CPO Services Case Study
CompliantRx
CompliantRx turned a strong founder-led vision into a scalable product organization with more predictable delivery, stronger technical capabilities, and a foundation for long-term growth.
They help us tackle real challenges, and build the foundation needed to scale.
— Adam Nadler, CEO, CompliantRx
Overview
CompliantRx is a founder-led AI company operating in the healthcare compliance market. With a clear product vision and growing market momentum, the company was ready to strengthen the product and engineering capabilities needed to support its next stage of growth.
As the business evolved, translating strategic priorities into consistent product delivery became increasingly important. With one product manager and six developers, CompliantRx had a lean team supporting an expanding roadmap. The opportunity was to introduce greater structure, improve visibility into development priorities, and establish a more predictable delivery process while preparing the organization to scale.
Challenges
As CompliantRx prepared to scale, its product organization faced several interconnected challenges:
- Product development discipline: Existing agile practices needed greater consistency, with clearer processes for sprint planning, prioritization, and delivery across the product and engineering teams.
- Roadmap visibility and predictability: CompliantRx needed a dependable planning cadence and a shared understanding of development priorities, timelines, and expected delivery dates.
- Alignment with business objectives: The company’s expanding product vision required a more structured approach to connecting individual initiatives with measurable business outcomes and customer needs.
- Organizational scale: As the company prepared to expand its product and engineering capabilities, it needed an operating model that could support additional team members without sacrificing coordination or delivery consistency.
- Technology and compliance readiness: Supporting future growth required attention to scalable technical architecture, emerging AI capabilities, and the operational controls necessary to meet SOC 2 Type 2 requirements.
Goals
CompliantRx’s objective was to build a scalable, high-performing product organization capable of translating its founder’s vision into consistent execution, supporting continued growth, and ultimately operating under permanent leadership.
To achieve this, the company sought to:
- Establish predictable product delivery: Introduce consistent agile practices, a dependable development cadence, and greater transparency into priorities, progress, and timelines.
- Align product strategy with business objectives: Develop a focused, actionable roadmap that connects product initiatives with measurable business outcomes and customer needs.
- Scale the product and engineering organization: Expand team capacity while maintaining delivery discipline, clear accountability, and effective collaboration.
- Strengthen AI capabilities: Establish a dedicated AI function with experienced leadership and the technical resources needed to support the company’s evolving product strategy.
- Achieve SOC 2 Type 2 certification: Implement the operational controls and processes required to meet certification standards and strengthen the company’s compliance capabilities.
- Prepare for permanent leadership: Build a sustainable operating model that could transition smoothly from fractional executives to a full-time team without disrupting product delivery.
Solutions
CompliantRx engaged TechCXO Partner Katie Reilly as Fractional Chief Product Officer to establish more disciplined product delivery, align the roadmap with business priorities, and prepare the organization for continued growth. Working alongside CompliantRx leadership and other TechCXO specialists, Katie focused first on day-to-day execution before advancing broader strategic initiatives.
Key approaches included:
- Putting agile practices into daily operation: Katie established consistent sprint planning, development cadences, and delivery tracking, giving product and engineering teams a practical framework for managing work. These changes also gave executives a clearer view of progress, upcoming releases, and delivery timelines.
- Turning strategic ideas into an executable roadmap: Working directly with the founder, Katie organized product ideas into defined initiatives, established priorities, and connected each initiative to its expected business or customer impact. The result was a roadmap that could guide engineering decisions and communicate priorities across the organization.
- Bringing customer feedback directly into product planning: Katie collaborated with TechCXO Principal Rebecca Chastain, who supported customer success and operations, to incorporate customer perspectives into development decisions. This included participating in customer calls and working with the customer success function to identify needs within the existing customer base.
- Guiding architecture decisions for future scale: Katie worked with the team on technical direction, helping evaluate architectural choices for their long-term sustainability as product capabilities and engineering resources expanded.
- Helping establish the AI team: As CompliantRx created a dedicated AI function, Katie advised on its strategic direction and supported the placement of two permanent team members, including a lead, to establish internal ownership of the function.
- Embedding compliance into development operations: Katie guided the team through defining and following the controls required for SOC 2 Type 2 certification, making compliance part of established working practices rather than a separate exercise.
Together, TechCXO’s Katie Reilly, Michael Carlson, and Rebecca Chastain brought complementary expertise in product leadership, engineering execution, and customer success to help CompliantRx build a scalable product organization with the capabilities to thrive under permanent leadership.
Partner, Fractional CPO
Katie helps growing SaaS companies turn founder vision into focused product strategy, actionable roadmaps, and predictable delivery. Her experience across healthcare and technology includes scaling product organizations, strengthening agile practices, and preparing teams for permanent leadership.
Director, Product Management
Michael brings a decade of product and engineering leadership across healthtech, fintech, and e-commerce SaaS. He connects strategy with execution through disciplined agile delivery, scalable architecture, and close alignment between product, engineering, and business teams.
Principal, Customer Success and Operations
Rebecca brings more than 20 years of experience building customer success and operations teams across healthcare and SaaS. She strengthens onboarding, customer relationships, and retention while connecting customer needs with product priorities and scalable operating processes.
Outcome
Over a 16-month engagement, CompliantRx delivered 30 major product initiatives, each representing at least a month of development work, with consistent deadline performance. At the same time, the product and engineering organization grew 2.3 times, expanding from one product manager and six developers to two product professionals and fourteen developers. The delivery processes established during the engagement continued to support the organization as its capacity increased.
CompliantRx also strengthened its technical and operational capabilities. A dedicated AI function took shape with two permanent hires, including a team lead, while the company achieved SOC 2 Type 2 certification, reinforcing its commitment to the compliance standards expected in its market.
During the engagement, CompliantRx secured an investment round that supported additional hiring and helped the company transition to permanent leadership. With the operating model established and full-time team members in place, TechCXO completed a planned handoff, leaving CompliantRx with the processes, leadership, and organizational capacity to continue executing independently.
TechCXO doesn’t just give us advice, they have become a part of our team. They help us tackle real challenges, and build the foundation needed to scale. We gained the experience of seasoned executives without having to build out an entire leadership team before we were ready.
- Adam Nadler CEO, CompliantRx
