INTERVIEW
æ±èšŒãã©ã€ã äžå ŽïœãããŒãã©ã¯ãŒã
å
¥ç€Ÿ5ãµæã§ãªãŒããŒã«ææ¢ïŒ25æ³ã圌ããããŒãã©ã¯ãŒãã§æŽãã æé·æ©äŒ
SaaS ARRã¯198.6ååïŒåå¹Žåææ¯42ïŒ
å¢ïŒ(*)ãŒãŒå
šäºæ¥ã«ãããŠå
èª¿ãªæé·ãã¿ãããããŒãã©ã¯ãŒãããããªãæ¡å€§ã«åãã€ã³ãµã€ãã»ãŒã«ã¹ã®æ¡çšã匷åããŠããããã®ãªãã§ãä»åã話ã䌺ã£ãã®ã¯ãããã¯ãªãã£ã¹åãSaaSã§ããããããŒãã©ã¯ãŒã ã¯ã©ãŠãããæäŸãããããŒãã©ã¯ãŒãããžãã¹ã«ã³ãããŒã®ããžã¿ã«ã€ã³ãã€ã¹æ¬éšã§åãæŽæ²ŒèŒäžæããïŒ25ïŒãäºæ¥ç«ã¡äžãã¡ã³ããŒãšããŠå
¥ç€Ÿããéšå
æéãšãªã5ãµæã§ã€ã³ãµã€ãã»ãŒã«ã¹éšã®ãªãŒããŒã«ææ¢ãããã圌ã«ããããŒãã©ã¯ãŒãã§ããåŸãããæé·æ©äŒã«ã€ããŠäŒºã£ãã
(*)ãããŒãã©ã¯ãŒããäžå
äŒæ¥ARRãYoY+66%ã«å é 売äžé«ã»SaaS ARRã®éæèŠéãäžæ¹ä¿®æ£ïŒæ ªåŒäŒç€ŸãããŒãã©ã¯ãŒã 2023幎11ææç¬¬2ååææ±ºç®èª¬æïŒ
https://finance.logmi.jp/378300
âŒãããŒãã©ã¯ãŒãããžãã¹ã«ã³ãããŒã«ã€ããŠ
ãããŒãã©ã¯ãŒãã¯ãããéãåãžã人çããã£ãšåãžãããããã·ã§ã³ã«ãããã¹ãŠã®äººã®ãããéã®ãã©ãããã©ãŒã ãã«ãªããããããžã§ã³ã«æ²ããæ§ã
ãªãããã¯ãéçºãç¶ããªãããäºæ¥é åãæ¡å€§ããã®äžã§ããããŒãã©ã¯ãŒãããžãã¹ã«ã³ãããŒã¯ããããŒãã©ã¯ãŒãã°ã«ãŒãå
šäœå£²äžã®çŽ6å²ãå ãããããã¯ãªãã£ã¹åãSaaSãäºæ¥ãæ
åœãããã¯ãªãã£ã¹ã«é¢ããæ§ã
ãªããŒã¿ã飿ºããçµçã人äºåŽåãæ³åã«ãããé¢åãªäœæ¥ãå¹çåããäºæ¥è
åãSaaSåãµãŒãã¹ãã©ãããã©ãŒã ããããŒãã©ã¯ãŒã ã¯ã©ãŠãããã¯ãããšãããµãŒãã¹ãæäŸãããæ¥ã
ã®è€éãªæ¥åããã ããªäœæ¥ããªãããåãããšã®ã質ããšãæéããäžå€ãããããšã§ã誰ããã¯ã¯ã¯ã¯ããªããåãã瀟äŒã®å®çŸãç®æãã
ãã®èšäºã«
é¢é£ããæ±äººã¯ãã¡ã
SaaSã®éããããŒãã©ã¯ãŒããã®æ°èŠäºæ¥ç«ã¡äžãã¡ã³ããŒã®ç±æã«é
ããããŠ
ãããŒãã©ã¯ãŒãã®æ±ºãæãã䌺ã£ãŠãããããã§ããïŒ
åæãããäŒããããšãåè·ãSaaSã®å¶æ¥ãããŠããŸããã100åèŠæš¡ã®ãã³ãã£ãŒã§äººæãéãããŠããããšããããTheModelåã®å
šé åãæ
åœããããžã¡ã³ããå«ãå¹
åºãçµéšãç©ãããšãã§ããã®ã§ãããæ¬¡ç¬¬ã«ãæé·äŒæ¥ã®çµç¹ã®åšãæ¹ãã«èå³ãæ¹§ããŠãä»ç€ŸãèŠãŠã¿ãããšããæããããè»¢è·æŽ»åãå§ããŸããã
ãããã“SaaSã®é”ãšèšãããäŒæ¥ãããã€ãåããŠããŸããããªãã§ããããŒãã©ã¯ãŒãã«æ±ºããäžçªã®çç±ã¯ãçŸå Žç€Ÿå¡ã®æ¹ã
