Enterprise SaaS · 2024

Reframing copilots as collaborators

A fast-growing productivity platform wanted to ship an AI copilot before competitors did. The brief: 'add AI'. The real opportunity was redefining what collaboration meant inside the product itself.

Client
Confidential — Series B SaaS
Role
Fractional Product Director
Duration
6 months
Year
2024
01 — The challenge

What we walked
into.

Early prototypes treated the AI as a chatbot bolted onto the sidebar. Usage was shallow, trust was low, and the team was burning runway shipping features nobody used twice.

02 — Approach

How we got
there.

01

Ran 22 contextual interviews with power users to map where work actually breaks down.

02

Reframed the copilot from 'answer machine' to 'second brain for the team' — a shift that unlocked an entirely different surface area.

03

Designed a thin, opinionated MVP around three jobs-to-be-done instead of forty.

04

Built an evaluation harness so the team could ship weekly without regressing trust.

03 — Outcome

What shipped.

40k+
Active users in year one
3.2×
Weekly retention vs. v0
−47%
Time-to-first-value

"The hardest work wasn't the model — it was convincing the team that saying no to features was the product strategy."

Jenny Kan — reflection