For business analysts
Sign-off in three days. Two teams still disagree.
In Plexii, sign-off gets one desk.
The problem
Before sign-off the requirements are in a spreadsheet, the evidence is in a report and two teams are disagreeing over email. You need the reasons behind each requirement in view, not in your memory.
In the video: “Three days to sign-off. Requirements in a spreadsheet, evidence in a report, two teams arguing over email.”
How PlexiDesk handles it
In PlexiDesk, sign-off gets one desk. A desk is one canvas for one piece of work, and the video tours three of its widgets:
Every requirement
In the video: “Every requirement, where it came from, where it stands.”
A Table widget holds every requirement with where it came from and where it stands, filtered or grouped however the meeting needs.
Why they're in
In the video: “The top three, traced to the problems they fix.”
A Diagram widget joins boxes with arrows, here tracing the top requirements to the problems they fix.
The one in dispute
In the video: “The one in dispute: both sides, and who decides.”
A Custom block records the disputed requirement as a form: both positions, and who decides.
When something else comes up
In the video: “Then the sponsor wants your analysis. Switch desks, nothing to rebuild. Sign-off waits where you left it.”
The other job gets a desk of its own, so switching does not mean packing anything away. In the video, “Requirements sign-off” stays exactly as it was while “Claims rework analysis” is open. Open desks sit side by side as tabs in the open items strip, a click apart, and Resume writes a short note on where a desk stands for when you come back to it.
Sign-off on one desk, analysis on another.
Try it
Set up the desk yourself from a template: each one lists the widgets it needs and how to set it up in PlexiDesk.
- Desk template
Product requirements desk: from feature requests to a PRD and roadmap
A desk where the PRD is argued from a requests table, the counts are charted beside it, and the same table becomes the roadmap in Gantt view and the delivery board in Kanban view.
- Desk template
Consulting engagement desk: from interviews to the findings report
A desk for one engagement: interviews captured as voice notes with transcripts, a time-study table and chart that size the bottleneck, and the findings report and readout deck built beside the evidence.
Related reading
- Blog
How to keep track of everything you've promised people
Promises slip when they stay where they were made. Capture each one, link it to its source and keep one queue you check every day.
- Blog
A simple system for organising project files, notes and links
One home per project, two levels of folders and a habit for finishing: a system for project files, notes and links that works with any tools.
Transcript
Three days to sign-off. Requirements in a spreadsheet, evidence in a report, two teams arguing over email. In Plexii, sign-off gets one desk. Every requirement, where it came from, where it stands. The top three, traced to the problems they fix. The one in dispute: both sides, and who decides. Then the sponsor wants your analysis. Switch desks, nothing to rebuild. Sign-off waits where you left it. Sign-off on one desk, analysis on another.
Real app footage of a demo desk with sample data. The illustrations and the voice are AI-generated.