Concourse Feedback


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All ideas

    Triangulated Estimation Workflow

    The hand-offs between the Solution Master spreadsheet, E Pro effort model, and Flex tool create a looping, manual process (“spreadsheet → E Pro → Flex → spreadsheet”) that consumes days of effort and causes repeated re-work. Although Flex can impo...
    Katie Cousino about 1 year ago in  0 In Review

    Discovery- Define Seamless Workflow Integration Between Concourse and Outcomes Hub for Managed Services

    Put Simply: Create a clearly defined process for how and when to shift from Concourse (project setup) to Outcomes Hub (managed services delivery), including roles, data, and triggers. Why it Matters: As PwC engagements increasingly include long-te...
    Ritu Raj Agrawal about 1 year ago in  0 Not started

    Guided Workflow for Pursuit Phase Engagement Leaders

    Put Simply: Create a step-by-step guided workflow for engagement leaders—especially new, experienced joiners—to manage work efficiently during the pursuit phase using tools like Salesforce AFS, Flex, Team Builder, and Concourse. Why it Matters: Fa...
    Ritu Raj Agrawal about 1 year ago in  0 In Review

    Metadata Management & Tagging Layer

    Put Simply: Introduce a dynamic, centralized tagging service. Why It Matters: Allows user-role-based personalization and dynamic filtering. What’s Needed: Tag management API Support for role, stage, use case tags Not in Scope: AI-base...
    Garrett Kelchner about 1 year ago in  0 Not started

    Versioned API Endpoints for All Delivery Standard Content

    Put Simply: Expose playbook content via versioned APIs for consistent integration. Why It Matters: Enables real-time content delivery and modular architecture. What’s Needed: Versioned APIs for all content types Support for semantic version...
    Garrett Kelchner about 1 year ago in  0 PM Refinement

    Dynamic Content Management via Headless CMS

    Put Simply: Replace static JSON files with structured content hosted in a headless CMS or PDM-native store. Why It Matters: Enables real-time content updates and a scalable publishing process. What’s Needed: CMS matching prototype schemas A...
    Garrett Kelchner about 1 year ago in  0 PM Refinement

    Visual Framework Cards & Activity Pages

    Put Simply: Consistent visual format to render each playbook activity with static content fields. Why It Matters: Establishes UI pattern for structured and actionable guidance. What’s Needed (Static): JSON schema with: Purpose, FrameworkVis...
    Garrett Kelchner about 1 year ago in  0 Not started

    Structured Content Schema for AI Enablement

    Put Simply: Break down content into fielded, machine-readable format. Why It Matters: Enables smarter AI responses and content targeting. What’s Needed: Fields like Purpose, Entry/Exit Criteria, Tools, Pro Tips Decomposition of unstructured...
    Garrett Kelchner about 1 year ago in  0 Dev Refinement

    Playbook Explorer (Post-Scoping Canvas UI)

    ✅ Put Simply Introduce a dynamic, visual “Explorer” panel that surfaces only the Playbooks relevant to the selected Offerings — letting users toggle seamlessly between scoped Work Items and the Playbooks used to deliver them. ✅ Why It Matters User...
    Garrett Kelchner about 1 year ago in  0 Not started

    Delivery Standard: Inline Flyout for Work Items with Playbooks Mapped

    ✅ Put Simply Add inline indicators and a flyout panel within the Delivery Plan view so users can see when a Work Item is backed by Playbook guidance — and view the related Playbook content without leaving their delivery workspace. ✅ Why It Matters...
    Garrett Kelchner about 1 year ago in  0 Not started