The Long View
The Long View

Platforms of Compounding Greatness

SaaS is not only evolving—it’s also expanding, to bigger TAMs and stronger business models, right before our eyes. We believe there’s an opportunity for SaaS companies to create products that work better together. We call these Platforms of Compounding Greatness ("PCG").

Part 1

Platforms of Compounding Greatness

SaaS is not only evolving—it’s also expanding, to bigger TAMs and stronger business models, right before our eyes. We believe there’s an opportunity for SaaS companies to create products that work better together. We call these Platforms of Compounding Greatness ("PCG").

Part 2

The Single-Product Ceiling

While single-product, linear software businesses have worked great for the last ten years, the twin tailwinds of cloud transition and low interest rates are exposing weaknesses in the model. By understanding what limits most single-product software businesses, we can see hints of what will solve the current problems.

Part 3

The Paths to Multi-Product

Going multi-product clearly offers a better world for software companies, so why doesn't every company do it? It can be difficult to reallocate resources and create conviction within the business, but despite the challenges of expanding your product offerings, we see a few paths to success.

Case Study

OneStream: Single Source of Truth

OneStream is a case study on how to build a PCG, using a strategy we call the "Single Source of Truth” (SST).‍

Case Study

Follow the Workflow: The ServiceNow Archetype in Enterprise

A deep dive with Avanish Sahai, Dave Wright, Kevin Haverty, and Alex Saghatelian.

Case Study

Follow the Workflow: Product Strategy at ServiceNow

Dave Yuan and Avanish Sahai sit down with Dave Wright, Chief Innovation Officer at ServiceNow, to talk all things product.

Case Study

Follow the Workflow: Go-to-Market at ServiceNow

Dave Yuan and Avanish Sahai speak with Kevin Haverty, the former CRO and current Vice Chairman of the Public Sector at ServiceNow, about ServiceNow's GTM strategy for multi-product.

Case Study

Follow the Workflow: Pricing at ServiceNow

Dave Yuan and Avanish Sahai sit down with Alex Saghatelian, former Global Vice President of Monetization Strategy at ServiceNow, to talk about the big questions of pricing strategy.