Modi, Sarita and Jaya – Hope and Despair for India in equal measure


I am in NY this week on vacation with family – except for one day that I had to show up at work to host the CEO of a partner company .

Modi , India’s Prime Minister, was in NY when I landed here . And he was literally the talk of the town . I have lived in US for quite a few years and have practically never noticed when an Indian leader has landed here . Modi was on his campaigning best – everyone noticed , whether it is the Manhattan Cabbies or the CEO I met . And they are all his fans . I did not expect that in the least .

There was the unfortunate incident of Rajdeep Sardesai being pushed around and heckled outside the garden . Then I saw another video of Sardesai pushing a guy in the crowd as the beginning of the fight that ens . Either way -manhandling is a poor way to settle differences . What was interesting is there was hardly any support for the journalist other than a few fellow journalists . Modi fans are everywhere !

Modi no doubt is a top notch politician and a gifted speaker . But I also think that a good part of this grand welcome was that the decade long UPA rule have driven a lot of people nuts . Their craving for solid leadership is what Modi is delivering now through words and I hope that will turn into action .

I won’t hold my breath on Modi changing much in Washington . And to a large degree , that doesn’t matter . If he captured the imagination of the business leaders in NY – that is more than sufficient . Politicians eventually need the business behind them – and will actively support Modi if American businesses believe in his reform agenda .

Another category of people Modi seems to have impressed is the NRI population in US – who are generally affluent and can make tangible investments in India . I really hope that NRIs step up and form an organized VC/Angel culture in India to back the Desi companies .

Then there is Jayalalitha , who had to go to jail and resign her CM job in Tamilnadu . I did not expect this to happen at all . She might still win her appeal and go back to work as CM . What worried me is the sheer number of suicides in TN , people resorting to violence on the streets and film stars protesting her conviction and sentencing . On one hand – rule of law prevailed and the other hand a large section of people believe she is above law . It was also weird to see the new cabinet swear in with tears in their eyes and photos of Jayalalitha held by them . Who are they pledging allegiance to ? The people of TN or their convicted leader ? I admire the loyalty – but I do worry if the state will get into a lame duck mode of governance till she comes out of jail .

And finally there is the case of the poor Indian boxer Sarita Devi . I am seriously outraged by what happened in Asiad semi finals . I am less worried about the host country being favored by the judges – I just can’t figure out what the officials in indian delegation were thinking about not supporting Sarita’s appeal . It’s despicable that the poor lady had to borrow money from others to file the appeal . Modi talked a good game on empowering women – now it is time to walk the talk . I am waiting to see him fire the officials who didn’t support Sarita . Such a huge shame .

Between the news on Modi, Jaya and Saritha in matter of three days – it amazes me how much India has changed , and how much India refuses to change . It’s such a fine balance between hope and despair .

Corporate world needs more generalists


I just finished a long call with an old buddy who just finished selecting a team for his new startup and it stirred a lot of thoughts in my mind that I thought I will share in this post .

Our experiences dictate our “gut” feelings , and it’s those feelings that help us interpret the data available to make a decision . When a decision is taken at the highest levels of an organization – it needs to be balanced against many dimensions .

Most executives grow up in one area for their entire career till they get to the top management . By that time they are totally set in their ways and would have learned to optimize heavily along one or two dimensions .

Let’s say hypothetically a “make or buy or partner” proposal comes up before the CEO and staff . Head of engineering firmly believes that no one can build with same quality as in house team . Head of BD believe it is cheaper and faster to get it done by a partner . Head of sales thinks he can sell better via direct sales than via indirect channels . Head of services doesn’t think it is wise to do this at all since her team does not have skills on that area . CFO just wants to know what is the cheapest way to do it . Head of HR is worried about burn out of developers if we do this in-house .

So how does a decision get made ? Usually one of the following happens

1. CEO listens to everyone and makes a decision since no one option has enough support from most of staff
2. A large degree of trust exists within exec team and a collective consensus decision gets made
3. A majority opinion forms and CEO agrees to it
4. No decision gets made and issue lingers for a long time

These are normal decisions and pretty much any option above works out ok . The key word here is “ok” – as opposed to “great”. Why doesn’t “great” happen ? Because individual executives very rarely have the breadth in proportion to the depth of their experience that aids a better decision .

Except in really large companies – or for a small time in the early days of a really small start up , people grow up as specialists . By the time they need generalist skills – they are set in their ways and they can’t afford to make mistakes and learn from it .

Individual brilliance can over come this to a large extent – but it has its obvious limitations . But I think there is a way to over come this problem – start rotating high potential employees really early in their careers .

I have seen IBM and GE do this effectively for upper management . Another company that I have seen do this effectively is Lam Research – where it is not just upper management employees that get this benefit . I think they all reap the benefits in spades .

This realization came rather late in life for me . I was fortunate to have had a relatively successful time fast tracking through the partner track in consulting . A mentor in IBM suggested to me that I should do some non SAP gigs in consulting and I did that kicking and screaming – and it opened my eyes to the world of possibilities that only happens when one sees a problem with fresh eyes .

