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INSIGHTS

Insights and analysis related to various topics associated with supply chain management and software

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Software industry growth is the sum of organic growth and bought growth (M&A)

Software industry growth is the sum of organic growth and bought growth (M&A)

How Much of Software's Growth Is Bought?

Kelly J. Thomas

6 days ago7 min read

121 companies that spent margin to buy growth, sorted by what happened to growth two years loater

121 companies that spent margin to buy growth, sorted by what happened to growth two years loater

The Reach for Growth – What Happens When Software Companies Spend Margin to Grow Faster [1]

Kelly J. Thomas

6 days ago9 min read

Growth and margin in the software industry

Growth and margin in the software industry

The Two Gradients – Growth and Margin in the Software Industry [1]

Kelly J. Thomas

Oct 1310 min read

Apocalypse When

Apocalypse When

Apocalypse When

Kelly J. Thomas

Sep 811 min read

Evaluating supply chains

Evaluating supply chains

Evaluating Supply Chains Using the Value Above Replacement (VAR) Approach

Kelly J. Thomas

Jan 714 min read

Cost of Goods Sold (COGS) and Supply Chain Management

Cost of Goods Sold (COGS) and Supply Chain Management

Cost of Goods Sold (COGS) and Supply Chain Management

Kelly J. Thomas

Dec 2, 202511 min read

aThingz Dynamic Logistics Financial Management and Cost-to-Serve

aThingz Dynamic Logistics Financial Management and Cost-to-Serve

aThingz Dynamic Logistics Financial Management and Cost-to-Serve

Kelly J. Thomas

Nov 5, 202410 min read

aThingz - Rewriting the Logistics Playbook

aThingz - Rewriting the Logistics Playbook

aThingz - Rewriting the Logistics Playbook

Kelly J. Thomas

Sep 13, 202318 min read

What is Supply Chain Visibility?

What is Supply Chain Visibility?

What is Supply Chain Visibility?

Kelly J. Thomas

Dec 29, 202217 min read

Human Behavior and Aggregate Supply Chain Performance

Human Behavior and Aggregate Supply Chain Performance

Human Behavior and Aggregate Supply Chain Performance

Kelly J. Thomas

Dec 21, 202212 min read

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