Should you pass on A.I.?

Start up strategies for A.I.

Actually, it’s “PAS,” not “pass” – and no, your company should not be passing on Artificial Intelligence. What’s PAS, you ask?

During a recent seminar from IBM on Artificial Intelligence, (“Artificial Intelligence and the Future of Work”) panel members suggested some basic guidelines for working with AI projects. Their comments resonated strongly, and I saw the opportunity for a structured approach to AI strategy. PAS simply stands for “Prove, Adopt and Scale” and can be adapted into a solid framework for deploying an AI strategy.

Proving It. What’s the Business Case for AI?

Unless you are doing pure R&D, most technology initiatives require clear ROI or strategic business alignment to get funding.

The challenge with AI?

Enterprise stakeholders often times do not have enough experience with AI to understand the paradigm shift it brings to their operation. This makes proving cost savings and revenue opportunities far more challenging. Educate your stakeholders on the benefits, risks, and impact to the organization.

What is the best way to select a business process you want to augment with Artificial Intelligence? Here are a few Do’s and Don’ts:


  • Select a mature business process with some tolerance for errors
  • Make sure data is well-defined and supports the process
  • Have defined metrics in place measuring performance and failures
  • Select a business process at least partially automated
  • Make sure there is room for improvement in performance characteristics of the process


  • Attempt to fully automate a manual process with AI for the first time
  • Attempt an AI implementation or integration without the right skill set to support it
  • Try to implement AI using bad, incomplete or unorganized data
  • Try to “fix” a poorly modeled process with AI

Managing feedback and risk of failure will be easier for an internal process; however, external processes may offer a broader training data set to improve your probability for success. Don’t be afraid to get started by looking at your customer interaction and customer service processes. These can be great candidates for AI augmentation.

The goal is to set yourself up for success by picking a business process that is already enhanced by technology and easily measured at different points. We want to create a more intelligent process between people and technology. #aiaugmentation #artificialintelligence #collectiveintelligence

Adoption: The Collective Intelligence

The AI strategy must result in improvements in the human-computer interaction and net gains in total output, efficiency and satisfaction.

Your staff should not be forced to make significant changes in business process behavior for the AI. Even if tempting, don’t reinvent the process during an AI project. If the process itself is flawed, then improving the process is a prerequisite for adopting AI.

It’s the augmented intelligence between the people and the machines that will make for a more competitive and efficient business process.

Adopting AI means that your people, process and the technology are working together for mutual benefit. Let that sink in for one moment. Mutual benefit…..the technology has to benefit the people, and the machine process must benefit as well. Adopting AI is much more than simply standing up a couple of chatbots or rolling out a neural net. The machine processes must have a learning interface to improve. As the human element of the process improves, so must the artificial elements of the process. A chatbot that doesn’t learn new phrases is no different than a static set of software instructions and isn’t an intelligent system.

During the adoption phase, you should see:

  • New interfaces and methods of interacting with systems
  • Data repositories and structures changing and growing
  • Process execution generating new business insights
  • People understanding the value of training the AI with new data
  • A new view of the organizational roles aligned around the AI

Here again, your specific business case will help determine the right kinds of intelligence to add to the process. Make sure to allow for an extended “live trial” so that the system is properly tested with live data.

It’s critical to make sure the feedback and training processes are working correctly. The training data is what adds the most value to the AI. Make sure people take the time to learn the enhanced processes and for some actual live training data to be fed into the system. By the end of your adoption phase, you should expect to commit regular resource hours to the training and review of the data in the cognitive repository.

Scaling the System: It’s Not About Infrastructure

Traditionally we think about scaling as an increase in the capability of the system through the addition of more hardware and software. While this remains true with an AI system, scaling data and data scenarios are more critical. Scaling the baseline data (the neural net) means that the data is scrubbed, modeled, and routinely added back into the repository with human review.

While human review is essential in the early (adoption) phases of training, scaling means we have automated the feedback loop and established some level of machine learning. This means that new scenarios are actively sent into the AI as a part of how the process works. Without active feedback on false-positive scenarios and fine tuning, the learning component cannot take place and expected benefits will never be realized.

Scaling AI is a challenge! This is the phase at which management expects to see significant benefit while much training is still going on. It’s important to benchmark performance and scenarios over multiple cycles of your business process. This will allow the stakeholders to validate the true performance improvement and value of the AI. Make sure to look at performance metric improvements relative to the scale of the data in the AI. Limited data scenarios will always mean limited benefit.

Key success factors for scaling include:

  • A fully integrated human-in-the-loop training process
  • Automated learning (machine learning) is in place
  • Data scenarios increasing week over week
  • Predictions occur regularly with a declining number of false positives
  • Focus moves away from understanding and learning to growing the cognitive repository


Building an enterprise AI strategy doesn’t need to be a daunting task. In fact, it should be part of every enterprise strategy going forward.  PAS (Prove-Adopt-Scale) is a common-sense approach to implementing an AI strategy and can help you succeed. Throughout each step, remember the following:

  • Educate, Educate, Educate yourself and your stakeholders
  • Fix your data and processes before you implement AI
  • Know your goals and desired outcomes
  • Be ready to change and adapt

Implementing AI Technology can be a bit overwhelming to the organization, but a clear AI Strategy will reduce the risks, create clarity around the goals, and establish a vision for what AI will mean to your organization.

Adjusting to Work From Home?

Etiquitte seems to be remote these days?

We are a few weeks into the “Covid-Quarantine” and adjusting well!

For many of my clients, I typically work remote, so adjusting to a work from home format is an easy transition for me. For many of you however, it may be more difficult. Pets, family members and all sorts of various distractions threaten to take us off task routinely when working from home.

Here are a few suggestions to consider when on video or conference calls:

1) Don’t be too self-concious about dogs or other pets making noise. It’s your home and people understand! We are all in the same boat right now with Covid-19. Do make sure you are paying attention to your package delivery schedule however. Having the FedEx van show up right when you are pitching to your boss or client is not a good idea.

2) Mute, mute, mute. How many times have I been on calls and well meaning participants are in the back of a cab or in a restaurant and go un-muted. As a meeting host, mute noisy lines. No one will be offended and the rest of the group will thank you! As participant, if you are in a noisy area, just let people know that you will be on mute until it’s your time to participate. Again, people will understand.

3) If bandwidth on the call starts to break up, be courteous to the other participants and let people know. It’s sometimes hard to tell if it’s your bandwidht or theirs. Make sure you know how much streaming capability your network has. In a pinch, shut down video and use audio only, or dial in using your cell connection for audio and from your desktop for video. You can always run a speed test on your bandwidth. Any of these works well.

4) Always have a chat window open to key participants! You can let them know directly when background noise is becoming a problem or if their bandwidth is breaking up. Prompting via chat can also a useful way to make sure minor points are covered or topic changes are handled smoothly.

5) Make sure to use a good headset or have an asynchronous microphone. Some speakerphones act as both microphone and speaker making it impossible for your voice to be heard while someone else is talking. Introducing yourself at the outset of a call is a great way to do a sound check.

6) When on video conference, be aware of the lighting, glare and what’s in your background. Poor lighting can destroy a video conference. Double check your camera angle and lighting before you join on camera. In many of my video conferences, it’s acceptable to be on video at the start, but then to shutter your camera if you aren’t speaking. Every company culture is different, so don’t be shy and just ask what people prefer with respect to staying on camera for 100% of the call.