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case study · service design

Five tangled boards, read as one lifecycle.

A seven-person art studio had never mapped how it works as a whole. I drew each department, found five processes that barely connected, and rebuilt them into one student lifecycle over a single shared record.

before after one record · five states · loops back
Before: five boards, joined by hand. After: one looping record.
Client A small art studio, Vancouver and China facing · portfolio students applying to art school
Sector Creative education, student services
My Role Service designer · research, blueprinting, systems architecture
Team Solo, with the studio’s director and department leads
Duration 2026
Methods Stakeholder interviews and mapping, workflow mapping, service blueprinting, adversarial design critique, systems design for a shared record with AI on top
Outputs An as-is map · a to-be service blueprint · a shared-record architecture · a phased build plan
Status Active engagement, mid-build · studio anonymized pending sign-off

I drew how the studio works. Almost nothing connected.

Five accurate department boards that barely touched, with a student's name re-typed at every stage.

Before I could redesign anything I had to see how the studio runs, so I sat with the director and each department lead and drew it out. Five boards came out of it, each accurate on its own and barely touching the others.

A handoff between two teams was a message someone remembered to send, and the same approval waited on one role in five places. A studio is one path a student moves along, and running it as five separate machines left gaps for a name, a payment, or a handoff to fall through.

as-is · the real board

The original as-is enrolment board: eight colour-coded department lanes running left to right across five phases, dense with boxes and hand-drawn connectors, shown too small to read any single step.
What five boards looked like The real board, only a client label blurred, shrunk until the words go too small to read. Its job is to show the tangle was real.

Once I followed a single student, the boards became one path.

One student's arc became the spine, and every department was rebuilt against it in one order.

I traced the one thing running through all five boards: a single student, from first inquiry to graduation. If they do well, their story becomes the marketing that brings in the next one, which is why the spine closes on itself.

The spine The return path is why it is a spine at all: the studio’s best evidence of its own work is produced at the end and needed at the beginning.

I held that arc still and rebuilt each department against it, always in the same order.

The four-step order 1 diagram
1 · eliminate

Cut the steps that should not exist. Most boards had a few, and they were the cheapest thing on them to fix.

2 · simplify

Reduce what is left to the smallest version that still does the job.

3 · automate

Only now. Automating a broken step only makes a broken step faster, which is the whole reason this order is fixed and not a preference.

4 · connect

Last, join the systems onto one shared record. Connecting first is how five boards became five sources of truth.

Why the order is fixed Run these four in any other order and you have paid to preserve something you should have deleted.

I redrew the five boards as one.

The same departments and phases as the board I found, organized into one flow over a single shared record.

The rebuild keeps every step and untangles the connections.

to-be · the redrawn board

results loop back inquiry proposal contract & pay onboarding follow-up student sales operations education marketing finance director inquire decide enrol join platforms share results line of interaction triage proposal contract referral intake one lane · was three teams record created state machine handoffs fire assessment development plan notes, feedback content, publishing payment · reconciled exceptions queue routes by rule, not the inbox line of internal interaction MCP · one source of truth every lane reads and writes the same record, so a student is entered once records documents messages scheduling

→ scroll the board sideways

Same scale, on purpose Same lanes, same phases, the sales teams merged and the director's inbox replaced by rules. Blue is the automated spine; gold is what I added.

I designed each department, then tried to break it.

Every redesign went back to the people who run the work, to be pulled apart before I trusted it.

A redesign that only its author has read is a guess. So every department went through the same loop: I drafted the new flow, took it back to the lead who runs that work, and asked them to find everything wrong with it. One pattern kept surfacing. I would call a bottleneck solved when I had only moved it.

what I thought I had fixed

routed the routine approvals away

Approvals for nearly everything funnelled to one role, so I moved the routine ones off that desk and called the bottleneck solved.

what the critique found

the same queue, on a different screen

I had moved the bottleneck, not removed it. The fix was a rule defining which decisions genuinely need that person, plus a number on their own dashboard showing when they are the thing holding work up.

Moving a bottleneck is not fixing it This surfaced in more than one department, and the critiques stayed in the work.

Six departments, rebuilt one at a time.

Each lane shows what it carried and the single move that changed it, before they recombine into one blueprint.

The five boards became six lanes: I pulled the director's approvals, which had slowed all of them, into a lane of their own.

sales
eliminatesimplify
as I found itone approverthree teamsConversion had no home of its own. The work was spread across three teams, and every deal waited on one person's calendar and judgement.
what I changedexceptionsdirectorone lanepricedI gave it one accountable lane and replaced a by-feel price with a documented range, so only the exceptions still need the director's sign-off.
operations
simplifyintegrate
as I found itenrolcoachbillre-typed by handThe same student was typed in fresh at every step, and each handoff depended on someone remembering to send a message.
what I changedauto-handoffsone recorddeliveredsafety netOne record now carries the student end to end. Finishing a step triggers the next team's work on its own, with a safety net that catches anything that stalls.
education
automate
as I found itmentorhours by handMentors spent hours writing up session notes, progress reports, and essay feedback by hand, time taken straight from teaching.
what I changednotes, reports, feedbackAI draftsmentor signsportfolio critiquehumanThe model drafts those now; the mentor edits and signs them. The desk critique and the read on a portfolio stay entirely human.
marketing
integrate
as I found itresultunusedA student's strong result rarely turned into anything. The studio's best evidence of its own work mostly went unused.
what I changedresultcase studycontentnew inquiryI wired the growth loop, so a graduate's outcome becomes a consented case study, then content, then the next family's reason to inquire.
finance
simplifyautomate
as I found itpaymentmatcherrorsMoney moved by hand, and matching each payment back to a student was slow and easy to get wrong.
what I changedrecordreconcilerelease · humanI introduced a clean, auditable flow: amounts computed from the record, payments reconciled by an exact key, and nothing released without a person.
director
eliminate
as I found itdirectorEvery gate ran through the director, so the whole studio moved at the speed of one inbox.
what I changedmost decisionsone queueexceptionsby rulehandledI defined which decisions need them. The rest route by rule, and the few genuine exceptions land in one approval queue they can clear in a single pass.
One order, every lane The teaching and the relationships stayed where they were; only the administration beneath them moved.
The hard part

