Mark Smith's Analyst Perspectives

SAP HANA is Technology Platform of Choice for SAP

Posted by Mark Smith on May 21, 2013 10:05:53 AM

At this year’s annual SAP user conference, SAPPHIRE, the technology giant showed advances in its cloud and in-memory computing efforts. It has completed the migration of its conventional application suite and portfolio of tools to operate on SAP HANA, its in-memory computing platform, and made improvements in its cloud computing environment, SAP HANA Enterprise Cloud. The last time I analyzed SAP HANA was when it won our firm’s 2012 Overall IT Technology Innovation Award. Now HANA has been transitioned from just a database technology into a broad platform. SAP wisely consolidated its efforts previously known as SAP NetWeaver into SAP HANA. This resolves some confusion regarding HANA and NetWeaver in the cloud, which I assessed. The recently announced SAP HANA Platform now provides the enterprise class of HANA implementation in the cloud. It comes with a trial edition of the data and visual discovery technology now called SAP Lumira, whose price has been reduced to encourage adoption (and which I discuss more below). The use of in-memory databases for big data is accelerating: According to our technology innovation research, 22 percent of organizations are planning to use this technology over the next two years, and through 2015 it will have a higher growth rate than other approaches.

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Topics: Big Data, Predictive Analytics, SAP, Social Media, Teradata, Mobile Technology, Operational Performance Management (OPM), Business Analytics, Business Collaboration, CIO, Cloud Computing, Governance, Risk & Compliance (GRC), HP, Business Intelligence (BI), Business Performance Management (BPM), CFO, CMO, Customer Performance Management (CPM), Financial Performance Management (FPM), Information Applications (IA), Information Management (IM), SAP EPM, SAP HANA, SAP Lumira, SAPPHIRE, Supply Chain Performance Management (SCPM), Tagetik, Workforce Performance Management (WPM)

Can We Trust Hewlett-Packard?

Posted by Mark Smith on Aug 19, 2011 1:53:22 PM

Just when it seemed that Hewlett-Packard’s new management team led by CEO Leo Apotheker had a growing and solidifying technology agenda that included mobile computing, yesterday it all changed.

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Topics: Social Media, Sustainability, Android, Google, Operational Performance Management (OPM), Analytics, Apple, Business Analytics, Business Intelligence, Business Mobility, Chief Information Officer, CIO, Cloud Computing, Collaboration, Enterprise Software, Governance, Risk & Compliance (GRC), HP, Information Technology, Location Intelligence, Mobility, Operational Intelligence, Business Intelligence (BI), Business Performance Management (BPM), Customer Performance Management (CPM), Financial Performance Management (FPM), HP Touchpad, Information Applications (IA), Information Management (IM), IT Performance Management (ITPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM)

HP’s New World Order according to Leo Apotheker

Posted by Mark Smith on Mar 22, 2011 7:26:33 AM

The new CEO of Hewlett-Packard, Leo Apotheker, has unveiled his vision of the future in the consumer and enterprise markets. His announcement carried some suspense after interviews in which he said “HP has lost its soul” and added that he will “get rid of cynics” inside HP who try to undercut his mission. Now Leo has defined what his company calls Everybody On, which is described as “seamless, secure, context-aware experiences for a connected world.” He intends that HP will reposition itself in providing a new generation of cloud services to interconnect its software and technology assets. HP of course is no small technology provider, with over $125 billion in revenue and a predominantly legacy and acquired software business worth over $6 billion. I want to provide some analysis of HP’s announcements in the context of what I see as the coming business technology innovations of this decade. My view overlaps with the HP vision. HP is expanding the territory of its business,  focusing less on the enterprise software business of database, middleware and applications and more on the management and security of cloud services and software.

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Topics: Social Media, Sustainability, Operational Performance Management (OPM), Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Mobility, Chief Information Officer, CIO, Cloud Computing, Collaboration, Enterprise Software, Governance, Risk & Compliance (GRC), HP, Information Technology, Location Intelligence, Mobility, Operational Intelligence, Business Intelligence (BI), Business Performance Management (BPM), Customer Performance Management (CPM), Financial Performance Management (FPM), Information Applications (IA), Information Management (IM), IT Performance Management (ITPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM)

HP Gives Up on Business Intelligence and Analytics Markets

Posted by Mark Smith on Dec 5, 2010 10:38:43 PM

No one has seemed to notice that in the last several months, Hewlett-Packard has quietly made changes to its participation in the enterprise software market; this will significantly change HP’s value for CIOs and IT organizations in regards to business intelligence (BI) technologies.

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Topics: Data Warehousing, Operational Performance Management (OPM), Analytics, Business Intelligence, Enterprise Software, HP, Business Intelligence (BI), HP Neoview, Information Applications (IA), Information Management (IM), IT Performance Management (ITPM)

HP Scandal Reflects on Enterprise Software Issue

Posted by Mark Smith on Nov 28, 2010 2:50:19 PM

The recent turmoil at Hewlett-Packard that went public with news of the resignation of CEO Mark Hurd is only superficially about the facts of the scandal or the question of who will be the new CEO, sexy as those issues may be. What it really shines a light on is the performance of the company itself. I wrote earlier this year (See: “HP Takes Technology Portfolio to the Clouds with New Growth Strategy”) about the challenges HP faces in building its brand credibility and gaining traction to advance its enterprise software business. Then in May, HP hired Bill Veghte from Microsoft to run its $3 billion software business unit. Bill and his boss Ann Livermore stated at the time, not surprisingly, that software is a strategic part of delivering innovation to customers. In my view that’s more a description of their goal than the then-current reality. In fact, HP has had a low profile in the software segment. Though the division gets its place on its Web site, many of us close-in watchers question claims that HP is a leader in any enterprise software category beyond data center and network management. Convincing us otherwise will require more than fancy words and sales collateral; Mark Hurd or no Mark Hurd, it’ll require walking the talk: having the people and products companies want – products that will make a difference.

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Topics: Operational Performance Management (OPM), Enterprise Software, HP, Information Technology, Business Intelligence (BI), Business Performance Management (BPM), Information Management (IM), IT Performance Management (ITPM)