Recently, Dassault Systèmes (3DS) held its much anticipated annual analysts’ meeting. Being a virtual meeting, we missed out on the fabulous hospitality that we are used to, but it still gave us access to the top management team. COVID-19 did not only affect our meeting, but it also had a significant impact on 3DS. We remember 12 months ago at the 2019 analyst days, the surprise announcement that 3DS had acquired Medidata, the leader in clinical trials software for life sciences. 3DS solutions now support 50% of the world’s COVID clinical trials, and life sciences has quickly risen to the top three industries served.Read More
As I sit in my wee home office in rural Belgium, I am regularly reminded by the most recent news flash that we are in lockdown – do not go out! Unless, of course you are exempted by meeting one of dozens of criteria listed in the government FAQ. It is great to see the threat being taken so seriously; we can only hope the rapid growth in new cases will slow down soon. Even so, we can expect to be confined for a considerable period and continue to support our clients as well as ever.
In our recent eBook introducing research on the factory of the future (FoF), we show that the factory itself will be a hotbed of innovation and a key provider of vital information to help drive Industrial Transformation (IX). The three pillars of IX—people, process and technology—are all vital to success, but today we discuss the pillar that is probably the most important factor that will determine whether the FoF will deliver its promise or not: people.
We recently attended Schneider Electric’s global innovation summit in Barcelona. While LNS Research is most focused on the industry division, it is very interesting to catch up with Schneider Electric’s overall strategy for efficiency and sustainability across the energy and automation solutions spaces. It is great to see a major energy company like Schneider Electric being so singularly focused on sustainability and for that attitude being driven from the top down and into industries where the emphasis on the planet has sometimes been seen as somewhat less important.Read More
Over the last decade, Siemens has gone through a massive transformation, not least in its software businesses. The current home for its comprehensive offerings is the Digital Industries Software (“Siemens”) division (a part of Digital Industries that includes discrete and process controls, automation, and drives). Siemens recently held its annual conference for media and analysts in New York where it brought us up to date on its impressive progress in software solutions. Announcements primarily related to how the company is bringing different parts of the portfolio together. We don’t perceive that as a lack of progress, but rather a demonstration of ever more sophisticated solutions around the Digital Twin.Read More
LNS Research was delighted to be invited again to Dassault Systèmes’ (3DS) annual get together for a small band of diverse industry analysts that cover a wide range of 3DS’ industries and technologies. Quite literally right out of the gate, 3DS surprised us on the bus to the event by announcing that Dassault Systèmes had acquired Medidata Solutions, Inc. for $5.8 billion.Read More
The LNS Research globetrotting team found itself in Hannover last week, excited to see what’s new in the world of Industrial Transformation (IX). The event was as full (or perhaps even busier) than the last two years, it was noticeable that the space for software companies was substantially larger, and the big guys had toned down the one-upmanship: gone were the enormous jet engines, tractors, and other boys’ toys. In their place were small booths demonstrating the latest solutions and lots of open space with tables and chairs for better interaction with show-goers and potential customers.Read More
Manufacturing Operations Management (MOM) solutions provide two traditional functions in the manufacturing plant:
- Support and enforce manufacturing processes and procedures, and
- Bridge industrial automation systems that provide plant floor control to enterprise and business operations systems.
Industry 4.0, Smart Manufacturing are hot topics for companies gearing-up Industrial Transformation. The goals of these ambitious programs while admirable have a long-term view. Here at LNS as we define our upcoming research agenda and delve into Industrial Transformation, it has become clear that many of our clients are opting for shorter term view than the typical large-scale and expensive Industrial Transformation programs.Read More