The document describes a cognitive assistant application called ToDoNow that helps sales professionals manage their tasks and priorities. It analyzes emails, calendar events, location and other data to recommend the most important tasks to focus on at specific times and locations. It can recommend tasks for when users are in the office, traveling, or on phone calls. It aims to help users focus on deep engagement with high priority tasks and customers instead of getting distracted by less important tasks. It demonstrates scenarios where the app provides recommendations for tasks and meetings based on travel plans, helps document phone call details, and suggests reading materials during commute times.

1. Mail+ Calendar + Tasks
+
Phone Calls + Location + Travel
+
IBM WATSON
ToDoN w!
Recommends Right tasks @ Right time @ Right place

2. Target Audience for the Application
• Any Professional in a Customer Facing Role and handling multiple
projects/opportunities at any given time
• Typical Responsibilities of a Tech-Sales IBMer:
• Contribution to Deals/Revenue
• Opportunity Identification
• Ecosystem/Business partner Enablement
• Ensure successful Product Deployments for Customer
• Geo-expansion activities with Target Partners/Customers
• PoTs/PoCs/Demos/Webinars/Conferences/Booths/Evangelizing
• Social/Community/Blog Contribution, Assets creation, Knowledge Sharing
• Goodwill Customer Engagement for any CritSit.
• Continuous Technical Skill Upgrade, Internal Company Trainings, Certifications
• SalesConnect, Cadence Calls, Documentation
• Travel Arrangements, Hotel Bookings, Cab booking, Expense Bill Submission…

3. Problem Statement: Priority vs Focus
• Even after spending 10 – 14 hours per day for Office, Customer Meetings,
Phone Calls, we face use these statements very frequently:
• I was too busy, couldn’t get time to reply (Time required: 15 min.)
• I was too busy, couldn’t follow up with Partner (Time required: 5 min.)
• I couldn’t get time to meet Customer since last 1 month due to my hectic schedule..
(Though I have visited the nearby location 3 times last month)
• What’s wrong ?? Are we not working hard… ?
• Yes, we are, but… Focusing on few important deep engaging Task(s), reduces our
ability to Recall other less priority task at right time.
• If we keep reviewing our Action items, then we lose Focus at the ongoing activity.
• Solution:
• A Cognitive System which can learn our Work Style pattern and recommend tasks
when most appropriate.. i.e. what I should be doing NOW !

4. Focus on what’s most important Right Now
• A Messaging System Add-on/Mobile App, which can:
• Recommend what should I be doing in Office
• Recommend what I need to complete before next meeting
• Recommend how much I am actually occupied, while my Calendar may show
only single Customer meeting.
• Recommend whether I can accept More work for today or Not
• Recommend Roadmap for preparation of Each Customer meeting
• Dynamically adjust to changes in schedule
• Help with Meeting Minutes for Voice Calls
• Provide Summary of Pending Action Items with the person on Phone Call
• Auto create Phone Call entries in SalesConnect/CRM Tool

5. Demo Scenarios

6. IBM Verse
User receives Email in IBM Verse Client.

7. IBM Verse
ToDoNOW! identifies Action items in the email

8. IBM Verse
ToDoNow! Recommendations Timeline: Due in 2 weeks
Customer: Airtel (90%), Infosys (35%) change
Project: Project Greenwell (95%), Messaging RFP (25%) change
Tasks:
 Customer Meeting
 Gurgaon +Add Customer Location
 Delhi
 Phone Call
 Customer
 Samantha +Add other Team members
 WW Team (US Hours)
 Prepare for Meeting
 Read Documentation (On the Way)
 Presentation (Office)
 Proposal (Office)
 Team Meeting (Office)
 Manager Consent (Phone) Confirm
Click the suggested Action, it’ll recommend Tasks
based on User behavior and Project History.

