I think one thing any founder or shareholder of a "cloud-based" startup can take away from this is that the Big SaaS Co's are getting itchy feet and are needing to invest (read:buy) some bleeding-edge cloud technology to feel that they still have skin in this game. There might be some good exit opportunities here.
SAP buys SuccessFactors, Salesforce buys Heroku, etc.
These companies have money, difficulty hiring a-game talent and a lack of industry foresight. You can help them and they'll no doubt pay handsomely for it.
A huge part of the ERP business model is on-premises install/config. By leaving implementation to others, traditional ERP vendors avoid the risk of actually getting it to work properly. They're accustomed to selling a box of tools and pointing you to an army of consultants who will gladly take a shot at making it work. By the time you have anything to test, SAP has long since cashed your license check and booked their revenue.
SAP buys SuccessFactors, Salesforce buys Heroku, etc.
These companies have money, difficulty hiring a-game talent and a lack of industry foresight. You can help them and they'll no doubt pay handsomely for it.