Building smarter systems & better products.

Path & Planning helps companies build smarter systems and better products. With deep expertise in product strategy, workflow optimization, and emerging technologies, we transform intricate challenges into clear, actionable solutions.

Our Services

Fractional Product Leadership

Executive-level product direction without the overhead.

  • Strategic Product Direction: Embedded leadership to clarify goals, shape product strategy, and drive high-impact execution.

  • Outcome-Driven Roadmaps & OKRs: Build clear, measurable plans that align teams around real business outcomes.

  • Stakeholder Alignment & Coaching: Act as trusted partners to remove roadblocks, foster collaboration, and coach your teams toward sustainable growth.

AI & Technology Integration

Empower your teams with practical, scalable AI solutions.

  • AI & Automation Strategy: Identify real opportunities for GPT, generative AI, and intelligent automation to amplify your team's capabilities.

  • Low-Code & No-Code Solutions: Enable your teams to quickly build and iterate AI-powered workflows without complex development overhead.

  • Adoption, Training & Rollout: Ensure successful integration through hands-on support, actionable playbooks, and proven change management strategies.

Product Operatons

Empower your teams with practical, scalable AI solutions.

  • Workflow Optimization & Redesign: Audit, refine, and build repeatable processes that eliminate bottlenecks and accelerate delivery.

  • Intelligent Tooling Integration: Seamlessly integrate your tool stack (e.g., Notion, Linear, Jira, Airtable) to enhance team productivity and transparency.

  • AI-Powered Process Automation: Automate repetitive tasks and streamline complex workflows through practical AI and automation, boosting accuracy and reducing overhead.

FAQs

  • We work with early-stage startups, growth-stage companies, and established organizations undergoing digital transformation. Our experience spans industries including technology, media, career services, and professional services.

  • Not at all. While we specialize in high-impact engagements, we also offer targeted services like audits, workshops, and strategic advisory tailored to specific needs.

  • That’s completely fine. We design modular, AI-integrated systems that are lightweight, scalable, and easy to maintain—even for teams without dedicated in-house developers.

  • Absolutely. Whether your team uses Notion, Jira, Airtable, or other platforms, we tailor our approach to integrate with and enhance your current workflows.

  • Timelines vary based on complexity. Some strategic engagements wrap in a few weeks, while broader transformations typically span 2–3 months. We’ll scope the engagement together to fit your priorities.

  • Yes. We offer flexible retainer-based advisory support, as well as periodic check-ins to help your team sustain momentum and adapt to evolving goals.