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 Duration 7 hours

Course Outline

Discovery Prior to Development

  • Why scoping errors are a primary cause of AI deployment failures.
  • Viewing discovery as a core engineering practice.
  • Establishing time limits and clear exit criteria for discovery phases.

Analyzing Workflows

  • Observing tasks in their actual operating environment.
  • Mapping process flows, handoffs, and exception handling paths.
  • Conducting interviews with end-users, managers, and control function teams.

Evaluating Use Cases

  • Applying filters for feasibility, value, and organizational readiness.
  • Scoring and comparing a portfolio of ideas rather than focusing on a single concept.
  • Providing evidence-based reasons for rejecting certain use cases.

Value Architecture and Business Case Construction

  • Defining baselines, projected benefits, and cost-to-serve metrics.
  • Selecting metrics that meet the standards of finance and audit teams.
  • Maintaining a register of risks, compliance requirements, and dependencies.

Commitments, Milestones, and Handover

  • Formulating scope statements, documenting assumptions, and defining exclusions.
  • Setting up stage gates and defining conditions for project termination.
  • Preparing a comprehensive handover brief for the development team.

Requirements

  • Hands-on experience in customer-facing technical or delivery roles.
  • Working knowledge of business processes within at least one specific industry.
  • Proficiency in spreadsheets and document creation for modeling and reporting.

Target Audience

  • Forward-deployed engineers and solution consultants.
  • Pre-sales specialists and solution architects.
  • Product owners and delivery leads involved in AI initiatives.
  • Transformation leads evaluating an AI portfolio.

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