The Platform Journey

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

This season features conversations with key decision-makers who have shaped the evolution of today's leading technology platforms and ecosystems. We talk to C-suite executives, board members, investors, and others who must be bought into the platform journey.In this episode, Avanish and Greg discuss:Greg's journey at the intersection of technology and professional services, including his role building EY's global partnerships practice into a substantial business driverWhy most companies remain confused about partnerships, platforms, and ecosystems, and how successful companies are "built from the ground up" to orchestrate ecosystemsMicrosoft's transformation under Satya Nadella as the gold standard for ecosystem strategy - shifting from competing against everyone to becoming a platform that orchestrates the capital of hundreds of thousands of companiesWhy the future belongs to companies that shift from linear value chains to orchestrated ecosystems where they either orbit around or become the center of mass for other participantsThe urgency for C-suites to think beyond operational AI improvements and envision what their industry will look like in five yearsHost: 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 end 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 GregGreg is the Founder of Sarafin Advisory which he launched in 2024 to provide companies with actionable advice and insights to help them grow Enterprise Value in an era of immense change and opportunity. Previously, Greg spent over 9 years at EY where he was most recently the Global Vice Chair - Alliances and Ecosystems. Prior to joining EY in 2015, he spent seven years as an executive at IMB, running one of the top five accounts at the firm and then managing the professional services P&L for Banking and Financial Markets in North America. He also held significant leadership positions in financial service technology and digital disruption across industries. In addition, he helped found a health payments dot-com and, prior to that, ran his own software development company.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.LinksFollow our guest, Greg SarafinFollow our host, Avanish Sahai

