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Concourse & Jira Cloud Portal
Status Dev Refinement
Categories Scoping
Created by Ryan Freeman
Created on Apr 25, 2025

AI-Powered Deliverables Recommendation via Document Upload or Text Input

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.

1 MERGED

Intelligent Scoping: Expand recommendations to include PDM deliverables

Merged
Intelligent Scoping only recommends offerings, but does not include PDM items. Want to recommend down to the delivery plan level with PDM deliverables.
Arman Dhar 6 months ago in  0 Dev Refinement