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The Game of Leapfrog, SAP Style

SAP's fourth analyst conference has come and gone, and my fellow bloggers (Farber, Nolan, Howlett, among others) have already weighed in extensively on the medium and the message that will guide SAP into the new year. I'll try another tack -- the venerable second-day lead, aka the round-up article written by a blogger who was too encumbered by two massive days of firehose-level input to try to manage some output until he had made it back safely to his office the following day.

December 6, 2006 by Joshua Greenbaum

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Software as a Service Takes the Analytics Road: Business Objects Buys Nsite

Just to confirm that good ideas always find their proponent, Business Object's acquisition of Nsite and resulting foray into analytics on demand is a nice (and predictable) follow-on to my earlier post about integration as a service. We'll definitely have to wait and see what BO plans to deliver in the way of on demand analytics, but that's almost secondary to the significance of what the deal means to the larger market.

November 30, 2006 by Joshua Greenbaum

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SOA What? Big vs. Little vs. Nothing at All

I've just spent the last week immersed in user conferences and briefings, and at every juncture the question of web services and service architectures came up. And every time the issue moved from theory to reality, this little nagging problem kept coming back to cloud the optimism in the room: what is the business case for a big-bang SOA implementation, and who is ready to step up and show what a real ROI for SOA actually looks like?

November 17, 2006 by Joshua Greenbaum

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Microsoft The Ecosystem Player -- Love Thy Enemies or Just Co-opt Them?

Yesterday's Internation Herald Tribune has an article that highlights yet another in a continuing series of moves by Microsoft to expand its ecosystem and, in doing so, bring on board companies and technologies that would have seemed anathema to Microsoft not a short while ago.The new Interop Vendor Alliance (oh ye copyright mavens, isn't there a little conference with the same name that might be just a little miffed?

November 14, 2006 by Joshua Greenbaum

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Microsoft's ERP "Live", Duffield's Workday, and the Future of Software as a Service

At announcements two continents apart but spiritually joined at the hip, Microsoft unveiled its plans for SaaS versions of its Dynamics ERP suite on the same day that PeopleSoft founder Dave Duffield threw his hat in the ring with the announcement of his new Workday SaaS company. Both events, not too coincidentally, highlight a growing reality that SaaS is becoming a viable alternative to the license-and-implement model of traditional ERP software.

November 7, 2006 by Joshua Greenbaum

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Undermining the Support and Maintenance Market: Red Hat Today, Everyone Else Tomorrow?

Oracle's announcement that it will basically cut the legs out of Red Hat by offering a lower-cost support package sounded familar to anyone who's followed the likes of TomorrowNow, Rimini Street, and NetCustomer. All are companies that underprice Oracle's support costs for PeopleSoft, JD Edwards, and Siebel, and have been doing a relatively good job of taking customers away from the maintenance and support revenues that are an essential part of Oracle's burgeoning applications revenue picture.

October 25, 2006 by Joshua Greenbaum

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