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The Margin
MGI Research
9 episodes
3 days ago
The Margin is a podcast from MGI Research that explores the evolving world of business monetization. Hosted by MGI Managing Directors Andrew Dailey and Igor Stenmark, the show features candid conversations with founders, CEOs, product leaders, and industry experts at the forefront of pricing, billing, and revenue operations. Each episode dives deep into the strategies, technologies, and trends shaping how companies generate, capture, and grow revenue—from subscription and usage-based models to AI-driven monetization. Whether you're in finance, product, or IT, The Margin offers practical insights to help you navigate complexity and drive growth in the digital economy.
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Management
Business
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All content for The Margin is the property of MGI Research 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 Margin is a podcast from MGI Research that explores the evolving world of business monetization. Hosted by MGI Managing Directors Andrew Dailey and Igor Stenmark, the show features candid conversations with founders, CEOs, product leaders, and industry experts at the forefront of pricing, billing, and revenue operations. Each episode dives deep into the strategies, technologies, and trends shaping how companies generate, capture, and grow revenue—from subscription and usage-based models to AI-driven monetization. Whether you're in finance, product, or IT, The Margin offers practical insights to help you navigate complexity and drive growth in the digital economy.
Show more...
Management
Business
Episodes (9/9)
The Margin
Transforming Professional Services: Dan Brown on Pragmatic AI

In this episode of The Margin, MGI Research Managing Director Igor Stenmark speaks with Dan Brown, Chief Product Officer at Celonis, about the true impact of generative AI on professional services. Is it an existential threat, or a powerful accelerant? Drawing on experience at Microsoft and leading PSA vendors, Dan unpacks where GenAI delivers real value, where it falls short, and how firms can adopt a “pragmatic AI” strategy focused on impact, ease of deployment, and closed-loop feedback. They also explore the risks of AI hallucinations, pricing pressure, and why automation doesn’t replace trust.

What You’ll Learn:

  • Why GenAI is both an accelerant and a risk for services firms
  • Where AI actually delivers value in professional services today
  • Why trust, opinion-based work, and counterfactual thinking remain stubbornly human
  • How rising expectations, tooling overload, and talent shortages are shaping AI adoption
  • The “Pragmatic AI” framework used inside leading services and software organizations
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1 week ago
40 minutes

The Margin
Redefining Revenue: Youssef Yaghmour on the Six Pillars of Intelligent Monetization

In this episode of The Margin, MGI Research Managing Director Igor Stenmark sits down with Youssef Yaghmour, CEO and Founder of BluLogix, to explore the evolving challenges of monetization for multi-channel enterprises. They discuss the limitations of ERP systems, the role of AI in revenue prediction, and BluLogix’s six pillars of intelligent revenue management. From managing channel complexity to minimizing revenue leakage, Youssef shares practical insights for companies modernizing their monetization strategy in today’s fast-paced digital economy.

What You’ll Learn:

  • Why ERP Alone Isn’t Enough: Understand the limits of traditional ERP systems and why monetization platforms are essential for agile, multi-channel businesses.
  • Inside the Six Pillars of Intelligent Revenue Management: Explore how real-time margin tracking, GL integration, channel enablement, revenue recognition, forecasting, and prediction work together to eliminate revenue leaks.
  • How to Build True Cost Visibility: Learn how combining billing and cost tracking at the point of invoice creation helps prevent margin erosion and improve profitability.
  • AI’s Role in Modern Revenue Management: Discover how predictive analytics and AI-driven margin analysis can forecast growth opportunities and guide strategic focus.
  • Scaling Through Channel Empowerment: Hear why enabling resellers with shared monetization tools isn’t just a cost—it’s a competitive advantage that fuels top-line growth.
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3 weeks ago
38 minutes

The Margin
Tien Tzuo on Total Monetization: The Next Evolution Beyond Subscriptions

In this episode of The Margin, Andrew Dailey, Managing Director of MGI Research, sits down with Zuora CEO and founder Tien Tzuo, the originator of the “subscription economy,” to explore his latest vision: Total Monetization. They discuss how modern business models are shifting from static pricing to dynamic, relationship-based monetization strategies. Tien shares insights on usage-based billing, scaling complexity, future-proofing your tech stack, and why monetization must be holistic and customer-centric. If you're navigating the transition to flexible, consumption-driven models, this conversation is a must-listen.

What you’ll learn in this episode:

  • Why subscriptions are no longer enough — and how total monetization redefines modern business models
  • How pricing evolves from fixed transactions to relationship-based value creation
  • Why automation and agile infrastructure are essential to scale flexible pricing and packaging
  • How finance, sales, and customer success must align to support continuous monetization
  • Why companies that fail to adapt risk being outpaced by AI-driven competitors and market change
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1 month ago
21 minutes

The Margin
Jagan Reddy and the Future of RevRec

In this episode of The Margin Podcast, Andrew Dailey of MGI Research speaks with Jagan Reddy, Founder and CEO of RightRev, about the mounting pressure on finance teams as businesses adopt consumption-based models. Drawing on decades of experience in revenue automation, Reddy explores the collapse of spreadsheet-based rev rec, the hidden risks of poor data quality, and why modern CFOs must champion quote-to-revenue transformation. From pricing strategy to contract flexibility and AI-powered scalability, this episode offers a roadmap for finance leaders looking to future-proof their monetization stack. 


