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Event Report: #Think2019 Showcases IBM’s Shift Back From Software To Services

IBM Gains Mojo On Cloud Vision and Shows Strength in Digital Ecosystems Dreaming of warmer pastures in Las Vegas and golf with colleagues, customers, partners, prospects, and employees slogged through the February rain of San Francisco in Moscone Center for the second iteration of IBM Think.  Think 2019 had many highlights beyond the lukewarm “second […]

Posted by R "Ray" Wang on February 13, 2019

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Event Report: #WEF19 #Davos2019 Globalization 4.0 Under Fire As Global Leaders Fail The Populace

Globalization 4.0 Attempts To Address Populist Revolt Global leaders gathered in the icy cold confines of Davos Switzerland for the 2019 edition of the World Economic Forum (WEF).  This 49th annual gathering’s theme focuses on Globalization 4.0 in the fourth industrial revolution.  Though most have not encountered the third industrial revolution, let alone the fourth, […]

Posted by R "Ray" Wang on January 22, 2019

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Research Report: Improving Go-to-Market Results with Constellation’s ACF

Apply the Account Categorization Framework to Succeed in Account-Based Strategies An account-based strategy model needs to focus on re-establishing relationships. With a very-well-defined list of business-to-business contacts, the go-to-market strategy requires a disciplined approach to re-engage with customers. Unfortunately, most field organizations are saddled with tech-laden complexity. Constellation Research suggests that clients put human relationships […]

Posted by R "Ray" Wang on January 16, 2019

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Event Report: Retailers Navigate Exponential Tech Amidst New Business Model Shifts #NRF2019

Retail Innovation Continues To Improve As Budgets And Margin Grow Over 40,000 attendees gathered at Jacob Javitz convention center in New York City for the annual big show (see Figure 1.)  The show kicked off with a keynote from BJ’s Wholesale Club Chairman, President, and CEO Chris Baldwin.  Chris conveyed the impact of retail on […]

Posted by R "Ray" Wang on January 16, 2019

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Trends: Constellation 2018 Enterprise Awards

Awards Recognize Mostly The Pinnacle and A Tinge Of Nadir For Enterprise Tech In 2018, enterprise tech remained fast-paced, innovative, and action-packed.  The Constellation Research team attended over 250 enterprise tech events, handled 1000’s of inquiries and briefings, dealt with 1000’s of media inquiries, and reached 100’s of millions in the social sphere.  With that […]

Posted by R "Ray" Wang on January 3, 2019

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Monday’s Musings: What’s Up With Big Tech Stocks? The Insider View For 2019

Big Tech Still Remains Attractive, Especially With The Recent Valuation Downgrade

Markets are still cautious.  Global outlook looks very different than the US outlook.  Actual economy and Wall Street remain disconnected.  Meanwhile, markets are trying to figure out a rational explanation of which one is the leading vs lagging indicator.  

Algo’s have been reset so we’re operating on different rules and they will be reset again.  Why Big Tech?  They play in a winner takes all market.  Apple and Google provide 99% of all the consumer software in the US.  Facebook, Google, and Amazon drive almost 63% of all advertising dollars
Tech is still strong with 20 to 40% growth. Investors will find it hard to find other asset allocation classes this good and this dominant.  

With valuations down, we can see the shift back to big tech in Q1 2019, especially now with depressed valuations. Everyone’s waiting the Q4 holiday numbers before making the plunge. So FAANG plus MIcrosoft, Adobe, Salesforce, ServiceNow, and Tesla are still all hot and Baidu, Alibaba and Tencent drive the China market.

