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Event Report: #InforSummit Reveals More Than A Redesigned Infor

Changes at Infor More Than Cosmetic Analysts and tech watchers gathered on Valentine’s Day, February 14th, 2013, for Infor Summit, a progress check on Infor, the third largest independent applications vendor in the market.  While many customers may not have heard of Infor, most have heard of the brands it has acquired over the last […]

Posted by R "Ray" Wang on February 17, 2013

1 Comment

News Analysis: Infor Launches New Era With Infor 10

After 11 months of behind the scenes work, CEO Charles Phillips and the Infor management team unveiled the launch of Infor 10 in New York City on September 13, 2011, to customers, industry analysts, media, and investment analysts.  The new Infor has kept busy with key management team hires, the $1.84 B acquisition of Lawson, […]

Posted by R "Ray" Wang on September 26, 2011

4 Comments

Quick Take: Infor and Golden Gate Gain Definitive Agreement To Acquire Lawson For $2B

New Firm To Focus On Verticals And Growth Markets Golden Gate Capital and Infor entered an agreement to acquire Lawson at $11.25 per share.  The transaction is valued at $2B. Following the 7am ET press release,  a conversation with Charles Phillips and Duncan Angove highlighted key elements of the deal: Focus on growth. Infor sees […]

Posted by R "Ray" Wang on April 26, 2011

10 Comments

Tuesday’s Tip: Dealing With Pesky Software Licensing Audits

Organizations Report Increase In Software Licensing Audits Across the board, the largest complaints about software vendors and their business practices have come from increasingly aggressive software auditing practices.  Once thought to be a small possibility, the software vendors now wield this big stick to drive up sales and of course ensure compliance.  Given the 32 […]

Posted by R "Ray" Wang on April 19, 2011

13 Comments

News Analysis: Infor Extends $1.84B Unsolicited Offer For Lawson

Unsolicited Offer Marks Chuck Phillips’ First Acquisition Attempt At Infor On March 11th, St.Paul, MN, based Lawson announced that Infor and Golden Gate Capital made a $1.84B unsolicited offer.   This comes after the March 8th news that Lawson retained Barclays Bank to evaluate options.  An acquisition by Infor (the 3rd largest ERP vendor) and Lawson […]

Posted by R "Ray" Wang on March 14, 2011

12 Comments

Research Summary: Best Practices – The Case For Two-Tier ERP

Forward And Commentary Legacy optimization remains a key component for funding future innovation.  Two-tier ERP emerges as one strategy to optimize existing systems while adding innovation.  The report capitalizes on the recent Software Insider survey of 235 companies looking at future strategies. A. Introduction Organizations continue to face an onslaught of business requirements that their […]

Posted by R "Ray" Wang on March 1, 2011

23 Comments

Quarterly Financial Tracker: Q3 CY 2010 Enterprise Software Vendors Solidify Performance Turnaround

The super majority (26 of 27) of publicly traded software vendors in the Software Insider Index® delivered turnaround stories for Q3 Cy 2010 year-over-year (YoY) performance.  SaaS vendors and middleware vendors led the charge with solid double digit gains against tough comps.  Performance of on-premises apps vendors reflected the easy comps from a dismal 2009 […]

Posted by R "Ray" Wang on November 19, 2010

8 Comments

Quarterly Financial Tracker: Q2 CY 2010 – SaaS Vendors Still Show Massive YoY Growth

The majority of 22 publicly traded software vendors demonstrated solid year-over-year (YoY) quarterly growth from Q2 2009 (see Figure 1).   Every SaaS vendor in the Software Insider Index® drove 14% to 26% growth (see Figure 2) despite the pick up in on-premises license sales.  Highlights for the 2010 CY Q2 2010 results: On-Premises Trends JDA […]

Posted by R "Ray" Wang on August 20, 2010

14 Comments

Research Report: Microsoft Partners – Before Adopting Azure, Understand the 12 Benefits And Risks

