DATA + AI STRATEGY WORKSHOPS

  • Project Industry: Financial sector

  • Functional topic: Data & AI use cases for financial sector

  • Collaborators: Account executive, Solution engineer, Architect specialist, customer executive sponsor

  • Duration: 2 months

  • My role: Lead engagement manager, Innovation specialist, Team lead

00. Context

Talking about data and AI in enterprise applications can be complex, even for digitally advanced companies. Challenges often arise from integrating customer data and aligning it with existing technology architecture. A key issue is bridging the gap between IT and business teams, who have different priorities and ways of communicating.

When introducing technologies like data harmonization and AI, alignment becomes crucial. We wanted to be involved from the outset to help close this gap, ensuring both teams work together toward successful adoption.

01. Project objective

Developing a self-service toolkit that allows account teams could leverage with minimal effort. The toolkit should empower teams to qualify engagements, co-create solutions, align strategies, and deliver tailored use cases for each customer.

02. Approach

We identified that the first step of the project was to launch a workshop aimed at quickly shaping the toolkit elements, following a “fail fast” approach.

To kick off, we brainstormed the essential components needed to build this first iteration, including securing a customer to collaborate with us. We were deliberate in designing the session to ensure the customer gained value from their time.

We crafted a detailed agenda, speaker sessions, pre-built use cases, and materials for the working sessions.

Overview of activities and tools for data + AI engagement

03. Results

The workshop successfully brought together both business and IT teams to co-create use cases, providing us with valuable insights and highlighting additional components needed for the toolkit moving forward.

Some of the components are listed below

  • Overview of activities and tools for data + AI engagement

    • Outlining internal and customer activities, along with links and deck for each stage of the process

    • Conversational guidance to qualify customer readiness

    • Sugested agendas and timelines for each activity

  • Workshop toolkit materials

    • Printable boards for workshop co-creation

    • Workshop agenda, workshop presentation deck, and guidance activities and templates to define speakers and prebuilt use cases

  • Future state concept templates

    • Template to download workshop ideation to refined concepts

Workshop toolkit materials

Future state concept templates