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

Generally I cover the Industry 4.0 shopfloor implementations in automotive and industrial heavy goods space but I have also been following the digital transformation pursuits of Unilever, and that too globally and not just for Unilever India The benefits observed by CPG companies are less percentage wise compared to those in automotive and industrial goods space, atleast this is my observation, though the data-points are still limited to make a very conclusive argument In ter

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

While going through the annual report for Sona Comstar (an Indian Automotive Supplier and listed script) today, I came across this word "Singhavalokana" which means and I quote the definition provided in the report "it is believed that after a lion has traversed a meaningful distance in the jungle, it looks back to examine the path it chose, and this is referred to as ‘Singhavalokana’ in Sanskrit. (CEO commentary by Sona Comstar) CEO, Vivek Vikram Singh (VVS) calls out intere

The Week Unpacked with Analyst Ankur : What we speak and what we do? 👉 [Private players in defence] While defense minister explicitly calls out "INR 50 Crore to be a good amount, only 79 projects being funded in 6 years and only 18 moving to development stage speaks of the acute shortage of funds and efforts. Earlier this year I remember hearing Neel Mehta, Asteria Aerospace Limited when he mentioned that unlike Automotive where the whole ecosystem is available, in next-gen

[Young MSME founders in IT and Engineering services] Over the last couple of months, I got chance to interact with multiple stakeholders across SME, MSME and new India digital services vendors as my friends at Confederation of Indian Industry, Sharp Electronics Corporation USA Vodafone Idea Limited, ZEE Business and Profectus Capital Pvt. Ltd invited me to showcase partner events. Couple of quick observations below:- 👉 Digital Competition Bill (DCB), 2024 might have counter