Cloud Acquisitions Change Competitive Landscape
There have been a series of acquisitions over the past few weeks which clearly illustrate how the competitive landscape in the tech industry and beyond is being fundamentally changed by the rapidly evolving cloud computing phenomenon.
The two most recent examples came this week. The first was CA Technologies’ acquisition of 4Base Technology, a virtualization and cloud infrastructure consulting firm, which CA plans to use as a cornerstone of its expanded cloud computing professional services capabilities. This is the latest in a series of acquisitions which CA has made to transform the company from a software-only to a multi-dimensional corporate portfolio which personifies its new CA Technologies company name. CA’s transformation echos the moves of other players seeking to become one-stop shops for hardware, software and services. The most significant of these was Oracle’s acquisition of Sun Microsystems.
Intel made an even more dramatic acquisition … Read More »
Return of the Titans – SAP and Other ISVs Push Into SaaS and Cloud Computing
Seven weeks of traveling came to an end in Florida today after attending SAP’s Sapphire user conference and speaking to Tech Data’s TechSelect executives about the channel implications of the rapidly evolving Software-as-a-Service (SaaS) and Cloud Computing market.
Prior to this week’s events, I traversed the country from Boston to the Bay Area six times to speak, host and moderate sessions at SaaScon, Under the Radar, AlwaysOn OnDemand, Pervasive’s Metamorphosis and the SIIA/OpSource All About the Cloud conferences, and conduct strategy sessions with a wide range of clients in between.
The common theme of all these events and client meetings is that SaaS has become a viable alternative to legacy on-premise software across nearly every application segment, and a newer wave of Infrastructure-as-a-Service (IaaS) cloud computing services is quickly disrupting traditional data center models across nearly every industry.
Concerns about hyperbole outdistancing today’s realities are being pushed aside by a growing number of customer success stories … Read More »
Making IT Management SaaSy
I’ve been suggesting for years that the IT system management (ITSM) market is ripe for a new generation of Software-as-a-Service (SaaS) solutions, and a widening array of emerging players are finally fulfilling my vision.
Up until recently, IT departments have been plagued by the same frustrations which permeated most large-scale enterprises contending with overly complex, cumbersome and costly business applications.
In the case of the business units, it was trying to implement and maintain enterprise applications, such as CRM or ERP, which drove them crazy and in the direction of SaaS alternatives from companies like Salesforce.com and NetSuite.
Now, IT organizations are starting to migrate away from the ITSM platforms offered by IBM, HP, BMC and CA in favor of SaaS-based alternatives from Service.now and others.
Why are IT departments moving in this direction? For the same reasons as their business unit counterparts,
Frustration with the costs and complexities of traditional, … Read More »
Escalating SaaS IT Service Management War
Back to back announcements this week have brought renewed attention to the IT service management (ITSM) market as a key battleground for Software-as-a-Service (SaaS) competition.
On January 19, BMC announced its latest Remedy ITSM Suite On Demand solution, a SaaS-based offering which promises to integrate with BMC’s Atrium Configuration Management Database (CMDB) and Business Service Management (BSM) platform.
That same day, Service-now.com announced that PepsiAmericas had selected its SaaS-based ITSM solution. In Service-now.com’s announcement, PepsiAmericas’ IT Customer Service Manager, Amy Irwin said, “Our old tool couldn’t meet our needs so we went shopping for a tool that could. We quickly determined SaaS would best fit our tool requirements.”
IT acceptance of SaaS-based solutions isn’t new. THINKstrategies first identified this trend in our 2007 customer survey in conjunction with Cutter Consortium.
However, SaaS vendor focus on this segment of the market has intensified over the past two … Read More »
Key Competitive Battlefields in the Clouds in 2010
As the new year and decade get underway, here are a few of the areas of the cloud computing market which I think will be important competitive battlefields for established and emerging players:
Collaboration Wars: Collaboration is the ‘killer app’ in the Software-as-a-Service (SaaS) segment of the cloud computing market. The rapid adoption of Google Apps has demonstrated the latent demand for these web-based solutions. Now, IBM is promoting the enterprise-class qualities of its LotusLive offering to win a share of the market. Cisco Systems is also intensifying its efforts to promote its collaboration solutions built around WebEx and Telepresence. I also think Microsoft will accept a greater level of cannibalization of its Office products to win a bigger share of the collaboration market with OfficeLive.
Business-Oriented Social Networks: These are closely linked to collaboration and have gained a tremendous amount of attention because of the explosive growth … Read More »
A Second Day of Dreaming About the Clouds
Day 2 of Dreamforce came with a little less enthusiasm than yesterday’s kickoff as many of the attendees recovered from the previous night’s parties. Today’s focus was on the Force.com Platform-as-a-Service (PaaS) which salesforce.com calls “Custom Cloud 2”.
Unlike yesterday’s meandering keynote regarding the Sales Cloud 2, Services Cloud 2 and new Chatter social computing capabilities, Marc Benioff immediately went to work at convincing the Dreamforce audience of the power and growing adoption of salesforce.com’s PaaS capabilities by quickly introducing the CEO of BMC, Bob Beauchamp, who unveiled its new Software-as-a-Service (SaaS) IT service desk application developed on the Force.com in a couple of months.
BMC’s use of Force.com to ‘SaaSify’ its application is another important endorsement of salesforce.com’s PaaS by an established independent software vendor (ISV). It is particularly compelling for other ISVs who have grappled with the technological and operational challenges of migrating their applications to a … Read More »