Following an initial pricing and packaging engagement, a specialty enterprise software provider needed support transitioning legacy on-premise customers to a new SaaS pricing model. The migration introduced complexity across multiple customer segments, from small businesses to large enterprise accounts, each requiring different migration approaches, pricing strategies, and retention considerations. The organization needed a structured migration framework that balanced monetization opportunity with churn risk and operational scalability.
- Customer segmentation and migration analysis
- Migration strategy and commercial scenario modeling
- Packaging and plan upgrade optimization
- Go-to-market execution planning
- Governance structure and executive review cadence
- Customer communication and enablement materials
- Price testing framework
- KPI recommendations and migration dashboard design
The organization successfully launched its first wave of customer migrations and is on track for meaningful incremental revenue in year one, with a multi-year cumulative uplift projected as the rollout continues. The company now has a structured migration governance model, a scalable rollout framework, and clear operational visibility into migration performance and retention outcomes.