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Challenges

This note concerns the launch of SAP Business One by SAP AG (NYSE:SAP), the pairing of SAP and the Tax and Business Services (TBS) unit of American Express, and the delivery of 13 new mid-market solutions designed specifically for companies with $50 to $500 million in annual revenues by PeopleSoft Inc. (NASDAQ: PSFT). For details of these announcements see Part One.

Still, the ride to SAP's and Oracle's SMB success will not go that smoothly, given that managing two different products may go outside of these vendors' strongholds so far.

The challenge of recruiting new partners and of getting them up to speed with new, still relatively unknown, albeit simple products, is imminent. Also, likely market confusion (not to mention channel confusion and/or conflict due to emotional ties to a certain product line) may aggravate already existing confusion about the huge flagship product portfolios. For example, while NetLedger remains separate from Oracle, the demarcation line where one company begins and the other ends is quite blurred. Also, how far the Oracle Small Business Suite will scale upward as a business grows also remains unclear. With no intermediate solution to grow into, Oracle E-Business Suite remains the only alternative, which might often be a too steep undertaking. In addition to the expenses of educating the market and its channel, one should expect higher R&D expenses and possible product delivery delays due to added new product and integration issues.

Thus, we believe the SAP Business One and NetLedger initiatives will still take a couple years to materialize in earnest. The best near-term opportunity for SAP and Oracle will be to sell to existing large customers for deployment in smaller subsidiaries and divisions, since these products provide viable options for staying with a single vendor corporate-wide. Some mid-market vendors with impressive global reach and localized products, immaculate vertical focus and knowledgeable channel, offering a very flexible modern product, very well attuned for local regulatory requirements of several dozen countries and supporting well over 30 languages, such as Scala (see Scala Shows Far More Than A Bit Of A Backbone) and Systems Union/SunSystems, have long devised predatory strategies at the large company subsidiary market and SAP and Oracle will need to move quickly to shore up their own installed base.

SAP and Oracle customers should begin to consider SAP Business One and NetLedger as software solutions for smaller, autonomous business units based on the integration benefit. With the current and/or upcoming more comprehensive CRM solution, these products will compete well against the aggressive newcomer Microsoft CRM product.

However, SAP Business One or NetLedger will not suit manufacturers as they lack MRP (manufacturing resource planning) and strong field service, and many other manufacturing-oriented modules, which will again require the higher-priced and more complex mySAP All-In-One or Oracle E-Business Suite. This might only defeat the purpose, and it might not help much in preempting the intrusion of some competitors that specialize in plant-level manufacturing systems (e.g., QAD, Ross, Agilisys, SSA GT, SYSPRO, etc.). The basic functionality will consequently need to evolve substantially in order for these low-end versions to compete in the broader market. While SAP is not planning to develop manufacturing functionality for SAP Business One, it however, encourages current partners to team with SAP to create MRP offering for smaller companies. The first manufacturing solutions from independent software vendors (ISVs) for SAP Business One are expected towards the end of 2003.

Much other work-in-progress is still outstanding, e.g., Business One requires customized integration with third-party accounting systems, but the connectors, which would speed up the integration of those applications, are not yet available. However, SAP has already launched its SDK (software Development Kit) for all previous versions of SAP Business One (6.01, 6.02). For new version 6.2, there is a new generation SDK (including user interface functionality, and tools for accelerated development). This version is being tested by partners and is expected to be released for general use at the beginning of July.

A mobile client is also currently not available in the US, and thus are traveling salespeople still unable to remotely access the software. Again, SAP claims a mobile client is being developed by partners to cover common remote tasks like contact management, warehouse management and CRM capabilities. First remote devices will be available by the end of 2003, while remote synchronization is planned for Q1 2004. Finally, while Business One includes an embedded e-mail server, it does not integrate with large e-mail products such as Microsoft Exchange/Outlook and Lotus Notes. SAP is well aware of the need for these enhancements, and integrated e-mail is also planned for Q1 2004.

