Director of AI Enablement | AI Strategy & Transformation | AI Agent Builder

Artificial Intelligence

AI Agent Platform

Top No-Code Solution

MindStudio

AI Agent Builder - Certification Pending

MindStudio.ai, the leading no-code platform for transforming business with AI Agents, is conducting its first bootcamp to graduate certified AI Agent builders. With over 17,000 applications, I am grateful to be included in this first cohort.

I am evolving my career to focus on the AI revolution. My professional offer is AI strategy and AI Agent implementation.

Mission

My mission is to help organizations achieve the benefits of AI transformation to free up time, capital, and human potential to achieve a world of abundance.

Role: Director of AI Strategy, AI Agent Builder

AI Agents Built to Date:

  • TL;DR Any Web Page

  • Email Thread Summarizer

  • Basic Blog Post Generator

  • Dynamic Content Generator

Artificial Intelligence/Machine Learning

Commercial Real Estate

Facilities Management

SpaceIQ

Situation

SpaceIQ was a proptech startup developing a machine learning & predictive analytics platform. The focus was on the Facilities Management and Commercial Real Estate lease management industries. Purchased by WeWork.

Role: Director of UX, Product Manager

Goals:

  • Unify the platform experience

  • Create a self-serve new user experience

  • Upgrade core features

  • Fix: Powerful engineering was difficult for users to access. Revenue team couldn’t easily make a “show, don’t tell” demo

Strategy

  • A UX Audit and Customer Success team involvement would generate a unified, prioritized list of issues to workshop with C-level leaders & engineering.

  • A customer research program and advisory council would give us the insights to see past internal issues

  • Since different disciplines all felt a strong sense of ownership of the platform and its success to date, the best way forward was to facilitate discussions with new data

  • My bet: Commercial lease executives want a robust financial platform that lets them zoom to any level of data easily. They also want to stay on top of critical lease date alerts

  • My bet: Facilities managers would like a highly visual, modular, and organized experience that always offered them smart next steps

Actions

  • Built up product sense: Conducted customer research, competitive analysis, and used platform analytics to create a new anchor for product discussions

  • Took advantage of company membership to attend trade industry events to meet users

  • Designed and prototyped 4 initiatives:

    • New global taxonomy and navigation system

    • Dashboard on log in

    • Geographic drill-down experience with financial roll ups, charting, and images at every level for the leasing product, predictive analytics 

    • Upgraded floor map app with department seating visualizations, new show/hide data visualizations, and predictive alerts

  • Pivoted to take advantage of new revenue opportunity: Design a meeting room management system, incorporating live desk and room sensor data, and wall-mounted tablets for meeting rooms and lobby monitors for wayfinding

  • Designed new hot desking and room reservations features for mobile app

  • Wrote PRDs and user stories, led prioritization discussions

  • Collaborated with senior executives and engineering throughout the process

Results

  • Solved #1 new user complaint by designing SpaceIQ's first account dashboards, with roles, personalization, new user & advanced modes, and dynamic data modules

  • Designed new revenue product with a tablet-based meeting room management system for enterprise drawing on customer and competitor insights

  • Increased efficiency and retention of the core real estate product by designing improved global taxonomy, "infinite" drill-down portfolio manager, and machine learning/predictive analytics for leases for CFOs and leasing executives

  • Increased customer satisfaction, ease of use and retention by upgrading the core facilities map product with live data, machine learning/predictive analytics, new features, and what-if planning for facilities managers

  • Increased team impact by aligning with C-suite strategy, establishing customer insights program, design standards and processes, and prototyping for product, design and engineering

  • Increased product management velocity by leading feature prioritization, PRDs and user stories

Leadership Perspective

  • Professional associations and customer interviews are the way to understand the “body of lore” and bring it into the product

  • I learned that embracing and supporting innovative UX initiatives from the engineers, not trying to seize control, was how to gain influence

Artificial Intelligence/Machine Learning

Architecture, Construction, Engineering (ACE) 

