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Your Partner for AI Adoption

Begin with an AI Audit

1. Governance and Strategy
2. AI Literacy
3. Software Capability Audit
4. Outcome/Results Register
5. Documentation and Reporting

AI Adoption Focus Areas

AI for People Management

  • Intuitive Employee Assistance
  • Automated Onboarding
    • Convert New Hires to Employees
    • Automated Onboarding Process
  • Automated Performance Queries
  • Analytics and Insights
    • Time to Hire
    • Quality of Hire
  • Optimize Resource Allocation
  • Optimize Workloads
  • Intelligent Candidate Matching
  • Effective Resume Parsing
  • Chatbot Assistant
  • Intuitive Candidate Search
  • Public Source Scraping
  • Skill Assessment (Intuitive Scoring)
  • AI Summation of Project Data
  • AI Task Generation
  • Generate Project Descriptions and Summaries
  • Natural language queries
  • Paraphrase and rephrase to improve project content clarity and tone
  • Identify potential roadblocks or delays
  • Analyze comments to spot common themes or issues
  • Optimize project performance
  • Predictive Analytics based on project data and/or user actions
  • Chat via text or voice to retrieve information, perform tasks, get insightshat via text or voice to retrieve information, perform tasks, get insightshat via text or voice to retrieve information, perform tasks, get insights
  • Intelligently fetch  relevant data, figures, reports, and charts
  • Voice commands to ask questions, create reminders, take notes, or update records
  • Predictions and Insights
    • Sales predictions
    • Churn Prediction
    • Anomaly Detection
  • Personalization and Recommendation
    • Next best action
    • Best time to contact
    • Assignment Suggestions
  • Content generation, summation and language refinement
  • AI-driven Insights for contextual and actionable narratives in textual and visual formats
  • Conversational Analytics
  • Find public data-sets more easily
  • Create formulas and SQL queries using natural language
  • Generate relevant and accurate query responses
  • Intelligent and automated insights
    • Diagnostic Analytics bringing decision intelligence
    • Query in other languages
    • trigger actions and build custom data models
    • Engaged conversations within IM channels like MS Teams to generate faster and more contextual insights
  • AI-Powered automated generation of Metrics, Reports, and Dashboards
  • Predictive AI Capabilities
    • Forecasting trend analysis
    • Anomaly detection and alerting
    • Clustering
    • What-if analysis
  • Data Science and Machine Learning (DSML) Studio
    • No-code assistant enabling users to build custom models with features like:
      • Feature engineering
      • Hyperparameter tuning
      • Model analysis and comparison
  • Code Studio
    • Develop custom models and functions
    • Import models from other sources
    • Use code suggester for accelerated development

AI for Customer Engagement

  • AI Assistance
    • Fetch contact information through text or voice queries
    • Update notes and records via voice inflection
    • Predict sales outcomes and win probabilities
    • Detect anomalies in sales data and activities
    • Automate routine tasks and workflows
    • Social media listening and monitoring
  • Predictive Analytics
    • Sales forecasting based on historical data
    • Lead scoring to identify high-potential prospects
    • Automated replies and follow-ups to keep leads engaged
    • Churn prediction to prevent customer loss proactively
    • Custom prediction models
  • Intelligent Automation
    • Suggesting and creating custom workflows based on activity patterns
    • Automating time-consuming tasks with AI-generated macros
    • Assigning leads/contacts to the most suitable reps automatically
  • Personalization and Recommendations
    • Suggesting action to strengthen customer relationships
    • Recommend products for cross-selling or upselling
    • Determine the best time to contact
  • Natural Language Processing for:
    • Analyzing customer interactions, emails and chat logs
    • Sentiment analysis to prioritize urgent communications
    • Automated capture of activities
  • Sales Predictions and Insights
    • Prioritize high-probability opportunities
    • Filter on the most promising leads
    • Optimize Resource Allocation
    • Detect anomalies in sales trends and deviations
  • Intelligent Lead Management
    • Auto-route leads to the most qualified reps
    • Enrich lead data by scraping public sources
  • Personalized Customer Interactions
    • Ideal time to contact
    • Cross-selling/upselling suggestions
    • Predicts likelihood for repeat purchases
  • Marketing Optimization
    • Campaign Performance Analysis
    • Custom Segmentation
    • Sentiment analysis
  • Conversational Interface
    • Quickly create records, schedule meetings, etc.
  • Predict outcomes of sales/marketing activities
  • Intelligent Ticket Routing
  • Automated Interaction Summaries
  • Suggested Responses with customized ton, length and structure
  • Sentiment Analysis
  • Predicted Anomalies in ticket patterns and metrics
  • Forecasting of ticket volumes and trends to better allocate resources
  • Conversational AI to quickly identify and retrieve key information
  • Smart Summarization of notes and documents
  • Workflow automation with AI context for issue resolution processes
  • Macro Suggestions for repetitive tasks
  • Attendee Engagement
    • AI-powered networking to facilitate meaningful connections among attendees matching profiles and interests
    • Real-time chat, polling, Q&A and emoji reations enhance engagement during virutal and hybrid events
  • Analytics and Insights
    • Deep insights into event metrics, attendee behaviour and overal event success
    • Event effectivenss through tracked registrations, attendance, survey responses and other key performance indicators
  • Automation
    • AI automation of repetitive tasks like emial, attendee check-ins, badge printing, etc.
    • Lead prediction and followups
    • Social media listening and monitoring
  • AI-Powered Transcriptions
  • Auto-Generator Keynotes
  • AI-Assisted Analytics
  • Lead and Deal Prediction
  • Voice Assistance
  • Macro-Suggestions
  • AI Enhanced Data Management

