Posts Tagged 'Cloud'

 
Development Paradigm Shift over Zombie Apocalypse

Due to the uncertainty of our times, I’m going to make two predictions. First, the world will come to an end on December 21st, exactly as the Mayans DID NOT predict hundreds of years ago. Granted, the Mayan calendar runs out on the 21st but to be quite frank my calendar runs out every year on December 31st and the world has still gone on despite of that dire prediction. The Mayan calendar myth dates back to the mid-1970s, a time when we were seeing Sasquatches in every forest, aliens eviscerating cows in every farm field, and chariots of the gods in the skies of South America. At that time we were also doing prodigious …

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Keeping up with a changing customer base is an ongoing challenge for organizations. And innovative strategic planning is the key to maintaining a competitive advantage. Recently, CIOs have been turning to a combination of social, mobile, analytics and cloud (SMAC) strategies to stay competitive, differentiate themselves and provide a great customer experience. A SMAC strategy also gives organizations the ability to be more collaborative, connective and operate in real-time. But can organizations realistically manage this convergence of technologies such that it doesn’t disrupt their current IT systems or business models? How can these new technologies be assimilated into existing business/IT processes and culture to allow organizations to be transformed by the benefits of SMAC? An …

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Hype Drives the Cloud into the Trough of Disillusionment

Sometimes my favorite thing about the cloud is that it is garnishing all of the media hype these days, in place of SOA. Finally, I can stop trying to meet overblown expectations about when SOA will deliver benefits, and get down to the business of implementing valuable SOA solutions. Don’t worry, the cloud will get to this point too, but it has a few years of growing pains to go through. This year, it will pass through the inevitable “Trough of Disillusionment” part of its lifecycle. Now don’t get me wrong. There’s plenty to like about the cloud, and over time it will become a standard part of enterprise platforms, but for now it has …

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Traditional Enterprise System Vendors to Enter Public Cloud Computing Market

In 2012, formidable public cloud computing market players will continue to spin up and mature their offerings. Traditional enterprise systems vendors, including but not limited to Oracle and IBM will enter the IaaS and PaaS fray. Cloud vendor “lock in” will become a more visible issue, with portability standards sorely lagging in development and adoption. By the end of 2012, expect early cloud portability standards to emerge (some driven by government cloud requirements), with Amazon leading the charge in adoption and promotion of these standards [Editor's Note: This post is part of the annual "Cutter Predicts ..." series, compiled at the Cutter Consortium website.]

 
Cloud-Based Collaboration Suites Take Off

Prediction: The ABS Movement Gathers Steam ABS stands for “anything but Sharepoint.” While Sharepoint 2010 added capabilities and fixed others since the 2007 version, it is still a complex, unwieldy, and costly product that often requires add-on software to be really useful. The wiki feature is still deficient, and the term store has too many holes to make it a real enterprise-wide taxonomy tool. In the meantime, a number of cloud-based, highly collaborative, easy-to-use products have emerged that can meet 80% of some users’ needs at 20% of the cost. I’m talking about products like Jive (which hopefully SAP won’t love to death if the rumors of an acquisition are true), Yammer, and IGLOO. IGLOO …

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Washing IT

 Israel Gat | Dec 8, 2011  No Responses
Dec 082011
 
Washing IT

Colleague Stephen Andriole preempted me with his excellent 2012 prediction Valuation Models Will Overweight the Importance of Cloud Delivery. I could not agree more with his over-arching message: Wall Street will dramatically modify their valuation models of software and technology services companies to overweight the importance of cloud delivery. Human nature being what it is, I expect we will be witnessing a ton of “washing” in 2012 and beyond. In particular: Cloud washing SaaS washing Multit-tenant washing Your investment style is, of course, your own private business. For example, you might be very successful using The Greater Fool Theory. However, if you are into Value Investing, I would allow myself a word of caution. For …

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Industry-specific SaaS/Cloud Solutions will Proliferate

The success of horizontal, enterprise Software-as-a-Service (SaaS) applications and generic, Infrastructure-as-a-Service (IaaS) Cloud offerings in 2011 will not only fuel accelerated growth of these “on-demand” alternatives to traditional, on-premise hardware and software, but will also spark a new wave of industry-specific, vertical market solutions in 2012. These solutions will be built to target common inefficiencies within businesses and across the supply-chains in particular industries. The growth of these industry-specific SaaS/Cloud solutions will have a significant impact on the way these industries operate, improving their performance and profitability. [Editor's Note: This post is part of the annual "Cutter Predicts ..." series, compiled at the Cutter Consortium website.]

 
Look for the New “Convergence”: Analytics, The Cloud, Tablets

Business is moving at the speed of light. Everyone wants to know what is happening in real-time. The macro strategy is all about making micro adjustments based on sophisticated modeling and analysis of terabytes of transaction data — data from consumer transactions, financial transactions, and social transactions — and all of them together. This isn’t happening in every industry, but in enough: businesses across the entire supply chain of consumer products (think product shelf placement that changes daily), financial services (think real-time credit adjustment), health care (think drug interaction reporting), transportation (think air fares that change by the minute) and more. Data aggregators are making this data available via the cloud — and the same …

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Valuation Models Will Overweight the Importance of Cloud Delivery

By the end of 2012, Wall Street will dramatically modify their valuation models of software and technology services companies to overweight the importance of cloud delivery. Companies that can demonstrate significant growth in cloud services will be rewarded; those that fail to embrace the cloud will be punished — in the wallet, where it hurts. And since Wall Street analysts don’t slice and dice “the cloud” the way those in the trenches do, all kinds of public and private cloud services will be bundled in their valuation models. This trend will solidify the standing of cloud delivery services as the primary driver of corporate valuation models within and beyond the US, valuation models that enable …

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The Runway of Software Products

In her October 4, 2011 HBS blog post Can HP Change its DNA?, Judith Hurwitz contrasts corporate DNA for hardware versus DNA for software, as follows: The DNA that has been in HP’s bones from the start is all about excellence in hardware engineering…. With hardware markets, money is spent upfront to develop a system. However, once that product is launched, revenue streams in quickly and evenly. .. By contrast, when software is delivered to the market, it may take a year or even several years before it becomes a well-accepted and profitable endeavor… This is what I’ve observed at HP. As it has tried to invest in software, again and again it has killed products off before …

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