Current engagement
AI-enabled Sales Review Operations
Discovery and AI system design for a sales-review process that depended on a few individuals, starting from the whole existing process rather than the AI model alone.
Context
A client's sales-review operation was being improved with AI. The request began as evaluating a change of AI model.
Problem
Sales review work depended on a few individuals, which made it hard to run continuously.
My Role
Discovery, business analysis and AI system design.
What I Found
The problem was not the AI model alone. The input forms, the analysis steps and the way feedback was given had also become dependent on individuals.
Key Decisions
Before changing the AI model, organize the current process, input items and feedback flow first, rather than start from the model comparison the request asked for.
What I Did
- Interviewed the people who run the process.
- Mapped the business flow.
- Analyzed how the input forms had been filled in.
- Sorted the work into what to keep, what to review and what to automate.
Outcome / Current Status
Current stage
The work that should be organized before automation, and what to validate next, are now clear. The client engagement remains in progress; this is not a completed AI system.
Public scope
This note describes the work at process and design level. Client-specific details remain confidential.