SaaS companies and personal anecdotes

Thanks for all the posts on SaaS companies on this sub, especially the ones which included financial analysis in addition to more macro discussions. I've been learning a lot about the software sector. I work as a special project contractor (scientist) in pharma. For work I've used MSFT, ADBE, VEEV, WDAY, and CRM, and probably some others. I don't currently own any of these stocks. In pharma a lot of our systems have to be validated for use. This includes the way we use and store electronic records. It is a regulatory requirement. I know many non-pharma companies also use these software packages, and I can't speak to them, but in pharma it is virtually impossible to change existing software applications. Even updates may require additional validation work. I don't think in my sector that the software companies requiring validation work will be replaced in the next 10 years, irrespective of how good AI gets. I have noticed at a few companies we were scaling back our ADBE licenses to save money. It's annoying that at a site with 500 employees only a handful have editor access. You have to go find them to make changes to pdfs. One company was cutting their ADBE entirely and just using VEEV text boxes for all documents. We didn't actually need ADBE for anything. At another company we actually were replacing our CRM software for quality systems work with VEEV. By "we were" I mean it's been ongoing for the last 5 years and we still haven't canceled our CRM contracts. We're using both systems, which gets hella confusing. From an operational standpoint I love VEEV. Also, MSFT is indispensable. It's not a system that's used for quality systems, so replacing it from a regulatory compliance standpoint is easy, but I can't imagine our enterprise shifting to something else. I hate WDAY and CRM as used by HR. I just feel like either application is outdated. I know a lot of this has to do with company-specific build choices for those applications, but I've found that if I don't like the product itself then I have a hard time holding my position in the stock, so I tend to invest in companies whose products I think are good. Anyways, that's my anecdotal testimony about these SaaS companies. I'm probably going to buy MSFT and VEEV next week. Would appreciate any red flags about these two stocks before jumping in.