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When we look at the remaining service providers, we see this acquisition in placing each one into the following these clusters: either positive, problematic or polysemous for the business,\u00a0depending on the context and the opportunity. (We just couldn’t quite give up totally on the P alliteration but promise to stop now.)<\/p>\n
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The Positive Providers<\/span><\/strong><\/p>\nSo, why could the merger of two major competitors create a positive<\/em> event for a PO service provider? Well, one of the key drivers for Accenture in buying Procurian was to expand its bench of seasoned category managers and sourcing experts – especially in direct materials.\u00a0\u00a0 For all three of these specialists listed above, mid-sized providers which also have a depth in sourcing direct materials and category management (as well as consulting and transaction capabilities), are all now serious\u00a0alternatives<\/em> for buyers who may not want to go with Accenture. \u00a0Moreover, they are also acquisition candidates for the service providers which now need to expand their own capabilities in response (e.g. most of the Problematic category).<\/p>\nThe Polysemous Providers<\/span><\/strong><\/span><\/p>\nFor our polysemous service providers it\u2019s a mix of positives and problems, as a result of this deal (and if you didn’t take Latin at school, Polysemous = multiple implications, in this context).\u00a0 GEP is another likely acquisition candidate for the Problematic providers, although the firm has been working hard to position itself as a technology, not sourcing-led, company and so they might not be first on the shopping list. \u00a0 The firm may find that ir has to make decisions as to where to invest if the market begins to place a greater emphasis on sourcing depth over technology in the near-term.\u00a0\u00a0 Infosys and Xchanging are in similar positions, they have some depth in sourcing and some unique vertical strengths, but they won\u2019t have the depth of an Accenture or an IBM in category management.\u00a0\u00a0 What they do have going, is a greater use of proprietary technology than most PO service providers, and so steering buyers towards the value created by technology-led solutions is where the opportunity has emerged for both.<\/p>\n
We also believe that this deal is a mixed blessing for the more traditional sourcing consultants. \u00a0On one hand they now face reduced competition as Accenture\u2019s own sourcing consulting practice will be part of the PMI plan for this acquisition and may emerge quite differently than it has been previously structured.\u00a0\u00a0 It\u2019s also positive in the sense that the smaller independent consultancies may be acquired by the Problematic positioned providers as readily as the likes of a Corbus, Denali or Proxima.\u00a0\u00a0 But things aren’t all rosy; the core consulting business model in sourcing is under threat from the end-to-end capabilities of PO service providers, especially now with the depth of category management sitting in the leading companies.\u00a0\u00a0 Also, for those PO service providers which don\u2019t have the appetite (or cash) to make a sourcing acquisition, the consultants, managers and Partners of these consultancies make for very attractive focused hires to build up practices on a person-by-person or client industry-by-industry basis.<\/p>\n
The Problematic Providers<\/span><\/strong><\/p>\nThis deal is problematic for other PO service providers whose depth and breadth in sourcing specialists and category managers, especially in key products or industry specializations, now clearly stand out as a competitive weakness versus Accenture.<\/p>\n
For Capgemini and Genpact, this acquisition removes an established and growing alliance partner from their own solutions so they will need to invest in category management either through acquisition or hiring \/ organic growth.<\/p>\n
For the smaller PO service providers including Aegis, HCL, TCS and WNS who generally entered the market with or from F&A P2P contracts, they need to decide if this is a sustainable strategy or whether they also need to follow in the footsteps of the larger diversified providers and quickly build up sourcing and category management benches.\u00a0 The alternative is to concentrate more on the transactional processing elements of PO and build their own technology platforms in the way that Infosys, GEP and Xchanging have been going.<\/p>\n
Finally, for IBM, its strengths especially in manufacturing and consumer goods client industries for sourcing and category management are now matched by Accenture\u2019s breadth and client references, and so the head-to-head competition that has marked this part of the market for the last several years has now become even more intense.<\/p>\n
The Bottom-line: \u00a0A spate of M&A has to emerge to re-balance the competitive nature of procurement outsourcing<\/span><\/strong><\/p>\n