As I fly back from EMC World, I am left pondering the future of EMC in the Content Management space. This is a space that is undergoing an overhaul. There is a surge of innovation which we haven’t seen since the nineties. The cloud is becoming a more important part of the equation for organizations and those vendors that don’t evolve to fit the new demands aren’t going to be relevant in four years.
To be honest, I fully expect only one of the established leaders (EMC, IBM, Oracle, and Open Text) to make it. Microsoft might make it two with their Office365 offering but there is the separate concern that SharePoint will collapse under its own weight after two more releases.
Seemingly aware of all this, last year at EMC World, Rick Devenuti announced during the Momentum keynote a new strategy for Documentum. Based around the concept of the New User, the idea was to support the transition to Bring Your Own Device (BYOD) reality hitting many organizations through new clients, new deployment methodologies, and even new architectures.
This year had more of the same. It what was more of a report card than any major news, aside from the Synplicity announcement. So I’m going to give out grades for the execution of the strategy. Here are the ratings:
- Above Expectations: The information presented exceeded the expectations set a year ago and the realities of the evolving marketplace.
- Satisfactory: Pretty much on course as per last year. Given the realities of software development, especially for systems as complex as Content Management. This is still a good rating because expectations were set pretty high.
- Unsatisfactory: A fallback or failure to met expectations. Cut functionality or significantly changed timelines are reasons that this would be awarded.
Keep in mind that even with good scores, determining whether or not any of this is going to be delivered in time to meet the needs of the market is a function of all vendors in the space as a whole. EMC can’t control what the other vendors do over the next year. They can try to shape the discussion of the market but there is no guarantee that they will be successful.