ERP Strategy and Planning

Anthropic’s Fable 5 Release Renewed Pressure on Enterprise Software Stocks, Valuations

On June 9, enterprise software stocks like Workday, Oracle, and Palantir Technologies saw declines of around 3% due to renewed investor concerns following Anthropic's launch of Claude Fable 5 and Claude Mythos 5, which hinted at AI's potential to disrupt traditional software subscription models and raised questions about the sustainability of pricing in an increasingly AI-driven landscape.

Analytics and AI

Google Cloud Adds NTT DATA to Gemini Enterprise Delivery Push

Google Cloud is enhancing its Gemini Enterprise partner strategy through an expanded collaboration with NTT DATA to facilitate the deployment of enterprise AI solutions, aiming to create a dedicated practice that supports 5,000 certified experts and the development of 500 AI agents to effectively transform business operations.

Analytics and AI

Google Cloud Partnerships: Gemini Enterprise Pushed Deeper into Workday and IBM Delivery

Google Cloud is advancing Gemini Enterprise into enterprise AI through expanded partnerships with Workday and IBM, focusing on integrating HR and finance agents into workflows and enhancing delivery capacities with industry-specific solutions.

Workday office building | Workday and Groundswell take US federal agency to the cloud

Analytics and AI

Workday’s Moat Is Real—But AI Is Testing Its Limits

Two analysts offer diverging views on Workday's long-term viability, with Joe Schmidt suggesting that AI may erode the structural switching costs that currently protect it, while Josh Bersin argues that Workday's established frameworks position it favorably as AI evolves, highlighting a critical market shift towards architectural effectiveness in ERP and HCM systems.

Analytics and AI

Is Workday CTO’s Exit to Anthropic Signaling Escalating AI Pressure on HCM Platforms?

Peter Bailis's shift from Workday to Anthropic underscores a talent migration trend from traditional enterprise software companies to AI-native platforms, reflecting a significant competitive landscape change in the industry.

Analytics and AI

Workday Names Co-Founder Aneel Bhusri CEO as Company Reorients Leadership for AI Era

Workday appointed co-founder Aneel Bhusri as CEO, succeeding Carl Eschenbach, to lead the company's next phase focused on leveraging AI within enterprise applications while maintaining operational discipline established during Eschenbach's tenure.

Vancouver skyline representing Canada’s growing enterprise technology and cloud investment market.

Human Capital Management

Workday to Invest CAD $1 Billion in Canada as Demand Grows for Compliant, AI-Enabled ERP

Workday plans a CAD $1 billion investment in Canada to expand talent, operations, and customer support as demand grows for compliant, AI-enabled ERP software.

Employee slumped in front of several computer monitors.

Business Process Management and Automation

Workday Research Finds AI Productivity Gains Are Lost to Rework

Workday research finds nearly 40% of AI productivity gains are lost to rework, as employees spend significant time correcting and verifying AI output, exposing gaps in how organizations measure and manage AI impact.

Analytics and AI

Retail AI Hits NRF 2026: SAP, Microsoft, Workday Turn Agentic Platforms into New Operating System for Stores and Commerce

Retail tech giants SAP, Microsoft, and Workday are leveraging AI to transform commerce operations into integrated, agent-driven systems at the NRF 2026 event, showcasing a shift from isolated applications to comprehensive retail infrastructure.

Human Capital Management

CloudRock Acquires SuccessDay to Offer Independent Alternative to Large System Integrators

CloudRock has acquired Dutch HR-IT firm SuccessDay, expanding its European footprint. The deal combines global ERP expertise with regional advisory and AMS, offering clients integrated support across Workday, Oracle, and SAP.

Human Capital Management

Epic’s Healthcare-Native ERP, AI Gambit: Disruption or Long Game Against Major Players?

Epic's development of a healthcare-native ERP aims to integrate seamlessly with its EHR and AI features, potentially disrupting the market by consolidating operational functions while forcing health systems to reflect on their existing application frameworks, though full capabilities are not expected until 2027.

Governance, Risk, and Compliance

Workday’s EU Sovereign Cloud to Support Compliance, AI Adoption

Workday announced its EU Sovereign Cloud, set for 2026 release, which enables European customers to utilize AI-driven HR and finance solutions while ensuring compliance with emerging data regulations.

Cloud Platform and Technology

Higher Education Races to Modernize ERP as Cloud, AI Pressures Intensify

Higher education institutions are rapidly upgrading ERP systems to embrace cloud flexibility and AI readiness, viewing modernization as essential due to budget constraints, enrollment dynamics, and the demand for streamlined digital experiences.

Analytics and AI

Workday Boosts ERP Automation with Pipedream Buy, BigQuery Patnership

Workday has announced plans to buy Pipedream to enhance ERP-native automation with over 3,000 pre-built connectors, and partnered with Google BigQuery to improve data integration and analytics, while also expanding its Workday GO solution for global payroll and faster deployments.

image of Workday office surrounded by blue skies | Compa

Analytics and AI

Sana Acquisition Promises New AI Tools for Workday Users

Workday's recent acquisition of Sana aims to integrate AI-powered tools into its platform, enhancing productivity and user experiences through new AI agents and a seamless learning system, marking a significant shift towards intelligent ERP solutions.

ERP Strategy and Planning

From SAP Sapphire 2025: Fluence Commits to ‘Speed Over Perfection’ on Hypergrowth Trajectory with SAP

Fluence rapidly grew from $900 million to nearly $4 billion in two years under Dean Crounse's leadership by implementing a 99.7% clean core SAP deployment for digital transformation and supply chain orchestration, enabling them to manage large-scale energy storage projects while focusing on sustainability and AI integration.

ERP Strategy and Planning

Microsoft Announces 2025 Release Wave 1 Plan for Dynamics 365

Microsoft's recently announced 2025 Release Wave 1 for Dynamics 365, scheduled for April to September 2025, introduces various AI-integrated enhancements aimed at improving user productivity across sales, customer service, finance, supply chain management, and business central applications, while also emphasizing the importance of thorough planning and user training for effective implementation.