As for the race to 1T in valuation, We’ll see a resurgence in 2019 of one of the FAANG’s plus Microsoft vie for the title. So here’s the run down:

Posted by R "Ray" Wang on December 24, 2018

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Event Report: @GCPCloud A Few Steps Closer To Enterprise Ready #GoogleNext18

Google Cloud Accelerates Movement To Enterprise, Mass Improvements Seen, Much More Required Ahead Arguably the second or third event for the Google Cloud team brought 25,000 prospects, customers, influencers to Moscone Center for Google Next on July 23rd to 27th, 2018.  Customers could see notable improvements in not only the investment made into the event, […]

Posted by R "Ray" Wang on July 27, 2018

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Best Practices: Seven Steps To Success In Enterprise Blockchain

Enterprise Adoption of Blockchain Nascent For Now, But Rapidly Growing Recent Constellation Research surveys from Q4 2017 show that less than 20% of our market leading and fast follower clients have either acquired and implemented blockchain or undergoing a proof of concept (see Figure 1).  One-third of survey respondents still mull the implications as they […]

Posted by R "Ray" Wang on June 21, 2018

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Event Report: @ServiceNow Transforms From #ITSM To Experience Orchestration #know18

It’s The Experience, Stupid! Over 18,000 customers, partners, prospects, and influencers gathered at the Sands Convention Center and Expo in Las Vegas for the annual ServiceNow Knowledge Event (see Figure 1).  The vendor best known for its success in IT Service Management has been on a growth tear.  In March 2017, CEO Frank Slootman handed […]

Posted by R "Ray" Wang on May 10, 2018

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Monday’s Musings: Seven Common Failures Plague Board Room Strategy In Digital Transformation

Boardroom Failures Reflect Years Of Focus On EBIDTA and Return On Capital Faced with massive pressure to embark on their digital journey, boards and CEOs have sought case studies and examples of success to avail without realizing that each journey remains unique. While there are many proof of concepts in play, much of the innovation […]

Posted by R "Ray" Wang on May 7, 2018

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Digital Transformation Digest: Amazon AR View For Android, SAP Leonardo In Telecom and Cars, MIT AI Chip Makes Neural Networks Mobile

Amazon AR View Targets Android Amazon has added its AR View augmented reality (AR) offering to Android devices on Google’s ARCore.  Developers can create AR experiences in applications, games, and other apps.  The feature runs from Amazon’s app icon.  The offering was launched on Apple iOS in November for customers using ARKit.  Amazon AR View […]

Posted by R "Ray" Wang on February 27, 2018

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Digital Transformation Digest: Mobile World Congress and 5G, Samsung Galaxy S9 and Google Assistant Gets A Boost

All Eyes On Mobile World Congress and 5G The annual Mobile World Congress #MWC18 kicked off Monday in Barcelona with the 5G standard front and center in all discussions.  With the main 5G architectural standards agreed upon by 3GPP in December 2017, the industry gains a service based architecture, common core network, network slicing, and […]

Posted by R "Ray" Wang on February 26, 2018

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Digital Transformation Digest: Oracle Bets Big On Cloud, Eye On Amazon Domination, and New Investments In Enterprise Tech

Oracle Bets Big On Cloud With New Data Centers, SLA, And Autonomous Cloud Oracle Corporation announced this week plans to add 12 new data-center “regions” as it ramps up competition with Amazon, Microsoft, Alibaba, and Google.  Critical to the delivery of cloud infrastructure services and eventually artificial intelligence, the capital spending to quadruple Oracle’s current […]

Posted by R "Ray" Wang on February 13, 2018

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Digital Transformation Digest: Arizona Accepts Crypto For Tax, Google Rumored With iMessage Competitor, HomePods Sound Good

State of Arizona Senate Passes Bill To Accept Tax Payments With Blockchain Technologies On February 8th, 2018, the Arizona Senate passed a bill allowing payment of taxes by cryptocurrencies.  With a Senate Finance Committee vote of 4-3 on January 24th, and a 16-13 vote in favor by the senate on February 8th, Arizona Senate Bill […]

Posted by R "Ray" Wang on February 12, 2018

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Research Report: Constellation’s Futurist Framework (PESTEL) – The Societal Outlook Pre @Davos #WEF18

2018 Davos Focuses On Creating A Shared Future In A Fractured World The World Economic Forum (WEF) kicks off January 23rd to 26th in Davos-Klosters, Switzerland.  This year’s theme is about “Creating a Shared Future In A Fractured World”.  From the program notes for this year’s event, WEF sees the following: At the close of […]

