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Proven Patterns to Start Your AI Journey
20 key themes in 5 business functions give you some valid options
Happy New Year!
I don't believe in New Year's resolutions, but I do believe in setting high-level goals.
This year, I want to make this newsletter the go-to resource for tech-savvy professionals, especially those leading the charge in AI and digital transformation. Sure, this will require me to balance hands-on technical content with more high-level thinking, which won't be easy. But I have some exciting plans for that, which I can't wait to share with you soon!
So if AI is on your 2024 agenda, stick around. For today, we'll tackle the arguably most profound question head-on: What's the first step in leveraging AI for your business?
Let's dive in!
Don’t let an AI project choose you
Ever found AI knocking at your door unexpectedly? Whether it's a new tool a colleague raves about or a competitor's success, it's easy to jump on the AI bandwagon without a plan.
This reactive approach, while common, is risky and a great trap for pitfalls like misaligned goals, wasted resources, and investing into technology that creates more problems than solutions.
Don’t get me wrong: Excitement about AI is fantastic – it's a gateway to innovation and progress. However, it's crucial to channel this enthusiasm into well-thought-out steps that align with your business goals.
And the best way to make a deliberate decision is to have options.
Don't just ride the AI wave – steer it. Align your AI excitement with your business goals for real impact.
Learning from proven patterns
To smartly source your AI options, consider a structured approach like the AI Design Sprint™. Or, if you're after a quick dive into what's possible, explore proven patterns that have worked for hundreds of other companies.
Proven Patterns for AI By Business Function
The proven patterns are areas where AI can help grow your business, and that I've seen firsthand work beyond the concept stage.
These patterns are based on my own experience with companies across different sizes, countries and industries that share only one common thing: they’re all in the B2B world.
So if you're in the B2B space, chances are you can use the following list of patterns as a bird's eye view of how AI can be integrated into your business as well.
Remember, the goal is not to copy these patterns exactly, but to use them as inspiration for applying AI in your own business context.
Let’s walk through them!
Proven Patterns for AI in Marketing and Sales
AI was big in marketing and sales even before ChatGPT existed. And with Generative AI, there's just more fuel to the fire!
Pattern 1: Content Production
Problem: Marketing teams often struggle to consistently produce new and engaging content.
Solution: AI tools create effective drafts that are aligned to customer needs as well as repurpose engaging content for different platforms.
Pattern 2: Website & E-Mail Optimization
Problem: Keeping websites and emails optimized for user engagement and conversion is an ongoing, expensive challenge.
Solution: AI can check and overhaul your materials for common best practices as well as optimize according to your specific analytics.
Pattern 3: Sales support
Problem: No salesperson ever likes to fill in the CRM.
Solution: Let AI listen to sales calls and extract relevant info to pre-fill your CRM. After the call, the salesperson checks, submits, and is done!
Pattern 4: Customer Segmentation
Problem: Personalized communication performs much better, but is hard.
Solution: AI can help you create both the segmentation as well as the content adaption needed for these segments
Customer Support
If you have a business, you'll (hopefully) have a lot of customers, and they'll (not so hopefully) have a lot of questions. AI to the rescue!
Pattern 5: Ticket Prioritization
Problem: There’s never enough staff to help everyone right away.
Solution: Use AI to prioritize incoming emails and service tickets based on urgency, customer history or other criteria.
Pattern 6: First-level support chatbots
Problem: Same as above. Support staff should focus on the tricky cases.
Solution: Use interactive chatbots so customers can get first-level support on their own without talking to a human.
Pattern 7: Knowledge Bases
Problem: KB’s are great for self-service, but expensive to maintain. Also, they’re too often hard to navigate.
Solution: Keep your KB up to date by generating articles from selected support conversations. Then, use your KB to power your chatbots.
Pattern 8: Voice bots
Problem: Some customers will always prefer phone support.
Solution: Combine existing voice bot technology with modern language understanding capabilities to cut costs and improve user experience.
Data Analytics
Data analytics is one of the business functions most disrupted by AI, as I’ve shown in my previous (and upcoming!) webinars.
Pattern 9: Forecasting
Problem: Forecasting is hard.
Solution: Try different forecasting methods automatically, and pick the one that works best with AI. Use AI to create more data for better results.
