What changes have business software giants like SAP and Oracle made in response to the cloud computing trend?

1. At present, the cloud products of other manufacturers have not had a big impact on the operations of the two companies. It will take time for other manufacturers to achieve the large, comprehensive, sophisticated and deep product lines of these two products.

2. The recognition of salesforce, workday and other products in the capital market, as well as the rapid market growth rate, should have a greater impact on both companies. As a result, both companies have taken the initiative to enter the cloud market. O Ji currently firmly believes that cloud will be the direction of IT informatization in the future, while S Ji is more of a wait-and-see approach.

3. Oji hardware, database middleware and application software fully attack the cloud market. Launch cloud products across the board at Iaas, Paas, and Saas levels. It also claimed that by transforming into a cloud computing company, its future competitors will no longer be Sap and IBM, but Amazon and Microsoft. This shows Oracle’s attitude and determination towards the cloud market. Among them, all cloud product codes at the application level are refactored to adapt to cloudification. At the same time, we are constantly acquiring cloud companies of a certain scale in the market, eliminating competitors and integrating into our products. The pace is fast, but also aggressive.

At present, Oji mainly focuses on grabbing customers on the public cloud, but in the future, it will gradually expand its products to private cloud and other fields. Because technology is no longer a problem, but the exploration and continuous innovation of business models.

In Oji Cloud products, new technologies such as socialization, intelligent learning, and big data are constantly being integrated. It should be said that technology and product innovation are moving very fast. However, it remains to be seen whether the market and customers recognize these new elements and the business models involved. O Ji is also constantly exploring and discussing.

4. S Jiyun walked relatively slowly and steadily. The rigorous and steady style of German companies is in sharp contrast to O Ji. In addition, due to its core product technical issues, complete cloudification does require a certain amount of time and cost. Therefore, the current cloudification of S Ji is divided into two directions: first, the core product is Hana to adapt to private cloud deployment, and at the same time it is de-Oracle. This direction will cause customer costs to increase compared to past products. However, SAP will definitely promote HANA in the future in order to adapt to the future cloud market. Second, some non-core businesses will be transformed into public clouds through acquisitions. For example, products such as successfactor and ariba are currently being promoted after the acquisition.

5. The areas where S and O compete are mainly in the field of enterprise application software. (Please don’t come out and say that Hana and Oracle are competing in the database field. It is a joke at the moment.) The focus of this field is actually ERP. Oracle has already begun the comprehensive Saasization of its ERP products, while SAP currently only hopes that customers will adopt hana private cloud in this regard. But to be honest, enterprise ERP is by no means a simple and independent system. The larger the enterprise, the more complex it is and the more connections it has with other systems. It is worth exploring whether the current SaaS technology can well solve such complex business scenarios and integrate interactions with other systems. This may be one of the reasons why sap saas has not seen a big move.