On-Premises ERP Versus Cloud Computing: Too Late for the Sky?
Friday, August 28, 2009
Bruce Richardson
Early last week, I spent a morning reviewing SEC filings and Seeking Alpha transcripts for the most recent earnings calls from Epicor, QAD, and NetSuite. I wanted to see how well the two on-premises vendors were doing relative to the ERP-in the-Cloud company. A quick note: Most readers think of vendors like NetSuite as a software-as-a-service (SaaS) or on-demand provider, but I’m going to use the cloud nomenclature, since the term is rapidly replacing the other descriptions in vendor presentations.
While it’s not entirely fair to compare the three firms, since NetSuite doesn’t sell manufacturing applications (but it does have manufacturers as customers), there are some very interesting observations.
Epicor: 125 new customers
For the second quarter ending June 30, 2009, Epicor reported total revenue of $100.4M, down 21.5% over the year-earlier period. License revenue fell 28% to $17.5M. While maintenance slipped 2.8%, it still represented 47% of revenue in the quarter. The company reported non-GAAP net income of $6.7M.
Epicor added 125 new customers to its base of nearly 21,000 companies in manufacturing, distribution, retail, hospitality, and services. Although the company has a cloud product for retail, it hasn’t released a cloud version of Epicor 9 yet.
QAD: Six new cloud customers, with “20 live customers by year end”
For the second quarter ending July 31, 2009, QAD reported total revenue of $61.3M, down 26.2% from 2Q09. License revenue dropped 41.2% to $6.7M. Maintenance and other revenue contributed $32.1M or nearly 53% of total revenue. The company reported a net loss of $1.4M, including stock compensation expense.
Although QAD didn’t provide data on the number of total new customers, it did say it signed six cloud customers in the quarter, including five U.S. companies and an Australian firm that plans to deploy QAD Enterprise in sites in Australia, Brazil, China, the United States, the UK, and Singapore. A QAD executive said the company plans to have “20 live customers by year end.”
QAD is installed at 6,000 sites. It no longer breaks out the customer count.
NetSuite: 270 new customers
It was a different story at NetSuite. For the second quarter ending June 30, 2009, the company reported total revenue of $40.3M, up 10.3% over the year-earlier period. It had a GAAP net loss of nearly $5M for the quarter. Conversely, it had a non-GAAP net income of $687,000.
In the quarter, NetSuite added 270 new customers to its base of 6,000 accounts. This is up from the 240 new accounts added in the first quarter. If you read the company’s 10-Q, which was filed August 10, 2009, you’ll see that new customers accounted for $11.6M in new revenue. This more than offset the $7.9M decrease in revenue from existing customers and other sources. Half of that was because of a $3.9M drop off in professional services. The balance was attributed to customer churn and other factors, such as the reduction of revenue recognized from the company’s Japanese distribution rights agreement. The latter resulted in a net decline of $0.02 in profitability.
In the filing, the company noted “existing customers’ purchases of additional user subscriptions and modules (or ‘upsell’) largely offset the impact of customer churn and decreases in subscription and support revenues (or ‘downsell’) for existing customers.”
Will cloud adoption force public companies into the arms of private equity?
Even though I’ve only presented one quarter’s worth of data, I also looked at the previous quarter and earlier periods too. Since the start of economic downturn last September, on-premises vendors have been harder hit than their cloud brethren. This is especially true for ERP providers.
While the largest enterprises may be the last to replace their financial applications and the bulk of their ERP systems with a cloud offering, it will happen, but only when the largest vendors endorse it, or companies like NetSuite and Workday are viewed as viable replacement products. The economics for buyers are too compelling, which is a theme we’ll explore in future editions of First Thing Monday.
The publicly-traded vendors have more of a challenge, though. Software as a service and cloud represent entirely different business models. Although this is especially true in the shift from large, upfront deals to subscription fees, it also shows up in the company’s business model.
