Our Thoughts on IT Matters

Keep Posted on Industry News and Events

   

Time to Defuse Your Kyndryl Deal BEFORE it Detonates

Introduction Kyndryl is the new name for IBM’s managed infrastructure services business (what they refer to as IBM Global Technology Services), which spun out of IBM in November of 2021. Over the last 10+ years, IBM has fallen from a technology titan to a member of the walking dead, so how must Kyndryl feel about itself knowing that it is the discarded most unwanted stepchild of this unholy monster?   Unlike Microsoft, IBM has proven unable to reinvent itself as a cloud company. IBM was very well positioned to become a big benefactor of the cloud revolution, and the explosion of the data center utility model, but IBM continues to suffer from ...

Read More

Act Now: Anaplan Fiscal Year End is January

Introduction Anaplan connects people, data, and plans in real-time in its cloud environment to help customers democratize decision-making across all lines of business and business activities, from strategic to operational levels. Enterprise Performance Management (EPM) As a step beyond traditional business intelligence, Anaplan offers a cloud-based subscription for its Enterprise Performance Management (EPM) software — enabling planning, modeling, and collaboration services to power better business decisions and drive better enterprise performance. Anaplan offers a simple interface to its Smart Business Platform, combining connection, ...

Read More

Act Now: Okta Fiscal Year End is January

Your Virtual Bouncer If you need security from the occasional undesirable intruder in your enterprise and need to convey strength in the way you control access to the information you hold most dear, by restricting access to unwelcomed guests and bouncing them from your cloud, you may very well need to learn more about Okta. In 2021, we named Okta as the #3 technology supplier to watch - largely based on its growth in the enterprise space as a Single-Sign-On platform. In March 2021, Okta acquired Auth0, and by doing so, moved from a cloud-based identity and access management company that provides single-sign-on access for employees to a ...

Read More

Act Now: Salesforce Fiscal Year End is January

How You Can Win Against an 800-Pound Gorilla Salesforce became the market leader in 2013 and has dominated the Customer Relationship Management (CRM) jungle ever since. With its fiscal year-end in January, now is the best time to review and optimize your Salesforce spend. In the early 2000s, Siebel was the market-leading (and most expensive) CRM (and remained so long after it was acquired by Oracle in 2006 for $5.8 billion), until it lost so much market share that the once unassailable technology goliath finally met its inglorious end. Technically, Siebel is still part of Oracle’s lifetime support policy, but for all practical purposes, it's ...

Read More

Act Now: VMWare Fiscal Year End is January

Virtualization Before viable public cloud options were widely available, enabling enterprises to buy processing power and data storage ‘by the drink’, the best way to get past the physical constraints and limitations of the technology assets in your data center (to achieve greater value from higher utilization of those investments), was to virtualize them and serve them up to your applications as virtual machines rather than physical servers. VMware was the market leader in this space for 10+ years and was extremely successful in being able to consolidate technology spend in the enterprise. In fact, they consolidated more enterprise ...

Read More

Watson: IBM's Healthcare Moonshot Flatlines and Dies

Watson: IBM’s Healthcare Moonshot Flatlines and Dies And in so doing, the last body of the Ginni Rometty era at IBM is buried. We have written extensively on this topic: Admittedly, NET(net) has been an outspoken (but fair) critic of IBM and Ms. Rometty over the years. Shortly after she was named CEO, we documented our Top 10 Reasons Why Ginni Rometty Will Fail as IBM’s New CEO, and fail she did. The following year, we were honestly a bit surprised at how quickly she was failing, and published another article called IBM CEO Ginni Rometty Failing Fast, where we outlined the cannibalizing culture and performance of missed expectations she was ...

Read More

Act Now: Snowflake Fiscal Year End is January

The Rise of the Consumption-Based Pricing Model One thing is clear in 2022: The technology industry is moving away from per user per month subscription models and moving towards consumption-based pricing models, and it’s no wonder why. With the ability to capture value from all customer consumption, the revenue-capture and resulting earnings of firms like Snowflake have significantly outpaced even the most successful subscription-based companies, and this is pushing enterprise valuations into a completely new stratosphere, providing ample incentive for technology suppliers to migrate towards consumption-based pricing models. Executives like ...

Read More

Act Now: Workday Fiscal Year End is January

Introduction Workday was ranked #1 in NET(net)'s Top 10 HCM HRMS Suppliers for 2021 blog. The cloud-based system mostly known as a Human Capital Management (HCM) platform for global workforces is delivered as a Software-as-a-Service (SaaS) and offers the following modules: Human resource management Business process management Reporting and analytics Benefits administration Compensation management Talent management Survey framework Employee and management self-service Program and Project Management Payroll and Workforce Management Professional Services Automation Enterprise Planning Higher Ed Student Support Spend Management Many ...

Read More

Top 5 Technology Research Services Firms for 2022

Steven Zolman
Jan. 21,2022 |

A few days ago, a long-time client asked us about our views on some industry analyst firms, and it got me thinking again about who people trust when they need real industry analysis and not just the latest (largely unsolicited) market report, so I decided to write this blog about the Top 5 Technology Research Services Firms clients should use in 2022. Now, I think I know what you are thinking….you are probably thinking this is a pointless blog because everyone already knows that the Top 3 technology research services firms are Gartner, Forrester, and IDC, right? Well, what if I told you that after much industry consolidation, we took a ...

Read More

Fiscal Year End Watchlist: Veeva

Steven Zolman
Jan. 20,2022 | Software SaaS Veeva

In 2021, Veeva was named as our #1 Technology Supplier to Watch, and with good reason. In our view, Veeva had the ability to outflank Salesforce.com to make a vertical cloud for the global life-sciences industry; something that Salesforce and others failed to do. Marquee customers include AstraZeneca, Bayer, Bristol-Myers Squibb, GlaxoSmithKline, Merk, Nestle, and Sanofi. With this vertical industry focus, Veeva has enjoyed considerable success, and with its premium-priced platform, its success has come at the expense of its customers. Now, with over 50% market share in the life sciences customer relationship management (CRM) market, Veeva ...

Read More