Strategy Studies
This framework was developed to help stakeholders explain where AI could fit in an organization. By simplifying a complex concept into a familiar language, anyone could talk about opportunities for AI.
Robinhood partnered with Salesforce’s Ignite team to redefine its relationship with users and begin the journey of growing from platform to ecosystem.
Morningstar’s Managed Portfolios grew, but our operations weren’t scaling. Not one quarterly performance report was mailed on time. We approached this problem using service design techniques, reducing waste by 70%.
Design Work
Morningstar’s Managed Portfolios expanded internationally, and that meant creating websites that would meet regulatory compliance across multiple countries and scale for a variety of users. This work included novel research with investors, advisors, investment firms, and internal stakeholders, and an architecture overhaul.