REPOSITIONING A RISK MANAGEMENT PLATFORM FOR SCALABLE MID-MARKET GROWTH

A global provider of risk management software reached an inflection point. While the platform was robust and well adopted, its market positioning lacked clarity and differentiation. Competitors were converging around similar, feature-led narratives, customer expectations were evolving, and internal teams were not fully aligned on where to play, how to win, or how to clearly articulate value to the mid-market. Leadership needed a unifying strategic foundation—one that connected customer insight, market opportunity, and product direction—and a practical roadmap to translate strategy into go-to-market execution.

“This work gave us a clear purpose and strategic direction grounded in what customers actually value—simplicity, confidence, and speed to value. It aligned our teams around a common direction and gave us a practical roadmap to take our positioning to market.”. The engagement resulted in a redefined purpose, a refined choice cascade, and a six-month go-to-market roadmap aligned to the organization’s growth ambition. The company emerged with a clear mid-market focus, a differentiated position anchored in simplicity, and a repeatable framework that could be applied across future products and markets. The engagement resulted in a redefined purpose, a refined choice cascade, and a six-month go-to-market roadmap aligned to the organization's growth ambition. The company emerged with a clear mid-market focus, a differentiated position anchored in simplicity, and a repeatable framework that could be applied across future products and markets.