Comments on: “There’ll Be More Change at SAP in the Next 6 Months Than The Previous 30 Years” http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/ An industry analyst blog looking at software ecosystems and convergence Thu, 04 Dec 2008 02:39:11 +0000 http://wordpress.org/?v=2.6.3 By: jgovernor http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/#comment-391951 jgovernor Fri, 06 Jun 2008 16:11:35 +0000 http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/#comment-391951 @roland fear is good. SAP has survived massive infrastructure shifts before, and come out with increased market share. i am not saying that means it will again, here, but at least it has a completely rearchitected platform to pursue the new architectural expectations @roland fear is good. SAP has survived massive infrastructure shifts before, and come out with increased market share. i am not saying that means it will again, here, but at least it has a completely rearchitected platform to pursue the new architectural expectations

]]> By: Roland Judas http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/#comment-388222 Roland Judas Mon, 02 Jun 2008 12:26:09 +0000 http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/#comment-388222 @Dale: I'm still faltering If i should agree you thesis about Core ERP and CRM in the tier 1 space not beeing under threat. During the last months we saw many new players on scene with wide choice of offerings in the grid-cloud-Saas-Paas-DaaS field. How long do you think, that this phenomenom will stay in the SMB/VSB sector? My guess is that within the next 24-36 month we will see a Enterprise scale project of PaaS-technologie. And then the gates are open. I strongly believe, that the big tier 1 players have a similar fear and so a faux pas like the precipitant announcement of Business-by-Design could happen. Or do you think that this massive delay is part of SAPs recently announced 'strategic agility' vision von 2008? I'm only a hobby analyst, but for me it sounds like fear, knowing that ERP-market as we know it is declining. And BI as glue for putting the pieces together after being struck by the ERP-monsters was only the beginning... Just my two cent Roland @Dale: I’m still faltering If i should agree you thesis about Core ERP and CRM in the tier 1 space not beeing under threat.
During the last months we saw many new players on scene with wide choice of offerings in the grid-cloud-Saas-Paas-DaaS field.
How long do you think, that this phenomenom will stay in the SMB/VSB sector? My guess is that within the next 24-36 month we will see a Enterprise scale project of PaaS-technologie. And then the gates are open.
I strongly believe, that the big tier 1 players have a similar fear and so a faux pas like the precipitant announcement of Business-by-Design could happen.
Or do you think that this massive delay is part of SAPs recently announced ’strategic agility’ vision von 2008? I’m only a hobby analyst, but for me it sounds like fear, knowing that ERP-market as we know it is declining. And BI as glue for putting the pieces together after being struck by the ERP-monsters was only the beginning…
Just my two cent
Roland

]]> By: Dale Vile http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/#comment-387393 Dale Vile Sun, 01 Jun 2008 12:55:50 +0000 http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/#comment-387393 Interesting feedback, James. I was unable to make SAPPHIRE but have been following developments very closely. I think the contrast you draw between Oracle and SAP is very apt. I don't think the core ERP and CRM estates in the Tier 1 space are under threat, apart from in that subset of accounts that have major Oracle and SAP landscapes co-existing. The more interesting action is in the white space - BI/performance management, people (rather than process) centric collaboration, and arguably mobile and remote access. Our research tells us that activity in these areas is a) fragmented and b) growing (in terms of increasing or changing demand), and that there may be some interesting big decisions on strategy among customers that impact who controls which accounts. I am personally interested in the MS and IBM roles in all this, as well as SAP, as Oracle is the common enemy of all of these, but the power games at both a market and account level are quite delicate. Meanwhile, the possible battle for the SMB and VSB space will also be interesting, I think that SAPs previous focus of putting all of its eggs into the SaaS basket is misguided here. If they do go down that route, they stand to be eclipsed by competitors who execute well with a traditional channel strategy around on-premise solutions, which is where the demand will remain for some time to come. Was there any news on that front from SAPPHIRE? Interesting feedback, James.

I was unable to make SAPPHIRE but have been following developments very closely. I think the contrast you draw between Oracle and SAP is very apt. I don’t think the core ERP and CRM estates in the Tier 1 space are under threat, apart from in that subset of accounts that have major Oracle and SAP landscapes co-existing. The more interesting action is in the white space - BI/performance management, people (rather than process) centric collaboration, and arguably mobile and remote access. Our research tells us that activity in these areas is a) fragmented and b) growing (in terms of increasing or changing demand), and that there may be some interesting big decisions on strategy among customers that impact who controls which accounts.

I am personally interested in the MS and IBM roles in all this, as well as SAP, as Oracle is the common enemy of all of these, but the power games at both a market and account level are quite delicate.

Meanwhile, the possible battle for the SMB and VSB space will also be interesting, I think that SAPs previous focus of putting all of its eggs into the SaaS basket is misguided here. If they do go down that route, they stand to be eclipsed by competitors who execute well with a traditional channel strategy around on-premise solutions, which is where the demand will remain for some time to come.

Was there any news on that front from SAPPHIRE?

]]> By: Nigel James http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/#comment-386608 Nigel James Sat, 31 May 2008 10:06:11 +0000 http://www.redmonk.com/jgovernor/2008/05/30/therell-be-more-change-at-sap-in-the-next-6-months-than-the-previous-30-years/#comment-386608 James, Great post and thanks for the shout out. You could tell there is a lot going on. Not least with the co-CEO transfer but also at other levels. TechEd in October will be interesting. Nigel James,
Great post and thanks for the shout out.

You could tell there is a lot going on. Not least with the co-CEO transfer but also at other levels. TechEd in October will be interesting.

Nigel

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