Proposal one-liner:
Enable users to create personalized dashboards directly from custom reports in Primero, with the option to assign these dashboards to specific roles (manager, case worker, coordinator, etc), providing targeted insights and streamlined access to critical data for role-based decision-making.
Value proposition:
Allowing users to create custom dashboards from their own reports and assign them to specific roles will empower individuals to access and visualize data that is directly relevant to their responsibilities. This role-based dashboard configuration will reduce information overload, enhance system usability, and ensure that each user group has a tailored view of critical information.
Brief explanation
Primero serves a wide range of users with distinct roles and responsibilities, such as case workers, supervisors, and administrators. The current dashboard view does not always cater to the specific needs of these different roles, which can hinder the effective use of the system. To address this, we propose introducing customizable dashboards that can be created directly from user-generated reports and assigned to specific roles. This feature will enable users to design dashboards that display key metrics, trends, and alerts based on their own reports and ensure that dashboards are tailored to the unique needs of each user group.
Additionally, administrators will have the ability to promote and assign dashboards to different roles, ensuring consistency in how information is presented and used across the organization. This will not only support personalized views but also align dashboard configurations with organizational priorities, making it easier for users to focus on role-specific tasks and data.
By allowing dashboards to be built from custom reports and assigned to roles, Primero will support faster access to insights, more efficient workflows, and improved decision-making processes tailored to each user’s role. This feature will also increase adoption and make Primero a more effective tool for diverse roles within the organization.
Acceptance criteria
Time estimation
Risk estimation
Proposal Stakeholders