Table of Contents

The Approach

Discovery & Assessment

Phase 1

1. Executive Alignment: Secure C-level buy-in on vision, objectives, and success metrics.
2. Stakeholder alignments: Align and facilitate workshop with relevant stakeholders.
3. Business Process Mapping: Identify pain points and desired future state processes.
4. Data Assessment: Inventory available data sources and assess their relevance.
5. Feasibility Study: Evaluate existing infrastructure and potential integration points. Guage HLD & LLDs.

---

Solution Design & Validation

Phase 2

1. AI Model Development: Select and develop AI models for demand forecasting, inventory optimization, and procurement.
2. Scenario Modelling: Test AI model performance under various scenarios.
3. Proof of Concept (POC): Implement a limited-scope POC to validate the AI model's effectiveness.
4. Integration Design: Expand the testcases to scalable architecture for integration with existing systems.
5. UI/UX Design: Refine the intuitive interface for user interaction and insights.

---

Implementation & Optimization

Phase 3

1. Phased Rollout: Implement the AI system working models to pre-prod and validate and roll-out to prod in sprints.
2. Change Management: Address potential resistance and ensure user adoption through training and support.
3. Performance Monitoring: Continuously monitor KPIs and gather user feedback and improve.
4. Model Refinement: Regularly retrain AI models with new data and incorporate learnings.
5. Reiterate & Optimize

Other notes and ideas

• normally you won't meet with C-suite for more than 1 hour (no matter who you are)
• CFO, CTO, CEO
• CFO etc won't care about the details
• so identify who else you need to talk to (find out who you need to talk to in order to gather information)
• you shouldn't want to build something that isn't of value to them (so even ask them why they think they need Gen AI in the first place.

How much time would this process take?

• Once you have determined the key people to gather the primary information, and their locations etc. you will be able to define the scope.
• often people will push you on the time, but this is dangerous. Don't make the mistake of commiting, even with a ball park time frame. Take the time to explain that you don't know what you don't know.
• ^ part of having the 'executive presence' is about making sure the client knows why you are not giving a commitment on time right now.