Engagements
A small number of defined engagements rather than a long catalogue. Each one is scoped to produce a decision, not a document.
CEO / CPO / Board
Product & AI Transformation
A structured engagement for software companies deciding what AI actually changes about their product architecture, workflows, operating model and commercial proposition — and what it does not.
What it produces
- Current-state assessment
- Market-transition thesis
- Product and platform architecture choices
- AI use-case and workflow model
- Operating-model implications
- Executive decision package
Private equity / VC / Board / Acquirer
Product, Technology & Market Diligence
An assessment of what an asset's product and platform are actually worth, where the technical and competitive risk sits, and what the first hundred days after close should prioritize.
What it produces
- Product quality and differentiation
- Category and competitive position
- Platform and technical-debt assessment
- AI opportunity and vulnerability
- Product leadership and organization assessment
- Value-creation opportunities and post-close priorities
CEO / Board
Executive Advisory
Ongoing counsel for leaders steering a product organization through a transition — as an advisor, a steering presence, or interim product leadership where the situation genuinely calls for it.
What it produces
- Ongoing CEO and CPO counsel
- Board and product advisory
- Transformation steering
- Portfolio and roadmap governance
- Executive team facilitation
CMO / CRO / CDO / CIO
Revenue Technology Transformation
For enterprises whose customer data, martech and revenue systems have accumulated faster than the strategy connecting them — deciding what the architecture and operating model should become.
What it produces
- Customer and account context model
- Customer data and CDP strategy
- Sales and marketing convergence
- Martech architecture and vendor strategy
- Governed agentic revenue workflows
- Measurement and operating model
CMO / CRO / CDO / CIO / Transformation leader
Embedded Transformation Leadership
For leaders with an urgent revenue or AI change agenda and an operation that cannot transform itself while running the business — senior leadership embedded alongside the team to set direction and steer the change, while your teams and selected partners do the build.
What it produces
- Diagnosis of the current operation
- Target operating model
- Technology and architecture choices
- Transformation roadmap
- Executive alignment
- Ongoing transformation steering
Engagements vary in shape more than this page suggests. If something here is close to the problem you are facing, the fastest route is a conversation. hello@stephenstreich.com