161 | AI Projects Best Practices - Step by Step Guide For Planning and Executing Projects with AI and Existing Tools in Your Tech-Stack with Josh Huilar
Feb 4, 2025
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In this engaging discussion, Josh Huilar, an expert in financial and workforce planning from Ernst & Young, shares his insights on effectively managing AI projects. He outlines a practical framework for planning and executing these projects, emphasizing the importance of defining requirements and utilizing existing tools. Josh also offers best practices for leveraging ChatGPT and automation in workflows. With a focus on agile methodologies, he details how to break projects into manageable tasks and create efficient sprint plans.
Effective AI project management requires a structured framework that incorporates agile methodologies and clear user story development for successful execution.
The integration of AI tools like Perplexity AI dramatically enhances workforce planning efficiency, allowing for swift resource management and timely decision-making.
Deep dives
The Importance of Workforce Planning
Workforce planning is a crucial process that involves budgeting and forecasting employee-related expenses such as headcount, salaries, and benefits. Companies must continuously evaluate their workforce needs to remain competitive, particularly with the advent of AI technologies that can reshape how organizations operate. With AI integration, the required frequency for workforce planning may shift from annual assessments to quarterly or even monthly updates to stay aligned with changing business dynamics. This responsiveness is vital, as changes in employee requirements may result from the integration of AI into various processes, necessitating a more agile approach to workforce management.
Leveraging AI Tools for Workforce Planning
AI tools, such as Perplexity AI, can significantly streamline the workforce planning process by enabling organizations to quickly develop project plans and manage resources efficiently. These tools can provide insights into employee forecasts and aid in drafting essential requirements, turning complex tasks that once took days into streamlined operations manageable in minutes. By utilizing advanced AI models, organizations can enhance their ability to forecast hiring needs, analyze salary adjustments, and handle employee transfers with greater precision. This automation allows for faster decision-making and improved overall efficiency in workforce management.
Utilizing Agile Methodologies
Adopting agile methodologies is essential for effective project planning, particularly in the context of workforce management. Implementing agile involves crafting user stories and breaking down larger projects into manageable tasks completed in defined "sprints," which typically last two to three weeks. This structured approach helps organizations to maximize resources, adapt swiftly to project changes, and maintain visibility into progress and performance throughout the planning process. By focusing on iterative improvements, businesses can achieve timely results and remain flexible in addressing evolving workforce needs.
The Need for User Stories and Collaboration
Writing detailed user stories is a vital practice for ensuring clear communication among team members during project execution and workforce planning. These stories define user roles, specific needs, and acceptance criteria, helping to guide developers and stakeholders throughout the implementation process. Collaboration tools and AI's capability to suggest related queries facilitate continuous refinement and adjustment of the project framework based on feedback and new insights. This collaborative approach not only enhances understanding but also increases the likelihood of successful outcomes aligned with organizational objectives.
Managing AI projects effectively is critical for businesses looking to integrate AI into their operations. But how do you structure and execute AI projects efficiently using tools you already have?
In this episode, we sit down with Josh Huilar, former Senior Manager at Ernst & Young and an expert in financial and workforce planning, to walk you through a step-by-step framework for planning and executing AI projects.
Josh has years of experience leading projects for major financial and insurance companies. In this session, he will share:
✅ How to define AI project requirements and break them into actionable tasks ✅ Best practices for using ChatGPT and AI tools to create sprint plans and project roadmaps ✅ How to leverage AI for automation within existing business tools
Expect practical, hands-on demonstrations—real prompts, real tools, and real outcomes. Whether you’re new to AI project planning or looking for advanced strategies, this episode will give you an actionable framework to implement AI effectively in your business.
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