Case study01 / 05
Making the agentic vision visible
- Organization
- Diligent
- Years
- 2025–26
- Focus
- AI strategy · Prototyping · Design leadership
The situation
Diligent wanted to go all in on AI. Engineering-led pilots had stalled, and the plan was a Word doc of use cases nobody could picture, estimate, or sequence.
What I did
I reframed the brief: users shouldn't have to learn to ask AI better questions; the system should already know the question. When a director resigns, the product should know the seat is open, which bylaws apply, and who's qualified, then surface the next step. I stopped writing decks and built a working prototype myself, then put one designer on each use case and held all six to one system across three surfaces: a command center, agents embedded in existing products, and Teams/Slack.
What changed
- The CEO, CTO, and BU leaders committed.
- Product could scope and engineering could estimate.
- It became a two-track roadmap of twenty initiatives.
- We showed it onstage at Diligent's April 2026 customer conference.
What I’m still asking
On 0-to-1 work, is cross-product consistency a hill worth dying on?


