Given the ongoing pricing war, "Infor has to be thinking that the costs will be cheap," Coté added. "The longer-term hope is that their agility - measured by how fast they can code and releases features to their existing products, as well as modify how current features work - will increase as well. We all know in our guts that after four to five years, software is incredibly hard to change due to the code getting stale, supporting middleware being antiquated, and the difficulty of shifting around the underlying infrastructure. I'm not sure 'cloud' will solve those problems, but hopefully it'll make a bit better."
The move to AWS is just the latest in a series of high-profile decisions by Phillips, a former Oracle president, since taking the CEO job at Infor in 2010.
Phillips has been trying to change private-equity-backed Infor's image from more of a holding company for many acquired ERP products, to an innovative software vendor with modern technology and thinking.
He hired several hundred additional software developers and created an internal design agency called Hook & Loop, which created a next-generation user interface for Infor's applications.
Chris Kanaracus covers enterprise software and general technology breaking news for The IDG News Service. Chris' email address is Chris_Kanaracus@idg.com