Top ERP Ready Blog Posts for 2013

Happy New Year!
After over 100 ERP Ready Blog posts in 2013, here are the Top 10 most popular posts:

1. Business Performance Metrics of Leading Enterprise Software Companies
2. SAP’s Growth Strategy Shift – Organic vs Inorganic
3. #TheDailyBestofEnterpriseSoftware – June 12
4. How to know if you have a Qualified Software Sales Opportunity
5. #TheDailyBestofEnterpriseSoftware – August 15
6. Is the Cloud like the Dot-Com Bubble all over again for SAP?
7. #TheDailyBestofEnterpriseSoftware – September 13
8. Why SAP is beating Oracle in the New Software Era
9. #TheDailyBestofEnterpriseSoftware – September 3
10. #TheDailyBestofEnterpriseSoftware – August 8

That’s the Best for 2013. Please chime in if you feel I missed something or you like/dislike my takes (I’m ok either way).

Bern Baumgartner
ERP Ready, Inc.
http://www.erpreadyinc.com
@erpreadyinc

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#TheDailyBestofEnterpriseSoftware – November 4

Oracle Shareholders Vote ‘No’ on Larry Ellison’s Pay – At Oracle’s Annual Shareholder Meeting last week, shareholders rejected the pay packages of Chief Executive Officer Larry Ellison and other top managers for a second year. While the vote is non-binding, it sends a signal to Mr. Ellison that his shareholders are not pleased with Oracle’s performance. Ellison is worth $40 billion and was the highest-paid CEO in the U.S. His pay package for fiscal 2013 was $78.4 million. Shares of Oracle are down over 3% year-to-date.

Business Analytics Stars – QlikTech and Tableau – Coming Back to Earth… a Bit – Two rising stars in the business analytics space, Qlik Technologies (QlikTech) and Tableau Software, are having a bit of a reality check from investors as of late. QlikTech, in particular, has hit a rough patch including a very disappointing third quarter earnings report and a 30% share-price decline in the past 45 days. Prior to the declines, shares of QlikTech were up 70% for the year at its peak; now the year-to-date gains are only at 10%.

Tableau, another high flying business intelligence platform provider that IPO’d in May, has also seen its share price drop over the past 45 days. After gaining nearly 50% by mid-September, shares of Tableau are down nearly 20% since that time, even after a third quarter earnings report that exceeded analyst expectations.

I suspect both companies will continue to be success stories in the long-run. In spite of QlikTech’s “disappointing” third quarter from the analyst’s perspectives, they still posted a 21% total revenue growth rate. Perhaps it’s a matter of unrealistic expectations for some of these relatively new players in a hot software segment.

That’s the Best for today. Please chime in if you feel I missed something or you like/dislike my takes (I’m ok either way).

Bern Baumgartner
ERP Ready, Inc.
http://www.erpreadyinc.com
@erpreadyinc

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#TheDailyBestofEnterpriseSoftware – October 25

NetSuite Shows Strong Q3 Growth Numbers And Takes a Shot at SAP – NetSuite announced third quarter earnings results yesterday. Total revenue for the third quarter of 2013 was $106.9 million, representing a 34% increase over the same period in the prior year. On a GAAP basis, net loss for the third quarter of 2013 was $16.8 million, or $(0.23) per share, as compared to a net loss of $8.0 million, or $(0.11) per share, in the third quarter of 2012. Non-GAAP net income for the third quarter of 2013 was $6.9 million, or $0.09 per share, as compared to non-GAAP net income of $5.7 million, or $0.08 per share, in the third quarter of 2012.

Shares of NetSuite initially surged in after-hour trading yesterday. However, NetSuite shares are down nearly 5% today as well as this week. Zach Nelson, CEO of NetSuite decided to take a play out of Larry Ellison’s playbook and go after SAP. “This week has been a tale of two companies as NetSuite’s Q3 revenue set a new record, while SAP effectively exited the business of providing software for mid-sized companies as they scale back their Business ByDesign product, which they once hyped as a NetSuite killer,” said Nelson. “These two divergent results show that as mission-critical software moves to the Cloud, it is far safer for customers to turn to committed leaders like NetSuite rather than bet on the PowerPoint presentations of last-generation providers like SAP, Microsoft and Sage.”

