| IDII
Software Newsletter - Vol 1 No 6- May 9th 2000 |
To assist the professional dealing
with software in Warehousing Distribution, Logistics, and the Supply Chain.
Techniques, Vision, & Educational Thoughts
1st Quarter, 2000 ERP Report Card: Transition
of Growth or Decline?
For some Application Software Vendors,
the
1st Quarter of the calendar year 2000
will
either reflect turnaround growth or
concerning
decline in the key metrics. The key
milestone
of Y2K has now come and gone. Most
analysts
and all ASVs predicted turnaround growth
in all of the key metrics for 2000.
However,
for many Vendors, the growth has yet
to appear;
and to some, the flat to declining
numbers
spell tumultuous waters ahead for employees
and investors.
Let us look at some of the leading Larger
and Midmarket ERP Application Vendors today
to evaluate their Report Card performance
for the 1st Quarter.
- SAP (SAP), Larger Enterprise leader, announced their
earnings on 4/19/00 with a 43% decline in
Net Income and a slight increase in overall
Revenue. In addition, Kevin McKay, President
and CEO of SAP North America, resigned from
the company, adding to the executive exodus
over the last few months.
- Oracle (ORCL), an e-Business powerhouse (Gartner Leader
Quadrant for Larger Enterprises),
announced
their earnings last month with an
increase
in both Net Income (82% increase)
and overall
Revenue (15% increase) respectively.
In addition,
application license revenue grew
at a decent
pace (24.32 Price/Sales Ratio—Highest
Ratio
of all (7) ASVs).
- J.D. Edwards (JDEC) showed in late February’s Earnings release
20% increase in License Revenue growth
and
a jump in overall Revenue. J.D. Edwards’
original CEO—Ed McVaney—has now joined
his
original post for the company. We
should
expect more of the same numbers for
next
month’s earnings announcement (1.9
Price/Sales
Ratio).
- Peoplesoft (PSFT) expects next week (4/25/00) to announce flat
revenues with a slight profit of
$5 MUSD
for the 1st Quarter. Peoplesoft is
also trading
at a Price/Sales ratio of 2.94. Peoplesoft’s
biggest challenge for 2000 is integrating
the Vantive CRM suite into its own
applications
and exploiting the CRM “hot” space.
- Baan (BAANF), with the resignation of CEO Mary Coleman
a few months past and the tremendous
losses
in Revenue and Profits, expects more
of the
same for the 1Q numbers: ~$20 MUSD
loss and
declining revenues (1.6 Price/Sales
ratio).
·
- Symix (SYMX) shocked the investment community with an
early announcement of disappointing earnings
(2) weeks ago. With analysts expecting a
profit of ten cents, the company stated they
expect revenues to be flat with a loss of
$1-2 MUSD. Stephen Sasser, President and
CEO, also stated that the company may have
been too optimistic about demand for rebound
past Y2K (0.53 Price/Sales ratio).
- Epicor (EPIC) by far has multiple Applications in its
bag of tricks, yet instability with reference
to its ST and LT Product strategy has slowed
its growth and hindered their ability to
exploit the Midmarket. Epicor and the Analysts
additionally expect flat revenues with an
approximate loss of $4 MUSD with official
numbers to be later released on 4/28. Additionally,
Epicor announced a 10% layoff in early 1st
Quarter to offset growing expenses. Finally,
Epicor’s SVP of Sales—Ken Lally—resigned
from the company in the last (2) weeks (0.74
Price/Sales ratio).
The above was a brief glance at the Top (5)
Larger Enterprise vendors and (2) of the
top Midmarket vendors. Even Symix was just
recently added to Gartner’s Leader Quadrant
to join J.D. Edwards for their 1H, 2000 Midmarket
Magic Quadrant update. In the realm of the
Larger Enterprise ASVs, Oracle, and J.D.
Edwards seem to be posturing for market share
growth from their competition for the remainder
of 2000--Baan, Peoplesoft, and SAP. Time
will tell for all (7) of these vendors in
respect to who will be standing and how far
ahead they are at the end of this year.
(Jared S. Faellaci, independent eBusiness
writer).
IDII News
- Research report "What To Look For In WMS Software" is now available from IDII or Amazon.com. This report describes common strengths &
weaknesses in the WMS software industry.
For more information on this educational
report, open the Adobe PDF document at http://www.idii.com/product.htm.
- New - Stock Quotes, Charts, News on CRM,
B2B, ERP, WMS Companies. Like to invest in the stock market in technology
stocks?
