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Insights for IT Negotiations
UpperEdge
353 episodes
2 days ago
The world's most trusted IT negotiation advisors for innovative IT sourcing and risk mitigation strategies
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Business
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All content for Insights for IT Negotiations is the property of UpperEdge and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The world's most trusted IT negotiation advisors for innovative IT sourcing and risk mitigation strategies
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Business
Episodes (20/353)
Insights for IT Negotiations
From Risk to Reward: How SaskPower Achieved a Smooth S/4HANA Go-Live with Jesse Webb

In this episode of Insights for IT Negotiations, hosts John Belden and Kylie Chisholm sit down with Jesse Webb, IT Director at SaskPower, to explore the story behind the utility’s highly successful SAP S/4HANA transformation.

Jesse shares the lessons learned from SaskPower’s multi-year modernization journey, from managing vendor costs and internal resource capacity to building a cohesive cross-functional team that ensured go-live readiness. She reveals how deliberate planning, risk mitigation, and strong collaboration between IT, business, and implementation partners helped the organization overcome early project hurdles and achieve a seamless go-live weekend.

Tune in to hear practical insights on:

  • Balancing internal and external project resources
  • Establishing clear go-live criteria and risk mitigation plans
  • The power of co-location and building team trust
  • How early alignment and executive communication drive project success

Whether you’re preparing for your own SAP modernization or navigating a complex IT transformation, this conversation is packed with real-world lessons on what it takes to deliver results confidently and collaboratively.

Resources:

BLOG - Thriving Amid Uncertainty: How to Move Your Digital Transformation Forward While Others Freeze

BLOG - Rethinking Transformation Strategy in an AI-First World: AI is Changing SAP Strategy. Is Your Busin…

About the Show:
Welcome to Insights for IT Negotiations, a podcast by UpperEdge, a leading IT sourcing, negotiation, and project-execution advisory firm. Join John Belden, UpperEdge’s Chief Research & Strategy Officer, and Kylie Chisholm, UpperEdge’s Marketing Manager, every other week as they share high-impact insights to help you maximize the value of your key IT relationships.

Timestamps:03:05 — Overview of SaskPower and Its SAP Background
04:35 — The SAP Modernization Program
05:23 — From ECC to S/4HANA: Scope and Approach
07:03 — Modernizing Custom Applications and Risk Mitigation
08:33 — Lessons Learned from Earlier Projects
10:33 — Managing Internal Resource Capacity
13:20 — IT vs. Business Resource Constraints
14:05 — Business Integration and Dedicated Resources
14:39 — Sponsor Message (UpperEdge Subscription Advisory Services)
14:59 — Go-Live Readiness: Planning and Criteria
16:01 — Testing Strategy and Success Criteria
19:01 — Practice Conversions and Dress Rehearsals
20:04 — The Go-Live Weekend Experience
21:10 — Risk Management and Business Continuity Plans
22:53 — Lessons from Backup Planning
24:04 — Key Decisions That Drove Success
25:21 — Co-Location and Building Team Cohesion
27:08 — Value of Personal Relationships in Project Success
28:13 — What Jesse Would Do Differently
29:03 — The Importance of Context in Decision-Making

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2 days ago
30 minutes 38 seconds

Insights for IT Negotiations
Dreamforce 2025: Salesforce’s AI Push, AELA Explained, and What It Means for Your Renewals

In this episode of Insights for IT Negotiations, host Kylie Chisholm is joined by Adam Mansfield, UpperEdge’s Salesforce Practice Leader, to unpack everything from Dreamforce 2025. They dive into how Salesforce’s Agentic Enterprise Licensing Agreement (AELA) is reshaping enterprise licensing, the emphasis on AI and “Agentforce,” and what all this means for you as a Salesforce customer approaching renewal.

Listeners will learn how to:

  • Strategically prepare for upcoming renewals and negotiations
  • Push back on unwanted AI add-ons and licensing changes
  • Align internal stakeholder messaging and evaluate new value propositions
  • Understand the real implications of Dreamforce-announced products and pricing

If you’re a Salesforce customer heading into renewal season, this episode offers timely, tactical advice to help you protect value and improve outcomes.

Resources:

VIDEO - Salesforce’s New Agentic Enterprise Licensing Agreement (AELA) – What Customers Need to Know

BLOG - Salesforce Increasing Pricing and Adding Agentforce Options: What Customers Need to Know Now

About the Show:
Welcome to Insights for IT Negotiations, a podcast by UpperEdge, a leading IT sourcing, negotiation, and project-execution advisory firm. Join John Belden, UpperEdge’s Chief Research & Strategy Officer, and Kylie Chisholm, UpperEdge’s Marketing Manager, every other week as they share high-impact insights to help you maximize the value of your key IT relationships.

