When I began my journey with SolutioNXT in late 2011/ early 2012, I started out with a hypothesis that the emerging “cloud” build-out will provide the basis to dis-aggregate the – monolithic/unified enterprise solution powered by the same data model – story . This story has been a staple for all existing enterprise powerhouses, resulting also in fairly complex multi-year adoption cycles. I also envisaged that such dis-aggregated solutions would converge around 2 operational towers (either customer or business operations) as well as foundational infrastructure driven for e.g. by Salesforce, AWS EC2, VMware Cloudfoundry (now Pivotal) , Workday or potentially a Hybrid cloud platform coming from an SAP or Oracle stable. I of course, missed out on Microsoft, the elephant in the room.
Here is a schematic view of my original thoughts
Today, as a participant within one such power-house ( SAP), I decided to step back and review how the landscape is shaping up.
In pure-play cloud infrastructure what appeared to be a race between AWS and perhaps Google Cloud Engine, has clearly evolved into an AWS vs Microsoft Azure play. But in terms of diversity of applications and solutions as well as tool sets , nothing compares to AWS.
On propreitary cloud ecosystems , clearly no ecosystem is as dominant as Salesforce although Oracle with its Netsuite acquisition seems to be upping the game and SAP brings a multi-solution portfolio into the mix with its Business Network Services and SAP Cloud Platform. The Microsoft Azure/.net /Dynamic ecosystem spans this segment as well.
Importantly what about solutions focused on specific business processes? That is where the magic shall start to unveil with players such as Apttus,vlocity , xactly , SAP FieldGlass, SAP Concur etc.
In my next post, I will review these players juxtaposing the operational towers they fall into with the foundational infrastructure. We may gain some interesting insights.
Safe harbour statement: The content in these blogs are entirely my own opinion.