Adaptive Templates adjust automatically when applied to a customer. They account for attributes like company size, product mix, or region so every plan feels tailor-made.
Personalization at scale
Apply once--Adaptive Templates fine-tune phases, timelines, and AI prompts without manual editing.
Adaptation Inputs
- Customer profile: Industry, segment, contract value, region.
- Product configuration: Features purchased, integrations required, customization level.
- Timeline targets: Desired go-live dates, critical launch windows, resource availability.
- Engagement signals: Adoption speed, sentiment, or expansion intent.
How Adaptation Works
| Step | Logic | Result |
|---|---|---|
| Attribute detection | Reads customer metadata | Identifies segment-specific needs |
| Phase adjustment | Adds/removes phases or tasks | Plan matches scope and complexity |
| Timeline calibration | Shifts due dates and cadence | Schedule aligns with customer commitments |
| AI prompt tuning | Updates instructions and tone | Agents deliver relevant guidance |
Deploying Adaptive Templates
Configure Rules
Set conditions that map customer attributes to plan variations (e.g., enterprise vs. SMB timelines).
Define Variable Components
Mark tasks, documents, and automations that should adjust when rules are met.
Test Scenarios
Preview the template using sample customer profiles to verify the adaptations.
Apply to Live Projects
Use the template during portal creation; the system personalizes the plan instantly.
Monitor Outcomes
Review performance data to validate that adaptations deliver desired results.
Optimization Tips
Keep rules transparent
Document adaptation logic so teams understand why plans differ and can explain adjustments to clients.
- Start with high-impact variations (e.g., enterprise security steps) before adding granular rules.
- Iterate based on feedback from success managers and clients.
- Combine with automation to trigger different follow-up sequences per variation.
Advance to Governed Publishing to manage template quality as adaptations evolve.