> VIP access: THOMANN: AI FROM A SINGLE SOURCE: Learning area with all links for participants in Sanjay Sauldie's seminar

Please request all current seminar documents (pdfs etc.) free of charge here:

http://seminar.kiroi.org/
KEYWORD: thomann24

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Daily tasks:

    One-off tasks per department:

    Hand tools by department/topic:

    WORKSHOP 1: AI solutions for managing directors and decision-makers

    AI tool Practical example Link
    Tableau Data visualisation for better decision-making Tableau
    Power BI Interactive dashboards for business analyses Power BI
    Google Analytics Web analysis for the optimisation of marketing strategies Google Analytics
    IBM Watson AI-supported analyses for business strategies IBM Watson
    Salesforce Einstein AI-supported CRM solutions to improve customer relationships Salesforce Einstein
    Sisense Data analyses for the optimisation of business processes Sisense
    Domo Business intelligence for decision-making Domo
    Qlik Data visualisation and analysis for strategic decisions Qlik
    Klipfolio Real-time dashboards for performance tracking Klipfolio
    Monday.com Project management tool to increase efficiency Monday.com
    Asana Task management to improve team productivity Asana
    Trello Visualisation of projects for a better overview Trello
    Notion Knowledge management and project organisation Notion
    Slack Communication tool to improve team collaboration Slack
    Zoom Video conferencing for effective communication Zoom
    Miro Online whiteboard for creative collaboration Miro
    Airtable Database tool for project and task management Airtable
    ClickUp All-in-one project management tool ClickUp
    HubSpot Inbound marketing and CRM platform HubSpot
    Hootsuite Social media management for brand monitoring Hootsuite
    Sprout Social Analysing social media to adapt the strategy Sprout Social
    Zendesk Customer service management for a better customer experience Zendesk
    Intercom Customer communication and support platform Intercom
    Freshdesk Support management for customer enquiries Freshdesk
    Coda Documentation and project management tool Coda
    Zapier Automation of work processes Zapier
    Grammarly AI-supported text optimisation to improve communication Grammarly
    DocuSign Electronic signatures to increase efficiency DocuSign
    Xero Cloud-based accounting software Xero
    QuickBooks Financial management and accounting QuickBooks
    Stripe Payment processing and management Stripe
    Hubstaff Time management and productivity monitoring Hubstaff
    Toggl Time recording for better project planning Toggl
    Harvest Project time recording and invoicing Harvest
    Gusto Personnel management and payroll accounting Gusto
    Rippling HR management and payroll accounting Rippling
    Lattice Employee feedback and performance management Lattice
    15Five Employee engagement and feedback management 15Five
    Culture Amp Employee feedback to improve the corporate culture Culture Amp
    LinkedIn Learning Online courses for employee development LinkedIn Learning
    Coursera Online learning platform for professionals Coursera
    Udemy Further education and training for employees Udemy
    Skillshare Creative learning platform for team skills Skillshare

     

    WORKSHOP 2: AI solutions for marketing and sales

    AI tool Practical example Link
    HubSpot Automation of marketing campaigns HubSpot
    Salesforce Einstein Predicting customer behaviour and lead scoring Salesforce
    Marketo Personalisation of marketing campaigns Marketo
    Drift AI-driven chatbots for customer interaction Drift
    Pendo User analyses to improve the user experience Pendo
    ActiveCampaign Automation of email marketing ActiveCampaign
    Socialbakers Analysing social media performance Socialbakers
    AdRoll Retargeting campaigns with AI optimisation AdRoll
    Crystal AI-supported customer analyses for a personalised approach Crystal
    Zendesk Automating customer service with AI Zendesk
    Hootsuite Planning and analysing social media campaigns Hootsuite
    Sprout Social Social media management and analysis Sprout Social
    SEMrush Keyword analysis and SEO optimisation SEMrush
    Ahrefs Backlink analysis and SEO tools Ahrefs
    BuzzSumo Content analysis and trend monitoring BuzzSumo
    Google Analytics User behaviour and campaign tracking Google Analytics
    Mailchimp Email marketing automation Mailchimp
    Klaviyo Personalised email campaigns Klaviyo
    Gong.io Sales analyses and conversation analyses Gong.io
    InsideSales.com AI-supported sales optimisation InsideSales
    SalesLoft Automation of sales processes SalesLoft
    Pipedrive Sales management and automation Pipedrive
    Conversica Automated sales assistance Conversica
    HubSpot Sales Automation of the sales process HubSpot Sales
    Leadfeeder Identification of website visitors for lead generation Leadfeeder
    Talkdesk AI-driven customer service platform Talkdesk
    ChatGPT AI-supported content and customer interactions ChatGPT
    Evergage Real-time personalisation for websites Evergage
    Segment Customer data platform for personalised experiences Segment
    Retention Science Customer loyalty through data-based analyses Retention Science
    Amplitude Product analyses to improve the user experience Amplitude
    UserTesting User feedback for the optimisation of marketing strategies UserTesting
    ClickFunnels Sales funnel for online marketing ClickFunnels
    Unbounce Landing pages for marketing campaigns Unbounce
    Optimizely A/B testing for the optimisation of marketing campaigns Optimizely
    FunnelFLARE Automation of marketing workflows FunnelFLARE
    AdEspresso Management and optimisation of Facebook ads AdEspresso
    BrightEdge SEO optimisation and content management BrightEdge
    VWO Testing and optimisation of websites VWO
    PathFactory Personalised content experiences PathFactory
    Yext Search engine optimisation for local companies Yext
    Crayon Competition analysis and market observation Crayon
    InsightSquared Sales analyses and forecasts InsightSquared

