What's New in Scale Platform

Evaluations are saved until you review them

Run an evaluation when new materials arrive and review it when you have time: Max’s evaluation now stays on the project until you or a teammate accept or reject the changes it proposes. Find it on the project’s Project work card, along with the files Max hasn’t evaluated yet.

To start a new evaluation, click Evaluate progress (formerly Reassess evidence) and add or pick the files Max should read, all in the same dialog. Each change opens with Max’s draft note ready to edit, one Accept or Reject decides it, and citations open the file at the cited page.

Max emails you when your team adds evidence

Stay posted on your projects without checking in every day. When colleagues add evidence to one of your projects while you’ve been away for a week or more, Max sends you a short email.

You get at most one email per project a week. To turn them off, open your Profile and switch off Project activity.

Ask Max about the whole portfolio

Max now lives on the portfolio dashboard too, not just inside individual projects. Ask what’s happened across the portfolio lately, which projects need attention, or how the projects align with the strategy set out in your organization and portfolio materials. Max reads every project in the portfolio to answer, drawing on the same evidence notes and scores it already sees on each project page. Max only reads at this level: to record evidence or change anything, ask it to open the project, and it will.

Max in Microsoft Teams

Work with Max without leaving Microsoft Teams. Add the Max Scale app and chat with Max in a direct message about your projects — project status, what to do next — just as you would inside Scale Platform.

Add Max Scale as a tab in any channel or group chat, pick the project it should show, and everyone there opens it where the discussion already happens. Rename the tab, or add another for a different project.

Get Max Scale from the Microsoft marketplace. If your organization restricts Teams apps, your Teams administrator needs to allow it first.

A summary for every project

Know where every project stands before you open it. Max now writes a 30-day summary for every project with evidence notes. Each project card on My work shows the maturity score, how it changed over the last 30 days, and a Summary button: hover for the short version, click for the full one. Every summary has its own link, so you can share exactly the one you’re looking at.

Max understands your materials

Max now works across all of a project’s materials, not just the most recent files. Every file you upload or link is read once and labelled with the period it covers and a one-line summary, so Max can find and open exactly the documents a question needs, even in projects with hundreds of files. If Max got a file wrong, open its ⋮ menu and choose Details to see what was understood, or Re-analyse. You can add a note in your own words, and it stays with the file.

Portfolio AI context

Give Max the background that applies to a whole portfolio once, instead of repeating it in every project. Portfolio settings now have an AI context tab, just like the one your organization already has. Upload strategy documents, investment criteria or anything else every project should be measured against, or link them from Google Drive, OneDrive, SharePoint, Slite, Notion or Confluence. Max reads them in every project in the portfolio. Only organization admins can see and edit the tab.

Documentation at docs.maxscale.ai

Scale Platform now has public documentation at docs.maxscale.ai: one place to learn how to get started, what the core concepts mean, and how to set it up for your organization.

Open it from the ? menu at the top right.

Set up your organization with Max

Max is useful from the first day, not after weeks of setup. A new administrator now meets a short Your organization step right after their profile: share your website and any materials about the organization, and Max reads them and drafts the organization profile that grounds his advice.

Setup checklist for administrators

Getting started is now a guided onboarding for administrators. A Setup checklist sits at the top of the sidebar — fill in organization details, create the first portfolio, invite colleagues, add the first project — and each item ticks the moment anyone in the organization does it. Open items take you straight to the right place, finished ones still link back to it, and a step that is not yet possible says why. Max introduces the checklist from his bubble in the sidebar, and it is one click away under the ? menu whenever you want it.

Add sources to evidence notes

Your notes can carry their provenance now, the same way Max’s do. When you write an evidence note, you can upload a file, pick one already in Project files, or link one from your workspace — and it is attached as a source of the note, shown on the same “Sources” line Max’s notes use. The file itself joins Project files, so it is immediately there for @-mentions and future evaluations too.

Also improved

Business Case and Team have moved to tabs of their own on the project page, so both are a click away instead of a form behind a button. The GROW model’s Business Case editor is clearer and easier to fill in. And filtering controls are tidier across the Dashboard and project pages.

