Tag

GT Nexus

Reflections: Building the Network of Networks

By | Demand sensing, Digital Supply Chain, Market-Driven, Network of Networks, Supply sensing | 3 Comments

I remember the call like it was yesterday. Four years have passed. On this cold day, I would like to walk on the beach with my friend Maddy. She is there. I am not. Let me tell you the story. In 2014, while sipping on an early morning coffee, Maddy called to ask me a question. It sounded simple, but she was frantic. Working for a large manufacturer, she was trying…

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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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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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