ã®èŠåº§ã®é«ãã§ãã
åœæãäžåºŠããžã¿ã«ã€ã³ãã€ã¹æ¬éšãæ°èšãããå€éšããã¡ã³ããŒãéããŠããã¿ã€ãã³ã°ã颿¥ã§ã¯ãç«ã¡äžãã¡ã³ããŒã®ã¿ãªããããçµå¶èª²é¡ããµãŸãçŸå Žã§èªåãã¡ã«ä»åŸæ±ããããããšãçŸçµç¹ã«äœãè¶³ããŠããªãããã©ããã人ãè¶³ããŠããªãããããããããèªåã®èšèã§èªã£ãŠããããã§ãã
1人ã²ãšããèªåã®ä¿¡å¿µãããžã§ã³ãæã£ãŠããçµç¹ã ãªãšããå°è±¡ãæã¡ãŸãããããç«ã¡äžãæã«äžæãããŠããããããªæ°è¿«ã®ãããªãã®ãæããŸãããæé·äŒæ¥ã§ããã®äººãã¡ãšäºæ¥ç«ã¡äžãã«é¢ããããšãããããã®ãã£ã³ã¹ã¯éããŠã¯ãããªããšæã£ããã§ãã
ãŸããæ°èŠäºæ¥ã ã£ãã®ã§ãé¢ä¿æ§ç¯ã®èгç¹ã§èŠãŠããæšªäžŠã³ã§ã¹ã¿ãŒãã§ããããªç¹ãé
åã§ããããçžããããæ°ããªæ¬éšã®ã€ã³ãµã€ãã»ãŒã«ã¹ã¡ã³ããŒãšããŠãžã§ã€ã³ããããšã«ãªããŸããã
æŽæ²Œ èŒäžæïŒ25ïŒ
1998幎çãŸããæ°åã§ã¯100åèŠæš¡ã®ITãã³ãã£ãŒã§ã€ã³ãµã€ãã»ãŒã«ã¹ãšããŠåŸäºã2022幎7æã«ãããŒãã©ã¯ãŒãã«äžéå
¥ç€Ÿãã€ã³ãµã€ãã»ãŒã«ã¹éšã®ã¡ã³ããŒã«ã12æããã¯ãªãŒããŒãšããŠã¡ã³ããŒãçããã
èªåã§ãé©ããããªã¹ããŒãã§ã¬ãã«ã¢ããã§ããŠãã
ãŸãã«ç«ã¡äžããã§ãŒãºããå
¥ããããã§ããããšã¯ããããããããããã¯ããæã€ãããŒãã©ã¯ãŒãã§ããã°ãããçšåºŠã»ãŒã«ã¹ã®ããæ¹ãªã©ã¯ç¢ºç«ãããŠããã®ã§ããããïŒ
æ£çŽãåããããŒãã©ã¯ãŒãã»ã©ã®èŠæš¡ã®çµç¹ã§ããã°ãããçšåºŠä»çµã¿åãããŠããã®ããªãšæã£ãŠããã®ã§ããããµããéããŠã¿ããæ¬åœã«äœããªãç¶æ³ã§ããã
ãã ãããã¯åã«ãšã£ãŠã¯ãã©ã¹ãªã®ã£ããã§ããããŸããã
äžéå
¥ç€Ÿã®ã¡ã³ããŒã§The Modelåã®å¶æ¥çµéšããã人ãåã®ã»ãã«ããããåè·ã®ç¥èŠã掻ãããªããããªã¥ãŒãçºæ®ã§ãããããããªããšæããŸããã
ãšã¯ãããå®éã©ããã£ãŠã¢ãããŒãããŠããããèãããšãããããªãæ°åè
ãæèŠãèšã£ãŠãããŸãé²ããšã¯èãã«ãããããã§ã仿¬éšããéå»ã®ã€ã³ãµã€ãã»ãŒã«ã¹ã«ãããåãçµã¿ã»å€±æäºäŸãªã©ã®æ
å ±ããã£ããã¢ãããããã®ããã§èªåã®ã¢ã€ãã¢ããªãã¬ãŒã·ã§ã³ã«èœãšã蟌ãããšãã§ããã°åã«é²ãããããã ãªããšæã£ããã§ãã
ãŸãã¯ä»ã®æ¬éšããã®æ
å ±åéãèã«ãªããšèãã瀟å
ã®ããŒãã³ãèŠã€ãåºãæ
å ±åéã«åãå
¥ããŠããŸããã仿¬éšã®èª°ãäœã«è©³ãããŠãã©ãããçµéšãããŠããã®ããéå»ãã€ã³ãµã€ãã»ãŒã«ã¹ã®çµç¹ã§ã¯ã©ããªåãçµã¿ãããŠãã©ã®éšåã§ã€ãŸã¥ããã®ããã²ããã話ãèããŠåã£ãŠããŸãããããããŒãã©ã¯ãŒã ã¯ã©ãŠããã«ã¯20ãè¶