In this episode, Avanish and Andrew discuss:Andrew's journey as an "operational CFO" from Sun Microsystems through ServiceNow, WalkMe, Lacework, and now Amplitude, being part of the team that built ServiceNow from $400M to $4.5B ARRWhy CFOs must "play chess, not checkers" - thinking several moves ahead about decision implications and making strategic investment pivots for anticipated future growthThe critical difference between multi-product and platform strategies: true platforms have definite customer adoption journeys where products aren't sold independentlyRecognizing platform readiness signals: when customers organically create their own workflows and use cases you never conceived, like hospitals using Amplitude for emergency room optimizationBuilding effective teams by mixing "veterans with rookies" to solve problems rather than just "admire problems," and driving focused execution around single key investmentsThe "fair exchange of value" approach to pricing and partnerships that emphasizes customer adoption, transparency, and simplicity over complexityAbout Avanish Sahai:Avanish 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 end 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 Andrew Casey: Andrew Casey is Chief Financial Officer at Amplitude, where he leads Amplitude's General & Administrative organization, which includes finance, accounting, and legal. With more than 25 years of enterprise software experience, Casey brings deep financial expertise combined with extensive go-to-market strategy and business operations experience.Casey joined Amplitude from Lacework, where he served as CFO and oversaw its successful acquisition by Fortinet. Prior to that, he was the CFO of WalkMe, where he led its Initial Public Offering (IPO) and transformed its enterprise sales motion. Casey’s career also includes senior finance roles with ServiceNow, Hewlett-Packard, NortonLifeLock Inc. (formerly Symantec), Oracle, and Sun Microsystems.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.LinksFollow our guest, Andrew CaseyFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, Avanish and Mike discuss:Mike's journey from his early tech roots in Silicon Valley to his role as CRO at Zscaler, including his transformative work growing ServiceNow from $500M to $6B in the Americas regionThe importance of always viewing platform strategy through the customer's lens - helping them achieve outcomes rather than managing multiple point solutionsHow a successful platform requires breaking down silos not just within your own organization, but often within your customer's organizationThe "one team" concept of the three-legged stool: customer, vendor, and partner, all working together toward shared successWhy ecosystem partners are mission-critical, providing industry expertise and customer insights that vendors can't replicateThe role of security in enabling productive AI adoption, with Zscaler helping customers leverage generative AI safely at scaleHow to develop meaningful metrics with partners beyond just pipeline generation, focusing on mutual success plans and regular reviewsThe importance of playing the long game with partners - "It's not how you behave when things are going great, it's how you behave when things hit the fan"Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 Mike RichMike Rich is a highly accomplished technology sales professional with a career spanning more than 30 years.During his tenure as President, Americas at ServiceNow from 2011–2023, Mike played a pivotal role in the company's success. Under his leadership, the AMS region experienced unprecedented revenue growth, catapulting from $500 million to $6 billion+.Mike focused on initiatives like vertical industries that enabled customer-facing teams to partner closely with customers. During his time, the company's overall growth skyrocketed from $80 million to $8 billion. Throughout his career, Mike has kept customer satisfaction as the north star, ensuring that every business decision aligns with the goal of providing unparalleled value to clients and career advancement for employees.Before ServiceNow, Mike held leadership roles at enterprise software companies Borland, Rational Software, and Kana.Mike's leadership philosophy revolves around building diverse teams that prioritize achieving desired mutual outcomes. His passion is fostering environments where collaboration, mutual respect, and teamwork are paramount.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.LinksFollow our guest, Mike RichFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, Avanish and Dennis discuss:How Freshworks evolved from a single help desk product to a multi-product platform serving 74,000 customers globally, from small businesses to enterprises like Airbus and Nucor SteelThe importance of being "pulled" by customers into new markets rather than pushing—recognizing when customers you didn't expect are adopting your productsThe challenges of building and scaling a multi-product company where products are at different maturity levels and target slightly different ICPsWhy ecosystem strategy is critical at Freshworks, including both technology integrations with thousands of partners and a services ecosystem to source and implement solutionsFreshworks' differentiated approach of building "uncomplicated" solutions in a market dominated by complexity—particularly for mid-market and low-enterprise customers (up to 20,000 employees)Dennis's philosophy of customer-centricity: "When in doubt, go talk to a customer"Building an ecosystem strategy that includes both technology integrations with thousands of partners and a global services network, with direct sales in nine countries and partner-led expansion everywhere elseAbout the HostAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 Dennis WoodsideDennis Woodside is the CEO and President of Freshworks. He joined Freshworks as President in 2022. Dennis has spent more than two decades at innovative companies in Silicon Valley. Previous roles include Chief Operating Officer of Dropbox and sales and strategy leadership roles at Google for more than 10 years, including CEO of Motorola Mobility after Google acquired the company.Dennis serves on the board of the Boys & Girls Club of the Peninsula in California and previously served on the boards of the American Red Cross and ServiceNow. Dennis holds a B.S. in Industrial Relations from Cornell University and a J.D. from Stanford Law School.About FreshworksFreshworks Inc. (NASDAQ: FRSH) provides people-first AI service software that organizations use to deliver exceptional customer and employee experiences. More than 72,000 companies, including American Express, Bridgestone, Databricks, Fila, Nucor, and Sony choose Freshworks’ uncomplicated solutions to increase efficiency and loyalty. For the latest company news and customer stories, visit www.freshworks.com and follow us on Facebook, LinkedIn, and X.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.LinksFollow our guest, Dennis WoodsideFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, Avanish and Lara discuss:The four distinct phases of software company growth and what each requires - from finding product-market fit ($0-100M) to demonstrating platform vision ($100M-1B) to scaling enterprise deals ($1B-5B)The critical importance of not neglecting your core business while scaling - how ServiceNow used tiered pricing models to continue monetizing their core productsWhy platform and ecosystem strategies are "two sides of the coin" but must be tailored to each company's specific situation - there is no one-size-fits-all approachThe "win-win-win equation" that must exist for successful partnerships - creating value for customers, partners, and your companyCreating cultural alignment around ecosystem strategy - including Dave Schneider's innovative approach of inviting partners to ServiceNow's sales kickoffHow to avoid "throwing money against the wall" with partnerships that lack strategic foundationBuilding unfair advantages at scale through customer relationships, installed base data, and continuous innovation to stay ahead of imitatorsHost: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 Lara CaimiLara Caimi is the President of Worldwide Field Operations at Samsara. Lara brings nearly 25 years of experience to Samsara, where she is responsible for leading Sales and Customer Outcomes. Before Samsara, Lara was Chief Customer and Partner Officer for ServiceNow, overseeing nearly 2,500 global employees across organizations including customer success, professional services, and channel ecosystem. Previously, she served as ServiceNow’s Chief Strategy Officer. Before joining ServiceNow, Lara was a partner at Bain & Company, where she advised technology companies on growth and go-to-market strategy.Lara holds a bachelor’s degree in Economics and English Literature from St. Olaf College, a MIB from the University of Sydney as a Fulbright Scholar, and an MBA from Harvard Business School.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.LinksFollow our guest, Lara CaimiFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, Avanish and Jim discuss:Jim's 46-year journey from IBM to Salesforce, including his role in scaling Salesforce from $22M to $5B in revenueHow customer demands, particularly from companies like Cisco and Merrill Lynch, shaped Salesforce's platform strategyThe strategic decision to separate the application layer from the platformCreating a successful customer success organization to drive adoption and showcase customer storiesThe evolution of Salesforce's partner strategy and metrics for measuring ecosystem successHow the "tactics dictate strategy" philosophy helped Salesforce respond to market needsAbout Our GuestJim Steele is the President of Global Strategic Customers and Partners at Salesforce. Previously, Jim served as Salesforce’s President of Worldwide Sales and Chief Customer Officer for over 12 years, from 2002 through 2014 where he led the growth of the company from $22 million to more than $5 billion in revenue. Jim rejoined Salesforce in 2020 as President of Global Strategic Sales with his primary focus to bring the full power of Salesforce to its largest and most strategic customers. Most recently, Jim has also assumed responsibility for Salesforce's Alliances & Channels organization, the Emerging Business operating unit, and Private Equity practice. Previously Jim served as Chief Revenue Officer and President of Yext, President and Chief Revenue Officer of InsideSales.com and President of Worldwide Sales at Ariba. Jim started his career at IBM where he spent over 22 years in executive leadership and senior sales roles including VP and GM of Sales in Asia, based in Tokyo.About our HostAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, Jim SteeleFollow our host, Avanish SahaiLearn more about Tidemark

