24 KiB
Platform Strategy Design Guide
Guide Origin: Official | ArcKit Version: [VERSION]
/arckit:platform-design designs multi-sided platforms using Platform Design Toolkit (PDT) methodology with 8 canvases for ecosystem analysis.
Table of Contents
- What is Platform Design Toolkit
- When to Use This Command
- The 8 PDT Canvases
- Prerequisites
- Command Usage
- UK Government Context
- Integration with ArcKit Workflow
- Examples
- Common Pitfalls
- Further Reading
What is Platform Design Toolkit
The Platform Design Toolkit (PDT) is an open-source methodology from Boundaryless.io for designing multi-sided platforms. It provides 8 interconnected canvases that help you systematically design platforms that:
- Enable transactions between supply and demand sides
- Reduce transaction costs (search, information, negotiation, coordination, enforcement)
- Create network effects (same-side, cross-side, data, learning)
- Build defensible moats through liquidity and ecosystem effects
- Solve chicken-and-egg problems through bootstrapping strategies
Platform vs. Traditional Business
| Traditional Business | Platform Business |
|---|---|
| Creates value directly | Enables others to create value |
| Linear value chain | Network of value exchanges |
| Owns resources | Orchestrates ecosystem |
| Revenue from products | Revenue from transactions/data |
| Economies of scale | Network effects |
Examples of Multi-Sided Platforms
- Government: GOV.UK (citizens ↔ services), Digital Marketplace (buyers ↔ suppliers)
- Healthcare: NHS App (patients ↔ providers), booking platforms
- Education: Online learning (students ↔ educators ↔ employers)
- Procurement: G-Cloud (public sector ↔ suppliers)
- Data: Data marketplaces (data providers ↔ data consumers)
When to Use This Command
✅ Use platform-design when
- Multi-sided market: You have supply side + demand side (e.g., buyers & sellers, patients & providers)
- Transaction-based: Value comes from enabling exchanges between parties
- Network effects: More participants = more value for everyone
- Ecosystem strategy: You're orchestrating, not just building
- Government as a Platform (GaaP): Designing reusable services/APIs for other departments
❌ Don't use platform-design when
- Single-sided product: Traditional SaaS/software for one user type
- Linear workflow: Sequential process without network dynamics
- Internal system: No external ecosystem (use
/arckit:diagraminstead) - Simple integration: Just connecting two systems (use
/arckit:requirements)
Decision Tree
Is there a supply side AND demand side?
├─ No → Use /arckit:requirements + /arckit:diagram
└─ Yes → Does value increase with more participants?
├─ No → Traditional marketplace (use /arckit:requirements)
└─ Yes → Use /arckit:platform-design ✅
The 8 PDT Canvases
1. Ecosystem Canvas
Purpose: Map all entities in your platform ecosystem
Key Questions:
- Who are the platform's supply side entities? (sellers, providers, creators)
- Who are the demand side entities? (buyers, consumers, learners)
- What supporting entities exist? (regulators, payment processors, data providers)
- How do they connect?
Output: Entity relationship diagram (Mermaid), entity classification table
Example (NHS appointment booking):
- Supply: GP practices, hospitals, specialists
- Demand: Patients, caregivers
- Supporting: NHS Digital, ICB data services, payment gateway
2. Entity-Role Portraits
Purpose: Deep dive into 3-5 key entities to understand motivations
Key Questions:
- What is this entity's context? (industry, size, maturity, constraints)
- What performance pressures do they face? (cost, time, quality, risk)
- What are their goals? (strategic objectives, outcomes)
- What gains does the platform provide? (pain relievers, gain creators)
Output: 3-5 detailed portraits with context → pressures → goals → gains chain
Why Important: Without understanding entity motivations, you can't design valuable transactions.
