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Infor

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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The Third Act

By | Demand, Downstream data, Market-Driven | One Comment

An antagonist (from Greek ἀνταγωνιστής – antagonistēs , “opponent, competitor, enemy, rival”, from anti- “against” + agonizesthai “to contend for a prize,”) is a character, group of characters, or institution that represents the opposition against which the protagonist , or main character, must contend. In other words, an antagonist is a person or a group of people who oppose the main character(s).  Wikipedia The stage is set. We are now in the third…

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