Method is facing scalability issues and reduced staff efficiency due to difficulties in accessing past client work, resources, and examples.
We tackled this problem by creating an ecosystem of product and strategy
A strategic design and digital product development consultancy
a central hub to search, store and share knowledge seamlessly
a standardized system to organize and label knowledge for easy discovery
an approach to drive adoption and build a culture of knowledge sharing
[ OUR 2-WEEK MVP IN ACTION 🚀 ]
A complex challenge...
Solved with a systemic approach...
[ IT WAS A COMPLEX PROBLEM ]
Interviews, surveys, & SME input uncovered insights that challenged our assumptions.
Methodites struggled to find, understand relevancy, and verify information in a disorganized and fragmented system.
Each Methodite brings unique habits and practices that shape the way information is shared, stored, and retrieved.
The solution depended on changing existing habits.
HOW MIGHT WE...
[ SO WHAT? WHY DOES IT MATTER? ]
[ THE BIG PICTURE ]
[ ZOOMING IN - WHAT DID WE DISCOVER? ]
[ WHO WERE WE SOLVING FOR? ]
[ THE BIG INSIGHT ]
Information is scattered and unstructured
Tools, storage locations, and communication styles vary widely—leading to fragmented and inconsistent knowledge practices.
Some consistency across teams
We assumed there were no systems in place at all, but many teams have their own established (though siloed) ways of organizing and sharing information.
Fragmented storage & search behaviors
People rely on their own tools and habits for storing and finding information, leading to inconsistent access across the organization.
NDA & client constraints hide knowledge
Client systems and confidentiality make it harder to access and reuse internal learnings.
People prefer asking over searching
We assumed people were using existing tools, but most still default to asking others for information.
Without improving how knowledge flows, Method risks missing out..
spent searching for information
recreate existing work >1 hour weekly
annual revenues influenced by optimized KM
1.8hrs/day
65%
25%
User Journey for Information Discovery
Although there was a clear ask for standardization, achieving it requires changing behaviors around storing, sharing, and searching for information.
A one-size-fits-all solution may not work.
design a standardized system that lets Methodites quickly access relevant information, while embedding it into the company culture to foster shared ownership?
We were wrong about...
We were right about...
We were surprised about...
https://www.youtube.com/watch?v=bydiiilkVrE
[ WHAT DID WE ALIGN ON? ]
‘Reduced time to resolution’ became our North Star principle, with ‘AI-driven automation’ as our core strategy...
We established our guiding principles and prioritized concepts through a co-creation and DVF prioritization workshop held with the client and 20+ Methodites including designers, product managers and engineers.
We joined forces with the engineering team at a very early stage, assessing the technical feasibility of a Chrome extension versus a custom web app.
This part was particularly challenging, as key decisions about the MVP had to be made considering the project timeline and implementation feasibility.
CHROME EXTENSION vs CUSTOM WEB APP
SKETCHING IT OUT
We started with low- and mid-fidelity wireframes, which allowed us to quickly share concepts, gather early feedback from engineers and PMs, and iterate rapidly.
[ MAPPING OUT THE MVP FEATURES AND SCOPE ]
Helped us make it look like it was created by 1 designer, not 4.
[ THE GOOD STUFF ✨ ]
[ ALIGNING THE PRODUCT WITH KEY USER GOALS ]
Scenario 1
Search by Keywords
Helps in quickly finding documents when you know what you’re looking for. Just type in the exact keywords.
Find Exactly What You Need using Filters
Narrow results by client, industry, file type, or project phase to find only the most relevant material for your new project.
Glance at File Cards
Give at-a-glance context (file type, description, client, project name) so you can judge relevance without opening each file.
Ask AI for Smarter Search
Helps in finding relevant documents even the exact keywords are not known.
Establishing knowledge sharing as the 5th core value of Method
Share Knowledge Generously
Creating a culture of kudos and recognition on Slack with a simple SHOUT-OUT!
on faster onboarding, stronger cross-functional collaboration, and a competitive advantage that may directly impact the business value.
[ BUILDING A CULTURE AROUND THIS SYSTEM ]
[ TAKEAWAYS THAT STUCK ]
4 designers, 5 engineers, 7 product managers
TEAM
Experience Designer
MY ROLE
Research, Co-creation, Design System, Product Strategy
ACTIVITIES
10 Weeks
TIMELINE
Knowledge Management Web-app
Tagging & Classification Framework
Change Management Strategy
Scenario 2
List View
Card View
Browse the Knowledge base
Easily browse the Knowledge Base by client, industry, or project to help new joiners quickly understand Method’s past work and get context on how projects are delivered.
Access Internal Method Resources
Find onboarding materials, playbooks, and internal guidelines in one place. This gives new hires the essentials they need to quickly adapt to Method’s ways of working.
Scenario 3
Keep them organized into collections
Group your bookmarked documents so they are easy to manage.
Bookmark files for future reference
Easily access all saved files in the Bookmarks tab.
“I’ve just completed a new project and want to upload my findings efficiently for others to access.”
Scenario 4
Easier Uploads with AI Assistance
When you upload your project findings, the system guides you with a template and suggests tags or descriptions using AI.
This keeps everything organized from the start and makes it easier for others to find later.
My Uploads Dashboard
Lets you update, edit, or share your files anytime, keeping your knowledge contribution accurate and up to date.
We organize and share our knowledge purposefully, transforming information into a competitive advantage that scales with our growth.
5
To embed the KMS into Method’s culture, we established knowledge sharing as a 5th core value. This ensures that using and contributing to the system becomes a recognized part of how we work.
A dedicated Slack channel for SHOUT-OUTS makes knowledge sharing visible and rewarding, encouraging everyone to contribute to and maintain the KMS.
This residency was about -
maintaining alignment across a team of 16 people without losing sight of the goal.
learning when to zoom out, when to dive deep, and how to ship in between.
building confidence in the gray areas where feasibility, speed, and vision collide.
