A Framework for Choosing Winning AI Use Cases [Agent Readiness Part 3]
29m 38s
The transcription discusses the importance of agent readiness and use cases in AI. It highlights the need for use cases involving complex decision-making, human bottlenecks, 24/7 responses, personalization, and tolerance for errors. The text emphasizes the importance of balancing efficiency-focused and growth-focused use cases in an AI portfolio. It also touches on the selection, planning, and management of use cases, suggesting starting with low-hanging fruits and gradually moving towards high-risk, high-reward opportunities. The text emphasizes continuous monitoring of deployed agents, measuring ROI, and accounting for costs and errors. It provides a formula for measuring agent ROI and stresses the need for conservative judgment calls and realistic assessments of agent accomplishments. Companies are advised to include all resources involved in agent deployment for sustainable production.
Transcription
5539 Words, 30495 Characters
Welcome back to the AI Daily Brief today. We have part three of our agent readiness series featuring new far gas bar
And we are digging into use cases the AI Daily Brief is a daily podcast and video about the most important news and discussions in AI
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In the first episode we talked about the cultural dimensions of agent readiness with new far introducing her change framework in part two
We talked about data and technical readiness
Where we have found at super intelligent that data issues are by far the biggest blocker for agent adoption across all the different challenges that enterprises face
Today we are talking about what makes for a good use case and where to invest your resources in time
With this you're gonna get a little bit of an inner working in the way that we do use case recommendations
And it should provide once again a nice actionable framework for how you can think about which use cases might benefit your organization most
Alright you far welcome back part three of three
This is technically we're calling this use cases
But I think this is like to make it practical like go do interesting things kind of section of the conversation
I'll let you kick it off and frame it for us, but all right. Yeah, that's a good take
I like you said three out of three final part of the agent readiness series
And we did save the best for last and that is the use case readiness
And we don't just refer to the are there enough use cases in production
But rather we are talking about whether there are enough opportunities in the company and often these are not opportunities that the company is able to
Articulate but rather ones that were able to identify for them
It can be question on whether the business process in the company could be augmented or replaced by agents
And whether they have the right mindset in order to do proper use case discovery and execution
So that's what agent readiness for my use case perspective is and in terms of the process
And because we are all such big fans of frameworks
I wanted to cover and this topic following the following steps
So we will start with identify and then select manage and track our use cases
And I want to give you enough practical tools not only to identify the next agent use case
But also to manage it almost like an investment portfolio such that you can continuously improve your use case readiness
so let's start with the identify phase and
First I want to talk about the sources of ideas for agents in many cases
What I'm hearing is that like a CEO or a company that will go into a room and they will say we need to build an agent
Let's build an agent and this is probably one of the worst way to source a use case idea
Because you'll probably build the wrong agent good source for you to build these agent use cases
Will be probably to get it from either buttons up or mid level up because they often are the ones that know best
What is feasible and also the other one that needs to be bought in in order to execute the question still remains
What are these good use cases and what I wanted to do here is to provide it with some hints for what good use cases are
And sometimes what good use cases aren't and I want you to look first for use cases that involve
Involves a very complex and a highly changing
Decision-making for example to resolve a customer issue will require a different action each time
There is a new customer issue being raised on the flip side
And that's my very aggressive opinion that in any situation where you can describe a fixed process or a
Decision tree with limited amount of branches. You shouldn't build an agent
You should just go for the simpler technology because the agent will probably not be worth
The next thing that I want you to consider are places where humans are in the loop
But they are being the bottlenecks
This is often where you will find the goldmine of our life for your use case
Because you need a professional judgment and you just don't have enough professionals think for example a legal contracts review
Another place where you should look into our places where you need to have 24/7 human response
It can be for employee support for customer support and so on and also
I want you to think about cases where you want to achieve a high level of
Personalization think for example where you want to issue a highly personalized email
Not just one where all the text is the same and you say hi no far
This is not the one I'm talking about cases where you will issue a personalized outreach at the right time
With the right offer and with the right text to get me hooked into your product
Next thing that I want you to consider is that I want you to only focus on use cases where you do have some tolerance for errors
for example with one of the companies that I work with payroll said we want an agent to replace some of the
processes for calculating the employees salaries and
after I stopped catching my breath from how
Intimidated I was with this notion. I said guys you don't do an agent here
You don't even include AI this process you do a simple automation because with salary you have to get it
100% or 200% right so agent will not be the right way to go about this process and until now
We didn't talk about kind of the elephant in the room
but because around agents there is so much discussion and
Sometimes fear around job loss a good place to start will be to focus on the use cases that employees wants to offload
Those will be the repetitive or the tedious type of works. You should focus there
