Capgemini’s announcement of its intention to acquire Engineering and R&D Services (ERDS) market leader Altran (see here) has caused more than a few ripples of surprise amongst its competitors. This €3.6b purchase is undoubtedly a bold move and one that, at first sight, appears to come somewhat out of left field. But how radical a departure is this?
Over the last twenty-five years or so, the ERDS sector has evolved largely in parallel with and in similar ways to the wider SITS market. As industrial enterprises emerge from today’s digital chaos and investment shifts from simple to complex digital transformation, however, so will the focus intensify on the integration of manufacturing, engineering and IT.
For this to happen, barriers to information flows between traditional systems siloes such as ERP, SCM, PLM and CRM must be removed. Vendors will also increasingly need expertise and ecosystems that span both the IT and Operational Technology domains, as well as areas including mechanical engineering, manufacturing engineering, electronics and software engineering. Even for those with an established IT and ERDS pedigrees, this presents a significant challenge to overcome by organic means alone.
Click to download Engineering and R&D Services – the next goldrush? for an analysis of convergent dynamics of SITS and ERDs markets, insights into the broader implications of these trends for the SI community, and perspectives on whether the Altran purchase signals the start of the next acquisition frenzy by suppliers as they race to achieve dominance on the Industry 4.0 battlefield.
If you are an existing subscriber to our ESASViews you’ll know you can access the report by clicking the link above. If you’d like to discuss an extension to your existing subscription or would like details of how to subscribe to TechMarketView, please email Deb Seth.
Posted by Duncan Aitchison at '08:35' - Tagged: manufacturing systemsintegration research
Towards the end of the summer, Vodafone Business’ Venture with IBM announced its first venture win with transport provider National Express (see Vodafone/IBM venture on track with National Express). It offered the first major evidence that the venture, which was only launched in the first half of 2019 (see IBM allies with Vodafone for IoT/5G push), was opening doors to contracts that the companies would otherwise have struggled to win on their own.
Shortly after the National Express announcement, we caught up with Greg Hyttenrauch, Director Cloud & Security, Vodafone Business, and Michael Valocchi, General Manager, Vodafone/IBM Venture to learn more detail and understand strategy of the venture.
You can read our analysis of the prospects for the venture in UKHotViewsExtra - Vodafone & IBM: Benefits of an enduring partnership. If you are would like to access the research, but you are not yet a TechMarketView subscriber, please contact Deb Seth to find out more.
Posted by Georgina O'Toole at '14:51' - Tagged: partnerships transport iot AI data augmented
Why not make sure that your whole team is fully versed on the key trends in the UK software and IT services (SITS) marketplace? TechMarketView Research Directors have decades of combined experience analysing the IT market and are perfectly placed to support your strategic planning process.
The TechMarketView team has been called on to give keynote presentations at numerous software and IT services events over the years. By offering our views on the important market trends and shifts in the competitive landscape, our clients tell us we provide a perfect foundation for discussion and debate.
Don’t just take our word for it. Here’s what our clients say:
"TechMarketView provides us with valuable intelligence and insight, underpinned by a strong grasp of the market landscape and competitors. I respect the fact that they don’t just report what’s happening, but that they have an opinion. We’ve also made good use of a range of their services including a recent presentation by Chief Analyst, Georgina O’Toole, at our strategy away-day. The content and input directly helped to inform our strategy going forwards."Michael Herron, Vice President, CGI UK
“We have called on TechMarketView on numerous occasions to present their external perspective of the market to our internal leadership events. Their in-depth understanding of the market, combined with insightful competitive analysis, provides us with valuable food for thought as we consider Agilisys’ approach to target markets. The TechMarketView team’s ability to translate that insight into advice for Agilisys is second-to-none.” Andrew Mindenhall, CEO, Agilisys
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It’s easy to get caught up in the day to day; an external view helps bring a new perspective.
So, whether you’re planning your next Sales & Marketing conference, a Strategy Planning Day, or an Executive Committee meeting, get in touch with Deb Seth at TechMarketView to find out how you can benefit from TechMarketView contributing our valuable analyst insight.
Posted by HotViews Editor at '07:30'
Back in July 2019 Alphabet held its Q2 earnings call, in which it mentioned Google Cloud’s AI and machine learning solutions were helping healthcare organisations like Ascension improve the healthcare experience and outcomes. Yesterday (11 November 2019), its relationship with Ascension, a US-based non-profit Catholic health system, hit the headlines when the scale of the data sharing partnership was revealed by The Wall Street Journal (WSJ).