Look at QAD, for example. In its 2009 annual report, the company noted that it had 1,500 employees, including 625 in services and support, with 400 consultants in 23 countries and 15 support centers. It also noted it had 350 developers in R&D centers in the United States, India, China, Ireland, Australia, and Belgium. Some of this comes courtesy of acquisitions, but how many services and support people, trainers, developers, and sites will QAD need if the new business shifts to mostly cloud sales?
Finally, Epicor and QAD are on the top of many private equity firms’ acquisition wish lists, despite the challenges of actually completing a deal.
Wall Street loves cloud companies
In addition to appealing to customers, there are also shareholders to consider. As I write this, NetSuite has the highest market cap of the three at $882.06M. Epicor is valued at $397.54M, while QAD trails at $132.24M. The valuations are based on the closing price on Thursday, August 27.
Since the first trading day of the year, NetSuite’s share price is up 41.4%, Epicor 26.7%, and QAD 4%.
What do you think?
Are the on-premises vendors too late for the sky? If they continue to ignore the trend or move too slowly, will they find themselves running on empty, or pleading to their physicians, “Doctor, my eyes have seen the years and the slow parade of fears”?
As always, I welcome your feedback and ideas—brichardson@amrresearch. Let’s continue the discussion on my blog, The Future of Enterprise Software.
Finally, please take a look at a new research product from AMR Research, Voice of the Customer. We just published the annual outlook on software spending, with some striking findings.
Showing posts with label Epicor. Show all posts
Showing posts with label Epicor. Show all posts
Friday, August 28, 2009
Tuesday, November 04, 2008
Epicor(R) Announces Epicor 9 Redefines the Enterprise Application Software Experience
Epicor(R) Announces Epicor 9 Redefines the Enterprise Application Software Experience
Next-Generation Enterprise Resource Planning Solution Featuring Epicor True SOA(TM), Uniquely Configurable Global Engines, and Far-Reaching Functionality
LAS VEGAS--(BUSINESS WIRE)--
Epicor Software Corporation (NASDAQ: EPIC), a leading provider of enterprise business software for the midmarket and divisions of Global 1000 companies, unveiled today to nearly 2,000 attendees at its annual customer conference, a unique solution for business with the launch of its next-generation enterprise resource planning (ERP) solution Epicor 9. Leveraging more than 20 years of experience designing and implementing ERP solutions, Epicor is introducing a new approach to the way ERP systems are designed, built, and used.
Expected to be generally available before the end of the year, Epicor 9 will virtually put "ERP everywhere," utilizing Web 2.0 concepts to provide users with a truly collaborative and dynamic enterprise business application experience. Epicor 9 raises technology to a level that delivers unprecedented business management and supports continuous performance improvement through real-time, in-context business insight. At the core of Epicor 9 is an adaptable and collaborative business architecture that satisfies the needs of any enterprise regardless of country, industry, or access device, enabling business anywhere -- business without barriers.
"With Epicor 9, Epicor continues its proven history of innovation with Microsoft technology by working to redefine the enterprise application software experience," said Walid Abu-Hadba, CVP, Developer & Platform Evangelism for Microsoft Corp. "We applaud Epicor for its deep utilization of the Microsoft platform to deliver its next-generation service-based business solutions. These applications offer users tremendous choice for interacting with their enterprise information - through the 2007 Microsoft(R) Office system (Office Outlook(R) 2007, Office Word 2007, and Office Excel(R) 2007), Microsoft Office SharePoint(R) Server 2007, Microsoft Office PerformancePoint Server 2007, Windows Mobile and more. We expect that the combination of Epicor and Microsoft software will enable companies to drive greater efficiencies and create new business value as users are empowered to work smarter and faster."
Business Management
With proven success in developing and delivering service-oriented enterprise applications used by thousands of companies around the world today, Epicor has converged the best of its offerings into this next-generation superset release. Encompassing the robust functionality, global footprint and industry expertise of Epicor's existing ERP suites, the release takes business management and control to the next level by extending reach, synergy, and visibility to the organization and its trading partners.
