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#WDAYSummit Excellent session on the Evisort Contract intelligence acquisition. Lots of momentum in 6 months. 00s such AI agentic opportunities exist in niches throughout the entire enterprise

#WDAYSummit Nice run through of Workday global product expansion - both organic and via partners My pov - Trump tariffs are not all bad. They are opening our eyes to all the new einvoicing, exotic taxes, reports etc countries are dreaming up. Not a small world after all!

#WDAYSummit Over a decade ago I wrote a note titled “the best UX is no UX” Let AI discover and enter your data! Excited to see this evolution at Workday

#wdaysummit Hire this team for your next product demo 99 slides, 10 demos, 8 jokes in an hour I have 15 questions from the session but a quota limit of 2 :)

#wdaysummit summary Loved all the big thinking and drawing large circles from Workday, its customers and partners - the Power of 3. A wonderland of apps and agents, bit.ly/44etySo

Inspired by Aneel Bhusri comments at the recent Workday Innovation Summit. We need to become more more precise with our TCO and ROI calcs when it comes to Agentic AI. I would go further. We need to become more ambitious with our definition of agents which today cover a tiny

Every few years, we get a new wave of technology services. Each calls for different skills, pricing and service levels but a common thread is firms tend to “spray paint” on top of older capabilities. There are newer players in the current AI wave, but require a similar sense of

In prep for SAP Sapphire in Orlando next week, I recorded a long conversation with Amit Jain, SVP and Global Head Enterprise Application Services at Mindsprint about Digital Transformations in SAP World. 5 punchy excerpts included in the post below Between its

A hearty Florida welcome to all attendees coming to Orlando for SAP #Sapphire! Two apologies: With all the activities recovering from our house fire I have cut back on business travel for a few weeks and only plan to drive and present at a partner dinner so will miss most of

Burning Platform with Bob Evans of Cloud Wars about the war of CEO words and valuations around Agentic AI We also discuss the excitement around AI, the cautious uptake of agents at customers, Jensen Huang of NVIDIA already calling for the next wave of “Physical AI” and the

My thoughts from the two main keynotes at SAP Sapphire in Orlando this week. Awesome set of customers and partners. Would like to see SAP be more ambitious in the scenarios it presents given the massive changes we are seeing around the world. bit.ly/3ZvMqsL

SAP did fine at Sapphire Orlando with its focus on Agentic AI. None of their executives, at least publicly, took jabs at the competition. ServiceNow only showed up in one of their demos (and unless I missed it, without any snarky comments). And in another demo they showed off a

ERP roots go back to the 1960s and 70s So does the Mission: Impossible franchise. So do bands like Eagles and Rolling Stones. Can we re-instill in ERP the mojo of the movie and music franchises? bit.ly/4dHPJmG

Thoughts on the data acquisition spree in vendor land - at SAP, Salesforce and others - and the implications for customers bit.ly/3HnhG6Z

Move over Agentic AI. Here comes Physical AI - the blending of GenAI with humanoid robots, UAVs, drones etc. The automation opportunities will dramatically expand beyond white collar jobs to sectors with blue and trade jobs. The opportunities could be humongous especially if

Apple and China have both had amazing runs over the last 30 years. They have helped each other considerably. And now find they likely need to build some daylight between themselves. So, this book is a fascinating read. My review below. bit.ly/4dYh0S3

Happy Birthday U.S. Army and President Donald J. Trump Thank you for your service!

As I have posted over the years, Zoho keeps improving their ZohoDay for media and analysts. This year they are also pioneering a series of 30 minute virtual AI Forums. They have hosted 3 so far, and they are well attended and feature 10-15 minute, crisp presentations on a

Jay Wieczorkowski and team did a really nice job in the Workday analyst DevCon town hall this week I have an ambitious "stretch goal" for them and for Matthew Brandt, SVP Global Partners- create an apps and agentic marketplace as vibrant as the Apple Store which in 2024

Been thinking a lot about billionaires in the last year - especially as we developed a major character in our fiction mystery, The AI Analyst, who is an AI billionaire. A flawed human, but one who is very generous and draws immense loyalty from execs and others I have never