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MariaDB Joins Latest Honorees on my Constellation ShortLists

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.

Data to Decisions Chief Information Officer Chief Digital Officer

How I Curate News for My Research

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

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

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.

Data to Decisions Digital Safety, Privacy & Cybersecurity Future of Work Marketing Transformation Matrix Commerce New C-Suite Next-Generation Customer Experience Tech Optimization Revenue & Growth Effectiveness Innovation & Product-led Growth ShortList AI Blockchain Marketing B2B B2C CX Customer Experience EX Employee Experience ML Generative AI Analytics Automation Cloud Digital Transformation Disruptive Technology Growth eCommerce Enterprise Software Next Gen Apps Social Customer Service Content Management Collaboration HCM Machine Learning SaaS PaaS Enterprise IT Leadership HR ShortList Chief Customer Officer Chief Digital Officer Chief Executive Officer Chief Financial Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Revenue Officer Chief Supply Chain Officer Chief Experience Officer Chief Technology Officer Chief AI Officer Chief Data Officer Chief Analytics Officer Chief Information Security Officer Chief Product Officer Chief Human Resources Officer

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

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.

Tech Optimization Innovation & Product-led Growth Next-Generation Customer Experience Data to Decisions Future of Work Digital Safety, Privacy & Cybersecurity AI Blockchain ML Machine Learning LLMs Agentic AI Generative AI Analytics Automation business Marketing SaaS PaaS IaaS Digital Transformation Disruptive Technology Enterprise IT Enterprise Acceleration Enterprise Software Next Gen Apps IoT CRM ERP finance Healthcare Customer Service Content Management Collaboration Leadership Chief Customer Officer Chief Digital Officer Chief Executive Officer Chief Financial Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Revenue Officer Chief Supply Chain Officer Chief Technology Officer Chief AI Officer Chief Data Officer Chief Analytics Officer Chief Information Security Officer Chief Product Officer Chief Experience Officer

Event Preview - Mobile World Congress 2018 - #MWC18

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.
Tech Optimization Data to Decisions Future of Work Innovation & Product-led Growth New C-Suite PaaS SaaS IaaS Cloud Digital Transformation Disruptive Technology Enterprise IT Enterprise Acceleration Enterprise Software Next Gen Apps IoT Blockchain CRM ERP CCaaS UCaaS Collaboration Enterprise Service Chief Information Officer Chief Technology Officer Chief Information Security Officer Chief Data Officer Chief Executive Officer

New Lists - Q1 2018 Constellation ShortList Portfolio Updates Week Two

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.

Data to Decisions Digital Safety, Privacy & Cybersecurity Future of Work Marketing Transformation Matrix Commerce New C-Suite Next-Generation Customer Experience Tech Optimization Revenue & Growth Effectiveness Innovation & Product-led Growth ShortList AI Blockchain Marketing B2B B2C CX Customer Experience EX Employee Experience ML Generative AI Analytics Automation Cloud Digital Transformation Disruptive Technology Growth eCommerce Enterprise Software Next Gen Apps Social Customer Service Content Management Collaboration HCM Machine Learning SaaS PaaS Enterprise IT Leadership HR ShortList Chief Customer Officer Chief Digital Officer Chief Executive Officer Chief Financial Officer Chief Information Officer Chief Marketing Officer Chief People Officer Chief Procurement Officer Chief Revenue Officer Chief Supply Chain Officer Chief Experience Officer Chief Technology Officer Chief AI Officer Chief Data Officer Chief Analytics Officer Chief Information Security Officer Chief Product Officer Chief Human Resources Officer

Work Coordination Platforms - Organize Projects and Processes

Work Coordination Platforms - Organize Projects and Processes

Introducing the Constellation ShortList for Work Coordination Platforms. This vendor recommendation list is an evolution of the previously Social Task Management category. Vendors are not selected on features alone. Instead, factors including funding, customer wins, integrations, management/executive team, services, strategy and long term vision also play a role.

Congratulations to the current awardees: Asana, Clarizen, Microsoft Planner, Sensei Labs Conductor, Smartsheet, Trello (by Atlassian), Workfront, and Wrike

The video below provides an introduction to Work Coordination Platforms.

