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Event Report: Insights Into The New NetSuite At SuiteWorld 2015

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

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

0 Comments

News Analysis: Netsuite Acquires Venda For Digital Commerce And EMEA Expansion

Netsuite Sees Venda As Key To EMEA Expansion On July 17th, 2014, San Mateo, CA based NetSuite announced the acquisition of London based Venda for an undisclosed sum.  Since General Manager Andrew Lloyd’s arrival in January 2011, NetSuite has made several acquisitions to bolster its standing in the world of Matrix Commerce with OrderMotion in […]

Posted by R "Ray" Wang on July 21, 2014

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Monday’s Musings: Why May 12th, 2014 Is One Of The Busiest Weeks In Enterprise Software Conferences

Ten Enterprise Software Events To Check Out And Follow The Week of May 12th, 2014 The Monday after Mother’s day was traditionally the week of the America’s SAP User Group and SAP’s big show, SAPPHIRENOW.  However, this year the 20,000 plus attendee and over 250 partner sponsored show moved to June 2nd in order to […]

Posted by R "Ray" Wang on May 11, 2014

0 Comments

News Analysis: FinancialForce.com ERP Arrives To Signal The Era Of Best Of Breed Cloud Suites

FinancialForce Debuts Its Full ERP Suite On February 19th, San Francisco headquartered, FinancialForce.com announced the launch of its full suite of ERP offerings built on the Salesforce1 platform.  Backed by investments from UNIT4 and Salesforce.com, the cloud based vendor began as a single ledger financial management system built on the Salesforce.com Force.com platform.  The announcement […]

Posted by R "Ray" Wang on March 2, 2014

1 Comment

News Analysis: Oracle’s Cloud Disruption Webinar Recording

Oracle’s recent partnership announcements to supply Oracle technology to key cloud vendors such as Microsoft, NetSuite, and Salesforce.com create serious implications for the market.  On June 28, 2013, Esteban Kolsky, Holger Mueller, and R “Ray” Wang discussed the implications  of Oracle’s recent partnerships for: Salesforce customers Microsoft customers NetSuite customers Oracle customers Cloud competitors such as Amazon, […]

Posted by R "Ray" Wang on June 29, 2013

2 Comments

Research Summary: Constellation Cosmos – Cloud Bill of Rights for SaaS Apps, Actian and Netsuite Achieve Epic Status

Constellation Certifies Vendors On How Well They Perform To The Cloud Bill Of Rights The Enterprise Cloud Buyer’s Bill of Rights provides a tool for clients and vendors to change the tenor of contract negotiations from user subservience to an equal and collaborative long-term partnership.  This Constellation CosmosCertification for the Cloud Buyer’s Bill of Rights: […]

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

3 Comments

Executive Profiles: Disruptive Tech Leaders In Cloud Computing – Zach Nelson, NetSuite

Welcome to an on-going series of interviews with the people behind the technologies in Cloud Computing.  The interviews  provide insightful points of view from a customer, industry, and vendor perspective.  A full list of interviewees can be found here. Zach Nelson – President and CEO, NetSuite Biography Zach Nelson has more than 20 years of […]

Posted by R "Ray" Wang on July 22, 2011

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Executive Profiles: Disruptive Tech Leaders In Social Business And Cloud Computing

Executive Profile Series Delivers The Inside View On Disruptive Technologies Starting this week, we’ll be kicking off an on-going series of interviews with the people behind the technologies in Cloud Computing and Social Business.  The interviews should provide insightful points of view from a customer, industry, and vendor perspective.  The transcript of the 30 minute […]

Posted by R "Ray" Wang on May 29, 2011

3 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

Research Report: How The Five Pillars Of Consumer Tech Influence Enterprise Innovation

Most Enterprise Software Vendors Fail To Deliver Innovation Despite hundreds of billions wasted on failed research and development projects, most market influencers would agree that enterprise software vendors have produced a dearth of innovation over the past decade.  Vendors often cite UI re-skins, major functionality additions, integration of acquisitions, technology re-platforms, and weak attempts at […]

Posted by R "Ray" Wang on October 4, 2010

71 Comments

Polls And Surveys: Insider Insights™ – Customer Centric Cloud Agreements

Annual Evaluation On SaaS Satisfaction Begins This Fall The Software Insider Insights™ solution evaluation and buyer comparison tool will launch this Fall.  The first report focuses on Customer Centric Cloud Agreements – Software-as-a-Service (SaaS).  This evaluation will: Identify the leading seller/vendors delivering SaaS based applications that adhere to the spirit of the cloud Evaluate seller/vendors […]

Posted by R "Ray" Wang on August 26, 2010

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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: How SaaS Adoption Trends Show New Shifts In Technology Purchasing Power

