My Role
Customer discovery, product definition, workflow modelling, early product architecture and executive stakeholder alignment.
Asite Playbook
Turning repeated client requests into a scalable project delivery product
Multiple clients were requesting better project information delivery, workflow management, and collaboration tools. I identified a recurring pattern, defined the product opportunity, and successfully pitched a scalable solution to executive stakeholders.
At a Glance
Product Type
Enterprise SaaS, Common Data Environment, project delivery and information management platform.
Users
Project Information Managers, project managers, contributors, reviewers, directors and delivery teams.
Key Contribution
Turned repeated client requests into a scalable project delivery product inside Asite’s Common Data Environment, gaining executive support for development.
Repeated client requests revealed a product opportunity
Multiple clients were asking for improved project information delivery and collaboration inside Asite’s Common Data Environment. I recognised this as a recurring pattern and identified the opportunity to turn it into a scalable product capability.
The Opportunity
Multiple clients were asking for better project information delivery and workflow management.
The Challenge
Existing processes were difficult to configure, track and connect to controlled project information.
The Ambition
Create a scalable project delivery product inside the Common Data Environment.
Bespoke request or scalable product capability?
The key decision was whether to treat these as ongoing custom work or build a configurable project delivery layer. I recommended the latter, a scalable solution that would reduce duplication while serving multiple clients efficiently.
Bespoke risk
Building only for one client could create fragmented features and product debt.
Reusable pattern
The same underlying need appeared across multiple client conversations.
Product opportunity
A configurable delivery model could add value across the wider platform.
My Role:Turning client signals into product direction
I led discovery with clients to understand their real needs, mapped workflows and pain points, defined the product architecture, and created early direction that could be evaluated by stakeholders.
Discovery
Spoke with clients to understand the underlying workflow and delivery problems.
Evaluation
Assessed whether the request was bespoke, reusable or commercially scalable.
Architecture
Shaped how stages, tasks, evidence, documents and approvals could connect.
Alignment
Pitched the concept and helped move it into product design and development.
Designing the Core Experience
I designed a configurable project delivery layer that connected seamlessly with the existing Common Data Environment.
Core product capabilities
The concept connected project delivery planning with the wider CDE ecosystem. The product had to support configuration, collaboration, document association, task progress and governance without becoming too rigid for real project delivery.
Information Delivery Plans
Configurable plans to structure project information delivery.
Project Matrix
A high-level view of stages, functions, tasks and progress.
Task Management
Deliverables, owners, statuses, guidance and review context.
CDE Documents
Connect tasks to controlled documents and project evidence.
Forms and Evidence
Associate forms, files and supporting information with task completion.
Stage Gates
Support project progression, hold points and delivery governance.
Contributor Views
Task-focused views for teams working through assigned deliverables.
Progress Visibility
Help stakeholders see what is complete, blocked, overdue or at risk.
Making the concept tangible
I created a comprehensive clickable prototype and visual model to bring the concept to life. This helped stakeholders and engineering clearly understand how the new project delivery layer would integrate with the Asite ecosystem.
Outcome
Product Direction Defined
Repeated requests reframed as a scalable opportunity
Architecture Shaped
Configurable project delivery model designed
Stakeholders Aligned
Executive buy-in secured
Product Progressed
Moved into active design and development
What this project demonstrates about my approach
Playbook demonstrates my ability to spot patterns in client requests, turn them into scalable product opportunities, and gain executive alignment.
Customer Discovery
Worked with clients to understand the real problem behind repeated requests.
Product Judgement
Assessed whether the need was bespoke, reusable or scalable.
Workflow Modelling
Structured stages, tasks, responsibilities, evidence and progress.
Platform Thinking
Designed the concept as part of the wider CDE ecosystem.
Executive Alignment
Pitched the product direction and secured leadership support.
Scalable Direction
Helped turn customer signals into a product opportunity for the wider platform.
Next Case Study
Continue to the next case study to see how I turn repeated client requests and market signals into a scalable product opportunity.
Asite Marketplace
Redesigning procurement workflows to drive commercial growth.
Redesigned the procurement ecosystem to transform a tactical client request into a scalable revenue engine — driving 5x growth in Marketplace contribution.
View case study