> But it looks like sub-ERP functions (payroll, HR, etc) have been tackled by many companies and they are wildly successful.
That's true but TBH, even those that are wildly successful aren't actually that great. I've implemented Workday as a replacement for the user-facing portions of SAP's HR and while it looks good, it's nowhere near as flexible. There's a lot of stuff I would expect to be available in Workday and just isn't. That surprised me as Workday is pretty much the HR market leader.
TLDR; Opportunities are there for new companies to do ERP better. It's not easy though...
That's true but TBH, even those that are wildly successful aren't actually that great. I've implemented Workday as a replacement for the user-facing portions of SAP's HR and while it looks good, it's nowhere near as flexible. There's a lot of stuff I would expect to be available in Workday and just isn't. That surprised me as Workday is pretty much the HR market leader.
TLDR; Opportunities are there for new companies to do ERP better. It's not easy though...