Concur Technologies, Inc. (CNQR)
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Greenberg
New Rivals May Torment Salesforce.com and Concur - Barron's [view article]
Actually all these companies compete against each other! Maybe Concur does not have SFA, but Salesforce.com does have expense reporting to some degree, and Netsuite does have SFA and CRM and Accounting, etc.I believe dozens of new rivals will go public including companies such as Salesboom.com and Entellium Reply
New Rivals May Torment Salesforce.com and Concur - Barron's [view article]
Totally agree with The Dawg. If we were back a dozen years ago or so, it would be like this guy saying that there could only be two successful software companies in the world.On demand applications compete on function -- expense reporting, travel booking, salesforce automation, etc. -- not on the software delivery model. The delivery model drives up value because of the lower costs and therefore higher leveraged profitability. Reply
New Rivals May Torment Salesforce.com and Concur - Barron's [view article]
I don't get your point at all - these apps all do different things. Neither N nor SFSF do expense reporting - so how do they compete with Concur? And while N has salesforce automation, SFSF does not.It's not like a company needs only 1 SAAS vendor. They need multiple, picking the best-of-breed apps for specific tasks. Reply
SaaS Companies Vulnerable in a Recession [view article]
In a recession, the non-SaaS would be even more vulnerable. ReplySaaS Companies Vulnerable in a Recession [view article]
On the other hand, couldn't you argue that in a recession companies will avoid large financial commitments (traditional software purchases), but might be more willing to move to a SaaS solution, particularly if it costs less than their current solution? ReplySaaS Companies Vulnerable in a Recession [view article]
Speaking as the CEO of a SaaS company, I would like to say that not only is this article right on the money, but there is another reason why traditional SaaS companies are vulnerable:As use of an application spreads accross a company, so does the need for tight integration with sensitive back end systems such as accounting and ERP. Just try going to the head of Information Security and asking her to allow an event which occurs outside the firewall to trigger updates in these systems. Some such individuals are as accomodating as that (ex) HP ethics officer, but most will respond in a direct and blunt manner.
This is why we support the hybrid model referenced in the above article. Applications built on SaaSWizard can be moved to the customer's choice of Linux or Windows server inside their firewall with just 6 mouse clicks. We call this SaaS+.
Prehaps more interesting is that SaaSWizard (www.saaswizard.com) enables the development of full enterprise-class SaaS+ applications in a matter of weeks and without writing a line of code.
ManuLogic (www.lexnetcg.com/index...) was developed in under a week and recouped that investment before it was even accounced.
Our vision is to allow VAR's and System Integrators to leverage their specialized industry knowledge to create SaaS applications without having to invest in programmers or hosting infrastructure. We provide the software infrastructure, they provide the in-depth understanding of customer requirements and together we deliver a precisely targeted solution for their market.
In summmary, the entire economy seems to be heading for a downturn and I am sure that all segments will suffer, but for VAR's and SI's who offer unique SaaS applications and enjoy both ongoing SaaS revenue as well as service revenue and follow-on sales revenue, the future looks bright indeed.
Colin Earl, CEO
saaswizard.com
Reply
SaaS Companies Vulnerable in a Recession [view article]
An interesting, but possibly skewed take on the issue.Given a nine month time frame for a recession I would think that 'all' software suppliers would be feeling some sort of pain. It's not as if the established 'real' software suppliers do not rely on a process of continuous 'improvement' to keep the money flowing in.
I'd hazard a guess, and you imply it yourselves, that the 'poor' performers are WEB2.0 centric suppliers of SaaS where the product quality as such may be dubious and, of course, there is the 'lock in' that you mention. It might be 'cheap', it might be 'quick' and it might be, at face value, responsive and flexible, but, is it dirty?
There is much talk amongst and from the suppliers about implementation of platforms on which the end user will be able to make their own contribution to the product base. It sounds very WEB2.0 community paradigm but does that mean the customers are now expected to contribute to the vendors profits.
And all this is really in its infancy so what sort of wave are people trying to ride. If you dig deeper then you will find that the base langauges for this sort of thing are really just abstractions of any common object oriented language but they are being built on or within restrictions set by the delivery method.
The problem is that the foundations for them are still being laid and, at the moment, all we have is sand which appears to being built on more sand.
Of course I'm only here to mention the other available delivery model for SaaS which is Streaming SaaS. This is the real deal.
Established software companies with an investment in real programs written using proper software now have an opportunity to deliver their product in a way that makes WE2.0 SaaS look like the toy it really is. And they don't have to re-write or cripple anything to get the job done.
There are noises from Microsoft in this direction. However the new (but old) kid on the block is Endeavors Technologies.
www.endeavors.com
Do yourselves a serious flavor (sic) and check out what a Streaming SaaS model might do for you. The revamped version of AppExpress is now available for download at..
tryitnow.endeavors.com...
That's the Lite version and it is free. Q1 2008 the Application JukeBox is tagged for release.
So, before you go breaking what you have got in order to jump on the 'New Paradigm' wagon just make sure someone else didn't go and re-write the 'Paradigm' whilst everyone else was shouting about the New one.
Camilla Reply
beta
Concur Tech Should Rise on Momentum for Travel SaaS [view article]
Enter your comment hereI think you've overvalued CNQR. Here's why1. CNQR will face significant challenges around adoption of Travel 2.0 . Their migration strategy for customers is weak and adoption will be a key challenge for them. Watch this unfold in 2008.
2. Competition is heating up with entry of new players in to the expense market which by the way has low barriers to entry.
3. They have no platform and worst still every technology under the sun which will increase their cost of operations. Reply