On Monday, October 13, 2014, Salesforce.com announced the debut of a new cloud, SaaS solution named “Wave”. Back on September 16, 2014, IBM announced “Watson Analytics”, once again, a cloud SaaS, but, this time, a freemium offer. So it’s safe to say Analytics for the masses has become a new competitive ground for big, mature ISVs to contend for more market share.
A couple of points are worth noting about the Salesforce.com press release:
- GE Capital is mentioned as already using Wave. Given GE’s own recent PR campaign around its own data and analytics effort, one must wonder why the business finance component of the company opted not to use the home grown solution ostensibly available to it
- Informatica is mentioned as an “ecosystem” partner for Wave and released its own press release, titled Informatica Cloud Powers Wave, the Salesforce Analytics Cloud, to Break Down Big Data Challenges and Deliver Insights
The Wave announcement follows, by less than a month, IBM’s announcement of a freemium offer for “Watson Analytics”, and Oracle’s “Analytics Cloud”. Both of these offers are delivered via a cloud, SaaS model. So it’s likely safe to say enterprise technology consumers have demonstrated a significant appetite for analytics. The decision by Salesforce.com, IBM, and Oracle to all deliver their solutions via a cloud, SaaS offer speaks to the new enterprise computing topology (a heterogeneous computing environment) and the need to look to browsers as the ideal thin clients for users to work with their data online.
An ample supply of structured and unstructured data is likely motivating these enterprise tech consumers to look for methods of producing the kind of dashboards and graphs each of these analytics offers is capable of producing. With data collection methods advancing, particularly for big data (unstructured data), this appetite doesn’t look to abate anytime soon.
ISVs with solutions already available, principally Microsoft with its suite of Power tools for Excel (PowerBI, PowerPivot, etc), may also be participating in this “feeding frenzy”. It will be interesting to see how each of the ISVs with offers for this market fare over the next few business quarters.
Ira Michael Blonder
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