Oracle's plan to acquire corporate performance management specialist (CPM) Hyperion brings Oracle a lot closer to chief financial officers (CFO's) in very large companies. However, most of those large companies are using SAP for ERP, and this may also have been one of the "hidden agenda" reasons behind this deal. It is probably uncomfortable for SAP to see its large customers use Oracle-Hyperion as the "lens" through which they view and analyze their underlying ERP data ...
But the acquisition also shows how BI vendors are moving up the value chain of information, and how CPM can be seen as the future of business intelligence. On the 3rd of May 2007, our speaker Stijn Vermeulen of the brandnew CPM consulting company element61 will be presenting a one-day seminar on CPM in Brussels. This seminar contains a thorough vendor-independent overview of what CPM is, what the different elements are, and how the market looks like. Of course, we will update this presentation with the latest news about the Oracle-Hyperion deal if such information is available and finalised.
Also, this leaves Cognos and Business Objects as the only remaining independent pure-play BI vendors, and it may not take long before they are acquired by IBM, SAP or HP to compete with Oracle's BI offering. For the moment however, Oracle will have (yet another) tough job to integrate the Hyperion products, to align it with its Fusion strategy, and to inform customers about what it will do with some of the overlapping products ...
A very good analysis of what the acquision means to the market can be found at TDWI (Behind Oracle’s $3.3 Billion Bid for Hyperion).
Posted by admin at March 16, 2007 04:49 PM