
you will gain knowledge on:
- Identifying Stakeholders, Goals, and Technical Solutions
- Understanding the key stakeholders involved in an AI project (business leaders, data scientists, engineers, end-users).
- Defining clear business objectives and success metrics for your AI initiative.
- Selecting the appropriate AI models, tools, and technologies to meet your project requirements.
- Explaining the Stages of an AI Project
- Problem Definition: Identifying the problem AI will solve and defining its scope.
- Data Collection & Preparation: Gathering relevant data and cleaning it for model training.
- Model Development: Choosing and training machine learning models based on project goals.
- Testing & Validation: Evaluating the model’s performance using validation techniques.
- Deployment: Integrating the model into a production environment.
- Monitoring & Maintenance: Continuously improving and updating the AI solution.
- Scheduling the Project Timeline
- Breaking down the AI project into manageable phases.
- Estimating time requirements for each stage.
- Setting realistic deadlines and milestones.
- Managing risks and dependencies to ensure timely project delivery.
See about the plan of AI Strategy
AI Project Development Steps
1. Develop Your Organization’s Vision for AI
- Define how AI aligns with your organization’s overall mission and strategy.
- Identify key areas where AI can drive value and competitive advantage.
- Set clear expectations on AI adoption, impact, and long-term benefits.
2. Establish AI Governance
- Define policies and ethical guidelines for AI implementation.
- Ensure compliance with legal and industry regulations.
- Assign roles and responsibilities for AI governance, including risk management and accountability.
3. Identify AI Use Cases
- Analyze business challenges that AI can address effectively.
- Prioritize AI projects based on feasibility, impact, and resource availability.
- Develop a roadmap for AI implementation aligned with business objectives.
Step 1 : Prepare for Your AI Project
Step 2 : Identify Project Stakeholders
Step 3 : Team
i) People manager of the end users: This person manages the end users affected by the AI project.
ii) Executive sponsor: This person allocates resources and prioritizes the AI project.
iii) Security and Legal: These stakeholders make sure AI project is ethical, secure, and uses customer data legally.
iv) Technical team: They build the AI project.
AI Project Plan
1. Plan
- Define the problem to solve with AI and establish success metrics.
- Assess the technical and data requirements of the project.
- Identify necessary features and customizations to address the problem.
- Prepare and preprocess the required data for AI model training.
- Develop a trust strategy to ensure ethical AI use and transparency.
- Share the project plan with stakeholders for alignment and approval.
2. Build
- Set up, customize, or develop the AI solution.
- Conduct a pilot phase to test the solution and gather initial feedback.
- Analyze feedback and refine the AI model for improved performance.
3. Launch
- Communicate the change and AI implementation to the organization.
- Provide necessary training to end users.
- Take a baseline measurement of key success metrics.
- Deploy the AI solution to all end users.
- Collect ongoing feedback to assess user experience and effectiveness.
- Evaluate the overall project success based on predefined metrics.
4. Maintain & Improve
- Continuously monitor AI system performance and user engagement.
- Gather qualitative and quantitative feedback for ongoing optimization.
- Update and refine the AI solution to align with evolving business needs.
AI Project Timeline
Your AI project timeline will depend on the complexity of the solution, data readiness, and organizational factors. Below is a sample timeline for a 3-month (12 weeks) and 6-month (24 weeks) plan.
Stage | 3-Month Plan (12 Weeks) | 6-Month Plan (24 Weeks) |
---|---|---|
Plan | 2 weeks | 4 weeks |
– Define the problem & success metrics | ✅ | ✅ |
– Assess technical & data requirements | ✅ | ✅ |
– Identify features & customization | ✅ | ✅ |
– Prepare data | ✅ | ✅ |
– Build a trust strategy | ✅ | ✅ |
– Share plan with stakeholders | ✅ | ✅ |
Build | 9 weeks (1 week testing, 2 weeks pilot) | 18 weeks (2 weeks testing, 4 weeks pilot) |
– Set up & customize the solution | ✅ | ✅ |
– Conduct a pilot & collect feedback | ✅ | ✅ |
– Refine the solution | ✅ | ✅ |
Launch | 1 week | 2 weeks |
– Announce the change | ✅ | ✅ |
– Deliver training | ✅ | ✅ |
– Measure baseline metrics | ✅ | ✅ |
– Full rollout & collect feedback | ✅ | ✅ |
After launch, ongoing maintenance and improvements are essential.
Resources
- Article: Examples of SMART Business Goals
- Article: Requirements for an AI Project
- Article: Navigating the AI Implementation Journey: Buy or Build?
- Template: Generative AI Rollout Plan
- Salesforce Help: Einstein Generative AI
- Salesforce Help: Agentforce Agents
- Salesforce Help: Prompt Builder
- Salesforce Help: Automate Tasks with Flows
- Salesforce Help: About Salesforce Data Cloud