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Summer 2017 News Analysis - SAP Leonard event July 2017 - by @holgermu
"CxOs know that the 20th century best practices will not keep their enterprise in the survival race of the early 21st century. Design Thinking work shops are nothing new, and have proven themselves in the past. What is new is that an enterprise software vendor of the caliber of SAP is ready to partner with enterprises to establish these new best practices. This ensures integration with the rest of SAP automation and the potential bonus of becoming part of the roadmap. In the traditional approach it was clear that the work would always remain a custom effort – with the associated integration burden and maintenance costs following from a custom effort"
ai  bi  cloud  constellation  research  holger  mueller  iot  leonardo  machine  learning  nextgen  apps  paas  sap  platform 
yesterday by jonerp
Mueller investigation ramps up with grand jury
Great summary of the House Select committee investigation AND the Senate Select Comm Investigation AND Mueller -- focus and lack progress of all AND friendship between Comey and Mueller
Mueller  Russia  Comey  House  Select  Senate  Trump  collusion 
5 days ago by LadiesCanWeTalk
Twitter
RT : The Threat Is The Most Deadly

The At It's Worst

He Has The Power Of The Law And Can Indict
Mueller  DeepState  from twitter
12 days ago by nausley
Summer 2017 News Analysis - Oracle invests in IaaS (or at least CAPEX) - by @holgermu
"You can’t build out a cloud in the real world without massive CAPEX investment. Look at the AWS / Amazon, Microsoft Azure and Google numbers. On the flip side Oracle execs are smart enough to not throw good money after bad money – e.g. put CAPEX $s in a non-working cloud infrastructure. So, at any chance given to me since 2014 I asked CEO Mark Hurd – when will Oracle spend more CAPEX? The answer has always been evasive… But at its OpenWorld conference, Oracle unveiled the 2nd generation of its IaaS solution. It now seems to get the CAPEX it needs to get real."
cloud  constellation  research  database  holger  mueller  iaas  nextgen  apps  oracle  strategic  advisor  trusted 
14 days ago by jonerp
Summer 2017 News Analysis - Microsoft makes Azure Stack available - by @holgermu
"
Why it matters: Despite the trend to cloud there are still many enterprises that have to operate enterprise automation on premises. Look at the number of SAP customers opting to run S/4HANA on premises. Microsoft now offers a path for them to run Azure similar / identical products – and build and move applications and load to an Azure like on premises stack – with the option to move it later. And there are plenty of motivated hardware vendors that want to sell more servers to customers for their local data centers (Cisco, Dell, HP etc etc.)"
azure  cloud  constellation  research  dell  futurist  holger  mueller  hp  microsoft  nextgen  apps  on  premise  partners  trusted  advisor 
15 days ago by jonerp
Summer News Analysis - Google introduces Google Hire - by @holgermu
"Google is getting more and more in the enterprise software space / SaaS market. Good to see it knows that e.g. data migration and reports are a must for the enterprise. It will have to answer questions soon in regards of plans to offer more than recruiting capabilities, e.g. onboarding and learning come to mind."
constellation  research  google  cloud  platform  for  work  gsuite  hcm  holger  mueller  hr  lean  recruiting  talent  acquisition  depth  chart 
16 days ago by jonerp
Event Report - July 2017 Microsoft London AI Event - by @holgermu
"On the concern side, Microsoft has to find a match to the uptake in mindshare and real-world AI deployments that Google’s Tensorflow is seeing, if not Tensorflow will be the Kubernetes of 2017 – a Google launched open source offering that dominates an important aspect of the cloud infrastructure. And one can argue that Tensorflow is even bigger stakes than Kubernetes, as it not only dominates the AI / Machine Learning equation, but due to data gravity pulls along substantial data storage and processing load. Not to mention the model training and execution loads."
ai  bigdata  cloud  constellation  research  futurist  holger  mueller  iaas  machine  learning  microsoft  nextgen  apps  nextgenapps  r&d 
20 days ago by jonerp
Event Report - Salesforce TrailheaDX - AI, Events and more - by @holgermu
"On the concern side, Salesforce is the only vendor that maintains two complete application platforms with Force and Heroku. Granted, this is less an issue for Salesforce in 2017 than it was eg. in 2012, as the vendor has grown to an impressive scale. But still R&D, marketing, sales etc. efforts go towards to platforms. And both platforms aren’t brand new in 2017, so neither will be the future platform for SaaS / PaaS. Those thoughts have to happen at Salesforce and will likely result in the emergence of a third platform in the coming year."