Posted by R "Ray" Wang on January 18, 2018

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Research Report: Constellation’s Futurist Framework (PESTEL) – The Economic Outlook Pre @Davos #WEF18

2018 Davos Focuses On Creating A Shared Future In A Fractured World The World Economic Forum (WEF) kicks off January 23rd to 26th in Davos-Klosters, Switzerland.  This year’s theme is about “Creating a Shared Future In A Fractured World”.  From the program notes for this year’s event, WEF sees the following: At the close of […]

Posted by R "Ray" Wang on January 17, 2018

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Research Report: Constellation’s Futurist Framework (PESTEL) – The Political Outlook Pre @Davos #WEF18

2018 Davos Focuses On Creating A Shared Future In A Fractured World The World Economic Forum (WEF) kicks off January 23rd to 26th in Davos-Klosters, Switzerland.  This year’s theme is about “Creating a Shared Future In A Fractured World”.  From the program notes for this year’s event, WEF sees the following: At the close of […]

Posted by R "Ray" Wang on January 16, 2018

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Research Report: What’s Top Of Mind From SAP Customers

Relevance And Value Lead The Inquiries About SAP From the criticism about indirect access to SAP Leonardo, the 2017 SAP landscape has been both gut-wrenching and transformational for clients. Rounded out by conversations at Americas’ SAP Users’ Group (ASUG), SAP Australia User Group (SAUG) and UK and Ireland SAP User Group (UKISUG) events, the top […]

Posted by R "Ray" Wang on December 19, 2017

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Personal Log: Congratulations To Constellation’s BT-150 Winners #BT150

Recognize The Change Agents In Business Transformation I’m excited to announce the launch of the Business Transformation 150.   Constellation’s elite list recognizes the top global executives leading innovative business transformation efforts in their organizations.   Nominations from peers, industry influencers, technology vendors, and analysts powered the exhaustive, six-month selection process for the BT-150. Analyzing The BT-150 […]

Posted by R "Ray" Wang on September 6, 2017

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Research Summary: Constellation ShortList™ Integration Platform as a Service (IPaaS)

  About this Constellation ShortList The challenges and requirements around data and application integration are quickly changing. For starters, data increasingly lives and applications increasingly run outside of the four walls of the enterprise as companies embrace cloud-based compute and storage capacity, and as they replace on-premises software with software as a service (SaaS). The […]

Posted by R "Ray" Wang on August 13, 2017

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Research Summary: Constellation ShortList™ Synchronous Ledger and Blockchain Platforms

  About this Constellation ShortList In 2008, blockchain technology was introduced to the world from the mysterious Satoshi Nakamoto. The paper, titled “Bitcoin: A Peer-to-Peer Electronic Cash System,” shared how a network would maintain a time stamped immutable record of all cryptocurrency transactions to prevent double spend with no central umpire. The core of blockchain […]

Posted by R "Ray" Wang on August 13, 2017

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Event Report: FinancialForce #FFComm17

New Management Team and Focus Bode Well for FinancialForce Constellation attended the FinancialForce Community Live event in Las Vegas in June 2017.  More than 1,000 attendees gathered to see the new management team and product roadmap.  The market for cloud enterprise resource planning (ERP) software remains hot as regulatory requirements and modernization efforts drive upgrades […]

Posted by R "Ray" Wang on June 22, 2017

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Monday’s Musings: Dynamic Leadership – A Responsive And Responsible Approach #Davos #WEF17

Today’s Leadership Models Fail To Address Responsive And Responsible Leadership The World Economic Forum kicks off January 17th to 20th in Davos-Klosters, Switzerland. As the global theme for the annual meeting, responsive and responsible leadership begins a lofty conversation about the qualities required to bring generations together, create inclusiveness in growth opportunities, and to bridge […]

Posted by R "Ray" Wang on January 2, 2017

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Monday’s Musings: Why A Bi-Modal Approach to Digital Transformation Is Just Stupid

