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1、,GlobalHeadquarters:5SpeenStreetFramingham,MA01701USA,P.508.872.8200,F.508.935.4015,MARKET AN ALYSIS,Worldwide Financial Performance and Strategy,Management Software 20082012 Forecast Update basedupon Economic Indicators and 2007 Vendor Shares,Kathleen Wilhide,IDC OPINION,The newly consolidated fina
2、ncial performance and strategy management(FPSM)market reduced the number of players,expanded offerings from point solutions intointegrated suites,and redefined business models for both ERP and specialty vendorsalike.The 2007 FPSM market showed healthy growth,which to date has carried overinto 2008.H
3、owever,for the remainder of 2008 and into 2009,economic factors willimpact the overall software market and specifically will impact the FPSM market,although not quite as significantly as some other markets.IDC highlights the followingtrends:,!It is estimated that the FPSM market grew 11.0%in 2007,up
4、 from formerly,published forecast growth of 10.7%,with a total market value of$1.97 billion.,!IDC forecasts a compound annual growth rate(CAGR)of 10.3%for 20072012,with a downgrading of the forecast and assumptions for 2009 because of thedownturn in leading economic indicators.,!Given the revised ec
5、onomic outlook,IDC anticipates that the financialconsolidation as well as planning and budgeting markets will experience steadygrowth as must have applications.The areas of strategy management andprofitability management may experience a slight delay in adoption as the resultof a decrease in IT spen
6、d.However,profitability management will continue to bea key area of investment,and organizations will continue to expand the use of BItools to track this information as they evaluate the maturing profitabilitymanagement software applications being brought to market by leading vendors.,!Lines will co
7、ntinue to blur between FPSM applications and BI platformcapabilities as analytic applications will evolve to rely on and take advantage ofboth core and more advanced BI capabilities.,Filing Information:November 2008,IDC#215093,Volume:1Business Performance Management Applications:Market Analysis,1,2,
8、7,29,T ABLE OF CONT ENT SPIn This StudyMethodology.1Financial Performance and Strategy Management Analytic Applications Market Definition.1S i t u a t i o n O ve r v i e wThe Financial Performance and Strategy Management Applications Market in 2007.2Performance of Leading Vendors in 2007.3Financial
9、Performance and Strategy Management Market by Segment.6Future OutlookForecast and Assumptions.7Market Context.27Essential Guidance,Learn More,29,Related Research.29Methodology.30,#215093,2008 IDC,1,2,3,4,LIST OF T ABLESPWorldwide Financial Performance and Strategy Management Software Revenue by Vend
10、or,2006 and 2007.3Worldwide Financial Performance and Strategy Management Software Revenue,20062012.8Key Forecast Assumptions for the Worldwide FPSM Software Market,20082012.8Worldwide Financial Performance and Strategy Management Software Revenue,20062012:Comparison of March 2008 and November 2008
11、Forecasts.28,2008 IDC,#215093,1,2,LIST OF FIGURESPWorldwide Financial Performance and Strategy Management Software Revenue Share bySegment,2007.7Worldwide Financial Performance and Strategy Management Software Revenue,20062012:Comparison of March 2008 and November 2008 Forecasts.28,#215093,2008 IDC,
12、1,IN THIS STUDYThis study provides a top-down sizing of the FPSM market in 2007 and a 20082012forecast for this market.Historical and forecast revenue data is shown for the totalworldwide market.This study also contains vendor-specific revenue of leading FPSMvendors.MethodologySee the Learn More sec
13、tion for a description of the forecasting and analysismethodology employed in this study.In addition,please note the following:!The information contained in this study was derived from the most recentSoftware Market Forecaster for 2007 and current reforecast models from 2008 to2012.!All numbers in t
14、his document may not be exact due to rounding.!For more information on IDCs software definitions and methodology,see IDCsSoftware Taxonomy,2008(IDC#210828,February 2008).Financial Performance and StrategyManagement Analytic Applications MarketDefinitionFinancial performance and strategy management a
15、pplications consist of applicationswhose main purpose is to measure,analyze,and optimize financial and businessperformance and analytic processes in support of enterprisewide initiatives that aretypically driven by finance.These include the following application areas:!Budgeting and planning!Financi
16、al consolidation!Strategy management!Profitability management(including activity-based costing ABC)A critical component of a successful FPSM strategy is the underlying BI platform andreporting/dashboard solutions that enable statutory and management reporting.FPSM applications must reflect domain ex
17、pertise across a range of businessprocesses/subjects/functions,such as accounting,HR,operations,and customerrelationship management(CRM),translating key process and information intofinancial impact.FPSM applications must also meet the criteria for classification as a packagedanalytic application:,20
