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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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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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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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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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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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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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News Analysis: Oracle’s $9.3B Acquisition Of Netsuite Is About Cloud Consolidation

Oracle Brings Netsuite Back Into The Fold Oracle’s 9.3B acquisition of Netsuite came as no surprise to valley insiders.  The rumors have surfaced for weeks.  The surprise came as how badly Oracle sought cloud revenue and wanted to bring a friendly partner back into the family.  Constellation sees the following for the buy side: Battle […]

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

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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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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

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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

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Event Report: Sage Summit 2015 Shows A Refocus On The Future Of The SMB Customer

A New CEO Brings A New Outlook To Sage Over 7000 people waded through the humidity of New Orleans in July to hear what the new CEO Stephen Kelly had in mind for Sage.  Over the past three years, Sage has faced changes in product road maps, leadership changes, and partner programs.  As the company […]

Posted by R "Ray" Wang on July 29, 2015

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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: Inside The Apple #SpringForward Event

Apple Event Announcements Shows Continued Progression In The Digital Lifestyle The Spring Forward Apple event at Yuerba Buena gardens brought forth a slew of major announcements that pointed to the continued build out of the Steve Jobs “Star Trek” road map. Figure 1. Tim Cook welcomes the crowd at the #SpringForward event The analysis of […]

Posted by R "Ray" Wang on March 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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News Analysis: Rumors On Apple’s Foray Into Cars “Project Titan”

Project Titan May Put Apple Into The Auto Business The February 13th, 2015 Wall Street Journal story spotlighted many of the rumors around the developments behind Apple going into the car business.   Framed around challenging Tesla Motors, the story discussed how the Cupertino juggernaut may be putting together an Apple branded electric vehicle.  Vice […]

Posted by R "Ray" Wang on February 15, 2015

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Research Preview: Digital Transformation Services Take Center Stage For 2015

Constellation State Of The State Report: Digital Transformation Services Take Center Stage For 2015 The latest Constellation Research state of the state report explores the impact of digital transformation on the services front. As so many different pieces of the digital transformation space come together, Constellation believes that the Digital Transformation Services category is set […]

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

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Trends: 9 Actions to Consider Before 2015 For Digital Transformation

Digital Strategy From The Analysts At Constellation Research Constellation’s year end checklist offers suggestions designed to enable you to take control of your digital strategy in 2015. Consider these actions to ensure you dominate digital disruption in the new year. 1. Matrix Commerce: Scrub your data By Guy Courtin When it comes to Matrix Commerce, […]

Posted by R "Ray" Wang on December 18, 2014

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Research Report: Inside The 2015 Boardroom Priorities (Parts 1 & 2)

Boardrooms In Market Leader And Fast Follower Organizations Rapidly Take Action To Address the Digital Chasm Ahead Constellation Research surveyed over 200 CXO’s and identified 10 board room priorities for 2015. As anticipated, digital transformation has emerged as a significant board room topic and market leaders and fast followers seek guidance on what elements are […]

Posted by R "Ray" Wang on December 16, 2014

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News Analysis: Inside the First Industry-Specific Mobile Apps by the IBM MobileFirst for Apple iOS Partnership

The IBM-Apple Partnership Achieves First Milestones On December 10th, IBM and Apple announced the first wave of industry-specific enterprise solutions as part of the IBM MobileFirst for iOS applications.   In a meeting with Fred Balboni, IBM’s general manager of the Apple partnership; and Jeremy Butcher, Apple Marketing and Strategy, Constellation received an update on the […]

Posted by R "Ray" Wang on December 10, 2014

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Monday’s Musings: Why The Third Generation Of Enterprise Mobile Is Designed For Digital Transformation

Mobile Is The Main Entry Point For Digital Transformation Mobile initiatives provide an entry point into digital.  Mobile first is more than a mantra.  Why?  By applying design thinking to solving specific and purposeful tasks and processes, organizations can rethink the digital journey with mobile projects.  More importantly, mobile enables organizations to break the silos […]

Posted by R "Ray" Wang on December 8, 2014

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Event Report: The Storify #CCE2014 TweetStream On #DigitalTransformation #DigitalBiz

