How Boardman Revamped Tech Leadership and Process Efficiency to Accelerate Funding Readiness at a B2B Scaleup
Our client is a fast-growing B2B scaleup preparing for their next funding round.
A recent technical audit uncovered significant gaps across leadership, processes, documentation, and data-driven decision-making—threatening both stakeholder trust and the company’s ability to scale effectively.
Discover how our comprehensive intervention rebuilt stakeholder trust—boosting leadership confidence by over 50%, enhancing delivery efficiency by 60%, and driving a 70% surge in actionable insights to pave the way for the next funding round.
Client Details:
Industry:
B2B SaaS
Region:
UK
Employees:
50+
"Boardman’s transformation of our tech operations has been a game changer.
We went from uncertainty to a clear, efficient process that rebuilds stakeholder trust. With due diligence no longer a roadblock, we feel secure and ready for the next phase of funding."
CEO, B2B SaaS
The Challenge
- Lack of Experienced Technical Management:
The organization had strong senior software engineers but no seasoned technical leadership to guide and manage the team. - Inadequate Documentation & Engineering Processes:
Critical documentation was missing, and engineering processes were undefined, leading to operational inefficiencies and a lack of clarity. - Unclear Structure & Quality Oversight:
There was no structured focus on quality or risk management, which eroded confidence among the board and CEO. - Deficient Data Reporting:
The absence of proper data reporting practices hindered the ability to measure performance and make informed decisions. - Ineffective Agile Practices:
The team was not following agile processes correctly, resulting in inconsistent delivery and unclear performance metrics. - No Cohesive Strategy or Product Roadmap: There was a lack of joined-up decision making, with no objective or value-based prioritisation, leaving the organization without a clear roadmap.
The Solution
To address these challenges and prepare the company for its next funding round, we implemented a multifaceted strategy:
- Vision & Alignment of Objectives:
- Developed a clearly defined vision aligned with overarching business objectives and integrated product roadmaps/features.
- Implemented OKRs to ensure organizational objectives were aligned and measurable.
- Product Roadmaps & Joined-Up Decision Making:
- Created strategic, feature, and sprint roadmaps using Productboard, seamlessly integrated with Jira.
- Introduced objective and value-based prioritisation and scoring, establishing a cohesive framework for decision making.
- Enhancing Research & Measuring Success:
- Initiated plans to improve user testing and Voice of Customer (VOC) processes, with targeted recruitment to bolster insights.
- Laid the groundwork for a comprehensive data project and planned the hire of a data analyst to monitor commercial impact post-implementation.
- Establishing IT Leadership & Building a High-Performance Culture:
- Created a dedicated IT leadership team, with plans to recruit a CTO, Head of IT, and Head of UX to further strengthen management.
- Fostered a performance and results-driven culture, built on a “get shit done” mentality and continuous improvement.
- Delivery-Focused Processes & Data-Driven Strategy:
- Instituted strong, objective-led technical delivery processes and modern technical architectures that enable rapid, impactful change.
- Developed a data strategy —ensuring every decision is underpinned by actionable data.
The Impact
Key milestones include:
Rebuilt Stakeholder Trust:
- With clear leadership and aligned processes, stakeholder confidence improved by over 50%, restoring trust with the board and CEO.
Scalability & Funding Readiness:
- With a clearly defined vision, cohesive product roadmap, and robust processes in place, the client is now well-positioned to secure their next funding round and drive sustainable growth.
Other Key Benefits
- Enhanced Operational Efficiency:
Streamlined, objective-led processes resulted in a 60% improvement in delivery predictability and operational efficiency. - Data-Driven Decision Making:
The new data strategy enabled a 70% increase in actionable insights, ensuring decisions were fast and evidence-based. - Scalability & Funding Readiness: With a clearly defined vision, cohesive product roadmap, and robust processes in place, the client is now well-positioned to secure their next funding round and drive sustainable growth.
Our Approach
This case study illustrates how a targeted transformation in tech leadership, process standardization, and data strategy can turn around a B2B scaleup’s readiness for funding.
By addressing core issues—from leadership gaps and documentation deficiencies to ineffective agile practices and fragmented decision-making—we enabled the client to realign their vision, optimize delivery, and build the operational foundation needed to regain stakeholder trust and fuel future growth.
"Before Boardman stepped in, technical due diligence was always a concern for us.
Their strategic overhaul not only built a robust leadership team but also instilled the confidence we needed.
We’re now fully prepared for our next funding round."
COO, B2B SaaS
Get actionable advice every Saturday
The CTO’s Playbook
Join 3,267 CEOs, COOs & developers already getting actionable advice, stories, and more.
About Us
- A highly skilled and experienced team of technology leaders at your service.
- Our CTOs, CIOs, and CISOs provide strategic guidance to hundreds of SMEs.
- We drive business growth and deliver real impact.
- Ready to get started whenever you are—even as soon as tomorrow!