It’s All About The Cloud At WPC10 Attendees at this year’s Microsoft Worldwide Partner Conference 2010 in Washington, D.C. already expect Windows Azure development to be a key theme throughout this annual pilgrimage.  Microsoft has made significant investments into the cloud.   Many executives from the Redmond, WA, software giant have publicly stated that 90% […]

Posted by R "Ray" Wang on July 11, 2010

25 Comments

Research Report: Rethink Your Next Generation Business Intelligence Strategy

BI Solutions Must Address The Information Management Matrix A confluence of changing business requirements and on-going vendor consolidation leads many organizations to rethink their business intelligence (BI) strategies.  Many buyers face decisions to move beyond departmental solutions or to stay with an integrated apps based BI solution.  Meanwhile, some buyers must decide whether or not […]

Posted by R "Ray" Wang on June 28, 2010

14 Comments

News Analysis: Infor Bets On Microsoft

Infor Takes A Bold Stance By Standardizing Their Technology Stack On June 23rd, 2010,  Infor announced that the Alpharetta, GA, based software solutions provider would align its future tools and technology platform with Microsoft.  Infor intends to use and integrate Microsoft server-based products to improve time to market for future product development.  In addition, Infor […]

Posted by R "Ray" Wang on June 25, 2010

7 Comments

Quarterly Financial Tracker: Q1 CY 2010 – Software’s Back With Double Digit Gains In License Growth

The majority of 21 publicly traded software vendors managed to show year-over-year (YoY) gains over the dismal beating from calendar year (CY) Q1 2009.  SaaS vendor maintained their double digit gains while on-premise vendors mostly showed positive traction (see Figure 1) and (see Figure 2).  Highlights for the 2010 CY Q1 2010 results: Big gains […]

Posted by R "Ray" Wang on May 27, 2010

5 Comments

News Analysis: Lawson Puts Its Full ERP Suite In The Cloud

Lawson External Cloud Services Represents A Big Step In On Demand ERP Options On March 31, 2010, Lawson Software (Nasdaq: LWSN) announced the Lawson External Cloud Services offering.  The venerable St. Paul, Minnesota vendor plans to deliver the full ERP Suite including Lawson S3, Lawson M3, and Lawson Talent Management via Amazon’s Elastic Compute Cloud […]

Posted by R "Ray" Wang on April 22, 2010

4 Comments

Software Insider Index™ (SII): 2009 SII Top 35 Enterprise Business Apps Vendors™

2009 Results In Major Revenue Declines For On Premise And Officially The Year Of SaaS A review of last year’s financial performance should erase any doubts about the viability of SaaS as a deployment option and a business model.   Traditional on-premise business apps vendors took the brunt of the beating earlier in the year […]

Posted by R "Ray" Wang on March 18, 2010

13 Comments

Tuesday’s Tip: When To Go With A Two-Tier ERP Strategy

Single Instance ERP Harder And Harder To Justify The holy grail of an ERP implementation used to be the single instance deployment.  However, market forces, a move to adopt new disruptive technologies, slow pace of innovation from incumbent vendors, and high maintenance fees have changed many organization’s perspectives.  Add a slew of rapidly changing business […]

Posted by R "Ray" Wang on March 2, 2010

19 Comments

Quarterly Financial Tracker: Q4 CY 2009 SaaS Vendors Continue To Trump On Premises Vendors In YoY Growth

The Year Of SaaS Shows… And Yes, In This Economy. The recession continued to take its toll on software sales with a slight impact to the SaaS vendors.  Growth rates have come down from the high 30’s to the low 20’s.  But with “flat” the new growth metric in this down economy, SaaS vendor results […]

Posted by R "Ray" Wang on February 24, 2010

8 Comments

Monday’s Musings: Why Users Must Preserve Their Third Party Maintenance Rights

Apps Users Seek Third Party Maintenance For Cost, Value, and Service Updated surveys from inquiries, client conversations, and user group meetings show a 113.8% increase in interest in third party maintenance (3PM) services from Q3 2009 to Q1 2010 (see Figure 1).  Key factors stem from (see Figure 2.): Continuing cost pressures. Budgets continue to […]

