TechMarketView has been a hive of activity again this week with Georgina O’Toole, Research Director, publishing a popular report on the UK Local Government SITS Supplier Landscape and Anthony Miller, Managing Partner, reviewing the performance of UK SITS stocks in 2010 in the latest edition of IndustryViews Quoted Sector. In addition, subscribers can read our Business Process Services’ Research Director John O’Brien’s take on Diligenta, TCS’ UK life and pensions BPO business, in UKHotViewsExtra.
In the press this week, TechMarketView’s Chairman Richard Holway was quoted in The Times on Logica’s plans to boost jobs for technology graduates and ComputerWeekly carries Georgina O’Toole’s views on the government’s plans for open source.
Posted by HotViews Editor at '21:26'
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The UK local government SITS supplier landscape is dominated by IT and business services players that continue to benefit from the steady flow of revenues attributable to the raft of multimillion and multibillion multi-service line contracts signed over the last decade. However, our analysis highlights some significant changes to market dynamics and to supplier strategies that could result in a shake-up in the rankings.
Mega BPO deals still exist but they are not as prevalent as they once were. At the same time, there’s some formidable new competition succeeding in winning deals and taking market share. As a result suppliers are changing tack: some are trying to differentiate their BPO offerings, some are adding ‘point solutions’ to their existing portfolios, and some are backing away from mega BPO contracts altogether. Local authorities vary drastically in their contracting approaches. The winners will be those that target the right authority with the right solution at the right time. Subscribers to TechMarketView's UK PublicSectorViews can find out more in our report published today: UK local government SITS supplier landscape 2011.
Posted by Georgina O'Toole at '21:23'
Investors‘ love affair with UK SITS (software and IT services) stocks continued throughout 2010, a year in which the benchmark FTSE SCS (software and computer services) index rose by 23%. Though nowhere near the 64% growth achieved in 2009, the SCS index still beat all the other non-IT indices that we track, and comfortably so the FTSE 100.
But not all stocks were stars!
In our annual round-up of the UK SITS quoted sector scene, you can see where the smart money should have been – and how investors in main market SITS stocks might have done a whole lot better had they simply bet on every SITS company on AIM!
Plus we see who were the heroes and villains among European, US and Indian SITS stocks in 2010 and point out why UK BPO really was not the place to be – and why recruitment was.
And don’t miss TechMarketView chairman, Richard Holway, musing on the question, “Are we witnessing another tech share price bubble?”
Finally we take a look at the ‘Dearly Departed’ – those SITS companies waving a fond farewell to the London markets. And we rejoice in the (very) few that debuted.
All this in a six-pack (well, six pages, anyway). Just click here to download IndustryViews Quoted Sector – 2010 Review. Oh, by the way, you do need to be a TechMarketView Foundation Service subscriber – as if you hadn’t guessed! And Puni Rajah (firstname.lastname@example.org) will surprise you with how modest an outlay it requires to join the cognoscenti.
Posted by HotViews Editor at '08:21'
It’s been another hectic week for press coverage with Anthony Miller quoted in the FT on Micro Focus’s woes (see Micro Focus tumbles after forecasts cut); Information Age referencing John O’Brien’s views on Logica’s deal with Shell; and The Times quoting Richard Holway’s opinion of Zynga’s - the home of FarmVille – valuation (“People refer to this as a tech boom, but these valuations are not true for other parts of the tech industry which are within more modest limits…I’m sure that one or two will make enormous returns, but you will have to kiss a lot of frogs to get a prince”), to name but three examples.
TechMarketView research published last week includes John O’Brien’s analysis of Steria’s platform-based shared services strategy, which examines the outlook for Steria’s NHS Shared Business Services joint venture with the Department of Health and its £219m BPO contract with Cleveland Police Authority. Foundation Service subscribers will also find Tola Sargeant’s analysis of news that the NHS IT hospital systems procurement in the South of England looks set to go-ahead on UKHotViewsExtra. Research highlights to look out for this week include Georgina O’Toole’s analysis of the UK local government software and IT services supplier landscape.
Posted by HotViews Editor at '20:56'
We recently attended Steria’s analyst event in the north of England, from where it is performing two of its biggest outsourcing deals - NHS Shared Business Services (NHS SBS), the long-running shared services joint venture with the Department of Health (DoH), and the more recent £219m BPO contract with Cleveland Police Authority (CPA). These two contracts will have big implications for Steria’s future in the UK market, and the company’s broader outsourcing/shared services strategy.
As firsts of their kind across the NHS and the Police they are important test cases in shared services BPO to the public sector. For other SITS suppliers hoping to benefit from shared services and BPO opportunities in the public sector over the next few years, there are some important lessons to learn here.
