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Workday臥薪嘗膽,甲骨文嚴(yán)陣以待

Workday臥薪嘗膽,甲骨文嚴(yán)陣以待

JP Mangalindan 2012-03-16
安尼爾?布斯里和戴夫?達(dá)菲爾德曾是仁科公司的先驅(qū),后來(lái)卻被迫離開(kāi)?,F(xiàn)在,他們正攜新公司卷土重來(lái)。新公司銷(xiāo)售業(yè)績(jī)出色,還計(jì)劃進(jìn)行首次公開(kāi)募股。這一切都讓競(jìng)爭(zhēng)對(duì)手不得不保持警惕。

????商業(yè)領(lǐng)域的反擊往往干脆而迅速。比如,業(yè)績(jī)欠佳的公司首席執(zhí)行官會(huì)突然慘遭解雇。然而人力資源軟件開(kāi)發(fā)商Workday卻是一個(gè)“文火慢熬”的例子。

????Workday于2005年由聯(lián)合首席執(zhí)行官安尼爾?布斯里和戴夫?達(dá)菲爾德一手創(chuàng)建。該公司開(kāi)發(fā)的人力資源軟件不僅可以分析員工成本,還能管理員工薪水。幾年來(lái),這家公司發(fā)展迅猛,營(yíng)業(yè)收入已達(dá)上億美元,而且數(shù)次實(shí)現(xiàn)盈利。成長(zhǎng)過(guò)程中,Workday需要與強(qiáng)大的競(jìng)爭(zhēng)對(duì)手甲骨文(Oracle)和SAP展開(kāi)“廝殺”。此外,它的成功在某種程度上不啻為一記重拳,有力地回?fù)袅藥啄昵暗囊幌盗蓄H具戲劇化的事件,而正是這些事情才催生了它的問(wèn)世。

????2004年,布斯里和達(dá)菲爾德還在執(zhí)掌另一家人力資源軟件機(jī)構(gòu)仁科公司(PeopleSoft)。彼時(shí),甲骨文(Oracle)的老板拉里?艾里森欲以100億美元的高價(jià)惡意收購(gòu)仁科,公司的獨(dú)立董事們紛紛屈從于其“淫威”。迫不得已,布斯里和達(dá)菲爾德很快便離開(kāi)了這家自己親手創(chuàng)建的公司。不到一年之后,為了幫助遭到解雇的前仁科員工,這兩位動(dòng)用自己的資金成立了Workday。達(dá)菲爾德拿出從出售仁科獲得的6億美元中拿出了1,000萬(wàn)美元,,而布斯里和格雷洛克風(fēng)險(xiǎn)投資公司(Greylock Ventures)提供了余下的部分,啟動(dòng)了Workday。

????仁科誕生之時(shí),正趕上許多商業(yè)應(yīng)用從大型機(jī)平臺(tái)轉(zhuǎn)向個(gè)人計(jì)算機(jī)。數(shù)年后,Workday的目標(biāo)沒(méi)變,但是其軟件并非運(yùn)行于客戶(hù)機(jī)房的計(jì)算機(jī)上,而是遠(yuǎn)程運(yùn)行于部署在客戶(hù)公司以外的服務(wù)器上。他們堅(jiān)信,下一次軟件大遷徙將是從個(gè)人計(jì)算機(jī)轉(zhuǎn)向云端;而且,他們自己打造的“軟件作為服務(wù)(SaaS)”總將成就一番事業(yè)——只要它能提供有競(jìng)爭(zhēng)力的用戶(hù)體驗(yàn),讓用戶(hù)少付錢(qián)卻能獲得更多的軟件升級(jí)。企業(yè)級(jí)軟件一向背負(fù)著更新?lián)Q代速度慢如蝸牛的惡名,他們預(yù)測(cè),10年內(nèi),企業(yè)市場(chǎng)對(duì)上述軟件的需求將飛速增長(zhǎng)。

