Wait, what?
The big ERP vendors aren't under any threat, the small ones are.
No business is going to switch from a system that has armies of low-paid consultants to in house AI developed system that has effectively zero consultants who can come in and perform the deployment with tested integrations to their accounting system, their 200 suppliers, their customer systems and their 3rd party auditing systems.
But, small businesses who were not going with a 12m contract for 5 consultants, and who dont have any need for integrations to suppliers, customers and 3rd party systems can do their own systems.
It sounds like you are very far removed from ERP and business systems in general.
All magnetic coding is going to do is further entrench existing large systems because new systems, whether AI generated or not, will be too numerous for any one of them to gain traction.
Are you sure about that? Because thats exactly what Klarna is doing/has done.
https://threadreaderapp.com/thread/1957789124930286065.html?...
That link does not say that they are switching away from a system that requires armies of consultants to implement.
AFAICT, they are switching away from Jira (Atlassian/confluence products). Those are not ERP systems.
Once again, I must point out that the these sorts of assertions reveal that the person making the assertion has never been involved in an ERP rollout, neither a big one nor a small one.
And, again, I reiterate, the only threat is to small players in the market, who don't have a community to hire from. Because to become a big player, you need to gain traction as a small player, and if every small ERP system can be replaced with an AI generated system, non single one is ever going to gain traction (Why pay $10/user/month for a basic system when you can have AI generate that for a once of fee and some employee time?)
It was developed by a single guy in the IT department and she liked it.
About 5 years ago the company was acquired, and they had to move to their COTS 'enterprise' system (Maconomy).
All staff from the old company had to do a week long (!) training course in how to use this and she hates it.
In future I think there will be more things like 'Time' (though presumably not MS Access based!)
The most heard gripe was the concurrent access to the database file but I think that was solved by backing the forms by accessing anything over odbc.
It looked terrible but also was highly functional.
That's my assertion - those things like 'Time' can be developed by an AI primarily because there is no requirement of an existence of a community from which to hire.
It's an example of a small ERP system - no consultants, no changes, no community, etc.
Large systems (Sage, SAP, Syspro, etc) are purchased based on the existing pool of contractors that can be hired.
Right now, if you had a competing SAP/Syspro system freshly developed, that had all the integrations that a customer needs, how on earth will they deploy it if they cannot hire people to deploy it?
It was for school, and I recently found the write up and was surprised how well the system worked.
Ever since I've marvelled at how easy it was to build something highly functional that could incorporate complex business logic, and wished there was a more modern equivalent.
am I really? it sounds so many people in big ERP service providers are oblivious of the tide rising that will wash them away, because you know what - most of these companies are super pricey, super slow, very messy and tend to fail large-scale projects that cost millions? I've seen this happen personally, and I have personally, as a sole player implemented ERPs with custom inhouse software.
Trust me brother, I know ERPs very well and seen hundreds of high-profile fakers that have zero knowledge of E/R, Business Architecture, and integrations, that still believe they can get away with nonsense.
Hope you're not one of them.
That said, plenty of banks still run on mainframes and use COBOL.
https://www.salesforceben.com/klarna-salesforce-workday-part...
Agents are limited. With you so far.
> This week we get a demo of a vibe coded frontend that is more beautiful and easy to use than any ticket management system I have seen
Again, totally matches my expectations. Agents totally make pretty stuff that looks like working software.
I just haven't drunk enough management wine to connect the dots and figure out these facts support a jira replacement.
It also gets me wondering, if Atlassian leaned more heavily into AI (More vibe coding, more agents, more layoffs) would they have been able to keep the Klarna contract?
I've been part of enough ERP contracts to know that customers evaluate their options based on how easy it is to hire consultants on the open market.
I did do quite a lot of custom software prior to AI-slop, and that market is completely destroyed with vibe-coding agents. The ERP one looks like it is simply going to further entrench the big players, because new ERPs evolve from some custom application, and once that pipeline is gone, your choices are going to be "build it yourself with no ability to hire for it" or "Go with one of the existing behemoths".
My argument is that AI will remove the pipeline that leads to incumbents seeing more competition.
In the not not so distant future (5 years? 10?) that consultant market will be of people with very good process knowledge and very good prompting skills. Which might or might not be in a good part the same consultant market we have today.
I've not seen anything as easy to use as the Access visual query builder and drag-n-drop report builder thing.
It's certainly not "SAP 10 million dollar deployments". we see implementation rarely run into 6 figures for SMB distributors and manufacturing firms. That's less than most of their yearly budget for buying new fleet vehicles or equipment