Posts tagged: ECM

Analyzing the 2009 Federal Budget – $71B in IT spend

Other Posts
 Jan 28, 2009

I was researching some government data this afternoon and noticed that the 2009 Federal budget had been posted as well as some analytical perspectives.

Let’s skip right to page 157 in the analysis, a section titled INTEGRATING SERVICES WITH INFORMATION TECHNOLOGY, which provides a discussion of the “$71 billion for Information Technology (IT) and the associated support services” that the President (Bush) had proposed. This represents a 3.8% increase over the 2008 budget, but it’s possible additional or reduced government spend by the Obama administration may change this figure. Read more »

Obama’s Plan: Focus on Healthcare, Part 2

Other Posts
 Dec 12, 2008

In my last post, I discussed some recent research conducted by the New England Journal of Medicine regarding Electronic Health Record (EHR) solutions in light of President-elect Obama’s proposal to invest $50 billion in these technologies. In this post, I’d like to broaden the scope of the discussion to include market dynamics, Google’s and Microsoft’s roles, and what the future may hold. As before, you can access a more robust audio/PPT webinar, which also includes some discussion of enabling technologies.

(Webinar note: although I briefly mention the importance of back-file digitization strategies in deploying an EHR — including capture hardware and software — this element should not be understated. Healthcare remains a paper-intensive vertical market, and strategies for digitizing the paper-based information that will continue to be created are at least as important as capturing the mass of legacy documents that are already in existence.  To this end, InfoTrends perceives growth in distributed capture hardware and software, which allow these paper documents to be ingested by EHRs closer to their point of origin.)

There seem to be two somewhat-competing camps in the healthcare records space: Read more »

“In 2 years, we won’t have laptops anymore”

Other Posts
 Nov 19, 2008

Thus spoke Open Text CEO John Shackleton at the opening keynote for Open Text’s 2008 user conference, aptly named Content World. Those of you working with Open Text are likely more familiar with the “LiveLinkUp” event of the past, which was renamed this year to promote the ‘one voice, one vision’ theme. In line with this shift, I’ve found that a few product lines are moving towards a single-brand identity, with the (former) Red Dot Web content management (WCM) solution being referred to more often as WCM for LiveLink.

So maybe Mr. Shackleton is a little off in his perceived timing for this next evolution of information technology, and more than likely, this was a rhetorical statement. Then again, for those who saw InfoTrends’ President Jeff Hayes’ keynote at ODS, we all know “the cloud” and “mobile” are coming. Read more »

ODS Follow-up: Continuing our SharePoint conversations…

Other Posts
 Nov 14, 2008

For those of you that attended our SharePoint keynote panel yesterday morning, I wanted to reach out and offer the opportunity to continue the conversation. Unfortunately, we ran a little bit over the allotted time and didn’t have the chance to address audience questions (nor several of my own). So that said, feel free to e-mail me directly, or post some questions/comments under this post. I’ll follow-up with our panel and post their responses here!

Based on what we heard during the keynote, it seems SharePoint could be a real disruptor for our markets and especially important as the convergence of hardware and software (and of workgroup and enterprise solutions) comes to fruition. The Microsoft ecosystem could be an ‘in’ for hardware manufacturers, workgroup ISVs, as well as enterprise ISVs to approach end-to-end solutions in a truly process-centric manner. Read more »

Some pretty good earnings, eh?

Other Posts
 Nov 5, 2008

The last of the major ECM vendors to report earnings this quarter has done so… Canadian software developer Open Text beat the street on Monday, reporting 11% YoY growth in revenue and 88% YoY growth in net income. Anecdotally, it’s hard to keep calling these guys “Canadian” when they have offices on almost every continent and annual revenue approaching $1B.

Open Text also announced the close of its Captaris acquisition and roadmap, which has important implications for the covergence of ECM solutions and OEM hardware. (InfoTrends’ report on the acquisition is available to Office group clients as well as through the Pub store here.) Read more »

Interwoven announces record Q3 (and other signs we’re not doomed)

Other Posts
 Oct 23, 2008

Released about 40 minutes ago, Interwoven’s (IWOV) Q3 results are truly exceptional. Highlights include:

  • “Record top line and bottom line results, and this is our 20th consecutive quarter of year-over-year revenue growth.
  • Total revenues were a record $65.9 million, an increase of 19 percent over the third quarter of 2007.
  • Non-GAAP net income was a record $8.4 million, an increase of 15 percent from non-GAAP net income of $7.3 million in the third quarter of 2007.
  • License revenue growth was 14 percent, a clear sign we continue to take share from the competition.
  • Consulting, training, and software as a service revenues were $13.9 million, an increase of 37% over the third quarter of last year.”

Of course, the full release will require some vetting, and today’s conference call (5pm sharp!) should provide additional insight.

Not surprising to this analyst would be strong license growth around Interwoven’s Segmentation, Targeting, and Optimization Web Content Management (WCM) offerings, which have been [anecdotally] quite powerful and well-received. (For you “print” folks, the integrated offerings are similar to transpromo, custom communications… for the Web channel.) Read more »

An “Open” Dialogue on Financial Services

Other Posts
 Sep 29, 2008

http://www.guardian.co.uk/business/2008/sep/21/technology.banking

…Wall Street banks have become insatiable consumers of IT services and some of the fallen giants had built up formidable computational resources, which were viewed by their purchasers as virtually the only non-toxic assets that they possessed. According to specialist website Datacenterknowledge.com, Lehman Brothers’ two data centres were central to the deal in which Barclays paid $1.75bn to acquire most of Lehman’s North American operations. The data centres and Lehman’s headquarters building ‘accounted for $1.5bn of the deal’s value, with the British bank paying just $250m in cash for Lehman’s North American investment banking and capital markets businesses,’ it said.

The breakneck consolidation of the banking sector is going to have a major impact on industries that supply banks with IT products and services. Within institutions, the imperative will be to minimise avoidable turmoil in the infrastructure. That means, for example, planned upgrades to Vista suddenly become non-starters – which implies that the related purchase of higher-specification PCs may also be postponed. So the crash will affect Microsoft (which is refusing to reveal data about how many Vista licences have actually been activated) and hardware vendors such as Dell, Lenovo and HP. Read more »

2016 InfoTrends, Inc.

WordPress Appliance - Powered by TurnKey Linux