Ventana Research Analyst Perspectives

Reorganized Epicor Has Strategy for Competing

Posted by Robert Kugel on Jan 19, 2012 7:43:29 AM

I recently received an update from ERP software vendor Epicor, my first since it was acquired in May 2011 by Apax Partners, a private equity company, and simultaneously merged with Activant, an ERP and point-of-sale software company serving midsize retailers and distributors. In my view, taking the company private is a good idea since it will have to make ongoing investments that would not have been treated kindly by the stock market. Bringing Epicor and Activant together (and perhaps adding other companies to the portfolio) could allow the entity to spread some development costs over a broader base of revenues, but software combinations are difficult to execute well.

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Topics: Big Data, Microsoft, Mobile, SAP, Social Media, Supply Chain Performance, ERP, Dynamics, Epicor, Sage, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Mobility, Business Performance, Cloud Computing, Financial Performance, Oracle, Workforce Performance, CRM, Infor, Social, Financial Performance Management

Crystal Ball Is Cloudy for ERP Market

Posted by Robert Kugel on Nov 11, 2011 5:49:37 AM

As Workday continues to expand and the likelihood of its IPO becomes a more frequent topic of discussion, so does the movement of ERP systems to the cloud. Thus far, only a minority of companies have chosen to put their ERP and accounting systems in the cloud, but the numbers are growing and there’s evidence of success. NetSuite, for example, reported a 26 percent increase in its revenues to $145 million in the nine months up to Sept. 30, 2011. To be sure, this is not close to Salesforce.com’s size and growth rate over the past decade, but it does indicate a growing acceptance of the cloud for this software category, which I have commented on. Moreover, I expect that as more companies adopt cloud-based systems successfully, we’ll see accelerating adoption by more cautious buyers in the classic diffusion of innovation pattern described by Everett Rogers (and later reworked by Geoffrey Moore).

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Topics: Microsoft, Sales, Supply Chain Performance, ERP, NetSuite, Office of Finance, Dynamics, Epicor, Lawson, QAD, Operational Performance, Business Performance, Cloud Computing, Financial Performance, IBM, Oracle, Workforce Performance, Infor, financial software, Intacct, PeopleSoft, Software