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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

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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

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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

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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

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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

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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

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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 SalesForce.com 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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 www.raywang.org site.

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

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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 www.raywang.org site.

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

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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 www.raywang.org site.

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

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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

2 Comments

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

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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

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