The Margin

In this episode of The Margin, Andrew Dailey speaks with Mark Walker, CEO of Nue, about how AI is reshaping revenue infrastructure, pricing strategy, and the future of SaaS. Mark explains why traditional software moats are eroding, why distribution and data are becoming the new sources of defensibility, and how AI-native companies are forcing every business to operate at a faster clock speed. He shares why static seat-based pricing models are under pressure, how companies are navigating hybrid monetization models, and why flexibility in CPQ, billing, and revenue systems has become mission-critical. They also discuss the Salesforce CPQ migration opportunity, what legacy vendors are getting wrong, and why the next wave of winners will help customers adapt and grow, not just process transactions.What You’ll Learn in this Episode:Why traditional SaaS moats are weakening in the AI eraHow distribution and data are becoming the new advantagesWhy pricing is shifting beyond seat-based subscriptionsThe rise of hybrid monetization models across SaaSWhat 6,000+ Salesforce CPQ customers must decide next

In this episode of The Margin, Andrew Dailey speaks with Noel Goggin about how AI is reshaping enterprise software and why speed is becoming the ultimate competitive advantage. Drawing on his experience leading Conga and navigating multiple technology transitions, Noel explains why seat-based SaaS models are under pressure, how companies can rapidly test new pricing strategies, and what it takes to reinvent products without losing existing customers. They explore the organizational changes required to increase “clock speed,” reduce friction, and create capacity, as well as the growing role of agentic AI and internal development. The conversation closes with Noel’s outlook on software valuations, M&A, and where the market is headed over the next few years.What You’ll Learn in this Episode: Why seat-based SaaS models are under pressure  How AI accelerates pricing and product experimentation  The challenge of balancing renewals with AI-driven growth  Why “clock speed” is now a key competitive factor  How agentic AI is shifting build vs. buy decisions

In this episode of The Margin, Andrew Dailey speaks with John Stame, veteran enterprise architect and business systems leader with over 35 years of experience at Atlassian, Microsoft, and Chevron. John shares hard-won lessons from helping Atlassian scale from $100M to several billion in revenue while evolving from a pure product-led growth (PLG) model to a hybrid of PLG, partner, and direct sales. He unpacks the architectural and governance challenges of supporting multiple sales motions, the tradeoffs between suites and best-of-breed solutions, and why it’s nearly impossible to avoid dual stacks. They explore the future of quote-to-cash, including the role of AI agents, data governance strategies, and why enterprise architecture remains critical even as monetization models shift toward usage and consumption-based pricing.What You’ll Learn in this Episode: Why product-led growth breaks down without deliberate quote-to-cash architecture The hidden architectural tradeoffs of adding direct sales to a PLG motion How to rationalize CPQ, CRM, billing, and contracts without duplicating stacks Where governance is essential and where it actively slows innovation How to instrument monetization systems before growth exposes breaking points 

In this episode of The Margin, Andrew Dailey, Managing Director at MGI Research, speaks with Dr. Michael Wu, Chief AI Strategist at PROS, about what other industries can learn from decades of airline experience in dynamic pricing and revenue optimization. Dr. Wu shares insights on building trust in AI, leveraging data to drive price precision, and accelerating quote times in complex B2B environments. They also explore the shift from black-box to glass-box AI, the power of 1% pricing changes, and how CFOs can start preparing now for AI-powered pricing transformation.What you’ll learn in this episode:Why the airline industry became the blueprint for real-time pricing, yield management, and demand sensingHow AI-powered pricing enables businesses to operate dynamically in volatile markets at scaleWhy data readiness and automation are prerequisites for effective AI-driven pricing decisionsHow trust, visibility into pricing decisions, and change management determine whether AI pricing actually delivers valueWhy pricing is the fastest and most powerful lever CFOs can pull to drive margin, revenue, and competitive advantage

In this episode of The Margin, Andrew Dailey, Managing Director at MGI Research, sits down with Praful Saklani, CEO and Founder of Pramata, to unpack the untapped value hidden in enterprise contracts. Despite major investments in CLM systems, most companies still can’t answer basic questions about their agreements. Saklani explains why legacy tools fall short, how AI, especially generative AI, can revolutionize contract intelligence, and why this shift must be viewed as a business-wide transformation. From pricing and renewal optimization to risk management and revenue growth, this episode is a wake-up call for C-level leaders.What You’ll Learn in This Episode: Why most CLM investments fail to deliver insight beyond basic document storageHow fragmented contract data undermines pricing, renewals, and margin expansionWhy contract intelligence is a CEO-, CFO-, and CRO-level monetization issue, not just a legal oneWhere generative AI delivers real value in contract analysis (and where the hype breaks down)How enterprises can unlock revenue, cost savings, and negotiation leverage from existing contracts

