IBM to buy Telelogic: Rational, but not inspirational
I know in the blogosphere, waiting a few days to provide comment on an announcement like
this one hardly puts me at the leading edge - but hey. Although I can't claim to be breaking any news, there are a couple of other points about IBM's purchase of Telelogic that I think are worth making.
As many other commentators have explained, in one respect the purchase of Telelogic takes Rational back to its roots as a tools provider to assist with the development of embedded systems. In this respect, the purchase of Telelogic is really all about IBM capturing market share and consolidating the market for engineering tools for complex systems development. This analysis was given extra weight by comments made by Danny Sabbah, the General Manager of IBM's Rational business, when he stressed that investment in Telelogic's tools and capabilities would absolutely continue. If IBM keeps the commitment made by Danny Sabbah, Telelogic customers can breathe a sigh of relief, and so will IBM. Embedded software developers love their tools, and many Telelogic customers will have made an explicit decision in the past not to go with Rational.
When you look at this (the biggest) part of Telelogic's business it's clear that this isn't just the usual story of mature markets consolidating, however. Back in 1999 I spent more months than I care to remember on
this project, which convinced me it was only a matter of time before ubiquitous broadband networking, consumer electronics and the digitisation of content would open up major new markets for tools vendors. The "pervasive computing and content" thing is starting to happen in earnest, in a variety of sectors - including automotive, healthcare, consumer electronics, retail and travel. Where these things come together, consumer-friendly (and that means high-performance, highly-reliable, bulletproof) software is appearing in more places and in more guises. This is new market opportunity, and Telelogic gives IBM the chance to grab more of it.
So far, so Rational.
But what's been more interesting of late, to me at least, is not Rational's heritage but it's future direction. IBM has made it clear that Rational's focus is shifting from being a provider of development tools to being a provider of tools to help manage the process of software delivery - and helping customers
turn IT inside-out. A big gap here has been in the provision of tools that really help customers model above the level of individual systems, and the surprise to me has been that although Telelogic has these (obtained when it bought Popkin back in 2005) IBM's early talk hasn't put much emphasis on their value. To me this is a major missed opportunity as it's a capability that more and more "mainstream" businesses with IT organisations are starting to realise that they need. Enterprise Architecture competency is quite thin on the ground and IBM has a chance to take a significant step forward in guiding customers here.
Assuming IBM does start to think and talk a bit more about Telelogic's enterprise modelling tools (which would seem to make sense, you'd think) my take is that this is one area where the technology would be best served within Rational's own product management structure rather than under Telelogic. As Rational moves its focus more towards managing the process of software development, the Telelogic assets naturally form a specialised sub-piece within the overall picture - but System Architect fits naturally alongside things like
RAM,
RMC,
RPM, and some other stuff I can't talk about yet.
So - I really hope we start to see more from IBM about how the more mainstream capabilities of Telelogic will be taken forward, and if/how it will start to separate those mainstream capabilities from the specialist "complex systems engineering" capabilities.
Labels: acquisition, architecture, EA, ibm, inside-out IT, Telelogic