- We have added a B2B and CRM (Business 2 Business and Customer
Relationship Management) webpage that shows current stock prices, charts,
and news for these software companies.
WMS/LES (Warehouse Management System/Logistics Execution System) webpage that shows current stock prices, charts,
and news. Also, see the ERP/SCM (Enterprise Resource Planning / Supply Chain Management) webpage. For latest news, quotes, analyst ratings,
and charts on these publicly traded
companies,
click on our page, to get a complete
list
of ERP software companies in the
North America
stock markets.
Software Company News
- American Software (ERP Nasdaq: AMSWA) - Delivers Advanced Management Information
with Alerts from Categoric Software. Editors Note: Intelligent Alerts are very
important in business and solid software
applications will have them implemented where
business functions/events occur. Also, American Software Announces e-receivables,
an Addition to e-applications Business Solutions.
- Baan (ERP, TMS Nasdaq:BAANF) and ShipLogix (TMS, APS) form alliance. ShipLogix to introduce Web-based collaborative
transportation management system for shippers,
carriers, and other trading partners, now
has an alliance with the CAPS Logistics division
of Baan to provide the platform for its shipment
optimization module. "CAPS TransPro
is well recognized as one of the most powerful
transportation planning systems available
today," remarks Greg Cain, CTO for ShipLogix.
To use the optimization tool, users simply
log onto the ShipLogix Web site and enter
shipment data including consignee addresses,
required ship dates, shipment types, and
specific requested delivery times. The ShipLogix
Web interface automatically loads the data
into TransPro for off-line processing. Once
the shipments are processed, the customer
automatically receives a downloadable plan
that minimizes costs with the best service
option.
- Catalyst (WMS, TMS, YMS, Simulation) - Catalyst launches Catalyst-Exchange.com - a new independent information exchange
that will be the industry's first on-line
community focused on the execution of orders.
Catalyst-Exchange.com is a Business-to-Business
(B2B) product and service offering for the
retail and consumer packaged goods (CPG)
industries. This is an on-line community
providing an electronic trading solution
for the execution of orders and exchange
of vital information about shipping content
utilizing the Internet. It will be the first
to allow electronic trading without the costs
associated with Electronic Data Interchange
(EDI). This should drive significant costs
out of the supply chain, as much as seventy-five
percent when compared to current applications. Editor's note: B2B is hot, Logility and
Kewill also announce initiatives to get into
the B2B arena.
- Catalyst also announced Vendor Quality Management Module provides electronic auditing procedure to
significantly increase shipment accuracy.
Vendor Quality Management (VQM) will help
retailers save time and improve warehouse
productivity. Uses a real-time tool that
identifies specific shipment discrepancies
and frequency of issues, which can then be
communicated to the vendor to head-off future
problems. A new class of software, the system
will reduce vendor charge-backs, improve
relationships between retailers and vendors,
and reduce costs by verifying the accuracy
of vendor Advanced Shipment Notice (ASN)
data.
- Industri-Matematik (WMS, CRM, ERP, eFs) - FULLeCOM, Inc. and Industri-Matematik
have announced a major new contract
to provide
IMI's new eFulfillment/eCRM software configuration
for dot.com businesses. The software will allow FULLeCOM to integrate
customer care with its eFulfillment
and WebStore
operations in one complete solution,
delivering
high-speed movement of goods and
world-class
customer service. CoShopper.com Chooses
Industri-Matematik
E-Commerce Solution CoShopper.com,
an interactive retailing company operating in Europe and Asia has announced
it has selected Industri-Matematik's new
eFulfillment/eCRM software package specially
designed for dot.com companies. Industri-Matematik
software will provide the fulfillment infrastructure
for CoShopper.com to implement a major expansion
into Europe and Asia. ALSO, Sun Microsystems chose VIVALDI CRM.
- Kewill E-Commerce of Kewill Systems (SCM,
WMS, SMS) Partners with PostMaster Software (SMS) - Kewill's Clippership, APSS, and Tracer-X
multi-carrier shipping software now
integrated
with the PostMaster Plust and uspsXport
software.
This permits Kewill users to automate
postal
forms processing for certified mail,
registered
mail, return receipt for merchandise
and
customs declaration. Clippership
and APSS
are multi-carrier rating and manifest
systems.
- Kewill announces a B2B Supply Chain Portal for E-Commerce, called Kewill.Net. The suite of applications, Kewill.Trade,
Kewill.Ship, Kewill.Trace, and Kewill.Receive,
enable users to view, transact, trace and control goods as
they move through the supply chain. Users
now have the ability to centralize the business
processes of buyer, supplier and carrier
regardless of business applications or physical
location globally. Users have real-time access to supply chain
information, as well as full multi-carrier
compliance.