The hardest problems sat in the boundaries between departments rather than inside any one of them. Two teams would each assume they owned the same proposal, invoice, or case study, and the work stalled in the overlap. I settled every case with one rule: one team owns the artifact and the call to send it; another owns the mechanism beneath it, the templates and the shared record. Once that rule was written down, no two lanes claimed the same job twice.

The whole service on one shared record.

Everything works from one record, and each backstage step is tagged human, auto, or AI-drafted for a person to approve.

Four phases across the top, the people and systems that serve them down the side, all reading and writing one shared record instead of copying it between each other. The dashed rules are the blueprint's own borders, between what a family sees and what they never do.

Unless tagged, a backstage step is AI-assisted: the model drafts, a person approves. human judgement, kept human auto runs on its own, reversible
attract & convertinquire → enrol
onboardset up
develop & delivercoach → apply
advocateloops back
student
inquire, decide, enrol
join the platforms
coaching, upload work, apply
share results, refer a friend
line of interaction
frontstage
consultation & assessment human
orientation human
coaching & portfolio critique human
results follow-up
line of visibility
sales
triage, proposal, contract
referral intake human
operations
CRM record & scheduling auto
onboarding pack
record state machine auto
education
assessment write-up
development plan
notes, reports, essay feedback
case-study draft
marketing
content & publishing
line of internal interaction
source of truth
recordsdocumentsmessagesscheduling One MCP server every lane reads and writes. The self-hosted AI reads it too, and drafts behind a human gate.

→ scroll the blueprint sideways

One record underneath Every lane works from one shared record instead of re-typing it, so a student is entered once. The moments that earn the fee stay human; the busywork beneath them goes to an AI a person still signs off.

The AI reads the record and drafts the busywork.

One rule at the centre: nothing irreversible happens without a person approving it, and student data stays on models the studio hosts.

The studio already used AI in the corners, informally. The redesign gives it one place to work and one rule: a person approves anything that sends, pays, or publishes. The model drafts; a person commits. Nothing irreversible fires on its own.

Anything touching a student's records runs on a model the studio hosts itself, which keeps a young person's data where the law expects it. The teaching, the critique of a portfolio, the read on whether an idea landed: I never put those on the table. The studio sells exactly that.

The studio's own automation key 1 photo
A legend from the studio's own workflow board: a black lightning-bolt icon labelled 'don't know if automated or not but should be automated', and a green lightning-bolt icon labelled 'automated'.
Their own key Black marks a step they thought should be automated; green marks one that already was. The boards are covered in black. That gap is the work.
the shared record

One record per student on an MCP server: the source of truth every department and dashboard reads and writes. It replaces the copy-by-hand handoffs, so everyone works from the same state.

role dashboards

One screen per role, built on that record. The few numbers that drive an action, plus the one-click drafts the role needs.

the gate

Every send, payment, or publish waits here as a draft with a preview. A person approves it or sends it back, and a log records who did what.

connectors

Narrow, least-privilege links from the record to the systems the studio already runs. The model reads freely and writes only through them.

recordsdocumentsmessagesschedulingsocial stats
models

Self-hosted for anything that touches a student's data. A hosted model only for the rare hard problem on non-sensitive work.

Top to bottom The system, top to bottom. Everything sits on the shared record, and the gate keeps a person on every risky action.

Every role gets one screen that says what to do next.

Every figure on a dashboard has to answer one question: what do I do about this?

Each team gets a dashboard scoped to the decisions that role makes, reading the same record. Figures that could not answer that question, I cut. A few carry a signal the studio needed without asking for it, like whether the work is creeping toward the limit of how many students the mentors can take.

What a role actually sees The sales view. Urgency reads through accent and weight, not a traffic-light palette. Every role gets the same kit, tuned to its own decisions.

Every intake said “too many leads”. I nearly designed for it without checking.

A faster funnel only helps if the mentors can teach the students it converts. Nobody had asked.

I read it as the problem and started designing a faster funnel. The reviewer stopped me. If the mentors were full, converting harder would fill a longer line and make the experience worse.

So I asked the one question only the director could answer: are the mentors full? They were not, so the intake work went ahead. But I had come close to building hard for a constraint I never confirmed. Now I test the loud signal before I act on it.

Six artifacts, and the studio can run them without me.

An as-is map, a to-be blueprint, one shared record on an MCP server, a self-hosted AI layer behind a human gate, a dashboard per role, a phased build plan.

The engagement is live and mid-build, so I will not report outcomes I have not measured. What I will defend is the sequencing: the cheapest, safest wins come first, so they earn the trust the rest of it needs. The one-lifecycle view held up against every department I rebuilt.

What I would do differently: I would build the shared record first.

Everything else waited on the record underneath, and the dashboards were the easy part.

I designed the visible parts first and left the unglamorous prerequisites for last, when the build has to run in reverse: the studio needs a clean place to keep its money before any of the finance work is worth drawing.

On a first service-design project, most of the craft turned out to be restraint. Automating the studio was easy. The harder call was what to leave exactly as it is.