Good times and bad times alternate in real life and in the enterprise software world. It’s natural to experience some bad times. However, SAP is in a permanent crisis mode.
SAP CEO Christian Klein fails to lead the ERP global company out of the bad times. The share price is underground. Acceptance among customers is muted. The partners are disillusioned and unwilling.
Customers are motivated, but that can also spell trouble for SAP. Instead of waiting for SAP to pull itself together, customers are turning to quicker and more innovative competitors. The result: bad times in the SAP community, good times for companies like Microsoft, Salesforce, Oracle, Workday, ServiceNow, AWS and Google.
Christian Klein still has the sympathy of existing customers, but there is a concerning lack of input and brainstorming. Hana, S/4 and cloud computing are too little to excite existing customers, investors, and financial analysts.