????說(shuō)的一點(diǎn)不錯(cuò)。約翰?伍基說(shuō):“我認(rèn)為,云計(jì)算是一個(gè)偉大的創(chuàng)新:我們堅(jiān)信云將是正確的部署模式?!彼荢alesforce.com的高級(jí)應(yīng)用執(zhí)行副總裁,亦曾在甲骨文和SAP擔(dān)任高管。Salesforce.com是企業(yè)級(jí)軟件領(lǐng)域另一家顛覆傳統(tǒng)的公司,也采用依托于云的軟件部署模式。去年,該公司宣布與Workday建立合作伙伴關(guān)系,試圖將其自己的社交網(wǎng)絡(luò)Chatter等特性與Workday的軟件進(jìn)行綁定。

????目前,Workday為近300家企業(yè)提供服務(wù),客戶(hù)包括AAA公司、英杰華集團(tuán)(Aviva)、金吉達(dá)公司(Chiquita)、以及《財(cái)富》雜志(Fortune')的母公司時(shí)代華納集團(tuán)(Time Warner)等。2010年,該公司營(yíng)業(yè)額為1.6億美元;2011年,它預(yù)計(jì)營(yíng)業(yè)額至少會(huì)翻番,達(dá)到3.2億美元。市場(chǎng)研究機(jī)構(gòu)弗雷斯特研究公司(Forrester)的分析師保羅?哈默曼估計(jì),現(xiàn)在,這家公司的用戶(hù)群年增長(zhǎng)速度已經(jīng)接近100%,其中約半數(shù)的客戶(hù)都來(lái)自甲骨文或者SAP等競(jìng)爭(zhēng)對(duì)手。同時(shí),布斯里曾透露,Workday有可能于今年底上市。但公司發(fā)言人則拒絕對(duì)此發(fā)表評(píng)論。

????In business, revenge is often swift. Take the sudden firing of a poorly performing CEO, for instance. In the case of Workday, it's been more of a slow-burn.

????Founded in 2005 by co-CEOs Aneel Bhusri and Dave Duffield, Workday offers human resources software that can analyze workforce costs and manage staff pay. In a few years, the company has surged and generated hundreds of millions in revenues and has at times been profitable. In the process, Workday has found itself rivaling much larger firms Oracle (ORCL) and SAP (SAP). And, that success has been retribution of sorts for the cinematic events that led to the company's founding.

????In 2004, Bhusri and Duffield were at the helm of another human resources software firm, PeopleSoft. When Oracle chief Larry Ellison made a hostile $10 billion takeover bid, PeopleSoft's independent board members capitulated. Disenchanted, Bhusri and Duffield left the company they had built soon after. Less than a year later, they used their own money, including $10 million of the $600 million Duffield received from the buyout and additional funds from Bhusri and Greylock Ventures, to help laid-off PeopleSoft employees and jumpstart Workday.

????PeopleSoft had come along when many business applications were migrating from running off of large mainframe computers to personal computers. Years later, Workday had similar aims, but instead of having the software run on machines housed at a customer's location, it would operate from remote, off-site servers. They believed the next great software migration would be from PCs to the cloud, and that their so-called "software as a service" could take off so long as it offered a comparable user experience, with more frequent software updates, for less cash. They predicted that demand for such software in the notoriously slow-moving enterprise side of software would skyrocket in 10 years' time.

????They were right. "I think that was a big innovation: the belief that the cloud was the right deployment model," says John Wookey, executive vice president of advanced applications at Salesforce.com (CRM) and a former Oracle and SAP executive. Salesforce.com, another disruptive company in the enterprise software space with a cloud-based model, announced a partnership with Workday last year, tying together features like its private social network Chatter with Workday's software.

????Workday currently serves nearly 300 businesses including AAA, Aviva (AV), Chiquita (CQB), and Fortune's parent company Time Warner (TWX). In 2010, the company reported $160 million in billings, and in 2011, it anticipated at least doubling that to $320 million. Forrester (FORR) analyst Paul Hamerman estimates the company's user base is now growing nearly 100% year-over-year, with half of those clients likely coming from competitors like Oracle or SAP. Bhusri has said the company could go public by the end of the year. A spokesperson did not respond to requests for comment.

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