Podcasts about gsis

Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/j0TuosYDQe4?si=7mzUwBe4PrQ-eB2E In this insightful session from the Ultimate Partner Live event in Bellevue, Washington, Vince Menzione sits down with Stephen Boyle, Corporate Vice President for Enterprise Partners at Microsoft, to pull back the curtain on the tectonic shifts redefining the tech ecosystem. Boyle details Microsoft's massive organizational pivot into enterprise and SME/channel divisions , explaining how artificial intelligence acts as the foundational thread unifying systems integrators, software vendors, and digital natives. Moving past market noise surrounding competing foundational models , he highlights Microsoft's strategy to become the ultimate “platform of platforms” by prioritizing user choice, security, and trust. Emphasizing a shift away from infrastructure technicalities and toward practical business outcomes , Boyle delivers an urgent mandate for partners to scale technical talent, eliminate traditional operational silos, and brace for the incoming consumption-driven, agent-based future of enterprise computing. Key Takeaways Microsoft has restructured its global sales divisions into distinct Enterprise and SME/Channel organizations to better target its massive total addressable markets. Artificial intelligence is fundamentally altering the partner ecosystem by dismantling traditional software and systems integrator silos to build interconnected, multi-party solutions. Rather than forcing alignment to a singular model, Microsoft aims to be the definitive platform of platforms by offering extensive choice across over 1,100 language models. The enterprise landscape is rapidly moving past experimental AI pilot phases and entering production setups completely focused on transforming core business outcomes. Tomorrow's service organizations are aggressively evolving into software-minded operations that deploy repeatable, highly specialized internal autonomous agents. Managing tokens and monitoring usage metrics represents the emerging operational baseline for balancing efficiency against the scaling expenses of large language models. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI frontier, platform of platforms, enterprise partners, global systems integrators, digital natives, language models, token consumption, agent sprawl, citizen developers, shadow IT, business outcomes, technical enablement, marketplace growth, hyper-scalers, processing fluency, sovereign AI, industry ecosystems, data governance. Transcript [00:00:00] Stephen Boyle: This is the biggest, most transformative, iterative change in technology we’ve ever seen, where, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. Uh, I am thrilled to invite our next guest up on stage. I’ve known this gentleman for several years back in my days at Microsoft, and, um, we’ve been friends, actually Microsoft, and then we both went and did different things, came he’s come back to Microsoft in a big way. [00:00:46] Vince Menzione: Uh, Steven Boyle, for those of you don’t know, is recently a named the C. We will talk about it in a second, but I, I need to announce you properly. Is the corporate vice president, which by the way in Microsoft is a big deal for enterprise partners. He and Nicole De and I would say are the two Microsoft leaders in the organization. [00:01:06] Vince Menzione: Nicole is the channel chief. Steven has a, a big remit and we’ll talk about that up on stage. But I’m just so delightful for his support and for making the time in a very busy week at Microsoft ’cause this is CEO summit this week to make some time to come with us and be on stage with me. Please welcome my good friend Steven Boyle. [00:01:29] Vince Menzione: Good to see you, sir. To see. So I’m gonna put you on this side. [00:01:33] Stephen Boyle: Okay. [00:01:35] Vince Menzione: The hot seat. So I’m gonna, I, I didn’t do a justice and I, I wanted you to explain your role. I, I think I know, but I think for the, for the people in the room, uh, talk to us what Enterprise Partners means at Microsoft and what that role remit and remit looks like. [00:01:50] Stephen Boyle: Um, CVPs may or may not be important, but one thing they don’t do is get invites to the CEO summit. So I’m super pleased to be here with you guys. No, no, it’s totally cool. It’s totally cool if that phone rings. No, I’m kidding. Doesn’t. So what does it mean? So I’d like quickly, um. January last year, uh, we split the sales organization into enterprise and small to medium enterprise and channel. [00:02:15] Stephen Boyle: You guys probably familiar with that? Nicole is the, uh, chief partner officer lives in the SMA and C world and drives the channel, um, drives our marketplace business and, and a lot of other things. Um, for that 60 billion, um, you know, total addressable market that we have. Down there in SME and C. Um, at the same time, we established enterprise partner as part of Nick Parker’s overall organization. [00:02:40] Stephen Boyle: Um, but for most of 2025 we ran it as global systems integrators and advisories, ISVs and digital natives. So three separate footprints all focused entirely on, on, on enterprise. Um, in December, January, we talked about establishing an enterprise partner leader that would. You know, aggregate all of this stuff. [00:03:00] Stephen Boyle: Um, I was fortunate to come through, um, some frankly, pretty hairy, uh, experiences, I bet with some of our senior leaders. Um, I, I’ve loved to [00:03:08] Vince Menzione: been in the room for that [00:03:09] Stephen Boyle: questions like, why Steven Boyle and things like that, right? And really have to dig deep to, uh, to justify. Anyway, uh, I’m blessed and honored, uh, to run that entire portfolio of partners, uh, for the entirety of the enterprise partner world, which now from a chief revenue officer perspective, belongs to Deb. [00:03:25] Stephen Boyle: Deb Co. So Deb is the enterprise leader for all of our sales that we do into that space. Awesome. Um, I have three regional leaders, Nina Harding here in the United States, Ehab Ra in in Europe, and Heather Gordon in Asia that mirror and replicate and flow down the things that we decide to do from a strategy perspective for the, uh, for the core. [00:03:45] Vince Menzione: And we love Nina. She’s been, she was at our last event, [00:03:47] Stephen Boyle: super, super lady. And, uh, you know, the US is still 50% of our overall business. [00:03:53] Vince Menzione: Yeah. [00:03:53] Stephen Boyle: Too big to fabric. Every time I talk to Nina, I’m like, Nina, you’re too big to fail. We can’t cover you anywhere else. So you know, you’ve gotta be successful here in the Americas. [00:04:01] Vince Menzione: So I think just for breaking it up, I, ’cause I do want to like, it’ll lead to the next question, right? So you have the global systems integrators, all these systems integrators. Essentially you have all of the software companies we used to call ISVs, we now call SDCs or software development corporations. [00:04:17] Vince Menzione: And then you also have the AI stack, I’ll call it. Right? So under Jason Grafe. Yeah. Many, many might know. Jason’s been a guest on the podcast and was Satya’s chief of staff at one time, eight years. Eight years. Wow. I didn’t realize there was that many. [00:04:31] Stephen Boyle: Carry carried a lot of bags for Satya over the years. [00:04:34] Vince Menzione: Unbelievable. Well, let’s, I mean, so AI is an important component, right? And you saw Jay’s, Jay talking, just talking about AI and all these things. I would love to start here, right? Because, uh, you’re, you’re, I wanna get your perspective as Microsoft, your perspective as Microsoft on the biggest shifts you’re seeing in defining this we’ll call AI Frontier. [00:04:54] Vince Menzione: We’re seeing right now, how should partners translate that into how they position and go to market externally? How, how do we need to think about this time? [00:05:02] Stephen Boyle: Yeah, that is, uh, that is a huge question and I’m not sure we’ve got enough time to go into the, into all of the detail. Um, so let me sort of up level it a little bit for you. [00:05:10] Stephen Boyle: And I think, look, the move that we meet at made a couple of months ago and pulling together those three aspects. Nicole had already done it in SME and C. Right. One partner organization across the world with a very common set of goals. We were working closely together, Sandy Gupta, on ISV, Jason on ai, and myself on on si. [00:05:29] Stephen Boyle: But we were still working closely together across silos. So the opportunity for me, 60 days into this role is AI just allows you to wire the partner ecosystem together differently. Right? And even if you look at how we’re going to market an AI today, um. You know, with, with, with chat GPT, with Claude, with Anthropic, um, I think there’s something like 1100 different, you know, language models on Microsoft today. [00:05:55] Stephen Boyle: So the way I think about AI is we are absolutely gonna be the ultimate platform of platforms. Yeah, choice is incredibly important. Um. It’s, it’s, you know, turn the clock back 12 months, everybody was chat gpt five point x, you know, and then six months ago it was Gemini and now it seems to be clawed. And honestly I don’t know what it’s gonna be next quarter. [00:06:15] Stephen Boyle: So the only thing I can do is offer you choice. [00:06:18] Vince Menzione: Yeah. [00:06:18] Stephen Boyle: And from a partner perspective, I think that minimizes or reduces the risk that you have betting on the Microsoft platform because you can go in a multitude of different directions. I know we’re not in Europe, but if you were in Europe and you were worried about G-G-D-P-R and Jay mentioned sovereignty, you’d probably be like lining up really closely to Misra. [00:06:37] Stephen Boyle: Yeah. And a bunch of other Europe, European partners. So wherever you are in the globe, I wanna be that platform choice. Um, and we will lead with our own first party solutions. I hope they’re not coming for me. Um. I parked safely in the hotel. It can’t be me. Um, but you weren’t vibe coding in the room. Um, but you know, wherever you are in the world, in whichever industry you are in, um, it is our intent to, to offer that platform of platforms and to give the broadest set of partners the opportunity to engage with us. [00:07:07] Vince Menzione: I think that’s really important because I, I have found, especially in the last month or two, people are, it’s almost like a knee jerk. Don’t you feel like people don’t know what to do? There’s been so much noise in the press and the media and, and the markets around open AI and anthropic especially. Where do I go? [00:07:26] Vince Menzione: Seems to be like when I, when I sit, I watch everybody in the room here. I think they’re, they’ve all been thinking that as well. So you can, [00:07:31] Stephen Boyle: there’s a, a little bit of a deer in the headlights moment. Yes. And even I like, I get that. Yeah. Um, you know, I saw, uh, Jay slides. Jay, love the presentation. Love the slides, man. [00:07:40] Stephen Boyle: I’m gonna steal several of them. Um, we’ll talk about that later. We, we [00:07:43] Vince Menzione: have the deck, [00:07:45] Stephen Boyle: but, but in all seriousness, you know, this, this is like. It’s a new paradigm. I will date myself a little bit. Some of you might heard me say this. I sold many computers in the 1980s. Mini computers. Some of you in the room are going, what’s a mini computer? [00:07:59] Stephen Boyle: Um, I sold client server for Sun Microsystems in the nineties. I sold an awful lot of Oracle databases in the Auts, I think they’re called, and I’ve done two stints with Microsoft. This is the biggest, most transformative. Iterative change in technology we’ve ever seen. What, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:08:18] Stephen Boyle: Um, and we are building intelligent systems at scale faster than we’ve ever seen. Scalable, mission critical solutions being implemented today inside of Microsoft and with our most important customers. So, and we can’t do it without partners, right? There is absolutely nothing we can do in this industry. I will, I will put the, you know, the elephant in the room out there. [00:08:40] Stephen Boyle: Our ISD organization has between five and 7,000 people. Our forward deployed engineering organization is about a thousand people. [00:08:47] Vince Menzione: Yeah. [00:08:48] Stephen Boyle: So when you look at the scale of the total addressable market that Jay just talked about. We are gonna service directly like this much [00:08:55] Vince Menzione: used to be 5%. Was it even, is it even that high? [00:08:58] Stephen Boyle: I doubt it’s, I doubt it’s even that. And the billions of dollars that we spend every year helping our customers transform to what we’re now calling frontier firms is gonna be, have to be driven with every single person in this room in some way, shape, or form. Judson is not asking Marla to significantly increase ISD. [00:09:15] Stephen Boyle: Not asking John to significantly increase FDE, although we probably will hire in that area just because of the, the newness and the, you know, bright shiny object that everybody’s like, oh, FDE, I’ve gotta have those. We’ve got a thousand already today that have been around in John’s organization for 10 plus years doing the things that we are doing today. [00:09:32] Stephen Boyle: But we are gonna build out that muscle. But the real way we’re gonna build out that muscle is with all of you in this room. That’s like categorical. That is my like, probably number one goal for the next one to three years is make sure that, that story that Jay just told about Microsoft not being involved in AstraZeneca. [00:09:48] Stephen Boyle: I probably won’t tell Judson that Jay, but I love the story. Um, like if you could all do that for me, like win, um, that is so, you know, from our worldwide learning, through our skilling enablement through our cloud solution architects that I personally own. We are pivoting aggressively towards making sure that the partners understand our platforms better than any other job, number one for me right now, if you don’t understand what I’m selling, like I’m kind of dead in the water obviously. [00:10:15] Stephen Boyle: Well, [00:10:15] Vince Menzione: I was gonna ask you why now? Why Microsoft? Why now? Right? Because there is a lot of noise. You know, Google just announced, you all announced your results on the same day, which was astounding. That was freaky, wasn’t it? It was. It was the first time. And the, the total commitment, customer commitment is over a trillion dollars now, I think 1.2 trillion is what I counted up. [00:10:33] Stephen Boyle: Yeah. [00:10:34] Vince Menzione: But it’s saying a lot about like, what do I do now, like as these partners in the room. Um, how, I think you kind of already, and you’ve talked about this, about differentiating where Microsoft is, I think J Slide does a lot of justice there. It says how, uh, Microsoft Partners came into the room, surrounded the customer. [00:10:52] Vince Menzione: It feels like Microsoft has always leaned in big time on partners. Uh, more so I would say than any other organization out there. What would [00:10:59] Stephen Boyle: you say Joe Roses, my chief of staff, business manager and so many other things was telling me last night that, you know, we used to say 500,000 partners. [00:11:05] Vince Menzione: Yeah, [00:11:06] Stephen Boyle: it’s a, it’s a significantly higher number than that as well. [00:11:09] Stephen Boyle: So there’s an element of, you know, back to the deer in the headlights, which partners are, are more important. One of my other phrases that I say on a regular basis, the winners and losers are yet to be decided in this next wave. Like, I want all of us to on the right side of that argument. Right? But, but it’s gonna be a challenge and, and companies are going through shifts. [00:11:28] Stephen Boyle: You know, Accenture, maybe, possibly doesn’t need 750,000 employees in the not too distant future. Maybe TCS at 600,000 doesn’t need 600,000 human employees. So we’re going through this dramatic shift of, you know, what’s the right balance going forward. What I would say about Microsoft is notwithstanding the fact that we’ve figured this out for 51 years, which is a little bit mind blowing, um, that you know, all the way back in the seventies we’ve gone through so many iterative changes. [00:11:56] Stephen Boyle: People have questioned just like they’ve questions. A lot of other technology companies, are you gonna be around for the long haul? I think we’ve proven time and time again, and I love Jay’s story. I’ve used that myself about how many companies disappear on a, on a decade to decade, you know, business. 10 years ago I had the opportunity to listen to Craig Clayton Christensen, who’s sadly no longer with us. [00:12:15] Stephen Boyle: Yeah. But you know, the books that he wrote and the story that he told to Microsoft 2014, we were nowhere in cloud. [00:12:21] Vince Menzione: Yeah. [00:12:22] Stephen Boyle: AWS was so far ahead of us, it was crazy. And he came in and he’s like. You know what? You guys need to be successful. You need to figure out how to cross this chasm again, and we’ve done it time and time again. [00:12:32] Stephen Boyle: You can go back. You know, Microsoft used to be known as a fast follower in ai. I don’t think we’re a fast follower. I think we’re right up there. We’re right at the front, but that race is still being run and the winners are losers are yet to be decided. [00:12:44] Vince Menzione: I was in that room with Clayton Christensen with you, by the way. [00:12:46] Vince Menzione: I remember, I remember that. That was at a Prism conference. [00:12:49] Stephen Boyle: Yeah. Yeah. [00:12:50] Vince Menzione: You men, you touched on this with the GSIs a little bit. How do you see the roles evolving? You know, we, we, we bucketed all, we’ve always been. Fantastic about bucketing ISVs or SDCs and sis and digital natives. Yeah. How does it, how does that all come together? [00:13:06] Vince Menzione: Does it come together any differently in this new AI platform era, or is it the same? [00:13:11] Stephen Boyle: I look, I, I’ve said this for a long time, like if you go into AstraZeneca, the six plus, you know, frontline partners, there’s probably a whole board of second, third tier that, that we don’t know about doing, you know, things across the AstraZeneca group. [00:13:25] Stephen Boyle: It takes several villages and sometimes a small town, especially in my world, in the enterprise world, strategic five hundreds. Yeah. Um, you know, we, we ran some reports a few years ago and it is shocking how many global systems integrators have a footprint in Shell or Exxon or, you know, bank of America or whatever else. [00:13:44] Stephen Boyle: So I’ve always believed that partner to partner is critical. Yeah. I think it became even more critical in the, in the AI world, and I’ll take my new friends at Anthropic. So I went to the first Anthropic partner Summit. Some of you might have been down there in, in San Diego, um, just a couple of months ago. [00:13:59] Stephen Boyle: Same partners, same people from the same partners. In the room, you know, talking about what they’re gonna do together with Anthropic. Um, and I’m looking out across this audience going, okay, well I know him and I know her and I know those guys, and like, I need to figure out how I’m gonna weave this together. [00:14:14] Stephen Boyle: So it’s not just an Accenture and Anthropic or an NTT data and anthropic, but it’s an NTT data plus anthropic plus Microsoft. Story going forward. And then who’s best at delivering those services capabilities? So it’s it at every juncture that I see in the, in the partner community, and this is the, the reason why I argued vehemently with Nick, that it has to be one organization I’m gonna create maybe given a little bit away. [00:14:40] Stephen Boyle: So if you’re recording, stop now. Um, I’m gonna create an enablement organization that is partner agnostic. I don’t necessarily care. I do care about the digital natives, but I don’t care about how I train them. Right. What I’m more important of is how do I train the digital natives in what the sis are doing, and how do I train the sis and what the ISVs Plus digital Natives are doing. [00:15:01] Vince Menzione: Yeah. [00:15:01] Stephen Boyle: That is my, that’s my game plan. If I fail there, then I think we fail to raise the bar and be differentiated in an AI world, and I’m not set up like that today. [00:15:12] Vince Menzione: I wanna, I wanna ask you, uh, uh, because I was looking at Jay’s slide and the, the managed piece is. And we have a lot of managed service providers in this room today. [00:15:20] Vince Menzione: A lot of them, by the way, come from the old school of managed services. The managed piece seems to be like, if I’m doing something today with ai, we’re gonna talk about security next, uh, up on stage here. It seems like there’s a new set of skills or a different approach to the customer, don’t you? Don’t you agree? [00:15:37] Stephen Boyle: I I [00:15:37] Vince Menzione: think you need to keep your hands on the steering wheel at all [00:15:39] Stephen Boyle: times. I think what it boils down to is you can’t do AI unless you do certain other things. [00:15:44] Vince Menzione: Yeah. [00:15:44] Stephen Boyle: Right. You could be a modern work specialist and you could make a lot of money being a modern work specialist, or you could be a, a dynamic specialist. [00:15:52] Stephen Boyle: We just held our, uh, inner A in a circle conference last last week, which I was disappointed to miss for the first time in a few years. Those, those days are, are, are fast becoming over. [00:16:03] Vince Menzione: Yeah. [00:16:04] Stephen Boyle: Um, why? Because everything that I’ve just said is tied together by ai. Yes. And in order to do good ai, you need good data. [00:16:12] Stephen Boyle: And in order to trust everything that you’re getting, as Judson talks about trust and intelligence, you need to wrap that in a really secure [00:16:19] Vince Menzione: Yes. [00:16:19] Stephen Boyle: You know, en en environment. Now we will do our best to provide levels of security into how we deliver ai. But that’s not the end of the game, right? You have to take it all, all the way to the edge. [00:16:30] Stephen Boyle: So that’s why a siloed partner or a singular commercial solution area partner in Microsoft’s terms, has got to transform its business. ’cause if you’re gonna do ai, you’ve gotta do those other things as well. [00:16:41] Vince Menzione: Agreed. I must see the model changing, and in fact, I see like bigger organizations becoming managed service providers in many respects. [00:16:48] Stephen Boyle: Yeah. Yeah. I mean, look, there’s still, there’s still a role for all the old terminology you mentioned is SV to sdc. Yeah. I’m like, I’m been around long enough. Look, it’s ANB still anv, it’s still an isv. Thank you. Independent software vendor. Um, and it’s, you know, where, where AI is allowing software to be, you know, frankly developed in a number of different places. [00:17:07] Stephen Boyle: We are all citizen developers. Um, you know, I was on a call with our internal leadership yesterday, um, and you guys might have heard this story ’cause I think it came out at Ignite. When we turn the agent 365, around and on ourselves. We found 130,000 agents running across Microsoft that had been developed and deployed internally with, I mean, you could call it shadow it. [00:17:28] Stephen Boyle: I guess that would be one phrase that you would use for it, but the reality is if you, if you haven’t got something to do your job today, you have the tools. To build it really, really fast. Um, and that, you know, that’s, that’s a great opportunity for people to be able to do their work, you know, in a better and in a different way. [00:17:45] Stephen Boyle: But it’s also a huge opportunity to make sure that data governance and security and all the other things that we need to deliver are there out of, out of the gate and out of the platform that we deliver. So security’s absolutely critical. Not saying that managed services won’t grow, um, at, at some level as well, but only if they transform into this multifaceted way. [00:18:04] Stephen Boyle: Yeah. Thinking [00:18:05] Vince Menzione: about, well, that’s what I was, I was gonna lead to here with innovating. It’s happening across, I mean, we’re talking about chips, we’re talking about foundational models, LLMs, we’re talking about applications, we’re talking about agents. How should we think about where to play and how to differentiate as partners in this room? [00:18:22] Stephen Boyle: I think. [00:18:25] Stephen Boyle: So look, I mean, one, one of the ways that Judson talks about it is I think silicon’s gonna change over time. Yes. NVIDIA’s definitely the 800 pound gorilla, maybe the 8,000 pound gorilla. Yeah. Uh, but you know, if you read the press, there’s, there’s things happening in, in different places as first party silicon, which we clearly are, are developing, um, in a quantum direction for sure. [00:18:45] Stephen Boyle: Um, there’s lots of different language models that haven’t even been launched on, on, on the marketplace yet, so. You know, Judson’s trying to uplevel our conversations. You’ll hear us talking about conversations more and more as we go into FY 27, um, that obviate all of those layers. Just like even when I was selling Sun Microsystems, it was about the business outcome and the business solution that we were solving for not necessarily the fastest piece of hardware or the best client service solution on, on the market. [00:19:17] Stephen Boyle: So I think what’s gonna happen over the next 12 to 24 months is we’ll have so many different models to choose from. We’ll have more silicon to choose from, but those won’t be the real buying decisions. The real buying decisions of what? How am I trying to transform my finance organization, my HR organization, and my supply chain? [00:19:36] Stephen Boyle: Because the underlying technology, Judson says commodity I, I guess I can go with that. It will be commoditized and we’ll really start to focus back on what the important things are. We’re moving a lot from pilot to production. You guys have probably seen that. The numbers that Jay just showed about how many. [00:19:52] Stephen Boyle: Projects are failing, is getting less and less because we’re getting smarter and smarter about what it takes to actually drive the business outcome. And I need all of us to be talking that same language. Yeah. Having conversations with head of HR about how we’re gonna transform human capital management in the, in the age of agents, if you like, like the underlying platform. [00:20:14] Stephen Boyle: It’s not, don’t worry about it. You wanna be on a secure platform. Don’t get me wrong. But at the same time, I don’t think we, we spent too much time worrying about that. [00:20:21] Vince Menzione: Yeah. We’re not, what you’re saying is we’re not spending enough time on outcomes. On the business outcomes. Right. And that’s where we need to focus. [00:20:27] Vince Menzione: We’re, we’re focusing on, I, I feel like we’re, it’s a signal to, to noise ratio that we’re living through right now. There’s too much noise. [00:20:33] Stephen Boyle: Yeah. [00:20:34] Vince Menzione: And we’re not focusing on the signal. I think that’s what you’re saying. [00:20:36] Stephen Boyle: I, it’s got to be, I mean, to be honest with you, it’s always been, you know, even when I sold what I would perceive, you know, sun in the nineties was a rockman ship to the stars and, you know, kind of sad what happened to that company. [00:20:47] Stephen Boyle: Um, but we, we were, we were fixated on, we had the best client server. But, but nobody was buying, you know, a piece of Sun hardware as a room heater, which is all it did, you know, like for the longest. But if you had SAP, if you had Cybase, if you had Bond, remember Bond, I mean all of those applications that drove the business outcomes, we’ve gotta get back to that kind of mentality. [00:21:09] Stephen Boyle: Yes. And worrying a little bit less about the underlying architecture. Yeah. It needs to be, it needs to be part of the conversation. ’cause it needs to deliver trust and security and intelligence and everything else. Then you need to rapidly move to what are you trying to achieve and how can we ensure the, the, the success of, of your business outcome. [00:21:27] Stephen Boyle: And look, I mean, Palantir pri you know, sort of came out and said, well, the way we do that is through forward deployed engineering. Um, and they stole the show. And, and, you know, they’re, they’re doing very well as a result of doing that. Uh, but if you go and talk to, um, Tom Siebel’s organization at C3 ai. [00:21:43] Stephen Boyle: They’ve had FDS for quite a while. You know, I told you about John Chuchu 10 years ago. John Chu, Chuck’s job was to go and get all the applications that we needed on the Microsoft phone. Remember that? [00:21:54] Vince Menzione: Yes. Um, [00:21:55] Stephen Boyle: you know, so we’ve pivoted John o over the years to doing what he’s doing now, which is to go sometimes in partnership with, with partners into the customer and say, what is it you’re trying to achieve? [00:22:05] Stephen Boyle: Let me show you how I can build that for you in three weeks or three months. That might have taken you three years. We literally just did a hackathon with one partner last, last, last week with, uh, with our ISE organization, the, the, the forward deployed, uh, group that John runs. Um, and one of the big customers said, I’ve just done in three days what would’ve taken me three months. [00:22:26] Stephen Boyle: Now he hasn’t productized it and rolled it out and blah, blah, blah. But the reality is that is how fast things are changing. And this was not a small company. This was a very, very large oil company, and they were like blown away by how much we can achieve. We’ve gotta do that at scale. [00:22:41] Vince Menzione: Yeah. [00:22:42] Stephen Boyle: You know, we, we have a commitment to scale our FDE community through partnerships to touch all of the S 500 in a very personalized way. [00:22:51] Stephen Boyle: And then, you know, at a slightly, you know, lower ratios down through the, through the majors and into, into Nicole’s SME and C world as well. [00:22:59] Vince Menzione: Jay talks about the decade of the ecosystem. He coined that term back, back on a podcast way back in nine, in, uh, in 2020. Microsoft has been at the, for, we used to call partner to partner back, back in the day. [00:23:10] Vince Menzione: Mm-hmm. Do you remember those days? How do you think about this ecosystem evolving and what steps are you taking to help bring these organizations together? Because I, I, again, we look at the seven seats or 6.3 seats at the table. The customer has the power now that they didn’t have before. ’cause they have the commitment with like with Microsoft and they can buy off of the marketplace and pull together multiple organizations to go, go do that. [00:23:34] Vince Menzione: How do you think about helping to orchestrate that as the leader of the enterprise partner business? [00:23:39] Stephen Boyle: So I’ll start with a really big example, and I’ll try and sort of scale it down a little bit. But my friends at Accenture, with the Accenture, Microsoft Business Group, we spend an awful lot of time, you know, in, in each other’s pockets, in each other’s deals. [00:23:51] Stephen Boyle: We know everything that’s going on in the Accenture, Microsoft Business Group. And a couple of weeks, or maybe a month or so ago, I was told that the Microsoft Business Group is now larger than the SAP Business group. It probably flip flops. [00:24:03] Vince Menzione: Yeah, [00:24:04] Stephen Boyle: it won’t be too long before the Anthropic Business Group is bigger than both of those. [00:24:08] Stephen Boyle: So what I need my Microsoft team to do is to not spend all of their lives in the. A MBG, the Azure, the Accenture, Microsoft Business group, but to go make friends in the Anthropic Accenture Business group and frankly still to make friends in the SAP business group and maybe in the Oracle Business Group and the list goes on. [00:24:27] Stephen Boyle: So at a macro 11, in the very largest accounts where we haven multiple practices, where we haven’t spent time before, I’m gonna. Push my people into uncomfortable zones and I’m gonna push them to go into those other areas and I’m gonna load them up with technical talent and cloud solution architects and ai, you know, forward deployed engineers. [00:24:45] Stephen Boyle: And I’m gonna force different people to talk together that haven’t talked together. So I can do that in TCS. I can do that, Capgemini, I can do that. Um, you know, in Europe with Capgemini and Misra is a classic example. Um, with the, with the Indian sis, Indian based sis, they’re all big enough where I know all the practices exist. [00:25:04] Stephen Boyle: I just need to do a better job of, of talking to them. Now, when you downsize that into, you know, into a, a company that doesn’t have all of that scale, this the same truth still holds. I need to talk to people who aren’t necessarily motivated every single day to do something with Microsoft. I need to talk to people who are motivated to do something with an AI partner or even a traditional SaaS partner. [00:25:27] Stephen Boyle: I noticed yesterday, actually no, this morning I got a notification that we just passed, um, a billion dollars in revenue on the marketplace with ServiceNow. [00:25:35] Vince Menzione: Nice. [00:25:36] Stephen Boyle: Um, and I think AWS announced the same thing, by the way this month as well. Um, so thank you to the ServiceNow people. Yeah. Um, you know, that is that there’s a tremendous demonstration of how far we’ve come in marketplace. [00:25:48] Stephen Boyle: ’cause that’s another one where we trailed AWS quite significantly. But with the right partnerships. And driving the right motions, we can, you know, we can definitely catch up and we will continue to pass, uh, some of, some of the other hyperscalers in, in, in that way. So really the bottom line to your question is partner to partner is still real. [00:26:08] Vince Menzione: Yeah, [00:26:08] Stephen Boyle: how we do it and what we use to tie things together. And I know that compensation drives behavior and we’re not gonna get into a compensation about like how we get compensated and everything else, but the reality is I’ve gotta break down those barriers and those silos and I’ve gotta deliver real meaningful enablement and practice development so that, so that the people who sit in the Anthropic business group and the people who sit in the Microsoft Business Group are spending as much time together as they are with me. [00:26:34] Stephen Boyle: That makes sense. Simply put, that’s what I, I need to achieve at scale rapidly. [00:26:40] Vince Menzione: So to, we’re getting close to time here, but as you look forward, what would define the most successful partnerships in this ecosystem? Is it, is it what you described, the opening up the aperture or for the, for the leaders in the room here today, what should they go do better and differently? [00:26:58] Stephen Boyle: Um, so obviously we’re closing out this fiscal, we’ve got Microsoft start and Microsoft start for partners coming up in July. Um, I mentioned the fact that we’re, we’re driving. Cu customer engagement through the lens of conversations and how do we achieve business outcomes? I would encourage you to, to gravitate, if you like, above the commercial solution areas where you might have understood, this is how I interact with Microsoft today. [00:27:23] Stephen Boyle: Um, and abstract it up to that AI layer. You know, think about trust, think about intelligence, think about business outcomes, and how do I potentially weave together a story? If I’m in the dynamic space, how do I get better in data? If I’m in the data space, how do I get better in. In that modern work environment, but really use AI as the overlay to, to help tie that together. [00:27:44] Stephen Boyle: That’s one thing. The second thing is if we’re not training you in the right direction, it’s stevenBoyle@microsoft.com. Let me know. Awesome. Um, we’ve got programmatic stuff, um, you know, and we’ve got high touch stuff as well. So I think this is, this is another time where Microsoft is gonna over pivot on all of the training and enablement that we need to do to make sure that you’re, you know, you’re grounded in our platform. [00:28:07] Stephen Boyle: Um, I think there’s a huge opportunity with this agenda future to become more of a software partner. You know, even the deepest services organizations are going to need agents, and the more successful ones will be the ones that can turn on those agents in a repeatable way. So. Our agents, the new SaaS. I’m not exactly saying that, but I think that the agen future is one where even the more services oriented companies will, will have teams of agents that they’re deploying. [00:28:35] Stephen Boyle: In fact, I had a very, very large systems integrator, um, in, in the EBC just about a month ago, three weeks ago. Um, and I was sat next to their head of consulting and he showed me what he called his God dashboard. Uh, and right in the middle of his God dashboard there are like 450 accounts. All of whom I recognized, ’cause they were all in the enterprise, right in the middle of his dashboard was, how many tokens am I spending? [00:29:00] Vince Menzione: Yeah. [00:29:01] Stephen Boyle: Like, not like what’s my daily runway? You know, not am I making a profit on that account or anything else like that is like, how many tokens have I consumed? Yeah. Because there is an awful lot of, that is the new juice, if you like. That’s, that’s driving the success. You can have the smartest people on the planet, but you’ve got to still arm them with all the best tools that are available out there. [00:29:22] Stephen Boyle: So it’s fascinating to listen to him, how he had gone through that thing of, you know, agent sprawl, how many are really working, how many are not working? How can we prove that? You can prove it through, you know, managing your tokens. There’s a new version of. Finops for tokens, for want of a better phrase, that’s gonna be critical for us all to understand. [00:29:40] Stephen Boyle: ’cause they’re not cheap, they’re not free, that’s for sure. And, and they might not be cheap if you’re not, if you’re not managing them and using them effectively. Yeah. So that’s the other thing that I would really get on top of. And, you know, we’re gonna make some announcements in the not too distant future about the consumption driven future. [00:29:56] Stephen Boyle: Um, that, that we will, that we will deliver with our first party and third party platforms going forward. So that’s another. Another critical thing [00:30:03] Vince Menzione: sounds like some exciting announcements. Pretty soon. [00:30:06] Stephen Boyle: Yeah, could look close. Quarter four, help me close. Quarter four. Yes. That’s priority number one, two, and three right now. [00:30:12] Stephen Boyle: Uh, but get ready for some, you know, for some new announcements in July. Um, look, the future is incredibly bright with Microsoft. It’s incredibly bright in the industry as a whole, right? I mean, let, let’s be honest, the, the growth targets that we will have for ne next year are astronomical, and we will not make them without the partner community that we have, without training and enabling the partner community that we need for tomorrow. [00:30:34] Stephen Boyle: So like, stay close, you know, stay engaged. Talk to your partner development managers, talk to the talk to field reps, talk to the accounts that that, that you are in, and stay as close as you possibly can to our emerging strategy. And, um, you know, look, I, I think if I had fivefold or tenfold the people I have today, I still wouldn’t be able to touch everybody that I would like to touch in the partner community. [00:30:58] Stephen Boyle: So I’ll apologize in advance. Um, but we’re gonna have some, you know, some really cool ways of learning. Um, and we’re gonna make sure that they’re available to the widest possible audience. [00:31:07] Vince Menzione: Well, we bring the practitioners and the experts in the room to help with that as well. Right? Yeah. Because you can’t always have a partner development manager tied to everybody in the room. [00:31:14] Stephen Boyle: I, I would do hackathons on AI every week with every partner and every part of the world, but I can’t. [00:31:19] Vince Menzione: Yeah, exactly. Well, so good to have you today. Thank you. So good to see you again. I don’t know what your schedule is like. I, we didn’t, we don’t have enough time for questions. [00:31:28] Stephen Boyle: That’s cool. [00:31:28] Vince Menzione: From the audience. [00:31:29] Stephen Boyle: I’m gonna stay around for a little [00:31:30] Vince Menzione: while this [00:31:30] Stephen Boyle: morning and I’m coming back [00:31:31] Vince Menzione: for cocktails. Alright, terrific. So. Stephen Boyle will be here for cocktail hour. Thank you. Four 30 and uh, I wanna thank you, sir. So good to have you. Thank you. Good to see you. Absolutely. [00:31:42] Stephen Boyle: So much. Absolutely. Hey, thanks everybody. [00:31:43] Stephen Boyle: Thanks for what you do today, and hopefully thank you for what you do tomorrow as well. [00:31:46] Vince Menzione: Thank you. An incredible leader. [00:31:49] Stephen Boyle: Don’t forget, ultimate [00:31:51] Vince Menzione: partner Alive is coming soon, June 18th at our executive breakfast in New York. I hope to see you there.Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ I

Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this presentation from Ultimate Partner Live, industry analyst Jay McBain breaks down the monumental macroeconomic shifts rewriting the tech sector in 2026. https://youtu.be/r0qTDyw97Gs As the industry rapidly approaches a $6.07 trillion valuation, driven by massive AI infrastructure investments from Sam Altman and the “Magnificent Seven,” traditional sales and channel models are fundamentally collapsing. McBain reveals how buyer demographics have transformed to an integration-first millennial base, why marketplace ecosystems now command over half of all partner-funded deals, and how a tiny elite of just 1,000 tech service providers control two-thirds of global tech revenue. Learn the exact mechanics behind how Microsoft out-partnered AWS to win 26 straight quarters of dominant growth and how your business can deploy an algorithmic early warning system to capture massive wallet share before competitors even step into the boardroom. Key Takeaways Over half of the Fortune 500 companies vanish every 20 years because their leadership fails to anticipate macroeconomic technological cycles. The true opportunity in the $6.5 trillion AI boom lies not in single vendor products, but in the hardware, software, services, and telecom ecosystem surrounding them. Indirect tech sales are undergoing a structural shift toward direct cloud hyperscaler models driven heavily by Nvidia's core infrastructure client base. Modern business deals are won or lost months before the point of sale based on the average of 6.3 partners surrounding a customer’s environment. Over 51% of tech buyers are now millennials who prioritize software integration capabilities and digital marketplaces over traditional human sales interactions. Tech service economics are pivoting aggressively away from upfront margins toward point-based multi-partner funding across subscription cycles. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Nvidia AI buildout, $7 trillion AI opportunity, cloud ecosystem decade, Microsoft vs AWS growth, multi-partner cloud deals, digital marketplace migration, millennial B2B buyers, B2B tech subscription economics, tokenized micro consumption, tech services wallet share, hybrid cloud infrastructure, 28 customer moments, IT services industry growth, telecom spend breakdown, channel chief strategy, managed service providers MSP, global systems integrators GSI, software integration first, point-based vendor incentives, automated co-selling workflows Transcript JAY McBAIN AUDIO PODCAST [00:00:00] Jay McBain: So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book, but chapter one is always you Blame the CEO. [00:00:13] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. With that, I am incredibly blessed to invite a friend of mine to the stage. I have a quick little side note, like I found an old LinkedIn post from this gentleman from like many years ago, like 20 years ago. [00:00:39] Vince Menzione: And I wasn’t really that nice to you on that LinkedIn post. Like, oh, like this is before Jay became the Jay, that we all know Jay to be j. But he was in the space and I was at Microsoft doing something and he reached out about something. It was kind of rude, Jay. I was like, oh my gosh. I can’t believe. But Jay has been a great friend. [00:00:54] Vince Menzione: When we started the podcast back up, uh, during COVID we started doing podcasts together. When we moved to the studio, Jay was the first person in the studio. He’s always got a spot, uh, at our events. He’s s Spot Art, and, and he’s a great friend and supporter of Ultimate Partner Jay McBain. For those of you who don’t know him, Jay, welcome. [00:01:13] Vince Menzione: Thank you, sir. [00:01:22] Jay McBain: 31 days ago, we landed Artemis two. The furthest humans have ever been away from the planet Earth 57 years ago. We landed on the moon in the 56 years. Between those two moments, the tech industry has been the fastest growing industry in the world. Every single year we moved from the space race to the technology race, and we’re just getting started. [00:01:46] Jay McBain: If you’re old enough, you’ll recognize the mainframe and mini era for 20 years. You’ll recognize a young disheveled Bill Gates showing up in Boca Raton, Florida for, uh, August the 12th, 1981 launch, where Bill thought that every one of us would’ve a PC in our home, and IBM thought they were gonna sell 10,000 of them to hobbyists. [00:02:12] Jay McBain: 1999, a small startup from an executive who just left Oracle in San Francisco named Mark Benioff. A couple of years later, Jeff Bezos went into a boardroom and said, listen, we’ve spent a lot of money building infrastructure to our busiest day, Christmas, black Friday. You’re telling me this stuff sits idle 10 or 20% for the rest of the year. [00:02:35] Jay McBain: Why don’t we rent that out to others? Got laughed outta that boardroom and then got made of fun of on magazine covers. Maybe you should just tend the store, let the adults talk about technology. In March of 2023, our neighbors, our friends, our family saw DeepFakes. They saw poetry, they saw music, and they came to us as tech people and said, did we just light up Skynet? [00:03:03] Jay McBain: Now every one of these 20 year eras, this is the Taylor Swift version of our industry. Every single one of these eras triggers the fastest growing product in history. Today it’s actually Chacha bt first to a billion users. It triggers a new, richest person in the world, bill Gates, to Jeff Bezos. Now, Elon Musk is the first to sign a trillion dollar pay package, and it’s not for car. [00:03:27] Jay McBain: It’s not for cars. It also triggers a most valuable company in the world change. And today that’s nvidia. These are monumental changes in our industry and they’re monumental changes in partnering every single time. And it also links to our customers. If you take a 20 year view of business, one era, and, and think about the AI era, you know, at the start of it here, if you’re to grab the Fortune 500 magazine from 20 years ago and start to flip through it, 53% of the companies in there no longer exist. [00:04:06] Jay McBain: Every 20 year cycle, we lose over half of the biggest companies in the world. These are the companies that have very deep pockets to buy their way outta problems. If you’re not in the Fortune 571% of tech companies don’t make it 10 years. These are the changes that cost industries. There are changes that cost really big companies and the decisions we make, the trends we’re in right now, in 2026 will be written about in the future. [00:04:39] Jay McBain: This new era, a lot of big numbers being thrown around. Vince’s best friend talk about a six and a half trillion dollar AI opportunity, but it’s not Microsoft’s tam. Microsoft is chasing about a trillion dollars of this. And the ecosystem, the hardware, the software, the services, the telecom is gonna make up the rest. [00:05:04] Jay McBain: It is an ecosystem. Every time these big numbers are thrown, the word ecosystem is always thrown around it. Not to be outdone, Sam Altman’s talking about a $7 trillion build out. The world economy this year, the world GDP will be 126. These are material numbers to world GDP, but even better, they’re both larger than our entire industry is today. [00:05:27] Jay McBain: So what took 56 years of the fastest growing industry this year will be $6.07 trillion. Big numbers, but it’s easier to think about it in terms of a dollar that our customers spend in that dollar. They’re gonna spend 25 cents on hardware. They’re gonna spend 25 cents on software. So for anyone that read the memo 15 years ago, that software’s gonna eat the world, there’s still a dollar a hardware to run every dollar of that software. [00:05:57] Jay McBain: And whether you’re thinking humanoid robots or whichever future you’re envisioning, there’s going to be a dollar of hardware to run every dollar of software for the next 20 years. There’s over 25 cents now in IT services, and in many cases, these services are growing faster than the product categories and just under 25 cents in telecom, that’s how it breaks out today. [00:06:19] Jay McBain: And this industry, which took 56 years to get to this point, is gonna double in size in the next three to five years. We already have two and a half trillion of that seven raised and being spent. Part of the reason Nvidia is the most valuable company in the world. Now our industry, uh, you talk about ultimate partnerships. [00:06:40] Jay McBain: Our industry traditionally, and world trade by the way, is 75% indirect. The dealerships, the agencies, the brokers, the resellers, the retailers, the franchisees, the gas stations, the grocery stores, the pharmacies, all 27 industries sell indirect. You gotta think back the last time you bought something direct. [00:07:01] Jay McBain: Well, I bought a Dell from that dude in the nineties. Cool. Well, Dell Technologies is now 60% indirect. Well, I bought insurance. Direct is 15 minutes. Could save me 15%. Well, Geico last year sold more insurance through agencies and brokers than they did direct. This is the world now. We used to be 75% indirect four years ago. [00:07:26] Jay McBain: Then it went to 73.2, then it went to 70.1 and it then it went to 66.7. By the way, marketplace is in these numbers indirect. It’s not marketplace causing this change. It’s one company, Nvidia. Nvidia has seven customers. The magnificent seven, uh, half of them are in the room right now that every morning we wake up to a hundred billion dollars press release about this $7 trillion buildout. [00:07:56] Jay McBain: What’s interesting is indirect sales in our industry is growing by revenue. It increases every year, just not at the pace that this AI build out is happening direct with seven companies. But the reason we’re all here, and I think the core reason that Vince is building this community is this, you know, Microsoft forever has measured and been very vocal. [00:08:21] Jay McBain: About 96% of their deals have partners in them. Kind of who cares, who collects the money. We care about the moments, the 28 moments before the customer makes a purchase. We care about every 30 days forever, because two thirds of our industry, over $4 trillion now is subscription consumption based. Winning a customer today is only winning the first 30 days. [00:08:46] Jay McBain: We care about this cycle. We care about who surrounds our customer. So six years ago, I stood on a big stage and said, you know, we went through a decade of sales. You know, in 1999, you thought you were born to be a salesperson. You’re managing your territory with your gut. Well, a few years later, you were introduced to the science of selling. [00:09:07] Jay McBain: You know, 10 years later you thought as a marketer, you sit around a cocktail party joking with your friends, 50% of my marketing dollars are wasted. I just don’t know which 50%. Really funny. In 2009 until every 58-year-old CMO got replaced by a 38-year-old growth hacker. Coming in with Marketo and Eloqua and Pardot and HubSpot, and 15,505 as of yesterday, MarTech and iTech tools, ninjas in marketing, they wouldn’t let a nickel go through without measuring. [00:09:43] Jay McBain: Now we understand 96% of deals and partners that surround it. No deal is gonna be won or lost in this era without partnering effectively. So we had to have this decade of the ecosystem. One of the ways we’re tracking is by outsiders. You know, Salesforce every year publishes the state of sales and they’ve got, you know, the number one CRM in the world. [00:10:05] Jay McBain: So they get to go talk to all the CROs, all the salespeople in the world. And as of this year, a couple months ago, 94% of every salesperson in every industry in the world uses partners every single day. You wanna see what this number was six years ago. Also, 89% of salespeople around the world don’t think they’re going to club this year without partners. [00:10:29] Jay McBain: So this is a big moment for us, halfway through the decade ecosystem, but we’re only halfway through. We’re starting to understand now at a more granular level. What partnering means. It’s not theory, it’s not flywheels. It’s not really cute. McKinsey slides that we keep showing to our board saying how important partnering is. [00:10:51] Jay McBain: We’re trying to get to the very specific level of the 6.3 partners on average that surround the deal and what they’re doing. How their business model works, and that’s average if I’m working on a public sector deal. I was at a Red Hat conference yesterday talking sovereignty. If I’m in an enterprise or a large public sector deal, it’s north of 10 partners in the deal. [00:11:15] Jay McBain: So we’re starting to understand what used to be this, this, you know, you’ve been the fastest growing industry for 56 straight years. Every single professional services person in every industry has come in to join the fund. Over 90% of accountants are tech services firms. Over 90% of marketing agencies are tech services agencies. [00:11:36] Jay McBain: All of this 250,000 software companies, a million emerging comp tech companies, the half a million VAR that have been in that traditional channel. The managed service providers, all of these 20 different partner types, millions of companies, tens of millions of people competing for 6.3 spots. Around the customer. [00:11:58] Jay McBain: That’s it. Luckily, there’s 141 million global customers to compete for. There’s, there’s some open slots that you can go find, and that’s the point. Our industry never had our own Fortune 500. We always talk to, you know, these partners and GSIs are doing this and SI are doing that. And we never really had a view of capability and capacity or what our own TAM was inside of that partnering. [00:12:25] Jay McBain: And so we set out and we would’ve loved, you know, chat GPT or Gemini or Claude or any of those tools to do this. But there’s one problem in partnering with AI is that it doesn’t know one partner from the next. There’s a big digital sameness problem in our industry that every single partner, whether it’s Larry in the White van or Accenture, with 786,000 employees all say they do all things to all people all the time. [00:12:53] Jay McBain: 98% of them, 99% of them are private companies that don’t share their p and l. You can’t go into Microsoft’s LinkedIn system and find out how many employees, ’cause it’s a block system, it AI can’t see into it. So it just sees, and it’s a great pattern matching. Google, SEO can’t figure out who’s who, nor today can the large language models. [00:13:14] Jay McBain: ’cause all the things they’re trying to match, the transformers are trying to match. It all looks the same. Every tweet, every ebook, every website, every digital history looks the same. So this took us thousands of people hours across two years to do, to dig into every p and l to dig into every dollar of what they’re doing. [00:13:33] Jay McBain: But what was interesting is only a thousand partners in our industry do two thirds of all tech services. When you get into enterprise, it goes up to 80 to 90%. The partners in the middle, in Blue do more tech services. The 30 of them than the 970 partners in white on the outside, the 970 partners in White do more tech services than the next million combined. [00:14:03] Jay McBain: This is our industry in a nutshell. Every time we talk to a a vendor, every time we talk to a partner, every time we talk to a distributor, we’re now talking names, faces, and places. You you wanna talk sovereignty. Yesterday in Atlanta, 90% of sovereign conversations in public sector in the globe is handled by these companies here. [00:14:26] Jay McBain: Forget about how much you do with these partners today. You wanna chase the next column, which is the wallet share. And I was a channel chief for 17 years. I get the weekly report and I see a million dollar partner, another million dollar partner, sorted top to bottom. You don’t know which partners which, which of those million dollar partners is doing 1.2 million in your category. [00:14:46] Jay McBain: They deserve a baseball cap and a front row seat at your event as an MVP. The next partner right next to them is doing 10 million in your category. They’re only doing a million with you. ’cause customers are pulling them into it. Nine times outta 10. They’re leading with your competitor. So I don’t want that list anymore. [00:15:03] Jay McBain: I want the new list, which is showing me those $9 million opportunities. And I as a board member, as A CEO, as a CFO, as a CRO, I wanna see this list. And then I want to talk people, processes, programs, technology. What are we gonna do to go get our fair share of that 9 million? Where’s our lowest hanging fruit? [00:15:24] Jay McBain: How do we double our pipeline? How do we double the size of our company in three years? It’s all right here. Let’s have very specific conversations and move away from flywheels and move around from force multipliers and and things like that in partnering. Let’s figure out how this partner community is surrounded. [00:15:45] Jay McBain: What do 10 million people who have to be smart in front of their customers every single day, what do they read? Where do they go and who do they follow? It’s the law of a few. This is the old Malcolm Gladwell of tipping point 10 million people in the broader channel. A hundred percent of our TAM comes down to only a thousand watering holes. [00:16:08] Jay McBain: 12% of that entire audience. Doesn’t sound like a lot, but it’s over A million. People love podcasts. Number one way they learn the Joe Rogan effect. In our industry, there’s 121 podcasts. These are all public lists. You can go get on my LinkedIn newsletter on canals, oia. But there’s 121 podcasts that drive him forward. [00:16:28] Jay McBain: Really high up on that list, actually number one on the list is ultimate partner, Vince. That’s how I met. ’cause I asked people, 10 million people, you love this. You walk your dog, you drive to work, you listen to podcasts. I’m not the biggest podcast fan. It’s not number one on my list, but it’s number one on theirs. [00:16:44] Jay McBain: They say, you know, you gotta meet this guy, Vince. It’s unbelievable how great these podcasts are. They’re ultimate. [00:16:54] Jay McBain: Then I talked to Vince and said, but Vince, you know, 35% of your community, the 10 million people love to come to events like this one. The hallway conversations, the hotel lobby bar last night. This is what we love to do, especially post pandemic. It’s the number one way we learn. We learn from our peers, we learn from those around us, and, and the learn from the conversations we have here. [00:17:17] Jay McBain: We always remember these moments, you know, years and years later. There’s 352 choices. I’m going to five of them this week in five different cities. It’s a lot of coverage, but again, it’s a tighter li list of how people work. The magazine lists 106 of them associations like Conter. Now the GTIA peer groups, there’s 15 different spheres of influence, but only a thousand places. [00:17:43] Jay McBain: I could walk you through billionaire, after billionaire, after billionaire in this industry and show you how they did this. How did Arne Bellini at ConnectWise? How did Austin McCord at Datto, how did Nerdio become a unicorn? How did threat locker and huntress move away from 6,500 cyber companies and become unicorns over and over and over again? [00:18:05] Jay McBain: It’s only one slide. Unicorns and billionaires are made here, and a lot of people don’t get it. So walking away from Bellevue, a thousand partners, top down, a thousand watering holes, bottoms up. You’ve covered a hundred percent of your tam. You do it better than 10% of your competitor, 10% better than your competitors. [00:18:27] Jay McBain: You win. You carry that on your resume into the next company. You get a bigger job at a bigger pay scale. Let’s just walk through some examples. Cyber 91.7% of it goes through the channel. Huge channel audience. You know, if you’re in MarTech, it’s only 10%, but this one happens to be all channel, but that’s not the story. [00:18:48] Jay McBain: For every dollar that the 6,500 cyber companies are trying to close, there’s $2 in services. Plot twist, the products are grown at 11, the services are grown at 12.6. Your partners are growing faster than you are, and they will continue to for the next, at least five years, probably 10. So when I’m here, five years from now, you’ll hear in me talk about a three to one split in cyber and then a four to one split in cyber. [00:19:18] Jay McBain: Now, when we’re in Miami a couple days ago is CrowdStrike, they’re talking about a $7 and 5 cent multiplier, chasing that two to one up higher. You look at managed services. Here’s a fun story. Managed services. 82% of customers who are man, uh, outsourcing more this year than last year. 650 billion in size. [00:19:38] Jay McBain: This is bigger than the entire SaaS industry. Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot, 250,000. Others. This is bigger. It’s also bigger than all the Hyperscalers combined, not just AWS, Microsoft and Google, but Alibaba and Oracle and everybody down the list. This is a massive market also growing at double digits. [00:19:59] Jay McBain: So these are some big things and obviously we’re watching, you know, week in and week out, quarter in, quarter out, the Battle of Software and Battle of the Hyperscalers and things like that, and who’s growing at what pace and, and how partnering is connecting to all of this. You know, we watched a moment really early in the pandemic where Microsoft started growing faster than AWS and they haven’t stopped since 26 straight quarters. [00:20:27] Jay McBain: And you ask customers and say, you know, does Microsoft have a better product? And in most cases they say no. You know, AWS had a five year head start. Well, did they have a better price? Well, no, actually most cases Microsoft’s more expensive. Well, did did they have better promotion? Was their Super Bowl ad better? [00:20:44] Jay McBain: No, they’re both kind of crap. So you kind of ask the questions of what’s the only difference that could create growth above the leader in the market? Well, it’s place. More of the 6.3 partners are walking into those keyboard room meetings and drawing clouds up on the wall and labeling the Microsoft than they are AWS. [00:21:03] Jay McBain: Very simple. It’s never been about product. The best product in our industry has never won. And now the best way forward is that partnering moment, and this is the moment. So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book. And it could be the book like Kodak, they invented the product that ended up killing them. [00:21:26] Jay McBain: And it’s a woe is me story, but chapter one is always you blame the CEO. How could they not see those trends happening in 2026? How could they, you know, were they blind? Were they stuck in their own, you know, innovation chamber? Innovator’s dilemma, were they stuck in their own boardrooms? Why couldn’t they see? [00:21:46] Jay McBain: Well, chapter two, you, you blame the board. They have fiduciary responsibility, outsider view, and how could they not see it? But really, this is the future right here. If you take this slide and apply it 10 or 20 years from now to every failure and every success, these are the chapters of the book. Your buyer is now a millennial. [00:22:05] Jay McBain: As of last year, the 51% of our market is bought by people born after 1982. Different psychology, different behavior, different journey, different criteria, their integration. First buyers. The buy a product, 80% as good as the next one. If it works better in their environment. 94% of people won’t buy a car unless it has CarPlay or Android Auto. [00:22:26] Jay McBain: New Buyer. You have to be more integrated than your competitors. That’s a partnering story. The 6.3 partners. If you heard cyber, you need some great channel partnerships, but you need the other 5.3 partners as well, the consultants, the advisors, the designers, the architects, the implementers, the integrators, the manner service, all of the other partners. [00:22:44] Jay McBain: You need to know more of them than your competitors do, and have them label clouds with your name in them. You need better alliances. Even if you compete, you only compete in the morning. You’re best friends by the afternoon. You have to be tight with the hyperscalers, tight, with the big SaaS platforms, tight with cyber, tight with distribution, there are layers, seven layers to every deal. [00:23:04] Jay McBain: You gotta be tight in and have better alliances than your competitors. And then it all comes to the 28 moments, which I’m gonna end on, but the go to market of all of this, the co-selling, co-marketing, co-innovation, co-development, co keeping. This is it. Your product has to be good enough that somebody’s gonna renew it. [00:23:21] Jay McBain: Your Super Bowl has to be, you know, ad has to be good enough that people don’t, you know, shame you on social media. Your pricing has to be somewhere in a country mile of the bell curve of what the customer wants to pay. But successor failure is just here and platforms are synonymous with partnering. [00:23:40] Jay McBain: It’s our role now in the decade of the ecosystem to drive our companies forward. Marketplace. It’s probably the most predict, you know, great prediction we ever made. You know, growing at 82% compounded, it’s hard to predict ’cause it doubles almost every year. We were almost exact to the decimal point. Five years later now till 2030, we’re watching a second story, which is more interesting. [00:24:02] Jay McBain: If 96% of all deals have partners inside of them and there’s private offers and multi-partner offers and distributor sellers record all these funding mechanisms or services as a product. As of last week, over 50% of all deals in marketplaces now have partner funding. It means that while money changes hands differently, the respect and the recognition of what partners do is in the deal. [00:24:26] Jay McBain: We think that’s going to 59, but at some point, that’s gonna have to hit 96. ’cause to run the best programs, whether it’s an indirect sale, whether it’s a direct sale, whether it’s a marketplace deal, it doesn’t matter how money changes hands. What matters is we recognize the 6.3 partners. They’re not only making the deal happen bigger and faster, but renewing and enriching that every 30 days forever. [00:24:48] Jay McBain: When we watch, you know, billion dollar clubs and when we read all the press releases and all the hubbub about how fast this is growing and who, which companies are behind all this. When I’m quoted in some of these press releases, it’s because of this. You know, CrowdStrike, you know, brags are a billion dollars in a single year, but inside of that, they’re showing that 91% growth in marketplaces, which is pretty phenomenal for any company to almost double in size every single year. [00:25:17] Jay McBain: What’s more phenomenal is they’re growing the channel piece of it, 3548%. That green part of it is growing. Companies that understand platform and have people and processes and programs and technology to do it are winning. And they’re getting recognition and partners are starting to join the Billion Dollar Club who don’t sell a product, but are also winning at Extreme Scale. [00:25:44] Jay McBain: So talk about those partner 1000 and who are leaning in to win at this level. As well as everything changes, traditional billing moved into subscription models, moved into consumption models. Now we’re being tokenized to death multi it’s, it’s in this mode of micro consumption. There’s no chance there was little chance in subscription consumption that would be resold. [00:26:09] Jay McBain: You don’t buy Netflix from the cable guy in the white van. There’s zero chance when you’re buying tokens at a buck a piece that that’s going through any indirect sale. This continues to grow. Now the tectonic shifts is what happens when money changes hands differently. These old programs that we used to all write hundreds of different boxes, we checked every day on deal reg and trainings and all the other things are changing. [00:26:35] Jay McBain: To this, you’ll get these slides, by the way, in high res, inside of this now is the customer. For the first time ever, 45 years later, we have the customer in the middle of what we do, the 28 moments in green before they buy the seven layer stack and the partners inside it. The implementation. The integration, the managed services in a cycle that never ends, and two thirds of our industry. [00:26:55] Jay McBain: With the customer in the middle, we can now move money around to the different moments. It’s not all landing in front or backend margins or market development funds or new customer bonuses or spiffs. It’s landing where it needs to land. Over 400 companies now, pretty much led by Microsoft 400 companies are in a point system right now and 400 more. [00:27:18] Jay McBain: We’re working kind of behind the scenes to get that announced in the next 12 months. This is a total changeover in terms of how economics work and partners are yelling over half of us. I don’t care. Don’t call me a VAR anymore. Don’t call me an MSP. Don’t call me a regional system integrator. I do the consulting over half the time. [00:27:36] Jay McBain: I do the design, I do the implementations, I do the managed services, and 44% of us are vibe coding. On weekends. We’re not happy. Just on the services side. We wanna join the seven layer tech stack as well. These are partners growing faster than their vendors by understanding this cycle and where to show up and where the money is in ai. [00:27:56] Jay McBain: And the number one thing they’re asking for is not more leads, which they did for 45 years. The number one thing is now recognized for what I do. I’ve never just been a cash register. We’re completely now past this idea of a channel being a channel of distribution, and now a channel being this platform for the future. [00:28:16] Jay McBain: As we lay that on top of ai, the first couple of years of AI has really been consumer driven. The 95% failure rate that MIT reported last year is now 70%. That’s the failure to get from proof of concept to production. That 70 will be 50 by the summer we’re moving now in business, the maturity rates are going up at the end customer and in 88% of cases, that’s because of the channel. [00:28:43] Jay McBain: They’re working with partners. They’re not vibe coding themselves and working in little skunkwork groups. They’re working with partners to make it happen, and it now becomes the partner’s number one growth opportunity. I can grow at 11 or 12% in cyber every year. Compounded I can grow in 10% in managed services. [00:29:03] Jay McBain: You know, those are great double digit growth ’cause my customers are growing at 2.7% and I can go four x my customer, but I can go 10 x my customer if I have the right services built around ai. And this compounded growth rate and that big number in 2 20 32, 267 is what’s got those top 1000 partners obsessed. [00:29:25] Jay McBain: And your companies are leading with ai. Now you need to connect to those AI services. You need to get partners on this scale of growth. And they will be adding your name inside every cloud. They write on every whiteboard, but 82% of partners around the world, you know, we survey 25,000 of them aren’t ready, and they’re blaming vendors for not being ready, and they’re telling them exactly the workshops and the training that they need to get ready for this cycle. [00:29:53] Jay McBain: 82% of our entire partner, tens of millions of people, aren’t ready to grow at 35% and they need our help. Last thing I’ll say about AI is it’s the first time from client server to cloud, edge to cloud that it’s been segment driven. SMB alone has one, you know, six different segments, one to nine, 10 to 24, 25 to 49, et cetera. [00:30:18] Jay McBain: Mid-market into enterprise. No one that runs a restaurant is calling Jensen to buy a GPU to put next to the stove. No one’s calling Sam or Dario or anyone at Anthropic or OpenAI directly. They’re waiting. If you run a restaurant with all the people running around with tablets, you’ve invested in toast or square or clover or one of the platforms to run your business. [00:30:41] Jay McBain: A hundred different things. And you’re gonna wait for toast to work with a hyperscaler and build out the capabilities genetically. So when they see a spike in Uber Eats orders, they automatically place a food order and automatically change the staffing to deliver on it. That’s what the restaurant’s waiting for, and there’s no one calling and having a big a agent conversation. [00:31:03] Jay McBain: But even if you go into hundreds of people in medium sized business, every one of the vice presidents have their tech stack already built. I talked about the marketing person already, but the HR leader has one, and everybody’s got their seven layer stack. They’re not calling to buy a GPU and they’re not calling to, you know, bring in open AI directly or, or anthropic. [00:31:22] Jay McBain: They’re waiting for the platform they built to integrate together ag agenta capabilities. Everybody’s in wait mode up until enterprise and public, large public sector. So we are looking at this market and at 90% of that AI market is run by those thousand companies, and the rest of the millions of partners are helping in terms of how these businesses are gonna change at that level. [00:31:46] Jay McBain: Here’s where I end. You know, the 28 moments used to be a theory. It used to be a flywheel. How do we buy a car? [00:31:55] Vince Menzione: Well, we Google it, [00:31:57] Jay McBain: 81% of us now, 94% of us use large language models. We find out that there’s 365 brands of car. I’d have to test drive one every day of the year to get through them all. So we start narrowing these things down. [00:32:09] Jay McBain: We configure it. We put our rims on it, we color it. We download the invoice price. We download the backend rebates this month, whether I buy it in May or June, we find out what 5,000 people paid for our exact car within 50 miles of us. And then we don’t wanna go to the dealer because we know more than the salesperson, the manager ever will. [00:32:26] Jay McBain: We know what we’re gonna pay within, you know, dollars or cents. Just carvana the car. Hand me the keys. Let’s just forget the whole eight hour back and forth. I’ll get you a deal thing. I’m smarter than you in technology. Our customers are smarter than us, smarter than salespeople. That’s why 75% of millennials don’t wanna talk to a salesperson. [00:32:48] Jay McBain: They want to end digitally, and by the way, they’re not gonna send a fax after 28 digital moments. They’re gonna end on a digital marketplace. This is all demographics. It’s not hard to see where it’s going, but we’re getting into names, faces, places again. What if every dollar of your tam, the board, the CEO, runs around with their big multi-billion dollar number, they’re chasing? [00:33:09] Jay McBain: What if every single deal looks the exact same? This is a deal with AstraZeneca, A real deal, real customer spending millions of dollars. We know it starts in October, it ends in April. It’s a six month cycle. We see what they read, the MQ ls at the beginning. We see the sales demo moments. We see ISV, but we’ve never had the light blue boxes. [00:33:30] Jay McBain: What if we as a team could overlay the 6.3 partners in this deal? And when you find out a couple things. Here’s where I end. In December, five deals were one, three of them by NTT. The person at NTT probably coaches AstraZeneca’s, you know, kids’ soccer team. They probably have a cottage together at the lake. [00:33:50] Jay McBain: For the last 20 years, if the person at NTT worked at Deloitte, Deloitte would’ve run this deal. But Software One and Yash are both there, so we understand that when they were drawing clouds up on the wall in the boardroom in December, this deal was won and lost there. It was not won and lost at the point of sale. [00:34:09] Jay McBain: So what if you knew more about this and could see every dollar in your tam? You had an early warning system that this was happening. Two things jump out at this now that we’re in Bellevue. AWS was touched twice in this deal, directly in the marketing cycle and the sales cycle. AWS lost this deal. Here’s an example of Microsoft winning a deal with Microsoft never being touched. [00:34:34] Jay McBain: For some reason, NTT who won, who won AWS’s partner of the year a couple years ago led with Microsoft, so did Software one, Microsoft’s biggest reseller in Europe, and as did Yash, they all led with Microsoft and without Microsoft, knowing Microsoft took a multimillion dollar deal away from their competitors by winning in December. [00:34:53] Jay McBain: That’s one. Second. These partners didn’t just show up other than soccer and cottages. They didn’t show up in December. It went closed one in their CRM system. Back in the summer, August, September, we already knew AstraZeneca was in market, spending millions of dollars. We didn’t need them to read an ebook or go to an event to find that out. [00:35:17] Jay McBain: We knew it because it was closed one. They’re spending hundreds of thousands of dollars times five in December to know what to do at the end. This is an early warning system that’s better than any MQL, better than any SQL. And if you could give your company these level of view into their pipeline with an early warning system that I can work with those partners for months before they ever show up at the customer’s boardroom. [00:35:44] Jay McBain: This is it. Talk about 47% winners. This takes you from not only surviving the AI era to being a top five platform winner. Thank you very much. [00:36:01] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.

Today’s headline news for Canadian IT solution providers: Zscaler launches Project AI-Guardian: Zscaler announced a new initiative on Tuesday called Project AI-Guardian, partnering with global systems integrators Cognizant, EY, HCL, Infosys, TCS, and Wipro to help enterprises secure AI deployments. The program leverages Zscaler’s AI Protect portfolio – covering AI asset discovery, access controls for AI services, and real-time guardrails for AI infrastructure – to address what the company describes as the security blind spots created by autonomous AI agents acting with delegated permissions. According to CEO Jay Chaudhry, the initiative is designed to “ensure that AI adoption does not come at the cost of security.” Jamf names Beth Tschida CEO: Jamf named Beth Tschida as chief executive officer, effective immediately, on May 20. Tschida moves from interim CEO and former CTO to the permanent role, becoming the first woman to lead the company in its more than 20-year history. The appointment comes roughly four months after Francisco Partners completed its $2.2 billion acquisition of Jamf in January 2026; Tschida’s tenure as CTO saw Jamf’s security ARR grow 40 percent year over year to represent more than 30 percent of total revenue. Aura + TD SYNNEX: Aura Business has partnered with TD SYNNEX to bring its identity-centric BYOD security solution to MSPs through distribution. Aura debuted the offering at MSP Summit 2026, with Omdia research finding that demand for BYOD security among MSP clients is surging. SOCRadar AI agents: SOCRadar launched an AI Agent Marketplace and Identity Intelligence platform designed to help security teams automate detection and response against identity-driven attacks, positioning the agents as additions to existing security stacks. Akamai acquires LayerX: Akamai Technologies announced a definitive agreement to acquire browser security vendor LayerX, extending its workforce security strategy with browser-level visibility and governance over AI usage. Cisco Canada marketing: Jennifer Rideout has rejoined Cisco as head of Canada marketing, noting on LinkedInthat she is about a week into the new role. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Thursday, May 21, 2026, and here’s what’s happening in the channel today. On Tuesday, Zscaler announced Project AI-Guardian – a formalized initiative that brings together six major global systems integrators under a common framework for securing enterprise AI deployments. The partners are Cognizant, EY, HCL, Infosys, TCS, and Wipro, and together they’ll leverage Zscaler’s AI Protect portfolio to deliver what the company describes as a full 360-degree view of an organization’s AI footprint. The program is designed to address what Zscaler calls the “agentic world” problem – the reality that AI models don’t just respond to queries anymore. They act autonomously, connect to data and apps, trigger downstream actions with delegated permissions, and in doing so, create blind spots that traditional security tools simply aren’t built to see. According to Zscaler’s CEO Jay Chaudhry, “AI adoption does not come at the cost of security” – and the GSI partnerships are meant to scale that posture across the largest enterprises in the world. The GSI framing is enterprise-scale, but the underlying framework – discover your AI assets, control who accesses AI services, secure what AI builds and runs – is a blueprint that maps directly onto the conversations solution providers at every level are already having with their clients. As more organizations ask harder questions about what’s actually running on their networks, the partners who have this conversation early will have an edge. Jamf named Beth Tschida as its permanent chief executive officer yesterday, effective immediately. Tschida has served as interim CEO since March, and before that was the company’s chief technology officer. She becomes the first woman to lead Jamf in its more than 20-year history. The announcement lands about four months after Francisco Partners completed its $2.2 billion acquisition of Jamf in January, taking the company private. Strosahl, who shepherded that transition, has stepped away. Brian Decker of Francisco Partners cited Tschida’s “technical depth, operational discipline, and strategic vision” in a statement. The headline number from her CTO tenure: Jamf’s security ARR grew 40 percent year over year under her watch and now accounts for more than 30 percent of total company revenue. Her stated priorities going forward include autonomous device management, opening the platform for third-party AI tools, and building out an AI governance layer – all of which signal where the product is heading. The Francisco Partners angle is worth a second look. The PE firm also owns SonicWall, BeyondTrust, and Boomi – a portfolio of security and integration assets that, taken together, creates interesting possibilities for cross-platform plays. Channel partners who move Apple devices, or who sell into environments where Apple is a growing presence, should keep an eye on where this leadership takes the product roadmap. In Brief – Aura Business partners with TD SYNNEX to bring its identity-centric BYOD security solution to MSPs through distribution. SOCRadar launches an AI Agent Marketplace and Identity Intelligence platform targeting identity-driven cyberattacks. Akamai announces a definitive agreement to acquire LayerX, a browser-based AI usage control and workforce security vendor. Jennifer Rideout has rejoined Cisco as head of Canada marketing. Full details and links in the show notes or the blog post. Later today on In The Channel, Anthony Tanoury from Dell Technologies joins me to talk about how distribution has become the primary on-ramp for mid-market AI, and what that means as Dell’s Modern Partner Platform takes shape. It’s the last of three conversations I had at Dell Technologies World this week and a good one to end on. And if you haven’t caught Wednesday’s episode yet, Rob Emsley from Dell makes the case that the backup is the target – and why data protection needs to be reframed as a full cyber resilience practice. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Steven Kiss, partner and national ServiceNow practice leader at EY Canada This is the final episode in our Knowledge 2026 coverage series, recorded live in Las Vegas. If you haven’t caught the earlier episodes, we’d suggest starting with our conversations with ServiceNow SVP of global partnerships and channels Michael Park and ServiceNow AVP of Canada Cristin Gooderham – both published last week. Steven Kiss is a partner at EY Canada and leads the firm’s ServiceNow practice nationally. His path to EY is worth knowing: in 2013 he co-founded SuMO IT Solutions, which grew into Canada’s largest ServiceNow boutique and became the country’s first gold and first elite ServiceNow partner. EY acquired SuMO in May 2021, making this conversation’s recording date – almost exactly five years later – a quietly meaningful one. EY is a global elite ServiceNow partner and the reigning worldwide partner of the year for banking, risk, and security. Steven’s strength in this conversation is that he speaks as a practitioner, not a spokesperson. He describes EY using ServiceNow internally as client zero – targeting eighty-five to ninety percent deflection of HR interactions, with employees getting instant answers to questions that used to require a chain of emails. He’s watching the agentic AI transition from the inside of a four-hundred-thousand-person organization. On the practice-building side, his advice is consistent and direct: configuration over customization, accelerators over custom builds, and outcomes over deliverables. The partners who survive the AI transition, he argues, are the ones who learn to translate technology capability into business value – not the ones who can deploy the most modules the fastest. His closing advice to Canadian MSPs and solution providers is worth the listen on its own: before you talk about what you can build, stop and ask what the client is actually trying to accomplish. It’s the philosophy that built SuMO – and it’s the one he’d hand to any partner trying to figure out where they fit in the agentic business era. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. This episode wraps up our coverage from last week’s ServiceNow Knowledge 2026 conference in Las Vegas. If you’ve been following along, you’ve heard from ServiceNow’s global channel chief on how the partner model is evolving around the Agentic Business, and from ServiceNow’s Canadian leader on what all the big announcements mean for Canadian enterprises and partners specifically. This conversation is a different angle altogether – what does this moment look like from someone who’s actually been building a ServiceNow practice in Canada for over a decade? My guest is Steven Kiss, partner and national ServiceNow practice leader at EY Canada. What makes this conversation different from a lot of partner-perspective interviews is his backstory. Steven didn’t arrive at EY through the traditional consulting path. In 2013, he co-founded SuMO IT Solutions, which became Canada’s largest ServiceNow boutique – the first gold and first elite partner in the country. EY acquired SuMO in May 2021, and Steven has been running the national ServiceNow practice from inside one of the world’s largest professional services firms ever since. EY is a global elite ServiceNow partner and the reigning worldwide partner of the year in banking, risk, and security. That combination – born in a boutique, operating at GSI scale, winning in regulated verticals – gives him a perspective on where the channel is headed that’s worth hearing whether you’re running a five-person shop or a fifty-person one. Let’s get right into it – my chat with Steven Kiss. Steven, thanks for taking the time. I appreciate it. Steven Kiss: My pleasure, Rob. Good to be here. Robert Dutt: I want to start off with a little bit of the background. You didn’t arrive at EY through the traditional consulting angle. It’s neat that you built out a ServiceNow specialist in SuMO IT, which was then acquired. For listeners who don’t know the backstory, can you give us the elevator pitch version of what happened? And also, what does the EY ServiceNow footprint in Canada look like today? Steven Kiss: Yeah, absolutely. I’d love to tell you that story. It goes back to 2013, where we saw an obvious opening in the market. ServiceNow was coming on strong, really starting its momentum. We had a lot of legacy HP folks and HP Service Manager, et cetera. With ServiceNow, I think there was a real opportunity to see the market redefine and reshape itself. We launched in October 2013 with just a handful of employees, and really being focused on the goal of building the best service management partner organization in the country – that was the fuel that allowed us to grow. It wasn’t about how do we grow the quickest, have the most people, have the most certifications, be the most profitable. We really just wanted to be the place that people would come to when they wanted to modernize and accelerate their transformation. And then it grew into, I would say, Canada’s largest ServiceNow boutique. We were the first gold partner in the country, and then we became the first elite partner in the country. Then up to the point in May 2021 – which is our fifth anniversary coming up in a couple of days – we completed the acquisition by EY, where we brought 85 professionals into the EY Canada organization. That’s just the high-level story. Robert Dutt: That’s the backstory. Where’s that business at now? What does it look like in terms of scope and scale? Steven Kiss: It’s been an incredible ride. We brought in the things that made the boutique partner super successful, which meant very deep technical skills, then expanding as the ServiceNow platform expanded. But there’s a true opportunity within an organization like EY to leverage that front-end consulting engine. EY as a legacy consulting organization is in the market every day talking about HR, cyber risk, supply chain optimization, any part of the business. What that offered them was the ability to operationalize consulting – in the real world, solve the problem for the customer by using technology. We’ve been able to grow with that through activation and integration within the firm. It’s been an incredible ride and it still continues to grow and expand today. Significant growth over the past five years. Robert Dutt: The big theme here was obviously the Agentic Business – the argument that the pilot era is over and we’re moving towards autonomous AI deployment that shows real value. From where you sit, working with Canadian enterprises day to day, how does that land with what you’re seeing, with where people are? Are your clients there yet, or is this still aspirational for most? Steven Kiss: Well, I think let’s put it this way. I think people have a sense of what they’d like to accomplish when we talk about the agentic enterprise – the vision of the future, the aspirational vision of tomorrow. I think that’s somewhat clear in people’s minds. It may not be fully aligned from executive to executive across the board, but I think they have an aspirational thought of what it is. A couple of years ago, Gartner put out a quote – and I hate to misquote it – but something along the lines of the vast adoption of AI in an enterprise will come from the platforms people are already using. And of course, we’ve seen that: ServiceNow, who’s been in the AI space for years and years, and other platforms that enterprises trust are obviously incorporating AI capabilities. You’ve got departmental efficiencies in a lot of cases, but I don’t think you have the end-to-end benefit of AI all the way through. You’ve got pockets of it, but the enterprise benefits are not yet being realized. A hundred percent, like everybody says, we’re in the pilots and the kicking of the tires phase. But I think we have to think broader. This is not about how do I get my department to operate better, faster, stronger, cheaper – it’s really about the execution from request all the way through to fulfillment across the enterprise. We have the same actual goals as what we’ve had for years: breaking down silos, creating efficiencies across the enterprise, now with an expectation of accelerating all that. The good news is it’s at least a familiar challenge – a familiar motion – to break down those silos and get everyone rowing in the same direction. Robert Dutt: A hundred percent. And I think that’s exactly it. How do you see your role, or the role of other partners, in helping organizations get that alignment across executives and get everyone prioritizing and identifying the steps? Steven Kiss: Yeah, this is very interesting. This is where I look back on the earlier question about boutique versus the Big Four mindset now. I think of us very much along these lines. I’ve seen from the inside what organizations like EY have done. We’re a global operation – four hundred thousand people. Yes, we look at it from the Canadian lens because of being in Canada, but we’ve seen firsthand how these pockets of AI innovation turn into more enterprise workflows. Again, we’re four hundred thousand people, so any time we can see even single-digit efficiencies, that adds up to real dollars – and more importantly, less frustration for the people inside these workflows. We’re able to take these case studies and things that we’ve seen as client zero to our clients. We go, “Look, we are also a global operation. We have global employees. We understand the frictions from the inside.” And I think being able to tap into that front-end consulting engine I mentioned a few moments ago – we are already in the market talking to the people who own that business problem, the person who feels the pain of it, potentially the budget to solve it. We’re able to bring our expertise to that story and explain how we would solve that problem. I think the adoption of platforms like ServiceNow reduces the obstacles to get there, simply because we can leverage the “using technology you already own” mindset. You don’t have to buy yet again another tool, another platform, train more people. It’s already been security vetted. You already know how to support it. Your people are used to using it. Why not simply extend it into these areas? That’s been a huge benefit of the conversations we’re having. Robert Dutt: A big theme here – and whether you want to call it eating your own dog food or drinking your own champagne, ServiceNow tends to call it “Now on Now,” running the business on the product – I’m curious how you guys use ServiceNow internally, and especially as some of the new agentic capabilities roll in, how you’re thinking about it from an internal lens as a way to both learn and to add value to the organization. Steven Kiss: Yeah, absolutely. It continues the thought from before – AI, obviously, is going into every department. There isn’t a department that’s not looking at it. We’re doing the exact same thing internally. We are a client of ServiceNow in addition to being a global elite partner, and we have the luxury of being able to look at it from the point of view of scale. Initially people are looking at it from the departments that are – I don’t want to necessarily say early adopters, but potentially early adopters – and IT would be one. If you think about what happened a generation ago with IT service management moving into enterprise service management, it’s the exact same thing. IT is one of the most framework-driven departments in an organization. We ourselves have deployed ServiceNow in IT for request management, traditional help desk support, ticketing, case summarization – things of that nature have been huge. HR has also been a huge accelerated adoption area with ServiceNow – onboarding new employees and things of that nature. We also see ourselves moving very aggressively toward the target outcome of deflecting eighty-five to ninety percent of HR interactions. Things as basic as “What is the value of my flex benefit account?” or “How many days of vacation do I have?” – these are all things that the human in us wants to know nearly every day, but getting to that answer is not as easy as it should be. I have to send an email and I have to hope I get an answer. Now I can just simply ask and get the answer back. Looking at the employee from the human nature element is guiding where we’re taking it next. It’s really exciting where I’ve seen EY go from five years ago to today, and I think we’re going to see further acceleration in these areas. Robert Dutt: You guys just won Worldwide Partner of the Year for banking and risk. Very specific distinction – not just great implementation partner, but specifically in high-stakes, regulated space. Take your victory lap. What does that actually mean in terms of what you think you’re doing that more generalist partners aren’t? Steven Kiss: It’s incredible. And Rob, I hate to point it out – you also missed security in there. So it’s risk, security, and banking, which means we’re on the resilience side. If I take risk and security together, it’s not functional deployments of these things – it’s understanding the mindset of what resilience means to organizations, especially regulated industries like banking. This is a perfect example where these things actually come together. I think what separates us, in addition to the obvious large footprint in the banking and financial services sector to begin with, is again leveraging that front-end consulting engine. It’s one of our largest sectors. It’s where we’ve got a ton of innovation going, especially internally at EY with our AI innovation centers, et cetera. There’s a lot of horsepower and investment directed at these. I think they’re also the sectors that are investing the most themselves. So there’s a very strong partnership. It’s truly amazing for us. We work with very large financial institutions to help them get to success in these areas. I think it’s also not about deployment of modules. It’s not about people at hours. It’s really about outcomes and value – being able to really understand our clients, understand their business, understand their greatest challenges, connecting those issues across levels in the organization so we can understand what success looks like for them. We also have banking innovation departments with people who spend all day, every day just thinking about what the future of banking looks like. Being able to apply the value proposition of the ServiceNow alliance as part of those conversations is a huge differentiator. And this is the third year that we are the banking partner of the year, so we see continued success there. Robert Dutt: Close to home – I keep thinking about regulated industries in Canada, data sovereignty, public sector sensitivity, OSFI E-21, all of these things. Given that you guys have practice strength in exactly those regulated environments, where do you see the biggest near-term deployment opportunities for ServiceNow in Canada specifically? And what do you see as the blockers that are still there? Steven Kiss: Yeah, absolutely. I’ll start with blockers. I think organizations need to realize that they’ve got to get their data in order. This is the foundational element that’s going to stop rapid deployment if they don’t have it in place. They’re just going to be behind – and I don’t think the market is going to tolerate falling behind. The people who are proactive at investing in what tomorrow is going to look like will be the winners from a business perspective. That’s foundationally it. When you start talking about OSFI E-21 and regulation, they’re very defined on what the needs are, but I don’t think those needs are defined fully – we can’t see so many years out. They will constantly evolve, because we ourselves don’t ultimately know what AI is going to look like. So how would the regulations? They’re going to constantly evolve and mature. And I think the benefit of what I’ve seen in platforms like ServiceNow is the endless ability to evolve with the times without ripping and replacing. The investments will be leveraged and built upon and refined. I haven’t seen any other organization plow as much R&D into their platform as ServiceNow has. It’s not build your own house. They’ve defined it and created the frameworks, and configuration – not customization – is going to get us where we need to go. That’s a huge differentiator. But again, it’s ultimately going to come down to navigating the endless evolution of these regulatory needs. Robert Dutt: One of the big announcements this week – Action Fabric and the MCP integration layer – opens the door for partners to build proprietary IP on top of the platform and bring it to market as their own. Curious how you’re thinking about that. Is that something you’re doing – building reusable accelerators or industry-specific agents that you’re bringing to clients? And how do you think about the build-versus-configure question as that evolves? Steven Kiss: Yeah. I’ll start at the end and you can keep me on the straight and narrow with the rest of the question. With clients, it’s very much about having a framework of success as you start to deploy. And as I said previously – configuration, not customization. Leveraging as much out of the box as possible, and industry-leading practices are going to drive how we deploy things. This is not about individual whims. There is a well-worn path in front of you – follow it, adapt around it, and then you are going to be running, not walking. The organizations that adapt and create that framework of success are going to be the very successful ones. As it relates to building blocks to create IP at the partner level on top of the platform – I think we’ve seen this for years with different degrees of success – because you’re essentially thinking about it from a productizing perspective. You have to accept the fact that if you are in the productized business, you are a product organization. You need size, scale, ongoing investment. You have to have that commitment internally. I’m a big fan of innovation where it doesn’t ratchet down the foundational capabilities of the platform. I’m a big supporter of accelerators that allow clients to get to the finish line faster – and these don’t necessarily mean we’re creating a product that locks clients into certain capabilities, because we’ve seen the negative side of that over the past five, seven, ten years. Accelerators that provide an industry-leading process to the conversation, that allow us to move the client toward the outcome of what this thing should look like – those are very positive. And once again, if you think about EY, the brand is very strong in risk, security, the resilience story. Partnering with an organization known for that just accelerates the path to the finish line. Robert Dutt: Outside of what we’ve already talked about – or even within it – what have been your big takeaways from the event? What caught your ear the most and changed the way you think about something, or that you think is going to lead you to do something new or different in the practice once you get back home? Steven Kiss: The show, a hundred percent. A couple of things. First of all, the way ServiceNow is actually driving the market forward. In some ways it’s very Apple-esque – the old Steve Jobs quote, “our customers don’t tell us what they need, we’re there to help guide them.” I’ve seen that with things like AI Control Tower. Everybody’s excited about the possibilities of AI, but we can’t just let it loose. It has to be governed. And we have to be able to, over our Monday morning lattes, look at a single system and understand where our position of risk is. Number two – the areas of regulated industries and having a recommended path forward for clients operating in those sectors, being able to guide them through that in an accelerated way so we’re not waiting years to get there. Organizations are looking at this like an arms race – everyone’s running. So let’s make sure they don’t trip and get them there. Those are probably the areas where I’m the most excited about continuing to see the innovation and investment from ServiceNow. It’s something that I don’t think has ever been seen at that level. The way they’ve adapted to the AI story has been incredibly impressive – not following, very much leading. And I think it’s just very exciting. Robert Dutt: Last one for me. Our audience is primarily VARs, MSPs, smaller solution providers – not GSIs, but folks who are watching what you guys at the big integrators are doing because it tells them something about where the market’s going. Especially given your former life leading SuMO and being in that boutique partner role – if you were advising a mid-sized MSP or other partner right now, who’s trying to figure out their AI strategy and where ServiceNow might fit within it, what would be the most important thing you’d tell them? Steven Kiss: I think at the end of the day, a laser focus on the client and what success looks like for them. This is not about the technology – the technology is the enabler to get to success. Our secret sauce as we were building our boutique was really to say: yes, you come to us and ask us, “Hey, we want to deploy a module, we want to do this thing, we need a couple of people that are skilled at this.” I would always stop and say that’s great, we would love to have that conversation – but before we get there, what is it you’re trying to accomplish? Who in your organization benefits – customers, employees, vendors, partners? Tell me how it’s done today and tell me what you think it’s going to look like tomorrow. That’s going to be the best way we can advise you and get you there, because we want to be part of your success and create a long-term partnership. This is not about having more certifications than you do as a differentiator. This is not about being able to code quicker. It’s really about understanding what success looks like. Yes, you make yourself successful because you understand how to deploy – and the functional component of that is selling a deliverable, people, hours. But unless you’re able to translate that into outcomes and value, and articulate the problem that this solves, there’s no way you’re going to justify budget for the next thing you’re trying to do. If you simply focus on the functional execution part and not the business side of it, you will be left behind. You have to constantly think about that. It can be exhausting sometimes, especially for partners that are more technology-driven and not business or consulting-driven. That is a comfort zone you have to get out of. And I think if you do that, you’ll find it’s a very refreshing way to guide your organization through these next steps. Robert Dutt: That’s great advice. And I think we’re seeing a lot of momentum towards partners being encouraged to think that way. So I appreciate it being amplified. Steven, thanks for taking the time once again. Hope the rest of the show goes well for you. Steven Kiss: Thank you very much. I appreciate it. Thank you for the time as well. Robert Dutt: There you have it – Steven Kiss, partner and national ServiceNow practice leader at EY Canada, recorded live at Knowledge 2026 in Las Vegas. I’d like to thank Steven for his time – and for being one of the more candid guests we’ve had on this show about what it actually takes to build and sustain a practice in this market. And thank you for listening. Three things from this conversation worth sitting with. First – EY as its own test lab. The detail that stuck with me most wasn’t about client work. It was Steven describing what EY is doing internally with ServiceNow – targeting eighty-five to ninety percent deflection of HR interactions, so that a question like “what’s the value of my flex benefit account?” or “how many vacation days do I have?” gets answered instantly rather than through a chain of emails. That’s a four-hundred-thousand-person organization using itself as client zero. When he talks about AI adoption in enterprises, he’s talking about something he’s watching from the inside. That credibility comes through. Second – configuration, not customization. Steven returned to this idea more than once, and it’s worth repeating. His argument is that the partners who try to build elaborate custom solutions on top of the ServiceNow platform are going to get left behind by the partners who master what’s already there, build accelerators that help clients move faster, and focus relentlessly on business outcomes rather than technical deliverables. It’s a discipline that’s easier to say than to build into a practice culture. And third – the advice he’d give any mid-sized MSP or solution provider right now. It comes straight from the SuMO playbook. Before you talk about what you can build or deploy, stop and ask the client what they’re actually trying to accomplish. Who benefits? How does it work today? What does tomorrow look like? That’s not a sales technique – it’s an operating philosophy. And it’s the thing he says separates partners who justify the next engagement from partners who get left behind. That wraps up our Knowledge 2026 coverage series. Thanks for spending the week with us in Las Vegas. If you’re finding In The Channel useful, we’d love for you to follow or subscribe wherever you’re listening. We’re on Apple Podcasts, Spotify, YouTube, and most major directories. Ratings and reviews are always appreciated and always read. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

