Case studyGlobal Consulting FirmStrategic IntelligenceExpansion Across Teams

Chapter 03

One platform, three operating views

The view changes with the decision each role owns. The underlying request, sources, and research behavior stay connected.

The research operator checks what ran, corrects the audience configuration, and sees which source or agent needs attention.

This role sees

  • Requests ready to run
  • Findings that need review
  • Source and agent status
  • Cost for each run

This role can do

  • Correct a leader or team profile
  • Retry a failed source check
  • Hold a briefing for review
  • Record why a finding was removed

Decision this view supports

Is the briefing ready for its intended reader, or does the research need another pass?