Our Thoughts on IT Matters

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Act Now and Stop Overpaying Salesforce: Market Update

Salesforce has led the market for years. We have pointed to Salesforce as the culprit who broke the early promise of software as a service as (SaaS).  SaaS was supposed to be elastic with demand allowing costs to go both up and down. Historically, we know that Salesforce is supportive of increases in their customers' cost but it has been punitive to reductions. With Salesforce’s fiscal year-end coming at the end of January 2023, now is a great time to re-evaluate your deployment and at the very least benchmark to see how your spend compares to the market. But first, more on Salesforce themselves…. Things 'they are a changin' in ...

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Snowflake Fiscal Year End January 2023 - Act Now

These days the whole world sometimes feels like a Snowflake… and by that we mean that growth is slowing, and stocks are generally down as reality sets in. Snowflake, the company, is still growing but nowhere near the breakneck speed of the good (?) old days. Macroeconomic factors may be contributing to that, but we believe that, like our clients, the market for Snowflake has figured out that deployments need to be actively managed so that the negotiated costs are not exceeded. Early Snowflake customers learned the hard way that their first agreement would ultimately set the floor for what they would spend, eventually understanding that their ...

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Taking the Spin Out of Oracle’s “Growth” and What It Really Costs You

As we are well into calendar Q4, several tech companies have announced layoffs and cutbacks as they prepare to weather inflation and the impending recession storm.  Despite all the great news coming out of Oracle from their Q1 2023 report (announced September 12, 2022), they have been laying off employees throughout the course of 2022 on the heels of their Cerner acquisition in their quest to cut $1B in cost in the name of synergy.  Somewhat surprising to us; however, is that they are also laying off from their OCI group (Oracle Cloud Infrastructure).  Given their claims of robust cloud growth that they talk about to Wall Street in their Q1 ...

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Oracle's War on Rimini Street and What it Means for You

No question Oracle is one of the most dominant and financially successful tech companies in the world. In fact, almost everyone reading this probably directly or indirectly owns a small part of Oracle in their investment portfolio.  However, through sales practices, audit actions, acquisitions and never-ending lawsuits, Oracle seems to be relying increasingly on legal tactics and maneuvers to shut down competition and show growth to Wall Street, rather than be a disruptive innovator. Some would say that Oracle’s core competency now is litigation, not innovation.  Ongoing War with Rimini Street  We have long advocated for seeking alternatives ...

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Oracle's Innovation: Costing Customers More and Getting Less

Michael Welsh
Mar. 30,2022 | Oracle

Oracle spends more on marketing than it does on innovation, $7.6B to be exact.  Knowing Oracle, they probably refer to their marketing efforts as innovative.  Oracle’s licensing and cloud offers come in a dizzying array of offerings and by extension, complexity, but they are anything but innovative.    We’ve observed over the last several months an uptick in sub-optimized Oracle deployments that are causing substantial pain around:   PULA’s – Perpetual User License Agreements  Cloud@Customer – Oracle public cloud apps in your data center  PaaS – Platform as a Service and   IaaS – Infrastructure as a Service   What all these offerings share ...

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Calling All Budget Heroes: Seven Strategic Supplier Strategies for Year End

As we've been saying for months, post (hopefully) pandemic Market Conditions are ripe for you to act in driving business value into your company. If you've ever dreamed of being the budget hero, this is it. With the tumult in the supplier marketplace around M&As, shifts of products to the cloud, small company disruptions, the supplier competition has never been as robust. Once you digest the list below and want more, we're happy to talk. There's nothing we like better than chatting about how to get more value from technology suppliers - especially now. Big Software SAP Nearly 100% of SAP deals come due in December. This is driven by ...

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Like a Bad Hangover, Did You Wake Up in 2022 Budgeting Season and Wonder Where Your Money was Spent?

Like a party no one wanted to go to, the COVID pandemic dragged many IT Executives into (over) spending on technology that was not planned for. In the frenetic pace to ‘keep the lights on’, expenditures were made without the scrutiny they may have normally received pre-COVID. Supporting all the work from anywhere (WFA) initiatives including conferencing, PCs, and remote access software and hardware were all added to the mission critical initiatives already underway, like digital transformation and cloud migrations siphoning money away from those other priorities. As you start planning for your 2022 budgets, you may just now be realizing and ...

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WILL “RISE WITH SAP” BE YOUR DOWNFALL?

Michael Welsh
Feb. 18,2021 | Software SAP

SAP CEO Christian Klein is in a tough spot, trying to minimize the damage of a brand that has lost ground to competitors who have better adapted to the new reality of cloud computing. This exposure has been amplified during the global pandemic and has negatively impacted SAP’s profitability in a time when other companies are prospering due to customers’ increased dependency on technology and automation. In an attempt to remedy these challenges and re-focus his brand, Klein is promoting a new program for ‘business transformation as a service’, dubbed “RISE with SAP”. SAP plans to migrate your ERP to its cloud, promising to improve and speed ...

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Time to Extract Value from VMware

Michael Welsh
Feb. 11,2021 | Cloud VMware

Since 2002, we have been helping clients optimize technology spend and have maintained a continuously updated list of suppliers where we know we can extract value with a high yield. VMware has been and seems destined to remain at or near the top of this list for the foreseeable future. VMware is credited with commercializing compute virtualization technologies with their popular vSphere product, enabling multiple virtual applications to run concurrently on a single physical host. This increased utilization of IT resources has dramatically improved the economics of enterprise datacenter infrastructure, vaulting VMware to a market dominant ...

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Five Ways Your Cloud Gets Wasted

Michael Welsh
Aug. 26,2020 |

There are a couple ways to interpret the title of this article, and neither are necessarily wrong. The more appropriate context is meant to convey the various ways in which cloud utilization is sub optimized and therefore getting wasted. Taken another way however, you could interpret your Cloud as a living breathing entity that has overindulged in mind altering substances and is currently out of control.   If we’re really being honest, neither description is wrong as a generalized assessment of enterprise cloud utilization and spend. According to multiple research reports, company executives are projected to: Waste $17B in the Cloud as an ...

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