When an enterprise buys SAP or Jira, they are trying to standardise the way they work. The software is just a crystallisation of the buisness process they are trying to adopt.
A bunch of Consultants or agile trainers will come and change how thier teams work.
The goal is to work in a better way but critically an industry standard way so your employees are more fungible.
The product is valuable because everyone else is using it, a moat like social network network effect…
I do still think there is mileage in this post AI, particularly as it changes howbuisness works, people will want to buy that change packaged. But maybe the frontier labs and thier forming walled gardens are the natural home of that package.