AI Engineering
Building an AI Document Classification System: The Architecture Decisions That Mattered | AI PM Portfolio Building an AI Document Classification System: The Architecture Decisions That Mattered February 25, 2023 · 16 min read · Technical Case Study At a YC-backed tax-tech startup, we built a document classification system that needed to sort thousands
Career
From 6,000 Offices to a 5-Person Startup: Why I Chose Speed Over Scale | AI PM Portfolio From 6,000 Offices to a 5-Person Startup: Why I Chose Speed Over Scale January 12, 2023 · 14 min read · Career / Decision Framework I left a role managing AI systems across a national
AI Engineering
My Year-End Reflection: What Enterprise AI Got Right and Wrong in 2022 | AI PM Portfolio My Year-End Reflection: What Enterprise AI Got Right and Wrong in 2022 December 20, 2022 · 14 min read · Reflection / Analysis 2022 was the year enterprise AI went from pilot to production. But inside a 6,
AI Engineering
Processing Efficiency vs User Experience: The False Tradeoff in Enterprise AI | AI PM Portfolio Processing Efficiency vs User Experience: The False Tradeoff in Enterprise AI November 8, 2022 · 15 min read · Framework / Case Study At a national tax services company, everyone assumed our AI system faced a fundamental tradeoff: faster
AI Engineering
The 10% Accuracy Improvement That Saved Millions | AI PM Portfolio The 10% Accuracy Improvement That Saved Millions September 30, 2022 · 15 min read · Case Study / Deep-Dive A 10% accuracy improvement on 50,000 AI-processed tax returns does not sound dramatic until you calculate the downstream impact: approximately 5,000 fewer
AI Engineering
50,000 AI-Processed Tax Returns: What We Measured and What Surprised Us | AI PM Portfolio 50,000 AI-Processed Tax Returns: What We Measured and What Surprised Us August 22, 2022 · 16 min read · Case Study / Metrics Deep-Dive After processing 50,000 tax returns with AI at a national tax services
Change Management
Managing 10,000 Agents Through a Product Transition | AI PM Portfolio Managing 10,000 Agents Through a Product Transition June 14, 2022 · 15 min read · Case Study / Playbook Rolling out AI-assisted workflows to 10,000 call center agents at a national tax services company taught me that technology adoption is
Compliance
Compliance-First Product Development: A Framework for Regulated Industries | AI PM Portfolio Compliance-First Product Development: A Framework for Regulated Industries April 28, 2022 · 14 min read · Framework / Case Study In regulated industries, compliance is not an obstacle to good product development -- it is a design constraint that produces better products.
AI Engineering
The Human-in-the-Loop Imperative: Why Our AI Tax System Needed 3 Layers of Review | AI PM Portfolio The Human-in-the-Loop Imperative: Why Our AI Tax System Needed 3 Layers of Review March 15, 2022 · 15 min read · Case Study / Framework When building AI systems that make consequential decisions, human-in-the-loop review is not
Platform
What Building for 6,000 Locations Taught Me About Platform Thinking | AI PM Portfolio What Building for 6,000 Locations Taught Me About Platform Thinking January 20, 2022 · 14 min read · Framework Platform thinking means designing systems where shared capabilities serve 80% of needs, configurable layers handle 15% of variation,
Metrics
The SLA Improvement Paradox: Why 8% Better Means Everything in Logistics | AI PM Portfolio The SLA Improvement Paradox: Why 8% Better Means Everything in Logistics December 10, 2021 · 12 min read · Framework / Data Deep Dive An 8% improvement in SLA adherence sounds incremental. In logistics, it meant the difference between
Enterprise
Selling to Fortune 500 Enterprises When You're a 15-Person Startup | AI PM Portfolio Selling to Fortune 500 Enterprises When You're a 15-Person Startup October 25, 2021 · 13 min read · War Story Selling to a Fortune 500 enterprise as a 15-person startup requires a fundamentally different playbook