3. Motivations Matrix
Purpose: Identify synergies and conflicts between entities
Key Questions:
- Where do entity goals align? (win-win transactions)
- Where do they conflict? (zero-sum dynamics, trust issues)
- How can platform reduce conflicts? (governance, reputation, escrow)
- What new collaborations are possible? (unexpected pairings)
Output: Cross-entity synergy/conflict matrix with mitigation strategies
Example: GP practices want fewer no-shows (cost) ↔ Patients want easy rebooking (convenience) → Platform sends SMS reminders + one-click reschedule
4. Transactions Board
Purpose: Design the core value exchanges enabled by the platform
Key Questions:
- What transactions happen between entities? (bookings, payments, data sharing)
- What transaction costs exist today? (search time, information asymmetry, contract negotiation)
- How does the platform reduce each cost? (search algorithms, reviews, standard contracts)
- What data flows enable transactions? (patient records, availability data, payment info)
Output: 10-20 transactions with cost analysis and platform services
Why Important: Transaction cost reduction is the core platform value proposition.
5. Learning Engine Canvas
Purpose: Design services that help ecosystem participants improve over time
Key Questions:
- What data does the platform capture? (usage, ratings, outcomes, behaviors)
- How can entities learn from this data? (benchmarks, recommendations, training)
- What feedback loops drive improvement? (ratings → better matching, outcomes → better protocols)
- What network learning effects exist? (more data → better algorithms → better outcomes)
Output: 5+ learning services with data sources and feedback loops
Example (G-Cloud):
- Supplier performance data → Buyer recommendations
- Procurement patterns → Cost benchmarks
- Security assessments → Risk scoring
6. Platform Experience Canvas
Purpose: Map the end-to-end journeys for each entity type
Key Questions:
- What is the onboarding journey? (signup → verification → first transaction)
- What is the transaction journey? (search → negotiate → complete → rate)
- What are the touchpoints? (web, mobile, API, support)
- What emotions do users feel at each stage? (excited, frustrated, confused)
- What business model supports this? (commission, subscription, freemium)
Output: 2+ journey maps with business model and unit economics
Why Important: Great platform mechanics mean nothing if the experience is poor.
7. Minimum Viable Platform (MVP) Canvas
Purpose: Design a validation strategy for your riskiest assumptions
Key Questions:
- What assumptions must be true for the platform to work? (entities want this, price is right, liquidity achievable)
- What is the minimum feature set for first transaction? (no bells and whistles)
- How do you bootstrap liquidity? (seed supply side, incentivize demand, staged rollout)
- What metrics validate success? (transaction volume, retention, NPS)
- What is the validation strategy? (alpha test, pilot region, private beta)
Output: Assumption-risk matrix, MVP feature set, bootstrapping plan, validation metrics
Why Important: Platforms fail from lack of liquidity, not lack of features. MVP validates demand before scale.
8. Platform Design Canvas
Purpose: Synthesize all insights into cohesive platform strategy
Key Sections:
- Value Proposition: What unique value does the platform create?
- Ecosystem: Who participates and why?
- Transactions: What exchanges happen and how?
- Learning: How does the platform get smarter?
- Governance: What rules/policies guide behavior?
- Business Model: How does the platform capture value?
Output: One-page strategic overview synthesizing all 8 canvases
Why Important: Ensures all design decisions cohere into a viable platform strategy.
Prerequisites
Required
- Architecture Principles (
/arckit:principles)- Platform governance principles will reference these
- Example: "Open Standards" principle → platform uses open APIs
Recommended (enables auto-population)
-
Stakeholder Analysis (
/arckit:stakeholders)- Stakeholders → Entity portraits
- Drivers → Performance pressures
- Goals → Entity goals
-
Requirements (
/arckit:requirements)- Functional requirements → Platform capabilities
- Data requirements → Data flows in transactions
- Integration requirements → Supporting entities
-
Wardley Maps (
/arckit:wardley)- Component evolution → Build vs. buy decisions
- Example: "Payment processing" at Commodity (0.9) → Use Stripe/GOV.UK Pay, don't build
Workflow Order
1. /arckit:principles → Governance foundation
2. /arckit:stakeholders → Entity portraits
3. /arckit:requirements → Platform capabilities
4. /arckit:wardley → Build vs. buy strategy
5. /arckit:platform-design → Synthesize platform strategy ✅
6. /arckit:diagram → Architecture diagrams
7. /arckit:backlog → Implementation roadmap
Command Usage
Basic Usage
/arckit:platform-design Design NHS appointment booking platform
Output: Creates projects/<id>/ARC-<id>-PLAT-v1.0.md with all 8 canvases
Auto-versioning: Re-running this command when a document already exists automatically increments the version (minor for refreshed content, major for changed scope) instead of overwriting.