In this episode of The Margin, Andrew Dailey, Managing Director at MGI Research, speaks with Puneet Gupta, CEO and Founder of Amberflo, and a key architect behind Amazon Web Services’ early consumption billing systems. They explore what it takes to succeed with usage-based pricing, from cultural alignment and metering infrastructure to flexible billing models and real-time visibility. Gupta breaks down why usage, not price, is the true system of record, and why CIOs are uniquely positioned to lead this shift. If you’re rethinking how to monetize innovation, this conversation offers a clear roadmap. What you'll learn in this episode:Why usage—not price—must become your system of recordThe metering foundations required to scale consumption modelsHow prepaid, hybrid, and pay-as-you-go models really work in practiceThe cultural shifts needed to make usage-based pricing succeedWhy CIOs are uniquely positioned to lead the move to usage and AI-ready monetization

In this episode of The Margin, MGI Research Managing Directors Andrew Dailey and Igor Stenmark speak with Dan Brown, Chief Product Officer at Celonis, about the true impact of generative AI on professional services. Is it an existential threat, or a powerful accelerant? Drawing on experience at Microsoft and leading PSA vendors, Dan unpacks where GenAI delivers real value, where it falls short, and how firms can adopt a “pragmatic AI” strategy focused on impact, ease of deployment, and closed-loop feedback. They also explore the risks of AI hallucinations, pricing pressure, and why automation doesn’t replace trust.What You’ll Learn:Why GenAI is both an accelerant and a risk for services firmsWhere AI actually delivers value in professional services todayWhy trust, opinion-based work, and counterfactual thinking remain stubbornly humanHow rising expectations, tooling overload, and talent shortages are shaping AI adoptionThe “Pragmatic AI” framework used inside leading services and software organizations

In this episode of The Margin, MGI Research Managing Director Igor Stenmark sits down with Youssef Yaghmour, CEO and Founder of BluLogix, to explore the evolving challenges of monetization for multi-channel enterprises. They discuss the limitations of ERP systems, the role of AI in revenue prediction, and BluLogix’s six pillars of intelligent revenue management. From managing channel complexity to minimizing revenue leakage, Youssef shares practical insights for companies modernizing their monetization strategy in today’s fast-paced digital economy.What You’ll Learn:Why ERP Alone Isn’t Enough: Understand the limits of traditional ERP systems and why monetization platforms are essential for agile, multi-channel businesses.Inside the Six Pillars of Intelligent Revenue Management: Explore how real-time margin tracking, GL integration, channel enablement, revenue recognition, forecasting, and prediction work together to eliminate revenue leaks.How to Build True Cost Visibility: Learn how combining billing and cost tracking at the point of invoice creation helps prevent margin erosion and improve profitability.AI’s Role in Modern Revenue Management: Discover how predictive analytics and AI-driven margin analysis can forecast growth opportunities and guide strategic focus.Scaling Through Channel Empowerment: Hear why enabling resellers with shared monetization tools isn’t just a cost—it’s a competitive advantage that fuels top-line growth.

In this episode of The Margin, Andrew Dailey, Managing Director of MGI Research, sits down with Zuora CEO and founder Tien Tzuo, the originator of the “subscription economy,” to explore his latest vision: Total Monetization. They discuss how modern business models are shifting from static pricing to dynamic, relationship-based monetization strategies. Tien shares insights on usage-based billing, scaling complexity, future-proofing your tech stack, and why monetization must be holistic and customer-centric. If you're navigating the transition to flexible, consumption-driven models, this conversation is a must-listen.What you’ll learn in this episode:Why subscriptions are no longer enough — and how total monetization redefines modern business modelsHow pricing evolves from fixed transactions to relationship-based value creationWhy automation and agile infrastructure are essential to scale flexible pricing and packagingHow finance, sales, and customer success must align to support continuous monetizationWhy companies that fail to adapt risk being outpaced by AI-driven competitors and market change

In this episode of The Margin Podcast, Andrew Dailey of MGI Research speaks with Jagan Reddy, Founder and CEO of RightRev, about the mounting pressure on finance teams as businesses adopt consumption-based models. Drawing on decades of experience in revenue automation, Reddy explores the collapse of spreadsheet-based rev rec, the hidden risks of poor data quality, and why modern CFOs must champion quote-to-revenue transformation. From pricing strategy to contract flexibility and AI-powered scalability, this episode offers a roadmap for finance leaders looking to future-proof their monetization stack. What you’ll learn in this episode:Why spreadsheet-based revenue accounting can’t keep up with consumption modelsHow finance can bridge the gap between sales, billing, and revenue recognitionThe critical role of data quality and automation in modern rev recWhy CFOs must lead finance technology investment to scale efficientlyHow pricing, delivery, and contract flexibility shape monetization success

