Valuing Cloud Companies
Groupon at $6 billion, for what, coupons? Twitter at who knows how much more, for what, stray pulses of thought? CornerStone OnDemand at 10 times revenues? How much of that is for the words “OnDemand” cleverly tacked onto the name? Are we in the middle of a cloud boom? And if so, can we learn […]