     

    WORKSHOP 3: AI solutions for HR, IT and compliance

    AI tool Practical example Link
    Workday Personnel management and talent acquisition Workday
    BambooHR Automation of HR processes BambooHR
    SAP SuccessFactors Employee administration and performance management SAP SuccessFactors
    ADP Payroll accounting and compliance management ADP
    Oracle HCM Cloud Talent management and employee development Oracle HCM
    IBM Watson Talent AI-supported recruitment and talent management IBM Watson Talent
    Pymetrics AI-supported applicant selection and assessment Pymetrics
    HireVue Video interviews and AI-supported evaluation HireVue
    Eightfold AI Talent acquisition and development with AI Eightfold
    Gloat Internal mobility and talent management Gloat
    Phenom Personalised candidate experience Phenom
    Cornerstone OnDemand Learning and development for employees Cornerstone
    LinkedIn Talent Solutions Recruitment and talent management LinkedIn
    Zoho People HR management and employee satisfaction Zoho People
    ChatGPT Automated HR chatbot for employee enquiries ChatGPT
    ServiceNow IT service management and compliance ServiceNow
    Splunk IT security monitoring and compliance Splunk
    Darktrace Cybersecurity management with AI Darktrace
    CrowdStrike Threat detection and cyber defence CrowdStrike
    Octa Identity and access management Octa
    Vanta Automation of the compliance check Vanta
    ComplyAdvantage Monitoring compliance risks ComplyAdvantage
    LogicGate Workflow automation for compliance LogicGate
    TrustArc Data protection management and compliance TrustArc
    OneTrust Data protection and compliance solutions OneTrust
    SAI360 Risk management and compliance management SAI360
    Zenefits HR management and compliance Zenefits
    Microsoft Compliance Compliance management for Microsoft 365 Microsoft Compliance
    GRC Platforms Governance, Risk, and Compliance Management GRC Platforms
    MetricStream Risk and compliance management MetricStream
    RiskWatch Risk management with AI RiskWatch
    Everbridge Crisis management and compliance management Everbridge
    Qualys Security monitoring and compliance Qualys
    Netwrix IT compliance management and auditing Netwrix
    CyberArk Privileged Access Management CyberArk
    Sysdig Cloud security and compliance management Sysdig
    RSA Archer Risk management and compliance RSA Archer
    AxiomSL Regulatory reporting and compliance AxiomSL
    Diligent Governance solutions for compliance Diligent
    Infor CloudSuite Cloud-based ERP for HR and compliance Infor
    iCIMS Talent Acquisition Software iCIMS
    ClearCompany Talent management and applicant tracking ClearCompany

     

