Common Use Cases We Solve
We have met many organizations and observed various approaches to portfolio management. What we learned is their unique challenges manifest themselves into common patterns. Here are some examples of problems we help growing B2B software companies solve.
Our business case says one thing, but reality says something else
Business cases can miss the mark for many reasons: unvalidated assumptions, unclear value, poor market sizing, or execution gaps. We help you assess the business case, the minimum viable product (MVP), and your market engagement approach, then use real data to recalibrate your methodology and strategy for more predictable results.
One segment performs well, the other does not, and we do not know why
We sit with your team to review your segments, assess sales readiness, and look at how each one is marketed. Together, we uncover why some segments perform better than others and build a practical action plan to improve overall performance.
Deals are stalling, but we are not sure if it’s product, messaging, or sales enablement
We work with you to review your commercial execution, from GTM strategy and messaging to competitive positioning and sales enablement. Together, we identify what’s slowing deals down and build a practical action plan to fix it.
Our roadmap does not feel aligned with what customers are actually asking for
Your roadmap is how strategy turns into action. We start by understanding your goals and the reasoning behind them. Then we speak with your sales team and gather real customer insights, sometimes through joint discovery calls. We look at market trends and how competitors are positioning themselves. From there, we align on the right strategy and build a refreshed, grounded roadmap together.
Our dashboards don’t tell a story. We’re not sure what to trust
Dashboards only work when three things are true: the KPIs are the right ones, everyone agrees on what they mean, and the data behind them is reliable and timely. We’ve seen many teams struggle with this—debating definitions, questioning data quality, and missing key metrics that would complete the picture. We work with you to agree on what matters, define a single source of truth for each KPI, and build an automated, timely data pipeline so your insights are always clear and trustworthy.
We are unable to maintain a profitable margin
Staying profitable is difficult especially in competitive markets. Margins can slip for many reasons: rising costs, heavy discounting, post-sales support issues, or project delivery challenges. We work with you to understand where the pressure is coming from, review your pricing and P&L tools and processes, and build a practical plan for disciplined margin management so cost drivers are visible, controlled, and acted upon quickly. We also help you bring these margin KPIs into a clear, reliable dashboard so you can monitor profitability on a monthly basis.
We lack a clear go-to-market plan
A strong go-to-market plan connects your product to the right customers with the right message and motions. We help you define your ideal segments, sharpen your value story, and build a practical plan your team can execute with confidence.