Microsoft Convergence is not as widespread as some people thought. Instead, Microsoft will sniff the emphasis on the features of dynamics AX 2012 and at the same time a vague intention of clouds.
This is a fascinating picture of ISV strategy might look like in the future. As an example Microsoft
question about Lexis Nexis. It is a major European provider of specialized software for lawyers. Microsoft provides core ERP and case management (a spin-off of part of the professional services solutions ax) as a starting point. It enables LexisNexis focus on its core competency, while ensuring Microsoft deals with the core of transaction management engine. Tyler Technologies public sector ax as the core for the offer. Aldata retail and distribution of something like that . Together, the three companies with total revenue of about 3.5 billion euros. Whether Microsoft can snag only two percent of the amount in royalties and then automatically getting something around $ 70 million capital gain income. Include the view that these companies can come and go with Microsoft's "all-in" with the cloud, and that number could go as higher as customers companies are expanding their footprint technology and usage. None of this will happen overnight. colleague Ray Wang tried event feeling and expect around 20% of Microsoft customers will be updated over the next 12-18 months. feel that it can not play the same way, in the industry, currently based on Microsoft. Some may move faster, some slower.
Where human-like approach to work? Much depends on how you want to cut to sub vertical market 'within the top five markets been identified. I can see, for example, the company is going after the Masters channels in other professions. CCH accounting thought. working CCH solutions, which do not offer a million miles away, what The lawyer needed. they are part of the $ 4.7 billion Wolters Klewer land of professional service providers.
Regardless of company Microsoft chose to target, the fact that it can take up to three major players in the prepared sub sector level Microsoft business application bet it's a heck of a vote of confidence. This is a recognition that the development of ERP in the modern age is no longer an option for some industries, but is best left to those in finance and muscle development.
ax is always what I unsung heroes of NAV, GP and AX triumvirate consider. During this movement , from Microsoft in the process of investing, beef up the cash offer and lay down on the pole position as vertical market ERP arms dealer for the mid-market. now been committed to stay, while deepening the core axes linked to SharePoint and Office. Who wants to bet that there comes a day when the three combined seamlessly
recent years, Microsoft has been relatively quiet about the efforts the business application If successful pursuit of this line sets of an interesting competition between themselves, Sap and Oracle. As I said above, Sap, other companies thinking about putting this type of betting, however, committed to growth through cloud-based ByDesign we heard nothing from Oracle. Microsoft has a huge network of partners can reduce the chance for. Sap less than the yet un-named ISVs can look at ByDesign second Oracle has not as wide as one of the other two players.
