Dr. Dana Ruiter works as a Senior Consultant in an interdisciplinary team of AI specialists at Porsche Consulting. She holds a Ph.D. in Computational Linguistics and specializes in Artificial Intelligence, Data Analytics, and Natural Language Processing. In an interview with Porsche Consulting Magazine, she discusses which use cases are best suited for AI agents in business, how to ensure successful implementation, why excellent data quality is critical – and how the management consultancy Porsche Consulting supports its clients throughout this journey.
What should companies prepare before using AI agents?
Dr. Dana Ruiter: Many companies rely on AI agents. But they should be aware of this: Not every use case is well served by an AI agent. It is important to clarify what is really needed before implementation. One example: We had a client who wanted to equip their sales team with data-driven recommendations for upselling customers. The client had envisioned an AI agent as a chatbot that sales employees could ask about upselling potential. But isn’t it better to calculate the potential in a prediction model and then send it automatically to the relevant sales employee? This avoids the question-and-answer game and the recommendations are also of a higher quality thanks to the prediction model.
AI agents are always useful when relevant information needs to be identified from a large number of documents and processed according to certain rules. The following also applies: The quality of an AI agent is heavily dependent on the quality of the data. So when deciding whether to use an agent, it must be clear what type of data is required. The data must then be stored centrally for the AI agent. Ideally, the data should be cleaned up beforehand so that only up-to-date data with well-maintained metadata are available.
Is the selective use of AI agents for selected tasks enough to get started, or does the entire organization need to be restructured from the outset?
Both! At Porsche Consulting, we pursue a “broad and deep” approach. This means: In order to use AI agents effectively in companies, it makes sense to implement smaller, selective AI agents at the process level as well as AI agents for broad use in the company as a whole.
The “deep” agents require a clear analysis of the process. This is the only way to understand where the AI agent can provide the greatest gain in efficiency or for which decisions it can provide useful support. It must then be clearly understood which data pools are needed to implement the agent – and how the information extracted from them is processed and made available to the end user. This can be done quickly. We implemented several deep agents for one client within a few weeks. Among other things, they help customer success managers to prepare for and follow up on customer meetings.
Things look trickier for the “broad” agent. Its aim is to give the wider workforce quick access to relevant internal data. In one project, we implemented a broad agent that not only provides internal information, but also helps employees send emails, identify free appointment slots, set appointments, and perform simple analyses via company dashboards. All of this requires a great deal of effort in terms of data preparation, data governance, and training employees in the use of the tool. Such broad agents are complex to implement and involve a high investment. However, they are an important pillar if a company wants to develop in the direction of “AI first” and establish AI as the basis for all processes and decisions.