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Larry’s OOW Keynote on the future of Oracle Applications

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larry2Although there had been many analyst and Oracle ACE briefings for much of the preceding week, Sunday night was the ‘proper’ opening for Oracle OpenWorld 2014. It kicked off with Larry’s first keynote of the conference. (He traditionally does two, however skipped the second last year to watch the thrilling finale to the 2013 America’s Cup.)

His hour long address was given over exclusively to the cloud. Here’s a summary of the important points for those in the Oracle applications marketplace.

Layers of the Cloud

There are of course many layers within The Cloud … the Applications sit at the top level (Software as a Service), however there’s also the platform beneath this (Platform as a Service), and the infrastructure at the bottom (Infrastructure as a Service). Oracle is moving to being a company that can offer the complete stack of cloud services to the enterprise. Larry’s first big point was that Oracle is the only company that can do all three layers.

It’s an interesting – although to a certain degree, academic – point to debate. He said Salesforce only does the Application layer (he’s correct that they don’t have the infrastructure service layer, although I think that they would rightly argue that they have a large and mature platform layer – Salesforce1). He also said that Amazon just does the Infrastructure layer (although they would quite correctly argue that they also provide a platform layer).

The only companies that can come close to Oracle’s delivery in all three layers are Microsoft – they have Infrastructure (Azure) and Applications (Dynamics is now available in the cloud) but their PaaS offering is not as well known – and Google – who have infrastructure (Google Compute Engine) and Platform (Google Application Engine) however their SaaS offerings are Gmail, Google Calendar and Google Docs, rather than full-blown HCM or ERP offerings.

Platform in the Cloud

The newest of Oracle’s three offerings is the Platform layer. You can now move any database to Oracle’s database in the cloud service very simply. Furthermore, any Oracle application (or any Java application) that runs on top of an Oracle database can be moved to the cloud very simply too. This is apparently possible on Oracle’s upgraded 2014 platform. Larry’s also promised that these migrations can be done with just two button presses, which is a bold – many would say unbelievable – claim.

This platform supplies the building blocks with which any applications in the Oracle Cloud are built – whether they’re built by Oracle or by customers/partners. One of the points that Larry stressed again was that Oracle is the only vendor that gives end users the same platform to develop on that they use internally. Other vendors either have no platform service at all (Workday) or use different tools in-house (like Salesforce – who offer Salesforce1 to customers but use a different platform to develop the core application with in-house).

In what sounds like an entertaining session, during his second Keynote on Tuesday Larry has promised to both extend Fusion applications and perform the ‘two button migration’ in live demos. I think you should always get extra marks for demoing your own products, as many speakers usher someone else on-stage for this section – although as Larry is CTO now I guess we shouldn’t be surprised that he’s going it himself.

Infrastructure in the Cloud

Larry spoke briefly about Oracle’s IaaS offering. He skipped over a few of the slides quite quickly, I’m not sure if he was running short of time, however he made some interesting points. It still strikes me as unusual when he claims that Oracle will compete with Amazon and Google on price – as Oracle solutions are typically more towards the premium end of the price-scale – however it’ll be interesting to see how they get on in the commodity pricing marketplace.

Larry’s claim that “the Oracle Cloud is bigger than most people think” was certainly correct for me. They currently have 30,000 servers and serve 62,000,000 discrete users every day!

HCM in the Cloud

Larry stated that Oracle has long held the lead in Talent Management in the Cloud – he was clearly talking about Taleo here – however for the last two quarters Oracle has overtaken the competition and is now the top-seller in Core HR. This ties in with the information from the latest Oracle earnings call (in the last financial quarter Oracle sold Fusion HCM to 60 new customers, and during the same period Workday only added 25).

HCM SaaS applications

Larry believes that the reason that Oracle HCM Cloud is selling so well is that it’s got Social integrated. Benefits, Payroll etc. is “table stakes”, but the Social tools are important for what he calls 21st Century HCM.

HCM SaaS customers

ERP in the Cloud

Larry says that he is particularly proud of the Oracle ERP Cloud as it was built in-house. He says that Oracle is the first company to sell mid-market and high-end ERP in the cloud. Given that Oracle has only been really selling this for a touch over 12 months, this is an impressive logo slide:

ERP Cloud Customers

He also mentioned that Oracle is selling EPM in the cloud – so they’ve moved Hyperion to the cloud – and claims that Oracle are the only company within an EPM in the Cloud offering.

