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Capgemini’s announcement of its intention to acquire Engineering and R&D Services (ERDS) market leader Altran 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?
This paper examines how the evolving dynamics of the SITS and ERDs worlds have combined to drive services convergence, looks at the broader implications of these trends for the SI community, and considers whether the Altran purchase signals the start of the next acquisition frenzy by suppliers as they move on from hoovering up creative design agencies to pursue dominance on the Industry 4.0 battlefield.
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