Product Director · Surveil · Ottawa

Kristopher Wong

Product leader at Surveil. FinOps contributor. Building intelligence products for the Microsoft channel.

Kristopher Wong with his partner Anna and their French bulldog, at golden hour outdoors
Kris, Anna, and Frenchie

I'm a product leader with 15+ years working across the Microsoft cloud, licensing, and partner channel — now building AI-augmented SaaS at the category level. Today I lead Navigator at Surveil, the product defining the Partner Sales Intelligence category for distributors, resellers, and MSPs.

My work sits at the intersection of messy real-world partner economics and rigorous, AI-augmented product thinking. I believe the best products reduce the user's mental load — which is why I've steered Navigator toward intelligent automation over chatbots, and why I spend about a third of my week in structured discovery with partners and customers.

Outside of shipping Navigator, I co-author FinOps Foundation guidance on SaaS and Microsoft licensing, and I build tooling for product managers. My open-source project CorticalStack is an Obsidian-backed "second brain" that turns Shape Up-style product work into unlimited context for AI agents, while producing AI-native PRDs and specs that agents can implement directly.

Before Navigator, I spent nearly a decade on software licensing work with tier-1 publishers — Oracle, IBM, and Microsoft contract negotiations, license optimization, and audit defense. At the Canadian Medical Association, I led a full-operations program review whose analysis contributed to CMA's 2018 divestiture of MD Financial Management to Scotiabank for $2.585B.

I'm equally at home authoring a PRD, running discovery with a reseller in EMEA, and walking a regional sales team through channel economics. If any of that sounds like your kind of operator, let's talk.

Case Study Surveil · 2023 – Present

Navigator — defining a category
for the Microsoft channel

The Microsoft partner ecosystem runs on fragmented data across billing platforms, CRMs, and vendor portals. Navigator turns that mess into revenue intelligence — so distributors, resellers, and MSPs can find, model, and monetize opportunities across their customer estates.

280K+
Organizations
on platform
50+
Partners
activated
3
Global distributor
wins
2,200+
Paying end
customers
$5M+
Partner revenue
surfaced

The problem

Partners — the distributors, resellers, and MSPs who resell Microsoft cloud at scale — were flying blind on their most important decisions. Where to invest. What to renew. When to upsell. Which customers were at risk.

The tools on the market were built for someone else. Direct-sales platforms (Gong, Clari) assumed teams selling their own product. Vendor-side tools (Partner Center, CloudAscent) only exposed one vendor's view. General BI (Power BI, Tableau) produced pretty dashboards with no embedded workflows. Most partners were stitching the gap with spreadsheets and manual analysis.

No purpose-built sales intelligence platform existed for partners themselves. That was the gap.

The approach

I structured Navigator's strategy around five reinforcing priorities — each activating at different intensities across a phased multi-year roadmap.

  • See It. Consolidate partner data across billing, CRM, and vendor programs into a single trusted view.
  • Find It. Model opportunities — CSP takeovers, margin optimization, workload migration — into campaign-ready, sales-ready outputs.
  • Do It. Orchestrate the action: renewals, pricing, referrals, partner activation — integrated into the partner's existing stack.
  • Scale It. Self-serve onboarding, hierarchy governance, and bulk activation that turn platform adoption into a business-wide standard.
  • Prove It. Quantify cost savings and optimization gains so partners can demonstrate their value to end customers.

Underpinning all of it: a programmatic Partner Activation Ladder (L0 → L4) that ties product leading indicators to sales outcomes and phase exit criteria, and an AI & Data Intelligence layer riding on top of a proprietary 280K-organization dataset.

AI, deliberately

I steered Navigator away from the chatbot pattern early. Slapping a conversational UI on a product rarely changes the user's mental model — it just adds a novelty surface. Instead, we're implementing AI where it reduces cognitive load on the core job.

The flagship example is an NLP-driven campaign builder (in beta) that collapses a 16-field configuration task into a natural-language conversation. Built on AWS Bedrock and Azure AI Foundry. Other AI work spans predictive churn scoring, cohort benchmarking across the 280K dataset, and a proprietary recommendation IP layer for Surveil's M365 and Azure products — one that outperforms Microsoft Advisor by grounding guidance in deterministic, factual evidence chains rather than probabilistic and heuristic rules.

The outcomes

Navigator went from an idea to a production platform serving 50+ partners with visibility into 280,000+ customers, including many of the world's biggest Indirect Providers (distributors). Paying end-customer base grew from ~800 to 2,200+; Monthly Active Users grew from 0 to ~800 over three years.

A proprietary GDAP orchestration method I designed collapsed downstream partner onboarding from days to minutes — directly instrumental in winning the lion's share of new partners on the Surveil platform. Navigator has surfaced $5M+ in identified and realized partner revenue to date, and Surveil's broader M365 / Azure product suite has surfaced substantial customer cost-saving opportunities over the same period.

Bulk Onboarding Wallet Share Analysis PEC Reconciliation GDAP Orchestration Azure / M365 Takeover Modeling Work365 partnership

My role

I own Navigator end-to-end: product strategy, vision, PRDs, spec work, commercial modeling, EULA and contract structures, roadmap, and GTM partnership across NA and EMEA regional business leads.

One direct PM report. Cross-functional dotted-line influence over engineering, design, and post-sales. And about a third of my week spent in structured discovery with partners and customers — the primary input to everything else.

2021 – 2023
Senior Client Success Manager
MetrixData 360
2017 – 2021
Software Optimization / Licensing Manager
Long View Systems
2016 – 2017
SAM Consultant
Beaconize Inc.
2015 – 2016
IT Asset Management Lead
RAPA Consulting
2014 – 2015
Program Manager / Business Analyst
Canadian Medical Association — PMO
2010 – 2014
IT Business Relationship Manager / Service Owner
General Dynamics Canada & C4S
2009 – 2010
Business Analyst — Customer Care CoE
Alcatel-Lucent Canada
Download the full CV

Selected speaking

CorticalStack — a second brain for product managers

Open Source · GitHub

An Obsidian-backed "second brain" structured around three pipelines. The Product pipeline runs Ryan Singer's Shape Up methodology from Idea to Pitch, then branches — at Breadboard into iterative Prototype generation, and at Pitch into PRD authoring, which further expands into structured Use Cases. Meeting and Document pipelines ingest audio, transcripts, and files as structured vault notes that feed context back into the product flow. All outputs are AI-native — PRDs, specs, and prototypes that agents can implement directly.

ShapeUp trunk · product pipeline
Idea Frame Shape Breadboard Pitch
↓ branches at Breadboard
Prototype
In progress Final
Iterative — regenerate with hints, refine through Q&A, or re-run entirely from the breadboard.
↓ branches at Pitch
PRD
Draft Review Approved Shipped Archived
↓ expands into
Use Cases
actors · preconditions · main + alternative flows · business rules · source backlinks
Ingestion pipelines · feed vault context
Meeting Audio → Transcript → Note
Document Input → Note
View on GitHub

I'm always up for a conversation about Microsoft channel economics, FinOps, or the product craft of building AI-augmented SaaS.