Protopilot
← All case studies

Worked research case

Solowly

Review a change with its sources and open questions.

See how a team tests whether a reviewer can understand and question a proposed change.

Read-only worked research

For
Leaders coordinating a consequential decision across product, operations, and finance.
Decision
Cross-functional teams cannot confidently act on a consequential decision when the intended change, assumptions, uncertainty, and provenance are scattered.
Sessions
0 recorded

Author · The problem

The details are scattered.

The team is considering an onboarding change. The proposal, its sources, and an unanswered question are in different places, making it hard to review them together.

Author's workspaceSolowlyExample scenario
Review a consequential changeReady to test
Intended change

Move onboarding to guided self-service

Replace the default kickoff call with an in-product guided setup and optional specialist help.

Still uncertain

We do not know whether regulated customers can complete identity setup without a live specialist.

Source stays attachedSupport themes from Q2 and onboarding funnel review2026-08-28
Question for reviewers

Can regulated customers complete identity setup safely?

Start with the situation.Local demonstration
Question to holdCross-functional teams cannot confidently act on a consequential decision when the intended change, assumptions, uncertainty, and provenance are scattered.

Author · What to find out

Can a reviewer see the whole picture?

The creator thinks reviewers need the proposed change, its sources, and its open questions in one place. They write down what a reviewer should be able to do.

Author's workspaceSolowlyExample scenario
Review a consequential changeReady to test
Intended change

Move onboarding to guided self-service

Replace the default kickoff call with an in-product guided setup and optional specialist help.

Still uncertain

We do not know whether regulated customers can complete identity setup without a live specialist.

Source stays attachedSupport themes from Q2 and onboarding funnel review2026-08-28
Question for reviewers

Can regulated customers complete identity setup safely?

Choose what could change your mind.Local demonstration
Stakeholders will review and endorse a decision when its intended change, assumptions, uncertainty, and provenance are visible together.
Prediction
At least four of five eligible decision owners submit the onboarding record for review with a concrete challenge while provenance remains visible.
What would change your mind?
Three or more eligible decision owners omit the challenge, lose the provenance, or revert to a separate summary document.
Alternatives
A concise decision memo with linked sources may be enough without a structured review record.
Confidence before testing
65% before participant evidence
Show authored assumption questions
Why can the team not act confidently?
The intended change, uncertainty, and source trail are split across meeting notes and function-specific documents.

Author · The prototypes

Try a review packet or a challenge card.

Compare a review packet with a challenge card. Both keep the proposal and its sources together.

Author's workspaceSolowlyExample scenario
Review a consequential changeReady to test
Intended change

Move onboarding to guided self-service

Replace the default kickoff call with an in-product guided setup and optional specialist help.

Still uncertain

We do not know whether regulated customers can complete identity setup without a live specialist.

Source stays attachedSupport themes from Q2 and onboarding funnel review2026-08-28
Question for reviewers

Can regulated customers complete identity setup safely?

Different interfaces. The same test.Local demonstration
AlternativeDecision review sheetSame research question, a distinct route through the task.
AlternativeChallenge-first review cardSame research question, a distinct route through the task.
Show model relationships and queries
Commands
submitDecisionForReview, submitSummaryWithoutProvenance
Entities and fields

DecisionRecord: title, intendedChange, uncertainty, sourceId, reviewNote, status

ProvenanceSource: label, capturedOn

Events
decisionSubmittedForReview, provenanceOmittedFromReview
decisionProvenance
DecisionRecord.sourceId → ProvenanceSource (one)
listDecisionRecords
DecisionRecord
Show scenario definition
{
  "records": {
    "DecisionRecord": [
      {
        "id": "example-solowly:scenario-record:DecisionRecord:1",
        "title": "Move onboarding to guided self-service",
        "intendedChange": "Replace the default kickoff call with an in-product guided setup and optional specialist help.",
        "uncertainty": "We do not know whether regulated customers can complete identity setup without a live specialist.",
        "sourceId": "example-solowly:scenario-record:ProvenanceSource:1",
        "reviewNote": "No review question recorded yet.",
        "status": "draft"
      }
    ],
    "ProvenanceSource": [
      {
        "id": "example-solowly:scenario-record:ProvenanceSource:1",
        "label": "Support themes from Q2 and onboarding funnel review",
        "capturedOn": "2026-08-28"
      }
    ]
  }
}
Show authored model questions
What behavior would show the record is reviewable?
A decision owner submits the record with a concrete challenge while its intended change, uncertainty, and provenance remain together.

Tester · Try the task

Take the reviewer's place.

Review the onboarding decision and add a question about regulated customers. You can try this below.

Tester's prototypeSolowlyExample scenario
Review a consequential changeAction observed
Intended change

Move onboarding to guided self-service

Replace the default kickoff call with an in-product guided setup and optional specialist help.

Still uncertain

We do not know whether regulated customers can complete identity setup without a live specialist.

Source stays attachedSupport themes from Q2 and onboarding funnel review2026-08-28
Watch the action, not the promise.Local demonstration
TaskSubmit the onboarding model decision for review with the note “Can regulated customers complete identity setup safely?”Participant

A leader coordinating a consequential onboarding decision across product, operations, and finance.

Show screening and observation criteria
  • Are you currently coordinating a consequential decision across more than one function? (eligibility)

Support signal: decisionSubmittedForReview is recorded

Refute signal: provenanceOmittedFromReview is recorded

Show authored prototype-test questions
What should an eligible leader attempt?
Open cross-functional review of the onboarding change and name the regulated-customer uncertainty reviewers should challenge.

Local simulation · not recorded

Author again · What happened

Check what happened.

The example run submits the record with a question attached. It shows how the task works; it doesn't mean a real stakeholder has approved the change or answered the question.

Observation ledgerSolowlyExample scenario
Review a consequential changeAction observed
Intended change

Move onboarding to guided self-service

Replace the default kickoff call with an in-product guided setup and optional specialist help.

Still uncertain

We do not know whether regulated customers can complete identity setup without a live specialist.

Source stays attachedSupport themes from Q2 and onboarding funnel review2026-08-28
Simulated action → support conditionNot research evidence

No participant evidence yet.

Show authored learning question
What endorsement evidence exists?
No stakeholder review sessions have run; the record is test-ready, not endorsed.

The example command supports the authored observation rule. It is a local, runnable demonstration—not participant evidence.

Continue with the integrated review record only if the usage threshold holds; otherwise test the linked-memo alternative.Create a private editable full project