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  1. Product Capabilities
  2. AI in PPM
  3. Prisma in Action: Turning a Workshop Transcript into an Investment-Ready Idea

Prisma in Action: Turning a Workshop Transcript into an Investment-Ready Idea

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26 Oct 2026

Innovation workshops surface valuable insights and promising ideas, but the hard part comes afterwards. The ideas live in long transcripts and scattered notes. Turning them into a proper proposal takes hours, checking for duplicates means digging through campaigns, and scoring depends on who holds the pen. By the time an idea is ready for review, the momentum is often gone.

Planisware Prisma helps innovation teams find the valuable opportunities hidden in their ideas by transforming a workshop transcript into a structured, enriched and scored idea, taking raw conversations to an investment-ready opportunity in just a few minutes.

Let's follow Naomi, an innovation manager running the R&D Breakthroughs campaign, as she uses Prisma to take a customer feedback workshop from raw transcript to scored opportunity.

Prisma Idea Generation

 

From transcript to investment-ready idea with Prisma

Get instant context in plain language
Naomi starts with a simple request: "show me ideas from campaign R&D Breakthroughs." Prisma returns every idea in the campaign, sorted by votes, with its status and submitter. Because anyone can question the portfolio in their own words, innovation managers spend less time building reports and start every new idea with a clear picture of what already exists.

Turn a transcript into a convincing pitch
Naomi attaches the transcript of a workshop where the heads of innovation and customer experience, a digital project manager and the PMO defined how to improve customer feedback handling, and asks Prisma to help her build a convincing pitch. Prisma returns a structured proposal with a suggested title (Unified customer feedback intelligence platform), a problem statement grounded in what participants described, a proposed solution, expected benefits and a rough effort estimate, which it clearly labels as an assumption not stated in the workshop. The campaign and submitter are filled in automatically. Hours of writing shrink to a few moments, the team's insights are captured while the discussion is still fresh, and decision makers receive a pitch they can trust because anything inferred is always flagged.

Check for duplicates before creating
Before committing, Naomi asks whether similar ideas already exist. Prisma runs a semantic similarity check against the existing portfolio, finds only one loose match on an unrelated topic, and notes that it only searched ideas Naomi's access rights allow it to read. She then asks Prisma to create the idea in the campaign. This quick check keeps the portfolio free of overlapping ideas, so budget and attention go to genuinely new opportunities rather than work the organization is already doing.

Score with a clear rationale
Prisma proposes a score against the Idea Scorecard template, suggesting a value and an explanation for each of the six criteria, from fit with corporate strategy to technical feasibility and business impact. The aggregate comes in at around 70 out of 100, with technical feasibility as the weakest axis and a scoping proof of concept as the natural next step. Naomi can apply the values or adjust any of them, and every score waits for her approval before it is committed. Because every idea is assessed against the same criteria with visible reasoning, ideas are easier to compare, reviewers can trust the result, and the final call always stays with the team.

Share it with the team
On the campaign wall, the new idea is already in the Open column, tagged as AI-generated and ready for colleagues to review, vote on and move forward. The idea reaches the people who can champion it while the momentum from the workshop is still there, and in just a few minutes, a 35-minute conversation has become a structured, scored opportunity.

What Prisma brings to innovation teams

  • Turn workshop transcripts, notes and conversations into structured, convincing idea pitches in minutes instead of hours.
  • Keep every pitch trustworthy, with assumptions clearly separated from what was actually discussed.
  • Avoid duplicate effort with an automatic similarity check against the existing idea portfolio.
  • Score ideas consistently against your own scorecard templates, with a clear rationale behind every value.
  • Stay in control, with every change waiting for your approval before it is committed.
  • Explore portfolio data in plain language, without building reports or switching screens.
  • Put new ideas in front of the right people instantly, so they can be reviewed and advanced while the momentum is still there.
  • AI in PPM

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