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市場調査レポート
エンタープライズ・リソース・プランニング(ERP)：米国の中規模企業におけるベンダー戦略と機会
Enterprise Resource Planning (ERP): Vendor Strategies and Opportunities in the US Mid-Enterprise Market
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Abstract
Description
The enterprise resource planning (ERP) software market has experienced rapid
change over the past five years. Maturation at the high-end of the market is
driving leading vendors to seek incremental growth in the lesser developed US
enterprise mid-market. Many pure-plays have also entered the market with more
focused solutions and channel coverage.
As ERP penetration rates settle in the 50-60% range, vendors are shifting
their focus to strategies for selling more deeply into the installed base and
capturing net-new business around the edges. Core to these efforts are
significant investment in creating differentiation in the portfolio with
sector-based capabilities and deeper/more robust functionality in
under-developed niches.
In this report, we provide perspective on recent performance trends and
consolidation in the ERP market and a point-of-view on those segments that
could drive the most attractive growth for ERP vendors.
Key points of coverage include:
- 1. Revenue concentration and recent performance of top ERP players
- 2. Five year consolidation trends (acquisition/deal activity)
- 3. Strategic themes driving vendor growth initiatives
- 4. Evolving vendor focus on target industries and applications
- 5. Mid-market ERP adoption trends
- 6. Relative opportunity for incremental growth (penetration) within the
small and medium business segments (legacy ERP and untapped firms)
Table of Contents
- Contents: Summary Findings
- Summary Findings
- Contents: Market Analysis
- Enterprise Resource Planning (ERP) Definitions
- ERP solutions enable organizations drive continuous improvement strategies
by providing a global view into the enterprise
- ERP has evolved in recent years beyond core accounting to touch
- all business functions
- The market is highly concentrated among the top two players
- Small- and mid-market ERP pure-plays are posting impressive revenue gains
- The ERP industry is coming out of a four year period of high deal volumes
and rapid consolidation
- The large share of deals have been targeted, fill-in acquisitions of
functional and industry applications
- Sector capabilities tend to become more narrow and specialized within the
second- and third- vendor tiers
- Industry growth strategies emphasize three key themes - extend the base
business, optimize execution, and launch new business models
- Building depth in the portfolio and extending market reach top vendor
priorities
- Alternative product strategies have clear trade-offs in value to the
market and upside potential for vendors
- Adoption trends suggest that ERP is a maturing technology
- category within the US mid-market
- Firms invest in ERP to address a variety of business imperatives at all
enterprise tiers
- Inventory-intensive businesses lead the market in ERP deployments
- ERP add-on modules have made solid inroads within the installed base
particularly in non-service oriented sectors
- Further up-sell potential for ERP add-ons exist in select industries in
which the fit is high and penetration relatively low
- Legacy ERP businesses and net-new buyers could provide an addressable
market of ~48,000 US mid-market firms
- Adding small businesses to the mix could expand the market opportunity by
another 1.6 million enterprises
- Contents: Appendix
- SAP
- Oracle
- Infor
- Sage Group
- Microsoft
- Lawson
- Epicor
- Activant
- IFS
- Exact Software
- CDC Software
- Deltek Systems
- QAD
- NetSuite
- Glovia
- Oracle' s Recent Acquisitions
- SAP' s Recent Acquisitions
- Infor' s Recent Acquisitions
- Recent Acquisitions of Netsuite, Lawson and Epicor
- Exact' s Recent Acquisitions
- Activant' s Recent Acquisitions
- CDC' s Recent Acquisitions
- QAD' s Recent Acquisitions
- Deltek' s Recent Acquisitions
- Sage' s Recent Acquisitions
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