3D design software

Aditazz

Situation

Aditazz Design Synthesis Platform: A commercial architecture design company with innovative AI/ML tools wanted to monetize their technology with a 3d SaaS design platform to compete with Autodesk, others

Role: Director of Product Management and UX

  • Goals:

    • Design the MVP of the Aditazz Design Synthesis platform

    • Establish a software product team and processes

    • Demonstrate the efficiency of AI/ML smart layout algorithms and intelligent diagrams

  • Challenges:

    • Bring separate tools together into a coherent platform

    • Figure out which part of the room - floor - building - site vision to build first

    • Enable the oil & gas infrastructure business to use the Aditazz platform

Strategy

  • The underlying AI/ML features and predictive analytics were powerful but were hidden behind V1.0 tool UIs

  • An existing visual proof of concept could be leveraged, saving the investment

  • Decomposing the tools and presenting the key functions as sequential workflows and updated UI would unlock the company’s value proposition

  • Recruit key discipline leads to a lightweight product management process to give the organization the necessary capability to manage a software product

  • Bet: The Aditazz MVP should be salable on its own right away in order to secure customers and venture funding. Therefore the room layout application would be first.

Actions

  • Hired and managed core product team

  • Defined MVP and roadmap with new PM process based on 1-pager PRDs, scoring and prioritizing criteria, and standardized functional specifications

  • Wrote PRDs and user stories, led prioritization discussions

  • Initiated on-site customer interviews to build common understanding and product sense

  • Developed the Aditazz Design System and led design of new platform, including 3D design mode

  • Ran regular collaboration sessions with executives, SMEs and internal tool engineers

  • Interrupted the main project to clone the platform and rework it to handle horizontal infrastructure design for oil & gas opportunities

  • Designed a Revit (Autodesk) integration/translation app

  • Successfully designed the AI/ML layout rules engine and UI with predictive analytics

  • Prototype testing to fix problems and refine design

Results

  • Created new revenue product by designing & launching 3D architecture design platform with AI/ML-driven dynamic room, floor, building & site layout, smart rules engine, predictive analytics and 3D visualization for architects

  • Created second revenue product by modifying Aditazz for infrastructure design for oil and gas plants

  • Increased adoption and customer satisfaction by designing a REVIT integration tool, aligning with industry standards and increasing TAM

  • Increased team impact by aligning with CEO vision, establishing customer insights program, Aditazz Design System, and first product management and design processes and prototyping

  • Established product function by defining roles, hiring talent, and coaching

Leadership Perspective

Don’t be shy about implementing new work processes if they are needed to deliver.

Taking a holistic view of product and UX, and developing processes for both where necessary for success, has made me a better product and design leader.

Artificial Intelligence/Machine Learning

Dental practice

Agentz

Situation

A machine learning startup wanted to use the capabilities of early artificial intelligence  to launch a chatbot for dental practice reservations

Role: Director of Product Management and UX

  • Launch a dental office chatbot to handle creating, changing, and cancelling appointments

  • Very limited funds for MVP

Strategy

  • Gain rapid product sense through interviews with dental offices and the ML engineering team

  • Bet: Designing for a narrow but complete set of use cases would allow the MVP to reach the 80/20 threshold, where the bot could handle 80% of reservations calls. This was our target service level.

  • Bet: Customers and consumers would see transparency about the bot and escalation to a human as a benefit

Actions

  • Mapped out all conversations as flowcharts to identify success vs. escalation (human in the loop) 

  • Wrote PRD and user stories, led prioritization discussions

  • Designed multi-modal chat interfaces that supported: text, voice, images, videos, URLs, forms, messages, emails.

  • Prototyped screen designs with real users

Results

  • Launched working MVP with ability to manage reservations via chat text, chat voice, landline voice, cell phone voice, and email.

Leadership Perspective

  • This was my first AI/ML project, sparking my continuing interest in this technology.

  • Conversational design benefits from careful and complete use case definition for core versus edge cases.