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Pilot planning · Web & mobile apps

Staff directories: pilot planning

Try a bounded sample before expanding the work. Start with approved staff fields and visibility rules and plan an accessible team lookup tool.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
approved staff fields and visibility rules.
Proposed result
an accessible team lookup tool.
A decision to resolve
exposing private contact information.

This is a planning example. It does not describe a completed client engagement.

Pilot planning for this project

  • Choose a small part of approved staff fields and visibility rules with an independently checkable result.
  • Produce an accessible team lookup tool on that sample and record review corrections.
  • Include exposing private contact information in the pilot; do not expand the scope until its treatment is agreed.

Questions to answer together

  • Which sample includes both routine work and an exception?
  • What time, correction and completeness measures will be recorded?
  • What finding would require changing the scope before continuing?

What to have at the end

A pilot plan with a representative sample, review date and continuation decision.

Record the decision on exposing private contact information alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.