Great point! I think BMC just got (or will later this year) the upper hand vs.SNOW. BMC *can* now be more flexible while SNOW is now slave to the money.
On Thu, May 9, 2013 at 7:17 AM, Lee Cullom < [email protected]> wrote: > Oh, I totally agree that the future of Remedy would be secure. However, I > would be pessimistic about revenue growth and new customer acquisition > because neither of them (Oracle or SAP) have a specialized ITSM sales > force. Pricing would go up, sales team quality down, and product roadmap > would be cloudy and buried under products with much larger markets. ITSM > is only a $1.5 billion dollar market, so R&D dollars would go to the larger > markets like CRM ($15 Billion). Also, there would be no hope of Remedy > becoming a PaaS as it should. With some architectural changes, Remedy > could be the most powerful PaaS on the planet, so I see BMC as the last > hope of that happening. Imagine if this community could become part of an > AppExchange. > > Still - to your point, Remedy will survive. In fact, Remedy will survive > no matter what happens, but I just harken back to those days when it was > thriving... as a separate BU under Dick Stark at BMC (30+% Revenue Growth > at that time)... or when Remedy was its own company. > > The product is still the best. ServiceNow's biggest win was in hiring all > of the ex-Remedy sales people and solution consultants (impact of a > specialty sales force). That's how they're winning... not to mention their > vastly superior support team. Listen to a support call with a ServiceNow > customer vs. BMC Support. I've heard them both multiple times since we > have customers on both product lines. BMC = Send me your logs, send me > your logs, send me your logs. Vs. SNOW = A 2nd or 3rd tier quality person > on the front-line. > > However, given enough time and money, ServiceNow could make their product > better. On the flip side, they're a public company now, so watch how their > model changes from what I just described. In fact, customers tell me that > they already charge for approvers and end users now... the cycle continues. > > > > For our latest product demonstrations, please visit – > http://www.youtube.com/user/northcraftanalytics > > Lee Cullom | Northcraft Analytics > IT Metrics Specialist | Business Intelligence for ITSM > Direct - 678-438-7244 | [email protected] > Main - (678) 664-ITSM > > http://www.northcraftanalytics.com > > > THE CONTENTS OF THIS EMAIL, INCLUDING THE CONTENTS OF ANY ATTACHMENTS > HERETO, CONSTITUTES “CONFIDENTIAL INFORMATION” AND IS SUBJECT TO A > CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT BETWEEN THE RECIPIENT AND > NORTHCRAFT ANALYTICS LLC. > > -----Original Message----- > From: Action Request System discussion list(ARSList) [mailto: > [email protected]] On Behalf Of Pierson, Shawn > Sent: Thursday, May 09, 2013 8:42 AM > To: [email protected] > Subject: Re: huh? financial news for bmc ? > > I'm curious, why would Remedy being sold to SAP or Oracle be a negative > thing in your opinion? I think it's big enough that it wouldn't be > swallowed up inside of one of their applications (how long has it taken > Oracle to combine the eBusiness Suite with PeopleSoft despite the products > directly competing?) I can see if support deteriorates, maintenance goes > up, or some other unknown odd factor, but it seems to me like it might be > an opportunity for Remedy to be implemented in shops that may not have a > good ITSM solution but already have installs of SAP, Oracle, or whoever > hypothetically buys Remedy. If that's a pessimistic scenario it doesn't > seem too bad to me. > > Thanks, > > Shawn Pierson > Remedy Developer | Energy Transfer > > > -----Original Message----- > From: Action Request System discussion list(ARSList) [mailto: > [email protected]] On Behalf Of Lee Cullom > Sent: Thursday, May 09, 2013 6:07 AM > To: [email protected] > Subject: Re: huh? financial news for bmc ? > > Since it's incredibly fun to speculate on this situation, I'll offer up: > > - Bain will look at the profitability of the various pieces/business units > - Mainframe, Service Management, etc... > - They'll tear out the ugly pieces and get them in the hands of someone > who can use them (Elliot's involvement indicates that Compuware might be > involved) > - They'll take the profitable pieces and put probably keep them with the > newly private BMC that needs to invest in ESM. > > So, I'm thinking... Patrol and it's ilk will end up with Compuware since > it will give them a larger stack of monitoring tools. > Mainframe/Batch Management - IBM? That would make sense. The new Z's are > coming... sure would help to pick up some nice new batch management > technology to go with that shiny new hardware and make it part of the > Tivoli product line. > Service Management - BMC grew the business significantly (per the > financials yesterday)... and they need to transition to PaaS (for the > Enterprise, that's Remedy) to grow dramatically. That will require > investment and innovation (this is an optimistic scenario for ARlist)... > and an AppExchange like community (this group) to develop new offerings > that are needed to compete with ServiceNow (such as HR Call Center, > Facilities Management, etc...). This will require some heavy ARsystem work > as well (go Doug!) to make it MORE ready for the cloud. > > Remedyforce is the SaaS offering for small mid-size with the inferior PaaS > capabilies of Salesforce.com (proprietary Apex coding) and different price > point. > > The pessimistic scenario is that Remedy gets thrown o SAP or Oracle to > become another app that is part of those gianormous suites (like Oracle > EBS). > > However, this much is certain. There are going to be changes at some > point with new ownership. > > Now, please continue the speculation... This is a fun topic! > > > > For our latest product demonstrations, please visit – > http://www.youtube.com/user/northcraftanalytics > > Lee Cullom | Northcraft Analytics > IT Metrics Specialist | Business Intelligence for ITSM Direct - > 678-438-7244 | [email protected] > Main - (678) 664-ITSM > > http://www.northcraftanalytics.com > > > THE CONTENTS OF THIS EMAIL, INCLUDING THE CONTENTS OF ANY ATTACHMENTS > HERETO, CONSTITUTES “CONFIDENTIAL INFORMATION” AND IS SUBJECT TO A > CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT BETWEEN THE RECIPIENT AND > NORTHCRAFT ANALYTICS LLC. > > -----Original Message----- > From: Action Request System discussion list(ARSList) [mailto: > [email protected]] On Behalf Of Jesse > Sent: Wednesday, May 08, 2013 10:29 AM > To: [email protected] > Subject: Re: huh? financial news for bmc ? > > Depends on your definition of "successful" Bain makes money for stock > holders ... yes successful company??? well.... > > > _______________________________________________________________________________ > UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the > Answers Are, and have been for 20 years" > > > _______________________________________________________________________________ > UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the > Answers Are, and have been for 20 years" > > Private and confidential as detailed here: > http://www.energytransfer.com/mail_disclaimer.aspx . If you cannot > access the link, please e-mail sender. > > > _______________________________________________________________________________ > UNSUBSCRIBE or access ARSlist Archives at www.arslist.org > "Where the Answers Are, and have been for 20 years" > > > _______________________________________________________________________________ > UNSUBSCRIBE or access ARSlist Archives at www.arslist.org > "Where the Answers Are, and have been for 20 years" > _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
