ProgramsGraduate Business Analytics Consulting Program (Fall 2024)ProjectsScaling B2B AI

Project Title: Scaling B2B AI

Wand Synthesis AI

Details
Project Title Scaling B2B AI
Project Topics Customer Service & Account Management Data Management Digital Marketing Growth Strategy Marketing Mergers & Acquisitions Operations PR & Communications Purchasing, Logistics, Supply Chain Quality Control Reporting, Financial Planning & Analysis Research & Development Sales & Business Development Talent Management
Skills & Expertise Executive Virtual Assistance General Virtual Assistance Legal Virtual Assistance Management Consulting Market Research
Project Synopsis: Challenge/Opportunity
Knowledge workers spend 30 to 40% of their day looking for and analyzing data. We reduce this effort to zero.
Project Synopsis: Activities/Actions Required
Produce hundreds of predefined use cases and workflows by function (finance, ops, marketing, sales, risk, etc.) and industries (financial services, insurance, tech, telco, FMCG, etc.).
Project Synopsis: Expected Results
Produce high value use cases and workflows:

Here are a few examples of what we expect as deliverables. But we would like the students to come up with their own B2B use cases as well.

Create use cases in Wand.ai and produce 2' to 2'30" videos of these use cases: describe the problem, how they used Wand to solve the problem, and what are the unique things that they could accomplish using Wand.

Market opportunity analysis
Identify a tech company and their top competitors, create a competitive analysis, compute overall TAM, build a predictive model to predict what percentage of the TAM the tech company will have a year from now.

Client Support/Customer Success

Identify a tech company, gather customer complaints from email communications, surface a specific complaint from a client as well as the ways/documentation associated with resolving that complaint, record the call between the agent and the client, grade the quality of the engagement and the customer's satisfaction. Predict next best product.

Invoice reconciliation/Supply chain risk
Identify an oil and gas company, load suppliers' contracts and invoices as well as actual deliveries, reconcile all three and identify any discrepancies in the invoices. Create a dashboard that shows risk monitoring of top 20 suppliers and generate alerts in case of supply chain risk.

Answering RFPs
A bank is looking for a new risk and compliance platform. Create the RFP using Wand. Then switch to a vendor that will use Wand to produce the answer to the RFP and produce that answer.

Risk analysis and mitigation
An insurance company is looking to optimize the spend for their risk mitigations programs. Create an optimized matrix of current vs. optimized spend using Monte Carlo simulation.

Deal book creation

A banker is looking for market research and deal books in the healthtech industry in order to create a deal book to raise debt for a healthtech, Wand will be used to scan the web to produce research and access the internal knowledge base to find the most relevant deal books, and produce a customized book. Produce a legal agreement to cover the debt raise services.


Churn analysis and prediction
For a telco, load up customer data and email communications, visualize and analyze customer sentiment, predict churn, explain why customers might churn and suggest ideas to remediate.

Marketing Mix Analysis

Load various marketing expenditures (trade shows, social, SEO, etc.) and analyze the efficacy of the marketing actions/channels, optimize the expenditures moving forward.

