SAP is now claiming
that it is gaining customers at the expense of Oracle and Oracle's new business intelligence acquisition, Hyperion.
SAP reports that over the past several months more than 100 customers worldwide have chosen SAP for enterprise performance management with the intention to replace Hyperion solutions. It lists a number of wins specifically in its press release linked above.
Josh Greenbaum has some interesting commentary
on SAP's claim. He thinks that it reflects a shift in tactics on the part of SAP, to more aggressively counter Oracle and its attempts to dislodge SAP from its position as the leading provider of enterprise systems worldwide.
He also points out that SAP may have even more success in winning business intelligence customers from Oracle in the future:
What’s interesting about SAP’s Hyperion wins is that they had nothing to do with Business Objects technology — all of them were recorded before the acquisition was complete. So the folks at SAP are promising an even stronger position vis-a-vis Oracle as the BO product line starts to make its way into the hands of SAP’s sales force.
How this will all end with respect to Oracle’s and SAP’s market position is anyone’s guess at this point. But I think it’s healthy to see a little balance restored in the marketplace of ideas: the onus is now on Oracle to prove that it’s gaining ground on SAP, and I can’t wait to see what they come up with. Not just because it provides fodder for this and many other blogs, but because it charges the companies’ respective customer bases with a little skepticism and some healthy doubt about how one-sided any part of the enterprise software market is at any given time. The rivalry between SAP and Oracle is complex, nuanced, and constantly evolving. Today we saw another example of how this statement becomes more true with every day.
Business intelligence is an interesting battleground for SAP and Oracle. Companies deciding on a new ERP system rarely make business intelligence the primary factor driving the decision. But for large enterprises that have both Oracle and SAP in various parts of the organization, the choice of a unified business intelligence platform could shift the balance of power from one vendor to the other. Ultimately, it could lead to standardizing on one ERP vendor or the other.
Senior executives don't enter purchase orders, process credits and debits, or release shop orders. But they do interact with enterprise performance management applications. Business intelligence is the one enterprise application that senior executives--the ultimate decision makers--use on a day to day basis. Therefore, whether an executive uses a business intelligence solution from Oracle or SAP is a big deal. So, it's no wonder that these two vendors are going after each other for BI mind-share.Related postsSAP to buy Business ObjectsOracle hustles HyperionIBM buying CognosTwo more business intelligence vendors are hooking upVendor consolidation hits business intelligence sector