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Event Takeaways - SAP at MWC 2018

During the Mobile World Congress in Barcelona, held from 26thof February till 1st of March at the Fira. I had the chance to meet with a number of SAP executives and get some important takeaways from the briefings, worth of a blog post of media collected:

 

 

 

  
Prefer to watch – here is my event video …
 
 
Here is the 1 slide condensation (if the slide doesn't show up, check here):
 

Want to read on? Here you go (trying the Twitter thread format - let me know what you think of it):

 

 

 

MyPOV

A good point in time to check-in where SAP stands. Consumption based pricing is likely the most impactful announcement, giving CxOs better options to experiment, evaluate and operate next generation applications. The transformation of the SAP IoT portfolio, moving from templates, APIs and examples to separate products is equally positive.
 
On the concern side - I was not so sure if SAP got the marketing $s back from a large booth at MWC. Apart from the Telco and Comms industry vendors - MWC is not a mainstream IT event. But certainly good to be at the party for SAP.
 
Overall good to catch up with SAP in many of its technology offerings. Sapphire looms large - only 3 monhts till the gathering in the Florida swamps.
 
 

 

 

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Time to Bring Back the Software User Conference

As an industry observer, I attend probably something like 40+ user conferences a year, and from a longitudinal perspective I have been attending them since 30+ years, working for software vendors. My first industry conference, as a German native was of course... CeBIT in Hannover back in 1986...

 

 


So a few observations based on my recent experiences...

 

  • It's about the product. Users take time from their busy jobs to learn more about a vendor's software, that they already use or plan to use. So product needs to get a lot of room. Yes, services matter, too - but it's the product that matters in the first place. Savvy vendors will make sure they have enough in the product pipeline for a key user conference. If there is nothing there at the user conference - not a good sign.
     
  • Have a motivational speaker that matters. Motivational speakers are great to inspire a user group. But it has to relate to the software, to their business. As great as the Cake Master maybe, that is not the motivational speaker to have at a user conference. Ok, to have one motivational speaker off topic - but it better be inspirational and the boss of the attendee can get the value already by name dropping of the speaker.
     
  • Demo software. Many attendees are expert users. Vendors need to show they are experts, too and know their product. The more hands on an executive, the better. But software needs to be shown, it's the one and powerful opportunity for a vendor to have ALL of the attendees see something. Wasting the opportunity is like setting fire to the marketing budget - for nothing. And a demo needs to be live. Too many demos that are screenshots, screencams etc. Vendors need to remember - their users are in the audience, their customers, and 1000s and 1000s of them have to use it every day. It does not look good when an attendee comes back and has to tell the colleagues that the vendor did not show live software.
     
  • Subject Expertise beats Celebrity. Yes, user conferences are also about inspiration. But a shows star, soap operate protagonist or a talk show host - is not something an enterprise software user can relate to for their work and why they spend 3-4 days and a few thousand budget dollars / euros to come to a conference. Vendors show offer subject matters, if push comes to shove from the user base. There is instant validation, trust and respect from a user to another user presenting. There is direct bonding of being in the same boat and sharing experiences from that. No celebrity can do that. Glamour effects don't last.

 

 

 

  • Limit the Philantrophy. It's great for vendors to give back and share a purpose beyond the software. But it should not be 50% of a keynote. It takes away from the value of the philantrophy and begs for question on the purpose of the whole user conference. 
  • Users want to network. Vendors should give users a chance to network. Not just informally, but in a planned way. We are only quarters away from Facebook / LinkedIn et al waking up to the opportunity to connect the right users at the right time at the right conference. Vendors have the choice to provide the platform - with all benefits - or stand by and watch.
      
  • Party Hard but responsibly. Yes, there is customer appreciation and its important. But vendors are in charge that their attendees have fund and are safe. Limit late and early events, give attendees a chance to sleep (so they retain what's being said next day) and make the conference a safe environment.
 

MyPOV 

So what do you see out there? If you are a user or a vendor reading this - share your observations from the recent user conferences. Is the industry heading in the right - or not so right (my view) on this. And most importantly: What should happen at a user conference from your POV? Please comment. See you at the next conference, always happy to say Hi!
 