Posted by R "Ray" Wang on February 22, 2010

7 Comments

News Analysis: Lawson Software Closes Healthvision Acquisition for $160M, Deepens Healthcare Specialization

Lawson Acquisition Brings Healthcare Focused ERP To Last-Mile Patient Management Solutions On January 11th, 2010, Lawson Software announced it had closed a $160M all cash offer for Healthvision, a healthcare software solution headquartered in Dallas, TX.  The deal continues Lawson’s deep commitment to industry verticalization and is notable because the deal: Expands Lawson’s vertical footprint […]

Posted by R "Ray" Wang on January 12, 2010

0 Comments

Tuesday’s Tip: 10 Cloud and SaaS Apps Strategies For 2010

Keep In Mind Basic Rules Still Apply Regardless Of Deployment Option The proliferation of SaaS solutions provides organizations with a myriad of sorely needed point and disruptive solutions.  Good news – business users can rapidly procure and deploy, while innovating with minimal budget and IT team constraints.  Bad news – users must depend more on […]

Posted by R "Ray" Wang on December 22, 2009

18 Comments

Quarterly Financial Tracker: Q3 CY 2009 SaaS Vendors Face Some Headwinds, On-Premise Still In The Tank

Purchasing in Q3 reflected both economic downturn and summer doldrums.  While on-premise vendors continued massive double digit declines in year-over-year new license revenue, SaaS vendors faced some pressures in keeping up with tremendous growth.  However, long term economic outlook still favor SaaS players and early indications on Q4 budget flush indicate that SaaS and Cloud […]

Posted by R "Ray" Wang on November 18, 2009

8 Comments

Best Practices: Lessons Learned In What SMB’s Want From Their ERP Provider

Competition Intensifies For The Small And Medium Organization’s Software Budget Software vendors such as Oracle and SAP can no longer rely on their large enterprise customers for double digit year-over-year growth.  In fact, their customers have not only reached a saturation point in being able to consume new solutions, but have also faced demands to […]

Posted by R "Ray" Wang on November 2, 2009

12 Comments

Vendor Event: Lawson CUE 2010

Title: Vendor Event: Lawson CUE 2010 Location: Henry B. Gonzalez Convention Center, San Antonio, TX Link out: Click here Start Date: 2010-04-25 End Date: 2010-04-28 Description: The key to organizational and personal success is information that helps you solve problems and continually improve…ideas…sparks of inspiration…innovative approaches to challenges can all lead to powerful results. inspire. […]

Posted by R "Ray" Wang on October 8, 2009

0 Comments

Quarterly Financial Tracker: Q2 CY 2009 SaaS Vendors and Purpose Built Solutions Rack Up Big Wins

Most on-premise vendor continue to slip into significant YoY losses in license revenue and overall revenues.  Meanwhile, economic conditions continue to favor SaaS, best-of-breeds, and purpose built solutions. Major themes in the 2009 Calendar Year Q2 include: Economic conditions drive demand for best of breed and point solutions delivered by SaaS deployment.  Consequently, SaaS vendors […]

Posted by R "Ray" Wang on September 28, 2009

5 Comments

Wednesday’s Whispers: People Whispers – August/September 2009

PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES* Congratulations to all!  Good to see that the job scenarios have improved as a number of individuals made organizational changes and promotions.  As always, thanks for your emails and alerts. If you’ve got a change or know of a promotion, keep dropping me a line! If you need a […]

Posted by R "Ray" Wang on September 16, 2009

2 Comments

Monday’s Musings: Why On-Premise Vendors and SI’s Should Go on the Offense with SaaS

On-premise vendors still see SaaS as a loss leader due to huge ramp up and punishing revenue recognition rules When it comes to the topic of SaaS, many on-premise vendors appear to be living in denial, hoping that SaaS fails, and/or creating confusion in the market place.  These tactics have merit as a shift to […]

Posted by R "Ray" Wang on July 13, 2009

9 Comments

Event Report: Lawson CUE 2009

Keynote highlights include themed presentations around value Customers, partners, and prospects gathered together in the always spectacular San Diego Convention Center for Lawson CUE 2009.  Moments before the keynote, the team unveiled the latest Lars Larson video, “Lost and Found”!  In true Lars Lawson fashion, the final solution reflected simplicity.  The keynote then kicked off […]

