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Our approach

Observe. Signal. Design. Test. Scale.

One disciplined method sits under every Datalidy engagement, from a two-week diligence sprint to a multi-year transformation. It joins behavioral science, data analysis, human-centered design and coaching, and it always ends in measurable outcomes.

01 · Observe

We start with what people actually do.

Before we form a view, we watch and listen: to executives and frontline teams, to customers, users, patients and members. Interviews, contextual inquiry, think-aloud usability sessions and journey mapping reveal the gap between what people say and what they do, which is where most strategies quietly fail.

  • Stakeholder, customer and user interviews
  • Contextual inquiry and field observation
  • Usability testing and think-aloud protocols
  • Journey and process mapping
02 · Signal

We find the behaviors that predict the outcome.

Using our Behavioral Signals Design approach, we analyze operating, customer and people data, often scattered across unintegrated systems, to isolate the few conversion moments and behavioral types that drive results. We surface the untested assumptions filling the gaps and turn them into hypotheses.

  • Behavioral data analysis and integration
  • Conversion points and behavioral typologies
  • Predictive, behavior-based KPIs
  • Hypotheses ready for testing
03 · Design

We make the right behavior easier.

Drawing on behavioral design, persuasive technology, experience and service design, and coaching, we redesign the environment around a behavior: the prompts, the friction, the motivation and the support. We design with the people affected, and we design ethically.

  • Behavioral and experience design
  • Service blueprints and journey redesign
  • Messaging and choice architecture
  • Leader and team coaching plans
04 · Test

We replace assumptions with evidence.

Every design is a hypothesis until it is tested. We run A/B tests, pilots and controlled comparisons with clear success measures and guardrails, so leaders can invest with confidence and stop what does not work early.

  • Experiment and pilot design
  • A/B and multivariate testing
  • Measurement plans and guardrail metrics
  • Readouts with clear decisions
05 · Scale

We make the gains durable.

Lasting change needs ownership. We scale what works through implementation support, executive and team coaching, dashboards and predictive KPIs, and we transfer methods to your team so progress continues and compounds after our engagement ends.

  • Implementation roadmaps
  • Executive and team coaching
  • Decision dashboards and KPI governance
  • Training and knowledge transfer
Principles

How we hold ourselves accountable.

Behavior is the unit of analysis

Strategy, culture and experience become manageable when they are expressed as specific, observable behaviors.

Hypotheses, then tests

We treat every recommendation as a hypothesis and every assumption as something to test, not defend.

Ethical persuasion only

We help people do what they already want to do. We do not design manipulation, dark patterns or coercion.

Responsible with data

People and customer data is personal. We apply privacy, consent and ethical review to every analysis.

Build capability, not dependency

We transfer methods, tools and habits so your team can continue the work without us.

Candor over comfort

We tell clients and investors what the evidence shows, especially when it is uncomfortable.

Work with us

Let’s talk about the people problem in front of you.

Every engagement begins with a conversation. Tell us what you are facing and we will tell you, candidly, how we would approach it.

Start a conversation