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4 strategies and tactics for Platform Design

What is Platform Design strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Platform Design strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

You can copy these examples into your preferred app, or alternatively, use Tability to stay accountable.

How to write your own Platform Design strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Platform Design strategy examples

You will find in the next section many different Platform Design tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for developing Industrial Platforms

  • ⛳️ Strategy 1: Conduct market analysis

    • Research current industrial platform trends and key players in the market
    • Identify technological advancements relevant to industrial platforms
    • Analyse customer needs and pain points in the industry
    • Evaluate competitors' strengths and weaknesses
    • Assess opportunities for differentiation and unique value propositions
    • Determine potential market demand and growth forecasts
    • Analyse regulatory constraints and compliance requirements
    • Identify potential risks and barriers to entry
    • Investigate partnerships with existing industrial platforms
    • Compile a comprehensive market analysis report

  • ⛳️ Strategy 2: Design robust platform architecture

    • Define core functionalities and features needed for the platform
    • Select suitable technology stack and tools for platform development
    • Ensure scalability and flexibility of platform architecture
    • Design an intuitive user interface for ease of use
    • Incorporate security measures to protect data and operations
    • Implement reliable data storage and management systems
    • Plan for integration with existing systems and applications
    • Develop a thorough documentation of the platform architecture
    • Establish performance metrics and benchmarks
    • Create a roadmap for future updates and enhancements

  • ⛳️ Strategy 3: Establish partnerships and collaborations

    • Identify potential partners and collaborators in related industries
    • Reach out to stakeholders with shared interests and values
    • Draft clear and mutually beneficial partnership agreements
    • Organise joint workshops and brainstorming sessions
    • Develop co-marketing strategies and promotional activities
    • Leverage partners' networks for wider market reach
    • Ensure seamless technological integration with partners' systems
    • Design specialised training sessions for partner teams
    • Foster continuous communication and feedback loops
    • Review and evaluate partnership performance regularly
market-analysisplatform-designmarket-analystplatform-architectengineering-teambusiness-development-team
Implement these strategies

Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
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Strategies and tactics for designing Metrics for KPI Application

  • ⛳️ Strategy 1: Establish functionality metrics

    • Create a detailed list of all functionalities provided by the application
    • Define measurement criteria for each functionality (e.g., availability of report creation, performance reviews, notifications)
    • Conduct user surveys to assess adequacy of existing functionalities to user needs
    • Compile a report on the number and type of functions offered versus user requirements
    • Develop a scoring system to rate the application's functionalities
    • Organise focus groups to gain qualitative insights on functionality adequacy
    • Implement a feedback mechanism within the application for users to suggest additional functionalities
    • Regularly update the functionality list based on evolving user needs
    • Benchmark functionality against similar applications in the market
    • Schedule periodic reviews to reassess the functionality metrics

  • ⛳️ Strategy 2: Implement usability metrics

    • Develop training sessions and materials for new users to measure initial learning time
    • Conduct user surveys to evaluate ease of use and gather qualitative feedback
    • Implement analytics to track the number of clicks required to complete common tasks
    • Create usability test scripts to perform regular usability testing
    • Analyse survey data to identify usability pain points
    • Iterate on application design based on usability testing and user feedback
    • Conduct A/B testing to compare usability improvements
    • Set up a user feedback loop to continually gather usability insights
    • Benchmark usability metrics against industry standards
    • Implement continuous monitoring to track usability metric changes over time

  • ⛳️ Strategy 3: Measure performance metrics

    • Implement monitoring tools to track application response times under different loads
    • Set up performance benchmarks based on desired throughput levels
    • Track resource utilisation, including CPU and memory usage, during different operations
    • Conduct stress testing to determine application limits
    • Analyse performance data to identify bottlenecks and areas for improvement
    • Regularly review throughput metrics to ensure they meet performance targets
    • Optimise the application's code to improve performance based on monitoring data
    • Set up alerts for unusual spikes in resource utilisation
    • Schedule performance reviews and optimise based on collected data
    • Compare application's performance metrics with industry standards
usabilityperformanceproject-managerux-designerdevelopment-teamqa-team
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Strategies and tactics for executing brand awareness campaign for OOH strategy

  • ⛳️ Strategy 1: Utilise billboards

    • Identify high-traffic areas in major cities for billboard placements
    • Design eye-catching billboard creative that highlights the unique selling propositions of 'No Names'
    • Include clear call-to-action on the billboards, directing people to download the app
    • Lease billboard spaces for a duration of at least 3 to 6 months
    • Monitor billboard performance and adjust messaging if necessary
    • Implement QR codes on billboards for easy app downloads
    • Use digital billboards for dynamic content and real-time updates
    • Partner with local influencers for billboard photo ops
    • Create a hashtag for social media engagement stemming from billboard sightings
    • Measure the increase in app downloads and website traffic from billboard locations

  • ⛳️ Strategy 2: Leverage public transportation advertising

    • Research and select the most used public transportation systems in key demographic areas
    • Create tailored ad designs for buses, trains, and tram systems that align with 'No Names' brand identity
    • Utilise interior and exterior ad spaces on public transportation
    • Secure advertisements in highly visible and frequently used stations and stops
    • Incorporate user testimonials or success stories in the ads
    • Design interactive ads with QR codes for special promotions
    • Plan for a campaign duration of at least 3 to 6 months
    • Coordinate ad launches with local events or peak travel seasons
    • Monitor audience engagement and adjust ad placements or designs as needed
    • Track changes in app engagement and user growth in advertised locations

  • ⛳️ Strategy 3: Host guerrilla marketing events

    • Plan creative, attention-grabbing events in high foot-traffic areas
    • Utilise branded merchandise to increase visibility and engagement
    • Collaborate with local artists or performers to draw crowds
    • Implement interactive experiences that highlight the app's features
    • Distribute flyers with app information and download incentives
    • Employ street teams to engage with potential users and answer questions
    • Record the events and share content across social media platforms
    • Schedule events at least once a month over a 6-month period
    • Monitor social media impressions and public sentiment post-events
    • Offer limited-time promotions or discounts for event participants to encourage app downloads
brand-awarenessooh-advertisingmarketergraphic-designercreative-teammarketing-team
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How to track your Platform Design strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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