As for the upper mid-market, the Tier 1 vendors' offerings remain complex applications, and the Internet architecture and new intuitive interface can mitigate that only so much. This perception of complexity remains ammunition that the incumbent Tier 2 & 3 vendors will continue to exploit in order to hinder bigger brethren's attempt to penetrate their traditional stronghold. Furthermore, not all powerful functionality (e.g., SRM or PLM) is readily available for these pre-configured solutions, which may be a serious drawback when competing against the solid Tier 2 vendors which have long offered their entire suites without any disparity between solutions for bigger and smaller customers (e.g., J.D. Edwards, Intentia, IFS, or Epicor). The "Accelerated Solutions" while enabling large vendors and their channel to offer a fixed price and fixed time implementation program in modular way, may sometimes not necessarily offer total extended-ERP functional scope but still only a part thereof. By the time the customer puts together modules to build a full collaborative enterprise system for a mid-market company, and then adds up the multiple implementation time and cost, all the touted benefits might have been annulled in some instances when incumbent mid-market vendors cover all the bases with their well-entrenched offering.

Therefore, it may still take some serious doing to produce a real magic bullet to attract vast majority of midsize enterprises, since at this stage, many might fail to find a compelling rationale for an SME to go for PeopleSoft or Oracle as opposed to, e.g., Lawson, Epicor or Infinium (now part of SSA GT) in service industries, or an army of channel-focused manufacturing-oriented smaller ERP vendors. While fixed time and cost solutions delivered packaged from pristine laboratories do have their appeal, SMEs are becoming increasingly savvy to ask for more than just these implementations perceived as cookie-cutter approach. Therefore, PeopleSoft and its peers will have to repeatedly prove it has not taken a cookie cutter approach, as each of its solutions is preconfigured to reduce cost and complexity, but also allows for available extensions based on each customer's need.

This combination might make a differentiating trait, and since the vendors have also developed industry or process templates for each solution, these could keep cost, complexity and risk down. Despite the challenges, Tier 1 vendors have raised the bar in providing solutions for smaller enterprises, and Tier 2 and Tier 3 vendors should be in for a tough battle to defend their turf, especially as they are concurrently trying to expand and modernize their products with ever diminishing resources and wary prospects. SAP has stated that it intends to grow its small and midsize business from the current ~ 7% of license revenue to 15% by 2005, and that means finding and closing thousands of new customers. PeopleSoft and Oracle too are undeniably tenacious and persistent fighters able to endure the long hauls, although Microsoft, Sage ad ACCPAC would not be pushovers in that regard either.

This is Part Four of a three-part note.

Part One detailed the Events.

Parts Two and Three discussed the Market Impact.

User Recommendations

Larger midsize enterprises with less than $500 million in revenue and that are looking for a functional depth in particular industries of Tier 1 vendors' focus should certainly consider these vendors' upper mid-market offerings and carefully determine their needs and implementation time framework, bearing in mind problems typical with new product releases and new partnerships' arrangements. In any case, give Tier 1 vendors a chance to prove that their partners may represent them as nimble and local enough while the vendors remain huge and global. Still, the nature of the partnerships in every particular case (i.e., the vendor's and the VAR's commitment, vertical specialization, client references) should be thoroughly investigated.

Leading application software vendors have long been keen on moving down market, but they must prove that they truly understand the needs of the target market, that they can provide adequate comprehensive support, and that their applications are both cost-effective and palatable, while still with more than adequate functionality for midsize businesses. The sophisticated functionality of Tier 1 solutions should be appealing to the upper-end mid-market customers, but this typically comes with levels of complexity and support that midsize businesses may find overwhelming. On the other hand, if a midsize business already has some complex requirements (e.g., multiple lines of business, internationally dispersed operations, etc.), it should consider the upper mid-market offerings of large market vendors as a step towards upgrading to the full suite down the track.

We are generally skeptical about bold promises of speedy, trouble-free implementations and recommend that users dig deeper and conduct detailed interviews with Tier 1 vendors and ask for sample timelines and references from past clients who have achieved quick ROI. Conversely, question other incumbent mid-market vendors in the contest to match certain elements of some large vendors' value proposition (e.g., guaranteed no extra cost for legacy data conversion).

Most vendors offer their own version of SME solutions with programs for rapid, lower-cost implementations. While vendors' endeavors in that regard are highly commendable, the "caveat emptor" approach is still applicable. Although some midsize companies would be well off with scaled-down versions of rapidly implemented, Tier 1 software applications, for many companies this may not necessarily be the best solution. Although some preconfigured solutions may provide the best of both worlds as templates lower cost and complexity and give mid-market companies a strong foundation to built upon, but there is still support for extensions based on each customer's need, still, make sure that you do not sacrifice functionality and/or customizability for the sake of a quick implementation, since that may cost you more in the long run.

