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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