Show more...
1 week ago
19 minutes 31 seconds

Insights for IT Negotiations
Navigating Salesforce Renewals and the Reality Behind “Agentforce”

In this episode of Insights for IT Negotiations, host Kylie Chisholm talks with Adam Mansfield, UpperEdge’s Salesforce Practice Advisory Leader, about how customers can successfully prepare for upcoming Salesforce renewals.

Adam discusses why many organizations are frustrated with Salesforce’s current direction, particularly its heavy focus on Agentforce and AI, while overlooking existing customer needs and product value. He explains what this means for enterprise buyers and how they can strengthen their negotiation position.

Listeners will learn how to:

  • Approach renewals and upcoming negotiations strategically
  • Push back on unwanted AI add-ons
  • Align internal teams for consistent messaging
  • Get the most out of Dreamforce

If you’re a Salesforce customer heading into renewal season, this episode offers timely, practical advice to help you protect value and improve outcomes.

Resources:

BLOG – Salesforce’s New Agentforce Pricing: What Customers Should Know

VIDEO – Salesforce Q2 FY26 Earnings: Agentforce Hype vs. Reality

About the Show:
Welcome to Insights for IT Negotiations, a podcast by UpperEdge, a leading IT sourcing, negotiation, and project execution advisory firm. Join Adam Mansfield, UpperEdge’s Salesforce Practice Leader and Kylie Chisholm, UpperEdge’s Marketing Manager, every other week as they share valuable insights to help you maximize the value of your key IT relationships.

For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

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1 month ago
20 minutes 33 seconds

Insights for IT Negotiations
Oracle’s AI Playbook: Co-CEOs & Explosive OCI Growth

Oracle just named two co-CEOs and doubled down on an AI-first future. Jeff Lazarto explains how OCI’s gigawatt-scale GPU superclusters, Oracle’s vectorized “AI database,” and application-layer AI agents could make Oracle the standard for AI training and—soon—enterprise inferencing. He also highlights what this means for customers evaluating Oracle today: timing, deal leverage, and a practical path from on-prem to cloud/Fusion.  

Key Points:

  • Why big AI players are choosing OCI for training; cost/performance narrative.  
  • Oracle’s bet that inferencing (AI agents doing work) will dwarf training.  
  • The “AI database” and data privacy posture across models.  
  • Leadership update: co-CEO model aligning apps vs. infra.  
  • Customer takeaways: leverage, migration paths, and contract strategy. 


Episode Chapters

00:00:23 AI and OCI are driving Oracle’s momentum - Oracle’s earnings buzz is fueled by AI demand and OCI’s gigawatt-scale GPU superclusters selected by top AI players.

00:01:11 Why big tech is choosing OCI - Oracle claims faster/cheaper model training; efficiency and cost are key factors behind marquee customer selection.

00:02:04 Training now, inferencing next (the much bigger market) - Ellison frames inferencing—AI agents embedded in business processes—as the wave that will dwarf training.

00:02:46 From “college” to work: enterprise-tuned AI agents - Publicly trained models get fine-tuned on company data so AI agents can actually do tasks for the business.

00:03:05 Oracle’s AI Database and vector search - Oracle pitches a vectorized, privacy-preserving database that works across ~25+ models while keeping enterprise data secure.

00:03:41 Endorsement loop that benefits Oracle - If leading AI builders rely on OCI, enterprises may follow suit for hosting their own AI workloads.

00:04:24 OCI growth projections that shocked Wall Street - Oracle reiterated aggressive OCI revenue targets through FY30, a key driver of the stock’s surge.

00:05:12 Oracle’s stack: training → inferencing → data → apps - Strategy spans AI training/inferencing, the AI database layer, and SaaS built on AI application generators.

00:05:50 App generators = networks of AI agents - Oracle describes SaaS evolving from hand-coded software to AI agents linked by workflows.

00:07:07 Multicloud and “Cloud@Customer” options - Run Oracle in public regions, behind your firewall, or access Oracle Database from Azure/AWS/GCP via reseller arrangements.

00:07:28 Leadership shift: two new co-CEOs - Clay Magouyrk (OCI/engineering) and Mike Sicilia (industries/apps) step in; tech-first leaders for infra and apps.