This season will feature conversations with key decision-makers who have to support the journey to a platform or any ecosystem. We will talk to C-suite executives, board members, investors, and others who must be bought into the platform journey. In this episode, Avanish and Kevin discuss:Kevin's career journey and his experiences shaping ServiceNow's growth.What it means to authentically be a platform company and how ServiceNow approached platform-first scaling.How customer feedback drove ServiceNow’s expansion into new domains like HR and customer workflows.The key factors for entering new markets, including market fit, size, and differentiation.The importance of hiring domain-specific experts and adapting go-to-market strategies.Building and leveraging ecosystem partnerships to drive growth and scale.Balancing core revenue innovation with new domain expansion to ensure sustainable growth.Guest: Kevin HavertyKevin Haverty was formerly the Vice Chairman, Global Public Sector at ServiceNow (NYSE: NOW). In this role, he worked directly with CEO Bill McDermott on expanding ServiceNow’s strategic footprint in the public sector and mentoring the company’s next generation of early-in-career professionals.During the past decade, Kevin successfully led and grew ServiceNow’s world-class go-to-market organization. He most recently served as the company’s Chief Revenue Officer, and also held the roles of EVP and SVP of Worldwide Sales and VP of Americas Sales.Earlier in his career, Kevin held several senior sales leadership roles at EMC, Data Domain, Thomsen Financial, and Brocade. He also served 10 years in the U.S. Army National Guard, attaining the rank of Captain.Kevin holds a bachelor’s degree in Political Science from Providence College, where he was a distinguished military graduate of the Army ROTC program. He currently serves on the Board of Sprinklr.  Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, Kevin HavertyFollow our host, Avanish Sahai

