Shark Tank案例研究：提高組織支持和采用GenAI.pdf

1、1Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.1Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Shark Tank Case StudyRamping up Organization Buy-in&Adoption of GenAI2Insight Proprietary&Confidential.Do Not Copy

2、 or Distribute.2024 Insight.All Rights Reserved.Agenda/Learning Objectives Identify the fundamentals of Generative AI(GenAI)Analyze a real-world case study of successful GenAI implementation,identifying key challenges and solutions Determine engagement strategies for communicating the value of GenAI

3、 to various stakeholder Identify best practices for managing organizational change and ensuring the smooth adoption of new technologies3Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Live Content SlideWhen playing as a slideshow,this slide will display li

4、ve contentPoll:What is the biggest driver of digital transformation for your organization?4Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Live Content SlideWhen playing as a slideshow,this slide will display live contentPoll:How familiar are you with GenA

5、I?5Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Live Content SlideWhen playing as a slideshow,this slide will display live contentPoll:If you are working on a GenAI project in your organization,what is the biggest challenge you are facing?6Insight Propr

6、ietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Generative AI in Accounting and Finance What is the technology?How does it differ from other types of automation,AI?How can/should it be used in accounting and finance?What are the benefits of using GenAI technology in ac

7、counting and finance?How does risk and governance play into use case evaluation?7Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Generative AI,as defined by Insight GPT Generative AI refers to artificial intelligence systems that are designed to generate n

8、ew content,such as images,text,audio,or video,that is not directly copied from existing data.These systems use machine learning techniques,such as neural networks,to learn patterns and relationships in data and then generate new content based on those patterns.Generative AI has applications in vario

9、us fields,including art generation,content creation,and data synthesis.8Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Wide Range of Applications of GenAIGenerative AI has a wide range of applications across various industries.Some common applications of

10、generative AI include:1.Art Generation:Generative AI can create unique and original artwork,music,and other forms of creative content2.Text Generation:It can be used to generate human-like text,such as writing articles,stories,or even chatbot responses3.Image Synthesis:Generative AI can create reali

11、stic images,such as generating new faces,landscapes,or objects4.Video Generation:It can be used to create deepfake videos,generate animations,or enhance video content5.Data Augmentation:Generative AI can generate synthetic data to augment training datasets for machine learning models6.Drug Discovery

12、:It can be used to generate new molecular structures for drug discovery and development7.Fashion Design:Generative AI can assist in designing new fashion trends and styles8.Game Development:It can generate game levels,characters,and other content for video games9Insight Proprietary&Confidential.Do N

13、ot Copy or Distribute.2024 Insight.All Rights Reserved.Finance Applications of GenAIIn the field of finance,generative AI can be applied in various ways to improve decision-making,risk management,and customer service.Some common applications of generative AI in finance include:1.Algorithmic Trading:

14、Generative AI can be used to develop trading algorithms that analyze market data and generate buy or sell signals based on patterns and trends2.Risk Assessment:Generative AI can help financial institutions assess and manage risks by generating scenarios and simulations to predict potential outcomes

15、and mitigate risks3.Fraud Detection:Generative AI can be used to detect fraudulent activities by generating anomaly detection models that identify unusual patterns in financial transactions4.Portfolio Management:Generative AI can assist in portfolio optimization by generating investment strategies a

16、nd asset allocations based on market trends and risk profiles5.Customer Service:Generative AI can be used to create personalized financial advice and recommendations for customers based on their individual preferences and financial goals6.Credit Scoring:Generative AI can help in generating credit sc

17、ores and assessing creditworthiness by analyzing various data points and patterns in customer behavior7.Natural Language Processing:Generative AI can be used to generate financial reports,summaries,and insights from large volumes of unstructured data such as news articles,research reports,and social

18、 media posts10Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.GenAI TechnologiesGenerative AI relies on various technologies and techniques to create new content and generate outputs.These technologies and techniques are instrumental in enabling generative

19、 AI systems to learn patterns from data and generate new content across various domains.Some of the core types of technologies used in generative AI include:1.Generative Adversarial Networks(GANs):GANs consist of two neural networks-a generator and a discriminator-that work together to generate real

20、istic data.The generator creates new content,while the discriminator evaluates the generated content to distinguish between real and fake data2.Variational Autoencoders(VAEs):VAEs are neural network architectures that learn to encode and generate data by capturing the underlying distribution of the

21、input data.They are commonly used for generating new data points based on the learned distribution3.Recurrent Neural Networks(RNNs):RNNs are a type of neural network architecture that is well-suited for sequential data generation,such as text or music generation.They have a feedback loop that allows

22、 them to capture dependencies in the input data4.Transformer Models:Transformer models,such as the popular BERT and GPT(Generative Pre-trained Transformer)models,are powerful deep learning architectures that can generate text and other types of content by learning patterns in large amounts of data5.

