Analyst Notes
At Deep Analysis, we undertake technical and market due diligence for Private Equity, Investment Banks, and Vendors looking to acquire. Hence we keep a close …
This was a bullish briefing from Blue Prism. SS&C paid $1.65 billion, so we expected nothing less than a moon shot effort. Of course, the …
So to nobody’s surprise, Kofax’s owners, Thoma Bravo, announced that it had sold the company to Clearlake Capital and TA Associates this past week. At …
But beyond the expected announcements, Appian World was an interesting reflection on the pandemic years and its impact on IT and IT vendors. For Appian, …
This week, Microsoft made an interesting announcement – launching Microsoft Purview, bringing ‘almost’ all its Information Governance products under a single banner, and theoretically at …
Microsoft recently acquired the processing mining vendor Minit. We looked closely at Minit a little while back, and you can read our report on the …
IG is not easily defined or categorized; it is more of a concept than practice. Even so, it’s a critical concept, particularly in a world …
Gartner has dropped its Magic Quadrant (MQ) for Content Services; it’s a big event in a relatively small world.
The Trump Organization has retained HaystackID to use its tools to trawl through its communications and files to meet the requirements of legal disputes running …
Every month or two, we do a quick round-up of the deals in the Information Management and Automation sector that caught our eyes. So much …
egal tech appears to be ‘crossing the chasm’ to use a somewhat tired cliche. All in all, that is a good thing, but with that …
The fixed-page concept seems like one that is near eternal, but just as the world of web content management moved from fixed pages to dynamic …
We spotted the first capture unicorn in the wild, and (spoiler alert) it’s not an AI-powered intelligent document processing (IDP) startup.
IDP (AI-powered document capture/OCR) is about to cross the venerable chasm and enter the main street of B2B purchasing. And the charge is being led …
Before the pandemic, buyers were assailed by market and sales efforts from RPA and AI document automation vendors alike, which naturally spiked some interest. But …
We thought it about time that we took a good look at Google Document AI; the household names foray into the world of Document Capture. …
Every technology vendor and enterprise that recognizes that humans are the essential ingredient rather than the technology itself, that more data or information is not …
OCR and RPA are becoming commodities, but that does not mean the end of capture and process management vendors. Instead, it means it’s time for …
It was a pretty easy prediction to make in our October 2021 report on Process and Task Mining that more mining vendors would be acquired …
This will be the last of the year of these notes, but what a year it has been! From a macro perspective, this year has …
analyst notes we published at Deep Analysis in 2021? There are 89 in total! As the writers of this research, we have our personal favorites, …
TWAIN Direct’s ultimate goal is connecting devices directly to the software app, completely removing the PC from the middle. That’s really important to the new …
The most exciting deal of the quarter is not a deal at all yet, more just an expression of interest. SS&C, the financial services software …
Ignite was a vast digital event befitting of the newly-crowned world’s most valuable public company, with a dizzying array of product announcements rolled out around …
Does the Zillow algorithm fail have larger meaning for AI? Some tech pundits have used this story to rail against the blind adoption of AI …
Last week Dropbox to little fanfare announced that they had acquired San Francisco-based desktop search firm Command E.