and then you will create a better momentum for more
sensitive use cases and also in cases where the only way to understand how a job is being done is to say hey
Sarah can you explain how the job is being done because Sarah is the only one who knows
This is not a good place for an agent
We need to have a process that is well-defined and well documented for an agent to be able to interject and
Lastly we want to have a use case that is extremely measurable
Not just to measure the ROI but because these agents are goal-driven entities
And if you cannot measure whether you are closer or not to your goal, you cannot implement an agent
So if you use all of these hints one thing that you can do at your company in order to
initiate the creation of many many such ideas is to have an ideation sprint and
These will help you harvest more agent ideas in the company and what you do there
Typically you will teach the employees using slides like that or others what agents are and aren't and what they can and cannot do
Then you harvest many many many ideas across the entire company and then with this very large inventory
You do a very crude
Realization of your use case to keep it simple and here
I want you to be very aggressive and nip in the bad any use case that you can execute in a different manner
Automation or otherwise. All right, so that's the first step
With so many ideas the next step will be to select and plan an agent roadmap
The selection should always be driven by the holy tree the feasibility the investment and the value
And this means that you will need to score each of our use cases accordingly
And if you've heard the previous episode where we talked about the intentional opportunism
you by now know that I'm very very much into having a low-hanging fruits and focusing on them first and
These should be use cases with high feasibility and low investment
or ones that are highly critical and start with them and then you will create the momentum of
Learning and doing in order to benefit future higher stakes use cases
So let's make it even more concrete and talk about
The list of use cases that almost all companies should consider and these are ones that we often find ourselves
Uncover or recommend companies when we audit them for agent readiness
And I think none of them will surprise you but the first one will be the FAQ or the policy bots
These are either internal or external
And I'm not talking like old-fashioned bots that only know to answer from a predefined set of questions
But rather agents that are able to answer complex questions with many nuances in the information sources
The other thing that everyone needs and are asking for will be the company knowledge retrieval
I think this comes across all interviews everyone needs good access to their data and
Even though many companies are already utilizing the Microsoft and the Glyn and other solutions often these are not enough
And they need to create either an additional layer or looking for additional
Ways to get access to their very specific data that is fragmented across systems and so on the next one will be
operational workflow automation so those will be dredge work at the team level like
Automated status reporting and many other things that people spend unnecessary
Brainpower and time to do and agents can take from their plate and lastly I'm calling them like market watchers
These are everything related to keeping a close eye on your competition on your regulation or everything that you need to know in
order to do your business well, and you never have enough time
So these are the top most prevalent use cases
but we do find ourselves recommending many other use cases as part of the readiness audits and
I don't believe that anything on this list will surprise you and of course it starts with the top two most common use cases
And those will be vertical use cases around customer support and software engineering
They come across very often, but we also see in many cases
Condemned generation for marketing or other purposes as well as many sales related use cases
They come across very very often in the audits and with many companies that we've been working with
and this is also something that I mentioned in previous session agents can often help with things related to
Contract and regulations and other things and with the process of cleaning your data
Which is where there is a lot of unlock with the data access issues and many things that we mentioned before and lastly
There are many industry or even company specific often ones that will create opportunities for growth in the company
That come across as highly relevant in some of these audits
So this is a very rich selection of use cases and what I want to encourage everyone to do is basically to
Manage the inventory and the choices of which agents and which use cases you want to pursue
like you would manage an investment portfolio as I said at the beginning and
I want first to have you balance between
Two main elements and those will be the efficiency or the cost focused use cases
And also those that are more focused on the growth and when I talk efficiency use cases
I'm talking about all the do the work with the fewer resources type of use cases
Well growth use cases in my book or everything that basically has an impact on the top line
And I want you to balance the two often
We're seeing companies highly biased towards the first one of efficiency and not thinking enough about the growth opportunities and
Often the biggest value is on the right-hand side of the growth
So make sure that you pay a closer attention to those as well and then to continue unbalancing your agent portfolio
I want you to look at this proposal and I hear a paraphrasing on the
1970s Boston Consulting work by Gross Chair Matrix
It's a kind of a classical and I want you to look at the identified use cases in the lens of the complexity
versus the value and of course where there is high complexity and low value and
Often we see such use cases just don't go there at all
There are of course the low-hanging fruits or low hangers
These are an awesome place to start and over time though those should become the thing that people self-serve
So these should be catered by agent building platforms or other
capabilities rather than having a company focus on and
Eventually you should aim to have a handful of what I refer to as moonshots
These are kind of the high-risk high reward use cases often by the way
They correspond to either a radical shift in how you do the work or they are a gross use case
