Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (8) |
Author: daveNG   😊 😞
Number: of 19824 
Subject: Re: OT: SAP
Date: 03/20/26 1:26 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
And yet, my organization is moving from 22 separate Oracle, AS400!, and other legacy ERP systems to SAP. This plan has been going for years and will continue for at least the next 5-7 (already in the plan).

SAP sucks
ERP sucks

When companies commit to doing it right, they make business suck less.

What is of a primary INVESTMENT concern are products and professional services. Much of SAP's model depends on paying some $400/hr person to do the thing. With the advent of modern data platforms and systems, much of this integration and enablement work can be insourced or minimized or provided by yet a different group of consultants.

SAP are doing all the right things, but their moat is crumbling and the sign of that hinge on rise and fall of professional services.

Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (8) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds