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Concourse & Jira Cloud Portal
Status PM Refinement
Created by Katie Cousino
Created on Aug 12, 2025

AI-Guided Solution Plan Builder for First Four Layers - Business Capabilities

Simply Put

Enable Solution Architects to generate high-quality, first-draft content for the early stages of the solution plan using AI — reducing manual effort, improving consistency, and accelerating pursuit timelines.

Problem / Pain Point

Teams spend excessive time and effort mapping Business Capabilities to the resulting Benefits for each new solution. Inputs arrive in varied formats (RFPs, spreadsheets, emails), making it challenging to ensure the plan is comprehensive, consistent, and clearly articulates value.

High Level Requirements

  1. Modular GPT or AI Agent Design

    • Generated by a dedicated module with clear logic.

    • Outputs should be editable and exportable (e.g., into slides, Jira, Concourse).

  2. Prompt Templates by Layer

    • Defined prompt structures per layer (e.g., “Given this RFP, generate a vision statement with industry relevance”).

    • Reusable and customizable for each offering and practice.

  3. Structured Outputs

    • Content should be returned in structured formats (e.g., bullets, tables, slide-ready format), not just long paragraphs.

  4. Search & Reuse Integration

    • AI must surface relevant past examples from a tagged knowledge repository (e.g., similar industries, offerings, clients).

    • Embedded recommendations for similar pursuit assets (like “gold standard” decks).

  5. User Controls

    • Allow for refinement, regeneration, or modular editing of outputs.

    • Support for tailoring based on client maturity, region, or solution scope.

Key Inputs

  • RFP or Proposal Request: Source document used to extract themes, scope, and goals.

  • Client Info: Industry, geography, public filings (e.g., 10-K), size, maturity.

  • Pursuit Metadata: Opportunity type, offering, team roles, size, client tier.

  • Prebuilt Templates: Benefit frameworks from LEAP and Benmarking.

  • Past Pursuits / Proposals: Structured examples tagged by offering, industry, and plan layer.

Expected Outputs

  • Business Capabilities to Benefits Layer: Graphic that shows capabilities, benefits, KPIs, and specifics to a solution (if known).

Metrics

  • Tool Utilization: Frequency of tool use per user.

  • Output Engagement: Number of times suggestions are copied or downloaded.

  • User Satisfaction: Percentage of positive user ratings (e.g., thumbs up, satisfaction scale) for AI-generated results.

  • Efficiency Improvement: Reported reduction in time required to generate output slides.