cloud  constellation  research  developers  force.com  futurist  heroku  holger  mueller  nextgen  apps  paas  salesforce  training  trusted  advisor 
6 weeks ago by jonerp
Twitter
RT : Proud of my Congressman For Calling on Robert to Recuse Himself from Russian Investigation…
Mueller  from twitter
7 weeks ago by georgembodziony
Event Report - FInancialForce Community Live 2017 - All about Services - by @holgermu
"On the concern side – it is always sensitive when vendors retrench in footprint plans and ambition. FinancialForce has done a respectable job at addressing these concerns and informing customers ahead of the changes in HCM and the partnership with ADP. At the end of the day it is better for vendors to realize what the can do with their R&D budgets, and better to stop too ambitious plans sooner than later What matters for FinancialForce customers is that the partnership with ADP will deliver – if and when it does – the potential FUD around this change - will all be history."
adp  cloud  constellation  research  erp  financialforce  financials  fow  future  of  work  futurist  hcm  holger  mueller  services 
7 weeks ago by jonerp
Progress Report - Unit4 Analyst Summit - New Achitecture and Deep Verticals - by @holgermu
"On the concern side Unit4 has its hands full. New platform, Business World On almost completely on it, new acquisitions to integrate and a new value proposition for customers. The good news for customers is that Unit4 is almost out the tunnel… It would be well advised to find a more aggressive go to market in North America in regards of its ERP products. More competition is good for customers and markets. And modern offerings are only modern … for so long."
constellation  research  erp  fp&a  futurist  higher  education  holger  mueller  nextgenapps  psa  service  industries  trusted  advisor  unit4 
8 weeks ago by jonerp
Event Report - Cloud Foundry CF Summit 2017 - Microsoft joins the kingdom - by @holgermu
"Microsoft joins the kingdom, SAP makes mark – Last year I referred to Cloud Foundry as the ‘King of PaaS’ – due to the lack of competition, most prominently in regards of the platform’s uptake by industry players that in another era would have built their own platform. And certainly not adopted an open source project. So, along the analogy, Cloud Foundry sees Microsoft joining the kingdom. While all partners are important, Microsoft is almost the last data point (Oracle is the last major player still standing out – formally) to join. Microsoft is a key win for CloudFoundry due to the vendor’s long history as development tool, platform product vendor and of course as owner of the Windows franchise. It also helps Microsoft as it gives its customers a (lower level) PaaS as go to location. Coupled with the expanded SAP presence and keynote by CTO Goerke it gives CloudFoundry more chops, most importantly adding two more cloud platforms with Azure and the SAP Cloud."
cloud  foundry  constellation  research  futurist  holger  mueller  iaas  ibm  microsoft  nextgen  apps  paas  sap  trusted  advisor 
8 weeks ago by jonerp
Mueller Seeks to Talk to Intelligence Officials, Hinting at Inquiry of Trump - NYTimes.com
The last paragraph here. It's going to be simple corruption. They don't care about politics or policy, they're in this for the money.
Trump  Russia  FBI  Comey  Mueller  intelligence  election_2016 
8 weeks ago by jcretan
Progress Report - Hortonworks ploughs on - seeds BigData - by @holgermu
"On the concern side, HDF has not shown reasonable acceptable market adoption – at least that’s the interpretation since Hortonworks shared … no numbers on adoption. It’s going to be key for Hortonworks to get some traction, otherwise the return of R&D will be suboptimal for customers. On the brighter side HDP is doing well in the market, the IBM partnership will help further. It’s a departure from Hortonworks ‘open source only’ mantra, but reflects market realities and opportunities."
bigdata  constellation  research  futurist  hadoop  holger  mueller  hortonworks  ibm  nextgenapps  trusted  advisor 
9 weeks ago by jonerp
Trump Stews, Staff Steps In, and Mueller Is Safe for Now - The New York Times
“The president was pleased by the ambiguity of his position on Mr. Mueller, and thinks the possibility of being fired will focus the veteran prosecutor on delivering what the president desires most: a blanket public exoneration.”

yes, threatening his job will be the ticket to exoneration...
politics  2017  trump  mueller  threats 
9 weeks ago by nsfmc

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