Microsoft Has Strong Q3 Earnings, Cloud and Dynamics CRM Doing Well – Microsoft reported better-than-expected quarterly earnings yesterday sending shares of Microsoft stock up 6% today. Microsoft earned $5.24 billion, or 62 cents per share and reported revenue of $18.5 billion, a 16% increase. Of particular interest to many analysts was Microsoft’s positive news on its cloud computing revenue which more than doubled in the quarter. Microsoft also cited strong demand for its Dynamics CRM Online solution.

That’s the Best for today. Please chime in if you feel I missed something or you like/dislike my takes (I’m ok either way).

Bern Baumgartner
ERP Ready, Inc.
http://www.erpreadyinc.com
@erpreadyinc

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#TheDailyBestofEnterpriseSoftware – October 24

The Most Read of #TheDailyBestofEnterpriseSoftware Blog – This week I achieved a milestone of sorts – I posted my 100th blog post. I started blogging on enterprise software and associated sales and marketing topics in January of this year, but really began with near-daily posts in June. I’ve enjoyed the process and have developed a bit of a following which I appreciate. Based on “Number of Views”, here are the Top 6 Posts from my first 100 blog posts:

1. TheDailyBestofEnterpriseSoftware – August 19
Topic:
* Business Performance Metrics of Top Enterprise Software Companies

2. How to know if you have a Qualified Software Sales Opportunity

3. TheDailyBestofEnterpriseSoftware – June 12
Topics:
* Top 10 Software-as-a-Service Companies
* LinkedIn vs Facebook

4. SAP’s Growth Strategy Shift – Organic vs Inorganic?

5. TheDailyBestofEnterpriseSoftware – August 15
Topics:
* SAP May Want to Hold on Acquiring Marketo for a Few Quarters
* Big Data Could Be Big Money in Sports

6. Is the Cloud like the Dot-Com Bubble All Over Again for SAP?

That’s the Best for today. Please chime in if you feel I missed something or you like/dislike my takes (I’m ok either way).

Bern Baumgartner
ERP Ready, Inc.
http://www.erpreadyinc.com
@erpreadyinc

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Cloud Computing to account for most of IT budget by 2016

Entelechy Asia

GartnerCloud computing adoption is growing and will form the bulk of new IT spend in 2016. According to Gartner, 2016 will be a defining year for cloud as private cloud begins to give way to hybrid cloud, and nearly half of large enterprises will have hybrid cloud deployments by the end of 2017.

Gartner describes cloud computing as a style of computing in which scalable and elastic IT-enabled capabilities are delivered “as a service” using Internet technologies. It heralds an evolution of business in positive and negative ways. It has also become a hot industry term that has been used in many contradictory ways.

“Overall, there are very real trends toward cloud platforms, and also toward massively scalable processing. Virtualisation, service orientation and the Internet have converged to sponsor a phenomenon that enables individuals and businesses to choose how they’ll acquire or deliver IT services, with reduced emphasis on the constraints…

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#TheDailyBestofEnterpriseSoftware – October 23

NetSuite to Acquire TribeHR – NetSuite announced that it has entered into an agreement to acquire TribeHR, a cloud-based Human Capital Management solution to “create the first integrated cloud ERP and HCM software suite for small and mid-sized businesses (SMBs)”. TribeHR is a four year old company based in Waterloo, Ontario, Canada and has over 450 customers operating in more than 50 countries. TribeHR has core HR functionality for employee management, recruiting, talent management, social HR, and mobility.

This is NetSuite’s second acquisition of the year (the first acquisition this year was Retail Anywhere – a point-of-sale solution). It is an interesting play that will make NetSuite more competitive with Workday as well as SAP SuccessFactors. Hopefully it will enable NetSuite to become profitable as well….

Oracle to Buy BigMachines – Another Cloud Company – Oracle announced today that it is acquiring BigMachines, a cloud-based Configure, Price & Quote (CPQ) solution provider. BigMachines’ CPQ Cloud accelerates the conversion of sales opportunities into revenue by automating the sales order process with guided selling, dynamic pricing, and an easy-to-use workflow approval process, accessible anywhere, on any device. More than 275 organizations utilize BigMachines’ CPQ Cloud.

