Software as a Service (SaaS)
Discussion of text analytics offerings provided on a SaaS (Software as a Service) basis. Related subjects include:
Google blogged Tuesday night about a new project, the Google Chrome Operating System. Highlights include:
- Open source
- Targeted to appear in netbooks in the second half of 2010
- Google Chrome browser + new windowing system + Linux kernel
- Minimal user interface
- Data stored or at least backed up in the cloud, and hence available on any computer
- Hardware compatibility hassles allegedly eliminated
- Ditto for software update hassles
- Ditto for security problems
- Apps apparently assumed to run inside the browser. (Not clear if this is required or just recommended.)
Obviously, Google Chrome OS is a direct attack on Microsoft — even more so than Google Wave, which I’ve predicted will “play merry hell with Microsoft Outlook, Microsoft Word, Microsoft Exchange, Microsoft SharePoint, and more,” or for that matter than Google Mail and the rest of Google Apps. Taken together, Google’s initiatives suggest that an all-out Google-Microsoft war is coming, in a conflict that many people have been expecting — and analyzing — for years.
So how will this all shake out? Well, let’s start with some basic points:
- Google Chrome OS Release 1 is expected over a year from now, and then only on a limited subset of PCs, namely netbooks.
- Google Chrome OS Release 1 is supposed to have great performance and be bullet-proof. Hmm …
- Google is evidently assuming that the apps people want to run will either be browser-based, or else be new ones written for Chrome OS. Hmm …
- Google is signaling that Chrome OS will be very limited in features. That makes sense for Release 1 — but what will be missing?
- Consumers have proven their willingness to buy non-Microsoft computers, especially Apple ones, specifically in the Mac and iPhone/iTouch product lines.
- A lot of people would have compatibility issues replacing Microsoft Excel or PowerPoint with partially-compatible alternatives. I’m not so sure about Microsoft Word, however. Other than those three, Outlook, and the Windows family itself, I’m not aware of any Microsoft client products that have much lock-in. (Well, maybe Xbox, but that’s not in the main stack.)
- Open source software often gets most of its community support in a couple of areas, namely compatibilities and language translation. Google probably doesn’t need the help in languages, but letting other people fix Chrome OS compatibility issues whose importance it didn’t recognize is potentially valuable.
- Google probably won’t make any direct revenue from Chrome OS. So how much will it invest in the project?
- Notwithstanding Danny Sullivan’s concern, there isn’t much of an antitrust issue here. Google’s search can’t easily be used to favor Chrome, Chrome OS, or Google Apps. And the other way around — e.g., using Chrome OS to favor search — Google clearly isn’t a monopolist.
Google held a superbly-received preview of a new technology called Google Wave, which promises to “reinvent communication.” In simplest terms, Google Wave is a software platform that:
- Offers the possibility to improve upon a broad range of communication, collaboration, and/or text-based product categories, such as:
- Word processing
- Instant messaging
- Mini-portals (Facebook-style)
- Mini-portals (Sharepoint-style)
- In particular, allows these applications to be both much more integrated and interactive than they now are.
- Will have open developer APIs.
- WIll be open-sourced.
If this all works out, Google Wave could play merry hell with Microsoft Outlook, Microsoft Word, Microsoft Exchange, Microsoft SharePoint, and more.
I suspect it will.
And by the way, there’s a cool “natural language” angle as well. Read more
|Categories: Google, Language recognition, Microblogging, Microsoft, Natural language processing (NLP), Search engines, Social software and online media, Software as a Service (SaaS)||3 Comments|
I had a brief chat with the Attensity guys at their Teradata Partners Conference booth – mainly CTO David Bean, although he did buck one question to sales chief Jeff Johnson. The business trends story remained the same as it was in June: The sweet spot for new sales remains Voice of the Customer/Voice of the Market, while on-premise/SaaS new-name accounts are split around 50-50 (by number, not revenue).
David’s thoughts as to why the SaaS share isn’t even higher – as it seems to be for Clarabridge* – centered on the point that some customers want to blend internal and external data, and may not want to ship the internal part out to a SaaS provider. Besides, if it’s tabular data, I suspect Attensity isn’t the right place to ship it anyway.
*Speaking of Clarabridge, CEO Sid Banerjee recently posted a thoughtful company update in this comment thread.