    WORKSHOP 4: Solutions for purchasing, production and logistics

    AI tool Practical example Link
    SAP Ariba Optimisation of procurement processes SAP Ariba
    IBM Watson Supply Chain Prediction of supply chain bottlenecks IBM Watson
    Llamasoft Optimisation of stock levels Llamasoft
    Blue Yonder Demand planning for retailers Blue Yonder
    Cycus Automation of invoice verification Cycus
    Coupa Spend management and analysis Coupa
    ClearMetal Inventory optimisation in real time ClearMetal
    o9 Solutions Planning and decision-making in the supply chain o9 Solutions
    Infor CloudSuite Process automation in production Infor
    Kinaxis Sales & Operations Planning Kinaxis
    Demand Solutions Demand forecasts for production Demand Solutions
    AnyLogic Simulation of supply chains AnyLogic
    Sixfold Real-time transparency in logistics Sixfold
    Project44 Real-time tracking of deliveries Project44
    Shipwell Automation of shipping processes Shipwell
    Veho Optimising the last mile Veho
    Locus.sh Route optimisation for delivery Locus
    Freightos Automation of international shipping Freightos
    Tradeshift Digital invoice processing Tradeshift
    Invoice2go Automation of invoicing Invoice2go
    SpendHQ Analysis of expenses SpendHQ
    Riskmethods Risk management in the supply chain Riskmethods
    Aera Technology Automated decision making Aera
    ShipBob Fulfilment management ShipBob
    SkuVault Inventory management for e-commerce SkuVault
    SupplyPro Automation of procurement management SupplyPro
    Logility Supply Chain Planning Logility
    GEP SMART Procurement management and expenditure analysis GEP
    Cargobot Automation of freight selection Cargobot
    Axiom Cloud Cloud-based supply chain solutions Axiom
    Elementum Supply Chain Management Software Elementum
    ShipHero E-Commerce Fulfilment Solutions ShipHero
    LogicGate Risk management in the supply chain LogicGate
    Prologis Warehouse optimisation and management Prologis
    Intello Intelligent Supply Chain Management Intello
    Flexport Digital platform for international shipping Flexport
    FreightView Transport cost management FreightView
    Savi Technology Real-time analyses for the supply chain Savi
    Veeva Vault Cloud-supported data management in the supply chain Veeva
    Aera Insights Real-time analyses for decision-makers Aera
    CargoSmart Transparency in the supply chain CargoSmart
    E2open Supply Chain Collaboration E2open
    LogiNext Route optimisation and tracking LogiNext
    Anaplan Financial and operational planning Anaplan
    C3.ai AI solutions for the supply chain C3.ai
    Resilinc Supply chain risk management Resilinc
    Everstream Analytics Risk and supply chain analyses Everstream

     

    ARCHIVE:

    Marketing

    PROMPTING & DATABASES:

    • Exercise: Create your own master prompt
      • Clear target definitionStart with a clear description of what you want to achieve. Be it generating text, solving a problem, gathering information or getting advice, the objective should be precisely formulated.
      • Specificity and richness of detailThe more specific and detailed your enquiry is, the more relevant and accurate the response can be. Provide specific details or criteria that are important for your enquiry.
      • Context informationProvide enough context so that the AI model can interpret your query in the right context. This may include background information, relevant data or previous results that are important for understanding the query.
      • Expected structure or format: If you want a specific structure or format for the response (e.g. a list, a report, a dialogue), specify this explicitly. This helps to organise the response in the desired way.
      • Sound and style: Determine the desired tone and style of the response, especially if the text is intended for a specific audience or purpose. This can range from formal to informal, from technical to layman's terms.
      • Limits and restrictionsMake it clear which information or subject areas should be avoided. This helps to exclude unwanted or irrelevant content.
      • Formulate questions or instructions preciselyFormulate your questions or instructions clearly and directly to avoid misunderstandings. Avoid ambiguous formulations.
      • Consider interactivityIf you are planning an interactive session, communicate this and structure your requests accordingly. Indicate whether you would like step-by-step guidance, feedback or iterative improvements.
      • Data protection and ethicsTake data protection and ethical considerations into account when making your enquiry. Avoid requesting or providing personal, sensitive or proprietary information.
      • Feedback and customisationBe open to adapting your enquiry based on the feedback received or the results. This may include clarifying the enquiry or providing additional information to improve the quality of the response.

    HR:

    Prompt examples:

    • Act as a professional recruiter and make me a list of 10 new professions that will be created by large language models, prompt engineering and ChatGPT in the next 2 years. Transfer the results into a table with job title and short description.

     

    IT:

    Prompt examples:

    • As the IT manager of a medium-sized company, I am responsible for the smooth functioning of our CRM system. In recent weeks, however, there has been an increasing number of error messages. We now need to analyse these more closely in order to identify the causes and avoid future problems. Act as an expert for data analysis in the IT sector and help me to systematically analyse the collected error logs, recognise patterns and develop concrete solutions. The aim is not only to eliminate errors, but also to optimise the entire CRM and improve the customer experience. What tools and procedures can I use to identify the causes of errors and ensure that they do not occur again in the future? Create a 7-step guide that covers the basics of error log analysis, recommended tools, best practices and tips to avoid recurring issues.

    • I work with the CRM HubSpot and would like to create an automation that provides leads with a customised follow-up email. This should only be done for leads who fill out a specific form on our website. Act as an IT expert and provide me with an easy-to-follow step-by-step guide on how to set up this automation in HubSpot."

    • As CFO of a growing company, I am looking for ways to optimise our operating costs. IT is one of our biggest cost items and is therefore a particular focus. Act as an expert in IT cost management. What proven methods and strategies can we use to effectively reduce costs in this area without compromising performance? And what typical mistakes should be avoided at all costs? Create a clear table with the 5 most important factors for cutting IT costs. Include a brief description of the implementation, forecasts of potential savings, the most common mistakes and how they can be avoided. Also create a column to tick off the completed measures.

    • I am the managing director of a large online shop for electronic goods. As a digitalised company, it is essential for us to have a robust IT security strategy to protect business data, employee information and customer data from external threats. My company has around 70 employees, several physical warehouses and an online shop. Our focus is mainly on the German market, but we also have customers all over Europe. Act as an IT security expert and develop a comprehensive IT security strategy for my company. Consider the following requirements: 

      • Analyse the current security status: Describe the process for identifying and assessing potential security threats and the current security status.

      • Possible risks: Identify the 3 biggest internal and external threats to my company and my industry.

      • Preventive measures: List 5 recommended preventive security measures that should be implemented to defend against cyberattacks.

      • Reactive measures: Explain what steps should be taken in the event of a security breach.

      • Employee training: Provide recommendations & tips on how often employee safety training should be conducted and how it can be organised.

      • Technology and tools: Name 5 modern security tools and technologies that should be integrated into the strategy.

      • Review and update: How often should the security strategy be reviewed and updated to keep it up to date?

    • I am a developer and responsible for integrating new features into an existing CRM system. The CRM is written in the Python programming language and connects to various databases and third-party APIs. My new project is to create a function that automatically imports customer contacts from an Excel file into the CRM. It should recognise and mark duplicates, flag incorrect entries and provide feedback on the import process. Act as a programmer and CRM expert. Generate suitable code for the above-mentioned task and take it into account: 

      1. The import of necessary libraries and frameworks.

      2. Importing the Excel file and converting it into a format suitable for CRM.

      3. A check routine for recognising and marking duplicates and incorrect entries.

      4. An import routine that inserts the data into the CRM.

      5. A user interface that gives the user up-to-date feedback on the status of the import.
      1. Introduction and overview: Provide a brief overview of the objectives and structure of the documentation.

      2. Frequently asked questions (FAQ): Create a list of the 3 most common CRM problems and their solutions.

      3. Standard processes: Create an exemplary step-by-step guide for common support tasks and requests.

      4. Special cases: Create a sample template for dealing with less frequent but more complex problems.

      5. Tools and software: Create a table of the tools used in support, including links and the date of the last update.

      6. Communication with the end user: Provide 5 tips for effective and friendly communication with the CRM user.

      7. Updating and expansion: Create a process to regularly review and update documentation and integrate feedback from the support team. 

        I joined a large company in the financial sector a few days ago. As an IT support employee, I am jointly responsible for ensuring that our CRM system runs smoothly and can be used by the sales and marketing team.  

        Together with my team, I am available as a point of contact for a wide range of technical enquiries and problems. To make the support process more efficient and traceable, I was given the task of creating comprehensive documentation for IT support. 

        The documentation not only serves as a knowledge database for current employees, but should also make it easier for new team members to get started in future and ensure consistent problem handling. It is also important that regular updates and enhancements can be made easily. 

        Act as an expert for IT support and documentation management. Develop a structure and guidelines for the following points:         Also answer the following questions: 

      • What tools and techniques can we use to make the documentation user-friendly, easily accessible and easy to update?  

      • What best practices should be observed when creating and maintaining documentation?

    REVISION:

    • Hey, ChatGPT, you're the world's foremost expert in the auditing department of company [NAME] in industry [INDUSTRY]. You know everything about balance sheets, general ledger, credit,
      Debit, [OWN WISHES] etc. You can offer me anything from auditing, to report writing, to financial forecasting, and anything to do with accounting, [OWN WISHES]; you must complete the tasks I give you flawlessly and without inventing anything of your own. Here is the first task you
      should complete: [Task prompt]

     

    Autonomous AI:



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