A simple question, the ERP consulting practice consists of process development and implementation. The process practice can be done by anyone and does not require SW skills, so it does not mean that these employees are not fit for job, they are SME’s much like what C2C must have employed to get the defense business underway.
As regards implementation, ABAP is a language not restricted to SAP its has broader applications. No college in the world teaches ERP or for that matter SAP so each company will skill / train / teach its employees on how to implement ERP. So nothing new here.
C2C has openly said that they are a software company and are also keen to use the SW skills for AI / ML / Mfg 4.0, yet again they are talking about using sensors and collecting data from sensors. Successful or not only time will tell but if there is an order from Malaysian navy and they have supplied i would like to believe that the process for qualification is there to show POC and then award business. No defense organisation will award business like lala company. If they fail there then the defense story will be over for good.
Now coming to use of fancy words which you have strong reservations, see any IT company and you will see AI / ML etc, which includes TCS, Infy etc all announced more than 1 year back in media and yet not 1 application which can be demonstrated for industry, so by your yardstick they should stop mentioning such things on their website and also they will be cheating their investors.
The employees in all companies keep looking out for jobs so what is so great about that, they dont know about defense, they are software developers and they need to know how to write codes, domain experts are the retd personnel on the board.
They are expanding into other business, obviously to diversify, why cant they not do it and why should they not, best is to consider defense as one of the verticals if you hate the word defense experts. TCS / INFY started as BFSI experts now they are into everything including BPO which includes setting teams to outsource finance and procurement operations, so should they do it or no and will they need software people to do it. These companies have hired BSc grads to reduce costs, are these grads knowing coding or anything related to IT.
Your analysis is commendable and very detailed and congratulations for it, but you are trying to thrust your views to be able to force your point of view, you dont like the company fine, make your point and let people decide what to do but the peripheral analysis on employees, why they want to expand and why spend more on ERP etc is not making sense.
Dont mean to offend you but in investment dont jump in with inherent biases. All SME’s start in this way and find their way through if the management is good and capable and will hence be able to scale, the success rates are less than 5% for this reason. Investment in such businesses is a lottery and lot of assumptions need to be simultaneously right.
