- Business Partnership & Discovery
- Partner with Business Unit leaders and end users to understand workflows, pain points, and opportunities for AI agents and automation.
· Facilitate discovery sessions to define success criteria, value hypotheses, functional requirements, and adoption plans.
· Translate business needs into clear user stories, process maps, and solution designs.
- Agent & Automation Development (Glean + Workato)
· Configure and implement AI agents in Glean, including intents, knowledge sources, guardrails, escalation paths, and user experiences.
· Build, test, and maintain Workato recipes to automate business processes and orchestrate integrations across systems.
· Develop reusable components (templates, standards, connectors, patterns) to accelerate delivery and ensure consistency.
· Implement error handling, monitoring, logging, and alerting for reliability and operational support.
- Data, Knowledge, and Enablement
· Partner with system owners and content stewards to improve knowledge quality, data accessibility, and source-of-truth alignment for agent performance.
· Support content curation and indexing strategies to improve retrieval quality and reduce hallucinations or incorrect actions.
· Create user documentation, runbooks, and enablement materials to drive adoption and self-service where appropriate.
- Governance, Security, and Compliance
· Collaborate with IT & Infosec to implement role-based access, data handling standards, and secure-by-design practices for agents and automations.
· Ensure solutions adhere to company policies for privacy, security, auditability, and change management.
· Assist with risk reviews and participate in testing/validation of agent behaviors, including safe actions and escalation for sensitive tasks.
- Measurement & Continuous Improvement
· Define and track KPIs such as time saved, cycle-time reduction, error-rate reduction, agent containment, and user satisfaction.
· Analyze performance and usage data to recommend improvements and prioritize enhancements.
· Maintain a backlog of opportunities and continuously identify additional high-impact use cases.