Case management for a professional services team
A concept example showing how a shared inbox, a spreadsheet and a folder structure can become a single system with owners, states and history.
Concept example
Internal system
A concept example of structured evaluation with defined criteria, multiple reviewers and results that can be compared over time.
Concept example
This is an illustration of an approach, not a delivered client project.
Technology
Assessments are carried out in documents. Criteria drift between reviewers, results cannot be compared across cohorts, and producing an overview means opening dozens of files.
A defined assessment model: criteria with scales, reviewer roles, a review flow with a second opinion where required, and results stored as data rather than prose. Comparison and export come for free once the structure exists.
A concept example. The design principle is that the structure of an assessment should be a first-class part of the system, not a convention people follow in a template.
A concept example showing how a shared inbox, a spreadsheet and a folder structure can become a single system with owners, states and history.
Concept example
A concept example of scheduling people, rooms and equipment under rules that a generic calendar cannot express.
Concept example