Start the day on My work

Log in and land on what's yours to do. The new My work page is your personal home in Scale Platform: every project you're part of across portfolios — the ones you lead called out — with your assigned objectives and open actions in each, one click from the item itself. And if you're brand new, My work greets you with a clear way to get started instead of an empty screen.

Listen to your project

Catch up on a project away from the screen. Open a project's summary and press Podcast: Max turns the summary, highlights, and open questions into a short two-host audio episode — a curious interviewer talking it through with Max, who knows the evidence. Playback starts streaming in seconds, and the finished episode can be replayed or downloaded.

Jump anywhere with the command palette

Get anywhere in two keystrokes. Press Cmd+K (macOS) or Ctrl+K (Windows) to open the command palette: jump to any project, portfolio, or page, start a new project, or open Max chat — without touching the mouse.

Also improved

A project can now move to another portfolio on the same maturity model, keeping its evaluations, notes, and history. When Max reassesses a project, review suggestions stream in as they're ready, biggest changes first. And Max shows up with a refreshed look across the app.

Connect your data — Max analyzes progress as you work

You can now link files and folders from Google Drive, OneDrive, SharePoint & Teams, Notion, Confluence, and Slite directly as project materials. Linked files stay where they live — Max reads them on demand, so your evidence is always the current version, never a stale copy. Link a whole folder and newly added documents are discovered on refresh. Each team member connects with their own account, so Max only ever sees what they can see. Workspace connections are rolling out to all organizations during August.

Actions overview for projects

See all actions for a project at a glance. The new project-wide Actions page gathers every action across the maturity model into one list. The view can be filtered and grouped by member or by category.

Evidence you can verify, down to the page

Trust a maturity score because you can check it. Max's evaluations are now built from individual claims, each showing exactly which source file it came from — and citations appear right in the note text as page references. Click one and the document opens at the cited page.

Mention anything with @

Create useful references with ease. Type @ in evidence notes, dialogs, or Max chat to mention a team member, a project, or a file. Mentions render as chips that stay correct through renames — and Max understands them too, so asking about a specific deck is as easy as mentioning it.

Project timeline

Catch up on any project in one scroll. The new Timeline tab shows everything that happened, newest first — evaluations, score changes, files, actions, team changes, status and priority moves — with filters to focus on the slice you care about, whether you're a team member reviewing the week or a lead preparing a portfolio update.

Also improved

Actions can now be assigned to anyone in your organization, with due dates — and on the evidence card, an action's assignee and due date can be edited inline. Portfolio housekeeping is faster: select several projects in the projects table and set priority, status, or organization unit for all of them in one go. Maturity matrices show their funnel-stage labels. And when Max proposes a status in a reassessment review, you can edit it before approving.

Reassess evidence with Max

Evaluating your progress is now easier — with Max. When you add fresh materials to a project (for instance a new deck, an updated report, a transcript) select them on the Files tab and ask Max to reassess. Max evaluates the new content against your maturity model, compares it with what's already on the board, and proposes a bundle of changes: new evidence notes, status moves, and status updates for the objectives the material touches.

You Stay in Control

Max proposes; you decide. Reassessment is fully human-in-the-loop — Max never changes the board on its own. It bundles its findings into a set of proposed changes, and you go through each one to accept it, edit it, or reject it. Only what you approve is applied, so your team's decisions and hand-written notes are never overwritten. Each reassessment also shows its estimated effect on your project's average maturity and time-to-next-gate forecast, so you can weigh a change before you take it.

Keep confidential portfolios private

Keep sensitive work visible only to the people who should see it. Until now, everyone in an organization could see every project. You can now mark a portfolio as private — its projects, evidence, files, and other details are visible only to the members you grant access to. Everyone else sees that the portfolio exists but none of its contents, and a lock badge in the sidebar makes private portfolios easy to spot.

Administrator and Member roles

Decide who manages access, not just who has it. Everyone in an organization now has one of two roles — Administrator or Member — shown on the People page. Administrators manage users, assign roles, and control which portfolios are private and who can reach them; members continue to work exactly as before. When an admin needs to step into a private portfolio, they can grant themselves access, and the change is recorded for a clear audit trail.

