According to one source, the recent strong performance of SAP America is leading to some interesting dynamics within SAP.
First, the success of SAP America is reportedly shaking things up within SAP Global Marketing. The root of the problem appears to be that SAP Global has never been able to take credit for the turnaround in SAP America, so it is making personnel changes in the U.S. in an attempt to reassert itself--mostly in the name of "strategy." A top executive quit recently from SAP America's field marketing organization, and the politics are said to be getting intense.
If this is true, SAP would be smart to take more of a hands-off approach in the U.S. Over the past year or so, SAP America has clearly been on a roll. Why mess with success?
The second item--which is pure speculation--has to do with SAP America's CEO, Bill McDermott. As the one leading the strong performance of SAP America, McDermott has certainly earned his credentials as a turnaround specialist. These days, the software industry has plenty of big players that need such leadership. One has to believe that McDermott would be at the head of any list for the top spot at any of them.
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2 comments:
Oracle has bought a controlling stake in iflex, a banking software maker from India. http://www.financialexpress.com/fe_full_story.php?content_id=98161
Any comments on the implications for the banking software market/Enterprise solutions market?
Neelakantan: Just as you left this comment, I posted an article on this very subject (Aug 3, 2005). It is right above this article.
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