Microsoft recently held its annual Dynamics Fall Analyst Event (FAE) in Redmond, Washington, where news about the company’s Windows 8 platform (see Part One of this blog series) and Microsoft Dynamics products (see Part Two of this blog series) was released. Among the demos and tours was info on some of the lesser-known data platforms and business intelligence (BI) capabilities for Microsoft Dynamics.

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Part 1 of this blog series started with the assertion that cloud computing is reaching mainstream adoption in the enterprise applications space. Indeed, virtually all renowned independent software vendors (ISVs) already offer or plan to offer some or all of their products as a service (on-demand software).

My blog post then expanded onto some cloud computing definitions and nuances, to establish that enterprise resource planning (ERP) ISVs have a few different ways to take the cloud plunge. Possibly the most viable approach is to partner with an established platform as a service (PaaS) provider.

Finally, my post concluded with the recent symbiotic relationship (and mutual endorsements) between Microsoft and Infor. During its annual Worldwide Partner Conference (WPC) 2010, Microsoft (as expected) continued to emphasize that it was embracing the cloud at the core of its current and future product strategy. For its part, Infor announced the launch of Infor24, its blueprint for delivering cloud versions of its enterprise applications.  Infor is also working closely with Microsoft to enable its key applications on the Windows Azure Platform

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Anyone that is still vociferously doubting and denying the future of cloud computing and its near-mainstream nature will sound as strange and nutty as some US Senate hopefuls that still proudly deny evolution and climate change (while admitting to “dabbling with witchcraft” in the not-too-distant past). In fact, can anyone name a renowned enterprise resource planning (ERP) vendor that has not yet at least announced its cloud computing plans and strategy (if not already delivered actual cloud products)?

During the Grape Escape 2010 event this past summer, the common theme in all four featured vendors’ announcements was getting the “cloud religion.” I am still amazed to see how some of these vendors’ mantras have transformed from “Our customers do not ask for it!” to “We are in the cloud too!” in just a couple of years. 

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2010 has certainly been an interesting (if not a crossroads) year for Infor. Namely, after a number of new high-profile hires at the beginning of the year, which signalled Infor’s intention to be taken seriously, the vendor then entered an eerily quieter period of several months. Except for the ongoing vocal marketing campaign entitled “Down with Big ERP” with witty cartoonish billboards and banners adorning major airports, magazines, web sites, and so on (and which has been acknowledged as successful to me even by Infor’s competitors, albeit privately and begrudgingly).

During this period, many market observers were aware of a quiet exodus of executives who were once considered crucial within Infor (at least we all remember their keynotes from past Inforum conferences). As Frank Scavo pointed out in his recent blog post, Infor has lost several key executives recently. These individuals were the key architects of Infor’s all-encompassing Open SOA strategy that was once touted as the only way to satisfy all diverse Infor customers.

So, what was all this change of guard about? Is Infor now backing out of its previous (too ambitious and perhaps non-feasible) product roadmap to start a brand new one? Perhaps these were just some modifications to the strategy, or something else under pressure from impatient investors awaiting their payday?

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Time and again during my decade or so of covering the enterprise applications market as an industry analyst I have witnessed what difference a year can make. And boy, would 2008 be such a year!

A year ago or so, I concluded an in-depth four-part series on Deltek (NASDAQ: PROJ), whose executives were recently happy to tell me that 2008 was not that terrible a year for the company. Quite the contrary, Deltek feels comfortable as a company even in these troubled economic times. Read the rest of this entry »