Specifically, Epicor features numerous essential embedded capabilities that manage the flow of processes right across the enterprise. This approach to core functionality, typically provided in other systems through after-the-fact integration or third party add-ons, includes customer relationship management (CRM), supplier relationship management (SRM), advanced planning and scheduling (APS), business process management (BPM), governance, risk and compliance (GRC), product configuration, field service and more. Additionally, integral support for master data management (MDM) and what Epicor terms Global Business Management lets businesses virtualize their enterprise across plants, warehouses, sites, trading partners, companies, countries, and hardware, keeping everything synchronized in real time.
Business Insight
Epicor has responded to the needs of today's businesses, who finding that it is no longer enough to respond retroactively to trends uncovered by complex business intelligence tools all too often removed from the point of decision and managed and used by a select few, are seeking better solutions.
Today's information workers require decision support in real time, and they want it deployed in the tools they already use, day in and day out. Epicor Enterprise Performance Management (EPM) removes the barriers to better business insight through a combination of intuitive enterprise search-based user experiences, user-driven key performance indicators (KPIs), role-based interactive dashboards, and pre-packaged analytics delivered in context that have real meaning to the user and add real value to the business.
Business Architecture
Epicor's breakthrough enterprise business solution has been designed for growing companies in domestic and global markets, and is built on a second-generation service-oriented architecture (SOA) which Epicor announced earlier this year, Epicor Internet Component Environment (ICE) 2.0. The backbone of Epicor's next-generation ERP solutions, Epicor ICE, fuses modern Web 2.0 technologies with Epicor True SOA(TM) to deliver an enabling business architecture that offers new levels of flexibility, usability, and agility in support of application-to-application integration and business-to-business collaboration.
What makes Epicor True SOA(TM) different is the way that all client code, as well as application business logic, is delivered as self-describing business services, offering a tremendous step forward in the creation of productive user experiences. Part of Epicor True SOA(TM) is the Epicor Everywhere(TM) Framework, a unique technology that stores all user interface attributes as XML metadata. This permits Epicor applications to run as smart clients or Web clients or on mobile devices, all from the same source code. Because it all starts from the same metadata, customization and user personalization remains intact, whatever the user interface.
Business Anywhere
The tools that people use to conduct business today have changed. Business is everywhere, business is real-time, and business is always online. Epicor understands that the Internet and ubiquitous mobility play an essential part in the daily lives of the information-hungry global economy. The world has changed and with Epicor 9, ERP has too.
Featuring a unique global engine design approach, Epicor 9 offers a comprehensive configurable ERP platform and global footprint that's ready for deployment anywhere. The initial release is expected to support over 20 languages and countries, with rapid expansion planned to the world's principle markets in more than 40 countries in the Americas, EMEA, and the Asia Pacific Rim.
Enabled by the Epicor Everywhere(TM) Framework and targeted use of modern consumer Web concepts, Epicor next-generation applications can be accessed via a range of mobile devices, such as Windows Mobile(R), Symbian, BlackBerry(R), and the Apple iPhone(TM) for wireless business. Additionally, Epicor Enterprise Performance Management (EPM) can also be deployed direct to mobile devices and includes full search capabilities to rapidly find and drill down to applicable data.
Securing IT Investments - Protect, Extend, Converge
For both existing and prospective customers, this is just the next step in Epicor's "protect, extend, and converge" strategy, enabling them to leverage the latest technology at their own pace. The next generation will expand on the Epicor solutions that customers have trusted to run and grow their businesses for many years. Because Epicor next-generation solutions are based on componentized business architecture, Epicor ICE, customers are able to leverage extended applications like Epicor Information Worker, Epicor Portal, and Epicor Service Connect today with their existing Epicor solution, enabling them to start taking advantage of service-oriented applications before they move up to the next-generation release.
