Put Simply: Add a structured review step before finalized scope/estimates are shared externally. Why It Matters: Ensures consistency and quality assurance before proposals go out. Reduces risk of misalignment.

It would be great to have a 3-5 pager in Word accompanying the Proposal slides deck, providing cohesive write up (Word format) on PDM, levels, assets, gen ai - that can be copy pasted into a big RFP proposals. I don't think it's a common practice ...

From Yun Xi Beh who tested the Oracle content: Align Plan - Would be good if there can be more detailed steps tied to the local territory around project compliance Define - listed activities generally applicable Strategy and op model activi...

Enable users to easily identify and contact asset contributors directly from the asset record, fostering collaboration and knowledge transfer. This could include automated listing of contributors, quick-connect options (e.g., Teams, email), and su...

Develop tools and guidelines for redacting sensitive information from assets before submission and for setting granular access controls (e.g., by project type, role, or client sensitivity). This would balance the need for knowledge sharing with co...

Establish a rotating role within practice teams (“asset curators”) responsible for collecting, categorizing, and quality-checking project assets for a set period (e.g., three months). These curators would be empowered to select, rank, and maintain...

Make it a required project exit criterion to submit key assets (e.g., kickoff decks, design templates) to the central repository before project closure or roll-off. This policy would be enforced as part of the engagement closeout checklist, ensuri...

Introduce a points-based or recognition system that incentivizes asset contributions. Contributors could receive points, badges, or public acknowledgment for sharing high-value assets. The system may include a leaderboard, periodic rewards, and au...

Put Simply: As delivery plans become more dynamic, users need flexible ways to visualize and manage scope content. A view organized by offerings helps users see and manage work items in the context of how services are sold, structured, and deliver...

Scope with Offerings - Usability Testing Findings Clarify what “Activate” does and what it triggers (e.g., Jira, Flex) with inline help or modals. Summary of User Feedback: Several users were unclear about what “Activate” actually does in the work...