In this episode of The Margin, Andrew Dailey speaks with Eric Carrasquilla, CEO of Vendavo, about the evolving discipline of pricing and its impact on business profitability. Eric shares how generative AI is transforming price optimization, why domain expertise matters more than ever, and what’s driving success for enterprise B2B companies in volatile markets. From the challenges of data governance to shortening time-to-value and enabling smarter selling, Eric outlines how Vendavo is helping companies unlock margin growth, and why pricing is no longer just a back-office function but a strategic growth lever.What You’ll Learn in this Episode:Why pricing is the fastest way to boost profit.The hidden roadblocks stopping companies from modernizing pricing. How GenAI is redefining price optimization. Why industry expertise beats generic software every time. How Vendavo turns pricing into a growth engine.

In this episode of The Margin, Andrew Dailey of MGI Research speaks with Adam Howatson, CEO of LogiSense, about the rising shift from subscription to usage-based pricing models. As the architect behind the “usage economy,” Howatson shares what businesses gain when they move away from flat-fee pricing—highlighting customer retention, monetization flexibility, and cross-sell potential. They also explore the importance of mediation engines, the limits of Salesforce Revenue Cloud, and how real-time data powers product and pricing decisions. If you're rethinking how to price and scale in a consumption-driven world, this is a must-listen.What You’ll Learn in this Episode:The benefits and pitfalls of adopting usage-based pricingHow to balance finance’s need for predictability with product and sales innovationThe role of mediation engines in scaling usage models successfullyWhen Salesforce Revenue Cloud is not enough for complex billing needsWhy real-time usage data is becoming the fuel for smarter monetization

In this episode of The Margin, Igor Stenmark speaks with Grant Peterson, Chief Product Officer at Conga, about how generative AI is reshaping Contract Lifecycle Management (CLM). Grant shares his perspective on where GenAI adds real value, where it falls short, and how companies can responsibly integrate AI into their workflows. Drawing on his experience at Conga and as a former product leader at DocuSign, Grant explores the promise and pitfalls of AI in contract management, the evolving role of machine learning, and what buyers need to know to stay ahead in this fast-changing space.What You’ll learn in This Episode:Where generative AI is already changing CLM, and where it isn’t ready yetHow AI and machine learning complement each other in contract workflowsWhat risks and costs to weigh before bringing AI into sensitive legal processesHow to evaluate vendor claims about AI capabilitiesWhy the next 12–24 months will be pivotal for AI-driven CLM innovation

In this episode of The Margin, MGI Research Managing Directors Andrew Dailey and Igor Stenmark explore one of the hottest, and most misunderstood, topics in enterprise tech: AI in billing. They break down real-world use cases for generative AI and machine learning, assess what’s table stakes versus experimental, and explain how AI is already impacting customer service, fraud detection, and quote-to-cash timelines. They also offer a framework for evaluating vendor claims, discuss risks around data privacy and governance, and tackle the big question: Should you wait or act now?What You’ll Learn in this Episode:The difference between table stakes, differentiated, and experimental AI use cases in billingPractical applications of generative AI and machine learning in quote-to-cash processesHow AI can shorten billing system implementations and reduce disputesKey questions to ask vendors about data handling, privacy, and costsWhy waiting on AI adoption may carry more risk than reward

In this episode of The Margin, Andrew Dailey of MGI Research sits down with Jane Koltsova, Sr. Director of Finance Operations and Order to Cash Transformation at Medidata Solutions. Drawing on her experience at Salesforce and PagerDuty, Jane unpacks the critical, but often overlooked, role finance plays in scaling SaaS businesses. From revenue recognition and system upgrades to cross-functional collaboration and attracting finance talent, she shares hard-won insights on transforming order-to-cash into a strategic growth engine. If you think accounting is just about compliance, this conversation will change your perspective.What You’ll Learn in this Episode:How finance can drive growth by transforming order-to-cash processesLessons from Salesforce and PagerDuty on scaling through acquisitions and new revenue modelsWays to break down silos and build stronger partnerships between finance, sales, product, and ITHow to spot the right time to upgrade systems and move beyond spreadsheetsStrategies for attracting, developing, and retaining top finance talent