Product Strategy
Product Management
Data Design
Working for a fast growing consultancy, we turned a slow and brittle onboarding process into a self-serve diagnostics platform for quickly scoping and cross-selling engagements.
Working for a fast growing consultancy, we turned a slow and brittle onboarding process into a self-serve diagnostics platform for quickly scoping and cross-selling engagements.
supporting the business case
Content authoring
Mobile friendly surveys
Visualising results
The brief
Capability assessments had become central to how our client scoped new engagements. But rapid growth had exposed the limits of manual onboarding: bespoke spreadsheets, interview coordination, and hand-built dashboards for every client created delays and introduced risk at the handover between sales and delivery. The brief was to turn an expert-led, high-touch process into something anyone could run. Maintain analytical depth, but remove the operational drag.
Outcomes
A platform, not just a product. Five diagnostic apps launched together, built on shared architecture that was designed to evolve. For consultants - Template libraries with full customisation. Mobile-first survey builder. One-click publishing. Real-time analytics with drill-down capability. For clients - frictionless mobile experience. Anonymous or authenticated access. Live results. Interactive visualisations replacing static slide decks. For the business - SSO security, multi-diagnostic architecture, a foundation for benchmarking and cross-selling.
My role
I led product concepting, design direction, and stakeholder engagement, steering the project from initial pitch through delivery. I worked closely with cross-functional teams to align strategy, oversee experience design, and ensure the technology met both creative and organisational needs.
Credits
Agency
Parallel
Design Lead
Oliver Jones
Product Design
Katrin Ho
Tech Lead
Jon Rimmer
Overview
supporting the business case
Content authoring
Mobile friendly surveys
Visualising results
The brief
Capability assessments had become central to how our client scoped new engagements. But rapid growth had exposed the limits of manual onboarding: bespoke spreadsheets, interview coordination, and hand-built dashboards for every client created delays and introduced risk at the handover between sales and delivery. The brief was to turn an expert-led, high-touch process into something anyone could run. Maintain analytical depth, but remove the operational drag.
Outcomes
A platform, not just a product. Five diagnostic apps launched together, built on shared architecture that was designed to evolve. For consultants - Template libraries with full customisation. Mobile-first survey builder. One-click publishing. Real-time analytics with drill-down capability. For clients - frictionless mobile experience. Anonymous or authenticated access. Live results. Interactive visualisations replacing static slide decks. For the business - SSO security, multi-diagnostic architecture, a foundation for benchmarking and cross-selling.
My role
I led product concepting, design direction, and stakeholder engagement, steering the project from initial pitch through delivery. I worked closely with cross-functional teams to align strategy, oversee experience design, and ensure the technology met both creative and organisational needs.
Credits