SaaS Adoption Surveys Often Overlook Audience Composition Over the past year, analyst firms, tech media, and even mainstream business media have happily showcased positive news about SaaS adoption.  The common theme remains clear – SaaS adoption moves beyond the tipping point in 2010.  Cloud adoption will reach a tipping point in the next 12 months.  […]

Posted by R "Ray" Wang on June 21, 2010

17 Comments

News Analysis: Deltek Offers To Buy Maconomy For $72.7M

Acquisition Consolidates Two Market Leaders In The Project Based Solutions Market Deltek announced on June 3rd that they would acquire Maconomy for  $72.7M ($3.39/share (DKK 20.50)).  Maconomy is a leading project based solutions (PBS) software company with ~35.6M in revenues (2009) based in Copenhagen, Denmark.  Deltek is a 265.8M revenue (2009) PBS software vendor based […]

Posted by R "Ray" Wang on June 4, 2010

1 Comment

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

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

18 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

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

17 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

Monday’s Musings: SaaS, SOA, Integration and How To Make A Peanut Butter And Jelly Sandwich In The Cloud

Rapid SaaS Adoption Will Lead To A Repeat Of 1990’s Best Of Breed Integration Challenges The proliferation and rapid adoption of SaaS solutions stems from 7 key benefits: richer user experience, rapid implementation, frequent cycles of innovation, minimal upgrade hassles, always on deployment, subscription pricing, and scalability (see Figure 1). Despite these benefits, organizations head […]

Posted by R "Ray" Wang on November 9, 2009

3 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

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

News Analysis: NetSuite Acquires QuickArrow To Expand PBS Presence

On July 21st, 2009, NetSuite announced its intention to acquire Project Based Solutions (PBS) rival Quick Arrow for $20M.   A few quick facts about the acquisition Existing customers will continue to be supported. NetSuite has committed to supporting the QuickArrow solution.  Customers have the option to move to NetSuite and OpenAir.  NetSuite will not force […]

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

4 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

Wednesday’s Whispers: Corporate Whispers and Monthly Market Trends – June 2009

CORPORATE WHISPERS AND MONTHLY MARKET TRENDS* Starting this month, we’ll be splitting the trends in Corporate Whispers from the People Whispers series.  Catch the latest monthly random thoughts, trend points, and corporate trends.  Hearing from twitterati, software execs, and industry experts about: User trends Recent win by SUSEN Software over SAP enhances validity of the […]

Posted by R "Ray" Wang on June 24, 2009

1 Comment

Quarterly Financial Tracker: Q1 CY 2009 Slowdown Impacts All Vendors, SaaS Still Experiencing Strong Double Digit Growth

Most software vendor license revenues took a beating this CY Q1 when compared to 2008.  SaaS vendors managed to post double digit gains while only a handful of on premise vendors eeked out a positive gain.  Major highlights in the 2009 Calendar Year Q1 include Big losses in YoY license revenue for on premise vendors […]

Posted by R "Ray" Wang on May 24, 2009

4 Comments

Research Summary: Shape Your Apps Strategy To Reflect New SaaS Licensing And Pricing Trends

FORWARD AND COMMENTARY “Shape Your Apps Strategy To Reflect New SaaS Licensing and Pricing Trends” represent the seventh report in an on-going series to provide clients with insight on how to better align their packaged apps strategies.  As more and more clients seek SaaS solutions as options to pipe in innovation and potentially control costs, […]

Posted by R "Ray" Wang on April 16, 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

Quarterly Financial Tracker: Q4 CY 2008 SaaS Vendors Trump On-Premise Vendors In Quarterly Performance

The recession hit most vendors hard in the last quarter of 2008 as evidence by the dismal license revenue YoY comps.  Some exceptions include JDA (52.9%) with a strong presence in retail and Agresso with its growth in public sector (25.6%).  As vendors with perpetual license models hunker down for the pending drought, retention and […]

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

2 Comments

Quarterly Financial Tracker: 2008 Q3 CY Quarterly Revenues Show Deflection Point

With 2020 hindsight and the best rear view mirror clarity (j/k), Q3 appears to be THE deflection point in where the economy began to impact the enterprise software vendors.  A flurry of continued lowered guidance on earnings by vendors reflects the general nervousness sweeping customers and prospects as we head into the most important quarter…Q4. […]

Posted by R "Ray" Wang on November 26, 2008

3 Comments

News Analysis: Oracle SaaS Platform Offering Adds Choice to Emerging PaaS Platform Wars

Emerging SaaS platform wars akin to on-premise middleware wars With consolidation in the middleware market fairly under way, adoption of SaaS platforms (i.e. PaaS) by solution partners represents the next land grab in the enterprise software space. Current key players include industry leaders and specialists such as Salesforce.com, NetSuite, IBM, Microsoft, Oracle, and Magic Software […]

Posted by R "Ray" Wang on September 23, 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