cplace•Enterprise project & portfolio management · AI•2025 – now · Munich

From 1.2% to 22% of customers in eight months — an AI Companion enterprise teams actually pay for

cplace’s AI Companion lives inside every workspace as a side panel: sixteen tools, assistant roles, and a confirmation step for anything that writes. I owned the UX end to end — and, along the way, helped change how our product team ships.

cplace AI Companion cover
Role
Senior UX Design Engineer · the only designer on the team, plus the project-manager hat
Team
1 PM · 5 engineers · 1 test engineer · 1 data scientist · me
Timeline
Aug 2025 → launch after four months → iterating ever since
Tools
Claude Code · Figma + Figma MCP · VS Code · Helles on PrimeNG v22

Screens show cplace demo data, not customer data. Adoption is the business figure I can share; the rest stays inside the company.

TL;DR

cplace is a ten-year-old project and portfolio management platform for large enterprises. In June 2025 it opened a new product area: an AI Companion that lives inside every workspace instead of next to it. I joined in August as the only designer in a team of nine — a vision document existed; the research, flows and principles didn’t. We launched four months later. Eight months on, 22% of existing customers had subscribed, up from 1.2% at the start, and they’re staying. Along the way, my UX colleague Adrian and I cut the team’s design-to-development cycle from a two-week sprint to a week.

↑22%
of existing customers subscribed to AI Companion within 8 months of launch — from 1.2% at the start
cplace, 2026 · quarterly subscription
4 months
from first version to launch, with a team of nine
Aug → Dec 2025
16 tools
rendered by one result card with four states — not sixteen interfaces
the hardest design decision

What shipped

The work, before the story

A companion in the side panel, not a chatbot in a tab

A companion in the side panel, not a chatbot in a tab

It opens over whatever you’re working on, greets you by name and already knows the files on the page. Attach them, search every workspace, or switch assistant role in the composer.

Thinking you can inspect

Thinking you can inspect

Multi-step answers show their steps — which workspace was listed, which data model was read — each with Show details. In enterprise software, trust means being able to check.

Admins see every token

Admins see every token

An AI Usage view in Application Settings: usage per assistant, agent and model, share of tenant, trends, CSV export. Customers bring the model they prefer; admins see what it costs.

Context

AI where you work, not in another tab

The brief was a vision document. Everything between it and a shipping product was still open.

cplace’s users are enterprise employees in every role, plus the admins who keep the platform running. The Companion had to serve both, inside the interfaces they already use. The strategy ran on two dimensions — AI building blocks that provide capabilities, and interface elements that make them reachable throughout the platform — and on three principles I helped define after joining:

🧭

AI where you work

A natural extension of existing workflows, not a separate tool — discoverable and intuitive.

🪶

Intelligence without complexity

No AI knowledge, no development work. Scales from a quick answer to a hard problem.

🧩

Contextual understanding

Built on cplace’s hybrid data model of types and references, so the assistant knows what you’re looking at.

Success meant less time on routine tasks, more productive users, broader use of the platform’s advanced features and less need for training. Adoption of the Companion itself became the number we watched most.

Research

Three groups, one finding I didn’t expect

We benchmarked Planisware and monday.com for PMO, then interviewed three groups of people:

🤝

Customer success

They build the demos sales run and know our customers across industries. Their input shaped both selling points: 16 tools (create a page, organise file data, automate reminders) and assistant roles like Risk Manager.

🔐

Admins

High permissions, real responsibility. Their question: which data must never surface to employees, and which management tools they needed themselves.

👩🏻‍💻

End users

The majority. When, inside the cplace they already use, did they wish for help? A group of them tested the first beta before we built it out.

The surprise: everyone is used to AI now — and many still mythologise it, asking for things that are bold or technically out of reach. That shaped the design more than any feature request: set expectations, make real capabilities discoverable, be honest about limits. The happier surprise: internal and external users backed the project loudly, and that support carried every decision.