Multi-Modal Approach Key to Successful Digital Transformation Like fake news, the over hyped, bi-modal approach to IT and digital transformation is a flawed fallacy perpetuated by ivory tower, non-pragmatic legacy research firms.  Lessons learned from successful digital transformation projects emphasize an organizational design comprised of six key virtual or physical teams (see Figure 1): Figure […]

Posted by R "Ray" Wang on December 12, 2016

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Monday’s Musings: Secrets Behind Building Any AI Driven Smart Service

AI Driven Smart Services Power The Future of IOT, CX,  Future of Work, and Block Chains The combination of machine learning, deep learning, natural language processing, and cognitive computing will change the ways that humans and machines interact with our environments.  AI-driven smart services will sense one’s surroundings, know one’s preferences are from  past behavior, […]

Posted by R "Ray" Wang on November 28, 2016

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News Analysis: America In An @RealDonaldTrump Era – Everything International Clients Need To Know PESTEL Part 1.

SPECIAL NOTE: This post is intended to help international clients understand the true nature of this historic US election and objectively understand the impact to clients.  Clients can set up an inquiry for more details specific to their business scenario.  This is part 1 of a two part series covering the Political, Economic, and Societal […]

Posted by R "Ray" Wang on November 10, 2016

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Research Summary: Constellation’s AstroChart For Business Trends, Q4 2016

Move Beyond The Hype In Business Trend Cycles Constellation’s AstroChartTM for Business Trends provides market leaders and fast followers a visual guide to business trends and their adoption.  The vertical access rates adoption from mainstream to early adopters to bleeding edge.  The horizontal access estimates the impact on an organization’s business model. from incremental to […]

Posted by R "Ray" Wang on October 18, 2016

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Monday’s Musings: Understand The Spectrum Of Seven Artificial Intelligence Outcomes

Successful AI Projects Seek A Spectrum Of Outcomes As artificial intelligence (AI) continues to move from the summer of hype to the fall tech conference news cycle, mass confusion has begun on what AI can be used for.  From fears of SKYNET, to hopes for the computer in StarTrek and Jarvis in Iron Man, the value […]

Posted by R "Ray" Wang on September 18, 2016

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Tuesday’s Tip: Seven Factors For Precision Decisions In Artificial Intelligence

The Rush To Artificial Intelligence Will Enable Augmented Humanity While market leaders and fast followers have not yet achieved mass personalization, the next rush is focused on investments in artificial intelligence (see Figure 1).  Searching for a competitive advantage and fearful of disruption, board rooms and CXO’s have rushed to artificial intelligence as the next […]

Posted by R "Ray" Wang on August 23, 2016

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Research Summary: [VIDEO] Inside Constellation’s Futurist Framework

Use The PESTEL Futurist Framework To Drive Strategic Board Level Planning Assumptions Constellation updates its futurist framework on a biennial basis.  Using a PESTEL model, political, economic, societal, technological, environmental, and legislative factors drive the overall planning assumptions.  These planning assumptions power strategic planning sessions for board rooms and executive teams.  The final PESTEL model […]

Posted by R "Ray" Wang on August 9, 2016

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Best Practices: Five Critical Success Factors To Digital Transformation

Digital Transformation Requires Five Critical Success Factors Over the past 24 months, Constellation’s clients have experienced closer collaboration between clients and their software vendors and service providers to craft solutions that may not have existed in the past.  This level of collaboration reflects the need for not only strategic differentiation, but also the desire to […]

Posted by R "Ray" Wang on July 10, 2016

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Research Summary: Workday Release 26 Beefs Up Cloud Software for Financial Management

Constellation’s Series on Innovation in Cloud Financial Management Applications  This report reviews the latest offering in financial management applications in the cloud and related Enterprise Resource Planning (ERP) trends. Chief Financial Officers (CFOs) and finance leaders seeking advice about the cloud can take advantage of Constellation’s ERP user survey and cloud adoption trends to understand […]

Posted by R "Ray" Wang on June 9, 2016

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Monday’s Musings: Data – The Foundation Of Real-Time Digital Business