Larry Ellison is going to try to buy his way to the number one cloud solution provider spot. Price configuration is a complicated and important solution area that could be an important differentiator for customers looking for a cloud solution. Salesforce.com does not highlight this type of capability within their solution suite. SAP has a configurator but I don’t believe it is cloud based.

SAP Cutting Back on Business ByDesign Investments – Various reports indicate that SAP is cutting back on its development of SAP Business ByDesign, its cloud-based ERP solution that was targeted at the small and mid-size business market. The irony of this is that SAP appears to be doing everything it can to expand and market its cloud solutions. SAP Business ByDesign was launched in 2007 with some follow-up re-launches thereafter. All said, it has never really gotten off the ground. The primary competitor of ByDesign is NetSuite. In response to the news about SAP’s cutbacks on ByDesign, NetSuite announced today an SAP Business ByDesign Sunset Migration Program. This is further validation of something I blogged about a while back regarding SAP’s Growth Strategy Shift – Organic vs Inorganic. With the success of cloud acquisitions such as SuccessFactors and Ariba, it appears SAP (similar to Oracle) are finding it easier to buy their way into the cloud market rather than to develop their own cloud solutions.

That’s the Best for today. Please chime in if you feel I missed something or you like/dislike my takes (I’m ok either way).

Bern Baumgartner
ERP Ready, Inc.
http://www.erpreadyinc.com
@erpreadyinc

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#TheDailyBestofEnterpriseSoftware – October 22

Oracle President Mark Hurd Being Considered for Microsoft CEO Position – It has been rumored, reported, and confirmed by Mark Hurd, that he is being considered to replace Steve Ballmer as Microsoft’s next CEO. While this recent CNBC interview of Mark Hurd doesn’t add much fuel to the rumor fire, Mr. Hurd does confirm that he’s been contacted by Microsoft.

Mark Hurd has had an impressive career. While he was CEO of Hewlett-Packard (HP) from 2005 to 2010, HP’s stock more than doubled in value and it has been a disaster ever since… Mr. Hurd had a reputation for aggressive cost-cutting and improving HP’s margins. As CEO of HP, he made some major acquisitions including EDS, 3Com, and Palm. He also ended up being forced out of HP due to some cloudy ethics issues involving a female vendor and sexual harassment charges. Since then, Mr. Hurd moved on to become President of Oracle, working for Larry Ellison.

So while HP shareholders appreciated how Hurd was able to drive up the share price, I’m not sure I really see much of that “visionary leadership” that many feel is needed at Microsoft. Aggressive cost-cutting helps the bottom line, but does not speak to positioning a technology company for leadership. The performance of HP since Mr. Hurd’s departure does not indicate that his strategies and acquisitions put them into a good long-term position. As of late, Oracle also seems to be lagging some of its core competitors such as SAP when it comes to keeping up or staying ahead of key technology trends such as cloud, in-memory computing, and mobility. Perhaps Mr. Hurd is better suited to be Microsoft’s next COO rather than that next visionary CEO.

Why Not Bill McDermott as the Next Microsoft CEO? – First of all, I’ve not seen anything that references consideration of Bill McDermott for the Microsoft CEO job. However, after writing the above post on Mark Hurd, I began to ponder the interesting possibility of SAP’s co-CEO as the next Microsoft CEO. McDermott who is anticipated to become the sole CEO of SAP at the end of the year when fellow co-CEO Jim Hagemann Snabe retires, started at SAP in 2002 as President of SAP America. McDermott has had a truly remarkable career at SAP that has been marked by success every step of the way. While McDermott’s roots are sales, he is a very effective and dynamic leader that has also helped SAP make some bold, dare I say visionary, moves into “hot” enterprise application areas (before they were “hot”) such as in-memory database computing, analytics, mobility, and, to some degree, cloud. Certainly, SAP’s cloud strategy seems to be working based on their Q3 earnings results announced this week. Also, under McDermott’s leadership SAP developed a much more strategic partnership with Microsoft. To be sure, the Microsoft job is bigger than co-running SAP. However, when compared to some of the other candidates Microsoft appears to be considering such as Mark Hurd and Alan Mulally (currently CEO of Ford Motor Company), I think McDermott could be a really interesting choice.

That’s the Best for today. Please chime in if you feel I missed something or you like/dislike my takes (I’m ok either way).

Bern Baumgartner
ERP Ready, Inc.
http://www.erpreadyinc.com
@erpreadyinc

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