by Robert Solomon | Sep 29, 2015 | B2B Software, Enterprise Software, Indirect Spend, Procure to Pay |
I had become bored with eProcurement. The technology was more than 15 years old and the whole category, along with related categories, were well along in their “hype cycle” according to Gartner (my emphasis added). Ariba, had been purchased by SAP, Oracle...
by Robert Solomon | Sep 29, 2015 | Airlines, B2B Software, Electronic Payments, Enterprise Software, Financial services, Insurance, Payments, Public Sector, Real Estate
If you are interested in B2B software generally, you should be particularly interested in the Canadian B2B software industry. I’m not sure what is in the water (beer?) up there, but Canada has more than its fair share of interesting B2B software companies and...
by Robert Solomon | Sep 3, 2015 | Airlines, B2B Software, Travel
The travel industry has spawned more interesting B2B platforms and networks than any other industry. Examples include: The three major Global Distribution Systems (GDSs)–Travelport, Amadeus, Sabre. See here. Online Travel Agencies (OTAs)–Expedia, Orbitz,...
by Robert Solomon | Sep 1, 2015 | B2B Software, Farming, Industry Big Data, Industry Cloud, Industry Concentration
Four years ago, Marc Andreesen famously penned a column in the Wall Street Journal entitled “Why Software is Eating The World”. Today’s Wall Street Journal has an article on the increasing tendency for software to be eating our food....
by Robert Solomon | Aug 19, 2015 | B2B Software
Over thirty years ago, working at The Boston Consulting Group taught me that one of the best ways to think about a business or market is as a competitive game. Thinking this way means understanding the “rules of the game” (economics) and understanding the...
by Robert Solomon | Aug 14, 2015 | B2B Software, Consolidating Competition, Electronic Payments, Global Trade Management, Procure to Pay, Supply Chain Finance, Valuation
It’s been quite a week in the supply chain software market with buyouts, new rounds, and interesting business expansions. In no particular order: Infor buys GT Nexus for $675 million. Application buys a platform. Link Envestnet buys Yodlee for $590 million....
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