The latest batch of enterprise technology projects we’re watching include a ransomware recovery, SAP clean core implementation, supply chain optimizations, using enterprise AI over genAI and choosing to build instead of buy.
Without further ado, here are the projects we’re watching in July.
Ingram Micro’s ransomware recovery. The company just head of the July 4th long weekend was hit with a ransomware outage. After a few days, Ingram Micro recovered. Now it’s time for those confessions to turn up in regulatory filings and Ingram Micro’s earnings report. How much revenue was derailed in July? How much did Ingram Micro pay? How much did insurance cover? Ingram Micro’s communication strategy was lacking when it was hit by the attack. Now we’ll see what the tab looks like.
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Clorox’s SAP ERP upgrade. After a multi-year journey. Clorox has gone live with its upgrade to SAP S4/HANA cloud. The total tab is north of $500 million. Clorox has defended the SAP overhaul and said it encompasses process reinvention, digital transformation and an overhaul of its data infrastructure. The working theory is that now the SAP system is in place Clorox will start seeing margin improvements, AI use cases and efficiency gains.
Clorox now has a clean data core. Here’s what’s next.
- Clorox will go live in July with order fulfillment and order management.
- Manufacturing facilities will move to the new ERP system over the next six months.
- The cadence is transition period for the first half of fiscal 2026 and then optimization.
- Productivity gains will really accrue in fiscal 2027 and fiscal 2028.
Procter & Gamble’s supply chain 3.0 initiatives. P&G, like most consumer product goods companies has a lot to deal with these days. Consumers are fickle, inflation hurts and tariffs are on, off and then on again. P&G’s coping mechanism largely revolves around what it calls Supply Chain 3.0.
The company is looking at its supply chain as part of the overall value mix that is connected to everything from marketing to in-store inventory. P&G’s KPIs go like this:
- 98% on-shelf and online availability.
- Up to $1.5 billion before tax in gross productivity.
- And 90% of free cash flow productivity.
FedEx’s supply chain efforts. FedEx is wielding its scale and data to essentially retool its network as conditions warrant. FedEx has a digital twin of its logistics network so it can model changes as manufacturing moves from China to Vietnam or when customers reroute to mitigate tariffs. To FedEx every day is a referendum on supply chains. Luckily it has data on every commodity and country.
JPMorgan Chase’s ongoing AI projects. JPMorgan Chase spends about $18 billion a year on IT so rest assured that there’s a good bit of AI. At its recent investment day, JPMorgan Chase talked about the returns on AI. The company is leveraging code assistance and LLMs designed to unlock employee productivity. But what stuck out to me is what executives were saying about the returns on regular enterprise AI . The company noted that it is continually improving its data so it is efficiently consumed by machines and as a result is getting a lot of mileage out of inexpensive AI models that aren’t necessarily genAI.
Netflix’s ad stack returns. When Netflix launched ads on its platform it initially partnered on its ad stack. It quickly decided that it needed to build its own. Netflix has rolled out its ad stack globally and is starting to see the results. "We're fully on our own stack around the world at this point. That rollout was generally smooth across all countries," said Netflix co-CEO Gregory Peters. "We see good performance metrics across all countries and the early results are in line with our expectations. Now we're in this phase of learning and improving quickly based on the fact that being live everywhere means that you get a bunch of feedback about what we can do better."