Constellation’s Connected Enterprise Brings The World Of Digital Transformation To Life At the 4th annual executive innovation summit, Constellation hosted over 200 early adopters, pioneers, and innovators in digital transformation at the Ritz Carlton Half Moon Bay.  Digital transformation and business topics include: Consumerizaiton of IT Data to Decisions Digital Marketing Transformation Future of Work […]

Posted by R "Ray" Wang on November 1, 2014

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Quips: Oracle Open World 2014 – Day 1 The Larry Keynote #OOW14

Oracle Intends To Dominate Cloud From Silicon To Software Amidst a packed standing room only crowd at Moscone North, Founder, Executive Chairman, and CTO, Larry Ellison took to the stage to clarify Oracle’s company and cloud strategy.  Key points from his keynote include how Oracle is: Committing to full upward compatibility of all its database, […]

Posted by R "Ray" Wang on September 29, 2014

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Event Report: Oracle Open World 2014 – Day 1 #OOW14

Oracle Doubles Down On Cloud Messaging Amidst A World Shifting To Digital Transformation Over 60,000 physical attendees from 145 countries gather in San Francisco for the 2014 Oracle Open World.  In addition, Oracle expects 7.1 million online attendees to join the live stream of one of the largest events in enterprise software.  Amidst the usual […]

Posted by R "Ray" Wang on September 28, 2014

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News Analysis: Adobe EchoSign’s Electronic Signatures Goes 100% Mobile

Frictionless Signatures Key To Matrix Commerce Success On September 16th, 2014, Adobe EchoSign announced native mobile e-signature capability for Android devices.  While EchoSign has been in the cloud for some time, and the iOS app has been out since December 2011,  the native capability in mobile allows over 37 million users to send documents for […]

Posted by R "Ray" Wang on September 28, 2014

1 Comment

News Analysis: IBM Watson Announces Data Driven Discovery Solution

New Discovery Advisor Solution To Help Researchers Answer The Tough Problems Never Answered Before On August 28th, 2014 at the Museum of Art and Design in New York City, The IBM Watson group launched Discovery Advisor.  Mike Rhodin, SVP of IBM’s Watson Group, welcomed the audience to the Age of Discovery (see Figure 1).  In […]

Posted by R "Ray" Wang on August 28, 2014

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Monday’s Musings: Insights From GE’s Global Innovation Barometer Show Executives Need To Be Disruption Ready

Disruption, Collaboration, and The Future Of Work Highlighted In Latest Edition Last week, June 16, 2014, GE unveiled the 2014 results for its “Global Innovation Barometer“. In the 4th annual survey, the GE team commissioned Edelman Berland to phone interview 3209 senior business executives between April 2, 2014 and May 30, 2014.  Interviewees represented VP […]

Posted by R "Ray" Wang on June 22, 2014

2 Comments

Event Report: Answers To The Top 12 Questions About SAP Ahead of #SapphireNow #ASUG2014

In The Era Of Simplification, The Complex Still Remains Complex More than 20,000 customers, partners, and prospects are expected to convene in Orlando, Florida for America’s SAP User Group (ASUG) and SAP’s annual conference known as Sapphire. Co-CEO Bill McDermott hopes to close a chapter in SAP’s history and open a new chapter as the […]

Posted by R "Ray" Wang on May 30, 2014

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Tuesday’s Tip: Five Steps To Starting Your Digital Transformation Initiative

Cut Through The Hype and Get Started Over the past 12 months, Constellation has interviewed, researched, or assisted more than 50 market leaders and fast followers crafting a digital transformation strategy.  Regardless of industry, size of company, or geography, these early adopters share five common steps to success.  In each case, these steps provide the […]

Posted by R "Ray" Wang on May 26, 2014

6 Comments

Event Report: Epicor Recaptures Mojo With Insights 14

Management Team Changes Provide A Breath Of Fresh Air To Culture, Customer, and Products Over 4000 customers, prospects, and partners gathered April 27th to 30th for the flagship Epicor customer conference, Insights 14, at the Mandalay Bay Convention Center in Las Vegas, Nevada.  The event provided the $968M revenue, 20,000 customer, Austin based software company […]

Posted by R "Ray" Wang on May 3, 2014

5 Comments