From Big Data to small data, the digital world measures and values every interaction. Digital technology enables every touch point, click, conversation, picture, and byte of digital exhaust to be used to improve decision-making. In fact, data provides the foundation for success in a real-time digital business. This is why organizations must carefully design a […]

Posted by R "Ray" Wang on May 23, 2016

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Research Summary: The Algorithm of You – How IoT Transforms and Differentiates Customer Experience

Using the Internet of Things to Boost Revenue and Deliver a Brand’s Personalized Promise The Internet of Things (IoT) promises to revolutionize the way business is run and to create differentiated customer experiences. IoT allows for the processing of massive numbers of device events and for commingling those events with business and customer events. This […]

Posted by R "Ray" Wang on May 12, 2016

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Research Summary: HOLMES Puts Wipro in the Forefront of Cognitive Computing

Wipro HOLMES Delivers Next-Generation Services Built on Cognitive Computing Capabilities  Wipro is an information technology, consulting, and outsourcing firm serving more than 900 clients from the Fortune 1000. Wipro operates in more than 175 cities worldwide and generated $7.7 billion in revenue in its 2015-16 fiscal year. Its global workforce has more than 170,000 individuals. […]

Posted by R "Ray" Wang on May 10, 2016

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Research Summary: Reltio Powers Data-Driven Applications on a Modern Platform-as-a-Service

Reltio Helps Partners and Customers Build Insight- Driven Applications and Data Services in the Cloud Privately-held Reltio, a Silicon Valley-based firm, offers Reltio Cloud, a modern data-management Platform as a Service (PaaS) that enables horizontal and industry- specific, data-driven applications. The platform also enables partners and end-user organizations to rapidly create their own data-driven apps. Data-driven apps […]

Posted by R "Ray" Wang on May 4, 2016

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Research Summary: SAP User Experience-as-a-Service

BUILD and SAP Splash Improve Usability of Enterprise Software  This report focuses on SAP UXaaS, a new category of cloud-based software designed to improve the usability of enterprise software, aiding not only professional user interface (UI) designers but also technically inclined business users. As such, SAP UXaaS moves the process of UI creation from trained […]

Posted by R "Ray" Wang on April 27, 2016

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Monday’s Musings: Why Digital Transformation Must Move Beyond The Hiring Of A Chief Digital Officer

Digital Transformation Kicks Into High Gear As A Boardroom Priority Yet Most Leaders Unprepared Whether it’s the fact that 52% of the Fortune 500 have been merged, acquired, gone bankrupt, or just fell of the list, or maybe it’s the paranoia that a small startup anywhere in the world can disrupt the established business models […]

Posted by R "Ray" Wang on April 25, 2016

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Research Summary: How Shaw Used NetSuite To Create Two-Tier ERP

The Cloud and Two-Tier ERP Drove International Expansion by a Leading Manufacturer  Shaw Industries Group, Inc. is the world’s largest carpet manufacturer. In 2011 Shaw decided to prioritize international expansion and build a factory in Nantong, China. However, Shaw’s pre-2011 ERP system was heavily customized for North American Operations. Shaw selected NetSuite Cloud ERP system to support two-tier ERP […]

Posted by R "Ray" Wang on March 21, 2016

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Research Summary: FinancialForce Spring Release Shows Innovation In Personalization And Collaboration

Innovation Arrives To Cloud-Based Financial Management Applications Constellation’s series on innovation in financial management applications in the cloud identifies finance leaders and technology providers seeking to transform the current legacy on-premises market. As finance leaders venture into the cloud for innovation and renewal of mission-critical financial management applications, they must shatter myths about security, customization, […]

Posted by R "Ray" Wang on March 1, 2016

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Event Report: A New Platform For The Digital Economy #Davos16 #WEF

The Future of Digital Platforms Drive New Economies Digital platforms have democratized the content creation as well as access to a range of new business models.  In fact, these platforms have enabled decentralized nodes to reflect market dynamics in the establishment of services, experiences, and delivery standards.   How will new economies arise from these emerging […]

Posted by R "Ray" Wang on January 28, 2016

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Event Report: The Transformation of Finance #Davos16 #WEF

