首先分析:Workday对Scout RFP的收购(第1部分:侦察背景,优点/劣势,交易理由)[关系]

金融和人力资源解决方案的提供商Workday宣布了其意图获取童子军RFP凉爽的5.4亿美元现金。对于那些在行业中长期背景的人来说,起初这可能是一种令人难以置信的款项。

But things are a bit different this time, as Scout is bringing rapid growth, material customer numbers (240+ customers) and material ARR growth to the table (we’ll do a back-of-the-napkin analysis of ARR and revenue contribution later in this series). Moreover, it’s an innocuous way for Workday to target procurement without having to go after “the hard stuff” (another key theme we’ll explore).

因此,除了一开始有些令人震惊的数字之外,如果您将交易洋葱剥离,交易就可以开始有意义。所以让我们开始。

As we kick off our analysis in this Spend Matters Nexus series analyzing the transaction, we’ll focus this first brief on providing a quick overview of Scout, graphically explain where it fits in the source-to-pay landscape, explore the provider’s strengths and weaknesses, and then begin to delve into the rationale for the deal from the Workday vantage point.

Later this week, we’ll offer an analysis of the M&A and deal components of the transaction (e.g., estimated multiples), provide deeper insight into the integrations/touchpoints between Workday and Scout, and share an analysis of the impact on the competitive landscape (for competitive ERPs, source-to-pay suites and independent sourcing providers).

杰森·布希(Jas​​on Busch)担任支出事项Nexus的董事总经理,这是一个为技术收购方(私募股权,公司发展等)服务的会员,研究和咨询组织,以及采购万博体育下载app和金融解决方案市场的首席执行官(包括合同管理,B2B市场/连接/连接/连接/连接,间接采购,​​服务采购,直接采购,商品管理,付款,贸易融资,GRC/第三方管理以及相关的相邻部门)。

为了完全访问此支出,成员内容: