Strategy & platform vision

We started the project by helping to secure leadership buy-in with a business case and broad vision: a unified architecture that can host multiple diagnostics over time, enabling cross-client insights, benchmarking, and smoother cross-sell. We mapped the platform into existing workflows, accelerated by prior “jobs-to-be-done” research, and enforced consistency and speed via a shared design system,  paying dividends as new variants shipped.

Moments that moved the needle

SSO first, then everything else.

Enterprise roll-out depended on secure authentication. By making SSO an early milestone, we unblocked pilots and set the foundation for smooth deployment and iteration.

Templates with freedom.

We balanced speed and flexibility by supporting configurable categories, questions, and weighting — giving consultants structure when they want it and control when they need it.

Confidence loop via Preview/Publish.

A simple preview → publish workflow helped sponsors understand what would go live, reducing back-and-forth and shortening approvals.

From slides to live insight.

Interactive dashboards deliver an executive overview with the option to drill into detail and verbatims — no analyst stitching required.