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Big Idea: Extreme Capitalism And The Dawn Of Digital Duopolies

Organizations Move Beyond The Post-Digital Era I am consciously scaring you into existence.  The disruption ahead is not a fantasy.  When I founded Constellation Research and then wrote the best-selling book, Disrupting Digital Business, we stood at the dawn of a major shift in business models and disruptive technologies that powered what we coined digital transformation in 2008.  This powerful business force not […]

Posted by R "Ray" Wang on May 4, 2019

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Event Report: Epicor Demonstrates New Chapter For Cloud ERP And Mid-Market Solutions at #EpicorInsights19

Growth Story On #CloudERP, Retail, And AI Shows PromiseAnd Key Milestones Photo: @rwang0 Epicor convened it’s annual user conference April 15-18 in Las Vegas.  The new management team showed a renewal in product and sales execution to over 3500 attendees.  Key announcements include: Release of EVA AI-Based virtual agent.  Powered by NLP, the new agent […]

Posted by R "Ray" Wang on April 21, 2019

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Event Report: Apple Formally Launches Services Strategy #AppleEvent

Services Revenue Mix Could Reach 20% By 2020 Photo: @rwang0 On March 25, 2019, Apple held its special event on services at the Steve Jobs Theater in Cupertino, CA to launch and/or revamp 4 key services including: Apple News+. New service adds 300 magazines, the Wall Street Journal and more publications to 875 million iPhone […]

Posted by R "Ray" Wang on March 25, 2019

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Event Report: Oracle ERP Cloud Gains Traction Among Customer Base And Net New Enterprises

Oracle Customers Move To Cloud ERP For Innovation And Industry Capabilities Photo: @rwang0 Oracle hosted its Modern Business Experience (MBX) and Modern Customer Experience (MCX) events at The Mandalay Bay Convention Center on March 19 – 21st in Las Vegas, Nevada.  Over the past two years, customers have received significant delivery of nearly 900 features […]

Posted by R "Ray" Wang on March 21, 2019

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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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Event Report: Microsoft Biz Apps Analyst Day Highlights Strategic Transformation #MSBizApps

Microsoft Dynamics 365 Seeks End To End Coverage Of Business Apps On February 10th to 12th, 2018, industry analysts converged onto Building 92 at the Microsoft Campus in Redmond, WA, for an update on the Microsoft Business Applications.  The Business Applications Analyst Forum was hosted by key executives including: Source: © 2018 R Wang and […]

Posted by R "Ray" Wang on February 14, 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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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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Research Summary: How Ensono Used Workday Finance And HR Cloud To Innovate And Save Money

One Integrated, Global System For Finance And HR Delivers Business Success This case study examines Ensono’s experience implementing Workday’s HR and Finance enterprise applications in the cloud. Ensono provides infrastructure management services for global companies. Ensono delivers next-generation IT solutions and helps organizations plan for optimized, future infrastructures. By implementing Workday, Ensono was able to […]

Posted by R "Ray" Wang on April 12, 2017

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Event Report: #GoogleNext17 On Path To Enterprise Ready

Google Cloud Takes Key Steps To Enterprise Class Over 10,000 customers, prospects, partners, Google developers, and employees gathered in San Francisco’s Moscone West Conference Center for Google’s flagship enterprise event. Of note, Alphabet CEO, Eric Schmidt, book ended the event by highlighting the $30 billion capital infrastructure investment into the overall Google Cloud Platform.   The […]

Posted by R "Ray" Wang on March 9, 2017

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Event Report: NASSCOM #NILF17 Highlights Need For Re-Skilling And Move Beyond Trump

Services Vendors Need To Move Beyond Trump, H1B, and Re-skilling Concerns Source: Nasscom NILf 17 Keynote On Dynamic Leadership For Digital Transformation Constellation participated in the 25th edition of Nasscom’s India Leadership Forum 2017 (NILF17) in Mumbai at the Grand Hyatt.   Though everyone was here to Reimagine, not Re-engineer , during the off-stage conversations with […]

Posted by R "Ray" Wang on February 18, 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

38 Comments

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: Samsung Galaxy Note7 More Enterprise-Ready Than Ever

Why Customers Will Benefit From Samsung’s Investment in Enterprise-Grade Mobile Solutions In Constellation’s surveys, mobile enablement continues to be the top priority for CXOs.  Unfortunately, concerns about enterprise-grade capabilities continue to hamper mobile adoption. Enterprise-class security, field-ready ruggedness, battery life, alternative user interfaces, payments and mobile wallets, dedicated enterprise sales and support, and industry-vertical focus […]

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

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Monday’s Musings: CXOs Seek Enterprise-Grade Mobile Solutions Despite Seven Barriers

Understand The Seven Barriers To Successful Enterprise Mobility Constellation’s annual survey of disruptive technologies among leading CXOs consistently places mobile enablement as a top three priority. In the 2016 survey, more than 58 percent of respondents revalidated that mobile enablement was their number one priority. Unfortunately, most CXOs and their organizations often find mobile solutions […]

Posted by R "Ray" Wang on August 16, 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

1 Comment

Monday’s Musings: The Post #BREXIT Analysis, What’s Next?

UK Referendum Highlights Displeasure With Political Elites With almost 52% voting to leave, the surprise results of the June 23rd, 2016 referendum highlighted the 40 year shift from euro-centric to euro-skeptic among the average UK citizen (see Figure 1).  While many will attempt to blame the outcome on an ignorant non-urban voter, the results showed […]

Posted by R "Ray" Wang on June 27, 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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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

1 Comment

Event Report: Business Transformation Top Of Mind For Microsoft Envision #ENV16 Attendees

Inaugural Microsoft Envision Event Seeks To Capture The Hearts and Minds Of Business Leaders An estimated 1800 paid attendees, 4200 partners and employees converged into New Orleans, Louisiana, for Microsoft’s inaugural business decision makers conference.  The three day event which also drew 100,000 online viewers, started April 4th, 2016 and concluded April 6th, 2016.  The […]

Posted by R "Ray" Wang on April 7, 2016

1 Comment

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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News Analysis: In Search Of Growth Amidst Digital Disruption

Organizations In Search Of Growth Must Consider Macro Forces Burgeoning money supplies in both the US and China have fueled an indefensible growth post Global Financial Crisis.   Since 2000, the money supply has tripled from $6000 USD billion to 12288.10 USD billion in November of 2015 (see Figure 1).   Since 2005, china’s money supply has […]

Posted by R "Ray" Wang on January 8, 2016

4 Comments

News Analysis: SAP User Base In The UK and Ireland Ready For Digital Transformation But Organizations Remain Cautious Of Vendor Claims To Assist

Recent UK & Ireland SAP User Group Report Shows Growing Prioritization Of Digital Transformation In The Boardroom At the 2015 UK & Ireland SAP user group meeting, over 1000 delegates attended the annual event in Birmingham, UK.  Amidst the organization’s own digital transformation, a new website and new logo were unveiled as well as a […]

Posted by R "Ray" Wang on November 24, 2015

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