Where does it live?
Inside the client-approved AI environment: Custom GPT, Claude, Gemini, Copilot, or an internal assistant.
Governance
Value work should move faster without becoming looser.
A governed value system ties outputs to approved sources, assumptions, proof, disallowed claims, and human review paths. The goal is usable speed with visible commercial discipline.
Governance Visual
Governed prompts, governed outputs.
The workflow should know which sources, assumptions, templates, and review rules control each customer-facing value output.
Governance workflow previewArtifact preview
OutputApproved SourcesGovernance CheckReview Path
Discovery guideBuyer personas, value framework, discovery question bankEvery question maps to a value pillar or metricSales owner review
Value hypothesis memoDiscovery notes, value framework, value driver tree, personasPains are mapped to approved pillars and assumptions are labeledSales owner plus value engineer review
ROI modelInputs, assumptions, scenario logic, calculator formulasRequired inputs are present and assumptions are approvedValue engineer or finance review
Executive business case memoROI output, proof library, templates, governance rulesQuantified claims are supported and risky language is removedAccount owner plus value engineer review
QBR value summaryOriginal business case, realized-value data, QBR templateRealized claims are backed by dataCS owner review
Governance reviewDisallowed claims, governance rules, evaluation rubricMissing inputs, unsupported claims, and high-risk assumptions are flaggedRequired before external use
Does PRA require a new platform?
No. PRA designs around the tools, policies, and data access the client already permits.
What data is needed?
Approved value assets, ROI logic, proof points, output templates, governance rules, and account context.
Can sellers share outputs directly?
Only if the client permits it. PRA recommends human review for ROI models, business cases, and executive decks before external use.
Next Step
Build governance into the value motion from the start.
PRA structures the source files, review thresholds, output templates, and claim controls before customer-facing use.