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Advisory

I have sold it, bought it, and lived with it after it was bought. I have rated the people selling it and advised the people buying it. I have built the thing that got sold, and I have been the customer who had to make it work.

 

Now I just want to help you get it right.

Most people advising in this category have held one of the four seats. Having held all four means the advice comes from lived experience, all around the table.

I advise both sides of the market:

  • For providers. Positioning, roadmap, and the story a product has to carry into a room full of buyers who have heard forty pitches this quarter.

  • For clients. Selection, evaluation, and what a vendor is actually promising underneath the demo.

 

Engagements are scoped to the question, not the calendar. If you have one, start here.

Engagement types follow:

Strategy

What to build, what to buy, what to stop.

For a platform: where the roadmap goes, what open really costs when interoperability stops being optional, and the point where a recommendation engine becomes a decision engine and the liability moves with it.

For an owner: what to standardize and what to leave alone, what a system is genuinely going to change about the operation, and which capability is worth owning rather than renting.

Same question from two chairs. Neither side answers it well without knowing how the other one thinks.

Positioning

What you actually sell, in the words a buyer uses.

Most positioning problems are not messaging problems. They are a company describing its product from the inside while a buyer compares three options from the outside. I have written the description and I have sat on the other side reading it, which is a short way of saying I know where the gap usually opens.

This one is mostly for platform companies. Owners who are pitching an internal program have the same problem with a smaller budget.

Evaluation

Telling the difference between what the demo showed and what you are buying.

I have built the demo. I have also sat through it as the buyer and signed for what came after. Both are useful, and the second one is why I know which parts are load-bearing.

For a platform, the same knowledge runs backwards: what your evaluation actually proves, and what a serious buyer is going to test that your demo does not cover.

Execution

Getting it out the door with the organization intact.

For a platform, that is shipping a roadmap when engineering, sales, and services all want a different quarter. For an owner, it is going live without the operation absorbing the cost quietly for two years.

Advice that ships is a different discipline from advice that persuades, and most failures in this category are execution failures dressed as strategy disagreements.

Decision Rights

Where automated recommendations took decisions that used to carry a signature.

For an owner, that means finding out which decisions moved and putting a name on each one. It is a short exercise with real consequences and it is not a technology project.

For a platform, it is the same question pointed the other way: where your product moved a decision, whether your contract language holds, and what a customer's counsel is going to ask about it.

Other duties as assigned

Thirty-six years produces a long list of things I have been handed. If your problem does not fit the five above, describe it anyway.

What I do not do

I do not implement systems, resell software, or take vendor referral fees. There is no product behind any of this, and that is the point. An advisor with something to sell is answering a different question than the one you asked.

I also do not run long engagements. If the work cannot be scoped in a conversation and delivered in weeks rather than quarters, I am probably not the right person for it.

If you'd like to take a seat at the table,

Reach me at bz@thefourseats.net, or use the form.

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