If you are in IT sales, then key for you is to know what could be the possible trigger for the business to think about :- Digital Transformation Existing IT systems upgrade Existing IT systems benchmarking with industry peers ERP systems modernization .... IT sales guys keep looping between business and IT side, with the two mostly head to head in terms of case for modernization versus as-is state of affairs. For the business, digital transformation only makes sense when it a

1. Increased share of suppliers in working with OEMs from design stage : MForesight: Alliance for Manufacturing Foresight estimated global percentage to be <50% in late 1980s to ~70% in 2011. Since 2011, no quant estimate is there but - My understanding of space suggests that this number has risen significantly globally - In Indian context, Tier-1 has largely been predominant till 2018's, so the pecentage is bound to be much less than global standards 2. Since 2018 followin

As per an interesting statistic, a mid and large sized enterprise on an average uses 100+ SaaS tools across its internal and external operations. Couple of years back, a lot of work was either manual or excel driven, cut to today, we have fund-raising rounds happening everyday thus leading to a flurry of applications and cloud based non-premise solutions where users either log their attendance or tick mark their vendor selections. While it started with the ease of digitizatio

State of Digital Transformation at Indian Auto Ancillaries (H1'26) My quick take on what they are doing very well:- 👉 One of the strongest performers in my assessment especially on the digital design and digital manufacturing nuances (Advanced MES deployments) 👉 One of the few auto-ancillaries which is implementing digitization initiatives basis a structured framework and not haphazard POC implementations. Their ZF Production System (ZF PS) is a 360 framework focusing on al

1. Palantir Technologies in their filing notes " Across both the public and private sectors, there is a history of failures when investing in new technologies. One U.S. military department spent more than $1 billion building an enterprise resource planning system from scratch. The system was never delivered, and the project was terminated. Many of our customers have had similar experiences investing millions — even billions — of dollars in digital transformation projects, ent

NVIDIA, Oracle, Meta seem to be in the most turbulent zone for the next 1-4 year time horizon! I ran a 2x2 analysis on quantum of risk v/s Immediacy of risk on select US tech companies - Risky US Stocks Parameters used on both X and Y axis:- 1. Difficulty in monetization and sustainability of AI initiatives 2. Threat to existing key (>50% by revenue) revenue component 3. Failure to hire and retain key personnel 4. Effect of macro-economic factors Insights :- 1. Netflix Shopif

👉 For quite sometime, multiple conversations are running with narrative like "SaaS is dead" | "SaaS is losing its value" - these conversations are running as current AI support has enabled enterprises to build certain modules internally thus making some think "SaaS as redundant" 👉 While in my next post, I will cover the changing "landscape of SaaS" - I want to callout how Klarna's current move is distraction 👉 Klarna is a buy-now, pay-later provider (credit underwriting ma

Responsible Tech, genetic diversity and ownership hold key to unfolding of 19th July MSFT-CRWD saga!! [Implications of cloud outage] 👉 Couple of months back, probably in early 2024, we saw Economic Advisory Council to the Prime Minister (EAC-PM) coming up with CAS (complex adaptive system) approach to regulate AI. This was running parallel to the RAI (responsible AI) initiatives being run across technology providers (Microsoft, Google taking the lead here) and system integra

Happiest Minds Technologies CTO Sridhar Mantha mentions AI to be an iPhone moment (Implications of AI implementation) in the industry. He says “When the iPhone came, it was not meant for a specific industry like retail or banking or entertainment. AI is such a powerful horizontal technology” I second his thought process as we have already seen fairly successful AI implementations and WIP in fields which required: - 1. Hyper-personalized Customer Experience 2. Real-time

GenAI chatbot developers take on the ever-evolving AI-assistants space (AI-agent rush) In an interesting discussion with ex-software engineers and now full-time GenAI based product entrepreneurs Anmol Rishi and Utkarsh Marwaha revealed their findings of what according them are the top 3 key use cases GenAI assistants :- 1️⃣ First is what they call as AI-servant or labor which is say helping kids do their homework quickly or an AI-bot doing table reservation. Interesting to no

Recent happenings in the Engineering R&D services market:- Developments in ER&D Market :- 👉 [Ericsson faces the Nokia moment] Last year Nokia backed off from its own cloud platforms and partnered with IBM Red Hat but as Light Reading suggests Ericsson will not go this way because their clients are happy with current bundle of cloud, even if it means high SI cost. Seems similar to how Nokia years earlier justified no demand for touch phones! 👉 [Manufacturing Activity picks u

While tracking GenAI space, I am having continuous conversations (not at a cross-sectional level but at a longitudinal level over last 5 months) with my acquittances and strategists at Microsoft, ZS, Boston Consulting Group (BCG), Mastercard, PVR Limited, HDFC Bank, Intel Corporation, BBVA, airtel, The D. E. Shaw Group about GenAI and you know in a matter of couple of months things have significantly changed:- 👉 Around Oct/Nov'23 risks weighed significantly more in the conve