Epicor 9 is the culmination of a well-defined strategy, which at the same time supports current customer investments while keeping the technology moving forward. Bruce Richardson, chief research officer of AMR Research, commented in a recent article that "getting to one brand obviously offers the potential for greater efficiencies in sales, marketing, consulting and services, and product development."(1)
Keeping Pace with Business Requirements
Epicor will empower companies to select the fundamental options that are right for their business--choosing whether to deploy on-premise, single-tenant hosted, or multi-tenant Software as a Service (SaaS), Windows-based or Web-based, centralized or decentralized, end-to-end or individual suites. Customers can also choose how to configure the application suites to best fit and improve business processes. End users can choose several options for interacting with their ERP system: using the standard application forms, through Microsoft(R) Office applications, through Internet and intranet portal pages or composite applications, using a search engine, taking RSS feeds, and from mobile devices.
"Epicor next-generation enterprise applications represent a game-changing opportunity for business," said Thomas Kelly, president and CEO of Epicor. "Epicor 9 is unparalleled because it is designed for the way people work today, is built for business, and is ready for change. Our strategy is to provide both new and existing customers with unprecedented flexibility and choice. It's about delivering business without barriers."
About Epicor Software Corporation
Epicor is a global leader dedicated to providing integrated enterprise resource planning (ERP), customer relationship management (CRM), supply chain management (SCM) and professional services automation (PSA) software solutions to the midmarket and divisions of Global 1000 companies. Founded in 1984, Epicor serves over 20,000 customers in more than 140 countries, providing solutions in over 30 languages. Employing innovative service-oriented architecture (SOA) and Web services technology, Epicor delivers end-to-end, industry-specific solutions for manufacturing, distribution, retail, hospitality and services that enable companies to drive increased efficiency, improve performance and build competitive advantage. Epicor solutions provide the scalability and flexibility to meet today's business challenges, while empowering enterprises for even greater success tomorrow. Epicor offers a comprehensive range of services with its solutions, providing a single point of accountability to promote rapid return on investment and low total cost of ownership. Epicor's worldwide headquarters are located in Irvine, California with offices and affiliates around the world. For more information, visit www.epicor.com.
Epicor is a registered trademark of Epicor Software Corporation. Other trademarks referenced are the property of their respective owners. The product and service offerings depicted in this document are produced by Epicor Software Corporation.
FORWARD LOOKING STATEMENTS: This document includes descriptions of product functionality that is not presently available. This press release contains certain statements which may constitute forward-looking statements under the Private Securities Litigation Reform Act of 1995. These forward-looking statements include statements regarding future product releases, revenues, cash flows, growth prospects, installed base of customers, the launch of Epicor 9 and other statements that are not historical fact. These forward-looking statements are based on currently available competitive, financial and economic data together with management's views and assumptions regarding future events and business performance at the time the statements are made and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include but are not limited to changes in the demand for Epicor's products; the timely availability and market acceptance of new products and upgrades; the impact of competitive products and pricing; the discovery of undetected software errors; changes in the financial condition of Epicor's customers; and other factors discussed in Epicor's annual report on Form 10-K for the year ended December 31, 2007 and quarterly report on Form 10-Q for the quarter ended June 30, 2008. As a result of these factors the business or prospects expected by Epicor as part of this announcement may not occur. Epicor undertakes no obligation to revise or update publicly any forward-looking statements.
(1) Source: AMR Research, First Thing Monday: "Epicor 9: The Accomplishment that Eluded Microsoft and Oracle" (Sept. 8, 2008)
Source: Epicor Software Corporation
Next-Generation Enterprise Resource Planning Solution Featuring Epicor True SOA(TM), Uniquely Configurable Global Engines, and Far-Reaching Functionality
LAS VEGAS--(BUSINESS WIRE)--
Epicor Software Corporation (NASDAQ: EPIC), a leading provider of enterprise business software for the midmarket and divisions of Global 1000 companies, unveiled today to nearly 2,000 attendees at its annual customer conference, a unique solution for business with the launch of its next-generation enterprise resource planning (ERP) solution Epicor 9. Leveraging more than 20 years of experience designing and implementing ERP solutions, Epicor is introducing a new approach to the way ERP systems are designed, built, and used.
