Advanced Workshop: AI in Competitive Analysis, Financial Analysis and Document Automation

This two-day workshop is designed to provide attendees with advanced skills and knowledge on how to leverage generative artificial intelligence for competitive analysis, financial analysis, and document automation. Attendees will learn how to apply AI to effectively collect, analyze and interpret data, leading to informed strategic decisions.

Target Audience:

• Professionals: who want to improve their strategies by leveraging the latest AI technologies.
• Analysts and Managers: looking for ways to improve the efficiency and accuracy of their analysis and reporting.
• Data and IT Specialists: looking to learn more about integrating AI into business processes.

Workshop Objectives:

This workshop aims to equip participants with practical tools and techniques for using generative AI to analyze competitors, market and financials, and automate documents. Participants will learn how to leverage AI for data collection, sentiment analysis, financial forecasts, and effective document management.

What you'll gain:

• Understanding Advanced AI: You will gain a deep understanding of the applications of generative AI in analytics and automation.
• Practical Skills: You will learn how to effectively use AI tools for analytics and automation in your operations.
• Discover new ways to approach business challenges using AI solutions.

Technical Requirements:

• Laptop with internet connection

Participant Requirements:

• Interested in learning new AI-based tools
• Basic knowledge of data analysis and management processes

This workshop is designed to be informative and interactive and will provide participants with practical tools and strategies for using generative AI in their professional activities. We look forward to your participation and believe this workshop will be very beneficial to your career path.

Note: There will also be an opportunity to discuss the development of custom software integrating generative AI into business processes, although this is not the main focus of the workshop.

Day 1: Competitive and Market Analysis, Financial Analysis and Document Automation

9:00 - 10:30 | Module 1: AI-Powered Competitive and Market Analysis

1. Description: Learn how to use generative AI to collect, analyze, and interpret competitor and market data to make informed strategic decisions.
   • Key Topics:
     • Web scraping for competitor data collection
     • Sentiment analysis of competitor customer reviews
     • Analysis of competitors' marketing strategies and product offerings
     • Aggregation of data from market sources
     • Sentiment analysis on social media and in news articles
     • Trend analysis and visualisation
   • Practical exercises:
     • Developing a tool to track competitors' product news and updates
     • Creating visualizations to compare sentiment trends between competitors
     • Develop a tool to aggregate and analyze market data from multiple sources
     • Using AI to identify and visualize market trends and insights

Break: 10:30 - 10:45

10:45 - 12:15 | Module 2: Automated Financial Analysis and Reporting

1. Description: Use generative AI to automate financial analysis, reporting and forecasting to improve decision making.
   • Key Topics:
     • Time series and financial trend forecasting
     • Automated financial reporting using NLP
     • Risk analysis and anomaly detection in financial data
   • Practical exercises:
     • Creating a financial forecasting model using historical data
     • Creating an AI tool to generate financial summaries and insights from large datasets

Lunch break: 12:15 - 13:15

13:15 - 14:45 | Module 3: Document Generation and Intelligent Document Management

1. Description: Automate the creation and management of business documents to increase efficiency and accuracy.
   • Key Topics:
     • Document generation and formatting
     • OCR for document digitization
     • NLP for document classification and information extraction
     • Workflow automation using AI tools
   • Practical exercises:
     • Creating an AI system for automatic classification and routing of incoming documents
     • Implementing an AI tool to extract key information from invoices and contracts

Break: 14:45 - 15:00

15:00 - 17:00 | Module 4: Customer Segmentation and Personalization

1. Description: Use generative AI to segment customers and personalize marketing campaigns based on behavior and preferences.
   • Key Topics:
     • Algorithms for customer segmentation
     • Predictive customer life cycle value (CLV) modeling
     • Personalization techniques using recommender systems
   • Practical exercises:
     • Creating customer segments based on buying behavior and demographics
     • Implementing a recommender system for personalized product suggestions

Conclusion and Q&A: 17:00 - 17:30

Day 2: Customer Insights, Communication, Compliance, HR, and Customer Support Automation

9:00 - 10:30 | Module 5: AI-Driven Product Development Insights

1. Description: Use generative AI to capture and analyze customer feedback for product improvement and development.
   • Key Topics:
     • Sentiment analysis of product reviews and feedback
     • Trend analysis to identify new customer needs and preferences
     • Feature extraction from customer comments
   • Practical exercises:
     • Creating a dashboard to track sentiment and feedback on new product features
     • Using NLP to extract common themes and suggestions from customer reviews

Break: 10:30 - 10:45

10:45 - 12:15 | Module 6: Advanced Data Visualization

1. Description: Use generative AI to create dynamic and interactive data visualizations.
   • Key Topics:
     • Advanced data visualization techniques
     • Create dashboards that automatically update and highlight important trends and anomalies
   • Practical exercises:
     • Developing dashboards that automatically update and highlight important trends and anomalies
     • Implementing AI-driven search engines for contextual document retrieval

Lunch Break: 12:15 - 13:15

13:15 - 14:45 | Module 7: Compliance and Legal Automation

1. Description: Explore generative AI tools for compliance monitoring and legal document automation.
   • Key Topics:
     • Contract analysis and management
     • Automated Compliance Monitoring
     • Legal and compliance consulting using AI
   • Practical exercises:
     • Automating contract reviews, flagging important terms and compliance issues
     • Developing AI tools for legal and compliance advice

Break: 14:45 - 15:00

15:00 - 17:00 | Module 8: HR and Customer Support Automation

1. Description: Explore generative AI tools for recruiting and customer support automation.
   • Key Topics:
     • Recruiting and Talent Acquisition with AI
     • Automating customer support
     • Sentiment analysis of employee feedback
   • Practical exercises:
     • Developing tools for screening resumes and assessing candidate fit
     • Creating AI-driven customer platforms that provide accurate and fast responses

Conclusion and Q&A: 17:00 - 17:30

This workshop is designed to be not only informative, but also interactive and actionable. It will enable you to understand the potential of generative AI and effectively integrate it into your business and analytics activities, leading to increased productivity and innovation in your processes. We look forward to your participation and believe you will find our workshop beneficial.

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