Resources

Playbooks and tools you can use today.

The same playbooks, diagnostics and benchmarks OptiProduct uses with clients, free to read and put to work in your own business.

The library

Playbook13 sections · October 2026

The PE Portfolio Playbook

A practical operating playbook for sponsors and portfolio leaders: the 30-day diagnostic, four transformation workstreams, a value-creation KPI framework, a 90-day plan and exit readiness.

Read the playbook ›
Tool5 minutes

Maturity diagnostic

Rate twelve statements across customer, digital, data and AI. See your score, your stage and where to start.

Take the diagnostic ›
Playbook90 days, then ongoing

Fractional CPO

How a part-time CPO earns trust fast, lands early wins and leaves a product function that runs on its own.

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PlaybookOperating model

Product operating model

Move from projects and feature factories to empowered product teams that own outcomes.

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PlaybookPrivate equity

PE value creation

Product and digital levers in the value creation plan, from diligence through the first 100 days to exit.

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PlaybookSaaS

NRR-led SaaS turnaround

Lift net revenue retention through onboarding, adoption, expansion and pricing, the metric that drives SaaS valuations.

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PlaybookMid-market

Customer & digital transformation

Cut cost-to-serve and lift customer scores with self-service, proactive updates and a single view of the customer.

Read ›
Playbook$20m–$500m revenue

Digital, data & AI strategy

Find the AI use cases worth funding, pilot them with clear measures and build the data foundations to scale.

Read ›
Tool8 domains

AI governance benchmark

See how eight governance domains map to ISO/IEC 42001, NIST AI RMF, Australia's AI6 and the EU AI Act, and place yourself on the maturity scale.

Explore the benchmark ›
AI LabsProducts & experiments

AI Labs

What OptiProduct is building, including Socius for trade businesses, and how to deploy agents without losing control.

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Results10 engagements

Case studies

The brief, the work and the measured result at Optus, Telstra, Team Global Express, Foxtel and more.

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Want the playbook run for you?

Every engagement starts from one of these, tailored to your business and led by an experienced CPO.