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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

  • Ryan Freeman
  • Apr 24 2025
  • Released