deal architect

Burning Platform: Industry Clouds

In the 43th episode of the series  we have Jujhar Singh, Executive Vice President & General Manager, Salesforce Industry Clouds.

Salesforce has had significant vertical momentum, especially in the last year. See my interview with Neeracha Taychakhoonavudh last May, my Analyst Cam posts from their Summit last June where they showcased 12 "industry cloud" tracks - Part 1, Part 2 , Part 3 and my October note about Salesforce's "acrobatics"

Jujhar Singh does an amazingly rapid-fire update across many of those industries in the video below.

Bob Evans of Cloud Wars recently placed Salesforce as # 1 in his listing of Industry Clouds. He used revenues, vision and other rating factors.

I was already convinced of Salesforce vertical momentum last year, and Jujhar reinforced it this week, so I agree with Bob for 3 additional reasons

1. Salesforce's industry functionality is in a multi-tenant cloud. Most of the other vendor industry functionality and customer bases are still largely on-prem or in private clouds and other single tenant settings
2. Salesforce functionality reflects a more modern state of industries. Most other vendor industry functionality was developed over a decade ago or even further back and has been updated only mildly - spray painted as I like to call it. Their industry apps looked dated before 2020. With the pandemic forcing so many changes (see the many episodes of industry specific interviews I did in this series last year) many of their industry offerings look outright ancient now. 
3. Salesforce has leveraged vertical application partners on its platform better than the others (and frankly, I would like them to do even better with these focused partners) - with players like Veeva, nCino, Vlocity and many others

Jujhar invited my audience to this year's Industry Summit coming up in  June. I would highly encourage it - you can register here 

The Analyst Cam: Acadian Ventures

As we have moved to virtual briefings, I have increasingly been excerpting short segments (with permission), as part of my Analyst Cam series.

This time it is Jason Corsello who presents on his fund Acadian Ventures, an early-stage venture firm investing in "future of work" - the talent/HCM part of that rapidly changing world especially after the turmoil of 2020.

I have known Jason for years both as an industry analyst, and then in his role as an executive at Cornerstone OnDemand.

He is very well connected in HCM world and it shows in the portfolio he has already invested in, and in the limited partners/advisory board he has put together.

Burning Platform: Work Anywhere - Tertiary Towns and Rural Revival

In the 42nd episode of the series we have Raju Vegesna of Zoho Software.

While the COVID-19 pandemic and related WFH protocols have turned many of us into recluses, the big realization is you can WFA - as in Anywhere. We have seen an significant acceleration in relocations - for tax, weather, safety, many other reasons. We had Mark Brooks who has been working and living for ages across the world - Shanghai, Bali, Malta, now Dubai. Next, we had Tammie Hilend, CIO at the space tech company, Maxar who discussed how she has done her demanding job on the road in her RV 

Zoho has long had a very different approach to talent - they build it versus buying it from other companies or prestigious universities. They have long located themselves in secondary cities in Japan, Netherlands, Mexico, the US. The CEO, Sridhar Vembu has long had a passion for Rural Revival - see my interview with him last year after he relocated from Silicon Valley to rural India. 

Raju describes their move from Pleasanton, CA to Austin, TX. Quality of life and cost of living for employees are far more important to him than universities and airports are to other companies. Now, with Austin attracting so many other companies, he describes how they are shifting focus to even smaller towns in Texas and even more so in India.

In keeping with the rural revival theme, even the Austin location has become more of an organic, employee-nurtured farm.

He compares this distributed talent model to the move we have seen in computing - from a centralized, mainframe to a network model.

It is a fascinating conversation. He readily admits they don't have all the answers or that it will work for others, but post-pandemic, if we all don't explore such models and changes in lifestyle shame on us.

Coding + Farming just may be a winning combination!

Analyst Cam: Unit4 ERPx Briefing Part 2

As we have moved to virtual vendor briefings, I have increasingly been excerpting short video segments (with permission from vendors), as part of my Analyst Cam series. 

Below is Part 2 of the presentation, Dmitri Krakovsky, Chief Product Officer of Unit4 made about the rollout of the ERPx version announced last October. Part 1 ran yesterday here. 