00:08:05 Clay McGuirk’s remit (Gen2 OCI & AI DCs) - Architect behind high-performance OCI powering gigawatt-scale AI training is elevated.

00:08:30 Mike Sicilia’s remit (vertical apps & AI) - Industry SaaS leader focuses on applying AI within Oracle’s application portfolio.

00:09:12 Why tech visionaries at the top matters - Oracle follows the big-tech pattern: product-minded leaders setting direction vs. sales-led stewardship.

00:10:01 Co-CEO model returns; wider exec moves - Safra Catz shifts to executive vice chair; additional sales/finance leadership changes are in motion.

00:11:30 Two-engine company, two tech CEOs - Structure mirrors Oracle’s dual identity: infrastructure and applications led by AI-savvy chiefs.

00:11:57 Customer takeaway: leverage the moment - High expectations on Oracle create room to negotiate strong terms and strategic commitments.

00:12:44 Installed base path to AI value - Benefits of AI live in the cloud: Fusion for apps and OCI for tech; BYOL eases the move.

00:13:24 Expect harder Oracle push to cloud - Stronger GTM motions will highlight concrete AI/business value to drive migrations.

00:14:09 Start with your Oracle strategy, then engage - Define the enterprise roadmap first; invite Oracle to align capabilities and structure the right deal. 

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1 month ago
14 minutes 39 seconds

Insights for IT Negotiations
Renewal Pricing Tied to Real Usage?

SaaS vendors often push programmatic renewal price increases—whether you used the product’s features (new or existing) or not. Here’s a fairer, customer-focused approach: only permit price hikes at renewal when (1) the SaaS vendor enhanced the production being subscribed to since your last renewal and (2) you’re actually using those enhancements. That aligns spend to delivered value and incentivizes vendors add enhancements of value and put in effort to help drive adoption.

Key points

  • Renewal price increase caps (3–5%, even 0%) are helpful but programmatic and often are littered with conditions
  • A better standard: tie any increase to verifiable feature use.
  • SaaS vendors should proactively enable usage (training, outreach, no cost resources…etc.)
  • Most customers underutilize features—don’t pay for what you don’t use, certainly don’t pay more for air


For more innovative IT sourcing and risk mitigation insights, ⁠subscribe⁠ to the UpperEdge newsletter and follow UpperEdge on ⁠LinkedIn⁠ and ⁠Twitter⁠.

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2 months ago
4 minutes 39 seconds

Insights for IT Negotiations
Microsoft Eliminates EA Volume Discounts: What It Means for Enterprise Customers

In this episode of Insights for IT Negotiations, UpperEdge’s Adam Mansfield joins to break down Microsoft’s recent announcement to eliminate Enterprise Agreement (EA) volume discounts starting November 1st. Adam explains what this change means for enterprise customers, how executives are reacting, and the strategies organizations can use to prepare. From executive-level conversations to utilization analysis, alternative solutions, and the role of Cloud Solution Providers (CSPs), this discussion provides practical guidance for navigating Microsoft’s evolving pricing model.

Resources:

UPCOMING WEBINAR - ⁠Breaking the Microsoft Mold: How to Negotiate on Your Terms⁠

BLOG - ⁠Microsoft Ends EA Volume Discounts: What It Means and How to Respond⁠

VIDEO - ⁠Microsoft Ends EA Volume Discounts – What It Means for You⁠

About the Show:Welcome to Insights for IT Negotiations, a podcast by UpperEdge, a leading IT sourcing, negotiation, and project execution advisory firm. Join John Belden, UpperEdge’s Chief Research and Strategy Officer, and Kylie Chisholm, UpperEdge’s Marketing Manager, every other week as they share valuable insights to help you maximize the value of your key IT relationships.

For more innovative IT sourcing and risk mitigation insights, ⁠subscribe⁠ to the UpperEdge newsletter and follow UpperEdge on ⁠LinkedIn⁠ and ⁠Twitter⁠.


Show more...
2 months ago
24 minutes 5 seconds

Insights for IT Negotiations
Salesforce’s New Agentforce Pricing Plans: All About Getting You to Start Using

In this episode, Adam Mansfield, Salesforce Practice Leader at UpperEdge and industry expect, explains what the new Pay-As-You-Go and Pre-Commit, and Pre-Purchase pricing models mean for enterprise customers and why Salesforce is providing them.