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Cristin Gooderham, area vice president of Canada enterprise sales at ServiceNow This week’s In The Channel episodes have been coming live from ServiceNow’s Knowledge 2026 conference in Las Vegas, where the company made its most aggressive platform repositioning in years – moving from workflow automation into what it’s calling the Agentic Business: autonomous AI agents doing real enterprise work, governed by a platform layer that sits above everything else running in your organization. The big announcements – AI Control Tower, Action Fabric, the Go Live AI guarantee – were covered extensively earlier this week. This conversation is a different question: what does all of that actually mean if your customers are Canadian? Cristin Gooderham is area vice president of Canada enterprise sales at ServiceNow. In this conversation, she makes a case worth sitting with: the traits that have historically made Canadian enterprises slower adopters – governance-first thinking, regulatory sensitivity, preference for proven approaches – are actually an advantage in this specific moment. When the lead pitch for enterprise AI is governance and control, Canada is ahead of the curve, not behind it. She also touches on the partner ecosystem dynamic, describing a market that saw boutique ServiceNow specialists absorbed by larger integrators over the past few years, and is now seeing a new generation of AI-first specialists starting to emerge and fill that gap. For Canadian solution providers trying to figure out where they fit in the ServiceNow ecosystem, that’s an encouraging signal. And on the security side, the completed acquisitions of Armis and Veza aren’t just product additions – they’re an active attempt to bring a new category of security-domain partners into an ecosystem that hasn’t historically included them. This episode is part of our Knowledge 2026 coverage series. Also in the series: our conversation with ServiceNow SVP of global partnerships and channels Michael Park, and on Monday, EY Canada partner and national ServiceNow practice leader Steven Kiss. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. This week I’ve been at ServiceNow’s Knowledge 2026 conference in Las Vegas, where the company spent the week making the case for what it’s calling the Agentic Business – the argument that the AI pilot era is over and autonomous agents doing real enterprise work, governed by a platform layer, is the new reality. Yesterday, you heard from ServiceNow’s global channel chief on what it means for the partner model. This episode is a different question: what does it actually mean if you’re a Canadian enterprise or a Canadian partner? My guest is Cristin Gooderham, area vice president for Canada enterprise sales at ServiceNow. She’s leading the company’s go-to-market motion in Canada at what is genuinely a pivotal moment – a week where the platform her team sells just repositioned itself as the governance layer for all enterprise AI, not just workflow automation. We talked about where Canadian organizations actually are on this journey, what makes this market different from the US, and where she sees the near-term opportunity for Canadian partners. Let’s get right into it – my chat with Cristin Gooderham. Cristin, thanks for taking the time. I appreciate it. Cristin Gooderham: I’m very excited to be here. Thank you so much for taking the time with me. Robert Dutt: Well, and thanks for having me out to Knowledge to get a sense of what’s going on here. When you look at where Canadian enterprises are right now on AI adoption – a big theme obviously this week is moving from proof of concepts to proving actual value – where do you see the Canadian market in that regard? Are we ahead, behind, or is it more complicated than that? Cristin Gooderham: I wouldn’t say we’re behind. I would say we’re right on pace with what I’ve seen from my US counterparts. We have some organizations that are driving full force ahead, and then we do have some that are still stuck in that POC landscape where they’re really still struggling to define what they want AI to be for them – which is probably the biggest thing. Where we’ve seen organizations really do a tremendous job is where they’ve come with a very strong point of view of what their business challenge was and tried to look at it from an AI perspective, versus “I wonder what AI could solve for me.” Robert Dutt: The more concrete the approach, the better it sounds like. Cristin Gooderham: Absolutely. Tying everything to a business outcome that can actually, particularly if it can support revenue, is where we see organizations find not just the energy but the funding to put towards it. Robert Dutt: Bill McDermott’s framing this morning was the AI blind spot – organizations running agents without governance visibility, which has kind of been the state of play up until now. Given what you know about Canadian enterprises – whether it’s regulatory caution, public sector sensitivity, or just Canadian conservatism in terms of not wanting to be first out on that limb – do you think that message lands differently in Canada than it does in the US or other markets? Cristin Gooderham: I think for ServiceNow it lands even stronger in the Canadian market because of that conservatism. The reality is platforms like ServiceNow are really bringing to the market true visibility into your AI asset estate and the ability to actually govern and audit what is going on with your AI agents. No one is going to win the AI race by having all the agents – that’s just not a realistic expectation. But having visibility into what all those agents are doing, particularly once they start talking to each other – I think Canadian organizations are going to be very interested to have a view of that estate before they make massive investments in AI. We’ve already had those discussions with a lot of clients who really want to understand: of course we want to get AI, of course we want to find efficiency gains, but we need to do it in a way that we can govern it. That’s been a very key message, and it’s great to hear Bill reiterating it here because that’s really what ServiceNow can bring to the table. Robert Dutt: How live has that governance discussion been with clients to date? Cristin Gooderham: I would say the discussion has been very live. The implementation and action of it – we are working diligently on that piece. Where we’ve seen success is with clients in particular verticals that are far more mature with ServiceNow than others. Our banks in Canada, for example, have been invested in ServiceNow and really viewing us as a strategic platform since as early as 2010 in some cases. They’ve made investments not just from an IT point of view but have expanded into the security and risk areas of our platform. Those are the ones where we’re having the most productive discussions and are really moving quickly beyond proof of value into true value. Robert Dutt: I’m curious to what degree you see the regulatory environment as backfilling that as well – how often is it being driven by existing or coming regulation, especially in regulated industries? Cristin Gooderham: As always, the laws are typically behind the technology. What I’ve seen is that our own customers are taking a very forward-facing look at it because they know that regulation will be something to consider. We’ve had tremendous discussions on AI processing data, data at rest, Canadian sovereignty of the data. That has been a really hot topic. There’s no strong directive coming from the federal government to say all data must reside in Canada at all times. But the AI component has made it very interesting, and it’s a discussion we’re having constantly with customers. Robert Dutt: A stat that came up yesterday was that ninety percent of ServiceNow implementations globally are partner-involved or partner-delivered. What does that mix look like in Canada? What can you tell me about GSIs versus smaller partners? Are you seeing a new breed of more specialized, AI-focused partners emerging that are punching above their weight? Cristin Gooderham: The partner ecosystem in Canada is absolutely a complete mix – everything from global GSIs down to extremely unique niche partners. Over the last few years, we did see a tremendous amount of our really strong boutique partners actually get acquired by global GSIs. When I got to ServiceNow six years ago, we had a tremendous amount of point partners – ServiceNow-specialized and very focused on a particular part of our platform. That went away for a bit because so many GSIs were excited about the opportunity to expand their ServiceNow practices. Now we’re seeing the resurgence of those smaller point solution partners coming back with a ServiceNow-only, AI-first view, which has been really exciting to see. Robert Dutt: I wonder if this becomes a cycle that repeats itself as those folks grow up and we see another wave of consolidation down the road. Cristin Gooderham: Potentially, absolutely. But the opportunity for partners in Canada to focus on ServiceNow is tremendous. We’re really excited to see some of these up-and-coming partners. We had two recently launched in Western Canada – both Ardent Labs and Skymark – taking a ServiceNow-only focus, which is a very different approach than the GSIs. The GSIs are fantastic, but they look holistically. A ServiceNow-dedicated partner can really make an impact in ways a GSI won’t necessarily prioritize. Robert Dutt: One trend we’re seeing across the channel is multi-partner engagement becoming more common. You’re nodding as I say that. I’m curious what you’re seeing in terms of situations where a big GSI tags in more specialized partners to fill the bench and meet customer needs. Cristin Gooderham: It is absolutely critical and something we at ServiceNow fully support. We do it ourselves – we have our own expert services, and a lot of times we will engage niche partners to fill particular gaps. One of the areas where I see our partner ecosystem doing that a tremendous amount is in the security and risk space, because some partners are phenomenal on the overall platform but security and risk is a different skill set – it’s even a different vocabulary. I love seeing partners collaborate because it’s usually the best option for the customer. It’s the best outcome for everybody: the partners are successful, the customer is successful, and therefore ServiceNow is successful. Robert Dutt: I realize this is not how one builds out a business model, but I’m curious – as you said, there’s a rising generation of ServiceNow-focused partners. If you were to point to the greenfield, the underserviced opportunity in the Canadian market today, what would it be? Cristin Gooderham: So I’ve touched on it already – security and risk. With our acquisitions of both Armis and Veza, that is an area where we’re going to continue to invest. If ServiceNow partners are looking to expand their skill set, that is where we need additional help. When we started having the AI Control Tower discussion late last year, it was at every executive briefing the thing that made every CIO sit up and pay attention. So anything in that space is really where we’re going to need to see continued partner enablement and adoption, and hopefully new partners coming in to pick it up. Beyond that, as we continue to make moves into the CRM space, those are also going to be areas where we need additional partners. We have phenomenal partners from the US that come up and do work here, but as an opportunity for more Canadian jobs, that’s definitely an area I would point Canadian partners toward. Robert Dutt: The AI Factory and NVIDIA partnership that came up – how do you see that through a Canadian lens? Cristin Gooderham: I think the key piece is that NVIDIA and ServiceNow together have a great story. We know most of our customers are investing in NVIDIA – a number of the telcos, we’ve already had discussions with them. So it’s really an opportunity for us to continue to expand our AI footprint and help create really positive three-way relationships. As NVIDIA becomes more and more critical in every market, it’s fantastic to see that they see the value in ServiceNow – and our customers are seeing the same thing. Robert Dutt: Data sovereignty – big issue in the Canadian market. It sounded from your earlier comments like it’s not quite a hard regulatory concern yet, but how do you see it playing out? What are customers asking you about? Cristin Gooderham: Data sovereignty is a hot topic in every customer engagement we have. In the public sector space it has a tremendous amount of weight. We’ve seen a real shift from the federal government in terms of their position on sovereignty – they haven’t come out and defined very strongly what data sovereignty looks like, but it’s absolutely something we’re focused on. We announced earlier last year a large investment in Canada to build out our own isolated full stack to host all of our public sector clients, ensuring Canadians on Canadian soil are managing the data. But it does stop somewhat short of true sovereignty. The benefit of SaaS is the ability to push upgrades to customers at any given time – as soon as you move to true data sovereignty, that piece closes off. It doesn’t make it a negative, it’s just something clients need to make decisions on. Robert Dutt: With AI Control Tower coming online and the way Bill was repositioning the company around that governance layer – as almost the orchestrator of the ecosystem – how does that change the partner role? Cristin Gooderham: I don’t think it changes the partner role tremendously. As you heard in the keynote this morning, we’ve always been the platform of platforms, and we’re still advocating that message. It’s just refined itself to really focus on securing and governing the AI estate, as opposed to a more open approach. Partners are still going to be critical to help us get customers to success. But it does mean that retraining and focus into those areas – understanding the security and governance piece – is going to be critical moving forward. Robert Dutt: The security piece is so big in the channel writ large. Do you see it as another entry point for new partners to come into the ServiceNow ecosystem and add what you’re doing to what they’re doing with other vendors and their own managed services? Cristin Gooderham: Absolutely. Where I think there’s a really interesting opportunity is for more security-focused partners that perhaps haven’t focused on ServiceNow before – they’re focused on multiple different point solutions – to actually start looking at ServiceNow as another tool to put in their bag. We are having expanded security conversations all the time. I think it’s very clear through our acquisitions that this is going to be a continued focus. A security partner like Arctiq, for example – they’re already engaged a lot with us, and I believe they’re already engaged with Armis. This could be a really interesting push for them to take on more of ServiceNow. The good part is that there’s no shortage of security tools out there to take on. The challenge as a partner is the same thing – there’s no shortage of security tools to take on. Robert Dutt: Is that mindshare conversation with security-focused partners already happening, or is there a strategy to identify the right partners and get on their radar? Cristin Gooderham: Those conversations are already happening – not necessarily with the more niche individual security partners yet, but a number of the GSIs have very strong security and risk practices. We’ve had a lot of reach out from Canadian partners at organizations like KPMG, where they run a security and risk practice and are very excited about these acquisitions and wanting to discuss how this folds into their practice. So there’s definitely opportunity at every level of partner. Robert Dutt: We talked a little bit about governance, and I noticed that Bell Canada is presenting tomorrow on the subject of their governance guardrails implementation. What can you tell me about that relationship and what they’ve done? Are we starting to see a cluster of organizations moving toward that space, or is Bell still more of a bellwether? Cristin Gooderham: When we talk about Bell, we have to talk about two different angles. We have Bell as a customer – Bell Business, who are a phenomenal customer we’ve engaged with in a very long-term relationship and who have made a huge investment to innovate on the ServiceNow platform. And then underneath Bell we also have their partner, Acteamo, which is a fully Bell-backed organization that is a services partner in the Canadian ecosystem. So there’s Bell as the customer and Bell as the partner. We have phenomenal relationships with both, and we’re very excited to see what Acteamo is doing in the ecosystem. I know they’re looking to expand not only across Canada but even into the US to bring some of the learnings from working with Bell Canada to other telcos. Robert Dutt: When you’re talking to Canadian solution providers who’ve seen the announcements this week and are trying to figure out where they fit in the whole Agentic Business picture – what’s your advice on where to focus, where to build practice, where the opportunity is richest and most accessible right now in the Canadian market? Cristin Gooderham: I’ll go back to what I said at the very beginning – focus on business outcomes. Nobody is interested in a discussion on agentic AI to modernize your CMDB. It’s truly about finding problems in the organization where AI can lead to either revenue generation or true cost savings. Where partners will be successful is if they can quickly identify – whether it’s verticalized opportunities across oil and gas, telco, or retail – areas where they’ve had success before and can bring that to customers. I don’t know that there’s a single point of entry. The challenge with AI is that it can do so many things. But Canadians like to start small. They like to be able to prove something out quickly, and then they like to move fast. So I would always caution partners: look for opportunities to do just that. Start small, move quickly, and then progress to the next step. Robert Dutt: That’s great advice. I appreciate your time, especially given how busy things are. You really helped put a Canadian lens on a lot of what we’ve heard this week. Cristin Gooderham: Thank you so much. Robert Dutt: There you have it – Cristin Gooderham, area vice president for Canada enterprise sales at ServiceNow, recorded live at Knowledge 2026 in Las Vegas. I’d like to thank Cristin for her time during what was clearly a very busy week for the ServiceNow team. And thank you for listening. A few things worth pulling out of this one. First – the Canadian conservatism point. Cristin made the case that the traits that have historically made Canadian enterprises slower adopters – caution around governance, preference for proven approaches, regulatory sensitivity – are actually an advantage in this specific moment. The agentic AI conversation leads with governance. That’s a message that lands here before it lands anywhere else, and that’s an opening for partners. Second – the partner ecosystem observation. What she described is a market that went through a consolidation phase where boutique ServiceNow specialists got absorbed by larger integrators, and is now seeing a new generation of AI-first specialists starting to emerge and fill that gap again. If you’re a mid-sized Canadian solution provider trying to figure out where you fit, that’s encouraging news. And third – security as the door. The Armis and Veza acquisitions she referenced aren’t just product additions. They’re a signal that ServiceNow is actively trying to pull in a new category of security-domain partners who haven’t historically been in the ServiceNow ecosystem. If your practice is in that space, it’s worth paying attention. More from Knowledge 2026 on Monday, when I’ll have my conversation with Steven Kiss, partner and national ServiceNow practice leader at EY Canada – a conversation about what the boutique-to-big-four journey actually teaches you about where the channel is headed next. If you’re finding In The Channel useful, we’d love for you to follow or subscribe wherever you’re listening. We’re on Apple Podcasts, Spotify, YouTube, and most major directories. Ratings and reviews are always appreciated and always read. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

