by Robert Solomon | May 28, 2015 | B2B Software, Healthcare |
The New York Times wrote an article (yesterday) and published an editorial on the issue of “information blocking” by software providers and their users (hospitals and labs) in the electronic medical records market. Information blocking is defined as...
by Robert Solomon | May 8, 2015 | B2B Software, Electronic Payments, Healthcare, Travel
If you read that headline and decided to read further, congratulations, you are officially a B2B payments nerd! Welcome to the club. A few weeks ago, I wrote one of my periodic guests posts on PYMNTS.com, on the increasing use of virtual (a.k.a., “single...
by Robert Solomon | Mar 25, 2015 | B2B Software, Enterprise Software, Healthcare, Industry Concentration
Right now, value investing in enterprise SaaS is like “jumbo shrimp”, “Kentucky senior”, or “random order”— an oxymoron. SaaS companies sell on the basis of top-line growth rates—not much else matters. If investors believe current growth rates can be sustained,...
by Robert Solomon | Feb 11, 2015 | B2B Software, Healthcare, Industry Big Data
One of the nine value propositions of B2B platforms is Industry Big Data. Industry Big Data means extracting, cleansing, and adding value to vertical specific data to provide new insights into price, quality, and performance to an industry’s participants....
by Robert Solomon | Jan 13, 2015 | Enterprise Software, Healthcare, Insurance
I feel compelled to cover IPOs of Enterprise software companies that have a network or platform element. Connecture (CNXR), which went public in December is almost one of these companies–but not quite. Connecture is certainly an enterprise software provider,...
by Robert Solomon | Apr 2, 2014 | B2B Software, Healthcare
It has been fun and educational to watch the strategic sourcing market evolve over the past almost 25 years. It followed a path from: ground-breaking consulting work by AT Kearney in the 1990s to “new wave” full service, tech-enabled reverse auctions by...
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