Key takeaways and what will be covered:

  • Breakdown of all three Agentforce pricing options: Pre-Purchase, Pay-As-You-Go, and Pre-Commit
  • What EVP of Corporate Strategy, Bill Patterson’s public comments really signal about internal Salesforce priorities and current Agentforce adoption
  • How to use this moment of leverage to negotiate better terms, definitions, and future flexibility


For more innovative IT sourcing and risk mitigation insights, ⁠subscribe⁠ to the UpperEdge newsletter and follow UpperEdge on ⁠LinkedIn⁠ and ⁠Twitter⁠.


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2 months ago
6 minutes 46 seconds

Insights for IT Negotiations
Microsoft Ends EA Volume Discounts – What It Means for You

Effective November 1, 2025, Microsoft will eliminate EA volume-based discounts for online services like Microsoft 365 and Dynamics 365. Adam Mansfield, Microsoft Practice Leader at UpperEdge, breaks down the impact, why Microsoft is making this change, and how enterprise customers can push back. Learn how this move ties to Microsoft’s motivation to accelerate ARPU growth, increased product adoption and upgrades (Microsoft 365 Copilot, E5), and shift more customers towards an MCA-E or CSP contracting model—and what actions need to be take right now.

For more innovative IT sourcing and risk mitigation insights, ⁠subscribe⁠ to the UpperEdge newsletter and follow UpperEdge on ⁠LinkedIn⁠ and ⁠Twitter⁠.


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2 months ago
9 minutes 10 seconds

Insights for IT Negotiations
Microsoft FY25 Q4 Earnings: Beat Expectations driven by Azure Growth and Copilot Adoption

Microsoft closed FY25 with strong revenue growth, fueled by Copilot adoption, E5 momentum, and Azure’s breakout 39% growth. Adam Mansfield, Microsoft Practice Leader at UpperEdge, breaks down the key takeaways from the earnings call, including what the numbers mean for enterprise customers with upcoming renewals or considering in-term purchases. Learn how Microsoft’s focus on moving customers to E5, AI (M365 Copilot, GitHub Copilot, Copilot Studio…etc.) will shape pricing, commitments, and negotiation leverage in the year ahead.

 

For more innovative IT sourcing and risk mitigation insights, ⁠subscribe⁠ to the UpperEdge newsletter and follow UpperEdge on ⁠LinkedIn⁠ and ⁠Twitter⁠.


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3 months ago
8 minutes 52 seconds

Insights for IT Negotiations
How Generative AI is Reshaping SAP Brownfield Implementations with Ryan McGhee

In this episode of Insights for IT Negotiations, UpperEdge’s Ryan McGhee joins John Belden and Kylie Chisholm to explore how generative AI is influencing SAP S/4HANA brownfield transformations. From productivity claims and risk mitigation to transparency challenges and use case development, the conversation uncovers what IT leaders need to know before engaging their system integrators. Learn how to separate hype from value, ask the right questions, and prepare your environment to fully leverage AI’s potential without sacrificing control or incurring hidden costs.

Resources

BLOG – ⁠Rethinking Transformation Strategy in an AI-First World: AI is Changing SAP Strategy. Is Your Business Ready?⁠

BLOG - ⁠Brownfield and the AI Gap: What Your SI Isn’t Telling You and Why It’s More Complex Than It Looks⁠

Want to go deeper? ⁠Contact us⁠ to discuss how we can support your transformation strategy.



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3 months ago
44 minutes 21 seconds

Insights for IT Negotiations
Salesforce Pricing Shifts, AgentForce, and Slack: What Customers Need to Know Before Dreamforce

Salesforce is making bold changes that every customer needs to pay attention to. In this episode of Insights for IT Negotiations, UpperEdge’s Adam Mansfield joins Kylie Chisholm to unpack the upcoming 6% price increase, the evolving AgentForce pricing models, and Slack’s shift toward higher-cost enterprise editions.

They explore what’s really driving these updates, how they impact your current agreements, and what actions you should take now to maintain leverage, especially with Dreamforce around the corner.

Key Topics:

  • Why Salesforce is raising prices and how customers are reacting
  • What to know about AgentForce pricing models and AI consumption risks
  • Slack’s price increase and its role in Salesforce’s bundling strategy
  • Practical steps to prepare for renewal negotiations

Resources

PODCAST – Salesforce Announces August Price Hikes & New AgentForce & Slack Plans: Here’s What You Must Do Now

BLOG - Salesforce Increasing Pricing and Adding Agentforce Options: What Customers Need to Know Now

If you’re a Salesforce customer, these changes are coming. This episode will help you get ahead of them. Learn more about how UpperEdge can help here.