ãããããã¯ãããããããäºäŸã¯è±å¯ã«ãããã¡ã€ã³æ¥åãšåããããããããã¯ãã以äžã«ãæ
å ±åéã«æéã䜿ã£ãŠããããã«æããŸãã
å
¥ç€ŸåŸãæé·æ©äŒã¯å€ãåŸãããŠãããšæããŸããïŒ
ã¯ããæ¯æ¥å€åã®é£ç¶ã§ãæœçå®è¡ãŸã§ã®ã¹ããŒãæãéãããã®åãåŠã³ã®éãå€ããçµæãšããŠãåèªèº«ãé©ããããªã¹ããŒãã§ã¬ãã«ã¢ããã§ããŠããæèŠããããŸãã
åã®ãªãã§1ã€æåäœéšãšãããã®ãããããŒãã©ã¯ãŒããšããŠãããŸã§ãååŒãã§ããŠããªãã£ãäŒæ¥ã«ãªãŒããããªãŒãç²åŸããä»çµã¿ãèšèšã§ããããšã§ãã
å
·äœçã«ã¯ãããžã¿ã«ããŒã±åŽã§ããªãŒãã§ããŠããªããã€ã³ããŠã³ãã»ã©ç±éã®äžãããã£ãŠããªãäŒæ¥ã«å¯Ÿããæœçã宿œããŸãããå®éãããããåããŠå°å
¥ã«ã€ãªããäŒæ¥ããã£ãŠãçµæãšããŠã3ãµæé£ç¶ã§ãéšå
ã§æå€ã®åè«ãç²åŸã§ããŸããããã®ææããã1ä»¶1ä»¶ãããªãããæ°ã¥ããããšãæŽãåºããæ¥çããšã»äŒæ¥èŠæš¡ããšãªã©ãããããªã»ã°ã¡ã³ãã§ãåèš100çš®é¡ã»ã©ã®ãã©ãŒããããæŽãã誰ã§ã䜿ããããä»çµã¿åããŸããã
ãå
èªã¿ããŠãéå»ã®å€±æã«åŠã³ãèªåã®ã¢ãŠããããã«èœãšããããããã®äžé£ã®ãµã€ã¯ã«ããç«ã¡äžããã§ãŒãºã§åŠå¿ãªãé«éã§ãŸããçµéšãã§ããããšããçæéã§ã®ã¬ãã«ã¢ããã«ã€ãªãã£ããšæããŠããŸãã
ãã®èšäºã«
é¢é£ããæ±äººã¯ãã¡ã
ãã¹ãã«ããã人éåãã磚ããç°å¢
å
¥ç€Ÿãã5ãµæåŸã®2022幎12æããã¯ããªãŒããŒããããŠãããšäŒºããŸããã
ã¯ããå
ã»ã©ãäŒãããæåäºäŸãéããå
ãèªãã§å±æ©ãåé¿ãã誰ã§ãã§ããããã«åœ¢ã«èœãšãããããšããç¹ãè©äŸ¡ããã ããŠã12æãããã€ã³ãµã€ãã»ãŒã«ã¹éšã®ãªãŒããŒãšããŠãã¡ã³ããŒã®ãããžã¡ã³ããæ
åœããŠããŸãã
ç¹ã«ããªãŒããŒã«ãªã£ãŠãã磚ãããŠãããšæããã®ãã倿§ãªäŸ¡å€èгãæã€äººãšåãããã§ã®ã³ãã¥ãã±ãŒã·ã§ã³åã§ãã
ãããŒãã©ã¯ãŒãã«ã¯ãããããã«ä¿¡å¿µã»ããžã§ã³ãæã£ãŠãã人ãå€ãããããããçµå¶åŽããã®æ¹éãçºè¡šããããšãçŸå ŽãããæèŠãã©ãã©ãåºãŠããŸããããªãã«ã¯éãæèŠãæã€äººãããŸãããªãŒããŒãšããŠåœŒãã»åœŒå¥³ããšã³ãã¥ãã±ãŒã·ã§ã³ããšã£ãŠãããªãã§ã¯ãåæã§ããç¹ãã§ããªãç¹ãæŽçããåæã§ããªãå Žåã«ã¯çŽåŸã®ããèœãšãã©ãããæ¢ã£ãŠããããšã倧åã§ãã
ç¹ã«ãåŸèŽã®å§¿å¢ããšãå
