Informatica Re-Factors the Value Chain for the Cloud

Informatica’s cloud ambitions continue and deepen with each new release. In the years since its 2006 launch, Informatica Cloud, the strategic initiative launched to bring Informatica’s data integration assets to the cloud,  has won salesforce.com’s Best of AppExchange award for 2008 and 2009, added other cloud-based applications as targets, and most significant, signed up 650 clients. Customers like Qualcomm and Toshiba are syncing their SaaS apps with on-premise data, enhancing compliance, and extending their BI capabilities.  In a recent conversation, Darren Cunningham, Vice President, Cloud Marketing told me that Informatica is processing over 30,000 jobs per day, involving over 6.5B rows of data per month. Read more of this post

Rimini Street Slashes Maintenance Costs For Big Apps

Many SAP and Oracle apps customers would rather leave stable products alone than continually change, or “upgrade,” as it is called. For these customers, the cost of maintenance, also known as “buying it all over again every 4 years,” seems excessive. The slow pace of innovation from the mammoth firms, and the even slower uptake of those innovations, amplifies this. (For a recent discussion of this problem, see video highlights from Ray Wang’s keynote speech from the SAP UK and Ireland User Group. I discussed the resounding thud heard from Oracle’s “wait till next year” non-announcement of its Fusion apps here.)

With this backdrop, Rimini Street, one of the pioneering 3rd-party maintenance firms, recently announced stellar Q3 results: revenue up 200% year over year, and sequential quarter-over-quarter growth continuing: it claimed Q3 invoicing doubled the prior calendar quarter. Rimini Street’s value proposition has steadily attracted customers willing to try a different way. The company claims hundreds of customers since inception, all over the size spectrum. The offer is simple: their base price is 50% of the vendor’s maintenance price. Read more of this post

Oracle, Sleeves Rolled Up, Flexes EPM Muscles

It’s been a while since Oracle made the series of acquisitions that redrew the map on applications software, and they have been fairly successful there. The broadening of the portfolio created considerable challenges for the rationalization of Oracle’s BI strategy, and I recently had the opportunity to sit down with Paul Rodwick and Bill Guilmart, VPs of Product Management, to catch up on the Enterprise Performance Management (EPM) story so far. We analysts are quick to criticize the pace of integration, the level of detail, and the timing of the roadmap from companies with enormous portfolios like Oracle’s. Personally, I’m glad I don’t have to live every day with the consequences of my brilliant ideas about how to rationalize all those moving parts. (Remember those ads? “We don’t do. We just advise.”) Paul and Bill must live with theirs, and I was impressed with the clarity and consistency of the model they described to me. It’s a good story, with emerging successes in abundance, and the best may be yet to come. Read more of this post