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Enterprise research

Automated sensory panel preparation and reporting

We delivered a workflow that takes structured intake, applies the team operating rules, and produces stakeholder reporting without the daily copy-paste path.

Sensory panel prep station with coded sample cups and ballots

Evidence at a glance

Evidence type
Delivered system
Organization scope
A major CPG company
Documented boundary and output
This case covers the delivered workflow: intake, governed processing, reporting, and handoff. The company, sites, and internal tools stay confidential.

The situation

Panel preparation and reporting moved through email, files, panel software, and spreadsheets by hand. Scientists spent time copying data instead of reading it.

Observation of the live panel process showed high-skill staff acting as middleware: request intake by email, manual configuration in panel software, spreadsheet cleaning, and email-based reporting. The technical job was to encode that path as a durable system.

The approach

  1. Replace manual intake

    Requests and results enter in structured form instead of email threads and spreadsheet handoffs.

  2. Encode the operating rules

    Scheduling constraints, validation checks, and report logic live in the system, so the process does not depend on one person memory.

  3. Close the loop with reporting

    The sensory team gets stakeholder-ready outputs and an interface they can run day to day.

System or method for this case

Flow from structured intake through rules and panel run to automated reporting

What we delivered

  • Structured intake for panel requests and results
  • Encoded scheduling and validation rules
  • Automated daily and weekly reporting path
  • Queryable store for new and historical panel data
  • Operator interface the sensory team can run day to day

Technical pieces

Request and result intakeBusiness-rule engine for panel constraintsReporting compiler with statistics the manual path skippedStakeholder-facing search and filter viewsDeployment model aligned to client IT constraints

What changed

Panel requests now enter in structured form, run through the team operating rules, and leave as stakeholder reporting without the daily copy-paste path.

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