Decoding BI Market Share Numbers – Play Sudoku With Analysts

In a recent post I discussed Oracle’s market share in BI, based on a press-published chart taken from IDC data – showing Oracle coming in second. As often happens in such discussions, I got quite a few direct emails and twitter messages – some in no uncertain terms – about why the particular metric I chose was not sufficiently nuanced or representative of the true picture. I freely admit: that’s true. In general, market observers know Oracle is not typically placed second overall – but the picture is more complex than a single ranking. My point was, and is, that it’s too easy to slip into a “who’s on top” mentality that obscures true market dynamics. In this post, I’ll dig a bit deeper, and describe what different approaches or categorizations show us – and what they don’t. Finally I’ll talk about how much this matters – and to whom. Read more of this post

Oracle Ups EPM Ante

After a 2 year wait, Oracle is rolling out some fruits of its daunting integration efforts in enterprise performance applications. New suite bundles, an Essbase connector and Hyperion uplift are highlights of its Enterprise Performance Management (EPM) 11.1.2 release. The numbering scheme, evidently constrained by the overall Oracle level 11 nomenclature, drove the understated “11.1.2” moniker, but make no mistake, this is a major thrust – delivered in 15 languages and with a new focus on role-based thinking. The task-specific and vertical themes that dominate developments in enterprise applications were on display here as Oracle delivered Financial Close Management, Disclosure Management, and Public Sector Planning and Budgeting applications atop the Fusion Middleware platform that is the basis for further product portfolio integration in the quarters ahead. The architectural value of the Business Intelligence Foundation here cannot be overstated; Oracle is delivering on a well-thought-out model that facilitates a steady growth in product opportunities that will drive incremental revenues. Read more of this post

SAP Promises Acceleration on a “Clear Path” – Will it Be Enough?

The economic slowdown was not kind to SAP in 2009, and as it launched the annual Influencer Summit on December 8th, change was in the air. Messages were shifting. “Sustainability” got a big push, and there was a ringing commitment to substantial, dramatic product change to be delivered in 2010. Different faces were on display: there was no Leo Apotheker or Bill McDermott on the stage, although Board members Jim Hagemann Snabe and John Schwarz held down the fort with new Marketing EVP Jonathan Becher and CTO Vishal Sikka in key speaking slots. Like the dances I went to in high school, the event was mostly date-free, but direct questions elicited some specific, though uncommitted, statements about deliveries in 2010, especially from Marge Breya. Read more of this post

Adventures with Windows 7 – Installation of the RC

Microsoft made a Windows 7 release candidate (RC) available for download in May. RCs precede the ready to manufacture (RTM) stage, so there are still issues to fix and tweaks to be done. Microsoft has instrumented this version to phone home when users are online, and usage tracking gives them a chance to see interactions with the myriad of machines, options, and software environments that will occur in the wild. Read more of this post