The Shift From Apologetic Regulatory To A FinTech Transformation While the regulatory pressures have not subsided for the financial sector, concerns mount legacy financial and insurance providers as fin tech startups disrupt the existing landscape.   The transformation of finance panel included insights from one mature disruptor among the panelists of traditional financial services providers […]

Posted by R "Ray" Wang on January 28, 2016

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Event Report: The Future Of Jobs From #Davos16 #WEF

Will We Move Beyond Man Vs Machine In The Fourth Industrial Revolution? The World Economic Forum released it’s Future of Jobs report.  As expected, the business model disruption across technology, societal, and economic forces have created urgency to understand the jobs and skills required for the next decade.   The survey and research design relied on […]

Posted by R "Ray" Wang on January 20, 2016

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Event Report: The @Wipro @FT Dinner, Man vs Machine, Does It Have To Be Either/Or? #Davos2016 #WEF #WEFTalks

Do Androids Dream of Electric Sheep? One of the big topics at Davos has been the role of artificial intelligence, machine learning, and robots. Discussions focus less on the technological advancements but more on the role humans and robots will play. At the Financial Times – Wipro Dinner, that topic was put to debate with […]

Posted by R "Ray" Wang on January 19, 2016

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Event Report: The Weekend Before Davos And The Dawn Of The Fourth Industrial Revolution

It’s time to pack your bags ( at least virtually). The weather outside is 20F/ -7C and folks are starting roll into Zurich and the train ride into Davos. For those lucky ones, the private jets are starting to pile up as guests come in to mingle. It’s the weekend before Davos. Everyone’s starting to […]

Posted by R "Ray" Wang on January 16, 2016

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Tuesday’s Tip: Apply For A SuperNova Award – Recognize Leaders In Digital Business

Nominate A Pioneer Or Leader Driving Business Change Every year the Constellation SuperNova Awards recognize eight individuals for their leadership in digital business. Nominate yourself or someone you know by August 7, 2015. The SuperNova Awards honor leaders that demonstrate excellence in the application and adoption of new and emerging technologies. In its fifth year, […]

Posted by R "Ray" Wang on July 21, 2015

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Event Report: Zuora’s #Subscribed15 Shows How Organizations Can Power Their Digital Transformation Initiatives

Subscribed15 Brings Together The Market Leaders and Fast Followers Of Digital Transformation Over 2,000 attendees convened May 20th – 21st, 2015 at the Hilton Union Square in San Francisco for the 5th annual Subscribed Conference.   The early adopters in the subscription economy and those seeking to build for a post-sale, on-demand, attention economy were treated […]

Posted by R "Ray" Wang on May 31, 2015

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Event Report: Insights Into The New NetSuite At SuiteWorld 2015

SuiteWorld Comes Of Disruptive Age Over 7,500 attendees convened at the San Jose McEnery Convention center for the 5th annual NetSuite SuiteWorld.   The four day event brought together customers, partners, and influencers among the ecosystem.  As one of the original cloud pioneers, the appropriate event theme focused on the impact of disruption.   Taking its own […]

Posted by R "Ray" Wang on May 9, 2015

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Research Report: Enterprise Healthcare Management (EHM) – Healthcare Meets Analytics

The Healthcare Affordability Crisis Can Be Addressed With EHM Solutions An affordability crisis has created chaos in the employer-provided healthcare market. With $620 billion in employer-paid costs to U.S. healthcare in 2014 and an annual increase that ranges from 4.7 percent to 10.3 percent a year, employers seek both improved utilization of programs and cost […]

Posted by R "Ray" Wang on March 1, 2015

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Research Preview: Enterprise Healthcare Management (EHM) Market Overview

Enterprise Healthcare Management Comes Of Age Enterprise healthcare management (EHM) technology is a category of software that incorporates analytics into the typical employer-provided healthcare solution. EHM enables employers to maximize their healthcare investments by improving the delivery of healthcare for employees, and identifying previously unknown opportunities uncovered by data. Enterprise healthcare management will help enterprises […]

Posted by R "Ray" Wang on February 20, 2015

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