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  Founded in 2003 and headquartered in San Francisco, California, Docusign went public in 2018. Financial Notes: DocuSign experienced tremendous growth due to the work-at-home environment – demand has slowed. YoY stock was trading in January of 2022 at $144/share – one year later it’s trading at $56/share or 62% drop In June 2022, their Q1 2023 earnings, missed expectations and stock dropped 24% Also in June, CEO Dan Springer departed with Chairman Maggie Wilderotter assuming interim role September 2022 – named Allan Thygesen ex-Google Executive as new CEO for read more follow the  link .

  Introduction Increasingly, we are seeing NetSuite encroach into the enterprise space. What was once thought of as a web-based mini-ERP for SMBs is now a serious platform contender for major organizations.  NetSuite Customers Companies such as Accenture, Audi, Bearing Point, The Boston Globe, Ceridian, Cornerstone, Kronos, Nestlé, Siemens, SoftwareAG, Solar Winds, T-Mobile, Tableau, and Wells Fargo all use NetSuite. NetSuite claims to be the #1 Cloud-based ERP, offering a unified suite of web-based applications that encompasses HR, ERP, CRM, SCM, PSA, eCommerce, Marketing Automation, and Financials, among other areas. As a cloud-native platform, NetSuite has been built from the ground up with an integrated suite of applications that seeks to automate core processes and provide real-time insights into operational and financial performance, enabling faster and better decisions resulting in improved business performance. The biggest complaint we hear from NetSuite customers is t...

  In 2019, we called out   Splunk   as a disruptive supplier (with a specific focus on security in the financial services industry) in our “Thrive Ultimatum” Series as one of the Top 10 Disruptive Technologies to watch. In 2021, we named  Splunk  as the #2 technology supplier to watch — largely predicated on its growth in the enterprise space as a tool for searching, monitoring, and otherwise deciphering the growing amount of machine-generated data via its slick web-style interface. for read more follow the  link

  Coupa’s rise in the SaaS Business Spend Management sector has been impressive since its founding in 2006. Since its stock traded at an all-time high in 2021 at over $350/share, it’s been a rocky road for the company. In a market with greater competition and an economy putting inflationary pressure on companies, Coupa has found both its market cap and stock price plummeting since that high water mark. Since the very start of 2022, Coupa has been targeted as a potential acquisition, and as of this week – that’s what happened with Private Equity firm Thoma Bravo has agreed to an $8B takeover. for read more follow the link .

  Workday has become ‘the rock’ of the HCM market and has been for some time.  Like so many others, Workday started out as the small innovator and market disruptor and has become the standard by which HCM software is measured.  They deservedly earned this moniker as they continued (for the most part) their spirit of rapid innovation coupled with operating stability that their customers could rely on.  IF Workday said they were going to deliver, they usually did. You might say they have gained in certain circles the same moniker that IBM once held (but no longer) in their heyday which was ‘No one ever got fired for hiring IBM’.  But we have to ask ourselves, is Workday reaching an inflection point similar to IBM’s where they enter a stage of being the dinosaur company that relies on past achievements to solidify revenue and lock up customers rather than win them over with new and innovative software? for Read more  click here .

  A rigorous assessment of the business objectives and a well-defined migration plan are critical to realize the benefits of moving IT activities from your legacy on-premises infrastructure to a public cloud provider.   Any technical gap or delay in cloud migration will erode the economics and benefits of the cloud with unexpected expenses and performance issues. for Read more  click here .

SAP CEO Christian Klein is in a tough spot, trying to minimize the damage of a brand that has lost ground to competitors who have better adapted to the new reality of cloud computing. This exposure has been amplified during the global pandemic and has negatively impacted SAP’s profitability in a time when other companies are prospering due to customers’ increased dependency on technology and automation. In an attempt to remedy these challenges and re-focus his brand, Klein is promoting a new program for ‘business transformation as a service’, dubbed “RISE with SAP”. SAP plans to migrate your ERP to its cloud, promising to   improve and speed your digital transformation efforts , while saving you money in the process. But is SAP’s offer to help you save 20% legitimate, or does SAP’s RISE ambitions better describe their aspirations about your annual outlays to SAP? for Read more  click here