9. ToDoNow! Recommendations Timeline: Due in 2 weeks
Customer: Airtel (90%), Infosys (35%) change
Project: Project Greenwell (95%), Messaging RFP (25%) change
Tasks:
 Customer Meeting
 Gurgaon +Add Customer Location
 Delhi
 Phone Call
 Customer
 Samantha +Add other Team members
 WW Team (US Hours)
 Prepare for Meeting
 Read Documentation (On the Way)
 Presentation (Office)
 Proposal (Office)
 Team Meeting (Office)
 Manager Consent (Phone)
Customer
Recommendation
Project
Recommendation
Task
Recommendation
• Customer Location
• Team Members
• Activities
• Task Feasibility
• Office
• On the Way
• Customer Location
Using Watson Magic!
Recommendations based on Mail content
Confirm

10. Not prepared for Random
incoming call ?
• Scenario:
• User receives a call from Samantha
• Normal Scenario:
• User don’t have all the discussion items
handy, so will discuss what Samantha
will ask.
• If busy in a meeting/work, then won’t
get time to document phone discussion
and action items agreed.
• The efforts on such phone calls go
undocumented.
Samantha

11. ToDoNow! @ Incoming Calls
• Scenario:
• User receives a call from Samantha
• ToDoNow! Experience
• Identify User’s Phone number and display a
widget with Pending discussions with Samantha
• Create MoM button:
(Speech to Text Watson Service + Twilio Service)
• User will receive a new call and will take in
conference. Watson T2S service will document
meeting minutes
• Set Action items using preconfigured words like :
“So, action item for me is …”
• Add Activity:
• Document the Call details into Project space
ToDoNow!
• Project Greenwell discussion
• Weekly Opportunity Update
• Follow up: Pricing update for
Project Y
Create MoM Add Activity
Samantha

12. ToDoNow! @ Office
• Scenario: User reaches Office in Morning
• TodoNow! Experience
• Recommend to schedule meetings based on
Calendar and Travel plan. Since the user is
scheduled to travel to a location, recommend
what is pending to fit in the schedule
• Determine time available in office based on
next meeting’s location and Travel time
required
• Recommend Tasks to be completed in Office
based on availability of time.
•
ToDoNow! @ Office
Meeting Schedule:
Only 1 meeting today in Gurgaon
 Try Apollo meeting in GGN
 Meet Partner XYZ in GGN
Complete Tasks:
* 2 hrs time available in Office
 Presentation: Project
Greenwell (30 min)
 Proposal: Project Y (30 min)
 RFP Compliance: Messaging
Proposal (45 min)
 Call Mayank: Cadence (10 min)

13. ToDoNow! On the Move
• Scenario: User is travelling in Cab/Flight
• ToDoNow! Experience
• App will use GPS location to determine when
User is travelling, will use Calendar schedule
to determine Destination and Travel Time
• Recommend Urgent calls to be completed
before entering Customer meeting
• Read Articles required to prepare for
upcoming meetings in next couple of days.
• Prefer Read Only activities on iPad or Phone
calls while on the Move (assuming moving in
a Cab, else can’t utilize this time)
•
ToDoNow! @ On the Move
* 40 minutes to Customer location
Phone Calls:
 Samantha: Project Y Pricing
review
 Samantha: Greenwell –
Architecture discussion
 Partner XYZ: Weekly Review
Prepare/Read:
 Project Greenwell:
CloudFoundry Architecture
 Project Y: System Requirement

14. Implementation Details

15. System Components
• Messaging Engine: IBM Verse
• Recommendation Technology:
• Alchemy API – Named Entity Extraction, Relations Extraction, Keyword Extraction,
Taxonomy
• Watson API – Natural language Classifier
• Graph Database – Storing Work Graph details
• Mobile App Components:
• IBM MobileFirst Platform
• Native Mobile capabilities: Location(GPS), Phone Call logs
• Twilio Telephony APIs
• Watson Speech to Text
• Other Integration possibilities:
• MS Exchange, Google Mail

16. Introducing Work Graph
Dynamic Graph based Mapping of
• Customers
• Contacts
• Projects
• Products
• Mails
using Watson APIs
Auto-Recommend Customer, Project,
Contacts for Each incoming Email

17. Application Flow
• Scan each Email and identify Action Items
• For Each Action Item, recommend Tasks to complete Action.
• Each Task has associated Location Category where it can be completed like
Office, Customer place, or on the way.
• All the Tasks will synchronize across all devices and will keep providing
Recommendations based on User’s Calendar, availability on Phone,
Current Location, Travel Plan.

18. Thank You!