Analyst Perspectives

I recently attended Enterprise Connect, a significant industry conference covering contact centers, customer experience (CX) and telephony. I wrote my initial coverage here. Now, a few weeks later, I’d like to offer some thoughts about what my observations mean and where the industry goes from here.

By now it should be obvious that artificial Intelligence (AI) and agents in all of their forms are on the brink of changing how finance and accounting departments operate. The basic outlines are already in place, but it’s not clear how or how rapidly day-to-day operations will evolve, as well as (by definition) what surprises are in store.

The software industry has entered one of its most consequential pricing and value inflection points since the shift to cloud computing. AI is not an incremental capability layered onto existing software; it is fundamentally redefining how software should create value and, in turn, how that value must be priced. The traditional model of seat-based subscription pricing was designed for systems that...

Agentic commerce represents the next phase of digital commerce evolution, where AI agents powered by large language models (LLMs) mediate, decide and execute transactions on behalf of consumers and enterprises. The rapid adoption of generative AI platforms now reaching hundreds of millions to billions of monthly users has accelerated a fundamental shift from search-driven engagement to...

Artificial intelligence (AI) just became the operating system for enterprise security. That was the clearest signal coming out of the RSAC 2026 Conference, and it materially changes how CIOs and CISOs should evaluate security platforms, operating models and investment priorities over the next 12–24 months.

Recruiting technology still carries the fingerprints of an earlier operating model, one where hiring was managed as a series of isolated requisitions and success was measured by how efficiently a team could move a candidate from application to offer. That model created durable strengths around workflow, compliance and visibility, and most organizations still need those strengths. The problem is...

If you’ve been around for more than a few years, watching some emerging trend in information technology can seem like coming full circle. Something new sounds a whole lot like something old. This may be true from one perspective, like looking down, but I’ve long thought that this progression is helical. That’s because, viewed sideways, we actually are at a higher level of capability, lower cost...

I have previously explained the critical importance of data to successful artificial intelligence (AI) initiatives, including generative and agentic AI. While enterprises have demonstrated the value of AI through small-scale initiatives, scaling these efforts has highlighted the need to coordinate AI and data programs more effectively. Providers that can address the full combination of AI and...

Over the past year a number of investors and commentators have begun using the term SaaS-Pocalypse to describe slowing growth rates, layoffs and consolidation across enterprise software providers. Here is the complication: Revenue leaders are hearing this narrative at the same time they are being asked to deliver more predictable growth with tighter budgets and greater financial scrutiny. And...

This shift in operating model directly reshapes how energy enterprises prioritize software investments and platform architectures.

The world’s population is projected to reach 9.7 billion by 2050, driving increased energy demand while accelerating the shift toward a more digital, diversified and technologically advanced energy system. Electrification is expanding, renewables are scaling and geopolitical pressures are reshaping supply chains. Oil and gas operators and power and utilities providers must simultaneously...

I recently attended ADP’s 2026 Rethink event and had the chance to hear the company’s latest thinking for its international clients and analyst community. The HCM market is shifting quickly. AI is accelerating across the enterprise, labor markets are reshaping themselves, and buyers increasingly expect unified platforms that connect HR, payroll, workforce management, data, and intelligence. ADP...

I have previously written about the impact that artificial intelligence (AI) and agentic AI are having on the requirements for data platforms. AI and data platforms are intrinsically linked, with the latter providing the underlying data persistence and data processing capabilities that support model development and training, as well as the inferencing capabilities of intelligent operational...

Conga Connect 2026 underscored a shift that revenue leaders can no longer ignore. The core technology challenge facing commercial organizations is not a lack of tools, automation or even artificial intelligence (AI), but the growing fragmentation across the systems and teams responsible for moving deals from initial pricing through contract execution and into revenue realization.

Multicloud was supposed to deliver flexibility, leverage and lower costs. Instead, many enterprises are paying a complexity tax that exceeds the savings. Dashboards light up with granular cost data across hyperscalers, yet total spending continues to climb. Visibility is improving. Accountability is not.

Industries change with the times, and so it is with the conferences and events that support those industries. Enterprise Connect is not what it once was, either in terms of attendance or influence, but it is still the place where many (not most) of the key providers in contact centers and customer experience (CX) convene. It’s been described as a place where providers meet with and seek out...

A payroll leader gets a message the morning after payday: “Why is my net pay lower than last period?” In many organizations, that question still sends employees into a maze of portals, PDFs, tickets and handoffs. Payroll is not a background utility in the eyes of employees: it is one of the most frequent and emotionally loaded moments of truth. When pay is right, people move on. When it is wrong,...

Enterprise IT leaders are committing seven-figure budgets to "AI-powered" platforms across ITSM, security and cloud management categories. These contracts promise autonomous remediation, intelligent triage and predictive insights. The problem: most CIOs and CISOs can't articulate what the embedded AI actually does or whether it delivers measurable ROI beyond the software provider's deck.

You can’t upend the entire technological infrastructure for an industry without seeing some ramifications in the form of personnel shifting and dislocation. Contact centers are smack in the middle of a transformation that is remaking the toolset and forcing businesses to rethink both the fundamental purpose of their centers and the mix of managerial and operational employees.