17
Feb

Microsoft lowers the volume on its Mobile First Cloud First clarion call at least for SharePoint

2-Color-Design-Hi-Res-100px-widthIn the aftermath of SPTechCon Austin, and a number of announcements from Microsoft, not the least of which being the planned debut of SharePoint 2016 (http://www NULL.zdnet NULL.com/article/microsoft-reconfirms-it-will-deliver-an-on-premises-sharepoint-2016-release/), later this year, it is safe to say the volume on “mobile first, cloud first” has been turned down by Redmond.

But not without a fight. Anyone reading a post to the Office blog titled Evolution of SharePoint (http://blogs NULL.office NULL.com/2015/02/02/evolution-sharepoint/) will not find a section dedicated to “SharePoint Server 2016” in this roadmap. Nevertheless, the impact of the following acknowledgement: “But, we realize many customers continue to run their businesses on-premises, within the firewall or with hybrid deployments. That’s why we are committed to making the next version of SharePoint server the most secure, stable and reliable version to date—allowing organizations to take advantage of cloud innovation on their terms” cannot be missed.

Somewhere at Microsoft, a Kubler-Ross level of acceptance (stage 3 of her “On Death and Dying” presentation) has developed about the likelihood of enterprise business and comparably sized organizations in the public and private sector deciding to drop their on-premises SharePoint servers for SharePoint Online/Office 365. Wholesale migration to Office 365 cloud SaaS services will not happen any time soon for this market segment. But a hybrid computing scenario of on-premises computing PLUS a cloud component may work.

I attended SPTechCon Austin along with Asif Rehmani (Asif Rehmani has maintained a position as a SharePoint MVP for each of the last 8 years, and is the CEO of VisualSP (http://www NULL.visualsp NULL.com)). We were exhibitors at the conference. Asif Rehmani also delivered two well attended presentations on no-code approaches to custom process development for SharePoint.

I spoke with representatives from some of the larger companies based in the US (top 5 businesses in the energy sector, global financial firms, and manufacturers of heavy equipment), as well as with representatives from US government agencies at state and federal levels. With the exception of one of these conversations, the others were either entirely focused on SharePoint Server, on-premises, or on a hybrid computing scenario, where SharePoint Online, Office 365 would be implemented in parallel to on-premises servers.

The unique problem represented by SharePoint server, on-premises, in my opinion, is its historical role as a computing platform for the organizations opting to implement it. When applications are customized to enhance their usefulness within a computing platform (like an intranet, or an extranet), it becomes a monumental task to de-couple them from the platform, itself. Microsoft apparently recognized this back in December of 2014 and devoted over 6 hours of its Microsoft Virtual Academy training offer to a presentation on Transform SharePoint Customizations to SharePoint App Model (http://www NULL.microsoftvirtualacademy NULL.com/training-courses/transform-sharepoint-customizations-to-sharepoint-app-model).

Ironically, with a more appropriate perspective squarely in place, in my opinion many more of the larger communities of SharePoint users will be likely to decide to implement SharePoint Online, Office 365 than would otherwise have been the case. At the same time, Microsoft will likely benefit from a popular new on-premises server offer in the form of SharePoint server 2016.

Ira Michael Blonder

© IMB Enterprises, Inc. & Ira Michael Blonder, 2015 All Rights Reserved

2
Jan

PaaS is Oracle’s sweet spot for 2015

2-Color-Design-Hi-Res-100px-width During Oracle’s Q2 2015 earnings conference call (http://event NULL.on24 NULL.com/eventRegistration/console/EventConsoleNG NULL.jsp?uimode=nextgeneration&eventid=899203&sessionid=1&username=&partnerref=&format=fhaudio&mobile=false&flashsupportedmobiledevice=false&helpcenter=false&key=CFCBAC25A02371FB8BC443F37F16A5AF&text_language_id=en&playerwidth=1000&playerheight=650&overwritelobby=y&eventuserid=110387184&contenttype=A&mediametricsessionid=87042861&mediametricid=1380848&usercd=110387184&mode=launch#), Larry Ellison, Executive Chairman and CTO informed his audience of analysts about the importance of platform as a service, PaaS to Oracle’s strategy to grow its cloud business. Per Ellison, PaaS is the differentiator promising to elevate Oracle’s cloud business from the commodity-driven world of infrastructure as a service (IaaS) to something more attractive, meaning a product with more promising return on investment given Oracle’s commitment to product development, general and administrative (G&A) expenses, and sales and marketing.

So what is the core of Oracle’s PaaS offer? Per Ellison, PaaS for Oracle amounts to the combination of the Java software language and Oracle’s database product. Ellison did not mention hardware, but, Mark Hurd, one of the two co-Presidents of the company (Safra Catz is the other co-President) cited surprising strength in sales of Oracle’s SPARC super cluster, and the SPARC database appliance later in the call during an answer to a question.

Leaving aside the highly competitive tone of Ellison’s comments (he mentioned Salesforce.com and Workday as direct competitors at numerous points), his PaaS claim is, in my opinion, credible. Oracle has demonstrated a clear commitment to defend the proprietary nature of its Java language, so it should be safe to assume customers will have to pay a price should they opt to use the language to customize solutions, build tools, etc. There was absolutely no specific mention of individual database products throughout the conference call, so it is also likely safe to assume management is confident in the attractiveness of Oracle’s traditional RDBMS products for its new found customer base for cloud offers. Of course, coming quarterly reports should be carefully reviewed to see if any mention of database product mix pops up. I was eager to hear some mention about the condition of Oracle’s own NoSQL database, but there was no mention of it. The only references to “big data” came up when Ellison spoke about Oracle’s Exalogic and Exadata servers.

The lengthy list of prominent larger businesses already committed to Oracle’s cloud offers, which Mark Hurd referred to as a list of “icons” is impressive, and, further, is also indicative of why a company like Oracle (much has been the case, I would argue, for Microsoft, as well) truly can benefit from expanding the volume of its cloud activity — and get paid for it. After all, each of the companies behind these icons is probably hosting one, or more of Oracle’s on-premises solutions. Oracle, Microsoft, IBM, SAP and EMC each stand to benefit from robust customer interest in hybrid computing scenarios as the result of large installed bases of on-premises computing systems.

In contract, Salesforce.com, Amazon, Google, Workday cannot leverage proprietary on-premises systems to achieve the same advantage.

Ira Michael Blonder

© IMB Enterprises, Inc. & Ira Michael Blonder, 2014 All Rights Reserved