so that's often where the moonshot is and
They should be led and executed by a professional and centralized
AI team rather than just the best effort in the business units and
They require a significant investment and a specialized knowledge. So these are not for the faint of heart
and lastly most of your area of focus should be in in this like high or high ish value and
decent complexity
Because this is where there is enough value, but still you will be able to get agents out the door and
By the way for companies that are getting low readiness scores from us in the audit
We will never offer ideas for stuff that are more on the moonshot
We will always focus them either on the low hangers or the focus areas and over time will encourage them to go
After bolder bigger things
So there are a few other dimensions that you should probably consider one is to
Bounce between vertical versus horizontal agents don't just do one or the other
And also build versus buy so keep that in mind as you balance your portfolio and make sure that you have
Diverse and well-balanced portfolio of all the complexity
Combinations as well as a vertical horizontal and build versus. Okay, so this portfolio has to be centrally managed and
vertically updated in order to support the constant learning and the growth
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If you're talking about gross let's focus on this one on the tracking
And the topic of measurement is one that is very important for us
I know that I completely disregarded the build phase not for lack of importance
But since it's like an entire episode so I'm skipping over the build and moving on to the track side of things
And I want you to continuously monitor
Everything that you put in production and that means everything
And you shouldn't assume that just because you had a very good result in the pilot
It will be so in production
We often see that once something is deployed the hands of actual users not just alpha protesters
Things go haywire and yield completely different value than expected
And we've seen that more companies that are being underwhelmed by what they put in production
Rather than being pleasantly surprised the performance and quality and cost
And especially if they didn't measure enough in a pilot and won't measure enough in production
So that's why it's so critical for us to make it very concrete
I provided you here with a formula of how you measure the agent ROI
So it's going to be like a return versus investment
So return should be measured as the benefits from the agent
And you should make sure to include the usage and the impact and you should continuously measure
It's not easy and whenever there is a judgment call
I encourage you to be conservative rather than anything else
So you can get a realistic view of what your agent actually accomplishes
And you should discount the uncertainty of the benefits
So in many cases I'm seeing companies not accounting for the cost and the impact of the errors
If your agent causes you to have to have a refund of something then that's a cost of managing your agent
Then it needs to be discounted from your return basically and you should subtract it from the investment
An investment will include the resources and it should be all the resources
What it cost you to build or to buy what it costs you to use and what it costs you to maintain
And often we disregard these resources that will get the agent to be sustainable in production
So it will be the owner of the user's time and of course the tool and model use
And here especially when you do a projection takes sufficiently large buffers
Because in most cases we completely underestimate the amount of investment we will need to do
And of course you need to take into consideration the cost of your resources
And you can assume cost variability because we are seeing that models cost going down
However with agents because they become more sophisticated often they will require more tokens and thereby balancing things out
So just reevaluate periodically, but there are many hidden costs and you should try to account for them
So that's the most technical slide and with that I want to summarize this session and give you a concrete to-do list
So first I want you to identify only agent relevant and worthy use cases not vibes
And then I want you to select the ones that have enough ROI and enough visibility
And manage them as if you are managing your investment portfolio such that you have a diverse
Well-balanced portfolio and then rigorously track the impact and adapt over time
So you don't just get it right in theory, but you get it right in practice
Awesome. So first of all I have to mention this
For the first two parts of this series when we were talking about the culture and leadership changes that were required to really do this well
And the data and technical readiness
We can help in ways like this, you know by providing information best practices comparative things that we're seeing
But our ability to help and this is I'm speaking in terms of super intelligent now is limited
But with this one, this is exactly what super intelligent does is help create systems for figuring out what use cases
You should pursue and it follows a lot of this thinking especially this sort of bottoms up idea of actually discovering
What's going to be useful from the ground level from these sort of actual work level perspectives of people
So if you are interested and need help with this that is my shill for super intelligent for this episode
This is what we do pretty precisely a couple of the things that I wanted to double click on
The first one is really really small, but I think I talk about it a lot because it's surprising to people
in that portfolio balance
The
Low hanging but sort of like low nudging into high value
It would appear low value, but I actually think it's higher value than people think
Is really that company knowledge retrieval internal information sharing type of use case
We see this so frequently as a gateway drug for people and what's interesting about it
And I think what pushes it from a low value to high value or like low medium value to more high value
Is that the value is actually double the first part of the value is of course
Actually getting people the information they need what you've set out to do with that agent or that AI
But the other part is it is like a light bulb moment for a lot of folks when they use those tools
That sort of starts their own individual thinking about how AI can be useful for them, right?
