News Analysis: IBM Offers to Pick Up Cognos for $4.9B

IBM announced its 23rd acquisition in its information on demand strategy by offering $58 per share (9% premium), or $4.9B for Cognos, the Ottawa, Canada, based BI stalwart with 4000 employees and 25,000 customers worldwide. The deal is expected to close in the first quarter of next year. A quick assessment of the deal: Keeps […]

Posted by R "Ray" Wang on November 12, 2007

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Event Report: Oracle Open World

(Copyrighted 2007. Photo by R Wang. All rights reserved) Despite the stormy night before, Oracle kicked-off Open World to a classic San Francisco weekend, with blue skies, 70 degree weather, and the buzz and excitement one can only expect with 50,000 people packed around Moscone. Tonight focused on celebrating 30 years of Oracle history and […]

Posted by R "Ray" Wang on November 12, 2007


News Analysis: Dun and Bradstreet Acquires Purisma

On November 5th, Short Hills, NJ-based Dun and Bradstreet revealed its $48M acquisition of Purisma, Inc, a, Redwood City, CA provider of customer hub solutions. Until now, the majority of DandB’s expertise had been applied to the company’s flagship hosted services and data products, not its on-site Integration Manager or customer hub solution. The acquisition […]

Posted by R "Ray" Wang on November 5, 2007


News Analysis: Deltek IPO’s at $18/share

Kudos to the Deltek team for their recent IPO. This public offering showcases how taking a company private can provide opportunities to regroup, reorganize, and recharge. What this means for Deltek: New market growth opportunities. The $10M in proceeds from the IPO give Deltek the cash to build off of its base in the UK […]

Posted by R "Ray" Wang on November 1, 2007


Buzzword Watch: Tired of Hearing Canonical and Not Knowing What It Means In the World of SOA?

So, it’s one of those things that drives you nuts when everyone is talking about a buzzword, and you haven’t found the definition. Canonical in the context of SOA keeps popping up in the many briefings and product marketing conversations I’ve had these past 12 months, so I thought I’d share with you the definition […]

Posted by R "Ray" Wang on October 25, 2007


News Analysis: Oracle Launches Hostile Bid for BEA

Oracle added fuel to fire in the rapidly consolidating enterprise software market today with a $6.7B unsolicited bid for BEA. Here are a few quick thoughts: Oracle seeks to dominate middleware. Middleware platforms provide the nexus for software ecosystems. Each vendor’s last mile solutions depend on a strong middleware tool and a community of individuals […]

Posted by R "Ray" Wang on October 12, 2007


News Analysis: SAP Initiates Friendly Take Over of Business Objects

SAP Faces the Realities of A Consolidating Market and EcosystemIn a not so surprise move to insiders, Goldman’s efforts to tie up SAP and Business Objects proved fruitful as the two companies officially announced a friendly take over offer. (Press Release). In the press release, 2 key things were made clear: Organic strategy not enough […]

Posted by R "Ray" Wang on October 7, 2007


Trip Report: DownUnder

(Copyrighted 2007. Photo by R Wang. All rights reserved) WHAT’S GOING ON DOWN UNDER FOR ENTERPRISE SOFTWARE?Well, it’s hard to beat the weather, scenery, and market in Australia and especially here in Sydney! Amidst this wonderful backdrop is an economic boom based on Financial Services, Public Sector, and Natural Resources, especially mining. In other economic […]

Posted by R "Ray" Wang on October 4, 2007


News Analysis: PWC’s Non-Compete Ends with IBM

PwC EMERGES FROM THE IBM NON-COMPETE In 2002, PwC sold its consulting arm to IBM for $3.5B. That transaction began a 5 year non-compete which ends on October 1, 2007. The non-compete prevented PwC from participating in IT consulting and systems integration. However, PwC could partake in other areas of business consulting such as management […]

Posted by R "Ray" Wang on September 29, 2007

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Event Report: DreamForce 2007

