← All work

A more connected reporting process.

Bringing field evidence, assessment rules and report preparation into one workflow for a B2B platform.

ClientB2B platform. Details withheld.
Stages4 connected steps
Field evidence ahead of structured reporting.Case study · Reporting
Before

The problem

Report preparation depended on experts manually turning source material into a consistent assessment. Changes to business rules also needed a manageable path into the system.

After

What changed

Experts review the generated output, with a record of the information behind it. The rules layer can be updated without changing the application code.

In between

What we built

A workflow that organises evidence, applies the client’s rules and prepares structured reports. AI supports interpretation within a staged software process.

  1. Organise evidence
  2. Apply the rules
  3. Prepare the report
  4. Expert review
Principle

Built for review

Separate stages help the team inspect outputs and investigate issues. The workflow preserves the connection between evidence and conclusions.

Facing something similar?