Put Simply: Create a clearly defined process for how and when to shift from Concourse (project setup) to Outcomes Hub (managed services delivery), including roles, data, and triggers. Why it Matters: As PwC engagements increasingly include long-te...

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: Fa...

Put Simply: Introduce a dynamic, centralized tagging service. Why It Matters: Allows user-role-based personalization and dynamic filtering. What’s Needed: Tag management API Support for role, stage, use case tags Not in Scope: AI-base...

Put Simply: Introduce publishing workflow for playbook content changes. Why It Matters: Ensures quality and compliance in delivery standards. What’s Needed: Contributor → Reviewer → Publisher roles Version history and approval status tracki...

Put Simply: Expose playbook content via versioned APIs for consistent integration. Why It Matters: Enables real-time content delivery and modular architecture. What’s Needed: Versioned APIs for all content types Support for semantic version...

Put Simply: Replace static JSON files with structured content hosted in a headless CMS or PDM-native store. Why It Matters: Enables real-time content updates and a scalable publishing process. What’s Needed: CMS matching prototype schemas A...

Put Simply: Consistent visual format to render each playbook activity with static content fields. Why It Matters: Establishes UI pattern for structured and actionable guidance. What’s Needed (Static): JSON schema with: Purpose, FrameworkVis...

Put Simply: Break down content into fielded, machine-readable format. Why It Matters: Enables smarter AI responses and content targeting. What’s Needed: Fields like Purpose, Entry/Exit Criteria, Tools, Pro Tips Decomposition of unstructured...

✅ Put Simply Introduce a dynamic, visual “Explorer” panel that surfaces only the Playbooks relevant to the selected Offerings — letting users toggle seamlessly between scoped Work Items and the Playbooks used to deliver them. ✅ Why It Matters User...

✅ Put Simply Add inline indicators and a flyout panel within the Delivery Plan view so users can see when a Work Item is backed by Playbook guidance — and view the related Playbook content without leaving their delivery workspace. ✅ Why It Matters...