Enterprise Software's Next Reckoning

Forrester's analysis maps a shift in how companies buy and deploy software: away from monolithic, vendor-locked platforms toward composable, API-first architectures that let teams pick best-of-breed tools. This erodes the moat that traditional enterprise vendors (Salesforce, Oracle, SAP) built on switching costs and integration lock-in. They now compete on individual module quality rather than ecosystem control. Vendors who function as components in larger stacks will win; those clinging to all-in-one positioning as enterprises piece together custom solutions will lose.