????外界對Workday的預(yù)期也在穩(wěn)步而迅猛地提升。“Workday終將取代傳統(tǒng)企業(yè)級人力資源軟件供應(yīng)商，成為這個領(lǐng)域的領(lǐng)導(dǎo)者，”Cowen and Company公司分析師彼得?高德曼徹在最近發(fā)表的一份報告中寫道。他指出，這家公司的服務(wù)能百分之百取代甲骨文人力資源管理軟件、仁科人力資源管理軟件、以及SAP人力資源管理軟件。而且，它能以相對更為優(yōu)惠的價格，更為低廉的總體成本，提供更現(xiàn)代化的特性集合，原因在于企業(yè)只需將之作為一項服務(wù)買入，無需為取得所有權(quán)而掏錢。他補充說：“我們認為，企業(yè)最終會發(fā)現(xiàn)，甲骨文和SAP的解決方案是并購的產(chǎn)物，只是一個大雜燴，目前仍有待進一步整合；與之相比，Workday的軟件更具吸引力。”

????要完全取代甲骨文和SAP的人力資源服務(wù)，Workday仍任重而道遠，因為這兩家巨頭迄今仍分別擁有1萬多家客戶。但是，布斯里和達菲爾德確實有本事讓大型競爭對手寢食難安。盡管市場研究機構(gòu)高德納公司（Gartner）的分析師詹姆斯?霍林柴克表示，并不是所有企業(yè)部署了Workday的服務(wù)之后都能大幅節(jié)省資金，但許多企業(yè)表示，管理成本確實出現(xiàn)了大幅降低。比如，金吉達公司就報告稱，與傳統(tǒng)的本地部署人力資源系統(tǒng)相比，部署Workday服務(wù)，5年內(nèi)他們節(jié)省的成本將超過30%；其中節(jié)省最多的一塊在于，無需再支付傳統(tǒng)軟件部署的前期投資和每年的維護費用。

????巨頭們也在紛紛竭力迎頭趕上，甚至不惜為此一擲千金，重金收購。去年12月，SAP宣布，將以34億美元的價格收購人力成本管理軟件公司SuccessFactors。同時，甲骨文以19億美元收購了Taleo公司，后者專注于開發(fā)員工招募軟件。它們的目的均在于，要填補某種程度上已被Workday占領(lǐng)而自己過去有所欠缺的領(lǐng)域。接受《財富》采訪的分析師們一致認為，這些都可稱得上是防御性措施。但它恰恰證明，布斯里和達菲爾德的模式行之有效。“他們（大公司）定會全力以赴。現(xiàn)在，他們已經(jīng)摸著了門道，而且已經(jīng)進場，”前仁科高管史蒂夫?譚南特說。“所以，我認為他們還有機會。”

????譯者：大海

????Expectations for the firm have steadily skyrocketed. "Workday will ultimately dominate the Enterprise HR space at the expense of the legacy providers," wrote Cowen and Company analyst Peter Goldmacher in a recent report. As he sees it, the service is a 100% replacement business for Oracle HR, PeopleSoft HR and SAP HR, offering a more modern feature set at a better price and a lower total cost because businesses can buy into it as a service rather than having to maintain ownership over it. "We believe enterprises will find this pitch more compelling than Oracle and SAP's hodgepodge of M&A based solutions that still need to be integrated," he added.

????Still, Workday is a long way off from displacing Oracle and SAP's competing HR services -- both companies still serve over 10,000 clients each. But Bhusri and Duffield have definitely come up with something to worry larger firms. Though Gartner analyst James Holincheck says some businesses may not see significant savings from Workday's services, there are many businesses who see their cost overhead shrink significantly. Chiquita, for instance, reports it will save more than 30% over five years with Workday, compared with a traditional on-site HR system, the greatest cost savings coming from not having to deal with the up-front investments of traditional software implementation and annual maintenance fees.

????The larger companies are doing their best to catch up, which includes heavy acquisitions. Last December, SAP announced it would spend $3.4 billion on the human capital management software company SuccessFactors. Meanwhile, Oracle bought Taleo, which develops employee recruitment software, for $1.9 billion. Both were bought with the intent of filling in service areas, covered in part by Workday, that were previously lacking. Analysts Fortune spoke to view such moves as defensive maneuvers. That validates Bhusri and Duffield's model. "They'll play a good game, they know what it takes now, and they've certainly been there and done that," says Steve Tennant, an ex-PeopleSoft executive. "So I wouldn't bet against them."