Where is the cloud going next? A look back at SaaS 10 years ago and the shift to industry cloud
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Back in 2003, Emergence Capital theorized that enterprise software would move to the cloud. The first ten years were flush with companies in the horizontal market: Salesforce, Workday and Intacct all changed the way organizations do business. Now, ten years after Emergence started, we are seeing an even bigger opportunity: vertical cloud solutions. With Veeva, Guidewire and Opower, we are in the midst of an industry cloud revolution. Don't believe us? Take a look here at how industry cloud is both similar and different than prior technology shifts, and check out our take on the hallmarks of an industry cloud company as well as the current industry cloud landscape.
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Where is the cloud going next? A look back at SaaS 10 years ago and the shift to industry cloud
- 1. CLOUD REVOLUTION I N D U S T R Y C L O U D R I S I N G E m e r g e n c e C a p i t a l P a r t n e r s
- 2. I N D U S T R Y C L O U D F O R U M 2 0 1 4 INDUSTRY CLOUD RISING G O R D O N R I T T E R E M E R G E N C E C A P I T A L P A R T N E R S @ G O R D O N R I T T E R @ E M E R G E N C E C A P # I N D U S T RY C L O U D
- 3. Enterprise software moves… …to the cloud Emergence Capital Thesis in 2003
- 4. ~40 Investments Series A & B $40B Market Cap
- 5. Leading early stage Business Cloud VC 2014
- 6. T H E F I R S T 1 0 Y E A R S . HORIZONTAL MARKETS
- 7. CRM
- 8. ACCOUNTING
- 9. HR
- 12. Life Sciences
- 13. Insurance
- 14. Energy
- 16. Mainframes 1970s
- 20. In the past, vertical software has been a kludgy extention of the horizontal code. Customization was usually done by systems integrators like Accenture whose business models were based on one-off projects for their largest customers. Every year, a new set of consultants would build custom code extensions.
- 21. We all know what happens when you use spaghetti code with bad fittings, everything leaks. Customizations were expensive to maintain and prevented the true value of vertical software to accrue to customers. One set of custom code couldn’t talk to another custom project. The promise of aligning the software and data insights in a particular industry was never realized. ,
- 22. The Industry Cloud is different. It is powerful and coordinated.
- 23. INTEGRATED TRUESOFTWARE INSIGHTS Industry Cloud allows for True, Multi-Tenant Software…across multiple platforms…with little customization required.
- 24. 5 HALLMARKSO F A N I N D U S T R Y C L O U D C O M P A N Y
- 26. DEEP DATA
- 30. Horizontal Cloud majors in sales people and minors in product lines.
- 31. Industry Cloud majors in product lines and minors in sales people.
- 32. OTHER E M E R G E N C E C A P I T A L INDUSTRY CLOUD INVESTMENTS TO DATE HEALTHCARE / LIFE SCIENCE EDUCATION
- 33. INDUSTRY CLOUD LANDSCAPE ENERGYHEALTHCARE EDUCATION REAL ESTATE LEGAL GOVERNMENT FOOD & BEV PUBLIC PUBLIC FINTECH PUBLIC MANUFACTURING NON-PROFIT PUBLIC OTHERS PUBLIC TRANSPORTATION PUBLIC RETAIL PUBLIC PUBLIC PUBLIC V2.0 / Q2 2014
- 34. HOW WILL YOU LEAD THE REVOLUTION? = I N D U S T R Y C L O U D R I S I N G