Smaller organizations with less than 300 employees and less than $200 million in revenues, but especially divisions of corporations using SAP and Oracle on a corporate level, which are seeking core back-office and CRM functionality without strong manufacturing features may benefit from evaluating these vendors' SMB/SME offerings. Non-manufacturing US subsidiaries and divisions of larger enterprises that have long formed partnership with SAP and have been yearning for a SAP-centric solution should consider the SAP Business One/American Express combination. Independent small and medium enterprises with basic distribution, purchasing, opportunity management, banking and financial management requirements should evaluate SAP Business One or Oracle Small Business Suite bearing in mind the features of other established SME offerings mentioned earlier. Alternatively, small manufacturing companies and mid-market companies with more complex business processes should evaluate mySAP All-in-One, PeopleSoft Mid-Market and all other vendors' equivalent products for the upper-end of the mid-market.

We strongly recommend identifying your clear e-business strategy and conducting thorough comparison-shopping, at least for the sake of information leverage. Consider all options, particularly vigorously weighing the offerings' current and intended functionality and integration. Most importantly identify what needs are "must have" requirements and a timeline for additional components. Once identified, comparison-shop and use the related information to negotiate the best price for the solution. One should note that SAP's experience in the US and Oracle/NetLedger's expertise in the European SMB market remain quite limited at this stage. Businesses that outgrow these low-end products might have to decide in the future whether to migrate to premium-priced, upper-end solutions or switch to another vendor.

Organizations seeking a Web-based solution and out-of-box functionality with little or no customization may benefit from evaluating the hosted offering. Despite bad perceptions of largely ill-fated first generation of hosted providers, and owing to positive news some vendors like Oracle have lately gained from outsourcing, mid-market enterprises might benefit from objectively evaluating the value propositions represented in successful next-generation application service providers (ASPs). Look for the following characteristics amongst the ASP candidate providers:

  • Amenability to reasonable customization and interfacing to legacy systems

  • Service-oriented architectures (SOA), Internet-based architecture, and standards-based interfaces

  • Support for specific vertical industries or business processes

  • Hybrid services that can coexist with onsite systems

  • Sound policies for privacy and security

  • A sound track record of service-level agreement (SLA) maintenance at originally quoted price levels and a quick ROI

  • Sound financial viability and geographic coverage

  • The ability to track and provide key metrics for application and network availability

For mid-market companies today's dynamic business environment means the survival of the most agile and flexible. When evaluating a software application, companies often fall for a snazzy user interface or raw number-crunching power. However, a flexible system should also offer features like tools and templates, cross-reference checks, and many other parameterization utilities that provide significant system changes without changing source code. Make sure that what you select now will keep abreast of the technology changes in the future. It may sometimes be more beneficial to implement the right solution slowly than to rush the wrong one into place.

As more food for your thoughts in this regard, see Fast-path Implementations - Are They Good or Bad?, Should You Modify an Application Product? and Standardizing on One ERP System in a Multi-division Enterprise