Speed of Growth

Larry stated repeatedly that Oracle’s strategy is “build and buy” … some of Fusion has been developed in-house, other parts have been purchased. Of the parts that have been built in-house, this is the growth (or hyper-growth in Larry-speak) in the last 12 months:

SaaS Customers

He says that 2014 is an inflection point for Oracle in terms of selling these solutions. The fact that 19 out of the top 20 SaaS providers use the Oracle Database and Java is obviously something that Larry would enjoy (and the lone company that doesn’t – Workday – uses another Oracle Database – MySQL – for some of its back-end processing).

Oracle in the cloud today

He also poked fun at SAP for their HANA powers the cloud slogan by asking “whose cloud does it power, because it doesn’t power theirs” (SuccessFactors, Ariba and Concur all run on Oracle).

Summary

In summary, despite stepping down from the CEO role Larry couldn’t resist opening the conference with a bang. There weren’t as many new product announcements as previous years, however he was able to shine a light on some strong progress and healthy sales traction across many product lines. It’s clear however, that the product lines that will get the most focus are ones with ‘cloud’ in the name. There wasn’t a single mention of PeopleSoft, eBusiness Suite or Siebel during the entire session.

Productivity and Noise

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Everyone likes to be productive, however pretty much everywhere we work there’s something with the ability to disrupt our concentration. Some are necessary – like most meetings – however others break our flow of thought and it takes a while to get ‘in the zone’ again.

I’ve recently changed jobs and the new company’s office is in Kings Cross, London. In many ways this is hugely advantageous, but it can be a bit noisy. I also do quite a bit of working from home now, and that can be noisy too when the kids get in from school.

A great way of eliminating most of the distractions is to use music, however the tracks that you choose can themselves be distracting, especially if they contain lyrics. The solution is to use either noise generators or ‘programming music’.

Noise Generators

I’ve found one solution is to use ‘noise generators’, programs or sites that create an endless stream of background sound. Here’s some of my favourites:

Jazz and Rain
The webapp plays a continuous list of instrumental jazz music alongside a soundtrack of soft rain. You can adjust the volume level of both independently and let them run in the background.

Soundrown
Gives you a selection of noise tracks which you can combine (and adjust the volume of independently). Select from Rain, Fire, Birds, Waves and Coffee Shop. I normally take all but the latter (then tone down the birds a touch!). On the following page they also offer Night, Train, Fountain, White Noise and Playground. Night and Train are good additions also sometimes.

Simply Rain
Just rain, but you can adjust not only the volume, but the intensity of the rain. You can also control the frequency of thunder.

Rainy Mood
Just rain. Sometimes – particularly if your workplace isn’t too noisy this is all you need.

Simply Noise
Just White noise.  Or Pink Noise. Or Brown Noise.

Coding FM
This is just the sound of someone taping away on their keyboard so it’s unlikely to drown out the heavier noises, but you can vary the intensity, from ‘Monday Morning Coding’ to ‘Hackathon Coding’ to ‘Angry Dev Coding’ (which isn’t relaxing in any way!).

Programming Music

Music for Programming
A series of downloadable mp3s designed to allow maximum concentration.

Get Work Done Music
If you’re after something a little more up-tempo, this is a good choice. It contains a selection of ambient/trance music.

Natural Alternatives

Nature Sounds for Me
If you’re after something a little more natural, then this is a good site. You can select from a wide variety of sounds, combine a few others in, and then save it as a link (allowing you to easily access the combination again in the future). If you like the ambient sound of the forest, mixed with some bird tweets, a gentle waterfall and some whale song(!) then this is ideal.

Calm.com
Ideal if you like your atmospheric music a little more meditative.

 

Oracle’s Week of Deals

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This week Oracle announced 3 major deals. Deals of this size would normally be the single biggest piece of news in any typical week, so to get 3 in successive days means that they were lined up and unleashed in a deliberate manner to create the largest splash possible. And it’s certainly got people’s attention, with many analysts penning a series of posts on the matter.

The Microsoft Deal

Oracle and Microsoft announced a deal to make a slew of Oracle products available on the Microsoft Azure platform (their rival to Amazon Web Services). What’s so surprising about this deal is that historically the two companies haven’t been the best of friends and are the two main rivals in the battle for relational database supremacy.

When Larry teased during the earnings call last week that there were some big deals coming – including one with Microsoft – many expected something much tamer, like Microsoft certifying Oracle’s Java within Azure for example. What was announced is much bigger. Microsoft is making Oracle Java, Oracle Weblogic and – amazingly – the Oracle Database available within their Azure cloud.

