Case studies

The work behind the advice.

A look at the kinds of organizations our team has worked with and the projects we've delivered — from strategy through adoption.

01
Enterprise SaaS

Redesigning how a growing software company evaluates and forecasts deals

Enterprise supply chain risk software company

Technology Strategy AdvisoryProgram and Project Management
The challenge

Forecasting was inconsistent, opportunities were qualified differently across the team, and growth after a first sale was slow.

What we did
  • Mapped the existing sales process and where deals stalled
  • Designed a new joint evaluation plan shared with buyers
  • Standardized qualification and value messaging company-wide
  • Rolled the process out to the team with training and coaching
Outcome

More consistent forecasting, clearer qualification and faster expansion after the first sale.

02
Enterprise SaaS

Selecting and implementing two outbound sales platforms

Enterprise supply chain risk software company

Software ProcurementImplementation Services
The challenge

The team needed better tools to find and win new accounts, without adding software nobody would use.

What we did
  • Gathered requirements from the people who would use the tools daily
  • Compared options and led the selection
  • Configured and rolled out both platforms
  • Drove adoption across sales and marketing
Outcome

Two platforms in daily use, supporting new account acquisition and marketing.

03
Aerospace market entry

Building an account-based strategy to enter a new industry

Enterprise supply chain risk software company

Technology Strategy Advisory
The challenge

The company had no customers in aerospace and no playbook for reaching them.

What we did
  • Defined an ideal customer profile and target account list
  • Built industry- and account-specific value messaging
  • Coordinated outreach across multiple channels
  • Supported a broader reorganization of the go-to-market strategy
Outcome

Three new customers won in a previously untouched industry.

04
Manufacturing and supply chain

Protecting and growing a portfolio of strategic enterprise accounts

Fortune 500 manufacturing and supply chain organizations

Managed ServicesProgram and Project Management
The challenge

Large customers were at risk of leaving because the value of their technology wasn't clear to leadership.

What we did
  • Worked directly with supply chain, procurement and finance executives
  • Measured adoption and sentiment to spot risks early
  • Built ROI and value cases tied to each customer's priorities
  • Coordinated customer success teams and consulting partners
Outcome

Stronger retention and meaningful growth across the portfolio.

05
Manufacturing and critical infrastructure

Guiding large enterprises through third-party risk technology decisions

US manufacturing and critical infrastructure companies

Technology Strategy AdvisorySoftware Procurement
The challenge

Leadership teams needed to choose and justify new technology in a fast-moving, high-stakes area.

What we did
  • Assessed each organization's goals and current systems
  • Built business cases leadership could approve with confidence
  • Shaped rollout plans for large, complex organizations
Outcome

Clear, defensible technology decisions tied to business outcomes.

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