Asset Management Client:
AI Design Thinking Workshop

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Problem: Variables are rampant in the investment space, and an interesting pattern has emerged. Top managers get hired, but clusters of managers outperform. This introduces risk, and is one of the biggest issues in the space right now.

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Key Takeaways: I planned and facilitated a design thinking workshop to help the client understand near term application of structured data that is available to them to address questions/issues around investment management, as well as consider long term use of unstructured data to build strategic insights over time.

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Workshop Summary:

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Day 1: Introductions and understanding objectives.

• IBM Introductions
• Client Overview
• Watson Applications Overview and demos
• Workshop Objective Discussion

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Day 2: Describing a vision for the future.

• Identification and analysis of users, actions, and market differentiators
• Prioritization of the users we want to build for based on value to the users and IBM + Client capabilities
• Refined Hill Statement and vision for success - bridging the gaps between users, enablements, and differentiators

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Day 3: Defining a starting point for innovation.

• Review and finalization of Hill Statement, validation of feasibility
• AI Intents exercise; distinguishing Business and User need to form the core AI capabilities we need
• Documenting the data sources we have and need to accomplish our intent
• 30, 60, 90 Day Roadmap

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