SAP and Microsoft bring their Partnership to the Next Level
The News On November 27 SAP and Microsoft announced a new level of their strategic partnership. Their key messages are that S/4 is fully ready to run on Azure Microsoft is committed to SAP and will upgrade its internal financial systems to S/4 on Azure SAP will move a dozen (unspecified) “key internal business critical systems” to Azure SAP and Microsoft will “co-engineer, go to market together with premier solutions and provide joint support services to ensure the best cloud experience for customers” SAP and Microsoft will both provide documentation about their internal projects “to provide customers with guidance and enterprise architecture for deployment of SAP applications on Azure” Of course it is not much of a surprise to SAP “connoisseurs” that SAP is not running its business on just one instance of their own S/4 systems – still, twelve is a fairly sizeable number to migrate to Azure. It is also not much of a surprise that Microsoft is an important and committed SAP ECC customer. As such Microsoft, of course, has plans to upgrade to S/4. All in all this is the long due follow-up announcement to the 2016 SAP and Microsoft announcement of “empowering organizations to advance their digital transformation”. Back in the day I wrote that this announcement shows a lot of potential for the customer and that Microsoft likely will have more advantages to Microsoft than for SAP. In 2016 the announcement was also about Fiori. There is no word about it anymore today. As an interesting aside, Microsoft announced that it will use Azure AI (Cortana) and it’s analysis services for “more efficient...
Salesforce embraces the User Microsoft like – A Dreamforce Analysis
Now that the major waves of Dreamforce 2017 have settled, the announcements and a good part of the running commentary has been delivered, it is time for me to have a look at my pre-Dreamforce predictions. Having been briefed before the event but unluckily not been able to attend (nor having had the time to write this piece earlier, I now have the advantage of having had more ‘thinking time” and can put the main announcements that we were briefed on into a bigger picture. On the backdrop of an IDC study (sponsored by Salesforce) that postulates 3.3 million new jobs and an overall GDP impact of 859 billion dollar by 2022 in the “Salesforce economy”, the announcements basically revolve around one single topic: How to enable the employees (of Salesforce customers and partners) to deliver to this magnitude. They were around Easier consumption of AI technology with Einstein, and improved IoT support, Opening up Trailhead to Salesforce customers in order to support company specific learning maps Enabling Lightning, as the platform to become fully themed, i.e. embrace the customers’ brands. Although technologically different I club the ability to create and easily upload branded mobile apps to the app stores into this Collaboration using Quip, the software that Salesforce acquired about a year ago, and a new partnership with Google And in order to emphasize on the fact that they are serious about enabling people individually, Salesforce resuscitated the dot com prefix “my”. Thus myEinstein, myTrailhead, myLightning, mySalesforce, myIOT and mySalesforce got born. A topic that might be slightly overlooked is covered by two sentences in the announcement of...
Oracle Ups The Ante – Does the Salesforce Empire Strike Back?
The fall conference season is in full swing. Of the big 4 we had Oracle Open World and the SAP Hybris Summit, with the Salesforce Dreamforce, SAPPHIRE, and Microsoft Connect() still to come. I have covered the SAP Hybris Summit, so do not need to say much about it anymore. The event was short on great announcements – maybe they will come at SAPPHIRE – but certainly contributed to showing the clear vision forward that SAP has. And it is a compelling and consistent vision. OOW 17 was a different beast, most notably with the announcement of Oracle 18c. A year ago Oracle took Amazon full on, declaring it enemy number 1. Many analysts, including myself, were confused about this. Why Amazon and not Microsoft? After all Microsoft is the company that has a very credible IaaS, PaaS, and SaaS. Add the operating system and productivity software and you have a company with a formidable software stack that can be on the winning side of a Clash of Titans. While CTO Larry Ellison still took pot shots at Amazon in his keynotes, one can come to the conclusion that these are a kind of diversion, and that Oracle is back in best Musashi style. Oracle steps up its IaaS game The AI driven automation of Oracle 18c is game changing in the database play, and hence in IaaS. The new container engines should bring Oracle’s cloud on par with AWS and Azure. All three, Microsoft, Salesforce, and SAP now have something to chew upon. SAP, because their databases are now lacking a real important argument. And that has an...
Products to Services – The SAP Hybris Summit 2017
This year’s SAP Hybris Summit in Barcelona was attended by almost 3,000 paying participants, which is likely to make it the biggest ever, in spite of the recent unrest in Catalonia. It was packed with partners and presentations. The message all around was about subscription economy, how companies will need to transform themselves from product- to service companies, and how SAP supports this by delivering YaaS, networked solutions, IoT and machine learning, based upon the SAP Cloud platform. Owing not only to the topic of subscription economy GDPR was, of course, a topic, too. The key message here was: Our software helps you being compliant. With SAP Hybris standing not only for ecommerce but also for SAP’s new brand of CRM (oops, engagement) solutions, there was astonishingly little information about the Sales- and Service Clouds and only a few bits about the Marketing Cloud. The pending acquisition of Gigya was naturally out of scope, although Gigya as a partner featured in the show with a booth and presentations in the theaters. Day One Having said this, the first keynote, held by SAP Hybris president Carsten Thomas, was slightly underwhelming. It set the stage for the topic, but was essentially last year’s content. The narrative was all about how companies like Uber and Airbnb change the game for traditional companies, the impact of machine learning, and the importance of focusing on experiences (not even outcomes). In brief: nothing new, and only a fuzzy view on SAP Hybris’ strategy. It, however, was presented very well. The Q&A’s offered on day one added some more flesh to the topics, also on the...