When I challenged him on ease of use, David said that Attensity is readying a Microstrategy-based offering, which is obviously meant to compete with Clarabridge and any of its perceived advantages head-on.
|Categories: Application areas, Attensity, Clarabridge, Competitive intelligence, Software as a Service (SaaS), Text mining, Text mining SaaS, Voice of the Customer||1 Comment|
I chatted with Lexalytics CEO Jeff Catlin at the Text Analytics Summit today. Lexalytics is a 14 person company, which represents a doubling over last year. Jeff thinks Lexalytics is on track this year to double again.
Lexalytics’ main business is OEMing sentiment extraction, e.g. to the many blog-analysis/reputation-management (i.e., Voice of the Market) companies that recently started up and in some cases have been bought by big market analysis firms. Lexalytics can and sometimes does extract the more basic stuff as well, but sentiment analysis is the heart of its business. A partial customer list can be found on the Lexalytics site. Lexalytics extracts in the English language only. Read more
|Categories: Competitive intelligence, Lexalytics, Sentiment analysis, Text Analytics Summit, Text mining, Text mining SaaS||1 Comment|
I chatted a bit with Attensity’s CTO David Bean and sales VP Jeff Johnson yesterday at the Text Analytics Summit. Jeff confirmed what has colleagues had already told me — most of the action is now in Voice of the Customer/Market, he expects a very strong June quarter, etc. But one thing I posted last week wasn’t quite right. Hosted implementations (i.e., SaaS) haven’t yet reached the 50% level at Attensity. However, they are indeed growing fast, and they’re all (or almost all) in the Voice of the Customer/Market area.
|Categories: Attensity, Competitive intelligence, Software as a Service (SaaS), Text Analytics Summit, Text mining, Text mining SaaS, Voice of the Customer||4 Comments|
I chatted recently with David Bean, Attensity’s CTO, and then with marketing exec Phil Talsky. Highlights included: Read more
|Categories: Application areas, Attensity, Clarabridge, Competitive intelligence, Software as a Service (SaaS), Text mining, Text mining SaaS, Voice of the Customer||6 Comments|
I talked with text mining SaaS vendor Clarabridge’s CEO Sid Banerjee today. Part of the call covered applications and markets for Clarabridge’s technology. Highlights included: Read more
|Categories: Application areas, Clarabridge, Software as a Service (SaaS), Text mining, Text mining SaaS, Voice of the Customer||Leave a Comment|
Clarabridge CEO Sid Banerjee called with some product news that is embargoed until the Text Analytics Summit, and which I hence won’t write about at this time. But during the call, I discovered something interesting – Clarabridge’s hosted/SaaS (Software as a Service) text mining offering has taken over its business. Highlights of the call included: Read more
I just had a quick chat with text mining vendor Clarabridge’s CEO Sid Banerjee. Naturally, I asked the standard “So who are you seeing in the marketplace the most?” question. Attensity is unsurprisingly #1. What’s new, however, is that Inxight – heretofore not a text mining presence vs. commercially-focused Clarabridge – has begun to show up a bit this quarter, via the Business Objects sales force. Sid was of course dismissive of their current level of technological readiness and integration – but at least BOBJ/Inxight is showing up now.
The most interesting point was text mining SaaS (Software as a Service). When Clarabridge first put out its “We offer SaaS now!” announcement, I yawned. But Sid tells me that about half of Clarabridge’s deals now are actually SaaS. The way the SaaS technology works is pretty simple. The customer gathers together text into a staging database – typically daily or weekly – and it gets sucked into a Clarabridge-managed Clarabridge installation in some high-end SaaS data center. If there’s a desire to join the results of the text analysis with some tabular data from the client’s data warehouse, the needed columns get sent over as well. And then Clarabridge does its thing. Read more
|Categories: BI integration, Clarabridge, Comprehensive or exhaustive extraction, IBM and UIMA, Software as a Service (SaaS), Text mining, Text mining SaaS||1 Comment|
Techcrunch blogged skeptically about Umbria’s* service, specifically its partnership with PR Newswire. The comment thread had a fair amount of pushback, largely from vendors with skin in the game.
*Note: Umbria has a non-obvious URL.
I haven’t actually spoken with Umbria — uh, guys, why not? — but they seem to have a reputation tracking service. Their niche is apparently to quantify/measure by a variety of metrics, and that’s supposedly what makes their service (and their competitors’) worthwhile. Read more
|Categories: Blogosphere, Competitive intelligence, Sentiment analysis, Social software and online media, Text mining, Text mining SaaS||Leave a Comment|