
Aligning product and engineering around a cloud-first strategy
Tech startup in data discovery and compliance
Balancing incumbent revenue with a Cloud-native product transition
Themes:
Operational Excellence, Teamwork Collaboration, Leadership
Context snapshot
Organisation: B2B Tech startup
Domain: Data discovery, governance, and compliance
Customers: Enterprise organisations
Technology shift: On-premise to Cloud-native
Leadership challenge: Product and engineering alignment under constraint
Executive tension
This Tech startup operated in a fast-moving and highly regulated market, serving enterprise clients under increasing compliance pressure. The business faced a critical strategic tension.
Its incumbent product was:
Generating revenue
Deployed on-premise
Built on an architecture approaching obsolescence
At the same time, a new product had been developed:
Designed around the needs of a single pilot client
Architected for on-premise deployment
Misaligned with the market’s accelerating shift to Cloud
Resources were limited.
Leadership attention was split.
The organisation could not afford to fully invest in both directions — yet delaying decisions increased technical debt, diluted focus, and slowed progress.
Reframing the problem
This was not a technical capability or roadmap problem.
It was a clarity, alignment, and decision-making problem at the intersection of strategy, product, and leadership.
The organisation was caught between:
Protecting short-term revenue
Building long-term relevance
The new product had been shaped too closely by a single client context, while architecture decisions defaulted to on-premise, locking in constraints the market was moving away from. Teams were busy, but unclear what “good” looked like over the next 12–24 months.
What the leadership team did not need was:
More detailed plans
More features in the backlog
More pressure on delivery
What it needed was:
A shared view of strategic intent
Explicit trade-offs between short-term revenue and long-term viability
Clear product pathways and investment choices
Leadership alignment strong enough to hold difficult decisions
In short, the organisation needed to make deliberate choices — and organise around them.
How we worked
1. Create leadership alignment around the choices
Through facilitated workshops and team coaching with Product and Engineering leadership, we worked to:
Surface underlying assumptions
Make tensions explicit
Separate customer-specific needs from product strategy
This shifted conversations from opinion-driven debate to shared understanding.
2. Use strategic mapping to frame trade-offs
Strategic maps were used to:
Clarify the role of the incumbent product
Define the ambition for the next-generation offering
Make investment trade-offs visible and discussable
This enabled leadership to:
Agree where to sustain, simplify, or sunset
Identify what needed to change for the new product to scale
3. Redesign the product direction
With clarity established:
The new product was redesigned as Cloud-native, not retrofitted
Architecture decisions were revisited to support scalability and reuse
Teams were reorganised around clearer product intent
The incumbent offering was stabilised, while selected components were:
Extracted as standalone services
Open-sourced where appropriate
Used to support client transition rather than block progress
4. Strengthen leadership coherence
Individual coaching with the CTO focused on:
Leading distributed teams across geographies
Holding alignment under pressure
Communicating strategic intent consistently
This strengthened execution without reverting to command-and-control.
Evidence of movement
The shift became visible over time.
Leadership alignment improved around a single, coherent product direction. Engineering focus increased as priorities stabilised, reducing fragmentation and rework. The new product successfully transitioned to a Cloud-native offering, improving market fit and traction.
Existing clients were progressively transitioned rather than stranded, protecting revenue while enabling evolution.
For the CTO, decision-making clarity improved, alignment across Product and Engineering strengthened, and leadership presence across distributed teams became more consistent. Leadership energy shifted away from arbitrating competing demands toward enabling focus and progress.
The organisation moved from tension-driven compromise to deliberate strategic execution, which allowed it to survive difficult conditions during COVID and grow steadily in the years that followed.
Inviting your reflection
If your organisation is trying to protect today’s revenue while building tomorrow’s product, struggling to prioritise under technical and resource constraints, or debating roadmaps without resolving trade-offs —
the issue may not be capability.
It may be clarity, alignment, and leadership coherence.




