by Robert Solomon | Sep 18, 2014 | B2B Software, Key Success Factors, Travel, Vertical Cloud |
The announcement that Concur (CNQR) will be bought by SAP for $8.3 billion highlights an incredible story. Congratulations to the entire CNQR team on an unbelievable run over the last 15 years. The company’s story comprises many lessons, I will highlight just...
by Robert Solomon | Jun 10, 2014 | Airlines, B2B Software, Pricing, Travel, Vertical Cloud |
In April, I wrote about the “grand-daddy of B2B platforms”, Sabre, and their then-pending IPO. See here and here. Recently one of their competitors, Travelport, followed suit and also filed for an IPO. It’s one of the few recent B2B software IPOs...
by Robert Solomon | Apr 29, 2014 | B2B Software, Consolidating Competition, E-invoicing, Electronic Payments, Oil and Gas, Vertical Cloud
The billing and payments associated with upstream oil and gas field services have been an area I dabbled in during my Ariba days and have kept an eye on since. It’s a gigantic area with many attractive aspects: huge dollars are at stake complex services...
by Robert Solomon | Jan 14, 2014 | Automobile, B2B Software, Consolidating Competition, Ecosystem, Education, Vertical Cloud
My last post covered one of at least two ways Industry Cloud providers can grow large enough to attract the attention of PE firms and the public markets: Serial Verticalization. As the name implies, this means perfecting one portion of the...
by Robert Solomon | Jan 8, 2014 | B2B Software, Industry Cloud, Vertical Cloud |
There are hundreds of vertical industry cloud providers and horizontal specialists in portions of “source to settle” process (e.g., supplier search, supplier credentialing, e-invoice, payment). Most industry cloud providers are specialists in both...
by Robert Solomon | Oct 18, 2013 | B2B Software, Enterprise Software, Industry Cloud, Vertical Cloud |
It has been more than a year since I updated the graphic display of my intermittent, but never-ending, quest to map B2B commerce software providers into their proper vertical and horizontal segments. The new graphic below now includes about 450 companies. As with...
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