 
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Edwards' QUEST To End Its String Of Pyrrhic Victories Part 1: The News | PeopleSoft: Giving Fervent Hope To The Market And Jitters To The Competition. Part 2: The Implications | PeopleSoft: Giving Fervent Hope To The Market And Jitters To The Competition. Part 1: The News | ERP Selection Case Study Audio Conference Transcript | Fed Gives ERP A Shot In The Arm | IFS' Tamed Growth + Continued Losses + Increased Competitors' Lobby Talk = Decreased Customer Confidence | Latest Development on Epicor's Trying The Divestiture Tack | Is Ross Systems Up To A Hat Trick? | The Mid-Market Is Consolidating, Lo And Behold | Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 4: ASP’s and New Pricing Models | Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 3: E-Business and Mid-Market Shakeout | Geac Decomposes To Survive | Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 2: Product Architecture and Web-Basing | Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 1: Functional Scope and Vertical Focus | Sagent Improves Its Image With SAS Partnership | Stalled Navision + Mixed Bag Damgaard = Satisfactory NavisionDamgaard | Business Objects Teams With TopTier For Analytics | Small ERP Vendors Missing The ASP Boat | ERP Beginner's Guide In So Many Words | Wrong ERP Demise Predictions Have (Only Partly) Created Skills Shortage | Will 2001 Be The Year Of Baan’s Miraculous Comeback?
Definitely Maybe.
| Customer Relationship Management for IT Professionals | SCT Corporation: The Last Viable Process Manufacturing Vendor Standing? | QAD’s Costly eTransition Continues | Does NavisionDamgaard Merger Mark Further Mid-Market Consolidation? | Essential ERP - Its Functional Scope | The Essential ERP - Its Genesis & Future | MicroStrategy Manages Your Customer Relationships And Its Own | Symix Starts New Year Under New Name, But Old Issues Remain | PurchasePro Acquires Stratton Warren | What On Earth Is Going On With SSA? | BEA Systems Has A Broad Vision For E-Business Infrastructures | Big ERP Players Courting Government Agencies | eLoyalty Enhances Its Field Service And Logistics Services | Geac Lives By Acquisitions; Will It Die By An Acquisition? | NetGenesis Predicts The Future From Mouse Trails | SPSS Has A New ShowCase | Lawson Software Expands Vertically As Well | Cognos Unveils CRM Solution | CRM Vendors Cash In On The Financial Services Industry | Great Plains’ Latest Product Offering — Ready to Stampede the SME Market? | Great Plains' eEnterprise Solution 'N Sync with Microsoft's New Platforms | Navision Executes At a Slower Pace | Symix Systems Front-Steps Into Greener e-Commerce Pastures | Has SAP Found Magic Formula (One) To Learn The Ropes Of Marketing? | Onyx Thinks ASP Opportunities Are A Gem | Is Baan Showing Signs of Life After Death? | Commerce One Selects Entrada Software For Affiliate Program | Oracle – How to Disappoint Analysts by Doubling Profits | Ross Systems Ends Year On a Sour Note and Braces Itself For Survivor’s Game | Will Oracle’s Freebie Shot Hurt (Or Only Graze) Siebel? | Broadbase Continues to Expand | Great Plains – An SME Market Leader, But At What Cost? | Great Plains ASP - Evolution, Revolution, Innovation | IFS Marches On, Although With a String of Losses | Siebel: Great Plans for Great Plains | Commerce One Holds Announcement Festival | Fourth Shift Corporation: Working Overtime To Provide Complete Customer Care | SynQuest Posts Mixed Results | J.D. Edwards’ Mixed Blessings | QAD Continues to Wade Through Red Ink | eConnections Expands Web With IPNet | Geac Trying Its Luck in Partnering | IBM and Partners Load the Guns in Europe | IMI Sees Red In Dawn Of Fiscal 2001 | Ultimate Connection Seeking Its US Retail Connection Through Solomon Software Partners | New Release For Ariba’s Software | Thru-Put Announces Features For New APS Release | Oracle Applications - An Internet-Reinvented Feisty Challenger | American Software Has Been Starving While Delivering Innovations | Interelate: More on Tap Than Apps | Intentia Has Been Bleeding For Its Platform Independence | ERP Belle Époque Officially Ended With the Demise of Baan and SSA | PowerCerv