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It can happen in almost any relationship. You’re happy enough, but as the years go by, you get a little restless. All of a sudden, you’re asking yourself, “is this really all there is?” Well, that’s exactly what’s happening with applications outsourcing. While it’s true, there are some wide-eyed newbies still enamored by the efficiencies [...]
October 22, 2012 |
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Are you at work? Check the mobile phone you are using. If you are in the Europe, Middle East and Africa (EMEA) region, chances are your company has allowed you to bring your own smart phone to work. The results of a recent survey of the region released by Aruba Networks (NASDAQ: ARUN) suggests that [...]
October 22, 2012 |
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Some years ago, Radio Frequency Identification (RFID) was going to power supply chain systems to the next level. Retailers like Target, Metro Cash & Carry and Walmart adopted it, only to discover that there were several challenges. Integration with SCM was one—tracking everything down to the last part/unit using RFID was turning out to not [...]
October 22, 2012 |
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Rance Clouser was at lunch and needed to get in touch STAT (that’s a hospital term meaning right away!) with a colleague (one of 35,000) he didn’t know that well. The vice president of IT for Advocate Health Care, the largest healthcare provider in Illinois, didn’t have the associate’s phone number in his cell phone. [...]
October 8, 2012 |
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Innovation unfolding by way of mobile application usage in the financial sector is not totally unexpected: an increasing number of customers are walking around with smart phones, transacting in virtual worlds, accessing information 24X7, changing market dynamics and providing unlimited opportunities. Time has literally begun to translate into money. ComScore (NASDAQ: SCOR)[i] reported earlier this year [...]
October 8, 2012 |
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Back to Market Analysis home Remain selective in IT Services, favoring CTSH/BPO providers, but would look to get more constructive around pullbacks in Neutral-rated stocks. CTSH is our best idea, given expectations for reaccelerating yoy revenue growth in Q4 (high historical correlation of growth acceleration and multiple expansion). Highlights from our recent trip to Oracle [...]
October 4, 2012 |
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It happens so slowly that you may not even notice what’s going on. A few extra steps to get around a problem here. An inefficiency or two there. A recurring help desk issue. A sluggish, outdated app. Minor inconveniences, right? “After all, we’re not a young IT enterprise anymore. So we’re a little sluggish on [...]
September 18, 2012 |
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16th Annual Outsourcing Excellence Awards—Best Financial Services: Deutsche Bank and Accenture “Working as one cohesive team, we over-delivered on our business case and we’re still on an upward trajectory. Eight years after initiating the largest procurement BPO engagement in the world, we’re here, we’re successful and it’s working.” Ken Litton, Managing Director, Chief Procurement Officer, Deutsche [...]
September 18, 2012 |
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16th Annual Outsourcing Excellence Awards – Best Partnership: US Army Information Technology Agency and Catapult Technology “We trust the Catapult team to pursue a solution without government intervention. They don’t have to wait to hear from us because we know they fix problems fast and provide backup documentation as a matter of course.” Gregg Meserve, [...]
September 18, 2012 |
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The Pacific Tsunami Warning Center in Ewa Beach, Hawaii detects, locates, and determines the magnitude of potentially tsunami genic earthquakes and issues warnings of imminent risk. Similarly the Federal Reserve Board is responsible for detecting, locating and determining the magnitude of potential risks posed by financial institutions on the U.S. and global economies. In the [...]
September 18, 2012 |
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Back to Market Analysis home View risk/reward as balanced, based on valuation – more constructive below $60. ACN reports FQ4 results on 9/27, and will provide initial F2013 guidance. We expect FQ4 results to be slightly above our/consensus estimates, largely due to management conservatism and somewhat stable trends. For F2013, we anticipate revenue and EPS [...]
September 17, 2012 |
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Back to Market Analysis home The market has moved up recently, implying the economy has improved. Although there may be small incremental gains, we are far from being out of the woods in our opinion. We are getting indications that demand is stable in the outsourcing group, but no indications of acceleration. The net result [...]
September 13, 2012 |
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Wipro Voice: Remote Healthcare The recent U.S. Supreme Court decision on the Affordable Care Act (aka Obamacare) is just one business change buffeting the manufacturers of healthcare devices (which includes everything from MRI machines to cardiac pacemakers.) Like most manufacturers, their markets are flattening and so are their profits; developments that are squeezing their bottom [...]
September 13, 2012 |
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The triumphs and disappointments of the retail industry are very public. Every man, woman and child of buying age experiences the service strategy, the employee satisfaction level, the marketing concepts, the inventory policy and most visible of all, the pricing schemes each retailer requires in order to make a profit and stay afloat. Retailers, although [...]
September 11, 2012 |
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“Let’s Go Shopping:” New Mobility Strategies Entice Consumers Back Into Physical Stores Why go to a store when you can purchase online? Thanks to innovative mobility strategies, consumers will soon have plenty of reasons. Instead of focusing efforts on lackluster mCommerce, retailers are now looking at mobility solutions as a means to enhance their customers’ [...]
September 4, 2012 |
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16th Annual Outsourcing Excellence Awards – Best Healthcare: Springhill Medical Center and Allscripts Outsourcing “Before Allscripts, IT was one of my biggest managerial headaches. Now it’s a huge feather in my cap.” Jeff St. Clair, president, Springhill Medical Center Definition: The buyer and service provider worked together to help the hospital and/or pharmaceutical company provide [...]
September 4, 2012 |
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