If customers can increasingly produce reports themselves using AI, a provider must reconsider its business. Should it offer existing reports more cheaply or develop a new service with ongoing expert-reviewed insights? Compare the options and test a work sample for the new service.
Compare both options by customer value, revenue model, data access and required capabilities. Create a small work sample for the new service and test it with your own or supplied data against criteria set in advance. Assess supplied customer feedback and reconsider your decision if the necessary data is unavailable.
Your AI service concept and completed trial worksheet record the offer, procedure and assumptions. Plan a customer experiment for your own business; actual customer contact requires access and authority.
What you will work on
Determine how AI could contribute to customer value and the business
Compare transformation options by value, prerequisites and risks
Compare report production with an ongoing reviewed service in a customer case
Who it is for
Senior executives
Transformation leaders
Strategy and business development managers
Topics
What your customers need and how AI changes it
Services and business models
Data, capabilities and operating model
Initiatives aligned with the strategy and dependencies
Who runs the trial, reviews the results and decides whether to continue
Your result
Your AI service concept describes the customer task, offer and procedure. The completed trial worksheet records test criteria and assumptions to investigate further for your business.
Prerequisites
Responsibility for a defined business area or access to its non-confidential planning information, plus experience in strategy or business-model work and basic familiarity with AI applications. You can also work on a case provided in the course.
Format and approach
The self-paced course is planned for 12–16 hours. Develop and test a service concept and check your work using explanations.
Develop a concept for an AI product or service and test whether customer value and costs fit together. Define the customer task, compare an alternative and specify data needs, human review and operational responsibility.
A service agent promises high value but needs data approval that is not yet available and the same scarce specialist as other initiatives. An internal search tool can be tried in a limited way with approved documents. Decide which AI initiative should start first.
Plan an AI pilot using a customer-service case from a financial-services organisation. Work out who provides the required evidence, when an approval decision is needed and which preparatory tasks can already begin.