(Image courtesy of At this year’s Dreamforce, made 4 key announcements: The platform – platform as a service for companies to deploy their own apps Visualforce – a page based model design tool to deliver any User Interface-as-a-Service An AppsExchange milestone- the vendor delivered its 700th live application Salesforce Ideas- an online […]

Posted by R "Ray" Wang on September 18, 2007


Trends: The True Small Business Market

(Image courtesy of NetBooks) Software trends come and go in cycles. Currently we’re in the midst of a focus on partners, ecosystems, and the small business market. Yet, that definition of small business is all over the map. Some vendors look at 1000 employees or less. Others size by revenue and say its $500M or […]

Posted by R "Ray" Wang on September 5, 2007


Trends: What’s all the fuss about True SaaS, OnDemand, Hosting?

•As many of you know, there’s mass confusion out there about what’s really SaaS, so time to clear the air on this topic. I’m going to give this some common definitions and hopefully this will help us figure out what’s what and where the trade-offs are in all these deployment options. Single Instance – (a.k.a. […]

Posted by R "Ray" Wang on September 3, 2007


Event Report: Sterling Commerce Connection, Denver, CO

(Image courtesy of Sterling Commerce) Sterling Commerce Pushes Closer to the Perfect OrderSterling treated customers and prospects to a packed agenda of product announcements, customer case studies, and educational sessions at this year’s customer conference. Here are a few quick observations from the event: Transformation from infrastructure supplier to solution provider near complete. Prior to […]

Posted by R "Ray" Wang on August 27, 2007


Companies get smarter…what’s the future role of analysts?

Ray Wang and I have talked about this a few times, and I think it is an interesting trend for analysts and vendors to think about, so thought I’d write a short entry here. I’ve noticed a new trend over the last year as I work with SSPA members on technology acquisition issues: some of […]

Posted by John Ragsdale on August 9, 2007


Apps Strategy: Responding to Tectonic Shifts In the Software Industry

As the software industry matures and transforms itself, four key forces converge to shape a new future for the software industry. Despite these tectonic shifts impacting clients, enterprise software strategies should focus on the business users and the processes they support. The 4 tectonic shifts impacting clients include: The post Y2K upgrade cycle harkens the […]

Posted by R "Ray" Wang on July 24, 2007


Order Hubs: A Perfect Order’s Just Really in the Eye of the Beholder

WHAT’S A PERFECT ORDER THEY ASK??? So I’ve been getting this question about once a week or so for the past 2 years. And basically, everyone starts the conversation from their perspective of what an order is. The supply chain guys think fulfilment, the CRM/eCommerce gals think order capture. and the ERP peeps think billing […]

Posted by R "Ray" Wang on July 12, 2007


News Analysis: SAP Responds to Oracle in TomorrowNow Lawsuit

In this on-going debate about all the details around IP and “theft”, we keep avoiding the key question. “Will SAP or Oracle strive to protect the rights of customers to have access to third party providers, including those for Oracle and SAP applications?” SAP’s Link to ResponseOracle’s Link to Complaint (The personal contents in this […]

Posted by R "Ray" Wang on July 3, 2007


Surface Computing

I guess I won’t be selling my Microsoft stock this year. I was having some doubts, but then today I stumbled across this article on Microsoft Surface on the Popular Mechanics website. Finally, a computer that my pre-kindergarten kids can use to print their own digital photos, instead of asking me! Microsoft Surface computers will […]

Posted by Michael Byrne on June 19, 2007


Apps Strategy: Now’s the Time to Design a 5-Year Packaged App Strategy

What do ERP fatigue, instance consolidation, upgrades, SaaS, third party-maintenance, and BPO have in common? They are all stop-gap measures in addressing the key issue of having a long-term apps strategy. Some key areas to consider include: Most packaged apps were bought in the mid to late 1990’s Software lifecycle is about 7 to 10 […]

