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research/interviews/2026-01-16-michelle-quant-reporting-workflow/README.md
A senior researcher's documented workflow showing manual chart rebuilding, repeated formatting checks and the risk of silent errors in reporting handoffs.
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research/interviews/2026-01-16-michelle-quant-reporting-workflow/README.md
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--- title: "Michelle Healy survey-data-to-slide workflow" status: processed source_type: workflow walkthrough session_date: 2026-01-16 duration: "35m 03s" participants: - Michelle Healy - Desmond Leo product_area: "Quant Surveys / reporting" tags: [quant-surveys, reporting, workflow-evidence, internal-practitioner] --- # Michelle Healy survey-data-to-slide workflow ## Source file - [survey-data-to-slide-workflow-transcript.docx](./survey-data-to-slide-workflow-transcript.docx) — original Microsoft Teams transcript export. - [Processed opportunity analysis](../../../opportunities/michelle-data-to-slide-walkthrough.md) — earlier coding and product mapping. ## Evidence relevant to launch - Researchers need most questions charted before they can see patterns and shape the story (2:17). - Michelle rebuilds charts in PowerPoint because exports can be “quite fiddly” and often do not justify the setup effort (13:13). - Manual labels and legends create “a lot of room for errors” (25:11 and 27:41). - Rechecking text, colours and axes takes substantial time across a deck (26:36). ## What this supports Quant reporting has a documented manual-work and error-risk problem. It supports presentation-safe outputs and faster reporting as product jobs. ## What this does not prove This was an internal practitioner workflow interview. It does not prove purchase intent, broad demand, or that the current AI-summary output solves the complete reporting job.