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Northstar Agency Ops Demo currently carries 22 deterministic findings. The recommended "Balanced redesign" redesign packages 20 changes that fully resolve 9 issues and leaves 13 for later follow-up.
Issues addressed
9/22
Changes in scope
20
Migration phases
2
Preview gains
17
Export notes
Generated from the current deterministic redesign workspace. Missing sections are called out explicitly so the brief stays coherent when optional layers are absent.
22 deterministic issues were found. The recommended redesign fully resolves 9 and partially mitigates 0.
20 deterministic changes are grouped into 4 reusable change sets. The recommended path is "Balanced redesign".
20 steps are ordered across 2 phases so additive work lands before modification and structural cleanup.
17 migration steps improve or enable generated dashboard, form, or portal outputs.
The recommended path scores high complexity, high future flexibility, and medium migration cost.
Representative record mapping
9 representative records across 4 tables show how the recommended redesign changes field structure and backfill work.
Requests preview focuses on value cleanup plus field-type hardening for representative rows.
6 projected field changes for this representative record.
Current
(new field)
(not present)
Proposed
Created Time
2026-02-11
Backfill with Airtable record created time.
Current
(new field)
(not present)
Proposed
Last Modified
Auto-populates on the next edit
Initial export shows the field empty until Airtable records a change.
Current
(new field)
(not present)
Proposed
Due Date
Needs manual backfill
No reliable due-date source was found in the sampled record.
Current
(new field)
(not present)
Proposed
Owner
Needs assignment
The sampled record does not carry a reliable owner value yet.
Current
Category
Website update
Proposed
Category
Website Update
Type shifts from singleLineText to singleSelect.
Current
Category
Website update
Proposed
Category
Website Update
High-drift text values should be consolidated into a controlled vocabulary so reports and filters stay consistent.
6 projected field changes for this representative record.
Current
(new field)
(not present)
Proposed
Created Time
2026-02-14
Backfill with Airtable record created time.
Current
(new field)
(not present)
Proposed
Last Modified
Auto-populates on the next edit
Initial export shows the field empty until Airtable records a change.
Current
(new field)
(not present)
Proposed
Due Date
Needs manual backfill
No reliable due-date source was found in the sampled record.
Current
(new field)
(not present)
Proposed
Owner
Needs assignment
The sampled record does not carry a reliable owner value yet.
Current
Category
Presentation
Proposed
Category
Presentation
Type shifts from singleLineText to singleSelect.
Current
Category
Presentation
Proposed
Category
Presentation
High-drift text values should be consolidated into a controlled vocabulary so reports and filters stay consistent.
Projects preview shows how free-text references would move into linked-record structure.
4 projected field changes for this representative record.
Current
(new field)
(not present)
Proposed
Created Time
2026-02-01
Backfill with Airtable record created time.
Current
(new field)
(not present)
Proposed
Last Modified
Auto-populates on the next edit
Initial export shows the field empty until Airtable records a change.
Current
Status
Client Review
Proposed
Status
In Review
Overly granular status values fragment reporting and make boards harder to scan. Consolidating to a smaller lifecycle improves clarity.
Current
Owner
Dylan
Proposed
Owner (linked)
People -> Dylan
Replace free-text "Owner" with a linked record to the People table for consistent references.
4 projected field changes for this representative record.
Current
(new field)
(not present)
Proposed
Created Time
2026-02-02
Backfill with Airtable record created time.
Current
(new field)
(not present)
Proposed
Last Modified
Auto-populates on the next edit
Initial export shows the field empty until Airtable records a change.
Current
Status
In Progress
Proposed
Status
In Progress
Overly granular status values fragment reporting and make boards harder to scan. Consolidating to a smaller lifecycle improves clarity.
Current
Owner
Priya
Proposed
Owner (linked)
People -> Priya
Replace free-text "Owner" with a linked record to the People table for consistent references.
Approvals preview shows how free-text references would move into linked-record structure.
4 projected field changes for this representative record.
Current
(new field)
(not present)
Proposed
Created Time
2026-02-20
Backfill with Airtable record created time.
Current
(new field)
(not present)
Proposed
Last Modified
Auto-populates on the next edit
Initial export shows the field empty until Airtable records a change.
Current
(new field)
(not present)
Proposed
Due Date
2026-03-28
Suggested from the linked project due date for migration planning.
Current
Approver Name
Maya Chen
Proposed
Approver Name (linked)
People -> Maya Chen
Replace free-text "Approver Name" with a linked record to the People table for consistent references.
4 projected field changes for this representative record.
Current
(new field)
(not present)
Proposed
Created Time
2026-02-21
Backfill with Airtable record created time.
Current
(new field)
(not present)
Proposed
Last Modified
Auto-populates on the next edit
Initial export shows the field empty until Airtable records a change.
Current
(new field)
(not present)
Proposed
Due Date
2026-04-02
Suggested from the linked project due date for migration planning.
Current
Approver Name
Jordan Alvarez
Proposed
Approver Name (linked)
People -> Jordan Alvarez
Replace free-text "Approver Name" with a linked record to the People table for consistent references.
Centralizes 10 repeated person references that currently live as free text across operational tables.
Derived from 2 existing text references.
Current
Free-text references
Projects.Owner | Tasks.Assignee
Proposed
Name
Ava
Primary People record generated from repeated names in existing workflow tables.
Current
(new field)
(not present)
Proposed
Role
Team member
Suggested from the source fields that currently hold the name.
Current
(new field)
(not present)
Proposed
Needs directory match
Email is not inferable from the sampled operational rows.
Derived from 2 existing text references.
Current
Free-text references
Projects.Owner | Tasks.Assignee
Proposed
Name
Dylan
Primary People record generated from repeated names in existing workflow tables.
Current
(new field)
(not present)
Proposed
Role
Team member
Suggested from the source fields that currently hold the name.
Current
(new field)
(not present)
Proposed
Needs directory match
Email is not inferable from the sampled operational rows.
Derived from 2 existing text references.
Current
Free-text references
Projects.Owner | Tasks.Assignee
Proposed
Name
Marta
Primary People record generated from repeated names in existing workflow tables.
Current
(new field)
(not present)
Proposed
Role
Team member
Suggested from the source fields that currently hold the name.
Current
(new field)
(not present)
Proposed
Needs directory match
Email is not inferable from the sampled operational rows.