Posted by R "Ray" Wang on May 28, 2007


News Analysis: Oracle Acquires Agile

Based on their Red Pepper IPO, it was only a matter of time that Oracle CEO Chuck Phillips and Agile CEO Jay Fulcher would tie the knot. The $495 M cash deal for Agile adds leading PLM capabilities to Oracle’s application arsenal and brings to Oracle over 1,250 top PLM customers and over 10,000 visualization […]

Posted by R "Ray" Wang on May 17, 2007


IPO Watch: Deltek Files S-1

After much anticipation since New Mountain funds took the company private with a 75% stake in 2002, Herndon based Deltek Systems filed its S-1 on May 8th 2007. As a Project Based Solution (PBS) vendor, nothing could be more fitting than coming out with the NASDAQ symbol “PROJ”. While private, Deltek remained active and acquired […]

Posted by R "Ray" Wang on May 10, 2007

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Event Report: i2 Planet 2007, Orlando, FL

Given the recent consolidation in the industry and increasing dominance of both Oracle and SAP, I couldn’t help but wonder if supply chain had gone the way of CRM or if it was a specialized field that would continue to stand out like business intelligence. In fact, I normally don’t specialize in supply chain but […]

Posted by R "Ray" Wang on May 5, 2007


An Interesting Thing Happened to Me on the Way Back From China ….

Just returned from a trip to China, obstensibly to visit friends and family, but the workaholic side of me couldn’t help but arrange for a variety of conversations with businesses large and small doing business in China … as well as the investors who fund them. I have to admit that came back both awed, […]

Posted by Mike Ni on May 1, 2007


Enterprise Software Earnings Watch: Solid License Growth Amidst Increasing Customer Backlash on Maintenance Pricing

Recent positive earnings announcements from SAP, Oracle, Microsoft, Business Objects, Agresso, and Epicor signal that the enterprise software market remains quite healthy. Despite doomsayer analyses that talk about the slowing economy, high single to double digit growth in license revenue demonstrate the success of recent initiatives to capture new industries and market segments (e.g. SME […]

Posted by R "Ray" Wang on April 26, 2007


MDM and the Information Supply Chain: Applying Supply Chain Principles to MDM

Like demand signals in the supply chain for the auto industry, the flow of information via data drives our ability to evaluate, decide, and act in our information worker economy. Delivering relevant data to the right person, time, and place, in the appropriate context remains a key challenge MDM professionals encounter. Taking a page out […]

Posted by R "Ray" Wang on April 20, 2007

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Industry View: SaaS Applistructures Deliver on the Promise of Tying Web 2.0 to Enterprise 2.0

Walking out of the Event on Tuesday the 10th had me thinking about the promise of Web 2.0 for the enterprise via middleware, SaaS platforms, and this notion of Applistructure. The thing that really struck home was not the utility computing model that Marc rants and raves about, nor the great drag and drop […]

Posted by R "Ray" Wang on April 11, 2007

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Why I can’t recommend Open Source CRM….yet

I have recently been receiving pressure from certain vendors and CRM SIs to give more visibility to Open Source CRM products. Open source may be in fashion, but that’s hardly a reason to recommend it. Open source is not better. Yet. And I won’t recommend it for enterprise size companies. Yet. And here’s why. Last […]

Posted by John Ragsdale on April 9, 2007


News Analysis: Workbrain brings key workforce management capabilities to Infor customers

Acquisition of Workbrain marks 20th for privately held Infor Global Solutions, GmbHInfor’s acquisition this morning of Workbrain for $227M marks its 20th. Assimilation of the Toronto based workforce management vendor fills a significant void in the # 3 ERP vendor’s product portfolio. Workbrain delivers key work force planning, time and attendance tracking, scheduling, absence management […]

Posted by R "Ray" Wang on April 3, 2007

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Industry View: What’s Up with Adobe Apollo?