Rossum, a cognitive capture software startup out of the Czech Republic, just closed a remarkable Series A round of $100 million to ramp up what …
Driven largely by the rise in popularity and similarly huge valuations of RPA (Robotic Process Automation), there is the impression that PTM and RPA technologies …
There is a boxing match this week between Tyson Fury and Deontay Wilder. But there is another equally heavyweight match lining up between Hyland and …
That is a tough pill to swallow for many enterprise software companies, but Box appears to be committed to it. From a buyer’s standpoint, it …
Salesforce has a vision; much of its work is customer-driven and reflects their needs, rather than the silicon valley norm of inventing things and finding …
It is worth noting, that what OpenText is doing is in stark contrast to its nearest competitor Hyland (backed by PE firm Thoma Bravo). That …
Considering the sheer volume of startups and smaller legacy firms, there is no shortage to choose from, and the economies of scale can make many …
A cheap and straightforward to install and use blockchain add-on/plugin to systems like SharePoint and Salesforce. I rarely call out a specific vendor in an …
etc.) compliant. Except this is not true. What has usually happened is that somebody within an enterprise has read an article somewhere by a legal …
One of the reasons eSignatures are not as widely used as they could be is the cost. Though Box’s announcement this week that they are …
It’s one thing to provide corporate access to video conferencing and messaging systems; it’s another challenge entirely to provide remote and tightly managed access to …
July has now kicked off with a bang or punches, depending on your viewpoint. Box put its boxing gloves on and smacked back hard at …
But one area that seems to have garnered little attention is the gritty reality of the challenge of finding information, gaining and sharing knowledge, and …
In perhaps the ultimate cool endorsement, last week at WWDC Apple announced optical character recognition will be embedded in iOS 15. Named LiveText OCR, Apple …
You can read more about the arcane world of file migration in our recent report, but though this Analyst Note focuses on Box Shuttle, the …
Move over, machine learning, here come the deep learning algorithms. We predict that deep learning models will disrupt the status quo of document classification over …
This past week, Utah-based NetDocuments ownership switched from Clearlake Capital Group to private equity firm Warburg Pincus, reportedly, for reportedly, over $1B documents. It’s an …
We’ve been talking about multimedia data capture in ECM and BPM for at least 20 years. Recent advancements in computing power and deep learning, leveraged …
Today there was important news in the Cognitive Capture market. ABBYY, a privately-held company, announced an investment from Marlin Equity Partners, which will make Marlin …
But, this past week, fellow cloud file migration vendor, SeeUnity (based in Colorado), was acquired by Boston, based private equity-backed legal tech firm Anaqua.
This week two events caught our attention in the industry a board shuffle at RPA vendor Automation Anywhere and Gimmals latest of several acquisitions. Let’s …
All in all quite month of activity, but all of course, overshadowed by the UIPath IPO. It will be interesting to see how this impacts …
We attended OpenText World Europe this April to learn where the ship is headed. OpenText made it very clear that it is staking its content …
The MyInvenio deal follows closely on the heels of IBM’s acquisition of Brazilian RPA vendor WDG and add’s yet more practical functionality to its growing …
My take was that this investment was a good move for Box. It provides longer-term stability and some protection against an activist investor who may …
Today MFiles, the USA/Finnish ECM company, announced that it had acquired London-based collaboration/filesharing firm Hubshare. It’s only the second acquisition that MFiles has made, the …
However, in practice, following and indeed enforcing these principles is going to be a major challenge. The trend in AI today is to build black …
Under the hood, Vantage utilizes Convolutional Neural Networks (CNN) that are pre-trained on hundreds of thousands of documents to extract visual features from a document. …
A common perception in the industry is that technology markets are linear. That markets follow the ‘Crossing the Chasm’ route, which takes them from innovators …
Today Dropbox announced that it is to acquire San Francisco-based DocSend, a VC-backed startup that has been around since 2013 and raised a little over …
For existing customers and community members of Nuxeo, Hylands continued approach to managing the open-source community and all that stands for will also be something …
Cloud File Migration vendors are the spark plugs to grow file-based cloud applications, nobody gives them much attention, but without them, nothing happens.
Today Box quietly announced that it had acquired Boston-based, file migration vendor Cloud FastPath (CFP). It’s a firm that Box has been working closely with …
This week Microsoft launched Viva, its employee experience platform, building on the foundational work of Project Cortex. Microsoft describes Viva as an organizing layer across …
Today Box announced that it had acquired Dutch eSignature firm SignRequest. This deal is of significant market interest for two reasons.
