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.
Faster Max, User Management, Assign Objectives
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.
Smarter AI Context, Spreadsheet Support &
Organization Logo
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.
Scale Platform 2.0 launched
Scale Platform has been rebuilt from the ground up to help innovation teams move faster, make better
decisions, and keep their entire portfolio visible.
This release brings a completely redesigned platform — faster, cleaner, and built around the way teams
actually work. Every screen has been rethought to reduce friction, surface the right information at the
right time, and let teams focus on building rather than reporting.
At the heart of this release is Max, Scale's AI co-worker, who now understands your organization's full
context and works alongside your team throughout every project. Combined with new tools for portfolio
visibility, structured business case tracking, and a flexible evidence workflow, this is the most capable
version of Scale Platform yet.
Here's what's new.
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.
For Portfolio Management / Leadership
Organization Profile
Configure your organization's innovation framework from a single place. The organization profile
brings together general information, organizational units, innovation funnel phases, maturity gates,
and shared company materials — all in a clean, tab-based interface. Define how your funnel maps
to maturity levels, set gate thresholds that projects must pass, and upload company-wide materials
that Max uses as context across all projects.
Portfolio Bubble Chart
Understand your entire innovation portfolio in a single view. The redesigned portfolio bubble chart
plots every active project by maturity score and business potential, with bubble size reflecting
budget or monthly team cost. Maturity phases and gate milestones appear directly on the chart, so you
can instantly see which projects are approaching a decision point and which need more runway.
Turn on comparison mode to see how the portfolio has evolved over time. Historical positions appear as
faded bubbles connected by dotted lines to the current state, making it easy to spot which projects
are accelerating, which are stalled, and which are brand new.
Innovation Funnel Chart
See the health of your entire innovation portfolio at a glance. The funnel chart on the dashboard
shows how projects are distributed across maturity phases — from early exploration to
market-ready — with counts and percentages at each stage. Quickly spot bottlenecks where too
many projects are stuck and identify phases that need more attention or resources.
Innovation Funnel & Gates
Configuration
Tailor Scale Platform to match your organization's innovation process. Map maturity levels to your
funnel phases (e.g., "Idea to Concept", "Concept to Product") and define the gates that projects must
pass to advance. This creates a shared framework for innovation execution across the entire
organization, ensuring everyone speaks the same language and measures progress the same way.
My Active Projects & Follow
Projects
Your sidebar automatically shows the active projects where you're a team member, so you always have
one-click access to the work that matters most. No configuration needed — as soon as you're
added to a project team, it appears under "My Active Projects" in the sidebar, and disappears when the
project is no longer active.
For projects where you're not on the team but still want visibility, use Follow. Follow any project to
pin it to your sidebar for quick access, regardless of your team membership or the project's status.
Ideal for portfolio managers, sponsors, and stakeholders who need to keep an eye on multiple
initiatives without cluttering the teams doing the work.
Organization Unit Filtering
Focus on what matters to you. Filter the dashboard and projects table by organizational unit to see
only the initiatives relevant to your team or business area. Your selected filter persists across
sessions and syncs across browser tabs, so you always see a consistent view of your portfolio.
Batch Edit Themes
Organize your portfolio at scale. Select multiple projects from the projects table and apply or remove
tags in a single action. Keep your portfolio consistently categorized as it grows, making it easier to
filter, compare, and report on groups of related initiatives.