This season will feature conversations with key decision-makers who have to support the journey to a platform or any ecosystem. We will talk to C-suite executives, board members, investors, and others who must be bought into the platform journey. In this episode, Avanish and Dave discuss: Dave's background and what led him to start TidemarkTidemark's VSKP framework on how a Vertical SaaS company can win their category, expand their offerings, and then, for a select few, extend through the value chainWhat it really means to be a control point and why it mattersThe mindset (and perhaps mindset shift) that is required to build a strong ecosystemThe wedges you need to be mindful of and the problems they can cause on your journeyThinking about the varying horizons of your product roadmap and how to synthesize them in actionable paths forwardHow to determine if your team is ready for the platform journeyAnd much more! Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guest, Dave YuanFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, Avanish and Tyler discuss:The opportunity involved in bringing together disparate partner initiatives within an organization (4:35)Leveraging a partner ecosystem at Salesforce to create transformative offerings and expand internationally (6:30)The importance of building an ecosystem to manage data in the face of AI (9:05)Prioritizing customer success and partner growth to drive company value (12:40)Changing the paradigm around bringing applications to data (14:50)The inherent value of the consumption model in a partner ecosystem (18:30)Enabling partners to start delivering value as quickly as possible (19:55)Finding support from the top down, and curating the right talent for the ecosystem journey (22:30)The importance of simplification (27:10)Guest: Tyler PrinceAs the SVP of Worldwide Alliances & Channels, Tyler Prince is responsible for growing the Snowflake global community of Consulting Partners, System Integrators, ISVs, Resellers and Technology Partners. He brings a deep breadth of experience to his role with more than 30 years of delivering transformational capabilities to partners and customers across many industries. Prior to joining Snowflake, Prince served as EVP, Global Alliances at Salesforce and as Partner & Global Oracle Practice Leader at PwC. Prior to PwC, Prince held various management positions at Oracle, PeopleSoft, IBM and Andersen Consulting. He resides in Chicago, IL where he remains active in the local community as a board member of the American Cancer Society and 1871, a non-profit digital startup incubator.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guest, Tyler PrinceFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, Avanish and Warren talk about:Developing extensions based on user and partner feedback (4:15)Thinking of ISVs as customers in their own right (9:10)The importance of internal alignment, and transparency both internally and externally (11:55)Getting buy-in from the board all the way down for ongoing investment in platform (14:20)When to prioritize adoption vs. monetization on your platform (19:50)Guest: Warren ChenWarren is Head of Ecosystem Partnerships and Developer Success at Canva, with over a decade of experience in App Platform Ecosystems at Salesforce, Atlassian, and Canva.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guest, Warren ChenFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, Avanish and Aaron talk about:Aaron’s personal journey to the coveted Chief Ecosystem Officer title (2:00)How Aaron defines charting the platform journey as an ecosystem leader (4:45)Tackling build/buy/partner with a sophisticated view, enabling you to take a completely different approach to how you execute partnerships and ecosystems (7:49)The power of harnessing your datasets to drive enhanced outcomes (9:50)The recent shift to the importance of profitability and what that means for partnership teams (11:11)Tying your ecosystem strategy to your corporate strategy effectively (19:20)Understanding the difference between vanity metrics and true business operator metrics (24:18)Guest: Aaron McGarryAaron McGarry, AMG, is a Go-To-Market operator with 17 years of leadership experience at industry giants such as VMware, Salesforce, and Qualtrics. He has a proven track record of building and scaling high-performing teams, driving strategic growth, and delivering operational excellence.AMG is an empathetic leader and coach, with a deep passion for growing, mentoring, and developing talent, ensuring that his teams reach their fullest potential. Renowned for his Build - Buy - Partner approach and keen expertise in GTM strategy, he has architected and scaled premier Ecosystem and Sales Organizations. He played a pivotal role during Salesforce’s meteoric rise from $6B to $26B in revenue, experiencing hyper-growth firsthand. His track record also includes notable milestones such as Rackspace's IPO, SoftLayer's acquisition by IBM, and Qualtrics' acquisition by SilverLake.Recognized for championing strategic growth and for his operational acumen, AMG serves as a trusted advisor to CEOs and boards of directors across early, mid, and late stage companies. He is a sought-after speaker on topics encompassing GTM strategy, leadership, and team development.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guest, Aaron McGarryFollow our host, Avanish SahaiLearn more about Tidemark

