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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.

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Big Idea

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

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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.

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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.

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Team

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

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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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