Plan with Max

Never stare at an objective wondering how to validate it. The new Plan with Max tab turns the evidence card into a coaching surface: Max reads the objective's full context — its current evidence, status, and the wider project — and guides you towards reaching the objective.

Actions on every objective

Create a structured plan to guide your work and implement the PDCA cycle. The new Actions tab on the evidence card brings workflow management right where the team does the work — move the objective through the workflow, assign it to a team member, and see at a glance what's been done and what's next.

Redesigned evidence card

See where an objective stands and what to do next without hunting through menus. The evidence card has been rebuilt around three focused tabs that bring it all together: Activity, where the team captures notes and reviews the objective's history; Plan with Max for AI coaching; and Actions for workflow. Everything about an objective now lives on one card.

A smarter, more reliable Max

Act on Max's evaluations with confidence — every rationale now cites the evidence behind it, so you can verify a score instead of taking his word for it. Evaluations, hypothesis generation, file extraction, and chat all run on an upgraded engine that is faster and more accurate. Chat keeps working even when a source file is removed mid-conversation, AI features work for organizations on custom maturity models, and evaluations back-fill missing levels as Backlog items, so a gap on the evidence board is a visible to-do instead of an open question. A regression-test suite now runs on every prompt or model change, so this quality holds as Max evolves.

Multiple portfolios per organization

Stop forcing every initiative through a single maturity model. Organizations can now run multiple portfolios side by side, each with its own model — a business portfolio on one and an operational portfolio on another, with portfolio-specific journeys, gates, and bubble charts. Switch between them from the sidebar.

Project files tab

Document-heavy projects no longer mean digging for files. Project materials now live in a dedicated Files tab built for projects with many documents — easy to browse and manage, and a clear view of exactly what Max is reading.

Project prioritization

Get the whole team working from the same top of the list. Order projects manually and tag each with a priority — High, Medium, or Low — shown as a sortable column in the projects table, so the portfolio reflects what matters now instead of what was added last.

Group latest evidence by day

Catch up on a busy week in seconds. The Latest Evidence widget on the project overview now has a group-by-day toggle — each day collapses into a single summary row with colored category dots and a count of objectives touched, so you scan the shape of the work instead of a wall of entries.

Cleaner objective filters

Set up your view once — Scale Platform remembers it. Filters on the evidence board and maturity model views are now consolidated into a single Filters toggle: selected values show as compact badges and a Clear all button resets everything in one click. Your selections are saved per project, so you come back to the view you left.

Export maturity matrix as PNG

Get the full matrix into a board deck in one click — no screenshot stitching. Export the maturity matrix as a high-resolution PNG that captures every column and row without scroll clipping, ready to share with stakeholders, drop into reports, or paste into presentations.

Refreshed maturity model content

Less second-guessing when you score an objective. The descriptions and examples for the GROW and OPS maturity models have been refreshed, so each level is clearer about what good looks like.

Chat history

Your conversations with Max are now saved. Each chat session is stored per project and listed in the sidebar, so you can revisit past advice, decisions, and evidence discussions. Start a new conversation anytime — previous sessions are always available to review.

Understand Max's context and skills

A new context and skills summary at the bottom of the chat sidebar shows exactly what data Max is working with — project details, team composition, uploaded files, evidence board status, and available tools. Click it to see the full breakdown, including which files Max can read and what skills Max can use to help manage your project.

A faster Max

Get answers without the wait. Max now responds in real time with streaming output instead of generating the full response before displaying it. The chat sidebar is wider and more comfortable to use alongside project views.

Invite and manage your team

Control who has access to your organization on the Scale Platform. Invite new users by email — they receive an invitation with a one-click signup link. The People page lists active members, pending invitations, and suspended accounts. You can now set your organization's default authentication method in Organization Settings.

Track user actions

Maintain a clear record of who contributed what. Team members appear with names and avatars throughout the platform — in team cards, on evidence notes, and in project history.

