Product Management Guidance

Optimize team bandwidth and product impact with proven processes for “doing” product.

As you grow, we'll help you maintain effective and repeatable product management processes that produce exceptional results. 

Product Process That Works

Effective and efficient product management is hard. We’ll help you develop and integrate tried and true product lifecycle processes that guide your Product teams through the iterative flow of discovery, ideation, validation, execution, delivery and impact assessment.

Customer Feedback Integration

Customer feedback is like fuel for innovation, but it can also be overwhelming and underutilized. We’ll help you create a system across the company to ensure that customer feedback is being captured, managed and leveraged effectively to enable smart product decisions.

Team Performance & Growth

Whether you have an existing team or starting from the ground up, we’ll provide expert coaching, recruiting and hiring capabilities to help you identify gaps and grow a rock star Product team.

Fractional Product Leadership

We’re happy to serve as a fractional Product leader (Head of Product / Sr. Product Manager) for as long as you need us. You may be in the early stages of building out your Product team or just have a short-term need to fill. In any case, we’ll help you bridge the gap to a long term solution.

Client Success Story

Harnessing Potential With Product Discipline

Harnessing Potential With Product Discipline

The Situation

In 2018, K4Connect had established itself as an early mover in the emerging Senior Living Community Technology and Management space. Securing a Series A funding in late 2016, the company had built up momentum with an early SaaS product across a solid customer base and also built up an impressive stable of engineering talent.

However, with a Series B funding effort on the horizon, the company was struggling to fully leverage their deep pool of engineers and recent product efforts had suffered from a lack of holistic direction, competing priorities and slow, disappointing results. The company needed to harness the collective potential of their product and engineering teams to drive sustained growth and optimize its chances for securing a Series B funding.

How SurgePath Helped

Partnering directly with K4Connect's VP of Product, we started by taking an assessment of how product was being done at the company, from strategy to delivery, as well as diving in on the underpinnings of the company's overall mission and strategy within the senior living community space.

Through this assessment and learnings, we identified distinct mission areas embedded within the overall strategy, and empowered cross-functional mission teams around these areas. Each mission team would own the  mission's product strategy, execution and delivery that contributed to the overall product strategy's success. This, in turn, created more focused, motivated and efficient teams which drove improved velocity and ongoing delivery of product value.

SurgePath also drove the introduction and adoption of contemporary product strategy, development and delivery processes that the mission teams used to drive corresponding roadmaps, product requirements, Sprint priorities and success measurements.

We continued to provide ongoing coaching and leadership to ensure successful adoption and optimizations of these new processes to maximize long term success.

The Results

Capitalizing on SurgePath's efforts to effectively operationalize K4Connect's strategy across the organization, the company successfully raised a $12M Series B funding round in Q4 2018.

The Feedback

"SurgePath was critical in helping us implement the necessary strategic frameworks, processes and disciplines to help our team focus and scale as we transitioned to a cross-functional mission team organization and true Agile SCRUM. We were able to make a huge positive impact in a very short amount of time."

- Ben Armstrong, VP Product at K4Connect

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TESTIMONIALS FROM COMPANIES LIKE YOURS

"Simply put, Don was a game changer for us. He was instrumental in driving the greater product strategy, as well as guiding teams and individuals in the day to day execution and delivery. His critical thinking, relentless work ethic, and obsessive commitment to delivering amazing products were critical to our company’s growth. Don has a rare passion and gift for helping teams deliver amazing products – we were lucky to have him on our side!"

COOPER BANE, CO-FOUNDER

BOOMTOWN

"SurgePath was critical in helping us implement the necessary strategic frameworks, processes and disciplines to help our team focus and scale as we transitioned to a cross-functional mission team organization and true Agile SCRUM. We were able to make a huge positive impact in a very short amount of time."

BEN ARMSTRONG, VP PRODUCT

K4CONNECT

"Don is one of those rare product visionaries and strategists that every company needs...He is simply the best product leader I’ve had the privilege to work with in my 20+ years in technology and I strongly recommend him to any company who is looking to get their Product or Product team to the next level."

CHRIS HUMPHRES, CO-FOUNDER & CTO

WINDSOR CIRCLE (ACQUIRED BY WHATCOUNTS IN 2018)

"SurgePath brings to bear a set of skills, experience and attitude that are enormously beneficial and have been a welcome addition to our product management and strategy disciplines. I can confidently say that our product is in a far better place with SurgePath than it would have been otherwise."

CHUCK JAYNES, DIRECTOR OF ENGINEERING

iCONTACT (ACQUIRED BY J2 GLOBAL IN 2019)

"Don has the rare ability to lead at the level of strategic prioritization and also drive effective processes to ensure each iteration is better than the last. In one instance he helped us cut ⅔’s of our scope and still deliver the core value to our users - it’s hard to think of a better investment than his ruthless prioritization that helped us ship a great product 3x faster."

MIKE SCHNEIDER, CO-FOUNDER & CEO

FIRST (ACQUIRED BY REMAX IN 2019)

"Don had a huge impact in a short period of time both strategically and at the roadmap-level by spearheading our 2020 strategic planning process and integrating valuable processes and frameworks into our product management discipline. I would heartily recommend Don to anyone looking for a fresh outside perspective on their product strategy."

RICHARD WHITE, CO-FOUNDER & CEO

USERVOICE

"Don’s clear command of product management helped us immensely as he kept asking "who’s the perfect customer", "what’s the perfect outcome for the customer", and "let’s move from minimum viable product to minimum loveable product". He has made huge contributions, for which I am very grateful."

MATT WILLIAMSON, CO-FOUNDER & CEO

WINDSOR CIRCLE (ACQUIRED BY WHATCOUNTS IN 2018)

"Don's team's research was comprehensive and thorough, and their recommendations were excellent. We adopted nearly all of them."

STEVE HARBULA, SENIOR DIRECTOR OF MARKETING COMMUNICATIONS

DENVER BRONCOS

"SurgePath’s process orientation really helped us to make sense of complex tasks like shepherding our product roadmap and continually iterating with feedback from our key customers. Their guidance forced us to ask ourselves the really tough questions that we needed to answer"

JESS MARTIN, CTO

FIRST (ACQUIRED BY REMAX IN 2019)

Let's Start Growing Your Product

 

We've had success with some great SaaS companies. We have a passion for helping more.

Let's chat - we'd love to help you!