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            Identify AI Use Cases in Your Business Processes

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            Identify AI Use Cases in Your Business Processes

            Examine your everyday operations and identify which business processes could benefit from implementing an AI solution.

            Identify where AI solutions can help with a detailed review of your business processes. Having a goal of sales productivity gains is helpful, but implementing solutions that help you achieve that goal means taking a deep look at the associated processes and estimating how much productivity can be gained by implementing AI solutions. This analysis helps your key stakeholders understand the value added by investing in AI.

            1. Write down the steps of the process. What’s the sequence of tasks needed to achieve the results? Are approvals involved?
            2. Identify who's involved in the process. Are certain individuals required or optional? Can you consolidate steps based upon the people involved?
            3. Identify the involved systems and data. Are individuals required to access multiple systems while completing the task? If the system is down, is a backup system in place? What data sources must be accessed to complete the task? Can your process benefit from bringing outside data sources into Salesforce?
            4. Estimate the amount of time each step typically takes. Use the best metric that works for your team, such as business days, hours, or minutes. Sometimes it helps to start with a rougher time estimate and then review these numbers with stakeholders to arrive at a more accurate estimate.
            5. Review relevant AI solutions. A great place to start is the Salesforce AI Use Case Library. Which solutions can work as is? Which ones can work with some customization? Which ones are analogous to what you want to build?
            6. Identify the steps that AI can improve, and quantify the benefits.
              1. Review those steps and estimate how much time can be saved per step. Check in with your colleagues who made the original estimates to confirm these time estimates.
              2. Based on the time savings, calculate the amount of money saved in this business process by using AI. Determine whether the cost savings and productivity gains align with your company's AI vision.

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