Bi-Weekly Manager Check-In

Major Outcomes

• Weekly report completed
• OneView Project — working on validation phase
• AI Subcommittee — Envisioning the Future of Productivity
• Documentation gaps identified (Chat Data, Server Uplift)
• PA Jobs work and monitoring
• UAT — ServiceNow Zurich upgrade
  

Impact

• Business: None this cycle
• Team: Chat Data integration issue resolved; KRT team refresh Monday's
• Process Improvement: UAT approach improved

Completed

• Weekly Reports Automation

  • DB tables setup
  • Data loading
  • Logical workflow implementation
    

• Agentic AI for ServiceNow

  • MCP setup
  • API integration
  • Architecture finalized (ALL)

• Power BI Cloud Automation

  • DB Direct connects
  • Live Data Everyday Morning

• Power BI Email Subscription - PDF

  • Based on the Filters you can Generate different way of getting PDF reports
  • Make specific deliverables as well

In Progress

• Chat Data BI Report - ETA: 2 Apr 2026

• Integration and reporting - Right Answer Server Uplift.

• IMR BI Dashboard

  • YoY, QoQ, MoM analysis, New dashboard development - ETA: 20 Apr 2026

• Blue Chip Automation

  • Automation pipeline build-out - ETA: TBD

Sessions

• Automation — Python / SQL — Planned
• BI Automation Scheduled — OneView — Completed (last week)
• Power Automate — Maggie Report — Tested successfully
• BI PDF Email — Maggie Report — Completed successfully

Notes

• Documentation will be created in parallel (Plan B will be locked)
• Conducting walkthrough sessions with the team on automation workflows
• Shared knowledge on BI automation in Cloud version and Email Automation

Current Focus

• Agentic AI — 90% complete
• Deep Learning — Started
• Machine Learning / Neural Networks — Planned

Next Focus

• Agentic AI deployment code for ServiceNow - company Env
• Weekly Reports automation (work in progress)

Event 1 — Threat Modeling AI Agents

Outcome

• Identified AI risks as workflow-level vulnerabilities rather than model-level issues
• Understood failure points in Prompt → Tool → Action chains

Application

• Apply strict tool access controls
• Validate prompt-to-action execution paths
• Introduce logging across agent workflows

Impact

• Reduces risk of data leakage, privilege abuse, and unintended actions

Event 2 — AI Deep Dive

Outcome

• Gained understanding of AI-ready data architecture
• Learned frameworks for evaluating AI agent reliability

Application

• Design scalable AI-integrated data pipelines
• Improve validation of LLM/agent outputs
• Align AI systems with enterprise data strategy

Impact

• Enables reliable and scalable AI-driven reporting and automation

Event 3 — Agentic AI with Real-Time Data

Outcome

• Understood importance of real-time data in agent decision-making
• Learned role of streaming and event-driven architectures

Application

• Integrate real-time data pipelines
• Use memory layers and retrieval systems effectively
• Build event-driven automation workflows

Impact

• Improves responsiveness and intelligence of AI systems
• Supports development of adaptive, real-time automation

High Priority

• OneView — Validation phase in progress
• Agentic AI — Understanding "Paychex Way" tooling

Medium Priority

• Automation — Initiated and progressing
• IMR Analysis — YoY / QoQ / MoM breakdown

Feedback

Direction

Follow-ups

• Key Highlights — On track (major progress this week)
• Achievements & Work in Progress — On track (tasks progressing as planned)
• Shadow Sessions & Knowledge Sharing — Attention needed (ongoing sessions)
• Upskilling — On track (continuous progress)
• Agentic AI Events — On track (strong applied learning)
• Next Week Priorities — On track (clearly defined)