Who is the No. 3 enterprise software company? You may be surprised

November 21, 2006 from Baseline Magazine - “SAP and Oracle have the top two spots nailed down, but who's next? SAS Institute? CA? Sage Group? Microsoft? How about Infor Global Solutions?

If that name registered a complete blank, you would be far from alone. Infor, which is headquartered in Atlanta, claims to be the third biggest enterprise software company in the world, but it has an identity—or lack of identity—problem.

Over the past four years, the venture capital-backed private company has quietly snapped up a host of players in the enterprise software market—some with familiar names, like SSA Global, Mapics, Epiphany, Extensity, Geac, Systems Union and Formation Systems. Infor has forged a collection of primarily mid-market players into a sizable conglomerate with annual revenue of about $2.2 billion, says chief executive Jim Schaper.

180 View – We think that Infor has a lot of great products. The question is what happens to these products in the future. And just as importantly, what happens to the key developers of the software. Speaking from personal (Michael Burns) experience, software is like a baby to the people that build it. They spend countless nights working on the system, take pride when it works well and will do whatever it takes to make it better. Often in these acquisitions, the key people find themselves with a severance check or sitting in the corner with no responsibility as the new team has taken over. When this happens, the software system will not be long for this world.