18、08 IDC,#215093,2,!Business process support.This condition relates to packaged applicationssoftware that structures and automates a group of tasks pertaining to arepeatable business process.!Separation of function.This condition means that the application can functionindependently of an organizations
19、 core transactional applications.(It can bedependent on such applications for data and might send results back to theseapplications.)!Time-oriented,integrated data from multiple sources.The applicationextracts,transforms,and integrates data from multiple sources(internal orexternal to the business),
20、supporting a time-based dimension for analysis of pastand future trends,or it accesses such a database.Increasingly,however,the infrastructure that supports the management andintegration of information that is accessed by these applications is as important as theFPSM applications themselves and a ro
21、bust end-user reporting strategy is animportant part of the mix.IDC recognizes the convergence across FPSM and BI thatcontinues to affect the definition of the FPSM market and the resultant marketconsolidation discussed herein.SITUATION OVERVIEWThe Financial Performance and StrategyManagement Applic
22、ations Market in 20072007 represented the peak of market consolidation,where in essence all of the mostsuccessful pure-play FPSM vendors were acquired.Strong demand for FPSMapplications continues,and for the solutions acquired by software giants,revenuegrowth has seen a boost as sales and marketing
23、muscle takes these solution to abroader audience.On the flip side,dampened economic conditions somewhat offsetthe positive outlook as IDC surveys of buyer intent and tracking of market indicatorsindicate a reduction in IT spend.However,the nature of performance management solutions is mission critic
24、al asthese applications can help organizations attain needed visibility of results andsupport the planning and forecasting required to set business plans that chart thecourse for continued growth and success in the face of economic challenges.Therefore,IDC still sees double-digit growth in the FPSM
25、space.The market performance of FPSM analytic applications in 2007 approximates themost recent IDC forecast.The worldwide market for FPSM applications is estimatedat$1.97 billion,growing 11.0%over 2006.The market is in a state of flux as themajor vendors rationalize the solution portfolio of FPSM ap
26、plications post-acquisition.But the combination of allowing the acquired companies to continue business asusual,coupled with the stability buyers perceive in the acquisition by a large vendor,has boosted business.,#215093,2008 IDC,3,Performance of Leading Vendors in 2007Table 1 displays 2006 and 200
27、7 worldwide revenue and 2007 growth and marketshare for FPSM vendors.Revenue dollars reflect only acquisitions as of December 31,2007.T ABLE 1Worldwide Financial Performance and Strategy Management Software Revenueby Vendor,2006 and 2007($M)20062007,2006,2007,2007 Share(%),Growth(%),OracleSAPCognosB
28、usiness ObjectsInforSASUnit4 Agresso NVExact Holding NVMicrosoftLawson SoftwareActuate Corp.TagetikRocket SoftwareOtherTotal,468.1201.3163.8122.6108.598.723.020.717.216.511.210.09.8503.51,775.0,531.2276.8193.3135.0120.5110.528.622.719.418.813.011.611.0477.01,969.4,27.014.19.86.96.15.61.51.21.01.00.7
29、0.60.624.2100.0,13.537.518.010.111.012.024.29.712.813.916.115.713.0-5.211.0,Source:IDC,October 2008,2008 IDC,#215093,4,Vendor ProfilesThe following profiles of the top vendors address key areas of momentum.OracleOracle closed the acquisition of Hyperion in June 2007,and reported results for 2006and
30、2007 have been combined and restated to reflect the acquisition.The formerleader of the FPSM market,Hyperion packaged financial performance managementapplications have become core to advancing Oracles FPSM strategy.Oracle hasmaintained the market leading position,based on software license and mainte
31、nancerevenues,in the FPSM market formerly held by Hyperion,and it continues to achievegrowth rates ahead of the market.Oracle has a dual strategy to maintain theindependence of the FPSM platform,continuing Hyperions legacy,combined with theability to plug into the Oracle environment and leverage int
32、egration with Oracles BIstack as well as E-Business Suite.Additionally,Oracle has continued the work thatstarted at Hyperion to deliver a Profitability Management application,which waslaunched in 2008.This solution is an important move for Oracle and rounds out theFPSM suite as compared with the com
33、petition and should be well received by itscustomers.SAPIn 2007,SAP embarked on a strategy to strengthen its financial performancemanagement offering,not by retooling its current solutions but by making two keyacquisitions,Pilot Software and OutlookSoft Corp.The acquired solutions bring to theSAP Pe
