Yesterday afternoon, I had the pleasure of spending time on the phone with Sanjay Poonen discussing SAP's intent to acquireSyclo
, and other SAP related mobile strategies. Sanjay's current titles are President and Corporate Office, Technology and Innovation Products, Head of Mobile Division, SAP AG.
Sanjay shared that SAP's ambitions are to turn enterprise mobility into a €1 billion business for SAP. This will take some work, acquisitions and partnerships. He called this strategy Mobile 2.0. He said many of the mobile apps that SAP is getting with the intended acquisition of Syclo can be $50 million businesses on their own.
[This article is based on my personal notes of our discussion, not Sanjay's exact words.]
I said, "In 2010 you acquired Sybase. In 2012 you announced the intent to acquire Syclo. How do you see these two mobility vendors fitting together within SAP’s mobility strategy?"
Sanjay responded that SAP wants Syclo primarily for their design environment, mobile apps and app frameworks. He said Syclo has great business process, and business logic design environments that will be very useful to SAP customers. He said the point of the acquisition is not to get another mobile platform, as SAP does not need another mobile platform, but to gain mobile apps and app frameworks. He shared that there will be times when Syclo's Agentry platform may be the best fit for a customer and
they will use it, but the Agentry platform is not expected to be used for developing custom mobile apps in the future.
I pressed Sanjay on his reasons for wanting to acquire Syclo. He said they had looked at everybody, but SAP didn’t need another proprietary mobile platform (SUP will do), they needed enterprise mobility apps and Syclo was the best fit for this need. They have a large inventory of enterprise mobility apps.
Syclo, however, does not have a flashy HTML5 development environment, so companies requiring those development environments can choose SDKs (software development kits) from SAP partners Sencha, Appcelerator, Adobe and ClickSoftware
to name a few. In Sanjay's press conference a couple of weeks ago, he said the partnership around Sencha, Adobe's PhoneGap and Appcelerator may actually be the most exciting part of SAP's recent announcements. Sanjay said SAP is happy to be the mobile platform in the middle, as long as partners support SAP's mobility platform, everyone can play nice.
Sanjay said he intends to highlight the Sybase 365 products much more than in the past. Sybase 365 is and will play a big role in mobile banking which is a hot and emerging market.
I asked Sanjay to make a prediction. I asked him what percentage of new enterprise mobility apps in 2014 will be based on HTML5. He predicted 35%. He added by 2015 it will likely be 50%.
I asked Sanjay about the role of ClickSoftware in this developing SAP mobile ecosystem. He said ClickSoftware has expertise and strengths that o
ffer unique value to SAP users and they are a valuable part of the SAP ecosystem.
Kevin Benedict, Independent Mobile Industry Analyst, Consultant and SAP Mentor Alumnus