Expected to be generally available before the end of the year, Epicor 9 will virtually put "ERP everywhere," utilizing Web 2.0 concepts to provide users with a truly collaborative and dynamic enterprise business application experience. Epicor 9 raises technology to a level that delivers unprecedented business management and supports continuous performance improvement through real-time, in-context business insight. At the core of Epicor 9 is an adaptable and collaborative business architecture that satisfies the needs of any enterprise regardless of country, industry, or access device, enabling business anywhere -- business without barriers.
"With Epicor 9, Epicor continues its proven history of innovation with Microsoft technology by working to redefine the enterprise application software experience," said Walid Abu-Hadba, CVP, Developer & Platform Evangelism for Microsoft Corp. "We applaud Epicor for its deep utilization of the Microsoft platform to deliver its next-generation service-based business solutions. These applications offer users tremendous choice for interacting with their enterprise information - through the 2007 Microsoft(R) Office system (Office Outlook(R) 2007, Office Word 2007, and Office Excel(R) 2007), Microsoft Office SharePoint(R) Server 2007, Microsoft Office PerformancePoint Server 2007, Windows Mobile and more. We expect that the combination of Epicor and Microsoft software will enable companies to drive greater efficiencies and create new business value as users are empowered to work smarter and faster."
Business Management
With proven success in developing and delivering service-oriented enterprise applications used by thousands of companies around the world today, Epicor has converged the best of its offerings into this next-generation superset release. Encompassing the robust functionality, global footprint and industry expertise of Epicor's existing ERP suites, the release takes business management and control to the next level by extending reach, synergy, and visibility to the organization and its trading partners.
Specifically, Epicor features numerous essential embedded capabilities that manage the flow of processes right across the enterprise. This approach to core functionality, typically provided in other systems through after-the-fact integration or third party add-ons, includes customer relationship management (CRM), supplier relationship management (SRM), advanced planning and scheduling (APS), business process management (BPM), governance, risk and compliance (GRC), product configuration, field service and more. Additionally, integral support for master data management (MDM) and what Epicor terms Global Business Management lets businesses virtualize their enterprise across plants, warehouses, sites, trading partners, companies, countries, and hardware, keeping everything synchronized in real time.
Business Insight
Epicor has responded to the needs of today's businesses, who finding that it is no longer enough to respond retroactively to trends uncovered by complex business intelligence tools all too often removed from the point of decision and managed and used by a select few, are seeking better solutions.
Today's information workers require decision support in real time, and they want it deployed in the tools they already use, day in and day out. Epicor Enterprise Performance Management (EPM) removes the barriers to better business insight through a combination of intuitive enterprise search-based user experiences, user-driven key performance indicators (KPIs), role-based interactive dashboards, and pre-packaged analytics delivered in context that have real meaning to the user and add real value to the business.
Business Architecture
Epicor's breakthrough enterprise business solution has been designed for growing companies in domestic and global markets, and is built on a second-generation service-oriented architecture (SOA) which Epicor announced earlier this year, Epicor Internet Component Environment (ICE) 2.0. The backbone of Epicor's next-generation ERP solutions, Epicor ICE, fuses modern Web 2.0 technologies with Epicor True SOA(TM) to deliver an enabling business architecture that offers new levels of flexibility, usability, and agility in support of application-to-application integration and business-to-business collaboration.
What makes Epicor True SOA(TM) different is the way that all client code, as well as application business logic, is delivered as self-describing business services, offering a tremendous step forward in the creation of productive user experiences. Part of Epicor True SOA(TM) is the Epicor Everywhere(TM) Framework, a unique technology that stores all user interface attributes as XML metadata. This permits Epicor applications to run as smart clients or Web clients or on mobile devices, all from the same source code. Because it all starts from the same metadata, customization and user personalization remains intact, whatever the user interface.