Design decisions

Sixteen tools, one card, four states

The hardest call wasn’t the chat. It was what each tool’s answer should look like in a side panel.

The Companion is a panel, not a full screen. Charts that shine in a demo don’t fit, and sixteen tools — search, people, data model, page management, knowledge bases — could easily have become sixteen interfaces. Instead, every tool call renders as the same collapsible card: what you asked, one line of intent, the tool’s name, the request, the result. The result has four states.

Search & retrieval. Left to right: pure text · table with linked entities · pending confirmation · code expanded.
Search & retrieval. Left to right: pure text · table with linked entities · pending confirmation · code expanded.
Workspace & data model. The same card for a write action — the confirmation names the exact attribute about to be created.
Workspace & data model. The same card for a write action — the confirmation names the exact attribute about to be created.
Reads run, writes askPrincipleRead-only tools execute immediately. Anything that creates, updates or copies stops at a confirmation with a plain-language summary and a verb on the button: Run search, Create attribute, Share contacts.

Big results didn’t get squeezed: complex charts open on a subpage through a URL in the answer. Power users get the raw request and response behind a code toggle — the same transparency the confirmation step gives everyone else.

Showing the thinking

Proposals
Proposals
Four coded variations of the thinking UI — built to be argued about, not shipped.
Shipped
Shipped
Status cards with Show details, then the answer. Less theatre, same transparency.
The same conversation at the panel’s maximum and minimum widths — everything had to survive both.
The same conversation at the panel’s maximum and minimum widths — everything had to survive both.

The PM hat

Prioritising with two questions

Alongside design I ran the day-to-day product work: which decisions first, what goes into the sprint, who is free across development, testing and design. Every request — internal or from a customer — got the same two questions: does it add a capability, or does it make one reachable where people work? Anything that answered neither waited.

Outcome

From 1.2% to 22%

Eight months after launch, 22% of existing customers had subscribed to AI Companion, up from the 1.2% who tried the paid feature at the start — and retention is strong. It sells as a quarterly subscription, and customers bring the model they prefer: the admin view above shows Azure GPT-4o and Claude models running side by side in one tenant.

1.2% → 22%Outcome · adoptionof existing customers subscribed within eight months of launch.

How we work now

The part that changed me: designer to design engineer

With my UX colleague Adrian I set up an AI-first working mode for the whole product team. It is why my title now says engineer.

  1. Prototype in Claude Code
    Working prototypes, not static mockups — several variations per question.
  2. Discuss the proposals
    The team argues over things that run, then picks one.
  3. Polish in Figma
    The chosen direction gets its final design decisions.
  4. Figma MCP → VS Code
    The polished design connects straight back into the codebase.
  5. Design gate, then ship
    A QA step before release; small tweaks I push to GitHub myself.
2 weeks → 1Cycle timeA design-and-development cycle used to take a full two-week sprint. With the loop it takes a week, often less.

Three things became standard: Claude Code as the team’s prototyping tool, a design gate before anything ships, and one handover format from product owner to design to engineering. Rounds like the four thinking-UI variations above replaced static mockups as the thing we discuss, and the whole design → development → QA loop got faster and smoother. Underneath sits Helles, the design system I co-develop on PrimeNG v22 — the shared component layer that lets a Figma decision land in code without translation.

Reflection

What I took with me

Constraints make patterns

A side panel forced one card for sixteen tools. A full screen would have let us drift into sixteen.

Trust is a UI feature

Confirmation steps, visible reasoning, raw code on demand — in enterprise AI, transparency isn’t polish, it’s the product.

Expectations are part of the design

People mythologise AI. Setting the frame is as much my job as drawing the frame.

What I’d do differently with AI today

  • Let an agent do the first pass of interview synthesis and competitor teardown, and spend the saved week testing the beta with more end users.
  • Generate the four-state card for every new tool from its schema — the pattern is stable enough to automate.
  • Instrument the confirmation step: how often people cancel a write tells you what the assistant misunderstood.

Curious to know more?

Let’s talk about the parts that didn’t fit here.

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