Analyst Perspectives

I recently met with Infor’s management team, led by CEO Charles Phillips. Phillips joined Infor in October 2010 after leaving Oracle, taking several other executives with him, including Duncan Angove, now president of Infor, and Pam Murphy, now the COO. In addition to the changes in the executive suite, Soma Somasundaram, who had been at Infor and its predecessor companies since 1995, became EVP in charge of R&D. A private company, Infor had been keeping a low profile for the past several...

In a move to invigorate adoption of its cloud computing and talent management applications, SAP has announced its intent to acquire SuccessFactors – a deal valued at US$3.4 billion . SAP’s years of development and business efforts have produced only mediocre results in customer growth and revenue in cloud computing for human capital management comparably to its expectations and others in the market. In a teleconference SAP and SuccessFactors executives hyped the potential of the combined...

I just attended the first-ever analyst summit (Twitter #SumAS11) of SumTotal Systems to learn more about the company’s people and products since my in-depth analysis from earlier in the year. This key player in the business applications market offers a portfolio of applications in HRMS, workforce management and talent management, pieced together over several years with financing from its owner, Vista Equity Partners. This has been a busy year, asSumTotal acquired GeoLearning, Accero and...

As Workday continues to expand and the likelihood of its IPO becomes a more frequent topic of discussion, so does the movement of ERP systems to the cloud. Thus far, only a minority of companies have chosen to put their ERP and accounting systems in the cloud, but the numbers are growing and there’s evidence of success. NetSuite, for example, reported a 26 percent increase in its revenues to $145 million in the nine months up to Sept. 30, 2011. To be sure, this is not close to Salesforce.com’s...

Back in the old days (20 years ago or so) companies that wanted to expand or update their telephone systems had to do what was called a “forklift migration.” In other words, they had to remove big, heavy and very expensive boxes of electronics from an equipment room and replace them with newer big, heavy and very expensive boxes. The process of adding, deleting or changing people, offices and phone numbers was equally burdensome and costly. This all seems quaint now because digital telephony...

While Europeans have long had to adapt to working in many languages, currencies and legal jurisdictions, a generation ago most midsize companies in the United States did all their business in their home country and in U.S. dollars. Today, though, the relentless globalization of the world economy means that an increasing number of midsize companies in North America are functionally multinational and face the challenges of managing a more complex and demanding accounting and financial management...

The hospitality industry has a complex structure. It is highly fragmented, with many small operations but also a significant number of global companies. Moreover, a property can be managed by one company (the brand name over the door) yet owned by another, which might be a one-off local real-estate partnership or a larger-scale owner of multiple sites. The consumer side of hospitality has its own challenges as well, resulting from the dramatic shifts brought about by the Internet in how people...

On August 2, Infor launched its next generation of products for customer relationship management (CRM), which are built on its Interaction Advisor that in May I called “its CEM surprise.” At the time it was clear that Interaction Advisor was a platform on which Infor could build a series of innovative products. I didn’t expect the first of them to be just around the corner.

The advent of cloud computing and renting of applications has provided another realm of opportunity for applications software vendors. Infor, which already is the third-largest in the world, is taking advantage of it. Infor announced Infor24, an initiative to bring its role-based applications into the cloud. It will use the Infor ION platform that supports other new Infor applications, including one for hospitality that my colleague recently discussed (See: “Infor Simplifies Hospitality...