> ## Documentation Index
> Fetch the complete documentation index at: https://klarity.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Klarity for project management & SDLC teams

> An advanced use case for PMO and SDLC delivery teams: source requests, scope requirements, and deliver — with Klarity gathering inputs and generating the artifacts at each stage.

export const NeedHelp = () => <Note>
    <strong>Need help?</strong> Use the in-app chat — click the chat bubble in the bottom-right corner of Klarity Architect (staffed 24×5) — or email <a href="mailto:support@klarity.ai">support@klarity.ai</a>.
  </Note>;

If your job is moving projects through their lifecycle — sourcing requests, scoping requirements, and delivering — Klarity helps at each stage. It gathers the inputs each stage needs in a consistent format, turns them into the artifacts that move the project forward, and once you're delivering, that work flows into Klarity's normal **Discover → Structure → Improve** loop.

<Info>
  **Before you start:** a Klarity workspace, and your intake / requirements framework on hand (BRD template, intake checklist) to shape custom Interviewer questions.
</Info>

## Who it's for

* **SDLC delivery teams** — the people responsible for delivering through the software or project lifecycle (business analysts, project leads, delivery managers).
* **PMOs** — the people responsible for **sourcing, scoping, and delivering** projects.

## The project journey

Klarity supports the people who move a project from a request to a delivered outcome. Here's how it helps at each stage — who owns it, and the steps to do it.

<Steps>
  <Step title="Source — intake">
    **Who owns it:** the PMO and project sponsors bringing in requests.
    **Goal:** capture every request in a consistent, structured format so nothing is lost between "we need this" and scoping.

    **Create a project node** in the **Process Index** to hold the request (for example, a `Projects → [Project name]` node), then **configure custom Interviewer questions** that mirror your intake framework — one question per BRD field (justification, scope, success criteria, resources, timeline, dependencies, risks).

    <Frame>
      <img src="https://mintcdn.com/klaritydocs/bYIv90Ap79cxOHiR/images/interviewer-custom-questions.png?fit=max&auto=format&n=bYIv90Ap79cxOHiR&q=85&s=0b4d459c1f5d13964e7beffcb4581986" alt="The AI Interviewer configuration showing custom intake questions mapped to BRD fields." width="2050" height="1146" data-path="images/interviewer-custom-questions.png" />
    </Frame>

    **Run the AI Interviewer intake** with the requestor — Observation Mode for a free walkthrough of what they need, or Q\&A Mode to drive the structured questions. Every request comes back in the same shape, no matter who's asking. Then **review the intake** for completeness before handing it to scoping — fill any gaps with a quick follow-up Q\&A session.

    <Frame>
      <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/236MVH64i-O8oUtZ/images/ai-interviewer-start.mp4?fit=max&auto=format&n=236MVH64i-O8oUtZ&q=85&s=de173f63bb427713f665087d71084258" aria-label="An AI Interviewer intake session in progress." data-path="images/ai-interviewer-start.mp4" />
    </Frame>

    <Tip>
      **How Klarity accelerates intake:** one structured Interviewer session replaces rounds of intake meetings, email chains, and inconsistent request forms — every request is captured the same way, in one pass, and lands ready to scope.
    </Tip>
  </Step>

  <Step title="Scope — requirements & design">
    **Who owns it:** business analysts, project managers, and architects turning a request into a plan.
    **Goal:** turn the raw intake into an approved, buildable scope.

    **Generate the BRD.** Load your BRD template and requirements checklists in the workspace / Context Store so the output matches your format, then generate the BRD from the intake — three ways: from the **BRD template** (click **Generate Documents** on the process node, packaged), with **Advisor** (a single BRD, or broadly across several intakes at once), or via the **Klarity MCP** from your own client. No manual transcription. Review and baseline it with stakeholders — once approved, it's the committed scope everything is measured against.

