by Robert Solomon | Oct 30, 2017 | B2B Software, Electronic Payments, Healthcare, Media
Two recent articles reminded me how important it is to “follow the money” when understanding software platforms. Many software platforms have a “free” (or subsidized) side and a “money side”. The money side is where the revenue...
by Robert Solomon | Oct 23, 2017 | B2B Software, Enterprise Software, Veeva
BCG and Fortune Magazine joined forces to produce the inaugural Fortune Future 50. The list represents their ranking of the companies best positioned for “breakout growth”. The Future 50 comprises two lists: 25 Leaders (companies with a market...
by Robert Solomon | Oct 19, 2017 | Consolidating Competition, GPO, Healthcare, Hospitalty
The recent news that Avendra, a hospitality GPO, was bought by Aramark reignited my interest in GPOs. GPOs are fascinating for a number of reasons: Banding Together. GPOs typically exist in industries where the buy side is fragmented and the supply side is...
by Robert Solomon | Oct 17, 2017 | GPO, Hospitalty, Industry Cloud
Yesterday, Aramark announced that it was acquiring Avendra, the hospitality GPO, for $1.35 billion. If you are not familiar with Avendra, you are not alone. Avendra was formed in early 2001 when the old guard, “industry consortia”, were seeking revenge...
by Robert Solomon | Oct 6, 2017 | B2B Software, Consolidating Competition, Financial services, Industry Big Data
At almost exactly this same time in 2016 and 2015 I wrote about the consortia of banks, Symphony, trying to take on one of the most successful enterprise software platforms of all time: Bloomberg (see here and here). Now comes the 2017 update: the battle is on!...
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