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A first-of-its-kind GenAI sales assistant

Took a native Generative AI “Next Best Action” tool from idea to field deployment, turning company data into mobile insights for sales consultants.

CompanySouthern Glazer's Wine & Spirits
My roleProduct Manager, Supplier Journey AI
When2024
0 → 1

native GenAI product launched

20+

field sales users at launch

15+

model outputs refined for ethics review

10+

cross-functional working sessions

The context

Southern Glazer's distributes 100+ premium wine and spirits brands. The company had set an enterprise goal of Digital Transparency with Suppliers, and sales teams were working against challenging targets.

The challenge

Turn the company's data into clear, mobile-ready recommendations — a “next best action” — that a sales consultant could use in the field, and do it with a brand-new Generative AI capability that had never been deployed in this way.

What I did

  1. Aligned the business on an MVP

    Led 10+ cross-functional meetings with the Strategy, AI and Brand Management teams to work through the sales target challenges and define a conceptual Minimally Viable Product.

  2. Designed, built and shipped the tool

    Took the native Gen AI Next Best Action tool from design through development and deployment — the first of its kind at the company.

  3. Built a feedback loop into the product

    Created a Microsoft Power Apps mobile application so end users could give feedback that was used to train the Gen AI model.

  4. Kept the AI responsible

    Reviewed and refined 15+ Gen AI model output files to meet ethical requirements before anything reached Sales Consultants in the field.

Results

  • Deployed to 20+ end users in a dedicated sales division
  • Enhanced high-volume brand presence across one client's high-impact universe of accounts

Skills used

Generative AI0 → 1 productMVP definitionPower AppsResponsible AIStakeholder alignment

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