Last month I found myself at a Adobe user’s group presentation on Adobe Apollo. I went because I was looking for a Flash developer to help out with some work on a web project. The presentation I saw was from a group called Effective UI. They were demoing a proof-of-concept front-end for eBay built in […]

Posted by Michael Byrne on April 1, 2007


Event Report: CDI-MDM Summit, SF, CA

I recently moderated a track with a colleague of mine (Rob Karel) at the CDI-MDM conference this March 26h and 27th at the San Francisco Marriott. Though master data management penetration in the enterprise still hovers in the high single digits, its obvious the energy, activity, and investment around MDM continues to grow. Some quick […]

Posted by R "Ray" Wang on March 29, 2007


News Analysis: SAP in a Post-Shai era?

It’s hard to believe that less than 7 years ago, SAP was seen as a stodgy, client-server based, and very stubborn German software company. That transformation from “borg-like” vendor to innovator wasn’t easy, but at the helm of that transition was Shai Agassi. As one of the few non-German executive members, he harnessed the can-do […]

Posted by R "Ray" Wang on March 28, 2007

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News Analysis: Tammi Reller’s transition to Interim Head of MBS

The recent transition of Satya Nadella to the new Search and Ad Platform group came as quite the surprise to many outside of the Redmond community. Satya had recently taken over in September 2006 from long time Great Plains icon Doug Burgum. (Doug is retiring later this year.) Insiders say that Satya was chosen for […]

Posted by R "Ray" Wang on March 22, 2007


Event Report: Lawson CUE

After a horrendous time getting out of the Mumbai Airport where I missed my flight and had to fly to NY in order to get to California… I finally made my way to sunny San Diego for Lawson’s CUE event on March 4th to March 7th. Though I missed the Sunday festivities, the week there […]

Posted by R "Ray" Wang on March 9, 2007


Ecosystems: Systems integrators should transform to solutions providers

As I reflect on my current trip to India, I can’t but help feel the deja vu of the Silicon Valley during the late 90’s. Streams of business people come in and out of the lobby with ideas, deals, and lots of excitement. I’m typing away from the Hotel Leela in Bangalore where I just […]

Posted by R "Ray" Wang on March 3, 2007


SaaS: SaaS takes off in Japan

Tokyo still remains one of my favorite destinations in APAC and on a visit with clients and media, it became quite apparent that SaaS was top of mind in the market. I wondered if I had came to Japan a week after Marc Benioff or if the market had been that enthusiastic to begin with. […]

Posted by R "Ray" Wang on January 26, 2007


Blog Move!: Transition to Blogspot

I’m moving my blog to Blogspot. Stay tuned. (The personal contents in this blog do not reflect the opinions, ideas, thoughts, points of view, and any other potential attribution of my current, past, or future employers.)Copyrighted 2007 by R Wang. All rights reserved (The personal contents in this blog do not reflect the opinions, ideas, […]

Posted by R "Ray" Wang on January 2, 2007


SaaS: WorkDay is now Official!

Coming out of stealth modeBuilt from the spin-out prior to the Oracle acquisition, Workday’s officially came out of the closet. Dave Duffield, Aneel Bhsuri, and Stan Swete lead 65 employees from their Walnut Creek, CA base. Many of the key employees are former PeopleSoft alumns. Workday’s products take advantage of Rich Internet Application architecture and […]

Posted by R "Ray" Wang on November 7, 2006


Project Based Solutions: Transition from manufacturing to service economy requires the right software

Project professionals remain challenged with business solutions that force fit production and manufacturing applications to meet the needs of knowledge based, information workers. Though today’s work often focuses around projects, most enterprise applications remain designed for a functional world leaving professionals in public sector, legal, accounting, IT consulting, business consulting, market research, advertising, architecture, engineering, […]