Burning Platform: More work from Anywhere

In the 41st episode of the series we have Tammie Hilend, CIO of Maxar Technologies

While the COVID-19 pandemic and related WFH protocols have turned many of us into recluses, the big realization is you can WFA - as in Anywhere. We have seen an significant acceleration in relocations - for tax, weather, safety, many other reasons. Couple of weeks ago, we had Mark Brooks who has been working and living for ages across the world - Shanghai, Bali, Malta, now Dubai.

This time is Tammie Hilend who has been working from her RV as she travels around the US. Her company, Maxar is in space technology. Her COO, Jeff Robertson had presented at the start of the pandemic last year about the complex protocols they had to consider during the lockdowns especially when it comes to some of their sensitive, classified work.

Tammie describes her personal experience managing her demanding job from the road. With Starlink and many of Maxar's telecom customers generating excitement about satellite internet, it is timely to hear about her bandwidth around the road. As she says, managing around extreme weather has been more of challenge.

She also describes how in her other role managing facilities they are reimagining their "future of work" including work locations and hybrid formats.

It is a fascinating conversation. Toto, I've a feeling we're not in Kansas anymore. We can ALL be digital nomads.

Analyst Cam: Unit4 ERPx Briefing

As we have moved to virtual vendor briefings, I have increasingly been excerpting short video segments (with permission from vendors), as part of my Analyst Cam series. 

Dmitri Krakovsky, Chief Product Officer of Unit4 spent a generous hour briefing me about the rollout of the ERPx version announced last October. I am running Part 1 today and Part 2 tomorrow.

Dmitri starts with an update on the TA Associates investment in Unit4 with a valuation in excess of $ 2 billion.

Several things I liked in the presentation

• The new architecture reflects the seismic changes in the industry since Unit4 launched its first gen cloud in 2017 - lot more focus on microservices, ML etc. From a user point pov, there are digital assistants, smart automation, instant mini apps and a lot more mobility. You can see a lot of his influence from recent time at Google.

• There is a lot more thought on migrations and upgrades. His Intuit background shows up in a lot more user controlled destiny versus dependence on IT or SIs.

• I like that the first 15 early adopters are a microcosm of Unit4's global differentiation and focus on services verticals like nonprofits, higher education etc. I particularly liked the portion around industry specific "mesh" architecture.

Next up - hope to interview some of the early adopter customers.  Well, Part 2 before that, tomorrow.  

 

Burning Platform: The future of "as a service"

In the 39th (yesterday) and 40th (today) episode of the series  we have Phil Wainewright of Diginomica and Jeff Kaplan of THINKstrategies, two of the pioneering influencers in the SaaS/cloud marketplace.

In part 2 below we talk about how business models are evolving and how servitization has become a significant trend in every industry vertical, not just in enterprise technology - as Phil calls it Everything as a Service.

In part 1 yesterday we had taken a walk down memory lane on how the SaaS, cloud infrastructure and platform economies have evolved over the last 25 years.

Burning Platform: 25 years of "as a service"

In the 39th (today) and 40th (tomorrow) episode of the series  we have Phil Wainewright of Diginomica and Jeff Kaplan of THINKstrategies, two of the pioneering influencers in the SaaS/cloud marketplace.

In part 1 below, we take a walk down memory lane on how the SaaS, cloud infrastructure and platform economies have evolved over the last 25 years.

In part 2 tomorrow we will talk about how business models are evolving, new entrants, and how servitization has become a significant trend in every industry vertical, not just in enterprise technology.

Burning Platform: Digital Nomads

In the 38th episode of the series we have Mark Brooks, CEO of Courtland Brooks.

While the COVID-19 pandemic and related WFH protocols have turned many of us into recluses, the big realization is you can WFA - as in Anywhere. We have seen an significant acceleration in relocations - for tax, weather, safety, many other reasons.

Mark Brooks has been working and living for ages across the world - in Shanghai, Bali, Malta, now Dubai. He explains his checklist on how he decides on places to call office and home for his family. He also describes the creative way he does virtual schooling for his daughters with tutors from around the world.

He also spends some time on his specialty - advising dating sites and how technology keeps helping that sector continue to grow at a nice pace and how those technologies will affect the future of work for all of us

It is a fascinating conversation. And one for employers and politicians everywhere to factor. People do vote with their feet. And their choices keep expanding around the world