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1.1 Product Portfolio The product suite SHALL consist of two tightly integrated products: Strategy Cards — strategy creation and alignment Workbench — strategy execution, tracking, and governance Each product MUST be independently usable but deliver maximum value when combined. 2. Core Product Outcomes 2.1 Primary Outcomes The system MUST enable organizations to: Create clear, shared strategic intent Translate strategy into executable initiatives Track progress against goals in real time Maintain a single authoritative view of strategy execution 2.2 Target Users The product MUST support: Executives and senior leaders Strategy offices / PMOs Operational excellence teams Portfolio and program managers Project owners and contributors 3. Strategy Cards — Design Criteria 3.1 Strategy Creation Strategy Cards MUST: Support structured strategy creation using proven frameworks Enable exploration, comparison, and refinement of strategic options Reduce reliance on slides, spreadsheets, and ad-hoc documents 3.2 Alignment & Collaboration Strategy Cards MUST: Enable collaborative workshops and facilitated discussions Promote shared understanding across teams Capture rationale, assumptions, and decisions 3.3 Usability & Speed Strategy Cards MUST: Minimize time spent on blank or unstructured work Guide users step-by-step through strategy formulation Enable rapid iteration and refinement 4. Workbench — Design Criteria 4.1 Strategy Execution Workbench MUST: Translate strategic objectives into initiatives, projects, and actions Link strategy directly to delivery mechanisms Support execution methodologies including: Strategic Portfolio Management Hoshin Kanri Operational Excellence OKRs 4.2 Tracking & Measurement Workbench MUST: Provide real-time tracking of initiatives and projects Support KPI, metric, and scorecard management Enable visibility from enterprise level down to individual ownership 4.3 Governance & Accountability Workbench MUST: Clearly define ownership and accountability Support portfolio-level governance and prioritization Enable decision-making based on impact, capacity, and alignment 5. Cross-Product System Capabilities 5.1 Single Source of Truth The system MUST: Centralize all strategy, execution, metrics, and reporting Eliminate fragmented tools and duplicate data Provide one undisputed, authoritative view of progress 5.2 Traceability The system MUST provide end-to-end traceability between: Strategic goals Initiatives and projects KPIs and financial outcomes Individual and team objectives 6. Portfolio Management Criteria 6.1 Portfolio Structuring The system MUST: Support grouping of initiatives into strategic portfolios Allow portfolios to reflect business-specific structures Support domains such as: M&A Operational Excellence Financial Transformation ESG Private Equity portfolios 6.2 Portfolio Analysis The system MUST enable: Alignment and impact assessment Capacity and demand balancing Dependency and delivery risk analysis Funding and resource evaluation 7. Integration & Extensibility 7.1 External Systems The platform MUST integrate with: Project management tools ERP systems CRM systems Other enterprise data sources 7.2 Configurability The system MUST: Adapt to organizational language, processes, and structures Support multiple regions, languages, and operating models Avoid forcing rigid or prescriptive workflows 8. Operational Excellence & Continuous Improvement 8.1 Process Enablement The system MUST: Support Lean, Hoshin Kanri, and continuous improvement methods Enable consistent reporting across units and regions Encourage countermeasure-driven improvement, not just KPI reporting 8.2 Automation The system MUST: Automate manual reporting and reconciliation Reduce time spent maintaining spreadsheets Free users to focus on execution and improvement 9. Reporting & Visibility 9.1 Reporting Capabilities The system MUST provide: Portfolio-level dashboards Scorecards with consistent definitions Drill-down from enterprise to project level Real-time status visibility 9.2 Financial Visibility The system MUST: Link improvement activity to financial outcomes Provide shared visibility between Operations and Finance Support savings tracking and value realization 10. Non-Functional Design Criteria 10.1 Usability Intuitive for non-technical users Minimal training required for core workflows Clear visual models of strategy and execution 10.2 Scalability Support global organizations Scale across portfolios, regions, and users Maintain performance with large datasets 10.3 Reliability High availability for executive-critical reporting Data integrity across integrated systems 11. Success Criteria The product SHALL be considered successful if it: Replaces spreadsheet-based strategy execution Improves alignment across teams and functions Increases execution confidence for leadership Demonstrably improves delivery of strategic initiatives
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