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Put Simply:
Building on the feature that recommends offerings based on documents or natural language input, this enhancement would go a level deeper—suggesting specific deliverables aligned with the identified needs. By analyzing user-uploaded SOWs, RFPs, or other context, Concourse could surface relevant deliverables to jumpstart or refine the scoping process.
Why It Matters:
Extends the intelligent scoping journey: Moves from “what to deliver” (offerings) to “how it’s delivered” (actual scoped work).
Reduces manual effort: Helps users quickly assemble a relevant scope without needing to sift through large templates.
Improves accuracy and relevance: Ensures that deliverables reflect the specifics of the client’s ask—improving alignment and reducing rework.
What’s Needed:
AI/NLP model refinement to map parsed content to deliverables, using offering context, building blocks, and PDM metadata.
UI in the scoping flow to present suggested deliverables alongside offerings.
User ability to review, accept, or edit the recommendations before adding them to scope.
Backend support for semantic matching between extracted context and deliverable metadata.
Ryan Freeman
Intelligent Scoping: Expand recommendations to include PDM deliverables
Merged