Intelligent Scoping: Recommend Offerings from Document Upload or Text Input

Put Simply:
Scoping can be complex and time-consuming—especially when starting from a blank slate. This feature enables users to upload RFPs, SOWs, or enter natural language input to receive intelligent, AI-generated offering recommendations, accelerating the scoping process and improving accuracy.

Why It Matters:

• Accelerates scoping: Automatically surfaces relevant offerings based on user input, dramatically reducing time spent manually navigating templates.

• Improves accuracy: Matches client needs to offerings with greater precision, minimizing misalignment and reducing scope-related rework.

• Empowers better decisions: Suggests pre-scoped options that help users start smarter and scope with confidence.

• Supports newer users: Provides a guided, intuitive entry point into the offerings catalog for those without deep prior knowledge.

What’s Needed:

• Data to support a strong initial rollout.

• A streamlined UX for uploading files, inputting text, reviewing suggestions, and adjusting scope.

• Feature flags and territory-based rollout control via LaunchDarkly.

• Testing for accuracy, edge cases, and user trust across input types and engagement categories.

Not in Scope:

• Recommended deliverables