Roadmap: Supply Chain SaaS

TL;DR

The supply chain software market is growing due to increased digitization, supply chain shocks, and the need for resilience.

Transcript

today i'm going to give you a brief  overview of our supply chain sas roadmap   discuss why we are so excited to be investing in  this space and what types of opportunities we are   most focused on now you don't need me to tell you  that supply chain and logistics is an absolutely   massive market at nearly 10 trillion dollars but  what's impressiv... Read More

Key Insights

• 💗 The supply chain and logistics market is massive and growing, representing a significant portion of global GDP.
• ⛓️ Supply chains are complex and offline, creating opportunities for digitization and software solutions.
• 🥺 Supply chain resilience has become a top priority for companies, leading to increased investments in technology.
• ⛓️ The current supply chain software market is worth $25 billion, but there is potential for it to expand to over $100 billion in the future.
• 👶 Increased digitization in supply chains creates opportunities for new software categories and data infrastructure providers.
• 😶‍🌫️ Middleware providers and cloud-based systems of record enable the development of modern software applications.
• ⛓️ The supply chain software market includes categories such as workflow automation, digital bookings platforms, supply chain intelligence, collaboration, and developer tools.

Questions & Answers

Q: Why is supply chain resilience a top priority for large enterprises?

Supply chain shocks, such as Brexit and trade tensions, have highlighted the importance of resilience. According to a McKinsey survey, 93% of supply chain leaders plan to increase resilience.

Q: What is driving the growth in the supply chain software market?

The growth is driven by increased digitization, including the amount of data being created and the emergence of cloud-based systems of record and data aggregators.

Q: What are some examples of supply chain visibility middleware providers?

Project 44 and FourKites are examples of companies providing supply chain visibility middleware, which aggregates data from various sources to provide real-time visibility into supply chains.

Q: What types of companies are investors focused on in the supply chain software market?

Investors are focused on software companies that streamline manual workflows and optimize supply chain operations, providing seamless onboarding and demonstrating compelling ROI for large enterprise shippers, carriers, and service providers.

Summary & Key Takeaways

• The supply chain and logistics market is worth nearly $10 trillion and represents over 10% of global GDP.

• Supply chains are complex and offline, but there is an increasing trend towards digitization.

• The supply chain software market has the potential to expand to over $100 billion in the next 10 years.