Numbers…

  • EMC acquired Documentum for $2.2 billion in 2003-2004 (I suggest to check US Inflation Calculator before arguing)
  • OpenText acquired ECD (Documentum, Captiva, XHive, Kazeon, etc) for $1.6 billion in 2016
  • According to Mark Barrenechea at the moment of acquisition ECD has about 5600 customers, moreover, amount of OpenText customers was about the same (i.e. about 5000-6000)
  • SAP has about 345000 customers
  • Alfresco has about 1800 enterprise customers (bit strange because they reported growth of 500 customers per year in 2010 and 2012)

Conclusions:

  • SAP sales channel does not work, there is no chance that OpenText will improve Documentum sales due to SAP partnership
  • ECD/IIG has lost about 10000 customers (I think that in 2003 Documentum had about 5000 customers, plus I take into account Alfresco trends) due to poor support and non-targeted sales
  • OpenText will try to push InfoArchive to exisiting SAP customers (there is no big market for InfoArchive: java-api only, no connectors to other systems except SAP and SP, outdated technology)
  • OpenText will try to return 10000 lost Documentum customers back

4 thoughts on “Numbers…

  1. The push for DCTM sales related to SAP is that SAP user licenses are waaaay more expensive than dctm ones. We’ve had several customers that are replacing SAP licences by dctm (connector + D2 (ugh)) for most SAP users.

    InfoArchive, afaik, is very expensive unless you’re speaking of huge amounts of data

    About, the dctm numbers, I wonder how many of those 5k lost by Dctm are still using it, but not supported versions/not paying licences

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  2. The push for DCTM sales related to SAP is that SAP user licenses are waaaay more expensive than dctm ones. We’ve had several customers that are replacing SAP licences by dctm (connector + D2 (ugh)) for most SAP users.

    I believe you didn’t get a point: some sale guys have a strong opinion that OpenText had a advantage over Documentum because OpenText products were included in SAP price list – I have heard this opinion about 5 times from different sources and I was unsure whether this opinion was correct or not because in Russia there are no “SAP free” OpenText customers (it is like reveille software which is “popular” just because it is included into Documentum price list, but IRL it is unusable), but the numbers revealed after acquisition demonstrate that there is no even noticeable advantage.

    InfoArchive, afaik, is very expensive unless you’re speaking of huge amounts of data

    “expensive” is not an evil, but “overpriced” is.

    About, the dctm numbers, I wonder how many of those 5k lost by Dctm are still using it, but not supported versions/not paying licences

    Hard to say, I would say about 20%, populism like “new unified client “WDK+D2+xCP” is definitely intended to keep existing customers and return lost customers back: “please keep calm, you will be happy after 2 years”, but I doubt we will be a witnesses of breakthrough: ECD guys did nothing useful during last 10 years, why will the next 2 years change anything?

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  3. Because now the mothership now is no longer a hardware company. So the hope. But the proof is in the pudding.

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  4. Who have placed the idea about “hardware company” into your mind? Intel, AMD, NVidia, Samsung, Toshiba, Hitachi are hardware companies, Apple seems to be a hardware company. EMC doesn’t. What hardware do they produce?

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