The Salesforce Deal

Although Marc Benioff honed his craft while under Larry’s wing at Oracle, he’s his own man now and Salesforce and Oracle have been on a collision course for a while. Salesforce currently runs on the Oracle database, there has been some speculation that they were looking at PostgreSQL to help reduce that dependency. This deal not only negates that threat, but ties the two companies very closely together. Salesforce will run on Oracle’s Exadata machines, Oracle Linux OS, Oracle Java and the Oracle database platform for the next 9 years (although Benioff has subsequently said that it’s actually 12 years), and implement Fusion HCM internally (they currently use Workday). Quite a deal.

There are lots of positives for Oracle from this deal, but you have to wonder what Salesforce employees will think. They’ve a daring, charismatic and visionary leader who has taken the CRM market by storm, taking them to become the world’s #1 for CRM and the world’s biggest SaaS company. By aligning themselves with Oracle they’ve lost some of their autonomy, Benioff will often be playing second fiddle to Larry, and this does box Salesforce in to the CRM market – HCM and Financials will be all about Fusion (work.com and FinancialForce.com will presumably not be touted so strongly).

Does Larry also see Benioff as a successor? Larry is only just over a year off of being 70. Although we suspect he relishes deals like this, and his appreciation of Sun Tzu’s ‘The Art of War’ is oft-recounted, there will become a time when he’ll want to reduce his influence – as Bill Gates did at Microsoft.

This isn’t good news for Dell (who previously supplied all of Salesforce’s servers). It’s a real kick in the teeth for Workday though. Extensions to Workday are created in the Force.com platform, Salesforce’s Chatter is integrated with Workday, and the CEOs are frequent speakers at each other’s conferences. It’s safe to assume that some or all of this is going to cease and it’ll be Larry presenting at this year’s Dreamforce instead.

The NetSuite Deal

This is definitely the least surprising of the 3 deals as Oracle and NetSuite have always had a friendly relationship (Larry was a heavy initial investor). The biggest question is what market is the deal aiming at? They’re after mid-sized companies where they’ll deploy Fusion HCM and NetSuite Financials – both SaaS hosted, one would assume as that’s the only model available for NetSuite. To me, this sounds like they’re aiming at Workday.

Summary

Larry has really pulled a masterstroke in getting the whole enterprise software industry talking. He’s created a huge cloud marketplace with some of the industry’s leviathons, and positioned Oracle at the centre of it – at the same time as devaluing some competitors. Larry is – right now – probably the Enterprise Tech industry’s most powerful leader.

The implications of most of these deals will come in time. Big questions remain, however:

  • How much revenue will the Azure tie-up actually bring?
  • What happens to Fusion CRM? When will it be sold in preference to Salesforce?
  • Are Salesforce’s HCM and Financial offerings no longer viable?
  • Will Oracle eventually purchase NetSuite, Salesforce, or both?

The different facets of the Fusion UI

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Most of the early screenshots that came out about Fusion were all from the Web-based UI, things like the 9-box grid etc. Now that the product is out there we’re getting to see more. I attended an excellent webinar that explained a few things that were new to me:

1) The Professional User Interface is separate to the Casual User Interface

Oracle are terming the ‘Professional UI’ to be the one that we’ve seen most of so far, and the ‘Casual UI’ to be the one that was christened Fuse that we first saw at OpenWorld. I would expect that the former is targeted at administrative or power-users, whereas the latter is more geared towards Self Service applications. Here are a couple of shots of the Casual UI (click for bigger):

Fuse1

Fuse2

2) Outlook Integration

Oracle also showed the Fusion CRM Desktop within Outlook. This looked fully integrated (as many of the tasks could be carried out without leaving Outlook and accessing the Fusion UI). I’m not going to go into any detail on this as a) desktop integration is already a staple feature of most ERPs, and b) Desktop email clients like Outlook are losing popularity to web based email so this is less important than some of the other items.

3) Fusion Tap

We also saw some screenshots of Fusion TAP integrated with the Oracle Social Network (a professional Facebook, so to speak). Fusion Tap is going to be very useful to those with tablets, and with the continued progress of tablets in the workplace – and especially the growth of BYOD – this population is only going to grow.

FusionTap and Social Network

One thing I particularly like about Fusion Tap is that it’s configurable, so you can adjust what the user sees and what they don’t. It’s not just a static native app.

4) Mobilytics

This is still in development, but it’s very aesthetically pleasing (as with the above pics, click for bigger):

Mobilytics 1Mobilytics 3

Mobilytics 4Mobilytics 2

5) Oracle Voice

The biggest surprise of all for me was the mention of Oracle Voice. It’s basically a Siri, but for Fusion. It’s being integrated with CRM first (and it’s not hard to see that this is where it’d be most useful).

