Tell us the problem, not the design

People often arrive with a solution already sketched: a dashboard, an import, a new spreadsheet with better columns. Sometimes that sketch is right. Often it is a guess about software, made because the actual problem was hard to hand to someone else.

The more useful starting point is plainer.

What question are you trying to answer? Where do the records live today? What do you do with them by hand? What would you trust as an answer, and what would make you distrust it? How often does this happen?

You do not need to know whether the work should be a product, a one-off tool, or a change to something you already use. That is part of the assessment. You also do not need to send the records themselves through a website form. A description is enough to decide whether a proper look is worthwhile.

If the problem is suitable, the next conversation can be specific. Until then, the design can wait.