Posted by R "Ray" Wang on July 1, 2006


Analyst 101: One year later

What a year! What a ride. This job has been good. I’ve been insulated from all the politics which has really been a luxury. Being out West, you can really focus on the vendors and learn what’s going on. Meanwhile, we’ve got great clients and some great projects ahead of us. Anyways, 16 docs, good […]

Posted by R "Ray" Wang on January 25, 2006


Analyst 101: Debut of Beyond Order to Cash

Business pressures to grow market share, improve margins, reduce time to market, and retain customers with existing enterprise application investments compel enterprises to re-examine their existing order management cycle (OMC) strategies. With multiple categories of vendors offering order management solutions, business complexity across supply and demand chains should be the strategic driver in determining the […]

Posted by R "Ray" Wang on February 24, 2005


Analyst 101: One week later

It’s heads down time as I’ve got to figure out how to get my order management research out the door. I’m already getting a ton of inquiries and getting on the phone with briefings. I’m glad some of the vendors remember me from previous positions. Having done the job from the other end, I hope […]

Posted by R "Ray" Wang on February 1, 2005


Analyst 101: Day 3 – So much to live up to!

I haven’t been to Forrester’s Cambridge offices before, but it’s quite the location, at least that’s what the maps show me. It’s smack in the middle of MIT and just a mile from Harvard. So far Orientation’s been a blast. Virginia Crossa is quite the instructor and has a great way with motivating and challenging […]

Posted by R "Ray" Wang on January 27, 2005


Analyst 101: From Vendor Side to the Dark Side?

My First Morning as a Forrester AnalystSo, I’m really excited here. It’s my first day as a Forrester analyst and it’s quite amazing. I’m up early since orientation is in a few hours. They’ve got me at this funky hotel called the Hotel Marlowe. It’s next door to the Monitor offices and across from that […]

Posted by R "Ray" Wang on January 24, 2005


Software Licensing and Pricing: Focus Efforts on Maintenance First

Maintenance costs are the most expensive over the long termFocus negotiations on total cost not just license costs. Many enterprises enter into software contracts focused on license cost. However, the key driver of costs is really maintenance. At 17 to 25% of the license cost, enterprises end up buying up to 2x the original cost […]

Posted by R "Ray" Wang on January 21, 2005


Insider View: PeopleSoft Gobbled Up by Oracle

Alas the end has come to the long journey we’ve faced here at PeopleSoft. Most of us had hoped that the company would survive independently, yet our board has made a different decision. Some of us found out at 3:00 am and boy was it a solemn commute to work this morning. Almost everyone is […]

Posted by R "Ray" Wang on December 13, 2004


Blogs before December 2004 have been archived

(The personal contents in this blog do not reflect the opinions, ideas, thoughts, points of view, and any other potential attribution of my current, past, or future employers.) Copyrighted 2008 by R Wang. All rights reserved

Posted by R "Ray" Wang on December 1, 2004


Best Practices: A Work Plan To Successfully Negotiating Software Contracts (Part 2 of 2)

You are reading a post originally published on March 1, 2004 from an older blog on the old site.

Posted by R "Ray" Wang on March 13, 2004


Best Practices: A Work Plan To Successfully Negotiating Software Contracts (Part 1 of 2)

You are reading a post originally published on March 1, 2004 from an older blog on the old site.

Posted by R "Ray" Wang on March 8, 2004


Best Practices: Seven Simple Steps To Successfully Negotiate Software Contracts

You are reading a post originally published on March 1, 2004 from an older blog on the old site.

Posted by R "Ray" Wang on March 1, 2004


News Analysis: Too Early to Call the Death of Third Party Maintenance

Problems at Tomorrow Now unfairly cloud the marketRecent announcements about a management change of control at Tomorrow Now and letters to clients indicating a change in service agreements (we’ve been told that both sides could have a 60 day window to cancel contracts in the new agreeemnts) could be perceived as a death knoll for […]

Posted by R "Ray" Wang on November 20, 2007