AI Involved: AutoML, Generative AI
Pattern 10: Workflow Augmentation
Problem: Data-driven decisions should happen anywhere in the business, but most business users don’t want to be a data analyst.
Solution: Use AI to suggest relevant data points as needed, directly in the workflows that users are in.
AI Involved: Generative AI, AutoML
Pattern 11: Automated Data Analysis
Problem: Lots of data sources could easily be analyzed, but the analytics team doesn’t have capacity to do it.
Solution:AI writes code to quickly analyze large volumes of data in simple structures (log files, events, transactional datasets).
AI Involved: Generative AI
Pattern 12: Data Cleaning & Preparation
Problem: Incoming data is often messy and error-prone.
Solution: AI can document, detect, and enforce data governance rules during data collection and help fix obvious data errors.
AI Involved: Generative AI, NLP
Operations
Count the number of times the word "process" appears in this section. Making your internal processes more efficient saves costs that translate directly into more profit! That's why I love this category so much.
Pattern 13: Domain Expert Chatbots
Problem: People need to know something, but don't know who is responsible, or the expert is unavailable.
Solution: Train AI chatbots for various export domains in your company which operate at scale 24/7 (e.g. Branding Bot, Pricing Bot, HR Bot, etc.)
Pattern 14: Process automation
Problem: A lot of business processes already follow a predefined path, but can't be automated because information is missing.
Solution: Use AI to label and categorize business objects for easier workflow automation.
Pattern 15: Process documentation
Problem: Lots of businesses lack clear process definitions and business process diagrams.
Solution: Create process documentation from historic artifacts like emails and help maintain the process library.
Pattern 16: Document processing
Problem: PDF and other documents are still essential for many business operations, but working with them at scale is hard.
Solution: Use AI to ‘look’ at the documents and extract relevant info to power downstream workflows and processes.
Product Management
Products are at the heart of every company. And while AI can’t (yet) do the full product management for you, it offers great help in different subfields:
Pattern 17: Product Delivery
Problem: Tracking and planning product delivery is a complex, costly process.
Solution: Use AI to manage, forecast and improve your product backlog and improve agile delivery projects with simple interfaces.
Pattern 18: Product Strategy
Problem: Keeping your product strategy to market trends and customer expectations is hard.
Solution: Use AI to detect trends, support with customer research, do strategy design and write presentations to communicate your goals.
Pattern 19: Product Innovation
Problem: Bringing new products to market is incredibly hard due to uncertainties in market demands and the fast-paced nature of technology.
Solution: AI helps you analyze market trends, customer feedback, and competitive landscapes, allowing you to spot gaps and anticipate needs.
Pattern 20: Product Improvement
Problem: Focusing on the right features to ship is hard because customer needs change quickly and the market is often ultra competitive.
Solution: Listen to what your customers say at scale and let AI make suggestions for the most requested features improvements.
Bonus: Personal Productivity
Besides all the patterns mentioned above, Generative AI in particular is a great tool to boost your overall personal productivity.
Some ideas to get you started:
Organize yourself: Do a "brain dump” in a large language modle of your choice and let it organize everything to a given criteria, e.g. priority, themes, outline, logical flow, etc. depending on your goal.
Superspeed writing: Type (literally!) blind, without worrying about errors, typos, or anything else. Copy/paste the gibberish into a system like ChatGPT, ask it to correct it and watch the wonder happen!
Challenge yourself: Let AI take a contrarian view to your argument or presentation and ask critical questions, challenging yourself before someone else will.
Custom assistants: Build powerful assistants that help you do tedious, repetitive tasks like email.
Conclusion
Looking at these patterns it's clear that AI is not just a quick trend, but a transformative tool to grow your businesses. The key, however, is to choose your battle before it chooses you.
The patterns I’ve laid out are not meant to be prescriptive but rather serve as a starting point. See where things overlap with your businesses pains and bottlenecks. Explore further if you see a fit.
Remember, the journey with AI is as much about the destination as it is about the path you take.
Use AI to experiment, learn, and grow.
Perhaps a good North Star for 2024?
If you need help on your AI journey, feel free to reach out any time.
See you next Friday!
Tobias
PS: If you found this newsletter useful, please leave a testimonial! It means a lot to me!
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