Which type of dashboard is best?
Determine whether a follow-up board, a case sheet or a stage-based view is preferable.
A DISCUSSION TO FRAME THE NEED
The consultation is used to understand the types of matters handled, the friction points, the most repetitive tasks and the level of structuring expected. It then helps orient the response toward a tool, workflow, website or web app.
A DISCUSSION TO FRAME THE NEED
The thinking begins from the field: how research is initiated, how items are stored, how captures are preserved, how notes circulate and what genuinely slows work down. From there, simplification becomes concrete.
EXAMPLES
Determine whether a follow-up board, a case sheet or a stage-based view is preferable.
Identify repetitive tasks worth easing without making the result opaque.
Choose a realistic starting scope that does not block implementation.
METHOD
Analyse the current journey from case opening to reporting.
Spot the zones where a tool or better structure brings immediate benefit.
Define a clear solution: template, workflow, interface or prototype.
Let us discuss a support portal, a follow-up dashboard, a collection workflow, a synthesis interface, a web app for investigators or operational documentation.