From then on , I moved to presales and sales with a lot of ease . I grew up hating sales (cool developers hate sales peeps as a norm , And I definitely counted myself as a cool developer) – but I smashed my quota every year at IBM since the time I had a quota on my head . Why ? I think (in hindsight) because neither me nor my customers felt that I was “selling” – I was just “consulting” and to my luck , they saw value in my advice and usually agreed to invest in my ideas . It all worked out well for me – But it wasn’t some grand ore planned strategy , and that first step was REALLY hard !

Since then I have made it a point to gain more breadth in my career . I did a stint in engineering at SAP and now I run channels at MongoDB. It is a constant learning experience – and my own deficiency in marketing and product management skills dawn on me every day . On the other hand – my background in direct sales , presales, consulting and engineering help me a lot in being effective in my current job . And I have the best channels team working with me !

Bottom line – I should have started a lot sooner in my life to branch out and try other things , but I am glad I started it at some point even if it was late . I am also thankful that every time I have made a case to someone in my management to give me a shot at trying something new , they have been supportive .

With this realization , my outlook for my team changed quite a bit too . Over the last few years – I have actively sought out opportunities outside my team for my best performers , even if it meant my headcount and budget had to be sacrificed . It hasn’t always worked – but is has worked out well more times than not . When I hire – I do give due weightage to candidates with breadth of experience . I intend to carry on doing that for rest of my career .

One other learning was that not everyone likes to go broad – and some prefer to go deep . That should be respected by managers. Deep has its benefits too – especially in some jobs like finance and engineering . But even in those jobs , a little bit of variety won’t hurt .

For me – without my mentor pushing me into it – I would have never gone out of my comfort zone on my own . And the way he put it to me was to try it as an experiment for a while and to go back to SAP consulting if it didn’t work out . It is important for leaders to provide a little bit of a safety net before you push your team members into new things . Your network is your safety net – and the last best time to start was in college , and if you did not do that – the next best time is today .

SAP buys Concur and Oracle gets new CEOs – My 2 cents


Just as soon as I came back from lunch , I heard about both news items from SAP and Oracle . Here are my views – strictly personal opinions as always , and has nothing to do with present or past employers .

SAP buying Concur is a pretty good move in my opinion. As a frequent business traveler , the standard SAP solutions are not exactly the ones I think of as my “painkillers” . Concur fits the bill and I know there are millions like me who need their services . What is more – it is a growing business with plenty of scope for innovation given the options to travel are increasing .

For SAP – with Ariba already providing a pretty big network , this is a neat deal to add to their breadth and depth . Success factors fits in too pretty well from HR synergy . And of course there is the core FI and budgeting apps which their instal base already has in plenty . So from a portfolio synergy – it makes perfect sense to me .

I really hope that this does not start another “let’s replatform to Hana” initiative . I am sure hana fits some parts of concur really well – like maybe getting amazing insights across expenses and other corporate data like HR , risk and so on . But a blanket replatforming – especially from a transaction processing point of view , doesn’t look like high value for me .

After reading Den Howlett’s blog on the recent influencer meeting – there was only one question I asked . Was there any mention of M&A ? He said there wasn’t . And I was wondering how SAP plans to get all that top line money organically . Well today answers that question for the most part 🙂 Buying for top line improvement is something IBM, Oracle etc have done before too – so nothing new in that respect . Oracle market cap probably increased about $50B via acquisitions in last 5 years or so I think .

So now my big question is what companies will SAP acquire to bolster the platform side. ? Business Objects is good – but tired . Lumira did not exactly give tableau a run for its money . So maybe SAP can buy a modern company to boost the BI business – like Tableau or Alteryx . It probably won’t be cheap – but probably a good idea to retain BI market leadership .

Or maybe TIBCO – and have a shot at both EAI and BI in one go .

Another option might be to buy into the lower end of the stack like redhat . That could open all kinds of doors for SAP on platform side . In fact – I would rate such a purchase as way more strategic than even tableau.

No idea if any of these vendors – maybe except TIBCO – wants to be sold . And if they did – SAP will probably need $10B+ to buy a couple of them .

In any case – big congrats to Bill McDermott and SAP !

Moving on to Oracle . I am not sure what exactly changed there . Everyone seems to have moved one level up the ladder and Larry retains control of all technology aspects . And while he remains active – it is hard to imagine Oracle having two other CEOs .

There was a rumor throughout that Larry might become Chairman and buy Salesforce.com and make Benioff the Oracle CEO . Clearly that did not happen . But it is not to say that can’t happen in future . The two new CEOs (best of luck and congrats to both) both deserved the job for sure . So the possibility that they move to the board in a couple of years and Benioff getting the CEO job long term is a possibility . We will see I guess 🙂

I think it makes sense for Oracle to make a big noise to divert attention from a rather lackluster financial quarter . Beyond that , I don’t see anything material about the CEO transition .