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Nov 07, 2024, by John Laherty
In a recent NelsonHall blog, we looked at the key themes and investments being made across digital workplace services. The overarching themes were employee experience, AI-enabled digital support services, sustainability, and digital re-skilling (read more here). For this blog, we spoke to NTT DATA’s digital workplace leadership team to understand its key focus and strategic roa[...]
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Oct 15, 2024, by Dominique Raviart
Virtusa recently briefed NelsonHall about how it conducts GenAI testing. With the emergence of LLMs, Virtusa has seen a rising interest in understanding how to validate them. However, testing LLMs is not easy, as traditional testing approaches are not relevant to LLMs. It requires reinventing software testing and looking beyond the output of a transaction.
Non-Deterministic LLMs C[...]
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Oct 01, 2024, by John Laherty
NelsonHall recently attended T-Systems’ Digital X 24 event in Cologne, the flagship event of its parent company, Deutsche Telekom. T-Systems provided an overview of its key portfolio focus areas across the cloud, including sovereignty, digital solutions, AI, including GenAI, and its array of strategic ecosystem partners.
T-Systems' headcount is ~26k, with Q2 2024 revenue[...]
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Sep 30, 2024, by Gaurav Parab
NelsonHall recently attended Dreamforce, the annual Salesforce flagship event in San Francisco. Billed as the largest AI conference in the world, Dreamforce 2024 saw a marketing push like none other, even by Salesforce’s standards, towards Agentforce, its new platform for creating autonomous AI agents capable of analyzing data, making decisions, and taking action. Agents built [...]
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Sep 27, 2024, by Rachael Stormonth
At the Cognizant UK & Ireland analyst and adviser meet in London this week we were keen to get a closer understanding of three things:
How some of the changes introduced since the arrival of Ravi Kumar S as CEO are making a difference to the company
The factors underpinning this year’s revenue underperformance of Cognizant in the UK and Ireland, also any new go[...]
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Sep 25, 2024, by Dominique Raviart
Hitachi Digital Services recently held an Advisor & Analyst event in London. The company is rolling out its communication plan to increase client and industry awareness. It goes to market, selectively, with the larger Hitachi Group in the U.S. and U.K., targeting a few industries.
So, who is Hitachi Digital Services? The mid-sized IT and ER&D services vendor spearheads Hit[...]
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Sep 23, 2024, by Gaurav Parab
Tech Mahindra (TechM) recently briefed NelsonHall on TechM AppGinieZ, its GenAI solution for software engineering and SDLC.
Recent times have seen all major IT services providers release GenAI-powered solutions, targeting two broad scenarios: those that help developers build, test, and support applications more efficiently and those that enable capabilities like virtual assistants[...]
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Sep 03, 2024, by Dominique Raviart
We recently talked with TCS about its ERP on Cloud offering. The SAP ecosystem has been going through intense change, with the planned end of SAP ECC support from December 31, 2027, and transformation with S/4HANA and recent Clean Core SAP initiatives. The change is driving accelerated ERP adoption, as demonstrated by SAP’s increasing revenue growth driven by SaaS applications.[...]
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Jul 15, 2024, by John Laherty
NelsonHall recently completed an in-depth analysis of advanced digital workplace services, in which we spoke to multiple leading IT services vendors and their clients. This blog looks at some of the key themes from this research, the investments vendors need to make to meet client demand, and how the market will evolve over the next 12-18 months.
The four overarching themes from t[...]
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Jun 27, 2024, by Gaurav Parab
We recently spoke with Datamatics about its $17m acquisition of Dextara, which was announced on April 1st.
Datamatics is a Mumbai-headquartered IT services and BPS provider with revenues of INR 1,550 Crore ($187m) for FY24, which ended March 31. It has three lines of business:
Digital Technologies (IT services: 39% of revenues)
Digital Operations (primarily F&A, plus i[...]
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Jun 21, 2024, by Dominique Raviart
Wipro recently briefed NelsonHall on its GenAI investments for quality engineering, discussing the creation of use cases and sharing the thinking behind some of its decision-making.
Wipro’s GenAI investments for QE are part of the company’s ai360 program, a $1bn investment that includes activities in developing use cases, training, and GTM. The launch of its QET GenAI [...]
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May 24, 2024, by John Willmott
Cognizant has a long history of continuous improvement and innovation. However, its grassroots delivery teams were reticent in taking minor innovations to clients, so it underperformed in idea and innovation generation and ran beneath the radar, with clients typically unaware of innovations being undertaken.
However, in 2023, following the arrival of its new CEO, the company took [...]
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May 01, 2024, by Dominique Raviart
NTT DATA held its first EMEA Latin America (EMEAL) Analyst Day last week since the merger of NTT DATA and NTT Ltd. announced in June 2022. The event provided some perspective on the new structure of the firm, its capabilities, and its short-term priorities.
