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


Event Report: SAP Business by Design (Formerly Code Named A1S)

SAP this morning launched its new hosted offering SAP Business by Design. Some quick observations on the positive side of the spectrum: SAP Business by Design runs NetWeaver. UI still runs on services and the product can access all the services in the overall SAP Enterprise Service Repository. Customers and prospects should expect SAP to […]

Posted by R "Ray" Wang on September 19, 2007


Apps Strategy: SaaS Pricing Models Challenge the Status Quo

A dichotomy of software licensing and pricing philosophies has emerged. On one hand, software titans such as Oracle and SAP continue to shift the pendulum towards usage based metrics for its largest customers. These options represent metrics such as revenue and industry specific models that seek to extract a “fair value” for their contribution to […]

Posted by R "Ray" Wang on September 13, 2007


How Web 2.0 is Transforming Customer Service

I thought I would write a post about the biggest trend happening in my industry in case it is emerging as a hot topic for others. When I started writing about online discussion forums as a new support channel almost 3 years ago, the examples were mostly high volume consumer companies (Tivo, Palm). Today, there […]

Posted by John Ragsdale on September 4, 2007


Thoughts On Oracle’s Next Acqusition

(Image courtesy of SAP) So, first of all, let me qualify this. It’s not inside information, it’s not a potential target we’ve heard to date, but an idea I’ve had for some time. There’s an acquisition target that Oracle could make the best use of in Germany. In fact, it’s even based in Waldorf, but […]

Posted by R "Ray" Wang on August 31, 2007


Trip Report: Reflections on ERP Software in Shanghai

(Copyrighted 2007. Photo by R Wang. All rights reserved) WILL CHINA BECOME THE NEXT INDIA FOR ENTERPRISE APPS?Miss the energy and excitement during the dot com boom? Well it’s alive and well in Shanghai! While consumer and internet software remains hot and starting to mature, enterprise software in particular emerges as virgin territory in a […]

Posted by R "Ray" Wang on August 16, 2007

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Event Report: Oracle Open World APAC – Shanghai, China

(Copyrighted 2007. Photo by R Wang. All rights reserved) ORACLE OPEN WORLD SHANGHAI DEMONSTRATES THE POWER OF THE ORACLE BRANDAs some of you know, I recently came back from Oracle’s Open World Shanghai (July 30th to August 2nd). With 8,000 people at Oracle Open World, and about 1000 there for apps, you could really see […]

Posted by R "Ray" Wang on August 6, 2007


IPO Watch: NetSuite Files S-1

NetSuite officially filed its S-1 today. The SaaS suite vendor delivered solid revenues of 67.2M in 2006 and is projected to clear over $100M in 2007. Some key facts about the IPO: – Going public using the auction method Google used– Ellison owns 61.1% and his trusts hold 13% from his $100M investment in 1998– […]

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


Apps Strategy: Applistructures Key to Custom Development Come Back

While organizations expect their packaged applications to deliver 90% of the functional requirements, most are lucky to achieve 65%. The gap has traditionally been filled by custom development. Customizations often meant expensive upgrade processes, integration challenges, and testing complexity. However, robust and maturing applistructure platforms (i.e. middleware, SaaS, etc.) and a software vendor’s inability to […]

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