Introduction
Host: Larry Pitts
Purpose: Weekly Lunch and Learn sessions to discuss industry trends, AI use cases, and strategic planning for the end of the calendar year.
Focus on the Last Quarter of the Year [00:02:34.690]
Importance of aligning business strategies with the end of the fiscal year.
Key Topics:
Prioritizing tasks for the last quarter.
Utilizing AI to enhance team efficiency.
Opportunities for marketing, sales, and bidding.
AI Tools for Forecasting and Reporting [00:03:00.340]
Forecasting [00:05:52.750]:
Access government forecasts through sites like acquisition.gov and the Congressional Budget Office.
Use AI to analyze and plan based on these forecasts.
Reporting [00:10:06.960]:
Types of reports: Contract performance review, compliance review, subcontract performance, progress reports, and closeout reports.
Use AI to automate and enhance report generation.
Practical Demonstrations [00:06:01.719]
Finding Forecasts [00:20:59.480]:
Navigate acquisition.gov for procurement forecasts.
Use AI to filter and analyze forecast data.
Generating Reports [00:31:390]:
Create contract performance reviews and compliance reviews using AI.
Example of a debrief analysis to improve future proposal responses.
Event Planning and Marketing [00:16:10.020]
Finding Relevant Events [00:52:00.090]:
Use sites like govents.com to discover industry events.
Filter events based on industry, agency, and date.
Tailoring Marketing Materials [00:53:31.330]:
Customize capability statements and company profiles for specific events.
Use AI to create impactful marketing and briefing documents.
AI Tools and Features [00:29:00.900]
Speech to Text Feature [00:56:52.060]: Allows for voice input in AI chat.
Model Selector [00:57:03.853]: Choose between different AI models (e.g., GPT-4, Claude) for varied responses.
Personas [00:57:40.080]: Tailor AI interactions based on specific roles or needs.
Detailed Demonstrations and Advanced Features [00:29:00.900 - 01:01:52.210]
Excel Integration [00:23:09.500]:
Demonstration of using AI to filter and organize Excel data.
Instructions on setting up filters and using VLOOKUP for data analysis.
Proposal and Debrief Analysis [00:35:44.590]:
How to use AI for analyzing proposal responses.
Identifying areas for improvement based on procurement officer critiques.
Using AI to generate revised proposal sections to address feedback.
Event and Marketing Preparation [00:50:51.970]:
Utilizing AI to prepare customized marketing materials for specific events.
Creating tailored company briefings and capability statements.
Leveraging past performance data to enhance marketing efforts.
Graphics and Visualization [00:59:03.230]:
Introduction to AI-generated graphics for presentations.
Utilizing AI for creating Gantt charts and organizational diagrams.
Collaboration and Updates [01:01:52.210]
Session Management [01:02:01.380]: Organize sessions using folders and link them to opportunities for team collaboration.
Recent Updates [01:02:10.240]: Includes speech-to-text, model selector, and persona workflows.
Conclusion and Next Steps [01:03:14.130]
Next Session Focus [01:03:50.190]: Preparing marketing and training materials for the upcoming year.
Q&A [01:03:12.780]: Open forum for questions and further assistance via intercom.