Facing Another Stormy Season | The Pros and Cons of Collaborative Planning | MAPICS Back On Track, But Not Without Restructuring Pains | Global Vendor Negotiation Strategies | Winner Takes All – Siebel Ousts SalesLogix From Solomon’s Deal | PeopleSoft 8 Launched – Anything to Write Home About? | Lipstream Speaks to Kana | PeopleSoft: No More a Humble Kid From a Rough Neighborhood? | IBM Nabs Another Application Vendor | Epicor Software Corp.: How Far From Being 'One-Stop' Shop? | SCT Comes Back With a Vengeance | Peregrine Polishes the Old In-Out-and-In-between | Lawson Software Marches Over $300M Milestone | SAP Remains Solid While Transitioning | They Can Run, But You Can’t Hide | How Has Made2Manage Systems Been Managing Itself? | Mirapoint Launches Global Partner Program | Siebel Enters Smaller Markets in a Big Way | Baan Defectors – Is This Only Tip of an Iceberg? | Is Fourth Shift Succeeding in Providing 'Complete Customer Care'? | SAP - A Leader Under Reconstruction | How Detrimental Can a 2nd-In-Charge’s Departure Be? | Can Geac Reshuffle the ERP Standings? | ERP Getting a New Breath of Fresh Air in Europe | Has Market Been Too Harsh On Great Plains? | J.D. Edwards Chooses Freedom to Choose EAI | Siebel Has Done It Again – This Time with Navision | American Software - A Tacit Avant-Garde? | Ross Systems, Inc.: In Process of Renaissance | How Has MAPICS Been Extending? | PeopleSoft Manufacturing - This Time For Sure?! | i2 Technologies’ Latest Offering: J. D. Edwards OneWorld™ | SAP to Become Leaner, Meaner and More Organized | J. D. Edwards FOCUSes on Active Supply Chain | Infinium Software, Inc.: Having All the Right Cards? | Access Commerce Spices Up North American CRM Fray | No More Mr. Nice Guy With J.D. Edwards | Enterprise Resource Planning Systems Audio Conference | IFS Far Cry From Running Out of Breath | ROI Systems, Inc.: Will Slow and Steady Remain in the Race? | Baan Yet Another ERP Vendor to Find a Sanctuary Under Invensys’ Wing | MAPICS Red Ink Stained While Extending Its Offering | Intentia’s Growing Pains | Ross Systems’ Renaissance Yet to Happen | Epicor Continues To Bleed | Symix Systems’ Slips Into Red During Its E-Commerce Transition | Should PeopleSoft be Overly Happy? | SAP Gives in to CRM (Part Time) Matrimony | Will Solomon Finally Satisfy Great Plains’ Insatiable Appetite? | Baan Sinks Deeper into Red Quicksand | Oracle Corporation: Flying High for Being Jack-of-All-Trades and Master of Some | Lawson Software’s CRM and ASP Moves – Wise, Bold, Injudicious, Enforced, or Something Else? | Is SAP Stumbling? Perhaps. | Yet Another ‘Big 5 ERP’ CEO Casualty | Navision Software a/s: Mid-market iNvasion | Infinium Putting its Cards on the Table | Getting Strangers to Take Your Candy | Enlightened Self-interest Launches CRM Information Source | Essential ERP – Current Market Trends – Part II | Will That Wretched ERP Finally Die? Possibly, But Only the Acronym! | Yet Another ERP/CRM Partnership | Oracle Flying High on Q3 Report: Is Gold All That Glitters? | Navision Becoming More Visible | Geac Announces Q3 Results and Acquires CRM Vendor | ERP Demand Being Re-heated | MATRAnet Converts Confusion to Cash | ERP Vendors Venturing into PSA | Solomon Software: Breaking Away from Perception as “Best-of-Breed-Accounting” Vendor | JD Edwards’ Alliances: Is It Too Much of a Good Thing? | GLOVIA to be Resuscitated (Hopefully) | JD Edwards Reports Strong License Revenue Growth in Q1 2000, but… | Intentia Attempts to Become ‘Lean and Mean’ | Vendors Begin to Round Out Their CRM Suites | J.D. Edwards Names SynQuest Preferred Solution | Oracle Integrates Front and Back Office with Applications 11i | PeopleSoft's CEO Steps Down | SSA Seeks Support from Synquest | SAP sets up Apparel and Footwear team | Geac and JBA Join Forces to Form New ERP Giant | Computer Associates, Baan Japan and EXE Announce Strategic Alliance to Provide Total Supply Chain Management Solutions | Oracle to Enlist BPA Systems in its Mid-Market Quest | SAP Lowers Revenue Expectations | Symix Maintains Consistent Profitability Despite Y2K Market Conditions | Software Leasing Trend Slams Baan Earnings | Intentia Americas Gains Momentum