TechMarketView Foundation Service clients can read the full analysis in our new subscription service BusinessProcessViews here.
Posted by John O'Brien at '15:36'
TechMarketView’s analyst team has had another busy week in the press. Our illustrious Chairman, Richard Holway, was quoted in The Guardian on Twitter’s valuation (see Twitter valued at $10bn as Google and Facebook reportedly vie to buy it) and in The Times and The Australian on Stephen Elop’s ‘burning platform’ memo to Nokia (see Nokia chief Stephen Elop comes clean on the sorry state of the company in the Australian).
Anthony Miller’s views on CSC’s NHS IT woes have been widely quoted (see for example ComputerWeekly and ComputerWorldUK). While Georgina O’Toole, one of our public sector-focused research directors, was called upon to comment on ‘G-Cloud’ in Microscope. John O’Brien, the Research Director leading our BusinessProcessViews research stream, was also quoted in Microscope on developments at Xchanging. Subscribers can read more of his views on the topic in his UKHotViewExtra article – Xchanging founder falls on his sword. John also shares his thoughts on HP’s financial services business in Cloud playing bigger role in HP’s financial services business.
Posted by HotViews Editor at '20:47'
It’s been a busy couple of weeks at TechMarketView, culminating in our managing partner, Anthony Miller’s presentation, Waiting for the Cloudburst, at the Regent Conference on Thursday (follow the link for a PDF version of his slides and for more highlights from the event read Richard’s thoughts in Some ‘takeaways’ from the Regent Conference ).
The end of January saw the launch of our BusinessProcessViews research stream, under the stewardship of Research Director John O’Brien. John’s inaugural report on the subject, UK Business Process Services – Spotting the opportunities, examines the key trends affecting the business process services market and identifies areas of growth in 2011 and beyond. It’s essential reading for anyone with an interest in the UK SITS scene, not just business process outsourcers.
TechMarketView’s public sector team have also been busy. Georgina O'Toole’s latest research note takes a closer look at privately-held, public sector-focused IT services and BPO player Agilisys (see Agilisys: successfully taking on the big boys). Whilst Tola Sargeant examined the prospects for the Cloud in the UK education market, concluding that changes in the education sector look set to drive schools, colleges and universities towards the early adoption of cloud computing (see ‘Ed-Cloud’ before G-Cloud?). Tola and Georgina have also been debating the pros and cons of DWP CIO Joe Harley taking on the role of UK Government CIO in addition to his day job at the DWP – they’ve been widely quoted in the press on the topic too (see for example Computing and ComputerWorld).
Indeed, press coverage for TechMarketView has been wide and varied over the last few weeks. Richard has been quoted in Investors’ Chronicle (see Cloud has a silver lining for software) and The Australian (see Absence looms at Apple’s core) amongst others. Anthony’s comments on Computacenter’s results were widely reported (including in the FT); as were his views on TCS’s UK headcount (see ComputerWeekly) and his presentation to the Regent Conference (see ComputerWorld).
Posted by HotViews Editor at '09:35'
TechMarketView Foundation Service clients can download Anthony Miller’s rather well received Regent Conference presentation on the opportunities in the UK software and IT services market by clicking here. Needless to say, Anthony is available for ‘encore performances’ in all his resplendent glory at meetings, conferences, weddings and barmitzvahs for a very modest fee. Contact Puni Rajah (email@example.com) for details.
Posted by HotViews Editor at '11:51'
We have a vacancy in our client services team for a sales professional to assist with the selling of our research and advisory services. The job will initially involve handling incoming sales enquiries and following up leads. We’re a small, but growing, ‘virtual’ team so the successful candidate will need to be happy working from home, though you will attend meetings in Farnham and London periodically. Of course you will need to be IT literate (Microsoft products preferred) and have proven experience selling to prospective clients at a senior level via phone or in person.
The ideal candidate is likely to be familiar with the UK software and IT services industry and have a background in sales (including telesales), marketing or partner management. The role comes with a competitive salary and flexible working hours. It could be a part-time position (min 15hrs/week) or full-time role depending on the successful applicant.
To apply please email your CV to Tola Sargeant (firstname.lastname@example.org).
Posted by HotViews Editor at '13:01'
We first wrote about privately-held, public sector-focused IT services and BPO player, Agilisys, in November 2009 (see Agilisys punching above its weight) when we described CEO, Kay Andrews, as “high-voltage”!
We recently met up with Andrews again and she’s lost none of her energy or enthusiasm. Indeed, she’s got a lot to be smiling about, as Agilisys has gone from strength to strength. TechMarketView Foundation Service clients can read our latest views on Agilisys and Andrews' ambitions for the company here.
Posted by Georgina O'Toole at '11:30'
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