34、rformance Management suite functionality that is appealing to end users andallows SAP to compete more effectively with competitive offerings on the market.Inparticular,the former OutlookSoft solution,being sold as an integrated financialconsolidation and planning/budgeting solution,is experiencing s
35、uccess with SAPcustomers.The appeal of these acquisitions is clearly demonstrated in SAPs 2007FPSM performance.Including comparative results for SAPs current FPSM solutionsas well as Pilot and OutlookSoft normalized for the full years 2006 and 2007,SAPexperienced growth of almost 38%and currently ha
36、s 14.3%of the FPSM marketshare.At the end of 2007,SAP announced the acquisition of Business Objects,whichincludes further FPSM functionality,most notably the former Cartesis solution forfinancial consolidation and the robust profitability and cost management solution,formerly ALG software.SAP has be
37、en clear about the product road map movingforward,and SAP customers now have available to them a robust suite for FPSM.Cognos Acquired by IBMCognos continues to maintain its market position while focusing on the importantelements of delivering a strong FPSM solution and strategy.Three main themescon
38、tinue to drive its efforts:standardization and the requirements for a strongperformance management platform,the importance of complementing an ERPsolution with specialized FPSM applications,and accelerating implementationsthrough the use of performance blueprints.The acquisition of Applix,which clos
39、ed in2007 and is reflected in the reported Cognos revenue numbers,almost doubled the,#215093,2008 IDC,5,number of performance management customers for Cognos and strengthens supportfor both cost and profitability reporting as well as financial reporting and analysis ingeneral.Cognos continues to enh
40、ance the integration of the FPSM applications withthe underlying BI platform,which together provide the foundation for anenterprisewide performance management strategy.In November,2007 IBM entered into an agreement to buy Cognos,finalizing the dealin 2008.This acquisitions benefits Cognos in many wa
41、ys,most notably in enhanceddata quality and data management capabilities from a software perspective,as wellas broadening the Cognos opportunity through the strength of IBM services andaccess to the CFO.Business Objects Acquired by SAPBusiness Objects had been increasing,prior to acquisition by SAP,
42、its commitment tothe FPSM space with a string of acquisitions beginning in 2005 across all of the areasof FPSM consolidations,budgeting,and profitability.In June 2007,BusinessObjects acquired Cartesis in a move to provide enterprise strength consolidationcapabilities across both statutory and manage
43、ment reporting.The concept of anintegrated data model was foundational to Business Objects strategy and is part ofthe SAP strategy moving forward.To date,Business Objects FPSM growth waspredominantly driven by dashboard and scorecards,with the former SRC softwareacquisition powering increased sales
44、in the area of planning and budgeting.In 2007,Business Objects was just slightly off the market pace in terms of growth at just over10%normalized for acquisitions,maintaining momentum as it rationalized its FPSMportfolio.Business Objects was well positioned with its next-generation FPSM suite toachi
45、eve increased growth,which SAP by acquisition will now take advantage of andis taking steps to incorporate the Business Objects suite into the SAP FPSM strategy.InforInfor has built its financial performance management business through acquisition,and continues to sell into its installed base of cus
46、tomers as well as the open market.These acquired FPSM solutions are a portfolio of products that give customerschoices,and Infor has brought these acquired solutions together under a single suitefor performance management,Infor PM 10.Most notable is that Infor,while not top ofmind when considering t
47、he FPSM space,is in all likelihood quietly building the largestbase of midmarket FPSM customers.The range of products can support largeenterprise implementations,which appeals to the high end of the midmarket,and alsooffers complete,yet affordable,lower-end options as well.Infor maintains its rank a
48、sa top 5 FPSM vendor,with software revenue growth in 2007 keeping pace with theoverall market.SAS InstituteSAS experienced growth of 12%in the FPSM market in 2007,staying ahead ofoverall market growth without making acquisitions as other top vendors have done.SAS continues to build its FPSM business
49、 based upon its strength in cost andprofitability,with the Financial Intelligence suite gaining traction as well.SAS iscapitalizing on the maturity and readiness for FPSM outside of the United States,withmore than half of its FPSM revenue coming from EMEA.Additionally,IDC notes that,2008 IDC,#215093
50、,6,SAS is having early success in Asia/Pacific,a region that represents a high growthopportunity for FPSM.SAS focuses on two main drivers for FPSM investment for customers:achieving aconsistent view of performance that is easily accessible for end users andunderstanding the drivers of profit,costs,a
