The brief
The brief was to make recurring research and review easier to organize, with source evidence available at each decision.
From research to follow-up
RPM brings potential opportunities into a review queue. Reviewers can inspect the supporting postings, accept or reject an item, and keep a record of that decision. Accepted opportunities move into a lead workspace with ownership, contact notes, follow-up dates, quality feedback and outcome tracking.
The application also gives administrators a view of source health and the flow from research through review to sales work. Access is role-based, and in-app guides support day-to-day tasks.
The delivered workflow
The delivered capability is a connected workflow: research → human review → assigned follow-up. People remain responsible for checking the evidence and deciding how to act.