with 10 New Deals Inked During Last Two Weeks | MAPICS Reports Solid Profitability Despite Dismal Fiscal 1999 4% Growth | Baan Releases New Supply Chain Products | French Government awards ERP contract to Peoplesoft | Business Software Firms Sued Over Implementation - Lawsuits Bring ERP Problems to Light | Geac Metamorphosises JBA Into Gear, but Cuts 20% of Staff | J.D. Edwards Incurs Further Losses In Third Quarter | Intentia and Dash Associates Team Up | Key Product Delays Take a Toll on Oracle Users | ERP Packages For Midsize Firms in the Works | QAD Reports Third-Quarter--Revenue Rises 56 Percent | Industri-Matematik Posts 2Q00 Loss But Sells CRM | Pronto ERP 'Coming to America' | SAP Finds CRM Partner for Marketing Tools | System Software Associates Announces Fiscal Fourth Quarter Results - The Agony Continues | Boeing Expands Baan Licensing Deal | Oracle Reports Strong Profits | QAD Offers Improved E-Commerce Applications with Greater Flexibility and Customization Capabilities | Heads Roll at Consulting Giant in Wake of SEC Investigation | Is Baan Clinically Dead? | Manhattan Associates Partners with Intentia | PeopleSoft Completes Acquisition of Vantive; Vantive CRM Applications Integrate with PeopleSoft and Other ERP Systems | SAP, PeopleSoft Earnings Look Brighter; ERP Strikes Back | Great Plains on a Shopping Spree | Geac Upgrades Accounting And Human-Resources Apps -- SQL Release 6.0 Simplifies Purchasing And HR Services For Midsize Companies | MAPICS, Inc. to Acquire Pivotpoint, Expanding e-business Offerings for Mid-Sized Manufacturing Establishments | PeopleSoft Takes Aim at Foods Industry | ERP Vendors Moving to Aerospace and Defense Markets | PeopleSoft Recuperating Slowly, Hoping to Sink 1999 into Oblivion Quickly | Baan Posts $236 Million Loss and Sells Off Coda for Nearly $40M Less Than It Paid | Symix Expands Its Product Offering While Remaining Profitable | IFS Continues to Blossom | Siebel Sees Farther on Shoulders of Giants | SAP Declares Victory Over Manugistics, Takes Aim at i2 | Food Producer Files $20m Lawsuit Against Oracle | Sybase and MicroStrategy Team on Vertical Market Portal Applications | Oracle Loses Again | PeopleSoft Programs Cause Headaches at Number of Universities | Hummingbird Announces Extraction and Portal Strategy for ERP | SAP Posts Solid Q499, but Warns of Q100 | Analysis of Lawson Delivering New Retail Analytic Capabilities | ERP Vendor Lawson Software Extends to IBM's DB2 Universal Database | J.D. Edwards Teams with FRx Software to Improve Reporting Solutions | SAP and HP on the Web Together | Analysis of SAS Institute and IBM Intelligence Alliance | E-Commerce Lesson: Success Gets a Yawn, Failure Takes a Beating | SAP's New Level of e-Commerce: mySAP.com | BAAN Announces "Open World": Business-To-Business Collaboration Over The Internet | Remedy Makes CRM a Personal Matter | Lawson Plays Well With Others | eMachines to Buy FreePC | The "S" in SAP Doesn't Stand for Security (that goes for PeopleSoft too) | Oracle Co. - Internet Paradigm Boosts Applications Growth | J.D. Edwards and Numetrix Ponder the Future as One | Symix Sytems: Shifting SME's Focus to Their Customers | MAPICS: Will Customer Satisfaction be Enough? | Intentia: Java Evolution From AS/400 | SSA: Evolving into systems integrator to survive | JBA: Will it remain "@ctive Enterprise"? | Marcam Solutions: Shifting its Focus to MES | Industrial & Financial Systems, IFS AB: Thriving on Product Flexibility and Incremental Deployability | Enterprise Resources Planning (ERP) Market - Dismal 1999, the New Millennium to bring Relief (for Some) | Lawson Software: Self-Evidently Thriving on Innovations | QAD Inc.: The Art of Vertical Focus | Great Plains: Strong Channel and Microsoft focus for Dynamic(s) Growth | SAP's Dr. Peter Barth on Client/Server and Database Issues with SAP R/3 | Baan E-Commerce: a Wing, a Prayer & a Single Platform | J.D. Edwards - Creating OneWorld of Mid-sized ERP Users | Q: Who Wants to Marry a Multi-Billionaire? A: Baan -- Foster Care for Its Orphans Needed As Well | Geac Computer Corporation: Mastering Growth by Acquisitions |


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