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Event Report - Mobile World Congress 2018 - 5G and more

We had the opportunity to Mobile World Congress in Barcelona last week, held from 26th of February till 1st of March at the Fira. Record attendance with over 110k attendees, and a large mix of exhibitors across 10+ halls make this conference more than the mobile industry get together, it's also has become a key event for adjacent industries in IoT, connected cars, self-driving cars, startups and regional software company presentation. 

 

 

 

Prefer to watch – here is my event video … 
 
 
Here is the 1 slide condensation (if the slide doesn't show up, check here):
 
 
 
Want to read on? Here you go:

MWC endorses the UN sustainability goals – These were front and center, including souvenirs and advertising. Given that for many people in the world these days the smartphone is the access to the internet, news media, applications and learning, the mobile phone industry can be a true change agent for many countries, people and societies.

5G everywhere – I thought I saw a 5G sticker on my Iberic Ham sandwich… 5G was everywhere, slapped on everything… ironically the debut demos were all about… phone calls. And that's what 5G is not about, but about bringing networks to 21st century standard in throughput (high def video), latency (<1 ms) and density (over 100+ devices on a square meter). These are all key specs to enable a more human (visual), a more thing driven (density) and a more AI driven (latency) next generation application for enterprises, all very hard to do on current 4G / 4G LTE standards.

It's an Android show - Apple was MIA – not surprisingly – missing in action. Every handset I touched was Android. Google was out in force to show AR Core, Android Go, Flutter and more. While last year It was the year of Amazon's Alexa, the Google Assistant was everywhere at MWC. No surprise, the dominant OS makes its assistant ubiquitous. Just bad luck for Google to have a prominent out door spot during the coldest week of Winter in Barcelona.

New Smartphone possibilities – The lower entry points around 60-80$ for a handset have repercussions on enterprises. From a Future of Work perspective, for internal processes, cost is not a factor to give every employee a smartphone (maybe locked down). From a value chain perspective, it means more people in the world will have smartphones, so the ability of an enterprise to build and deliver its next gen Apps for mobile platforms is even more crucial. 
 
The Global Mobile Market by GSMA Holger Mueller Constellation Research
The Global Mobile Market by GSMA
 

MyPOV

A huge conference, the true get together of the communications industry. Finally, the industry has found something to get giddy about, but with revenue only rising from 1.05T in 2107 to 1.1T (US$) in 2025 – the outlook for growth isn't rosy for operators. Considering that GSMA estimates the number of mobile subscribers rising during that timeframe by almost 1B to 5.9B, it means … lower prices for most users. That's good news for enterprises, again for both outside of the enterprise value chain and inside of the enterprise intra-enterprise processes.

On the concern side, it will take some time for 5G to come along, starting with legislative bodies approving the spectrums and auctioning them off. Little concerns of that happening smoothly in Asia – but e.g. the US timeplane is tight to make an auction happen in 2018. I am also not sure if many of the smaller vendors and startups got their ROI from attending the event, but that's what each of the them has to call out.

But overall an impressive event, the smartphone is and remains the enabling platform for next gen Apps.


Want to learn more? On March 2nd I was on Constellation's DisrupTV talking MWC – checkout the recording here.

Find more coverage on the Constellation Research website here and checkout my magazine on Flipboard and my YouTube channel here.
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MariaDB Joins Latest Honorees on my Constellation ShortLists

Here’s why I added MariaDB -- along with DataRobot, Datawatch, Domo, Kylo and Unifi -- to my latest Constellation ShortLists.

Scalability, analytical capabilities and encryption: these were a few of the reasons cited by customers for embracing MariaDB that I heard at the vendor’s February 26-27 M18 user conference in New York.

MariaDB is an up-and-coming database management system (DBMS) created in 2009 by founders of MySQL. This fork came about in the wake of Oracle’s acquisition of MySQL as part of its purchase of Sun Microsystems. A big part of MariaDB’s appeal remains its MySQL compatibility, although differences have emerged in certain areas as the paths of these two database products have diverged (but more on that later).

MariaDB CEO Michael Howard announces plans for a database-as-a-service offering and
MariaDB Labs research on distributed computing and machine learning.