23、Deep Reinforcement Learning:Deep reinforcement learning algorithms,such as Deep Q-Networks(DQN)or Proximal Policy Optimization(PPO),can be used for generative tasks that involve decision-making and optimization6.Attention Mechanisms:Attention mechanisms,commonly used in transformer models,allow the

24、model to focus on different parts of the input data when generating outputs,improving the quality of generated content7.Probabilistic Graphical Models:These models represent complex relationships between variables and can be used for generating structured outputs based on learned probabilistic relat

25、ionships11Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.GenAI Technologies,Summarized Input:Existing datasets Tech/How:GenAI technologies Output:Newly generated data the mimics the input12Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 In

26、sight.All Rights Reserved.Transformative Role of GenAI in Finance Generative AI is not just a passing trend but a powerful force reshaping the finance industry It offers innovative solutions and opportunities for growth and efficiency Generative AI requires strategic buy-in and adoption from financi

27、al institutions Investing in Generative AI technologies can lead to competitive advantages and improved decision-making processes Key Considerations for Adoption Understanding the potential benefits and challenges of implementing GenAI in your finance team(s)and/or organization Developing a strategi

28、c roadmap for adoption and integration into existing processes13Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Journey from Innovation to Implementation Implementing cutting-edge technology is just the beginning of the journey Success requires a holistic

29、approach that includes people,processes,strategic alignment AND DATA Strategic buy-in and adoption are critical for successful implementation Engaging stakeholders,aligning goals,and fostering a culture of innovation are key components14Insight Proprietary&Confidential.Do Not Copy or Distribute.2024

30、 Insight.All Rights Reserved.Journey from Innovation to Implementation,continued Building a Strong Foundation Establishing a strong foundation for implementation,including clear goals,resources,and timelines Developing a roadmap that outlines the steps from innovation to full-scale implementation Ov

31、ercoming Challenges Addressing challenges and barriers to implementation,such as resistance to change,skills gaps,and organizational silos Implementing strategies to mitigate risks and ensure successful adoption Monitoring and Evaluation Monitoring progress and evaluating the impact of implementatio

32、n Iterating on the implementation process based on feedback and data-driven insights Celebrating Success and Continuous Improvement Recognizing achievements and milestones along the journey Embracing a culture of continuous improvement and innovation to drive ongoing success15Insight Proprietary&Con

33、fidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Live Content SlideWhen playing as a slideshow,this slide will display live contentPoll:If you have not started using GenAI in your organization,what do you think is the biggest challenge in implementing GenAI in your organization?1

34、6Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Shark Tank:Case Study Proactive leadership prioritizing employee engagement,talent development and a culture of innovation AI policy Global training,cross-functionally Enterprise-contained technology solutio

35、n Start small-$135K of“tokens”Global Finance“shark tank”competition Rewards and recognition Cross-functional collaboration Results and Impact:Increased employee engagement and buy-in Identification of valuable use cases review of final 917Insight Proprietary&Confidential.Do Not Copy or Distribute.20

36、24 Insight.All Rights Reserved.Live Content SlideWhen playing as a slideshow,this slide will display live contentPoll:Who do you think is the most critical stakeholder to engage for successful GenAI adoption?18Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserve

37、d.Stakeholder Engagement Approaches to securing organizational buy-in Drive successful adoption of GenAI solutions Communicating the value of GenAI Tailoring messages for different stakeholders Techniques for communicating the value of GenAI Engaging different stakeholders within the organization19I

38、nsight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Live Content SlideWhen playing as a slideshow,this slide will display live contentPoll:What change management strategy do you find most effective?20Insight Proprietary&Confidential.Do Not Copy or Distribute.20

39、24 Insight.All Rights Reserved.Change Management Equipping Finance Professionals and Change Agents Knowledge and tools to champion GenAI initiatives Drive meaningful change within the organization Best practices for managing the transition Managing change effectively21Insight Proprietary&Confidentia

40、l.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Open Q&A,Discussion/Other experiences22Insight Proprietary&Confidential.Do Not Copy or Distribute.2024 Insight.All Rights Reserved.Live Content SlideWhen playing as a slideshow,this slide will display live contentPoll:Please rate this session 1-10(10 being best)