Constellation ShortLists are updated throughout the year as information changes. If you're a vendor who would like consideration for future inclusion, please reach out to us for a company/product briefing.

 

 

Future of Work

AvePoint LMS and the Microsoft Education Ecosystem

AvePoint LMS and the Microsoft Education Ecosystem

Yesterday I had the pleasure of meeting with Dux Raymond Sy and his team at AvePoint to discuss their new Learning Management System and the state of the Microsoft Education portfolio. As a top Microsoft Business Partner, AvePoint has a deep understanding the Microsoft platform and is leveraging components of Microsoft Azure (such as AI for audio and video transcription) and Office 365 to build new business solutions which can be surfaced in AppSource catalog. Learning Management Systems are not just for schools and universities, they play a vital role in the training and certification of employees in businesses of all sizes.

Here are my thoughts around AvePoint LMS and Microsoft's Education offerings including OneNote, Teams, Surface, Hololens, LinkedIn, Lynda and more.

 

Future of Work

Progress Report - Microsoft wants to enable the digital feedback loop with its Biz Apps and more

Progress Report - Microsoft wants to enable the digital feedback loop with its Biz Apps and more

We had the opportunity to attend Microsoft's first Business Applications analyst meeting, in Seattle on February 11th till 12th 2018, held at its HQ in Seattle. The event was well attended with over 30 analysts, including my colleagues Cindy Zhou, Dion Hinchcliffe and Ray Wang, look for their findings of the event here

 

 

 


Prefer watching over reading – here is my short video summary (if it doesn't show up, check here): 

 

Here is the 1 slide condensation (if the slide doesn't show up, check here):

Want to read on? Here you go:

The Digital Feedback Loop

All vendors need some thought leadership piece de resistance where to align their offerings around, and for the Microsoft Business Apps team it is digital transformation and there specifically supporting the digital feedback loop. Unsurprisingly it features the product areas where Microsoft has most SaaS support – around People, Customers and Products with Data and AI / Intelligence at its core. 

 
Microsoft Business Apps Holger Mueller Constellation Research
Microsoft's new TriFoil: The Digital Feedback Loop with People, Customers and Products
Source: Twitter (@holgermu)

 
MyPOV – Good to see People / HR prominently, Digital Transformation is a pitch that is aging fast to hang your hat on as a SaaS vendor, but it seems to work for Microsoft (seeing the reaction from customers recently, it looks this is a mainstream concern for the target group, always a good reality check). If "products" flies well for the services target group remains to be seen. For traditional ERP the Finance decision makers may not see their 'home' right away. But we will see more of the feedback loop from Microsoft this year, likely with some tweaks.
 

The Platform as the Differentiator

SaaS has arrived on PaaS (and IaaS) – Microsoft has moved all its Business Applications (aka MSFT Dynamics) to the its Azure IaaS and PaaS stack, starting with a new unified user experience. Under the hood, the suite now takes advantage of PowerBI for analytics, PowerApps and Flow for low code / no code extension and customization, and there is a data fabric underneath the whole suite. The latter wasn't shared, as weren't too many details on the ongoing integration of the 3 graphs (see below) as well as integration with Office (and there notably Teams). 

 
Microsoft Business Apps Holger Mueller Constellation Research
The Microsoft Marketecture
Source: Twitter (@holgermu)


MyPOV – It's always hard for SaaS vendors with a PaaS and IaaS to use the latest PaaS / IaaS capabilities. The latter products move faster than traditional enterprise applications and re-certifying the SaaS suite on them takes time and resources. Nonetheless Microsoft has achieved that, which may explain the relatively few functional highlights on the roadmap for the rest of the year. But Microsoft is doing what everybody expects – prospects and clients – that is that all Microsoft products work together in a consistent and synergetic way. The resulting differentiation and efficiencies will be appreciated by customers and prospects.
 

The Graph Data Differentiator

Windows, Office and LinkedIn – Microsoft is combining three massive graphs at the moment: The Windows graph (devices, networks, logins etc.), the Office graph (all your documents, OneDrive, Teams (?) and the LinkedIn graph. Conceptually there needs to be a Microsoft Business Apps graph (or a customer graph etc.) as well, but wasn't mentioned. Combining these and exposing these are substantial engineering, architecture and usability challenges. Not to mention the privacy aspect. But Microsoft is in the process and I guess it will be later in the year where we will learn more about this in detail. The usual feature shown was the LinkedIn Sales Navigator – but that is an older integration, even from the time before Microsoft acquired LinkedIn. 

