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Getting Real with AI
What use cases are actually practical and actionable?
www.getalignai.com
1
Nick Woo
AlignAI
Operational Partner
Helping enterprises
get value from AI
quickly and safely.
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI Hub
Intelligently manage
use cases, employee
workflows and the
global view of
adoption & controls
in one place for
AI Solutions.
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AI Projects
AI Standards
and Policies
Value
Governance
Intelligence Engine
Adoption
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
What exactly is GenAI?
Artificial
Intelligence
Machine
Learning
Deep
Learning
GenAI
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
How did we get here?
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
What AI/ML Solutions Do
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
7
Machine Learning is an approach to learn
complex patterns from existing data to make
predictions on new data.
Existing
Data
Machine
Learning
Model
New
Data
Predict
What is the process
to do the work?
Why do the work?
How do I execute?
Who does the work?
Tools
Roles
Frameworks
Concepts
AlignAI
Core Elements of How We Work
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
Trawling for Use Cases = Less Effective
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
Feasibility
Value
Capabilities
Use Cases
Balancing Value with Feasibility
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
Anatomy of an AI Use Case:
1. Business Problem
2. Data
3. Training
4. Model
5. Accuracy Metrics
6. UX/UI
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
11
AlignAI
AlignAI
We must start with objectives
What do you want? Why do you want it?
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
Aligning AI strategy to company strategy
Operational & Organizational
Integration
ROI Realization
AI & Data Feasibility
Piloting
Use Cases
Prioritization
Company Strategy &
Priorities
ROI Potential
AI Adoption
1
2
3
4
KPIs
Metrics
Opportunities
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
Key questions to ask about use cases
● Are you making these decisions already today? How?
● How repeatable are the scenarios in which you make those
decisions?
● Are there are very specific edge cases that make a big
impact on the decision making process?
● What is the risk profile of wrong outputs?
● How available and complete is necessary data?
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
15
Garbage
Data
Garbage
Results
Powerful Machine
Learning Models
AlignAI
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
We did not capture data for machines to learn, we captured it for us
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
Common AI Use Cases
17
Enterprise
Consumer
Automated decision
making for internal
stakeholders to level up
the organization’s
abilities.
Embedded in products
to improve customer
satisfaction and
product benefits.
E.g. Compliance email
classification
E.g. Netflix
recommendation engine
AlignAI
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
Common GenAI Use Cases
18
Financial Commentary
and Presentations
Generating recurring
financial reports,
automatically importing
data into templates,
automatically generating
insights from data.
Gathering Market
Intelligence
Leveraging public data to
create market insights,
generating competitive
intelligence and customer
insights for specific
criteria/ regions/ personas.
AlignAI
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
19
Managing
Docs/Contracts
Generating documents &
contracts, focusing on
non-standard terms,
identifying
revenue-related clauses,
and quickly searching
for relevant information.
Producing Insights
from Data
Analyzing mass amounts
of data in sources like
Excel / CRM / ERP.
Leveraging for decisions
about pricing /
performance issues &
critical workflows.
Detecting
Anomalies/Fraud
Detecting errors,
spotting fraud by
analyzing trends &
anomalies, improving
prevention through
ongoing transaction
monitoring.
Common GenAI Use Cases
AlignAI
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
20
3 Main GenAI Capabilities Today
1. Making online interactions conversational
(e.g., conversational journeys, customer service automation,
knowledge access)
1. Making complex data intuitively accessible
(e.g., enterprise search, product discovery and recommendation,
business process automation)
1. Generating content at the click of a button
(e.g., creative, document generation, developer efficiency)
AlignAI
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
21
In general, AI is better suited for…
✔ Recommending content
✔ Predicting future events
✔ Personalizing experiences
✔ Recognizing and classifying content
✔ Understanding natural language
✔ Detecting infrequent occurrences (outliers)
AlignAI
When to Use AI
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22
Necessary? Cost Effective?
AlignAI
Additional Characteristics
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
23
It’s repetitive
The cost of wrong
predictions is cheap
It’s at scale
AlignAI
When to (not) Use AI
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
24
Unethical
Simpler solutions
do the trick
Not cost effective
AlignAI
AlignAI
Where can AI/GenAI go wrong?
How are humans
wrong today?
What is the cost of
being wrong?
How can humans
be manipulated?
Errors Impact Security
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
When it is wrong, it may cause potential…
Reputational harm
Physical harm
Ethical violations
Environmental damage
Financial risks (regulatory fines, customer churn)
Manipulation risk (threat actors)
Data privacy & sensitivity exposure
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
Stakeholders - Cross Functional Collaboration
HR
Legal &
Proc.
