Andy MacMillan from Stellent (soon to be owned by Oracle for $440M) talks about current trends in the ECM Hot Seat podcast:
We see a lot of growth in composite applications. These are really applications that take advantage of multi pieces of content management ... Utilizing digital asset management as well as web content management to build a more comprehensive solution or web site ...
We also see a lot of growth around Web 2.0 technology, things like blogs and wikis ...
We’re seeing a lot with records and specifically retention management, which is not just keeping things that you are legally required to keep ...
And finally, we’re seeing a lot of interest in information rights management.
I know Andy from our partnership with Stellent, he is a clever guy who appears to be making great strides in his work with Stellent.
Whilst all the new wiki players in "Enterprise 2.0" such as Atlassian, SocialText and so on have the advantage of a clean sheet of paper Oracle, Microsoft and others have a very big play with their rich repositories and install base. If it ends up anything like the web content management market, there is room for many players.
And - in a related anecdote - Dries Buytaert, the lead developer of Drupal is predicting 0.3% market share:
There are many million websites out there. But by the end of 2007, if you take 1,000 random websites, at least 3 of them will run Drupal.
Given the popularity of Drupal, this illustrates how heterogeneous the CMS market remains.
The wiki business has matured to the point of commoditization. To grow revenues, venture backed companies must move into the large enterprise infrastructure integration portal business. At that point they are competing with the big boys so its a suspect strategy. Microsoft Sharepoint 3.0 includes wiki functionality. Also their integration framework has to be infrastructure friendly.
Posted by: David Goldstein | April 17, 2007 at 10:36 AM