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 interest to us; we are looking instead for the elements of innovation, the differences that set them apart, rather than what they have in common.
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 to 11. On the one hand, we can see massive benchmarking activities as little more than techies showing off. On the other hand, and it will come as a surprise to some, today’s repositories of documents are sometimes counted in multiple billions.
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 an AI system that leverages Microsoft Graph, its data, and intelligence platform for Microsoft365.
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 that Hyland has not overpaid. However, as always, it is essential to note that no M&A transaction is without tears. Alfresco ran a long and steady race as an independent championing open source ECM
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, though there are differences to compare and contrast. But that does not tell the whole story, as EFSS systems continues to sell at a surprisingly fast clip.
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 to think we have a good idea of what is going on behind the scenes in the Information and Process Management world. I can tell you for sure that there are personal anguish and difficulties to resolve during the pandemic. Still, the business itself is thriving, for most.
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 Sushavan Hussain of fraud and the recent trial of ex Autonomy CEO Mike Lynch in London’s high court, followed by his arrest and extradition request to the US. What a mess.
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, enterprise software has, overall, been thriving admits the pandemic and, at this point, has a good chance of emerging relatively unscathed.
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 years ago is now accessible from any connected laptop with the swipe of a credit card. Though admittedly, there is more to be done, the global blockchain backbone exists today and is available to anyone that wants to use or develop upon it.
