UC-768
Guide Client Data Submission to finish work faster and on time
The client guided through the template, with definitions answered as they type.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate clients guessing at definitions once a year, heavy analyst rework after every submission, and definition questions answered by email days later. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- Sits alongside the submission template with the methodology and definitions loaded.
- Answers definition questions in context and pre-fills fields from the client's last submission.
- Validates each entry as it is made and explains any value that looks out of range.
What It Removes
- Clients guessing at definitions once a year
- Heavy analyst rework after every submission
- Definition questions answered by email days later
Input Data RequirementsSubmission templates, methodology and definition library, the client's prior submissions, validation rules
Output FormatGuided submission session, pre-filled template from prior year, in-line validation and explanation log
“What exactly counts as maintenance cost in this field?”