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4 months ago
26 minutes 51 seconds

Insights for IT Negotiations
Salesforce Announces August Price Hike & New AgentForce and Slack Plans: Here’s What You Must Do Now

Salesforce just announced a 6% price increase effective August 1st (20% for Slack Business+), alongside new Agentforce and Slack plans. This includes a staggering $125/user/month Agentforce add-on and an Agenforce 1 Edition for $550/user/month.

In this episode, Adam Mansfield, Salesforce Practice Leader at UpperEdge, breaks down the real strategy behind these moves and what Salesforce customers must do now to prepare before they get locked into higher costs without the right protections.

Key Takeaways:

  • What’s really behind the Salesforce product (sales, service, field service and industry) and Slack price increases
  • What comes with the Agentforce add-on and Agentforce 1 Edition
  • What customers that are considering  AgentForce need to do
  • What to demand from Salesforce before committing to anything: pricing, definitions, volume discounting, protections, flexibility and more


For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

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4 months ago
5 minutes 47 seconds

Insights for IT Negotiations
AI-Fueled Cloud Lock-In: Why Escaping Your Vendor Just Got Harder

In this episode of Insights for IT Negotiations, UpperEdge’s Adam Mansfield joins Kylie Chisholm to unpack the evolving reality of vendor lock-in in the cloud era and how AI is deepening that entrenchment. From the long-standing SaaS model to today’s rapidly spreading AI offerings from Microsoft, Salesforce, and others, organizations are finding themselves more tightly bound to vendors than ever before. But does that mean you're powerless? Hardly. Learn actionable strategies to mitigate the risks of cloud and AI lock-in, reframe your negotiation mindset, and hold vendors accountable for delivering long-term value.

Resources:

BLOG: How to Avoid Vendor Lock-in with Cloud Subscription Agreements

BLOG: Key Trends Disrupting Your Cloud Vendor Relationships

About the Show:
Welcome to Insights for IT Negotiations, a podcast by UpperEdge, a leading IT sourcing, negotiation, and project execution advisory firm. Join John Belden, UpperEdge’s Chief Research and Strategy Officer, and Kylie Chisholm, UpperEdge’s Marketing Manager, every other week as they share valuable insights to help you maximize the value of your key IT relationships.

For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

Show more...
4 months ago
23 minutes 4 seconds

Insights for IT Negotiations
Oracle’s FY25 Boom: AI, Cloud, and What It Means for Customers

Jeff Lazarto, Oracle Practice Leader at UpperEdge, breaks down Oracle’s explosive FY25 earnings, the role of AI in their growth, and strategic guidance for existing and prospective Oracle customers. From cloud infrastructure to database demand and Oracle’s aggressive sales posture, this episode unpacks what buyers need to know now to negotiate smartly and plan for the future.For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

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4 months ago
6 minutes 52 seconds

Insights for IT Negotiations
Is This Company Really Going to Make a 1 Million-Seat Microsoft 365 Copilot Commitment?

Microsoft’s mega deal is raising big questions. A report suggests Microsoft is working on a 1 million-seat Microsoft 365 Copilot deal, but what does that actually mean for customers?

In this episode, Adam Mansfield, Advisory Practice Leader at UpperEdge, dissects the potential Microsoft 365 Copilot mega-deal and raises critical questions about possible and likely “over licensing,” the adequacy of discounting and pricing protections, and the potential shift toward consumption-based pricing.

If you’re evaluating Microsoft’s AI offering “Microsoft 365Copilot,” to any degree and magnitude, this is a must-watch.

  • Are all 1M seats paid? Will they be used?
  • Did the buyer get renewal protections?
  • What happens to the underlying E3/E5 pricing and associated unified support fees?
  • What to demand before signing a high-volume Microsoft 365 Copilot deal

For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

Topics include:

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4 months ago
4 minutes 19 seconds

Insights for IT Negotiations
Is Microsoft 365 E7 Coming and Will it Include Microsoft 365 Copilot?

There has been speculation that Microsoft is going to one day introduce a Microsoft 365 E7 plan. Adam Mansfield, Advisory Practice Leader at UpperEdge, shares his take on whether Microsoft 365 E7 is coming and why customers shouldn’t wait around for it. He breaks down the math behind M365 E3, M365 E5, and M365 Copilot pricing, the pitfalls of bundling, and why now is the time to focus on getting the right protections, flexibility, and pricing for your current Microsoft stack.

