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.

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 report with recorded financial assumptions
OIDC SSO, SCIM provisioning, audit export, scoped APIs, and scheduled evidence sync

Request the working session.

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