SapphireNow Day Two – Pump It Up

Bill McDermott began the day for Orlando attendees of SapphireNow by demonstrating that there is no charisma deficit at SAP these days, and his co-CEO Jim Hagemann Snabe was right there behind him to make the case that commitment and strategy are not lacking either. They welcomed Sybase, hailed the new ByDesign release about to ship, and waved the sustainability flag high, leveraging their strong position there. Read more of this post

SapphireNow Day One – Getting Virtual Events Right, And More

I got some great messages today from people who enjoyed my tweets “from” SapphireNow in Orlando – although I wasn’t there. That’s a tribute – not to me; we’re only talking tweets, for goodness’ sake – to SAP for pulling off a two-continent, video-streaming, full-on collaborative event I was able to participate in meaningfully from my desk in California. There was substance, partner announcements, customer dialogue, and star keynoters. A good day, with the best ahead, if my pre-briefs are any indication; there’s more ahead. Read more of this post

SAP – Sybase: Synergies? Suspect So.

SAP announced today that it will acquire Sybase for $65.00 per share, representing an enterprise value of approximately $5.8 billion. The announcement says that “customers will be able to better harness today’s explosion of data and deliver information and insight in real time to business consumers wherever they work so they can make faster, more informed decisions.” But the vision goes beyond that: the combined companies will be able to deliver the ability to act on those decisions, anywhere. The combination of SAP’s substantial share of its customers’ transactional systems with Sybase’s mobile expertise in messaging and application development tools for mobile devices affords extraordinary opportunities that are not lost on management. Following the public press event, I chatted with Vishal Sikka, SAP’s CTO, and Dr. Raj Nathan, EVP and CMO of Sybase. We covered some of the opportunities on the table and SAP’s plans for its new assets. Read more of this post

IBM Gets Feisty — Mobilizes Analytics for Oracle Battle

In July 2009, IBM announced the Smart Analytics System 7600, a workload-optimized, pre-integrated bundle of hardware and software targeted at the business analytics market. Included in that package are an IBM POWER 550 running AIX, storage, plus InfoSphere Warehouse Enterprise Edition (which consists of DB2, Warehouse design and management tools + Cubing, Data Mining and Text Analytics services), and Cognos 8 Business Intelligence, configured and tuned, and “health check” features. Accommodations are made if the customer already has licensed some of the software and wants to use it on the platform; in this sense, the software is described as “optional.” This month, IBM broadened the story and upped the ante, making Smart Analytics System a key weapon in its widening battle with Oracle.

This post is a slightly updated version of a piece that appeared in the PUND-IT newsletter. Read more of this post

Does Informatica get a place at the head table?

From  Judith Hurwitz, president, Hurwitz & Associates (http://jshurwitz.wordpress.com).

Informatica might be thought of as the last independent data management company standing. In fact, that used to be Informatica’s main positioning in the market. That has begun to change over the last few years as Informatica can continued to make strategic acquisitions. Over the past two years Informatica has purchased five companies  — the most recent was Siperian, a significant player in Master Data Management solutions. These acquisitions have paid off. Today Informatica has past the $500 million revenue mark with about 4,000 customers. It has deepened its strategic partnerships with HP, Ascenture, salesforce.com, and MicroStrategy.  In a nutshell, Informatica has made the transition from a focus on ETL (Extract, Transform, Load) tools to support data warehouses to a company focused broadly on managing information. Merv Adrian did a great job of providing context for Informatica’s strategy and acquisitions. To transition itself in the market, Informatica has set its sights on data service management — a culmination of data integration, master data management and data transformation, predictive analytics in a holistic manner across departments, divisions, and business partners. Read more of this post

Illuminate May be Gaining Traction

I’ve talked about ADBMS vendor Illuminate in two posts already this year, and for a small firm with little North American footprint, they continue to drive a surprising number of questions I receive. I had a quick chat with Andrew Fletcher, the VP responsible for building out the partner network, and he’s upbeat about the firm’s progress. Read more of this post

IBM Software Partner Programs To Get a Boost From Sandy Carter

Sandy Carter is excited. If you know her, that shouldn’t be a surprise – she’s one of the most enthusiastic, engaging and social media-savvy folks at IBM. And after a couple of years with WebSphere, where she has been an effective leader and evangelist , she’s taken on a new challenge: taking IBM’s already exemplary partner programs to another level. Sandy’s new title is Vice President,  IBM Software Group Channels. Read more of this post