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Part II · Designing Around the Business
Chapter 08 of 24

Contextual Intelligence

Every Field Should Know Everything About Itself

The best information is the information you didn't have to look for.

It was just already there.

Chapter Objective

Show how supplier, item, employee, project and asset intelligence can appear directly inside the screen where a decision is being made — a Purchase Order, a Project Approval, a Payroll entry — so the user never has to leave to check somewhere else.

  • Supplier intelligence on hover
  • Item intelligence on hover
  • Employee, project & asset intelligence
  • Design rules for contextual panels
01Section 01

The Principle

Contextual Intelligence extends Design Around Decisions™ (Chapter 2) into a rule every field can follow: touch it, and it tells you what it knows.

TraditionalSee a nameOpen a reportSearch historyReturn
Contextual IntelligenceHover the name Everything appears
02Section 02

Supplier Intelligence

Inside a Purchase Order, the supplier's whole record is one hover away.

03Section 03

Item Intelligence

Select the item — stock, trend and alternates arrive before you ask.

04Section 04

Employee Intelligence

A payroll or leave screen shouldn't send a manager hunting through HR reports.

05Section 05

Project Intelligence

An approval on a project should show what's actually happening on site.

06Section 06

Asset Intelligence

A maintenance ticket should already know the asset's history the moment it's raised.

07Section 07

Design Rules for Contextual Panels

Not every field deserves a popup — only the ones a decision actually depends on.

Trigger on hover or select — never a separate click
Load in under 300ms or show a skeleton
Show 5–8 facts max — not a full report
Respect the viewer's permission level
Always offer "View Full Record"

Five Entities, One Pattern

The same contextual-intelligence pattern, reused everywhere it applies.

Contextual Intelligence™
Supplier
Item
Employee
Project
Asset

Contextual Intelligence Checklist

A screen that already knows the answer
never has to ask the user to go find it.

Chapter 9 takes contextual intelligence one step further — letting users configure the rules themselves, from the very screen where those rules apply.