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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: 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: #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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Monday’s Musings: Designing Five Pillars For Level 1 Artificial Intelligence Ethics

Focus On Humanizing AI As organizations begin their journey into artificial intelligence (AI), ethics often enter the design process.  While achieving a uniform set of ethics may seem insurmountable, some design points will help facilitate the humanization of artificial intelligence and provide appropriate checks and balances.  Constellation has identified design pillars for Level 1 AI.  […]

Posted by R "Ray" Wang on March 26, 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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Monday’s Musings: Want AI Ethics? Learn From These Four Movies/TV Shows!

The Convergence of Technology, Society, And AI Ethics Is Already Among Us Over the past year, almost every conversation on artificial intelligence involved a discussion on ethics, humanity, and policy.  Sometimes a picture is worth a thousand words.  In this case, one can look to Hollywood for a few good suggestions to ponder.  Four AI […]

Posted by R "Ray" Wang on December 3, 2017

2 Comments

Research Report: Demystifying Artificial Intelligence

Everything You Wanted To Know About AI But Were Afraid To Ask Executive Summary The rush to exponential technologies in new business models has placed artificial intelligence (AI) in the forefront of boardroom priorities for 2018. As leaders move beyond the AI hype, the journey toward AI requires both a business mindset and the institutional […]

Posted by R "Ray" Wang on November 16, 2017

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Monday’s Musing: Infinite Ambient Orchestration

Inside the Design Point For All Future AI Driven Apps The quest for mass personalization at scale in an era of artificial intelligence (AI) has led to new models of design for the future of applications.  One design point for these new AI driven smart apps is a concept called Infinite Ambient Orchestration.  The three […]

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

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Tuesday’s Tip: Know When To Automate With Artificial Intelligence

Six Factors For Powering AI Driven Smart Services Recent client conversations indicate a desire for designing new AI Driven Smart Services.   The rush to incorporate artificial intelligence into processes often requires a deeper examination of which services should be AI enabled.  Constellation’s latest framework for augmenting humanity encompasses six factors (see Figure 1): Repetitiveness.  The […]

Posted by R "Ray" Wang on September 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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Monday’s Musings: Part 1 of 4 – What Top CMO’s Care About (Demand Gen Persona)

Top Trends for 2018 Highlight Greater Orchestration In March 2016, Constellation introduced four personas of the modern CMO (see Figure 1).  This framework provided CMO’s with a model to think about the role of strategy versus execution and audience development versus audience acquisition.   Over the past eight weeks, conversations with demand generation focused CMO’s […]

Posted by R "Ray" Wang on August 28, 2017

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Research Summary: The Future of Customer Experience (CX) is Orchestrated Engagement

Learn How To Overcome Functional Fiefdoms and Legacy Technologies In One Full Swoop Customer Experience (CX) software suites from technology providers aim to provide businesses with a seamless experience across marketing, sales and service, offering a single view of the customer. On the other hand, customers must deal with a fragmented CX technology stack that […]

Posted by R "Ray" Wang on June 15, 2017

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Research Summary: Nine Starting Points For Digital Transformation In Manufacturing

Digital Trends Signal Manufacturing Renaissance Ahead Western economies have faced an onslaught of negative developments in their domestic manufacturing bases over the past 40 years. With the rise of Industry 4.0, the current trend of automation and data exchange in manufacturing technologies, manufacturers now have new opportunities to undergo digital transformation. Constellation finds that digital […]

Posted by R "Ray" Wang on May 10, 2017

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Research Summary: Artificial Intelligence Delivers Mass Personalization In Commerce

Why Mass Personalization Efforts Fail and Ten Simple Steps to Fix Them Over the past four decades, valiant attempts at personalization have failed due to the lack of relevant and intelligent automation.  Moreover, expectations of consumers and prospects have only grown.  The result – an expectations gap in personalization that manifests itself in fickler consumers […]

Posted by R "Ray" Wang on April 17, 2017

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Personal Log: Leading CXO Influencer, Dion Hinchcliffe (@dhinchcliffe) Joins Constellation Research

Constellation Research Beefs Up CXO Research Focused On Executive Buy-Side Clients I’m personally excited to announce the arrival of Dion Hinchcliffe to our team.  I’ve been a big fan and admirer of him for the past decade.  As many of you know, he’s been a key influencer of tech executives for some time on topics […]

Posted by R "Ray" Wang on April 3, 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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Tuesday’s Tip: Seven Universal Factors Why Technology Firms Fail

Hubris Drives Most Tech Firm Failures After observing the technology industry for two decades, one can’t help but identify a recurring theme – the beginning of the end of a technology vendor.   While most firms do not endure a mass failure and come back to life like Apple did with Steve Jobs or transform business […]

Posted by R "Ray" Wang on January 10, 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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News Analysis: @Adobe @Microsoft Partner Up For Marketing Cloud, Azure and #AI #MSIgnite

Adobe Move To Microsoft Azure Signals Closer Partnerships Ahead On September 26th, 2016 at the Microsoft Ignite conference in Atlanta, Adobe CEO Shantanu Narayen, and Microsoft CEO, Satya Nadella, announced a strategic partnership between the two companies.  Constellation sees the announcement from three points of view: Adobe makes Microsoft Azure the preferred cloud platform.  Adobe […]

Posted by R "Ray" Wang on September 26, 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

1 Comment

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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Research Summary: Infor Partners with Clients to Deliver on Digital Transformation

Software Vendors and Services Providers Shift Value from Products and Services to Outcomes The convergence of software vendors and services providers foreshadows the challenges organizations face in the selection of digital transformation solutions.  The lack of pre-packaged, out-of-the-box solutions forces executives to focus not only on how the solutions are  designed but also on the […]

Posted by R "Ray" Wang on August 4, 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

1 Comment

News Analysis: Acquisition Brings Salesforce Customers To The Commerce Party

Salesforce Announces Intent To Acquire Demandware For $2.8B On June 1st, 2016, Salesforce signed a definitive agreement to acquire Burlington, Massachusetts based Demandware for $75.00 per share or around $2.8 billion in cash.  Constellation predicts a $10.01B market for matrix commerce solutions by 2020 as new digital platforms and network economies emerge.  Constellation’s  merger analysis […]

Posted by R "Ray" Wang on June 3, 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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