In this episode, learn:

  • Why Microsoft might roll out an Microsoft 365 E7
  • Whether M365 Copilot would be bundled
  • Pricing deltas and enterprise adoption challenges
  • Where customers should focus right now to stay ahead


For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

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5 months ago
4 minutes 6 seconds

Insights for IT Negotiations
How One Oracle Deal Delivered $11M in Savings: A Strategic Sourcing Case Study

In this episode of Insights for IT Negotiations, Jeff Lazarto and Shane Griffin pull back the curtain on a recent Oracle ERP transformation engagement. They share how a client secured over $11 million in savings and achieved long-term pricing protections without turning negotiations adversarial. Tune in to learn how UpperEdge’s relationship-based approach, proven negotiation strategy, and commercial term frameworks enabled an impactful outcome, and what other organizations can take away as they evaluate enterprise applications like Oracle and Workday.

Resources:

Oracle Audit Services

PODCAST - Mastering Oracle Negotiations: Insights from UpperEdge’s Expert Advisors

BLOG - Oracle’s Data Breach Response: A Crisis Management Playbook

About the Show:
Welcome to Insights for IT Negotiations, a podcast by UpperEdge, a leading IT sourcing, negotiation, and project execution advisory firm. Join John Belden, UpperEdge’s Chief Research and Strategy Officer, and Kylie Chisholm, UpperEdge’s Marketing Manager, every other week as they share valuable insights to help you maximize the value of your key IT relationships.

For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

Show more...
5 months ago
12 minutes 21 seconds

Insights for IT Negotiations
Workday Q1 FY26 Earnings: AI Expansion, Fast Deployments & What Customers Should Do Now

In this episode, Jeff Lazarto, Workday Practice Leader at UpperEdge, breaks down Workday’s Q1 FY26 earnings and what they reveal about the company’s direction—and how enterprise customers should respond.

With 13% YoY growth, major investments in AI agents, and the rollout of Workday Go for rapid deployments, Workday is pushing innovation and reach across sectors and geographies. But Jeff cautions: if you're expanding your Workday footprint, use this as an inflection point to revisit your contracts and pricing.

Topics include:

  • Why AI expansion should trigger a contract review
  • What Workday Go means for midmarket and larger orgs
  • How to avoid “off-cycle” expansions that hurt renewal leverage
  • Where Workday is focusing industry growth (Gov, Higher Ed, Healthcare, Financial Services)

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5 months ago
5 minutes 27 seconds

Insights for IT Negotiations
Salesforce Q1 FY26 Earnings: What AI (AgentForce), Data Cloud & Informatica Mean for Customers

Salesforce just released its Q1 FY26 earnings, and it’s clear: Agentforce (Salesforce’s AI offering), and Data Cloud are at the heart of its future growth strategy. In this episode, Adam Mansfield, Advisory Practice Leader at UpperEdge, unpacks the financials and the implications for current and future Salesforce customers.

From 8000 Agentforce customers (1/2 paying customers) to CEO, Marc Benioff’s vision to make all customers AI + DATA + CRM” customers, Adam explains what you need to do now to lock down pricing, define terms, and protect against the coming consumption push.

Highlights include:

  • The real reason behind Salesforce’s Informatica acquisition
  • What AgentForce adoption (paid or unpaid) means for your deal
  • Why Data Cloud, Tableau, and Slack will soon follow
  • What to commitments need to be gained from Salesforce before saying yes to free AI (Agentforce) pilots

For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

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5 months ago
9 minutes 30 seconds

Insights for IT Negotiations
ServiceNow’s $1B AI Plan: What It Means for Customers

In this episode, Adam Mansfield, Advisory Practice Leader at UpperEdge, analyzes key messages from ServiceNow’s recent Financial Analyst Day and what has been revealed to ServiceNow customers, including ServiceNow’s clear focus on accelerating AI revenue growth and getting customers to upgrade. He also discusses what that means for customers moving forward.

ServiceNow is aiming to grow its AI-related revenue from $250M to $1B by FY26, largely by pushing customers to upgrade to Pro Plus (Pro+) through “low cost” starter packs, steep uplifts, and vendor friendly hybrid pricing models that include a consumption based pricing component.

Adam outlines:

  • ServiceNow’s AI revenue goals and growth strategy
  • Why the “low-cost starter pack” isn’t just a trial, but a hook
  • How to protect your interests before committing to Pro Plus
  • What to negotiate now before you “start tasting”

For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

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5 months ago
6 minutes 50 seconds

Insights for IT Negotiations
The world's most trusted IT negotiation advisors for innovative IT sourcing and risk mitigation strategies