In this episode, Avanish and Adrienne talk about:Changes in the productivity space that have impacted Workspace’s platform strategy (9:55)Balancing product and ecosystem developments while you scale (16:10)Taking a principle-based approach to building a platform (19:00)The necessity of a multifaceted strategy in creating a successful platform (20:30)Innovation and “first-of-a-kind” thinking in partnerships (22:50)Building a partnership strategy based on product and business goals (24:40)Creating missions at the business and team level to achieve your goals (27:40)Guest: Adrienne McCallisterAdrienne McCallister is the Vice President of Global Partnerships for Workspace and Messaging, where she oversees Workspace’s productivity suite partnerships, as well as all Comms/Messaging partnerships, covering Google's consumer communications products Messages by Google(RCS), Meet, Dialer and Business Messaging.Adrienne’s previous roles at Google include partnership lead for Android’s U.S. carrier partners, Google’s VR/AR/Lens efforts, helping to launch Chromecast, Google Home and leading its global distribution partnerships, as well as leading strategic content partnerships for Google TV. Prior to joining Google in 2011, Adrienne held senior business development roles at Associated Content (a Yahoo! company), Clearleap (an IBM company) and AOL. Adrienne holds an M.B.A. from UC Berkeley's Haas School of Business, and has a bachelor’s degree in finance from the McIntire School of Commerce at the University of Virginia.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guest, Adrienne McCallisterFollow our host, Avanish SahaiLearn more about Tidemark

Avanish and Jim discuss:Investing in an ecosystem in a tough market (8:04)Committing to working with partners over growing professional services (11:26)Finding a way to demonstrate returns and get the C-Suite on board with building an ecosystem (12:40)How to avoid having an “identity crisis” by setting an intention for how you will grow your platform (17:15)Understanding how a partner delivers services to integrate in a complementary way (19:50)The advantages and challenges of a managed service provider motion (21:30)Selling a solution rather than an outcome (26:34)The importance of authentic communication (29:00)Guest: Jim NairnSince arriving in the Spring of 2021, Jim Nairn has served as WalkMe’s Senior Vice President of Alliances and Channels Ecosystems. Prior to joining WalkMe, from 2015 through 2021, Jim held the role of Vice President of Partner Sales for ServiceNow. Jim’s pedigree comes from a 20+ year career in Direct and Indirect Selling in the Telecommunications, Infrastructure and Software space, before moving into SaaS (with ServiceNow), in 2015. Jim has spent those 2+ decades working with a vast array of partners, traveling the globe and helping grow some of the biggest tech companies in the world. He continues to serve as an advisor for pre-ipo startups, consults a vast network of C-Suite executives and mentors several former colleagues, employees and associates, worldwide. Today, Jim lives just outside of Pittsburgh, Pennsylvania with his wife Kati… and 2 daughters, Emma and Amelia.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, Jim NairnFollow our host, Avanish SahaiLearn more about Tidemark

