Archive for May, 2012

Interesting read on BMC Software…implication for broader space?

Thursday, May 31st, 2012

This is worth a read.

http://www.sec.gov/Archives/edgar/data/835729/000119312512254542/d360749dex1.htm

The question that I have is “where do the traditional Big-4 IT Management vendors go from here?”

In the past, the big vendors have been able to acquire their way out of the “lack of innovation from within” problem. But today, the values of the new wave of companies surely put them out of reach.

Both Splunk and SolarWinds are sitting with market caps above $3bn…..and when Service-Now IPOs later this year it’s going to surpass both of them (my speculation of course).

The issue is that investors have realized that the IT infrastructure is fundamentally changing and with it, the entire discipline of IT Mgmt will change. Products that were designed in pre-Cloud, pre-Big Data, pre-Mobile days simply won’t work for today and tomorrow’s IT infrastructure and applications and the heavy business models of the past are being dismantled.

So investors are looking at companies like Service-Now, Splunk and SolarWinds and seeing the future and are rewarding them as such. Boundary is evidence of a further revolution that is coming.

What to do? Not my place to say but, certainly not the time for the faint of heart. Bold moves needed.

Ready for the long weekend after a good week at @boundary

Friday, May 25th, 2012

Lots achieved this week.

- Our UI team has been busy implementing what seems like a huge amount of enhancements to the UI to enhance customer experience. Impressive.

- I’ve been in numerous customer meetings showing them the power of boundary and getting great feedback

- Also multiple investor meetings this week….we’ll be doing a Series B some time in the not too distant future

- 3 more paying customers signed up, another one verbally committed (waiting for final docs)

- New hire started on Monday, another committed for early June

Off to Carmel Valley for the weekend (waiting until tomorrow morning though to hopefully avoid the traffic)

Busy week next week….

We’re going global….first Latin America customer for @boundary today

Thursday, May 24th, 2012

Already have customers in the Philippines and New Zealand and a quick look at our real time dashboard shows us receiving data from many more countries….

(yes we show you your traffic by country….as well as by network and protocol and…..)

First time for everything…flowers

Thursday, May 24th, 2012

One of our engineers informed me via email a couple of days ago that these were on my desk…..no idea who they were from but there was “a card”.

Not every day that a guy gets flowers delivered to the office…..in fact after thinking about it, I believe that this is the first time in my life that someone has sent me flowers.

The question is…what do I do? Ask my colleague to open the card (there is a risk of embarrassment here depending on what and who is on the card) or just hang with it and wait until I’m next in the office.

Well, you open the card of course. I’ve got nothing to hide (at least nothing I can remember).

Anyhow, to the individual that sent these to me….thank you.

For anyone else, if you want to deliver a gift to me (who doesn’t love that?) then Tequila always works :) Well, and Vodka of course.

@boundary – from Fire Fighter to Smokey the Bear

Friday, May 11th, 2012

One of the reasons I like talking to Cliff, is that he always has a different angle for me to noodle on.

We were talking about how the traditional model in IT operations is that they are always in fire fighting mode. Jump from one fire to the next, trying to douse the flames and prevent the building from burning down.

Boundary is helping to change that way of operating. We are showing our customers the changes in the behavior of their applications so that they can get ahead of problems and prevent them from occurring.

DevOps environments are already operating this way (potential problems are opportunities to improve) but most IT operations teams certainly don’t think this way (problems are inconveniences)

We’ve seen this in some instances with companies trialling Boundary….we show them issues that are forming in their environment but, because those issues have not yet become fires, they are not interested in dealing with them.

We need to move IT ops thinking from fire fighting to fire prevention.

Join @boundary for drinks on Thursday evening?

Monday, May 7th, 2012

Inviting all friends of boundary to join us….customers, maybe customers, non-customers, press, analysts, generally smart people, friends of anyone at boundary……come join us for drinks and appetizers.

No sales pitch. No marketing stuff. Nothing to listen to. Just lots of interesting people to meet and talk to.

Contact us for venue.

Spire.io discussing using @boundary with cloudkick and #nagios

Friday, May 4th, 2012

Thanks to Boundary customer Spire.io for the shout out.

http://www.spire.io/posts/our-architecture.html#comment-517959961