Thanks I think this is a really interesting way to look at things.
What is the market for "wide" applications though? It seems like any particular business can only really support one or two of them, for some that will be SAP and for others it might be Salesforce (if they don't need much ERP), or (as you mentioned) some giant semi homebrewed Oracle thing.
Usually there is a legacy system which is failing but still runs the business, and a "next gen" system which is not ready yet (and might never be, because it only supports a small number of use cases from the old software and even with an army of BAs it's difficult to spec out all the things the old software is actually doing with any accuracy).
What is the market for "wide" applications though? It seems like any particular business can only really support one or two of them, for some that will be SAP and for others it might be Salesforce (if they don't need much ERP), or (as you mentioned) some giant semi homebrewed Oracle thing.
Usually there is a legacy system which is failing but still runs the business, and a "next gen" system which is not ready yet (and might never be, because it only supports a small number of use cases from the old software and even with an army of BAs it's difficult to spec out all the things the old software is actually doing with any accuracy).
Or am I not quite getting the idea?