LOB & Ops
CISO &
Risk
EDO &
EAO
PMO
AICOE/AI Task Force
Product
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
AlignAI
Prioritization Criteria of Use Cases
Criteria High Medium Low
Value
• Significant impact on business goals or
KPIs
• Addresses a critical pain point or
creates a new opportunity
• High ROI potential
• Moderate impact on business goals or
KPIs
• Addresses a relevant pain point or
creates a potential opportunity
• Moderate ROI potential
• Limited impact on business goals or
KPIs
• Addresses a minor pain point or creates
a small opportunity
• Low ROI potential
Feasibility
Complexity of Solution
• Clear path to implementation with
existing resources and expertise
• Minimal technical challenges
• Low risk of failure
• Implementation requires some
additional resources or expertise
• Some technical challenges can be
overcome with moderate effort
• Moderate risk of failure
• Implementation requires significant
resources or expertise
• Major technical challenges present
• High risk of failure
Data
• High-quality reliable and secure data
readily available
• Technical infrastructure can support
data processing and storage needs
• Data quality or availability needs
improvement
• Technical infrastructure may require
upgrades or adjustments
• Poor data quality or availability
• Technical infrastructure inadequate for
the project
Security
• Data complies with relevant regulations
and privacy standards
• Some data security or compliance
concerns exist
• Major data security or compliance risks
present
Technical Solution
• Open-source solution readily available
and cost-effective
• Requires less technical expertise and
resources
• Faster time to market
• Bought solution is cost effective, but
open-source is feasible
• Provides higher performance and
scalability potential
• Requires more technical expertise and
resources
• Bought solution is the only viable
solution due to specific needs (approval
required)
• Requires significant technical expertise
and resources
• Longest time to market
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
Use Case Exercise
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
29
Work Task/AI Solution: Identify work tasks that could be supported by an AI solution
Underlying Data:
Risk & Compliance:
UX/UI:
Outline goals & data that an AI solution would need access to
Design how you would interact with the AI solution in your flow of work
Define potential risks, errors, impact & security considerations
Potential AI Use Case
AlignAI
Important Takeaways
Opportunity to augment
decisioning and create
efficiencies
Provide clear objectives,
clearly define risks, and
monitor outcomes
High quality data and domain
context will elevate AI’s
outcomes
The content of this presentation is confidential. Do not share without explicit permission of AlignAI.

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Getting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAI

  • 1. Getting Real with AI What use cases are actually practical and actionable? www.getalignai.com 1 Nick Woo AlignAI
  • 2. Operational Partner Helping enterprises get value from AI quickly and safely. The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 3. AlignAI Hub Intelligently manage use cases, employee workflows and the global view of adoption & controls in one place for AI Solutions. The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 4. AI Projects AI Standards and Policies Value Governance Intelligence Engine Adoption The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 5. AlignAI What exactly is GenAI? Artificial Intelligence Machine Learning Deep Learning GenAI The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 6. AlignAI How did we get here? The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 7. What AI/ML Solutions Do The content of this presentation is confidential. Do not share without explicit permission of AlignAI. 7 Machine Learning is an approach to learn complex patterns from existing data to make predictions on new data. Existing Data Machine Learning Model New Data Predict
  • 8. What is the process to do the work? Why do the work? How do I execute? Who does the work? Tools Roles Frameworks Concepts AlignAI Core Elements of How We Work The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 9. AlignAI Trawling for Use Cases = Less Effective The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 10. AlignAI Feasibility Value Capabilities Use Cases Balancing Value with Feasibility The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 11. Anatomy of an AI Use Case: 1. Business Problem 2. Data 3. Training 4. Model 5. Accuracy Metrics 6. UX/UI The content of this presentation is confidential. Do not share without explicit permission of AlignAI. 11 AlignAI
  • 12. AlignAI We must start with objectives What do you want? Why do you want it? The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 13. AlignAI Aligning AI strategy to company strategy Operational & Organizational Integration ROI Realization AI & Data Feasibility Piloting Use Cases Prioritization Company Strategy & Priorities ROI Potential AI Adoption 1 2 3 4 KPIs Metrics Opportunities The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 14. AlignAI Key questions to ask about use cases ● Are you making these decisions already today? How? ● How repeatable are the scenarios in which you make those decisions? ● Are there are very specific edge cases that make a big impact on the decision making process? ● What is the risk profile of wrong outputs? ● How available and complete is necessary data? The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 15. The content of this presentation is confidential. Do not share without explicit permission of AlignAI. 15 Garbage Data Garbage Results Powerful Machine Learning Models AlignAI
