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Portfolio readiness review

Prove which product variance to remove—and what revenue not to break.

For B2B SaaS leaders with several product lines, hundreds of customer configurations, and a migration, margin, renewal, or platform decision already on the calendar.

Program scope

The $2,999 plan is for an operating program, not a bigger dashboard.

We qualify Portfolio against a concrete decision. The review maps your sources, business units, approval boundary, migration event, and measurable outcome before a subscription starts.

  • One customer-linked variance baseline across products
  • Named owners and approval-ready treatment records
  • Migration and retirement progress between immutable snapshots
  • Executive outcome reporting with recorded financial assumptions
  • OIDC SSO, SCIM, audit export, scoped APIs, and scheduled evidence sync
Working session

Request the portfolio review.

Your answers are used to assess fit and prepare the working session. Submission is not a purchase commitment.