????在某種程度上，SAP公司試圖變得更靈活、更具創(chuàng)新性的努力似乎奏效了。被稱為“HANA”的基于內(nèi)存的數(shù)據(jù)庫(kù)技術(shù)，以及從最近并購(gòu)的SuccessFactors公司那里獲得的基于云計(jì)算的軟件這類新產(chǎn)品的銷售收入正在增長(zhǎng)。但在公司的總銷售額中，新產(chǎn)品所占的收入比例仍然很小。另外，對(duì)聯(lián)合首席執(zhí)行官們制定的一些雄心勃勃的階段性目標(biāo)而言，SAP還遠(yuǎn)未達(dá)標(biāo)。

????周三，這家全球最大的商業(yè)軟件制造商公布了季度財(cái)報(bào)，稱其已連續(xù)第九個(gè)財(cái)季在軟件及軟件相關(guān)業(yè)務(wù)收入上取得了兩位數(shù)的增長(zhǎng)。HANA的銷售額為2800萬(wàn)歐元，云服務(wù)及支持服務(wù)的銷售額為2900萬(wàn)歐元（公司的總銷售額為33.5億歐元）。但SAP表示，它已下定決心要成為首屈一指的云計(jì)算企業(yè)，并且有信心在2012年將HANA的收入翻一番，達(dá)到至少3.2億歐元的水平。

????在本周三上午《財(cái)富》雜志（Fortune）的電話采訪中，SAP聯(lián)合首席執(zhí)行官比爾·麥克德莫特表示：“我們要成為全球成長(zhǎng)最快的數(shù)據(jù)庫(kù)公司。”為了加快HANA的應(yīng)用推廣，SAP近期設(shè)立一筆資金，專門幫助客戶從現(xiàn)有數(shù)據(jù)庫(kù)遷移到HANA上。公司表示，它已開始為有意實(shí)現(xiàn)這種轉(zhuǎn)換的客戶撥付了一些資金。

????麥克德莫特稱：“這些客戶大多對(duì)現(xiàn)有的數(shù)據(jù)庫(kù)供應(yīng)商不滿?！?/p>

????數(shù)據(jù)庫(kù)供應(yīng)商中的頭牌就是甲骨文公司（Oracle），而它是絕不會(huì)輕易認(rèn)輸?shù)?。在其近期與投資者舉行的電話會(huì)議上，甲骨文有意淡化了來(lái)自HANA的威脅（本周五甲骨文將通過(guò)網(wǎng)絡(luò)直播向投資者和媒體演示其旗下與HANA抗衡的新產(chǎn)品Exalytics。）。

????實(shí)際上，在數(shù)據(jù)庫(kù)技術(shù)、云軟件、移動(dòng)應(yīng)用和分析軟件等企業(yè)級(jí)市場(chǎng)中發(fā)展迅猛的領(lǐng)域，SAP想要證明它能脫胎換骨轉(zhuǎn)型成為主要廠商，還有很長(zhǎng)的路要走。不過(guò)，它已經(jīng)讓合適的人才各就各位了——近期被收購(gòu)的SuccessFactors公司的首席執(zhí)行官拉斯?達(dá)爾加德已進(jìn)入SAP的董事會(huì)，負(fù)責(zé)所有云業(yè)務(wù)的運(yùn)營(yíng)。與云相關(guān)的業(yè)務(wù)收入暫時(shí)規(guī)模不大，但與傳統(tǒng)軟件銷售相比增速更快：SAP稱，相比2011年第一財(cái)季，SuccessFactors業(yè)務(wù)的銷售額已增長(zhǎng)69%。與此同時(shí)，在HANA和移動(dòng)應(yīng)用這類創(chuàng)新開拓中，SAP也投入了大量營(yíng)銷骨干和人力資源。

????在下個(gè)月將于佛羅里達(dá)舉行的會(huì)議上，SAP將披露其云戰(zhàn)略的更多細(xì)節(jié)。它肯定還會(huì)探討HANA、移動(dòng)應(yīng)用及分析軟件。但其核心業(yè)務(wù)——企業(yè)資源規(guī)劃軟件到底情況如何？這一核心產(chǎn)品不那么激動(dòng)人心，但卻占據(jù)目前收入的大頭。公司很早以前就對(duì)它開展了認(rèn)真的徹底整改，但遲遲未能及時(shí)交付。當(dāng)然，對(duì)復(fù)雜的軟件系統(tǒng)進(jìn)行重新設(shè)計(jì)實(shí)非易事，也耗費(fèi)時(shí)日。但SAP要真正成為企業(yè)市場(chǎng)的創(chuàng)新領(lǐng)導(dǎo)者，這卻是不可或缺的一步。

????譯者：清遠(yuǎn)

????SAP's efforts to become more nimble and innovative appear to be working—to some extent. Revenue from new products like an in-memory database technology called HANA and cloud-based software from recently-acquired SuccessFactors is growing, but it still makes up a small fraction of the company's overall sales. And SAP is still far from reaching some of the ambitious milestones its co-CEOs have set.

????The world's largest business software maker announced quarterly results on Wednesday, reporting its ninth consecutive quarter of double-digit growth in software and software-related revenue. HANA brought in 28 million euros, while cloud subscription and support sales came in at 29 million euros (the company's overall revenue, meanwhile, came in at 3.35 billion euros). But SAP says it's serious about becoming a major cloud player. And the company is confident that it's on track to double last year's HANA sales to at least 320 million euros in 2012.

????"We intend to be the fastest-growing database company in the world," Bill McDermott, SAP co-CEO, said in a call with Fortune Wednesday morning. To accelerate the adoption of HANA, SAP recently launched a fund to help customers migrate from their existing databases to HANA. The company says it has already started doling out some of the money it has put aside for customers interested in making the switch.

????"Most of them are not that happy with their incumbent [database provider]," McDermott said.

????Oracle (ORCL), of course, is the number one database provider. And it's not going down without a fight. On a recent call with investors, the company downplayed the threat from HANA. (On Friday Oracle is planning a webcast presentation to investors and press on Exalytics, its HANA competitor).

????In reality, SAP (SAP) does have a long way to go to prove it can transform itself into major player in database technology, cloud-based software, mobility and analytics--all fast-growing sectors of the enterprise market. But it has put some of the right pieces in place—the CEO of recently-acquired SuccessFactors, Lars Dalgaard, has joined the company's executive board and is now tasked with running all of its cloud efforts. Cloud revenue is small but growing at a much faster rate than traditional software sales: SAP reported that the SuccessFactors business grew bookings by 69% compared to the first quarter of 2011. And the company is pouring marketing muscle and manpower into HANA and other innovative efforts like mobile apps.

????Next month, at a conference in Florida, SAP is expected to unveil more details on its cloud strategy. It's sure to talk up HANA, mobile and analytics as well. But what about its core business, enterprise resource planning software? It's long-overdue for a serious overhaul on its less-exciting core product, which accounts for the bulk of current revenue. Of course, redesigning complex software isn't easy and takes time. But it's a necessary step for SAP to truly become the innovation leader in the enterprise.