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Best Practices: Five Simple Rules For Social Business

Early Adopters And Pioneers Have Benefited From Social Across executive board rooms and even in living rooms, social business is all the rage.  In 2010, social crm (SCRM) and Enterprise 2.0 (E20) rose into mainstream conversation.  Despite the mindshare and awareness, a majority of business leaders have yet to begin these initiatives.  The good news […]

Posted by R "Ray" Wang on December 16, 2010

Tuesday's Tip: Dealing With Vendor Offers To Cancel Shelfware And Replace With New Licenses

Reduction Of Shelfware Remains A Key Pillar In Legacy Optimization Strategies Shelfware (i.e. purchased software, not deployed, but incurring annual maintenance fees) is one of the biggest drains on operational expenses for enterprises.  In the latest Software Insider survey, 57% of global enterprises own more software licenses than deployed.  With average maintenance fees hovering above […]

Posted by R "Ray" Wang on December 14, 2010

News Analysis: Salesforce.com Buys Heroku For $212M – Shows Commitment To Next Gen Apps

Acquisition of Heroku In Line With Platform Future of Salesforce.com At Marc Benioff’s keynote, the CEO reiterated his commitment to 6 clouds: Sales, Service, Data (Jigsaw), Collaboration (Chatter), Cloud Platform (Force.com), and Database (database.com).  As Salesforce.com continues to diversify its portfolio into adjacent markets, the platform as a service (PaaS) component remains a key area […]

Posted by R "Ray" Wang on December 8, 2010

News Analysis: SAP's TomorrowNow Debacle Ends With Jury Award Of $1.3B To Oracle

The recently announced jury award of $1.3B to Oracle marks the end of a tumultuous public trial on intellectual property (IP) theft.  Fellow Constellation Research Board of Adviser, Dennis Howlett provided commentary on the award stating, “The jury were given the choice of making an award based upon a fair market value license or lost […]

Posted by R "Ray" Wang on November 23, 2010

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

Personal Log: Blast Off To Constellation!

First Things First.  Thank You Altimeter Group. The rumors are true.  I’ve left, but on good terms.  I remain a unit member and investor of Altimeter.  I wish my former colleagues the best.  In fact, Altimeter’s been doing great work.  The firm has grown from 10 to 135 clients in 13 months.  The team is […]

Posted by R "Ray" Wang on November 9, 2010

Event Report: PDC10 Focuses Developers On Cloud And Devices Opportunity

Microsoft Bolsters Developer Tools To Inspire Innovation At the October 28th, 2010 Microsoft Professional Developers Conference, CEO Steve Ballmer presided over 3 key announcements that affirm the software giant’s ambitions to retain and grow the mind share and market share of worldwide developers (see Figure 1).  In fact the 3 main announcements foreshadow Microsoft’s convergence […]

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

Monday's Musings: A New Format Starting Next Week

Take Note. A First Person Point Of View Coming Soon. Telling the story from the first person point of view is part of the fun in the analyst job.  On a one-on-one basis, I’ve done this in our advisory calls and at events.  However, I’ve spent most of this blog’s life writing in third person.  […]

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

News Analysis: Charles Phillips Takes Over As CEO of Infor

Enterprise Software And Investment Banker Veteran Joins Third Largest Enterprise Apps Vendor Today’s announcement that former Oracle President Charles “Chuck” Phillips has taken the helm as CEO of Infor continues the executive management shuffle impacting the enterprise software space.  Based in Alpharetta, GA, Infor serves 70,000 customers in 125 countries worldwide and employs over 8,000.  […]

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

News Analysis: Oracle and IBM Partner On Java

Collaboration Puts Java In A Safe Place On October 11th, 2010, both Oracle and IBM announced an alliance to collaborate on the future development of Java.  A quick assessment shows that: Oracle and IBM intend to drive Java innovations. Oracle initiated a call to IBM to discuss collaboration efforts around Java.  As a result, Oracle […]

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

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

News Analysis: New HP Leadership Indicates Interest In Enterprise Software

Two Seasoned Software Veterans Join Hewlett-Packard On September 30th, 2010, Hewlett-Packard (HP) announced two significant changes in its leadership structure.  Former SAP CEO Léo Apotheker was named as CEO; and Kleiner Perkins partner and former Oracle COO, Ray Lane was named as non-executive Chairman.  These two appointments signal a seriousness to shake things up for […]

Posted by R "Ray" Wang on September 30, 2010

News Analysis: Deltek Pays $60M For INPUT, Solidifies GovCon Ecosystem

Deltek Expands Core Vertical While Diversifying Profit Streams Project Based Solutions (PBS) vendor Deltek plans to close its $60 million acquisition of INPUT, a government contracting market research and business development firm, on October 1st, 2010.  The transaction will add $26.2M in annual revenue, 160 employees, and a rich government contracting ecosystem.  Analysis of the […]

Posted by R "Ray" Wang on September 30, 2010

Event Report: Oracle Open World 2010 – The Wrap Up

Oracle Continues To Demonstrate Benefits From An Effective M&A Strategy A quick poll of 61 attendees at Oracle Open World 2010, revealed that 57.4% (35/61) of Oracle customers were positive, 29.2% (19/61) were neutral, and 10.8% (7/61) were negative about Oracle’s application strategy to date.  A continued stream of product enhancements and releases may be […]

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

Event Report: Oracle Open World 2010 – Beyond The Day 1 Hype

(Photo: Copyright © 2010 R Wang and Insider Associates, LLC. All rights reserved.) Oracle Day 1 Focused On Showcasing Both Software And Hardware Prowess The Day 1 keynote kick-off from Oracle’s CEO, Larry Ellison, touched on the wide spectrum of Oracle’s broad software and hardware portfolio.  Despite an over-emphasis on hardware and appliances, Oracle also […]

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