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First Take - SapphireNow - Bill McDermott Day #1 Keynote

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This morning SAP CEO Bill McDermott kicked off Sapphire in Orlando.

 


Here are my Top 3 takeaways:

HANA remains front and center– It was very clear from the selection of customer stories (Under Armour, ENI) that HANA remains at the center of the SAP value proposition – again at this Sapphire. Faster, more data, better insights are the value propositions of HANA, and we have heard them over and over. McDermott even referenced data compression capabilities. 


McDermott opened Sapphire 2015

S/4HANA gets a roadmap tomorrow (!) – McDermott also referred to S/4HANA getting a roadmap tomorrow, pre-viewing what Bernd Leukert would communicate in his keynote tomorrow, on Wednesday. So a big tease, but the problem of having 3 keynotes in 3 days and McDermott said he didn’t want to spill the ‘beans’ – but then he did in regards of talking geographies and industries. We will know more in 24 hours.

 
Google's Schmidt talks about Google Docs and Google Cloud Platform


SAP attracts brands & partners  – No matter where SAP is in re-inventing itself on HANA, S/4HANA, the HANA Cloud platform etc. – it manages to attract key brands to build on its platform or to partner with SAP. Today it was Under Armour (which has been used a few times already), but also partnerships with Facebook (!) and Google (around Google Docs and using Google Cloud Platform). But not only had I missed what SAP is partnering with Facebook about.

MyPOV

A good start for SAP’s Sapphire with a general preview of key things to happen. Never easy to kick off Sapphire and not give away too much – so a good start by McDermott. At some points it seemed to be all over the place though – of course simple came up often, outcomes were featured prominently, but I struggled to find the red threat at times (may have been the early start, too). Overall more of a light appetizer than substance – very much looking forward to the main course with Leukert tomorrow.

And more on overall SAP strategy and products:

  • In Depth - S/4HANA qualities as presented by Plattner - play for play - read here
  • First Take - SAP Cloud for Planning - the next spreadsheet killer is off to a good start - read here
  • Progress Report - SAP HCM makes progress and consolidates - a lot of moving parts - read here
  • First Take - SAP launches S/4HANA - The good, the challenge and the concern - read here
  • First Take - SAP's IoT strategy becomes clearer - read here
  • SAP appoints a CTO - some musings - read here
  • Event Report - SAP's SAPtd - (Finally) more talk on PaaS, good progress and aligning with IBM and Oracle - read here
  • News Analysis - SAP and IBM partner for cloud success - good news - read here
  • Market Move - SAP strikes again - this time it is Concur and the spend into spend management - read here
  • Event Report - SAP SuccessFactors picks up speed - but there remains work to be done - read here
  • First Take - SAP SuccessFactors SuccessConnect - Top 3 Takeaways Day 1 Keynote - read here.
  • Event Report - Sapphire - SAP finds its (unique) path to cloud - read here
  • What I would like SAP to address this Sapphire - read here
  • News Analysis - SAP becomes more about applications - again - read here
  • Market Move - SAP acquires Fieldglass - off to the contingent workforce - early move or reaction? Read here.
  • SAP's startup program keep rolling – read here.
  • Why SAP acquired KXEN? Getting serious about Analytics – read here.
  • SAP steamlines organization further – the Danes are leaving – read here.
  • Reading between the lines… SAP Q2 Earnings – cloudy with potential structural changes – read here.
  • SAP wants to be a technology company, really – read here
  • Why SAP acquired hybris software – read here.
  • SAP gets serious about the cloud – organizationally – read here.
  • Taking stock – what SAP answered and it didn’t answer this Sapphire [2013] – read here.
  • Act III & Final Day – A tale of two conference – Sapphire & SuiteWorld13 – read here.
  • The middle day – 2 keynotes and press releases – Sapphire & SuiteWorld – read here.
  • A tale of 2 keynotes and press releases – Sapphire & SuiteWorld – read here.
  • What I would like SAP to address this Sapphire – read here.
  • Why 3rd party maintenance is key to SAP’s and Oracle’s success – read here.
  • Why SAP acquired Camillion – read here.
  • Why SAP acquired SmartOps – read here.
  • Next in your mall – SAP and Oracle? Read here.


And more about SAP technology:
  • HANA Cloud Platform - Revisited - Improvements ahead and turning into a real PaaS - read here
  • News Analysis - SAP commits to CloudFoundry and OpenSource - key steps - but what is the direction? - Read here.
  • News Analysis - SAP moves Ariba Spend Visibility to HANA - Interesting first step in a long journey - read here
  • Launch Report - When BW 7.4 meets HANA it is like 2 + 2 = 5 - but is 5 enough - read here
  • Event Report - BI 2014 and HANA 2014 takeaways - it is all about HANA and Lumira - but is that enough? Read here.
  • News Analysis – SAP slices and dices into more Cloud, and of course more HANA – read here.
  • SAP gets serious about open source and courts developers – about time – read here.
  • My top 3 takeaways from the SAP TechEd keynote – read here.
  • SAP discovers elasticity for HANA – kind of – read here.
  • Can HANA Cloud be elastic? Tough – read here.
  • SAP’s Cloud plans get more cloudy – read here.
  • HANA Enterprise Cloud helps SAP discover the cloud (benefits) – read here.

Find more coverage on the Constellation Research website here.


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