John Carey, senior vice president of global channels at SAS Institute Recorded on site at SAS Innovate 2026 in Grapevine, Texas, this week’s In The Channel features John Carey, senior vice president of global channels at SAS Institute, in a conversation that covers the full arc of his four years building SAS’s channel program from the ground up. When Carey joined in 2022, SAS had a history with partners – advisory engagement, project delivery – but limited co-sell and no resell motion. His mandate was to change that. The conversation traces that journey: the introduction of a clear market segmentation (enterprise above the line, channel below the line), the decision to route transactions through partners while keeping end-user contracts with SAS intact, and the live project underway right now to migrate direct customers to indirect. A central theme is the distribution partnership with TD SYNNEX, which Carey frames as a leverage mechanism – moving from thousands of customers to hundreds of partners to one distributor – giving SAS the financial and operational flexibility it needs while giving partners financing terms, invoicing support, and credit options a software vendor is not built to provide. On the competitive landscape, Carey draws a sharp line between SAS and the AI tools crowding the market. Others turn up with an easy button and a black box. SAS turns up with a transparent box and a governance framework – and with SAS AI Navigator now tracking agent behaviour across the Viya platform, that framework is getting sharper. The episode closes with a candid look at the partner economics model – an inverted approach that makes it easy to start selling and lets services investment follow the book of business – and a direct invitation to Canadian solution providers with data, security, and infrastructure skills to get into the conversation now. Read Full Transcript Robert Dutt: Hello, and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. Still coming to you this week from Grapevine, Texas, from SAS Innovate 2026. If you caught our last episode with Ryan Macdonald, leader of SAS Canada, you heard the view from the Canadian perspective: the AI maturity story, OSFI E-21, and the mid-market channel opportunity. This time I’m going a level up. My guest today is John Carey, senior vice president of global channels at SAS Institute. John’s about four years into the role, and he came in with a specific mandate: to rethink what partnering looks like for a company with a long history of advisory and delivery through partners, but limited co-sell and essentially no resale motion. Four years later, the picture looks pretty different. There’s a clear market segmentation model, a distribution partnership with TD SYNNEX, an active project underway right now to migrate direct customers to indirect, and a 30% channel revenue target that’s already evolving into something even more ambitious. We talk about all of it: what he found when he arrived, how the direct-to-indirect transition is actually landing with customers, what the partner economics look like for a new SAS partner in 2026, how this week’s AI Navigator and agentic AI announcements change the channel opportunity, and what he thinks the SAS channel looks like in three years if things go well. Let’s get right into it. My chat with John Carey. John, thanks for taking the time. I appreciate it. John Carey: Appreciate it. Good to be here, Robert. Robert Dutt: You’re about four years into leading channels for SAS if memory serves and I’m able to do the math—both of which are somewhat suspect. Can you tell me a little bit about what you found when you got here and the quick version of the journey in building the channel from your point of view? John Carey: Got it. Well, first of all, you absolutely did get it right. It is, come June, four years since I joined SAS. Now, the first thing—I was brought in by the ELT, with an ELT remit to rethink partnering for SAS’s future. So we had a history of partnering. If you think about where SAS came from, a lot of advisory engagement, a lot of delivery through partners, but not necessarily a lot of co-sell and certainly no resell. So one of the remits coming in was to assess the business, understand what the opportunities were, and build a program that allows us to create a growing business that is driven by partners and owned by partners. And we get the acceleration and the leverage of the partner community that all software vendors are seeking and hope to take advantage of. When I came in, I would say we lacked maturity in our partnering in some areas. We were definitely mercurial in a way that wasn’t helpful. Partners didn’t have consistency, and we weren’t persistent in holding ourselves and our partners accountable. There was a lot of, “If only… it’s not me, it’s them.” So phase one: get to a single source of truth. So we introduced undisputed channel revenue. Let’s agree and measure together the value of the channel in our business. The other thing we did is we segmented, for the first time, our market. We had historically looked at our install base as a quadrant, an ABCD, thinking about propensity for growth and saturation. And we moved to the more traditional pyramid, but with a binary segmentation. So above the line: enterprise; below the line: channel. And that allowed us to prioritize routes to market. So in the enterprise, it’s very much a co-sell partner delivery model. GSIs are a very strong focus. Technology partners are a very strong focus up there. And then certain regional boutique consulting partners continue to be high value, particularly in our vertical industries—FSI, public sector, life sciences. Below the line, the story was: how do we give this business to the partners, give partners autonomy, and allow them to determine their own future? So that was really about taking business that was historically direct and making it indirect. Actually, this year, we have a whole project where we are moving our channel direct install base to indirect. So, communicating with the customer about why it’s good for them, communicating to the partner of what they need to do to be ready, and then putting that fuel into an engine that we’ve been building over the last few years with partners with strong SAS skills, but who were traditionally services partners and have had to build something of a resale muscle. We’re also starting to recruit some more traditional high-powered solution providers, as well as really focusing on managed service provider opportunities with partners who not only can sell the solution, but they host and operate the solution for the customer. And the nexus of this was finding ways to bring the enterprise value of SAS to the non-enterprise client base, and to do that through our local superpower, which is our partner community who understand those customers and their pain points in a way that we just don’t have the resources to do, and to make sure they’re empowered with the kind of tools and the right cost structure to be able to give that enterprise value at a non-enterprise price point. Robert Dutt: How has that direct-to-indirect transition gone? How does that land with customers? It’s got to be a bit of a communication challenge because you want to make sure you’re not positioning it as “we’re stepping away from you,” even if you’re introducing a partner into the mix. John Carey: Yeah. So this is what we’re going through right now. So first of all, there’s the angst as a vendor of saying, “I’m about to go to a customer and say our transactional relationship is going to change.” But really, our contractual relationship remains intact. The contract between the end user and the vendor stays in place. We are responsible for delivering on the value of the platform or the solution provided. What we’re doing is we’re rerouting the transaction through a partner, which means we can support more currencies. We can support different pricing conditions and payment terms that, as an enterprise, we’re just not able to entertain for anyone but the largest customers. And so our positioning is: it gives our customers far more flexibility and more intimate engagement than being part of a long tail of customers for a large enterprise that end up in this pool that you call “programmatic”—which we all use the words, but none of us like those words. And a way of avoiding that is to say, “This isn’t programmatic. This is channel-managed,” because this is where the partners are stepping in to make sure that that customer feels like the most important customer of that partner, rather than the not-most-important customer of a large vendor. Robert Dutt: Can you tell me a little bit more about the managed services motion and how you see that evolving, especially as SAS overall has become much more open in terms of the whole structure there—getting into MCP and acknowledging that a lot of times customers are going to be consuming SAS’s insights and abilities through the chatbots and other channels, for want of a better word? John Carey: Well, look, first of all, I’ve certainly lived through enough inflection points to recognize one as it comes along. And this is an inflection point where there’s opportunity and risk. When I think about the philosophy from the channel, certainly with channel customers, I want those customers hosted by partners. Why? Because a big part of their TCO challenge is just giving them access to software doesn’t mean they can afford the resources to operate and maximize return on that software. If they can be supported by a managed service provider, by a solution provider who’s hosting on their behalf, now they have access to actual educated, certified SAS resources who are dedicated to making sure they maximize the return on that investment. And so with that underpinning, you then think about the integration of the chatbots—the Anthropic’s, Copilot, Gemini integration. It’s pretty scary for mid-sized customers to be thinking about this. I mean, do most people know that if you put your data up on those things that it’s no longer privileged? Do most people know that there’s an element here which feels like social media, that we’ve since learned who’s being monetized here? This feels free, but actually I’m feeding this model all of my proprietary data to get a presumed efficiency which may or may not turn up, in the hope that it doesn’t hallucinate. Well, when I look at that and I think about SAS making data ready for the AI lifecycle, SAS having a governance infrastructure that allows us to identify bias, to make sure—now, as you heard announced yesterday, the AI Navigator that allows us to track these agents and ensure that we understand whether agents are behaving in a way that is copacetic with the intention of the business user. And if one fails or starts to behave in a way that is not aligned with the organization, you’re able to flag that. You’re able to communicate that to other connected agents so that you can source the problem and solve the problem. I think when we think of it in that way, this is a real opportunity for the channel to step in. These moments of “How do I bridge the technology into value?” is the perfect space for resellers, service providers, solution providers to step in, navigate that complexity for the customer, give the customer confidence with the technology choices that they’re making—that they are safe and secure with SAS. As I frame it, we’re a 50-year-old vendor who’s been in the most regulated industries. Others out there turn up with an easy button and a black box. We turn up with a transparent box and a governance framework that means we acknowledge nothing’s easy, but once you engage in this, you will survive audit. You will be able to understand where problems occurred and why, and you will be able to remediate. Robert Dutt: A few years ago, maybe about three, you guys signed on TD SYNNEX. I think that’s the first major global distribution partner for you guys. What was the hypothesis behind that move, and how has it worked out? John Carey: So the general hypothesis was—and again, I’ve been in the industry a long time. I think every year we hear the headline, “This is the year distribution is no longer relevant.” I actually did a column on that not too long ago. Robert Dutt: There you go. John Carey: And meanwhile, they continue to provide new and incremental value. One of the hypotheses was as we moved to indirect, there is obviously—from going from thousands of customers to hundreds of partners, going from hundreds of partners to one distributor allows us to get that leverage effect through quotes, transactions, credit. Something that provides a security to us as a vendor that allows us to lean in, but also provides structure and options at the partner level that they need, but are not a priority for us as a vendor. So TD SYNNEX offers financing terms. They will invoice on behalf of the partner. They will put together creative fiscal options that allow customers to stretch. They’ll even offer to assess credit based on the end user’s credit rather than the partner’s credit. Those are fantastic services that just, frankly, as a vendor, aren’t our core business. So what we’re able to do is to address more customers through more partners and do the thing that we’re really good at: solve their data and AI problems through Viya and our solution stack and bring value to those businesses. Robert Dutt: Given all that, a while ago the goal was set for 30%, I think, of revenues through channels. Where does that sit today? What’s the momentum looking like? And what do you see as sort of remaining obstacles along the way to that goal? John Carey: Yeah, so great progress. So if I think about segments—the channel segment, which is 100% indirect, is between 10% and 15% of our business. In the enterprise, there’s a lot of channel fulfillment and engagement. And so overall, we are very close to that 30% of the total business being with or through a partner. But we want to—the new goal is, as all goals change: I want to be 30% of the overall business with that channel segment. With that segment of customers that are exclusively partner, and therefore be a strong contributor into the enterprise accounts with partner co-sell, partner fulfillment, and partner delivery. So future’s bright. All goals, as they need to, change over time and the bar increases. And we are doing a great job of forcing that bar up every year so that we have to ask more of ourselves and our partners so that we make sure we focus on delivering value to our customers. Robert Dutt: Let’s talk about what it looks like to be a SAS partner today in terms of the economics and all that kind of good stuff. What does success look like economically for a partner today? And how is that story changing as the product portfolio and the goal shifts? John Carey: As you say, goals are made for changing. And especially in this industry, things change fast. So maybe a good way of thinking about this is: what’s the conversation with a new partner that we’re onboarding? And one of the things we’ve tried to do is to say, “Hey, look, we will have the packaging so that you can focus on sales readiness first and build a book of business with us.” So that’s where we leverage package service offerings from our SAS consulting organization that are resellable by partners. We are rationalizing our product portfolio for the SMB market to be far more prescriptive. We know what works, but we still have the full enterprise list of offers, and frankly, it doesn’t add value. It adds something of a confusing layer of options that aren’t really relevant for many of the use cases and customers that we and our partners specifically deal with. So phase one: build an annuity business on the resale model. As you become—and as it makes sense in your business—to invest in services headcount, then those package service offerings get replaced by your own services. And it is a services-rich business. The great thing about a data and AI platform is once you start answering questions and you’ve built that trust with the client, more and more questions occur. And models need to be refined; models need to be promoted. And as a partner, if you are doing this in a regular cadence, you are building a scenario where that customer trusts you as their trusted advisor and comes to you for those service elements. So the baseline is—and we pay more on New than we do on Renew. There’s an annuity business build out there that is driven by sales enablement and sales focus and strong investment in demand generation on our channel marketing center platform, where you can run co-branded campaigns and drive real top-of-the-funnel demand. We’ll work with you on getting that down into closed business, and we know how to do that very well. As it becomes reasonable for you to make investments in technical resources where you know you have a book of business, you can apply those resources too. That’s where we ask partners to lean in. And at that point, they are now attaching services, and that grows their—and we know that services are more profitable than the resale. So it’s table stakes: build a book of business that’s got an annuity associated, and then use that to catalyze investment in more profitable services over time, which is something of a sea change. When I came in, there was a lot of investment required before a partner was allowed to sell. And we’ve inverted that to say, “I want it to be easy for you to sell and we’ll support you.” And when you’ve got the right amount of business behind you, then it makes logical sense for you to invest. And that investment is the outsized return for you as a partner. Now, for our existing partners, it’s the inverse, right? They were already doing a lot of delivery. They know how to do the services. This now gives them a vehicle to attach those services to that’s more autonomous and less dependent on a SAS seller to pull them in after. And so with that, they’ve made great investments in sales functions within their organizations for product sale and attaching their own services straight out of the gate. Robert Dutt: Big announcement week this week with AI Navigator on governance, the new agentic AI capabilities across the board, the industry accelerators. From a channel strategy standpoint, do these announcements change who you’re looking for in terms of partners, or is it an opportunity to do more and different things with the base? John Carey: I think the honest answer is both. If I think about our GSIs, the accelerators, the models, the agentic capabilities are incredibly attractive to our global systems integrator partners. And it gives them a reason to lean in even more with us around account telemetry, account planning, and moving out of that advisory engagement into delivery engagement with them. And we are now a very modern platform that has been very considerate of where our customers are. We’re a company who reflects the personality of our founder. I think of that Teddy Roosevelt quote: “Walk quietly, but carry a big stick.” Well, we walk quietly, but with our platform and our solutions, that’s a very big stick. It makes a lot of noise. And I think what you saw at this Innovate was kind of something we’ve known for a while, but now the market is starting to recognize is that there’s a lot of significant growth value there for existing customers as they move to Viya and the Viya solutions with the agentic AI integrations, with the accelerators. So that’s happening, I think, on the other side. We are now at a point of inflection where enterprise capabilities are expected at non-enterprise accounts. And how we execute on that is through partners and through prescription and optimization, so that when we engage, we give those customers a very clear message of what they can do and what they can achieve and what it’s going to cost them. And that is all within their budgetary expectation, and we execute on that relentlessly and consistently with our partners. Robert Dutt: When I chatted with Ryan Macdonald, who heads up the Canadian operations, a bit earlier, he talked about—especially in competitive situations—what he called a “hidden SAS situation,” where organizations will find that they’re running business-critical decisions on stuff, on SAS, that they’ve almost forgotten about. It just kind of sits there, it just works. And the conversation becomes about: how do you upgrade and grow from that foundation? How do you find that conversation showing up in the partner community? And if it is, in fact, a partner conversation, how are you equipping partners to realize that opportunity? John Carey: Yeah, so I think that’s very much a conversation with our established enterprise industry accounts. And so how I think that shows up is our conversations with our global systems integrator partners. They’ve made investments in assessment tools and accelerators and migration pathways that help a customer understand how they are currently using their SAS estate and what critical functions are being run on that estate, so they can help a customer understand the actual relevance. It’s like, I live in Florida, right? I only notice the air conditioning when it doesn’t work. But you don’t switch off the air conditioning unless you’ve got an alternative ready to go. And their job is to make sure customers, when making strategic decisions, understand the impact of decisions they may make. And that, I think, creates an opportunity for how we’re talking about: “We’re going to actually upgrade you so that you have better climate control, right? You have new options. It can be more cost-effective as it scales and it can meet more of your needs. And you don’t lose the critical foundation that you’ve been building your business on.” I think there’s some of that recognition that we’re a relatively humble organization, but I’m starting to hear more of our customers acknowledge, more of our partners talk about, “Hey, let’s not shy away from the fact you’re running your business on SAS.” This is critical functionality. We hear billions being managed. When we think about our price book, we talk about billions of assets under management. I mean, that’s the order of magnitude of what we’re managing from a risk or a fraud perspective. And we want to make sure that we can meet customers where they are and make sure they make decisions that are good and solid for their business. Robert Dutt: Another one that came up with Ryan was the idea of increasingly seeing GSI plus niche specialist partner and kind of the ecosystem play. I’m curious if that’s a deliberate strategy. Is it something you’ve observing and adopting to? John Carey: For me, I think it’s always been there. I think GSIs have always really effectively subcontracted in specific expertise and niche value as needed when doing delivery. I think what’s happening now, again, with disruptive inflection points—what I believe we see happening is things that were already happening become very visible. So I think what we’re seeing right now is, rather than that being a subcontract relationship, it’s a more explicit contract with GSI, contract with boutique partner with very specialized expertise. And it’ll settle over time, and it may even go back to more of a subcontract model. But I think that’s great. We’re all acknowledging that there is value in industry expertise, and even within industry expertise, there is real value in some very niche expertise that requires that level of investment. And you should be paying to make sure you get the right value resource working on your project. Robert Dutt: If I’m a Canadian reseller or a system integrator who hasn’t worked with SAS to date listening to this and thinking, “All right, they have an interesting story, they’re in an interesting place.” What’s the right profile for a partner for you right now? What are you looking for? What do you actually need more of in the market? John Carey: I would say I’m looking for solution providers. So I’m looking for partners who can address mid-market organizations’ needs across data and AI. With a strong relationship with TD SYNNEX, great credit, skills in infrastructure, security, data, who are looking to an adjacent expansion where bringing in SAS as a way to modernize that data for the AI lifecycle and turn that data now into insight and from insight into workflow integrated with agentic capabilities. If that’s your bag, don’t just knock on the door, knock our door down. We want to talk to you. Robert Dutt: Fair enough. Final question: what does the SAS channel look like in three years if things go well and there aren’t additional changes along the way? What would you point to and say, “That’s the thing we’re building towards”? John Carey: I think the service provider in the mid-market and below will become a far more dominant motion. I think in the enterprise, we’ll see even more integration of partners from a fulfillment perspective as customers start to push vendors to engage with them through the advisors who have guided them through this transformative period. And I think as a vendor, you just have to acknowledge that the customer is going to tell you who they want to buy from. The customer is going to tell you who they want to work with. And as a vendor, what you want to say is, “Well, if they have the skills, we should lean in. If they don’t have the skills, we should be really honest about the fact that we think you could be better served by a partner that looks with this profile and skills, and here are some we would recommend.” But again, the customer is ultimately going to make the trade-offs. But I would say managed service providers are increasing, and partners building their own value on top of the Viya platform in industries where we have yet to unlock use cases are becoming more and more the norm. Robert Dutt: Especially since so much of the audience is in that MSP space, I think that’s going to be one that hits home. Well, John, I appreciate you taking the time on what I’m sure has been a very busy week. John Carey: I appreciate it, Robert. Thank you for the time. Robert Dutt: There you have it—John Carey from SAS Institute. I’d like to thank John for his time and thank you for listening. Few things I’m taking away from this one. First, the framing I kept coming back to is the transparent box versus the black box. Others turn up with the easy button and a black box. SAS turns up and says nothing is easy, but when you engage with us, you’ll understand where problems occurred and why, and you’ll be able to remediate. In an environment where AI governance is moving from a theoretical concern to an operational requirement, that’s a differentiated position and for channel partners, it means the conversation is not just about selling software. It’s about being the guide that helps the customer make confident technology choices. Second, the direct-to-indirect migration is live right now. The contract between the end user and SAS doesn’t change. What changes is the transaction route, and the pitch to customers is that instead of being part of a long tail at a large enterprise, you become the most important customer of a partner who’s dedicated to your success. It’s a strong repositioning and the kind of opening that partners who have not been in the SAS conversation before should be paying attention to. Third, John was pretty clear about where the next three years go. Managed service providers building up their own value on top of the Viya platform in industries where use cases are still being unlocked. If you’re an MSP with deep vertical expertise and data, security, or infrastructure skills, this episode makes the case for why you should be knocking on SAS’s door. We’ll be back on Monday with more from SAS Innovate as we hear the practitioner side of the story: my conversation with Nat D’Ercole from Deloitte Canada on what AI transformation actually looks like from inside a major Canadian enterprise engagement. If you found this one useful, follow or subscribe to the ChannelBuzz.ca podcast. We’re on Apple Podcasts, Spotify, YouTube, and most of the major directories. Ratings and reviews are greatly appreciated, especially when they have five stars. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Ryan MacDonald, country leader for SAS Canada Recorded on site at SAS Innovate 2026 in Grapevine, Texas, today’s In The Channel features Ryan MacDonald, country leader at SAS Canada, in a wide-ranging conversation about what the week’s major announcements mean for Canadian organizations – and where SAS sees its channel and partner opportunity growing. The conversation opens on the energy at SAS Innovate, which marks the company’s fiftieth anniversary, and what the announcement lineup – including the new SAS AI Navigator for AI governance and the expansion of agentic AI capabilities across the Viya platform – means for the Canadian market specifically. MacDonald describes Canadian enterprise AI maturity as strong in intellectual capital but still building toward consistent economic output, with the governance and trust framework a necessary foundation before organizations can scale. He draws a direct line between Canada’s regulatory environment – OSFI E-21 in particular – and the practical operational pressure organizations are feeling as model validation volumes have grown from two a week to multiple per day. On the competitive landscape, MacDonald addresses the challenge from Microsoft Fabric and Databricks with an argument about SAS’s existing footprint in business-critical decisioning layers – often invisible infrastructure organizations don’t always realize they’re sitting on, and an upgrade path through Viya designed to deliver incremental value rather than a rip-and-replace. The conversation also covers the evolution of SAS’s channel strategy, the managed services opportunity in a data sovereignty environment, and the MCP-based openness that is letting external AI agents call SAS analytics directly. Read Full Transcript Robert Dutt: Hello, and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. This week, I’m coming to you from Grapevine, Texas, where I’ve been on the ground at SAS Innovate 2026. It’s a significant week for SAS Institute on a couple of fronts. The company is marking its 50th anniversary this year, and the announcement lineup has been one of the more substantive in recent memory, with major moves in AI governance, agentic AI across the Viya platform, and a meaningful shift in how the platform opens up to external AI agents and frameworks. My guest today is Ryan Macdonald, country manager [CHECK: title recorded as “country manager” – should be “managing director” if you want to punch in] for SAS Canada. Ryan’s been with SAS Canada for about a decade, and has just stepped into a role leading the country this year. He has a front row seat to some significant strategic changes – the move to Viya, the expansion of the partner and channel program, and now what I think is a genuinely important moment as AI governance moves from theoretical concern to practical operational requirement, particularly in Canada’s regulated industries. We cover a lot of ground – what this week’s announcements mean for Canadian organizations, where Canadian enterprise stands on AI maturity right now, the OSFI E-21 story, how SAS is thinking about its channel ecosystem and the mid-market opportunity, and a candid conversation about managed services and data sovereignty. Let’s get right into it. My chat with Ryan Macdonald. [MUSIC] Robert Dutt: Ryan, thanks for taking the time, and what I’m sure is a busy week for you. Ryan MacDonald: Yes, of course. Thanks for having me, Robert. Robert Dutt: You guys turned 50 this year, and it feels like one of the bigger product lineup announcements at Innovate in a while. Curious what you felt from the room. What’s the energy, what’s the vibe that you’re getting from this year at Innovate, especially given that 50 years of SAS framing? Ryan MacDonald: I agree with the energy you’re feeling. Certainly a ton of energy around our 50th and just what we’re seeing in terms of AI tooling and where we fit into that ecosystem. So lots of conversations about the data estate, how that’s evolving, and then just really looking for the reality check on where practical value lives in the new AI ecosystem that’s being framed around, especially for enterprise technology stacks. Robert Dutt: Look at the announcement stack this week. You’ve got Navigator for AI governance. You’ve got the agentic AI expansion in Viya, the various industry solutions. Curious – and I’m sure you’ve seen some of these before they were announced to the public and been following their development – what is kind of activating your Spidey senses in terms of, “ooh, that’s going to play well at home right now.” What are we seeing as sort of the big early day opportunities out of those innovations? Ryan MacDonald: Certainly in Canada, the regulatory domain around model risk management and model management and lineage and explainability is front of mind for everybody. I think that’s the major limiting factor in terms of proliferating cost of AI, in terms of actually calculating a per unit cost of running a model or introducing intelligence to something that was maybe traditionally rules-based. And so I think not only is there a regulatory driver, but people are seeing that as a practical constraint. So a lot in the governance and trust domain is certainly a hot topic. Robert Dutt: And that kind of speaks to where I wanted to go next, actually, which is you guys have been in Canada across verticals for a long time, obviously. Curious how you would describe the overall kind of AI maturity of the Canadian market right now. Are we kind of leading, lagging? Or is there something distinctly Canadian to it? Ryan MacDonald: Yeah, great question. This is close to home. We have the benefit of working with thought leaders in AI, folks like Ajay Agrawal. And just knowing the pedigree of intellectual property around this conversation in Canada, we have so much there. Of course, Geoffrey Hinton and Ilya Sutskever and the folks at U of T have just delivered so much to this community. I think that said, enterprise adoption and converting this into economic output is still something that we’re figuring out. So I think our investments generally, relative to peer groups around the world, we’re still a little behind. I think we’re doing some advanced things. There are some exceptions to this, where use cases are at the forefront of what’s being delivered globally. But generally, I think the data estate and this trust dynamic and the need for establishing a scalable framework for trust and governance – it’s a responsible thing to do. But relative to other geographies, it’s setting a foundation before we really run away with some use cases and deliver. Robert Dutt: One thing we’re tracking – I’m sure a lot of people are – is the idea of AI initiatives that get a start and a lot of fanfare and then fizzle out before hitting production or certainly proving their worth. I’ve heard a lot of the framing of the idea of trust and governance as kind of the growth driver, rather than the compliance tax. How is that hitting in Canada? And is that any different than what you’ve seen in terms of reactions and feeling and overall motion in the states or elsewhere? Ryan MacDonald: I think there are certainly differences in the tone of this conversation. For me, the purview is mostly north and south of the border – the US and Canada. But I think in Canada, we have a regulatory domain that is really prioritizing these things. So it’s not optional for a lot of – especially in a regulated market, this isn’t really a luxury you’d have to say, do I comply with this or not? But I think it’s also putting a per unit cost parameter on this for folks that is important. We’re seeing a huge proliferation of AI. Everything – your microwave, your lawnmower, everything has some sort of AI enablement component to it. Is it necessary? Are you getting the appropriate uplift? And these teams that are validating and pushing these models through the organization – what we’re hearing from them – this went from two a week, to a month, to two a day, five a day, ten a day. And so the systems – it’s not just a luxury or a question really of the ethics. Are we doing the right thing? Is this responsible? It’s a framework that’s required for the validation process, even just table stakes, to really scale through the organization. Robert Dutt: To that point, in Canada we’ve got financial services, and particularly we’ve got OSFI E-21 coming up. That’s pretty scary – things attached to it if you’re not hitting the bar. Are you seeing that create urgency? Or are customers still in a wait and see kind of space around that? Ryan MacDonald: I think the regulatory conversations there are interesting. There’s a lot of assessment of what peers are doing. And I think OSFI, to their credit, really listens to the community. Rather than setting a standard blind lead, just based on their intellectual property and what they see as being a requirement, they really listen to the community and measure from where everybody is, taking stock of that. So I don’t believe there’s a lot of fear and panic. I think organizations – as we did a lot of work around E-21 [CHECK: transcript rendered as “E23” – confirm on playback] specifically in this space – they were really well prepared. They had some ideas on how to make this more efficient, really focus on the materiality of where the risk lives and develop a framework that’s consistent with the risk posture in other domains. And I think that’s really – nobody was suggesting, “hey, this isn’t a good idea. This is too much pressure. This is putting a cost burden on us.” That wasn’t really the dialogue. Robert Dutt: Beyond financial services and other regulated industries especially, what are you seeing in terms of how customers are wrestling with AI governance right now? Ryan MacDonald: I think the scale of maturity across industries just varies so greatly. You have some organizations that are really just getting started, and they’re acknowledging that. In some of the roundtables we’ve had the benefit of participating in, some folks are trying to find their first step in AI. What does this even mean? They’re trying to find the right resources that can guide them. They’re still building their technology estate. And then, conversely, you have folks that are, as we spoke about earlier, leading the world – the global community – in terms of things like automated decisioning frameworks and integrating what were previously siloed processes. We see this in risk and fraud domains merging together. So I think we’re seeing both ends of that spectrum in Canada, certainly. Robert Dutt: Analytics has become a crowded space lately – with Databricks, with Snowflake, with Microsoft Fabric getting in there, all in territory that you guys have been in for a long time. How do you make the case to Canadian organizations that have been told, especially by Microsoft, “hey, you can just have analytics as part of what you already have?” What’s the competitive message there? Ryan MacDonald: Yeah, that’s a regular conversation for us, of course. I think what we really offer institutions, especially given the scale of the organizations we support – and we work in almost every major industry, every major enterprise in Canada – we offer a very different risk posture in moving through this process. So they may have what were traditional analytics with SAS. Maybe we had dabbled in what was previously BI, something like that. But for a lot of institutions, we support business-critical payload. There is a core application to their business that’s being delivered with a component of SAS. And oftentimes, as our relationships diversify across the organization, maybe we have a specific technology sponsor that helped build this alongside their business counterpart. Maybe they’ve moved on. And that decisioning layer is sort of obfuscated. So we spend a lot of time identifying – hey, is this what looks like ETL work potentially, in a report or an assessment that’s performed? Is this really a decisioning layer in your organization? And that’s what we’re really finding is there. And what folks are really interested in is taking that framework – what was previously identified as legacy SAS – and seeing what we offer in terms of Viya. It’s scaling far beyond what the competition can offer in terms of decisioning frameworks and automating process and delivering core value. A lot of the AI discussion is focused now on where are you seeing ROI? How long do we have to wait? What is the roadmap to finally get something out of this? And I think that’s really the core difference. Yes, there’s a lot of tools. It’s a crowded space. The competition is fierce and they can do some very exciting things. I think what we offer organizations is really the opportunity to do those same things and more, and to take your current investments, your current intellectual property, through that framework – which delivers value incrementally rather than a build within a complete new paradigm. Robert Dutt: One of the announcements that really caught my eye this week was the addition of the MCP – in that essentially you guys are opening up the analytics engine to external AI agents like Claude to call it directly. It seems like a pretty significant shift in terms of thinking about openness, thinking about consuming SAS from wherever folks want to consume it. What does that motion mean for the Canadian organization and for your Canadian customers? Ryan MacDonald: I think this is an extrapolation of what we spoke about earlier, in the sense of we are providing these deterministic decision frameworks to these organizations today. And so we talk about this almost in the sense of the Apple/Android paradigm. This was a previously closed ecosystem. The SAS code base was proprietary. The compute infrastructure was proprietary. And the open source motion was the first move here – running Python and R and other code frameworks natively within SAS is something that we’ve supported now for years within Viya. And it’s an extrapolation of this – meeting our customers where they are. SAS did not endeavor to compete directly with the frontier labs and build LLM models. But we certainly see the benefit – this is providing the market the productivity increase, the creativity of use cases, and what this adds to decisioning frameworks. I think the shortcoming is still the deterministic component, where something can be built in a hard and trusted capacity, presented to a regulator with the appropriate lineage. That’s really where we see these worlds coming together. So I don’t think it’s a great strategic decision if SAS were to impose, “we have one specific framework, one partner in this space.” We’re seeing, in addition to the frontier labs, a lot of custom work in this space as well – enterprises that are building more small language models around their data sets. So imposing this integration framework, I think, allows us to really meet customers where they are. Robert Dutt: A few years ago there was a flurry of things going on on the channel side for you guys. You brought on TD SYNNEX as a distributor. I believe it was a worldwide, not Canadian-specific figure that you were going for – 30% of contribution through partners. Where’s the channel scene at for you today? How would you characterize where you’re at against those goals and others? Ryan MacDonald: I think we’re still making progress in that domain. The channel business is still growing very aggressively. It’s a big shift to turn, frankly, in terms of getting the allotment of customers we had when we segmented what work was going to the channel, how that was going to be developed. And we compare ourselves to our peers in the industry – they’ve been at this for a lot longer. So just the maturity continues to develop. I think we’re seeing great progress, great feedback from customers in terms of the way that the channel is able to support them. And we see proliferation of niche players here that have come out of the woodwork that are very industry-specific. So I think that’s really the opportunity – where we had a general technology-based approach for certain industry segments, what we’re seeing is these channel partners can really tie together these business outcome-driven discussions in a way that was much more expensive and difficult for SAS to scale to. Robert Dutt: What does the community look like today in terms of scale, profile of partners, what they’re doing, and where do you see that evolving over the near future? Ryan MacDonald: I think we’re seeing this change very quickly with the advent of AI in terms of what use cases are being prioritized. I think in Canada, a lot of organizations have hit a wall in terms of understanding their data foundations – they’re not necessarily ready to scale them towards all the outcomes they’re seeking to deliver. And so channel partners are that domain. What are our peers doing? And this is GSIs and niche consulting firms and everybody in between. So we’re really seeing those conversations take shape of almost a reset of the roadmap, a reprioritization of how they’re building out their target state ecosystem. And that industry expertise is, I believe, the real differentiator. There’s a lot of competition. It’s a crowded space in that sense. So having an outcomes-focused point of view, whether that’s from SAS directly or a channel partner, is really important. Robert Dutt: Is the changing nature of what you guys are focused on in terms of AI governance and all those kinds of things that we’ve been talking about changing the definition of who you’re working with as a partner? Or is that something that’s likely to happen in the near future? Ryan MacDonald: I don’t think it’ll necessarily change. We might add some things to it, but they’re really part of the same conversation. I don’t think you can have a conversation about scaling AI without a discussion about the governance framework. And in a lot of cases, model inventory work, and just being the core platform of delivering models in this decisioning layer, is something that SAS had a lot of experience and an existing footprint within. So I think it’s really germane to the way we’ve been working with these customers today. Robert Dutt: How does the service mix – how they actually bring this all to market as partners – change as kind of what you’re going after changes? Ryan MacDonald: I think there’s a lot more consultative work right now around these outcome-focused and prioritization discussions. So I think it certainly is changing. And if you’re seeing this sort of increased competition in the technology domain and more commoditization of certain tool sets, it just puts more weight on – how do I really navigate? It crowds the pathway and creates more obstacles in terms of delivering outcomes. And so I think just refocusing on outcome-oriented discussion – and a lot of times these are deep partnerships between a niche consulting vendor, or somebody that now is a channel partner to SAS, and these firms in sectors across Canada. So it’s not necessarily changing the way we’re working with them. It’s changing the prioritization of the discussion, putting consulting maybe ahead of technology. Robert Dutt: Before we sat down to record, just as we were getting to know each other, you mentioned that part of your path through SAS Canada was you had managed services, at least for a while – and I believe that to be internally. How has that shaped, and how does this moment shape, how you think about working with partners who are in that managed services kind of motion? Ryan MacDonald: Yeah, that conversation is changing everywhere in the world. The political landscape, of course, is relevant here – in terms of we’re seeing some location dictate where customers are willing to send or host data. We’re seeing geo-repatriation in that sense. We’re seeing movement to the cloud change the dynamics of the cost model, what folks are seeing in terms of stable applications that don’t necessarily need the scalability or proximity to data. We’re seeing them pull some things back on premises and build clouds internally with OpenShift and other technologies. So I think it’s a cycle like most things in technology, where we’ve had the gold rush of moving everything to the cloud. And I think especially enterprise customers are now deciding not only how do they divide that workload amongst hyperscaler partners, but what is appropriate for internal clouds, which are now growing in popularity. And I think in Canada, we’re not seeing a huge disruption in this space, but we’re seeing a lot more of our business grow in terms of managed services. And as we talk about more outcome-driven engagements – less just providing raw access to the technology – the managed service really bridges the gap in terms of the various integration points that need to be managed along the way. And so it’s not just simply providing the infrastructure and application support. We’re seeing the managed service domain, especially around SAS – where this is not a one-size-fits-all approach – really extrapolate into “can we help you really derive your outcome” with expertise in either transformations of data, or we’re providing models now in terms of a service offering, in addition to consulting work of building models custom to each application. So that’s really evolving quickly. Robert Dutt: One of the trends that we follow a lot is this move across the industry to look at partners less as a direct, straight-through channel and more as an ecosystem – a lot more multi-partner engagements, especially given where you guys sit in the complexity and custom nature of a lot of what customers are asking of you. How are you guys thinking about that ecosystem, multi-partner play? Ryan MacDonald: I think the list of partners is generally growing as we talk about extrapolating into channel and SAS’s ambition to have, as you stated, 30% of our revenue flowing through the channel in Canada. I think the customer really dictates the specific mix. And so customers in large enterprise have a preference of GSI and specific domains. And what we’re seeing more is the introduction of niche players alongside GSIs, where typically that was binary previously. They would typically – let’s say they work with Deloitte or EY, for example – that would be their preference to continue in that direction. And now we’re seeing them want to leverage the scale those organizations offer, but really like the thought leadership and expertise delivered by a niche partner, and want to bring us all together. So we’re seeing a lot more partners enter the conversation, which I think is very healthy for the competitive domain and just in terms of getting to specific outcomes very quickly. Robert Dutt: The traditional sweet spot for SAS has been clearly enterprise, and Canada’s a very SMB-heavy nation, obviously. But a lot of the stuff that’s going on right now between the Viya SaaS model and the stuff going up on GitHub and the move towards managed services suggests that there might be even more of a mid-market play than before. I’m curious what you see in terms of what a Canadian reseller can realistically and credibly pursue right now. Ryan MacDonald: That has been the way the economy has been structured in Canada for decades, of course, and something that I think our channel strategy really celebrates and prioritizes. SAS – it’s hard to work both ends of the spectrum. And so our legacy of working with enterprise customers, to explore some of the topics we’ve covered in the regulatory domain and how that takes shape, the reach to SMB customers has been something that we’ve candidly struggled with at times. The channel is really the resolution to that. So we’re seeing, as we talk about more entities in this space, the mix of consulting partners or partners in general proliferating – that’s really where we’re seeing it, down more towards the SMB segments, less on the enterprise side. Robert Dutt: Acknowledging that there’s going to be a wide range of things here, and it may even depend partner to partner, but looking at the channel as an aggregate – what do you need more of from your partners right now in terms of areas of focus, in terms of opportunities to be going at, in terms of skillsets? Ryan MacDonald: I think because we are trying to aggressively pursue this market in Canada and service this customer base – which, again, the channel is just better suited for, all around – to me, it’s the feedback loop. That’s something that we challenge, of course, our frontline in an enterprise setting. You have a consistent flow of communication that’s bidirectional. We’re getting feedback on what’s important to them, what they are doing with the platform at times in our tool sets. And having that flow through an additional intermediary is an additional step in the process in the channel segment. But I think that’s really important – just to make sure we’re collecting feedback not just from channel partners, but direct from customers – their experience with SAS, how our channel partners feel in terms of support and enablement, pricing and mechanics and the rest of it as well. Robert Dutt: Curious what you see success at SAS Canada looking like over the next 12 to 18 months. What are the conversations you want to be having that you aren’t yet? What are the measurements that you’re looking at? Ryan MacDonald: We have been growing the business – in terms of revenue, of course, is always important to us – but influence in the market, I think, is something else. SAS, having such a – as we celebrate 50 years – our legacy is something we’re incredibly proud of. It’s afforded us the opportunity to build these great partnerships in Canada, all across the country, various enterprises. I think at times the double-edged sword there is they may equate us to the way they had built with SAS previously and don’t necessarily take stock of some of the things you’re seeing us bring to market today and announcing here at Innovate. So I think that is really what we look for – not just in terms of revenue growth and are we delivering more outcomes and scaling the progress with these customers. Are we really – are they delivering within the new framework? Are we changing the narrative in terms of what they see from SAS and who we are to them? Robert Dutt: My last and definitely most important question – how many dinners did you have last night? Ryan MacDonald: I had one dinner. Robert Dutt: One? One dinner. Oh, that’s an accomplishment. I appreciate you taking the time, Ryan. Thanks. Ryan MacDonald: Thank you, Robert. Really, really nice to meet you here today. Thank you, I appreciate your time. Robert Dutt: There you have it – Ryan Macdonald from SAS Canada. I’d like to thank Ryan for his time. This was our first in-person recording with the new setup, and I think you can hear the difference. And thank you for listening. A few things I’m taking away from this one. First – the AI governance story in Canada is moving faster than it might look from the outside. Ryan’s framing stuck with me: the volume of models organizations are pushing through validation has gone from two a week to five to ten a day. The governance framework isn’t a compliance tax – it’s the operational infrastructure that makes any of this scalable. And for Canadian financial services firms, OSFI E-21 isn’t on the horizon anymore – it’s here. Second – SAS’s competitive argument is more interesting than the standard “we’ve been around longer” play. The pitch is that there’s already a business-critical decisioning layer in your organization that’s been built on SAS. And the real question is whether you’re going to upgrade and grow from that investment, or build something new from scratch alongside it. For a lot of Canadian enterprises, that’s a conversation worth having. And third – Ryan was candid that the direct sales model doesn’t reach the SMB, and the channel is the answer. What’s interesting is where the growth is coming from – niche, industry-specific partners alongside the big GSIs, with customers already wanting both in the room. If you’re a Canadian reseller or systems integrator with deep vertical expertise, SAS is worth a conversation. We’ll be back tomorrow with more from on the ground here at SAS Innovate 2026, as we chat with the global channel chief at SAS Institute, John Carey [CHECK: transcript rendered as “John Kerry” – confirm on playback before publishing]. If you found this one useful, follow or subscribe to In The Channel from ChannelBuzz.ca. We’re on Apple Podcasts, Spotify, YouTube, and most of the major directories. Ratings and reviews are always appreciated and genuinely help other people in the channel find the show. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Doug Houghton, director of global channels at Alkira There’s a line from this episode that’s worth leading with: “Networking is not sexy until it doesn’t work.” That’s Doug Houghton, Director of Global Channels at Alkira, and it’s a pretty concise summary of why his company exists. Alkira was founded by the team behind Viptela – the startup that essentially created the SD-WAN category before being acquired by Cisco. The lesson they carried out of that experience is that SD-WAN, for all its promise, still ran into the limits of underlying infrastructure. You ended up with disparate networks, latency constraints, and complexity that didn’t disappear – it just moved somewhere else. What they built in response is Network Infrastructure as a Service (NIaaS) – a cloud-native, consumption-based global backbone that abstracts multi-cloud connectivity into a single managed plane. The pitch to partners is concrete: consolidate 50 physical firewalls into virtualized functions, reduce total cost of ownership by 40-70%, and do it without a rip-and-replace cycle. The timing matters, and Houghton is direct about why. AI workloads – distributed large language models, agentic workflows reaching across multiple clouds simultaneously – demand a level of network elasticity that legacy infrastructure simply wasn’t designed for. Alkira’s argument is that they’re the smooth road that makes AI-driven infrastructure actually work in practice. For Canadian partners, Alkira has real resources on the ground: a solution architect based in Toronto, a dedicated channel account manager, and publicly referenceable Canadian customers including contact center provider ContactPoint 360. The Connect Partner Program, launched in March 2026, puts approximately 20 percent total margin on the table across base discount, rebates, MDF, and POC SPIFFs – with average initial deals around $500,000 USD and typical expansion of 4x in year one. Canadian partners interested in the conversation can reach the team at partners@alkira.com. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. If you were around when SD-WAN was the big disruptive idea in networking – the promise of simplifying branch connectivity, cutting costs, getting smarter about traffic – you probably also remember it didn’t quite deliver everything it promised. Not because the technology was bad, but because the underlying network architecture couldn’t keep up. You still ended up with complexity. It just moved somewhere else. That problem is essentially the founding insight behind Alkira. The company was built by Amir Khan and Atif Khan, the same team behind Viptela, the startup widely credited with creating the SD-WAN category before Cisco acquired it. What they learned in that experience is that SD-WAN, without a proper global backbone, just creates a different set of headaches. So they started fresh and built what they call NIaaS – Network Infrastructure as a Service – a cloud-native, consumption-based approach that abstracts the complexity of multi-cloud connectivity into something you could stand up, as my guest today puts it, with just a username and a password. The timing is not accidental, because what AI demands from a network – elasticity, low latency, the ability to reach distributed workloads almost anywhere instantly – is exactly what legacy infrastructure wasn’t built to handle. My guest is Doug Houghton, Director of Global Channels at Alkira. Doug has been in the channel a long time, knows the technology in a way that might genuinely surprise you coming from a channel chief, and has a lot to say about what it all means as a real business opportunity for Canadian VARs and MSPs. Let’s get right into it, my chat with Doug Houghton. Doug, thanks for taking the time. I appreciate it. Doug Houghton: It’s my pleasure. Thank you for having me on today, Robert. Robert Dutt: So you were part of the team that built up the SD-WAN market at Viptela back in the day. What did you learn there that told you the next big thing was going to be NIaaS, and why now? Doug Houghton: First off, that’s a great question. I felt a bit like a passenger in a car racing a thousand miles an hour when we were doing software-defined wide-area networking. What we learned was that without organizing your cloud infrastructure properly, your cloud bill gets ridiculously large – especially if you keep your control element decoupled from your data plane in the cloud with all these workloads churning. But what we really learned, and what’s applicable to what we’re now doing at Alkira, is that SD-WAN truly did deliver on its core promise. It allows customers to influence traffic based on link quality and improve the user experience. If you’re on a phone call and it starts to get goofy, you can move over to a better-performing link in real time without dropping the call. That’s powerful. And the same with data traffic. What I hadn’t fully thought through was what happens as global companies start to adopt SD-WAN and disaggregate across locations in Southeast Asia, China, Latin America, and everywhere else. The latency back to the control element isn’t easy to contend with. So you ended up with organizations making decisions that effectively created four separate, disparate networks for latency purposes. And that was not part of the original promise. What we learned was that you need a global backbone that’s high throughput and low latency. The edge can still be SD-WAN – there are real things in SD-WAN that people still want, whether that’s WAN optimization, deduplication, caching, policy-based routing, forward error correction. All of that still has practical application, and site-to-site communications are still needed in many use cases. But Alkira was built inside the cloud first, employing the same principle of decoupling control plane from data plane for scale. By abstracting the cloud infrastructure, we were able to remediate the latency that those four geographically dispersed networks created. We’re the global backbone – that middle mile with high throughput and low latency – and then you connect these clusters of SD-WAN networks together and all of a sudden the promise of SD-WAN gets a lot more consumable. You have a singular network managed from a singular control plane and element management orchestrator, and you can still get all the benefits of SD-WAN at the local sites. Robert Dutt So in plain language, a Canadian MSP or VAR is used to selling network hardware or managing someone else’s infrastructure. How is selling, deploying, and managing NIaaS different from what they’re already doing, and what makes that distinction important? Doug Houghton: Let’s take a half step back and talk about what NIaaS actually is. It’s Network Infrastructure as a Service. What Alkira does is abstract the cloud infrastructure and build a routed overlay on top of it. We think of it as a virtualized colocation facility that connects and normalizes communications across your entire network. For managed service providers and service providers, our solution accelerates bringing their customers to cloud applications, cloud workloads, storage, and everything else the cloud promises. The way I explain it to my mom – and I’ve told this joke once already today because I’m sitting in a partner’s office right now – is this: if you went to Russia, Japan, Argentina, and San Francisco all in one day and had to transact in each place, and you could speak the native language in each one, that would be ideal. What we focused on was normalizing communications regardless of the cloud service provider, colocation provider, data centre – private or public – or whatever type of router is at the branch office. As an MSP or service provider that comes in, what we give to our customers and partners is a username and a password. That lets you come in and – for your old-school folks in the audience – essentially etch-a-sketch your network together. You can turn a couple of knobs, and it’s not that we’ve cranked the amp up to eleven, we’ve just removed all the numbers and automated everything. It just knows what you want to do. It’s a routed BGP overlay with the control plane abstracted from it, so the forwarding plane can route around things like the CrowdStrike outage, or losing an AWS region – which happens more frequently than AWS would like to admit – or any cloud service provider incident. The multi-cloud reality has accelerated adoption, but it presents a new problem: you’ve got an AWS expert on staff, but you don’t have an Azure, GCP, OCI, or Alibaba Cloud expert. Those are all different languages. When I tell my mom that we normalize the communications between all the assets in the network and make it easy to connect to all of them, she gets that. For the MSP looking to monetize something new or add another revenue stream, we offer a couple of compelling things. In the middle of our stack, we place a solution inside the cloud – sitting in a VPC, VNet, VCN, or Google VPC – right in the middle of all the cloud, SaaS, and WAN workloads. We’ve pleased a lot of customers by lowering total cost of ownership through the consolidation of network services they already have in their environment, in the form of virtualized network functions. Take a Palo Alto firewall deployment – say you have fifty Palos out there, all talking to Panorama, with a security engineer managing policy centrally. Instead of having fifty firewalls on the ground, you consolidate them. You go from the ground – five to ten milliseconds to the nearest public cloud PoP – hop onto the Alkira fabric, and terminate that traffic on a virtual port on our exchange point. In the middle of that exchange point, sitting in a VPC or VNet, you place a Palo Alto virtualized network function. You get the IP address of the Panorama server, and if you didn’t tell the security engineer anything had changed, they would not know. The form factor changes, but not how they interact with Panorama, how they build policy, or anything about how they secure the traffic. That remains exactly the same. We virtualize the instance and place it on a global high-throughput, low-latency backbone inside our exchange point. We deploy exchange points in HA pairs, anywhere from 100 Mbps to 40 Gbps. The customer or service provider consumes one, and we maintain the other on their behalf – because every thirty days we’re fixing bugs and doing maintenance. We swing production workloads to the backup, do the work on the primary, then reverse the order, all while keeping these customers up and running. Because we’re delivering this as a service, it has to always be on. One of the most important architectural decisions we made from the start was ensuring those two exchange points are always running active-active in a full mesh configuration, buttressed by hundreds of other exchange points globally distributed – all synchronized and aware of each other’s states. Robert Dutt: You’ve said that legacy networks can’t handle what AI demands, specifically in terms of elasticity. Can you unpack that a little? When an MSP’s customer starts deploying language models or agentic workflows, what is it that actually breaks? Doug Houghton: Good question, and I’ll give you an honest answer. I’ve started to fall in love with Claude – I think it’s one of the coolest things in the world. I can do all sorts of creative things with it. But Claude isn’t talking only to me. He’s a bit of a flirt – he goes to a lot of different places to get knowledgeable about various things and produce the outcomes I’ve asked for. And those other places are where you run into problems. I used to say the three biggest AI providers are GCP, AWS, and Azure. That’s still largely true. But the likes of Anthropic and other AI labs are distributing LLM workloads everywhere. Without the right network underneath that, it’s like buying the hottest car and driving it down a pothole-filled road. What we offer is a high-throughput, low-latency, elastic network. If you need to turn it up in a heartbeat, you can. We helped complete the S&P Global and IHS Markit merger network integration in about a tenth of the time they expected, because we’re natively segmented. Think about those two networks as large datasets that AI agents need to access. You have to secure the traffic, and you need it to be elastic – able to reach anywhere, instantly, to produce the outcome the agent was asked for. The ability to go anywhere on a road that’s smooth as glass, in the hottest car possible – that’s what we offer. Our network infrastructure solution is an abstraction: a forwarding plane that goes everywhere, and your imagination is really the only limitation. Speed, elasticity, and securing access – even for agentic, self-directed workflows – it’s still a critical element. And nobody – I said this earlier today, so I’ll say it again – networking is not really sexy until it doesn’t work. If I have to get in and route-peer and manually configure transit gateways, I’m going to punch myself in the face repeatedly. I just don’t want to do it. It slows everything down. I can automate it with Terraform, sure. But I want to consume it now. I want to prompt it now. I want the outcome now. Robert Dutt: You’ve launched Alkira NIA, your AI co-pilot and network infrastructure assistant, along with an MCP server last year. It’s interesting – you’re essentially putting AI on top of the infrastructure that’s enabling AI. What does NIA actually do for an MSP’s day-to-day operations? Doug Houghton: Maybe I have a limited imagination, but I still use it like a utility. NIA is great because it allows you to search through all our documentation in a more organized way. We have amazing documentation – there’s a lot of it – and when you’re looking for a specific configuration or something captured in a knowledge base, that tool is really useful. But continuing the utility theme: how do I do something? If I want to create a micro-segment to distribute to a bunch of business units, or build an isolated Layer 3 routing table and get it to various business units, and then set up billing with specific billing tags for each segment – I know how to do that because I’ve done it many times. But a new user may not. You can use the NIA agent to search the documentation, search previous implementation notes, best practices, all of that. That’s real value. But you can also ask it something like “why is the sun bright” and it won’t return the answer you expect. I’ve done that too. Robert Dutt: Let’s talk about the Connect Partner Program and the economics. You’ve got the Partner Profit Stack – tiered margins, quarterly rebates, MDF, SPIFFs, the Connect Pipeline Fund. It’s a full toolkit, and it’s stuff partners have seen before. What’s the real math? What does a Canadian MSP at the Premier tier actually walk away with on a typical deal after they’ve done the work? Doug Houghton: Usually about nineteen percentage points – maybe a little more. On the pre-sale side, when we get into a POC, our Premier partners can earn a $1,000 SPIFF. We close about 85% of our POCs, so there’s real value in that. Add in the rebates and MDF access, and the total haul is closer to 20% on each deal. Worth mentioning: we’ve been a 100% channel company since May 2022. My partner David Klubinoff, my technical counterpart – we worked together at Viptela and we started the Alkira channel together. It took a couple of weeks to convince our CEO that going 100% channel was the right call. I think he’s a believer now. We’ve driven significant revenue for the company, and our partners are our thought leaders – out in the market talking about our solution and solving customer problems. I was in Chicago yesterday doing a technical enablement session with thirty-plus SAs and SEs. We had the classic SD-WAN questions, and a lot of questions about segmentation and M&A. There’s enormous consolidation happening in insurance, healthcare, and other sectors, and the overlapping IP address problem that comes with mergers is something MSPs face all the time. We’ve entirely simplified that. You build a NAT policy right in the solution and the overlapping IP issue is resolved within an hour. In the case of S&P Global and IHS Markit, they thought their merger network integration was going to take a couple of years. The issue was largely the overlapping IP addresses – IHS couldn’t talk to the HR applications at S&P, and vice versa, plus all the other interdependencies. You need a fast way to solve the overlapping IP problem before you can even get to the real work. That’s been a core design element of our solution from the very start: take care of the small things, and people can move faster and get to market faster. Our biggest MSP – and this is a publicly referenceable customer – is CEDA, a French-based organization that provides managed network services to 95% of the world’s airlines. For them, it means being able to turn up a new customer faster, connecting on-premises assets to their control elements so they can begin actually managing that network. Speed, and the efficiencies and cost reductions that come from it – that’s what it does for all MSPs. If you’re consolidating fifty firewalls into virtualized functions, you’re making a good commission, getting MDF support, quarterly rebates, and a SPIFF when you engage us collaboratively on a POC. All of that happens at an accelerated rate. I’ve been screaming from the mountaintop about our solution for about four years. Invariably, you’d walk into a room, say “Hi, I’m Doug Houghton from Alkira,” and they’d say “Who?” That’s starting to happen a lot less, which is a genuinely nice thing. Over the last twelve to twenty-four months, the business has grown exponentially, the diversity of our partner ecosystem has increased, and partner margins have been very healthy. The tiered structure was really about celebrating partners who have invested in us. Honestly, I’m waiting for the day my boss tells me to stop incentivizing partners – because when that happens, I’ll know we’ve hit the apex. Our partners will be generating so much revenue that someone gets uncomfortable with what we’re paying out. I can’t wait for that day. Some of the more interesting things in the program came from actually listening. I went around and talked to a bunch of partners about their ideal partner programs and built from there. And one of the realizations – I thought it was significant – was what we were actually doing on the post-sale side. We white-glove every implementation right now, because it’s critically important to us. We haven’t lost a customer, and we intend to keep it that way. But that doesn’t scale forever. So the question became: why don’t we help our partners productize the post-sale work? We built a product catalog, a pricing calculator, and a new partner portal we’re about to release, with its own AI agent for searching market assets. The product catalog was a light bulb moment. We pay healthy margins on the pre-sale side at every tier of Alkira Connect. But we had never touched the post-sale side at all. We’re largely automated and NIaaS is as simple as possible to consume – a username and a password. My thirteen-year-old could configure a network, and she’s really smart. But there’s still some implementation work. You still need to build policies in Panorama. There’s still DDI work. There are still services that partners can benefit from – and all partner types, MSPs, VARs, master agents, sub-agents, service providers, now have a post-sale commission opportunity. Robert Dutt: You mentioned services – you’ve got services attach plays around modernization assessments, segmentation design, migration sprints. Starting from zero, how long does it realistically take a partner to get their first deal with those services attached through the door, and what does the ramp look like? Doug Houghton: There’s a lot in that question. Let’s take a half step back. We have virtual sales and go-to-market training – three modules – and then five or six technical training modules. We’ve got a lab-in-a-box environment, foundational and advanced technical training, and DDI training. Partners typically start there. Then we run regular in-person and virtual sessions – one partner has regular office hours with me, my SE counterpart David, or our architect Christopher Arenas, and we just invite partners to come and ask questions. Getting partners genuinely comfortable with the technology is the most important thing we do, because nobody goes out and sells anything unless they’re confident they can explain how Alkira solves their customer’s problem. That’s what I’m doing in Chicago today. Our customers tend to be fairly large. We’ve got our first Fortune 10 customer now. The more complex the network, the larger and more global the deployment – multiple countries, security vendors, firewalls, DDI providers, load balancers, service providers, colos. We sit right on top of all of that. The average sales cycle is about 190 days – a little over six months. A newly enabled partner might encounter an M&A overlapping IP use case, recognize the problem, and say “I think we can solve this with Alkira.” They go through a POC together with us, the customer commits, and that first deal closes around 190 days. A little class week: it’s actually 190 and a half. The average deal size is about $500,000 USD. We then see significant expansion: typically 4x growth in the first twelve months after the initial close, and around 8x in the second twelve months. Real incentive to stick with it. We’re loyal – if the customer doesn’t kick the partner out, we go to bat with that partner on every expansion deal. We land, then expand, with the same partner. BNSF, one of our other public references, has expanded several times to address more and more use cases. The solution gets sticky and customers are genuinely surprised by how easy it is. On the post-sale side, we come in and help with implementation, especially early on. But we’re reaching the point where more capable partners can handle it themselves. We’re building a post-sale certification for Alkira right now. In the meantime, we ride shotgun through the first couple of implementations – virtually in Slack or in person – until partners are fully up to speed. All partners have access to our Slack channel, along with our entire solutions architecture and SE staff. One partner working on a Fortune 10 engagement has a great habit of putting a subject header in Slack and starting a conversation. He’s been on services at this customer for three or four months – a significant engagement. He’s the one who originally described the network as a “spaghetti mess,” which I still chuckle about. I actually built the product catalog based on those Slack headers – pulled them together, socialized them with a group of partners, got input, and built from there. To directly answer your question: you’ve got to get through that first deal, and we’re going to ride shotgun with you through the first couple of implementations. The partner learns, gets comfortable, can monetize it, and can deliver independently from there. We have no illusions about going back to being a direct company after May 2022. It’s ride or die – 100% channel, and we enable our partners to solve their customers’ problems and support them while they do it. Because our partners have been our biggest growth engine. Robert Dutt: You’ve talked about a goal of doubling revenue through partners. What does the ecosystem look like when you get there? This sounds like it could primarily be a GSI or large integrator play, given the customer complexity you’re describing. Or do you genuinely see a path for mid-market MSPs and VARs to build a meaningful NIaaS practice? Doug Houghton: Another tough question. Yes, I do have GSIs as partners. We have a fairly robust and diverse partner ecosystem, and we see small shops rising up while larger shops are moving a bit more slowly, honestly. We’re still in that brand awareness honeymoon period – people are realizing our technology is compelling, getting themselves enabled. Some large partners we’ve recently brought on are still ramping. The biggest and most established organizations aren’t yet as capable as they will be, but we’re working diligently on that. Some of our smaller partners, on the other hand – I’m thinking of a friend of mine in Utah who is just an absolute champion. He knows our solution better than almost anyone. He closed six or seven deals in the past year, supported the implementations, did it largely on his own, because he’s curious, motivated, read all the documentation, and has been through full implementation cycles with us. He works at a ten-person shop. They just happen to have really good customers, and he knows the solution cold. So we’re at different stages with different partners in terms of maturity. The answer to your question is genuinely both. The small shop in Utah and the large national partner dedicating more resources as they see more customer problems Alkira can solve – we see wins across both. In the networking space, a six-month sales cycle is about as fast as it gets. I’m giving you a username and a password and you’re going in and connecting all of a customer’s assets together. The path exists for partners of every size. Robert Dutt: You’ve called out Canada specifically in your expansion plans, alongside the UK, EU, and the Middle East. What does that look like operationally – localized support, a Canadian channel team – or is it more of a global platform available to Canadian partners? Doug Houghton: Let’s talk personnel. We have a dedicated rep in eastern Canada, based out of New Hampshire, and a brilliant solutions architect just outside of Toronto. We’ve got a channel account manager – very capable teammate of mine, Savannah Stone – and the entire global solutions architecture staff accessible via Slack. We recently closed a very significant logo in Canada – a large insurance company – and our publicly referenceable Canadian customer is ContactPoint 360, a contact centre and BPO provider. They wanted to connect their Latin American operations back to Canada and couldn’t find an effective way to do it without us. We route them through the US West region, and the results have been excellent. We’ve also added CDW Canada as a partner, and I’ve got a value-added distributor that helps with field events. It’s not a massive footprint yet – it’s a bit of “they come first, then we build” – but there is a tremendous amount of opportunity in Canada and in Latin America that I’m genuinely excited about. Nobody’s told me no yet on spending budget, so here we go. A great story on the Canadian side: a gentleman named Chris Thelosinos, an architect and consultant who works with others in our space, is a member at a wine shop in Toronto. During the Toronto International Film Festival last year, we hosted a wine event right next to TIFF. I don’t drink alcohol, so it was entirely about the conversations for me – and I had the best time. We had significant customers come out, and the demand for simplicity, ease of implementation, and everything Alkira does well was just as strong in Canada as anywhere else. The market need is real. We talk about global backbone as a service all the time. Connecting China to San Francisco carries a distance and time tax, but it’s easy to configure. For organizations navigating geopolitical complexity around China access, or needing GPU connectivity in and out, we just abstract the Azure and AWS mainland China instances. They operate the same way as their Canadian or US equivalents. And you can consume it pay-as-you-go – stop using it, stop paying for it. That’s a compelling model for MSPs looking to grow into different regions. Robert Dutt: Last question then. For that Canadian MSP who’s listened to this and is thinking, “This sounds like a real opportunity” – what’s the one thing you’d want them to take away and act on? Doug Houghton: I’d ask them to go to partners@alkira.com and send us a note. And I will ply them with all sorts of content – videos, learnings, deal registration information, everything they need to get started in the space. Tongue in cheek, and also completely seriously: partners@alkira.com. If you’re looking to grow your business as a managed service provider – managed network, managed security, managed load balancing, managed DDI, managed connectivity – we’re a really great place to start. Because it’s never unpopular to walk into a customer and solve their problem quickly and say, “I can help you with X, Y, and Z, and I can do it in the next couple of hours – and that’s going to drive a total cost of ownership savings of 40 to 70%.” Nobody ever kicks you out of the office when you say something like that. Robert Dutt: Amazing. Doug, I appreciate you taking the time. Thank you very much. Doug Houghton: Robert, thank you for the engaging conversation. I hope your listeners get some good stuff out of it. Robert Dutt: There you have it – Doug Houghton from Alkira. I’d like to thank Doug for his time, and honestly for being one of the more entertaining guests I’ve had on in a while. “Networking is not sexy until it doesn’t work” is a line I’m going to be thinking about for a while. Thanks to you for listening as well. If this conversation sparked something – whether it’s curiosity about NIaaS, the AI infrastructure angle, or what roughly 20% total margin on a $500,000 average deal could do for your business – Doug made it easy for you to take the next step. Drop a note to partners@alkira.com. That’s the front door. And from what I heard today, they will absolutely get back to you. Here’s the thing that stuck with me most in this conversation: the argument that the AI moment isn’t just a software or services play. It’s going to force a reckoning with network infrastructure that a lot of organizations have been deferring for years. The partners who treat that reckoning as an opportunity rather than a fire drill are probably going to look very smart in about three years. If you’re finding the In The Channel podcast from ChannelBuzz.ca useful, the best thing you can do is follow or subscribe wherever you get your podcasts. We’re on Apple Podcasts, Spotify, YouTube, and most major directories. And if you’re enjoying the show, ratings and reviews are genuinely appreciated – they help other people in the Canadian channel find us. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Unlocking the Power of Frontier Partnerships Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ In this compelling discussion from the Ultimate Partners Winter Retreat, Microsoft GM Katharine Kennedy joins Vince Menzione to break down the operating models of “Frontier Firms.” Katharine shares her incredible journey of scaling the ServiceNow partnership from zero to $1 billion in TCV and reveals her current mission: building Adobe into the next great frontier firm for Microsoft. The conversation dives deep into the necessity of AI-led innovation, the critical importance of placing trust at the center of every technological stack, and why traditional quarterly business reviews are being replaced by real-time, constant connectivity. Whether you are an ISV, SDC, or channel partner, this session provides a roadmap for navigating the tectonic shifts in the AI ecosystem through organizational alignment and shared vision. Key Takeaways Frontier firms integrate AI up and down the UI, agent, and data layers while evolving their internal operating systems. Successful partnerships require a shared vision at the highest level that melds two mission statements into a single belief system. The traditional QBR is becoming outdated, replaced by real-time, constant communication across engineering and product teams. Trust must be the primary pillar of AI development, supported by core principles like fairness, reliability, and accountability. Leading with co-innovation and customer-centric data solutions is more effective than leading strictly with revenue goals. Strategic use of the Microsoft Marketplace remains a “hidden gem” for achieving scale and high-velocity growth. https://youtu.be/OU22MIfs-1A If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: Frontier Firms, SDC, Microsoft GM, Adobe Partnership, ServiceNow, AI Operating Model, Responsible AI, Co-innovation, Partner Value Chain, Organizational Alignment, Microsoft Marketplace, TCV, Data Sovereignty, AI Agents, Adobe Firefly, Azure, Ecosystem Growth, Digital Transformation, AI Governance, Strategic Partnerships, Tech Leadership. Transcript: Katharine Kennedy Vince Menzione: [00:00:00] Honestly, it’s people. Yes, with agents. Um, and I know we hear that and it’s very like, oh, what does it mean? Are we really using it? I cannot tell you how many agents I use in a day. We just finished Ultimate Partners Winter Retreat here in beautiful Boca to a sold out crowd. Come join me now for a compelling discussion on the impacts of the tectonic shifts we’re all seeing. We, we’ve talked about MSP, we’ve talked about channel. We’ve talked about marketplace. We haven’t really dug deep into the SDC conversation, and I still, that doesn’t roll off my tongue. I still say ISV in my own mind, but the software development corporations, um, we’ve had several executives from that, from that world. Sandy Gupta has been. Um, many time guests, uh, at, at, at our events and we really wanted to double click. And I was so fortunate to meet Katherine Kennedy several months ago and learned about what [00:01:00] she’s doing and what the work that she’s driving. So I wanna invite her on stage ’cause we’re gonna have a very intimate conversation by Yeah, we call these so great to have you here. And, uh, you’re a GM at Microsoft, which is a big deal, by the way. A lot of people don’t know that. Thank you. And you’re running, uh, two of, I’d say two of the most significant partners within the Microsoft ecosystem. I would say obviously two. Now. Just one. Okay. We’re doubling down on focus. So nice to meet everybody. I, I wish there was a fire ’cause it did. What you Well come on. This goes off heat by the way. We get back off a little bit. This goes off our, so all good. So tell us, give us your, yeah. Give us your background and your role. Katharine Kennedy: Sure. So Catherine Kennedy. Nice to meet you all. Um, I’m a GM at Microsoft previously overseeing both the ServiceNow and the Adobe practice. Um, spent the last four years building ServiceNow too. What now our previous guests got to refer to as our REO, you know, exciting, uh, big growth [00:02:00] partnership. Um, so we took that from, for them from $0 in terms of shared revenue to a billion dollars in TCV. Um, and they have one of the largest Macs now with Microsoft. And we did that over the course of three years. So we’ll talk a little bit about. Um, the mindset, uh, and the operating models and things that we implemented with ServiceNow. Um, and then at the time, um, they asked me to take on Adobe as well. And when we saw the opportunity at Adobe, we said, wow, we really need to focus here. And so I have the privilege of being able to focus on Adobe this year. And, um. What I’m most excited about is the ecosystem and the ecosystem opportunity with Adobe as we build them into the next frontier firm or Microsoft. Vince Menzione: And of course we use the term spark, the ecosystem, so yes. Um, so let’s, let’s dive in [00:03:00] here. Use the term mindset. I was thinking about mindset. Market shift, frontier Firm, how do those things align together? Microsoft has been talking, I mean, Judson up on stage and Ignite talking about frontier firms. Nina’s talked about frontier firms. This is a shift in how organizations operate. Yes. In for some, yes. Uh, for others. I was thinking, what are you seeing across the SDC community specifically where you’ve managed before, where you’re managing now, but with ServiceNow and Adobe as an examples? What defines a company that’s truly making this leap? Katharine Kennedy: So as we’re looking at these frontier firms, uh, especially in the S-D-C-I-C spaces, we’re looking at, um, how do they implement AI up and down their stack, but then across the operating system, um, and. I refer to it in our business as the partnership value chain. ’cause we look at our SDCs and ISVs as partners. Um, and so the partner operating model between Microsoft and in this [00:04:00] case, Adobe or ServiceNow, has to be solely in lockstep and moving at warp speed. It’s as, as we’ve been talking about all day, it’s just moving so fast and so the tighter. We’re connected. The Cohesity across the company, um, is absolutely critical, but it’s AI up and down, AI across, um, and what I mean by that is, uh. That’s from the UI layer to the agent layer down to the data layer. So unlocking all of the layers of the stack. And then across the operating model, how are we empowering each executive to buy in on that North star or that strategy that we have jointly? And then how do we drive that operationally to execute at the field level? And that’s. Probably the biggest undertaking, um, I’ve ever done because it’s really you, your team becomes, uh, [00:05:00] these we’re like ants running between two giant companies. I mean, it’s just back and forth, back and forth, back and forth. And um, that’s really the art and the science of it is that honestly it’s people. Yes. Um, and I know we hear that and it’s very like, oh, what does it mean? Are we really using it? I cannot tell you how many agents I use in a day. It’s truly remarkable. Vince Menzione: You mentioned North Star, so I wanted to Yeah. Can I double click on it? Katharine Kennedy: Please do. Yes. Happy to. Vince Menzione: Yeah. I think about mission and purpose and all that tying into North Star. Are, are you implying that an organization needs to get its North Star, right? First and then how, how, and what, what are most of these organizations you’re seeing today, not the ones you manage, but other organizations in the SDC portfolio? Like where are they in terms of the continuum? How are, how are they moving along and what’s your guidance to them? Katharine Kennedy: It’s a good question. So I’ll start by saying my observation, my opinion is [00:06:00] as I’m looking across the companies that are successful and the ones who are yet to be successful, um, the key differentiator is that there is a shared vision at the highest level of the company that drives all the way down to the field. And what I mean by that is we’re taking two mission statements and we’re melding them together. Then we’re creating a belief system and it becomes a cultural shift across two companies versus, Hey, we’re gonna have all of these siloed, tactical, yeah. Operating units and they’re gonna do their own thing and maybe they’ll be successful over here. Maybe they’re doing something different over here, but we’re really. I think I heard Nina say this also, we’re pulling that red thread through the company. Yes. Um, which is critical. And I’ve seen so many companies just show up for the revenue. And yes, that’s an absolute outcome and it’s a [00:07:00] tremendous outcome if you do it right, but you have to do it right. You have to pull that red thread and you have to have every single part of the. Partner value chain buying into this strategy and this North Star, and if they don’t, if one piece of that chain is not bought in, you fail. Yeah. Vince Menzione: Organizational alignment is what you’re saying and what, what I’m hearing is in order, in terms of getting the AI Strat, the North Star aligned. Yes. You’ve gotta get the, I call the C-Suite aligned. Yes. You need to get all the functions of the organization aligned to the thread that you talked about. Yes. And then what does that look like? What does that North Star look like? What is it, what is the ideal example of what the North Star would look like? I’m, I’m a frontier firm. I brought in on ai, music agent ai. I’m doing all the things that we’ve talked about earlier. Katharine Kennedy: Yes. Um, so I think it, so operationally, um, it’s moving the operational rhythm from what used to be [00:08:00] qbr. Frankly, I think that’s outdated. Yes, it is. It is real time, constant communication. And yes, there will be checkpoints and they could be weekly, they could be monthly, they could be quarterly, but this is just real time constant communication because the pace of business, the pace of innovation is going so fast. We have to have that direct line of communication product to product team. We have to have that direct line of communication, engineering to engineering, because with everything going in on. Everything going on in the macroeconomic climate today, especially given concerns around sovereignty. Um, I run a global business, so we have customers saying, Hey, I don’t wanna host my data in a place where I don’t align with the values. That’s a real situation. That was actually a topic at Davos, as you mentioned, um, Nina. And so, um, we’re rapidly addressing these concerns with our customers and meeting our customers where they are. [00:09:00] Um, but it’s that real time constant connectivity. Um, and we’re frankly. We’re seeing it across the board. Um, but the operating model has to change. We have to look at more advanced, modern models, uh, for these partnership businesses to sustain in this next wave of transformation. Frankly, Vince Menzione: you know, it’s, so, you talked about values? Yes. This is, this leads into another conversation, right? When we talk about ai, we talk about, we talk about AI and the use, use cases. We skip over things like values and trust and governance. Katharine Kennedy: Oh, good segue. This is, this is my passion, please. Oh, I get so worked up about this. Good. So I, I had the privilege of, um, sitting, uh, with our SLC community a couple weeks ago, and, uh, they introduced, oh, here’s our amazing new, uh, pitch. We were just [00:10:00] speaking about it in the back actually. And, and it is, it’s amazing. And, uh, they said, do you have any feedback? And I was like, oh. And I waited and I saw everybody, every, you know, oh, we need to change this or tweak that. And I, and I waited. And then at the last moment I stood up. I was like, okay, I gotta say it. I was like, you say intelligence and trust. I, this is a small tweak, but trust has to be first, foremost, first, last, center, everything. Trust has to be everything. And, um, and I truly mean that. And I think, you know. Of all the companies I’ve worked for and I’ve worked for quite a few, um, Microsoft is the company that I believe in the most that can do the most good in society and in the global. Macroeconomic economy, a anything right in the world, in your communities. Um, and so one of the things that really struck me, and I keep coming back to with Microsoft and the, the topic of trust is how Microsoft, [00:11:00] um, was first to the table in this, in this, um, moment of ai. You know, introduction a few years ago to say, Hey, we need a set of core values and ethics and principles that we’re all gonna, we’re all gonna marshal around and I haven’t heard it as much recently, and now it’s coming back. And, uh, you know, the, the six core principles that Microsoft used is, I’m just gonna tell you right now, our fairness, reliability and safety, privacy and security, inclusivity, um, transparency and accountability. And it’s not. Just six principles that you see on a poster in the offices. These are embedded, again, back to the operating model across every single aspect of our business. So within our product, within our engineering, even just in our collaboration tools, you could be sending a teams message and you’ll get a notification, Hey, this is not aligned to the Microsoft. Core [00:12:00] values of ai. And so there are gates and governance and guardrails built into every layer of our technology stack and then across the company in our operating rhythms. And that is what gets me so excited and gets me up at, at out of bed in the morning. Um. I actually got a call from Sila. No one wants a call from Sila. Does anybody know Sila? Uh, yeah. Yes. Okay. That’s our legal, that’s our legal team. Legal affairs. Sila. Yeah. No one wants that call. Uh, I actually, I got so excited. I was like, are you calling about responsible ai? ’cause I was one of the first, um, I was one of the first to raise my hand to say. We will sign up. Was it Brad Smith calling you? Oh gosh. Oh, that would be a dream. I think he’s so, I’m, I love him. I think he’s so cool. Um, I love that you actually, sorry, side, I’m gonna take you on a side tour. Next slide. Um, my favorite thing to do is pull up the news and you’re seeing something from the Prime Minister in, you know, Germany and Brad [00:13:00] Smith’s in the foreground Yes. Of every photo. You’re just like, wow, we’re influencing at such a global. Um, base that I could just, it’s hard to wrap your head around sometimes, but, so anyways, going back, I’m gonna take us back to trust. Um, please. Vince Menzione: Well, I just think we need to apply it back to ai, right? Because it is so important. It is. It is. These agents are out there and if they’re not governed and if you don’t Yeah, yeah. Katharine Kennedy: I’m so, so, yeah, thank you. Keeping me on track. So, so why I am excited about it is, is because, um. As we’re going out into our communities, um, we’re here in the southeast and one of the biggest issues that comes up over and over again is, how do I trust that AI is not gonna learn off my data? How am I gonna trust that it’s telling me the right information? And so on and so forth. And that’s when I get to this great conversation about trust and our responsible AI pact and, um. This is, this is truly what I mean, that it can be a force [00:14:00] multiplier, but it can be a force for good. And if you don’t have those guardrails and that governance and those principles aligned across the companies. You fall down, right? You fall down with the customers, you fall down with the organizations you’re serving. And so going back to our North Star two, we align there, we align with the values and the ethics, and then we can start to really build a business together. And that’s how we were able to do it so fast. And so, um, at such scale, at such global scale, um, with. ServiceNow, but now we’re going to take a mature partner in Adobe and we’re gonna take them to the frontier in a way you haven’t seen before. So. Just a little commercial. Adobe is gonna be announcing their Adobe marketing agent. I love it as GA next month. So they are a frontier firm for us. Yes, very exciting round of applause for Adobe there. For Adobe. Yeah. And more to come. So we’ll be [00:15:00] having, uh, their firefly, uh, video models coming out on Azure and available through Marketplace as well, um, coming soon. So lots of exciting things happening. Vince Menzione: Sounds exciting. So let’s talk about those partner big wins that you’re saying. Give us some examples of those. Katharine Kennedy: Now are you talking about from a Microsoft and Adobe co-innovation perspective? Yes, from the co-innovation perspective. Okay. Yeah. Um, so from a co-innovation perspective, this is. This is a labor of love. Um, I approach it in a very disciplined manner. The way that we look at, um, these frontier firms is we’re leading with co-innovation versus leading with revenue. And it’s a, it’s, it’s a paradigm shift that takes everyone to buy in back to my earlier point, but also, um, the hardest part is. Teaching companies, um, to do things differently. Uh, so we start with [00:16:00] engineering and product. And actually before we get there, we start with customer and we sit with our customers. We understand what our customers are asking for. We’re understanding the value that they need unlocked, and typically it’s at the data data layer. And so what we’re doing is we’re seeing, okay, what are the data things? What are the data silos that need to be unlocked? And so we start to kind of build up from there, taking the customer perspective. Then we sit with engineering and product and we say, okay, what do we have on the truck today? How can we elevate this to an AI led AI first motion that meets our customers where they are in their AI journey? And delivers value and business outcomes day one versus, hey, we have to go through this laborous process. One of the other things we’re seeing is forward deployed engineers. Um, so thinking about, Hey, how do we sit with our customers and start architecting. What they need to address their business challenges today, um, because AI [00:17:00] can solve a lot of this, right? And so it’s a really interesting model shift that we’re seeing across the board within Microsoft, within our largest ISVs, and within our customer and our, um, ecosystem community with our GSIs, our sis, as well as our channel. Vince Menzione: So I know we were. You’ve had a lot. We, we had Jason up here talking about marketplace. Yes. And Jason Grey, Ja. Oh no, Jason. R Jason. R Jason. Yeah. We’ve had Jason Grey. He’s had Jason Grey. Yes. Well, we, um, you’re, you ServiceNow got called out in that last set session. I know. I was thinking about marketplace and co-selling. Yes. And then ecosystem. So I wanna like tie those three things together if that’s possible with you. Like what are you seeing from a best practice perspective. Obviously ServiceNow has been a top a top partner. We’re starting to see a lot of, well, channel D, channel [00:18:00] resellers, and the like. What are you seeing from a best practice perspective and is there yes. Central opportunities there? Katharine Kennedy: Yes, yes, yes, yes, yes, yes, yes. Okay. Three things. Um, one is AI led innovation. First and foremost, you gotta have the solution. You gotta have it. If you don’t have the solution, you don’t have something to sell. Second is a, um, AI led go to market hero motion. And what I mean by that, so in the, I’ll use ServiceNow as a, as a. Example ServiceNow. We created a, the first, uh, copilot plus, um, ServiceNow assist agent to agent go to market hero story. It landed really well with our customers and so we started to build off of that and we integrated across, um, up and down the stack. Like I mentioned, the data layer, the agent layer, and the ui. Um, and our customers were thrilled. They were like, wow. What else can we do with this? Can we unlock HR with this? Can we unlock. [00:19:00] What else can we do? Finance? Can we do finance? And so we started to see these, these moments in time where our customers were taking the technology and taking it to places we just hadn’t even thought about yet. Um, so I would say those two. And then the third would be, uh, making sure that we’re enabling the field. In a way that they know that story, they can tell that story, and then they have access to people to support that story. Um, and then wrap that in marketplace leverage micro, uh, marketplace as a scale motion. And now I know we still have opportunities to continue to improve around marketplace. Um, but we’ve come a long way and we’re seeing tremendous growth and scale out of this engine. So it’s, it’s definitely a hidden, um. I would say honestly, it’s still a hidden gem in the Microsoft. Uh. Bag, if you will. Vince Menzione: $300 billion in total.[00:20:00] Katharine Kennedy: Yeah, I seriously, yeah, but not anymore, I should say. Yes, I’ve been to Singing from the Rooftop. Yes. Vince Menzione: And you’re gonna be back this afternoon, right? Yes. A session with Ashley, so, oh, okay. I think, was it with Ash? Maybe? Oh know, maybe. I don’t know. Maybe. I’d be delighted it’ll be back the same. I’m happy to be back. I wanna make sure, I do wanna make sure, we’ll, we’ll cover some more of this there. Katharine Kennedy: And then the last thing, yeah. Shared KPIs. Yes. Shared KPIs. We gotta track it. We gotta be accountable. So get your vision aligned. Get your vision, get your organizations across all of the disciplines aligned. Yes. And then have a set of shared KPIs and owners for each of those KPIs. Yes. Right. And govern it. And govern it. Govern it, yeah. Report up to the CEO on a weekly basis, on a monthly basis, on a quarterly basis. I started reporting up to our CEO and he was like. What is she doing? He’s like, this business is going really, it’s growing fast. What is she doing? Can we do this somewhere else though? Um, it’s, you know, making sure people know the story, um, [00:21:00] and everyone’s buying in and they’re accountable. It’s, um, it’s a simple thing, but it’s powerful. Thank you for having me. Vince Menzione: Thank you so much. I really, yeah. Appreciate it. Thank you everyone. Alright, thanks. You don’t forget, ultimate Partner Live is coming soon, May 11th through the 13th in beautiful Bellevue, Washington. I hope to see you there.