Scalability came up in a keynote by customer Tim Yim of ServiceNow. Yim detailed ServiceNow’s massive deployment in which its multitenant, cloud-based platform runs nearly 85,000 instances of MariaDB TX. The deployment has spawned more than 176 million InnoDB tables and sustains roughly 25 billion queries per hour, despite constantly changing query patterns.

Analytics was the topic of my conversation with Aziz Vahora, head of data management at Pinger, the 12-year-old company behind the TextFree app for Wi-Fi texting and calling and the Sideline apps for adding a second phone number to smart phones. Pinger has a years-old data warehouse built on MySQL and InnoDB that it never expected to grow to its current size of seven terabytes. Maintaining analytical performance has been increasingly difficult, requiring extensive sharding and laborious data management.

Pinger considered options including Snowflake and Amazon RedShift, but when he learned that MariaDB was working on an analytical version of MariaDB, introduced last November as MariaDB AX, he signed on as a beta customer. MariaDB AX is a columnar database, which makes a huge difference in analytical performance, but the appeal to Pinger was MySQL and InnoDB compatibility, so it wouldn’t have to change any reporting or SQL code.

MariaDB AX, introduced in 2017, is a columnar version of the database that offers analytical
advantages including high compression, faster querying and simplified administration.

Pinger wanted to add yet more data to the data warehouse, so it took three months to build an entirely new data pipeline to feed MariaDB AX. Once that was done, it wasn’t difficult getting data into the MariaDB AX columnstore, according to Vahora. The benefits have been many, he says, including 6X to 7X compression (so seven terabytes translated to just over one terabyte in the columnstore). With these economies Pinger plans to retain two years’ worth of data rather than six months. Most importantly, query times are 30 times to 100 times faster, depending on the data and query complexity, according to Vahora.

“In one example querying against six months’ worth of data across many users, an analysis that used to take two days took less than one hour,” said Vahora.

Encryption was the feature that attracted William Wood to MariaDB. In 2015, Wood, Director of Database Architecture at Financial Network Inc. (FNI) in St. Louis, was looking for an alternative to expensive commercial databases as the backbone of a standardized-yet-configurable application that could serve many bank customers in place of custom software. FNI is subject to the Payment Card Industry Data Security Standard (PCI DSS), which calls for encryption of data in transit and at rest. It so happened that MariaDB 10.1, released in 2015, introduced encryption at rest (ahead of several competitors that have since followed suit). FNI has since built out its standardized application, called Blueprint, as a price-competitive alternative to custom software, and Wood says the company is landing new customers as a result.

MyPOV on MariaDB

MariaDB remains compatible with MySQL 5.5 and with later releases in most respects. The latest releases have diverged in the handling of capabilities including clustering, JSON support and geospatial functions. From MariaDB’s perspective, there’s still a huge population of organizations deployed on MySQL 5.5 and compatibility isn’t much of a problem for those on more recent releases of MySQL but not implementing clustering, JSON support or geospatial functions.

MariaDB is not counting on MySQL compatibility alone. If all else is equal, why move? That’s why MariaDB is also innovating with novel approaches to scalability, performance and analytical capabilities with AX. The vendor is also going after commercial competitors. MariaDB 10.3, now in beta, introduced Oracle Database compatibility through support for of a subset of Oracle PL/SQL for MariaDB Stored Functions.

Pervasiveness is also crucial. MariaDB was already available as a cloud service as one of the six flavors of  Amazon RDS. But the reason I added it to my just-published “Constellation ShortList for Hybrid- and Cloud-Friendly Relational Database Management Systems” is that Microsoft last year joined the MariaDB Foundation and launched its own MariaDB service on Azure. This made MariaDB a fit with my ShortList requirement of being available as software, for on-premises deployment, and as a service on multiple leading public clouds.

At M18 MariaDB announced its intention to add its own database service, which is expected to debut later this year. Details weren’t available from the vendor, but I expect to see an initial launch on AWS with Azure and, most likely, Google Cloud Platform to follow. That’s the pattern I’ve seen from other independent database vendors who what to support multi-cloud strategies with cloud-portable services of their own.

Other Adds to my Constellation ShortLists

Among the other vendors I’ve added to various Constellation ShortLists are the following:

DataRobot made my Constellation ShortList for Self-Service Advanced Analytics. DataRobot has combined intuitive user interfaces with extensive automation capabilities to bring advanced analytics and extensive data-visualization capabilities to data-savvy business users as well as data scientists.

