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The proliferation of work apps has become unsustainable. It's beginning to actually erode worker productivity.
If the last decade was about unbundling Microsoft Office and Google's G Suite, the next decade will be about a "rebundling" of work.
A few thoughts on this trend
If the last decade was about unbundling Microsoft Office and Google's G Suite, the next decade will be about a "rebundling" of work.
A few thoughts on this trend
1) 30 years ago, Microsoft launched its Office suite. Today, 1.2B workers rely on Office products to do their work.
15 years ago, Google launched G Suite and made work more real-time & collaborative.
And in the last decade, innovative & agile startups unbundled the two giants.
15 years ago, Google launched G Suite and made work more real-time & collaborative.
And in the last decade, innovative & agile startups unbundled the two giants.
2) These startups won because they were consumer-like & design-first, because they were built in the cloud, & because they went to market bottom-up.
At @IndexVentures, we've backed a number of them: @SlackHQ, @figmadesign, @NotionHQ, @Pitch
I used to work at another, @airtable.
At @IndexVentures, we've backed a number of them: @SlackHQ, @figmadesign, @NotionHQ, @Pitch
I used to work at another, @airtable.
3) These are incredible products that have revolutionized worker productivity & collaboration.
But there are *too many* work apps now.
An @okta survey found that the average large customer increased app usage by 68% in 4 years.
76% had apps duplicative with a Microsoft app.
But there are *too many* work apps now.
An @okta survey found that the average large customer increased app usage by 68% in 4 years.
76% had apps duplicative with a Microsoft app.
4) This is especially true during COVID, when app downloads have soared:
5) The reaction to this will be a rebundling of work.
This means all-in-one workspaces like @NotionHQ or @airtable that act as an organization's central nervous system.
And it means tools for context & search like @Guru_HQ, @getcommande, & @usefyi.
This means all-in-one workspaces like @NotionHQ or @airtable that act as an organization's central nervous system.
And it means tools for context & search like @Guru_HQ, @getcommande, & @usefyi.
6) And yes, this plays into the hands of Microsoft & Google, who can offer inferior products that win because they're bundled (see: Teams vs. Slack).
But it also means a new class of startups—ones that tie together best-in-class apps & strip away work's recent noise & clutter.
But it also means a new class of startups—ones that tie together best-in-class apps & strip away work's recent noise & clutter.