When they have a problem that gets solved
Much more quickly than it otherwise would have as opposed to for example
Just like my email is a little bit better than it was before because I use chat gpt or something like that
I think it really is we very often see that being a surprisingly high value starting use case
Yeah, it's the magic of context basically
Yeah, okay
So then the another thing that I want to mention is on the ROI front, you know, I think it's it's easy to talk about ROI
It's much harder to figure out how to do it
This is something that we're spending a lot of time thinking about better systems for helping people with
I think even having some framework like you provided at least gets people thinking more comprehensively about it
It is not as simple
As performance analytics from traditional SaaS software. Unfortunately, it is not the same as just, you know
What percentage of people use the tool you have to add on some layer of exploration and insight to really understand
How it all came together, however, it is absolutely the case that
broad expectations
Of when ROI is going to show up are being pulled forward fairly dramatically right now
so KPMG recently came out with their annual CEO study and
Among the CEOs they serve it's something like 1300 CEOs all 500 million dollar companies are bigger
Something like 65 percent of them thought that it would take three to five years to realize ROI
From their AI efforts. So this is just last year only about 20 percent said one to three years
This year they just released these results
It's now 69 percent. I think 67 or 69 percent say that it's going to be one to three years
And 19 percent said six months to one year in terms of how fast they think they're going to actually see
ROI right like it that the investment has paid for itself
Moreover, I just recently saw actually just before we were recording that morgan stanley has
Said publicly that they believe that the cost that they have put into AI has now been made back in terms of value
So that they are actually ROI positive ROI is something that has
Been lurking as a thing that would be sort of for some time in the future
I think that even with all of this happening. It's still complex to understand what ROI is
But you're absolutely going to see way more companies showing up and saying
No, we actually have figured out systems that we're comfortable with and confident in and are seeing that happen now
This is not a some future far-off thing. I think
Yeah, I agree. I think 2026 is going to be in many cases
They show me the money year for the companies that have been doing the
Usage metrics and the let's play with the tools and encourage usage type of situations
However, in many cases, ROI measurement is very
Involving because they need to do like a b testing and especially on the efficiency use cases often
It's very very hard to quantify exactly. That's why I said like take buffers take very aggressive
Let's call it discounts on the AI impact. So that there will not be a continuous discussion of
Is it really the ROI or is it not the ROI? It's just because people are doing the work better
Can you attribute it to the ROI? So I'm having multiple such discussions with some companies and
I believe it's going to be even more complex going into next year because the tools are going to be
From one hand more powerful, but are going to be also table stakes
So it will become like do you measure the ROI of having an excel sheet?
Or is it like something that will be a proven incremental value?
But even with all that said and done, I believe that you have to measure because when you don't measure
It's just a matter of vibes and it's not the way to make business decisions
Not when it's year 203 or four of adoption of such a technology
I was with a group of cio's
I guess a couple months ago now in vegas for a big event that I was keynoting and
There was a breakout session after that I hosted to discuss things
And one of the things that they all felt there's you know, there's a broad agreement and discussion about
Was that traditional kind of ROI frameworks did not work for this and it was interesting basically
They wanted to figure out how to measure ROI
But their intuitive sense was that these things were obviously having very powerful impacts that you know could be improved
But they were not willing to throw them out with the bathwater because all old metrics didn't fit
And so they were all looking for new systems that could better fit these tools
So I think that this is going to be a big journey this year
But boy, I'm very encouraged to have leadership go into that
Not saying does it fit sort of like old heuristics?
