Driving Intelligent Project Portfolio Visibility with AWS + Smartsheet
Overview
Presentation by Ola Ronning, Director of Product at Smartsheet
Discusses how Smartsheet is leveraging AI to increase visibility and efficiency in project and portfolio management
Challenges in Project Portfolio Management
Lack of visibility into project status, resourcing, and risks
Constant manual effort to track down updates and information
Overwhelming number of projects for limited project management resources
Inefficient manual processes for project intake, prioritization, and planning
Intelligent Work Management with Smartsheet and AWS
Smartsheet's vision for "Intelligent Work Management" powered by AI
Leverages a knowledge graph built on Smartsheet data and AWS services like Amazon Neptune
Applies AI across the project portfolio lifecycle:
Project Initiation and Planning
Automated project plan generation from documents and templates
AI-powered project prioritization and capacity planning
Project Execution and Monitoring
"Smart Assist" AI co-pilot to analyze risks, summarize progress, and automate updates
Agent-based automation to take actions like reassigning resources, updating RAID logs
Continuous Improvement
AI-driven analysis of project patterns and trends
Automated recommendations for process improvements based on best practices
Technical Architecture
Leverages AWS services including:
Amazon Neptune for the knowledge graph
Amazon Bedrock and Agent Core for agent orchestration
Amazon OpenSearch for governance and auditing
Business Impact
Dramatically reduced time spent on manual project management tasks
Increased visibility and proactive risk mitigation across the portfolio
Ability to scale project management capacity with AI-powered automation
Continuous learning and improvement of portfolio management processes
Example Use Cases
Automatically generating project plans from documents in minutes
AI-powered project prioritization based on factors like budget, alignment, and capacity
Smart Assist co-pilot providing real-time risk analysis and progress reporting
Agent-based automation for resource reallocation and RAID log maintenance
AI-driven recommendations for improving portfolio management practices
In summary, Smartsheet is leveraging the power of AI and AWS services to transform project and portfolio management, enabling organizations to gain unprecedented visibility, efficiency, and continuous improvement in how they execute strategic initiatives.
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