Datawatch made my Constellation Shortlist for Self-Service Data Prep. Datawatch has recast its venerable and extensive data-connection and data-transformation capabilities and has since seen steady, double-digit growth in demand for its Monarch and collaborative Monarch Swarm data-prep products.

Domo made my Constellation Shortlist for Cloud-Based Business Intelligence and Analytics. Domo was added based on its fast growth, surpassing 1,000 customers in 2017, and its progress in serving high-scale deployments with thousands of users. The company has also pushed into predictive capabilities and added support for hybrid deployments with federated data access without bulk data movement.

Kylo and Unifi made my Constellation ShortList for Data Lake Management. Kylo, which is offered by Teradata’s Think Big Analytics unit, was added based on the combination of dozens of successful deployments within large, well-known enterprises and significant contributions from a growing open source community. Unifi was added for its breadth of capabilities extending into data cataloging and self-service data preparation.

The Constellation ShortLists are published twice per year, in January and July, and are freely accessible at ConstellationR.com.

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How I Curate News for My Research

I often get asked how I keep up with and curate all the news I use in my research. Honestly, it's a bit of a mess! I cover hundreds of software vendors, which means a lot of press releases, blog entries and product briefings. I have valuable information stored in several tools including email, note-taking, file-sharing, tasks, etc. Below is an example of one of the processes I follow leveraging Evernote.  Towards the end you'll see the feature that really makes this process work for me... the ability to change the created and modified date of notes.

Future of Work

Digital Transformation Digest: Amazon AR View For Android, SAP Leonardo In Telecom and Cars, MIT AI Chip Makes Neural Networks Mobile

Amazon AR View Targets Android

Amazon has added its AR View augmented reality (AR) offering to Android devices on Google’s ARCore.  Developers can create AR experiences in applications, games, and other apps.  The feature runs from Amazon’s app icon.  The offering was launched on Apple iOS in November for customers using ARKit.  Amazon AR View supports 13 Android devices today.

Constellation’s Point of View (POV):  With 15,000 home furnishing items on AR View, more items will come over time.  As AR/VR become the new user experience layer, expect other retailers to follow suit, especially in situations with bulky items that benefit from visualization in environment.  Moreover, expect a battle for product placement and advertising on augmented reality environments.  Customers seeking to take advantage of augmented reality should look at some of Constellation’s use cases from 2010.

SAP Leonardo Rolls Out Telecom Accelerator And Vehicle Solutions

SAP made two announcements at Mobile World Congress related to SAP Leonardo, the enterprise software giant’s innovation play on SAP’s cloud platform.  The Leonardo accelerator package for telecom providers targets organizations making the digital transformation business model shift from average revenue per user (ARPU) to individual margin per user (IMPU).  The accelerator packages predictive analytics, SAP Big Data Margin Assurance, machine learning, and the SAP Cloud Platform for customers.

SAP also announced an SAP Vehicles Network targeted as a standards based and services market place to trade mobility services across vehicles.  Offerings for the trading network include payments, location based services, on-demand delivery serv ices, and other financial service and retail experiences.  Key partners include Mastercard, HERE, and Postmates.

Constellation’s (POV): SAP’s Leonardo offering serves as the innovation arm for SAP bringing together exponential technologies such as big data, cloud, block chain, IOT, and machine learning to the SAP customer base.  The platform continues to evolve with the goal of accelerating digital transformation for prospects and customers.  Announcements at Mobile World Congress show that SAP plans to roll out new capabilities based on business opportunities beyond the SAP core and take an industry focus to innovation.   Prospects and customers can expect SAP to leverage both it existing offerings and create new offerings as it co-innovates and co-creates with customers.

New MIT Chip Enables Mobile Neural Networks

MIT researchers Avishek Biswas and his thesis advisor Anantha Chandrakasan have developed a special purpose chip to drive down the power consumption of neural networks by 95% while increasing the speed of neural-network computations by three to seven times its predecessors.  By implementing dot product functionality inside the memory, these chips no longer have to transfer data back and forth between memory and processor, thus reducing power consumption and increasing performance.