Today SAP announced that it is to acquire process intelligence vendor Signavio for $1.2B. Considering Signavio’s revenues were around $100m, and it had raised almost …
But, here’s the thing, a couple of years ago, everyone was talking about AI, but few were doing it. This past year things changed fast; …
Few saw the potential impact that RPA would have on the market, though many practice a form of revisionism to claim that they did. The …
2021 is now just around the corner, and Information Management is in for a big year of change, disruption, progress, and innovation; that’s not a …
But without a sense of reality, the willingness to do some hard work, and a recognition of the need for human expertise to understand what’s …
Software companies, and analysts alike, love to come up with unique product positions, and categories, that enable them to stand out from their competition. Put …
If we were to believe the industry hype, a firm like Gimmal would not be in growth mode. Instead, it would be weathering a storm …
Even though analysts need to label and sort enterprise technologies into neat silos, this practice has always been of limited value. As it often makes …
2020 has been a year of misery, economic crisis, hardship, political upheaval, and of course, COVID 19. So we want to close this year out …
Blockchain projects are different from typical IT projects in the areas of: business model, external relationships, skills, data, value chain, application development, risks, information and …
well-managed and governed data and content live in well-managed and highly structured environments. Rip them out of that environment, and sparks can fly. That goes …
This past week Peter Brooks and I finished up some client research on the topic of Enterprise Blockchain. The fact is from a year or …
This launch represents a pretty significant upgrade to IBM’s capture portfolio, and we expect that it will generate interest from customers partners and, of course, …
At Deep Analysis, we use industry terminology and we are well aware of who competes with who in which bucket. But that’s not of great …
Fortunately, workforce safety software has emerged to help organize and manage the return-to-work process.
Last year we oversaw a TSG* 11 Billon billion benchmarking exercise. This week we talked with Alfresco arch-rival, Nuxeo, who has now also taken it …
Under the banner of Project Cortex, Microsoft has taken a step back and essentially rethought, reframed, and rewritten the SharePoint experience. At heart, Syntex is …
The price has not been disclosed, but off the record, estimates tell me that TH Lee has made a tidy profit on their investment and …
Although as analysts we try our best to be ‘opinionated’ pragmatists so one thing we know for sure is that the numbers don’t lie. So …
Starting now, Hyland customers and partners can begin integrating Another Monday’s RPA software into Hyland products using web services and other open standards. Hyland fully …
The RPA/DPA world is now righting itself. There’s a clear trend, as these three important process automation and/or content management vendors made RPA acquisitions in …
The EFSS market is mature in that a handful of vendors now dominate. Similarly, it is mature in that the core technology foundations have stabilized, …
AI has become such a common term it would be easy to think that the addition of a little AI can improve everything. The reality …
In this short analyst note we discuss the importance of Information Governance in a world of home and hybrid working.
Deep Analysis is not an M&A Brokerage, but we do network widely and actively advise senior executives, both buyers, and sellers. So I would like …
The Audit firm Deloitte has been fined 15m pounds for its role in Autonomy’s sale to HP. The fine follows the conviction of Autonomy CFO …
Now IBM joins the party, making a modest acquisition of Sao Paolo based WDG Automation.
After these past few months, it has become clear that not every enterprise software firm is addressing or weathering the storm equally well. That said, …
I got an interesting question about RPA this week from our graphical designer. She has completed the design and layout for many of my reports …
It turns out that building a global blockchain infrastructure, though not cheap or straightforward, is very do’ able. What was impossible to access just five …
This year we spent time researching and talking to experts in Asia, Europe, Latin America, and the US. The result is this new report Oil …
Oracle, SAP & IBM all have impressive Blockchain credentials; within those organizations, there are people with vision and ambition. But we need that excitement to …
All established organizations must deal with their legacy IT, with decades of hodge-podge implementations, custom development, and little appreciation for the bigger picture. But the …
Whenever we discuss trends, the conversations inevitably turn to the future of artificial intelligence and machine learning (AI/ML) in process automation and robotic process automation …
The question that intrigues everyone is whether organizations will remain highly virtual when the pandemic recedes or whether hordes of workers will restart their commutes …
We recently revisited FileNet (still alive and kicking) and thought it time to check in with our old friend Documentum (also alive and kicking). What …
Increasingly, my colleague, Alan Pelz-Sharpe, and I are finding substantial convergence and common ground in our coverage areas. (Alan covers blockchain, content, compliance, and AI/ML, …
Have you ever wondered where all the Lean, Six Sigma, continuous improvement, and operational excellence practitioners have gone? When the BPM (methodology + software) conversation …
Though one can speculate that these deals may not have gone through had they been delayed a week or two, the fact is they did, …