    <Frame>
      <img src="https://mintcdn.com/klaritydocs/bYIv90Ap79cxOHiR/images/template-brd.png?fit=max&auto=format&n=bYIv90Ap79cxOHiR&q=85&s=275a0aa428e842664c8a0cb67bfd63b8" alt="A Business Requirements Document generated from an AI Interviewer intake." width="1954" height="1138" data-path="images/template-brd.png" />
    </Frame>

    **Generate user stories.** From the approved BRD, generate user stories with the User Story template, ready for development sprints — then ask Advisor to review the BRD for missing or ambiguous requirements before the build starts.

    <Frame>
      <img src="https://mintcdn.com/klaritydocs/bYIv90Ap79cxOHiR/images/template-user-stories.png?fit=max&auto=format&n=bYIv90Ap79cxOHiR&q=85&s=a44446b051d47107e3ec2dd4e71e31c1" alt="User stories generated from an approved BRD, ready for development sprints." width="1692" height="888" data-path="images/template-user-stories.png" />
    </Frame>

    <Tip>
      **How Klarity accelerates scoping:** the BRD and user stories are generated straight from the intake — no manual transcription, no blank-page drafting — so a BA reaches an approved, buildable scope in a fraction of the usual time.
    </Tip>
  </Step>

  <Step title="Deliver — build & run">
    **Who owns it:** the delivery team building and operationalizing the process.
    **Goal:** build it, ship it, and fold the new process into your living process library.

    1. **Hand off to the build** — export the BRD and user stories into your sprint / delivery tooling.
    2. **Capture the new process as it goes live** — run **Companion** or the **AI Interviewer** on the process people now actually do. This is the moment the project enters Klarity's normal product journey.
    3. **Structure it** — place the new process node in your **Process Index** so it lives alongside the rest of your operation.
    4. **Improve it** — once it's running, use **Advisor** to find friction and opportunities, just like any other process.

    <Tip>
      **How Klarity accelerates delivery:** the delivered process documents itself — capturing it feeds your living process library automatically, so there's no separate write-up effort and the documentation never goes stale.
    </Tip>

    <Frame>
      <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/ayYfMBxsaKM-Xerx/images/companion-submit.mp4?fit=max&auto=format&n=ayYfMBxsaKM-Xerx&q=85&s=ca03b88a0993a78b780083aaec36f20f" aria-label="Submitting a captured process to the organizational Process Index." data-path="images/companion-submit.mp4" />
    </Frame>
  </Step>
</Steps>

<Note>
  **Delivering a project flows into the normal Klarity journey.** The deliver stage above *is* the **Discover → Structure → Improve** loop — the project graduates from "a plan" into a real, maintained process, not a doc that goes stale. See [Getting started](/docs/user-docs/getting-started).
</Note>

## What you get

* **BRD (Business Requirements Document)** — consolidates current state, pain points, technical requirements, system flows, and expected benefits.
* **User Story templates** — auto-generate stories from a BRD, ready for development sprints.

<Note>
  **Advisor or the MCP — your company brain.** Everything you capture is queryable in-app with **Advisor**, or via the **Klarity MCP** from your own client (Claude, etc.), so you can build exactly the requirements or analysis you need — not just the packaged templates.
</Note>

## Advisor prompts

```text Intake vs. approved scope theme={null}
Compare the original intake against the approved BRD — were any requirements dropped or modified?
```

```text Scope changes in delivery theme={null}
From the delivery documents, identify scope items that changed, were descoped, or added without approval.
```

```text Requirements gaps theme={null}
Review this BRD against [standard/checklist] — what's missing or ambiguous before we build?
```

## Tips

* **Standardize intake before you automate it.** If intake is different every time, the AI reflects that inconsistency — nail the framework first.
* **Capture scope from the intake, not a blank page.** A grounded BRD beats one written from scratch.
* **Layer information progressively.** Add detail as it arrives — requirements at intake, design during scoping, the live process at delivery.

## Where to go next

<CardGroup cols={2}>
  <Card title="Getting started" icon="compass" href="/docs/user-docs/getting-started">
    The Discover → Structure → Improve journey your delivered projects flow into.
  </Card>

  <Card title="Using and editing templates" icon="wrench" href="/docs/user-docs/advanced/using-and-editing-templates">
    Build the BRD or user-story template these workflows rely on.
  </Card>
</CardGroup>

<NeedHelp />