Avanish, JW, and Andrew discuss: The ideation of VIIZR out of Ford’s Greenfield Labs (1:30)The critical alignment of technology and go-to-market strategy when picking what platform to build VIIZR’s core product and capabilities on (4:00) Small vs. scalable businesses and how VIIZR supports its customers (7:30) Their view on the most important components of platform building for customers (8:12) How VIIZR tackles knowing where to build and where to partner (10:30) What happens when high tech meets high touch (16:30)Ford’s path to investing in VIIZR and the genesis of the company's name (20:24) The power of the democratization of technology over recent history (24:00)The biggest obstacles VIIZR has faced and how the team has navigated hurdles (26:23)And much more! Guests: JW Hoh & Andrew AlbertJian Wei Hoh is originally from Melbourne, Australia and has spent the past two decades globally focused on technology and business growth across startups and enterprises. He is currently the CEO of VIIZR Inc, a field services platform for trade professionals. Prior to VIIZR, Jian Wei served 5 years at Ford Motor Company, most recently as General Manager and Head of Business Design at Ford Greenfield Labs. Previously, Jian Wei was an executive overseeing the growth of rideshare in Scandinavia, social media in China, and omnichannel marketing and digital transformation across Oceania. As a practitioner of Human-Centered design, Jian Wei currently teaches business design thinking to startups, students and executives across various institutions in the United States.Andrew Albert has over 20 years of CRM, Platform, and Enterprise SaaS experience in engineering, consulting, and platform enablement. Prior to being CTO of VIIZR, Andrew spent 16 years at Salesforce, most recently as the SVP of AppExchange advising and mentoring ISVs on how to architect great applications on the Salesforce platform. Previously, Andrew joined Salesforce as a technical consultant helping ensure Salesforce's early enterprise customers were successful. Prior to Salesforce, spent a few years at Siebel as a Software Engineer and another few years as a Siebel consultant.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, JW Hoh and Andrew AlbertFollow our host, Avanish SahaiLearn more about Tidemark

Avanish and Jason discuss: Thirdera’s founding story from a company with no resources in early 2021 to a company of just under a thousand resources across 12 countries today. (2:30) ServiceNow’s  pivot to digital transformation across the enterprise and the  $6.2-6.8 trillion market opportunity it creates (7:15) The platforms that will be positioned to win in this evolving environment (10:52)The rise of the data model (12:30) Jason’s advice for those who want to be “extraordinarily future-ready” (16:26)The critical role experience will play in the future (20:00) And much more! Guest: Jason WojahnJason Wojahn has more than 25 years of business, technology, and investment experience across start-ups, private and public companies. He is currently the co-founder and CEO of Thirdera, a global services consultancy specializing in ServiceNow digital transformation, workflow automation, cloud advisory, and adoption. Thirdera brings together the power of the ServiceNow platform and its limitless potential across the world of work. Our architects, developers, consultants, designers, and project managers help our customers transform, get more from ServiceNow, and unlock hidden potential in their businesses and technology.  Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, Jason WojahnFollow our host, Avanish SahaiLearn more about Tidemark

Avanish and Erica have a robust discussion around: Erica’s 23-year journey at Deloitte 1:00Why  it’s not about the role you have, but about what you do with the role and opportunities you’re given (7:40) Erica’s advice for growth companies thinking about building partnerships with organizations such as Deloitte or Accenture (10:25) Unpacking what “partner empathy” looks like in practice (12:45) How it is different to go to market with what we now call an ecosystem rather than what used to be more traditional partner programs (15:50) The biggest roadblocks Erica has encountered and show she steered around them (23:30)How organizations looking to enact change and has some of a similar history of direct sales and direct delivery can embark on this journey and start changing mindsets. (28:48)Why storytelling is the ultimate superpower (30:34)Guest: Erica Volini Erica Volini is the Senior Vice President responsible for Global Partnerships at ServiceNow. In that role, she has the privilege of managing the over 2,000 partners that are part of the ServiceNow global ecosystem. Before joining ServiceNow in 2021, she spent over two decades at Deloitte Consulting leading the Human Capital business and as the Chief Commercial Officer for Deloitte’s overall relationship with ServiceNow. She has written and talked extensively around the Future of Work and is a recognized expert in that space. She got her BS ILR from Cornell University and while she’s a true-blue New Yorker, she currently resides in Scottsdale, AZ with her husband and son with a new baby on the way in just a few short weeks.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, Erica VoliniFollow our host, Avanish SahaiLearn more about Tidemark

