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Michael Speranza
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Sep 4, 2026
134. Rewriting the Rules of SaaS Value
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Thomas LahHOST
And then the other thing is now you have your investors and your board saying, Michael, what's this thing look like three, five years from now? How do we protect our investments in this company? So between Dealing with the customer's shifting mentality and dealing with investors, what's keeping you up the most at night?

Michael SperanzaGUEST
And for me, it's like, I feel actually kind of remarkably comfortable about those two questions right now.

Michael SperanzaGUEST
Not to be the point of arrogance, but to understand that, okay, I know those are the two most important questions.
33 MINS LATER
Measuring AI ROI Through Expertise Compounding With Kantata
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9:31NeilHOST
But just to bring that to life, how would an organisation measure that in practice? And what would tell a CEO that their company's expertise is genuinely becoming more valuable over time? Because, again, it feels like a real opportunity here.

Michael SperanzaGUEST
Yeah, I think firms have to look beyond the traditional productivity metrics.

Michael SperanzaGUEST
And historically, these are things like margin, utilization rate, billable hours.

Michael SperanzaGUEST
And those are obviously still very fundamental to... driving the metrics of the business.

Michael SperanzaGUEST
What we are suggesting is that there's a new level of metric that is important and really to look about how you're driving revenue growth, how you're creating new opportunity from these tools.

Michael SperanzaGUEST
I talked to one client recently where they've started to obviously leverage these tools to drive revenue growth.
10 MINS LATER
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20:04NeilHOST
And for any professional services leaders that could be listening to our conversation today, any practical steps that you'd advise that they take to start capturing that institutional knowledge and making expertise available across the business and also measuring whether AI is creating a sustainable commercial value? Any tips or advice just for anyone wanting to get started there?