±ææ§ãã®éèŠæ§ãæããŠããŸããåèªèº«ã¯ãæ¬æ¥ã¯ã©ã¡ãããšããã°æ¡æ£åãããããã¢ã€ãã¢ãæµ®ãã³ã¢ãŠãããããããã¿ã€ãã§ãããæè¿ã¯ãã£ãšå ªããããã«ããŠããŸãããã®æ¹ããã¡ã³ããŒããããããªæèŠãåºãŠããããçºèšã®è£ã«é ãããŠããæãã«æ°ã¥ããããšãå¢ããŠããããã«æããŸãã
åè·æä»£ããªãŒããŒçµéšã¯ãããŸããããåœæã¯èªåã®ç«ãŠãéçããããããŠã³ã§æç€ºãããããªåœ¢ã§ããã仿ãã°ããããžã¡ã³ãã§ã¯ãªãææã«éããªãã£ãã®ãããããªãããããžã¡ã³ãã¯å¥¥ãæ·±ããªãšæããŠããŸãã
ã¹ãã«é¢ã«ãããŠãã人éãšããŠããéããããŠããæèŠããããããããç°å¢ã«èº«ã眮ããããšã¯ãæé£ãã§ããã
æŽæ²Œããã¯äžç·ã«åã人ã®ãã€ã³ãã«ã€ããŠè§ŠããŠãããããç¹ã«åŒ·ãæããã®ããã©ããªæãååããªäººãå€ããšããããšãã客æ§ã«è¯ããµãŒãã¹ãæäŸããããã«ããã¹ãããšãèªåãªãã«éçãç«ãŠãããããããŠãè¿·ã£ãŠäœãããªãã§ããæéãå°ãªããæ£è§£ãã©ããããããªããŠããã£ãŠã¿ããä»®ã«ããŸããããªãã£ããšããŠããåãæ¿ãã®ã¹ã€ãããæã£ãŠããããããã人ãéãŸã£ãŠããçµç¹ã ãšæããŸããåºæ¿ã«ããªããŸãããäžç·ã«åããŠèªåèªèº«ãååãã«ãªããŸããã
äžç®çœ®ãããçµç¹ãã€ãããã
æŽæ²Œãããèªèº«ãšããŠãä»åŸå®çŸãããç®æšãããã°äŒºãããŠãã ããã
ããã·ã§ã³ãšããŠã¯ã1瀟ã§ãå€ãã®äŒæ¥ã®æ¥åå¹çåãæ¯æŽããçµçã®æ¹ã
ãæ¬åœã«æ³šåãã¹ããšããã«æéã䜿ããããã«ããããšããã®ããã«ãç®ã®åã®ç®æšãšããŠã¯ããŸãã¯ç€Ÿå
ã«ãããŠãä»ã®æ¬éšã«ãååšæã瀺ããŠãããçµç¹ãã€ããããã§ãã
ãããŒãã©ã¯ãŒãã®ç¹åŸŽãšããŠãå«å³ã®ãªãç«¶äºãæ¥ã
ç¹°ãåºããããŠããŸãã忬éšã远ãKPIã¯å
šç€Ÿå
¬éãããŠãã仿¬éšã®åãæ¹ãããããããããŒã ããšã«è¿œã£ãŠããKPIã«å¯ŸããŠããäºããã®ã©ã®ã©ããŠããé°å²æ°ããããã§ãããäºããé«ãåããç«¶äºç°å¢ã®ãªãã§ã仿¬éšã®äººãã¡ãããããžã¿ã«ã€ã³ãã€ã¹æ¬éšã®ã€ã³ãµã€ãã»ãŒã«ã¹ã«èå³ãæã£ãŠãããŠããç¶æ
ãã€ãããããæå±ã¡ã³ããŒã«ãšã£ãŠããã¹ãã«é¢ã§ã人éçã«ãæé·ã§ãããã€ãéšçœ²ãé¢ããã¿ã€ãã³ã°ããããšããŠãããã£ãšãã®éšçœ²ã«ããããããã®éšçœ²ã ãããããªçµéšãåŸãããããšèªããããããªç¶æ
ãæãæããŠããŸãã
åå人ãšããŠãããŸã ãŸã æé·ã§ãããšæã£ãŠããŸããã»ãŒã«ã¹ãæ
ã1人ãšããŠã¯æ§ã
ãªæ
å ±ãåéããæŽ»çšããããšã§ã©ãããçµæã«ãªãã®ã詊ãããããªãŒããŒãšããŠããé¢ãã人ã«è³ãåŸããŠããã®äººãæ¬åœã«ããããããšãåŒãåºããäŒç€Ÿãå人ã眮ããŠãããªãã³ãã¥ãã±ãŒã·ã§ã³ãšãããžã¡ã³ããæ¥µãããããããããæ¢æ±ãç¶ããããšæã£ãŠããŸãã
ãã®èšäºã«
é¢é£ããæ±äººã¯ãã¡ã