I like SAP. I think they are doing pretty well with the new direction, common platform etc.
But yes - Microsoft for example, if they decided to play harder / lean in more on the ERP space - going to be compelling for folks. I think microsoft needs a few more years to sort out / gel their story (ie, get to Azure, get rid of some of the crap old ballmer style stuff).
I don't see SAP though as a good example of a silicon valley startup scene. Can you start a new SAP in EU? Not so sure. Can def do it in US (Sap also competes and wins against Workday).
I'm not counting SAP out yet - I think their leadership hasn't been bad - which is key.
But yes - Microsoft for example, if they decided to play harder / lean in more on the ERP space - going to be compelling for folks. I think microsoft needs a few more years to sort out / gel their story (ie, get to Azure, get rid of some of the crap old ballmer style stuff).
I don't see SAP though as a good example of a silicon valley startup scene. Can you start a new SAP in EU? Not so sure. Can def do it in US (Sap also competes and wins against Workday).
I'm not counting SAP out yet - I think their leadership hasn't been bad - which is key.