featured posts:
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Atos North America: Back to Growth
Nov 01, 2019, by Rachael StormonthWhat a difference a year makes. Atos recently held its second North America business event in Dallas, just under a year since completing its acquisition of Syntel. Last year’s event focused on the newly formed Atos-Syntel organization in North America, and also on how, with a new CEO in place, North America was starting to address some legacy problems and to manage a situation where a[...]
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Infosys Spreads its Wings from Wingspan to ‘Live Enterprise Suite’
Oct 17, 2019, by Rachael StormonthThe tone at the recent Infosys Confluence Americas event in Arizona was, unsurprisingly, quietly confident: Infosys has delivered five straight quarters of strong CC growth, with its largest sector Financial Services delivering improving topline growth (having been affected by market softness in some areas), Digital now representing over 38% of total revenues, and the order book looking strong[...]
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Salvino Takes The Helm at DXC
Sep 14, 2019, by Rachael StormonthThe big news this week has been the announcement late on Wednesday of the appointment of Mike Salvino as CEO of DXC Technology, with immediate effect. Mike Lawrie stays as Chairman until the end of the year, whereupon he will retire. Apparently, Lawrie and the board began discussions about a planned retirement about a year ago; Salvino has been on the DXC board since May 23, so he has some kno[...]
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Atos: Verticalization Key to New 3-Year Plan
May 08, 2019, by Rachael StormonthAtos’ global analyst event in Boston in April came just a few weeks after its launch of a new 3-year plan ‘Advance 2021’ (Atos Digital Value Advancing Customer Excellence) about which we have written here. Key to Atos’ mid-term and longer-term growth is the effectiveness of its drive to align its operating model to be more industry and client focused. As such, we wer[...]
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Advance 2021: The Road Ahead for Atos
Mar 01, 2019, by Rachael StormonthIt is a decade since Thierry Breton assumed the mantle of CEO and Chairman at Atos, his arrival marking the end of a troubled period for the company. In that time, the company has improved its profitability (when he arrived, its operating margin was just 4.8% and all service lines were experiencing a deterioration in profitability, so his ambition of a double-digit margin seemed ambitious). Al[...]
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DXC Bets $2bn on Recovery of Luxoft to Scale its Digital Capabilities
Jan 08, 2019, by NelsonHall AnalystYesterday morning, DXC announced its intended acquisition of Luxoft in an all cash transaction of $59 per share, around $2bn. This represents a 48% premium over Luxoft’s average closing share price over the previous ninety days (and ~86% premium on Friday’s closing price). The deal is expected to close by end June 2019. In recent years DXC (including as CSC) has made a number of[...]
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BearingPoint Looks to Evolve Advisory Model Under New Managing Partner
Dec 06, 2018, by Rachael StormonthNelsonHall recently attended BearingPoint’s analyst event in Lisbon. As it starts its second decade with a new Managing Partner (Kiumars ‘Kiu’ Hamidian, only the second in the company’s history), the strategy that has served BearingPoint well in its first ten years is now evolving in ways that reflect significant developments in the nature of the consulting ma[...]
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Atos-Syntel: Boosts Atos North America Portfolio; a Transformation Lever for B&PS Business Globally
Dec 05, 2018, by Rachael StormonthL to R: NelsonHall's David McIntire, Rachael Stormonth, Andy Efstathiou, and Dave Mayer NelsonHall recently attended an Atos North America event in Dallas which focused on the newly formed Atos-Syntel organization in North America. Earlier this year we noted that Atos in the U.S. was still a work in progress (see here). The event was held just days after its acquisition of Sy[...]
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Key Takeaways from Infosys Confluence EMEA (vlog)
Dec 04, 2018, by Rachael StormonthRachael Stormonth presents her key takeaways from the recent Infosys Confluence event in Rome, which was themed 'Navigate Your Next'. In particular, she looks at the five value accelerators of Infosys' digital navigation framework. [...]
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Atos to Leverage New Aegon Contract to Challenge for U.K. Life & Pensions Closed Books
Nov 30, 2018, by John WillmottIn 2016, Atos was awarded a 13-year life & pensions BPO contract by Aegon, taking over from the incumbent Serco and involving the transfer of ~300 people in a center in Lytham St Annes. The services provided by Atos within this contract include managing end-to-end operations, from initial underwriting through to claims processing, for Aegon's individual protection offering[...]
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TCS Business 4.0: Emphasizing Location-Independent Agile & Machine-First Delivery Model
Nov 29, 2018, by Rachael StormonthA year ago, following a TCS analyst event in Boston, the theme of which was Business 4.0: Intelligent, Agile, Automated, and on the Cloud, we wrote about how TCS’ new service line structure has been designed to support the company’s emphasis and positioning around Business 4.0 (see the blog here) Underpinning its positioning around Business 4.0, over the past year TCS has been e[...]
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Capgemini: “In Shape and On the Move”
Nov 01, 2018, by Rachael StormonthWe have delayed the publication of this event note until after Capgemini’s Capital Markets Day this week, when Capgemini confirmed its mid-term ambitions of 5-7% organic growth and an operating margin of 12.5-13%. “In Shape and On the Move” were among the first few words of COO Thierry Delaporte’s closing address at Capgemini’s global analyst and adv[...]
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Wipro Harmony Simplifies GBS Harmonization & Automation
Oct 04, 2018, by John WillmottWipro has a long history of building operations platforms in support of shared services and has been evolving its Base))) platform for 10 years. The platform started life as a business process management (i.e. workflow) platform and includes Base))) Core, a BPM platform in use within ~25 Wipro operations floors, and Base))) Prism, providing operational metrics. These elements of B[...]
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Atos Acquiring Syntel: Fills Hole in North America; Has Potential to Transform B&PS Business Globally
Jul 23, 2018, by Rachael StormonthThis week started with the announcement by Atos of its intended acquisition of Syntel for $41 a share, a total consideration of around $3.57bn including Syntel’s net debt of $201m, in an all-cash deal. Syntel being acquired is not a total surprise: the company has faced some challenges recently, and in the previous four weeks its share price had been going up strongly (from $31.61 a s[...]
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Tech Mahindra’s Blueprint for Next Gen IT Services
Jun 01, 2018, by Rachael StormonthReaders of the NelsonHall Quarterly Updates on Tech Mahindra over the last two years will be aware of initiatives that have taken place to turn around the LCC business it acquired, and also of recent investments such as a minority stake in Altiostar. This blog looks at some of the other sectors in which Tech Mahindra operates, and at some broad developments around service delivery. [...]