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Nov 10, 2025

nCino: Platform Implementation

Former Senior Consultant at Deloitte Digital
Partner Interview
nCino•US•Mid CapTemenosFidelity National Information ServicesInfosysSAPFiservOracleSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFinancials
Nov 7, 2025

nCino: Modernizing Loan Origination Systems

Current Director at Desjardins
Partner Interview
nCino•US•Mid CapTemenosFidelity National Information ServicesInfosysSAPOracleFiservSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFinancials
Jul 27, 2025

Oracle: Lift & Shift Legacy Workloads

Current Oracle Partner at Deloitte
Partner Interview
Oracle•US•Mega CapMicrosoftGoogleNVIDIASAPAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jun 23, 2025

Oracle: Vertical Data Competitive Advantage

Current Oracle Partner at Deloitte
Partner Interview
SAPOracleMicrosoftGoogleNVIDIAAmazonSAPOracleMicrosoftGoogleNVIDIAAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Aug 17, 2023

Hyperscalers: Cloud TAM

Former CIO at Global CPG company
Partner Interview
Microsoft•US•Mega CapSAPAmazonOracleGoogleScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
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Weekly update
Sep 20, 2022

Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE

Fevertree Drinks•GB•Small CapWatscoGoogleAmazonMicrosoftNaked WinesSAP
Sep 16, 2022

SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition

Former Director at Google Cloud
Partner Interview
SAP•DE•Mega CapGoogleAmazonMicrosoftNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
Jun 3, 2020

SaaS Business Models and the UK HCM Market

Former Product Marketing Director HCM Solutions, Sage
IP Icon
IP Interview
Workday•US•Large CapThe SageXeroSAPInformation Technology

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