Concourse & Jira DC Portal

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:
Fast-growing practices bring in many experienced hires who may not be familiar with PwC’s integrated systems and engagement flow. During the pursuit phase, leaders must coordinate across fragmented tools with no unified guidance, leading to confusion, missed steps, and inefficiencies.

Additional Context:
Fast-growth teams face a constant ramp-up challenge with senior-level new joiners. These leaders would benefit from a visual, guided process that clearly outlines required tasks, tool transitions, and engagement milestones during the early pursuit lifecycle. This can reduce abandoned workspaces and ensure a clean transition to delivery teams.

Acceptance Criteria:

• Guided, role-specific workflow integrated across Salesforce, AFS, Flex, Team Builder, and Concourse.

• Step-by-step navigation that reflects the engagement lifecycle during pursuit.

• Tooltips, embedded instructions, and real-time status tracking.

• Tailored view for new joiners unfamiliar with PwC's toolchain.

• Tracks and flags incomplete or skipped tasks.

Supporters:
Jiabin Wang