2472 - Better Business Automation The BBB AI and Business Automation Journey and Roadmap.pdf

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1、October 21-24,2024Mandalay Bay Convention CenterLas Vegas,Nevada2472Dale Dixon,Chief Innovation Officer,The Better Business BureauBrian French,CEO,Salient ProcessBetter Business Automation:The BBBs AI and Automation Journey and Roadmap#IBMTechXchange2Brian FrenchCEO,Salient ProcessDale DixonCIO,Bett

2、er Business Bureau#IBMTechXchange3Agenda01020304050607080910IntroductionOutcomesAbout the BBBPain Points and OpportunitiesAutomation and AI RoadmapTechnology OverviewImplementation TimelineDemonstrationLessons LearnedQ&A#IBMTechXchange$1.5M+1.1K4Time Savings(in hours annually)Financial Impact(annual

3、)#IBMTechXchangeAbout the Better Business BureauFounded in 1912AccreditationBusiness Growth Assistanceand Advertising Services5Envisions an ethical marketplace where buyers and sellers trust each other.Scam TrackerDispute Handling and ResolutionCustomer Reviews#IBMTechXchange6FindingsPain Points Leg

4、acy Technology Numerous Manual Tasks Many other BBB AffiliatesOpportunities Lots of Data Established Credibility Talented and Visionary Team#IBMTechXchange7BBBs Roadmap to Automation/AIScale and OptimizeEnhance data structure for ML&AI Models Utilize Gen AI and ML(Watson Orchestrate,watsonx.ai,watso

5、nx.discovery)Advanced AI Integrations Utilize existing Automations&AI Platforms(RPA,BAW&ODM)Data gathering&Preparation(Blueworks Live)#IBMTechXchange8IBM Technology OverviewBlueworks LiveProcess Mapping and DocumentationRPAAutomate creation of Marketing LeadsProvide integration with current CRMWatso

6、n Orchestrate/AssistantChannel for agents to get licensing requirementsWatson DiscoveryRAG search for virtual assistantsBusiness Automation WorkflowStreamline and Automate lead management processOperational Decision ManagementProvide licensing requirements to agentsIBM TechXchang