Workspaces

Multi Workspaces let you manage multiple strategies simultaneously — each with its own boards, trends, and team access. Perfect for consultants and multi-unit organisations.

When you're juggling multiple clients or business units, context-switching shouldn't mean security risks or organisational chaos. I built Multi Workspaces to give you clean separation between every strategy engagement. Each workspace operates as its own secure environment — with dedicated boards, trend libraries, scenarios, and team permissions. Switch between clients in seconds. Keep sensitive work isolated. Manage everything from a single account without compromise. Whether you're consulting for five organisations or coordinating strategy across three divisions, Multi Workspaces keeps your work structured and your clients' data protected.

Key Capabilities

  • Complete data isolationEvery workspace maintains separate boards, trends, scenarios, and files. Client A never sees Client B's work. No shared databases, no cross-contamination. You control exactly who accesses what.
  • Independent team permissionsInvite different collaborators to each workspace. Your associate works in Workspace A, your client stakeholders in Workspace B. Manage access at the workspace level, not globally.
  • Instant workspace switchingMove between client engagements or business units with a single click. The interface remembers your context. No logging out, no confusion about where you are.
  • Centralised billing and managementOne account, one subscription. Manage all workspaces from a single dashboard. Add or archive workspaces as engagements begin and end. Clean administration without complexity.

Use Cases

Independent consultant managing client portfolios

You run three concurrent strategy engagements. Workspace 1 holds your fintech client's digital transformation strategy. Workspace 2 contains a healthcare provider's market expansion work. Workspace 3 is your manufacturing client's sustainability roadmap. Each client gets their own secure environment. You switch between them instantly during your workday. When an engagement ends, you archive that workspace. Everything stays separate, professional, and secure.

Corporate strategist coordinating divisional planning

Your organisation has four business divisions, each developing strategy for the next planning cycle. You create a workspace for each division. The retail team collaborates in their space on customer experience strategy. The operations team stress-tests supply chain scenarios in theirs. You coordinate across all four, but sensitive competitive data stays contained within each workspace. Board-level summaries pull from all workspaces when you need the enterprise view.

Consulting firm managing team assignments

Your strategy practice has eight active clients across partners and associates. Each partner manages their client relationships in dedicated workspaces. Junior consultants get invited only to their assigned engagements. The managing partner sees everything from one account. When new work arrives, you spin up a workspace in minutes. When contracts end, you archive them cleanly. Client confidentiality is built into your workflow, not bolted on.

Why It Matters

Strategy work demands trust. Multi Workspaces ensures you never have to choose between efficiency and confidentiality. Unlike shared folders or tagged projects, workspaces provide true data separation — the kind your clients expect and your compliance team requires. For consultants, this means professional client management without the overhead of multiple accounts. For corporate strategists, it means coordinating complex, multi-team strategy work without compromising security. You get organisational clarity and peace of mind. Your clients and stakeholders get the protection their strategic work deserves.

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