Project Timeline

Wand Synthesis AI - Scaling B2B AI
Due Date
Activities
Deliverables
Status
Action
Thu, 08/15/24
12:00 AM UTC
Program Kickoff
No Deliverables
No deliverables are required for this action item.
Location: In Person
Asynchronous
Mon, 08/26/24
12:00 AM UTC
Student Pre-Kick-off Self-Assessment Form
Required Evaluation
Evaluation submission is required.
View
Mon, 09/09/24
12:00 AM UTC
Deep-dive on the Organization
Required Deliverable
  • Become familiar with the company’s mission, core competencies, and current portfolio and product offerings. What is their value proposition? Who are the key stakeholders?
  • What are some of the current challenges and needs for data management in the various industries Realogic is a part of?
  • Become familiar with the broad organizational structure and how data are currently managed across the organization.
  • What business decisions are the dashboard data expected to inform?
  • How are progress and success measured and benchmarked? What are the KPI’s and how are they measured, communicated, and used in strategic planning and decision-making?
Required Deliverable
Deliverable submission is required.
Guiding Questions:
  • Become familiar with the company’s mission, core competencies, and current portfolio and product offerings. What is their value proposition? Who are the key stakeholders?
  • What are some of the current challenges and needs for data management in the various industries Realogic is a part of?
  • Become familiar with the broad organizational structure and how data are currently managed across the organization.
  • What business decisions are the dashboard data expected to inform?
  • How are progress and success measured and benchmarked? What are the KPI’s and how are they measured, communicated, and used in strategic planning and decision-making?
Deliverable Instructions:
Infographic overview of the organization and project objectives (internal); questions for industry mentor; Initial thoughts on the type of data analytics that could help make the organization more data-driven.
Wed, 09/18/24
12:00 AM UTC
Student Temperature Check
Required Evaluation
Evaluation submission is required.
View
Mon, 10/07/24
12:00 AM UTC
Design prototype dashboard and data-stream
Required Deliverable
  • What types of dashboard designs meet the company’s needs?
  • Can you create a draft and define the chart type you suggest the company use?
  • What kind of relationship, composition, distribution, or comparison of data are most useful? What types of visualizations should be used in the dashboard design, and why?
  • Which KPIs should be included, and how are these expected to promote productivity and facilitate a cost-effective working environment?
  • Can you map the dataflow logic that takes into account all dashboard audiences?
Several open-ended questions we may want to answer (this is a starting point and should be defined iteratively)
  • Operations: How does the various work distribute between employees, both in terms of handling Crelate (recruiting activities) and in terms of using calls and messages (through RingCentral?). Ideally we could see a method to track effectiveness.
  • Operations: Can we track the effectiveness of our recruiting process?
  • Social Media: How are our engagement levels looking, month to month, across every criteria - likes, shares, comments - for every one of the pages? What seems to affect engagement? 
Required Deliverable
Deliverable submission is required.
Guiding Questions:
  • What types of dashboard designs meet the company’s needs?
  • Can you create a draft and define the chart type you suggest the company use?
  • What kind of relationship, composition, distribution, or comparison of data are most useful? What types of visualizations should be used in the dashboard design, and why?
  • Which KPIs should be included, and how are these expected to promote productivity and facilitate a cost-effective working environment?
  • Can you map the dataflow logic that takes into account all dashboard audiences?
Several open-ended questions we may want to answer (this is a starting point and should be defined iteratively)
  • Operations: How does the various work distribute between employees, both in terms of handling Crelate (recruiting activities) and in terms of using calls and messages (through RingCentral?). Ideally we could see a method to track effectiveness.
  • Operations: Can we track the effectiveness of our recruiting process?
  • Social Media: How are our engagement levels looking, month to month, across every criteria - likes, shares, comments - for every one of the pages? What seems to affect engagement? 

Deliverable Instructions:
Prototype Dashboard and Dataflow Map
Wed, 10/23/24
12:00 AM UTC
Temperature Check #2
Required Evaluation
Evaluation submission is required.
View
Mon, 11/04/24
12:00 AM UTC
Define Needs & Select KPI’s
Required Deliverable
  • Who will work with the KPIs featured in the dashboard? 
  • What kind of information will they need? 
  • Do you need to present your dashboard to C-level management or other employees? 
  • What technologies are used to support the dashboard?
  • Are you creating a dashboard for daily operational tasks or do you need to showcase the strategic performance of long-term goals? 
  • What is the best viable way to present the information?
  • What metrics should be presented in the dashboard?   How do they align to specific short-term objectives or more long-term goals? How do the metrics add value? 
Required Deliverable
Deliverable submission is required.
Guiding Questions:
  • Who will work with the KPIs featured in the dashboard? 
  • What kind of information will they need? 
  • Do you need to present your dashboard to C-level management or other employees? 
  • What technologies are used to support the dashboard?
  • Are you creating a dashboard for daily operational tasks or do you need to showcase the strategic performance of long-term goals? 
  • What is the best viable way to present the information?
  • What metrics should be presented in the dashboard?   How do they align to specific short-term objectives or more long-term goals? How do the metrics add value? 
Deliverable Instructions:
KPI inventory, map of goal/objectives alignment, dashboard usage map or table
Fri, 12/06/24
12:00 AM UTC
Create KPI Dashboard Template & Map of Dataflow Logistics
Required Deliverable
  • What are the most effective ways for creating powerful data visualizations in the dashboard environment?
  • How can you effectively and parsimoniously use a combination of designs, colors, etc., and create a dashboard useful to different audience segments? Can you align your visualizations with brand standards?
  • What additional insights can be gleaned from the dashboard?
  • What recommendations do you have for integrating the dashboard into daily operations and decision-making frameworks? Can you create user stories to illustrate how the dashboard can be used to gain business insights and inform high-quality decision-making?
Required Deliverable
Deliverable submission is required.
Guiding Questions:
  • What are the most effective ways for creating powerful data visualizations in the dashboard environment?
  • How can you effectively and parsimoniously use a combination of designs, colors, etc., and create a dashboard useful to different audience segments? Can you align your visualizations with brand standards?
  • What additional insights can be gleaned from the dashboard?
  • What recommendations do you have for integrating the dashboard into daily operations and decision-making frameworks? Can you create user stories to illustrate how the dashboard can be used to gain business insights and inform high-quality decision-making?

Deliverable Instructions:
Dashboard, User stories, Recommendations
Fri, 12/06/24
12:00 AM UTC
Student Post-Engagement Self-Assessment Form
Required Evaluation
Evaluation submission is required.
View
Fri, 12/06/24
12:00 AM UTC
Student Post-Engagement Peer Assessment Form
Required Evaluation
Evaluation submission is required.
View

Program Managers

Name Organization
Uma Gupta University of South Carolina - Upstate

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