Assign objectives to team members

Distribute and plan work more effectively on the evidence board. Objectives can now be assigned to specific team members, making it easy to see who is responsible for validating each item.

Organization currency

See financial figures in the currency your organization uses. Choose between EUR and USD in Organization Settings — the selection applies across the entire platform, from business cases to budget columns.

Portfolio view chart improvements

Read your portfolio at a glance with improved chart visuals. The bubble chart now uses theme-aware colors, cleaner labels, and better spacing. Comparison mode shows historical positions more clearly, making it easier to track how projects move through maturity phases over time.

Improved AI context awareness

Max is now more context-aware across the board. AI evaluations factor in your project description and organisation profile when scoring evidence, so relevance is weighted appropriately for your domain. Max also understands which uploaded files are recent versus outdated — prioritising fresh materials over stale evidence notes.

Excel spreadsheet support (beta)

Max can now read and analyze Excel files (.xlsx), with a focus on budgets, financial models, and business calculations. This is an early capability — large measurement datasets are not yet well supported.

Organization logo

Match Scale Platform to your brand. Upload your organization's logo from the Organization Profile — it appears in the sidebar navigation, making the platform feel like home. Drag and drop a PNG, JPG, or WebP image, and replace or remove it any time.

For Teams

Redesigned project creation wizard

Kick-start new projects in minutes instead of hours. The step-by-step creation wizard guides teams through setting up a project and optionally lets Max analyze uploaded materials to auto-populate project details and run an initial maturity evaluation. Go from a pitch deck to a fully structured project with baseline maturity scores in a single session.

Max Scale AI now understands your context

Work smarter and more efficiently with Max, your AI-powered co-worker in new business development. Max understands the full context of every project — maturity data, team composition, uploaded materials, and historical evidence — as well as organization-level information like company materials, innovation framework, and funnel configuration. Max uses that knowledge to help teams navigate uncertainty, spot patterns, and make smarter moves faster.

Ask Max for advice

Ask Max for advice directly from any evidence card while assessing a project. Max generates testable hypotheses with concrete success criteria, helping teams figure out what to do next instead of getting stuck. Max can also create and update evidence, search historical assessments, and modify project details — all through natural conversation.

Evidence Board

Keep every project moving forward with a clear, visual overview of what needs attention. The evidence board organizes all maturity objectives into status lanes — Backlog, Next Up, In Progress, Validated, and Blocked — so teams always know where to focus next. Drag and drop objectives between lanes as work progresses. When you need to reorganize quickly, unlock the board to move items freely without writing explanations for each change, then lock it back for rigorous evidence collection.

Forecast to next gate

Know when each project is expected to reach its next gate or milestone. Scale uses Monte Carlo simulation to predict the time to the next maturity gate based on historical velocity. The forecast also appears as a column in the projects table, giving portfolio managers an instant view of estimated timelines across all initiatives.

Business case calculator

Build and maintain a solid business case for every project with structured financial modeling. Input TAM, SAM, SOM, and ARR estimates using industry presets and market size calculators. Select the business model (B2B or B2C) and let the platform calculate business potential automatically. Every field includes rationale capture, so the reasoning behind the numbers is never lost.

Business case history

Track how the business case evolves over time with a complete audit trail. Every change to budget, market estimates, revenue projections, and business potential is recorded with timestamps. Compare current assumptions against earlier versions to see how the team's understanding of the market has matured — valuable for portfolio reviews and investment decisions.

Maturity matrix redesign

Assess projects faster and with more clarity. The redesigned maturity matrix groups related objectives by category with color-coded headers, and adds level filters so you can focus on the areas that matter most. Horizontal scroll arrows make it easy to navigate large maturity models, and the two-column layout gives each objective more room to breathe.

Evidence card improvements

Collect and evaluate evidence more efficiently. The redesigned evidence card puts the workflow status right in the editor toolbar for quick access. A built-in hypothesis coach suggests concrete actions to validate each objective. And when you need guidance, the "Ask for advice" button opens a conversation with Max pre-loaded with the objective's full context — no need to explain what you're working on.