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Practice cases
FinanceAdvanced

Map an AI advisory platform before choosing what to own

Build an evidence-qualified landscape, compare strategic moves and define tests and remapping triggers.

35 minutes

Scenario

A regional bank plans an AI financial-coaching service. Leaders assume owning every component creates advantage, while product, architecture, procurement and risk teams disagree about what is novel, productised or utility-like.

Your role
Strategy lead preparing an 18-month platform decision
Method
Wardley Mapping

Evidence pack

e1

User need

Customers need understandable, accessible guidance with an accountable human route.

e2

Explanation capability

User tests show material differences between prototypes; no stable market pattern or standard exists.

e3

Orchestration

Four vendors offer comparable managed products, but export and observability vary.

e4

Infrastructure

Identity, messaging and storage have standard services, resilience controls and multiple suppliers.

e5

Constraint

Consent, suitability review, model logging and human escalation are mandatory dependencies.

e6

Power

The preferred vendor proposes proprietary prompt and evaluation formats with a 24-month commitment.

Constraints

  • Keep the user need and accountable human route visible.
  • Do not equate vendor availability with low switching risk.
  • Separate current position from desired movement.
  • Record workforce, data-rights and regulatory consequences.

Case steps

Work through each prompt using the evidence pack. These guided cases support self-directed practice; server-scored attempts are not available yet.

1
Structured

Create the anchor, dependency chain and evidence-qualified evolution positions.

2
Structured

Propose at least two moves and show assumptions, inertia, power and guardrails.

3
Open Response

Choose a reversible test and define the signal that would change the map or decision.