Our Commitment to Innovation

What’s great about the culture we have at EMC, is that it’s driven by one simple imperative when it comes to our customers and trusted partners – to ensure you’re given all the information and insight you need to make successful mission critical business decisions. We hope that our competitors follow the same train of thought. However, in recent weeks, we’ve discovered that this is clearly not the case with Oracle. Some false information has been put out there in an attempt to disrupt one of the most stable, valuable and trusted assets that our customers have, Documentum. Normally, I don’t respond to sales and marketing theatrics because competition is a good thing. However in this case, I feel compelled to respond, so you can assess

the differences between our two organizations in the ECM arena and make informed decisions based on fact, not hype.

We have tremendous respect for Oracle as a viable competitor and interestingly enough, agree with them on two essential points: that we’re both in business to serve our customers and solve their business problems; and that we are very different companies.

We believe that no software company could be in business in a credible way, if it weren’t committed to innovation. Industry analysts such as Gartner, Forrester and most recently Ovum, have given us extremely high marks in innovation and continue to recognize us as one of the top leading vendors in ECM – a strong contradiction to Oracle’s claims. At issue is the fundamental difference in the approach that Oracle takes versus the one we’re pursing at EMC:

1) Our vectors of innovation are focused on helping customers fundamentally transform their businesses through enabling the New User (who’s inherently more mobile and social), moving their applications quickly to the cloud (Private, Public, Hybrid and portable), delivering content & case-based solutions and providing governance and control over their content (which is one of the largest sources of exposure). In contrast, Oracle is principally focused on having a good-enough, scalable backend, a limited focus on delighting the end user and no recognized case management offerings. While having a focus on cloud, Oracle’s view is that it should come in a box rather than a holistic approach that considers the various deployment models needed and includes managed services for the infrastructure.

2) Our approach to technology innovation focuses on both a best-of-breed and Open System model versus a Verticalized Stack model. We found that there are certain things that the market is far more efficient at innovating and should simply be incorporated. The Lucene Open Source project is a great example for Enterprise Search where we’ve leveraged thousands of developers in a crowd-sourcing model and added our value on top of this foundation. This allowed us to quickly deliver a new compelling Search offering (Documentum xPlore) , rather than spend time and energy re-creating the wheel. Now, while Oracle also sees the importance of Search, they fundamentally believe that pursuing a linear model for innovation is inherently faster than what’s happening in the rest of Silicon Valley. Their decision to pursue a “land-grab” of functionality has led to a broad set of functionality, but also to a non-integrated content stack. We also had fallen victim to the same mentality and have since learned from our mistakes – but that was over 10-years ago.

So what I’ve highlighted for you are the philosophical differences both at the strategic and technology design level where EMC and Oracle are indeed very different. I intend to explore these differences over time, so stay tuned. In the meantime, you need to choose which approach you prefer – one that is far more open and integrated with market movements or one that is insulated within a verticalized data stack.

In the end, you’ll make the best decision on which way to go…and in time, Oracle will learn as we did.

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