But how do we design new heuristics that actually match what we're doing so we can tell if we're improving how well it's working
How well system a versus system b does and ask that sort of questions rather than just kind of bundle it into
Thumbs up thumbs down should we or shouldn't we I think there's such an assumption that you know
These these things are happening to your point that so much of this is table stakes
That they have to figure out how to go beyond that sort of layer one analysis
Speaking of which I think the last point that I want to hone in on is this efficiency versus growth thing
Obviously, this is a huge sort of bully pulpit kind of thing for me that I talk about a lot as well
And my point has never been that you shouldn't do the efficiency thing
It's just that that really is going to be table stakes
It is you're not going to get gold stars for having 50% more marketing content output when everyone has 50% more marketing content output
That's just the way that it's going to be
You know, I had a conversation with a professional services firm
Who had just gotten out of a meeting with their biggest client and the biggest client told them to their face that they expected them next year
In 2026 to do the exact same amount of work for 50% of the price and it was now their job to go figure out how to do it
Right, you're not being rewarded for being clever about using ai. It's just what you have to do now
And that's why it's you can't just do the efficiency thing because
Then you're just going to be at the exact same relative position to everyone else
You have to kind of think broadly about where new competitive opportunities lie
And that's really the sort of blue ocean space that is opportunity
I think that the hard lesson is you kind of just got to do it all. There's not an either or here
It's just about doing everything. That's why I like your sort of portfolio approach idea that makes do everything
Which is my invocation. Maybe a little bit more manageable people
Do everything in a smart and balanced way and by the way in most cases the big bucks
Are hidden in the ghost think for example on the long tail use cases where ai has a huge unlock there
Of multiple app sales and stuff that you never ever had the bandwidth to do and all of a sudden
You can start deploying agents and you have so many millions hidden
Just and think that you never prioritize because for humans it never made business sense to go after
Yep, super helpful. Again, I'm excited to see how this hits and where people want us to go deeper
But thank you so much for this three-part series for those of you who are listening
Please use spotify comments youtube email, whatever to let us know what you think about this and what you want to hear next
And new far. Thanks again and see you in slack
(upbeat music)
Podcast Summary
Key Points:
The episode focuses on agent readiness and use cases in AI.
Use cases should involve complex decision-making, human bottlenecks, 24/7 responses, personalization, and tolerance for errors.
Companies should balance efficiency-focused and growth-focused use cases in their AI portfolio.
Summary:
The transcription discusses the importance of agent readiness and use cases in AI. It highlights the need for use cases involving complex decision-making, human bottlenecks, 24/7 responses, personalization, and tolerance for errors. The text emphasizes the importance of balancing efficiency-focused and growth-focused use cases in an AI portfolio.
It also touches on the selection, planning, and management of use cases, suggesting starting with low-hanging fruits and gradually moving towards high-risk, high-reward opportunities. The text emphasizes continuous monitoring of deployed agents, measuring ROI, and accounting for costs and errors. It provides a formula for measuring agent ROI and stresses the need for conservative judgment calls and realistic assessments of agent accomplishments.
Companies are advised to include all resources involved in agent deployment for sustainable production.
FAQs
Good sources of ideas for agent use cases include input from mid-level employees who understand feasibility and need for buy-in, as well as identifying complex decision-making processes that involve variability.
Companies should look for use cases involving complex and variable decision-making, areas where human bottlenecks exist, scenarios requiring 24/7 responses, and instances where high personalization is needed.
Focusing on use cases with tolerance for errors is important to avoid critical mistakes, like in payroll calculations, where precision is crucial.
Common use cases include FAQ or policy bots, company knowledge retrieval, operational workflow automation, and market monitoring for competition and regulations.
Companies should balance efficiency-focused and growth-focused use cases, prioritize low-hanging fruits for quick wins, and gradually move towards high-risk, high-reward 'moonshot' projects.
Continuous monitoring ensures that deployed agents perform as expected in real-world scenarios, helping companies adjust for unexpected outcomes and accurately measure ROI.
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