Constellation’s POV: The ability to reduce power consumption enables neural networks to be powered by batteries and deployed in mobile form factors.  This type of SRAM based in-memory computing will power deep learning applications.  This enables the future of intelligent IOT and machines that can apply more complex convolutional neural networks for image and video classifications without being tethered to a connected power source.

 

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New Lists - Q1 2018 Constellation ShortList Portfolio Updates Week Three

Today, we release the final updates to the Q1 2018 Constellation ShortList™ portfolio.

Here is the list of coverage areas released: 

Products and services named to each Constellation ShortList meet the threshold criteria as determined by our analysts through client inquiries, partner conversations, customer references, vendor selection projects, market share and internal research. Constellation ShortList reports are part of Constellation’s open research library and are free to download. 

Constellation ShortList Evaluation Services

Constellation clients may work with analysts and the research team to conduct a thorough discussion of a Constellation ShortList, vendor selection, and contract negotiation. Request a meeting here.

For more information, visit https://www.constellationr.com/shortlist.

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Digital Transformation Digest: Mobile World Congress and 5G, Samsung Galaxy S9 and Google Assistant Gets A Boost

All Eyes On Mobile World Congress and 5G

The annual Mobile World Congress #MWC18 kicked off Monday in Barcelona with the 5G standard front and center in all discussions.  With the main 5G architectural standards agreed upon by 3GPP in December 2017, the industry gains a service based architecture, common core network, network slicing, and strong application support via data services and QoS.

  • NEC announced 5G verification experiments.  Working along side of NTT DoCoMo on 5G tech, the two giants used a low super high frequency band (3GHZ – 6GHZ) that coordinates control among distribution units using an active antenna system (AAS) base station.
  • Intel and Huawei plans to demonstrate the first 5G NR trial.   In the world’s first 5G NR over-the-air interoperability demo, Intel and Huawei will show how the 3GPP standards can work with Intel’s flexible programmable processor platform, enabling software driven changes to meet evolving 5G standards.
  • Qualcomm’s simulated real-world speeds show massive promise.  Simulations of Frankfurt and San Francisco showed browsing speeds increased from 71 Mbps in a 4G user to 1.4 Gbps for a 5G user and 23 times faster response.  Videos could be seen at 8k, 10-bit color video streaming at 120 fps.
  • Huawei announces a 5G chip for mobile devices.  As the first chip to support the new 3GPP standard for 5G, the Huawei Balong 5G01 chip is set to download data at 2.3 Gbps.   Huawei’s investment gives them the ability to deliver end to end 5G support from the chip level, devices, and network.

Constellation’s Point of View (POV):  The 5G standards agreed upon have enabled the telecom industry to build new devices and networks to support new digital business models.  From edge computing, connected cars, smart cities, and new data intensive applications. 5G will bridge the gap between telecom and the internet world.  The bottom line – 5G technology is finally ready for roll out.  The question is will the infrastructure investment and business case be there to make it a reality?

Samsung Rolls Out Galaxy S9 and S9 Plus

Samsung launched its latest flagship mobile phone powered by the Snapdragon 845 processor and 6 GB of RAM.  The new devices sports new Harmon AKG stereo speakers that support Dolby Atmos, dual cameras, 64 GB storage with a MicroSD slot for 400 GB of external storage, and a 6.2 inch AMOLED display.  The new fingerprint sensors is easier to use and the edge-to-edge display of Gorilla Glass on aluminum rings art and design to functionality.  With an IP68 rating, the Galaxy S9 can handle 5 feet of water for 30 minutes and a good dust storm.   A 3500 mAh battery gives about a day’s worth of battery life on one charge and uses the tried and true Quick Charge 2 technology and wireless charging.  The camera gains new improvements with a dual camera array with two 12 MP lenses.  Using a mechanical approach, the apertures can be adjusted to handle low light shots from f/1.5 to f/2.4.    The video improvements include a  Super Slow-mo feature that allows 960 fps at 1080 resolution.

Constellation’s (POV): Samsung continues its tradition of launching its flagship phone at Mobile World Congress.  The smart phone advancements have made mobile devices the preferred form factor in enterprises.  Given Android’s penetration around the world, Constellation sees the advancements in the Samsung Galaxy S9 as a key workhorse for enterprise use cases from remote field service, travel and expense processing, workforce collaboration, customer experience, retail mass personalization,and more.