  • 16. The content of this presentation is confidential. Do not share without explicit permission of AlignAI. AlignAI We did not capture data for machines to learn, we captured it for us The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 17. Common AI Use Cases 17 Enterprise Consumer Automated decision making for internal stakeholders to level up the organization’s abilities. Embedded in products to improve customer satisfaction and product benefits. E.g. Compliance email classification E.g. Netflix recommendation engine AlignAI The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 18. Common GenAI Use Cases 18 Financial Commentary and Presentations Generating recurring financial reports, automatically importing data into templates, automatically generating insights from data. Gathering Market Intelligence Leveraging public data to create market insights, generating competitive intelligence and customer insights for specific criteria/ regions/ personas. AlignAI The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 19. 19 Managing Docs/Contracts Generating documents & contracts, focusing on non-standard terms, identifying revenue-related clauses, and quickly searching for relevant information. Producing Insights from Data Analyzing mass amounts of data in sources like Excel / CRM / ERP. Leveraging for decisions about pricing / performance issues & critical workflows. Detecting Anomalies/Fraud Detecting errors, spotting fraud by analyzing trends & anomalies, improving prevention through ongoing transaction monitoring. Common GenAI Use Cases AlignAI The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 20. 20 3 Main GenAI Capabilities Today 1. Making online interactions conversational (e.g., conversational journeys, customer service automation, knowledge access) 1. Making complex data intuitively accessible (e.g., enterprise search, product discovery and recommendation, business process automation) 1. Generating content at the click of a button (e.g., creative, document generation, developer efficiency) AlignAI The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 21. The content of this presentation is confidential. Do not share without explicit permission of AlignAI. 21 In general, AI is better suited for… ✔ Recommending content ✔ Predicting future events ✔ Personalizing experiences ✔ Recognizing and classifying content ✔ Understanding natural language ✔ Detecting infrequent occurrences (outliers) AlignAI
  • 22. When to Use AI The content of this presentation is confidential. Do not share without explicit permission of AlignAI. 22 Necessary? Cost Effective? AlignAI
  • 23. Additional Characteristics The content of this presentation is confidential. Do not share without explicit permission of AlignAI. 23 It’s repetitive The cost of wrong predictions is cheap It’s at scale AlignAI
  • 24. When to (not) Use AI The content of this presentation is confidential. Do not share without explicit permission of AlignAI. 24 Unethical Simpler solutions do the trick Not cost effective AlignAI
  • 25. AlignAI Where can AI/GenAI go wrong? How are humans wrong today? What is the cost of being wrong? How can humans be manipulated? Errors Impact Security The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 26. AlignAI When it is wrong, it may cause potential… Reputational harm Physical harm Ethical violations Environmental damage Financial risks (regulatory fines, customer churn) Manipulation risk (threat actors) Data privacy & sensitivity exposure The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 27. AlignAI Stakeholders - Cross Functional Collaboration HR Legal & Proc. LOB & Ops CISO & Risk EDO & EAO PMO AICOE/AI Task Force Product The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 28. AlignAI Prioritization Criteria of Use Cases Criteria High Medium Low Value • Significant impact on business goals or KPIs • Addresses a critical pain point or creates a new opportunity • High ROI potential • Moderate impact on business goals or KPIs • Addresses a relevant pain point or creates a potential opportunity • Moderate ROI potential • Limited impact on business goals or KPIs • Addresses a minor pain point or creates a small opportunity • Low ROI potential Feasibility Complexity of Solution • Clear path to implementation with existing resources and expertise • Minimal technical challenges • Low risk of failure • Implementation requires some additional resources or expertise • Some technical challenges can be overcome with moderate effort • Moderate risk of failure • Implementation requires significant resources or expertise • Major technical challenges present • High risk of failure Data • High-quality reliable and secure data readily available • Technical infrastructure can support data processing and storage needs • Data quality or availability needs improvement • Technical infrastructure may require upgrades or adjustments • Poor data quality or availability • Technical infrastructure inadequate for the project Security • Data complies with relevant regulations and privacy standards • Some data security or compliance concerns exist • Major data security or compliance risks present Technical Solution • Open-source solution readily available and cost-effective • Requires less technical expertise and resources • Faster time to market • Bought solution is cost effective, but open-source is feasible • Provides higher performance and scalability potential • Requires more technical expertise and resources • Bought solution is the only viable solution due to specific needs (approval required) • Requires significant technical expertise and resources • Longest time to market The content of this presentation is confidential. Do not share without explicit permission of AlignAI.
  • 29. Use Case Exercise The content of this presentation is confidential. Do not share without explicit permission of AlignAI. 29 Work Task/AI Solution: Identify work tasks that could be supported by an AI solution Underlying Data: Risk & Compliance: UX/UI: Outline goals & data that an AI solution would need access to Design how you would interact with the AI solution in your flow of work Define potential risks, errors, impact & security considerations Potential AI Use Case
  • 30. AlignAI Important Takeaways Opportunity to augment decisioning and create efficiencies Provide clear objectives, clearly define risks, and monitor outcomes High quality data and domain context will elevate AI’s outcomes The content of this presentation is confidential. Do not share without explicit permission of AlignAI.