Michael’s post here made me reread what I’d written a couple of weeks ago. Perhaps I should have been clearer.
I meant the current niche players being more threatened by web 2.0 than the big guys. I think the recruiting space will be hit first, as the social networking side of web 2.0 has a direct impact on recruiting. Someone who has a neat recruiting app with basic job board integration and applicant tracking and 50-100 customers and not really profitable is going to find it hard to move to SOA, re-architect to support RSS feeds etc. Unlike the SAP’s and Oracle’s they probably can’t finance the shift.
I think we will see a new wave of players addressing HR related topics using the Netweaver and other enterprise frameworks. These will be more nimble, yet more integrated than their stand alone predecessors. They will need to be as it is becoming easier for customers to use tools like visual composer to build add ons to SAP. Mashup type developments will impact niche applications more than it will the key ERP backbone. I’m unlikely to Mashup a payroll, but if the ERP succession management doesn’t offer what you need exactly, I reckon customers will be more likely to build something using the new tools on top of an open ERP than head out and buy a third party product and spend a fortune integrating it.
Very few vendors managed the switch from mainfrance to C/S, or from ditto with C/S-windows to web based. The same will happen with the move to SOA. As always comments welcome.
I’m interested in what you think the impact of RSS and extensions will be on things like manager and employee self service. I think they will be significant. Jeremiah, are you reading this, dude?