Software & Technology Services

In an ever-evolving technological landscape that touches every aspect of business, our team is committed to guiding our clients towards seizing new opportunities, be they evolutionary, disruptive, or incremental.

We guide our clients' transformation, enabling them to thrive in this dynamic environment by reinventing business propositions and operating models, determining the optimal way to acquire and serve demand, maximizing market reach, driving profitable growth and long-term customer value, and fostering positive impact within their ecosystems.

Our experience spans across technology companies, software developers, platforms, infrastructure, service providers, enterprise and SMB clients, helping them keep pace with technology to drive successful business outcomes.

What we do

Growth Strategy

Developing multi-year strategic roadmaps and initiatives (opportunity identification and assessment, new business development, organic growth performance improvement drivers, M&A)

Value Proposition Development and Product Roadmaps

Optimizing near- and long-term product-market fit by realigning and future-proofing product roadmaps and investments with major market and customer needs, in light of competitive and ecosystem dynamics

M&A Strategy & Value Creation Roadmaps

Buy-side support

  • Investment thesis development

  • Target identification

  • Due diligence

  • Deal execution support

Integration support

  • Pre-acquisition integration planning

  • Synergy identification and planning

  • Post-merger integration

Sell-side support

  • Investment narrative

  • Company positioning and roadmaps

  • Management presentation

  • 3- to 5-year financial models to support investment narrative

Value creation roadmaps

  • Growth strategy design aiming at maximizing value creation and shareholder outcomes

Go-to-Market Strategy and Execution Plans

Determining optimal way to acquire and serve the demand – building optimal combinations leveraging channel opportunities, field sales approaches, inside-sales motions, and product-lead growth – and creating specific strategies, customer and channel propositions, and execution playbooks

Pricing Optimization

Driving profitable growth and long-term customer value by helping technology and software organization create differentiated pricing capabilities to roll out optimal pricing structures, metrics, and processes

Channel and Ecosystem Strategy and Program Development (Including Managed Services)

Maximizing market reach and commercial impact through the identification of high potential channel and strategic ecosystem partners and development of partner proposition and program that foster long-term mutually beneficial partner connections

Customer/Buyer Insights and Development of Sales Playbooks

Capturing the voice of customer across decision-makers, influencers, and end-users, to develop highly actionable leads and sales insights, and deliver detailed playbooks (narrative, stakeholders, proposition, pricing)

Customer Economics and Route-to-Market Optimization

Maximizing long-term growth and profitability by developing customer-level economic KPIs to optimize acquisition channels and costs, service models, and overall customer segment prioritization

Marketing Effectiveness

Supporting CMOs as they determine how to optimize spend, especially given new user challenges and the changing role of technology platforms and major media companies (data and segmentation, evaluation of existing solutions, KPIs, budgeting and mix, optimal partner ecosystem, organization)

Sales Effectiveness

Maximizing ROI of sales investment by enhancing the full sales funnel management, processes (prospecting, lead generation and qualification, customer engagement strategies and coordination, etc.) and organization (territories, goal-setting, incentives, etc.), delivering high impact performance improvement plans

Operating Model Transformation and Organization Development

Redesigning organizations, processes, and operating models to meet the requirements from major industry shifts and digital transformation

Software & Technology Service segments

CRM ITSM CX AdTech MarTech Marketing cloud HR Finance Legal eDiscovery Payroll Vertical-focused software

Productivity Collaboration Business Intelligence ERP Database Analytics End-point security Cyber-security

Storage Compute Virtualization Platform integrations

Cloud services Hosting Collocation ITAD Managed Services IT services management Change management IT training & certification Systems integration Quality management

Impact examples

Example #1

Global cloud service provider

Comprehensive B2B strategy for the company, including product requirements and go-to-market approach based on a channel strategy

Example #2

Global workflow software company

Go-to-market performance improvement roadmap, including marketing, sales approach and process, major product requirements, pricing, and customer service

Example #3

Enterprise service management platform

Sales force effectiveness strategy, including changes to existing sales and marketing, priority customer segments, and repeatable playbooks for success

Example #4

Data sanitization software and services provider

Opportunities to start a new software business, leveraging proprietary in-house capabilities for data sanitization and turning them into a SaaS product

Example #5

Financial software provider

Marketing plan development, management, and implementation

Example #6

Auto digital retailing software

In-depth analysis of the auto digital retailing software landscape, and developed an M&A radar screen, resulting in several acquisition targets