The OA industry has been a bit busy recently. This excitement may come from "Pan Micro (603039)" going to the main board and becoming the first listed company in OA industry. Pan-micro listing not only brought shock to OA industry, but also made other companies busy.
time base
65438+ 10/2, Lan Ling was busy quitting the New Third Board and had to follow Pan Wei's footsteps to land in the main board market.
65438+ 10 issue 13, after the pan-micro listing, it promoted mobile office nationwide and vowed to popularize mobile office throughout the country;
The basic situation of the two companies, Bian Xiao help you organize as follows:
Time of establishment:
Pan-micro software 200 1 year, lanling software 200 1 year. Lanling started as a system integrator, and Pan Wei started as a cooperative enterprise.
Brand name:
Lanling was changed to Lanling Software, and Pan Wei was changed to Pan Wei Network Technology. According to historical data, Lan Ling and Pan Wei never changed their names in essence, but added the word "shares" during the shareholding system reform.
Backed by mountains: Lanling once relied on ISV of Lotus Notes, and Pan Wei has been fighting alone; Judging from the current development of the three companies, only Pan Wei has become the first listed company in the industry, so dependence may be very important in the development process, which will allow you to take off smoothly, but it will also form dependence and inertia. Only by working hard on your own skills can you have better and longer-term development.
Product system:
Pan-micro has always been developed in java. With the decline of NOTES, Lanling has to switch to JAVA. Pan-micro is highly commercialized and far from small companies and large customers. Lanling's role as an ISV has not changed, and the degree of productization is low, mainly focusing on project delivery. This is indeed a great challenge to the future development of Lanling, because the delivery of development-oriented projects can not be scaled up, and it can not be nationalized without scale, and it may only be precipitated in a corner. The current public financial data also proves this point. The business performance of Panwei is basically twice that of Lanling, and there is a tendency to continue to expand.
Ability to be good at: Pan Micro is good at products. Judging from the current data, the core engine of pan-micro software is relatively extensible. Many pan-micro customers are using pan-micro products for business management, such as suppliers and distributors. It can be seen that pan-micro products have completed the transformation from software products to software development platforms. Many customers in Pan Wei started using 8.0 from Pan Wei's 1.0 products, and haven't changed it for more than ten years, which is a miracle (pa) in the field of management software. Lan Ling is good at consulting, especially at knowledge management consulting. Knowledge management is indeed a tricky direction, because knowledge management can be said to be whimsical and unconstrained, but customers who have knowledge management know that knowledge management is more practical and effective as long as they can accumulate documents quickly and conveniently. Those who listen to the dazzling concepts and reasons of knowledge management and go to the knowledge management system can only swallow all kinds of pain by themselves.
Talent reserve:
Pan Wei and Lan Ling are basically people who fought in the system. Comparison of age structure: Zhiyuan should be driven by the post-60s, Lanling is also the post-60s, and Pan Wei is the post-75s with the post-80s and post-90s. Sometimes the age is really unforgiving. In shopping malls, such as battlefields, energy and physical strength play a decisive role in hand-to-hand combat, and youth may sometimes be the most important capital.
Boldly predict the possible future development;
With the listing of Pan Wei's main board, a new round of war in OA market has been ignited. How to develop the war situation, and listen to Bian Xiao's analysis:
On the market:
In the first quarter, Lanling also actively followed up the National Mobile Office Tour (yan) and chan launched by Pan Micro. Form is not important. What really competes is the company's brand reputation, market coverage and the value of its own products. The winner is the one who can impress customers and bring value to them.
In terms of talents:
Pan-micro has fully launched social and campus talent recruitment, and actively recruited talents for the next OA war. Lanling has not moved so far;
In terms of products:
Private cloud OA products: Pan-micro has OA development platform and mobile development platform, but Lanling hasn't seen it yet;
On public cloud OA products: Pan Micro Cloud OA eteams is an existing platform for cloud OA products, and the traffic viewed from the Internet has ranked around 5,000 in Chinese websites, and Lanling may have fallen behind in cloud strategy;
Mobility: Pan Wei is currently promoting similar mobile portal products, which meets the needs of enterprise customers to integrate mobile applications after the great development of mobile applications in recent years. However, due to the early attachment of Lanling, the development of mobile terminals is slow.
As far as capital is concerned:
Pan-micro has been listed, and Lanling may be a big watershed of the Third Board. Judging from the published data, Pan-Micro reserves nearly 600 million in cash, and Lanling is in the tens of millions. As the old saying goes, the soldiers and horses have not moved food and grass first, and cash is ammunition and medicinal materials. It is an eternal truth that cash is king. It is conceivable how much pressure the current situation has on Lanling.
To sum up, Pan Wei is far ahead of Lanling in terms of talents, products, capital and market, and the next three years may be the most exciting but unimaginative World War I in OA history.
From Bian Xiao's point of view, Pan Micro has been listed on the main board, with richer financing means and lower cost. It is very likely to use the power of capital to buy Lanling, so that the battle will end as soon as possible. This result may be beneficial to the market, customers and related companies.