Advanced Usage
/arckit:platform-design Design Digital Marketplace for training services connecting:
- Supply: Training providers, independent trainers, content creators
- Demand: Public sector organizations, L&D departments, individual learners
- Supporting: Accreditation bodies (e.g., CPD Standards Office), payment gateway, LMS integrations
Focus on:
1. Liquidity bootstrapping (solve chicken-and-egg)
2. Quality assurance (accreditation, reviews, outcomes)
3. GaaP integration (GOV.UK Pay, Notify, Design System)
4. Data sharing (GDPR compliance, learner records portability)
What the Command Does
- Checks prerequisites: Validates architecture-principles exists, reads stakeholders/requirements/wardley if available
- Creates project: Uses
create-project.shto create/find numbered project directory - Auto-populates from context:
- Stakeholders → Entity portraits (context, pressures, goals)
- Requirements → Platform capabilities (FR/DR/INT requirements)
- Wardley maps → Build vs. buy decisions (component evolution)
- Architecture principles → Governance principles
- Generates all 8 canvases: Complete PDT methodology with depth
- Adds UK Government context: GaaP, TCoP, Service Standard, Digital Marketplace
- Creates traceability: Links to stakeholders, requirements, principles, Wardley maps
- Writes file: Uses Write tool to create markdown document (avoids token limit)
- Shows summary: Displays key metrics, entity counts, transaction types (not full document)
UK Government Context
Government as a Platform (GaaP)
The UK Government's GaaP strategy treats common capabilities as platforms:
| Platform | Supply Side | Demand Side | Transactions |
|---|---|---|---|
| GOV.UK Pay | Payment providers (Stripe, Worldpay) | Public sector services | Payment processing |
| GOV.UK Notify | Telcos (SMS, email providers) | Government services | Notifications |
| Digital Marketplace | Suppliers (G-Cloud, DOS) | Public sector buyers | Procurement |
| GOV.UK Design System | Design contributors | Service teams | UI components, patterns |
| GOV.UK Verify (deprecated) | Identity providers | Services needing auth | Identity verification |
Platform Design Principles (from GaaP):
- Common components: Reusable across departments
- Open standards: Avoid vendor lock-in
- Self-service: Low friction onboarding
- API-first: Programmatic access
- Data portability: User owns their data
Technology Code of Practice (TCoP)
Platform designs must align with TCoP points:
- Point 3 (Be open and use open source): Platform APIs should use open standards (REST, GraphQL, OAuth2)
- Point 5 (Use cloud first): Platform infrastructure on AWS/Azure/GCP
- Point 8 (Share, reuse and collaborate): Leverage GOV.UK common platforms
- Point 11 (Define your purchasing strategy): Digital Marketplace for commercial services
Service Standard
Platform services assessed against 14 points:
- Point 2 (Solve a whole problem for users): Platform solves transaction costs, not just matching
- Point 5 (Make sure everyone can use the service): WCAG 2.2 AA accessibility
- Point 9 (Create a secure service): Secure by Design (NCSC CAF)
- Point 13 (Use and contribute to open standards): Open Data Contract Standard for data products
Digital Marketplace Integration
Platform designs often need to procure services via Digital Marketplace:
- G-Cloud: Buy cloud software/support (e.g., CRM platform, analytics tools)
- DOS: Commission custom development (e.g., platform MVP, integration work)
Use /arckit:gcloud-search to find relevant services, /arckit:dos to generate procurement docs.
