PROJECT GUIDE · R · SHINY · POSIT
Improving R code, building a Shiny application or evolving a Posit environment starts with a useful brief. You do not need a complete specification for the first discussion. Describe the work, the people who will use it and the constraints that matter.
1. Describe the intended outcome
Start with a task or decision rather than a technology list. You may need to replace manual reporting, make an analysis available to colleagues or take ownership of a difficult workflow. Explain what works today and where the difficulties occur.
2. Identify users and responsibilities
- Who will use the result?
- Who validates calculations and reference outputs?
- Who maintains the code and operates the environment?
- Which skills does the team need to develop?
3. Explain the existing system safely
List the tools, known versions, execution process and interfaces. A simple diagram or workflow description is enough to start. Do not include passwords, access keys or personal data in the contact form.
For Shiny, describe priority screens and user journeys. For SAS-to-R migration, identify programmes and reference outputs. For an R package, describe the functions to share and who uses them.
4. List the constraints
Explain hosting and access requirements, dependencies on other teams, execution frequency and deadlines. If a date is fixed, explain why. Mention accessibility and training requirements as well.
5. Explain how delivery will be accepted
Which scenario needs to work? Which outputs provide a reference? Who will take part in acceptance testing? Distinguish technical errors, calculation differences and usability expectations. These questions support observable criteria before development begins.
An illustrative brief to adapt
Our team produces a monthly report from several files. We want to make the calculations more reliable and reduce manual work. Two people run the workflow and a business team validates the indicators. Reference reports are available. Hosting and access need to be discussed with IT. We first want to scope a pilot and its acceptance criteria.
This example is illustrative and does not describe a completed client engagement.
Choose the intervention you need
- Assessment: understand risks, dependencies and priorities before deciding.
- Delivery: build or improve an agreed scope with defined outputs and acceptance criteria.
- Training and mentoring: develop the skills to use, maintain or evolve the solution.
Pricing and timing depend on scope, available resources and required approvals. The first discussion helps clarify those elements.