AI Platforms

Through 100+ interviews with business decision-makers about AI, I’ve identified both big potential opportunities and areas of greatest concern.

Decision-makers are caught between “fear of missing out” and “fear of f*cking up”. Attitudes and strategies are ever-shifting, though, and more are seeking lower risk uses with clear ROI over bigger gambles.

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AI B2B Ad Management Workflow
— Defined where AI capabilities were unclear to users and how to make those capabilities, and their value, more clear
— Determined where and how to promote agentic AI within workflows so that users would be more likely to use it and understand the value

IMPACT
Created roadmap for client to improve workflow tools so that users would understand the value of the AI features and use them more

AI Ad Demand Side Platform (DSP)
— Identified how campaign managers want to use AI-optimized DSP tools (recommendations re: placement, timing, etc.)
— Defined what aspects of ad management users are willing to use agentic AI for (timing, locations) vs not (creative)

IMPACT
Identified where and how ad managers wanted – and didn’t want – to use AI. And also where users could get the most value from agentic AI

AO Workflow Management Platform
— Determined biggest challenges to agentic AI adoption. (People fear agentic mistakes. Prefer to use for triage, organization, error reduction)
— Defined which steps in workflows users most want to use AI

IMPACT
Defined highest value industries and use cases for AI adoption e.g. insurance claim initial evaluations

B2B Investment Management Tools for Financial Advisors
— Identified where financial advisors most want to use AI tools (e.g. prospecting and client management vs portfolio management)
— Determined what aspects of investment management financial advisors are most open to considering AI.

IMPACT
Provided client direction for what types of AI features or tools it could consider building. And how to address where people are resistant to using it