wert ist, könnt Ihr im folgenden lesen. Internet Capital ist mit 64% an ICGCommerce beteiligt = allein schon 320 Millionen durch dieses eine Beteiligung, was schon über der momentanen Marktkapitalisierung liegt. Kostenlos dazu gibt es ca. 150 Millionen Cash/Wertpapiere und die anderen Beteiligungen neben ICGCommerce.
Capgemini and IBX deal to shake up procurement outsourcing
Posted on Tuesday, February 2
by David Rae
While not quite on the scale of Kraft Foods' acquisition of Cadbury, news that Capgemini is to acquire Swedish procurement technology company IBX is, in its own way, a fascinating development which points to interesting times ahead for the procurement outsourcing space.
According to Hubert Giraud, global leader of Capgemini BPO, the deal means that potential clients only need seek a single partner for procurement outsourcing. "Not only does the fully integrated approach achieve significant savings faster, the required investment to recognise and achieve the saving is also less," he says.
This maybe true, but the likes of Accenture or IBM would argue that by partnering with technology companies such as Ariba and Emptoris, they are in a similarly strong position. They could also argue that, in the long term, they will benefit from the advantages an independent company brings (more focus and innovation, for example).
But if we were to don the speculative hat for a moment, could this finally be the move which triggers a wave of consolidation in the e-procurement and sourcing space?
With outsourcing/consulting firms potentially in the market to pick off specialist e-procurement players, traditional enterprise software vendors could well be forced into a move. Oracle's strategy has always been growth by acquisition. SAP's has always been organic, a trend which shifted with its acquisition of Business Objects a couple of year's ago.
But SAP already has a relationship with IBX where the latter provides some enabling capabilities for SAP software; while SAP sells on-demand technology provided by IBX (and Hubwoo, as it happens). Oracle is also a player, with its own on-demand procurement solution.
Currently, it's all a bit of a mess, with lots of small IT providers partnering with the giant software, outsourcing and consulting vendors.
But the Capgemini/IBX deal shows that at least one giant consulting and outsourcing vendor has seen the potential rewards that on-demand e-procurement can bring to its offering. And that could shake things up nicely.
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Reader Comments (3)
David - thanks for the update. As companies think about core competencies, it will be interesting to see how this combination evolves. I have always considered systems integrators and consulting firms to have a core competence unrelated to building commercial world-class software applications. Will potential customers value a vendor that does both under one roof? Or will a partnership of best in class consulting with best in class software prevail? I guess we will find out over time.
Kevin Potts
VP of Product Management
Emptoris
Blog: emptorisinc.blogspot.com
February 2, 2010 | Kevin Potts
David- whilst the general BPO's are looking for new revenue streams; I wonder about the impact on dedicated procurement outsourcers. It may be that those that blazed the territory get left at the pass.
February 3, 2010 | Will Pleva
David - Thanks for the insight. I think eProcurement has traversed through a natural hype curve and is now reaching a point of inflexion where customers are desperate to realize its full potential and expecting service providers to provide assurance on sustainable savings. This is a clear indication of industry moving in the direction of ‘outcome based’ model where in service providers have to leverage technology in delivering the value instead of being just a fence sitter.
February 12, 2010