The WSJ reported Google has been granted access to data that comprises lab results, doctor diagnoses and hospitalisation records, as well as patient names and dates of birth. The solutions that Google is working on are in early testing phase and not yet in active clinical deployment—the project name for the work is “Nightingale”.
TechMarketView subscribers including UKHotViewsPremium clients can learn more this project, the work Google Health is conducting in the UK and the importance of ethics, transparency and data protection in healthcare technology innovation via our UKHotViewsExtra summary here.
If you do not already have access to our subscription content and you would like to learn more, please contact Deb Seth for details.dseth@techmarketview.com.
Posted by Dale Peters at '13:02' - Tagged: AI data privacy ethics healthcare
At Fujitsu Forum this week (which was attended by several thousand customers and partners), the theme introduced by President Takahito Tokita was: Human Centric Innovation: Driving a Trusted Future. The message was that people must be put at the very heart of the process to create a successful digital future. Furthermore, by taking a Human Centric approach (whereby business and social value is created by empowering people with technology and data), organisations will be better able to develop deeper levels of trust with customers/citizens, partners, and employees. Trust, Fujitsu argues, is crucial as individuals and organisations continue to evolve the way in which they interact and improve data flows both inside and outside of the organisation.
The Human Centric message differentiates Fujitsu and also underlines the importance of having a clear vision for what a digitally transformed organisation looks like - and why. Digital change must be driven by a business challenge/objective or a citizen/customer need. Simply ‘upgrading’ technology without a clear business goal or broader digital strategy in place risks creating an investment-based, rather than a value-based, undertaking. In this context, the key success indicator becomes cost-reduction, which should not be the sole purpose of digitisation. MORE....
Posted by Kate Hanaghan at '10:13' - Tagged: cloud AI data quantum
The excitement of Halloween, bonfire night and a looming election haven’t slowed the TechMarketView team down at all over the last few weeks. Check out highlights from our latest research below and make sure you haven’t missed a must-read:
Jon Davies examines the use of blockchain and distributed ledger technology (DLT) within the financial services industry in his popular report Trade finance emerges as blockchain's new sweet spot. “Today, the global trade finance market has emerged as one of best proven and most widely adopted environments for the application of blockchain technology within financial services,” Davies writes. FinancialServicesViews subscribers can read the full report here.
Subscribers to the Foundation Service and UKHotViews Premium - our service of individuals - can download the latest quarterly editions of two IndustryViews reports for analysis of Corporate Activity and the performance of the Quoted Sector in Q3:
· The first report reveals M&A activity in Q3 was at a lower level than the previous quarter with UK buyers undertaking the lowest number of transactions since Q1 2018. See the full report for the detailed analysis.
· The second report examines the mixed fortunes of UK tech stocks in Q3 as international trade tensions and talk of a global slowdown weighed on shares. The FTSE SCS index, a proxy for UK listed software and IT services companies, was the worst performer in the UK tech sector with a 17% fall. Read the full report to identify the ‘rising stars’ and ‘blazing comets’.
In addition, highlights from our UKHotViewsExtra coverage (accessible to all corporate subscribers and our growing band of UKHotViews Premium clients) include:
· Marc Hardwick’s analysis of The use of AI in Legal and Compliance in conversation with Luis Parra, Head of Conduent Legal, Compliance, & Analytics Solutions, Europe.
· Analysis of disruptive UK startup, Trad3r, as Jon Davies meets the company’s charismatic young founder and CEO, Gianni O’Connor. O’Connor has successfully raised around £1.2m in new funding and is on a mission to broaden the appeal of trading to a wider audience by gamifying the stock market experience. Read more in O’Connor and Trad3r look to change the rules.
· And TechMarketView Chairman, Richard Holway MBE’s much anticipated analysis of Share Indices for October. Read why, when it comes to the future, even Richard admits “I haven’t really got a clue” here.
If you’re frustrated by your inability to access the in-depth TechMarketView research and analysis above, plus many hundreds more reports and articles, what are you waiting for? Contact Deb Seth for corporate subscription details or sign up to UKHotViews Premium here.
Posted by HotViews Editor at '09:59'
We are delighted to announce the names of the six UK tech companies that have been shortlisted by Capita Scaling Partner, the start-up development unit of UK business services leader Capita plc, for their Future of Workplace Learning initiative in association with the TechMarketView Innovation Partner Programme.
They are:
Their founders will be pitching at Capita’s London headquarters today to a team from Capita Scaling Partner and TechMarketView to discuss their business plans and aspirations in order to assess their suitability as potential partners for Capita.
Many congratulations to all of them.
Posted by HotViews Editor at '05:00'