Business Anywhere
The tools that people use to conduct business today have changed. Business is everywhere, business is real-time, and business is always online. Epicor understands that the Internet and ubiquitous mobility play an essential part in the daily lives of the information-hungry global economy. The world has changed and with Epicor 9, ERP has too.
Featuring a unique global engine design approach, Epicor 9 offers a comprehensive configurable ERP platform and global footprint that's ready for deployment anywhere. The initial release is expected to support over 20 languages and countries, with rapid expansion planned to the world's principle markets in more than 40 countries in the Americas, EMEA, and the Asia Pacific Rim.
Enabled by the Epicor Everywhere(TM) Framework and targeted use of modern consumer Web concepts, Epicor next-generation applications can be accessed via a range of mobile devices, such as Windows Mobile(R), Symbian, BlackBerry(R), and the Apple iPhone(TM) for wireless business. Additionally, Epicor Enterprise Performance Management (EPM) can also be deployed direct to mobile devices and includes full search capabilities to rapidly find and drill down to applicable data.
Securing IT Investments - Protect, Extend, Converge
For both existing and prospective customers, this is just the next step in Epicor's "protect, extend, and converge" strategy, enabling them to leverage the latest technology at their own pace. The next generation will expand on the Epicor solutions that customers have trusted to run and grow their businesses for many years. Because Epicor next-generation solutions are based on componentized business architecture, Epicor ICE, customers are able to leverage extended applications like Epicor Information Worker, Epicor Portal, and Epicor Service Connect today with their existing Epicor solution, enabling them to start taking advantage of service-oriented applications before they move up to the next-generation release.
Epicor 9 is the culmination of a well-defined strategy, which at the same time supports current customer investments while keeping the technology moving forward. Bruce Richardson, chief research officer of AMR Research, commented in a recent article that "getting to one brand obviously offers the potential for greater efficiencies in sales, marketing, consulting and services, and product development."(1)
Keeping Pace with Business Requirements
Epicor will empower companies to select the fundamental options that are right for their business--choosing whether to deploy on-premise, single-tenant hosted, or multi-tenant Software as a Service (SaaS), Windows-based or Web-based, centralized or decentralized, end-to-end or individual suites. Customers can also choose how to configure the application suites to best fit and improve business processes. End users can choose several options for interacting with their ERP system: using the standard application forms, through Microsoft(R) Office applications, through Internet and intranet portal pages or composite applications, using a search engine, taking RSS feeds, and from mobile devices.
"Epicor next-generation enterprise applications represent a game-changing opportunity for business," said Thomas Kelly, president and CEO of Epicor. "Epicor 9 is unparalleled because it is designed for the way people work today, is built for business, and is ready for change. Our strategy is to provide both new and existing customers with unprecedented flexibility and choice. It's about delivering business without barriers."
About Epicor Software Corporation
Epicor is a global leader dedicated to providing integrated enterprise resource planning (ERP), customer relationship management (CRM), supply chain management (SCM) and professional services automation (PSA) software solutions to the midmarket and divisions of Global 1000 companies. Founded in 1984, Epicor serves over 20,000 customers in more than 140 countries, providing solutions in over 30 languages. Employing innovative service-oriented architecture (SOA) and Web services technology, Epicor delivers end-to-end, industry-specific solutions for manufacturing, distribution, retail, hospitality and services that enable companies to drive increased efficiency, improve performance and build competitive advantage. Epicor solutions provide the scalability and flexibility to meet today's business challenges, while empowering enterprises for even greater success tomorrow. Epicor offers a comprehensive range of services with its solutions, providing a single point of accountability to promote rapid return on investment and low total cost of ownership. Epicor's worldwide headquarters are located in Irvine, California with offices and affiliates around the world. For more information, visit www.epicor.com.
Epicor is a registered trademark of Epicor Software Corporation. Other trademarks referenced are the property of their respective owners. The product and service offerings depicted in this document are produced by Epicor Software Corporation.