Integration with ArcKit Workflow
How platform-design Uses Other Artifacts
graph TD
A[ARC-000-PRIN-v1.0.md] -->|Governance| H[ARC-id-PLAT-v1.0.md]
B[ARC-id-STKE-v1.0.md] -->|Entity Portraits| H
C[ARC-id-REQ-v1.0.md] -->|Capabilities| H
D[wardley-maps/] -->|Build vs Buy| H
H -->|Informs| E[diagrams/ARC-id-DIAG-001-v1.0.md]
H -->|Informs| F[ARC-id-BKLG-v1.0.md]
H -->|Informs| G[ARC-id-SOW-v1.0.md]
style H fill:#e1f5ff
Input Artifacts:
ARC-000-PRIN-v1.0.md→ Governance principles for platformARC-<id>-STKE-v1.0.md→ Entity portraits (stakeholders = entities)ARC-<id>-REQ-v1.0.md→ Platform capabilities (FR/DR/INT requirements)wardley-maps/ARC-<id>-WARD-*.md→ Build vs. buy strategy (component evolution)
Output Artifacts (created after platform-design):
diagrams/ARC-<id>-DIAG-001-v1.0.md→ C4 diagrams of platform technical architectureARC-<id>-BKLG-v1.0.md→ MVP features converted to user stories, sprint planARC-<id>-SOW-v1.0.md→ RFP for platform development (if procuring vendor)ARC-<id>-EVAL-v1.0.md→ Vendor scoring (if multiple proposals)ARC-<id>-TRAC-v1.0.md→ Requirements → Platform components → Tests
Typical Workflow
# Phase 1: Foundation
/arckit:principles # Define governance principles
/arckit:stakeholders # Analyze ecosystem entities
# Phase 2: Strategy
/arckit:platform-design # Design platform strategy (8 canvases)
/arckit:wardley # Map component evolution (build vs buy)
# Phase 3: Requirements
/arckit:requirements # Define technical requirements
/arckit:data-model # Design data architecture
/arckit:diagram # Create C4/deployment diagrams
# Phase 4: Procurement (if buying)
/arckit:research # Research platform vendors
/arckit:sow # Create RFP
/arckit:evaluate # Score proposals
# Phase 5: Delivery (if building)
/arckit:backlog # Create sprint plan
/arckit:hld-review # Review high-level design
/arckit:dld-review # Review detailed design
Examples
Example 1: NHS Appointment Booking Platform ✅
Use Case: Enable patients to book GP/specialist appointments across trusts
Why Platform Design:
- Supply side: GP practices, hospitals, specialists (own calendars/availability)
- Demand side: Patients, caregivers (need appointments)
- Transaction: Appointment booking (reduces search time, phone wait times)
- Network effects: More providers → more choice → more patients → more data → better matching
Key Canvases:
- Ecosystem: NHS trusts, GP practices, patients, NHS Digital (identity), ICBs (data governance)
- Transactions: Book appointment, reschedule, cancel, SMS reminder, outcomes reporting
- Learning Engine: No-show prediction, optimal appointment duration, provider ratings
- MVP: Pilot with 3 GP practices in one ICB, 1000 patients, validate 20% reduction in phone bookings
Outcome: Platform design feeds into technical requirements, data model (patient records, calendars), integration requirements (NHS Login, PDS, GP systems), architecture diagrams.
Example 2: Digital Marketplace for Training Services ✅
Use Case: Connect public sector organizations with training providers
Why Platform Design:
- Supply side: Training providers, independent trainers, content creators
- Demand side: Public sector L&D departments, individual civil servants
- Transaction: Course booking, certification, outcomes tracking
- Network effects: More providers → more courses → more learners → more data → better recommendations
Key Canvases:
- Ecosystem: Training suppliers, accreditation bodies (CPD Standards Office), public sector orgs, learners, LMS integrations
- Transactions: Search courses, compare providers, book training, track CPD, share certificates
- Learning Engine: Course effectiveness (pre/post assessments), provider quality (ratings + outcomes), skill gap analysis
- MVP: 10 accredited providers, 5 departments, 100 learners, validate 30% cost reduction vs. traditional procurement
Outcome: Informs G-Cloud service search (LMS, video platforms), DOS procurement (custom development), requirements (GDPR for learner data, WCAG 2.2 AA), Service Standard assessment.
Example 3: Internal Employee Directory ❌
Why NOT Platform Design:
- No multi-sided market (just employees looking up colleagues)
- No transactions (just information retrieval)
- No network effects (value doesn't increase with more users)
- Linear workflow (search → view profile)
Correct Approach: Use /arckit:requirements for functional requirements, /arckit:diagram for architecture.