AudioCodes Expands Beyond Session Border Controllers with AI-Driven Communications, Microsoft Teams Contact Center, and Intelligent Conversation Insights for the Enterprise Channel, Podcast “AudioCodes is ever-evolving,” says Sharone Ben-Levi, Vice President of Business Development at AudioCodes. “Many people know us from Session Border Controllers, but today we're delivering a much broader portfolio of solutions.” In a recent Technology Reseller News podcast interview conducted by Moshe Beauford, Ben-Levi discussed how AudioCodes has evolved from its long-standing leadership in enterprise Session Border Controllers (SBCs) to become a broader communications solutions provider serving the UCaaS, CCaaS, and collaboration markets. For years, AudioCodes has played a foundational role in enterprise voice infrastructure, connecting carriers to platforms such as Microsoft Teams, UCaaS, and contact center environments. According to Ben-Levi, the company remains a market leader in SBCs, but the company's focus has expanded significantly. Today, AudioCodes delivers a wide range of enterprise solutions including a full contact center platform for Microsoft Teams, meeting recording and analytics tools, and collaboration insights that extract actionable intelligence from business conversations. A key theme in the discussion was the increasing role of artificial intelligence across enterprise communications. Ben-Levi emphasized that AI is no longer just a buzzword but a practical capability being embedded across collaboration and contact center environments. AudioCodes' solutions now incorporate AI-driven capabilities such as meeting analysis, automated insights, and advanced content extraction from conversations. These capabilities help organizations better understand interactions, improve customer experience, and generate value from the growing volume of enterprise communications data. Ben-Levi also highlighted the importance of the partner ecosystem. For resellers, systems integrators (SIs), and global systems integrators (GSIs), the expanding AudioCodes portfolio presents new opportunities to deliver AI-enabled communications solutions that integrate voice infrastructure, collaboration platforms, and contact center technology. As enterprise communications continue to evolve toward AI-enhanced platforms, AudioCodes is positioning itself not just as a voice infrastructure provider, but as a strategic partner delivering intelligent communications solutions across the enterprise.

CoreStory is building code intelligence platforms that address the fundamental limitation of today's coding agents: their inability to navigate complex enterprise codebases. While foundation models excel at greenfield development, they fail at real-world engineering tasks in systems spanning millions of lines of code. CoreStory's context layer delivers a 44% improvement on SWE-bench, the industry's standard benchmark for measuring coding agent effectiveness on actual GitHub issues. In this episode of BUILDERS, I sat down with Anand Kulkarni, CEO of CoreStory, to explore how his team is enabling the shift to AI-native engineering and seeding the category of spec-driven development across Microsoft, GitHub, and Amazon. Topics Discussed: Building with GPT-3 API 18 months before ChatGPT went public Why even GPT-5 and Opus 4.5 struggle with enterprise codebases on SWE-bench The narrative shift required when selling AI pre- and post-ChatGPT CoreStory's 44% improvement in coding agent performance through context intelligence How "spec-driven development" got adopted by Microsoft, GitHub, and Amazon without formal analyst relations The parallel between JIRA monetizing Agile and CoreStory enabling AI-native engineering Three-channel distribution: direct enterprise, coding agent partnerships via MCP, and hyperscaler/GSI routes Why specs become the source of truth while code becomes disposable in the AI era GTM Lessons For B2B Founders: Match your narrative precision to technical depth: CoreStory deploys three distinct positioning strategies based on audience sophistication. For AI practitioners tracking benchmarks, they lead with "44% SWE-bench improvement"—a metric that immediately signals meaningful progress on the hardest problem in the space. For engineering leaders aware of AI tooling but not deep in the research, they focus on velocity gains and ROI metrics. For executives, they describe reverse-engineering codebases into machine-readable specs. The key insight: technical audiences dismiss vague value props, while non-technical audiences get lost in benchmark details. Map your positioning to how your audience measures success in their world. Seed category language through earned adoption, not manufactured consensus: Anand initially called their approach "requirements-driven development" before simplifying to "spec-driven development." Rather than pitching analysts, they used the term consistently in customer conversations, gave talks at GitHub Universe, and shipped demos showing the workflow. When customers naturally adopted the language and community leaders began using similar terminology independently, Microsoft and GitHub followed with their own implementations (like GitHub's SpecKit). The lesson: category language sticks when practitioners choose to use it because it clarifies their work, not because a vendor pushed it. Focus on customer adoption as proof of concept before seeking broader market validation. Position against emergent practices, not just incumbent products: CoreStory doesn't position against legacy code analysis tools—they position as the enabler of AI-native engineering, the discipline that will displace Agile. Anand's insight from watching JIRA's success: "People don't love JIRA. What they love is Agile as a way to move away from waterfall." CoreStory is betting that 10x velocity gains from AI-native practices will drive the same categorical shift. When you're early in a technology wave, attach to the practice change (how teams will work differently) rather than feature comparisons with existing tools. Movements create markets. Design channel strategy around customer problem awareness: CoreStory's three channels map to different stages of buyer sophistication. Direct enterprise comes from teams already deep in AI engineering who've hit the context limitation wall. Coding agent partnerships (via MCP integration with tools like Cognition and Factory) serve builders wanting better AI tooling who haven't diagnosed the context problem yet. Hyperscalers and GSIs distribute into modernization and maintenance projects where AI enablement is emerging as a requirement. Each channel serves a distinct buyer journey stage. Don't force one go-to-market motion—design multiple paths based on where different customer segments are in understanding the problem you solve. Navigate pre-legitimacy markets by hiding the breakthrough: Before ChatGPT, selling anything AI-driven faced immediate skepticism about whether it was "real" or just smoke and mirrors. Anand couldn't lead with AI without triggering disbelief. CoreStory focused on delivered outcomes—"here's what you'll be able to do"—with AI as the mechanism, not the message. Post-ChatGPT, the challenge flipped: everyone expects AI, but now the differentiation question becomes harder. If you're building on emerging technology before market consensus forms, deemphasize the technology until buyers have context to evaluate it. Once the market validates the technology category, shift to demonstrating your specific technical advantage within it. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple's ongoing AI challenges and the strategy behind its latest collaboration with Google's Gemini. They break down OpenAI's $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta's recent layoffs at Reality Labs, TSMC's strong quarterly earnings, and they share predictions for enterprise AI in 2026. The handpicked topics for this week are: Celebrating 100K Subscribers: Hosts open the special episode, celebrating 100,000 YouTube subscribers, thanking the audience and introducing the YouTube Creator Award. A montage of show highlights, including funny moments, diverse locations, shirtless episodes, and memorable guest appearances. Apple, Google, and the AI Race: Pat and Dan transition into news analysis: Apple's AI strategy, Gemini integration, CapEx, and the broader implications for device form factors AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing: Hosts discuss major AI chip deals, the future of custom vs. merchant silicon, and why heterogeneous compute architectures matter. Data Center Boom, Energy Constraints & U.S. vs. China: Exploring the exponential growth in data centers, energy supply/regulatory bottlenecks, and the U.S.-China competition on infrastructure. Meta Layoffs, Wearables, and Future of XR: Meta's Reality Labs layoffs and what it signals for the Metaverse, AI wearables, and the XR industry shift toward AI-powered augmentation. China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors: Analysis on China's restrictions on Nvidia H200 chips, sovereign innovation, and the "cat and mouse" of supply chains and government posturing. The Flip - Live Debate Custom vs. Merchant Silicon, Google, Apple: A special, in-person, rapid-fire debate segment with spicy Texas sausage and coin flips: custom silicon's rise, Google TPUs, Apple's semiconductor strategy. TSMC Earnings, AI Ecosystem, & Chip Market Trends: Macro discussion on TSMC's results, CapEx, implications for Nvidia, AMD, Apple, Intel, and the ongoing AI-led semiconductor boom. Infosys, GSIs, and the AI Implementation Curve: Hosts trade insights on Infosys' strong quarter, what it means for enterprise digital transformation, and the role of GSIs as AI reshapes services. 2026 Tech Predictions: Dan and Pat share predictions for enterprise AI, ROI, key AI milestones, and potential for AI-driven layoffs.   Be sure to subscribe to The Six Five Pod so you never miss an episode.  

Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/vEdq8rpBM3I In this data-rich keynote, Jay McBain deconstructs the tectonic shifts reshaping the $5.3 trillion global technology industry, arguing that we are entering a new 20-year cycle where traditional direct sales models are obsolete. McBain explains why 96% of the industry is now surrounded by partners and how successful companies must pivot from “flywheels and theory” to a granular strategy focused on the seven specific partners present in every deal. From the explosion of agentic AI and the $163 billion marketplace revolution to the specific mechanics of multiplier economics, this discussion provides a roadmap for navigating the “decade of the ecosystem” where influence, trust, and integration—not just product—determine winners and losers. Key Takeaways Half of today's Fortune 500 companies will likely vanish in the next 20 years due to the shift toward AI and ecosystem-led models. Every B2B deal now involves an average of seven trusted partners who influence the decision before a vendor even knows a deal exists. Microsoft has outpaced AWS growth for 26 consecutive quarters largely because of a superior partner-led geographic strategy. Marketplaces are projected to grow to $163 billion by 2030, with nearly 60% of deals involving partner funding or private offers. The “Multiplier Effect” is the new ROI, where partners can make up to $8.45 for every dollar of vendor product sold. Future dominance relies on five key pillars: Platform, Service Partnerships, Channel Partnerships, Alliances, and Go-to-Market orchestration. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Keywords: Jay McBain, Canalys, partner ecosystem, channel chief, agentic AI, marketplace growth, multiplier economics, B2B sales trends, tech industry forecast, service partnerships, strategic alliances, Microsoft vs AWS, distribution transformation, managed services growth, SaaS platforms, customer journey mapping, 28 moments of truth, future of reselling, technology spending 2025, ecosystem orchestration, partner multipliers. T Transcript: Jay McBain WORKFILE FOR TRANSCRIPT [00:00:00] Vince Menzione: Just up from, did you Puerto Rico last night? Puerto Rico, yes. Puerto Rico. He dodged the hurricane. Um, you all know him. Uh, let him introduce himself for those of you who don’t, but just thrilled to have on the stage, again, somebody who knows more about what’s going on in, in the, and has the pulse on this industry probably than just about anybody I know personally. [00:00:21] Vince Menzione: J Jay McBain. Jay, great to see you my friend. Alright, thank you. We have to come all the way. We live, we live uh, about 20 minutes from each other. We have to come all the way to Reston, Virginia to see each other, right? That’s right. Very good. Well, uh, that’s all over to you, sir. Thank you. [00:00:35] Jay McBain: Alright, well thank you so much. [00:00:36] Jay McBain: I went from 85 degrees yesterday to 45 today, but I was able to dodge that, uh, that hurricane, uh, that we kind of had to fly through the northern edge of, uh, wanna talk today about our industry, about the ultimate partner. I’m gonna try to frame up the ultimate partner as I walk through the data and the latest research that, uh, that we’ve been doing in the market. [00:00:56] Jay McBain: But I wanted to start here ’cause our industry moves in 20 year cycles, and if you look at the Fortune 500 and dial back 20 years from today, 52% of them no longer exist. As we step into the next 20 year AI era, half of the companies that we know and love today are not gonna exist. So we look at this, and by the way, if you’re not in the Fortune 500 and you don’t have deep pockets to buy your way outta problems, 71% of tech companies fail over the course of 10 years. [00:01:30] Jay McBain: Those are statistics from the US government. So I start to look at our industry and you know, you may look at the, you know, mainframe era from the sixties and seventies, mini computers, August the 12th, 1981, that first IBM, PC with Microsoft dos, version one, you know, triggered. A new 20 year era of client server. [00:01:51] Jay McBain: It was the time and I worked at IBM for 17 years, but there was a time where Bill Gates flew into Boca Raton, Florida and met with the IBM team and did that, you know, fancy licensing agreement. But after, you know, 20 years of being the most valuable company in the world and 13 years of antitrust and getting broken up, almost like at and TIBM almost didn’t make payroll. [00:02:14] Jay McBain: 13 years after meeting Bill Gates. Yeah, that’s how quickly things change in these eras. In 1999, a small company outta San Francisco called salesforce.com got its start. About 10 years later, Jeff Bezos asked a question in a boardroom, could we rent out our excess capacity and would other companies buy it? [00:02:35] Jay McBain: Which, you know, most people in the room laughed at ’em at the time. But it created a 20 year cloud era when our friends, our neighbors, our family. Saw Chachi PT for the first time in March of 2023. They saw the deep fakes, they saw the poetry, they saw the music. They came to us as tech people and said, did we just light up Skynet? [00:02:58] Jay McBain: And that consumer trend has triggered this next 20 years. I could walk through the richest people in the world through those trends. I could walk through the most valuable companies. It all aligns. ’cause by the way, Apple’s no longer at the top. Nvidia is at the top, Microsoft. Second, things change really quickly. [00:03:17] Jay McBain: So in that course of time, you start to look at our industry and as people are talking about a six and a half or $7 trillion build out of ai, that’s open AI and Microsoft numbers, that is bigger than our industry that’s taken over 50 years to build. This year, we’re gonna finish the year at $5.3 trillion. [00:03:36] Jay McBain: That’s from the smallest flower shop to the biggest bank. Biggest governments that Caresoft would, uh, serve biggest customer in the world is actually the federal government of the us. But you look at this pie chart and you look at the changes that we’re gonna go through over the next 20 years, there’s about a trillion dollars in hardware. [00:03:54] Jay McBain: There’s about a trillion dollars in software. If you look forward through all of the merging trends, quantum computing, humanoid robots, all the things that are coming that dollar to dollar software to hardware will continue to exist all the way through. We see services making up almost two thirds of this pie. [00:04:13] Jay McBain: Yesterday I was in a telco conference with at and t and Verizon and T-Mobile and some of the biggest wireless players and IT services, which happen to be growing faster than products. At the moment, there is more work to be done wrapping around the deal than the actual products that the customer is buying. [00:04:32] Jay McBain: So in an industry that’s growing at 7%. On top of the world economy that’s grown at 2.2. This is the fastest growing industry, and it will be at least for the next 10 years, if not 2070 0.1% of this entire $5 trillion gets transacted through partners. While what we’re talking to today about the ultimate partner, 96% of this industry is surrounded by partners in one way or another. [00:05:01] Jay McBain: They’re there before the deal. They’re there at the deal. They’re there after the deal. Two thirds of our industry is now subscription consumption based. So every 30 days forever, and a customer for life becomes everything. So if every deal in medium, mid-market, and higher has seven partners, according to McKinsey, who are those seven people trying to get into the deal? [00:05:25] Jay McBain: While there’s millions of companies that have come into tech over the last 10 to 20 years. Digital agencies, accountants, legal firms, everybody’s come in. The 250,000 SaaS companies, a million emerging tech companies, there’s a big fight to be one of those seven trusted people at the table. So millions of companies and tens of millions of people our competing for these slots. [00:05:49] Jay McBain: So one of the pieces of research I’m most proud of, uh, in my analyst career is this. And this took over two years to build. It’s a lot of logos. Not this PowerPoint slide, but the actual data. Thousands of people hours. Because guess what? When you look at partners from the top down, the top 1000 partners, by capability and capacity, not by resale. [00:06:15] Jay McBain: It’s not a ranking of CDW and insight and resale numbers. It is the surrounding. Consulting, design, architecture, implementations, integrations, managed services, all the pieces that’s gonna make the next 20 years run. So when you start to look at this, 98% of these companies are private, so very difficult to get to those numbers and, uh, a ton of research and help from AI and other things to get this. [00:06:41] Jay McBain: But this is it. And if you look at this list, there’s a thousand logos out of the million companies. There’s a thousand logos that drive two thirds of all tech services in the world. $1.07 trillion gets delivered by a thousand companies, but here’s where it gets fun. Those companies in the middle, in blue, the 30 of them deliver more tech services than the next 970. [00:07:08] Jay McBain: Combined the 970 combined in white deliver more tech services. Then the next million combined. So if you think we live in an 80 20 rule or maybe a 99, a 95 5 rule, or a 99 1 rule, we actually live in a 99.9 0.1 parallel principle. These companies spread around the world evenly split across the uh, different regions. [00:07:35] Jay McBain: South Africa, Latin America, they’re all over. They split. They split among types. All of the Venn diagram I just showed from GSIs to VARs to MSPs, to agencies and other types of companies. But this is a really rich list and it’s public. So every company in the world now, if you’re looking at Transactable data, if you’re looking at quantifiable data that you can go put your revenue numbers against, it represents 70 to 80% of every company in this room’s Tam. [00:08:08] Jay McBain: In one piece of research. So what do you do below that? How do you cover a million companies that you can’t afford to put a channel account manager? You can’t afford to write programs directly for well after the top down analysis and all the wallet share and you know exactly where the lowest hanging fruit is for most of your tam. [00:08:28] Jay McBain: The available markets. The obtainable markets. You gotta start from the community level grassroots up. So you need to ask the question for the million companies and the maybe a hundred thousand companies out there, partner companies that are surrounding your customer. These are the seven partners that surround your customer. [00:08:48] Jay McBain: What do they read, where do they go, and who do they follow? Interestingly enough, our industry globally equates to only a thousand watering holes, a thousand companies at the top, a thousand places at the bottom. 35% of this audience we’re talking. Millions of people here love events and there’s 352 of them like this one that they love to go to. [00:09:13] Jay McBain: They love the hallway chats, they love the hotel lobby bar, you know, in a time reminded by the pandemic. They love to be in person. It’s the number one way they’re influenced. So if you don’t have a solid event strategy and you don’t have a community team out giving out socks every week, your competitors might beat you. [00:09:31] Jay McBain: 12% of this audience loves podcasts. It’s the Joe Rogan effect of our industry. And while you know, you may not think the 121 podcasts out there are important, well, you’re missing 12% of your audience. It’s over a million people. If you’re not on a weekly podcast in one of these podcasts in the world, there’s still people that read one of the 106 magazines in the world. [00:09:55] Jay McBain: There are people that love peer groups, associations, they wanna be part of this. There’s 15 different ways people are influenced. And a solid grassroots strategy is how you make this happen. In the last 10 years, we’ve created a number of billionaires. Bottom up. They never had to go talk to la large enterprise. [00:10:15] Jay McBain: They never had to go build out a mid-market strategy. They just went and give away socks and new community marketing. And this has created, I could rip through a bunch of names that became unicorns just in the last couple of years, bottoms up. You go back to your board walking into next year, top down, bottom up. [00:10:34] Jay McBain: You’ve covered a hundred percent of your tam, and now you’ve covered it with names, faces, and places. You haven’t covered it with a flywheel or a theory. And for 44 years, we have gone to our board every fourth quarter with flywheels and theory. Trust me, partners are important. The channel is key to us. [00:10:57] Jay McBain: Well, let’s talk at the point of this granularity, and now we’re getting supported by technology 261 entrepreneurs. Many of them in the room actually here that are driving this ability to succeed with seven partners in every deal to exchange data to be able to exchange telemetry of these prospects to be able to see twice or three times in terms of pipeline of your target addressable market. [00:11:26] Jay McBain: All these ai, um, technologies, agentic technologies are coming into this. It’s all about data. It’s all about quantifiable names, faces, and places. Now none of us should be walking around with flywheels, so let’s flip the flywheels. No. Uh, so we also look at, and I sold PCs for 17 years and that was in the high times of 40% margins for partners. [00:11:55] Jay McBain: But one interesting thing when you study the p and l for broad base of partners around the world, it’s changed pretty significantly in this last 20 year era. What the cloud era did is dropped hardware from what used to be 84% plus the break fix and things that wrap around it of the p and l to now 16% of every partner in the world. [00:12:16] Jay McBain: 84% of their p and l is now software and services. And if you look at profitability, it’s worse. It’s actually 87% is profitability wise. They’ve completely shifted in terms of where they go. Now we look at other parts of our market. I could go through every part of the pie of the slide, but we’re watching each of the companies, and if you can see here, this is what we want to talk about in terms of ultimate partner. [00:12:43] Jay McBain: Microsoft has outgrown AWS for 26 straight quarters. They don’t have a better product. They don’t have a better price, they don’t have better promotion. It’s all place. And I’ll explain why you guess here in the light green line. Exactly. The day that Google went a hundred percent all in partner, every deal, even if a deal didn’t have a partner, one of the 4% of deals that didn’t have a partner, they injected a partner. [00:13:09] Jay McBain: You can see on the left side exactly where they did it. They got to the point of a hundred percent partner driven. Rebuilt their programs, rebuilt their marketplace. Their marketplace is actually larger than Microsoft’s, and they grew faster than Microsoft. A couple of those quarters. It is a partner driven future, and now I have Oracle, which I just walked by as I walked from the hotel. [00:13:31] Jay McBain: Oracle with their RPOs will start to join. Maybe the list of three hyperscalers becomes the list of four in future slides, but that’s a growth slide. Market share is different. AWS early and commanding lead. And it plays out, uh, plays out this way. But we’re at an interesting moment and I stood up six years ago talking about the decade of the ecosystem after we went through a decade of sales starting in 1999 when we all thought we were born to be salespeople. [00:14:02] Jay McBain: We managed territories with our gut. The sales tech stack would have it different, that sales was a science, and we ended the decade 2009, looking at sales very differently in 2009. I remember being at cocktail parties where CMOs would be joking around that 50% of their marketing dollars were wasted. They just didn’t know which 50%. [00:14:23] Jay McBain: And I’ll tell you, that was really funny. In 2009 till every 58-year-old CMO got replaced by a 38-year-old growth hacker who walked in with 15,348 SaaS companies in their MarTech and ad tech stack to solve the problem, every nickel of marketing by 2019 was tracked. Marketo, Eloqua, Pardot, HubSpot, driving this industry. [00:14:50] Jay McBain: Now, we stood up and said the 28 moments that come before a sale are pretty much all partner driven. In the best case scenario, a vendor might see four of the moments. They might come to your website, maybe they read an ebook, maybe they have a salesperson or a demo that comes in. That’s four outta 28 moments. [00:15:10] Jay McBain: The other 24 are done by partners. Yeah, in the worst case scenario and the majority scenario, you don’t see any of the moments. All 28 happen and you lose a deal without knowing there ever was a deal. So this is it. We need to partner in these moments and we need to inject partners into sales and marketing, like no time before, and this was the time to do it. [00:15:33] Jay McBain: And we got some feedback in the Salesforce state of sales report, which doesn’t involve any partnerships or, or. Channel Chiefs or anything else. This is 5,500 of the biggest CROs in the world that obviously use Salesforce. 89% of salespeople today use partners every day. For the 11% who don’t, 58% plan two within a year. [00:15:57] Jay McBain: If you add those two numbers together, that’s magically the 96% number. They recognize that every deal has partners in it. In 2024, last year, half of the salespeople in the world, every industry, every country. Miss their numbers. For the minority who made their numbers, 84 point percent pointed to partners as the reason why they made their numbers. [00:16:21] Jay McBain: It was the cheat code for sales, so that modern salesperson that knows how to orchestrate a deal, orchestrate the 28 moments with the seven partners and get to that final spot is the winning formula. HubSpot’s number in separate research was 84% in marketing. So we’re starting to see partners in here. We don’t have to shout from the mountaintops. [00:16:44] Jay McBain: These communities like ultimate Partner are working and we’re getting this to the highest levels in the board. And I’ll say that, you know, when 20 years from now half of the companies we know and love fail after we’re done writing the book and blaming the CEO for inventing the thing that ended up killing them, blaming the board for fiduciary responsibility and letting it happen. [00:17:06] Jay McBain: What are the other chapters of the book? And I think it’s all in one slide. We are in this platform economy and the. [00:17:31] Jay McBain: So your battery’s fine. Check, check, check, check. Alright, I’ll, I’ll just hold this in case, but the companies that execute on all five of these areas, well. Not only today become the trillion dollar valued companies, but they become the companies of tomorrow. These will be the fastest growing companies at every level. [00:17:50] Jay McBain: Not only running a platform business, but participating in other platforms. So this is how it breaks out, and there are people at very senior levels, at very big companies that have this now posted in the office of the CEO winning on integrations is everything. We just went through a demographic shift this year where 51% of our buyers are born after 1982. [00:18:15] Jay McBain: Millennials are the number one buyer of the $5 trillion. Their number one buying criteria is not service. Support your price, your brand reputation, it’s integrations. The buy a product, 80% is good as the next one if it works better in their environment. 79% of us won’t buy a car unless it has CarPlay or Android Auto. [00:18:34] Jay McBain: This is an integration world. The company with the most integrations win. Second, there are seven partners that surround the customer. Highly trusted partners. We’re talking, coaching the customer’s, kids soccer team, having a cottage together up at the lake. You know, best men, bate of honors at weddings type of relationships. [00:18:57] Jay McBain: You can’t maybe have all seven, but how does Microsoft beat AWS? They might have had two, three, or four of them saying nice things about them instead of the competition. Winning in service partnerships and channel partnerships changes by category. If you’re selling MarTech, only 10% of it today is resold, so you build more on service partnerships. [00:19:18] Jay McBain: If you’re in cybersecurity today, 91.6% of it is resold. Transacted through partners. So you build a lot of channel partnerships, plus the service partnerships, whatever the mix is in your category, you have to have two or three of those seven people. Saying nice things about you at every stage of the customer journey. [00:19:38] Jay McBain: Now move over to alliances. We have already built the platforms at the hyperscale level. We’ve built the platforms within SaaS, Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot. Every buyer has a set of platforms that they buy. We’ve now built them in cybersecurity this year out of 6,500 as high as cyber companies, the top five are starting to separate. [00:20:02] Jay McBain: We built it in distribution, which I’ll show in a minute. We’re building it in Telco. This is a platform economy and alliances win and you have alliances with your competitors ’cause you compete in the morning, but you’re best friends by the afternoon. Winning in other platforms is just as important as driving your own. [00:20:20] Jay McBain: And probably the most important part of this is go to market. That sales, that marketing, the 28 moments, the every 30 days forever become all a partner strategy. So there’s still CEOs out there that believe platform is a UI or UX on a bunch of disparate products and things you’ve acquired. There’s still CFOs out there that Think platform is a pricing model, a bundle model of just getting everything under one, you know, subscription price or consumption price. [00:20:51] Jay McBain: And it’s not, platforms are synonymous with partnerships. This is the way forward and there’s no conversation around ai. That doesn’t involve Nvidia over there, an open AI over here and a hyperscaler over there and a SaaS company over here. The seven layer stack wins every single time, and the companies that get this will be the ones that survive this cycle. [00:21:16] Jay McBain: Now, flipping over to marketplaces. So we had written research that, um, about five years ago that marketplaces were going to grow at 82% compounded. Yeah, probably one of the most accurate predictions we ever made, because it happened, we, we predicted that, uh, we were gonna get up to about $85 billion. Well, now we’ve extended that to 2030, so we’re gonna get up to $163 billion, and the thing that we’re watching is in green. [00:21:46] Jay McBain: If 96% of these deals are partner assisted in some way, how is the economics of partnering going to work? We predicted that 50% of deals by 2027. Would be partner funded in some way. Private offers multi-partner offers distributor sellers of record, and now that extends to 59% by 2030, the most senior leader of the biggest marketplace AWS, just said to us they’re gonna probably make these numbers on their own. [00:22:14] Jay McBain: And he asked what their two competitors are doing. So he’s telling us that we under called this. Now when you look at each of the press releases, and this is the AWS Billion Dollar Club. Every one of the companies on the left have issued a press release that they’re in the billion dollar club. Some of them are in the multi-billions, but I want you to double click on this press release. [00:22:35] Jay McBain: I’m quoted in here somewhere, but as CrowdStrike is building the marketplace at 91% compounded, they’re almost doubling their revenue every single year. They’re growing the partner funding, in this case, distributor funding by 3548%. Almost triple digit growth in marketplace is translating into almost quadruple digit growth in funding. [00:23:01] Jay McBain: And you see that over and over again as, as Splunk hit three, uh, billion dollars. The same. Salesforce hit $2 billion on AWS in Ulti, 18 months. They joined in October 20, 23, and 18 months later, they’re already at $2 billion. But now you’re seeing at Salesforce, which by the way. Grew up to $40 billion in revenue direct, almost not a nickel in resell. [00:23:28] Jay McBain: Made it really difficult for VARs and managed service providers to work with Salesforce because they couldn’t understand how to add services to something they didn’t book the revenue for. While $40 billion companies now seeing 70% of their deals come through partners. So this is just the world that we’re in. [00:23:44] Jay McBain: It doesn’t matter who you are and what industry you’re in, this takes place. But now we’re starting to see for the first time. Partners join the billion dollar club. So you wonder about partnering and all this funding and everything that’s working through Now you’re seeing press releases and companies that are redoing their LinkedIn branding about joining this illustrious club without a product to sell and all the services that wrap around it. [00:24:10] Jay McBain: So the opening session on Microsoft was interesting because there’s been a number of changes that Microsoft has done just in the last 30 days. One is they cut distribution by two thirds going from 180 distributors to 62. They cut out any small partner lower than a thousand dollars, and that doesn’t sound like a lot, but that’s over a hundred thousand partners that get deed tightening the long tail. [00:24:38] Jay McBain: They we’re the first to really put a global point system in place three years ago. They went to the new commerce experience. If you remember, all kinds of changes being led by. The biggest company for the channel. And so when we’re studying marketplaces, we’re not just studying the three hyperscalers, we’re studying what TD Cynic is doing with Stream One Ingram’s doing with Advant Advantage Aerosphere. [00:25:01] Jay McBain: Also, we’re watching what PAX eight, who by the way, is the 365 bestseller for Microsoft in the world. They are the cybersecurity leader for Microsoft in the world and the copilot. Leader in the world for Microsoft and Partner of the Year for Microsoft. So we’re watching what the cloud platforms are doing, watching what the Telco are doing, which is 25 cents out of every dollar, if you remember that pie chart, watching what the biggest resellers are converting themselves into. [00:25:30] Jay McBain: Vince just mentioned, you know, SHI in the changes there watching the managed services market and the leaders there, what they’re doing in terms of how this industry’s moving forward. By the way, managed services at $608 billion this year. Is one and a half times larger than the SaaS industry overall. [00:25:48] Jay McBain: It’s also one and a half times larger than all the hyperscalers combined. Oracle, Alibaba, IBM, all the way down. This is a massive market and it makes up 15 to 20 cents of every dollar the customer spend. We’re watching that industry hit a trillion dollars by the end of the decade, and we’re watching 150 different marketplace development platforms, the distribution of our industry, which today is 70.1% indirect. [00:26:13] Jay McBain: We’re starting to see that number, uh, solidify in terms of marketplaces as well. Watching distributors go from that linear warehouse in a bank to this orchestration model, watching some of the biggest players as the world comes around, platforms, it tightens around the place. So Caresoft, uh, from from here is the sixth biggest distributor in the world. [00:26:40] Jay McBain: Just shows you how big the. You know, biggest client in the world is that they serve. But understand that we’re publishing the distributor 500 list, but it’ll be the same thing. That little group in blue in the middle today, you know, drives almost two thirds of the market. So what happens in all this next stage in terms of where the dollars change hands. [00:27:07] Jay McBain: And the economics of partnering themselves are going through the most radical shift that we’ve seen ever. So back to the nineties, and, and for those of you that have been channel chiefs and running programs, we went to work every day. You know, everything’s on fire. We’re trying to check hundred boxes, trying to make our program 10% better than our competitors. [00:27:30] Jay McBain: Hey, we gotta fix our deal registration program today, and our incentives are outta whack or training programs or. You know, not where they need to be. Our certification, you know, this was the life of, uh, of a channel chief. Everybody thought we were just out drinking in the Caribbean with our best partners, but we were under the weight of this. [00:27:49] Jay McBain: But something interesting has happened is that we turned around and put the customer at the middle of our programs to say that those 28 moments in green before the sale are really, really important. And the seven partners who participate are really important. Understanding. The customer’s gonna buy a seven layer stack. [00:28:09] Jay McBain: They’re gonna buy it With these seven partners, the procurement stage is much different. The growth of marketplaces, the growth of direct in some of these areas, and then long term every 30 days forever in a managed service, implementations, integrations, how you upsell, cross-sell, enrich a deal changes. So how would you build a program that’s wrapped around the customer instead of the vendor? [00:28:35] Jay McBain: And we’re starting to hear our partners shout back to us. These are global surveys, big numbers, but over half of our partners, regardless of type, are selling consulting to their customer. Over half are designing architecting deals. A third of them are trying to be system integrators showing up at those implementation integration moments. [00:28:55] Jay McBain: Two thirds of them are doing managed services, but the shocking one here is 44% of our partners, regardless of type, are coding. They’re building agents and they’re out helping their customer at that level. So this is the modern partner that says, don’t typecast me. You may have thought of me in your program. [00:29:14] Jay McBain: You might have me slotted as a var. Well, I do 3.2 things, and if I don’t get access to those resources, if you don’t walk me to that room, I’m not gonna do them with you. You may have me as a managed service provider that’s only in the morning. By the afternoon I’m coding, and by the next morning I’m implementing and consulting. [00:29:33] Jay McBain: So again, a partner’s not a partner. That Venn diagram is a very loose one now, as every partner on there is doing 3.2 different business models. And again, they’re telling us for 43 years, they said, I want more leads this year it changed. For the first time, I want to be recognized and incentivized as more than just a cash register for you. [00:29:57] Jay McBain: I want you to recognize when I’m consulting, when I’m designing, when you’re winning deals, because of my wonderful services, by the way, we asked the follow up question, well, where should we spend our money with you? And they overwhelmingly say, in the consulting stage, you win and lose deals. Not at moment 28. [00:30:18] Jay McBain: We’re not buying a pack of gum at the gas station. This is a considered purchase. You win deals from moment 12 through 16 and I’m gonna show you a picture of that later, and they say, you better be spending your money there, or you’re not gonna win your fair share or more than your fair share of deals. [00:30:36] Jay McBain: The shocking thing about this is that Microsoft, when they went to the point system, lifted two thirds of all the money, tens of billions of dollars, and put it post-sale, and we were all scratching our heads going. Well, if the partners are asking for it there, and it seems like to beat your biggest competitors, you want to win there. [00:30:54] Jay McBain: Why would you spend the money on renewal? Well, they went to Wall Street and Goldman Sachs and the people who lift trillions of dollars of pension funds and said, if we renew deals at 108%, we become a cash machine for you. And we think that’s more valuable than a company coming out with a new cell phone in September and selling a lot of them by Christmas every year. [00:31:18] Jay McBain: The industry. And by the way, wall Street responded, Microsoft has been more valuable than Apple since. So we talk in this now multiplier language, and these are reports that we write, uh, at AMIA at canals. But talking about the partner opportunity in that customer cycle, the $6 and 40 cents you can make for every dollar of consumption, or the $7 and 5 cents you can make the $8 and 45 cents you can make. [00:31:46] Jay McBain: There’s over 24 companies speaking at this level now, and guess what? It’s not just cloud or software companies. Hardware companies are starting to speak in this language, and on January 25th, Cisco, you know, probably second to Microsoft in terms of trust built with the channel globally is moving to a full point system. [00:32:09] Jay McBain: So these are the changes that happen fast. But your QBR with your partners now less about drinking beers at the hotel lobby bar and talking dollar by dollar where these opportunities are. So if you’re doing 3.2 of these things, let’s build out a, uh, a play where you can make $3 for every dollar that we make. [00:32:28] Jay McBain: And you make that profitably. You make it in sticky, highly retained business, and that’s the model. ’cause if you make $3 for every dollar. We make, you’re gonna win Partner of the year, and if you win partner of the year, that piece of glass that you win on stage, by the time you get back to your table, you’re gonna have three offers to buy your business. [00:32:51] Jay McBain: CDW just bought a w. S’s Partner of the Year. Insight bought Google’s eight time partner of the year. Presidio bought ServiceNow’s, partner of the year over and over and over again. So I’m at Octane, I’m at CrowdStrike, I’m at all these events in Vegas every week. I’m watching these partners of the year. [00:33:05] Jay McBain: And I’m watching as the big resellers. I’m watching as the GSIs and the m and a folks are surrounding their table after, and they’re selling their businesses for SaaS level valuations. Not the one-to-one service valuation. They’re getting multiples because this is the new future of our industry. This is platform economics. [00:33:25] Jay McBain: This is winning and platforms for partners. Now, like Vince, I spent 20 minutes without talking about ai, but we have to talk about ai. So the next 20 years as it plays out is gonna play out in phases. And the first thing you know to get it out of the way. The first two years since that March of 23, has been underwhelming, to say the least. [00:33:47] Jay McBain: It’s been disappointing. All the companies that should have won the biggest in AI have been the most disappointing. It’s underperformed the s and p by a considerable amount in terms of where we are. And it goes back to this. We always overestimate the first two years, but we underestimate the first 10. [00:34:07] Jay McBain: If you wanna be the point in time person and go look at that 1983 PC or the 1995 internet or that 2007 iPhone or that whatever point in time you wanna look at, or if you want to talk about hallucinations or where chat chip ET version five is version, as opposed to where it’s going to be as it improves every six months here on in. [00:34:30] Jay McBain: But the fact of the matter is, it’s been a consumer trend. Nvidia got to be the most valuable company in the world. OpenAI was the first company to 2 billion users, uh, in that amount of speed. It’s the fastest growing product ever in history, and it’s been a consumer win this trillions of dollars to get it thrown around in the press releases. [00:34:49] Jay McBain: They’re going out every day, you know, open ai, signing up somebody new or Nvidia, investing in somebody new almost every single day in hundreds of billions of dollars. It is all happening really on the consumer side. So we got a little bit worried and said, is that 96% of surround gonna work in ag agentic ai? [00:35:10] Jay McBain: So we went and asked, and the good news is 88% of end customers are using partners to work through their ag agentic strategy. Even though they’re moving slow, they’re actually using partners. But what’s interesting from a partner perspective, and this is new research that out till 2030. This is the number one services opportunity in the entire tech or telco industry. [00:35:34] Jay McBain: 35.3% compounded growth ending at $267 billion in services. Companies are rebuilding themselves, building out practices, and getting on this train and figuring out which vendors they should hook their caboose to as those trains leave the station. But it kind of plays out like this. So in the next three to five years, we’re in this generative, moving into agentic phase. [00:36:01] Jay McBain: Every partner thinks internally first, the sales and marketing. They’re thinking about their invoicing and billing. They’re thinking about their service tickets. They’re thinking about creating a business that’s 10% better than their competitors, taking that knowledge into their customers and drive in business. [00:36:17] Jay McBain: But we understand that ag agentic AI, as it’s going to play out is not a product. A couple of years ago, we thought maybe a copilot or an agent force or something was going to be the product that everybody needed to buy, and it’s not a product, it’s gonna show up as a feature. So you go back in the history of feature ads and it’s gonna show up in software. [00:36:38] Jay McBain: So if you’re calling in SMB, maybe you’re calling on a restaurant. The restaurant isn’t gonna call OpenAI or call Microsoft or call Nvidia directly. They’re running their restaurant. And they may have chosen a platform like Toast Square, Clover, whatever iPads people are running around with, runs on a platform that does everything in their business, does staffing, does food ordering, works with Uber Eats, does everything end to end? [00:37:08] Jay McBain: They’re gonna wait to one of those platforms, dries out agent AI for them, and can run the restaurant more effectively, less human capital and more consistently, but they wait for the SaaS platform as you get larger. A hundred, 150 people. You have vice presidents. Each of those vice presidents already have a SaaS stack. [00:37:28] Jay McBain: I talked about Salesforce, ServiceNow, Workday, et cetera. They’ve already built that seven layer model and in some cases it’s 70 layers. But the fact is, is they’re gonna wait for those SaaS layers to deliver ag agentic to them. So this is how it’s gonna play out for the next three and a half, three to five years. [00:37:45] Jay McBain: And partners are realizing that many of them were slow to pick up SaaS ’cause they didn’t resell it. Well now to win in this next three to half, three to five years, you’re gonna have to play in this environment. When you start looking out from here, the next generation, you know, kind of five through 15 years gets interesting in more of a physical sense. [00:38:06] Jay McBain: Where I was yesterday talking about every IOT device that now is internet access, starts to get access to large language models. Every little sensor, every camera, everything that’s out there starts to get smart. But there’s a point. The first trillionaire, I believe, will be created here. Elon’s already halfway there. [00:38:24] Jay McBain: Um, but when Bill Gates thought there was gonna be a PC in every home, and IBM thought they were gonna sell 10,000 to hobbyists, that created the richest person in the world for 20 years, there will be a humanoid in every home. There’s gonna be a point in time that you’re out having drinks with your friends, and somebody’s gonna say, the early adopter of your friends is gonna say. [00:38:46] Jay McBain: I haven’t done the dishes in six weeks. I haven’t done the laundry. I haven’t made my bed. I haven’t mowed the lawn. When they say that, you’re gonna say, well, how? And they’re gonna say, well, this year I didn’t buy a new car, but I went to the car dealership and I bought this. So we’re very close to the dexterity needed. [00:39:05] Jay McBain: We’ve got the large language models. Now. The chat, GPT version 10 by then is going to make an insane, and every house is gonna have one of the. [00:39:17] Jay McBain: This is the promise of ai. It’s not humanoid robots, it’s not agents. It’s this. 99% of the world’s business data has not been trained or tuned into models yet. Again, this is the slow moving business. If you want to think about the 99% of business data, every flight we’ve all taken in this room sits on a saber system that was put in place in 1964. [00:39:43] Jay McBain: Every banking transaction, we’ve all made, every withdrawal, every deposit sits on an IBM mainframe put in place in the sixties or seventies. 83% of this data sits in cold storage at the edge. It’s not ready to be moved. It’s not cleansed, it’s not, um, indexed. It’s not in any format or sitting on any infrastructure that a large language model will be able to gobble up the data. [00:40:10] Jay McBain: None of the workflows, none of the programming on top of that data is yet ready. So this is your 10 to 20 year arc of this era that chat bot today when they cancel your flight is cute. It’s empathetic, it feels bad for you, or at least it seems to, but it can’t do anything. It can’t book you the Marriott and get you an Uber and then a 5:00 AM flight the next morning. [00:40:34] Jay McBain: It can’t do any of that. But more importantly, it doesn’t know who you are. I’ve got 53 years of flights under my belt and they, I’m the person that get me within six hours of my kids and get me a one-way Hertz rental. You know, if there’s bad weather in Miami, get me to Tampa, get me a Hertz, I’m driving home, I’m gonna make it home. [00:40:56] Jay McBain: I’m not the 5:00 AM get me a hotel person. They would know that if they picked up the flights that I’ve taken in the past. Each of us are different. When you get access to the business data and you become ag agentic, everything changes. Every industry changes because of this around the customers. When you ask about this 35% growth, working on that data, working in traditional consulting and design and implementation, working in the $7 trillion of infrastructure, storage, compute, networking, that’s gonna be around, this is a massive opportunity. [00:41:30] Jay McBain: Services are gonna continue to outgrow products. Probably for the next five to 10 years because of this, and I’m gonna finish here. So we talked a lot about quantifying names, faces, places, and I think where we failed the most as ultimate partners is underneath the tam, which every one of our CEOs knows to the decimal point underneath the TAM that our board thinks they’re chasing. [00:41:59] Jay McBain: We’ve done a very poor job. Of talking about the available markets and obtainable markets underneath it, we, we’ve shown them theory. We’ve shown them a bunch of, you know, really smart stuff, and PowerPoint slides up the wazoo, but we’ve never quantified it for them. If they wanna win, if they want to get access, if they want to double their pipeline, triple their pipeline, if they wanna start winning more deals, if they wanna win deals that are three times larger, they close two times faster. [00:42:31] Jay McBain: And they renew 15% larger. They have to get into the available and obtainable markets. So just in the last couple weeks I spoke at Cribble, I spoke at Octane, I spoke at CrowdStrike Falcon. All three of those companies at the CEO level, main stage use those exact three numbers, three x, two x, 15%. That’s the language of platforms, and they’re investing millions and millions and millions of dollars on teams. [00:42:59] Jay McBain: To go build out the Sam Andal in name spaces and places. So you’ve heard me talk about these 28 moments a lot. They’re the ones that you spend when you buy a car. Some people spend one moment and they drive to the Cadillac dealership. ’cause Larry’s been, you know, taking care of the family for 50 years. [00:43:18] Jay McBain: Some people spend 50 moments like I do, watching every YouTube video and every, you know, thing on the internet. I clear the internet cover to cover. But the fact is, is every deal averages around these 28 moments. Your customer, there’s 13 members of the buying committee today. There’s seven partners and they’re buying seven things. [00:43:37] Jay McBain: There’s 27 things orchestrating inside these 28 moments. And where and how they all take place is a story of partnering. So a couple of years ago, canals. Latin for channel was acquired by amia, which is a part of Informa Tech Target, which is majority owned by Informa. All that being said, there’s hundreds of magazines that we have. [00:44:00] Jay McBain: There’s hundreds of events that we run. If somebody’s buying cybersecurity, they probably went to Black Hat or they probably went to GI Tech. One of these events we run, or one of the magazines. So we pick up these signals, these buyer intent signals as a company. Why did they wanna, um, buy a, uh, a Canals, which was a, you know, a small analyst firm around channels? [00:44:22] Jay McBain: They understood this as well. The 28 moments look a lot like this when marketers and salespeople are busy filling in the spots of every deal. And by the way, this is a real deal. AstraZeneca came in to spend millions of dollars on ASAP transformation, and you can start to see as the customer got smart. [00:44:45] Jay McBain: The eBooks, they read the podcasts, they listened to the events they went to. You start to see how this played out over the long term. But the thing we’ve never had in our industry is the light blue boxes. This deal was won and lost in December. In this particular case, NTT software won and Yash came in and sold the customer five projects. [00:45:07] Jay McBain: The millions of dollars that were going to be spent were solved here. The design and architecture work was all done here. A couple of ISVs You see in light blue came in right at the end, deal was closed in April. You see the six month cycle. But what if you could fill in every one of the 28 boxes in every single customer prospect that your sales and marketing team have? [00:45:30] Jay McBain: But here’s the brilliance of this. Those light blue boxes didn’t win the deals there. They won the deals months before that. So when NTT and Software one walked into this deal. They probably won the deal back in October and they had to go through the redlining. They had to go through the contracting, they had to go through all the stuff and the Gantt chart to get started. [00:45:54] Jay McBain: But while your CMO is getting all excited about somebody reading an ebook and triggering an MQL that the sales team doesn’t want, ’cause it’s not qualified, it’s not sales qualified, you walk in and say, no, no. This is a multimillion deal, dollar deal. It’s AstraZeneca. I know the five partners that are coming in in December to solidify the seven layers, and you’re walking in at the same time as the CMOs bragging about an ebook. [00:46:21] Jay McBain: This changes everything. If we could get to this level of data about every dollar of our tam, we not only outgrow our competitors, we become the platforms of the next generation. Partnering and ultimate partnering is all here. And this is what we’re doing in this room. This is what we’re doing over these couple of days, and this is what, uh, the mission that Vince is leading. [00:46:43] Jay McBain: Thank you so much. [00:46:47] Vince Menzione: Woo. Day in the house. Good to see you my friend. Good to see you. Oh, we’re gonna spend a couple minutes. Um, I’m put you in the second seat. We’re gonna put, we’re gonna make it sit fireside for a minute. Uh, that was intense. It was pretty incredible actually, Jay. And so I’m, I think I wanna open it up ’cause we only have a few minutes just to, any questions? [00:47:06] Vince Menzione: I’m sure people are just digesting. We already have one up here. See, [00:47:09] Question: Jay knows I’m [00:47:10] Vince Menzione: a question. I love it. We, I don’t think we have any I can grab a mic, a roving mic. I could be a roving mic person. Hold on. We can do this. This is not on. [00:47:25] Vince Menzione: Test, test. Yes it is. Yeah. [00:47:26] Question: Theresa Carriol dared me to ask a question and I say, you don’t have to dare me. You know, I’m going to Anyway. Um, so Jay, of the point of view that with all of the new AI players that strategic alliances is again having a moment, and I was curious your point of view on what you’re seeing around this emergence and trend of strategic alliances and strategic alliance management. [00:47:52] Question: As compared to channel management. And what are you seeing in terms of large vendors like AWS investing in that strategic alliance role versus that channel role training, enablement, measurement, all that good stuff? [00:48:06] Jay McBain: Yeah, it’s, it’s a great question. So when I told the story about toast at the restaurant or Square or Clover, they’re not call, they’re not gonna call open AI or Nvidia themselves either. [00:48:17] Jay McBain: When you look out at the 250,000 ISVs. That make up this AI stack, there is the layers that happen there. So the Alliance with AWS, the alliance they have with Microsoft or Google is going to be how they generate agent AI in their platforms. So when I talk about a seven layer stack, the average deal being seven layers, AI is gonna drive this to nine, and then 11, then probably 13. [00:48:44] Jay McBain: So in terms of how alliances work, I had it up there as one of the five core strategies, and I think it’s pretty even. You can have the best alliances in the world, but if the seven partners trusted by the customer don’t know what that alliance is and the benefits to the customer and never mention it, it’s all for Naugh. [00:49:00] Jay McBain: If you’re go-to market, you’re co-selling, your co-marketing strategies are not built around that alliance. It’s all for naught. If the integration and the co-innovation, the co-development, the all the co-creation work that’s done inside these alliances isn’t translated to customer outcomes, it’s all for naugh. [00:49:17] Jay McBain: These are all five parallel swim lanes. All five are absolutely critically needed. And I think they’re all five pretty equally weighted in terms of needing each other. Yes. To be successful in the era of platforms. Yeah. [00:49:32] Vince Menzione: And the problem is they’re all stove pipe today. If, if at all. Yeah. Maintained, right. [00:49:36] Vince Menzione: Alliances is an example. Channels and other example. They don’t talk to one another. Judge any, we’ve got a mic up here if anybody else has. Yep. We have some questions here, Jacqueline. [00:49:51] Question: So when we’re developing our channel programs, any advice on, you know, what’s the shift that we should make six months from now, a year from now? The historical has been bronze, silver, gold, right? And you’ve got your deal registration, but what’s the future look like? [00:50:05] Jay McBain: Yeah, so I mean, the programs are, are changing to, to the point where the customer should be in the middle and realizing the seven partners you need to win the deal. [00:50:15] Jay McBain: And depending on what category of product you’re in, security, how much you rely on resell, 91.6%. You know, the channel partners are gonna be critical where the customer spends the money. And if you’re adding friction to that process, you’re adding friction in terms of your growth. So you know, if you’re in cybersecurity, you have to have a pretty wide open reseller model. [00:50:39] Jay McBain: You have to have a wide open distribution model, and you have to make sure you’re there at that point of sale. While at the same time, considering the other six partners at moment 12 who are in either saying nice things about you or not, the customer might even be starting with you. ’cause there is actually one thing that I didn’t mention when I showed the 28 moments filled in. [00:51:00] Jay McBain: You’ll notice that the customer went to AWS twice direct. AWS lost the deal. Microsoft won the deal software. One is Microsoft’s biggest reseller in the world. They just acquired crayon. NTT who, who loves both had their Microsoft team go in. [00:51:18] Question: Mm. [00:51:19] Jay McBain: So I think that they went to AWS thinking it was A-W-S-S-A-P, you know, kind of starting this seven layer stack. [00:51:25] Jay McBain: I think they finished those, you know, critical moments in the middle looking at it. And then they went back to AWS kind of going probably WWTF. Yeah. What we thought was happening isn’t actually the outcome that was painted by our most trusted people. So, you know, to answer your question, listen to your partners. [00:51:43] Jay McBain: They want to be recognized for the other things they’re doing. You can’t be spending a hundred percent of the dollars at the point of sale. You gotta have a point of system that recognizes the point of sale, maybe even gold, silver, bronze, but recognizing that you’re paying for these other moments as well. [00:51:57] Jay McBain: Paying for alliances, paying for integrations and everything else, uh, in the cyber stack. And, um, you know, recognizing also the top 1000. So if I took your tam. And I overlaid those thousand logos. I would be walking into 2026 the best I could of showing my company logo by logo, where 80% of our TAM sits as wallet share, not by revenue. [00:52:25] Jay McBain: Remember, a million dollar partner is not a million dollar partner. One of them sells 1.2 million in our category. We should buy them a baseball cap and have ’em sit in the front row of our event. One of them sells $10 million and only sells our stuff if the customer asks. So my company should be looking at that $9 million opportunity and making sure my programs are writing the checks and my coverage. [00:52:48] Jay McBain: My capacity and capability planning is getting obsessed over that $9 million. My farmers can go over there, my hunters can go over here, and I should be submitting a list of a thousand sorted in descending order of opportunity. Of where my company can write program dollars into. [00:53:07] Vince Menzione: Great answer. All right. I, I do wanna be cognizant of time and the, all the other sessions we have. [00:53:14] Vince Menzione: So we’ll just take one other question if there are any here and if not, we’ll let I know. Jay, you’re gonna be mingling around for a little while before your flight. I’m [00:53:21] Jay McBain: here the whole day. [00:53:22] Vince Menzione: You, you’re the whole day. I see that Jay’s here the whole day. So if you have any other questions and, and, uh, sharing the deck is that. [00:53:29] Vince Menzione: Yep. Alright. We have permission to share the deck with the each of you as well. [00:53:34] Jay McBain: Alright, well thank you very much everyone. Jay. Great to have you.

Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ Jen Odess, Group Vice President of Partner Excellence at ServiceNow, joins Vince Menzione to discuss the company’s incredible transformation from an IT ticketing solution to a leading AI-native platform for business transformation. Jen dives deep into how ServiceNow has strategically invested in and infused AI into its unified platform over the last decade, enabling over a billion workflows daily. She also outlines the critical role of the partner ecosystem, which executes 87% of all implementations, and reveals the company’s strategic initiatives, including its commitment to the hyperscaler marketplaces, the goal to hit half a billion dollars in annual contract value for its Now Assist AI product, and the push for partners to adopt an ‘AI-native’ methodology to capitalize on the fact that customers still want over 70% of AI buying to be done through partners. Key Takeaways ServiceNow is an ‘AI-native’ company, having invested in and built AI directly into its unified platform for over a decade. The company’s core value today is in its unified AI platform, single data model, and leadership in workflows that connect the entire enterprise. ServiceNow will hit $500 million in annual contract value for its Now Assist AI products by the end of 2025, making it the fastest-growing product in company history. An astonishing 87% of all ServiceNow implementations are done by its global partner ecosystem, highlighting their crucial role. The company is leveraging the half-trillion-dollar opportunity of durable cloud budgets by driving marketplace transactions and helping customers burn down cloud commits using ServiceNow solutions. To win in the AI era, partners must adopt AI internally, co-innovate on the platform, and strategically differentiate themselves to rank higher in the forthcoming agentic matching system. Key Tags: ServiceNow, AI-native platform, Now Assist, Jen Odess, partner excellence, workflow leader, AI platform for business transformation, hyperscalers, Microsoft Azure, Google Cloud, AWS, marketplace transactions, cloud commits, AIDA model, agentic matching, F-Pattern, Z-Pattern, group vice president, MSP, GSI, co-innovation, autonomous implementation, technical constraints, visual hierarchy, UX, UI, responsive design. Ultimate Partner is the independent community for technology leaders navigating the tectonic shifts in cloud, AI, marketplaces, and co-selling. Through live events, UPX membership, advisory, and the Ultimate Guide to Partnering® podcast, we help organizations align with hyperscalers, accelerate growth, and achieve their greatest results through successful partnering. Transcript: Jen Odess Audio Podcast [00:00:00] Jen Odess: The AI platform for business transformation, and I love to say to people, it sounds like a handful of cliche words that just got stacked together. The AI platform for business transformation. Yeah. We all know these words, so many companies use ’em, but it is such deliberate language and I love to explain why. [00:00:20] Vince Menzione: Welcome to, or welcome back to The Ultimate Guide to Partnering. I’m Vince Menzi on your host, and my mission is to help leaders like you achieve your greatest results through successful partnering. Today we have a special leader, Jen Odes is the GVP for Partner Excellence at ServiceNow. And joins me here in the studio in Boca Raton. [00:00:40] Vince Menzione: Jen, welcome to the podcast. Thanks, Vince. It’s so great to be here. I am so thrilled to welcome you. To Boca Raton, Florida. Our podcast home look at this amazing background we have Here is this, and this is where we host our ultimate partner Winter retreat. Actually, in February, we’re gonna give that a plug. [00:00:58] Vince Menzione: Okay. I’d love to have you come back. I’d love to have an invite. And you flew in this morning from Washington DC [00:01:04] Jen Odess: I did. It was 20 degrees when I left my house this morning and this backdrop. Is definitely giving me, island South Florida like vibes. It’s fabulous. [00:01:13] Vince Menzione: And we’re gonna talk about ServiceNow. [00:01:14] Vince Menzione: And you’re also opening an office down here? We [00:01:17] Jen Odess: are [00:01:17] Vince Menzione: in West Palm Beach. Not too far from where we are. Yes. Later 2026. Yeah. I love that. And then so we’ll work on the recruiting year, but let’s dive in. Okay. So thrilled to have ServiceNow and to have you in the room. This has been an incredible time for your organization. [00:01:31] Vince Menzione: I have been watching, obviously I work with Microsoft. We’ve had Google. In the studio, Amazon onboard as well. And other than those three organizations, I can’t think of any other legacy organization that has embraced AI more succinctly than ServiceNow. And I thought we’d start there, but I really wanna spend some time getting to know you and getting to know your role, your mission, and your journey to this incredible. [00:01:57] Vince Menzione: Leadership role as a global vice president. We’ll talk about Or [00:02:01] Jen Odess: group. Group Vice president. I know it doesn’t roll off the tongue. I get it. A group vice president doesn’t roll. [00:02:05] Vince Menzione: G-V-P-G-V-P doesn’t roll off the time. And in some organizations it is global. It is in other organizations, it’s group. So let’s, you’re not [00:02:12] Jen Odess: the first to say global vice president. [00:02:14] Jen Odess: Okay. I’ll take either way. It’s fine. [00:02:15] Vince Menzione: Yeah. Yeah. And might be a promotion. Let’s talk. Let’s talk about that. Let’s talk about you and your career journey and your mission. [00:02:22] Jen Odess: Yeah, so I’ve been at ServiceNow for five years. In fact, January will be like the five year anniversary and then it will be the beginning of my sixth year. [00:02:31] Jen Odess: Amazing. And I actually got hired originally to build out the initial partner enablement function. So it didn’t really exist five years ago. There was certainly enablement that happened to Sure. All individuals that were. Using, consuming, buying ServiceNow, working with ServiceNow. But the partner enablement function from pre to post-sale, that whole life cycle didn’t exist yet. [00:02:54] Jen Odess: So that was my initial job. I got hired to run partner enablement and it before. And how big [00:02:59] Vince Menzione: was your partner organization at that point? It must have been pretty small. [00:03:01] Jen Odess: It was actually not as small as you would think. Gosh, that’s a great question. You’re challenging my memory from five years ago. [00:03:08] Jen Odess: I know that we’re over 2,500 partners today and we add hundreds every year, so it had to have been in the low one thousands. Wow. Is where we were five years ago. But the maturity of the ecosystem is grossly larger today than it was then. I can imagine. So back then there was less than 30,000 individuals that were skilled on ServiceNow to sell or solution or deliver. [00:03:34] Jen Odess: Today there’s almost a hundred thousand. Wow. So yeah that’s like the maturity in the capability within the ecosystem. But before I start on my ServiceNow and my group vice president. Which is a great role, by the way. Group Vice President. Yeah. Partner Excellence group. I’m very proud of it. [00:03:49] Jen Odess: But but let me tell you what brought me here, please. So I actually came from a partner, but not in the ServiceNow ecosystem. Okay. I won’t name the partner, but let’s just say it’s a competitor, a competitive ecosystem. And I worked for a services shop that today I would refer to as multinational. [00:04:11] Jen Odess: Kind of a boutique darling, but with over 1,500 consultants, so Okay. A behemoth as well? Yeah. Privately held. And we were a force to be reckoned with, and it was really fun. I held so many roles. I was a customer success manager. I led the data science practice at one point. I ran global alliances and partnerships. [00:04:35] Jen Odess: At one point I was the chief of staff to the CEO at the time that company was acquired. Big global si. And and then at one point I even spun off for the big global SI and helped run a culture initiative to transform co corporate culture. Wow. Very inside the whole organization. Wow. That is very, yeah. [00:04:54] Jen Odess: Really interesting set of roles. And the whole reason I came to ServiceNow is by the time I was concluding that journey in that ecosystem on the services side, I felt like. I didn’t fully understand what it meant to be on the software product side. And I often felt like I approached friction or moments of frustration and heartache with resentment for the software company. [00:05:20] Jen Odess: Sure. Or maybe just a lack of empathy for what they must be going through as well. It always felt like I was on the kind of [00:05:26] Vince Menzione: negative you were on the other side of the table. Totally. [00:05:27] Jen Odess: Yeah. And, or maybe like the redheaded stepchild kind of a concept as a partner. And so I sought out to. Learn more, which is probably a big piece of my journey is just constant curiosity. [00:05:38] Jen Odess: Nice. And I thought I think the thing I’m missing is seeing what it means firsthand to be on the software product side. And that was what led me to a career at ServiceNow. Five years strong. Yeah. So [00:05:50] Vince Menzione: talk about partner experience for those who don’t know what that means. [00:05:53] Jen Odess: Yeah. Today my role is partner excellence, but it used to be partner experience. [00:05:58] Jen Odess: Okay. And so the don’t. Yeah, that’s normal to say both things. And they actually mean two very different things. [00:06:04] Vince Menzione: Yeah, I would say so. [00:06:05] Jen Odess: And we deliberately changed the title about a year ago. So today, partner Excellence is about really ensuring that we build a vibrant AI led ecosystem. And that’s from the whole life cycle of the partner, from the day they choose to be a partner and onboard, and hopefully to the day they’re just. [00:06:23] Jen Odess: Thriving and growing like crazy, and then across the whole life cycle of the customer pre to post sale. So it’s, we are almost like the underpinning and the infras infrastructure. Someone once said it’s like we’re the insurance policy of all global partnerships and channels. That’s how we operate across global partnerships and channels and service Now. [00:06:42] Vince Menzione: And you have a very intimate relationship with those partners. We’re gonna dive in on that as well. Yes. But let’s talk about this time like no other. I talk about tectonic shifts at all of our events. People that listen to our podcasts know we talk about the acceleration of transformation, and it’s happening so fast. [00:06:58] Vince Menzione: It was happening fast even during COVID. But then. I’ll call this date or time period, the November 20, 22 time period when Chat GPT launched. Oh yeah. And that really changed the world in many respects, right? Yeah. Microsoft had already leaned in with chat, GPT, Google, we talked to Google about this. [00:07:17] Vince Menzione: Even having them in the room was like, they were caught flatfooted in a way, and they had a lot of the technology and they didn’t lean in. But it feels like ServiceNow was one of the first, certainly on the ISV side of the house and refer to the term ISV. Loosely, because hyperscalers are ISVs as well. [00:07:34] Vince Menzione: They were early to lean in and have leaned it in such a way from a business application perspective that I believe we haven’t seen embracing and infusing AI into your platform. I was hoping we could dive in a little bit on ServiceNow from a. Kinda legacy, what the organization was and is today. [00:07:56] Vince Menzione: And then also this infusion of AI into the platform. If you don’t mind, [00:07:59] Jen Odess: I love this topic. Okay. And I feel like it’s such a privilege to talk about ServiceNow on this topic because we really are a leader in the category. I’ll almost rewind back to over 20 years ago when the company was founded. [00:08:11] Jen Odess: Today, fast forward, we are so much more than an IT ticketing company. We are, [00:08:16] Vince Menzione: but that was the legacy. That’s how I knew service now 20 years ago. [00:08:19] Jen Odess: And what a beautiful legacy. Yeah. But we have expanded immensely beyond that. And that’s the beautiful story to tell customers. That’s so fun. [00:08:28] Jen Odess: But what what I love is that. So 20 years ago, that was where we started. And today, do you know that over a billion workflows are put to work every single day for our customers? A billion [00:08:38] Vince Menzione: workflows, over a billion workflows. That’s crazy. [00:08:40] Jen Odess: And 87% of all implementations for ServiceNow were done by partnerships. [00:08:46] Jen Odess: And channels. That’s fantastic. So you think about those billion plus workflows daily, all because of our partner ecosystem. This is my small plug. I’m just very proud 80, proud 86%. [00:08:56] Vince Menzione: Did you hear that? Part’s 86%. [00:08:57] Jen Odess: Amazing. And so that’s like what we’re, that’s what we’re a leader in the category. We are a leader in workflows categorically. [00:09:05] Jen Odess: But then over a decade ago, we started investing in ai. We started building it right into our platform, and this becomes the next kind of notch on our belt, which is we are a unified platform. Nothing is bolted on, nothing is just apid in. Yeah, it is a unified platform. So all of that AI that for the past decade we’ve been building in into our platform. [00:09:28] Jen Odess: Just in our AI platform, which is now what we are calling it, the AI platform. [00:09:34] Vince Menzione: And I would say that unless you were a startup starting up from scratch today and building on an LLM, we were building in a way I don’t think any other organization’s gonna actually state that [00:09:45] Jen Odess: what’s actually why we call ourselves AI native. [00:09:47] Jen Odess: Yeah, beca for that exact reason. And that’s who we’re competing with a lot these days, is the truly AI native startups where they didn’t have, the 20 years. Previously that we had, but that’s what makes us so unique in the situation, is that unified AI platform, a single data model that can connect to anything. [00:10:07] Jen Odess: And then the workflow leader. And when you put all those things together, AI plus data, plus workflows and that’s where the magic happens. Yeah. Across the enterprise. It’s pretty cool. [00:10:17] Vince Menzione: That is very cool. And you start thinking about, and we start talking about agent as a, as an example. Let’s talk about this for a second. [00:10:23] Vince Menzione: You, when what is this bolt-on, we could use the terms co-pilot, we could use Ag Agent ai, but they are generally bolted onto an existing application today. So take us through the 10 years and how it has become a portion or a significant portion. Of ServiceNow. [00:10:41] Jen Odess: When say the question a little bit more. [00:10:43] Jen Odess: Like when you say it’s, yeah, when which examples have bolted on? [00:10:47] Vince Menzione: So exa, we, what we see today is the hyperscalers coming out with their own solution sets, right? They’re taking and they’re offering it up to their ecosystem to infuse it into their product and portfolio. To me, those that look like bolted on in many respects, unless it’s an AI need as a native organization, a startup organization. [00:11:07] Vince Menzione: They’re mostly taking and re-engineering or bolting onto their existing solutions. [00:11:12] Jen Odess: I follow. Yeah. Thank you for giving me a little more context. So I call this our any problem. It’s like one of the best problems to have we can connect into. Anything, any cloud, any ai, any platform, any system, any data, any workflow, and that’s where any hyperscaler, and that’s the part that makes it so incredible. [00:11:32] Jen Odess: So your word is bolt on, and I use the word any the, any problem. Yeah. We’ve got this beautiful kind of stack visual that just, it’s like it just one on top of the other. Any. Any, and no one else can really say that. I gotta see [00:11:45] Vince Menzione: that visual. Yeah. Yeah. So talk about this a little bit more. So you’re uniquely positioned. [00:11:52] Vince Menzione: Let’s talk about how you position, you talked about being AI native. What does that imply and what does that mean in terms of the evolution of the platform? From ticketing to workflows to the business applications? What are the type of applications Yeah. Markets, industries that you’re starting to see. [00:12:08] Jen Odess: So I’ll actually answer this with, taking on a small, maybe marketing or positioning journey. So there was a time when our tagline would be The World Works with ServiceNow. There was a time when it was, we put AI to work for people and today and it, I think it was around Knowledge 2025, this came out. [00:12:28] Jen Odess: It was the AI platform for business transformation. And I love to say to people, it sounds like a handful of. Cliche words that just got stacked together. The AI platform for business transformation. Yeah. We all know these words, so many companies use ’em, but it is such deliberate language and I love to explain why. [00:12:46] Jen Odess: So the first is the AI platform is calling out that we are an AI native platform. We are a unified platform. It’s a chance to say all that goodness I already shared with you. Yeah. And the business transformation is actually telling the story of no longer being a solution. Point or no longer being an individual product that does X. [00:13:06] Jen Odess: It’s about saying. The ServiceNow platform can go north to south and east to west across your entire enterprise. Okay. Up and down the entire tech stack. Any. And then east to west, it can cut across the enterprise, the C-suite, the buying centers, all into one unified AI platform. With one data model. [00:13:26] Jen Odess: I love it. And so I love that AI platform for business transformation actually has so much purpose. [00:13:32] Vince Menzione: It does. So you’re going across the stack, so you’re going all the way from the bottom layer, all the way up to the top from the ue. Ui. And then you’re going across the organization, right? You’re going across the C-suite, you’re going across all the business functions of an organization. [00:13:46] Vince Menzione: Correct. And so the workflows are going across each of those business functions? [00:13:49] Jen Odess: Correct. And then our AI control tower is sitting at the very top, governing over all of it. [00:13:53] Vince Menzione: I love the control tower. [00:13:54] Jen Odess: I know the governance, security risk protocol, managing all the agents interoperability. Yeah. [00:14:01] Vince Menzione: And then data at the very bottom right. [00:14:03] Vince Menzione: Controlling all those elements and the governance of the data and the right, the cleanliness of the data and so on. Yeah. That’s incredible. I we could probably talk about business applications. I know one, in fact, I’ve had a person sit in this, your chair from we’ll call it a large GSIA very significant GSI one of the top five. [00:14:21] Vince Menzione: And they took ServiceNow and they applied it to their business partnering function. And they used, and we, you probably don’t know about this one, but I know that that’s a, an example of taking it and applying it all across all the workflows, across all the geographies of the organization and taking a lot of the process that was all done manually. [00:14:40] Vince Menzione: That was stove pipe business processes that were all stove piped and removing the stove pipe and making for a fluid organizational flow. [00:14:47] Jen Odess: And I’ll bet you the end user didn’t even realize ServiceNow was the backend. That’s some of the greatest examples actually. [00:14:53] Vince Menzione: Yeah. Yeah. So Jen, we work with all the hyperscalers. [00:14:56] Vince Menzione: We have a very strong relationship with Microsoft. Goes back many years, my back to my days at Microsoft and we’ve had Google in the room. We have AWS now as well. We bring them all together because we believe that partners work with, need to work with all three. And I know that you have had an interesting transformation at ServiceNow around the hyperscalers. [00:15:16] Vince Menzione: I was hoping you could dive in a little deeper with us. [00:15:19] Jen Odess: Yeah. We are so proud of our relationships with the hyperscalers, so the same three, so it’s Microsoft Azure, Google Cloud, and AWS. And really it’s it’s a strategic 360 partnership and our goal is really to drive marketplace transactions. [00:15:34] Jen Odess: So ServiceNow selling in all of their marketplaces and then. Burn down of our customers cloud commits. I love it. It’s really a beautiful story for our customers and for the hyperscalers and for ServiceNow. And so we’ve, it’s brand, it’s a brand new announcement from late in the year 2025. Love it. And we’re really excited about it. [00:15:51] Vince Menzione: Yeah. And then we, and we get all of the marketplace leaders in the room. So we’ve worked with all of those people. And one of the key points about this is there is over a half a trillion dollars in durable cloud budgets with customers that [00:16:08] Vince Menzione: Already committed to, I know, so that tam available, a half a trillion dollars is available to customers to burn down and utilize your solutions and professional services with partners as well in terms of driving a complete solution. [00:16:21] Jen Odess: That’s exactly the motion we’re pushing is to go and leverage those cloud commits to get on ServiceNow and in some cases, maybe even take out other products to go with ServiceNow and actually end up funding the transition to ServiceNow. Yeah. Yeah. [00:16:37] Vince Menzione: So you serve thousands of customers today, thousands of customers. [00:16:42] Vince Menzione: I can’t even. Fathom the exact number, but you have this partner ecosystem that you described, and their reach is even more incredible, like hundreds of thousands. Yeah. So tell us a little bit more about how you think about that, and then how do you drive the partner ecosystem in the right way to drive this partner excellence that you described. [00:17:02] Jen Odess: Yeah, that’s a great question. So yeah, thousands of ServiceNow customers and we’re barely scratching the surface in comparison to our partners customers. So we have over 2,500 partners Wow. In our ecosystem. And today they cut across what I would call five routes to market. That partners can go to market with ServiceNow. [00:17:21] Jen Odess: Okay. The first is consulting and implementation. This will be your classic kind of consulting shop or GSI approach. The second is resell, just like it sounds. Yep. [00:17:30] Vince Menzione: Transactional. [00:17:31] Jen Odess: Yep. The third is managed service provider. [00:17:33] Vince Menzione: Okay. [00:17:34] Jen Odess: The fourth is what we call build, which is. The ISV, strategic Tech partner realm, and then the fifth is hyperscaler. [00:17:43] Jen Odess: Those are the five routes to market. So partners can choose to be in one or all or two. It doesn’t matter. It’s whichever one fits the kind of business they want to go drive. Nice. Where they’re. Expertise lies. And then we’ve got partners that show up globally, partners that show up multinational and partners that show up regionally and then partners that show up locally, in country and that’s it. [00:18:06] Jen Odess: And we really want a diverse set of partners capable of delivering where any of our customers are. So it’s important that we have that dynamic ecosystem where we really push them. We’re actually trying hard to balance this. Yeah, you would’ve heard it from many of your other partners. This direct versus indirect. [00:18:24] Jen Odess: Yes. Motion. For anyone listening that doesn’t know the difference, right? Direct is ServiceNow is selling direct to a customer, there might be a partner involved influencing that will implement. Yeah, likely but ServiceNow is really driving the sale versus indirect where the whole thing routes through the partner. [00:18:39] Jen Odess: Right? Which is your classic reseller or managed service provider and often a an ISV. And you know that balance is never gonna be perfect ’cause we’re not gonna commit to go all direct or all indirect. We’re gonna continue to sit in this space where we’re trying to find a healthy balance. [00:18:56] Jen Odess: So I find a lot of our time trying to figure out how do you set all those parties up for success? Yeah. The parties are the ServiceNow field sellers? And then you’ve also got the partnerships and channels, so the ecosystem, and then you’ve got the people in global partnerships and channels. So my broader organization, and we’re all trying to figure out how to work harmoniously together and it’s a lot of, it is my job to get us there. [00:19:19] Jen Odess: And so we use lots of things like incentives and benefits and we will put in place gated entry, really strategic gated entry. What does [00:19:29] Vince Menzione: gated entry mean? [00:19:30] Jen Odess: Yeah. What I mean is if you want to have a chance at being matched with a customer Yeah. For a very specific deal. Or it’s really one of three to get matched. [00:19:41] Jen Odess: ‘Cause you can never match one-to-one. It has to be three or more. Okay. We have good compliance rules in place. Yeah. But in order to even. Like surface to the top of the list to be matched. There’s a gated entry, which is, you’ve gotta have validated practices. Okay. Which is how, it’s these various ways, as you described, you quantify and qualify the partner’s capabilities. [00:20:00] Vince Menzione: Yeah. So you have to meet these qualifications. Yes. And you could be one of three to enter and be. Potentially matched, considered significant or Yes. Match for this deal? [00:20:08] Jen Odess: Yes, that’s exactly right. So we use, various things like that. And then we try to carve what I would call dance card space reseller in commercial, try to sit here and like carve by geo, by region, by country dance card space as well to help the partners really know exactly where they can unleash versus, hey, this is the process and the rules of engagement. To go and sell alongside the direct org sales organization [00:20:33] Vince Menzione: and you’re gonna have multiple partners in the same opportunities. [00:20:37] Vince Menzione: Absolutely not. Not necessarily competing with each other. There’s three competing each with each other, but also you’re gonna have other partners that provide different capabilities as well. You might have that have some that are just transac. Those are gonna be those channel or reseller partners. [00:20:52] Vince Menzione: You might have an MSP that’s actually delivering, or at least providing some type of managed service on top of the stack. Like supporting the customer. Yeah. And then you might have an SI GSI an integration partner that’s also doing the con the consulting work around getting the solution to meet with the customer’s requirements. [00:21:12] Vince Menzione: Would you say [00:21:13] Jen Odess: so? That’s exactly right. Yeah. And actually in. AI era, we’re seeing more of it than ever. And even on the smaller deals, maybe not the GSIs on the smaller deals, but we’re seeing multiple partners come in to serve up their specific expertise, which is actually a best practice. That’s [00:21:33] Vince Menzione: terrific. [00:21:33] Jen Odess: We don’t want. If you’ve got an area that’s a blind spot and you’re a partner, but that’s something your customer is buying from you, there’s no harm in saying let’s bring in an expert in that category to deliver that piece of the business. That’s right. And we’ll maybe shadow and watch alongside. [00:21:46] Jen Odess: So we’re seeing more and more of it. And I actually think like the world of. Partnerships and ecosystems. If I go back to like my previous ecosystem as well, it’s become so much more communal than ever before. Yes. This idea that we can share and be more open and maybe even commiserate over the things, gosh, I can’t believe we have the same frustrations or we have the same. [00:22:09] Jen Odess: Wow, that’s amazing. And you’re in this country. And I’m in this country. And so we’re seeing more and more coming together on deals which I really respect a lot. ’cause So one of the new facts we’ve just learned actually, Vince, is that. Of all the ai buying that customers are doing out there, they actually still want over 70% of it to be done by partners. [00:22:32] Vince Menzione: Yes. [00:22:33] Jen Odess: So even though it looks like it could be maybe set up easy configured, easy plug and play it. It to get, it’s not real ROI. You still need a partner with expertise in that industry or that domain, or in that location or in that language to come and bring the value to life. And we will certainly accelerate, help accelerate time to value with things that ServiceNow will do for our partners. [00:22:56] Jen Odess: But if over 70% is gonna go to partners and AI is so new, wouldn’t you want more than one partner Sometimes on a absolutely on a deal, at least while we’re all learning. I think we can keep ebbing and flowing [00:23:07] Vince Menzione: on this. We you, I dunno if Jay McBain, ’cause we’ve had him in the room here and he is a, he’s an analyst that does a lot of work around this topic. [00:23:14] Vince Menzione: And we talk about the seven seats at the table because there are, again, you need more you, first of all, you need to have your trusted, you need to have the organizations that you work with. And you also, in the world of ai, with all of the tectonic shifts, all the constant changing that’s going on right now, I need to make sure that I have the right. [00:23:31] Vince Menzione: People by my side that I can trust, they can help me deliver what I need to deliver. ’cause it might have changed from six months ago. And the technology is changing. Everything is changing so rapidly right now. So again, having all those right people I want to pick up on something ’cause we talked a little bit about MSPs and they’ve become a favorite topic of ours. [00:23:52] Vince Menzione: I have become acutely aware of the Ms P community recently. I kinda looked at them as well. There’s little small partners, but you’ve suggested this as well. They have regional expert, they have expertise in a specific area. And can be trusted, and maybe you’re integrating multiple solution sets for a customer. [00:24:11] Vince Menzione: But we’ve seen this MSP community become very vibrant lately, and I feel like they woke up to technology and to AI in such a big way. Can you comment on that? [00:24:20] Jen Odess: So we feel and see the same thing I’ve always valued what managed service providers bring to the table. It’s like that. [00:24:26] Jen Odess: Classic are you a transformation shop or are you a ta? The tail end or the run business shop? And so many partners are like we’re both, and I wanna be like, but are you? But now I feel like we finally are seeing the run business is so fruitful. So AI is innovating. All the time. [00:24:46] Jen Odess: We, we are innovating as a AI platform all the time. What used to be six month, every six months family releases of our software. Yeah. It became quarterly and now we’re practically seeing releases of new innovation every six to eight weeks. So why wouldn’t you want a managed service provider? Paying close attention to your whole instance on ServiceNow and taking into account all the latest innovation and building it into your existing instance, and then looking out for what new things you should be bringing in. [00:25:20] Jen Odess: So that’s the beauty of the, it’s almost partnerships, observing, and then suggesting how to keep. Doing better and more and better versus always jumping straight back to complete redesign and transformation. Yeah, and that’s one of the things I like about the MSPs in this space. [00:25:36] Vince Menzione: So let’s broaden out from this part of the conversation ’cause you’re giving specific guidance to the MSPs, but let’s think about this whole partner community. [00:25:43] Vince Menzione: And you’ve seen this transformation coming over to ServiceNow and even within ServiceNow these last five years. How do these organizations need to think differently? And how do they need to structure their services in this newent world? [00:25:58] Jen Odess: Great question. There’s really four things that I think they have to be thoughtful of. [00:26:02] Jen Odess: The first is maybe the most obvious they have to adopt AI as their own ways of doing work methodology. Delivery, whatever it is, because only through the, it’s not about taking out people in jobs, it’s about doing the job faster, right? It’s about getting the customer to value faster so that adoption of AI will make or break some partners. [00:26:24] Jen Odess: And our goal is that every partner comes on the other side of this AI journey, thriving and surviving. So we’re really pushing. This agenda. And maybe later I can talk to you a little bit more about this autonomous implementation concept. Please. ’cause I that will [00:26:37] Vince Menzione: resonate. So you’re saying they need to, we used to use the term eat their own dog food. [00:26:41] Vince Menzione: Now it’s drink your own champagne. Yeah. But they need to adopt it as well internally. [00:26:46] Jen Odess: Yeah. And I think whether they’re using, I hope they’re using ServiceNow as like a client, zero. To do some of that adoption. But there’s lots of other tools that are great AI tools that will make your job and your day-to-day life and the execution of that job easier. [00:26:59] Jen Odess: So we want them adopting all of that. The second is, we really need to see partners. Innovating on the ServiceNow platform. Yeah. And whether that’s building agents AI agents that go into the ServiceNow store, whether it’s building a really fantastic solution that we wanna joint jointly go to market with, or maybe it’s one of those embedded solutions you were commenting where the end user doesn’t even know that the backend, like a tax and audit solution that is actually just. [00:27:29] Jen Odess: The backend is all ServiceNow. Yeah. But that partner is going to market and selling it to all their customers. Exactly. So I think this co-innovation is gonna be a place that we will really win in market. The third is if a partner wants to stand out right now, they have to differentiate on paper too. [00:27:47] Jen Odess: It’s gotta like what does that mean? So if there’s 2,500 partners. And it’s not like we don’t walk around and just say, you should talk to this partner. Yeah. Or here’s my secret list. You should, we don’t do that. That’s not good business and it’s not compliant. So we have algorithms that take all the quantitative and qualitative data on our partners and they know all the data points ’cause it’s part of the partner program Nice. [00:28:10] Jen Odess: That they adhere to and then ranks them on status. And all those data points are what I’m referring to as on paper. You’ve gotta be differentiated. So whether or not you wanna be great at one thing or great across the whole thing, think about how all of those quantitative and qualitative data points are making you stand out, because that’s where those matches that I was referring to. [00:28:35] Jen Odess: Yes. That’s where that’s gonna come to life. And it’s skills, it’s capabilities. It’s deployments. So Proofpoint and deployments, customer success stories, csat, all the things. So [00:28:47] Vince Menzione: those are all the qualifi qualifiers for and more, but those are the types [00:28:49] Jen Odess: of qualifications. Yeah. [00:28:51] Vince Menzione: And then do your, does your sales organization do a match against that based on a customer’s requirements that they’re working with and who they work with and co-sell with? [00:29:00] Jen Odess: And I feel like you just lobbed me the greatest question. I didn’t even know you were gonna ask it, but I’m so glad you did. So today. Today there is something called a partner finder, which is which is nice, but it’s a little bit old school in a world of ai. Yeah. So you go to servicenow.com, you click partner from the top navigation, and then it says find a partner and you can literally type in the products you’re buying the country, you’re, that you’re headquartered out of. [00:29:26] Jen Odess: Whatever thing you’re looking for. And it will start to filter based on all those data points, the right partners, and you can actually click right there to be connected to a partner. So lead generation. Okay, interesting. But where we’re going is a agentic matching right in our CRM for the field. Oh. So those data points are gonna matter even more, and that’s where the gated. [00:29:48] Jen Odess: I say gated entry, which is probably too extreme, right? It’s really gated. If you wanna surface toward the top, there’s gated parameters to try to surface to the top, but those data points will feed the algorithm and it will genetically match right in our CRM for the field. Who are the best suited partners? [00:30:09] Jen Odess: Would you like to talk to them? [00:30:10] Vince Menzione: Okay. And so is it. Partner facing? Is it sales team facing [00:30:14] Jen Odess: Right now? It’s sales. It’ll, when it goes live, it will be sales team facing. Okay. But we have greater ambition for what partners can do with it. Yeah. Not just in the indirect motion, but also what partners may be able to do with it to interface with our field. [00:30:30] Jen Odess: The. [00:30:31] Vince Menzione: The, yeah the collaboration [00:30:33] Jen Odess: opportunity. Which is always a friction point that we’re working on [00:30:36] Vince Menzione: always because it’s very manual. It’s people intensive. Yeah. Partner development managers sitting on both sides of the equation and the interface between the sales organization and a partner organization is not always the. The easiest. So right. Automated, quite a bit of that. [00:30:49] Jen Odess: My boss is obsessed with the easy button, which I know is a phrase many of us in the US know from I think it’s an Office Depot, all these ways in which we can have easy button moments for the partner ecosystem is what we’re trying to focus on. [00:31:01] Jen Odess: I love the easy button. [00:31:02] Vince Menzione: Yeah. And I love your boss too. Yeah, he’s fabulous. Fabulous. So Michael and I go back like many years ago. You must have, [00:31:08] Jen Odess: yeah. You must have had paths crossing on numerous occasions. [00:31:12] Vince Menzione: Yeah we we worked together micro I’m going to hijack the session for a second here. [00:31:16] Vince Menzione: But when I first came to Microsoft, he was leading a, the se, a segment of the business, and he invited me to come to his event and interviewed me on stage at his event. [00:31:26] Jen Odess: No way. [00:31:26] Vince Menzione: And we got to know each other and yeah. So he was terrific. He was what a great find for, oh, he’s for service now. [00:31:32] Vince Menzione: He’s really [00:31:32] Jen Odess: has been a fantastic addition [00:31:34] Vince Menzione: to the global partnerships and channels team. And Michael, we have to have you on the podcast. Yes. Or cut down here in the studio at some point too with Jen and I. That’d be great. So this is terrific. We are getting it’s an incredible time. [00:31:44] Vince Menzione: It’s going so fast this time, 2022 was, seems like it was five, it feels like it was almost 10 years ago now. It wasn’t that we just started talking about it and you were implementing AI 10 years ago, but it wasn’t getting the attention that it’s getting today. And it really wasn’t until that moment that it really started to kick off in a way that everybody, yeah. It became pervasive overnight I would say. But now we’re starting 2026, like we’re at. This precipice of time and it’s continuing. I don’t even know what 2030 is gonna look like, right? So I’m a partner. [00:32:16] Vince Menzione: What are the one, two, or three things that I need to do now to win over and work with ServiceNow? [00:32:23] Jen Odess: One, two or three things? I’ll tell you the first thing. So today ServiceNow will end up hitting 500 million in annual contract value in our Now Assist, which is our AI products by the end of 2025, which is the fastest growing product in all of ServiceNow history. [00:32:37] Jen Odess: That’s one product that’s so there’s lots of SKUs. Yeah, but it is. It’s our AI product. Yeah. And it is, but yeah, because of all the various ways. [00:32:45] Vince Menzione: So half a billion dollars, [00:32:46] Jen Odess: half a billion by the end of 2025. And I think, someone’s gonna have to keep me honest here, but if memory serves me right, the first skews didn’t even launch until 2024. [00:32:54] Jen Odess: So we’re talking about wow, in a year it’s fast. Over 1,700 customers are live with our now assist products. Again, in a matter of, let’s call it over, a little over a year, 1,700 partners. So I think the first thing a partner needs to do is they’ve gotta get on this AI bandwagon, and they’ve gotta be selling and positioning AI use cases to their customers, because that’s the only way they’re gonna get. [00:33:20] Jen Odess: Experience and an opportunity to see what it feels like to deliver. So we have to do that. And I think you could sell a big use case like that big, we talked north, south, east, west, you could do that whole thing. Brilliant. But you could also start small. Go pick a single use case. Like a really simple example of something you wanna, some work you wanna drive productivity on. [00:33:41] Jen Odess: Yeah. And make sure you’ve got multiple stakeholders that love it and then go drive proving that use case. That’s what we’re telling a lot of partners. That’s the first thing. The second is they have got to build skills on AI and they have to keep up with it. And so we’re trying to really think about our broader learning and development team at ServiceNow is just next level. [00:34:00] Jen Odess: And they’re really re-imagining how to have more real time bite size. Training and enablement that will help individuals keep up with that pace of innovation. So individuals have got to get skilled. Yes. On AI today, of that a hundred thousand or so individuals in the ecosystem right now, about 35% of those individuals hold one or more AI credential. [00:34:25] Jen Odess: Again, that’s in a little over a year, which is the fastest growing skill development we’ve ever had, but it should be a hundred percent. Yeah. All of our goals should be that every account is being sold ai. ’cause that’s where the customer’s gonna get to value a ServiceNow is if they have the AI capabilities. [00:34:40] Jen Odess: And [00:34:41] Vince Menzione: how are you providing enablement and training? Is it all online? It’s, we have [00:34:44] Jen Odess: all sorts of ways of doing it. So that we have ServiceNow University, which is just a really robust, learning platform. Elba is our professor in residence. Very cool. Which is very cool. And they’re all content. [00:34:57] Jen Odess: Is free to partners. The training is free to partners that is on demand. Beyond that, partners can still get, instructor led training, whether that’s in person or virtual. And then my team offers enablement. That’s a little bit more, it’s like not formal training, it’s more like hands-on labs and experiences. [00:35:17] Jen Odess: We bring in lots of groups that sit around me that help and we very cool hands on with partners face-to-face. And do you do an annual event where you bring all these partners together? No, because we do we have three major milestones a year for partners. So the first is at sales kickoff, which is coming up the third week in January. [00:35:33] Jen Odess: And alongside sales kickoff is partner kickoff. Okay. And so we do a whole day of enabling them. So that’s your [00:35:39] Vince Menzione: partner kickoff? [00:35:40] Jen Odess: That’s partner kickoff. But of the, of all the partners in the ecosystem, it’s not like they can all make it. So we still also record and then live stream some of the content there. [00:35:49] Jen Odess: Then at Knowledge, there’s a whole partner track at Knowledge and same concept. Yeah, it’s like it’s all about customers and we wanna, build as much pipeline and wow as many customers as possible, but we also need to help our partners come along the journey. Then the third and final moment is in September, always, and it’s called our Global Partner Ecosystem Summit. [00:36:08] Jen Odess: We should have you, I’d love to join this next year. I love that. And it’s really, that’s the one time if sales kickoff is all about the sales motion in the field and knowledge is all about the customers and getting customers value. Global Partner Ecosystem Summit is only about the partners, what they need, why they need it, and what we’re doing to make their lives easier. [00:36:28] Jen Odess: I love it. Yeah. I’ll be there September. I love it. Dates yet set yet? I have to, it’s getting locked. I’ll get it to you. [00:36:34] Vince Menzione: Okay. All right. I’ll, we’ll be there. Okay. So you’ve been incredible. I just love having you. We could spend hours, honestly, and I want to have you back here. I’d love to, I have you back for a more meaningful conversation with the hyperscalers. [00:36:45] Vince Menzione: Talk to some of the partners that join us at Ultimate Partner events. We’ll find a way to do that, but I have this one question. It’s a favorite question of mine, and I love to ask all my guests this. Okay. You’re hosting a dinner party. And you could host a dinner party anywhere in the world. We could talk about great locations and where your favorite places are, and you can invite any three guests from the present or the past to this amazing dinner party. [00:37:11] Vince Menzione: We had one guest who wanted to do them in the future, like three people that hadn’t reached a future date. Whom would you invite Jen and why? [00:37:21] Jen Odess: Oh, first of all, you’re hitting home for me because I love to host dinner parties. I actually used to have a catering company. This is like one of those weird facts that, we didn’t talk about my pre services and ecosystem days, but I also had a catering company, so I love cooking and hosting dinner parties. [00:37:38] Jen Odess: So this is a great question. I feel like it’s a loaded question and I have to say my spouse. I love my husband dearly, but I have. To invite Lee to my dinner party. Okay. He’s in [00:37:47] Vince Menzione: Lee’s guest number one. Lee’s [00:37:49] Jen Odess: guest, number one. And the reason why is, first of all, I love him dearly, but he’s super interesting and he has such thought provoking topics to, to discuss and ways of viewing the world. [00:38:00] Jen Odess: He’s actually in security tech, so it’s like a tangential space, but not the same. [00:38:05] Vince Menzione: Yeah. But an important space right now, especially. Yeah. And [00:38:07] Jen Odess: he, yeah. And he’s, he’s just a delight to be around. So he’d be number one. Number two would be Frank Lloyd Wright. [00:38:15] Vince Menzione: Frank. Lloyd Wright. [00:38:17] Jen Odess: Yeah. I am an architecture and design junkie. [00:38:21] Jen Odess: Maybe I don’t do any of it myself, though. I dabble with friends that do it, and I try to apply it to my home life when I can. And Frank Lloyd Wright sort of embodies some of my favorite. Components of any kind of environment that you are experiencing, whether it’s a home or it’s an office building or it’s an outdoor space. [00:38:39] Jen Odess: I love the idea of minimalism and simplicity. I love the idea of monochromatic colors. I love the idea of spaces that can be used for multipurpose. And then I love the idea of the outside being in and the inside being out. I love it. So I would like love to pick his brain on some of his, how he came up with some of his ideas. [00:38:59] Jen Odess: Fascinating for some of his greatest. Yeah. Designs. Okay. That’s number two. Number three, I think it would be Pharrell Williams. Really? Yeah, I, Pharrell Williams. Yeah. I love fashion music and all things creativity. He’s got that, Annie’s philanthropic. He’s just yeah. The whole package of a good person. [00:39:26] Jen Odess: That’s super interesting and I very cool. I would love to pick his brain on what it was like to be behind the scenes on some of the fashion lines he’s collaborated with on some of his music collabs he’s had, and then just some of the work he’s doing around philanthropy. I would. I could just spend all night probably listening to him. [00:39:43] Jen Odess: This would be a [00:39:44] Vince Menzione: really cool conversation night. [00:39:45] Jen Odess: Don’t you wanna come to my dinner? Was gonna say, I’m sorry I didn’t invite you to identify. No [00:39:49] Vince Menzione: I was, can I bring dessert? [00:39:50] Jen Odess: Yeah. I come [00:39:50] Vince Menzione: for dessert. I, but it can’t, [00:39:51] Jen Odess: it has to be like a chocolate dessert. It’s gotta have [00:39:54] Vince Menzione: I love chocolate dessert. [00:39:55] Vince Menzione: Okay, great. So it would not be a problem for me, Jen. This is terrific. You have been absolutely amazing. So great to have you come here. Yeah. Such a busy time of year to have you make the trip here to Boca. We will have you back in the studio. I promise that I’ll have you back on stage. Stage. [00:40:10] Jen Odess: This is beautiful. [00:40:10] Jen Odess: Look at it. Yeah. This is [00:40:11] Vince Menzione: beautiful. And we transformed this into, to a room, basically a conference room. And then we also have our ultimate partner events. I would love to come, we would love to have you join us. Like I said, ServiceNow is such an impactful time. Your leadership in this segment market, and I wouldn’t say segment across all of AI in terms of all the use cases of AI is just so meaningful, especially for within the enterprise. [00:40:33] Vince Menzione: Yeah. Right now. So just really a jogger nut right now within the industry. So great to have you and have ServiceNow join us. So Jen, thank you so much for joining us. [00:40:42] Jen Odess: Thanks Vince. Appreciate the time. It’s a pleasure to be here. [00:40:44] Vince Menzione: Thank you very much. Thanks for tuning into this episode of Ultimate Eye to Partnering. [00:40:50] Vince Menzione: We’re bringing these episodes to you to help you level up your strategy. If you haven’t yet, now’s the time to take action and think about joining our community. We created a unique place, UPX or Ultimate partner experience. It’s more than a community. It’s your competitive edge with insider insights, real-time education, and direct access to people who are driving the ecosystem forward. [00:41:16] Vince Menzione: UPX helps you get results. And we’re just getting started as we’re taking this studio. And we’ll be hosting live stream and digital events here, including our January live stream, the Boca Winter Retreat, and more to come. So visit our website, the ultimate partner.com to learn more and join us. Now’s the time to take your partnerships to the next level.

