Elemica

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Five Trends That Excite Me!

By | Big data supply chains, market-driven value chains, Market-driven value networks, Supply Chain visibility | One Comment

Holiday travel. Packed airports and the children screaming in unison. Today as I sit scrunched into a coach seat in 26C, working on this blog post and hoping to not spill my coffee on my neighbor, I dutifully type to complete my weekly post. Thanksgiving is one of my favorite holidays. I give thanks for our clients and the ability to do what we do.  Here I share insights on the work…

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Network Consolidation: A Step Forward for Market-Driven Value Networks?

By | customer-centric supply chains, Demand, Market-Driven, Supply Chains to Admire | One Comment

Market-Driven Value Networks: An adaptive network focused on a value-based outcomes. The network senses, translates, and orchestrates market changes (buy- and sell-side markets) bidirectionally with near real-time data to align sell, deliver, make and sourcing organizations outside-in. Today’s supply chain processes are inside-out with a focus on orders and shipments. We have automated transactional data; but there are no systems available to take independent demand data (channel data) and move…

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Evolution of B2B Networks

By | Risk management, Supply Chain | No Comments

Today Thoma Bravo, a private equity investment firm, announced a definitive agreement to purchase Elemica, a provider of Supply Chain Operating Networks for the chemical industry. In 2014 Thoma Bravo acquired GHX, a Supply Chain Operating Network for healthcare. The Elemica announcement contained the obligatory positive quotes and promises to customers. Is the announcement good for the industry? My view? I think that it is too early to tell. Normally…

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2016: The Start of the Third Act?

By | Supply Chain Insights, Supply Chain Insights Community, Supply Chain Leadership | 3 Comments

Six years ago, on a snowy January afternoon, I wrote my first post for the Supply Chain Shaman. It seems so long ago, but I still remember the fear I felt hitting the publish button for the first time. The blog was uglier then and less polished, and I have learned a lot about blogging over the years; however, my focus is the same. My goal is to write insights for the supply chain…

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Infor’s Acquistion of GT Nexus: If I Had a Magic Wand

By | New technologies, Risk management, Supplier development, Supply Chain visibility | No Comments

As an analyst, when technology providers acquire and divest companies, I get invited to pre-announcement conferences. In these sessions the technology providers share their rationale for the investment and invite questions. Thursday morning it was the acquisition of GT Nexus by Infor. The transaction closes in 45 days. Infor, a market consolidator of enterprise software, currently has revenues of  $2.8 billion in sales and about $800 million in earnings before interest and taxes in the…

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Visibility and vision

Whew! It Is Finally Happening.

By | Big data supply chains, Bricks Matter, Market-Driven, New technologies, Open Content Research | 3 Comments

I am an old gal. In six months, I will raise a toast to my sixtieth birthday. It is hard for me to believe that I am that old and still working. Many of my friends are retiring. The industry is in flux. Daily, I get notices from Linkedin of job changes. Sometimes, I ask myself, “Where has time gone?” Other times I celebrate how much I have learned. It…

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What Is Old Is New Again. Maybe, Just Maybe, the Emperor Is Getting Some Clothes.

By | Demand driven, Market-Driven, Market-driven value networks, Supply Chain, Supply chain excellence, Supply Chain visibility, Uncategorized | No Comments

Over the Memorial Day weekend, I stumbled on an old article that I wrote in 2001. At the time,  I was a junior Gartner analyst. The piece, “CPG/Retail E-Marketplaces: The Emperor’s New Clothes?” was controversial. At a time that marketplace offerings were super-hyped, I forecasted the doom of ten e-marketplace providers. I was dubbed by my boss as the ultimate-contrarian. This was to such a degree that one of the…

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