Google Makes Key Updates To Google Assistant Voice Platform

The latest updates to Google Assistant are coming. Key features include grouping commands into smart home routines for the Google Home smart speaker.   The aggregation of commands can work by saying “Good Night” to Google Assistant and the lights would turn off, the music and TV would come down or fade out in five minutes, and the curtains would close.  In addition, language support expands from 8 to over 30 languages by the end of year covering 95% of the world wide Android users.  On the partnership front, Google has improved integration with smart phone vendors such as LG, Sony, and Xiaomi for voice support.  On the carrier side, Google Assistant is supporting tasks such as balance, minutes left, and new purchases.

Constellation’s VP and Principal Analyst on the Future of Work, Alan Lepofsky, noted, “As with many enterprise technologies, their origins begin in the consumer world. While the current announcements are focused on personal use of Google Home, similar complex multi-step commands would be extremely valuable in a business context.  Digital assistants are a critical component to the future of work. It’s important that vendors find the right balance of functionality, ease-of-use and security that will be provide convenient for employees while at the same time still be trustworthy.”

The latest announcements could be key in helping Google bolster its voice assistant platform and spur adoption of the technology. A major challenge facing the overall voice assistant market is that most consumers rely on them to conduct simple tasks, like getting weather updates or setting timers, while complex and lengthy interactions lag. By creating new experiences that expand Google Assistant’s ability to complete more complex tasks, the usefulness of the platform will increase, and engagement can grow as a result. As voice assistants become more intelligent, and developers create better and more useful ways to integrate them with consumers’ lives, voice will cement itself as the primary way consumers interact with their devices.

Constellation’s POV: After extensive use, Constellation believes that Google Assistant supports the more sophisticated use cases and provides the best language support.  Unfortunately, as an engineering led company, Google  suffers from poor marketing.  With Amazon Alexa capturing the hearts and minds of every enterprise demo for conversations as a service, Google needs to also address the emotional connection and find better marketers.  Fortunately, Google’s new features will help improve adoption and gain traction with developers.  In fact, conversations with experienced engineers confirm that those who seek a richer offering and a better machine learning engine in the background, prefer to work with Google Assistant.   Enterprises seeking to experiment with conversations as a service should start with Google as the solution brings a richer platform, has better language support, and has massive android adoption in the market place.

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Event Preview - Mobile World Congress 2018 - #MWC18

Mobile World Congress is one of those events that have been mounting a comeback. It used to be the must be event during the smartphone revolution - where it was un-thinkable for any player not present a new phone in Barcelona.

 

 

But take a look at the following video first (if it doesn't show up, check here): 
 
 
No time to watch here is the 1Slide summary (if the slide doesn't show up, check here): 
 
 
 
MyPOV
 
Conferences come and go. Most of them never come back. MWC maybe on a come back with all the branching out into adjacent areas. IoT is functionally close and makes sense. But AI, ML, Cloud, PaaS not necessarily, unless you realize that MWC is really a platform event for ... Android. Mostly. Let's see what 2018 brings. 
 
If you see me, flag me down, always happy to chat. See you in Barcelona.
 
 
Find more coverage on the Constellation Research website here and checkout my magazine on Flipboard and my YouTube channel here.
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New Lists - Q1 2018 Constellation ShortList Portfolio Updates Week Two

It's week two, and we unveiled the next 19 new and updated lists for the Constellation ShortList™ portfolio. Here's the full update on categories if you are looking for a good starting place for your planning and pruchasing decisions.

Products and services named to each Constellation ShortList meet the threshold criteria as determined by our analysts through client inquiries, partner conversations, customer references, vendor selection projects, market share and internal research. Constellation ShortList reports are part of Constellation’s open research library and are free to download. 

We will unveil the last set of lists next Tuesday. If you missed last week's update, you can see it here.

Constellation ShortList Evaluation Services

Constellation clients may work with analysts and the research team to conduct a thorough discussion of a Constellation ShortList, vendor selection, and contract negotiation. Request a meeting here.

For more information, visit https://www.constellationr.com/shortlist.

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