NEWS: GSIS releases P3.93B Christmas cash gifts | Dec. 5, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

TwelveLabs is building purpose-built foundation models for video understanding, enabling enterprises to index, search, and analyze petabytes of video content at scale. Founded by three technical co-founders who met in South Korea's Cyber Command doing multimodal video understanding research, the company recognized early that video requires fundamentally different infrastructure than text or image AI. Now achieving 10x revenue growth and serving customers across media, entertainment, sports, advertising, and federal agencies, TwelveLabs is proving that category creation through extreme focus beats trend chasing. In this episode, Jae Lee shares how the company navigated early product decisions, built specialized GTM motions for established industries, and maintained technical conviction during years of building in relative obscurity. Topics Discussed: How military research in multimodal video understanding led to founding TwelveLabs in 2020  The technical thesis: why video deserves purpose-built foundation models and inference infrastructure  Targeting video-centric industries where ROI justifies early-stage pricing: media, entertainment, sports, advertising, and defense  Partnership-driven distribution strategy and AWS Bedrock integration results  Specialized sales approach: generalist leaders, vertical-specific AEs and solutions architects Maintaining extreme focus and avoiding hype cycles during the first three years of building  Federal GTM lessons: why In-Q-Tel partnership and authentic mission alignment matter more than process optimization  The discipline of saying no to large opportunities that don't fit ICP  Keeping hiring bars high when the entire team is underwater GTM Lessons For B2B Founders: Hire vertical specialists on the front lines, not just at the top: TwelveLabs structures its GTM team with generalist leaders (head of GTM and VP of Revenue) who can sell any technology, but vertical-specialized AEs, solutions architects, and deployment engineers. These front-line team members come directly from the four target industries and understand customer workflows, buying patterns, and integration points without ramp time. For founders entering mature markets with established tech stacks and complex procurement, this inverted model—generalist strategy, specialist execution—accelerates deal velocity because technical buyers immediately recognize domain fluency. Infrastructure plays require integration partnerships, not displacement: In established industries with layered technology stacks, positioning as foundational infrastructure demands partnership-first distribution. Jae explained their approach: integration with media-specific GSIs, media asset management platforms, and cloud providers ensures TwelveLabs fits into existing workflows rather than forcing wholesale replacement. This is particularly critical for selling into industries like media and entertainment where technology decisions involve multiple stakeholders across production, post-production, and distribution. The AWS Bedrock integration delivered 30,000+ enterprise agreements in seven weeks—a distribution velocity impossible through direct sales alone. Extreme focus on first-principles product development beats fast-follower tactics: While competitors built quick demos by wrapping existing models, TwelveLabs spent three years building proprietary video foundation models and indexing infrastructure from scratch. Jae was explicit about the cost: "It was painful journey in the first like two and a half, three years because folks are flying by." The payoff came from solving actual customer problems—indexing 2 million hours of content in two days, enabling semantic search at scale, building agent workflows for specific use cases—rather than impressive demos that couldn't handle production workloads. For technical founders, this validates staying committed to fundamental research even when market momentum favors surface-level innovation. Federal requires cultural alignment before GTM optimization: TwelveLabs' federal success stems from authentic mission alignment, not just process execution. With In-Q-Tel as an investor providing interface to agencies and founders with military backgrounds, the company established credibility through shared values rather than sales tactics. Jae was direct: "If you're kind of entering because, oh, federal market is big and you go in, you're going to get your butt kicked. So I think like you need to actually build your team in a way that's like passionate to work on this project." This matters because federal deals require sustained engagement through long sales cycles, security reviews, and deployment complexity—momentum that only comes from genuine conviction, not quota pressure. ICP discipline protects product focus and team morale: Saying no to large early opportunities that don't fit ICP is operationally painful but strategically essential. Jae acknowledged the difficulty: "Early on saying no to customers is hard... as a founder you want to grow your business and you know that's going to be good for the morale. But that's only true when the customers are actually their ideal customers." Wrong customers create three failure modes: they pull product roadmap toward one-off features, they consume disproportionate support resources, and they generate reference cases that attract more wrong-fit prospects. For early-stage infrastructure companies, every customer shapes your market position—choose deliberately. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

In this episode, Avanish and Umesh discuss:Uniphore's founding story in 2008 and evolution from conversational AI applications to an end-to-end Business AI Cloud platform serving 2,000+ customers including Fortune 500 enterprisesThe pivotal moment when two of Uniphore's largest customers (10% of revenue) warned their contracts might expire unless Uniphore opened up their platform for customer-built AI agentsHow platform necessity emerged from scale—running out of data scientists to manually fine-tune models for each customer led to building automated platform toolingThe "open-heart surgery" transformation: shifting from selling business outcomes to line-of-business buyers to serving CIOs and developers, requiring wholesale DNA changes across engineering, product, sales, and marketingWhy platform and ecosystem strategies are inseparable: "A platform is really not a platform until other people are building things on it"The M&A strategy for platform companies: narrower aperture requiring 100% architectural alignment, but instant unlocks when acquisitions fit the single-codebase platform architectureThree frameworks for platform success: maintain paranoia about whether you're a feature/product/company, surround yourself with "system thinkers," and stay intensely close to customersThe "five-by-five" metric for measuring platform adoption: five large enterprises and five GSIs using the platform as their weekly "factory" for fine-tuning models and building agents, requiring simplified user experience for non-technical business users Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits and educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow.  From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase.  Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early to mid-stage startups in Silicon Valley. About UmeshUmesh Sachdev is the CEO and Co-founder of Uniphore, one of the largest AI-native, multimodal enterprise-class SaaS companies in the world.  Sparked by his vision and focus to use AI technology to bridge the gap between humans and machines, today Umesh is recognized as an enterprise AI pioneer, bringing knowledge AI, generative AI and emotion AI into a single platform, allowing customers to harness AI's powerful capabilities across voice, video and text-based applications.  Known for his grit as a leader, his passion for customers and his deep understanding of technology, he is called upon to guide some of the world's largest brands through their digital transformation. Umesh's strong portfolio of patents serves as a testament to his innovative thinking and commitment to advancing AI technology.As an international business leader, Umesh has been recognized with many awards including ‘40 under 40' Bright Young Business Leaders in the Economic Times, ‘Next Generation Leader' by Time Magazine, and previously, as an ‘Innovator Under 35' by MIT Tech Review.  Umesh is an alumnus of Jaypee Institute of Information Technology and an accomplished speaker and highly sought-after presenter. About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale.  Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years.  Learn more at www.tidemarkcap.com.Follow our host, Avanish SahaiLearn more about Tidemark

In this episode of Partnerships Unraveled, we dive deep into what it takes to build a channel engine that scales intelligently. Bryce Grow, VP of Americas Channel at SentinelOne, joins us to share a fresh perspective shaped by her shift from direct sales to channel leadership.Bryce unpacks the mindset shift required to succeed in indirect sales and reveals how her team cut their partner base by more than half, while increasing impact. From building trust with internal sales teams to defining partner value through 30+ real-time KPIs, Bryce walks us through the strategies that drive alignment and accountability across SentinelOne's partner ecosystem.We explore:The underestimated importance of internal stakeholder buy-inWhy fewer, deeper partnerships often outperform “going wide”How AI and data are shaping the next era of partner scoringThe balance of harmony and fairness across GSIs, MSPs, VARs, and cloud alliancesWhat it means to “earn” partner incumbency in today's competitive marketIf you've ever had to drive results through others, inside and outside your company, this episode is for you.Connect with Bryce: https://www.linkedin.com/in/bryce-grow/_________________________Learn more about Channext

In this episode of Partnerships Unraveled, we dive deep with Jeff Skeldon, Head of Go-To-Market at ArmorCode, to explore the full spectrum of building and managing a channel-centric revenue engine.Jeff shares his decades of wisdom on navigating timing, trust, and transparency in partner ecosystems, and why true commitment, not convenience, defines successful channel strategy.Here's what we cover in this conversation:- We discussed the critical indicators founders should watch for before diving into the channel, and why product-market fit must come first.- Jeff highlighted the importance of customer success as the foundation for economic success in the channel.- What was mentioned about GSIs, VARs, and MSPs clarified how each route to market demands distinct strategy, expectations, and investment.- We explored the “pursuit team” model, revealing how cross-functional collaboration creates pipeline, accelerates trust, and drives go-to-market alignment.Whether you're testing the waters or steering a global program, this episode is packed with real-world insights for channel professionals at every level.Connect with Jeff: https://www.linkedin.com/in/jeff-skeldon/_________________________Learn more about Channext

In this episode of Partnerships Unraveled, we sit down with Addie Finch, VP of Channels, Americas at Cato Networks, whose journey from TV news anchor to channel leader offers a masterclass in the power of messaging and relationship-driven strategy.Addie shares how her background in broadcast journalism gave her an edge in distilling complex solutions into clear, compelling narratives, a skill that's now central to how Cato communicates its unique position in the SASE market. We explore the importance of short-form messaging, persona-based enablement, and the critical difference between partner satisfaction and partner success.She also opens up about architecting a broad channel strategy that spans MSPs, VARs, GSIs, sub-agents, and more, as well as how Cato tailors its support to each route to market. From walking away from deals to protect partner trust, to redefining what “agility” means in a high-scale channel, this episode is packed with insights on leading with integrity, clarity, and speed.If you're designing channel strategies for scale or wrestling with how to earn and keep partner trust, this one is not to be missedConnect with Addie: https://www.linkedin.com/in/addiebfinch/_________________________Learn more about Channext

“This is a liberating moment for us—and for the enterprises we serve. We're combining forces to scale fast and deliver smarter CX solutions.” — Chris Marr, Pronetx Live from Enterprise Connect, Chris Marr and Yasser El-Haggan of Pronetx joined us for a special Technology Reseller News podcast to share big news: the merger of two AWS customer experience (CX) powerhouses—Pronetx and VT Team—to create a stronger, faster, and more specialized Amazon Connect services firm. AWS-Certified, Cloud-Focused, and Ready to Scale Pronetx, an AWS Service Delivery Partner specializing in Amazon Connect, helps customers—including Fortune 25 companies and federal agencies—migrate contact centers to the cloud and unlock the full potential of AWS technologies, including generative AI, chatbots, case management, and advanced analytics. “Many customers think they're on the cloud—but they're not truly leveraging it,” said El-Haggan. “We help them do more with their AWS investment.” With the merger, Pronetx is not only growing in capacity—it's expanding its focus. Together, the combined team will accelerate software development, build tools for CX teams, and help enterprises infuse generative AI into both front-end and back-office operations. A Boutique Partner, Backed by Deep Tech Expertise Unlike broad SIs, Pronetx operates as a boutique CX firm focused solely on Amazon Connect—a strategy that enables deeper specialization and faster time-to-value. “We're not generalists. We're laser-focused on customer experience, and that's what makes us an ideal partner—for enterprises and for SIs and GSIs,” said Marr. As one of AWS's launch partners for Amazon Q, Pronetx has already begun helping customers use agentic AI and natural language processing to deliver more intelligent, efficient, and personalized support. CX Trends, Real-Time Data, and GenAI Readiness One theme echoed throughout the podcast: AI won't work without great data. Marr emphasized that with the merger, the team now has expanded capability to understand, organize, and apply customer data to maximize GenAI performance. “It's impossible to succeed with GenAI without understanding your customer data. This merger gives us the team to do that at scale,” he added. With CX trends evolving fast—and customer expectations even faster—Pronetx is positioning itself as a partner of choice for cloud-first transformation. A Platform Built on Experience The announcement comes on the eighth anniversary of Amazon Connect, launched at Enterprise Connect 2017. El-Haggan, who helped lead that launch while at AWS, noted the full-circle moment. “Amazon Connect was born right here eight years ago. Now, we're taking it even further with this merger.” Learn More Visit pronetx.com

Manish Ballal is a GTM and Sales leader with over a decade of experience in the automation space. He is currently leading Generative AI initiatives at Amazon Web Services (AWS). He brings a wealth of experience from both large global technology companies and startups. Previously, he held leadership roles at major GSIs and had a significant tenure at Automation Anywhere. In this episode, we discuss: - Automation evolution - Enterprise deployments - Specific use cases - Challenges with security, AI agents - Process-first approach - Vertical Agents More information and Links: Connect with Manish: Linkedin.com/in/manishballal/ Visit Nandan on the web at nandan.info

In this episode of Partnerships Unraveled, we sit down with Torben Sebens, a veteran of the IT industry with over three decades of experience spanning engineering, sales, and partner ecosystems. Torben shares his expert insights on how the channel landscape has transformed and the critical role that partners play in today's fast-evolving technology space.Key topics we dive into:- The evolving value of partners in bridging technological innovation with client needs.- The rise of hyperscalers and their impact on traditional partner roles.- How global systems integrators (GSIs) are reshaping enterprise IT strategies.- The game-changing potential of AI and how it opens new opportunities for channel innovation.- Best practices for fostering collaboration and reducing channel conflict.Torben's unique perspectives, drawn from his deep engineering roots and sales leadership, make this a must-watch for channel professionals, partner marketers, and anyone looking to navigate the complexities of today's partner ecosystem.Tune in for actionable advice, thought-provoking stories, and strategies to enhance partner engagement and drive success in the channel.Connect with Torben: https://fr.linkedin.com/in/torben-sebens-8a8158_________________________Learn more about Channext

In the latest episode of the podcast “Changing Channels,” host Larry Walsh spoke with Trevor Vickery, the vice president and general manager of Intel's global partners and support organization, about the concept of the "Siliconomy" – or the Silicon Economy – and how semiconductors are driving a new wave of innovation and opportunity. The Siliconomy, a term coined by Intel, refers to the ubiquity of semiconductors in our digitally connected world. As Vickery explained, the need for compute power is growing exponentially, with the market expected to reach a trillion dollars in the next few years. This growth is driven by the increasing demand for connected devices and the need to modernize cities to accommodate the growing urban population. Intel sees its role in the Siliconomy as not only a supplier of technology but also as a key player in diversifying the semiconductor supply chain. The company is investing in expanding its manufacturing capacity in the U.S., Asia-Pacific, and Europe to ensure a more resilient and diverse supply chain. The conversation also touched on the importance of partnerships in the Silicon Economy. Vickery emphasized that no one company can go at it alone and that partnerships are critical to building solutions that meet the needs of customers. He highlighted Intel's Partner Alliance program as a mechanism for scaling these partnerships and bringing together ISVs, GSIs, and other partners to co-engineer solutions. When asked about the potential for new types of partners to emerge in the Siliconomy, Vickery acknowledged that Intel may need to get closer to the end consumers of technology to understand their unique use cases and workloads. However, he also stressed the importance of scale and the need for open standards to ensure that solutions can be easily deployed and run anywhere. Looking ahead, Vickery outlined Intel's agenda for facilitating the vision of the Siliconomy. He emphasized the need to work more closely with partners to develop the ecosystem, co-engineer solutions, and innovate on both the technology and business model side. As the world becomes increasingly digitally connected, the Siliconomy is poised to drive significant growth and opportunity. With partnerships and innovation at the forefront, companies like Intel are working to ensure that the infrastructure and solutions are in place to support this growth and drive the next wave of technological advancement.

Headlines: 17 Filipino seafarers hostaged by Houthi rebels, safe | P3.47 Billion Christmas Cash Gift, to be released by GSIS to pensioners | Couple who won in the lottery, gave out their money.You can also listen with Tagalog transcript and English translations here: https://www.tagalog.com/podcast/play.php?podcast_id=224Listen to all our transcribed episodes here: https://www.tagalog.com/podcast/

Picture this - the traditional transactional business model gradually making way for a dynamic, ecosystem-based SaaS landscape. Intriguing, isn't it? Our guest, Rob Spee, SVP of Channel and Alliances at Beyond Trust, and I delve into this transformative process, revealing the challenges, the necessary shifts in mindset, expectations, and language, and the pivotal role partners play in this transition. Rob's insights, drawn from his extensive experience in the channel world, shed light on the evolution of partnerships and their significance in the SaaS transformation. Channel strategy is not simply a buzzword but the backbone of this transformation. This episode uncovers how different partner types - from small resellers and distributors to boutique delivery partners and GSIs- orchestrate to contribute to this shift. We discuss how to streamline this transition for partners, with an emphasis on the customization of their experience based on their specific business models. And it doesn't stop there - we delve into the complexities of formulating unified compensation plans for sales and partner teams. Aligning partner interests with organizational goals and incentivizing right behavior is key, as Rob rightly points out. Trust me, you wouldn't want to miss Rob's valuable insights and experiences! So tune in, and let's navigate the SaaS landscape together._________________________Connect with the podcast hosts

In this episode of Tech Sales Insights, host Randy Seidl is joined by Kevin Purcell, a seasoned expert in selling to and with Global System Integrators (GSIs), and the Head of Global Strategic Partnerships at Hitachi Vantara. They explore the significance of GSIs in the tech industry, share valuable insights on how to effectively collaborate with these complex organizations, and offer practical strategies for companies of all sizes to leverage GSIs in their go-to-market approachKEY TAKEAWAYSUnderstanding GSIs: GSIs, or Global System Integrators, play a critical role in the IT industry, driving approximately 10% of the total market revenue. They work closely with enterprises to shape their digital transformation journeys.Investment in GSIs: To succeed with GSIs, companies must be prepared to make significant monetary and resource investments. The key is to pick the right GSI partner willing to collaborate and invest in a mutually beneficial partnership.Go-to-Market Strategies: Companies can achieve success with GSIs by focusing on specific niche areas or industry verticals. It's essential to establish relationships with senior personnel within the GSIs, align goals with their interests, and create joint offerings that add value to both parties.Executive Sponsorship: Building a strong relationship with an executive sponsor within the GSI can open doors to significant opportunities. These sponsors often have industry experience and connections that can benefit both companies.Building a GSI Team: Companies should assemble a team of experienced professionals who understand the complexities of working with GSIs. These team members should have global experience, industry knowledge, and the ability to build meaningful relationships.QUOTES"If you're not including GSIs in your indirect channel strategy, you might be missing out on a significant portion of the market opportunity.""Pick one GSI, make it successful, and then build from there.""Executive sponsors within GSIs can help advance your career within that organization by bringing revenue and value.""Investing in GSIs requires significant monetary and resource commitments, but the rewards can be substantial.""Understanding the unique persona within GSIs is crucial to building successful relationships."Find out more about Kevin Purcell through the links below:Greg Casale: https://www.linkedin.com/in/kevinpurcelllinkedin/This episode of Tech Sales Insights is brought to you by:Sales Community: https://www.salescommunity.com/Sandler: https://www.sandler.com/

BUSINESS: Buying spree boosts GSIS' Metro Pac stake | September 6, 2023Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google's messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company's focus on solutions, contrasts its strategy to the typically disjointed services we've seen from AWS over the past decade. Google also showed off an expanded ecosystem of GSIs and smaller CSPs, encouraging the broad use of Google's kit globally. While Google remains a distant third in the Iaas/PaaS race, with revenue one-fifth the size of AWS, it is playing the long game and betting the house on AI as a catalyst to its cloud future.In this Breaking Analysis we unpack the key takeaways from Google Cloud Next with Rob Strechay and George Gilbert. We'll share ETR data that positions Google's AI relative to other leaders and we'll contrast Google's data-centric strategy with traditional architectural models. Google Cloud Next Keynotes:https://cloud.withgoogle.com/nextAI shapes the narrative for Google Cloud Nexthttps://siliconangle.com/2023/08/29/old-new-ai-shapes-narrative-google-cloud-next/AnalystANGLE on theCUBE:https://www.youtube.com/watch?v=eHSOKi9yI50Day 2 Keynote Analysis:https://www.youtube.com/watch?v=mMw2Gv4UeAEAnalyst Angle:https://www.youtube.com/watch?v=VCvTYHrWEKY

BUSINESS: GSIS net income up nearly 2,000% in H1 | August 19, 2023Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

Tercera is the leading growth private equity firm in the composable space, providing growth capital to systems integrators (including Orium). Think of Tercera as a VC but exclusively for growing SIs. In this episode, Bill and Michelle explain what they look for when making investments in SIs, how investment banking differs from private equity, consolidation within the SI ecosystem and more. Jason provides great context on the role that SIs play, why they took on growth equity from Tercera, and how he expects the SI space to evolve over time. - 1:35: What systems integrators are, the role they play in our ecosystem, etc. from an ISV standpoint - 03:17: Introducing our guests - 06:16: Explaining Terms: SI, GSI, agency and where Orium fits - 08:27: The Tercera business model, investment decisions - 12:45: What is an investment banker? - 14:02: Why do SIs build IP when they are ultimately paid on billable hours? - 17:37: There are commerce vendors out there who have substantial professional services teams, thereby competing for revenue. Why do they do that, how do you compete against a vendor's own staff? Thoughts on said venders. - 22:25: Evaluating SIs - what are the red flags? - 24:48: How does SI-focused PE differ from more traditional vendor-focused VC? - 29:27: "Real" AI is here. How does it impact business, both today and in the future? - 31:45: What's the decision process around doing in-house, staff aug, having a partner do piece(s) or the whole thing? What type of orgs choose which approach and why? - 34:02: Consolidation in the MACH SI space - why are the GSIs buying up smaller SIs in this market? - 36:32: Closing remarks

In this week's episode of the Microsoft Cloud Executive Enablement Series, Olga Karpman, Chief of Staff Engineering of the Industry Cloud, sits down with Allan Brown, Global Head of Product Microsoft Cloud for Industry, to discuss how Microsoft and its partners are revolutionizing the industry by delivering industry-specific solutions on top of the Microsoft Cloud. As the ISV Product team leader, Allan works closely with a prioritized set of Industry ISVs to ensure that clients can derive maximum value from their investments in technology. Partners who tune in will gain valuable insights into how Microsoft and its partners collaborate to accelerate client time to value by leveraging their combined strengths. This episode is a must-watch for anyone looking to stay ahead of the game in the industry. In This Episode You Will Learn: How Microsoft is building specific industry-focused services to accelerate time to value Three engagement patterns to frame the way we work with ISVs How to partner with Microsoft and what to consider when working with Industry ISVs. Some Questions We Ask: Why is partnering with GSIs crucial to our customers and Microsoft Cloud? How do you determine a partner's shift across Microsoft's core cloud solutions? Can you explain the Partner Solution Journey Map and how it will help our future partners? Resources: View Allan Brown on LinkedIn View Olga Karpman on LinkedIn Watch the full video episode on YouTubeDiscover and follow other Microsoft podcasts at microsoft.com/podcasts Download the Transcript Hosted on Acast. See acast.com/privacy for more information.

In this episode of GSIS, Jordan STARES FEAR IN THE EYE as he watches the 2000s Guilty Pleasure Reality Series Fear Factor, breaks down what makes a great challenge, and why everything needed OH NO SNAKES AND SPIDERS

On this week's Microsoft Cloud Executive Enablement Series episode, host Kelly Rogan, leader of the Microsoft Global Systems Integrators (GSI) and Advisory business sits down with Julie Sanford, Vice President of Programs & Experiences, on our Global Partner Solutions team. Julie's team leads the end-to-end go-to-market strategy across all programs and capabilities and is a critical partner to our GSIs. In this episode, Kelly and Julie discuss the opportunities they see for partners to grow with Microsoft, the evolution of our programs that will unlock future growth potential, and why we are launching this new enablement series. In This Episode You Will Learn: Current market opportunities and how Microsoft Cloud is growing The importance of Microsoft education and certification Ongoing sponsorships for deeper sales and technical training with your teams Some Questions We Ask: Why is now the time for our GSI partners to lean in with us? What is required to achieve our joint mission? What type of content can our partners expect from this series? Resources: View Julie Sanford on LinkedIn View Kelly Rogan on LinkedIn Watch the full video episode on YouTube Discover and follow other Microsoft podcasts at microsoft.com/podcasts Download the transcript Hosted on Acast. See acast.com/privacy for more information.

References Methods Enzymol. 2009; 457: 425–450 Endocrinology, Volume 155, Issue 5, 1 May 2014, Pages 1653–1666 Am J Physiol Endocrinol Metab. 2008 Dec; 295(6): E1287–E1297 --- Send in a voice message: https://podcasters.spotify.com/pod/show/dr-daniel-j-guerra/message Support this podcast: https://podcasters.spotify.com/pod/show/dr-daniel-j-guerra/support

This is the third of four podcasts that will focus on the value that partners are experiencing from engagements with Palo Alto Networks and its technology. Learn more in PARTNER SECURITY GROWTH AND VALUE: How Partners Are Creating Services Opportunities with Palo Alto Networks an IDC eBook & infographic available on the partner portal now. About the Guests Paul Edwards is the Director of Software Channels & Ecosystems at IDC, where he focuses solely on providing research-based partner strategy advice to top software and cloud suppliers. Within this role, Paul is focused exclusively on providing research-backed guidance to leading ICT vendors on partner strategy in the software market (e.g. applications, application development and deployment, and system infrastructure software), whether on premise or in the cloud. As part of his research, Paul extensively studies vendor and partner dynamics as they relate to and impact channel strategy. This includes analysis of business models and practices in the development, implementation, and management of effective partner strategies across the breadth of partner activities, such as resale, services development, software development, services provisioning, and more. Before coming to IDC, Paul spent a year at Info-Tech Research Group as Director of Research for its vendor research services group, and previously spent 10 years at IDC in a number of key roles focused on providing partner and SMB market guidance to leading ICT firms globally. His industry experience includes a role as Channel Marketing Manager at Compaq Computer, and Associate Editor of Channel Business magazine. Denis Ferrand-Ajchenbaum, SVP Global Business Development & Ecosystems at Exclusive Networks, joined Exclusive with over 30 years of experience in enterprise IT including stints at value-added distributors, resellers, and vendors. As SVP Global Business Development & Ecosystems, he is responsible for maximising the value and global penetration of existing vendor relationships while scouting and acquiring the next generation of Exclusive Networks' trusted digital infrastructure portfolio. Denis is also tasked with driving the strategy for our transactional partners – global system integrators (GSIs) and worldwide reseller network – and non-transactional partners – VCs, educational institutions and international and national bodies. In addition, Denis spearheads the strategy and growth of our innovative subscription platform, X-OD. About Exclusive Networks Exclusive Networks is a trusted cybersecurity specialist addressing these demands with cloud and cybersecurity services. Powered by high-performing technology, supported by an extensive partner ecosystem, delivered by industry-leading talent, and driven by our services 1st ideology. We are leading the way to a data-driven digital future. Learn more about the distributor now. Trusted. Forever relevant.

This is the final of four podcasts that focuses on the value that partners are experiencing from engagements with Palo Alto Networks and its technology. We're back with SVP, Global Business Development & Ecosystems at Exclusive Networks, Denis Ferrand-Ajchenbaum, IDC's Paul Edwards. Learn more in PARTNER SECURITY GROWTH AND VALUE: How Partners Are Creating Services Opportunities with Palo Alto Networks an IDC eBook & infographic available on the partner portal now. About the Guests Paul Edwards is the Director of Software Channels & Ecosystems at IDC, where he focuses solely on providing research-based partner strategy advice to top software and cloud suppliers. Within this role, Paul is focused exclusively on providing research-backed guidance to leading ICT vendors on partner strategy in the software market (e.g. applications, application development and deployment, and system infrastructure software), whether on premise or in the cloud. As part of his research, Paul extensively studies vendor and partner dynamics as they relate to and impact channel strategy. This includes analysis of business models and practices in the development, implementation, and management of effective partner strategies across the breadth of partner activities, such as resale, services development, software development, services provisioning, and more. Before coming to IDC, Paul spent a year at Info-Tech Research Group as Director of Research for its vendor research services group, and previously spent 10 years at IDC in a number of key roles focused on providing partner and SMB market guidance to leading ICT firms globally. His industry experience includes a role as Channel Marketing Manager at Compaq Computer, and Associate Editor of Channel Business magazine. Denis Ferrand-Ajchenbaum, SVP Global Business Development & Ecosystems at Exclusive Networks, joined Exclusive with over 30 years of experience in enterprise IT including stints at value-added distributors, resellers, and vendors. As SVP Global Business Development & Ecosystems, he is responsible for maximising the value and global penetration of existing vendor relationships while scouting and acquiring the next generation of Exclusive Networks' trusted digital infrastructure portfolio. Denis is also tasked with driving the strategy for our transactional partners – global system integrators (GSIs) and worldwide reseller network – and non-transactional partners – VCs, educational institutions and international and national bodies. In addition, Denis spearheads the strategy and growth of our innovative subscription platform, X-OD. About Exclusive Networks Exclusive Networks is a trusted cybersecurity specialist addressing these demands with cloud and cybersecurity services. Powered by high-performing technology, supported by an extensive partner ecosystem, delivered by industry-leading talent, and driven by our services 1st ideology. We are leading the way to a data-driven digital future. Learn more about the distributor now. Trusted. Forever relevant.

Former state auditor Heidi Mendoza explains why congressmen shouldn't include SSS and GSIS contributions in the proposed Maharlika Wealth Fund.

Link to bioRxiv paper: http://biorxiv.org/cgi/content/short/2022.11.29.518315v1?rss=1 Authors: Frorup, C., Gerwig, R., Sondergaard Svane, C. A., Mendes Lopes de Melo, J., Floyel, T., Pociot, F., Kaur, S., Storling, J. Abstract: ObjectiveEndoC-{beta}H5 is a newly established human beta-cell model which may be superior to previous models of native human beta cells. Exposure of beta cells to proinflammatory cytokines is a widely used in vitro model of immune-mediated beta-cell failure in type 1 diabetes and we therefore performed an in-depth characterisation of the effects of cytokines on EndoC-{beta}H5 cells. MethodsThe sensitivity profile of EndoC-{beta}H5 cells to the toxic effects of the pro-inflammatory cytokines interleukin-1{beta} (IL-1{beta}), interferon {gamma} (IFN{gamma}) and tumour necrosis factor- (TNF) was examined in titration and time-course experiments. Cell death was evaluated by caspase 3/7 activity, cytotoxicity, viability, TUNEL assay and immunoblotting. Mitochondrial function was evaluated by extracellular flux technology. Activation of signalling pathways and major histocompatibility complex (MHC) class I expression were examined by immunoblotting, immunofluorescence, and real-time quantitative PCR (qPCR). Glucose-stimulated insulin secretion (GSIS) and cytokine-induced chemokine secretion were measured by ELISA and Meso Scale Discovery multiplexing electrochemiluminescence, respectively. Global gene expression was characterised by stranded RNA sequencing. ResultsCytokines increased caspase activity and cytotoxicity in EndoC-{beta}H5 cells in a time- and dose-dependent manner. The proapoptotic effect of cytokines was primarily driven by IFN{gamma}. Cytokine exposure caused impaired mitochondrial function, diminished GSIS, and induced secretion of chemokines. At the signalling level, cytokines increased the phosphorylation of signal transducer and activator of transcription 1 (STAT1) but not c-jun N-terminal kinase (JNK) and did not cause degradation of nuclear factor of kappa light polypeptide gene enhancer in B-cells inhibitor (I{kappa}B). MHC class I was induced by cytokines. Cytokine exposure caused significant changes to the EndoC-{beta}H5 transcriptome including upregulation of HLA genes, endoplasmic reticulum stress markers, and non-coding RNAs. Among the differentially expressed genes were several type 1 diabetes risk genes. ConclusionsOur study provides detailed insight into the functional and transcriptomic effects of cytokines on EndoC-{beta}H5 cells. This knowledge will be helpful for future investigations studying cytokine effects in this cell model. Copy rights belong to original authors. Visit the link for more info Podcast created by Paper Player, LLC

Why does “networking” get such a bad rap? This week's guest, Matt McRoberts, SVP of Global Alliances at Braze — one of our favorite partners at one of our favorite platforms — explores why too many of us are “fair-weather networkers,” leveraging our contacts only when we need something. Matt shares a better, more consistent approach — cultivating and connecting with our professional communities and customers digitally and in person aiming for authentic, win-win relationships. Matt is one of the OG Braze employees — starting way back when Braze was still Appboy — and has watched the platform grow into a publicly-traded company and a leading provider of automated and personalized omnichannel messaging. In his role, Matt oversees the ecosystem strategy at Braze focusing on technology integrations, regional reselling, and channel development as well as partnerships with MSPs including GSIs, consultancies, and agencies. All of the above is ultimately about relationships — with customers and your professional network — and Matt is here to demonstrate how great relationships are forged and nurtured over time.Topics Discussed:How Braze is changing in the coming monthsWhat it means to be a CRMMatt's favorite Braze client success storiesProviding value to networks in good times and badKey messaging and engagement that customers and fans expect from brands 

Exclusive Networks has joined forces with security leaders in calling on the industry to take global action in a bid to end the recruitment crisis in cybersecurity, which is currently faced with an estimated shortfall of 2.7 million professionals. The Paris-headquartered global cybersecurity specialist is one of the founding partners supporting an initiative launched today by investment and advisory firm NightDragon and Next Gen Cyber Talent, a non-profit cyber education provider, to raise $1 million to fund cybersecurity courses for students in the US from diverse and disadvantaged backgrounds. Exclusive will be lending its experience and expertise to the campaign having recently established a partnership with California Polytechnic State University, opening an office on campus and currently sponsoring 12 students, 9 of which are already progressing through their security certification training assignments, delivered by Exclusive and its partners. All are expected to go on to full-time roles in the industry after completing their education. On the international front, Exclusive has partnered with Guardia in Europe to launch the first private cybersecurity academy in France where it will help in the development of course content as well as providing mentoring and internship opportunities for students. Exclusive has also recently become and advisory member of the Cyber Security Coalition in Belgium, a partnership between academia, public authorities and the private sector to share specialist expertise, knowledge and information in the fight against cybercrime. We speak with Jesper Trolle, CEO and Denis Ferrand-Ajchenbaum, Executive Board Member & SVP of Exclusive Networks to discuss the cybersecurity talent challenge and the company's involvement. Jesper is a vastly accomplished entrepreneurial channel business leader who joined Exclusive Networks as CEO in September 2020. Since starting out in his native Denmark building successful reseller and distribution businesses, Jesper has amassed almost three decades of executive experience and worked around the world at the head of multi-billion-dollar VAD organisations. He was President of the Americas for ECS Arrow prior to joining Exclusive and holds an MBA from the Henley Business School. Denis joined Exclusive with over 30 years of experience in enterprise IT including stints at value-added distributors, resellers, and vendors. As an Executive Board Member and SVP Global Business Development & Ecosystems, he is responsible for maximising the value and global penetration of existing vendor relationships while scouting and acquiring the next generation of Exclusive Networks' trusted digital infrastructure portfolio. Denis is also tasked with driving the strategy for our transactional partners – global system integrators (GSIs) and worldwide reseller network – and non-transactional partners – VCs, educational institutions and international and national bodies. In addition, Denis spearheads the strategy and growth of our innovative subscription platform, X-OD. #cybersecurity #exclusivenetworks #skills #cyberawareness

