


Objective
Win more deals in Finance by delivering AI insights and reducing manual analysis to allow finance teams to spend more time on value-adding tasks.

Big Idea
What if AI could monitor your financials, alert you to meaningful variance and serve as a co-pilot for during analysis?

Challenge
With a brand new technology it’s hard to understand both the true value proposition and the effort required to develop it in order to create a plan for what to build.

Result
Users loved the concept and executives were initially in favor of the approach. After seeing the proposed solution and evaluating costs, executives chose not to invest.

Team
I worked with a Product Manager, Engineer, and Finance subject matter expert to ideate and craft a prototype to which leadership could react.

Lesson
I pushed the product team hard to pursue an ambitious idea. Next time I will work harder to ensure that our executive staff is more open to taking a calculated risk.
AI Data Monitoring Agent
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