Introduction
Overview of Previous Sessions
Focus on building AI assistants
Using AI for workflows
Use Cases
Demonstration
Key Topics
1. AI Workflow Applications
Useful workflows for AI integration
Areas to avoid forcing AI
Assessing needs and workflows for AI applicability
Identifying use cases
2. Examples of AI Workflows
Capture and evaluation process
Proposal preparation and writing process
Importance of pink team draft
3. Logistics and Follow-up
Recording availability and newsletter updates
Materials stored on SharePoint
Integrating AI into Workflows
1. Common Business Benefits
Automation of repetitive tasks
Predictive precision and data analysis
Personalized customer experiences
Innovative problem-solving
Resource optimization and cost savings
2. Traditional vs. Generative AI
Differences and applications in workflows
Innovation vs. routine
Adaptability vs. predictability
Complexity vs. simplicity
3. Steps to Implement AI
Understand needs
Select the right tools
Organize data and content
Gather feedback
Ensure compliance and security
Use Cases and Strategies
1. Capture and Evaluation Process
Identifying opportunities
Gathering and analyzing data
Generating insights and recommendations
Opportunity evaluation
2. Proposal Preparation and Writing
Writing prompts and strategies
Creating a proposal outline
Using AI for compliance and evaluation
Demonstration
1. Starting the Capture Process
Initial Opportunity Assessment
Finding a relevant opportunity on Sam.gov.
Attaching and assessing solicitation files.
Using AI to break down and understand the contents of multiple documents.
2. Document Analysis and Fit Assessment
Using AI for Document Breakdown
Requesting AI to provide a breakdown of documents, focusing on requirements and deliverables.
Conducting a fit analysis using the Performance Work Statement (PWS) to assess alignment with company capabilities.
Instructing AI to perform a cursory fit analysis against past performances.
3. Competitor Analysis and Strategy Development
Identifying Competitors
Using AI Chat to identify potential incumbents or competitors for the opportunity.
Analyzing strengths and weaknesses of competitors.
Developing Strategic Insights
Asking AI Chat for innovative practices or technologies applicable to the opportunity.
Generating research plans and win themes based on identified innovations.
4. Proposal Draft Creation and Evaluation
Creating a Compliance Matrix
Instructing AI Chat to create a compliance matrix from solicitation documents.
Ensuring all sections and requirements are detailed.
Drafting a Proposal Outline
Using AI Draft to generate a proposal outline based on compliance and solicitation documents.
Evaluating Proposal Sections
Using AI Review to evaluate the proposal draft against an evaluation score sheet.
Requesting Awarded.AI to provide detailed feedback and suggestions for improvement.
5. Utilizing AI Tools and Features
Custom Prompting and Context Management
Setting custom prompts to guide AI responses for specific proposal sections.
Managing AI context and memory to ensure relevant information is retained and utilized.
Drafting and Revising Responses
Using AI to draft responses to specific requirements.
Refining drafts with personalized prompts and past performance references.
Conclusion
Upcoming Sessions
New training and webinar schedules
Focus on new features and automation
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