The new NTT DATA Group is a much-enlarged firm with $31bn in revenues and around 150,000 employees. The group comprises two s[...]
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Apr 03, 2024, by Dominique Raviart
NelsonHall recently talked with Eviden, Atos’ consulting and application services business, about its QE practice, Digital Assurance.
Digital Assurance has 5k quality engineers, 65% offshore, reflecting a high leverage in North America (due to its Syntel heritage) counterbalanced by Atos’ large European public sector client base. The practice has aligned its service po[...]
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Mar 26, 2024, by Dominique Raviart
During the summer of 2023, we met with Mohammed Sijelmassi, Sopra Steria’s CTO and Digital Transformation Office head and discussed how Sopra Steria was deploying internally and helping clients externally with GenAI and LLMs. Earlier this month, we met with Mr. Sijelmassi again to assess Sopra Steria’s progress on its transformation, its work with clients, and use cases.
[...]
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Jan 11, 2024, by Dominique Raviart
2023 was a year of disruption after the 2021-22 digital catch-up. As the year unfolded, IT services spending slowed down, initially in the U.S. in the financial services, telecom, and high-tech sectors.
We expect 2024 to be a year of transition with a modest rebound in IT services spending, continued consulting interest in GenAI, a rebound in cloud infrastructure adoption after a [...]
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Dec 22, 2023, by John Willmott
While more efficient management of IT KPIs and incidents remains highly important, and Capgemini’s Enterprise Automation Fabric addresses these challenges, it now goes further and enables organizations to relate the impact of missed IT KPIs and incidents to individual business KPIs.
Not all IT KPIs are created equal, so Enterprise Automation Fabric incorporates a 3-level CMDB linking busi[...]
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Dec 15, 2023, by Dominique Raviart
The CEO of Atos’ Tech Foundations business recently updated industry analysts on its transformation program.
We have commented about the turbulent period Atos Group is going through in splitting into two businesses (Tech Foundations and Eviden). The planned sale of Tech Foundations to Czech billionaire Daniel Kretinsky’s EP Equity Investment (EPEI) vehicle is going ahe[...]
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Oct 19, 2023, by John Laherty
NelsonHall recently attended Compucom’s Analyst and Advisor Event 2023 in Charlotte, NC. It provided an opportunity to meet the executive leadership team, which has evolved over the last 12 months. Kevin Shank was appointed CEO in December 2022, having served as a senior executive at Compucom for nine years. He was joined earlier this year by Matt Olson as COO, also a previous [...]
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Jul 26, 2023, by Dominique Raviart
Sopra Steria is the latest vendor to announce a significant investment in GenAI/LLMs and its incorporation into its software engineering platform (Ingine).
We recently met with Mohammed Sijelmassi, who holds two roles at Sopra Steria: CTO and Digital Transformation Office. We discussed how Sopra Steria is deploying internally and helping clients externally with GenAI and LLMs.
[...]
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Jul 07, 2023, by Dominique Raviart
Cognizant's non-U.S. business, Cognizant Global Growth Markets (GGM), recently held an analyst and advisor day and discussed its regional priorities.
New CEO Ravi Kumar has initiated a restructuring plan ('NextGen Program') to reduce Cognizant's cost base to fund investments.
While Cognizant had guided on flat topline growth in 2023, Q1 saw a 9% y/y growth in LT[...]
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Jul 04, 2023, by Dominique Raviart
We recently talked with TCS’ Salesforce practice about its verticalization initiatives.
Product verticalization has been one of Salesforce’s key strategies (along with Customer 360/cross-selling and geographic expansion) since 2014, when it launched its Industries business unit. Like SAP, Salesforce acknowledges that organizations spend time and effort customizing thei[...]
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Jun 23, 2023, by Dominique Raviart
Atos recently held its Capital Market Day for Tech Foundations. It is a year since the company announced its intention to spin off its high-growth units into a new company, Eviden, and keep its historic IT infrastructure services (and U.K. BPO capabilities) in an entity called Tech Foundations. Alongside the spin-off, Atos initiated a massive €1.1bn restructuring plan for Tech F[...]
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Jun 23, 2023, by John Laherty
NelsonHall recently attended Unisys’ Analyst and Advisor Event 2023 in New York. The tagline for the event was ‘Imagination to Realization’ and reflective of the new Unisys branding.
Mike Thomson, President, and COO, started the event with Unisys’ new NetZero Goal by 2030 and its vision to provide a single pane of glass for clients to manage their ESG and s[...]
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Jun 08, 2023, by Dominique Raviart
The IT services industry has entered a new growth cycle, with increased emphasis on portfolio management and vendors increasingly divesting their low-growth, low-margin businesses.
IBM was an early example of this trend with its Kyndryl spin-off. Several of its competitors are also following this pattern, including Atos. At the same time, in the Nordics, Tietoevry will go one step[...]