AI for Back-Office Processes

  • Intelligent insights and automation across various processes
  • Smart Predictions and Suggestions
  • Automated Data Entry and Categorization
  • Advanced Analysis and Reporting
  • Intelligent Dashboards
  • Predictive Analytics
  • Automated Workflows
  • Smart Automation Rules
  • Intelligent Document Processing
  • Fraud Detection and Compliance
  • Personalized Insights
  • Smart Inventory Forecasting
  • Automated Reordering
  • Intelligent SKU Generation
  • Anomaly Detection
  • Dynamic Pricing Optimization
  • Predictive Analytics
  • Smart Barcode Scanning
  • Intelligent Package Geometry Optimization
  • Intelligent Organization and Search
    • Tag based on content
    • Natural language queries
  • Automated Data Extraction
  • Content Analysis
    • Extract key information like topics, entities, sentiment
  • Version Control and Collaboration
    • Ease of rollback to previous versions
    • Suggest relevant collaborators based on document content and user activity
  • Security and Access Control
    • Detect sensitive information in documents and apply appropriate restrictions and security measures
  • Workflow Automation
    • Document analysis for process improvements
    • Automate repetitive tasks like routing for approvals
  • Predictive Analytics
    • Document usage patterns
    • Determine which documents may be needed in future
    • Proactive filtering
  • Precision Agriculture
    • Crop Monitoring
    • Optimized Inputs
    • Smart Irrigation
  • Predictive Analytics
    • Yield Prediction
    • Pest and Disease Management
    • Market Intelligence
  • Sustainability Metrics
    • Carbon Tracking
    • Resource Efficiency
    • Sustainability Reporting
  • Continuous Improvement
    • Adaptive Algorithms
    • Localized Solutions
  • Predictive Analytics
  • Computer Vision
  • Natural Language Processing
  • Custom AI Modeling
  • AI-Assisted Data Enrichment
  • Automated Insights

Optimize Your Business in ≤ 3 Months with Hands-On Coaching
 to Integrate AI Tools and Strategies



Includes per/Organization:

• A Weekly Private Engagement with an AI Adoption Partner/Advisor Specialist

• Hands-On Migration Assistance

• Ongoing 24x7 support through a dedicated messaging platform

• 50+ AI Powered ERP Tools and Applications

Program Highlights

FOUNDATION AND ASSESSMENT

Kickoff and Goal Setting

AI Basics and Software Introduction
  • Review AI concepts
  • AI Assistant
  • AI-Power Search
  • Generative AI Capabilities
  • Automated Analysis
  • Predictive Analytics
AI STRATEGY DEVELOPMENT

AI Use Case Identification
  • Use Analytics to analyze business processes and identify potential AI applications
  • Conduct brainstorming sessions to discuss and prioritize use cases

Determine Priority AI Workflows   

Select from AI Focus Areas (below)
AI INTEGRATION AND EXPLORATION

AI Fundamentals
  • Showcase AI capabilities across software apps
  • Set up AI software tools and application

AI-Powered User Experience
  • Explore AI features and capabilities
  • Prioritize AI features for implementation
  • Provide hands on training for participants on AI for conversation summaries, knowledge base crawling, sentiment analysis and other processes
AI-ENHANCED MARKETING AND CONTENT CREATION (OR Select other focus area)

Social Media AI Integration
  • Generate social content using AI with suggested hashtags, optimizing posts
  • Create AI-powered social media campaigns

AI-Driven Content Management
  • Explore AI for generating and optimizing webpage content
  • Develop AI-enhanced marketing materials

AI BUSINESS INTELLIGENCE and AUTOMATION (OR Select other focus area)

Data Analysis and Visualization
  • Use AI capabilities to create insightful dashboards and reports
  • Conduct a workshop on AI-driven decision-making

Workflow Automation
  • Implement AI-powered automation
  • Create custom functions to enhance business processes
AI ADOPTION AND FUTURE PLANNING

AI Adoption Metrics and Evaluation
  • Track and measure AI adoption across the organization
  • Conduct surveys to gather feedback on the AI implementation

Future AI Roadmap
  • Develop a long-term AI strategy using insights gained from the program
  • Present final AI adoption plans and outcomes

Our Team and Associates

Dianne Clark, PMP - CEO

Chief Business Strategist
Digital Operations Coach/Consultant

Eryn Billings

Digital Strategy + Business
Communications Specialist

Renee Christensen, BA

Digital Strategy Consultant
Project Management, Digital Arts

Kathryn Renton, MA, MLCert

ML/AI Engineer
Senior Data Scientist

Neil Cosby, CHRL, MBA

Human Resources Consultant
Infrastructure + Reorganization

Hilda Gan, RN, MHSc, CHRL

Work Culture and HR Expert
Author, Speaker, Trainer