Posted by R "Ray" Wang on April 25, 2009

2 Comments

Friday’s Feature: Snapshots In Enterprise 2.0 UX/UI – Lawson Smart Office

Usability and User Experience Matter in Enterprise 2.0 Apps Welcome to the fourth in a series of Friday’s Features showcasing the latest and greatest in enterprise apps usability. Many ERP software vendors including Epicor, IFS, Infor, Lawson, Microsoft Dynamics, and Syspro have made significant progress in improving usability as they progress to Enterprise 2.0 apps. […]

Posted by R "Ray" Wang on March 13, 2009

0 Comments

Wednesday’s Whispers: The Word On The Street – March 2009

PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES* Congratulations to all!  Thanks for your emails and alerts.  If you’ve got a change or know of a promotion, keep dropping me a line!  If you need a referral, don’t hesitate to reach out to me via Linked In. Nigel Alcock is now the new Sales Director for the […]

Posted by R "Ray" Wang on March 4, 2009

0 Comments

Software Insider Index™ (SII): SII Top 30 Enterprise Business Apps Vendors™ & SII Top SaaS Business Apps Vendors™

Now with most of the craziness of Q4 behind us, its time to unveil the Software Insider Indices: SII Top 30 Enterprise Business Apps Vendors provides a snapshot of an ongoing vendor ranking by revenue.  Some vendors are private and of course not on this list, unless there’s a reasonable estimate. SII Top 5 SaaS […]

Posted by R "Ray" Wang on February 26, 2009

14 Comments

Wednesday’s Whispers: The Word On The Street – February 2009

PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES* Congratulations to all!  Thanks for your emails and alerts.  If you’ve got a change or know of a promotion, keep dropping me a line!  If you need a referral, don’t hesitate to reach out to me via Linked In. Fayyaz Alam was promoted to Vice President IT Production Services […]

Posted by R "Ray" Wang on February 11, 2009

0 Comments

Vendor Event: The Lawson Conference and User Exchange (CUE) 2009

Title: The Lawson Conference and User Exchange (CUE) 2009 Location: San Diego Convention Center, San Diego, CA Link out: Click here Description: Connections are formed when two or more groups are brought together. And even though you may be separated by geography, industry, and job function, you are connected to each other by a common […]

Posted by R "Ray" Wang on January 19, 2009

0 Comments

Monday’s Musings: Consider Consortium Buying as a Win-Win Strategy

Falling revenues, crumbling custom systems, and declining budgets often bring municipalities, state authorities, and related agencies together to gain efficiencies in vendor selection, purchasing power, implementation, maintenance, and support costs.  End users in the private sector seeking long term efficiencies may want to take a page from the public sector and consider shared services consortium […]

Posted by R "Ray" Wang on October 27, 2008

1 Comment

Quarterly Financial Tracker: Dichotomy In Revenue Growth for 2008 Q2 CY Quarterly Revenues

As many main app vendors continue to lower guidance on earnings, this calendar year Q2 public company quarterly earnings analysis shows that larger vendors and specialty vendors such as SAP, Oracle, Lawson, and Deltek gain ground in license revenue growth while growth for the mid-market players now comes from maintenance and services. SaaS vendors all […]

Posted by R "Ray" Wang on August 31, 2008

1 Comment

Quarterly Financial Tracker: 2008 CY Q1 Recent New License Sales Remain Healthy

Calendar Year 2008 Q1 numbers still show profitability for most vendors Recession concerns for the enterprise software industry may prove to be a bit pre-mature. Recent earnings report over the past 2 months lean towards mild caution. While most vendors showed profitability, guidance numbers were down. The leading indicator is new software license sales for […]

Posted by R "Ray" Wang on April 30, 2008

2 Comments

Best Practices: A Work Plan To Successfully Negotiating Software Contracts (Part 2 of 2)

You are reading a post originally published on March 1, 2004 from an older blog on the old www.raywang.org site.

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

0 Comments