The benefits of these solutions include:
· automation of shipping process
and documents
· carton level detail (CLD)
· rate shopping
· better/best route to bring goods
to market
with multi-carrier compliance
· shorter supply chain and faster
time-to-market
· better order and inventory accuracy
· decreased stock levels
· reduced total fulfillment costs
· decreased split-shipment problems
· lower inbound stock levels
- LIS (WMS, TMS) - New Route Scheduling Interface. Dispatcher-CS (WMS) is integrated with DPS
International's e-Logix route scheduling
application. This optimizes order preparation for dispatch
only when they are needed, by taking into
account the complex inventory, route planning
and delivery scheduling requirements. Also
offered, is a website entry where customers
may select delivery times whenever an order
is placed. Editor's note: LIS had a growth
rate exceeding 70% in 1999.
- Logic Tools (TMS) - .Supply chain planning and optimization
software. Has the following modules:
LogicNet is strategic network design software that
is designed to help you determine
your optimal
distribution network, quickly respond
to
RFPs, meet service-level requirements,
and
even develop an e-commerce distribution
strategy.
LogicChain is a tactical planning software that helps
make production timing decisions
to meet
fluctuating demand, develop inventory
replenishment,
evaluate strategies to meet seasonal
demand,
analyze a multi-tier, global supply
chain,
analyze warehouse inventory volume
scenarios,
identify inventory bottlenecks.
- PeopleSoftt (ERP, B2B) - PeopleSoft announced a new business unit
for PeopleSoft MarketPlace, a B2B
exchange
that enables employees, customers,
and suppliers
to connect and do business over the
Internet.
New unit will be headed by former
Oracle
Corporation executive Kerry P. Lamson,
who
will lead development, strategy,
sales, and
marketing for PeopleSoft's business-to-business
eCommerce initiatives.
PeopleSoft MarketPlace (http://www.peoplesoftmarketplace.com) is powered by the PeopleSoft Internet Architecture,
an XML-based open integration platform. PeopleSoft
MarketPlace is live today with eProcurement
for office supplies (MRO). The service is
accessible via the PeopleSoft eProcurement
application, which integrates tightly with
PeopleSoft enterprise systems. Future
collaborative services are currently scheduled
to include direct procurement, resource management,
benefits, travel and expense, and recruiting.
The solutions will enable strategic decision
making by integrating PeopleSoft Enterprise
Performance Management, PeopleSoft's eBusiness
intelligence suite.
Conferences / Trades Shows
May 15-17 - WOF2000. International Warehouse
of the Future 2000 - Georgia World Congress Center, Atlanta,
GA, USA. For more information, contact
(717)
295-0033 - DBM Association or access
the
show's Web site at www.DCenter.com
June 13-15 - Supply Chain Expo 2000 - Rosemont Convention Center, Chicago, IL,
USA. For more information, contact
(800)
638-6396 - Penton Media or access the
show's
Web site at www.supplychainexpo.com
Websites To Check Out
www.nap.edu ---- 1500 books ---- for online reading
--- National Academy Press
www.rfid.org -or- www.aimglobal.org/technologies/rfid/ - AIM website on Radio Frequency Identification
Quote to Ponder
"True eloquence consists of saying all
that should be said, and that only."
- Francois de La Rochefoucald
Scripture to Ponder
"The heavens declare the glory of God;
and the firmament shows His handiwork. Day
unto day utters speech, and night unto night
reveals knowledge. There is no speech nor
language where their voice is not heard.
Their line had gone out through all the earth,
and their words to the end of the world."
- Psalm 19:1-4 About This Newsletter
We educate and share news on software
for warehousing, transportation, shipping, packing, slotting, loading,
optimization, and enterprise wide software solutions. This free newsletter
is published twice a month and is targeted toward supply chain professionals
involved in software. Currently, it is only available electronically. Feel
free to forward this newsletter to others that you know. One may quickly
subscribe by accessing our website at www.idii.com.
To submit information to be considered for inclusion in our newsletter,
send any news, events, press releases, research, and newsletters to editor@idii.com.
The current and back issues of our E-Software Newsletters can be accessed
at www.idii.com/esn
© 2000 Industrial
Data & Information Inc. All Rights Reserved.. Trademarks belong to
respective trademark holders. Information accuracy is not guaranteed due
to variety of sources. |
