COMPARISONS ; OVERSING VS ???? (biz) (markets) So, as you can see, our market is

http://techcrunch.com/2013/10/13/atlassian-earned-150m-in-revenues-last-year-but-competition-intensifies-with-collaboration-providers/MARKET COMPARISONS ; OVERSING VS ????

(biz) (markets)

So, as you can see, our market is certainly above $10M, and probably above $50M. The number of organizations that use INTERNAL tools is larger than the number of organizations that bill by the hour. So we probably can’t hit the 150M mark as it stands. But it isn’t unreasonable to hit the 50M mark pretty conservatively, largely because we can serve the largest organizations.

You CAN use oversing as a single site out of the box without modifying it much. But you can also organize a multinational corporation with it, over multiple jurisdictions with crazy reporting structures and business rules.

What may not be obvious to the rest of the world is that the shift to iterative project management has passed critical mass and the mature tools on the market are the old school. Secondly, it probably isn’t obvious that the financial products let you analyze your business but not DRIVE IT.

OVERSING DRIVES YOUR ENTIRE BUSINESS: sales, recruiting, and delivery by looking forward. You can control your business, You can control it going forward, not looking backward.

BUT!!!! — The old guard isn’t really growing and the new agile systems are. SO there is an OPENING here in the market that isn’t getting filled. The empirical question is, how big is that market. And really we can do a lot of surveys (and the’re very positive) but that doesn’t mean much.

THE FIELD

-Microsoft Dynamix AX + Project Management- ??

“…estimates that Microsoft’s ERP business grew 4% in 2012, “mainly driven by Microsoft Dynamics AX”. “Gartner puts Microsoft’s ERP revenue at $1.1 billion in 2012, up from $1 billion in 2011.”

(Now, most organizations in our market use Dynamix. ANd those that don’t should. We designed Oversing with the intention that larger customers would use AX in finance and buy Oversing for running business operations (sales, delivery, recruiting). Nothing better really that you can do than that.)

-Atlassian– $150M

(Jira workflow, Confluence collab)

http://techcrunch.com/2013/10/13/atlassian-earned-150m-in-revenues-last-year-but-competition-intensifies-with-collaboration-providers/

Aging product. Not good architecture without major rewrite.

-Github (collab and source)- ?? (but it’s profitable)

http://www.forbes.com/sites/tomiogeron/2012/07/09/cash-for-code-github-raises-100-million-from-andreessen-horowitz/

Good for devs. Does nothing for the business end.

“GitHub Inc is a flat organization with no (middle) managers – or in other words, “everyone is a manager” (self-management). As at Valve Corporation, another flat organization, employees can choose to work on projects that interest them (open allocation). “

–NetSuite– $92M

“NetSuite reported a 32 percent jump in revenue to $91.6 million”

(Favorite quote from their Q3 report: “These two divergent results show that as mission-critical software moves to the Cloud, it is far

safer for customers to turn to committed leaders like NetSuite rather than bet on the PowerPoint presentations of last-generation providers like SAP, Microsoft and Sage.” (Customers have lost faith in the old line or products. And the new generation is shifting.)

-CA Changepoint (IT Portfolio Management)- $48M

“For FY ’12, Changepoint increased total revenues by more

than 20 percent to $48 million, driven by growth with existing nameplates and adding new customers. 15 percent of this year’s

software license billings were delivered via a SaaS model.

-Tenrox- $10M?

Glendale CA / Private / 50-200 Employees

-Workamajig- (creative workflow management)

14021 NE 20th Avenue Suite 2208 Vancouver, WA 98686 United States / Privately Held / 1-10 employees (That number doesn’t make sense to me)

$38/user

-FunctionPoint-

200-1622 West 7th Avenue Vancouver, BC V6J 1S5 Canada

Privately Held / 11-50 employees

(I can find 22 employees on linked in, so I guess the’re about 30. They won’t give me revenue numbers. If I play it out as 6000 users x $20, that’s not a lot of money. Maybe a 2M bottom and 30x100K/employee = 3M top. Although it sure looks like a 5M company to me.)

“Over 6000 users”

http://www.functionpoint.com

15 / 20/ 30 per user.

–BIgTime–

Nice product. Light. Feature. Not PSA. Not our market.

-Targetprocess-

about 40 people. Russian. NY sales offices.

No revenue numbers.

Feature. Just a feature. Very nice board. Thats it.

We tried to keep oversing away from the Targetprocess style of UI for a variety of reasons. MOst of them training and using spatial memory. We wanted to keep the ‘wall’ feeling. If you put Oversing on a projector or big touch screen it’d be awesome.

— Wrike (new) — (trivial workflow) Yet they just raised 10M (ack!)

Boring.