Ariel LopezSOLUTIONS CONSULTANT PORTFOLIO

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Bounded prototype slice

AIDIS App

Discovery evidence, options, economics, and a decision brief

THE BUSINESS PROBLEMHow can discovery findings become a recommendation with a clear rationale and next owner?
ACTUAL OUTCOME / CURRENT STAGEA prototype discovery-to-decision journey, distinct from the operating Outreach Command Center and AI Assessment product.

I directed the product workflow and AI-assisted build, reviewed the fictional practice case, and defined the evidence and decision information needed for a useful handoff.

The problem

I treated a recommendation as the end of an evidence path: understand the workflow, compare options, examine economics, then document the decision and what could change it.

My decisions

Make prerequisites explicit

Require the relevant evidence, options and economics before treating a recommendation as ready.

Record the reasoning

A brief needs scope, rationale, uncertainty and stop or revise conditions.

Assign the next action

Name an owner and a concrete next step so the recommendation can move into follow-through.

Explore the workflow · Fictional example

Carry evidence into
a decision someone can act on.

FICTIONAL DISCOVERY BRIEFIllustrative decision · REVISE

Evidence and options

Reported issueRepeated intake re-entry
Evidence availableSample process description
Evidence missingVolume and handling time
Option to evaluateStandardized intake workflow
EconomicsNot yet estimable
Revise before recommending

Measure the workflow first.

The need is plausible, but the baseline is insufficient for a defensible economic recommendation.

OwnerSample operations lead
Next actionRecord volume and handling time
Revisit whenBaseline evidence is available
This is the broader app’s discovery-to-decision slice. Its case remains distinct from the operating Outreach Command Center and the AI Assessment product.

Evidence and outcome

AIDIS App: Illustrative decision brief with fictional data · Private application is not shown
Illustrative decision brief with fictional data · Private application is not shown · Captured September 2026

Selected source evidence, summarized for this portfolio. Newly authored examples use fictional data.

A recommendation follows prerequisites

The practice-case decision screen checks option and economics completeness. It offers GO, REVISE and STOP, with fields for scope, rationale, uncertainty, stop conditions and a next action.

Source basis: AIDIS App practice-case decision page and integrity checks.

A brief includes accountability

The saved decision includes an explicit recommendation, next action, owner and due date. The accompanying fictional module illustrates an earlier review checkpoint: it calls for missing baseline evidence and does not claim the application would accept an incomplete final decision.

Source basis: Practice-case decision structure; portfolio checkpoint illustration.

This bounded prototype shows the reasoning and documentation behind a decision. Canonical CRM import and production cutover remain unfinished. It is not the operating Airtable Outreach system or a completed client consulting engagement.

Related case

AIDIS AI Assessment ↗

Structured discovery, workflow priorities, and transparent financial scenarios