I saw this Blog post on the SAP experts site http://sapexperts.wispubs.com/IT/IT-Blog/2012/May/Today-in-SAP-529 and had to comment. John Wookey has been getting a boatload of press from some of his comments on SAP (and Oracle) related to the Cloud and thought he needed to be set straight. I respect John and did a lot of analysis on the Cloud for him back when he was here, but my opinion is that his direction is skewed a bit.
What is wrong with buying your way to the top of the Cloud? Growing a Cloud based business takes time – look how long it took Salesforce.com to get to $3billion in revenue (10+ years). With the Cloud, time is critical and obviously, SAP saw that the time is now.
John Wookey has made some comments over the past few days suggesting that SAP cannot make the transition to the Cloud which I would take exception to. SAP is acquiring to “get in the game” but if you believe that customers will embrace a “hybrid” model, then how can you argue against the acquisition of SuccessFactors and Ariba? The injection of additional ‘Cloud’ DNA into SAP is a good thing and under Lars’ leadership the best is yet to come.
Perhaps the “real” issue is integration between Cloud and On Premise apps. There is plenty of opportunity here for services companies with the right tools to act as the plumbers. Look for offerings/partnerships/arrangement with companies like Accenture, Dell (Boomi) and Informatica.