Oracle Voice

So in summary, there are some really strong UI facets that are currently available, and there are some very exciting innovations that are in the pipeline.

(All of the above is covered by the standard Oracle Safe Harbour agreement, so don’t base anything contractual on what you see here. Some of the above is still in development too, so there’ll be improvements before it is ready.)

The Fusion UX

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“The User Experience – by itself – is probably enough to sell this product.”

Spotted by Ultan.

New Fusion video

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All,

As part of my work at Succeed I’ve put together a short 2 minute video showing some of the Fusion highlights for our Simply Talent campaign.

For more info go to the Simply Talent website.

Initial Fusion deployments are mostly cloud based / 1,000 improvements in 6 months

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There was an interesting comment earlier today at Collaborate where a senior exec mentioned that of the 250 customers who’ve licensed Fusion already, most of them have opted for a cloud-based deployment. It’s encouraging that there is widespread adoption of the cloud, however you do wonder if some of these will move on-premise once things have settled down – as Green Mountain Coffee Roasters are intending to do.

I suspect that many of these early adopters are co-existing their Fusion modules with an existing core system, so SaaS hosting is understandable. When the time comes to replace the core system they may well move things back in-house.

It was also interesting to hear that Oracle expects to have made around 1,000 customer-driven enhancements by OpenWorld. That’s an incredible amount of improvements in such a short space of time.

See more here.

Fusion getting some positive press

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I was heartened to see an opinion piece on ZD Net discussing the Oracle’s recent Public Cloud / Fusion Apps progress. Oliver Marks – the author – clearly has access to much more than us outsiders, but the impression that he has formed – that Oracle has made huge progress since last year and is accelerating fast – is very encouraging.

He reports Steve Miranda (Senior VP for Oracle Fusion Development) as saying that he was confident that Fusion would prove to be the fastest ramp up in enterprise computing history in terms of uptake by customers, and looking at the momentum Oracle appear to have with their vast client base [he] looks to have a point.

Oliver also says “From the client enthusiasm and rapid uptake of Oracle’s Fusion offerings it would appear that the Oracle mothership is enjoying a pretty spectacular launch which should give enterprise competitors who have had plenty of room to maneuver in the cloud until now cause for concern. … It would appear that while the competition have been moving a lot of air talking about the future, Oracle have efficiently executed on their vision in remarkably short order and are accelerating pedal to the metal into a suddenly very mature cloud era.”

It’s a good article and well worth a read.

 

Fusion Apps need a new logo

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I’ve watched some Fusion presentations and webinars over the last month or two, and a couple of things have struck me.

1) This – if you just glance at it quickly – looks like it reads ‘Oracle confusion’

Not a good message to be sending out.

2) The Fusion Apps logo is really dull:

It’s just words.

Sure, some of the competition isn’t much better. The Workday one just seems a poor copy of the Amazon one. At least the arch in Amazon has meaning (i.e. going from A to Z)

I’m not sure what the arch in Workday signifies, is it sunrise or sunset? Or does the ‘O to A’ mean something that I haven’t cottoned on to yet?

At least it’s a friendly logo though.

It doesn’t need to say Oracle in it, we all know that Fusion is an Oracle product. Make it red if you want to keep the corporate branding involved. Just spend a few thousand letting your designers riff on the words ‘Fusion Apps’ (or maybe just Fusion) and see if they come up with something more likeable.

Faces of Fusion

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Oracle have uploaded an interesting little series of videos showing some of the personalities behind Fusion Apps development. It struck me as refreshing because Oracle is such a monolithic company, and although you often get to see/hear the execs speak you don’t often get to see the other contributors to the product.

For dedicated Fusion-watchers there’s probably not a lot of new information, but some of it is worth re-iterating:

Killian Evers – The set/family of Composers allows you to change the application without needing Java skills, and regardless of whether you’ve deployed on-premise or in the cloud.

Kristin Penaskovic – The Fusion help system is a cloud based portal called – imaginatively – the Fusion Help Portal. From the description it sounds a little like the hosted versions of PeopleBooks.

Janine ErbThe first time we had a mass group of people coming in and using the applications we heard people saying “I had to keep reminding myself this was Oracle because it’s so user-centric”.

Andre Ohl – Oracle are the only vendor that can offer an ERP where there’s flexibility over the deployment model. Fusion can be on-premise, SaaS/public cloud or hosted on a private cloud (on demand).

The camera work is a bit shaky, but it’s quite nicely done. At the moment they just have CRM and HCM ‘faces’, but it’s a good start.