 
Microsoft Business Apps Holger Mueller Constellation Research
Alysa Taylor walks by the 3 Graphs - Windows, Office and LinkedIn
Source: Twitter (@holgermu)


MyPOV – A very compelling undertaking by Microsoft, finally delivering on its founder's vision of "Information at your Fingertips". Without the connective tissue of a multi-dimensional graphs, that cannot work and today we know that it could not have worked (in today's scope) back then. Kudos for Microsoft to tackle the problem now, with CosmosDB playing a key architecture role (not mentioned at this meeting, interestingly). There are almost infinite opportunities and benefits for users from this, they have to be made more tangible by Microsoft going forward, across the product portfolio. 2018 should be the year where this offering is ripe enough.


Finally a HCM Story: Microsoft Talent

Pressed in time, but nonetheless (finally) present was Microsoft's HCM story – starting with Microsoft Talent. A good place to start, given the LinkedIn acquisition. It also includes key HR Core capabilities which the Talent product name does not pay justice. As well as partnerships in the payroll space, starting with Ceridian (I expect more to follow this year).

 
Microsoft Business Apps Holger Mueller Constellation Research
The Digital Feedback Loop - People Dimension Details
Source: Twitter (@holgermu)


MyPOV – A key area to address by Microsoft, even before LinkedIn. You cannot run an enterprise ignoring the biggest expense (and investment) for an enterprise, people. But Microsoft is not acting as a Top 3 (maybe even #1) HCM vendor – just based on the LinkedIn revenues. LinkedIn is de-factor an HR software company, probably larger than SAP and Oracle (who don't break out revenues) with a small sliver of Talent Management, Talent Acquisition. Clarifying the road forward between the Microsoft and LinkedIn HCM roadmaps is going to be key portfolio and messaging homework, as it's confusing for customers…

 

Overall MyPOV

Good to have the inaugural event, which was overdue from many angles. Good to see Microsoft investing into synergetic benefits across all offerings, something customers always expect, but not always see vendors deliver. But that takes time and resources, and the usually associated functional pause needs to overcome now by Microsoft Business Apps. The gaps and white space are the largest in the HCM space, where Microsoft's offerings are to new to compete on an overall end to end suite with the established players. But differentiators like LinkedIn can help, though Microsoft needs to work on the product, platform and commercial integration. I expect a similar line of thinking coming from my colleagues Cindy Zhou and Ray Wang along the lines of the Adobe partnership.

On the concern side, Microsoft is late to the ERP suite game. It certainly has put the leadership team in place, now it comes to delivering. 2018 already saw the ERP market leader announce an on premises product, a key lesson learnt that when you don't develop fast enough, customers will dictate the platform. In this scenario Microsoft has Azure Stack, but that was not mentioned at all on Day #1 of the analyst meeting. And Microsoft needs organic, in-house SaaS load to scale Azure successfully. But for that customers need attractive automation benefits: If Microsoft can be half as successful as it was with its CRM offerings in the other key areas of ERP automation (Finance, SCM, Procurement and HCM) – it will be in a great place for customers in a few years. But that's a big ask.

But it's early in 2018, much more to come this year, and it's a good start for Microsoft Business Applications. Stay tuned.

Want to learn more? Checkout the Storify collection below (if it doesn't show up – check here).




 
Tech Optimization Data to Decisions Future of Work Innovation & Product-led Growth New C-Suite Marketing Transformation Next-Generation Customer Experience Digital Safety, Privacy & Cybersecurity AI Analytics Automation CX EX Employee Experience HCM Machine Learning ML SaaS PaaS Cloud Digital Transformation Enterprise Software Enterprise IT Leadership HR IaaS Disruptive Technology Enterprise Acceleration Next Gen Apps IoT Blockchain CRM ERP CCaaS UCaaS Collaboration Enterprise Service Chief Information Officer Chief Customer Officer Chief People Officer Chief Human Resources Officer Chief Technology Officer Chief Information Security Officer Chief Data Officer Chief Executive Officer