May 25, 2012

Disparate technologies potentially represent supportability and usability risks.

At face value, SAP’s recent acquisitions of Ariba, Syclo and Successfactors have little in common with one another. The common denominator seems to be the the shift from on-premise technology to cloud based technologies and SaaS in general but with the twist of mobility enablement but they are all likely all built on different technology stacks. The fact that Ariba has been around for 16 years and has successfully demonstrated a viable market for Spend and Contract Management undoubtedly helps justify the $45 per share but perhaps even more interesting, is the synergies with existing SAP technologies. There seem to… Read more