PRODUCT CONCEPT DEMO
A unified portal for Dialectica’s expert network
This demo explains how a single expert-facing product could consolidate workflow visibility, compliance gating, scheduling, and payment clarity.
Why this exists
Expert workflows are fragmented across email, documents, and manual coordination
Before
Opportunity outreach happens via email with no structured response tracking. Experts may miss invitations or lack context to respond quickly.
After
Opportunities appear in a unified workspace with full brief, compliance flags, and screening questions — enabling sub-5-minute response.
Before
Profile information decays silently. There is no systematic signal for when expertise data becomes stale or unreliable.
After
Profile freshness is tracked explicitly with recency signals, confidence scores, and re-confirmation prompts within a 90-day window.
Before
Scheduling requires manual back-and-forth over email, often delayed by timezone confusion and missing availability data.
After
Experts define availability rules with timezone and lead-time preferences. Scheduling is gated on compliance completion.
Before
Payment status is opaque to experts, generating support tickets and eroding trust after completed engagements.
After
Payment status is visible in the expert pipeline — pending, approved, and paid states reduce support friction to near zero.
Seven pillars
Seven operational surfaces in a single expert experience
Opportunity Clarity
Structured opportunity briefs with scope, rate, deadline, and compliance flags replace unstructured email outreach.
Profile Freshness
Recency signals, confidence scores, and re-confirmation workflows keep expertise data current and reliable.
Availability Control
Rule-based availability with timezone, lead-time, and blackout preferences replaces per-request scheduling negotiation.
Compliance Visibility
Attestation, conflict-of-interest checks, and MNPI flags are surfaced before scheduling — not discovered after.
Pipeline Transparency
Experts see where each engagement stands — from invitation through completion — without needing to ask.
Payment Clarity
Payment states — pending, approved, paid — are visible to experts, eliminating post-engagement support friction.
Ops Control Layer
Internal teams retain override capability, audit trails, and governance controls. Self-service does not mean uncontrolled.
Expert journey
A clear path from opportunity to payment
Opportunity → Screening
Expert receives a structured brief with scope, rate, and compliance flags. Screening questions capture fit and availability before proceeding.
Compliance → Scheduling
Attestation, conflict-of-interest checks, and MNPI declarations must be completed before the expert can be scheduled. This gate is enforced, not advisory.
Consultation → Payment
After the consultation is completed, payment transitions through pending, approved, and paid states — all visible to the expert in their pipeline view.
Key surfaces
Entry points into the portal experience
Expert Surface
Workspace
Unified operational cockpit showing active opportunities, compliance status, upcoming calls, and payment state.
Expert Surface
Profile
Profile management with recency signals, confidence scores, and freshness tracking for expertise data.
Expert Surface
Availability
Rule-based availability management with timezone preferences, lead times, and blackout dates.
Expert Surface
Projects
Project pipeline with engagement status tracking from invitation through payment completion.
Ops Surface
Ops Demo
Operations command center with verification queues, compliance gates, finance controls, and audit trail.
Ops Surface
Expert Detail
Individual expert record view with profile data, compliance history, engagement timeline, and operational overrides.
Design decisions
Why the product is structured this way
Compliance before scheduling. Attestation and conflict-of-interest checks are enforced gates, not optional steps. An expert cannot be scheduled until compliance is cleared — this prevents downstream risk and manual remediation.
Profile freshness is explicit. Rather than assuming profile data remains valid indefinitely, the system tracks recency signals with confidence scores and prompts re-confirmation within a 90-day window.
Payment visibility reduces friction. Experts see payment status (pending, approved, paid) to reduce post-engagement support tickets. Transparency builds trust without exposing internal financial operations.
Availability as rules, not dates. Experts define recurring windows with timezone and lead-time preferences rather than picking individual slots. This reduces coordination overhead while keeping a conservative v1 boundary.
Demo scope
What is implemented, mocked, and future-state
- Seeded illustrative data across all surfaces
- Static HTML + CSS surfaces with no build system
- Compliance gates enforced before scheduling
- Profile freshness and recency signals
- Ops command center with override controls
- WorkOS SSO authentication flow
- Persona identity verification
- Payment provider integration
- Form submissions and data persistence
- Audit trail event generation
- Calendar sync (Google, Outlook)
- Real-time notification system
- Live data updates and WebSocket events
- AI-assisted expert matching
- Multi-language support
This is a product concept demo. All data is illustrative and seeded. No real expert information is stored or transmitted. Form submissions and button interactions are non-functional by design.