What you’ll learn in this episode:

  • Why spreadsheet-based revenue accounting can’t keep up with consumption models
  • How finance can bridge the gap between sales, billing, and revenue recognition
  • The critical role of data quality and automation in modern rev rec
  • Why CFOs must lead finance technology investment to scale efficiently
  • How pricing, delivery, and contract flexibility shape monetization success
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1 month ago
22 minutes

The Margin
Pricing as a Growth Engine: Vendavo’s Vision with Eric Carrasquilla

In this episode of The Margin, Andrew Dailey speaks with Eric Carrasquilla, CEO of Vendavo, about the evolving discipline of pricing and its impact on business profitability. Eric shares how generative AI is transforming price optimization, why domain expertise matters more than ever, and what’s driving success for enterprise B2B companies in volatile markets. From the challenges of data governance to shortening time-to-value and enabling smarter selling, Eric outlines how Vendavo is helping companies unlock margin growth, and why pricing is no longer just a back-office function but a strategic growth lever.

What You’ll Learn in this Episode:

  • Why pricing is the fastest way to boost profit.
  • The hidden roadblocks stopping companies from modernizing pricing.
  •  How GenAI is redefining price optimization.
  •  Why industry expertise beats generic software every time.
  •  How Vendavo turns pricing into a growth engine.


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2 months ago
37 minutes

The Margin
Adam Howatson on Why the Future Is Usage-Based

In this episode of The Margin, Andrew Dailey of MGI Research speaks with Adam Howatson, CEO of LogiSense, about the rising shift from subscription to usage-based pricing models. As the architect behind the “usage economy,” Howatson shares what businesses gain when they move away from flat-fee pricing—highlighting customer retention, monetization flexibility, and cross-sell potential. They also explore the importance of mediation engines, the limits of Salesforce Revenue Cloud, and how real-time data powers product and pricing decisions. If you're rethinking how to price and scale in a consumption-driven world, this is a must-listen.

What You’ll Learn in this Episode:

  • The benefits and pitfalls of adopting usage-based pricing
  • How to balance finance’s need for predictability with product and sales innovation
  • The role of mediation engines in scaling usage models successfully
  • When Salesforce Revenue Cloud is not enough for complex billing needs
  • Why real-time usage data is becoming the fuel for smarter monetization
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3 months ago
41 minutes

The Margin
Grant Peterson on Generative AI, CLM, and the Future of Contracting

In this episode of The Margin, Igor Stenmark speaks with Grant Peterson, Chief Product Officer at Conga, about how generative AI is reshaping Contract Lifecycle Management (CLM). Grant shares his perspective on where GenAI adds real value, where it falls short, and how companies can responsibly integrate AI into their workflows. Drawing on his experience at Conga and as a former product leader at DocuSign, Grant explores the promise and pitfalls of AI in contract management, the evolving role of machine learning, and what buyers need to know to stay ahead in this fast-changing space.

What You’ll learn in This Episode:

  • Where generative AI is already changing CLM, and where it isn’t ready yet
  • How AI and machine learning complement each other in contract workflows
  • What risks and costs to weigh before bringing AI into sensitive legal processes
  • How to evaluate vendor claims about AI capabilities
  • Why the next 12–24 months will be pivotal for AI-driven CLM innovation
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3 months ago
38 minutes

The Margin
Is AI Going to Replace Your Billing?

In this episode of The Margin, MGI Research Managing Directors Andrew Dailey and Igor Stenmark explore one of the hottest, and most misunderstood, topics in enterprise tech: AI in billing. They break down real-world use cases for generative AI and machine learning, assess what’s table stakes versus experimental, and explain how AI is already impacting customer service, fraud detection, and quote-to-cash timelines. They also offer a framework for evaluating vendor claims, discuss risks around data privacy and governance, and tackle the big question: Should you wait or act now?

What You’ll Learn in this Episode:

  • The difference between table stakes, differentiated, and experimental AI use cases in billing
  • Practical applications of generative AI and machine learning in quote-to-cash processes
  • How AI can shorten billing system implementations and reduce disputes
  • Key questions to ask vendors about data handling, privacy, and costs
  • Why waiting on AI adoption may carry more risk than reward
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3 months ago
32 minutes

The Margin
Jane Koltsova on Turning Finance into a Strategic Growth Engine

In this episode of The Margin, Andrew Dailey of MGI Research sits down with Jane Koltsova, Sr. Director of Finance Operations and Order to Cash Transformation at Medidata Solutions. Drawing on her experience at Salesforce and PagerDuty, Jane unpacks the critical, but often overlooked, role finance plays in scaling SaaS businesses. From revenue recognition and system upgrades to cross-functional collaboration and attracting finance talent, she shares hard-won insights on transforming order-to-cash into a strategic growth engine. If you think accounting is just about compliance, this conversation will change your perspective.

What You’ll Learn in this Episode:

  • How finance can drive growth by transforming order-to-cash processes
  • Lessons from Salesforce and PagerDuty on scaling through acquisitions and new revenue models
  • Ways to break down silos and build stronger partnerships between finance, sales, product, and IT
  • How to spot the right time to upgrade systems and move beyond spreadsheets
  • Strategies for attracting, developing, and retaining top finance talent
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3 months ago
30 minutes

The Margin
The Margin is a podcast from MGI Research that explores the evolving world of business monetization. Hosted by MGI Managing Directors Andrew Dailey and Igor Stenmark, the show features candid conversations with founders, CEOs, product leaders, and industry experts at the forefront of pricing, billing, and revenue operations. Each episode dives deep into the strategies, technologies, and trends shaping how companies generate, capture, and grow revenue—from subscription and usage-based models to AI-driven monetization. Whether you're in finance, product, or IT, The Margin offers practical insights to help you navigate complexity and drive growth in the digital economy.