StrategyOS

StrategyOS

Building a platform for strategy at scale

Building a platform for strategy at scale

Role

Product Designer

Team

1 Strategy director
3 Strategists
1 Developer

Timeline

December-April 2024

Tools & Skills

Figma
Product strategy
Product design
Design system
Wireframing

Problem

Fragmented strategy delivery prevents teams from seeing the full picture.

A global strategy team at a Fortune 500 automaker spent over a year developing the brand strategy for their new luxury vehicle. The result was extensive research scattered across decks, documents, and teams—leaving the insights static and difficult to apply in everyday work.

Approach

How can insights do more for teams?

We spoke with stakeholders to understand what they needed insights to do. Sometimes they helped test ideas, sometimes they helped communicate a shared narrative, and sometimes they simply needed to be easy to find and reference.

This revealed the challenge: making insights accessible, flexible, and useful for strategists across contexts. To achieve this, the platform was designed around three capabilities—a bespoke AI chatbot, narrative interactions, and a searchable database. Each of these capabilities made the insights useful for unique situations.

Features

Making insights accessible, flexible, and useful.

We built a bespoke AI chatbot, narrative interactions, and a database. These allowed strategists to leverage the same insights in multiple ways.

Bespoke AI chatbot

Insights should inform decision-making and help guide the creative process. That's why we built a custom LLM and chatbot trained on internal research– allowing strategists to interact with them in a more dynamic and rich manner.

Narrative interactions

Key insights were translated into interactive scrollytelling experiences, making them more engaging and memorable.

Database

Insights often get lost or misinterpreted. A central, flexible database organizes them in one place—creating a necessary single source of truth for the entire team.

Database architecture

A navigation architecture that matches mental models.

We analyzed their research and spoke with teams to uncover common threads on how they instinctively structure insights. The common thread we found was that they build upwards– going from specific insights into larger and larger categories.

Therefore, we modeled our database architecture after this. Users navigate from broader parent groups into specific insight modules. From there, if strategists wanted to create more categories, they would become filters & segmented controls.

This structure mapped strategists mental model and gave them flexibility to add more specificity without breaking the architecture.

Adding insights: We made adding insights easy so the platform could scale quickly and without friction.

Design system

Clean, powerful, precise.

The art direction conveys precision and power, reflecting the platform’s importance and advanced capabilities. A monochromatic dark-mode palette creates a focused, high-contrast environment, while a flexible typographic scale enables expressive, high-impact compositions with clear hierarchy. Sharp corners and crisp geometry reinforce a sense of rigor and technical precision, giving the system a confident, purposeful character.

Interaction design

Interactions that engage.

Interactions and animations turned diagrams from static assets into engaging and memorable experiences.

Results

+600 new insights within 3 months.

Within three months of launch, the internal teams added over 600 insights — validating the effectiveness of our modular design system and seamless scaling capabilities.

Database architecture

A navigation architecture that matches mental models.

We analyzed their research and spoke with teams to uncover common threads on how they instinctively structure insights. The common thread we found was that they build upwards– going from specific insights into larger and larger categories.

Therefore, we modeled our database architecture after this. Users navigate from broader parent groups into specific insight modules. From there, if strategists wanted to create more categories, they would become filters & segmented controls.

This structure mapped strategists mental model and gave them flexibility to add more specificity without breaking the architecture.

Adding insights: We made adding insights easy so the platform could scale quickly and without friction.

Design system

Clean, powerful, precise.

The art direction conveys precision and power, reflecting the platform’s importance and advanced capabilities. A monochromatic dark-mode palette creates a focused, high-contrast environment, while a flexible typographic scale enables expressive, high-impact compositions with clear hierarchy. Sharp corners and crisp geometry reinforce a sense of rigor and technical precision, giving the system a confident, purposeful character.

Interaction design

Interactions that engage.

Interactions and animations turned diagrams from static assets into engaging and memorable experiences.

Results

+600 new insights within 3 months.

Within three months of launch, the internal teams added over 600 insights — validating the effectiveness of our modular design system and seamless scaling capabilities.