FORWARD LOOKING STATEMENTS: This document includes descriptions of product functionality that is not presently available. This press release contains certain statements which may constitute forward-looking statements under the Private Securities Litigation Reform Act of 1995. These forward-looking statements include statements regarding future product releases, revenues, cash flows, growth prospects, installed base of customers, the launch of Epicor 9 and other statements that are not historical fact. These forward-looking statements are based on currently available competitive, financial and economic data together with management's views and assumptions regarding future events and business performance at the time the statements are made and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include but are not limited to changes in the demand for Epicor's products; the timely availability and market acceptance of new products and upgrades; the impact of competitive products and pricing; the discovery of undetected software errors; changes in the financial condition of Epicor's customers; and other factors discussed in Epicor's annual report on Form 10-K for the year ended December 31, 2007 and quarterly report on Form 10-Q for the quarter ended June 30, 2008. As a result of these factors the business or prospects expected by Epicor as part of this announcement may not occur. Epicor undertakes no obligation to revise or update publicly any forward-looking statements.
(1) Source: AMR Research, First Thing Monday: "Epicor 9: The Accomplishment that Eluded Microsoft and Oracle" (Sept. 8, 2008)
Source: Epicor Software Corporation
Friday, October 31, 2008
Epicor(R) Announces Support for Microsoft(R) Cloud Services Initiatives
Epicor ’s Next Generation Business Applications to Take Full Advantage of Microsoft Cloud Computing
ERP Update: Epicor, QAD, and SAP
It was a busy week for Epicor. The company posted earnings, turned down a takeover bid, and became the first ERP vendor to support Microsoft’s new Azure cloud-computing system. Here’s a look at all that news, plus an update on the Epicor 9 beta program, highlights from our briefing with QAD’s CEO Pam Lopker, and insights on a new set of products from SAP.
Wednesday, September 10, 2008
One on One With the CEOs of Business Objects and Epicor | AMR Research
One on One With the CEOs of Business Objects and Epicor | AMR Research
One on One With the CEOs of Business Objects and Epicor
by Bruce Richardson
I recently spent a few days traversing the Golden State of California. While there, I met with the CEOs of Business Objects, E2open, Epicor, and Intellicorp as well as executives from four other interesting software and technology firms. Because of time and space limitations, our analysis will be distributed over the next few weeks.
During the meeting with Business Objects’ John Schwarz, my first question was: “What’s it like to be part of SAP?” My last question was a request for a sneak preview of his product plans for the next 12 months. You can read his answers and get all of our analysis at the First Thing Monday blog: Life With SAP: My Conversation With Business Object’s John Schwarz.
As for Epicor, this was my first meeting with Tom Kelly. He was named president and CEO of this midsize ERP vendor last February. Our meeting focused primarily on the impending release of Epicor 9. In my view, his company has done what Microsoft and Oracle once dreamed of: melding the best of their multiple offerings into a single, brand-new code base. For a closer look, we have the full story on our blog: Epicor 9: The Accomplishment That Eluded Microsoft and Oracle.
One on One With the CEOs of Business Objects and Epicor
by Bruce Richardson
I recently spent a few days traversing the Golden State of California. While there, I met with the CEOs of Business Objects, E2open, Epicor, and Intellicorp as well as executives from four other interesting software and technology firms. Because of time and space limitations, our analysis will be distributed over the next few weeks.
During the meeting with Business Objects’ John Schwarz, my first question was: “What’s it like to be part of SAP?” My last question was a request for a sneak preview of his product plans for the next 12 months. You can read his answers and get all of our analysis at the First Thing Monday blog: Life With SAP: My Conversation With Business Object’s John Schwarz.
As for Epicor, this was my first meeting with Tom Kelly. He was named president and CEO of this midsize ERP vendor last February. Our meeting focused primarily on the impending release of Epicor 9. In my view, his company has done what Microsoft and Oracle once dreamed of: melding the best of their multiple offerings into a single, brand-new code base. For a closer look, we have the full story on our blog: Epicor 9: The Accomplishment That Eluded Microsoft and Oracle.
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