Example 4: Data Marketplace for Local Authorities ✅
Use Case: Enable councils to share/buy datasets (e.g., planning data, environmental sensors)
Why Platform Design:
- Supply side: Local authorities with datasets, IoT sensor providers
- Demand side: Local authorities needing data, researchers, urban planners
- Transaction: Data product licensing (Open Data Contract Standard v3.0.2)
- Network effects: More data sources → richer analytics → more demand → more supply
Key Canvases:
- Ecosystem: 317 local authorities, central government, researchers, data processors, cloud storage (AWS S3)
- Transactions: Publish data product, license dataset, query API, manage access controls, data quality SLA
- Learning Engine: Data quality scoring (completeness, timeliness), usage patterns → recommendations, schema evolution
- MVP: 5 councils, 20 datasets (planning, transport, environment), 10 consumers, validate 50% faster data access vs. FOI requests
Synergy: Use /arckit:data-mesh-contract after platform-design to define data product contracts (SLAs, schemas, governance).
Common Pitfalls
1. Confusing Platform with Product
Mistake: Designing a single-sided product but calling it a platform.
Example: "HR platform for managing employees" → This is HR software (product), not a platform (no multi-sided market).
Fix: If there's no supply + demand + transactions, use /arckit:requirements instead.
2. Ignoring Liquidity Bootstrapping
Mistake: Designing platform mechanics without solving chicken-and-egg problem.
Example: "We'll launch with perfect matching algorithm" → But no supply to match with demand.
Fix: MVP Canvas should prioritize bootstrapping strategy (seed supply, incentivize demand, staged rollout).
3. Over-Engineering the MVP
Mistake: Building all 8 canvases worth of features before first transaction.
Example: "We need learning engine, advanced analytics, and mobile app before launch."
Fix: MVP Canvas should identify minimum features for first transaction (e.g., manual matching, basic profiles, email notifications).
4. Neglecting Transaction Costs
Mistake: Focusing on matching but ignoring why transactions are costly today.
Example: "Platform matches patients with doctors" → But doesn't address trust (doctor credentials), coordination (scheduling conflicts), enforcement (no-shows).
Fix: Transactions Board should analyze all 5 transaction costs and how platform reduces each.
5. Forgetting Data Governance
Mistake: Designing data flows without GDPR/data protection considerations.
Example: "Platform shares patient data with all providers for better matching."
Fix: Platform Design Canvas should include governance rules (consent, data minimization, right to erasure). Use /arckit:dpia for GDPR compliance.
6. Assuming Network Effects
Mistake: "More users = more value" without understanding why.
Example: "More doctors on platform = better outcomes" → Not if matching algorithm is poor or supply/demand is imbalanced.
Fix: Learning Engine Canvas should explain specific feedback loops (e.g., more bookings → better no-show prediction → better scheduling → fewer wasted slots).
Further Reading
Platform Design Toolkit (PDT)
- Official Website: boundaryless.io/pdt-toolkit
- Canvas Downloads: PDT v2.2.1 (CC-BY-SA license)
- User Guide: Included in PDT download (PDF)
- Stories: stories.platformdesigntoolkit.com
Platform Economics
- "Platform Revolution" (2016): Parker, Van Alstyne, Choudary - Foundational text on platform business models
- "Modern Monopolies" (2016): Moazed, Johnson - Explains platform vs. pipeline businesses
- Transaction Cost Economics: Coase, Williamson - Academic foundation for why platforms reduce costs
UK Government Resources
- Government as a Platform: gov.uk/government/publications/government-as-a-platform
- Technology Code of Practice: gov.uk/guidance/the-technology-code-of-practice
- Service Standard: gov.uk/service-manual/service-standard
- Digital Marketplace: digitalmarketplace.service.gov.uk
Related ArcKit Commands
/arckit:stakeholders- Entity analysis (feeds into Entity Portraits)/arckit:wardley- Component evolution (feeds into build vs. buy)/arckit:data-mesh-contract- Data product contracts for data platforms/arckit:diagram- Platform architecture diagrams (C4 model)/arckit:backlog- MVP features → user stories → sprints/arckit:service-assessment- GDS Service Standard for platform services