In this episode of The Platform Journey, Stephen and Avanish discuss: The shift from linear sales motions to ecosystem sales motions (3:35)Integrating a financial model perspective and business model perspective (7:30)Reframing how we think about revenue allocation and the financial impact of partners on a business (9:45)Recognizing both the buy and sell side of contracts and sales execution (15:50)The importance of owning your management systems and partner motions (20:25)The opportunities (and challenges) facing new platform and ecosystem companies (25:15)Guest: Stephen HurrellStephen leads the expertise in the Office of Revenue and guides leaders in the applications and technology for buying and selling products and services to maximize revenue. The topics of coverage include partner management, digital commerce, price and revenue management, sales enablement, revenue performance management and subscription management. Stephen's uniquely diverse technology experience spans over 30 years, including leadership roles, heading up product strategy across a range of data-driven applications in sales enablement, financial reporting and planning, and billing and monetization platforms. Stephen was General Manager at InsideSales.com where he managed the C9 Analytics business, VP of Product and AI strategy at RecVue and held roles at Oracle, Exigen and Aviso. Stephen earned his BS in Economics from the London School of Economics.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, Stephen HurrellFollow our host, Avanish SahaiLearn more about Tidemark

In Part Three, Avanish and Allan discuss: The evolution of monetization models (3:00) Understanding the three buckets of  tech partner monetization (6:45) How Procore’s model resulted in much higher levels of adoption and engagement, and a much higher orientation around how to make the magic happen (10:50)How to turn ISVs from  flavor-adders to the meal, into the whole meal (16:34)Allan’s favorite monetization model: the reciprocity or reciprocal model (20:37) Bringing it all back  to sourced revenue attribution (28:14) The importance of finding lagging and leading indications (30:33)Guest: Allan Adler, Managing Partner, Digital Bridge PartnersAllan Adler is a world-class advisor, consultant, and change agent.  As Managing Partner at Digital Bridge Partners, he helps individuals, managers, and executives understand and leverage partnership best practices in business and society.  He is the creator of the GoToEcosystem Framework and has worked with a wide range of organizations to unlock their full ecosystem potential.  Allan is Chair of the Ecosystem Counsel at PartnerHacker and an Executive Member of Partnership Leaders.  Previously, Allan founded and ran MSI Consulting Group; a 100-person sales and marketing strategy firm focused on the tech industry and worked as a consultant with The Boston Consulting Group.  He received his MBA from Harvard Graduate School of Business, where he was honored as a Baker Scholar. Allan is a CPA and serves on several for-profit and not-for-profit boards.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, Allan AdlerFollow our host, Avanish SahaiLearn more about Tidemark 

In Part Two, Avanish and Allan discuss: Understanding taxation, reciprocal, and mutuality models (3:30) The role of NRR and ARR (7:27)The “stickiness” justification when monetizing tech partnerships (9:30) Understanding universal success models (12:00) Hyperscalers (14:01) Why your go-to-market or the go-to-eco motion has to be multi-threaded(20:50) Why Allan likes to look at the journey of go-to-eco very similarly to the journey of making a product(24:30) Understanding that is incumbent on partner leaders to recognize that partner operations is not a “nice to have.”(30:29)Guest: Allan Adler, Managing Partner, Digital Bridge PartnersAllan Adler is a world-class advisor, consultant, and change agent.  As Managing Partner at Digital Bridge Partners, he helps individuals, managers, and executives understand and leverage partnership best practices in business and society.  He is the creator of the GoToEcosystem Framework and has worked with a wide range of organizations to unlock their full ecosystem potential.  Allan is Chair of the Ecosystem Counsel at PartnerHacker and an Executive Member of Partnership Leaders.  Previously, Allan founded and ran MSI Consulting Group; a 100-person sales and marketing strategy firm focused on the tech industry and worked as a consultant with The Boston Consulting Group.  He received his MBA from Harvard Graduate School of Business, where he was honored as a Baker Scholar. Allan is a CPA and serves on several for-profit and not-for-profit boards.Host: Avanish SahaiAvanish Sahai is a Tidemark Fellow and has served as a Board Member of Hubspot since April 2018 and of Birdie.ai since April 2022. 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 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.LinksFollow our guests, Allan AdlerFollow our host, Avanish SahaiLearn more about Tidemark