About VenkatVenkat Venkataramani is CEO and co-founder of Rockset. In his role, Venkat helps organizations build, grow and compete with data by making real-time analytics accessible to developers and data teams everywhere. Prior to founding Rockset in 2016, he was an Engineering Director for the Facebook infrastructure team that managed online data services for 1.5 billion users. These systems scaled 1000x during Venkat's eight years at Facebook, serving five billion queries per second at single-digit millisecond latency and five 9's of reliability. Venkat and his team also created and contributed to many noted data technologies and open-source projects, including Facebook's TAO distributed data store, RocksDB, Memcached, MySQL, MongoRocks, and others. Prior to Facebook, Venkat worked on tools to make the Oracle database easier to manage. He has a master's in computer science from the University of Wisconsin-Madison, and bachelor's in computer science from the National Institute of Technology, Tiruchirappalli.Links Referenced: Company website: https://rockset.com Company blog: https://rockset.com/blog TranscriptAnnouncer: Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at The Duckbill Group, Corey Quinn. This weekly show features conversations with people doing interesting work in the world of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles for which Corey refuses to apologize. This is Screaming in the Cloud.Corey: This episode is sponsored by our friends at Revelo. Revelo is the Spanish word of the day, and its spelled R-E-V-E-L-O. It means “I reveal.” Now, have you tried to hire an engineer lately? I assure you it is significantly harder than it sounds. One of the things that Revelo has recognized is something I've been talking about for a while, specifically that while talent is evenly distributed, opportunity is absolutely not. They're exposing a new talent pool to, basically, those of us without a presence in Latin America via their platform. It's the largest tech talent marketplace in Latin America with over a million engineers in their network, which includes—but isn't limited to—talent in Mexico, Costa Rica, Brazil, and Argentina. Now, not only do they wind up spreading all of their talent on English ability, as well as you know, their engineering skills, but they go significantly beyond that. Some of the folks on their platform are hands down the most talented engineers that I've ever spoken to. Let's also not forget that Latin America has high time zone overlap with what we have here in the United States, so you can hire full-time remote engineers who share most of the workday as your team. It's an end-to-end talent service, so you can find and hire engineers in Central and South America without having to worry about, frankly, the colossal pain of cross-border payroll and benefits and compliance because Revelo handles all of it. If you're hiring engineers, check out revelo.io/screaming to get 20% off your first three months. That's R-E-V-E-L-O dot I-O slash screaming.Corey: This episode is sponsored in part by LaunchDarkly. Take a look at what it takes to get your code into production. I'm going to just guess that it's awful because it's always awful. No one loves their deployment process. What if launching new features didn't require you to do a full-on code and possibly infrastructure deploy? What if you could test on a small subset of users and then roll it back immediately if results aren't what you expect? LaunchDarkly does exactly this. To learn more, visit launchdarkly.com and tell them Corey sent you, and watch for the wince.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn. Today's promoted guest episode is one of those questions I really like to ask because it can often come across as incredibly, well, direct, which is one of the things I love doing. In this case, the question that I am asking is, when you look around at the list of colossal blunders that people make in the course of careers in technology and the rest, it's one of the most common is, “Oh, yeah. I don't like the way that this thing works, so I'm going to build my own database.” That is the siren call to engineers, and it is often the prelude to horrifying disasters. Today, my guest is Venkat Venkataramani, co-founder and CEO at Rockset. Venkat, thank you for joining me.Venkat: Thanks for having me, Corey. It's a pleasure to be here.Corey: So, it is easy for me to sit here in my beautiful ivory tower that is crumbling down around me and use my favorite slash the best database imaginable, which is TXT records shoved into Route 53. Now, there are certainly better databases than that for most use cases. Almost anything really, to be honest with you, because that is a terrifying pattern; good joke, terrible practice. What is Rockset as we look at the broad landscape of things that store data?Venkat: Rockset is a real-time analytics platform built for the cloud. Let me break that down a little bit, right? I think it's a very good question when you say does the world really need another database? Don't we have enough already? SQL databases, NoSQL databases, warehouses, and lake houses now.So, if you really break it down, the first digital transformation that happened in the '80s was when people actually retired pen and paper records and started using a relational database to actually manage their business records and what have you instead of ledgers and books and what have you. And that was the first digital transformation. That was—and Oracle called the rows in a table ‘records' for a reason. They're called records to this date. And then, you know, 20 years later, when all businesses were doing system of record and transactions and transactional databases, then analytics was born, right?This was, like, the whole reason why I wanted to make better data-driven business decisions, and BI was born, warehouses and data lakes started becoming more and more mainstream. And there was really a second category of database management systems because the first category it was very good at to be a system of record, but not really good at complex analytics that businesses are asking to be able to guide their decisions. Fast-forward 20 years from then, the nature of applications are changing. The world is going from batch to real-time, your data never stops coming, advent of Apache Kafka and technologies like that, 5G, IoTs, data is coming from all sorts of nooks and corners within an enterprise, and now customers in enterprises are acquiring the data in real-time at a scale that the world has never seen before.Now, how do you get analytics out of that? And then if you look at the database market—entire market—there are still only two large categories of databases: OLTP databases for transaction processing, and warehouses and data lakes for batch analytics. Now suddenly, you need the speed of OLTP at the scale of batch, right, in terms of, like, complexity of compute, complexity of storage. So, that is really why we thought the data management space needs that third leg, and we call it real-time analytics platform or real-time analytics processing. And this is where the data never stops coming; the queries never stopped coming.You need the speed and the scale, and it's about time we innovate and solve the problem well because in 2015, 2016, when I was researching for this, every company that was looking to solve build applications that were real-time applications was building a custom Rube Goldberg machine of sorts. And it was insanely complex, it was insanely expensive. Fast-forward now, you can build a real-time application in a matter of hours with the simplicity of the cloud using Rockset.Corey: There's a lot to be said that the way we used to do things after the first transformation and we got into the world of batch processing, where—in the days of punch cards, which was a bit before my time and I believe yours as well—where they would drop them off and then the next day, or two days, they would come back later after the run, they would get the results only to figure out syntax error because you put the wrong card first or something like that. And it was maddening. In time, that got better, but still, nightly runs have become a thing to the point where even now, by default, if you wind up looking at the typical timing of a default Linux install, for example, you see that in the middle of the night is when a bunch of things will rotate when various cleanup jobs get done, et cetera, et cetera. And that seemed like a weird direction to go in. One of the most famous Google April Fools Day jokes was when they put out their white paper on MapReduce.And then Yahoo fell for it hook, line, and sinker, built out Hadoop, and we've been stuck with this idea of performing these big query jobs on top of existing giant piles of data, where ideally, you can measure it with a wall clock; in practice, you often measure the calendar in some cases. And as the world continues to evolve, being able to do streaming processing and understand in real-time what is going on, is unlocking different approaches, at least by all accounts. Do you have an example you can give me of a problem that real-time analytics solves for a customer? Because I can sit here and talk all day about how things might theoretically work, but I have to get out of my Route 53-based ivory tower over here, what are customers seeing?Venkat: That's a great question. And I want one hundred percent agree. I think Google did build MapReduce, and I think it's a very nice continuation of what happened there and what is happening in the world now. And built MapReduce and they quickly realized re-indexing the whole world [laugh] every night, as the size of the internet is exploding is a bad idea. And you know how Google index is now? They do real-time indexing.That is how they index the wor—you know, web. And they look for the changes that are happening in the internet, and they only index the changes. And that is exactly the same principle behind—one of the core principles behind Rockset's real-time analytics platform. So, what is the customer story? So, let me give you one of my favorite ones.So, the world's number one or number two buy now, pay later company, they have hundreds of millions of users, they have 300,000-plus merchants, they operate in, like, maybe 100-plus countries, so many different payment methods, you can imagine the complexity. At any given point in time, some part of the product is broken, well, Apple Pay stopped working in Switzerland for this e-commerce merchant. Oh God, like, we got to first detect that. Forget even debugging and figuring out what happened and having an incident response team. So, what did they do as they scale the number of payments processed in the system across the world—it's, like, in millions; first, it was millions in the day, and there was millions in an hour—so like everybody else, they built a batch-based system.So, they would accumulate all these payment records, and every six hours—so initially, it was a day, and then afterwards, you know, you try to see how far I can push it, and they couldn't push it beyond every six hours. Every six hours, some batch job would come and process through all the payments that happened, have some statistical models to detect, hey, here are some of the things that you might want to double-click and follow up on. And as they were scaling, the batch job that they will kick off every six hours was starting to take more than six hours. So, you can see how the story goes. Now, fast-forward, they came to us and say—it's almost like Rockset has, like, a big red button that says, “Real-time this.”And then they kind of like, “Can you make this real-time? Because not only that we are losing millions of potential revenue dollars in a year because something stops working and we're not processing payments, and we don't find out about that up to, like, three hours later, five hours later, six hours later, but our merchants are also very unhappy. We are also not able to protect our customers' business because that is all we are about.” And so fast-forward, they use Rockset, and simply using SQL now they have all the metrics and statistical computation that they want to do, happens in real-time, that are accurate up to the second. All of their anomaly detectors run every minute and the anomaly detectors take, like, hundreds of milliseconds to run.And so, now they've cut down the business observability, I would say. It's not metrics and machine observability is actually the—you know, they have now business observability in real-time. And that not only actually saves them a lot of potential revenue loss from downtimes, that's also allowing them to build a better product and give their customers a better experience because they are now telling their merchants and their customers that something is not working in some part of your e-commerce footprint before even the customers notice that something is wrong. And that allows them to build a better product and a better customer experience than their competitors. So, this is a very real-world example of why companies and enterprises are moving from batch to real-time.Corey: With the stories that you, and frankly, a lot of other data analytics companies tend to fall back on all the time has been stories of the ones you're telling, where you're talking about the largest buy now, pay later lender, for example. These are companies operating at massive scale who have tremendous existing transaction volume, and they're built out already. That's great, but then I wanted to try to cut to the truth of some of these things. And when I visit your pricing page at Rockset, it doesn't have what I would expect if that were the only use case. And what that would be is, “Great. Call here to conta—open up a sales quote, and we'll talk to you et cetera, et cetera, et cetera.”And the answer then is, “Okay, I know it's going to have at least two commas in it, ideally, not three, but okay, great.” Instead, you have a free tier where it's, “Hey, we'll give you a pile of credits, here's some limits on our free account, et cetera, et cetera.” Great. That is awesome. So, it tells me that there is a use case here for folks who have not already, on some level, made a good show of starting the process of conquering the world.Rather, someone with an idea some evening at two in the morning can wind up diving in and getting started. What is the Twitter for Pets, in my garage, spare-time side project story for using something like Rockset? What problem will I have as I wind up building those things out, when I don't have any user traffic or data yet, but I want to, you know for once in my life, do the smart thing in advance rather than building an impressive tower of technical debt?Venkat: That is the first thing we built, by the way. When we finish our product, the first thing we built was self-service. The first thing we built was a free forever tier, which has certain limits because somebody has to pay the bill, right? And then we also have compute instances that are very, very affordable that cost you, like, approximately $1 a day. And so, we built all of that because real-time analytics is not a need that only, like, the large-scale companies have. And I'll give you a very, very simple example.Let's say you're building a game, it's a mobile game. You can use Amazon DynamoDB and use AWS Lambdas and have a serverless stack and, like, you're really only paying… you're kind of keeping your footprint very, very small, and you're able to build a very lively game and see if it gets [wider 00:12:16], and it's growing. And once it grows, you can have all the big company scaling problems. But in the early days, you're just getting started. Now, if you think about DynamoDB and Lambdas and whatnot, you can build almost every part of the game except probably the leaderboard.So, how do I build a leaderboard when thousands of people are playing and all of their individual gameplays and scores and everything is just another simple record in DynamoDB. It's all serverless. But DynamoDB doesn't give me a SQL SELECT *, order by score, limit 100, distinct by the same player. No, this is a analytical question, and it has to be updated in real-time, otherwise, you really don't have this thing where I just finished playing. I go to the leaderboard, and within a second or two, if it doesn't update, you kind of lose people along the way. So, this is one of actually a very popular use case, when the scale is much smaller, which is, like, Rockset augments NoSQL database like a Dynamo or a Mongo where you can continue to use that for—or even a Postgres or MySQL for that case where you can use that as your system of record and keep it small, but cover all of your compute-heavy and analytical parts of your application with Rockset.So, it's almost like kind of a CQRS pattern where you use your OLTP database as your system of record, you connect Rockset to it, and so—Rockset comes in with built-in connectors, by the way, so you don't have to write a single line of code for your inserts and updates and deletes in your transactional database to get reflected in Rockset within one to two seconds. And so now, all of a sudden you have a fully indexed, fast SQL replica of your transactional database that on which you can do all sorts of analytical queries and that's fully isolated with your transactional database. So, this is the pattern that I'm talking about. The mobile leaderboard is an example of that pattern where it comes in very handy. But you can imagine almost everybody building some kind of an application has certain parts of it that is very analytical in nature. And by augmenting your transactional database with Rockset, you can have your cake and eat it too.Corey: One of the challenges I think that at least I've run into when it comes to working with data—and let's be clear, I tend to deal with data in relatively small volumes, mostly. The stuff that's significantly large, like, oh, I don't know, AWS bills from large organizations, the format of those is mostly predefined. When I'm building something out, we're using, I don't know, DynamoDB or being dangerous with SQLite or whatnot, invariably I find that even at small-scale, I paint myself into a corner by data model design or how I wind up structuring access or the rest, and the thing that I'm doing that makes perfect sense today winds up being incredibly challenging to change later. And I still, in production and have a DynamoDB table that has the word ‘test' in its name because of course I do.It's not a great place to find yourself in some cases. And I'm curious as to what you've seen, as you've been building this out and watching customers, especially ones who already had significant datasets as they move to you. Do you have any guidance around how to avoid falling down that particular well?Venkat: I will say a lot of the complexity in this world is by solving the right problems using the wrong tool, or by solving the right problem on the wrong part of the stack. I'll unpack this a little bit, right? So, when your patterns change, your application is getting more complex, it is demanding more things, that doesn't necessarily mean the first part of the application you build—and let's say DynamoDB was your solution for that—was the wrong choice. That is the right choice, but now you're expanded the scope of your application and the demand that you have on your backend transactional database. And now you have to ask the question, now in the expanded scope, which ones are still more of the same category of things on why I chose Dynamo and which ones are actually not at all?And so, instead of going and abusing the GSIs and other really complex and expensive indexing options and whatnot, that Dynamo, you know, has built, and has all sorts of limitations, instead of that, what do I really need and what is the best tool for the job, right? What is the best system for that? And how do I augment? And how do I manage these things? And this goes to the first thing I said, which is, like, this tremendous complexity when you start to build a Rube Goldberg machine of sorts.Okay, now, I'm going to start making changes to Dynamo. Oh, God, like, how do I pick up all of those things and not miss a single record? Now, replicate that to another second system that is going to be search-centric or reporting-centric, and do I have to rethink this once in a while? Do I have to build and manage these pipelines? And suddenly, instead of going from one system to two system, you actually end up going from one system to, like, four different things that with all the pipes and tubes going into the middle.And so, this is what we really observed. And so, when you come in to Rockset and you point us at your DynamoDB table, you don't write a single line of code, and Rockset will automatically scan your Dynamo tables, move that into Rockset, and in real-time, your changes, insert, updates, deletes to Dynamo will be reflected in Rockset. And this is all using Dynamo Streams API, Dynamo Scan API, and whatnot, behind the scenes. And this just gives you an example of if you use the right tool for the job here, when suddenly your application is demanding analytical queries on Dynamo, and you do the right research and find the right tool, your complexity doesn't explode at all, and you can still, again, continue to use Dynamo for what it is very, very good at while augmenting that with a system built for analytics with full-featured SQL and other capabilities that I can talk about, for the parts of your application for which Dynamo is not a good fit. And so, if you use the right tool for the job, you should be in very good place.The other thing is part about this wrong part of the stack. I'll give a very kind of naive example, and then maybe you can extrapolate that to, like, other patterns on how people could—you know, accidental complexities the worst. So, let's just say you need to implement access control on your data. Let's say the best place to implement access control is at the database level, just happens to be that is the right thing. But this database that I picked, doesn't really have role-based access control or what have you, it doesn't really give me all the security features to be able to protect the data the way I want it.So, then what I'm going to do is, I'm going to go look at all the places that is actually having business logic and querying the database and I'm going to put a whole bunch of permission management and roles and privileges, and you can just see how that will be so error-prone, so hard to maintain, and it will be impossible to scale. And this is what is the worst form of accidental complexity because if you had just looked at it that one week or two weeks, how do I get something out, or the database I picked doesn't have it, and then the two weeks, you feel like you made some progress by, kind of like, putting some duct tape if conditions on all the access paths. But now, [laugh] you've just painted yourself into a really, really bad corner.And so, this is another variation of the same problem where you end up solving the right problems in the wrong part of the stack, and that just introduces tremendous amount of accidental complexity. And so, I think yeah, both of these are the common pitfalls that I think people make. I think it's easy to avoid them. I would say there's so much research, there's so much content, and if you know how to search for these things, they're available in the internet. It's a beautiful place. [laugh]. But I guess you have to know how to search for these things. But in my experience, these are the two common pitfalls a lot of people fall into and paint themselves in a corner.Corey: Couchbase Capella Database-as-a-Service is flexible, full-featured and fully managed with built in access via key-value, SQL, and full-text search. Flexible JSON documents aligned to your applications and workloads. Build faster with blazing fast in-memory performance and automated replication and scaling while reducing cost. Capella has the best price performance of any fully managed document database. Visit couchbase.com/screaminginthecloud to try Capella today for free and be up and running in three minutes with no credit card required. Couchbase Capella: make your data sing.Corey: A question I have, though, that is an extension is this—and I want to give some flavor to it—but why is there a market for real-time analytics? And what I mean by that is, early on in my tenure of fixing horrifying AWS bills, I saw a giant pile of money being hurled over at effectively a MapReduce cluster for Elastic MapReduce. Great. Okay, well, stream-processing is kind of a thing; what about migrating to that? Well, that was a complete non-starter because it wasn't just the job running on those things; there were downstream jobs, and with their own downstream jobs. There were thousands of business processes tied to that thing.And similarly, the idea of real-time analytics, we don't have any use for that because of, oh I don't know, I only wind up pulling these reports on a once-a-week basis, and that's fine, so what do I need that updated for in real-time if I'm looking at them once a week? In practice, the answer is often something aligned with the, “Well, yeah, but you had a real-time updating dashboard, you would find that more useful than those reports.” But people's expectations and business processes have shaped themselves around constraints that now can be removed, but how do you get them to see that? How do you get them to buy in on that? And then how do you untangle that enormous pile of previous constraint into something that leverages the technology that's now available for a brighter future?Venkat: I think [unintelligible 00:21:40] a really good question, who are the people moving to real-time analytics? What do they see? And why can they do it with other tech? Like, you know, as you say… EMR, you know, it's just MapReduce; can't I just run it in sort of every twenty-four hours, every six hours, every hour? How about every five minutes? It doesn't work that way.Corey: How about I spin up a whole bunch of parallel clusters on different timescales so I constantly—Venkat: [laugh].Corey: Have a new report coming in. It's real-time, except—Venkat: Exactly.Corey: You're constantly putting out new ones, but they're just six hours delayed every time.Venkat: Exactly. So, you don't really want to do this. And so, let me unpack it one at a time, right? I mean, we talked about a very good example of a business team which is building business observability at the buy now, pay later company. That's a very clear value-prop on why they want to go from batch to real-time because it saves their company tremendous losses—potential losses—and also allows them to build a better product.So, it could be a marketing operations team looking to get more real-time observability to see what campaigns are working well today and how do I double down and make sure my ad budget for the day is put to good use? I don't have to mention security operations, you know, needing real-time. Don't tell me I got owned three days ago. Tell me—[laugh] somebody is, you know, breaking glass and might be, you know, entering into your house right now. And tell me then and not three days later, you know—Corey: “Yeah, what alert system do you have for security intrusion?” “So, I read the front page of_The New York Times_ every morning and waiting to see my company's name.” Yeah, there probably are better ways to reduce that cycle time.Venkat: Exactly, right. And so, that is really the need, right? Like, I think more and more business teams are saying, “I need operational intelligence and not business intelligence.” Don't make me play Monday morning quarterback.My favorite analogy is it's the middle of the third quarter. I'm six points down. A couple of people, star players in my team and my opponent's team are injured, but there's some in offense, some in defense. What plays do I do and how do I play the game slightly differently to change the outcome of the game and win this game as opposed to losing by six points. So, that I think is kind of really what is driving businesses.You know, I want to be more agile, I want to be more nimble, and take, kind of, being data-driven decision-making to another level. So that, I think, is the real force in play. So, now the real question is, why can they do it already? Because if you go ask a hundred people, “Do you want fast analytics on real-time data or slow analytics on stale data?” How many people are going to say give me slow and stale? Zero, right? Exactly zero people.So, but then why hasn't it happened yet? I think it goes back to the world only has seen two kinds of databases: Transaction processing systems, built for system of record, don't lose my data kind of systems; and then batch analytics, you know, all these warehouses and data lakes. And so, in real-time analytics use cases, the data never stops coming, so you have to actually need a system that is running 24/7. And then what happens is, as soon as you build a real-time dashboard, like this example that you gave, which is, like, I just want all of these dashboards to automatically update all the time, immediately people respond, says, “But I'm not going to be like Clockwork Orange, you know, toothpicks in my eyelids and be staring at this 24/7. Can you do something to alert or detect some anomalies and tap on my shoulder when something off is going on?”And so, now what happens is somebody's actually—a program more than a person—is actually actively monitoring all of these metrics and graphs and doing some analysis, and only bringing this to your attention when you really need to because something is off, right? So, then suddenly what happens is you went from, accumulate all the data and run a batch report to [unintelligible 00:25:16], like, the data never stops coming, the queries never stopped coming, I never stop asking questions; it's just a programmatic way of asking those things. And at that point, you have a data app. This is not a analytics dashboard report anymore. You have a full-fledged application.In fact, that application is harder to build and scale than any application you've ever built before [laugh] because in those situations, again, you don't have this torrent of data coming in all the time and complex analytical questions you're asking on the data 24/7, you know? And so, that I think is really why real-time analytics platform has to be built as almost a third leg. So, this is what we call data apps, which is when your data never stops coming and your queries never stop coming. So, this is really, I think, what is pushing all the expensive EMR clusters or misusing your warehouse, misusing your data lakes. At the end of the day, is what is I think blowing up your Snowflake bills, is what blowing up your warehouse builds because you somehow accidentally use the wrong tool for the job [laugh] going back to the one that we just talked about.You accidentally say, “Oh, God, like, I just need some real-time.” With enough thrust, pigs can fly. Is that a good idea? Probably not, right? And so, I don't want to be building a data app on my warehouse just because I can. You should probably use the best tool for the job, and really use something that was built ground up for it.And I'll give you one technical insight about how real-time analytics platforms are different than warehouses.Corey: Please. I'm here for this.Venkat: Yes. So really, if you think about warehouses and data lakes, I call them storage-optimized systems. I've been building databases all my life, so if I have to really build a database that is for batch analytics, you just break down all of your expenses in terms of let's say, compute and storage. What I'm burning 24/7 is storage. Compute comes and goes when I'm doing a batch data load, or I'm running—an analyst who logs in and tries to run some queries.But what I'm actually burning 24/7 is storage, so I want to compress the heck out of the data, and I want to store it in very cheap media. I want to store it—and I want to make the storage as cheap as possible, so I want to optimize the heck out of the storage use. And I want to make computation on that possible but not efficient. I can shuffle things around and make the analysis possible, but I'm not trying to be compute-efficient. And we just talked about how, as soon as you get into real-time analytics, you very quickly get into the data app business. You're not building a real-time dashboard anymore, you're actually building your application.So, as soon as you get into that, what happens is you start burning both storage and compute 24/7. And we all know, relatively, [laugh] compute and RAM is about a hundred to a thousand times more expensive than storage in the grand scheme of things. And so, if you actually go and look at your Snowflake bill, if you go look at your warehouse bill—BigQuery, no matter what—I bet the computational part of it is about 90 to 95% of the bill and not the storage. And then, if you again, break down, okay, who's spending all the compute, and you'll very quickly narrow down all these real-time-y and data app-y use cases where you can never turn off the compute on your warehouse or your BigQuery, and those are the ones that are blowing up your costs and complexity. And on the Rockset side, we are actually not storage-optimized; we're compute-optimized.So, we index all the data as it comes in. And so, the storage actually goes slightly higher because the, you know, we stored the data and also the indexes of those data automatically, but we usually fold the computational cost to a quarter of what a typical warehouse needs. So, the TCO for our customers goes down by two to four folds, you know? It goes down by half or even to a quarter of what they used to spend. Even though their storage cost goes up in net, that is a very, very small fraction of their spend.And so really, I think, good real-time analytics platforms are all compute-optimized and not storage-optimized, and that is what allows them to be a lot more efficient at being the backend for these data applications.Corey: As someone who spends a lot of time staring into the depths of AWS bills, I think that people also lose sight of the reality that it doesn't matter what you're spending on AWS; it invariably pales in comparison to what you're spending on people to work with these things. The reason to go to cloud is not because it is the cheapest possible way to get computers to do things; it's because it's a capability story. It's about unlocking capacity and capabilities you do not have otherwise. And that dramatically increases your feature velocity and it lets you to achieve things faster, sooner, with better results. And unlocking a capability is always going to be more interesting to a company than saving money on it. When a company cares first, last, and always about just save money, make the bill lower, the end, it's usually a company in decline. Or alternately, something very strange is going on over there.Venkat: I agree with that. One of our favorite customers told us that Rockset took their six-month roadmap and shrunk it to a single afternoon. And their supply chain SaaS backend for heavy construction, 80% of concrete that are being delivered and tracked in North America follows through their platform, and Rockset powers all of their real-time analytics and reporting. And before Rockset, what did they have? They had built a beautiful serverless stack using DynamoDB, even have AWS Lambdas and what-have-you.And why did they have to do all serverless? Because the entire team was two people. [laugh]. And maybe a third person once in a while, they'll get, so 2.5. Brilliant people, like, you know, really pioneers of building an entire data stack on AWS in a serverless fashion; no pipes, no ETL.And then they were like, oh God, finally, I have to do something because my business demands and my customers are demanding real-time reporting on all of these concrete trucks and aggregate trucks delivering stuff. And real-time reporting is the name of the game for them, and so how do I power this? So, I have to build a whole bunch of pipes, deliver it to, like, some Elasticsearch or some kind of like a cluster that I had to keep up in real-time. And this will take me a couple of months, that will take me a couple of months. They came into Rockset on a Thursday, built their MVP over the weekend, and they had the first working version of their product the following Tuesday.So—and then, you know, there was no turning back at that point, not a single line of code was written. You know, you just go and create an account with Rockset, point us at your Dynamo, and then off you go. You know, you can use start using SQL and go start building your real-time application. So again, I think the tremendous value, I think a lot of customers like us, and a lot of customers love us. And if you really ask them what is one thing about Rockset that you really like, I think it'll come back to the same thing, which is, you gave me a lot of time back.What I thought would take six months is now a week. What I thought would be three weeks, we got that in a day. And that allows me to focus on my business. I want to spend more time with my stakeholders, you know, my CPO, my sales teams, and see what they need to grow our business and succeed, and not build yet another data pipeline and have data pipelines and other things coming out of my nose, you know? So, at the end of the day, the simplicity aspects of it is very, very important for real-time analytics because, you know, we can't really realize our vision for real-time being the new default in every enterprise for whenever analytics concern without making it very, very simple and accessible to everybody.And so, that continues to be one of our core thing. And I think you're absolutely right when you say the biggest expense is actually the people and the time and the energy they have to spend. And not having to stand up a huge data ops team that is building and managing all of these things, is probably the number one reason why customers really, really like working with our product.Corey: I want to thank you for taking so much time to talk me through what you're working on these days. If people want to learn more, where's the best place to find you?Venkat: We are Rockset, I'll spell it out for your listeners ROCKSET—rock set—rockset.com. You can go there, you can start a free trial. There is a blog, rockset.com/blog has a prolific blog that is very active. We have all sorts of stories there, and you know engineers talking about how they implemented certain things, to customer case studies.So, if you're really interested in this space, that's one on space to follow and watch. If you're interested in giving this a spin, you know, you can go to rockset.com and start a free trial. If you want to talk to someone, there is, like, a ‘Request Demo' button there; you click it and one of our solutions people or somebody that is more familiar with Rockset would get in touch with you and you can have a conversation with them.Corey: Excellent. And links to that will of course go in the [show notes 00:34:20]. Thank you so much for your time today. I appreciate it.Venkat: Thanks, Corey. It was great.Corey: Venkat Venkataramani, co-founder and CEO at Rockset. I'm Cloud Economist Corey Quinn and this is Screaming in the Cloud. If you've enjoyed this podcast, please leave a five-star review on your podcast platform of choice, whereas if you've hated this podcast, please leave a five-star review on your podcast platform of choice along with an insulting crappy comment that I will immediately see show up on my real-time dashboard.Corey: If your AWS bill keeps rising and your blood pressure is doing the same, then you need The Duckbill Group. We help companies fix their AWS bill by making it smaller and less horrifying. The Duckbill Group works for you, not AWS. We tailor recommendations to your business and we get to the point. Visit duckbillgroup.com to get started.Announcer: This has been a HumblePod production. Stay humble.

The genetic changes that occur within the protein-coding gene NOTCH1 have not yet been fully studied or classified. Despite a lack in research, previous studies have suggested that NOTCH1 may be a potential target for novel cancer therapies, particularly against triple-negative breast cancer (TNBC). NOTCH1 variants in TNBC tend to cluster in the PEST region and have previously been linked to gamma secretase inhibitor (GSI) sensitivity and chemotherapy resistance. “Furthermore, TNBC patients with increased Notch1 expression have demonstrated increased aggressive phenotypes and lower median overall survival [25].” Since TNBC is well-known for a lack of actionable therapeutic targets, aggressive phenotypes and poor prognoses, there is an important need to develop new targeted therapies—as well as predictive markers for those therapies. Researchers from The Johns Hopkins University School of Medicine, Vanderbilt University Medical Center and The Vanderbilt-Ingram Cancer Center experimented in vitro with NOTCH1 variants and their ability to predict TNBC responsiveness to GSIs and standard of care chemotherapies. Their trending research paper was published by Oncotarget on February 16, 2022, and entitled, “NOTCH1 PEST domain variants are responsive to standard of care treatments despite distinct transformative properties in a breast cancer model.” Full blog - https://www.oncotarget.org/2022/02/24/trending-with-impact-are-notch1-variants-prognostic-in-breast-cancer/ DOI - https://doi.org/10.18632/oncotarget.28200 Correspondence to - Ben Ho Park - ben.h.park@vumc.org Sign up for free Altmetric alerts about this article - https://oncotarget.altmetric.com/details/email_updates?id=10.18632%2Foncotarget.28200 Keywords - NOTCH1, TNBC, breast cancer, PEST About Oncotarget Oncotarget is a peer-reviewed, open access biomedical journal covering research on all aspects of oncology. To learn more about Oncotarget, please visit https://www.oncotarget.com and connect with us: SoundCloud - https://soundcloud.com/oncotarget Facebook - https://www.facebook.com/Oncotarget/ Twitter - https://twitter.com/oncotarget Instagram - https://www.instagram.com/oncotargetjrnl/ YouTube - https://www.youtube.com/OncotargetYouTube LinkedIn - https://www.linkedin.com/company/oncotarget Pinterest - https://www.pinterest.com/oncotarget/ Reddit - https://www.reddit.com/user/Oncotarget/ Oncotarget is published by Impact Journals, LLC: https://www.ImpactJournals.com Media Contact MEDIA@IMPACTJOURNALS.COM 18009220957

(2) CLARIFICATION UPDATES: from Brian Burton on Facebook, the cover art matte mario that went for "40k is an imp with a very high grade sixth print manual" "Unless the labels are wrong and they are correct inside" "that's a huge unaddressed fuck up so pop has two 7.0" "if they are corrected they will need to find equivalent graded correct manuals so most likely they won't remain 7.0 pieces" and from Kevin aka frogfucions85 on IG, "Wanted to clarify something that you discussed early in the episode about inserts and GSIs. There are two types of inserts in CiBs: Standard inserts: these are anything in the box that is not specific to that game. This could be the Nintendo branded cart sleeve, nintendo power card, etc. that is in more than one game. The others are inserts that are specific to the game, a GSI (“Game-Specific-Insert”). This could be the Zelda map, a strategy guide offer for that game, etc. The Zelda pink slip is a GSI. It was only in Zelda, and specifically was only in a very limited amount of second print boxes. It is an imp in anything else. One way to check if something is a GSI is to look for a code on the insert. Check the picture of the Zelda pink slip, the bottom right corner says “NES-ZL-US”. The 2 letter code is the game, in this case ZL is Zelda." in this Top of 5th Inning Episode 4, hopper shares his opinions to build Powerful Relationships own True First Prints build Bulletproof POP Defense, etc. image owned by Heritage Auctions, Facebook and Instgram

East Asia's evolving regional trade architecture Topics of discussion (held on 10 NOVEMBER 2021) Assessment of regional trade arrangements (CPTPP and RCEP) and the changing nature of trade in East Asia. Competing trade strategies of major regional powers and how Taiwan and South Korea find their place. Impact of regional trade agreements on the evolution of the global trade architecture. Speakers: Deborah Elms, Founder and Executive Director, Asian Trade Centre Taeho Bark, President, Lee & Ko Global Commerce Institute, Emeritus Professor, GSIS, Seoul National University, and former Trade Minister, Republic of Korea Roy Chun Lee, Associate Research Fellow and Senior Deputy Executive Director, Taiwan WTO and RTA Center, Chung Hua Institution for Economic Research Moderator: Françoise Nicolas, Director, Senior Economist, Center for Asian Studies, Ifri

Global Systems Integrator (GSI) partners are the giants of your partner portfolio. Although it can take a big effort to get one of these partnerships off the ground,  the results can be a game changer for your company. Check out this episode to hear how to get started with engaging GSIs. Join the discussion on the Partner Strategy Network LinkedIn Group

Melanjutkan cerita cinta Deasy dengan Korea. Kali ini Deasy sharing tentang pengalaman sekolah post graduate di GSIS, Ewha University, Seoul Korea. Jauh dari suami, jauh dari istri, dan bertemu dengan mahasiswi dari bermacam negara. Udah kayak United Nation rasanya. Apa aja yang terjadi selama 6 bulan, banyak banget. Semuanya diceritain di sini.

Today's episode features Mark Sullivan, former director of the United States Secret Service and until 2017, was a principal at GSIS, a global security consulting and business advisory firm. Rick and Mark discuss the pressing national and international security issues of the day, including increased cyber threats, home grown terrorists groups, as well as the importance of pandemic planning and creating a continuity of business plan post-COVID.

Welcome everyone, to the 57th episode of the Blind Tech Guys. As always, it is awesome to have you all with us, and we appreciate you tuning in each and every week. What's new in the news Google Is Prepping Messages For Web With Google Fi Features Data Collection – The ORBIT (Object Recognition for Blind Image Training) Dataset Interesting Early Pixel 5 Issues You can finally mute conversations forever on WhatsApp Main Part Of Today's PodcastWe discussed and demonstrated the procedure for flashing the public release, or an AOSP build of ANdroid onto a Pixel phone. Please note that we are not responsible for anything which may happen to your device as a result of following our instructions, or the below links. Follow these instructions to prepare your device, computer, and to learn how to flash. Use this link to flash your Pixel back to the latest release. Install custom ROMs and GSIs on Samsung Galaxy devices without TWRP How To Install Custom ROM on Android App of the WeekThe vOICe is an app which takes advantage of sensory substitution to provide us with a great deal of independence, and we encourage you to take the time to learn and work with it. The app's core purpose is to convert images into soundscapes, however it has many other useful features as well. You can access the tutorial, learn about the developer, and find other platforms where you can use the vOICe. Visit the SeeingWithSound website to learn more about the vOICe. Download the voICe from Google Play Use the vOICe from a web browser from an iPhone or most other devices To conclude this week's podcast, we had several emails which we went through and hopefully provided the answers you were seeking. The team would like to thank everyone that submits feedback and queries each and every week.In Conclusion To get in touch, send us an email to blindtechguyspodcast@gmail.com In order to support the show, please share this podcast, and subscribe using your favourite podcatcher. Links can be found at the Blind Tech Guys website. We can also be found on Facebook, Twitter, and YouTube Support the show (https://www.pod.fan/blind-tech-guys)★ Support this podcast ★

Jeremy chats with Rick Houlihan about the use cases for NoSQL, why single table designs are so powerful, ways to model relational data with GSIs, and so much more in PART 1 of this two-part conversation.

I am currently in the software consulting business supporting Microsoft's Power Platform. As you may know, I write about it a lot, but for this post I wanted to veer off a little bit from my typical subject matter. Instead I wanted to talk about customers, and their experiences with companies that provide services. Epiphany I was talking to one of our customer-facing people a few months ago, who was working on one of our larger customer projects. I asked him how things were going. He started to go into the customer's asks, and the hours that had been utilized to fulfill those asks. I interrupted and said, "No, I mean, is the customer happy?" He hesitated, then replied, "I think so". My brain started churning, "you think so"? Do we know? I came to the realization that I always know when a customer is not happy, because they don't hesitate to let me know. But they never let me know that they are actually happy... unless I ask them. "Fine" Occasionally, my wife will ask me how something like her new hair style looks. My reflexive response is "Fine", which leads to her stomping off and mumbling, "I know what fine means". Apparently, I do not know what "Fine" means. It seems that it actually means that I am indifferent, which was not her desired response. Whenever I am on the phone with a current customer, I always ask how things are going, and they frequently say, "Fine". Until recently, I took that as a satisfactory response. But actually "Satisfactory", is not a very satisfactory response to that question. "Fine" does not equal "I love you guys!" I think it means they are indifferent to the job you are doing for them, neither dissatisfied enough to get rid of you, nor thrilled to be working with you either. It is a "Neutral" response. Neutral When you put your car in neutral and rev your engine, you go neither forward nor backward. Neutral kinda sucks. While you can know for sure if a customer is not happy with you, you can only intuit whether they are thrilled. But what if your intuition is wrong, and they are only "Fine" with you. Are they going to tell their colleagues about you? Are they going to go to bat for you to stay on the project as it grows or evolves? Or are they going to say, "Eh, they're fine"? Yes, neutral sucks. So how do you get out of neutral? You can Ask Years ago we were brought in by another partner in a P2P scenario to assist with Dynamics 365. I remember some call with me and the partner where he was wondering if the customer was satisfied with things. I said, "Well, we can give them a call and ask?". He replied, "Hell no, don't ever do that!". I said, "Why Not?", and he said, "What if they're not happy?". Obviously I love to hear that my customers are very happy with us, but the value I receive from that is a smile. The real value is received when they are not happy. I don't like hearing it, but hiding from it is worse. At least knowing, I can take action. If the first time I hear that they are unhappy, is when they take the step of reaching out to me, it could be too late. NPS The Net Promoter Score idea was brilliant. It sums up the health of your relationship with one single question: "How likely is it that you would recommend our company/product/service to a friend or colleague?". Respondents are asked to rate that question on a scale of 0-10, 10 being most likely. It is simple, and easy for them to provide, unlike a full Customer Satisfaction Survey. From the web:"Those who respond with a score of 9 to 10 are called Promoters, and are considered likely to exhibit value-creating behaviors, such as buying more, remaining customers for longer, and making more positive referrals to other potential customers. Those who respond with a score of 0 to 6 are labeled Detractors, and they are believed to be less likely to exhibit the value-creating behaviors. Responses of 7 and 8 are labeled Passives, and their behavior falls between Promoters and Detractors. The Net Promoter Score is calculated by subtracting the percentage of customers who are Detractors from the percentage of customers who are Promoters. For purposes of calculating a Net Promoter Score, Passives count toward the total number of respondents, thus decreasing the percentage of detractors and promoters and pushing the net score toward 0." Typical Use I think the most common use for NPS is sending it to customers after they received your product or service, and generating a Score from the aggregate results. I am less concerned about the aggregate score, I am more interested in the individual result. I am also not wanting to wait until the end of the engagement to get it. We instituted a program where we ask regularly, sometimes even weekly, during an engagement. It can be automated. Basically I want to take the temperature of the relationship continuously. Once a week, I may ask a customer for a single button press, so it is not a hassle for them to give it. This is part of the beauty of a single question. Hiring How has this impacted our hiring practices? This seems like a left field topic, but actually it is not. We share the customer score with the team member in charge of the project. What do I consider an appropriate response from a team member for a low score? Well, it does not include things like, "It's not my fault", or "The customer is an asshole", or "It's okay, I'm billing the crap out of them". No, I want people who are on the verge of tears when they hear their performance was scored low by a customer. Their tendencies are fairly easy to spot in an interview. Long Game You can no longer build a sustainable business on the "Burnt Bridge" model. Cloud has moved us all into having to think longer term. The old days of trying to get as much revenue as possible, as quickly as possible, are pretty much gone. The new game is revenue generation over time. How much time? It may take years to generate the same revenue from a customer that it took months to obtain in the past. Needless to say, if you are not keeping them happy, you may not been engaged with them for very long. Your best customers are your existing customers, and the best of those are the ones that are happy with you. So you need to be asking, "Are you happy?". Not being asked? If you are a customer, and your partner has not implemented a similar program of regularly asking if you are happy, you are not out-of-luck. You can probably get a similar result by pro-actively telling them on a regular basis. It might also be a good check for yourself. You can set a reminder in your calendar every week to send an email and tell them, "On a scale of zero to ten, my happiness level with you today is...". Not only will this usually snap the partner into focus, but it will be a reminder to you of whether you actually are happy with them, or not. Big Partners I would not expect any of the Global Systems Integrators (GSI) to take this path, nor would they likely respond to your initiated "Happiness Notifications". Frankly, GSIs mostly suck when it comes to customer satisfaction. They seem to operate more on a "How hard can we screw you, before you sue us" model. There are plenty of examples in the news today, so I won't go into that any further. Faith Moving to a model, for which the most critical metric is customer happiness, even over revenue, is not easy. If actually requires you to take a leap of faith. Faith that if your customers are really happy with you, that will result in more revenue over time. I also am not blind to the fact that some customers cannot be made happy, they simply will not allow it. Since my goal is revenue over a long period of time, when I encounter these customers, and I know they will not allow themselves to be happy, I will refer them to another partner... maybe a GSI:). Since I can't reach my goals with that customer, I am happy to let them do the battling they crave with someone else. What are you doing to protect your future revenue? Let me know in the comments.  

Simon guides you through lots of new features, services and capabilities that you can take advantage of. Including the new AWS Backup service, more powerful GPU capabilities, new SLAs and much, much more! Chapters: Service Level Agreements 0:17 Storage 0:57 Media Services 5:08 Developer Tools 6:17 Analytics 9:54 AI/ML 12:07 Database 14:47 Networking & Content Delivery 17:32 Compute 19:02 Solutions 21:57 Business Applications 23:38 AWS Cost Management 25:07 Migration & Transfer 25:39 Application Integration 26:07 Management & Governance 26:32 End User Computing 29:22 Links: Topic || Service Level Agreements 0:17 Amazon Kinesis Data Firehose Announces 99.9% Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-kinesis-data-firehose-announces-99-9-service-level-agreement/ Amazon Kinesis Data Streams Announces 99.9% Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-kinesis-data-streams-announces-99-9-service-level-agreement/ Amazon Kinesis Video Streams Announces 99.9% Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-kinesis-video-streams-announces-99-9-service-level-agreement/ Amazon EKS Announces 99.9% Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/-amazon-eks-announces-99-9--service-level-agreement-/ Amazon ECR Announces 99.9% Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-ecr-announces-99-9--service-level-agreement/ Amazon Cognito Announces 99.9% Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-cognito-announces-99-9-service-level-agreement/ AWS Step Functions Announces 99.9% Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-step-functions-announces-service-level-agreement/ AWS Secrets Manager Announces Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/AWS-Secrets-Manager-announces-service-level-agreement/ Amazon MQ Announces 99.9% Service Level Agreement | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-mq-announces-service-level-agreement/ Topic || Storage 0:57 Introducing AWS Backup | https://aws.amazon.com/about-aws/whats-new/2019/01/introducing-aws-backup/ Introducing Amazon Elastic File System Integration with AWS Backup | https://aws.amazon.com/about-aws/whats-new/2019/01/introducing-amazon-elastic-file-system-integration-with-aws-backup/ AWS Storage Gateway Integrates with AWS Backup - Amazon Web Services | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-storage-gateway-integrates-with-aws-backup-to-protect-volume/ AWS Backup Integrates with Amazon DynamoDB for Centralized and Automated Backup Management | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-backup-integrates-with-amazon-DynamoDB-for-centralized-and-automated-backup-management/ Amazon EBS Integrates with AWS Backup to Protect Your Volumes | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-ebs-integrates-with-aws-backup-to-protect-your-volumes/ AWS Storage Gateway Volume Detach & Attach - Amazon Web Services | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-storage-gateway-introduces-volume-detach-and-attach-feature-/ AWS Storage Gateway - Tape Gateway Performance | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-storage-gateway-announces-increased-throughput-performance-for-tape-gateway/ Amazon FSx for Lustre Offers New Options and Faster Speeds for Working with S3 Data | https://aws.amazon.com/about-aws/whats-new/2019/02/amazon-fsx-for-lustre-offers-new-options-and-faster-speeds/ Topic || Media Services 5:08 AWS Elemental MediaConvert Adds IMF Input and Enhances Caption Burn-In Support | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-elemental-mediaconvert-adds-imf-input-enhances-caption-burn-in-support/ AWS Elemental MediaLive Adds Support for AWS CloudTrail | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-elemental-medialive-adds-support-for-aws-cloudtrail/ AWS Elemental MediaLive Now Supports Resource Tagging | https://aws.amazon.com/about-aws/whats-new/2019/02/aws-elemental-medialive-now-supports-resource-tagging/ AWS Elemental MediaLive Adds I-Frame-Only HLS Manifests and JPEG Outputs | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-elemental-medialive-add-i-frame-only-hls-manifest-and-jpeg-outputs/ Topic || Developer Tools 6:17 Amazon Corretto is Now Generally Available | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-corretto-is-now-generally-available/ AWS CodePipeline Now Supports Deploying to Amazon S3 | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-codepipeline-now-supports-deploying-to-amazon-s3/ AWS Cloud9 Supports AWS CloudTrail Logging | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-cloud9-supports-aws-cloudtrail-logging/ AWS CodeBuild Now Supports Accessing Images from Private Docker Registry | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-codebuild-now-supports-accessing-images-from-private-docker-registry/ Develop and Test AWS Step Functions Workflows Locally | https://aws.amazon.com/about-aws/whats-new/2019/02/develop-and-test-aws-step-functions-workflows-locally/ AWS X-Ray SDK for .NET Core is Now Generally Available | https://aws.amazon.com/about-aws/whats-new/2019/02/aws-x-ray-net-core-sdk-generally-available/ Topic || Analytics 9:54 Amazon Elasticsearch Service doubles maximum cluster capacity with 200 node cluster support | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-elasticsearch-service-doubles-maximum-cluster-capacity-with-200-node-cluster-support/ Amazon Elasticsearch Service announces support for Elasticsearch 6.4 | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-elasticsearch-service-announces-support-for-elasticsearch-6-4/ Amazon Elasticsearch Service now supports three Availability Zone deployments | https://aws.amazon.com/about-aws/whats-new/2019/02/amazon-elasticsearch-service-now-supports-three-availability-zone-deployments/ Now bring your own KDC and enable Kerberos authentication in Amazon EMR | https://aws.amazon.com/about-aws/whats-new/2019/01/now_bring_your_own_kdc_and_enable_kerberos_authentication_in_amazon_emr/ Source code for the AWS Glue Data Catalog client for Apache Hive Metastore is now available for download | https://aws.amazon.com/about-aws/whats-new/2019/02/source-code-for-the-aws-glue-data-catalog-client-for-apache-hive-metatore-is-now-available-for-download/ Topic || AI/ML 12:07 Amazon Comprehend is now Integrated with AWS CloudTrail | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-comprehend-is-now-integrated-with-aws-cloudtrail/ Object Bounding Boxes and More Accurate Object and Scene Detection are now Available for Amazon Rekognition Video | https://aws.amazon.com/about-aws/whats-new/2019/01/object-bounding-boxes-and-more-accurate-object-and-scene-detection-are-now-available-for-amazon-rekognition-video/ Amazon Elastic Inference Now Supports TensorFlow 1.12 with a New Python API | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-elastic-inference-supports-tensorflow-1-12-with-a-python-api/ New in AWS Deep Learning AMIs: Updated Elastic Inference for TensorFlow, TensorBoard 1.12.1, and MMS 1.0.1 | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-deep-learning-amis-now-support-elastic-inference-for-tensorflow-tensorboard1-12-1-mms101/ Amazon SageMaker Batch Transform Now Supports TFRecord Format | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-sagemaker-batch-transform-now-supports-tfrecord-format/ Amazon Transcribe Now Supports US Spanish Speech-to-Text in Real Time | https://aws.amazon.com/about-aws/whats-new/2019/02/amazon-transcribe-now-supports-us-spanish-speech-to-text-in-real-time/ Topic || Database 14:47 Amazon Redshift now runs ANALYZE automatically | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-redshift-auto-analyze/ Introducing Python Shell Jobs in AWS Glue | https://aws.amazon.com/about-aws/whats-new/2019/01/introducing-python-shell-jobs-in-aws-glue/ Amazon RDS for PostgreSQL Now Supports T3 Instance Types | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-rds-postgresql-now-supports-t3-instance-types/ Amazon RDS for Oracle Now Supports T3 Instance Types | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-rds-for-oracle-now-supports-t3-instance-types/ Amazon RDS for Oracle Now Supports SQLT Diagnostics Tool Version 12.2.180725 | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-rds-oracle-now-supports-sqlt-diagnostics-tool-122180725/ Amazon RDS for Oracle Now Supports January 2019 Oracle Patch Set Updates (PSU) and Release Updates (RU) | https://aws.amazon.com/about-aws/whats-new/2019/02/amazon-rds-oracle-supports-jan-2019-oracle-psu/ Amazon DynamoDB Local Adds Support for Transactional APIs, On-Demand Capacity Mode, and 20 GSIs | https://aws.amazon.com/about-aws/whats-new/2019/02/amazon-dynamodb-local-adds-support-for-transactional-apis-on-demand-capacity-mode-and-20-gsis/ Topic || Networking & Content Delivery 17:32 Network Load Balancer Now Supports TLS Termination | https://aws.amazon.com/about-aws/whats-new/2019/01/network-load-balancer-now-supports-tls-termination/ Amazon CloudFront announces six new Edge locations across United States and France | https://aws.amazon.com/about-aws/whats-new/2019/02/cloudfront-feb2019-6locations/ AWS Site-to-Site VPN Now Supports IKEv2 | https://aws.amazon.com/about-aws/whats-new/2019/02/aws-site-to-site-vpn-now-supports-ikev2/ VPC Route Tables Support up to 1,000 Static Routes | https://forums.aws.amazon.com/ann.jspa?annID=6554 Topic || Compute 19:02 Announcing a 25% price reduction for Amazon EC2 X1 Instances in the Asia Pacific (Mumbai) AWS Region | https://aws.amazon.com/about-aws/whats-new/2019/02/announcing-a-25-percent-price-reduction-for-amazon-ec2-x1-instances-in-the-asia-pacific-mumbai-aws-region/ Amazon EKS Achieves ISO and PCI Compliance | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-eks-achieves-iso-and-pci-compliance/ AWS Fargate Now Has Support For AWS PrivateLink | https://aws.amazon.com/about-aws/whats-new/2019/02/aws-fargate-now-has-support-for-aws-privatelink/ AWS Elastic Beanstalk Adds Support for Ruby 2.6 | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-elastic-beanstalk-adds-support-for-ruby-26/ AWS Elastic Beanstalk Adds Support for .NET Core 2.2 | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-elastic-beanstalk-adds-support-for-net-core-22/ Amazon ECS and Amazon ECR now have support for AWS PrivateLink | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-fargate--amazon-ecs--and-amazon-ecr-now-have-support-for-aws/ GPU Support for Amazon ECS now Available | https://aws.amazon.com/about-aws/whats-new/2019/02/gpu-support-for-amazon-ecs-now-available/ AWS Batch now supports Amazon EC2 A1 Instances and EC2 G3s Instances | https://aws.amazon.com/about-aws/whats-new/2019/02/aws-batch-now-supports-amazon-ec2-a1-instances-and-ec2-g3s-insta/ Topic || Solutions 21:57 Deploy Micro Focus Enterprise Server on AWS with New Quick Start | https://aws.amazon.com/about-aws/whats-new/2019/01/deploy-micro-focus-enterprise-server-on-aws-with-new-quick-start/ AWS Public Datasets Now Available from UK Meteorological Office, Queensland Government, University of Pennsylvania, Buildzero, and Others | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-public-datasets-now-available/ Quick Start Update: Active Directory Domain Services on the AWS Cloud | https://aws.amazon.com/about-aws/whats-new/2019/02/quick-start-update-active-directory-domain-services-on-aws/ Introducing the Media2Cloud solution | https://aws.amazon.com/about-aws/whats-new/2019/01/introducing-the-media2cloud-solution/ Topic || Business Applications 23:38 Alexa for Business now offers IT admins simplified workflow to setup shared devices | https://aws.amazon.com/about-aws/whats-new/2019/01/alexa-for-business-now-offers-it-admins-simplified-workflow-to-s/ Topic || AWS Cost Management 25:07 Introducing Normalized Units Information for Amazon EC2 Reservations in AWS Cost Explorer | https://aws.amazon.com/about-aws/whats-new/2019/02/normalized-units-information-for-amazon-ec2-reservations-in-aws-cost-explorer/ Topic || Migration & Transfer 25:39 AWS Migration Hub Now Supports Importing On-Premises Server and Application Data to Track Migration Progress | https://aws.amazon.com/about-aws/whats-new/2019/01/AWSMigrationHubImport/ Topic || Application Integration 26:07 Amazon SNS Message Filtering Adds Support for Multiple String Values in Blacklist Matching | https://aws.amazon.com/about-aws/whats-new/2019/02/amazon-sns-message-filtering-adds-support-for-multiple-string-values-in-blacklist-matching/ Topic || Management & Governance 26:32 AWS Trusted Advisor Expands Functionality With New Best Practice Checks | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-trusted-advisor-expands-functionality/ AWS Systems Manager State Manager Now Supports Management of In-Guest and Instance-Level Configuration | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-systems-manager-state-manager-now-supports-management-of-in-guest-and-instance-level-configuration/ AWS Config Increases Default Limits for AWS Config Rules | https://aws.amazon.com/about-aws/whats-new/2019/01/aws-config-increases-default-limits-for-aws-config-rules/ Introducing AWS CloudFormation UpdateReplacePolicy Attribute | https://aws.amazon.com/about-aws/whats-new/2019/01/introducing-aws-cloudformation-updatereplacepolicy-attribute/ Automate WebSocket API Creation in Amazon API Gateway Using AWS CloudFormation | https://aws.amazon.com/about-aws/whats-new/2019/02/automate-websocket-api-creation-in-api-gateway-with-cloudformation/ AWS OpsWorks for Chef Automate and AWS OpsWorks for Puppet Enterprise Now Support AWS CloudFormation | https://aws.amazon.com/about-aws/whats-new/2019/02/aws-opsworks-for-chef-automate-and-aws-opsworks-for-puppet-enter/ Find And Update Access Keys, Password, And MFA Settings Easily Using The AWS Management Console | https://aws.amazon.com/about-aws/whats-new/2019/01/my-security-credentials/ Amazon CloudWatch Agent Adds Support for Procstat Plugin and Multiple Configuration Files | https://aws.amazon.com/about-aws/whats-new/2019/01/amazon-cloudwatch-agent-adds-support-for-procstat-plugin-and-multiple-configuration-files/ Improve Security Of Your AWS SSO Users Signing In To The User Portal By Using Email-based Verification | https://aws.amazon.com/about-aws/whats-new/2019/01/email-based-verification-for-sso/ Topic || End User Computing 29:22 Introducing Amazon WorkLink | https://aws.amazon.com/about-aws/whats-new/2019/01/introducing-amazon-worklink/ AppStream 2.0 enables custom scripts before session start and after session termination | https://aws.amazon.com/about-aws/whats-new/2019/02/appstream-2-0-enables-custom-scripts-before-session-start-and-af/

How do you combine a business of 130,000 people with another of 230,000 people? The complexity of this task is enormous. Joerose Tharakan is in Strategic Partnership Business Development at Microsoft, and she represents Microsoft’s largest partnerships. Joerose and her team cover both GSIs and high value advisories.   Microsoft has a large ecosystem of alliances (around 100,000), but she’s focused on 14 GSIs in particular. She has seen Microsoft and Cognizant (one of the GSIs she manages) come together as two enormous organizations.  We caught up with Joerose at the SAPPHIRE NOW conference to talk about the complexity of aligning two companies and what best practices she’s learned along the way.

Robert Reich, Professor of Public Policy in Berkeley’s Goldman School and former Secretary of Labor in the Clinton administration, delivers the keynote address at the Fall 2008 Teaching Conference for new Graduate Student Instructors (GSIs). This event was sponsored by the GSI Teaching and Resource Center, Graduate Division   The GSI Teaching and Resource Center, an academic unit in Berkeley’s Graduate Division, prepares GSIs for the teaching they will do at Berkeley and the teaching they may do in future academic and nonacademic careers.

Robert Reich, Professor of Public Policy in Berkeley’s Goldman School and former Secretary of Labor in the Clinton administration, delivers the keynote address at the Fall 2008 Teaching Conference for new Graduate Student Instructors (GSIs). This event was sponsored by the GSI Teaching and Resource Center, Graduate Division   The GSI Teaching and Resource Center, an academic unit in Berkeley’s Graduate Division, prepares GSIs for the teaching they will do at Berkeley and the teaching they may do in future academic and nonacademic careers.