Where Opportunities come from
A Discovery
The structured way: people are invited to put forward ideas against a brief, during the Discovery window.
Claude or ChatGPT
With the Kowalah Plugin, anyone can raise an idea in a conversation. It checks the accelerator library first and helps score it.
Slack, Teams or Google Chat
Anyone can
@Kowalah in a thread and describe an idea. It lands as an Opportunity in the platform.Directly in the platform
Capture an idea straight from the web, or have your Kowalah partner raise one on your behalf after a conversation or an email.
Opportunities don’t have to belong to a Discovery. Ones raised outside any Discovery follow the same triage and promotion path.
What an Opportunity contains
Who sees what
- Members can raise opportunities and see the ones they raised.
- Admins and core team see every opportunity in the organisation, and triage them.
Triage
Triage is done by your admins and core team, on every plan. You can triage in the platform, or in a conversation with the Kowalah Plugin, which can play back a whole Discovery, suggest duplicates to merge and run an ICE scoring session with you.
You can rescore an opportunity at any point, and revert a decision if you change your mind.
Scoring
Every Opportunity has a single, live ICE score: Impact, Confidence and Ease, each from 1 to 10, multiplied together into a composite from 1 to 1,000. Impact can carry a reason for each kind of impact it drives (business, productivity, adoption); Confidence and Ease each have one reason. Opportunities don’t have an estimated and a final score like Deliverables and Expert Requests do. The work hasn’t started, so the score is the current best read on whether the idea is worth taking forward.Kowalah’s AI takes a first pass at scoring many Opportunities, especially ones raised through chat or email. Your AI lead then refines the scores during triage.
Take it forward
On a captured, shortlisted or parked opportunity, the Take it forward panel offers up to three routes. Which you see depends on your plan.Our project
Direct. Creates a deliverable on one of your own projects straight away, at the planning stage, for your team or a partner to deliver. You can create a new project as you go. Business plan and Managed Services.
Kowalah deliverable
Request. Asks Kowalah to take it on as a deliverable on your Kowalah project. It shows as Waiting for Kowalah until Kowalah scopes and approves it. Managed Services.
Expert request
Direct. Creates an Expert Request for a scoped piece of expert work, using your contract quota. Managed Services.
A deliverable on your own project is yours to run. Kowalah isn’t notified and doesn’t approve it, and Kowalah time and budgets can’t be booked against it. If you want Kowalah involved, use Kowalah deliverable instead.
Merging duplicates
When the same idea arrives from two people, merge one into the other. The merged opportunity keeps a link to the one it was merged into, so the trail is preserved. Merging works within the same Discovery.Identifier
Every Opportunity gets an ID likeOPP-0001, scoped to your organisation. You’ll see it on the Opportunity page, on anything promoted from it, and in chats and emails that refer to it.
What’s next
ICE scoring
How Opportunities, Deliverables and Expert Requests are scored
Discoveries
Time-bounded campaigns that surface many Opportunities at once
Deliverables
What Opportunities become when they’re taken forward into project work
Prompts for AI leads
Triage and promote in Claude or ChatGPT