Two acquired cloud businesses, access and video, mostly hardware at a margin in the low 40s, in a terrible supply market.
Earn the margin with product and sales, price the way our largest partner sells, keep renewals routine.
Revenue 24 times larger, hardware margin at 65%, churn under 3%, and a finance team that partners with the business.
Finance partnered with product to take out the costs we could manage, and with sales to bring rigor to the forecast and a sound demand plan. Better forecasts let us order larger quantities with confidence and negotiate harder with vendors.
An integrator spun off to sell cloud video and access had been selling the market leader and wanted to make us its premier vendor. I built the first business case anyone had built on a partner's own economics, and we rebuilt pricing around how it sells.
An expensive install with a small, fairly priced recurring fee makes a subscription sticky. We added deliberate stickiness and built an efficient renewal motion on contract terms and data.
I put my finance team in front of senior vice presidents every quarter, with my staff presenting.
Peers in finance warned me the reviews were too exposed. My answer was to let them come.
Revenue from $7M to $174M and ARR from $7M to $62M over four years. Hardware margin from the low 40s to 65%, churn under 3%. Ava on SAP from July 2023. The partner pricing is still live, ready for the next integrator.
Tell the story of the team's results more, and sooner. The people who decide need to hear the wins as often as the delays.
Whether I know the economics of hardware with a subscription attached, can build a team aimed at where the company needs to go, and will see a hard project through when the people around it change.
Motorola Solutions bought Openpath for cloud access control and Ava Security for cloud video, and put them together as Avigilon Alta. The aim was a cloud video and access business that could take on the market leader. Most of what we sold was hardware, at a margin in the low 40s, in one of the worst supply-chain markets in memory. Video was expected to grow to a multiple of access. At the time, access was the larger business.
Finance for Alta. When Ava's CFO chose not to stay inside a public company, I took on his scope: the staff accountants, a demand plan built for the first time, the finance side of packaging and pricing, and a renewals model. I became the finance partner to Ava's leadership in front of Motorola's senior executives, and led finance for Ava's move to SAP, which went live in July 2023. Every other week I brought packaging and pricing recommendations to the portfolio's senior executive committee.
From the second quarter of 2024 through the third quarter of 2025, I ran six consecutive quarterly business reviews for my own finance team: 60 to 90 minutes in front of senior vice presidents, run on a roadmap, with my staff presenting, a dry run before and an after-action review after. Peers in finance warned me it was too exposed. My answer was to let them come. The business stopped seeing finance as the group that printed the numbers. The team stopped seeing itself as a patch for data the company had not engineered, and started speaking up as people who think. One analyst came from an on-premise business, became our recurring-revenue expert and a trusted partner to sales, product, IT and renewals, and was promoted twice.
Over four years, revenue grew from $7M to $174M and ARR from $7M to $62M. Hardware margin went from the low 40s to 65%, and annual churn held under 3%. Ava ran on SAP from July 2023. The partner pricing and the single monthly invoice are still live, ready for the next integrator.
I would have told the story of the team's results more, and sooner. Changing how a large company sells takes more than getting the design right, and the people who decide need to hear the wins as often as the delays.