featured posts:
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Cognizant UK & Ireland: Recovering and Revitalized
Sep 27, 2024, by Rachael StormonthAt 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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NelsonHall Introduces Market Update as part of its Vendor Intelligence Program
Nov 27, 2023, by Dominique RaviartNelsonHall recently wrote a PoV on the current disconnect between GDP growth and IT services spending[1]. In October 2023, the IMF refreshed its GDP growth predictions; these include better 2023 GDP growth in the U.S. (+2.1%) and Japan (+20%) than the U.K. (+0.5%) and the Eurozone (+0.7%). Unusually, the IMF's predictions are not in line with our observations of IT services spend[...]
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TCS Pace Ports: a Key Asset Underpinning ‘Collaborating for Transformation’
Oct 24, 2023, by Rachael StormonthNelsonHall recently visited the TCS Pace Port innovation center in Amsterdam, the first Pace Port opened by TCS in Europe in May 2021 following a delay caused by the pandemic. TCS is not unique in having opened facilities designed to foster collaboration and innovation to address clients' business challenges and new requirements. In itself, the broad concept of the Pace [...]
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IBM Consulting EMEA: Quietly Confident
Jun 29, 2023, by Rachael StormonthIBM Consulting recently held a two-day analyst event for its European business (a significant region for IBM Consulting). Against an ongoing backdrop of uncertainty for client organizations in many sectors, the tone overall is quietly confident, buoyed by recent client wins and progress in a number of internal initiatives. At a similar event seven months ago, there were clear emph[...]
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Infosys Bullish about Europe
Dec 14, 2022, by Rachael StormonthWe recently attended Infosys’ EMEA CONFLUENCE flagship client event and found the company quietly bullish about recent and projected performance in the region. Europe remains a growth market for Infosys Salil Parekh made it clear some years ago that he wanted to grow Infosys’ business in Europe, and the results are there to see. Europe now accounts for [...]
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IBM Consulting Strengthening Partnerships to Drive Cognitive & Hybrid Cloud Consulting Growth
Dec 08, 2022, by Rachael StormonthIBM Consulting recently held its first analyst and advisor event in Europe since IBM’s spin-off of its Global Technology Services infrastructure business (now Kyndryl) and the renaming of the former IBM Global Business Services division to IBM Consulting just over a year ago. When IBM had announced its intended spin-off of the GTS division in October 2020, new CEO Arvind Kri[...]
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TCS Looking to Accelerate Revenue Growth to $50bn
Nov 28, 2022, by Rachael StormonthIn its Q3 FY22, TCS delivered its sixth consecutive quarter of organic growth around the 15% mark. Despite the uncertain macroeconomic background, TCS has a strong pipeline for at least the next two quarters and has yet to see any softening in the market. For example, it was expecting some softening in Europe in the September quarter but instead achieved both increased revenue growth[...]
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Atos Issues Profit Warning: Analysis
Jan 10, 2022, by Dominique RaviartDominique Raviart gives his reaction to today's announcement by Atos, who issued its second profit warning in seven months.[...]
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Wipro: ‘Obsession for Growth’
Dec 12, 2020, by Rachael StormonthWith a new Chairman appointed 15 months ago and a new CEO in place for the last four, Wipro has seen a significant changing of the guard – much has been made of the fact that Thierry Delaporte is Wipro’s first non-Indian CEO appointment. The announcements made in a recent event for financial analysts (its first such event in five years) reveal some major shifts happening within the[...]
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Capgemini's CIAP 2.0 Assists Enterprises in Rapid & Cost-Effective Scaling of Automation Initiatives
Nov 10, 2020, by John WillmottCapgemini has just launched version 2 of the Capgemini Intelligent Automation Platform (CIAP) to assist organizations in offering an enterprise-wide and AI-enabled approach to their automation initiatives across IT and business operations. In particular, CIAP offers: Reduced TCO and increased resilience through use of shared third-party components Support for AIOps and DevSec[...]
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Infosys BPM’s $1bn Milestone & Future Trajectory
Jun 05, 2020, by Rachael StormonthInfosys BPM has reached its 18th birthday, in many cultures the age of maturity, achieving a major milestone of $1bn in annual revenues. Infosys BPM today is a very different company from its birth in 2002 when it was set up as a JV in India with Citibank, and there have been some significant developments in the last couple of years. We recently caught up with Infosys BPM CEO Anantha Radhak[...]
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Moving to an Autonomous Supply Chain: Q&A with Capgemini’s Joerg Junghanns – Part 2
Feb 20, 2020, by John WillmottRead Part 1 here. Q&A Part 2 JW: What are the main supply chain flows that supply chain executives should look to address? JJ: Traditionally, there are three main supply chain flows that benefit from automation: Physical flow (flow of goods from, e.g., from a DC to a retailer, the most visible and tangible flow) – some more obvious than others, such as parcel[...]
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Moving to an Autonomous Supply Chain: Q&A with Capgemini’s Joerg Junghanns – Part 1
Feb 18, 2020, by John WillmottIntroduction Supply chain management is an area currently facing considerable pressure and is a key target for transformation. NelsonHall research shows that less than a third of supply chain executives in major enterprises are highly satisfied with, for example, their demand forecasting accuracy and their logistics planning and optimization, and that the majority perceive there t[...]
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Productizing its Service Offerings is Working Well for Unisys
Dec 10, 2019, by Rachael StormonthUnisys recently held an analyst/adviser meet in New York; shortly before, it had reported another set of very encouraging quarterly results, with its Services business delivering its sixth consecutive quarter of organic (CS/CC) topline growth. The double-digit organic growth Unisys has achieved in Services this year is market leading (its much smaller Technology business is lumpy by nature) an[...]
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New Genpact Procurement BPS Strategy Underpinned by Major Personnel Transfer
Nov 13, 2019, by Rachael StormonthGenpact has signed a procurement BPS contract with a multinational conglomerate to manage a spend of $10bn covering all major categories of indirect spend (except IT) including logistics, FM, MRO, professional services, travel, and contingent labor, globally. The contract is of strategic importance to Genpact in that it involves the transfer of 130 category management and sourcing personnel[...]