Case Studies: Turning Complex Technology Into Clear Outcomes

A selection of engagements where fractional CTO leadership, enterprise architecture, and RevTech strategy translated into measurable impact for founders, boards, and cross-functional teams.

Selected Engagements

These examples are representative of the types of challenges addressed and outcomes delivered. Details are generalized or anonymized where appropriate to respect confidentiality.

Global Enterprise: RevTech Transformation & SaaS GTM Shift

A Fortune 500 technology company needed to transition from a legacy, product-centric model to a digital-first SaaS go-to-market motion. Marketing and sales systems were fragmented across regions, products, and acquisitions.

Challenge

  • ~200 platforms managing customer data, campaigns, and pipeline with little standardization.
  • Acquisitions integrated slowly, making revenue recognition and reporting inconsistent.
  • Contracting cycles for new platforms averaged 8+ months.

Approach

  • Defined a unified RevTech architecture aligned to SaaS GTM objectives.
  • Built an operating model spanning engineering, product, data, and marketing stakeholders.
  • Established a single intake, evaluation, and contracting framework across Legal, Procurement, and Security.

Outcome

  • Enabled a full GTM transition within eight months.
  • Integrated 20+ acquisitions per year into a standardized digital pipeline.
  • Reduced vended software spend by ~$20M annually and cut contracting cycles down to ~6 weeks.

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Enterprise SaaS: Global Adobe Platform Integration

A global organization needed to consolidate disparate marketing platforms into a single Adobe-based ecosystem, with a 360° customer view and consistent nurture flows across regions and products.

Challenge

  • Multiple regional stacks, redundant tools, and inconsistent data models.
  • Lack of visibility into customer journeys and campaign performance.
  • Limited governance around platform usage and data standards.

Approach

  • Designed an end-to-end architecture connecting 9 Adobe products globally.
  • Ran parallel platform implementation and legacy decommissioning programs.
  • Aligned business units under a single operating model with standardized KPIs.

Outcome

  • Retired 21 legacy platforms while increasing capabilities.
  • Delivered a 360° view of the customer and unified nurture streams.
  • Recognized with an Adobe Transformer Award for operational and financial impact.

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High-Growth Startup: Scaling Product & Engineering Operations

A founder-led SaaS startup had strong early traction but lacked clear engineering and product operating models. Teams were over-extended, roadmap decisions were ad hoc, and platform choices were outpacing governance.

Challenge

  • No consistent prioritization framework across product, sales, and customer success.
  • Increasing technical debt and unclear ownership of architecture decisions.
  • Difficulty hiring and onboarding technical talent into a rapidly evolving environment.

Approach

  • Introduced a lightweight, founder-friendly operating model for roadmapping and sprint planning.
  • Defined clear role expectations across engineering, product, and QA.
  • Used a vetted network of engineers and PMs to close critical talent gaps quickly.

Outcome

  • Improved delivery predictability and visibility across the company.
  • Reduced friction between commercial teams and product/engineering.
  • Set the foundation to support enterprise customers without slowing down core roadmap execution.

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Data & Market Intelligence: Vendor Strategy & Cost Optimization

A scaling organization was overspending on overlapping data and intelligence tools, with little alignment to go-to-market strategy or measurable ROI.

Challenge

  • Multiple contracts with similar data vendors (intent, firmographic, market intelligence).
  • Unclear adoption patterns and inconsistent usage across teams.
  • Procurement, Legal, and Security teams engaged late, slowing decision cycles.

Approach

  • Mapped use cases to data requirements and rationalized vendor landscape.
  • Defined standardized onboarding, risk assessment, and renewal processes.
  • Led negotiations with key vendors to align contracts with actual usage and value.

Outcome

  • Consolidated the vendor footprint while preserving (and improving) coverage.
  • Unlocked meaningful annual savings on data and tooling.
  • Reduced friction between business stakeholders and control functions.

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Interested in Similar Outcomes?

Whether you are navigating a major platform decision, preparing for a new funding round, or trying to bring order to a complex RevTech stack, fractional CTO leadership can help you move faster with more confidence.

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