The Portfolio Map Canvas

Inspired by Platform Organization principles and modern Product and Service portfolio management approaches, the Portfolio Map Canvas provides a structured way to align customer needs, go-to-market strategies, and internal capabilities. Used to align organizations to product portfolios with clarity, gaining market effectiveness, reducing operational inefficiencies, and setting the foundation for sustainable growth.

OUTCOMES

Align the Org with Customers with Better Product Portfolios

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What can this framework help you with:

• Visualize how the Organization responds to Customer needs and Identify portfolio gaps and redundancies to streamline product investments.
• Enhance go-to-market performance by ensuring that product strategies and customer needs match.
• Re-aligning teams and capabilities around shared goals within a more consistent set of business domains for better organizational cohesion.
• Uncover new competitive advantages by understanding what is core and if synergies exist between products, services, and organizational capabilities.
• Enable the definition of modular and scalable product offerings that can be tailored by market-facing units to respond to niche market demands.
• Lay the foundation for adopting a more modern operating model such a the Platform Organization by structuring products and services in a way that supports decentralized decision-making, clear P&L boundaries between teams, and optimized shared services

The Platform Design Toolkit – Platform Opportunity Exploration Guide

Our Platform Opportunity Exploration Guide and the related canvases provide a structured approach to scanning an ecosystem and assessing the platform opportunity in there. It will help you evaluate how you can leverage your assets, overcome existing moats, and design ways to transform the value chain with an aggregation strategy by applying recurring Platform Plays.

OUTCOMES

Scan the Ecosystem and transform the Value Chain

What can this framework help you with:

• Ecosystem Scanning: understand what is happening in the ecosystem, identify arenas of opportunity and map existing interactions with your existing assets, identify existing moats, and more;
• Value Chain Analysis: use Wardley mapping to create a clear map of the value chain you’re aiming to “platformize”, assess the evolutionary stage of all components and their importance for the user;
• Application of the Platform Plays Library: apply our solid library of platform plays to transform the value chain according to recurrent strategic approaches that most platform businesses use;
• Prepare the Design: approach strategy design with the Platform Design Toolkit strategy design tools with a much more informed and strategic posture, knowing what is the end state you want to achieve.

The Platform Design Toolkit – User Guide and Strategy Design Tools

Our User Guide and Strategy Design Tools are at the core of the Platform Design Toolkit methodology: a widely and well-tested step-by-step process that helps you go from contextualizing entities in the ecosystem and their relationships to designing the platform experience. Identify the two core engines o value: transactions and learning and consolidate everything into a design and a business model that you can prototype and validate.

OUTCOMES

Design scalable Platform Experiences

What can this framework help you with:

• Ecosystem Entity portraits: understand your users’ context, what is the potential they can leverage, what gains are they seeking, and what kind of niche experiences they want to pursue;
• Reduce transaction cost: make it easier for the transactions happening in the ecosystem to flow, create standardization to allow for personalized exchanges between peers;
• Create scalable learning engines: help entities in the ecosystem learn faster than outside of your platform, create a stepped process of onboarding, getting better, and finding new opportunities;
• Consolidate a platform experience: put everything together into an actionable, clear, and scalable platform experience that can easily be prototyped and validated, and easily communicated to the market.

The Platform Design Toolkit – Product and Growth Guide

Our Product and Growth Tools cover most of what designers and founders need to know to bring to market the several value propositions that normally coexist in a platform strategy. It presents both a strong theoretical framing and an operational guide to product development and growth, presenting topics that are more related to the execution of a growth strategy and featuring a series of canvases, and additional collaterals such as cheat sheets and more.

OUTCOMES

Grow and Evolve your Platform Strategy

What can this framework help you with:

• Understand your strategic growth and defensibility potential: design your product flywheels, understand how you can build defensibility and self reinforcing value creation in your product;
• Define your product model and the related goto-market strategy: be sure you’ve a full understanding of how all the pieces of your product can come together and how you should progressively build up and deliver features;
• Understand pricing: understand how pricing can be used strategically during the process of launcing a platform strategy and what are the options you can pick from;
• Chose growth engines and measure growth through metrics: learn how to setup a model that covers the most important metrics, engagement, liquidity and economics. Learn where to invest your resources to ensure growth is sustainable and strategic.

The 3EO Toolkit

Our Set of 3EO Toolkit with Canvases and a Brief guide will allow you to approach the transformation of your organization according to the principles of self-management, market-drivenness and bring you clear directions for the reduction of organizational debt. Assess the gaps in your organizational culture, identify the key shared services, and structure the micro-enterprises that can bear their own Profit & Loss.

Inspired by Haier’s Rendanheyi and integrating ideas from the major pioneers in forward-looking organizational and management approaches, the 3EO Toolkit helps leaders to explore organizing in an era of complexity by systemically putting human talent, market-based dynamics, pervasive innovation, emergent leadership, and dynamic collaboration at the center of the organization, providing groundbreaking results and resilience.

OUTCOMES

Design Entrepreneurial Organizations

What can this framework help you with:

• Understand how to build enablers of the entrepreneurial initiative: visualize elements of culture, support processes, and architectural choices that can enable entrepreneurship;
• Unbundle your organization into smaller interdependent pieces: identity what teams can sustain a separate P&L, or similar independence enabling KPIs structures;
• Recombine capabilities in new products and services: facilitate the recombination of capabilities by designing multi-unit contracts, missionized to the creation of new products, services, and complex user scenarios;
• Ensure all organizational problems are addressed: design organizational development patterns that allow all contributions to the health of the organization to nicely and organically fit together, beyond bureaucratic, top-down structures.