Saw them at a show late last year. They occupy a middle ground–somewhere between ecommerce specific integration services like ChannelAdvisor/Mirakl etc. and generalised integration platforms like Microsoft Azure ISE, Dell Boomi, Mulesoft (all of which need significant design/devlopment teams to delivery real world results–in house or via a delivery partner)
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Definitely there is a new generation of integration-type providers in the market right now. A few of them are centered around the order management space.
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